Tree: 23aad0ed27

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

396 Commits (23aad0ed27114cd6e48a92b044d2fc74614c83d5)

Author	SHA1	Message	Date
Szymon Łągiewka	c1c73e145a	Task/migrate client to prisma-client generated code (#7868) * Migrate client to prisma-client generated code * Update changelog	2 weeks ago
Thomas Kaul	30208907a6	Feature/add dividend performance to analysis page (#7924) * Add dividend performance * Update changelog	3 weeks ago
Thomas Kaul	3c9cc2e531	Task/extend personal finance tools (20260923) (#7940) Extend personal finance tools	3 weeks ago
Thomas Kaul	89da484bb7	Task/move percentage formulas of portfolio calculator to method class (#7919) Move percentage formulas of portfolio calculator to method class	4 weeks ago
Thomas Kaul	afbb37aed7	Task/rename symbol metrics to holding performance (#7912) Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding	4 weeks ago
Thomas Kaul	82b243f9ed	Bugfix/handling of cash positions (#7660) * Fix handling of cash positions * Update changelog	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	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	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	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	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	108e29444a	Task/add scopes to access (#7603) * Add scopes to access * 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	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	e61946cbb7	Task/extend toggle component to support icons (#7582) * Extend toggle component to support icons * 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	3eb10cc2e1	Task/remove unused exchange from portfolio position interface (#7537) Remove exchange	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	ddf446f915	Feature/stock splits setup (#7251) * Stock splits setup * Update changelog	2 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	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	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	10c01ec630	Task/improve type safety in access and account balance services (#7416) * fix(common): update Access interface and type definitions * fix(api): resolve type errors in access controller * feat(api): default to user currency in account balance service	3 months ago
Thomas Kaul	90a3fed652	Task/remove deprecated SymbolProfile from activity interface (#7360) * Removed deprecated SymbolProfile from activity interface * Update changelog	3 months ago
Thomas Kaul	20afbdc202	Task/restrict get symbol data endpoint to authenticated users (#7372) * Restrict symbol data endpoint to authenticated users * 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	8aa476909b	Task/extend coupons with createdAt (#7257) * Extend coupons with createdAt	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	f1f66663ee	Task/setup categories and platforms for personal finance tools (#7237) Setup categories and platforms	3 months ago
Thomas Kaul	05281d5980	Feature/public access filtering (#7146) * Add filtering for public access * Update changelog --------- Co-authored-by: Germán Martín <github@gmartin.net>	4 months ago
Akash Negi	9b86a9a73f	Task/remove deprecated SymbolProfile from PortfolioHoldingResponse (#7094) * Remove deprecated SymbolProfile * Update changelog	4 months ago
Kenrick Tandrian	26f0c35811	Task/improve type safety in allocations page component (#7076) Improve type safety	4 months ago
Thomas Kaul	2f96b42107	Task/reuse asset profile identifier (part 2) (#7087) Reuse AssetProfileIdentifier	4 months ago
Akash Negi	04a1c75365	Task/move market data endpoint for single asset to asset profiles (#7079) * Move market data endpoint for single asset to asset profiles * Update changelog	4 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	bf39fd89d2	Task/extend user detail dialog of admin control with subscriptions (#7078) Extend user detail dialog with subscriptions	4 months ago
Sjohn21	5d60887a19	Feature/move admin market data endpoint to asset profiles (#7056) * Move admin market data endpoint to asset profiles * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	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	116357b797	Task/move referral partners to database (#7060) * Move referral partners to database	4 months ago
Kenrick Tandrian	5bb8bf834b	Task/improve type safety in holding detail dialog component (#7050) Improve type safety	4 months ago
Thomas Kaul	7fd755602e	Task/extend personal finance tools (20260603) (#6982) Add URLs	4 months ago
Thomas Kaul	ab6fdf6c4f	Task/remove deprecated attributes from portfolio position interface (#6950) * Remove deprecated attributes * Update changelog	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