David Requeno
608d141c34
refactoring
2 months ago
David Requeno
33bbf8ccd7
Feature/extend public portfolio page with latest activities
- Add latestActivities to PublicPortfolioResponse interface
- Inject OrderService in PublicController
- Query last 10 activities with proper filters (exclude drafts and EXCLUDE_FROM_ANALYSIS)
- Apply RedactValuesInResponseInterceptor for data protection
- Map Activity[] to public DTO format
- Add Latest activities section to public page template
- Reuse gf-activities-table component with public mode settings
2 months ago
Thomas Kaul
b26d44a588
Feature/extend personal finance tools 20250914 ( #5522 )
* Add Amsflow
* Add BudgetPulse
* Add CountAbout
* Add Honeydue
* Add MoneyWiz
* Add SplashMoney
* Extend tags
2 months ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
2 months ago
Sven Günther
e70277c66d
Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel ( #5434 )
* Enable automatic data gathering for custom currencies
* Update changelog
2 months ago
Thomas Kaul
25dbeeb5c5
Feature/extend personal finance tools 20250827 ( #5411 )
* Add Income Reign
* Various updates
2 months ago
Attila Cseh
138d867e8d
Feature/filter asset sub class options in create activity dialog ( #5404 )
* Filter asset sub class options in create activity dialog
* Update changelog
2 months ago
Kenrick Tandrian
e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )
* Extend watchlist endpoint by trend50d and trend200d
* Update changelog
2 months ago
Thomas Kaul
7769f31e41
Feature/extend personal finance tools 20250822 ( #5388 )
* Add InvMon
2 months ago
Thomas Kaul
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
3 months ago
Thomas Kaul
670d25fc36
Feature/extend personal finance tools 20250810 (part 2) ( #5354 )
* Add PocketGuard
* Various updates
3 months ago
Thomas Kaul
c1702f0446
Feature/extend personal finance tools 20250810 ( #5353 )
* Add Atominvest
* Add Cobalt
3 months ago
Attila Cseh
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
3 months ago
Thomas Kaul
fcaa4f7996
Feature/improve precision of values in holding detail dialog on mobile ( #5337 )
* Improve dynamic numerical precision
* Shorten date on mobile
* Extend Storybook story of value component
* Update changelog
3 months ago
Thomas Kaul
8cd72885ea
Feature/extend personal finance tools 20250806 ( #5326 )
* Various updates
* Add Gasti
3 months ago
Thomas Kaul
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
3 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
3 months ago
Joseph Bao
adc00694cf
Feature/add allocations percentage to accounts table component ( #4720 )
* Add allocations percentage to accounts table component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
3 months ago
Thomas Kaul
f26648842f
Feature/extend personal finance tools 20250727 ( #5259 )
* Add CleverBilling
* Add DeFi Portfolio Tracker by Zerion
* Add Digrin
* Add Monsy
* Add Walletguide
* Update Maybe Finance
3 months ago
Attila Cseh
e001997ff8
Bugfix/activities unexpectedly listed in holdings ( #5182 )
* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog
3 months ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
3 months ago
Attila Cseh
806df6c0c5
Feature/extend export by custom asset profiles ( #5165 )
* Extend export by custom asset profiles
* Update changelog
4 months ago
Quan Huynh (John)
9064b8bde2
Feature/show category in rule settings dialog of X-ray ( #5158 )
* Show category in rule settings dialog of X-ray
* Update changelog
4 months ago
Attila Cseh
2f118d02b8
Feature/filter asset sub class options based on selected asset class ( #5148 )
* Filter asset sub class options based on selected asset class
* Update changelog
4 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
4 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
4 months ago
Thomas Kaul
9c37bca43a
Feature/rename Access to accessesGet in User database schema ( #5094 )
* Rename Access to accessesGet in User database schema
* Update changelog
4 months ago
Thomas Kaul
53127340f4
Feature/extend markets ( #5076 )
* Extend markets
* Clean up
4 months ago
csehatt741
bd43ea9b6c
Feature/dynamically compose public routes in sitemap ( #5035 )
* Dynamically compose public routes in sitemap
* Update changelog
4 months ago
csehatt741
c437bc2534
Feature/allow user to rotate Security Token ( #5016 )
* Allow user to rotate Security Token
* Update changelog
4 months ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
4 months ago
Jack Ulf
559cac31bd
Feature/extend AI service by OpenRouter access ( #5025 )
* Extend AI service by OpenRouter access
* Update changelog
4 months ago
Thomas Kaul
854a08c7a5
Bugfix/fix various routes ( #5042 )
* Fix various routes
4 months ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
* Rename Platform to platform in Account database schema
* Update changelog
4 months ago
Thomas Kaul
be3a9b8e83
Feature/refactor health check endpoints ( #5005 )
* Refactor health check endpoints
* Update changelog
5 months ago
Thomas Kaul
c8f46f64fb
Feature/extend public routes by i18n ids in paths ( #4987 )
* Add i18n ids
5 months ago
Thomas Kaul
314b121584
Feature/refactor sitemap module (part 2) ( #4985 )
* Refactor sitemap module
5 months ago
Thomas Kaul
d5d74eb4db
Feature/rename GranteeUser to granteeUser in Access database schema ( #4979 )
* Rename GranteeUser to granteeUser in Access database schema
* Update changelog
5 months ago
Hash Palak
d8626ffab7
Feature/include admin control panel in quick links of assistant ( #4955 )
* Include admin control panel in quick links of assistant
* Update changelog
5 months ago
Thomas Kaul
153b162927
Feature/refactor various routes (part 3) ( #4951 )
* Refactor various routes
5 months ago
Thomas Kaul
18f94a1ba1
Feature/refactor various routes (part 2) ( #4949 )
* Refactor various routes
5 months ago
Thomas Kaul
8ae91961d9
Feature/refactor various routes ( #4946 )
* Refactor various routes
5 months ago
Thomas Kaul
4b556dfdc4
Feature/refactor public routes: resources ( #4937 )
* Refactor public routes: resources
5 months ago
Thomas Kaul
c4cde4eef6
Feature/refactor public sub routes: about ( #4935 )
* Refactor public sub routes: about
5 months ago
Thomas Kaul
072d700b82
Feature/refactor public routes: markets ( #4934 )
* Refactor public routes: markets
5 months ago
Thomas Kaul
908a731989
Feature/refactor public routes: faq ( #4933 )
* Refactor public routes: faq
5 months ago
Thomas Kaul
60c9b5300d
Feature/refactor public routes: blog ( #4932 )
* Refactor public routes: blog
5 months ago
Thomas Kaul
74b51fe1dd
Feature/refactor public routes: pricing ( #4931 )
* Refactor public routes: pricing
5 months ago
Thomas Kaul
1400660664
Feature/refactor tab configuration ( #4930 )
* Refactor path to routerLink
5 months ago