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
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
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
5b1945079e
Feature/add support to remove received access ( #7701 )
* Add support to remove a received access on the access page
* 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
5232e8f366
Task/extract access level icon to reusable component ( #7692 )
* Extract access level icon to reusable component
* Update changelog
2 months ago
Thomas Kaul
350fc745d9
Task/improve storybook setup ( #7691 )
* Load @angular/localize centrally
* Disable telemetry
* Update changelog
2 months ago
Thomas Kaul
c707befdae
Task/improve style of holding selector in portfolio filter form component ( #7687 )
Improve style
2 months ago
Thomas Kaul
67dd8fbf0f
Task/add write access to create or update access dialog ( #7676 )
* Add write access
* Update changelog
2 months ago
Thomas Kaul
acdcb6aa7d
Task/extend account selector options to include platform and currency ( #7683 )
* Extend options to include platform and currency
* 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
45a20d3ea3
Task/increase daily request limit of Ghostfolio data provider within setup period ( #7674 )
Increase daily request limit within setup period
2 months ago
Shubham Raghav
5af0c7f1c0
Task/migrate services to Angular 22 @Service() ( #7671 )
* Migrate services to Angular 22 @Service()
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Thomas Kaul
89ae246f85
Task/improve sorting in account selector component ( #7670 )
* Improve sorting
* Update changelog
2 months ago
Thomas Kaul
87cb77a8fd
Feature/merge asset profile into existing asset profile ( #7654 )
* Merge asset profile into existing asset profile
* Update changelog
2 months ago
Thomas Kaul
5fd9fb9c34
Task/add write scopes to access ( #7638 )
* Add write scopes to access
* Update changelog
2 months ago
Kenrick Tandrian
d83d9cac59
Task/upgrade Angular to version 22.1.1 ( #7663 )
* chore(deps): bump angular from v21 to v22
* fix(client): simplify date adapter injection
* fix(api): suppress API deprecation warnings in tsconfig
* feat(docs): update changelog
* fix(client): migrate custom date adapter to inject function
* fix(ui): migrate eslint configuration to native flat config format
* feat(docs): update changelog
* fix(ui): reorder typescript-eslint plugin import
* chore(deps): bump angular from 22.1.1 to 22.1.2
* chore(deps): bump babel packages
2 months ago
Thomas Kaul
3035c303db
Task/extract account selector to reusable component ( #7653 )
* Extract account selector to reusable component
* Update changelog
2 months ago
Thomas Kaul
b50349a385
Task/improve style of toggle component ( #7655 )
* Improve style
* Update changelog
2 months ago
Thomas Kaul
b4a218f308
Task/extend personal finance tools (20260818) ( #7657 )
Extend personal finance tools
2 months ago
Thomas Kaul
6cf33a4651
Task/extend personal finance tools (20260817) ( #7652 )
Extend personal finance tools
2 months ago
Thomas Kaul
0a07db8261
Task/move currency removal from cryptocurrency names to general availability ( #7650 )
* Move currency removal from cryptocurrency names to general availability
* Update changelog
2 months ago
Kenrick Tandrian
3ae64b5eaf
Task/modernize TypeScript compiler options ( #7642 )
* fix(ts): remove baseUrl from config
* feat(ts): upgrade base target to es2022
* fix(client): clean up typescript target configurations
* fix(ui): standardize tsconfig target configuration to es2021
* fix(ts): remove redundant project-level lib configurations
* fix(ui): inherit base tsconfig target compiler option
2 months ago
Thomas Kaul
9d9d4450f4
Task/extend personal finance tools (20260816) ( #7644 )
Extend personal finance tools
2 months ago
Thomas Kaul
4a65e44f5b
Task/restrict creation of tags to unique names in tags selector ( #7635 )
* Restrict creation of tags to unique names
* Update changelog
2 months ago
Thomas Kaul
aeaec40c8f
Bugfix/missing loading indicator in benchmarks table on markets page ( #7634 )
* Fix missing loading indicator in benchmark component
* 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
4926d59d4d
Bugfix/empty historical market data in asset profile dialog for asset profiles without activities ( #7623 )
* Fix empty historical market data for asset profiles without activities
* Update changelog
2 months ago