Thomas Kaul
|
540be46cc6
|
Merge branch 'main' into task/extend-account-endpoint-by-filters
|
13 hours ago |
Thomas Kaul
|
25cacf95bb
|
Bugfix/value redaction in latest activities of public portfolio page (#7747)
* Fix value redaction
* Update changelog
|
13 hours ago |
Thomas Kaul
|
346091af3d
|
Update changelog
|
13 hours ago |
Thomas Kaul
|
bb3ae9be1d
|
Extend accounts endpoint by accounts, assetClasses and tags filters
|
13 hours ago |
Thomas Kaul
|
f962f092a3
|
Update changelog
|
14 hours ago |
Thomas Kaul
|
0035d625ee
|
Extend accounts endpoint by accounts, assetClasses and tags filters
|
14 hours ago |
Thomas Kaul
|
954e02a439
|
Release 3.63.0 (#7743)
|
1 day 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
|
d236a5ca33
|
Task/improve loading state of symbol autocomplete component (#7739)
* Improve loading state
* 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 |
Thomas Kaul
|
85ff93075d
|
Task/extend personal finance tools (20260828) (#7737)
Extend personal finance tools
|
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
|
0f3f47810b
|
Task/extend personal finance tools (20260827) (#7733)
Extend personal finance tools
|
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
|
31561cc2ac
|
Task/upgrade @types/lodash to version 4.17.25 (#7725)
Update @types/lodash to version 4.17.25
|
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
|
3 days ago |
Thomas Kaul
|
13c893565f
|
Release 3.61.0 (#7726)
|
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
|
d2a20a6384
|
Task/upgrade bull-board to version 9.0.1 (#7724)
* Update bull-board to version 9.0.1
* 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
|
4 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
|
7227cbc1bd
|
Release 3.60.0 (#7712)
|
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
|
0b2bea001e
|
Release 3.59.1 (#7706)
|
6 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
|
85d095e401
|
Release 3.59.0 (#7704)
|
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
|
32056e7219
|
Release 3.58.0 (#7697)
|
1 week ago |
Thomas Kaul
|
fc4e695aa5
|
Task/extend features page with benchmarks (#7696)
Add benchmarks
|
1 week ago |