Commit Graph

101 Commits

Author SHA1 Message Date
hackerESQ 6f72a03ecf fix: specifically use factory import 2024-12-06 16:10:27 -06:00
hackerESQ 5b8e4c634e fix: remove validation which could prevent selfhosting w ollama 2024-12-06 16:09:03 -06:00
hackerESQ cb9199431a feat: adds ollama support 2024-12-06 16:01:53 -06:00
hackerESQ cba9fe1e7b feat: adds pagination to recent activity list 2024-11-29 14:22:35 -06:00
hackerESQ 0d40fd92f0 fix: adds validation for transaction date (no post-dated transactions) 2024-11-07 18:06:27 -06:00
hackerESQ 536ca56c24 fix:ensure portfolio is available on transactions page 2024-11-07 16:18:29 -06:00
hackerESQ 489bbbbec6 fix:language trans for disclaimer 2024-11-06 16:08:16 -06:00
hackerESQ c3e5d216ab fix:trim input strings including symbols 2024-11-06 10:49:12 -06:00
hackerESQ 56ceb92c2b fix:refined follow up prompt 2024-11-03 16:13:24 -06:00
hackerESQ 73dd885741 feat:adds more robust suggested follow up prompts
ensures the ai agent has access to the current date
2024-11-01 23:18:22 -05:00
hackerESQ 9cd6a37b05 fix:make chat window more mobile friendly 2024-11-01 22:13:40 -05:00
hackerESQ dfdb2af59f fix:steal focus for chat window 2024-11-01 14:26:11 -05:00
hackerESQ 6231baefe9 fix:formatting for AI generated responses 2024-10-31 15:19:59 -05:00
hackerESQ 4c1da2308e feat:adds LLM capabilities to chat with your portfolios and holdings 2024-10-31 12:09:06 -05:00
hackerESQ 4f6e3c3711 feat:add name field to onboarding flow 2024-10-29 12:38:15 -05:00
hackerESQ 863627bb42 fix:trim whitespace from form fields 2024-10-29 12:38:05 -05:00
hackerESQ be859ad859 fix:improve modal performance and useability 2024-10-28 19:32:04 -05:00
hackerESQ b327059400 feat:verify email after onboarding flow 2024-10-25 22:14:36 -05:00
hackerESQ 9d9baa8857 fix:math for % earnings 2024-10-25 21:15:43 -05:00
hackerESQ 31af05bf70 fix:drawer not able to scroll 2024-10-25 16:12:57 -05:00
hackerESQ cd47abddc6 fix:exclude wishlists from performance chart 2024-10-24 20:14:14 -05:00
hackerESQ 9788070a16 feat:finalize background imports 2024-10-24 18:07:25 -05:00
hackerESQ 400ee1c6f2 fix:password rules should be enforced 2024-10-24 17:20:55 -05:00
hackerESQ 3c368310ad feat:improved background importing 2024-10-24 14:48:24 -05:00
hackerESQ feab24ed2f feat:make uploads work for vapor 2024-10-23 16:08:58 -05:00
hackerESQ d53d1a3ed3 tests:adds testing to portfolio access policy 2024-10-22 22:24:39 -05:00
hackerESQ b6a123a90f feat:onboarding flow for new users 2024-10-22 20:29:54 -05:00
hackerESQ 5756fa06d7 feat:invitation email for shared portfolios 2024-10-22 17:39:42 -05:00
hackerESQ d1dbf3af62 fix:improve access controls and language
also adds improved dialogs / modals
2024-10-22 16:48:53 -05:00
hackerESQ c1a4a44024 fix:more title case fixes 2024-10-22 12:41:18 -05:00
hackerESQ 965303b6b0 fix:sentence case for translations 2024-10-22 12:36:43 -05:00
hackerESQ 6b424e2dcc fix:mobile responsive for holdings table 2024-10-22 12:13:36 -05:00
hackerESQ 3fd66d1138 feat:add auto grow text box 2024-10-21 23:02:18 -05:00
hackerESQ 740a29ce04 fix:types for new user 2024-10-21 22:33:02 -05:00
hackerESQ f93bfad3ce feat:adds ability to share portfolios
also includes basic permissions and authorization
2024-10-21 22:23:20 -05:00
hackerESQ 63c4c1c228 fix:update dividend options to manage holding 2024-10-20 20:00:06 -05:00
hackerESQ 074cfa70fb formatting for reinvestments 2024-10-18 22:18:25 -05:00
hackerESQ 83c5561edb formatting link on import export page 2024-10-18 21:21:20 -05:00
hackerESQ 51c33ebec0 adds dividend re-investment feature 2024-10-18 20:46:22 -05:00
hackerESQ 23615c7309 chart stylying 2024-10-18 19:42:53 -05:00
hackerESQ 31b551e34a fix:mobile support 2024-10-01 13:58:17 -05:00
hackerESQ 9e173ecc35 fix:order by asc on date 2024-09-27 10:56:11 -05:00
hackerESQ 367fd7802b fix:order of data series 2024-09-27 10:51:43 -05:00
hackerESQ ed4d955507 debug for dailychanges 2024-09-25 20:59:09 -05:00
hackerESQ 32fed82772 scope dashboard to mydailychanges 2024-09-25 19:41:48 -05:00
hackerESQ 7d119a8c24 simplify tests and daily change calculations 2024-09-23 15:09:35 -05:00
hackerESQ 5fbe1ef9d4 show dividends on apex chart 2024-09-19 21:31:54 -05:00
hackerESQ 9d808cd447 rate limit on import 2024-09-19 21:26:29 -05:00
hackerESQ 0748ff012d show loader on export 2024-09-18 20:03:26 -05:00
hackerESQ 5bb601f869 move to custom x-form component and fix htmlspecialentities issue 2024-09-18 19:51:05 -05:00