Tree: dcf622aa59

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

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Commit Graph

1905 Commits (dcf622aa590dde42c1f6b35f5d121c9f49a20cdc)

Author	SHA1	Message	Date
Thomas Kaul	dcf622aa59	Task/rename transactionPoints to holdingBalancesByDate (#7923) Rename transactionPoints to holdingBalancesByDate	1 week ago
Thomas Kaul	de65d9f06d	Task/refactor sorting of benchmarks without a name (#7922) Refactor sorting	1 week ago
Thomas Kaul	fa4b4cc8ba	Feature/add MCP tool to get watchlist (#7920) * Add MCP tool to get watchlist * Update changelog	1 week ago
Thomas Kaul	89da484bb7	Task/move percentage formulas of portfolio calculator to method class (#7919) Move percentage formulas of portfolio calculator to method class	1 week ago
Thomas Kaul	74d564a2b2	Task/rename time weighted investment to average investment (#7918) Rename time weighted investment to average investment	1 week ago
Thomas Kaul	e55f9f0e43	Task/move holding valuation of portfolio calculator to base class (#7917) Move holding valuation of portfolio calculator to base class	1 week ago
Thomas Kaul	adae69b065	Task/rename order to activity in portfolio calculator (#7916) Rename order to activity	1 week ago
Thomas Kaul	3eec62bca4	Task/move method independent helpers of portfolio calculator to base class (#7914) Move method-independent helpers of portfolio calculator from ROAI calculator into base class	1 week 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	1 week ago
Thomas Kaul	afbb37aed7	Task/rename symbol metrics to holding performance (#7912) Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding	1 week ago
Thomas Kaul	6e128bba15	Task/harden validation of device id in biometric authentication (#7915) * Fix internal server error caused by invalid device id in biometric authentication * Update changelog	1 week ago
Thomas Kaul	214074a41f	Bugfix/date range performance percentage of portfolio (#7911) * Fix net performance percentage of date ranges * Update changelog	1 week ago
Thomas Kaul	e4c3c69a94	Task/extend portfolio calculator tests by performance of date ranges (#7910) Extend portfolio calculator tests by performance of date ranges	1 week ago
Thomas Kaul	72f11a8c82	Task/improve watchlist performance by removing market price index of market data database table (#7907) * Improve watchlist performance * Update changelog	1 week ago
Thomas Kaul	c180279106	Task/improve performance of deleting watchlist item by loading only required data (#7908) * Improve performance of deleting watchlist item * Update changelog	1 week ago
Thomas Kaul	c008c338ee	Task/centralize X-ray rule settings (part 2) (#7905) * Use a single object parameter for the X-ray rule constructors * Use a single object parameter for the Rule constructor	1 week ago
Thomas Kaul	2f30b11cff	Task/centralize X-ray rule settings (#7887) Centralize X-ray rule settings	1 week ago
Thomas Kaul	1e3b88add8	Task/localize default account name created during user registration (#7888) * Localize default account name created during user registration * Update changelog	1 week 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	1 week ago
Shreya	a0daa3b309	Bugfix/harden authentication with OIDC (#7797) * Harden authentication with OIDC * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 weeks ago
Thomas Kaul	46d060df1b	Bugfix/coupon validation in Stripe checkout session (#7877) Fix coupon validation	2 weeks ago
Thomas Kaul	e3e0199d36	Task/refactor params of getValues() in current rate service (#7829) Refactoring	2 weeks ago
Thomas Kaul	22b7b6396a	Feature/add MCP tool to search asset profiles (#7849) * Add MCP tool to search asset profiles * Update changelog	3 weeks ago
Thomas Kaul	f7c0a1b9fd	Task/include closed holdings by default in holdings endpoint (#7843) * Return active and closed holdings in holdings endpoint * Update changelog	3 weeks ago
Szymon Łągiewka	85831dca84	Task/upgrade zod to version 4.5.4 (#7774) * Update zod to version 4.5.4 * Update changelog	3 weeks ago
Thomas Kaul	0a6fea9fcf	Task/improve handling of excluded holdings (#7828) * Improve handling of excluded holdings * Update changelog	3 weeks ago
Thomas Kaul	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	3 weeks ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	3 weeks ago
Thomas Kaul	3dfd3486fb	Task/harden validation in Stripe checkout session endpoint (#7824) * Harden validation * Add rate limiting	3 weeks 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	3 weeks ago
Thomas Kaul	859b5f8701	Bugfix/data provider info of holding (#7817) * Fix data provider info of holding * Update changelog	3 weeks ago
Thomas Kaul	662b68583e	Bugfix/immediate expiration of portfolio snapshot with errors (#7815) * Fix immediate expiration of portfolio snapshot with errors * Update changelog	3 weeks 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	3 weeks ago
Thomas Kaul	8e4114abbf	Task/improve MCP (#7786) * Improve MCP server * Update changelog	3 weeks ago
Thomas Kaul	f604a9e906	Task/limit length in various endpoints (#7810) * Limit length for comment, search query and symbol * Update changelog	3 weeks 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	3 weeks ago
Thomas Kaul	c873404a4c	Bugfix/country mapping of Congo in FMP service (#7811) * Fix missing country mapping * Update changelog	3 weeks ago
Thomas Kaul	93a2694fee	Bugfix/daily request limit blocking users for longer than one day (#7805) * Fix daily request limit blocking users for longer than one day * Update changelog	4 weeks ago
Thomas Kaul	c33a17671b	Bugfix/additional data point at start of chart in holding detail dialog (#7778) * Fix additional data point at start of chart in holding detail dialog * Update changelog	4 weeks ago
Thomas Kaul	26d45a4fe2	Feature/add MCP tool to import activities (#7766) * Add MCP tool to import activities * Update changelog	4 weeks 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	4 weeks ago
Thomas Kaul	8f22f43606	Task/upgrade stripe to version 22.5.0 (#7767) * Update stripe to version 22.5.0 * Update changelog	4 weeks ago
Thomas Kaul	b66975439b	Bugfix/market price fallback before first historical market data (#7761) * Fix portfolio calculation for holdings with activities before first known historical market price * Update changelog	4 weeks ago
Thomas Kaul	82b243f9ed	Bugfix/handling of cash positions (#7660) * Fix handling of cash positions * Update changelog	4 weeks 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	4 weeks ago
Thomas Kaul	c48fb4bd67	Feature/add MCP tool to get accounts (#7744) * Add MCP tool to get accounts * Update changelog	4 weeks 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	4 weeks 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	4 weeks ago
Thomas Kaul	1a448d4c08	Bugfix/redaction of asset profile in restricted views (#7749) Fix redaction of asset profile in restricted views	4 weeks ago
Thomas Kaul	c9cc020540	Task/extend accounts endpoint by filters (#7748) * Extend accounts endpoint by accounts, assetClasses and tags filters * Update changelog	1 month ago