ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	79e2ad5861	Fix rounding of value per account and platform Aggregate the value of accounts and platforms with Big.js, so that activities cancelling each other out result in exactly zero instead of a floating-point residue. Such a residue distorted the allocation per account in the holding detail dialog, e.g. -8.5277e-16 for a closed position and 1.0000000000000009 for the remaining one. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>	7 days ago
Thomas Kaul	cb6da5c24f	Task/migrate isDraft of activity to draft tag (#7551 ) * Migrate isDraft of activity to draft tag * Update changelog	1 week ago
Thomas Kaul	7754864419	Bugfix/handle unknown country names in data enhancer for asset profile data (#7574 ) * Handle unknown country names * Update changelog	1 week ago
Thomas Kaul	9b58da04d4	Feature/add coverage rule to emergency fund section on X-ray page (#7538 ) * Add emergency fund coverage rule * Update changelog	1 week ago
Thomas Kaul	8a4d33bbe3	Task/resolve ISIN to symbol of data provider in activities import (#7542 ) * Resolve ISIN to symbol of data provider * Update changelog	1 week ago
Thomas Kaul	74211cd685	Task/improve check for duplicates in preview step of activities import (#7541 ) * Improve check for duplicates * Update changelog	2 weeks ago
Thomas Kaul	bb946de25c	Feature/warm up portfolio snapshot calculation during biometric authentication (#7427 ) * Warm up portfolio snapshot calculation during biometric authentication * Update changelog	2 weeks ago
Thomas Kaul	4386d22e53	Bugfix/percentage values in impersonation mode with unrestricted access (#7522 ) * Fix percentage values in impersonation mode with unrestricted access * Fix savings rate in impersonation mode * Improve savingsRate on FIRE page * Update changelog	2 weeks ago
Thomas Kaul	ddd20d3099	Task/remove redundant balance attribute from account (#7546 ) * Remove redundant balance attribute from account * Update changelog	2 weeks ago
Thomas Kaul	9c78bc29a4	Task/extract non-investment activity types constant (#7535 ) Extract non-investment activity type	2 weeks ago
Thomas Kaul	ee7c303771	Bugfix/handle exception in country weightings parsing of FMP service (#7544 ) * Handle exception in country weightings parsing * Update changelog	2 weeks ago
Thomas Kaul	ef084b642a	Task/improve log of symbol lookup in Trackinsight data enhancer (#7543 ) Improve log level and message	2 weeks ago
Thomas Kaul	b812bc7421	Task/guard system tags in admin control panel (#7532 ) * Guard system tags against deletion and renaming * Update changelog	2 weeks ago
Thomas Kaul	5bbdf52e19	Feature/add platform logo to account selector in create or update activity dialog (#7524 ) * Add platform logo to account selector * Update changelog	2 weeks ago
Thomas Kaul	61cac99d54	Task/improve symbol validation for assets with manual data source (#7467 ) * Improve symbol validation for assets with manual data source * Update changelog	2 weeks ago
Thomas Kaul	851901916b	Task/improve handling of Exclude from Analysis tag (#7533 ) * Improve handling of Exclude from Analysis tag * Update changelog	2 weeks ago
Thomas Kaul	0b9df572ba	Task/optimize performance of search in assistant (#7534 ) * Improve performance of search in assistant by reusing cached portfolio snapshot * Update changelog	2 weeks ago
Thomas Kaul	8ac551fc44	Feature/support account platforms in activities import (#7515 ) * Support account platforms in activities import * Update changelog	2 weeks ago
Thomas Kaul	7d053caf80	Bugfix/portfolio snapshot cache write and initialization retry limit (#7517 ) * Fix portfolio snapshot cache write and initialization retry limit * Update changelog	2 weeks ago
Thomas Kaul	75e3d032ab	Feature/stock splits setup (part 2) (#7523 ) Improve stock splits setup	2 weeks ago
Thomas Kaul	3eaba49f19	Task/improve handling of encoded data source in user settings (#7521 ) Improve handling of encoded data source in user settings	2 weeks ago
Thomas Kaul	0efadd7c8c	Task/destructure query parameters in controllers (part 2) (#7505 ) Destructure query parameters in controllers	2 weeks ago
Thomas Kaul	d08239f31f	Task/destructure query parameters in controllers (#7495 ) Destructure query parameters in controllers	2 weeks ago
Thomas Kaul	ddf446f915	Feature/stock splits setup (#7251 ) * Stock splits setup * Update changelog	2 weeks ago
Thomas Kaul	263e064fd6	Task/remove deprecated attribute isExcluded from account (#7253 ) * Remove deprecated attribute isExcluded from account * Update changelog	2 weeks ago
