Max P
047b23f2a9
fix(ai): add natural language responses for greetings and casual queries
Replace robotic system prompts with conversational responses for:
- Greetings (hi, hello, hey, etc.) - returns friendly varied responses
- Acknowledgments (thanks, ok, great) - returns polite follow-ups
- Default queries - 3 varied helpful options instead of canned text
Keeps specialized responses for identity/usage/capability queries.
Updated tests to check for conversational patterns instead of
specific robotic phrases.
Fixes issue where casual queries like "hi" would return
"I am Ghostfolio AI. I can help with..." style responses.
1 month ago
Max P
2e3037a480
fix(ai): support simple interactions and secure money query routing
1 month ago
Max P
aa35ca2783
fix(ai): route portfolio-value queries to portfolio analysis
1 month ago
Max P
fd4c8b2921
fix(ai-chat): hide memory line and enforce richer recommendation replies
1 month ago
Max P
3b602e41cc
feat(ui): hide ai diagnostics behind info popover
1 month ago
Max P
bdf1a67478
feat(ai): add recommendation-mode prompting for action intents
1 month ago
Max P
5dc6d31921
fix(ai): add actionable fallback for diversify prompts
1 month ago
Max P
80641993b8
feat(ai): persist user preferences across chat sessions
1 month ago
Max P
b5dbfd6081
fix(ai): wrap provider calls in langchain and restore arithmetic direct replies
1 month ago
Max P
0a1062e49b
feat(ai): trace provider llm invocations in langsmith
1 month ago
Max P
325d9e497c
feat(ai): persist chat panel state and improve no-tool direct prompts
1 month ago
Max P
d589bd55d9
feat(ai): close critical requirements, add live latency + eval package scaffold
1 month ago
Max P
27ad9a6592
feat(ai): expand finance agent core tools to rebalance and stress scenarios
1 month ago
Thomas Kaul
3eb9d53220
Bugfix/validation of valuables ( #6372 )
* Fix validation of valuables
* Update changelog
1 month ago
Thomas Kaul
b888005144
Task/refresh cryptocurrencies list 20260216 ( #6342 )
* Update cryptocurrencies.json
* Update changelog
1 month ago
David Requeno
117a938bad
Feature/add new market data preset ( #6346 )
* Add new market data preset (no activities)
* Update changelog
1 month ago
Thomas Kaul
0d67478cc3
Task/harmonize validation for create activity endpoint with existing import activity logic ( #6349 )
* Harmonize validation
* Update changelog
1 month ago
Thomas Kaul
8c88ce918f
Feature/add support for custom cryptocurrencies defined in database ( #6344 )
* Add support for custom cryptocurrencies defined in database
* Update changelog
1 month ago
Thomas Kaul
75d3494fa4
Task/add support for cryptocurrency Sky ( #6338 )
* Add support for Sky
* Update changelog
1 month ago
Thomas Kaul
e59421f008
Feature/add static portfolio analysis fee ratio rule based on total investment volume ( #6332 )
* Add fee ratio rule based on total investment volume
* Update changelog
2 months ago
Thomas Kaul
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
* Include currency effects in investment value of portfolio summary
* Update changelog
2 months ago
Thomas Kaul
299bca2780
Task/extend error messages in scraper configuration ( #6322 )
* Improve error handling
* Update changelog
2 months ago
Thomas Kaul
8a98c0a3f0
Task/ignore nested ETFs when fetching top holdings in Yahoo Finance service ( #6319 )
* Ignore nested ETFs in top holdings
* Update changelog
2 months ago
Varun Chawla
c489a1cc00
Bugfix/integrate missing valueInBaseCurrency in import activities response ( #6294 )
* Integrate missing valueInBaseCurrency in import activities response
* Update changelog
2 months ago
Neeraj Bachani
373a4857ac
Bugfix/reset buy tracking variables when position closes ( #6298 )
* Reset buy tracking variables when position closes
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Thomas Kaul
e361f09398
Bugfix/expand date range to cover full day in exchange rate calculation ( #6311 )
* Expand date range (start to end of day)
* Update changelog
2 months ago
Anurag Choudhury
d7349cd621
Bugfix/adapt accounts and tags of assistant in impersonation mode ( #6231 )
* Adapt accounts and tags of assistant in impersonation mode
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Thomas Kaul
f57726972e
Task/refresh cryptocurrencies list 20260207 ( #6289 )
* Update cryptocurrencies.json
* Update changelog
2 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
2 months ago
Thomas Kaul
348ee5de8d
Task/add missing transform data source interceptors in market data controller ( #6287 )
* Add missing transform data source interceptors
2 months ago
Thomas Kaul
5adacda88f
Task/remove deprecated session id from create stripe checkout session response ( #6280 )
* Remove deprecated sessionId
2 months ago
Thomas Kaul
4ff372f020
Task/remove deprecated transaction count in get admin endpoint ( #6281 )
* Remove deprecated transaction count
* Update changelog
2 months ago
Thomas Kaul
eb6177d2e5
Bugfix/fix exception when fetching top holdings in Yahoo Finance service ( #6279 )
* Add missing guard
* Update changelog
2 months ago
Thomas Kaul
0365b9b614
Task/upgrade stripe to version 20.3.0 ( #6273 )
* Upgrade stripe to version 20.3.0
* Update changelog
2 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>
2 months ago
Thomas Kaul
9c4638c185
Feature/add impersonation mode in get account balances endpoint ( #6272 )
* Add impersonation mode
* Update changelog
2 months ago
Thomas Kaul
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 months ago
Kenrick Tandrian
7dbacdbf0f
Feature/extract top holdings from Yahoo Finance for ETF and mutual funds ( #6254 )
* Extract top holdings from Yahoo Finance for ETF and mutual funds
* Update changelog
2 months ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
2 months ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
2 months ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
2 months ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
2 months ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 months ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 months ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
2 months ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 months ago
Thomas Kaul
d9a4d261e4
Bugfix/total fee calculation related to activities in custom currency (part 2) ( #6199 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
2 months ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
2 months ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
2 months ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 months ago