Thomas Kaul
483b55cde9
Task/improve style of dense selectors ( #7856 )
* Improve style of dense selectors
* Update changelog
1 month ago
asyncAndChill
84165724e9
Task/update Turbobulls in personal finance tools ( #7851 )
Update Turbobulls
1 month ago
Thomas Kaul
0c2ebee8ac
Bugfix/opening asset profile from watchlist ( #7846 )
* Fix issue when opening asset profile
* 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
9a568d93e1
Task/migrate market data management to dedicated routes ( #7823 )
* Migrate market data management to dedicated routes
* Update changelog
1 month ago
Thomas Kaul
7a6f54ab3b
Feature/simplified mode in holdings table component ( #7830 )
* Add simplified mode to holdings table component
* 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
3d9018a6a7
Task/improve data provider credits component ( #7826 )
Improve data provider credits
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
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
Lyndros
0910d6d209
Task/refactor double ternary in portfolio proportion chart ( #7785 )
Refactoring
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
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
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
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
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
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
Thomas Kaul
d236a5ca33
Task/improve loading state of symbol autocomplete component ( #7739 )
* Improve loading state
* Update changelog
2 months ago
Thomas Kaul
85ff93075d
Task/extend personal finance tools (20260828) ( #7737 )
Extend personal finance tools
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
0f3f47810b
Task/extend personal finance tools (20260827) ( #7733 )
Extend personal finance tools
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
Thomas Kaul
1355098bdb
Task/improve web_fetch tool in fetch service ( #7730 )
* Improve web_fetch tool
* 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
def48c6adf
Bugfix/data gathering blocked by failed jobs ( #7720 )
* Fix data gathering blocked by failed jobs
* Update changelog
2 months ago
Thomas Kaul
b4e8a4090d
Task/simplify recent market data gathering ( #7714 )
* Simplify recent market data gathering
* 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
712a7a7e11
Bugfix/repeated historical market data gathering on weekends ( #7710 )
* Fix repeated historical market data gathering on weekends
* Update changelog
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
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
350fc745d9
Task/improve storybook setup ( #7691 )
* Load @angular/localize centrally
* Disable telemetry
* Update changelog
2 months ago
Thomas Kaul
c707befdae
Task/improve style of holding selector in portfolio filter form component ( #7687 )
Improve style
2 months ago
Thomas Kaul
67dd8fbf0f
Task/add write access to create or update access dialog ( #7676 )
* Add write access
* Update changelog
2 months ago
Thomas Kaul
acdcb6aa7d
Task/extend account selector options to include platform and currency ( #7683 )
* Extend options to include platform and currency
* Update changelog
2 months ago
Thomas Kaul
17e1a2b5fc
Task/remove deprecated permissions attribute from access ( #7639 )
* Remove deprecated permissions attribute from access
* Update changelog
2 months ago
Thomas Kaul
45a20d3ea3
Task/increase daily request limit of Ghostfolio data provider within setup period ( #7674 )
Increase daily request limit within setup period
2 months ago