Tree: 1f88d59227

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

632 Commits (1f88d592277a91706a09ea6c35abcefa55ce18d7)

Author	SHA1	Message	Date
Thomas Kaul	9b58da04d4	Feature/add coverage rule to emergency fund section on X-ray page (#7538) * Add emergency fund coverage rule * Update changelog	2 months ago
Thomas Kaul	4386d22e53	Bugfix/percentage values in impersonation mode with unrestricted access (#7522) * Fix percentage values in impersonation mode with unrestricted access * Fix savings rate in impersonation mode * Improve savingsRate on FIRE page * 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	0b9df572ba	Task/optimize performance of search in assistant (#7534) * Improve performance of search in assistant by reusing cached portfolio snapshot * Update changelog	2 months ago
Thomas Kaul	7d053caf80	Bugfix/portfolio snapshot cache write and initialization retry limit (#7517) * Fix portfolio snapshot cache write and initialization retry limit * Update changelog	2 months ago
Thomas Kaul	0efadd7c8c	Task/destructure query parameters in controllers (part 2) (#7505) Destructure query parameters in controllers	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	5e9ac0169e	Task/remove deprecated firstOrderDate from portfolio performance endpoint response (#7483) * Remove deprecated firstOrderDate * Update changelog	3 months ago
Thomas Kaul	179be2f564	Task/add portfolio summary tests (#7458) Add portfolio summary tests	3 months ago
Thomas Kaul	81e4abbfeb	Feature/add daily request limit (#7487) Add daily request limit	3 months ago
Thomas Kaul	1770350516	Bugfix/static portfolio analysis rules for portfolio with no holdings (#7466) * Fix static portfolio analysis rules for portfolio with no holdings * Update changelog	3 months ago
Thomas Kaul	b8f6037f8c	Bugfix/ignore future-dated account balances in portfolio calculation (#7436) * Ignore future-dated account balances in the portfolio calculation * Update changelog	3 months ago
Thomas Kaul	f11c30160b	Bugfix/time in market of portfolio summary to be empty if no activity (#7428) * Fix time in market if no activity * Update changelog	3 months ago
Thomas Kaul	56bb984aa3	Task/exclude cash in base currency from portfolio performance calculation (#7443) * Exclude cash in base currency from portfolio performance calculation * Update changelog	3 months ago
Thomas Kaul	f4a133df4a	Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint (#7429) * Deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance response * Update changelog	3 months ago
Thomas Kaul	54814127a2	Task/rename portfolio calculator no orders test to no activities (#7424) Rename test	3 months ago
Thomas Kaul	53adcf55aa	Task/rename EnhancedSymbolProfile to EnhancedAssetProfile (#7423) Rename EnhancedSymbolProfile to EnhancedAssetProfile	3 months ago
Thomas Kaul	21e1c60e15	Feature/include cash in portfolio performance (#7148) * Include cash in portfolio performance * Update changelog	3 months ago
Kenrick Tandrian	7d338c2c67	Task/improve type safety across API services and controllers (#7417) * fix(api): resolve subscription undefined type errors * fix(api): resolve session metadata null type errors * feat(api): add type declaration on promises * fix(api): resolve price undefined type errors * fix(api): resolve type errors in benchmark service	3 months ago
Thomas Kaul	8169b2c723	Task/recompute portfolio snapshot on portfolio change (#7403) * Recompute portfolio snapshot on portfolio change * Update changelog	3 months ago
Thomas Kaul	ca8c4e6236	Bugfix/handle exception in holding detail endpoint for cash positions (#7391) * Handle exception for cash positions * Update changelog	3 months ago
Thomas Kaul	72663fe40a	Task/refactor isAfter() with isFuture() and isPast() (#7389) Refactor isAfter() with isFuture() and isPast()	3 months ago
Thomas Kaul	05b9cd2cc4	Bugfix/preserve tags when updating activity (#7347) * Validate tags when creating or updating an activity * Fix loss of activity tags when updating an activity fails * Update changelog	3 months ago
Thomas Kaul	def15e544a	Bugfix/liabilities without market data (#7345) * Fix liabilities without market data * Update changelog	3 months ago
Thomas Kaul	d5fb6311c1	Task/deprecate SymbolProfile in favor of assetProfile in activity interface (#7315) * Deprecate SymbolProfile in favor of assetProfile * Update changelog	3 months ago
Thomas Kaul	3fdf9d7e34	Task/rename SymbolProfile to assetProfile in portfolio order interface (#7310) Rename SymbolProfile to assetProfile	3 months ago
