ghostfolio

Added

• Added support to search for an asset profile by id as an administrator

Changed

• Set the select column of the lazy-loaded activities table to stick at the end (experimental)
• Dropped the activity id in the activities import
• Improved the validation of the currency management in the admin control panel
• Improved the performance of the value redaction interceptor for the impersonation mode by eliminating cloneDeep
• Modernized the Nx executors
  • @nx/eslint:lint
  • @nx/webpack:webpack
• Upgraded prettier from version 3.1.0 to 3.1.1
• Upgraded prisma from version 5.7.0 to 5.7.1

Fixed

• Reset the letter spacing in buttons

Changed

• Introduced the lazy-loaded activities table to the account detail dialog (experimental)
• Introduced the lazy-loaded activities table to the import activities dialog (experimental)
• Introduced the lazy-loaded activities table to the position detail dialog (experimental)
• Improved the font weight in the value component
• Improved the language localization for Türkçe (tr)
• Upgraded angular from version 17.0.4 to 17.0.7
• Upgraded to Inter 4 font family
• Upgraded Nx from version 17.0.2 to 17.2.5

Fixed

• Fixed the loading state in the lazy-loaded activities table on the portfolio activities page (experimental)
• Fixed the edit of activity in the lazy-loaded activities table on the portfolio activities page (experimental)

Special Thanks

• @dtslvr
• @sadmimye

Added

• Added support for column sorting to the lazy-loaded activities table on the portfolio activities page (experimental)
• Extended the benchmarks of the markets overview by the current market condition (all time high)

Changed

• Adjusted the threshold to skip the data enhancement (Trackinsight) if data is inaccurate
• Upgraded prisma from version 5.6.0 to 5.7.0

Added

• Introduced a lazy-loaded activities table on the portfolio activities page (experimental)

Changed

• Set the actions columns of various tables to stick at the end
• Increased the height of the tabs on mobile
• Improved the language localization for German (de)
• Improved the language localization for Türkçe (tr)
• Upgraded marked from version 4.2.12 to 9.1.6
• Upgraded ngx-markdown from version 15.1.0 to 17.1.1
• Upgraded ng-extract-i18n-merge from version 2.8.3 to 2.9.0

Fixed

• Fixed an issue in the biometric authentication registration

Special Thanks

• @dtslvr
• @sadmimye

Added

• Added a historical cash balances table to the account detail dialog
• Introduced a HasPermission annotation for endpoints

Changed

• Relaxed the check for duplicates in the preview step of the activities import (allow same day)
• Respected the withExcludedAccounts flag in the account balance time series

Fixed

• Changed the mechanism of the INTRADAY data gathering to operate synchronously avoiding database deadlocks

Special Thanks

• @dtslvr
• @ms32035
• @thesanjeevsharma
• @underwater

Changed

• Reverted Nx from version 17.1.3 to 17.0.2

Changed

• Extended the chart in the account detail dialog by historical cash balances
• Improved the error log for a timeout in the data source request
• Improved the language localization for German (de)
• Upgraded angular from version 16.2.12 to 17.0.4
• Upgraded Nx from version 17.0.2 to 17.1.3

Changed

• Upgraded prisma from version 5.5.2 to 5.6.0
• Upgraded yahoo-finance2 from version 2.8.1 to 2.9.0

Special Thanks

• @borgoat
• @dtslvr
• @GrantBirki

Added

• Added a blog post: Black Friday 2023

Changed

• Upgraded http-status-codes from version 2.2.0 to 2.3.0

Fixed

• Handled reading items from missing transaction point while getting the position (getPosition()) in portfolio service

Added

• Added a blog post: Black Friday 2023

Changed

• Upgraded http-status-codes from version 2.2.0 to 2.3.0

Fixed

• Handled reading items from missing transaction point while getting the position (getPosition()) in portfolio service

Changed

• Improved the language localization for German (de)

Fixed

• Fixed the "too many bind variables in prepared statement" issue of the data range functionality (getRange()) in the market data service

