Thomas Kaul
2254f7989c
Bugfix/content security policy for Ghostfolio data provider ( #8082 )
* Fix content security policy for Ghostfolio data provider
* Update changelog
1 day ago
Thomas Kaul
e8f7c34a46
Task/deprecate symbol profile in create activity endpoint ( #8026 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
3 days ago
Thomas Kaul
6224a0fd01
Feature/security headers ( #8041 )
* Expose ENABLE_FEATURE_SECURITY_HEADERS
* Update changelog
3 days ago
Thomas Kaul
8e86a4d2b1
Task/refactor transform data source in request interceptor ( #8020 )
Refactoring
5 days 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
5 days ago
Thomas Kaul
5dc53487d3
Bugfix/data gathering of manual activities ( #7997 )
* Fix data gathering of manual activities
* Update changelog
5 days ago
Thomas Kaul
2364489ee4
Feature/data source in MCP tools ( #8019 )
* Extend tools with data source
* Update changelog
6 days ago
Thomas Kaul
f14d2ce2eb
Bugfix/redaction of symbol profile in activities ( #7977 )
* Fix redaction of symbol profile in activities
* Update changelog
1 week ago
Szymon Łągiewka
f46f77f352
Task/migrate from lodash to lodash-es ( #7850 )
* Migrate from lodash to lodash-es
* Update changelog
1 week ago
Thomas Kaul
c13a0c18fb
Bugfix/redaction of values of ETF holdings ( #7973 )
* Fix redaction of values of ETF holdings
* Update changelog
1 week ago
Thomas Kaul
0fc152cc5a
Task/filter MCP tools by scopes of access ( #7935 )
* Update @rekog/mcp-nest to version 2.0.7
* Filter MCP tools by scopes of access
* Update changelog
2 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
3 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
3 weeks ago
Thomas Kaul
932f3e18dd
Task/improve MCP (part 2) ( #7789 )
* Move the logic of the tools to the McpService
* Move the tables of the portfolio to the PortfolioTableService
* Render the tables from one column definition with a value function
1 month ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
1 month ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
1 month ago
Thomas Kaul
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
1 month 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
1 month ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
2 months ago
Thomas Kaul
5fd9fb9c34
Task/add write scopes to access ( #7638 )
* Add write scopes to access
* Update changelog
2 months 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 months 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 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
7754864419
Bugfix/handle unknown country names in data enhancer for asset profile data ( #7574 )
* Handle unknown country names
* 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
b8f6037f8c
Bugfix/ignore future-dated account balances in portfolio calculation ( #7436 )
* Ignore future-dated account balances in the portfolio calculation
* Update changelog
2 months ago
Thomas Kaul
d207d7a753
Feature/add rate limiting to authentication and sign up endpoints ( #7263 )
* Add rate limiting to authentication and sign up endpoints
* Update changelog
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
830c1e2295
Task/improve data source encoding ( #7138 )
Improve data source encoding
3 months ago
Thomas Kaul
1efb5d241c
Task/mask Ghostfolio data source ( #7139 )
* Mask Ghostfolio data source
3 months ago
Thomas Kaul
3c68ce286c
Task/improve country mapping for data providers ( #7137 )
* Improve country mapping
* Update changelog
4 months ago
Thomas Kaul
3a4b0ce304
Task/harmonize sector names accross data providers ( #6994 )
* Harmonize sector names
* Update changelog
4 months ago
Thomas Kaul
bf7409ec20
Task/refactor country code logic in data provider services ( #6993 )
Refactor country code logic
4 months ago
Thomas Kaul
8e47e198fa
Task/remove deprecated committed funds from summary of portfolio details ( #6442 )
* Remove deprecated committedFunds
* Update changelog
7 months ago
Thomas Kaul
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
* Include currency effects in investment value of portfolio summary
* Update changelog
8 months ago
Thomas Kaul
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
8 months ago
Thomas Kaul
0034ed0adf
Feature/introduce fast-redact in value redaction interceptor ( #6269 )
* Introduce fast-redact
* Update changelog
---------
Co-authored-by: Valentin Zickner <valentin@coderworks.de>
8 months ago
Thomas Kaul
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
* Fix jsonpath import
* Update changelog
9 months ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
12 months ago
Thomas Kaul
28f28e737f
Task/refactor imports of built-in Node.js core modules ( #5513 )
* Prefix crypto imports
* Prefix fs imports
* Prefix path imports
* Update changelog
1 year ago
Thomas Kaul
a0f377e8eb
Feature/refactor ordersCount to activityCount ( #4688 )
* Refactor ordersCount to activityCount
1 year ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
2 years ago
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
* Setup API keys for Ghostfolio data provider
2 years ago
dw-0
d4c5d58781
Feature/Switch prefer-optional-chain eslint rule from warn to error ( #3983 )
* Switch prefer-optional-chain eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
feb3de768a
Feature/add unit test for redact attributes of object helper ( #3846 )
* Add unit test for redactAttributes()
2 years ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
* Improve color assignment
* Update changelog
2 years ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
3 years ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
3 years ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
3 years ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
3 years ago