Thomas Kaul	ee59449d29	Task/reorder attributes in cash portfolio calculator test (#7254) Reorder attributes	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	eedb556c06	Feature/expose PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL environment variable (#7221) * Expose PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL environment variable * Update changelog	3 months ago
Thomas Kaul	c4c3845ef2	Bugfix/handling of cash positions in portfolio details with filters (#7215) * Fix handling of cash positions with filters * Update changelog	3 months ago
Thomas Kaul	6df2f4e07f	Task/harmonize filter parsing using groupBy() (#7211) * Harmonize filter parsing using groupBy() * Update changelog	3 months ago
Thomas Kaul	6d4845fa8d	Task/restrict update of activity tags in impersonation mode (#7206) * Restrict update of activity tags in impersonation mode * Update changelog	3 months ago
Akash Negi	9b86a9a73f	Task/remove deprecated SymbolProfile from PortfolioHoldingResponse (#7094) * Remove deprecated SymbolProfile * Update changelog	4 months ago
Thomas Kaul	2b5d2701bd	Task/improve exchange rate and market data gathering robustness (#7119) * Improve exchange rate robustness * Improve market data gathering robustness * Update changelog	4 months ago
Thomas Kaul	af9889f0ff	Bugfix/missing asset profiles and historical data for symbols across data sources (#7089) * Fix missing asset profiles and historical data * Update changelog	4 months ago
Thomas Kaul	2f96b42107	Task/reuse asset profile identifier (part 2) (#7087) Reuse AssetProfileIdentifier	4 months ago
Thomas Kaul	1587206e67	Bugfix/missing quotes for symbols across data sources (#7085) * Fix missing quotes * Update changelog	4 months ago
Thomas Kaul	bab02b3d68	Task/deprecate SymbolProfile in favor of assetProfile in get holding endpoint (#7054) * Deprecate SymbolProfile in favor of assetProfile * Update changelog	4 months ago
Thomas Kaul	98c984c6c9	Task/improve unknown bucket grouping in allocations (#7011) * Improve unknown bucket grouping * Update changelog	4 months ago
Thomas Kaul	3da6380618	Task/prevent deletion of asset profiles in use (#6942) * Prevent deletion of asset profiles in use * Update changelog	4 months ago
Thomas Kaul	d830e0f6f4	Task/migrate backend logger to instance pattern (#6966) * Refactor backend logging to use instance-based Logger * Update changelog	4 months ago
Thomas Kaul	9996d8a8d2	Bugfix/base currency in impersonation mode (#6964) * Fix base currency in impersonation mode * Update changelog	5 months ago
Thomas Kaul	ab6fdf6c4f	Task/remove deprecated attributes from portfolio position interface (#6950) * Remove deprecated attributes * Update changelog	5 months ago
Thomas Kaul	f9ebb9150a	Task/add portfolio service test (#6949) * Add tests to cover cash positions	5 months ago
Thomas Kaul	9d7e3dfe18	Bugfix/missing cash positions caused by incorrect data source (#6933) * Change incorrect data source * Update changelog	5 months ago
Kenrick Tandrian	081ce27d78	Task/improve type safety in home overview component (#6927) * feat(client): implement default date range * feat(client): resolve errors * feat(client): replace constructor based DI with inject function * feat(client): enforce encapsulation * fix(client): remove dead code * feat(client): enforce immutability * feat(client): replace deprecated getDeviceInfo * feat(client): convert errors to signal * feat(client): convert hasImpersonationId to signal * feat(client): convert user to signal * feat(client): convert to computed signals * feat(client): convert historicalDataItems and isLoadingPerformance to signals * feat(client): convert performance and precision to signals * feat(client): implement OnPush change detection strategy * fix(common): revert DateRange type change * fix(client): format file	5 months ago
Thomas Kaul	5b9df03a1e	Task/remove deprecated attributes from holdings of public portfolio endpoint response (#6923) * Remove deprecated attributes * Update changelog	5 months ago
Thomas Kaul	f82fbcfc58	Bugfix/exception in portfolio details endpoint for unmatched asset profile (#6861) * Resolve exception in portfolio details endpoint when an asset profile is unmatched * Use asset profile identifier for value uniqueness * Update changelog	5 months ago
Thomas Kaul	ef7df25496	Task/refactor subscription types (#6735) Refactor subscription types	6 months ago
Thomas Kaul	cdef2afa48	Feature/setup statistics gathering queue (#6696) * Set up statistics gathering queue * Update changelog	6 months ago