sokol.biba
f5b1c0d094
added activity type deposit and withdrawal
allow to use ai models for smart import
3 days ago
sokol.biba
8a185f8264
fix: reconcile cash balance chains across the activity lifecycle
- Use historical balances and propagate cash changes to later snapshots
- Persist the cash-update flag and exact applied amount
- Reconcile edits and single/bulk deletions atomically
- Leave legacy and imported transactions untracked
- Keep internal cash amounts out of API responses
- Add schema migration and regression tests
3 days ago
Thomas Kaul
d910fd40fc
Feature/Ghostfolio AI in user settings ( #8142 )
* Persist Ghostfolio AI in user settings
* Update changelog
3 days ago
Thomas Kaul
d0b79653cc
Task/remove deprecated symbol profile in create activity endpoint ( #8125 )
* Remove deprecated SymbolProfile from create activity endpoint
* Update changelog
3 days ago
Thomas Kaul
cc276aa67e
Feature/Ghostfolio AI in import activities dialog ( #8128 )
* Extend import of activities with Ghostfolio AI
* Update changelog
4 days ago
Thomas Kaul
3376f72642
Feature/client of last request ( #8129 )
* Extend user detail dialog with client of last request
* Update changelog
4 days ago
Thomas Kaul
8fa4f6a673
Bugfix/date ranges in time zones other than UTC ( #8099 )
* Fix start date of date ranges for instances in time zones with negative UTC offset
* Update changelog
5 days ago
Thomas Kaul
ff03b4c238
Feature/extend MCP access to support view permission ( #8112 )
* Extend MCP access to support (non-restricted) view permission
* Update changelog
5 days ago
Thomas Kaul
effae560ab
Bugfix/creation of custom asset profiles with ghostfolio prefix ( #8070 )
* Fix creation of custom asset profiles with ghostfolio prefix
* Update changelog
5 days ago
Thomas Kaul
8ba968dc07
Feature/user account deletion for Google users ( #8093 )
* Extend user account deletion to users without security token
* Update changelog
6 days ago
Thomas Kaul
75f0b0cf53
Task/extend personal finance tools (20261008) ( #8092 )
Extend personal finance tools
7 days ago
Thomas Kaul
e8f7c34a46
Task/deprecate symbol profile in create activity endpoint ( #8026 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
1 week ago
Antonio David González
71ac4126f0
Bugfix/missing thousands separator in ES ( #8053 )
* Fix missing thousands separator
* Update changelog
1 week ago
Thomas Kaul
047a2f705b
Feature/liveness probe ( #8037 )
* Setup liveness probe endpoint
* Update documentation
* Update changelog
2 weeks ago
Thomas Kaul
48a3fbf370
Bugfix/year in validation message of date ( #8028 )
Fix year in validation message of date
2 weeks ago
Thomas Kaul
9c1e014190
Task/select required symbol profile fields in activities ( #7998 )
* Select required symbol profile fields
* Remove symbol profile relation from activities
* Update changelog
2 weeks ago
Thomas Kaul
f987e4160e
Task/improve symbol validation of create asset profile DTO ( #8013 )
Improve symbol validation
2 weeks ago
Thomas Kaul
f260f1572e
Task/improve symbol validation of create and update order DTO ( #8005 )
Improve symbol validation
2 weeks ago
Thomas Kaul
acd14c6298
Task/improve label of cash positions ( #8007 )
* Improve label of cash positions
* Update changelog
2 weeks ago
Thomas Kaul
4d63d5f4d6
Task/update chart colors on theme change ( #7981 )
* Update chart colors on change of color scheme
* Update changelog
2 weeks ago
Thomas Kaul
f14d2ce2eb
Bugfix/redaction of symbol profile in activities ( #7977 )
* Fix redaction of symbol profile in activities
* Update changelog
2 weeks 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
2 weeks ago
Szymon Łągiewka
f46f77f352
Task/migrate from lodash to lodash-es ( #7850 )
* Migrate from lodash to lodash-es
* Update changelog
2 weeks ago
Thomas Kaul
c13a0c18fb
Bugfix/redaction of values of ETF holdings ( #7973 )
* Fix redaction of values of ETF holdings
* Update changelog
2 weeks ago
Szymon Łągiewka
c1c73e145a
Task/migrate client to prisma-client generated code ( #7868 )
* Migrate client to prisma-client generated code
* Update changelog
2 weeks ago
Thomas Kaul
7b899489b8
Feature/add total column to tag management ( #7970 )
* Add total column (accountCount + activityCount)
* Update changelog
2 weeks ago
Thomas Kaul
7f7f99d1ea
Task/extend personal finance tools (20260924) ( #7944 )
Extend personal finance tools
2 weeks ago
Thomas Kaul
30208907a6
Feature/add dividend performance to analysis page ( #7924 )
* Add dividend performance
* Update changelog
3 weeks ago
Thomas Kaul
3cd7c1d093
Task/extend personal finance tools with last update date ( #7942 )
Extend with last update date
3 weeks ago
Thomas Kaul
c8a7e31f2b
Task/extend personal finance tools (20260923) part II ( #7941 )
Extend personal finance tools
3 weeks ago
Thomas Kaul
3c9cc2e531
Task/extend personal finance tools (20260923) ( #7940 )
Extend personal finance tools
3 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
4 weeks ago
Thomas Kaul
74d564a2b2
Task/rename time weighted investment to average investment ( #7918 )
Rename time weighted investment to average investment
4 weeks ago
Thomas Kaul
afbb37aed7
Task/rename symbol metrics to holding performance ( #7912 )
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
4 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
4 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
4 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
4 weeks ago
Thomas Kaul
71db6efe07
Feature/add previous and next navigation to personal finance tools ( #7899 )
Add previous and next navigation
4 weeks ago
asyncAndChill
84165724e9
Task/update Turbobulls in personal finance tools ( #7851 )
Update Turbobulls
1 month 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
2 months ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
2 months 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
2 months 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
2 months 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
2 months ago