Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
* Move break down of performance to general availability
* Update changelog
1 year ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
1 year ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
* Remove isDefault flag from Account database schema
* 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
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
* Improve validation for currency
* Update changelog
1 year ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
1 year ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
* Add INACTIVE as user role
* Update changelog
1 year ago
Thomas Kaul
6f7cbc93b9
Add missing type ( #3023 )
1 year ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
* Handle premium data provider in getQuotes()
1 year ago
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
* Refactor query to filter activities of excluded accounts
* Update changelog
1 year ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
1 year ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
* Add accounts tab to position detail dialog
* Update changelog
1 year ago
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
1 year ago
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
* Fix date conversion
* Update changelog
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
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
893e76f83f
Feature/provide data provider info in search ( #2958 )
* Provide data provider info in search
* 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
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
* Add investment value to chart
* Update changelog
1 year ago
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
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
40b6777814
Add upgrade plan button ( #2937 )
1 year ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
* Add account selector to 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
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
* Add date range selector including WTD and MTD to assistant
* Update changelog
1 year ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
1 year ago
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
1 year ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
* Fix fee conversion
* 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
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
* Improve asset profile validation for MANUAL data source
* Update changelog
1 year ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
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
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
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
* Break down performance into asset and currency
* Nullify values
* 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
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* Update changelog
1 year ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
* Grant private access
* 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
23d323073d
Fix performance percentage for 1d ( #2814 )
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
1 year ago
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
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
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
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
* Use HasPermission in endpoints
* Update changelog
1 year ago
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
* Add support to search for an asset profile by id
* Update changelog
1 year ago