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

2680 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
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	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	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
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	f604a9e906	Task/limit length in various endpoints (#7810) * Limit length for comment, search query and symbol * 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	26d45a4fe2	Feature/add MCP tool to import activities (#7766) * Add MCP tool to import activities * 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	82b243f9ed	Bugfix/handling of cash positions (#7660) * Fix handling of cash positions * 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	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
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	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
Thomas Kaul	ee40119148	Task/add restricted view and manage permission to access (#7740) * Add restricted view and manage permission to access * Update changelog	2 months ago
github-actions[bot]	cc3bbeeb89	Task/update locales (#7732) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	2 months ago
Thomas Kaul	fd78f0816e	Task/improve language localization of asset classes and asset sub classes (#7736) * Consolidate duplicated translations * Update changelog	2 months ago
Thomas Kaul	c16445d49e	Release 3.62.0 (#7735)	2 months ago
Thomas Kaul	bc4e772442	Task/improve language localization for DE (20260827) (#7734) * Update translations * Update changelog	2 months 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	2 months ago
github-actions[bot]	70590ef9d0	Task/update locales (#7713) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	2 months ago
Thomas Kaul	4c9ba9af83	Task/improve language localization of asset classes in AI prompt (#7729) * Improve language localization of asset classes * Update changelog	2 months ago
Thomas Kaul	b99e8a0c12	Task/add expiration date to access (#7709) * Add expiration date to access * Update changelog	2 months 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	2 months ago
Thomas Kaul	3109666972	Task/improve access table (#7718) * Improve icons and labels of access table * Update changelog	2 months 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	2 months ago
Thomas Kaul	b54e2ac144	Task/improve style of settings tables in admin control panel (#7708) * Improve style of settings table * Update changelog	2 months ago
Thomas Kaul	0c39d8535a	Task/improve language localization for DE (20260823) (#7705) * Update translations * Update changelog	2 months ago
github-actions[bot]	5a0c0d5e48	Task/update locales (#7690) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	2 months ago
Thomas Kaul	ea4d66be54	Feature/setup MCP (#7703) * Setup MCP * Update changelog	2 months ago
Thomas Kaul	5b1945079e	Feature/add support to remove received access (#7701) * Add support to remove a received access on the access page * Update changelog	2 months ago
Thomas Kaul	fc4e695aa5	Task/extend features page with benchmarks (#7696) Add benchmarks	2 months ago
Thomas Kaul	74c1aa35ae	Bugfix/benchmark label in tooltip of benchmark comparator (#7695) * Fix tooltip * Update changelog	2 months ago
Thomas Kaul	aa9595ba59	Task/improve market data tab of holding detail dialog (#7693) Improve market data tab	2 months ago
Thomas Kaul	4da8658eec	Task/improve type filter of activities table component to only list activity types in use (#7602) * Limit type filter in activities table component to used types * Update changelog	2 months ago
Thomas Kaul	5232e8f366	Task/extract access level icon to reusable component (#7692) * Extract access level icon to reusable component * Update changelog	2 months ago
Thomas Kaul	f3d56298b7	Task/improve language localization for DE (20260821) (#7685) * Update translations * Update changelog	2 months ago