Thomas Kaul
bb3ae9be1d
Extend accounts endpoint by accounts, assetClasses and tags filters
15 hours ago
Thomas Kaul
0035d625ee
Extend accounts endpoint by accounts, assetClasses and tags filters
16 hours ago
Thomas Kaul
e2a6048d1d
Feature/add MCP tool to get activities ( #7742 )
* Add MCP tool to get activities
* Update changelog
1 day 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
1 day ago
Thomas Kaul
ee40119148
Task/add restricted view and manage permission to access ( #7740 )
* Add restricted view and manage permission to access
* Update changelog
1 day ago
Thomas Kaul
21e78b3982
Bugfix/handling of indices in FMP service ( #7738 )
* Improve handling of indices
* Update changelog
1 day ago
github-actions[bot]
cc3bbeeb89
Task/update locales ( #7732 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2 days ago
Thomas Kaul
fd78f0816e
Task/improve language localization of asset classes and asset sub classes ( #7736 )
* Consolidate duplicated translations
* Update changelog
2 days ago
Thomas Kaul
c16445d49e
Release 3.62.0 ( #7735 )
2 days ago
Thomas Kaul
bc4e772442
Task/improve language localization for DE (20260827) ( #7734 )
* Update translations
* Update changelog
2 days 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 days ago
github-actions[bot]
70590ef9d0
Task/update locales ( #7713 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2 days ago
Thomas Kaul
4c9ba9af83
Task/improve language localization of asset classes in AI prompt ( #7729 )
* Improve language localization of asset classes
* Update changelog
2 days ago
Thomas Kaul
1355098bdb
Task/improve web_fetch tool in fetch service ( #7730 )
* Improve web_fetch tool
* Update changelog
2 days ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
4 days 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
4 days 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
4 days 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
4 days ago
Thomas Kaul
def48c6adf
Bugfix/data gathering blocked by failed jobs ( #7720 )
* Fix data gathering blocked by failed jobs
* Update changelog
4 days ago
Thomas Kaul
b4e8a4090d
Task/simplify recent market data gathering ( #7714 )
* Simplify recent market data gathering
* Update changelog
4 days ago
Thomas Kaul
3109666972
Task/improve access table ( #7718 )
* Improve icons and labels of access table
* Update changelog
4 days 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
4 days ago
Thomas Kaul
b75ebb2c1d
Bugfix/country mapping of Macau in FMP service ( #7719 )
* Fix country mapping of Macau
* Update changelog
5 days 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
5 days ago
Thomas Kaul
b54e2ac144
Task/improve style of settings tables in admin control panel ( #7708 )
* Improve style of settings table
* Update changelog
5 days ago
Thomas Kaul
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
5 days ago
Thomas Kaul
0c39d8535a
Task/improve language localization for DE (20260823) ( #7705 )
* Update translations
* Update changelog
6 days ago
github-actions[bot]
5a0c0d5e48
Task/update locales ( #7690 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
6 days ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
6 days 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
7 days ago
Thomas Kaul
1d00342702
Bugfix/market price carry forward on dates with activities ( #7702 )
* Fix market price carry forward on dates with activities
* Update changelog
7 days ago
Thomas Kaul
c542997d27
Task/extract public portfolio endpoint logic to service ( #7699 )
Extract logic to service
1 week ago
Thomas Kaul
3d9352255d
Feature/extend holdings table of AI prompt with activities count ( #7700 )
* Extend holdings table with activities count
* Update changelog
1 week ago
Thomas Kaul
745a0eed35
Feature/extend holdings table of AI prompt with date of first activity ( #7698 )
* Extend holdings table with date of first activity
* Update changelog
1 week ago
Thomas Kaul
fc4e695aa5
Task/extend features page with benchmarks ( #7696 )
Add benchmarks
1 week ago
Thomas Kaul
a55b9f212b
Bugfix/missing close price in historical market data ( #7694 )
* Fix missing close price in historical market data of Yahoo Finance service
* Discard market prices carried forward beyond the data of the data provider
* Update changelog
1 week ago
Thomas Kaul
74c1aa35ae
Bugfix/benchmark label in tooltip of benchmark comparator ( #7695 )
* Fix tooltip
* Update changelog
1 week ago
Thomas Kaul
aa9595ba59
Task/improve market data tab of holding detail dialog ( #7693 )
Improve market data tab
1 week 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
1 week ago
Thomas Kaul
5232e8f366
Task/extract access level icon to reusable component ( #7692 )
* Extract access level icon to reusable component
* Update changelog
1 week ago
Thomas Kaul
96d56dfb2d
Bugfix/unused custom asset profiles created by activities import ( #7673 )
* Fix unused custom asset profiles created by activities import
* Update changelog
1 week ago
Thomas Kaul
f3d56298b7
Task/improve language localization for DE (20260821) ( #7685 )
* Update translations
* Update changelog
1 week ago
github-actions[bot]
14afe604c1
Task/update locales ( #7684 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 week ago
Thomas Kaul
67dd8fbf0f
Task/add write access to create or update access dialog ( #7676 )
* Add write access
* Update changelog
1 week ago
github-actions[bot]
7541bbf781
Task/update locales ( #7666 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 week ago
nyxst4ck
22d0680ae0
Task/improve language localization for JA (20260821) ( #7678 )
* Update translations
* Update changelog
1 week ago
Thomas Kaul
e553d32e11
Task/add i18n to introductions of resources page ( #7682 )
Add i18n
1 week ago
Thomas Kaul
2c89fdfb00
Task/add i18n to introductions of FAQ pages ( #7681 )
Add i18n
1 week ago
Thomas Kaul
c13d04789d
Task/harden auth guard ( #7679 )
* Improve error handling
* Update changelog
1 week ago
Thomas Kaul
17e1a2b5fc
Task/remove deprecated permissions attribute from access ( #7639 )
* Remove deprecated permissions attribute from access
* Update changelog
1 week ago