Thomas Kaul
72f11a8c82
Task/improve watchlist performance by removing market price index of market data database table ( #7907 )
* Improve watchlist performance
* Update changelog
1 week ago
Robert Tidball
acf5f19b6e
Feature/add FXMacroData data provider for exchange rates
Every multi-currency portfolio needs exchange rates, and the provider
supplying them is configurable through DATA_SOURCE_EXCHANGE_RATES. This adds
an option backed by official reference rates published by central banks and
statistical authorities rather than scraped from a market data site.
The provider handles currency pairs only, so any other symbol is left to the
other providers. The covered currencies are discovered from the API rather
than hardcoded: a pair is available whenever both of its currencies are
covered, because the API stores each pair in one direction only and derives
the inverse or the cross itself. That means the provider asks for the
direction it wants instead of inverting a rate locally, and search can offer
a cross the API derives but does not store.
A rate is documented as anyOf[number, null], so a missing figure is skipped
rather than recorded as a zero market price, and one unavailable pair does
not lose the quotes of the others. Historical ranges are walked page by page
because the endpoint caps a page at 100 rows.
The API key is read from API_KEY_FXMACRODATA and sent as a header, so it is
not written to request logs or a proxy's access log.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
3 weeks ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
1 month ago
Thomas Kaul
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
1 month ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
1 month 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 month ago
Thomas Kaul
17e1a2b5fc
Task/remove deprecated permissions attribute from access ( #7639 )
* Remove deprecated permissions attribute from access
* Update changelog
1 month ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
2 months ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
2 months ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
2 months ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
2 months ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
2 months ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
2 months ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
2 months ago
Thomas Kaul
9b590efa87
Task/rename SymbolProfileOverrides to AssetProfileOverrides ( #7271 )
* Rename SymbolProfileOverrides to AssetProfileOverrides
* Update changelog
3 months ago
Thomas Kaul
9d98799b47
Task/reorder updatedAt field in symbol profile data model ( #7270 )
Reorder updatedAt
3 months ago
Thomas Kaul
79e382a8f7
Feature/add tags support in accounts ( #7242 )
* Add tags support in accounts
* Update changelog
3 months ago
Thomas Kaul
7d779d8461
Feature/add data gathering frequency to symbol profile ( #7083 )
* Add data gathering frequency to symbol profile and gather hourly
* Update changelog
3 months ago
Thomas Kaul
8e3778cc66
Task/improve Stripe checkout session verification ( #6872 )
* Improve verification of stripeCheckoutSessionId
* Update changelog
4 months ago
Thomas Kaul
65941eb62e
Release 3.0.0 ( #6768 )
* Feature/migrate from Angular Material design 2 to 3 (#6163 )
* Migrate from M2 to M3
* Update changelog
---------
Co-authored-by: Kenrick Tandrian <60643640+KenTandrian@users.noreply.github.com>
* Task/upgrade to prisma 7 (#6027 )
* Upgrade Prisma to version 7.3.0
* Update changelog
* Feature/restore badge style ("filter indicator") in assistant menu button of header (#6253 )
* feat(styles): add badge overrides
* fix(styles): make the parent display inline-flex
* feat(ui): update styles
* Task/cleanup m3-theme.scss (#6252 )
* feat(styles): cleanup m3-theme.scss
* Task/decrease horizontal padding of buttons (#6679 )
Decrease horizontal padding of buttons
* Task/decrease border radius of dialogs (#6680 )
Decrease border radius of dialogs
* Task/upgrade prisma to version 7.7.0 (#6749 )
* Upgrade prisma to version 7.7.0
* Update changelog
* Bugfix/prisma client initialization in admin service (#6764 )
* Fix prisma client initialization
* Feature/add blog post: Ghostfolio 3 (#6678 )
* Add blog post: Ghostfolio 3
* Update changelog
* Task/move extended values on analysis page from experimental to general availability (#6766 )
* Move extended values to general availability
* Update changelog
* Release 3.0.0
---------
