Varun Jain
db95a457c0
Fix activity import duplicate detection missing real duplicates
Treat an omitted comment the same as an explicit null, and match
holdings by SymbolProfile.isin in addition to dataSource/symbol so a
security imported by ISIN is recognized as a duplicate of the same
security re-imported by its ticker symbol.
Closes #6057
4 weeks ago
Thomas Kaul
a64f7144fe
Release 3.39.0 ( #7503 )
4 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
4 weeks ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
4 weeks ago
Thomas Kaul
5092316609
Bugfix/scroll behavior of page content behind open dialog ( #7500 )
* Fix scroll behavior of page content behind open dialog
* Update changelog
4 weeks ago
Thomas Kaul
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
4 weeks ago
Thomas Kaul
caa9bef697
Task/upgrade prisma to version 7.9.1 ( #7498 )
* Update prisma to version 7.9.1
* Update changelog
4 weeks ago
Thomas Kaul
c383eade6f
Task/improve language localization for DE (20260801) ( #7497 )
* Update translations
* Update changelog
4 weeks ago
Thomas Kaul
94c3086293
Release 3.38.0 ( #7494 )
4 weeks ago
Thomas Kaul
031b3b68c7
Bugfix/deletion of activities to respect activity type and date range filter ( #7492 )
* Respect activity type and date range filter
* Update changelog
4 weeks ago
Thomas Kaul
9b3f7eff5f
Task/improve search log output for unsupported queries ( #7480 )
* Improve search log output for unsupported queries
* Update changelog
1 month ago
Thomas Kaul
eb62190c74
Task/add activity count to delete menu item and confirmation dialog of activities table component ( #7489 )
* Add activity count to delete menu and confirmation dialog
* Update changelog
1 month ago
Thomas Kaul
bf923f1afe
Task/improve style of tabs in various dialogs on mobile ( #7481 )
* Improve tabs style
* Update changelog
1 month ago
Thomas Kaul
1770350516
Bugfix/static portfolio analysis rules for portfolio with no holdings ( #7466 )
* Fix static portfolio analysis rules for portfolio with no holdings
* Update changelog
1 month ago
Thomas Kaul
df2e96fc6f
Task/improve performance of property service by caching properties ( #7484 )
* Improve performance by caching properties in memory
* Update changelog
1 month ago
Thomas Kaul
5aaa1f13c4
Task/improve styling of type filter in activities table component ( #7482 )
* Improve styling
* Update changelog
1 month ago
Thomas Kaul
543818c358
Task/improve style of empty state in Fear & Greed Index component ( #7486 )
* Improve style of empty state
* Update changelog
1 month ago
Thomas Kaul
0e76040edc
Task/improve language localization for DE (20260731) ( #7479 )
* Add translations
* Update changelog
1 month ago
Thomas Kaul
281d7add0c
Release 3.37.0 ( #7477 )
1 month ago
Thomas Kaul
52fa7c2240
Task/consolidate markets pages ( #7471 )
* Consolidate markets pages
* Update changelog
1 month ago
CoderVJain
8c2696ee4a
Task/improve language localization for UK (20260730) ( #7474 )
* Update translations
* Update changelog
1 month ago
santichausis
6697b8f1cb
Task/improve language localization for Spanish (ES) ( #7456 )
* Update translations
* Update changelog
1 month ago
Thomas Kaul
6318c064af
Task/refactor line charts to share chart configuration ( #7438 )
* Refactor line chart components to share common chart configuration
* Update changelog
1 month 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
1 month ago
Thomas Kaul
17f0fe87b1
Task/move tags to overview tab of account and holding detail dialogs ( #7465 )
* Move tags to overview tab
* Update changelog
1 month ago
Thomas Kaul
79c73315f7
Release 3.36.0 ( #7464 )
1 month ago
Thomas Kaul
19fe447655
Feature/add tags to account detail dialog ( #7460 )
* Add tags (read-only)
* Update changelog
1 month ago
Thomas Kaul
7635bea138
Bugfix/fix tags in readonly mode of tags selector component ( #7461 )
* Fix tags in read-only mode
* Update changelog
1 month ago
Thomas Kaul
f336247e8b
Task/add overview tab to account detail dialog ( #7462 )
* Add overview tab
* Update changelog
1 month ago
Thomas Kaul
65c2575bd7
Task/improve language localization for DE (20260729) ( #7457 )
* Update translations
* Update changelog
1 month ago
Thomas Kaul
f1f1f2ca27
Task/improve portfolio summary ( #7453 )
* Improve portfolio summary
* Update changelog
1 month ago
Thomas Kaul
9ec4866873
Bugfix/delete button in activities filter component ( #7451 )
* Fix delete button
* Update changelog
1 month ago
Thomas Kaul
4506b9c8a7
Task/upgrade ai to version 7 ( #7432 )
* Update @openrouter/ai-sdk-provider and ai
* Update changelog
1 month ago
Thomas Kaul
f11c30160b
Bugfix/time in market of portfolio summary to be empty if no activity ( #7428 )
* Fix time in market if no activity
* Update changelog
1 month ago
Thomas Kaul
5c49b9d240
Release 3.35.0 ( #7446 )
1 month ago
Thomas Kaul
56bb984aa3
Task/exclude cash in base currency from portfolio performance calculation ( #7443 )
* Exclude cash in base currency from portfolio performance calculation
* Update changelog
1 month ago
Thomas Kaul
84467d7236
Task/handle delisted asset profiles in FMP service ( #7442 )
* Handle delisted asset profiles
* Update changelog
1 month ago
Thomas Kaul
13788f5060
Bugfix/resolve exception in user service for non-existent user ( #7435 )
* Resolve exception for non-existent user
* Update changelog
1 month ago
Thomas Kaul
a37dabf479
Task/add loading indicator to access table ( #7437 )
* Add loading indicator
* Update changelog
1 month ago
Thomas Kaul
5d1a2f5904
Task/refresh cryptocurrencies list (20260727) ( #7440 )
* Update cryptocurrencies.json
* Update changelog
1 month ago
Thomas Kaul
ce35588e58
Task/upgrade prettier to version 3.9.6 ( #7430 )
* Update prettier to version 3.9.6
* Update changelog
1 month ago
Thomas Kaul
f4a133df4a
Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint ( #7429 )
* Deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance response
* Update changelog
1 month ago
Thomas Kaul
e58a694c77
Release 3.34.0 ( #7426 )
1 month ago
Thomas Kaul
2c8337bbee
Task/improve user experience of users table in admin control panel ( #7425 )
* Improve user experience of users table in admin control panel
* Update changelog
1 month ago
Thomas Kaul
645e151eb2
Task/move support for tags in account to general availability ( #7415 )
* Move support for tags in account from experimental to general availability
* Update changelog
1 month ago
Thomas Kaul
edf26288b7
Task/rename no transactions info component to no activities info component ( #7421 )
* Rename no transactions info component to no activities info component
* Update changelog
1 month ago
Thomas Kaul
50dfce902e
Task/upgrade dotenv dependencies (20260725) ( #7419 )
* Update dotenv and dotenv-expand
* Update changelog
1 month ago
Thomas Kaul
c90142fae9
Bugfix/links to open create activity dialog ( #7418 )
* Fix links to open create activity dialog
* Update changelog
1 month ago
Thomas Kaul
21e1c60e15
Feature/include cash in portfolio performance ( #7148 )
* Include cash in portfolio performance
* Update changelog
1 month ago
Thomas Kaul
17b68c7f83
Task/upgrade countup.js to version 2.10.1 ( #7412 )
* Update countup.js to version 2.10.1
* Update changelog
1 month ago