Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
1 year ago
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
* Support overriding name of asset profile dialog
* Update changelog
1 year ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
1 year 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>
1 year ago
Thomas Kaul
82c78cad6b
Format ( #3155 )
1 year ago
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
1 year ago
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
* Release 2.63.1
1 year ago
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
* Upgrade countries-list to version 3.1.0
* Update changelog
1 year ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
1 year ago
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
1 year ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
1 year ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
1 year ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
1 year ago
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
* Improve activities import by ISIN number
* Update changelog
1 year ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
* Add missing default currency
* Update changelog
1 year ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
* Expose Redis database via environment variable
* Update changelog
1 year ago
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
1 year ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
* Handle premium data provider in getQuotes()
1 year ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
* Eliminate search request to get quotes
* Update changelog
1 year ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
* Introduce setting to disable data gathering
* Update changelog
1 year ago
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
* Harmonize env variables of various API keys
* Update changelog
1 year ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
* Add missing data provider info
* Update changelog
1 year ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
* Provide data provider info in search
* Update changelog
1 year ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
1 year ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
* Fix import
* Update changelog
1 year ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
* Format name
* Update changelog
1 year ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
* Improve validation of non-numeric numbers
* Update changelog
1 year ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
* Add support for importing dividends
* Update changelog
1 year ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
* Improve handling of derived currencies
* Update changelog
1 year ago
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
1 year ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
* Add support for editing countries and sectors
* Update changelog
1 year ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
* Increase timeout to load historical data
* Update changelog
1 year ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
* Validate currency
* Update changelog
1 year ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
* Always get quotes (with fallback to historical data)
* Update changelog
1 year ago
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
* Fix conversion from ZAR to ZAc
* Update changelog
1 year ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
* Fix currency
* Update changelog
1 year ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
1 year ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
* Add CoinGecko API keys support
* Update changelog
1 year ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
* Support REST APIs in scraper
* Update changelog
1 year ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
1 year ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
* Increase timeout
* Update changelog
1 year ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
* Add support to edit currency
* Update changelog
1 year ago
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
* Improve handling of USX
* Update changelog
1 year ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago