Tree: 3.68.0

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/improve-mcp

task/simplify-recent-market-data-gathering

task/update-locales

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Branches Tags

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Commit Graph

1880 Commits (3.68.0)

Author	SHA1	Message	Date
Thomas Kaul	0a6fea9fcf	Task/improve handling of excluded holdings (#7828) * Improve handling of excluded holdings * Update changelog	1 day ago
Thomas Kaul	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	1 day ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	2 days ago
Thomas Kaul	3dfd3486fb	Task/harden validation in Stripe checkout session endpoint (#7824) * Harden validation * Add rate limiting	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
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	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
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	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
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	21e78b3982	Bugfix/handling of indices in FMP service (#7738) * Improve handling of indices * Update changelog	1 week 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
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
Thomas Kaul	5b6536ec85	Bugfix/validation of custom asset profile symbols (#7721) * Improve validation of activities and asset profiles when combining custom asset profile symbol with data source other than MANUAL * Update changelog	2 weeks 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 weeks ago
Thomas Kaul	def48c6adf	Bugfix/data gathering blocked by failed jobs (#7720) * Fix data gathering blocked by failed jobs * Update changelog	2 weeks ago
Thomas Kaul	b4e8a4090d	Task/simplify recent market data gathering (#7714) * Simplify recent market data gathering * Update changelog	2 weeks ago
Thomas Kaul	0d0ed97227	Bugfix/response of historical market data gathering for a specific date (#7717) * Fix response of historical market data gathering for a specific date * Update changelog	2 weeks ago
Thomas Kaul	b75ebb2c1d	Bugfix/country mapping of Macau in FMP service (#7719) * Fix country mapping of Macau * Update changelog	2 weeks ago
Thomas Kaul	712a7a7e11	Bugfix/repeated historical market data gathering on weekends (#7710) * Fix repeated historical market data gathering on weekends * Update changelog	2 weeks ago
Thomas Kaul	ea4d66be54	Feature/setup MCP (#7703) * Setup MCP * Update changelog	2 weeks 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 weeks ago
Thomas Kaul	1d00342702	Bugfix/market price carry forward on dates with activities (#7702) * Fix market price carry forward on dates with activities * Update changelog	2 weeks ago
Thomas Kaul	c542997d27	Task/extract public portfolio endpoint logic to service (#7699) Extract logic to service	2 weeks ago
Thomas Kaul	3d9352255d	Feature/extend holdings table of AI prompt with activities count (#7700) * Extend holdings table with activities count * Update changelog	2 weeks ago
Thomas Kaul	745a0eed35	Feature/extend holdings table of AI prompt with date of first activity (#7698) * Extend holdings table with date of first activity * Update changelog	2 weeks ago
Thomas Kaul	a55b9f212b	Bugfix/missing close price in historical market data (#7694) * Fix missing close price in historical market data of Yahoo Finance service * Discard market prices carried forward beyond the data of the data provider * Update changelog	2 weeks 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 weeks ago
Thomas Kaul	96d56dfb2d	Bugfix/unused custom asset profiles created by activities import (#7673) * Fix unused custom asset profiles created by activities import * Update changelog	2 weeks ago