Sven Günther
420724838a
Fix custom asset name rendering in import activities dialog ( #5784 )
- Include name field for FEE/INTEREST/LIABILITY asset profiles in backend validation
- Hide symbol subtitle for MANUAL dataSource assets in activities table
- Create asset profiles for all MANUAL activities in CSV import (not just BUY)
- Preserve provided name when creating orders to prevent names disappearing after import
Fixes rendering issues where custom asset names were missing or incorrectly
displayed as symbols in import preview and activities list.
2 weeks ago
Google
71b375ea92
Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )
* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse
2 weeks ago
Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
2 weeks ago
Sven Günther
1daa980824
Bugfix/import of activity with MANUAL data source (CSV file) ( #5749 )
* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 weeks ago
Thomas Kaul
04d6d9cfa9
Bugfix/total buy and sell calculation in summary ( #5759 )
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
3 weeks ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
* Refactor PortfolioDividends to PortfolioDividendsResponse
3 weeks ago
Thomas Kaul
103c15ca31
Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )
* Use currency from user settings
* Update changelog
3 weeks ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
3 weeks ago
Thomas Kaul
3034745e7d
Feature/improve currency validation in getAssetProfiles() functionality of data provider service ( #5747 )
* Improve currency validation
* Update changelog
3 weeks ago
Thomas Kaul
058d7caacd
Bugfix/respect includeIndices flag in search functionality of FMP service ( #5746 )
* Respect includeIndices in search()
* Update changelog
3 weeks ago
Thomas Kaul
948df81a0d
Feature/use asset profile resolutions in getQuotes() of FMP service (part 2) ( #5750 )
* Use asset profile resolutions in getQuotes()
3 weeks ago
Thomas Kaul
2ff02a0a9c
Feature/improve currency validation in search functionality of data provider service ( #5745 )
* Improve currency validation
* Update changelog
3 weeks ago
Thomas Kaul
8d6153fa52
Feature/use asset profile resolutions in getQuotes() of FMP service ( #5743 )
* Use asset profile resolutions in getQuotes()
* Update changelog
3 weeks ago
Lagmator22
20da95239e
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )
* Refactor liabilities to liabilitiesInBaseCurrency
3 weeks ago
Szymon Łągiewka
fc4d5774fa
Bugfix/enable IPv6 connectivity for Redis in job queue module ( #5726 )
* Enable IPv6 connectivity for Redis in job queue module
* Update changelog
3 weeks ago
Thomas Kaul
a9f38aaf90
Task/remove deprecated position endpoints from portfolio controller ( #5733 )
* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog
3 weeks ago
Tanbir Ali
d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
3 weeks ago
Sven Günther
c5c1192900
Bugfix/import of custom asset profiles ( #5670 )
* Import of custom asset profiles
* Update changelog
3 weeks ago
Thomas Kaul
948233c651
Task/remove @IsOptional() from dataSource in CreateOrderDto ( #5703 )
* Remove is @IsOptional() from dataSource
3 weeks ago
Thomas Kaul
7642d82318
Bugfix/add missing type of access id in get public portfolio endpoint ( #5690 )
* Add missing type
4 weeks ago
Szymon Łągiewka
7761c764b5
Bugfix/fix server startup message to properly display IPv6 addresses ( #5716 )
* Fix server startup message to properly display IPv6 addresses
* Update changelog
4 weeks ago
Germán Martín
20a756a376
Feature/add support to update granted access ( #5566 )
* Add support to update granted access
* Update changelog
4 weeks ago
Thomas Kaul
180e0f3c81
Feature/add date range query parameter to data gathering endpoint ( #5684 )
* Add date range
* Update changelog
1 month ago
Flavien Lankai-Mills
c173998677
Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
1 month ago
Thomas Kaul
b61f470854
Bugfix/fix exception in get asset profile functionality of FMP service ( #5663 )
* Add missing guard
* Update changelog
1 month ago
