helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
* Fix date conversion in import of historical market data
* Update changelog
1 year ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
* Remove liabilities from allocations calculation
* Update changelog
1 year ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* 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
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
* Move assistant from experimental to general availability
* Update changelog
1 year ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
* Remove tabs
* Add asset class selector
* Update changelog
1 year ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
* Add account selector to assistant
* Update changelog
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
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
1 year ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* 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
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
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* Update changelog
1 year ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
1 year ago
Thomas Kaul
833982a9de
Bugfix/fix biometric authentication registration ( #2713 )
* Remove token on device registration
* Update changelog
1 year ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
8c1b45f35b
Bugfix/fix exception in webauthn page ( #2564 )
* Remove useBrowserAutofill option in startAuthentication()
* Update changelog
2 years ago
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
* Improve historical market data import
* Update changelog
2 years ago
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
* Extend asset profile dialog form
* Update changelog
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
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
2 years ago
Kevin
8492a8fed0
Upgrade simplewebauthn ( #2498 )
* Upgrade simplewebauthn to new major version
* Update changelog
2 years 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>
2 years 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>
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
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
* Introduce assistant
* 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
Thomas Kaul
727340748b
Clean up imports ( #2411 )
2 years 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>
2 years ago
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
* Add tag management
* Update locales
* 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
754b49e50f
Feature/shorten page titles ( #2273 )
* Shorten page titles
* Update changelog
2 years ago
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
* Fix cash position rows
* Update changelog
2 years ago
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
* Rename queries to presets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
2 years ago
Thomas Kaul
5d26d94586
Sort imports ( #2142 )
2 years ago
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
* Extend scraper configuration support
* Update changelog
2 years ago
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
* Add pagination
* Update changelog
2 years ago
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2 years ago
Arghya Ghosh
d0a4f5c000
Feature/added ability to add asset profile in admin control panel ( #2075 )
* Added ability to add asset profile in admin control panel
* Update changelog
2 years ago
Thomas Kaul
be36050d76
Release 1.280.0 ( #2068 )
2 years ago
Thomas Kaul
64087de3fc
Bugfix/fix date format parsing in activities import ( #2051 )
* Fix date format parsing
* Update changelog
2 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
2 years ago
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago