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
3 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
3 days ago
Thomas Kaul
def48c6adf
Bugfix/data gathering blocked by failed jobs ( #7720 )
* Fix data gathering blocked by failed jobs
* Update changelog
3 days ago
Thomas Kaul
b4e8a4090d
Task/simplify recent market data gathering ( #7714 )
* Simplify recent market data gathering
* Update changelog
3 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
3 days ago
Thomas Kaul
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
4 days ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
5 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
6 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
6 days ago
Thomas Kaul
c542997d27
Task/extract public portfolio endpoint logic to service ( #7699 )
Extract logic to service
6 days ago
Thomas Kaul
3d9352255d
Feature/extend holdings table of AI prompt with activities count ( #7700 )
* Extend holdings table with activities count
* Update changelog
6 days 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
6 days 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
7 days 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
7 days ago
Thomas Kaul
17e1a2b5fc
Task/remove deprecated permissions attribute from access ( #7639 )
* Remove deprecated permissions attribute from access
* Update changelog
1 week ago
Thomas Kaul
45a20d3ea3
Task/increase daily request limit of Ghostfolio data provider within setup period ( #7674 )
Increase daily request limit within setup period
1 week ago
Thomas Kaul
87cb77a8fd
Feature/merge asset profile into existing asset profile ( #7654 )
* Merge asset profile into existing asset profile
* Update changelog
1 week ago
Thomas Kaul
5fd9fb9c34
Task/add write scopes to access ( #7638 )
* Add write scopes to access
* Update changelog
1 week ago
Thomas Kaul
507e88cf9b
Task/improve performance of portfolio snapshot calculation ( #7656 )
* Improve performance of portfolio snapshot calculation
* Update changelog
1 week ago
Thomas Kaul
0e7576fc49
Task/re-enable BTCUSD buy and sell partially portfolio calculator test ( #7659 )
Re-enable test
1 week ago
Kenrick Tandrian
0512b8ee51
Task/upgrade typescript-eslint to version 8.67.0 ( #7647 )
Update typescript-eslint to version 8.67.0
2 weeks ago
Kenrick Tandrian
f93eb26fda
Task/upgrade ts-jest to version 29.4.12 ( #7648 )
* chore(deps-dev): bump ts-jest from 29.4.0 to 29.4.12
* fix(api): update Redis client type definition
* fix(api): reformat files
2 weeks ago
Kenrick Tandrian
39ba6b98e6
Task/improve type safety in auth and user services ( #7630 )
Improve type safety
2 weeks ago
Thomas Kaul
69d11b8e3d
Bugfix/internal server error on failed social login ( #7637 )
* Fix internal server error on failed social login by redirecting to login page
* Update changelog
2 weeks ago
Thomas Kaul
e5273cc91a
Bugfix/incorrect error log output when deleting activities ( #7629 )
* Fix incorrect error log output when deleting activities
* Update changelog
2 weeks ago
Thomas Kaul
e14793c698
Bugfix/dividend values in base currency ( #7633 )
* Fix missing currency conversion of dividends
* Update changelog
2 weeks ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
2 weeks ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
2 weeks ago
Thomas Kaul
92475c0b8b
Task/improve error log output of data provider and queue services ( #7622 )
* Improve error log output of data provider and queue services by omitting stack trace
* Update changelog
2 weeks ago
vicbentu
e684ba66a7
Bugfix/cash balance update related to activities in custom currency ( #7616 )
* Fix cash balance update related to activities in custom currency
* Update changelog
2 weeks ago
Thomas Kaul
2250281790
Bugfix/portfolio performance of closed position ( #7610 )
* Fix portfolio performance of closed position
* Update changelog
2 weeks ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
2 weeks ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
2 weeks 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 weeks ago
Thomas Kaul
7b74cf5cea
Fix rounding of value per account and platform ( #7594 )
Aggregate the value of accounts and platforms with Big.js, so that activities cancelling each other out result in exactly zero instead of a floating-point residue. Such a residue distorted the allocation per account in the holding detail dialog, e.g. -8.5277e-16 for a closed position and 1.0000000000000009 for the remaining one.
2 weeks ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
2 weeks ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
3 weeks ago
Thomas Kaul
9b58da04d4
Feature/add coverage rule to emergency fund section on X-ray page ( #7538 )
* Add emergency fund coverage rule
* Update changelog
3 weeks ago
Thomas Kaul
8a4d33bbe3
Task/resolve ISIN to symbol of data provider in activities import ( #7542 )
* Resolve ISIN to symbol of data provider
* Update changelog
3 weeks ago
Thomas Kaul
74211cd685
Task/improve check for duplicates in preview step of activities import ( #7541 )
* Improve check for duplicates
* Update changelog
3 weeks ago
Thomas Kaul
bb946de25c
Feature/warm up portfolio snapshot calculation during biometric authentication ( #7427 )
* Warm up portfolio snapshot calculation during biometric authentication
* Update changelog
3 weeks 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
3 weeks ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
3 weeks ago
Thomas Kaul
9c78bc29a4
Task/extract non-investment activity types constant ( #7535 )
Extract non-investment activity type
3 weeks ago
Thomas Kaul
b812bc7421
Task/guard system tags in admin control panel ( #7532 )
* Guard system tags against deletion and renaming
* Update changelog
3 weeks ago
Thomas Kaul
5bbdf52e19
Feature/add platform logo to account selector in create or update activity dialog ( #7524 )
* Add platform logo to account selector
* Update changelog
3 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
3 weeks ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
3 weeks 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
3 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
4 weeks ago