Guillermo Tomás Fernández Martín
4f76ee6758
Feature/improve symbol lookup in Trackinsight data enhancer ( #4296 )
* Feature: enhance Trackinsight data fetching with symbol search fallback
* Feature: refactor Trackinsight symbol search for improved clarity and error handling
* Fixed style concerns and removed code duplication
* Minor improvements
* Update changelog
* Update changelog
* Clean up
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component ( #4308 )
* Allow creating custom tags from holding detail dialog component
* Extend create tag endpoint
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Thomas Kaul
58dfba8e63
Feature/upgrade @trivago/prettier-plugin-sort-imports to version 5.2.2 ( #4315 )
* Upgrade @trivago/prettier-plugin-sort-imports to version 5.2.2
* Update changelog
6 months ago
Amandee Ellawala
ab379f9abf
Feature/extend holding detail dialog by historical market data editor ( #4281 )
* Extend holding detail dialog by historical market data editor
* Update changelog
6 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
6 months ago
Thomas Kaul
c7f39d3884
Feature/exclude manual data source from encoding ( #4307 )
* Exclude MANUAL data source from encoding
6 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
6 months ago
github-actions[bot]
f92c877769
Feature/update locales 20250209 ( #4304 )
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Ken Tandrian
35ef06d27a
Feature/allow creating custom tags in tag selector component ( #4305 )
* feat(ui): allow creating custom tags
* feat(ui): add new story
* Update changelog
7 months ago
Ken Tandrian
56f943824e
Feature/introduce readonly attribute in tags selector component ( #4301 )
* feat(ui): introduce readonly attribute
* Update changelog
7 months ago
Ken Tandrian
72d5c713c5
Feature/import global styles in Storybook ( #4302 )
* feat(ui): include styles in storybook build
* chore(ui): cleanup
* fix(ui): remove styles from storybook target
* Update changelog
7 months ago
Thomas Kaul
a11e9c7f48
Release 2.138.0 ( #4298 )
7 months ago
Thomas Kaul
a8d353f29d
Feature/extend personal finance tools 20250208 ( #4297 )
* Add Fey
7 months ago
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
* Add regional market cluster risk for emerging markets
* Update changelog
7 months ago
Thomas Kaul
5b786ba143
Feature/improve error handling in CoinGecko service ( #4287 )
* Improve error handling
* Update changelog
7 months ago
Ken Tandrian
e496c49555
Feature/set up Storybook stories for tags selector component ( #4289 )
* feat(storybook): create story for tags selector
* Update changelog
7 months ago
Ken Tandrian
b6c4ef1997
Feature/upgrade svgmap to version 2.12 ( #4280 )
* chore(deps): bump svgmap from 2.6.0 to 2.12.2
* fix(ui): handle error
* Update changelog
7 months ago
github-actions[bot]
8cdef05516
Feature/update locales 20250204 ( #4283 )
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
* Add regional market cluster risk rule for Europe
* Update changelog
7 months ago
Thomas Kaul
f638b102da
Feature/add link to Duck.ai to copy AI prompt action ( #4272 )
* Add link to Duck.ai
* Update changelog
7 months ago
ceroma
3e306f7025
RFC/one Symbol Profile per interest name
Currently, each Interest activity creates a new Symbol Profile. This may leave the DB cluttered with multiple single-activity Symbols (see #3381 ), causing a slowness in portfolio snapshot computation and some difficulty in parsing all symbols in Admin Control > Market Data page.
This is a proposal to keep a single Symbol Profile for each unique name used for an Interest-typed activity.
