094b508358 
								
							
								 
							
						 
						
							
							
								
								Fix P2002 unique constraint error in replaceAllForSymbol  
							
							
 
							
							
							Replace Promise.all with createMany to handle duplicate dates in the
  data array when atomically replacing market data.
  The previous implementation used multiple parallel create() operations
  which caused a P2002 unique constraint violation when the data array
  contained duplicate dates (e.g., when market prices are forward-filled
  for non-trading days).
  Changes:
  - Replace Promise.all of individual create() operations with createMany()
  - Add skipDuplicates: true to silently handle duplicate records
  - Add data.length check to avoid empty createMany call
  This maintains the atomic transaction behavior while efficiently handling
  batch inserts with potential duplicates. 
							
						 
						4 days ago  
				
					
						
							
							
								 
						
							
							
							
								
							
								9e4df2573b 
								
							
								 
							
						 
						
							
							
								
								remove unnessesary comments  
							
							
								
 
							
							
						 
						4 days ago  
				
					
						
							
							
								 
						
							
							
							
								
							
								3539e875ba 
								
							
								 
							
						 
						
							
							
								
								Fix data loss risk in manual historical market data gathering ( #5686 )  
							
							
 
							
							
							Replace delete-then-fetch pattern with atomic transaction to prevent data loss when manually gathering historical market data fails.
Previously, when triggering "Gather Historical Market Data" from the Admin panel, the system would immediately delete all existing market
data before queueing the fetch job. If the external data provider was down or returned an error, the asset would be left with no historical
data and the original data was permanently lost.
Changes:
 - Add `replaceAllForSymbol()` method to MarketDataService that  performs delete and insert within a Prisma transaction
 - Remove upfront `deleteMany()` call from `gatherSymbol()` method
 - Add `replaceExistingData` flag to DataGatheringItem interface to distinguish manual refresh from scheduled updates
 - Update data gathering processor to use atomic replace only for manual operations while keeping normal upsert behavior for scheduled
  updates
 - Remove unused MarketDataService dependency from DataGatheringService
The atomic transaction ensures that if the fetch operation fails, the original market data remains untouched. Regular scheduled data gathering continues to use upsert operations and is unaffected by this change. 
							
						 
						4 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								31e2346101 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/market price in base currency during the portfolio snapshot calculation ( #5828 )  
							
							
 
							
							
							* Add fallback for market price in base currency
* Update changelog 
							
						 
						7 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								e03f58feff 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor Activities interface to ActivitiesResponse interface ( #5835 )  
							
							
 
							
							
							* Refactor Activities interface to ActivitiesResponse interface 
							
						 
						7 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								0ec9c1dd93 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/custom asset name rendering in import activities dialog ( #5787 )  
							
							
 
							
							
							* Fix custom asset name rendering in import activities dialog 
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								1f6b061ab0 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/migrate tablemark to v4 ( #5809 )  
							
							
 
							
							
							* Migrate tablemark to v4
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								0b28da879b 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/extend export response by performanceCalculationType ( #5816 )  
							
							
 
							
							
							* Extend export response by performanceCalculationType
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								852ed98d0f 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/move prisma.config.ts to .config/prisma.ts ( #5821 )  
							
							
 
							
							
							* Move prisma.config.ts to .config/prisma.ts
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								37ab31ea72 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/format value in Buying Power rule ( #5824 )  
							
							
 
							
							
							* Format value in Buying Power rule
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								2b727f867f 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/include missing dotenv packages ( #5817 )  
							
							
 
							
							
							* Include missing dotenv packages 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								f19d9c78aa 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/clean up unused eslint-disable-next-line directives ( #5782 )  
							
							
 
							
							
							* Clean up unused eslint-disable-next-line directives 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								edcc140428 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/introduce interface for create Stripe checkout session response ( #5791 )  
							
							
 
							
							
							* Introduce interface 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								ceace870a8 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/upgrade ioredis to forfeit overriding defaults ( #5813 )  
							
							
 
							
							
							* Upgrade ioredis to forfeit overriding defaults
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								9b51c2da5d 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getOrderById() functionality ( #5810 )  
							
							
 
							
							
							* Improve typings of getOrderById() functionality 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7ee38d0067 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor Export interface to ExportResponse interface ( #5805 )  
							
							
 
							
							
							* Refactor Export interface to ExportResponse interface 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								b915c9554e 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/extend rule settings interface by locale ( #5802 )  
							
							
 
							
							
							* Extend rule settings interface by locale 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								3b4705405b 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getAsset() functionality ( #5804 )  
							
