aaryamantriescode
7d5ba43314
fix(benchmarks): include start date in market data query for calendar year ranges
For calendar year date ranges (e.g. '2025'), getIntervalFromDateRange()
sets startDate to the last millisecond of the previous year
(2024-12-31T23:59:59.999) as an exclusive boundary. The portfolio
chart excludes this date via isBefore(), so the market data query
(built from chart dates) never fetches the baseline price for that
date. This causes the benchmark line to be missing from the chart.
Add resetHours(startDate) to the date.in array in the market data
query so the start date's market data is always fetched, regardless
of whether it appears in the portfolio chart. For named ranges where
the start date is already in the chart, this is a harmless duplicate.
Add unit tests covering calendar year and named date ranges.
2 weeks 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
5 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
5 days ago
Thomas Kaul
def48c6adf
Bugfix/data gathering blocked by failed jobs ( #7720 )
* Fix data gathering blocked by failed jobs
* Update changelog
5 days ago
Thomas Kaul
b4e8a4090d
Task/simplify recent market data gathering ( #7714 )
* Simplify recent market data gathering
* Update changelog
5 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
5 days ago
Thomas Kaul
b75ebb2c1d
Bugfix/country mapping of Macau in FMP service ( #7719 )
* Fix country mapping of Macau
* 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
6 days ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
7 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
1 week 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
1 week 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
a55b9f212b
Bugfix/missing close price in historical market data ( #7694 )
* Fix missing close price in historical market data of Yahoo Finance service
* Discard market prices carried forward beyond the data of the data provider
* Update changelog
1 week 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
1 week 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
1 week 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
Kenrick Tandrian
34513a5ad0
Task/migrate away from deprecated node10 module resolution ( #7665 )
* feat(api): migrate tsconfig module to preserve
* fix(api): update yahoo-finance2 ESM imports
* feat(api): update yahoo-finance2 type import
1 week ago
Thomas Kaul
87cb77a8fd
Feature/merge asset profile into existing asset profile ( #7654 )
* Merge asset profile into existing asset profile
* Update changelog
2 weeks ago
Thomas Kaul
5fd9fb9c34
Task/add write scopes to access ( #7638 )
* Add write scopes to access
* Update changelog
2 weeks ago
Thomas Kaul
507e88cf9b
Task/improve performance of portfolio snapshot calculation ( #7656 )
* Improve performance of portfolio snapshot calculation
* Update changelog
2 weeks ago
Kenrick Tandrian
d83d9cac59
Task/upgrade Angular to version 22.1.1 ( #7663 )
* chore(deps): bump angular from v21 to v22
* fix(client): simplify date adapter injection
* fix(api): suppress API deprecation warnings in tsconfig
* feat(docs): update changelog
* fix(client): migrate custom date adapter to inject function
* fix(ui): migrate eslint configuration to native flat config format
* feat(docs): update changelog
* fix(ui): reorder typescript-eslint plugin import
* chore(deps): bump angular from 22.1.1 to 22.1.2
* chore(deps): bump babel packages
2 weeks ago
Thomas Kaul
0e7576fc49
Task/re-enable BTCUSD buy and sell partially portfolio calculator test ( #7659 )
Re-enable test
2 weeks 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
Thomas Kaul
0a07db8261
Task/move currency removal from cryptocurrency names to general availability ( #7650 )
* Move currency removal from cryptocurrency names to general availability
* Update changelog
2 weeks ago
Thomas Kaul
8292699afb
Bugfix/add missing country mapping for Macau in Trackinsight data enhancer ( #7651 )
* Add missing country mapping for Macau
* Update changelog
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
4a65e44f5b
Task/restrict creation of tags to unique names in tags selector ( #7635 )
* Restrict creation of tags to unique names
* 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
3ec7a55466
Bugfix/outdated exchange rates of indirect currency pairs ( #7618 )
* Fix outdated exchange rates of indirect currency pairs
* 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
Thomas Kaul
579943f659
Bugfix/add missing country mapping for Macau in Yahoo Finance data enhancer ( #7620 )
* Add missing mapping for Macau
* Update changelog
2 weeks ago
Thomas Kaul
4ec3dc3472
Bugfix/add missing country mapping for Czech Republic in FMP service ( #7619 )
* Add missing country mapping for Czech Republic
* 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
b764faff9e
Bugfix/add missing country mapping for Czech Republic and Turkey ( #7611 )
* Add missing country mapping for Czech Republic and Turkey
* Update changelog
2 weeks ago
Thomas Kaul
f474f319bf
Bugfix/resolve error when fetching dividends from Yahoo Finance for date ranges without events ( #7612 )
* Resolve error when fetching dividends for date ranges without events
* Update changelog
2 weeks ago
Thomas Kaul
c9a45e9f53
Task/refresh cryptocurrencies list (20260813) ( #7613 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
3 weeks ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
3 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
3 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.
3 weeks ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
3 weeks ago