Thomas Kaul
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f987e4160e
|
Task/improve symbol validation of create asset profile DTO (#8013)
Improve symbol validation
|
5 days ago |
Thomas Kaul
|
f260f1572e
|
Task/improve symbol validation of create and update order DTO (#8005)
Improve symbol validation
|
5 days ago |
Thomas Kaul
|
acd14c6298
|
Task/improve label of cash positions (#8007)
* Improve label of cash positions
* Update changelog
|
5 days ago |
Thomas Kaul
|
4d63d5f4d6
|
Task/update chart colors on theme change (#7981)
* Update chart colors on change of color scheme
* Update changelog
|
1 week ago |
Thomas Kaul
|
f14d2ce2eb
|
Bugfix/redaction of symbol profile in activities (#7977)
* Fix redaction of symbol profile in activities
* Update changelog
|
1 week ago |
Thomas Kaul
|
435aeeb1f7
|
Bugfix/light color scheme in chart helpers (#7975)
* Fix colors of charts if appearance is set to light and OS uses dark mode
* 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 |
Szymon Łągiewka
|
c1c73e145a
|
Task/migrate client to prisma-client generated code (#7868)
* Migrate client to prisma-client generated code
* Update changelog
|
1 week ago |
Thomas Kaul
|
7b899489b8
|
Feature/add total column to tag management (#7970)
* Add total column (accountCount + activityCount)
* Update changelog
|
1 week ago |
Thomas Kaul
|
7f7f99d1ea
|
Task/extend personal finance tools (20260924) (#7944)
Extend personal finance tools
|
1 week ago |
Thomas Kaul
|
30208907a6
|
Feature/add dividend performance to analysis page (#7924)
* Add dividend performance
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
3cd7c1d093
|
Task/extend personal finance tools with last update date (#7942)
Extend with last update date
|
2 weeks ago |
Thomas Kaul
|
c8a7e31f2b
|
Task/extend personal finance tools (20260923) part II (#7941)
Extend personal finance tools
|
2 weeks ago |
Thomas Kaul
|
3c9cc2e531
|
Task/extend personal finance tools (20260923) (#7940)
Extend personal finance tools
|
2 weeks ago |
Thomas Kaul
|
89da484bb7
|
Task/move percentage formulas of portfolio calculator to method class (#7919)
Move percentage formulas of portfolio calculator to method class
|
3 weeks ago |
Thomas Kaul
|
74d564a2b2
|
Task/rename time weighted investment to average investment (#7918)
Rename time weighted investment to average investment
|
3 weeks ago |
Thomas Kaul
|
afbb37aed7
|
Task/rename symbol metrics to holding performance (#7912)
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
|
3 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
|
e7f57d6dc0
|
Feature/support country codes in entity logo component (#7884)
* Add support for country codes to entity logo component
* 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
|
71db6efe07
|
Feature/add previous and next navigation to personal finance tools (#7899)
Add previous and next navigation
|
3 weeks ago |
asyncAndChill
|
84165724e9
|
Task/update Turbobulls in personal finance tools (#7851)
Update Turbobulls
|
4 weeks ago |
Thomas Kaul
|
ceaef13b70
|
Task/migrate watchlist to dedicated routes (#7837)
* Migrate create dialog to dedicated route
* Update changelog
|
1 month ago |
Thomas Kaul
|
9a568d93e1
|
Task/migrate market data management to dedicated routes (#7823)
* Migrate market data management to dedicated routes
* Update changelog
|
1 month ago |
Thomas Kaul
|
f604a9e906
|
Task/limit length in various endpoints (#7810)
* Limit length for comment, search query and symbol
* Update changelog
|
1 month ago |
Thomas Kaul
|
94c2c6cd06
|
Task/migrate transfer cash balance dialog to dedicated route (#7791)
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
|
1 month ago |
Thomas Kaul
|
b39a806f18
|
Task/extend personal finance tools (20260902) (#7793)
Extend personal finance tools
|
1 month ago |
Thomas Kaul
|
2ce58d767d
|
Task/restrict restricted view and manage permission to MCP (#7783)
* Restrict restricted view and manage permission to MCP
* Update changelog
|
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
|
a36b7f9ea4
|
Feature/extend MCP tool to get accounts by account id (#7765)
* Extend MCP tool to get accounts by account id
* Update changelog
|
1 month 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
|
1 month 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
|
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
|
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
|
85ff93075d
|
Task/extend personal finance tools (20260828) (#7737)
Extend personal finance tools
|
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 |
Thomas Kaul
|
b4e8a4090d
|
Task/simplify recent market data gathering (#7714)
* Simplify recent market data gathering
* Update changelog
|
1 month ago |
Thomas Kaul
|
9be7317006
|
Task/migrate create and edit access dialogs to dedicated routes (#7711)
* Migrate create and edit access dialogs to dedicated routes
* Update changelog
|
1 month 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 |