Varun Jain
c30a9f306b
Exclude cash balances from account values filtered by a holding
The accounts section of the holding detail dialog requests the accounts
filtered by the data source and the symbol of the holding. In
getValueOfAccountsAndPlatforms() the value of every account was seeded
with the cash balance of that account, regardless of the filters, so the
allocation percentages were computed from the cash balance plus the
holding instead of the holding alone.
Skip the cash balance if the request is filtered by a holding.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
4 weeks ago
Thomas Kaul
5bbdf52e19
Feature/add platform logo to account selector in create or update activity dialog ( #7524 )
* Add platform logo to account selector
* Update changelog
4 weeks ago
Thomas Kaul
f8e8a47723
Task/improve usability of portfolio summary by collapsing breakdowns ( #7536 )
* Improve usability by collapsing breakdowns
* Update changelog
4 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
4 weeks ago
Thomas Kaul
3eb10cc2e1
Task/remove unused exchange from portfolio position interface ( #7537 )
Remove exchange
4 weeks ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
4 weeks ago
Thomas Kaul
0b9df572ba
Task/optimize performance of search in assistant ( #7534 )
* Improve performance of search in assistant by reusing cached portfolio snapshot
* Update changelog
4 weeks ago
Thomas Kaul
bb9399e837
Task/improve language localization for DE (20260803) ( #7526 )
* Update translations
* Update changelog
4 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
4 weeks ago
github-actions[bot]
cf9d9253f9
Task/update locales ( #7501 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
4 weeks ago
Thomas Kaul
7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit ( #7517 )
* Fix portfolio snapshot cache write and initialization retry limit
* Update changelog
4 weeks ago
Thomas Kaul
132f8670b9
Task/improve usability in admin control panel by eliminating page reloads ( #7518 )
* Improve usability by eliminating page reloads
* Update changelog
4 weeks ago
Thomas Kaul
37cae1f3d8
Bugfix/loading indicators in user detail dialog of admin control ( #7520 )
* Fix loading indicators
* Update changelog
4 weeks ago
Thomas Kaul
fd6697abee
Task/simplify localization in users list of admin control panel- #7519 ( #7519 )
Simplify localization
4 weeks ago
Thomas Kaul
75e3d032ab
Feature/stock splits setup (part 2) ( #7523 )
Improve stock splits setup
4 weeks ago
Thomas Kaul
3eaba49f19
Task/improve handling of encoded data source in user settings ( #7521 )
Improve handling of encoded data source in user settings
4 weeks ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
4 weeks ago
Thomas Kaul
d08239f31f
Task/destructure query parameters in controllers ( #7495 )
Destructure query parameters in controllers
4 weeks ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
4 weeks ago
Thomas Kaul
b37654c7c6
Bugfix/persistence of empty comment in create or update account dialog ( #7512 )
* Fix persistence of empty comment
* Update changelog
4 weeks ago
Thomas Kaul
c3e70091ae
Bugfix/validation error caused by empty strings in asset profile details dialog ( #7509 )
* Resolve validation error caused by empty strings
* Update changelog
4 weeks ago
Kenrick Tandrian
1822a09c6a
Task/improve language localization for ZH (20260731) ( #7490 )
* Update translations
* Update changelog
4 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
4 weeks ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
4 weeks ago
Thomas Kaul
5092316609
Bugfix/scroll behavior of page content behind open dialog ( #7500 )
* Fix scroll behavior of page content behind open dialog
* Update changelog
4 weeks ago
Thomas Kaul
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
4 weeks ago
Thomas Kaul
179be2f564
Task/add portfolio summary tests ( #7458 )
Add portfolio summary tests
4 weeks ago
Thomas Kaul
c383eade6f
Task/improve language localization for DE (20260801) ( #7497 )
* Update translations
* Update changelog
4 weeks ago
Thomas Kaul
0e42a62e92
Task/improve color of checkboxes in type filter of activities table component ( #7493 )
Improve color of checkboxes
4 weeks ago
github-actions[bot]
5ccd1dece5
Task/update locales ( #7488 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
4 weeks ago
Thomas Kaul
031b3b68c7
Bugfix/deletion of activities to respect activity type and date range filter ( #7492 )
* Respect activity type and date range filter
* Update changelog
4 weeks ago
Thomas Kaul
9b3f7eff5f
Task/improve search log output for unsupported queries ( #7480 )
* Improve search log output for unsupported queries
* Update changelog
4 weeks ago
Thomas Kaul
0a01d4234a
Bugfix/daily requests check in Ghostfolio data provider ( #7485 )
Fix daily requests check
4 weeks ago
Thomas Kaul
81e4abbfeb
Feature/add daily request limit ( #7487 )
Add daily request limit
4 weeks ago
Thomas Kaul
bf923f1afe
Task/improve style of tabs in various dialogs on mobile ( #7481 )
* Improve tabs style
* Update changelog
4 weeks ago
Thomas Kaul
1770350516
Bugfix/static portfolio analysis rules for portfolio with no holdings ( #7466 )
* Fix static portfolio analysis rules for portfolio with no holdings
* Update changelog
4 weeks ago
Thomas Kaul
df2e96fc6f
Task/improve performance of property service by caching properties ( #7484 )
* Improve performance by caching properties in memory
* Update changelog
4 weeks ago
Thomas Kaul
0e76040edc
Task/improve language localization for DE (20260731) ( #7479 )
* Add translations
* Update changelog
4 weeks ago
github-actions[bot]
794449e682
Task/update locales ( #7463 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 month ago
Thomas Kaul
52fa7c2240
Task/consolidate markets pages ( #7471 )
* Consolidate markets pages
* Update changelog
1 month ago
Thomas Kaul
3d06f2906b
Task/add missing status of GHOSTFOLIO data provider in case of invalid API key ( #7476 )
Add missing status of GHOSTFOLIO data provider in case of invalid API key
1 month ago
Thomas Kaul
1fa05f31eb
Bugfix/allow removing invalid Ghostfolio API key ( #7470 )
Allow removing invalid Ghostfolio API key
1 month ago
CoderVJain
8c2696ee4a
Task/improve language localization for UK (20260730) ( #7474 )
* Update translations
* Update changelog
1 month ago
santichausis
6697b8f1cb
Task/improve language localization for Spanish (ES) ( #7456 )
* Update translations
* Update changelog
1 month ago
Thomas Kaul
6318c064af
Task/refactor line charts to share chart configuration ( #7438 )
* Refactor line chart components to share common chart configuration
* Update changelog
1 month ago
Thomas Kaul
b8f6037f8c
Bugfix/ignore future-dated account balances in portfolio calculation ( #7436 )
* Ignore future-dated account balances in the portfolio calculation
* Update changelog
1 month ago
Thomas Kaul
17f0fe87b1
Task/move tags to overview tab of account and holding detail dialogs ( #7465 )
* Move tags to overview tab
* Update changelog
1 month ago
Thomas Kaul
19fe447655
Feature/add tags to account detail dialog ( #7460 )
* Add tags (read-only)
* Update changelog
1 month ago
Thomas Kaul
f336247e8b
Task/add overview tab to account detail dialog ( #7462 )
* Add overview tab
* Update changelog
1 month ago
Thomas Kaul
65c2575bd7
Task/improve language localization for DE (20260729) ( #7457 )
* Update translations
* Update changelog
1 month ago