Szymon Łągiewka
711f736b95
Task/split type and symbol imports w/ linter support
Ensure that types are always imported with `import type {}` and actual
symbols used by code have separate definitions.
This useful for style, as well as type stripping where type imports are
erased entirely and symbol imports need to be "clean" from types.
2 weeks ago
Thomas Kaul
e8f7c34a46
Task/deprecate symbol profile in create activity endpoint ( #8026 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
2 weeks ago
Antonio David González
71ac4126f0
Bugfix/missing thousands separator in ES ( #8053 )
* Fix missing thousands separator
* Update changelog
2 weeks ago
Thomas Kaul
047a2f705b
Feature/liveness probe ( #8037 )
* Setup liveness probe endpoint
* Update documentation
* Update changelog
2 weeks ago
Thomas Kaul
48a3fbf370
Bugfix/year in validation message of date ( #8028 )
Fix year in validation message of date
2 weeks ago
Thomas Kaul
9c1e014190
Task/select required symbol profile fields in activities ( #7998 )
* Select required symbol profile fields
* Remove symbol profile relation from activities
* Update changelog
2 weeks ago
Thomas Kaul
f987e4160e
Task/improve symbol validation of create asset profile DTO ( #8013 )
Improve symbol validation
2 weeks ago
Thomas Kaul
f260f1572e
Task/improve symbol validation of create and update order DTO ( #8005 )
Improve symbol validation
2 weeks ago
Thomas Kaul
acd14c6298
Task/improve label of cash positions ( #8007 )
* Improve label of cash positions
* Update changelog
2 weeks ago
Thomas Kaul
4d63d5f4d6
Task/update chart colors on theme change ( #7981 )
* Update chart colors on change of color scheme
* Update changelog
2 weeks ago
Thomas Kaul
f14d2ce2eb
Bugfix/redaction of symbol profile in activities ( #7977 )
* Fix redaction of symbol profile in activities
* Update changelog
2 weeks ago
Thomas Kaul
435aeeb1f7
Bugfix/light color scheme in chart helpers ( #7975 )
* Fix colors of charts if appearance is set to light and OS uses dark mode
* Update changelog
2 weeks ago
Szymon Łągiewka
f46f77f352
Task/migrate from lodash to lodash-es ( #7850 )
* Migrate from lodash to lodash-es
* Update changelog
2 weeks ago
Thomas Kaul
c13a0c18fb
Bugfix/redaction of values of ETF holdings ( #7973 )
* Fix redaction of values of ETF holdings
* Update changelog
2 weeks ago
Szymon Łągiewka
c1c73e145a
Task/migrate client to prisma-client generated code ( #7868 )
* Migrate client to prisma-client generated code
* Update changelog
2 weeks ago
Thomas Kaul
7b899489b8
Feature/add total column to tag management ( #7970 )
* Add total column (accountCount + activityCount)
* Update changelog
2 weeks ago
Thomas Kaul
7f7f99d1ea
Task/extend personal finance tools (20260924) ( #7944 )
Extend personal finance tools
3 weeks ago
Thomas Kaul
30208907a6
Feature/add dividend performance to analysis page ( #7924 )
* Add dividend performance
* Update changelog
3 weeks ago
Thomas Kaul
3cd7c1d093
Task/extend personal finance tools with last update date ( #7942 )
Extend with last update date
3 weeks ago
Thomas Kaul
c8a7e31f2b
Task/extend personal finance tools (20260923) part II ( #7941 )
Extend personal finance tools
3 weeks ago
Thomas Kaul
3c9cc2e531
Task/extend personal finance tools (20260923) ( #7940 )
Extend personal finance tools
3 weeks ago
Thomas Kaul
89da484bb7
Task/move percentage formulas of portfolio calculator to method class ( #7919 )
Move percentage formulas of portfolio calculator to method class
4 weeks ago
Thomas Kaul
74d564a2b2
Task/rename time weighted investment to average investment ( #7918 )
Rename time weighted investment to average investment
4 weeks ago
Thomas Kaul
afbb37aed7
Task/rename symbol metrics to holding performance ( #7912 )
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
4 weeks ago
Thomas Kaul
1e3b88add8
Task/localize default account name created during user registration ( #7888 )
* Localize default account name created during user registration
* Update changelog
4 weeks ago
Thomas Kaul
e7f57d6dc0
Feature/support country codes in entity logo component ( #7884 )
* Add support for country codes to entity logo component
* Update changelog
4 weeks ago
Thomas Kaul
f920ac4943
Bugfix/account balance hidden in time zones ahead of server ( #7800 )
* Fix missing account balance of current day for users in time zone ahead of instance
* Update changelog
4 weeks ago
Thomas Kaul
71db6efe07
Feature/add previous and next navigation to personal finance tools ( #7899 )
Add previous and next navigation
4 weeks ago
asyncAndChill
84165724e9
Task/update Turbobulls in personal finance tools ( #7851 )
Update Turbobulls
1 month ago
Thomas Kaul
ceaef13b70
Task/migrate watchlist to dedicated routes ( #7837 )
* Migrate create dialog to dedicated route
* Update changelog
1 month ago
Thomas Kaul
9a568d93e1
Task/migrate market data management to dedicated routes ( #7823 )
* Migrate market data management to dedicated routes
* Update changelog
1 month ago
Thomas Kaul
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
1 month ago
Thomas Kaul
94c2c6cd06
Task/migrate transfer cash balance dialog to dedicated route ( #7791 )
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
1 month ago
Thomas Kaul
b39a806f18
Task/extend personal finance tools (20260902) ( #7793 )
Extend personal finance tools
1 month ago
Thomas Kaul
2ce58d767d
Task/restrict restricted view and manage permission to MCP ( #7783 )
* Restrict restricted view and manage permission to MCP
* Update changelog
2 months ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
2 months ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
2 months ago
Thomas Kaul
a36b7f9ea4
Feature/extend MCP tool to get accounts by account id ( #7765 )
* Extend MCP tool to get accounts by account id
* Update changelog
2 months ago
Kenrick Tandrian
f89a9f28fb
Task/improve Angular template type safety in client ( #7762 )
* feat(client): resolve angular type errors
* feat(libs): resolve angular type errors
* feat(client): enable strict input access modifiers
* fix(client): set strict templates to false
* fix(client): resolve type errors
* feat(client): enable strict literal types
* feat(client): lock down other strict rules to prevent regression
* feat(client): enable strict null input types
2 months ago
Thomas Kaul
716697ec6a
Task/restrict support for filtering to public access for portfolio sharing ( #7753 )
* Restrict support for filtering to public access
* Update changelog
2 months ago
Thomas Kaul
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
2 months ago
Thomas Kaul
25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page ( #7747 )
* Fix value redaction
* Update changelog
2 months ago
Thomas Kaul
e2a6048d1d
Feature/add MCP tool to get activities ( #7742 )
* Add MCP tool to get activities
* Update changelog
2 months 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
2 months ago
Thomas Kaul
ee40119148
Task/add restricted view and manage permission to access ( #7740 )
* Add restricted view and manage permission to access
* Update changelog
2 months ago
Thomas Kaul
85ff93075d
Task/extend personal finance tools (20260828) ( #7737 )
Extend personal finance tools
2 months ago
Thomas Kaul
0f3f47810b
Task/extend personal finance tools (20260827) ( #7733 )
Extend personal finance tools
2 months 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 months ago
Thomas Kaul
1355098bdb
Task/improve web_fetch tool in fetch service ( #7730 )
* Improve web_fetch tool
* Update changelog
2 months ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
2 months ago