Co-authored-by: Kenrick Tandrian <60643640+KenTandrian@users.noreply.github.com>
5 months ago
Thomas Kaul
fb6b09b211
Feature/add loan as asset sub class ( #6708 )
* Add loan as asset sub class
* Update changelog
6 months ago
Raphaël TISON
c311d835fa
Feature/add type filter to activities table component ( #6622 )
* Add type filter
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Germán Martín
4cd16c33f8
Feature/OIDC authentication ( #5981 )
* Set up OIDC authentication
* Update changelog
10 months ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
1 year ago
Thomas Kaul
28bdcc63d8
Feature/add settings to Access model ( #5573 )
* Add settings
* Update changelog
1 year ago
Thomas Kaul
40f5c93f43
Feature/set up asset profile resolution database table ( #5533 )
* Set up asset profile resolution database table
1 year ago
Thomas Kaul
a0b00ff26c
Feature/rename AccessGive to accessesGive in User database schema ( #5132 )
* Rename AccessGive to accessesGive in User database schema
* Update changelog
1 year ago
Thomas Kaul
6940700a1b
Feature/extend asset sub classes by collectible ( #5126 )
* Extend asset sub classes by collectible
* Update changelog
1 year ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
1 year ago
Thomas Kaul
9c37bca43a
Feature/rename Access to accessesGet in User database schema ( #5094 )
* Rename Access to accessesGet in User database schema
* Update changelog
1 year ago
Thomas Kaul
da674f9cfb
Feature/rename Authdevice to authdevices in User database schema ( #5084 )
* Rename AuthDevice to authDevices in User database schema
* Update changelog
1 year ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
1 year ago
Thomas Kaul
77d3121f0d
Feature/rename Account to account in AccountBalance database schema ( #5049 )
* Rename Account to account in AccountBalance database schema
* Update changelog
1 year ago
Thomas Kaul
5dfe9b54fe
Feature/rename Analytics to analytics in User database schema ( #5032 )
* Rename Analytics to analytics in User database schema
1 year ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
* Rename Platform to platform in Account database schema
* Update changelog
1 year ago
Thomas Kaul
d5d74eb4db
Feature/rename GranteeUser to granteeUser in Access database schema ( #4979 )
* Rename GranteeUser to granteeUser in Access database schema
* Update changelog
1 year ago
Thomas Kaul
20070d76bc
Feature/rename User to user in database schema ( #4899 )
* Rename User to user in database schema
* Update changelog
1 year ago
Thomas Kaul
0f537adf3e
Feature/rename ApiKey to apiKeys in User database schema ( #4890 )
* Rename ApiKey to apiKeys in User database schema
* Update changelog
1 year ago
Thomas Kaul
25a755d1bf
Feature/rename Account to accounts in User database schema ( #4859 )
* Rename Account to accounts
* Update changelog
1 year ago
Thomas Kaul
e38ce2852c
Feature/rename Tag to tags in User database schema ( #4846 )
* Rename Tag to tags
* Update changelog
1 year ago
Thomas Kaul
9e74eec04d
Feature/rename orders to activities in Tag database schema ( #4783 )
* Rename orders to activities in Tag database schema
* Update changelog
1 year ago
Thomas Kaul
037d3b1a60
Feature/rename Order to activities in User database schema ( #4669 )
* Rename Order to activities in User database schema
* Update changelog
1 year ago
Thomas Kaul
67db1b0de4
Feature/rename Order to activities in SymbolProfile database schema ( #4661 )
* Rename Order to activities
* Update changelog
1 year ago
Thomas Kaul
d661cdc78f
Feature/rename account to accounts in platform database schema ( #4656 )
* Rename Account to accounts in platform database schema
* Update changelog
1 year ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
* Rename Order to activities
* Update changelog
1 year ago
Thomas Kaul
e67ccea673
Feature/rename User to user in subscription database schema ( #4576 )
* Rename User to user
* Update changelog
1 year ago
Thomas Kaul
3091c3f080
Feature/rename Subscription to subscriptions in user database schema ( #4575 )
* Rename Subscription to subscriptions
* Update changelog
1 year ago
Thomas Kaul
1b45ce8619
Feature/add watchlist to user database schema ( #4560 )
* Add watchlist to user database schema
* Update changelog
1 year ago
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
* Add isActive to SymbolProfile model
* Update changelog
2 years ago
Thomas Kaul
8f165d46e0
Feature/add cusip to asset profile model ( #4347 )
* Add CUSIP
* Update changelog
2 years ago