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
4 days 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
4 days ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
4 days 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
4 days ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
5 days ago
Thomas Kaul
7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit ( #7517 )
* Fix portfolio snapshot cache write and initialization retry limit
* Update changelog
5 days ago
Thomas Kaul
75e3d032ab
Feature/stock splits setup (part 2) ( #7523 )
Improve stock splits setup
5 days ago
Thomas Kaul
3eaba49f19
Task/improve handling of encoded data source in user settings ( #7521 )
Improve handling of encoded data source in user settings
5 days ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
6 days ago
Thomas Kaul
d08239f31f
Task/destructure query parameters in controllers ( #7495 )
Destructure query parameters in controllers
6 days ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
6 days ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
1 week ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
1 week ago
Thomas Kaul
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
1 week ago
Thomas Kaul
179be2f564
Task/add portfolio summary tests ( #7458 )
Add portfolio summary tests
1 week ago
Thomas Kaul
031b3b68c7
Bugfix/deletion of activities to respect activity type and date range filter ( #7492 )
* Respect activity type and date range filter
* Update changelog
1 week ago
Thomas Kaul
9b3f7eff5f
Task/improve search log output for unsupported queries ( #7480 )
* Improve search log output for unsupported queries
* Update changelog
1 week ago
Thomas Kaul
0a01d4234a
Bugfix/daily requests check in Ghostfolio data provider ( #7485 )
Fix daily requests check
1 week ago
Thomas Kaul
81e4abbfeb
Feature/add daily request limit ( #7487 )
Add daily request limit
1 week ago
Thomas Kaul
1770350516
Bugfix/static portfolio analysis rules for portfolio with no holdings ( #7466 )
* Fix static portfolio analysis rules for portfolio with no holdings
* Update changelog
1 week ago
Thomas Kaul
df2e96fc6f
Task/improve performance of property service by caching properties ( #7484 )
* Improve performance by caching properties in memory
* Update changelog
1 week ago
Thomas Kaul
52fa7c2240
Task/consolidate markets pages ( #7471 )
* Consolidate markets pages
* Update changelog
1 week ago
Thomas Kaul
b8f6037f8c
Bugfix/ignore future-dated account balances in portfolio calculation ( #7436 )
* Ignore future-dated account balances in the portfolio calculation
* Update changelog
1 week ago
Thomas Kaul
4506b9c8a7
Task/upgrade ai to version 7 ( #7432 )
* Update @openrouter/ai-sdk-provider and ai
* Update changelog
2 weeks ago
Thomas Kaul
f11c30160b
Bugfix/time in market of portfolio summary to be empty if no activity ( #7428 )
* Fix time in market if no activity
* Update changelog
2 weeks ago
Thomas Kaul
56bb984aa3
Task/exclude cash in base currency from portfolio performance calculation ( #7443 )
* Exclude cash in base currency from portfolio performance calculation
* Update changelog
2 weeks ago
Thomas Kaul
84467d7236
Task/handle delisted asset profiles in FMP service ( #7442 )
* Handle delisted asset profiles
* Update changelog
2 weeks ago
Thomas Kaul
13788f5060
Bugfix/resolve exception in user service for non-existent user ( #7435 )
* Resolve exception for non-existent user
* Update changelog
2 weeks ago
Thomas Kaul
5d1a2f5904
Task/refresh cryptocurrencies list (20260727) ( #7440 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
f4a133df4a
Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint ( #7429 )
* Deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance response
* Update changelog
2 weeks ago
Kenrick Tandrian
c197806e6b
Task/improve type safety in rule models ( #7422 )
* fix(api): make some env optional
* fix(api): resolve type errors in rules
2 weeks ago
Thomas Kaul
54814127a2
Task/rename portfolio calculator no orders test to no activities ( #7424 )
Rename test
2 weeks ago
Thomas Kaul
53adcf55aa
Task/rename EnhancedSymbolProfile to EnhancedAssetProfile ( #7423 )
Rename EnhancedSymbolProfile to EnhancedAssetProfile
2 weeks ago
Thomas Kaul
21e1c60e15
Feature/include cash in portfolio performance ( #7148 )
* Include cash in portfolio performance
* Update changelog
2 weeks ago
Kenrick Tandrian
7d338c2c67
Task/improve type safety across API services and controllers ( #7417 )
* fix(api): resolve subscription undefined type errors
* fix(api): resolve session metadata null type errors
* feat(api): add type declaration on promises
* fix(api): resolve price undefined type errors
* fix(api): resolve type errors in benchmark service
2 weeks ago
Kenrick Tandrian
10c01ec630
Task/improve type safety in access and account balance services ( #7416 )
* fix(common): update Access interface and type definitions
* fix(api): resolve type errors in access controller
* feat(api): default to user currency in account balance service
2 weeks ago
Thomas Kaul
b77f40a0ff
Bugfix/update account balance of activity without account ( #7402 )
* Fix update account balance of activity without account
* Update changelog
2 weeks ago
Thomas Kaul
8169b2c723
Task/recompute portfolio snapshot on portfolio change ( #7403 )
* Recompute portfolio snapshot on portfolio change
* Update changelog
2 weeks ago
Thomas Kaul
fab16d0979
Task/add stack trace logging for MaxListenersExceededWarning ( #7400 )
* Add stack trace logging for MaxListenersExceededWarning
* Update changelog
2 weeks ago
Thomas Kaul
ca8c4e6236
Bugfix/handle exception in holding detail endpoint for cash positions ( #7391 )
* Handle exception for cash positions
* Update changelog
2 weeks ago
Thomas Kaul
a20d394e0b
Bugfix/improve error handling in access endpoints ( #7392 )
* Improve error handling
* Update changelog
2 weeks ago
Thomas Kaul
72663fe40a
Task/refactor isAfter() with isFuture() and isPast() ( #7389 )
Refactor isAfter() with isFuture() and isPast()
3 weeks ago
Thomas Kaul
90a3fed652
Task/remove deprecated SymbolProfile from activity interface ( #7360 )
* Removed deprecated SymbolProfile from activity interface
* Update changelog
3 weeks ago
Thomas Kaul
d6295167e0
Bugfix/eliminate unresolved page title and range not satisfiable error ( #7387 )
* Eliminate unresolved page title and RangeNotSatisfiableError
* Update changelog
3 weeks ago
Thomas Kaul
faf01ae820
Feature/support migrating asset profile to MANUAL data source ( #7376 )
* Support migrating asset profile to MANUAL data source
* Update changelog
3 weeks ago
Thomas Kaul
20afbdc202
Task/restrict get symbol data endpoint to authenticated users ( #7372 )
* Restrict symbol data endpoint to authenticated users
* Update changelog
3 weeks ago
Thomas Kaul
82faa08412
Task/remove deprecated auth endpoint ( #7373 )
* Remove deprecated auth endpoint
* Update changelog
3 weeks ago
Kenrick Tandrian
11db199b94
Task/enforce noImplicitOverride TypeScript rule ( #7355 )
* feat(ts): enable no implicit override
* fix(api): resolve type errors
* fix(client): resolve type errors
* fix(ui): resolve type errors
* fix(common): resolve type errors
3 weeks ago
Thomas Kaul
37bd17d3c1
Task/simplify getHistorical() function response in data provider interface ( #7369 )
* Simplify getHistorical() function response
* Update changelog
3 weeks ago
Kenrick Tandrian
b888134056
Task/improve type safety in statistics gathering and tag services ( #7328 )
* feat(api): create interface for BetterStack update SLA response
* fix(api): resolve type errors
* fix(api): resolve type errors in tag service
3 weeks ago