Tree: b473c0f2e7

bugfix/market-price-fallback

bugfix/rounding-of-value-per-account-and-platform

bugfix/user-settings-and-calculations-in-impersonation-mode

bugfix/value-redaction-in-latest-activities-of-public-portfolio-page

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/simplified-mode-in-holdings-table-component

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

pr/6182

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

task/extend-personal-finance-tools-20260923

task/extend-personal-finance-tools-20260923-part-2

task/improve-mcp

task/rename-net-performance-percentages-to-performance-percentages

task/rename-symbol-metrics-to-holding-performance

task/simplify-recent-market-data-gathering

task/update-locales

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Commit Graph

646 Commits (b473c0f2e76aefd90c51152a62ef6a2fd66890ce)

Author	SHA1	Message	Date
Thomas Kaul	b86034108a	Feature/graceful shutdown (#8035) * Graceful shutdown of the server * Update changelog	2 weeks ago
Thomas Kaul	5dc53487d3	Bugfix/data gathering of manual activities (#7997) * Fix data gathering of manual activities * Update changelog	2 weeks ago
Thomas Kaul	ce68375f6f	Bugfix/positive performance from all time high in watchlist (#8012) * Fix positive performance from all time high * Update changelog	2 weeks ago
Thomas Kaul	2364489ee4	Feature/data source in MCP tools (#8019) * Extend tools with data source * Update changelog	2 weeks ago
Thomas Kaul	f62cce7e8d	Feature/add MCP tool to get performance (#7994) * Add MCP tool to get performance * 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	9134e7f2a8	Bugfix/fallback to latest market price in current rate service (#7948) * Fix fallback to latest market price in current rate service * Update changelog	3 weeks ago
Thomas Kaul	de65d9f06d	Task/refactor sorting of benchmarks without a name (#7922) Refactor sorting	4 weeks ago
Thomas Kaul	fa4b4cc8ba	Feature/add MCP tool to get watchlist (#7920) * Add MCP tool to get watchlist * Update changelog	4 weeks ago
Thomas Kaul	8529aea25e	Task/extend portfolio snapshot cache key by performance calculation type (#7913) * Extend portfolio snapshot cache key by performance calculation type * Update changelog	4 weeks ago
Thomas Kaul	e3e0199d36	Task/refactor params of getValues() in current rate service (#7829) Refactoring	1 month ago
Thomas Kaul	b7520735bd	Bugfix/market data storage in data provider service (#7814) * Fix storage of market data to store only newly fetched quotes * Update changelog	1 month ago
Thomas Kaul	662b68583e	Bugfix/immediate expiration of portfolio snapshot with errors (#7815) * Fix immediate expiration of portfolio snapshot with errors * Update changelog	1 month 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	4bc4c4c339	Task/harden validation of query parameters in endpoints with filters (#7809) * Harden validation of accounts, assetClasses, dataSource and tags in endpoints with filters * Update changelog	1 month ago
Thomas Kaul	c873404a4c	Bugfix/country mapping of Congo in FMP service (#7811) * Fix missing country mapping * Update changelog	1 month 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	f9cf373890	Bugfix/country mapping of Virgin Islands (British) in FMP service (#7776) * Fix the missing country mapping of Virgin Islands * Update changelog	2 months ago
Kenrick Tandrian	94aa4793fe	Task/improve type safety for unassigned variables in API (#7755) * fix(api): resolve type errors in src/app * fix(api): resolve type errors in src/services * fix(api): update log level type * fix(api): reformat files	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	21e78b3982	Bugfix/handling of indices in FMP service (#7738) * Improve handling of indices * Update changelog	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	4c9ba9af83	Task/improve language localization of asset classes in AI prompt (#7729) * Improve language localization of asset classes * 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
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	2 months ago
Thomas Kaul	def48c6adf	Bugfix/data gathering blocked by failed jobs (#7720) * Fix data gathering blocked by failed jobs * Update changelog	2 months ago
Thomas Kaul	b4e8a4090d	Task/simplify recent market data gathering (#7714) * Simplify recent market data gathering * Update changelog	2 months 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	2 months ago
Thomas Kaul	b75ebb2c1d	Bugfix/country mapping of Macau in FMP service (#7719) * Fix country mapping of Macau * Update changelog	2 months ago
Thomas Kaul	712a7a7e11	Bugfix/repeated historical market data gathering on weekends (#7710) * Fix repeated historical market data gathering on weekends * Update changelog	2 months ago
Thomas Kaul	ea4d66be54	Feature/setup MCP (#7703) * Setup MCP * Update changelog	2 months 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	2 months 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	2 months 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	2 months ago
Thomas Kaul	87cb77a8fd	Feature/merge asset profile into existing asset profile (#7654) * Merge asset profile into existing asset profile * 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	0a07db8261	Task/move currency removal from cryptocurrency names to general availability (#7650) * Move currency removal from cryptocurrency names to general availability * 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	4a65e44f5b	Task/restrict creation of tags to unique names in tags selector (#7635) * Restrict creation of tags to unique names * Update changelog	2 months 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	3ec7a55466	Bugfix/outdated exchange rates of indirect currency pairs (#7618) * Fix outdated exchange rates of indirect currency pairs * Update changelog	2 months 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 months 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 months 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 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	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 months ago
Thomas Kaul	e1eb127bce	Task/refactor impersonation mode into guard (#7597) * Refactor impersonation mode into guard * Update changelog	2 months ago
Thomas Kaul	fbd898b32d	Bugfix/user settings and calculations in impersonation mode (#7592) * Fix user settings and calculations in impersonation mode * Update changelog	2 months ago