Thomas Kaul
3376f72642
Feature/client of last request ( #8129 )
* Extend user detail dialog with client of last request
* Update changelog
6 days ago
Thomas Kaul
20203ec33c
Task/remove unnecessary data source index of market data database table ( #8063 )
* Remove data source index of market data database table
* Update changelog
1 week ago
Thomas Kaul
1f9c3dd2f4
Task/improve performance of latest market data ( #8059 )
* Improve performance of latest market data
* Update changelog
2 weeks ago
Thomas Kaul
72f11a8c82
Task/improve watchlist performance by removing market price index of market data database table ( #7907 )
* Improve watchlist performance
* Update changelog
4 weeks ago
Robert Tidball
acf5f19b6e
Feature/add FXMacroData data provider for exchange rates
Every multi-currency portfolio needs exchange rates, and the provider
supplying them is configurable through DATA_SOURCE_EXCHANGE_RATES. This adds
an option backed by official reference rates published by central banks and
statistical authorities rather than scraped from a market data site.
The provider handles currency pairs only, so any other symbol is left to the
other providers. The covered currencies are discovered from the API rather
than hardcoded: a pair is available whenever both of its currencies are
covered, because the API stores each pair in one direction only and derives
the inverse or the cross itself. That means the provider asks for the
direction it wants instead of inverting a rate locally, and search can offer
a cross the API derives but does not store.
A rate is documented as anyOf[number, null], so a missing figure is skipped
rather than recorded as a zero market price, and one unavailable pair does
not lose the quotes of the others. Historical ranges are walked page by page
because the endpoint caps a page at 100 rows.
The API key is read from API_KEY_FXMACRODATA and sent as a header, so it is
not written to request logs or a proxy's access log.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
1 month ago
Thomas Kaul
c16445d49e
Release 3.62.0 ( #7735 )
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
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
2 months ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
2 months ago
Thomas Kaul
4da8658eec
Task/improve type filter of activities table component to only list activity types in use ( #7602 )
* Limit type filter in activities table component to used types
* Update changelog
2 months ago
Thomas Kaul
17e1a2b5fc
Task/remove deprecated permissions attribute from access ( #7639 )
* Remove deprecated permissions attribute from access
* Update changelog
2 months ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
2 months ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
2 months ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
2 months ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
2 months ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
2 months ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
3 months ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
3 months ago
Thomas Kaul
79e382a8f7
Feature/add tags support in accounts ( #7242 )
* Add tags support in accounts
* Update changelog
3 months ago
Thomas Kaul
7d779d8461
Feature/add data gathering frequency to symbol profile ( #7083 )
* Add data gathering frequency to symbol profile and gather hourly
* Update changelog
4 months ago
Thomas Kaul
8e3778cc66
Task/improve Stripe checkout session verification ( #6872 )
* Improve verification of stripeCheckoutSessionId
* Update changelog
5 months ago
Thomas Kaul
fb6b09b211
Feature/add loan as asset sub class ( #6708 )
* Add loan as asset sub class
* Update changelog
6 months ago
Raphaël TISON
c311d835fa
Feature/add type filter to activities table component ( #6622 )
* Add type filter
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Germán Martín
4cd16c33f8
Feature/OIDC authentication ( #5981 )
* Set up OIDC authentication
* Update changelog
10 months ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
1 year ago
Thomas Kaul
28bdcc63d8
Feature/add settings to Access model ( #5573 )
* Add settings
* Update changelog
1 year ago
Thomas Kaul
40f5c93f43
Feature/set up asset profile resolution database table ( #5533 )
* Set up asset profile resolution database table
1 year ago
Thomas Kaul
6940700a1b
Feature/extend asset sub classes by collectible ( #5126 )
* Extend asset sub classes by collectible
* Update changelog
1 year ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
1 year ago
Thomas Kaul
1b45ce8619
Feature/add watchlist to user database schema ( #4560 )
* Add watchlist to user database schema
* Update changelog
2 years ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
* Add isActive to SymbolProfile model
* Update changelog
2 years ago
Thomas Kaul
8f165d46e0
Feature/add cusip to asset profile model ( #4347 )
* Add CUSIP
* Update changelog
2 years ago
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema ( #4122 )
* Add userId to SymbolProfile database schema
* Update changelog
2 years ago
Thomas Kaul
0e01674552
Feature/set hashedKey of ApiKey to unique ( #4103 )
* Set hashedKey to unique
2 years ago
Thomas Kaul
9461b32a39
Feature/setup api keys for Ghostfolio data provider ( #4088 )
* Setup API keys for Ghostfolio data provider
2 years ago
Thomas Kaul
ea24a618b0
Feature/upgrade prisma to version 6 schema migration ( #4087 )
* Upgrade prisma to version 6 schema migration
2 years ago
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider ( #4016 )
* Set up Ghostfolio data provider
* Update translations
* Update changelog
2 years ago
Thomas Kaul
a80ca507f8
Feature/add lastRequestAt to analytics ( #4010 )
* Add lastRequestAt to Analytics
2 years ago
Thomas Kaul
10e725b51a
Feature/Add dataProviderGhostfolioDailyRequests to Analytics ( #4001 )
* Add dataProviderGhostfolioDailyRequests to Analytics
2 years ago
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ( #3837 )
* Add user id to tag database schema
* Update changelog
2 years ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
* Setup allocations by ETF holding
* Update changelog
2 years ago
Thomas Kaul
69d85eadfd
Feature/setup cascading on delete for various relations in database schema ( #3445 )
* Setup cascading on delete
* Update changelog
2 years ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
3 years ago
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
3 years ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
* Add currency to Order database schema
* Update changelog
3 years ago
Thomas Kaul
a70f45cbf3
Feature/add index for data source symbol to market data table ( #3179 )
* Add index
* Update changelog
3 years ago
Thomas Kaul
d1617f2d87
Feature/add index for is excluded to account database table ( #3067 )
* Add index for isExcluded to account database table
* Update changelog
3 years ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
* Remove isDefault flag from Account database schema
* Update changelog
3 years ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
3 years ago