Thomas Kaul
b1419b3b5d
Improve MCP server
2 weeks ago
Thomas Kaul
063ff9882e
Improve MCP server
2 weeks ago
Thomas Kaul
c33a17671b
Bugfix/additional data point at start of chart in holding detail dialog ( #7778 )
* Fix additional data point at start of chart in holding detail dialog
* Update changelog
2 weeks ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
2 weeks ago
Thomas Kaul
f9cf373890
Bugfix/country mapping of Virgin Islands (British) in FMP service ( #7776 )
* Fix the missing country mapping of Virgin Islands
* Update changelog
2 weeks ago
Thomas Kaul
8f22f43606
Task/upgrade stripe to version 22.5.0 ( #7767 )
* Update stripe to version 22.5.0
* Update changelog
2 weeks ago
Thomas Kaul
b66975439b
Bugfix/market price fallback before first historical market data ( #7761 )
* Fix portfolio calculation for holdings with activities before first known historical market price
* Update changelog
2 weeks ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
2 weeks ago
Thomas Kaul
a36b7f9ea4
Feature/extend MCP tool to get accounts by account id ( #7765 )
* Extend MCP tool to get accounts by account id
* Update changelog
2 weeks ago
Kenrick Tandrian
fd1908f9a0
Task/improve Angular template type safety in client ( #7763 )
* feat(client): resolve type errors
* feat(client): enable strict safe navigation types
* feat(client): resolve type errors
* feat(ui): resolve type errors
* feat(client): default to default locale
2 weeks ago
Kenrick Tandrian
f89a9f28fb
Task/improve Angular template type safety in client ( #7762 )
* feat(client): resolve angular type errors
* feat(libs): resolve angular type errors
* feat(client): enable strict input access modifiers
* fix(client): set strict templates to false
* fix(client): resolve type errors
* feat(client): enable strict literal types
* feat(client): lock down other strict rules to prevent regression
* feat(client): enable strict null input types
2 weeks ago
Thomas Kaul
c48fb4bd67
Feature/add MCP tool to get accounts ( #7744 )
* Add MCP tool to get accounts
* Update changelog
2 weeks ago
Kenrick Tandrian
94aa4793fe
Task/improve type safety for unassigned variables in API ( #7755 )
* fix(api): resolve type errors in src/app
* fix(api): resolve type errors in src/services
* fix(api): update log level type
* fix(api): reformat files
2 weeks ago
Thomas Kaul
716697ec6a
Task/restrict support for filtering to public access for portfolio sharing ( #7753 )
* Restrict support for filtering to public access
* Update changelog
3 weeks ago
Thomas Kaul
a2b7261ca9
Task/add support for filters of assistant to accounts page ( #7752 )
* Add support for filters of assistant to accounts page
* Update changelog
3 weeks ago
Thomas Kaul
af3dacd9f8
Task/improve language localization for DE (20260829) ( #7750 )
* Update translation
* Update changelog
3 weeks ago
Thomas Kaul
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
3 weeks ago
Thomas Kaul
c9cc020540
Task/extend accounts endpoint by filters ( #7748 )
* Extend accounts endpoint by accounts, assetClasses and tags filters
* Update changelog
3 weeks ago
github-actions[bot]
537be44e3b
Task/update locales ( #7741 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page ( #7747 )
* Fix value redaction
* Update changelog
3 weeks ago
Thomas Kaul
e2a6048d1d
Feature/add MCP tool to get activities ( #7742 )
* Add MCP tool to get activities
* Update changelog
3 weeks ago
Thomas Kaul
01b6c7bd76
Bugfix/fix portfolio calculation for holdings with same symbol from different data sources ( #7664 )
* Fix portfolio calculation for holdings with same symbol
* Update changelog
3 weeks ago
Thomas Kaul
ee40119148
Task/add restricted view and manage permission to access ( #7740 )
* Add restricted view and manage permission to access
* Update changelog
3 weeks ago
Thomas Kaul
21e78b3982