							
 
							
							
							* Improve typings of getAsset() functionality 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								be0ddd6298 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/harmonize interfaces naming ( #5796 )  
							
							
 
							
							
							* Harmonize interfaces naming 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								24234591c9 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getInfo() functionality ( #5803 )  
							
							
 
							
							
							* Improve typings 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								5bfcceb959 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/auto-pad holdings table in AI prompt using tablemark ( #5772 )  
							
							
 
							
							
							* Auto-pad holdings table in AI prompt using tablemark
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a65523fd04 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/allow data gathering by date range ( #5762 )  
							
							
 
							
							
							* Allow data gathering by date range
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								71b375ea92 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )  
							
							
 
							
							
							* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								f940eb6725 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )  
							
							
 
							
							
							* Refactor PortfolioInvestments to PortfolioInvestmentsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								1daa980824 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/import of activity with MANUAL data source (CSV file) ( #5749 )  
							
							
 
							
							
							* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								04d6d9cfa9 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/total buy and sell calculation in summary ( #5759 )  
							
							
 
							
							
							* Fix total buy and sell calculation related to activities in custom currency
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								5bcc2e9648 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )  
							
							
 
							
							
							* Refactor PortfolioDividends to PortfolioDividendsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								103c15ca31 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )  
							
							
 
							
							
							* Use currency from user settings
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								db2c2426c6 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )  
							
							
 
							
							
							* Refactor interest to interestInBaseCurrency 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								3034745e7d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve currency validation in getAssetProfiles() functionality of data provider service ( #5747 )  
							
							
 
							
							
							* Improve currency validation
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								058d7caacd 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/respect includeIndices flag in search functionality of FMP service ( #5746 )  
							
							
 
							
							
							* Respect includeIndices in search()
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								948df81a0d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/use asset profile resolutions in getQuotes() of FMP service (part 2) ( #5750 )  
							
							
 
							
							
							* Use asset profile resolutions in getQuotes() 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								2ff02a0a9c 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve currency validation in search functionality of data provider service ( #5745 )  
							
							
 
							
							
							* Improve currency validation
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								8d6153fa52 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/use asset profile resolutions in getQuotes() of FMP service ( #5743 )  
							
							
 
							
							
							* Use asset profile resolutions in getQuotes()
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								20da95239e 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )  
							
							
 
							
							
							* Refactor liabilities to liabilitiesInBaseCurrency 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								fc4d5774fa 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/enable IPv6 connectivity for Redis in job queue module ( #5726 )  
							
							
 
							
							
							* Enable IPv6 connectivity for Redis in job queue module
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a9f38aaf90 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/remove deprecated position endpoints from portfolio controller ( #5733 )  
							
							
 
							
							
							* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								d2fe16c794 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )  
							
							
 
							
							
							* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								c5c1192900 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/import of custom asset profiles ( #5670 )  
							
							
 
							
							
							* Import of custom asset profiles
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								948233c651 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/remove @IsOptional() from dataSource in CreateOrderDto ( #5703 )  
							
							
 
							
							
							* Remove is @IsOptional() from dataSource 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7642d82318 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/add missing type of access id in get public portfolio endpoint ( #5690 )  
							
							
 
							
							
							* Add missing type 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7761c764b5 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix server startup message to properly display IPv6 addresses ( #5716 )  
							
							
 
							
							
							* Fix server startup message to properly display IPv6 addresses
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								20a756a376 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add support to update granted access ( #5566 )  
							
							
 
							
							
							* Add support to update granted access
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								180e0f3c81 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add date range query parameter to data gathering endpoint ( #5684 )  
							
							
 
							
							
							* Add date range
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								c173998677 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )  
							
							
 
							
							
							* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								b61f470854 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix exception in get asset profile functionality of FMP service ( #5663 )  
							
							
 
							
							
							* Add missing guard
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								e9c42598db 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve support for mutual funds in FMP service ( #5651 )  
							
							
 
							
							
							* Improve support for mutual funds in getAssetProfile()
* Update changelog 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								6ff1d65a70 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add safe withdrawal rate to user settings ( #5629 )  
							
							
 
							
							
							* Add safe withdrawal rate to user settings
* Update changelog 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a86afee6e6 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/reuse blog path of public routes in sitemap service ( #5608 )  
							
							
 
							
							
							* Reuse blog path of public routes 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								90b28ea74f 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add hacktoberfest 2025 blog post ( #5584 )  
							
							
 
							
							
							* Add blog post: Hacktoberfest 2025
* Update changelog 
							
						 
						1 month ago