Tree: 13c2e95487

bugfix/market-price-fallback

bugfix/rounding-of-value-per-account-and-platform

bugfix/user-settings-and-calculations-in-impersonation-mode

bugfix/value-redaction-in-latest-activities-of-public-portfolio-page

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/simplified-mode-in-holdings-table-component

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

pr/6182

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

task/extend-personal-finance-tools-20260923

task/extend-personal-finance-tools-20260923-part-2

task/improve-mcp

task/rename-net-performance-percentages-to-performance-percentages

task/rename-symbol-metrics-to-holding-performance

task/simplify-recent-market-data-gathering

task/update-locales

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Commit Graph

1308 Commits (13c2e954877cde33d109c31771e471d54daa9b08)

Author	SHA1	Message	Date
yar01110	13c2e95487	Clean up historical market data editor dialog Remove the name attributes from the inputs bound via formControlName and add a line break after setting the fetched market price. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	3 weeks ago
yar01110	0c679fc7ba	Task/migrate historical market data editor dialog from ngModel to form control Replace the two ngModel bindings of the historical market data editor dialog with a reactive FormGroup (date: disabled control, marketPrice: required control), following the pattern of the prompt dialog and the rule settings dialog (#7037). The Save button is now a submit button that is disabled while the form is pristine or invalid; Cancel and "Fetch market price" are explicit type="button" so they do not submit the form. Fetching a market price sets the control value and marks it dirty, so the fetched value can be saved. Closes #6488 Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	4 weeks ago
Thomas Kaul	89da484bb7	Task/move percentage formulas of portfolio calculator to method class (#7919) Move percentage formulas of portfolio calculator to method class	4 weeks ago
Thomas Kaul	74d564a2b2	Task/rename time weighted investment to average investment (#7918) Rename time weighted investment to average investment	4 weeks ago
Thomas Kaul	afbb37aed7	Task/rename symbol metrics to holding performance (#7912) Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding	4 weeks ago
Thomas Kaul	1e3b88add8	Task/localize default account name created during user registration (#7888) * Localize default account name created during user registration * Update changelog	4 weeks ago
Thomas Kaul	e7f57d6dc0	Feature/support country codes in entity logo component (#7884) * Add support for country codes to entity logo component * Update changelog	4 weeks ago
Thomas Kaul	f920ac4943	Bugfix/account balance hidden in time zones ahead of server (#7800) * Fix missing account balance of current day for users in time zone ahead of instance * Update changelog	4 weeks ago
Thomas Kaul	71db6efe07	Feature/add previous and next navigation to personal finance tools (#7899) Add previous and next navigation	4 weeks ago
Thomas Kaul	d27e4de418	Task/improve simplified mode in holdings table (#7875) * Improve simplified mode * Update changelog	1 month ago
Thomas Kaul	0e1b77bcf7	Feature/add holdings to overview (#7861) * Add holdings * Update changelog	1 month ago
Thomas Kaul	9884fa0be2	Task/improve no activities info component (#7857) * Various improvements * Update changelog	1 month ago
Thomas Kaul	483b55cde9	Task/improve style of dense selectors (#7856) * Improve style of dense selectors * Update changelog	1 month ago
asyncAndChill	84165724e9	Task/update Turbobulls in personal finance tools (#7851) Update Turbobulls	1 month ago
Thomas Kaul	0c2ebee8ac	Bugfix/opening asset profile from watchlist (#7846) * Fix issue when opening asset profile * Update changelog	1 month ago
Thomas Kaul	ceaef13b70	Task/migrate watchlist to dedicated routes (#7837) * Migrate create dialog to dedicated route * Update changelog	1 month ago
Thomas Kaul	f7c0a1b9fd	Task/include closed holdings by default in holdings endpoint (#7843) * Return active and closed holdings in holdings endpoint * Update changelog	1 month ago
