Thomas Kaul
e4ec5f213e
Feature/extend personal finance tools pages 20231026 ( #2547 )
* Improve wording (vs)
* Improve breadcrumb (vs)
* Add Beanvest
* Add Wealthica
* Update locales
1 year ago
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
* Add validation rule (positive number)
* Update changelog
1 year ago
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
* Extend asset profile dialog form
* Update changelog
1 year ago
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Thomas Kaul
cb166dcc78
Redirect to membership page ( #2527 )
1 year ago
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
* Setup OpenFIGI
* Update changelog
1 year ago
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
1 year ago
Thomas Kaul
1666486940
Bugfix/trim text in i18n service ( #2520 )
* Trim text
* Update changelog
1 year ago
Aldrin
29028a81f5
Add i18n service to query XML files ( #2503 )
* Add i18n service to query XML files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol ( #2504 )
* Match dataSource and symbol
* Update changelog
1 year ago
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source ( #2479 )
* Add support for creating asset profiles with MANUAL data source
* Refactoring
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Kevin
8492a8fed0
Upgrade simplewebauthn ( #2498 )
* Upgrade simplewebauthn to new major version
* Update changelog
1 year ago
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Kevin
b6101c6375
Feature/import historical data ( #2448 )
* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Kevin
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
* Add date
* Update changelog
1 year ago
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service ( #2457 )
* Improve conversion of currency symbols
* Update changelog
1 year ago
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form ( #2437 )
* Support enter key press to submit access dialog form
* Update changelog
1 year ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
* Introduce assistant
* Update changelog
1 year ago
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
* Introduce search query filter
* Update changelog
1 year ago
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
* Add dialog for cash transfer between accounts
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Vlad Prodan
4af76f6f6d
Fix hasNotDefinedValuesInObject() in object.helper.ts ( #2421 )
1 year ago
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
* Add application version to admin endpoint
* Update changelog
1 year ago
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
* Improve form in account dialog
* Update changelog
1 year ago
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
* Add checkbox functionality to set / unset benchmark
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint ( #2382 )
* Add request params (ship, take) for pagination to GET order endpoint
* Update changelog
1 year ago
Thomas Kaul
41875e70d6
Extend personal finance tools ( #2403 )
1 year ago
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
1 year ago
Thomas Kaul
0b2f6a312c
Sort imports ( #2399 )
1 year ago
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
* Add tag management
* Update locales
* Update changelog
1 year ago
Thomas Kaul
6230aa87e2
Feature/add hacktoberfest 2023 blog post ( #2359 )
* Add blog post: Hacktoberfest 2023
* Update changelog
1 year ago
Thomas Kaul
01b6bb5b99
Clean up ( #2390 )
1 year ago
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source ( #2379 )
* Skip data gathering
* Update changelog
1 year ago
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
* Fix assetClass and assetSubClass
* Update changelog
1 year ago
Thomas Kaul
6d9191a46f
Feature/setup turkish ( #2300 )
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
1 year ago
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
* Extend pages
* Refactoring
1 year ago
Thomas Kaul
8f64a77a9d
Clean up ( #2329 )
1 year ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
* Add support for interest
* Update changelog
1 year ago
Rafael
e23bf62859
Fix Memory Leak on Data Gathering when server TZ is behind UTC ( #2332 )
* Fix for timezones behind UTC (the previous code converted the date to one day before (in local time) then added a day, which resulted in the same day after converting back to UTC and thus generating an infinite loop)
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year 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
1 year ago
Thomas Kaul
7f25066f0f
Remove ALPHA_VANTAGE_API_KEY ( #2345 )
1 year ago
Thomas Kaul
93c27277c6
Extend sitemap with Italian pages ( #2337 )
1 year ago
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
* Remove account type from user interface and set it optional
* Update changelog
1 year ago
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
* Improve timeout
* Update changelog
1 year ago
Thomas Kaul
1fe1e2fe0c
Feature/improve read only mode ( #2322 )
* Improve read-only mode
* Update changelog
1 year ago
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface ( #2326 )
* Harmonize style
* Update changelog
1 year ago
Thomas Kaul
6161d5e77c
Feature/improve logger output of info service ( #2331 )
* Improve context of logger output
* Update changelog
1 year ago