Tree: 22635d4eea

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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5546 Commits (22635d4eea59d30f77787345157cda5ad0ccbf6a)

 

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Author	SHA1	Message	Date
Jaime Gancedo	22635d4eea	Feature/add net worth chart toggle on home page Add a toggle on the home page to switch the overview chart between the investments and the net worth time series. The headline value and the change below it follow the selection, showing the net worth and its change over the selected date range instead of the portfolio value and its performance. The toggle is omitted in the restricted view and in the ZEN mode, where the net worth is not exposed. The net worth is already part of the portfolio performance response, so switching does not refetch. The selection is persisted in the user settings as overviewChartMode.	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
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	0c2ac229d8	Task/upgrade uuid to version 14.0.2 (#7758) * Update uuid to version 14.0.2 * Update changelog	2 months ago
Thomas Kaul	ce4ed102c0	Release 3.64.0 (#7760)	2 months ago
Thomas Kaul	76b4cc735c	Task/upgrade zone.js to version 0.16.2 (#7757) * Update zone.js to version 0.16.2 * Update changelog	2 months ago
Thomas Kaul	709ba66cb4	Task/upgrade twitter-api-v2 to version 1.29.1 (#7756) * Update twitter-api-v2 to version 1.29.1 * Update changelog	2 months ago
Thomas Kaul	c48fb4bd67	Feature/add MCP tool to get accounts (#7744) * Add MCP tool to get accounts * Update changelog	2 months ago
Kenrick Tandrian	94aa4793fe	Task/improve type safety for unassigned variables in API (#7755) * fix(api): resolve type errors in src/app * fix(api): resolve type errors in src/services * fix(api): update log level type * fix(api): reformat files	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	a2b7261ca9	Task/add support for filters of assistant to accounts page (#7752) * Add support for filters of assistant to accounts page * Update changelog	2 months ago
Thomas Kaul	af3dacd9f8	Task/improve language localization for DE (20260829) (#7750) * Update translation * 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	c9cc020540	Task/extend accounts endpoint by filters (#7748) * Extend accounts endpoint by accounts, assetClasses and tags filters * Update changelog	2 months ago
github-actions[bot]	537be44e3b	Task/update locales (#7741) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	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	954e02a439	Release 3.63.0 (#7743)	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	21e78b3982	Bugfix/handling of indices in FMP service (#7738) * Improve handling of indices * Update changelog	2 months ago
Thomas Kaul	85ff93075d	Task/extend personal finance tools (20260828) (#7737) Extend personal finance tools	2 months ago
github-actions[bot]	cc3bbeeb89	Task/update locales (#7732) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	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	c16445d49e	Release 3.62.0 (#7735)	2 months ago
Thomas Kaul	bc4e772442	Task/improve language localization for DE (20260827) (#7734) * Update 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
github-actions[bot]	70590ef9d0	Task/update locales (#7713) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	2 months ago
Thomas Kaul	4c9ba9af83	Task/improve language localization of asset classes in AI prompt (#7729) * Improve language localization of asset classes * Update changelog	2 months ago
Thomas Kaul	31561cc2ac	Task/upgrade @types/lodash to version 4.17.25 (#7725) Update @types/lodash to version 4.17.25	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	13c893565f	Release 3.61.0 (#7726)	2 months ago
Aaryaman Vyas	38b5d73c75	Bugfix/missing benchmark in performance chart for calendar year date ranges (#7631) * Fix missing benchmark in performance chart for calendar year date ranges * Update changelog	2 months ago
Thomas Kaul	d2a20a6384	Task/upgrade bull-board to version 9.0.1 (#7724) * Update bull-board to version 9.0.1 * Update changelog	2 months ago
Thomas Kaul	5b6536ec85	Bugfix/validation of custom asset profile symbols (#7721) * Improve validation of activities and asset profiles when combining custom asset profile symbol with data source other than MANUAL * 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	3109666972	Task/improve access table (#7718) * Improve icons and labels of access table * Update changelog	2 months ago
Thomas Kaul	0d0ed97227	Bugfix/response of historical market data gathering for a specific date (#7717) * Fix response of historical market data gathering for a specific date * Update changelog	2 months ago
Thomas Kaul	b75ebb2c1d	Bugfix/country mapping of Macau in FMP service (#7719) * Fix country mapping of Macau * 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