Thomas Kaul	9a568d93e1	Task/migrate market data management to dedicated routes (#7823) * Migrate market data management to dedicated routes * Update changelog	1 month ago
Thomas Kaul	7a6f54ab3b	Feature/simplified mode in holdings table component (#7830) * Add simplified mode to holdings table component * Update changelog	1 month ago
Thomas Kaul	0a6fea9fcf	Task/improve handling of excluded holdings (#7828) * Improve handling of excluded holdings * Update changelog	1 month ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	1 month ago
Thomas Kaul	f604a9e906	Task/limit length in various endpoints (#7810) * Limit length for comment, search query and symbol * Update changelog	1 month ago
Thomas Kaul	94c2c6cd06	Task/migrate transfer cash balance dialog to dedicated route (#7791) * Migrate transfer cash balance dialog to dedicated route * Update changelog	1 month ago
Thomas Kaul	b39a806f18	Task/extend personal finance tools (20260902) (#7793) Extend personal finance tools	1 month ago
Thomas Kaul	2ce58d767d	Task/restrict restricted view and manage permission to MCP (#7783) * Restrict restricted view and manage permission to MCP * Update changelog	2 months ago
Thomas Kaul	fc083fb0cd	Bugfix/loading state of holdings table on portfolio holdings page (#7788) * Fix loading state of holdings table * Update changelog	2 months ago
Thomas Kaul	c5139e9ab3	Bugfix/loading state of accounts table on accounts page (#7787) * Fix loading state of accounts table * Update changelog	2 months ago
Lyndros	0910d6d209	Task/refactor double ternary in portfolio proportion chart (#7785) Refactoring	2 months ago
Thomas Kaul	26d45a4fe2	Feature/add MCP tool to import activities (#7766) * Add MCP tool to import activities * Update changelog	2 months ago
Thomas Kaul	82b243f9ed	Bugfix/handling of cash positions (#7660) * Fix handling of cash positions * Update changelog	2 months 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 months 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 months 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 months 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	2 months ago
Thomas Kaul	1a448d4c08	Bugfix/redaction of asset profile in restricted views (#7749) Fix redaction of asset profile in restricted views	2 months ago
Thomas Kaul	25cacf95bb	Bugfix/value redaction in latest activities of public portfolio page (#7747) * Fix value redaction * Update changelog	2 months ago
Thomas Kaul	e2a6048d1d	Feature/add MCP tool to get activities (#7742) * Add MCP tool to get activities * Update changelog	2 months 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	2 months ago
Thomas Kaul	ee40119148	Task/add restricted view and manage permission to access (#7740) * Add restricted view and manage permission to access * Update changelog	2 months ago
Thomas Kaul	d236a5ca33	Task/improve loading state of symbol autocomplete component (#7739) * Improve loading state * Update changelog	2 months ago
Thomas Kaul	85ff93075d	Task/extend personal finance tools (20260828) (#7737) Extend personal finance tools	2 months ago
Thomas Kaul	fd78f0816e	Task/improve language localization of asset classes and asset sub classes (#7736) * Consolidate duplicated translations * Update changelog	2 months ago
Thomas Kaul	0f3f47810b	Task/extend personal finance tools (20260827) (#7733) Extend personal finance tools	2 months 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	2 months ago
Thomas Kaul	1355098bdb	Task/improve web_fetch tool in fetch service (#7730) * Improve web_fetch tool * Update changelog	2 months ago
Thomas Kaul	b99e8a0c12	Task/add expiration date to access (#7709) * Add expiration date to access * Update changelog	2 months 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	2 months ago
Thomas Kaul	def48c6adf	Bugfix/data gathering blocked by failed jobs (#7720) * Fix data gathering blocked by failed jobs * Update changelog	2 months ago
Thomas Kaul	b4e8a4090d	Task/simplify recent market data gathering (#7714) * Simplify recent market data gathering * Update changelog	2 months 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	2 months ago