Tree: fcf542ae79

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

task/update-locales

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Commit Graph

3845 Commits (fcf542ae7993b4f5b3a3f614846f5c2f63dae469)

Author	SHA1	Message	Date
Thomas Kaul	483b55cde9	Task/improve style of dense selectors (#7856) * Improve style of dense selectors * Update changelog	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	f7c0a1b9fd	Task/include closed holdings by default in holdings endpoint (#7843) * Return active and closed holdings in holdings endpoint * Update changelog	1 month ago
Thomas Kaul	3e94e7f07a	Task/improve loading state of activity count in portfolio summary component (#7841) * Improve loading state * Update changelog	1 month ago
Thomas Kaul	f5b7e5f81a	Task/update OSS Friends (#7840) Remove OpenBB	1 month ago
Szymon Łągiewka	85831dca84	Task/upgrade zod to version 4.5.4 (#7774) * Update zod to version 4.5.4 * 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	0a6fea9fcf	Task/improve handling of excluded holdings (#7828) * Improve handling of excluded holdings * Update changelog	1 month ago
Thomas Kaul	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	1 month ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	1 month ago
Thomas Kaul	3dfd3486fb	Task/harden validation in Stripe checkout session endpoint (#7824) * Harden validation * Add rate limiting	1 month ago
Thomas Kaul	b76387eb23	Task/align createdAt date column in coupon management of admin control panel (#7820) Align createdAt date column	1 month ago
Thomas Kaul	2eca6e7dc2	Bugfix/missing icon of expiration date picker in create or update access dialog (#7819) * Fix missing icon * Update changelog	1 month 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	1 month ago
Thomas Kaul	859b5f8701	Bugfix/data provider info of holding (#7817) * Fix data provider info of holding * Update changelog	1 month ago
Thomas Kaul	662b68583e	Bugfix/immediate expiration of portfolio snapshot with errors (#7815) * Fix immediate expiration of portfolio snapshot with errors * Update changelog	1 month ago
github-actions[bot]	96f73af726	Task/update locales (#7754) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	1 month 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	1 month ago
Thomas Kaul	8e4114abbf	Task/improve MCP (#7786) * Improve MCP server * 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	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	1 month ago
Thomas Kaul	c873404a4c	Bugfix/country mapping of Congo in FMP service (#7811) * Fix missing country mapping * Update changelog	1 month 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	1 month ago
Thomas Kaul	72b0d80411	Task/move details of granted access from table to dialog on access page (#7792) * Move details of granted access * 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
Pial-Al-Mamun	73e4f0368d	Task/improve language localization for IT (20260901) (#7782) * Update translations * Update changelog	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	2 months ago
Thomas Kaul	fc083fb0cd	Bugfix/loading state of holdings table on portfolio holdings page (#7788) * Fix loading state of holdings table * Update changelog	2 months ago
Thomas Kaul	c5139e9ab3	Bugfix/loading state of accounts table on accounts page (#7787) * Fix loading state of accounts table * Update changelog	2 months 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	2 months 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	f9cf373890	Bugfix/country mapping of Virgin Islands (British) in FMP service (#7776) * Fix the missing country mapping of Virgin Islands * Update changelog	2 months ago
Jaime Gancedo	22635d4eea	Feature/add net worth chart toggle on home page Add a toggle on the home page to switch the overview chart between the investments and the net worth time series. The headline value and the change below it follow the selection, showing the net worth and its change over the selected date range instead of the portfolio value and its performance. The toggle is omitted in the restricted view and in the ZEN mode, where the net worth is not exposed. The net worth is already part of the portfolio performance response, so switching does not refetch. The selection is persisted in the user settings as overviewChartMode.	2 months ago
Thomas Kaul	8f22f43606	Task/upgrade stripe to version 22.5.0 (#7767) * Update stripe to version 22.5.0 * Update changelog	2 months 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	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	fd1908f9a0	Task/improve Angular template type safety in client (#7763) * feat(client): resolve type errors * feat(client): enable strict safe navigation types * feat(client): resolve type errors * feat(ui): resolve type errors * feat(client): default to default locale	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	c48fb4bd67	Feature/add MCP tool to get accounts (#7744) * Add MCP tool to get accounts * Update changelog	2 months 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	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
Thomas Kaul	a2b7261ca9	Task/add support for filters of assistant to accounts page (#7752) * Add support for filters of assistant to accounts page * Update changelog	2 months ago
Thomas Kaul	af3dacd9f8	Task/improve language localization for DE (20260829) (#7750) * Update translation * Update changelog	2 months ago
Thomas Kaul	1a448d4c08	Bugfix/redaction of asset profile in restricted views (#7749) Fix redaction of asset profile in restricted views	2 months ago
Thomas Kaul	c9cc020540	Task/extend accounts endpoint by filters (#7748) * Extend accounts endpoint by accounts, assetClasses and tags filters * Update changelog	2 months ago
github-actions[bot]	537be44e3b	Task/update locales (#7741) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	2 months ago
Thomas Kaul	25cacf95bb	Bugfix/value redaction in latest activities of public portfolio page (#7747) * Fix value redaction * Update changelog	2 months ago
Thomas Kaul	e2a6048d1d	Feature/add MCP tool to get activities (#7742) * Add MCP tool to get activities * Update changelog	2 months 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	2 months ago