Thomas Kaul
b76387eb23
Task/align createdAt date column in coupon management of admin control panel ( #7820 )
Align createdAt date column
2 days ago
Thomas Kaul
2eca6e7dc2
Bugfix/missing icon of expiration date picker in create or update access dialog ( #7819 )
* Fix missing icon
* Update changelog
2 days 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
2 days ago
Thomas Kaul
859b5f8701
Bugfix/data provider info of holding ( #7817 )
* Fix data provider info of holding
* Update changelog
2 days ago
Thomas Kaul
662b68583e
Bugfix/immediate expiration of portfolio snapshot with errors ( #7815 )
* Fix immediate expiration of portfolio snapshot with errors
* Update changelog
2 days ago
github-actions[bot]
96f73af726
Task/update locales ( #7754 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2 days 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
2 days ago
Thomas Kaul
8e4114abbf
Task/improve MCP ( #7786 )
* Improve MCP server
* Update changelog
3 days ago
Thomas Kaul
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
3 days 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
3 days ago
Thomas Kaul
c873404a4c
Bugfix/country mapping of Congo in FMP service ( #7811 )
* Fix missing country mapping
* Update changelog
3 days 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
4 days 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
4 days ago
Thomas Kaul
94c2c6cd06
Task/migrate transfer cash balance dialog to dedicated route ( #7791 )
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
4 days ago
Pial-Al-Mamun
73e4f0368d
Task/improve language localization for IT (20260901) ( #7782 )
* Update translations
* Update changelog
5 days ago
Thomas Kaul
2ce58d767d
Task/restrict restricted view and manage permission to MCP ( #7783 )
* Restrict restricted view and manage permission to MCP
* Update changelog
6 days ago
Thomas Kaul
fc083fb0cd
Bugfix/loading state of holdings table on portfolio holdings page ( #7788 )
* Fix loading state of holdings table
* Update changelog
6 days ago
Thomas Kaul
c5139e9ab3
Bugfix/loading state of accounts table on accounts page ( #7787 )
* Fix loading state of accounts table
* Update changelog
6 days 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
7 days ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
7 days 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
7 days ago
Thomas Kaul
8f22f43606
Task/upgrade stripe to version 22.5.0 ( #7767 )
* Update stripe to version 22.5.0
* Update changelog
1 week 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
1 week ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
1 week 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
1 week 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
1 week 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
1 week ago
Thomas Kaul
c48fb4bd67
Feature/add MCP tool to get accounts ( #7744 )
* Add MCP tool to get accounts
* Update changelog
1 week 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
1 week 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
1 week 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
1 week ago
Thomas Kaul
af3dacd9f8
Task/improve language localization for DE (20260829) ( #7750 )
* Update translation
* Update changelog
1 week ago
Thomas Kaul
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
1 week ago
Thomas Kaul
c9cc020540
Task/extend accounts endpoint by filters ( #7748 )
* Extend accounts endpoint by accounts, assetClasses and tags filters
* Update changelog
1 week ago
github-actions[bot]
537be44e3b
Task/update locales ( #7741 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 week ago
Thomas Kaul
25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page ( #7747 )
* Fix value redaction
* Update changelog
1 week ago
Thomas Kaul
e2a6048d1d
Feature/add MCP tool to get activities ( #7742 )
* Add MCP tool to get activities
* Update changelog
1 week 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
1 week ago
Thomas Kaul
ee40119148
Task/add restricted view and manage permission to access ( #7740 )
* Add restricted view and manage permission to access
* Update changelog
1 week ago
Thomas Kaul
21e78b3982
Bugfix/handling of indices in FMP service ( #7738 )
* Improve handling of indices
* Update changelog
1 week ago
github-actions[bot]
cc3bbeeb89
Task/update locales ( #7732 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2 weeks ago
Thomas Kaul
fd78f0816e
Task/improve language localization of asset classes and asset sub classes ( #7736 )
* Consolidate duplicated translations
* Update changelog
2 weeks ago
Thomas Kaul
c16445d49e
Release 3.62.0 ( #7735 )
2 weeks ago
Thomas Kaul
bc4e772442
Task/improve language localization for DE (20260827) ( #7734 )
* Update translations
* Update changelog
2 weeks 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 weeks ago
github-actions[bot]
70590ef9d0
Task/update locales ( #7713 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2 weeks ago
Thomas Kaul
4c9ba9af83
Task/improve language localization of asset classes in AI prompt ( #7729 )
* Improve language localization of asset classes
* Update changelog
2 weeks ago
Thomas Kaul
1355098bdb
Task/improve web_fetch tool in fetch service ( #7730 )
* Improve web_fetch tool
* Update changelog
2 weeks ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
2 weeks ago
Aaryaman Vyas
38b5d73c75
Bugfix/missing benchmark in performance chart for calendar year date ranges ( #7631 )
* Fix missing benchmark in performance chart for calendar year date ranges
* Update changelog
2 weeks ago