Bugfix/handling of indices in FMP service ( #7738 )
* Improve handling of indices
* Update changelog
3 weeks ago
github-actions[bot]
cc3bbeeb89
Task/update locales ( #7732 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
fd78f0816e
Task/improve language localization of asset classes and asset sub classes ( #7736 )
* Consolidate duplicated translations
* Update changelog
3 weeks ago
Thomas Kaul
c16445d49e
Release 3.62.0 ( #7735 )
3 weeks ago
Thomas Kaul
bc4e772442
Task/improve language localization for DE (20260827) ( #7734 )
* Update translations
* Update changelog
3 weeks ago
Thomas Kaul
dbe3eecd87
Bugfix/date handling in time zone other than UTC ( #7723 )
* Fix date handling in time zone other than UTC
* Update changelog
3 weeks ago
github-actions[bot]
70590ef9d0
Task/update locales ( #7713 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
4c9ba9af83
Task/improve language localization of asset classes in AI prompt ( #7729 )
* Improve language localization of asset classes
* Update changelog
3 weeks ago
Thomas Kaul
1355098bdb
Task/improve web_fetch tool in fetch service ( #7730 )
* Improve web_fetch tool
* Update changelog
3 weeks ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
3 weeks ago
Aaryaman Vyas
38b5d73c75
Bugfix/missing benchmark in performance chart for calendar year date ranges ( #7631 )
* Fix missing benchmark in performance chart for calendar year date ranges
* Update changelog
3 weeks ago
Thomas Kaul
5b6536ec85
Bugfix/validation of custom asset profile symbols ( #7721 )
* Improve validation of activities and asset profiles when combining custom asset profile symbol with data source other than MANUAL
* Update changelog
3 weeks ago
Thomas Kaul
c53730b848
Task/improve data source column in market data table of admin control ( #7722 )
* Improve data source column by showing resolved name
* Update changelog
3 weeks ago
Thomas Kaul
def48c6adf
Bugfix/data gathering blocked by failed jobs ( #7720 )
* Fix data gathering blocked by failed jobs
* Update changelog
3 weeks ago
Thomas Kaul
b4e8a4090d
Task/simplify recent market data gathering ( #7714 )
* Simplify recent market data gathering
* Update changelog
3 weeks ago
Thomas Kaul
3109666972
Task/improve access table ( #7718 )
* Improve icons and labels of access table
* Update changelog
3 weeks ago
Thomas Kaul
0d0ed97227
Bugfix/response of historical market data gathering for a specific date ( #7717 )
* Fix response of historical market data gathering for a specific date
* Update changelog
3 weeks ago
Thomas Kaul
b75ebb2c1d
Bugfix/country mapping of Macau in FMP service ( #7719 )
* Fix country mapping of Macau
* Update changelog
3 weeks ago
Thomas Kaul
9be7317006
Task/migrate create and edit access dialogs to dedicated routes ( #7711 )
* Migrate create and edit access dialogs to dedicated routes
* Update changelog
3 weeks ago
Thomas Kaul
b54e2ac144
Task/improve style of settings tables in admin control panel ( #7708 )
* Improve style of settings table
* Update changelog
3 weeks ago
Thomas Kaul
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
3 weeks ago
Thomas Kaul
0c39d8535a
Task/improve language localization for DE (20260823) ( #7705 )
* Update translations
* Update changelog
3 weeks ago
github-actions[bot]
5a0c0d5e48
Task/update locales ( #7690 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
3 weeks ago
Thomas Kaul
5b1945079e
Feature/add support to remove received access ( #7701 )
* Add support to remove a received access on the access page
* Update changelog
3 weeks ago
Thomas Kaul
1d00342702
Bugfix/market price carry forward on dates with activities ( #7702 )
* Fix market price carry forward on dates with activities
* Update changelog
3 weeks ago
Thomas Kaul
c542997d27
Task/extract public portfolio endpoint logic to service ( #7699 )
Extract logic to service
4 weeks ago