Brandon Wortman
d020ced278
Remove redundant console.warn #2288
1 year ago
Brandon Wortman
cedcf9ea94
Reuse fetchSymbolItem() from DataService and use exposed DATA_SOURCE_IMPORT from dataService.fetchInfo() #2288
1 year ago
Brandon Wortman
8971e5dc83
Formatting Add Line Break #2288
1 year ago
Brandon Wortman
134586cd33
Decouple GUI service with Import Service #2288
1 year ago
Brandon Wortman
a19b6256c7
Fix formatting comments #2288
1 year ago
Brandon Wortman
3aa1633d4f
Support CSV file format of Yahoo Finance in activities import #2288 Fix Formatting
Passing all local tests/checks/build
1 year ago
Brandon Wortman
0e07415bf8
Support CSV file format of Yahoo Finance in activities import #2288
Added default warnings for no type or fee provided
Future: localize messages
1 year ago
Brandon Wortman
f5e92a663d
Support CSV file format of Yahoo Finance in activities import #2288
Rearranged date keys to prioritize trade date over date due to both provided in Yahoo CSV.
If no currency is found in CSV make API call to gather currency info for symbol.
If no fee provided, default to 0 (fee free).
If no type provided, default to 'BUY'.
Next: provide UI warnings for both above.
1 year ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years 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>
2 years ago
Thomas Kaul
827270704a
Bugfix/fix import for activities of type fee and interest ( #2474 )
* Fix import for activities of type fee and interest
* Update changelog
2 years ago
Arshad Jamal
25112a450b
Add support for comment in csv import ( #2416 )
* Add support for comment in csv import (activities)
* Update changelog
2 years ago
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
* Extend supported date formats in activities import
* Update changelog
2 years ago
Thomas Kaul
be36050d76
Release 1.280.0 ( #2068 )
3 years ago
Thomas Kaul
64087de3fc
Bugfix/fix date format parsing in activities import ( #2051 )
* Fix date format parsing
* Update changelog
3 years ago
Thomas Kaul
97bcd8ff49
Feature/enforce yyyy instead of yy as date format in activities import ( #2036 )
* Enforce yyyy (instead of yy)
* Update changelog
3 years ago
Thomas Kaul
6a1fad611c
Bugfix/add missing data source in activities import ( #1930 )
* Add dataSource
* Update changelog
3 years ago
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
* Optionally update cash balance when adding activity
* Update changelog
3 years ago
Thomas Kaul
732b14c6ab
Feature/improve activities import for csv files of ibkr ( #1824 )
* Improve import for csv files by Interactive Brokers
* Update changelog
3 years ago
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
3 years ago
Thomas Kaul
a850e8ca22
Import dividend ( #1560 )
* Import dividend
* Update changelog
3 years ago
Thomas Kaul
d545e4877c
Feature/improve activities import by preview step ( #1540 )
* Improve activities import
* Update changelog
3 years ago
Yash Solanki
a08610b603
Feature/improve activities import ( #1531 )
3 years ago
Thomas Kaul
6d12c27f9c
Feature/rename transactions to activities page ( #1424 )
* Rename transactions to activities
* Update changelog
3 years ago
Mitchell
fca0a688b6
parse csv date in ISO format ( #1303 )
* Handle various date formats
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
4dc76817ce
Bugfix/fix import validation for numbers equal zero ( #875 )
* Fix import validation for numbers equal 0
* Update changelog
4 years ago
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
* Rename orders to activities
* Update changelog
4 years ago
Thomas Kaul
6762572658
Feature/setup api versioning ( #783 )
* Setup API versioning
* Update changelog
4 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
4 years ago
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
4 years ago
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
* import csv with account id
4 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>
4 years ago
Thomas Kaul
3435b3a348
Feature/make the csv import more flexible ( #573 )
* Make the csv import more flexible
* Update changelog
4 years ago
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
* Extend import validation message
* Update changelog
4 years ago
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
* Support import of csv files
* Update changelog
4 years ago