Tree: 16464bc971

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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5839 Commits (16464bc97129d88aa3f5121af65851862d17ae23)

 

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Author	SHA1	Message	Date
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	3e94e7f07a	Task/improve loading state of activity count in portfolio summary component (#7841) * Improve loading state * Update changelog	1 month ago
Thomas Kaul	f5b7e5f81a	Task/update OSS Friends (#7840) Remove OpenBB	1 month ago
Szymon Łągiewka	85831dca84	Task/upgrade zod to version 4.5.4 (#7774) * Update zod to version 4.5.4 * Update changelog	1 month ago
Thomas Kaul	b2ad0b9dd9	Release 3.68.0 (#7836)	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	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	1 month ago
Thomas Kaul	ad9a1d526b	Release 3.67.1 (#7827)	1 month ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	1 month ago
Thomas Kaul	3dfd3486fb	Task/harden validation in Stripe checkout session endpoint (#7824) * Harden validation * Add rate limiting	1 month ago
Thomas Kaul	9aecf70ee5	Release 3.67.0 (#7822)	1 month ago
Thomas Kaul	b76387eb23	Task/align createdAt date column in coupon management of admin control panel (#7820) Align createdAt date column	1 month ago
Thomas Kaul	2eca6e7dc2	Bugfix/missing icon of expiration date picker in create or update access dialog (#7819) * Fix missing icon * Update changelog	1 month ago
Thomas Kaul	b7520735bd	Bugfix/market data storage in data provider service (#7814) * Fix storage of market data to store only newly fetched quotes * Update changelog	1 month ago
Thomas Kaul	ecf893b6de	Task/upgrade ngx-skeleton-loader to version 13.0.0 (#7818) * Update ngx-skeleton-loader to version 13.0.0 * Update changelog	1 month ago
Thomas Kaul	1f0783e4c4	Task/upgrade NestJS to version 11.2 (#7779) * Update NestJS to version 11.2.3 * Update changelog	1 month ago
Thomas Kaul	859b5f8701	Bugfix/data provider info of holding (#7817) * Fix data provider info of holding * Update changelog	1 month ago
Thomas Kaul	662b68583e	Bugfix/immediate expiration of portfolio snapshot with errors (#7815) * Fix immediate expiration of portfolio snapshot with errors * Update changelog	1 month ago
github-actions[bot]	96f73af726	Task/update locales (#7754) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	1 month ago
Thomas Kaul	932f3e18dd	Task/improve MCP (part 2) (#7789) * Move the logic of the tools to the McpService * Move the tables of the portfolio to the PortfolioTableService * Render the tables from one column definition with a value function	1 month ago
Thomas Kaul	8e4114abbf	Task/improve MCP (#7786) * Improve MCP server * Update changelog	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	4bc4c4c339	Task/harden validation of query parameters in endpoints with filters (#7809) * Harden validation of accounts, assetClasses, dataSource and tags in endpoints with filters * Update changelog	1 month ago
Thomas Kaul	c873404a4c	Bugfix/country mapping of Congo in FMP service (#7811) * Fix missing country mapping * Update changelog	1 month ago
Thomas Kaul	fb283fb231	Release 3.66.0 (#7807)	1 month ago
Thomas Kaul	93a2694fee	Bugfix/daily request limit blocking users for longer than one day (#7805) * Fix daily request limit blocking users for longer than one day * Update changelog	1 month ago
Thomas Kaul	21d74a61da	Task/upgrade @rekog/mcp-nest to version 2.0.2 (#7806) * Update @rekog/mcp-nest to version 2.0.2 * Update changelog	1 month ago
Thomas Kaul	72b0d80411	Task/move details of granted access from table to dialog on access page (#7792) * Move details of granted access * 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
Shreya	4553254134	fix(benchmark): resolve stuck loading state in detail dialog on fetch error When the market data API call failed for an ETF watchlist item, the isLoading flag was never set to false because the subscribe() call had no error handler. The loading spinner remained indefinitely. Added an error callback that clears historicalDataItems, sets isLoading to false, and triggers change detection so the dialog renders an empty state instead of freezing. Fixes #7560	1 month ago
Pial-Al-Mamun	73e4f0368d	Task/improve language localization for IT (20260901) (#7782) * Update translations * Update changelog	1 month ago
Thomas Kaul	ac7c6a55c5	Task/upgrade prisma to version 7.10.0 (#7790) * Update prisma to version 7.10.0 * 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	e53620fa19	Release 3.65.0 (#7780)	2 months 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 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	4c797b1d66	Task/upgrade replace-in-file to version 9.0.0 (#7768) * Update replace-in-file to version 9.0.0 * Update changelog	2 months 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 months ago
Thomas Kaul	8f22f43606	Task/upgrade stripe to version 22.5.0 (#7767) * Update stripe to version 22.5.0 * Update changelog	2 months 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 months ago
Thomas Kaul	82b243f9ed	Bugfix/handling of cash positions (#7660) * Fix handling of cash positions * Update changelog	2 months ago
Thomas Kaul	92b9ca3e2e	Task/upgrade undici to version 8.10.0 (#7759) * Update undici to version 8.10.0 * 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