Releases: venil7/assets
Release list
1.8.1 - Enrichment caching & Multilayer chart
New Features
- Enrichment Caching - Implemented caching layer for enrichment operations to improve performance
- Multi-Chart Support - Added support for displaying multiple asset charts in a single view with distinct colors for each layer
- Additional User Preferences - Users can now store additional preferences via JSON in the database
- Enhanced Prefs UI - New "Additional Prefs" component for managing user preferences with layered chart support
- Auto Chart Component - New AutoChart component for automatic chart selection and rendering
Infrastructure & Database
- Database Migrations - New migration (007_extends_prefs) to support additional currencies and JSON-based preferences
- Down Migrations - Added proper down migration support for rollback capability
- Cache Service Improvements - Enhanced caching mechanism with proper key generation and lifecycle management
Updates & Improvements
README.md - Added additional documentation and screenshots showing the new multi-chart visualization capabilities
- Dependency Updates - Updated package dependencies for improved compatibility
- Portfolio View Enhancements - Updated portfolio component to work with the new caching and prefs system
- Chart Rendering - Improved multi-asset chart rendering with better color management
- Test Coverage - Added tests for multi-chart scenarios
Bug Fixes & Technical Improvements
- Fixed caching key generation
- Improved cache synchronization across services
- Updated prefs update tracking to reflect modification timestamps
- Enhanced error handling and validation
Full Changelog: 1.8.1...1.8.1
1.8.0 PnL calculation refactor, mobile UI facelift
What's Changed
-
Feature/returns calc refac by @venil7 in #31
- Facelift and mobile friendly UI
- Improved add transaction UI
- refactor packages, now core, backend and UI
- refactor profit & loss calculation with SQL view & polars
- asset details, including realized profit asset , range, fx impact
- portfolio details and summary, including realized profit, range
- lots and lots of minor bug fixes
Full Changelog: 1.7.1...1.8.0
1.7.1 bugfixes & performance improvements
[x] move asset to another portfolio
[x] window titles - @unhead/react
[x] remove node_modules, replace with bun bun Native encryption
[x] chore: move fp-express to backed
[x] chore: move assets-core to core
[x] delete non empty portfolio bug
[x] preferences should reset breadcrumb
What's Changed
Full Changelog: 1.7.0...1.7.1
1.7.0. transaction aware enrichment
1.7.0
[x] fix mapDecoder -> chainDecoder
[x] fix timestamps (* 1000)
[x] fix GBp price display
[x] remove custom decoder nonEmptyString
[x] , multiple currencies
[x] FX impact, per transaction and total
[x] portfolio combine charts, for assets with no holdings
[x] explore if TX enricher can work wothout enriched asset
[x] clone from existing transaction
[x] show rate in add tx window
[x] show tx details
[x] asset_holding -> assets_ext, asset_transactions to be replaced by transactions_ext
What's Changed
Full Changelog: 1.6.0...1.7.0
1.6.0. Transaction upload via CSV
Upload External Transactions
It is possible to upload transactions for individual assets using CSV files, which can usually be downloaded from most brokers and platforms. The CSV file should have the following columns:
- type: The type of transaction, either "buy" or "sell" (case insensitive)
- quantity: The number of shares (float)
- price: The price per share (float)
- date: The date of the transaction in ISO format
- comments: Any comments related to the transaction (can be left blank)
Example:
type,quantity,price,date,comments
buy,65,1,2025-05-11T06:56:39.379Z,comment
sell,18,2,2025-06-12T06:56:39.379Z,
Various other bugfixes & improvements
What's Changed
Full Changelog: 1.5.0...1.6.0
1.5.0. user management
1.4.0 added base currencies
What's Changed
Full Changelog: 1.3.2...1.4.0
The following bases currencies are supported now:
- USD - United States Dollar
- GBP - Pound Sterling
- EUR - Euro
- CAD - Canadian Dollar
- AUD - Australian Dollar
- CHF - Swiss Franc
- SEK - Swedish Krona
- NOK - Norwegian Krone
- DKK - Danish Krone
- NZD - New Zealand Dollar
- JPY - Japanese Yen