1285 Commits

Author SHA1 Message Date
Kenrick Tandrian
416fa44cf0
Feature/create watchlist API endpoints (#4570)
* 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)
* 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)
* 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)
* Migrate lookup by ISIN to stable API version

* Update changelog
2025-04-21 16:29:05 +02:00
Thomas Kaul
1ae5ba7f8a
Feature/parallelize asset profile requests in get quotes functionality of Financial Modeling Prep service (#4569)
* Parallelize asset profile requests

* Update changelog
2025-04-21 07:42:32 +02:00
Thomas Kaul
b6f87e46a7
Bugfix/fix asset class parsing in Financial Modeling Prep service for exchange rates (#4559)
* Fix the asset class parsing

* Update changelog
2025-04-18 14:41:55 +02:00
Thomas Kaul
f29f201a4f
Bugfix/add missing isActive flag in asset profile of custom currency (#4557)
* Add missing isActive flag

* Update changelog
2025-04-18 14:04:39 +02:00
Thomas Kaul
db38806812
Feature/refresh cryptocurrencies list 20250417 (#4548)
* Update cryptocurrencies.json

* Update changelog
2025-04-18 11:15:51 +02:00
csehatt741
3361666f63
Feature/activity in custom currency (#4486)
* Activity in custom currency

* Update changelog

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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)
* 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)
* 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)
* 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)
* 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)
* 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
Thomas Kaul
d1a4cb5037
Feature/improve financial modeling prep service (#4528)
* Improve service

* Set maximum number of symbols per request
* Migrate getQuotes to stable API version

* Update changelog
2025-04-11 19:04:03 +02:00
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel (#4520)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* Add isActive to SymbolProfile model

* Update changelog
2025-03-24 20:55:41 +01:00
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service (#4472)
* Fix symbol validation

* Add test cases
2025-03-22 17:52:16 +01:00
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service (#4473)
* 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)
* 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)
* 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)
* Add endpoint to localize site.webmanifest

* Refactor rootUrl

* Update changelog

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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)
* 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
Thomas Kaul
d8b305a343
Feature/add Storybook to sitemap.xml (#4452)
* Add Storybook

* Update changelog
2025-03-20 08:04:02 +01:00
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set (#4387)
* 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)
* 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)
* Fix import with account balances

* Update changelog
2025-03-17 22:27:22 +01:00
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory (#4454)
* Refactor portfolio calculator factory
2025-03-17 21:21:09 +01:00
Thomas Kaul
f17a95eb48
Feature/refresh cryptocurrencies list 20250316 (#4449)
* Update cryptocurrencies.json

* Update changelog
2025-03-16 20:59:49 +01:00
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI (#4453)
* Rename TWR to ROAI
2025-03-16 20:59:21 +01:00
Thomas Kaul
5783497a66
Feature/improve symbol validation in Yahoo Finance service (#4445)
* Improve symbol validation

* Update changelog
2025-03-16 10:42:35 +01:00
Thomas Kaul
755ab15755
Feature/format name in financial modeling prep service (#4441)
* Format name

* Update changelog
2025-03-15 18:47:07 +01:00
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview (#4439)
* Remove exchange rates

* Update changelog
2025-03-15 18:25:15 +01:00
Thomas Kaul
2f868b8902
Feature/add guard to TransformDataSourceInRequestInterceptor (#4438)
* Add guard
2025-03-15 12:22:24 +01:00
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy (#4437)
* Fix issue with serving Storybook related to contentSecurityPolicy

* Update changelog
2025-03-15 11:57:01 +01:00
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider (#4420)
* Extend Ghostfolio data provider
2025-03-10 20:45:41 +01:00
Thomas Kaul
6bdfd8984f
Bugfix/fix fetching dividend and historical market data in Financial Modeling Prep service (#4416)
* Add default values

* Update changelog
2025-03-09 12:28:33 +01:00
Thomas Kaul
52081d6741
Bugfix/exclude Storybook from html template middleware (#4414)
* Exclude storybook

* Update changelog
2025-03-09 12:07:23 +01:00
csehatt741
cb1f488eb4
Feature/extend export by account balances (#4390)
* 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)
* 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)
* 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
Matt Fiddaman
6cdcf9622e
Bugfix/handle exception in benchmark service related to unnamed asset profiles (#4355)
* Handle exception in benchmark service related to unnamed asset profiles 

* Update changelog
2025-03-01 15:16:21 +01:00