Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
* Add support for interest
* Update changelog
2 years ago
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2 years ago
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
2 years ago
Thomas Kaul
c9353d0a39
Support account balance time series ( #2166 )
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2 years ago
Thomas Kaul
06dfb91f82
Release 1.280.1 ( #2069 )
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
* Add support for liabilities
* Update changelog
2 years ago
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
* Add error messages if import include duplicates
* Update changelog
2 years ago
Francisco Silva
8e000baef2
fix update activity, hide update cash balance on edit ( #1959 )
* Fix update activity, hide update cash balance on edit
* Update changelog
2 years ago
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
* Improve check for duplicates in import
* Update changelog
2 years ago
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
* Optionally update cash balance when adding activity
* Update changelog
2 years ago
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
* Support impersonation of all users for local development
* Update changelog
2 years ago
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
* Allow to delete all activities of a user
* Update changelog
2 years ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2 years ago
Thomas Kaul
947460abdd
Bugfix/fix ids of gather asset profile process jobs ( #1863 )
* Fix job ids
* Update changelog
2 years ago
Thomas Kaul
e23ff33e6f
Feature/skip job creation for manual data source without scraper configuration ( #1857 )
* Skip job creation for MANUAL data source without scraper configuration
* Update changelog
2 years ago
Thomas Kaul
1ed5690b33
Feature/improve queue jobs implementation ( #1855 )
* Improve queue jobs implementation
* Update changelog
2 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
Mirio
80d0638922
Adding Coingecko Data Provider ( #1736 )
* Adding Coingecko Data Provider
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
* Support linking wealth items to account
* Update changelog
2 years ago
Thomas Kaul
49ce4803ce
Feature/add support to manage tags in create or edit activity dialog ( #1532 )
* Add support to manage tags
* Update changelog
2 years ago
Thomas Kaul
2efb331370
Feature/improve value redaction interceptor ( #1495 )
* Improve value redaction interceptor
* Update changelog
2 years ago
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
3 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
* Clean up user database schema
* Update changelog
3 years ago
Thomas Kaul
c5e6602102
Improve filter by asset class ( #1135 )
3 years ago
Thomas Kaul
dbc38e705e
Feature/add url to symbol profile overrides ( #1132 )
* Add url to symbol profile overrides
* Improve filter by asset class
* Update changelog
3 years ago
Thomas Kaul
69bc1d67e1
Bugfix/fix database connection error handling ( #1125 )
* Fix database connection error handling
* Update changelog
3 years ago
Thomas Kaul
81217b35ef
Feature/add comment to activity ( #1097 )
* Add comment to activity
* Update changelog
3 years ago
Thomas Kaul
2394cbd6fe
Feature/support tags in create and update order dto ( #1084 )
* Support tags in create or update order
* Update changelog
3 years ago
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
* Add account detail dialog
* Update changelog
3 years ago
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern ( #991 )
* Migrate historical market data gathering to queue
* Filter and delete jobs
* Detect duplicate jobs
* Update changelog
3 years ago
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
* Add value redaction as interceptor
* Update changelog
3 years ago
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
* Support filtering by asset class
* Update changelog
3 years ago
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
* Add groups to activities filter component
* Update changelog
3 years ago
Thomas Kaul
40380346e6
Feature/setup bull queue system ( #886 )
* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
3 years ago
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
3 years ago
Thomas Kaul
01103f3db4
Feature/add asset and asset sub class to wealth items form ( #880 )
* Add asset and asset sub class
* Update changelog
3 years ago
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
* Render tags
* Update changelog
3 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
* Setup tagging system
* Update changelog
3 years ago
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema ( #861 )
* Simplify ids in database schema
* Access
* Order
* Subscription
* Update changelog
3 years ago
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
Thomas Kaul
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity ( #731 )
* Fix issue with undefined currencies after creating an activity
* Update changelog
3 years ago
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules ( #706 )
* Restructure modules
* Update changelog
3 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
3 years ago
Thomas Kaul
155c08d665
Transform data source ( #658 )
* Transform data source
* Update changelog
3 years ago
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
* Add transactions to position detail dialog
* Update changelog
3 years ago