Thomas Kaul
9c78bc29a4
Task/extract non-investment activity types constant ( #7535 )
Extract non-investment activity type
4 weeks ago
Thomas Kaul
ee7c303771
Bugfix/handle exception in country weightings parsing of FMP service ( #7544 )
* Handle exception in country weightings parsing
* Update changelog
4 weeks ago
Thomas Kaul
ef084b642a
Task/improve log of symbol lookup in Trackinsight data enhancer ( #7543 )
Improve log level and message
4 weeks ago
Thomas Kaul
b812bc7421
Task/guard system tags in admin control panel ( #7532 )
* Guard system tags against deletion and renaming
* Update changelog
4 weeks ago
Thomas Kaul
5bbdf52e19
Feature/add platform logo to account selector in create or update activity dialog ( #7524 )
* Add platform logo to account selector
* Update changelog
4 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
4 weeks ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
4 weeks ago
Thomas Kaul
0b9df572ba
Task/optimize performance of search in assistant ( #7534 )
* Improve performance of search in assistant by reusing cached portfolio snapshot
* Update changelog
4 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
4 weeks ago
Thomas Kaul
7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit ( #7517 )
* Fix portfolio snapshot cache write and initialization retry limit
* Update changelog
4 weeks ago
Thomas Kaul
75e3d032ab
Feature/stock splits setup (part 2) ( #7523 )
Improve stock splits setup
4 weeks ago
Thomas Kaul
3eaba49f19
Task/improve handling of encoded data source in user settings ( #7521 )
Improve handling of encoded data source in user settings
4 weeks ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
4 weeks ago
Thomas Kaul
d08239f31f
Task/destructure query parameters in controllers ( #7495 )
Destructure query parameters in controllers
4 weeks ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
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
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
4 weeks ago
Thomas Kaul
179be2f564
Task/add portfolio summary tests ( #7458 )
Add portfolio summary tests
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
1 month 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
0a01d4234a
Bugfix/daily requests check in Ghostfolio data provider ( #7485 )
Fix daily requests check
1 month ago
Thomas Kaul
81e4abbfeb
Feature/add daily request limit ( #7487 )
Add daily request limit
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
52fa7c2240
Task/consolidate markets pages ( #7471 )
* Consolidate markets pages
* 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
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
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
5d1a2f5904
Task/refresh cryptocurrencies list (20260727) ( #7440 )
* Update cryptocurrencies.json
* 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
Kenrick Tandrian
c197806e6b
Task/improve type safety in rule models ( #7422 )
* fix(api): make some env optional
* fix(api): resolve type errors in rules
1 month ago
Thomas Kaul
54814127a2
Task/rename portfolio calculator no orders test to no activities ( #7424 )
Rename test
1 month ago
Thomas Kaul
53adcf55aa
Task/rename EnhancedSymbolProfile to EnhancedAssetProfile ( #7423 )
Rename EnhancedSymbolProfile to EnhancedAssetProfile
1 month ago
Thomas Kaul
21e1c60e15
Feature/include cash in portfolio performance ( #7148 )
* Include cash in portfolio performance
* Update changelog
1 month ago
Kenrick Tandrian
7d338c2c67
Task/improve type safety across API services and controllers ( #7417 )
* fix(api): resolve subscription undefined type errors
* fix(api): resolve session metadata null type errors
* feat(api): add type declaration on promises
* fix(api): resolve price undefined type errors
* fix(api): resolve type errors in benchmark service
1 month ago
Kenrick Tandrian
10c01ec630
Task/improve type safety in access and account balance services ( #7416 )
* fix(common): update Access interface and type definitions
* fix(api): resolve type errors in access controller
* feat(api): default to user currency in account balance service
1 month ago
Thomas Kaul
b77f40a0ff
Bugfix/update account balance of activity without account ( #7402 )
* Fix update account balance of activity without account
* Update changelog
1 month ago
Thomas Kaul
8169b2c723
Task/recompute portfolio snapshot on portfolio change ( #7403 )
* Recompute portfolio snapshot on portfolio change
* Update changelog
1 month ago
Thomas Kaul
fab16d0979
Task/add stack trace logging for MaxListenersExceededWarning ( #7400 )
* Add stack trace logging for MaxListenersExceededWarning
* Update changelog
1 month ago
Thomas Kaul
ca8c4e6236
Bugfix/handle exception in holding detail endpoint for cash positions ( #7391 )
* Handle exception for cash positions
* Update changelog
1 month ago
Thomas Kaul
a20d394e0b
Bugfix/improve error handling in access endpoints ( #7392 )
* Improve error handling
* Update changelog
1 month ago
Thomas Kaul
72663fe40a
Task/refactor isAfter() with isFuture() and isPast() ( #7389 )
Refactor isAfter() with isFuture() and isPast()
1 month ago
Thomas Kaul
90a3fed652
Task/remove deprecated SymbolProfile from activity interface ( #7360 )
* Removed deprecated SymbolProfile from activity interface
* Update changelog
1 month ago
Thomas Kaul
d6295167e0
Bugfix/eliminate unresolved page title and range not satisfiable error ( #7387 )
* Eliminate unresolved page title and RangeNotSatisfiableError
* Update changelog
1 month ago
Arham Amin
2c5f4fdca2
test(portfolio): cover a missing exchange rate in the calculator
Builds the BALN.SW buy with both fee fields unset, which is the state the
calculator sees when no exchange rate is available for the activity's date.
Asserts the snapshot is still produced and the fees count as 0.
Fails with "[big.js] Invalid number" without the preceding fix.
1 month ago
Arham Amin
d83578e223
fix(portfolio): tolerate unconvertible fees in the calculator
`toCurrencyAtDate()` resolves to undefined when no exchange rate exists for an
activity's date, so `feeInAssetProfileCurrency` and `feeInBaseCurrency` can
reach the calculator unset. Passing those straight into `new Big()` threw
"[big.js] Invalid number" and failed the whole portfolio request, so the
Overview, Portfolio and Holdings pages rendered "Oops! Something went wrong".
Fees are only ever accumulated, so 0 is the identity here and the snapshot
stays computable while the exchange rate data is still being gathered.
Refs ghostfolio/ghostfolio#6482
1 month ago