Thomas Kaul
|
98cea58da8
|
Bugfix/wrapping of name column in accounts table (#7951)
* Fix wrapping of name column
* Update changelog
|
1 day ago |
Thomas Kaul
|
3cd7c1d093
|
Task/extend personal finance tools with last update date (#7942)
Extend with last update date
|
2 days ago |
Thomas Kaul
|
c8a7e31f2b
|
Task/extend personal finance tools (20260923) part II (#7941)
Extend personal finance tools
|
2 days ago |
Thomas Kaul
|
3c9cc2e531
|
Task/extend personal finance tools (20260923) (#7940)
Extend personal finance tools
|
4 days ago |
Thomas Kaul
|
89da484bb7
|
Task/move percentage formulas of portfolio calculator to method class (#7919)
Move percentage formulas of portfolio calculator to method class
|
1 week ago |
Thomas Kaul
|
74d564a2b2
|
Task/rename time weighted investment to average investment (#7918)
Rename time weighted investment to average investment
|
1 week ago |
Thomas Kaul
|
afbb37aed7
|
Task/rename symbol metrics to holding performance (#7912)
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
|
1 week ago |
Thomas Kaul
|
1e3b88add8
|
Task/localize default account name created during user registration (#7888)
* Localize default account name created during user registration
* Update changelog
|
1 week ago |
Thomas Kaul
|
e7f57d6dc0
|
Feature/support country codes in entity logo component (#7884)
* Add support for country codes to entity logo component
* Update changelog
|
1 week 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
|
1 week ago |
Thomas Kaul
|
71db6efe07
|
Feature/add previous and next navigation to personal finance tools (#7899)
Add previous and next navigation
|
1 week ago |
Thomas Kaul
|
d27e4de418
|
Task/improve simplified mode in holdings table (#7875)
* Improve simplified mode
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
0e1b77bcf7
|
Feature/add holdings to overview (#7861)
* Add holdings
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
9884fa0be2
|
Task/improve no activities info component (#7857)
* Various improvements
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
483b55cde9
|
Task/improve style of dense selectors (#7856)
* Improve style of dense selectors
* Update changelog
|
3 weeks ago |
asyncAndChill
|
84165724e9
|
Task/update Turbobulls in personal finance tools (#7851)
Update Turbobulls
|
3 weeks ago |
Thomas Kaul
|
0c2ebee8ac
|
Bugfix/opening asset profile from watchlist (#7846)
* Fix issue when opening asset profile
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
ceaef13b70
|
Task/migrate watchlist to dedicated routes (#7837)
* Migrate create dialog to dedicated route
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
f7c0a1b9fd
|
Task/include closed holdings by default in holdings endpoint (#7843)
* Return active and closed holdings in holdings endpoint
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
9a568d93e1
|
Task/migrate market data management to dedicated routes (#7823)
* Migrate market data management to dedicated routes
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
7a6f54ab3b
|
Feature/simplified mode in holdings table component (#7830)
* Add simplified mode to holdings table component
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
0a6fea9fcf
|
Task/improve handling of excluded holdings (#7828)
* Improve handling of excluded holdings
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
3d9018a6a7
|
Task/improve data provider credits component (#7826)
Improve data provider credits
|
3 weeks ago |
Thomas Kaul
|
f604a9e906
|
Task/limit length in various endpoints (#7810)
* Limit length for comment, search query and symbol
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
94c2c6cd06
|
Task/migrate transfer cash balance dialog to dedicated route (#7791)
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
|
4 weeks ago |
Thomas Kaul
|
b39a806f18
|
Task/extend personal finance tools (20260902) (#7793)
Extend personal finance tools
|
4 weeks ago |
Thomas Kaul
|
2ce58d767d
|
Task/restrict restricted view and manage permission to MCP (#7783)
* Restrict restricted view and manage permission to MCP
* Update changelog
|
4 weeks ago |
Thomas Kaul
|
fc083fb0cd
|
Bugfix/loading state of holdings table on portfolio holdings page (#7788)
* Fix loading state of holdings table
* Update changelog
|
4 weeks ago |
Thomas Kaul
|
c5139e9ab3
|
Bugfix/loading state of accounts table on accounts page (#7787)
* Fix loading state of accounts table
* Update changelog
|
4 weeks ago |
Lyndros
|
0910d6d209
|
Task/refactor double ternary in portfolio proportion chart (#7785)
Refactoring
|
4 weeks ago |
Thomas Kaul
|
26d45a4fe2
|
Feature/add MCP tool to import activities (#7766)
* Add MCP tool to import activities
* Update changelog
|
4 weeks ago |
Thomas Kaul
|
82b243f9ed
|
Bugfix/handling of cash positions (#7660)
* Fix handling of cash positions
* Update changelog
|
4 weeks 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
|
4 weeks ago |
Kenrick Tandrian
|
fd1908f9a0
|
Task/improve Angular template type safety in client (#7763)
* feat(client): resolve type errors
* feat(client): enable strict safe navigation types
* feat(client): resolve type errors
* feat(ui): resolve type errors
* feat(client): default to default locale
|
4 weeks 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
|
4 weeks 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
|
4 weeks ago |
Thomas Kaul
|
1a448d4c08
|
Bugfix/redaction of asset profile in restricted views (#7749)
Fix redaction of asset profile in restricted views
|
4 weeks ago |
Thomas Kaul
|
25cacf95bb
|
Bugfix/value redaction in latest activities of public portfolio page (#7747)
* Fix value redaction
* Update changelog
|
1 month ago |
Thomas Kaul
|
e2a6048d1d
|
Feature/add MCP tool to get activities (#7742)
* Add MCP tool to get activities
* Update changelog
|
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
|
ee40119148
|
Task/add restricted view and manage permission to access (#7740)
* Add restricted view and manage permission to access
* Update changelog
|
1 month ago |
Thomas Kaul
|
d236a5ca33
|
Task/improve loading state of symbol autocomplete component (#7739)
* Improve loading state
* Update changelog
|
1 month ago |
Thomas Kaul
|
85ff93075d
|
Task/extend personal finance tools (20260828) (#7737)
Extend personal finance tools
|
1 month ago |
Thomas Kaul
|
fd78f0816e
|
Task/improve language localization of asset classes and asset sub classes (#7736)
* Consolidate duplicated translations
* Update changelog
|
1 month ago |
Thomas Kaul
|
0f3f47810b
|
Task/extend personal finance tools (20260827) (#7733)
Extend personal finance tools
|
1 month 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
|
1 month ago |
Thomas Kaul
|
1355098bdb
|
Task/improve web_fetch tool in fetch service (#7730)
* Improve web_fetch tool
* Update changelog
|
1 month ago |
Thomas Kaul
|
b99e8a0c12
|
Task/add expiration date to access (#7709)
* Add expiration date to access
* Update changelog
|
1 month 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
|
1 month ago |
Thomas Kaul
|
def48c6adf
|
Bugfix/data gathering blocked by failed jobs (#7720)
* Fix data gathering blocked by failed jobs
* Update changelog
|
1 month ago |