Thomas Kaul
862de91e7b
Feature/respect watcher count in delete asset profile checkbox ( #4609 )
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* Respect watchedByCount in delete asset profile checkbox
* Update changelog
2025-04-27 09:46:25 +02:00
Thomas Kaul
d2452791cc
Feature/update create watchlist item permission ( #4608 )
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* Remove createWatchlistItem permission
2025-04-26 21:47:03 +02:00
Thomas Kaul
7fb0f9b6e8
Feature/refactor import service ( #4599 )
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* Refactoring
2025-04-26 07:02:31 +02:00
Thomas Kaul
50e7e3d3c7
Feature/simplify data source checks in DTOs ( #4581 )
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* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
2025-04-23 20:24:08 +02:00
Thomas Kaul
e67ccea673
Feature/rename User to user in subscription database schema ( #4576 )
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* Rename User to user
* Update changelog
2025-04-22 19:38:03 +02:00
Kenrick Tandrian
416fa44cf0
Feature/create watchlist API endpoints ( #4570 )
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* Create watchlist API endpoints
* Update changelog
2025-04-21 20:19:59 +02:00
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
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* Add performance calculation type to user settings
* Update changelog
2025-04-21 19:28:31 +02:00
Thomas Kaul
3091c3f080
Feature/rename Subscription to subscriptions in user database schema ( #4575 )
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* Rename Subscription to subscriptions
* Update changelog
2025-04-21 16:30:01 +02:00
Thomas Kaul
d6e0b499d9
Feature/migrate lookup by ISIN in Financial Modeling Prep service to stable API version ( #4573 )
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* Migrate lookup by ISIN to stable API version
* Update changelog
2025-04-21 16:29:05 +02:00
Thomas Kaul
f29f201a4f
Bugfix/add missing isActive flag in asset profile of custom currency ( #4557 )
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* Add missing isActive flag
* Update changelog
2025-04-18 14:04:39 +02:00
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
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* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-04-18 11:11:49 +02:00
Thomas Kaul
07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels ( #4549 )
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* Fix upgrade vs. renew subscription button labels
2025-04-17 20:33:11 +02:00
Thomas Kaul
d23dfadbd0
Bugfix/fix active subscription in user table of admin control ( #4544 )
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* Fix active subscription
* Update changelog
2025-04-17 17:47:36 +02:00
Thomas Kaul
94e53c7d4a
Feature/move subscription offer from info to user service ( #4533 )
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* Move subscription offer from info to user service
* Update changelog
2025-04-16 20:57:28 +02:00
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
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* Optimize query in getRange()
* Update changelog
2025-04-16 20:48:43 +02:00
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) ( #4524 )
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* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-04-16 07:44:42 +02:00
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel ( #4520 )
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* Add status column to market data table in admin control panel
* Update changelog
2025-04-09 19:33:00 +02:00
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
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* Add data gathering toggle to asset profile details dialog
* Update changelog
2025-04-05 10:52:31 +02:00
Marcin Szymański
5754f01819
Feature/improve check for duplicates in preview step of activities import (comments) ( #4498 )
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* Improve check for duplicates in preview step of activities import (comments)
* Update changelog
2025-04-04 22:10:26 +02:00
Tobias Kugel
91394160b9
Feature/Allow to edit identifier in asset profile dialog ( #4469 )
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* Allow to edit identifier in asset profile dialog
* Update changelog
2025-03-30 10:26:57 +02:00
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
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* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-25 20:54:56 +01:00
Thomas Kaul
31be526c11
Feature/restrict historical market data gathering to active asset profiles ( #4483 )
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* Restrict historical market data gathering to active asset profiles
* Update changelog
2025-03-25 19:53:19 +01:00
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
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* Add isActive to SymbolProfile model
* Update changelog
2025-03-24 20:55:41 +01:00
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service ( #4473 )
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* Extend data sources
2025-03-22 17:51:43 +01:00
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
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* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 10:56:01 +01:00
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
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* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
2025-03-22 10:21:28 +01:00
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
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* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 09:36:45 +01:00
csehatt741
198f73db00
Feature/improve export by applying filters on accounts and tags ( #4425 )
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* Improve export by applying filters on accounts and tags
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-21 20:58:47 +01:00
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
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* Replace lodash.uniq with Array.from + Set
* Update chagnelog
2025-03-19 21:10:19 +01:00
csehatt741
efc0b1bf5a
Feature/support filters in AI prompt API ( #4431 )
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* Support filters in AI prompt API
* Update changelog
2025-03-18 20:13:24 +01:00
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
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* Fix import with account balances
* Update changelog
2025-03-17 22:27:22 +01:00
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
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* Refactor portfolio calculator factory
2025-03-17 21:21:09 +01:00
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
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* Rename TWR to ROAI
2025-03-16 20:59:21 +01:00
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
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* Remove exchange rates
* Update changelog
2025-03-15 18:25:15 +01:00
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
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* Extend Ghostfolio data provider
2025-03-10 20:45:41 +01:00
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
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* Extend export by account balances
* Update changelog
2025-03-09 10:56:39 +01:00
Ken Tandrian
bdde9dd314
Task/upgrade to simplewebauthn version 13.1 ( #4407 )
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* Upgrade to simplewebauthn version 13.1
* Update changelog
2025-03-08 21:33:47 +01:00
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
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* 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 )
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* 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 )
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* Introduce Promise.all()
* Update changelog
2025-03-02 17:01:36 +01:00
Thomas Kaul
8f4f29571b
Bugfix/fix export functionality of platforms ( #4379 )
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* 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 )
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* 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 )
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* 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 )
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* Add CUSIP
* Update changelog
2025-02-25 19:48:22 +01:00
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Improve validation of currency management
* Update changelog
2025-02-19 17:25:54 +01:00
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs ( #4325 )
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* Reorganize benchmark modules and move benchmarks endpoint
2025-02-15 15:50:41 +01:00