Thomas Kaul	5e9ac0169e	Task/remove deprecated firstOrderDate from portfolio performance endpoint response (#7483 ) * Remove deprecated firstOrderDate * Update changelog	2 weeks ago
Thomas Kaul	5f47a2f2a7	Task/improve export functionality (#7499 ) * Improve export functionality * Update changelog	2 weeks ago
Thomas Kaul	179be2f564	Task/add portfolio summary tests (#7458 ) Add portfolio summary tests	2 weeks ago
Thomas Kaul	031b3b68c7	Bugfix/deletion of activities to respect activity type and date range filter (#7492 ) * Respect activity type and date range filter * Update changelog	2 weeks ago
Thomas Kaul	9b3f7eff5f	Task/improve search log output for unsupported queries (#7480 ) * Improve search log output for unsupported queries * Update changelog	3 weeks ago
Thomas Kaul	0a01d4234a	Bugfix/daily requests check in Ghostfolio data provider (#7485 ) Fix daily requests check	3 weeks ago
Thomas Kaul	81e4abbfeb	Feature/add daily request limit (#7487 ) Add daily request limit	3 weeks ago
Thomas Kaul	1770350516	Bugfix/static portfolio analysis rules for portfolio with no holdings (#7466 ) * Fix static portfolio analysis rules for portfolio with no holdings * Update changelog	3 weeks ago
Thomas Kaul	df2e96fc6f	Task/improve performance of property service by caching properties (#7484 ) * Improve performance by caching properties in memory * Update changelog	3 weeks ago
Thomas Kaul	52fa7c2240	Task/consolidate markets pages (#7471 ) * Consolidate markets pages * Update changelog	3 weeks ago
Thomas Kaul	b8f6037f8c	Bugfix/ignore future-dated account balances in portfolio calculation (#7436 ) * Ignore future-dated account balances in the portfolio calculation * Update changelog	3 weeks ago
Thomas Kaul	4506b9c8a7	Task/upgrade ai to version 7 (#7432 ) * Update @openrouter/ai-sdk-provider and ai * Update changelog	3 weeks ago
Thomas Kaul	f11c30160b	Bugfix/time in market of portfolio summary to be empty if no activity (#7428 ) * Fix time in market if no activity * Update changelog	3 weeks ago
Thomas Kaul	56bb984aa3	Task/exclude cash in base currency from portfolio performance calculation (#7443 ) * Exclude cash in base currency from portfolio performance calculation * Update changelog	3 weeks ago
Thomas Kaul	84467d7236	Task/handle delisted asset profiles in FMP service (#7442 ) * Handle delisted asset profiles * Update changelog	3 weeks ago
Thomas Kaul	13788f5060	Bugfix/resolve exception in user service for non-existent user (#7435 ) * Resolve exception for non-existent user * Update changelog	3 weeks ago
Thomas Kaul	5d1a2f5904	Task/refresh cryptocurrencies list (20260727) (#7440 ) * Update cryptocurrencies.json * Update changelog	3 weeks ago
Thomas Kaul	f4a133df4a	Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint (#7429 ) * Deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance response * Update changelog	3 weeks ago
Kenrick Tandrian	c197806e6b	Task/improve type safety in rule models (#7422 ) * fix(api): make some env optional * fix(api): resolve type errors in rules	3 weeks ago
Thomas Kaul	54814127a2	Task/rename portfolio calculator no orders test to no activities (#7424 ) Rename test	3 weeks ago
Thomas Kaul	53adcf55aa	Task/rename EnhancedSymbolProfile to EnhancedAssetProfile (#7423 ) Rename EnhancedSymbolProfile to EnhancedAssetProfile	3 weeks ago
Thomas Kaul	21e1c60e15	Feature/include cash in portfolio performance (#7148 ) * Include cash in portfolio performance * Update changelog	3 weeks ago
Kenrick Tandrian	7d338c2c67	Task/improve type safety across API services and controllers (#7417 ) * fix(api): resolve subscription undefined type errors * fix(api): resolve session metadata null type errors * feat(api): add type declaration on promises * fix(api): resolve price undefined type errors * fix(api): resolve type errors in benchmark service	3 weeks ago
Kenrick Tandrian	10c01ec630	Task/improve type safety in access and account balance services (#7416 ) * fix(common): update Access interface and type definitions * fix(api): resolve type errors in access controller * feat(api): default to user currency in account balance service	3 weeks ago
Thomas Kaul	b77f40a0ff	Bugfix/update account balance of activity without account (#7402 ) * Fix update account balance of activity without account * Update changelog	3 weeks ago

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1798 Commits (bugfix/rounding-of-value-per-account-and-platform)