Test Plan:
1. Create an Interest activity named "AAAA"
2. Create another Interest activity named "AAAA"
3. Verify in Market Data that only one Symbol Profile exists for both interest activities
4. Delete the first "AAAA" Interest activity
5. Verify the other activity still exists
6. Verify the "AAAA" Symbol Profile still exists
7. Delete the second "AAAA" Interest activity
8. Verify the "AAAA" Symbol Profile got deleted
9. Create an Interest activity named "BBBB"
10. Create another Interest activity named "BBBB"
11. Update one of the activities to be named "CCCC"
12. Verify one "BBBB" and one "CCCC" activities exist
12. Verify in Market Data that there are two Symbol Profiles, one for "BBBB" and one for "CCCC"
13. Rename Symbol Profile "CCCC" to "DDDD" from the Market Data page
14. Verifify the activity in Activities page shows up as "DDDD" now
11 months ago
Thomas Kaul
8878212487
Feature/expire snapshot cache on holding tags change ( #4277 )
* Expire snapshot cache on holding tags change
* Update changelog
7 months ago
github-actions[bot]
3037f7cec6
Feature/update locales 20250202 ( #4275 )
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Thomas Kaul
e6416d5a00
Feature/improve mode value labels in scraper configuration ( #4274 )
* Improve mode value labels
7 months ago
Ken Tandrian
d711fed4f5
Feature/extract tags selector to reusable component ( #4256 )
* feat(ui): create gf-tags-selector component
* feat(ui): implement gf-tags-selector in activity dialog
* feat(ui): implement gf-tags-selector in holding detail dialog
* Update changelog
7 months ago
Thomas Kaul
9905c428af
Feature/refactor regional market cluster risk rule for North America ( #4276 )
* Refactoring
7 months ago
Thomas Kaul
9ab21508a5
Feature/refactor snack bars ( #4273 )
* Refactor snack bars
7 months ago
Thomas Kaul
14cb0c98ce
Feature/update ghostfolio data provider info ( #4269 )
* Update info
7 months ago
Thomas Kaul
f708d98710
Release 2.137.1 ( #4268 )
7 months ago
Thomas Kaul
f09946f72f
Release/2.137.0 ( #4266 )
* Release 2.137.0
* Update changelog
7 months ago
github-actions[bot]
27a2ee5f54
Feature/update locales ( #4264 )
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Thomas Kaul
e2b27fb6e9
Feature/improve headers label in scraper configuration ( #4263 )
* Improve label
7 months ago
github-actions[bot]
c095d08816
Feature/update locales 20250201 ( #4262 )
* Update locales
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Guillermo Tomás Fernández Martín
d4f28e2759
Feature/add support for ETF sector data in YahooFinanceDataEnhancer ( #4258 )
* Add support for ETF sector data in YahooFinanceDataEnhancer
* Update changelog
7 months ago
Thomas Kaul
582355ecb5
Feature/upgrade prisma to version 6.3.0 ( #4259 )
* Upgrade prisma to version 6.3.0
* Update changelog
7 months ago
Amandee Ellawala
a75599bf5d
Feature/split scraper configuration into sub form ( #4157 )
* Split scraper configuration into sub form
* Update changelog
7 months ago
github-actions[bot]
5d2f763ca2
Feature/update locales 20250130 ( #4260 )
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
7 months ago
Ken Tandrian
954cf765b8
Bugfix/dynamic numerical precision for cryptocurrencies in holding detail dialog ( #4255 )
* fix(ui): dynamic numerical precision of quantity for cryptocurrencies
* Update changelog
7 months ago
Thomas Kaul
fa27a05bcf
Feature/upgrade bull to version 4.16.5 ( #4218 )
* Upgrade bull to version 4.16.5
* Update changelog
7 months ago
Ken Tandrian
eb26707e8c
Feature/migrate seed.js to TypeScript ( #4248 )
* feat(db): migrate seed.js to typescript
* feat(db): change seed command
* Update changelog
7 months ago
Thomas Kaul
657cb510d8
Feature/upgrade ng-extract-i18n-merge to version 2.14.1 ( #4250 )
* Upgrade ng-extract-i18n-merge to version 2.14.1
* Update changelog
7 months ago
Thomas Kaul
38178c774b
Feature/upgrade ng-extract-i18n-merge to version 2.14.0 ( #4249 )
* Upgrade ng-extract-i18n-merge to version 2.14.0
* Update changelog
7 months ago
Thomas Kaul
5ce8a7ab5c
Feature/upgrade prettier-plugin-sort-imports to version 5.2.1 ( #4217 )
* Upgrade @trivago/prettier-plugin-sort-imports to version 5.2.1
* Update changelog
7 months ago
Thomas Kaul
6533f00bae
Release 2.136.0 ( #4246 )
7 months ago
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides ( #4234 )
* Fix issue with holdings and sectors while using symbol profile overrides
* Update changelog
7 months ago
Guillermo Tomás Fernández Martín
512b84016c
Bugfix/fix issue with detection of thousand separator by locale ( #4243 )
* Fix issue with detection of thousand separator by locale
* Update changelog
7 months ago
Thomas Kaul
4b65b6277e
Feature/refresh cryptocurrencies list 20250123 ( #4245 )
* Update cryptocurrencies.json
* Update changelog
7 months ago
Thomas Kaul
cca26040bf
Feature/extend get asset profile in financial modeling prep service ( #4230 )
* Extend get asset profile by ETF website
7 months ago
Ken Tandrian
59f0307dcf
Feature/set up GitHub action to extract locales ( #4239 )
* Set up a GitHub action to extract locales when main branch changes
* Update changelog
7 months ago