Thomas Kaul
e9c42598db
Feature/improve support for mutual funds in FMP service ( #5651 )
* Improve support for mutual funds in getAssetProfile()
* Update changelog
1 month ago
Thomas Kaul
6ff1d65a70
Feature/add safe withdrawal rate to user settings ( #5629 )
* Add safe withdrawal rate to user settings
* Update changelog
1 month ago
Thomas Kaul
a86afee6e6
Task/reuse blog path of public routes in sitemap service ( #5608 )
* Reuse blog path of public routes
1 month ago
Thomas Kaul
90b28ea74f
Feature/add hacktoberfest 2025 blog post ( #5584 )
* Add blog post: Hacktoberfest 2025
* Update changelog
1 month ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
1 month ago
Kenrick Tandrian
ef5661d81c
Bugfix/investment calculation when selling all units of holding ( #5509 )
* Fix investment calculation when selling all units of holding
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
David Requeno
11c51698d7
Feature/extend public portfolio page with latest activities ( #5538 )
* Extend public portfolio page with latest activities
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
Thomas Kaul
e2382834c3
Bugfix/add unit price in asset profile currency to redacted values ( #5547 )
* Add unitPriceInAssetProfileCurrency
* Update changelog
2 months ago
Thomas Kaul
2ab37ef7be
Feature/refresh cryptocurrencies list 20250917 ( #5543 )
* Update cryptocurrencies.json
* Update changelog
2 months ago
Thomas Kaul
40f5c93f43
Feature/set up asset profile resolution database table ( #5533 )
* Set up asset profile resolution database table
2 months ago
Thomas Kaul
67da647d53
Feature/upgrade yahoo-finance2 to version 3.10.0 ( #5469 )
* Upgrade yahoo-finance2 to version 3.10.0
* Update changelog
2 months ago
Thomas Kaul
f7f942d08d
Bugfix/fix pagination issue in market data and user endpoint by adding secondary sort criterion ( #5521 )
* Add id as secondary sort criterion to ensure consistent ordering
* Refactoring
* Update changelog
2 months ago
Thomas Kaul
28f28e737f
Task/refactor imports of built-in Node.js core modules ( #5513 )
* Prefix crypto imports
* Prefix fs imports
* Prefix path imports
* Update changelog
2 months ago
Thomas Kaul
7857255ca3
Feature/improve search in Yahoo Finance service ( #5518 )
* Improve search
* Update changelog
2 months ago
Thomas Kaul
2879645dc4
Feature/extend variations of subscription interstitials ( #5486 )
* Extend variations of subscription interstitials
* Update changelog
2 months ago
Thomas Kaul
15033c0f58
Bugfix/handling of zero buying power in static portfolio analysis rules ( #5474 )
* Improve handling of 0 buying power
* Update changelog
2 months ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
2 months ago
Sven Günther
e70277c66d
Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel ( #5434 )
* Enable automatic data gathering for custom currencies
* Update changelog
2 months ago
Marcin Szymański
e5baa1acd5
Bugfix/average price calculation for buy and sell activities of short positions ( #5416 )
* Fix average price calculation for buy and sell activities of short positions
* Update changelog
2 months ago
Thomas Kaul
d7bcfe871f
Bugfix/fix number of attempts in queue jobs view of admin control panel ( #5447 )
* Fix number of attempts
* Update changelog
2 months ago
Thomas Kaul
24dde83a30
Feature/add BALN BUY and BUY test ( #5455 )
* Add test
2 months ago
Thomas Kaul
d7f8dee2eb
Feature/upgrade Stripe dependencies 20250829 ( #5429 )
* Upgrade Stripe dependencies
* Update changelog
2 months ago
Thomas Kaul
f3fb123309
Feature/improve various functions of data providers ( #5418 )
* Improve various functions of data providers
* Reuse request timeout
* Handle exception in getQuotes() of FinancialModelingPrepService
* Update changelog
2 months ago
Thomas Kaul
af903321a2
Feature/improve error handling in data providers (part 2) ( #5413 )
* Improve error handling
* Update changelog
2 months ago
Kenrick Tandrian
e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )
* Extend watchlist endpoint by trend50d and trend200d
* Update changelog
2 months ago