Thomas Kaul
ba73e9cdd2
Feature/no quotes for closed holdings ( #7816 )
* Get quotes of active holdings only
* Update changelog
2 weeks ago
Thomas Kaul
1f9c3dd2f4
Task/improve performance of latest market data ( #8059 )
* Improve performance of latest market data
* Update changelog
2 weeks ago
Thomas Kaul
e8f7c34a46
Task/deprecate symbol profile in create activity endpoint ( #8026 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
2 weeks ago
Thomas Kaul
b4e60e796d
Bugfix/check for today in time zones behind UTC ( #8056 )
* Fix check for today in time zones behind UTC
* Update changelog
2 weeks ago
Thomas Kaul
96f51d95c0
Task/add TODO to default of MCP feature flag ( #8049 )
Add TODO
2 weeks ago
Thomas Kaul
6224a0fd01
Feature/security headers ( #8041 )
* Expose ENABLE_FEATURE_SECURITY_HEADERS
* Update changelog
2 weeks ago
Antonio David González
71ac4126f0
Bugfix/missing thousands separator in ES ( #8053 )
* Fix missing thousands separator
* Update changelog
2 weeks ago
Thomas Kaul
5a1ab30180
Bugfix/market price fallback ( #7813 )
* Fix market price fallback
* Update changelog
2 weeks ago
Thomas Kaul
76cf2adfb8
Task/setup test for route guards ( #8044 )
Setup test for route guards
2 weeks ago
Wai Cheng
64cbb1afdd
Feature/add manual exchange rate to activity
* Add optional exchangeRate to Order (asset profile currency to base currency)
* Apply it to the cost basis, fees, dividends, interest and liabilities at the activity date
* Add exchange rate input to the create or update activity dialog
* Pass it through import and export
* Add toCurrencyAtDateWithExchangeRate to ExchangeRateDataService
2 weeks ago
Thomas Kaul
b86034108a
Feature/graceful shutdown ( #8035 )
* Graceful shutdown of the server
* Update changelog
2 weeks ago
Thomas Kaul
047a2f705b
Feature/liveness probe ( #8037 )
* Setup liveness probe endpoint
* Update documentation
* Update changelog
2 weeks ago
Thomas Kaul
903eee2405
Bugfix/asset profile of imported activities ( #8024 )
* Fix asset profile of imported activities
* Update changelog
2 weeks ago
Thomas Kaul
4cfabb0b32
Task/extend activities service tests by get activities ( #8025 )
Extend tests
2 weeks ago
Thomas Kaul
3476d9e418
Task/remove symbol profile from import preview ( #8023 )
Remove symbol profile from import preview
2 weeks ago
Thomas Kaul
5fac38c4d7
Task/setup tests for valid and invalid import files ( #8021 )
Setup tests for valid and invalid import files
2 weeks ago
Thomas Kaul
0bee7f5cf1
Bugfix/interest of account for activities with quantity other than one ( #7989 )
* Fix interest of account for activities with quantity other than one
* Update changelog
2 weeks ago
Thomas Kaul
8e86a4d2b1
Task/refactor transform data source in request interceptor ( #8020 )
Refactoring
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
5dc53487d3
Bugfix/data gathering of manual activities ( #7997 )
* Fix data gathering of manual activities
* Update changelog
2 weeks ago
Thomas Kaul
ce68375f6f
Bugfix/positive performance from all time high in watchlist ( #8012 )
* Fix positive performance from all time high
* Update changelog
2 weeks ago
Thomas Kaul
2364489ee4
Feature/data source in MCP tools ( #8019 )
* Extend tools with data source
* Update changelog
2 weeks ago
Thomas Kaul
beb8f9de78
Bugfix/carry forward of market prices between chart dates ( #8009 )
* Carry forward of market prices between chart dates
* Update changelog
2 weeks ago
Thomas Kaul
bdacd08db2
Task/improve comment validation of MCP import tool ( #8004 )
Improve comment validation
2 weeks ago
Thomas Kaul
452674ecee
Task/improve symbol validation of MCP import tool ( #8000 )
Improve symbol validation
2 weeks ago
Thomas Kaul
347cd06a40
Feature/add MCP tool to get performance (part 2) ( #8001 )
Add MCP tool to get performance
2 weeks ago
Thomas Kaul
f62cce7e8d
Feature/add MCP tool to get performance ( #7994 )
* Add MCP tool to get performance
* Update changelog
2 weeks ago
Thomas Kaul
8ea8117486
Bugfix/holding filter of MCP tools ( #7999 )
* Fix filtering by holding
* Update changelog
2 weeks ago
Thomas Kaul
430f2fe06f
Task/load activities of portfolio calculator tests from export files ( #7992 )
Load activities from export files
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
13a1aeab17
Bugfix/data source transformation of symbol profile in activities ( #7983 )
* Fix data source transformation of symbol profile in activities
* 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
68f99609f5
Bugfix/OIDC discovery with trailing slash ( #7886 )
* Fix OIDC discovery with trailing slash
* Update changelog
3 weeks ago
Thomas Kaul
26cce42375
Feature/include dividends in portfolio performance ( #7961 )
* Include dividends in portfolio performance
* Update changelog
3 weeks ago
Thomas Kaul
9134e7f2a8
Bugfix/fallback to latest market price in current rate service ( #7948 )
* Fix fallback to latest market price in current rate service
* Update changelog
3 weeks ago
Thomas Kaul
30208907a6
Feature/add dividend performance to analysis page ( #7924 )
* Add dividend performance
* Update changelog
3 weeks ago
Thomas Kaul
ed7138cf5f
Task/enable browser cache for logo endpoints ( #7956 )
* Enable browser cache
* Update changelog
3 weeks ago
Thomas Kaul
920eb697f4
Bugfix/fix watchlist sorting for asset profiles without name ( #7921 )
* Fix sorting of watchlist items without a name
* Update changelog
3 weeks ago
Thomas Kaul
0fc152cc5a
Task/filter MCP tools by scopes of access ( #7935 )
* Update @rekog/mcp-nest to version 2.0.7
* Filter MCP tools by scopes of access
* Update changelog
3 weeks ago
Thomas Kaul
363ae34bde
Bugfix/value of holdings excluded from analysis in portfolio summary ( #7945 )
* Fix value of holdings excluded from analysis in portfolio summary
* Update changelog
3 weeks ago
Thomas Kaul
af3d72f94c
Task/refresh cryptocurrencies list (20260923) ( #7943 )
* Update cryptocurrencies.json
* Update changelog
3 weeks ago
Thomas Kaul
afc8bc311d
Task/use import type for types in decorated signatures ( #7936 )
Refactor imports
3 weeks ago
Thomas Kaul
1a95707c6a
Task/upgrade Stripe to version 22.6.2 ( #7929 )
* Update Stripe to version 22.6.2
* Update changelog
4 weeks ago
Thomas Kaul
d91e3084fd
Task/rename NetPerformancePercentages to PerformancePercentages ( #7927 )
Rename NetPerformancePercentages to PerformancePercentages
4 weeks ago
Thomas Kaul
dcf622aa59
Task/rename transactionPoints to holdingBalancesByDate ( #7923 )
Rename transactionPoints to holdingBalancesByDate
4 weeks ago
Thomas Kaul
de65d9f06d
Task/refactor sorting of benchmarks without a name ( #7922 )
Refactor sorting
4 weeks ago
Thomas Kaul
fa4b4cc8ba
Feature/add MCP tool to get watchlist ( #7920 )
* Add MCP tool to get watchlist
* Update changelog
4 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