918 Commits

Author SHA1 Message Date
csehatt741
589eefaa76
Feature/extend AI prompt API by mode (#4395)
* Extend AI prompt API by mode

* Update changelog
2025-03-07 19:48:52 +01:00
csehatt741
3a09996ca1
Bugfix/fix functionality to delete asset profile of custom currency (#4354)
* Fix functionality to delete asset profile of custom currency

* Update changelog
2025-03-05 20:25:32 +01:00
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381)
* Introduce Promise.all()

* Update changelog
2025-03-02 17:01:36 +01:00
Thomas Kaul
8f4f29571b
Bugfix/fix export functionality of platforms (#4379)
* Fix export functionality of platforms

* Update changelog
2025-03-02 09:10:51 +01:00
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350)
* Add createdAt to snapshot and public portfolio endpoint response

* Update changelog

---------

Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-28 21:00:02 +01:00
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms (#4360)
* Extend export by platforms

* Update changelog
2025-02-27 20:59:12 +01:00
Thomas Kaul
8f165d46e0
Feature/add cusip to asset profile model (#4347)
* Add CUSIP

* Update changelog
2025-02-25 19:48:22 +01:00
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count (#4352)
* Extend portfolio snapshot by activities count

* Update changelog
2025-02-24 21:54:53 +01:00
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint (#4351)
* Add activities count to GET user endpoint

* Update changelog
2025-02-23 08:50:59 +01:00
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags (#4337)
* Extend export by tags

* Update changelog
2025-02-22 09:20:39 +01:00
Thomas Kaul
69a0de28cd
Bugfix/fix issue with symbol profile overrides in historical market data table of admin control panel (#4339)
* Respect symbol profile overrides in market data controller (GET)

* Update changelog
2025-02-20 19:40:27 +01:00
Thomas Kaul
b2698fccbd
Feature/improve validation of currency management in admin control panel (#4334)
* Improve validation of currency management

* Update changelog
2025-02-19 17:25:54 +01:00
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs (#4325)
* Reorganize benchmark modules and move benchmarks endpoint
2025-02-15 15:50:41 +01:00
Thomas Kaul
ab9133fa24
Bugfix/fix gaps in chart of benchmark comparator (#4311)
* Fix benchmark interval

* Update changelog
2025-02-15 10:53:06 +01:00
Thomas Kaul
f1ab3ff8e8
Feature/modernize tags endpoint (#4317)
* Modernize tags endpoint

* Update changelog
2025-02-15 10:00:14 +01:00
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component (#4308)
* Allow creating custom tags from holding detail dialog component

* Extend create tag endpoint

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-15 08:48:53 +01:00
Amandee Ellawala
ab379f9abf
Feature/extend holding detail dialog by historical market data editor (#4281)
* Extend holding detail dialog by historical market data editor

* Update changelog
2025-02-12 21:21:31 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific

* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan

* Update changelog
2025-02-11 21:17:30 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets

* Update changelog
2025-02-07 18:08:14 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe

* Update changelog
2025-02-04 19:58:50 +01:00
Thomas Kaul
8878212487
Feature/expire snapshot cache on holding tags change (#4277)
* Expire snapshot cache on holding tags change

* Update changelog
2025-02-03 15:23:37 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america

* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
40b628e0e7
Feature/extend search by isin in financial modeling prep service (#4204)
* Extend search by ISIN

* Update changelog
2025-01-18 10:50:52 +01:00
Ivan Kruglov
d5e64eaed4
Bugfix/fix issue with import of activities with type FEE (#4187)
* Fix import of activity with type FEE

* Update changelog
2025-01-15 20:34:03 +01:00
Thomas Kaul
e4968dbea7
Feature/extend health check endpoint by database and cache operations (#4188)
* Extend health check endpoint by database and cache operations

* Update changelog
2025-01-15 20:29:43 +01:00
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents (#4170)
* Refactored various lodash functions with native JavaScript equivalents

* Update changelog
2025-01-11 11:12:42 +01:00
Thomas Kaul
86683a5bf3
Bugfix/fix AI prompt endpoint (#4185) 2025-01-09 18:28:42 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page (#4176)
* Add copy AI prompt to clipboard action

* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
2e72ac7faf
Feature/format quotes in info service urls (#4174)
* Format quotes
2025-01-03 13:36:26 +01:00
Szymon Łągiewka
87f6357d74
Feature/send original MIME type in logo endpoint (#4173)
* Send original MIME type in logo endpoint

* Update changelog
2025-01-02 10:09:40 +01:00
Thomas Kaul
bbbd974be6
Bugfix/improve handling of missing url in logo service (#4171)
* Improve handling of missing url

* Update changelog
2025-01-02 06:35:11 +01:00
Szymon Łągiewka
7a602ea2d6
Feature/remove got in favor of using fetch (#4154)
* Remove got in favor of using fetch

* Update changelog
2025-01-01 09:16:40 +01:00
Szymon Łągiewka
74bc8222d6
Feature/Refactored got calls to use AbortSignal.timeout() without AbortController() (#4153)
* Feature/refactor got calls to use AbortSignal.timeout

Instead of manually creating AbortController and controlling the abort
with setTimeout.

Feature available since node v16.14.0 and v17.3.0[^1] and is built to
replace the exact scenario that all these requests have.

[^1]:https://nodejs.org/docs/latest-v22.x/api/globals.html#static-method-abortsignaltimeoutdelay

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-12-30 10:46:53 +01:00
Thomas Kaul
615278a887
Feature/improve automatic deletion of unused asset profiles (#4149)
* Improve automatic deletion of unused asset profiles

* Update changelog
2024-12-29 19:44:14 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access (#4146)
* Add user interface for received access

* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)

* Set up Asset Class Cluster Risk rule (fixed income)

* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint (#4125)
* Move market data management from admin to dedicated endpoint

* Update changelog
2024-12-15 20:18:42 +01:00
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories (#4108)
* Hide empty rule categories

* Update changelog
2024-12-14 11:37:39 +01:00
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 (#4123)
* Update translations

* Update changelog
2024-12-14 11:19:15 +01:00
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema (#4122)
* Add userId to SymbolProfile database schema

* Update changelog
2024-12-14 10:43:35 +01:00
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary (#4116)
* Refactor report statistics
2024-12-12 15:23:13 +01:00
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator (#4113)
* Fix exception in portfolio calculator

* Update changelog
2024-12-08 18:57:22 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page

* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator (#4109)
* Fix exception in portfolio calculator

* Update changelog
2024-12-07 21:41:21 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider (#4086)
* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider (#4081)
* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel (#4076)
* Extend users table

* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider (#4016)
* Set up Ghostfolio data provider

* Update translations

* Update changelog
2024-11-24 19:49:08 +01:00