Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								87bf8df1c3 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/missing performance chart in presenter view ( #3181 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix missing performance chart in presenter view
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7e28e42995 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/exclude fees from holdings ( #3160 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								e21563d903 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/increase timeout to load benchmarks ( #3158 )  
							
							 
							
							 
							
							
								
 
							
							
							* Increase request timeout
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Gerard Du Pre
							
						 
						
							
							
								
								
							
							
								
							
								c289793c6d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/switch between active and closed holdings ( #3146 )  
							
							 
							
							 
							
							
								
 
							
							
							* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								38c2baf943 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve exception handling of current investments in various rules ( #3156 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve exception handling
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								82c78cad6b 
								
									
								
							
								 
							
						 
						
							
							
								
								Format ( #3155 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								bffe6060bd 
								
									
								
							
								 
							
						 
						
							
							
								
								Pass portfolio calculator to getChart() ( #3153 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								841bd5c33f 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix dividend accumulation in symbol metrics ( #3152 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix total dividend calculation
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								rodriguestiago0
							
						 
						
							
							
								
								
							
							
								
							
								3b895afc9e 
								
									
								
							
								 
							
						 
						
							
							
								
								Enable account balance update for fee and interest activities ( #3145 )  
							
							 
							
							 
							
							
								
 
							
							
							* Enable account balance update for fee and interest activities
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								671e4e316b 
								
									
								
							
								 
							
						 
						
							
							
								
								Release 2.63.2 ( #3138 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								473136e9aa 
								
									
								
							
								 
							
						 
						
							
							
								
								Release 2.63.1 ( #3135 )  
							
							 
							
							 
							
							
								
 
							
							
							* Release 2.63.1 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7a364472c8 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix liability issue in allocations ( #3133 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove liabilities from allocations calculation
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								d32dd5e860 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/upgrade countries list to version 3.1.0 ( #3131 )  
							
							 
							
							 
							
							
								
 
							
							
							* Upgrade countries-list to version 3.1.0
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								gizmodus
							
						 
						
							
							
								
								
							
							
								
							
								0bca8897d6 
								
									
								
							
								 
							
						 
						
							
							
								
								Fix average price calculation by only considering BUY transactions ( #3125 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix average price calculation by only considering buy transactions
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								eb75be8535 
								
									
								
							
								 
							
						 
						
							
							
								
								Optimize details endpoint ( #3123 )  
							
							 
							
							 
							
							
								
 
							
							
							* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6d2a897366 
								
									
								
							
								 
							
						 
						
							
							
								
								Refactor orders with activities ( #3122 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								d8bfb23f20 
								
									
								
							
								 
							
						 
						
							
							
								
								Refactor reduce() with getSum() ( #3121 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Gerard Du Pre
							
						 
						
							
							
								
								
							
							
								
							
								d9d71e7827 
								
									
								
							
								 
							
						 
						
							
							
								
								Fix issue with removing account from activity ( #3112 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								b642ce08e5 
								
									
								
							
								 
							
						 
						
							
							
								
								Refactor item type ( #3119 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								bc8d8309d4 
								
									
								
							
								 
							
						 
						
							
							
								
								Improve handling of future liabilities ( #3118 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								1f2f9f22f2 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove environment variable web auth rp ( #3115 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove environment variable WEB_AUTH_RP_ID
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								07661d9262 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/integrate dividend into transaction point concept ( #3092 )  
							
							 
							
							 
							
							
								
 
							
							
							* Integrate dividend into transaction point concept
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Gerard Du Pre
							
						 
						
							
							
								
								
							
							
								
							
								77358eed65 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/Include user role in admin endpoint ( #3107 )  
							
							 
							
							 
							
							
								
 
							
							
							* Include user role in admin endpoint 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c54392b7bb 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix exception in account value calculation ( #3109 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix exception in value of account calculation caused by liabilities
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Gerard Du Pre
							
						 
						
							
							
								
								
							
							
								
							
								f3a8822a77 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove-v-from-version-in-admin-endpoint ( #3101 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove "v" from version in admin endpoint 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c37ad9bad4 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix activities import ( #3095 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix query parameter handling of booleans
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								4ab3f81384 
								
									
								
							
								 
							
						 
						
							
							
								
								Extract getFactor() ( #3089 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extract getFactor()
* Refactoring 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								b932bac9aa 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/optimize summary calculation ( #3088 )  
							
							 
							
							 
							
							
								
 
							
							
							* Optimize calculation
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								40b454d2f3 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/refresh cryptocurrencies list 20240302 ( #3085 )  
							
							 
							
							 
							
							
								
 
							
							
							* Update cryptocurrencies.json
* Add UNI7083
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								5596e5f03b 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/integrate wealth items into transaction point concept ( #3084 )  
							
							 
							
							 
							
							
								
 
							
							
							* Integrate (wealth) items into transaction point concept
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7f67430685 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/readd value in base currency to activity ( #3078 )  
							
							 
							
							 
							
							
								
 
							
							
							* Readd valueInBaseCurrency
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Søren Bjergmark
							
						 
						
							
							
								
								
							
							
								
							
								68e558f198 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/Improve activities import by ISIN number ( #3051 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve activities import by ISIN number
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								2115745471 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix exchange rate calculatio of wealth items in accounts
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								3615e2f057 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve handling of activities without account ( #3060 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve handling of activities without account
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								d3679d41b3 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix query to filter activities of excluded accounts ( #3059 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix query to filter activities of excluded accounts
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								f2d431a6b8 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/improve asset profile validation in activities import ( #3057 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve asset profile validation
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								2bc8bebfb8 
								
									
								
							
								 
							
						 
						
							
							
								
								Clean up dist folders ( #3053 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								15cc294581 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/move break down of performance from experimental to general availability ( #3047 )  
							
							 
							
							 
							
							
								
 
							
							
							* Move break down of performance to general availability
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Søren Bjergmark
							
						 
						
							
							
								
								
							
							
								
							
								b060b81204 
								
									
								
							
								 
							
						 
						
							
							
								
								Fix debugging with VS Code due to missing Source Map ( #3050 )  
							
							 
							
							 
							
							
								
 
							
							
							Fixes  #2801  
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Søren Bjergmark
							
						 
						
							
							
								
								
							
							
								
							
								a8d557eb1b 
								
									
								
							
								 
							
						 
						
							
							
								
								Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								88c19eb45e 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/restructure copy assets nx target ( #3045 )  
							
							 
							
							 
							
							
								
 
							
							
							* Restructure copy-assets Nx target
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								2e9d40c201 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/switch to performance calculations with currency effects ( #3039 )  
							
							 
							
							 
							
							
								
 
							
							
							* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c002e37285 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add missing default currency to prepare currencies function ( #3042 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add missing default currency
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6be38a1c19 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove is default flag from account database schema ( #3041 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove isDefault flag from Account database schema
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								miles
							
						 
						
							
							
								
								
							
							
								
							
								a3178fb213 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/expose redis database via environment variable ( #3036 )  
							
							 
							
							 
							
							
								
 
							
							
							* Expose Redis database via environment variable
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								40836b745b 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve validation for currency in endpoints ( #3030 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve validation for currency
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								07eabac059 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add missing database indexes part 2 ( #3033 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add missing database indexes (for orderBy and where clauses)
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								9acdb41aa2 
								
									
								
							
								 
							
						 
						
							
							
								
								Refactor params to object ( #2987 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								be7f6bb657 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add inactive as user role ( #3024 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add INACTIVE as user role
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6f7cbc93b9 
								
									
								
							
								 
							
						 
						
							
							
								
								Add missing type ( #3023 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago