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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Commit Graph

753 Commits (22635d4eea59d30f77787345157cda5ad0ccbf6a)

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	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	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	85ff93075d	Task/extend personal finance tools (20260828) (#7737) Extend personal finance tools	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	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	67dd8fbf0f	Task/add write access to create or update access dialog (#7676) * Add write access * 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
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
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	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	e0bdf06a96	Task/extend personal finance tools (20260813) (#7615) Extend personal finance tools	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	e1eb127bce	Task/refactor impersonation mode into guard (#7597) * Refactor impersonation mode into guard * Update changelog	2 months ago
Thomas Kaul	55939ea2e5	Feature/add quantity to accounts tab of holding detail dialog (#7595) * Add quantity to accounts tab of holding detail dialog * Update changelog	2 months ago
Thomas Kaul	fbd898b32d	Bugfix/user settings and calculations in impersonation mode (#7592) * Fix user settings and calculations in impersonation mode * Update changelog	2 months ago
Thomas Kaul	e61946cbb7	Task/extend toggle component to support icons (#7582) * Extend toggle component to support icons * 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	6b64563391	Task/migrate account dialogs to dedicated routes (#7473) * Migrate account dialogs to dedicated routes * Update changelog	2 months ago
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	901b52393f	Feature/add country flag to currency selector (#7561) * Add country flag * Update changelog	2 months ago
Thomas Kaul	9c78bc29a4	Task/extract non-investment activity types constant (#7535) Extract non-investment activity type	2 months ago
Thomas Kaul	b812bc7421	Task/guard system tags in admin control panel (#7532) * Guard system tags against deletion and renaming * Update changelog	2 months ago
Thomas Kaul	61cac99d54	Task/improve symbol validation for assets with manual data source (#7467) * Improve symbol validation for assets with manual data source * Update changelog	2 months ago