Added

• Extended the benchmarks in the markets overview by 50-Day and 200-Day trends (experimental)
• Set up the language localization for Polski (pl)

Changed

• Improved the data source validation in the activities import
• Changed Twitter to 𝕏
• Improved the selection in the twitter bot service
• Improved the language localization for German (de)
• Upgraded ng-extract-i18n-merge from version 2.7.0 to 2.8.3
• Upgraded prettier from version 3.0.3 to 3.1.0

Special Thanks

• @Dhoni77
• @dtslvr

Added

• Added the platform icon to the account selectors in the cash balance transfer from one to another account
• Added the platform icon to the account selector of the create or edit activity dialog

Changed

• Optimized the style of the carousel component on mobile for the testimonial section on the landing page
• Introduced action menus in the overview of the admin control panel
• Harmonized the name column in the historical market data table of the admin control panel
• Refactored the implementation of the data range functionality (getRange()) in the market data service

Changed

• Extended the system message

Fixed

• Fixed the unit for the Zen Mode in the overview tab of the home page
• Fixed an issue to get quotes in the Financial Modeling Prep service

Changed

• Removed the loading indicator of the unit on the overview tab of the home page
• Improved the import of historical market data in the admin control panel
• Increased the timeout in the health check endpoint for data enhancers
• Increased the timeout in the health check endpoint for data providers
• Removed the account type from the Account database schema

Special Thanks

• @Dhoni77
• @dtslvr

Added

• Added a data migration to set accountType to NULL in the account database table

Changed

• Improved the language localization for the Fear & Greed Index (market mood)
• Improved the language localization for German (de)

Fixed

• Improved the handling of derived currencies (GBp, ILA, ZAc)

Added

• Added support to import activities by isin in the Yahoo Finance service
• Added a new tag with the major version to the docker image on Docker Hub
• Added a blog post: Hacktoberfest 2023 Debriefing

Changed

• Upgraded angular from version 16.2.1 to 16.2.12

Fixed

• Fixed an issue to get quotes in the CoinGecko service
• Loosened the validation in the activities import (expects values greater than or equal to 0 for fee, quantity and unitPrice)
• Handled an issue with a failing database query (account.findMany()) related to activities without account

Special Thanks

• @dtslvr
• @ianschmitz
• @lmoe

Added

• Added a button to edit the exchange rates in the admin control panel

Changed

• Improved the language localization for German (de)

Fixed

• Fixed an issue in the biometric authentication
• Fixed the alignment of the icons in various menus

Changed

• Improved the check for duplicates in the preview step of the activities import (allow different accounts)
• Improved the usability and validation in the cash balance transfer from one to another account
• Changed the checkboxes to slide toggles in the overview of the admin control panel
• Switched from the deprecated (PUT) to the new endpoint (POST) to manage historical market data in the asset profile details dialog of the admin control panel
• Improved the date parsing in the import historical market data of the admin control panel
• Improved the localized meta data (keywords) in html files
• Improved the language localization for German (de)
• Upgraded prisma from version 5.4.2 to 5.5.2

Special Thanks

• @dtslvr
• @iajaymk

Added

• Added support to edit the name, asset class and asset sub class of asset profiles with MANUAL data source in the asset profile details dialog of the admin control panel

Changed

• Improved the style and wording of the position detail dialog
• Improved the validation in the activities import (expects positive values for fee, quantity and unitPrice)
• Improved the validation in the cash balance transfer from one to another account (expects a positive value)
• Changed the currency selector in the create or update account dialog to @angular/material/autocomplete
• Upgraded Nx from version 16.7.4 to 17.0.2
• Upgraded uuid from version 9.0.0 to 9.0.1
• Upgraded yahoo-finance2 from version 2.8.0 to 2.8.1

Fixed

• Fixed the chart in the account detail dialog for accounts excluded from analysis
• Verified the current benchmark before loading it on the analysis page

Special Thanks

• @Basimohd
• @Dhoni77
• @dtslvr
• @rafacla
• @rahulrk-dev