Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
...
* Refactor dividend import
* Update changelog
3 months ago
Kenrick Tandrian
3943ca9f88
Feature/extend holdings endpoint to include performance with currency effects for cash positions ( #5650 )
...
* Extend holdings endpoint to include performance with currency effects for cash positions
* Update changelog
3 months ago
Thomas Kaul
a6011f2c47
Task/remove deprecated public Stripe key ( #6124 )
...
* Remove deprecated public Stripe key
* Update changelog
3 months ago
Thomas Kaul
a1fab9fdf3
Task/upgrade stripe to version 20.1.0 ( #6132 )
...
* Upgrade stripe to version 20.1.0
* Update changelog
3 months ago
Thomas Kaul
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
...
* Fix jsonpath import
* Update changelog
3 months ago
Kenrick Tandrian
742415833c
Task/upgrade to Nx 22.3.3 and Angular 21.0 ( #6109 )
...
* chore(deps): upgrade to Nx 22.3.3 and Angular 21.0
* feat(nx): run migrations
* fix(ts): change module and moduleResolution for api
* feat(ts): remove duplicates of bundler module resolution
* fix(ts): enable ESM interoperability
* fix(api): update imports
* fix(ts): set module to preserve in api spec
* fix(ts): update target
* resolve comments
* fix(api): set jest moduleNameMapper
* fix(ts): update tsconfig in api spec
* fix(api): revert import changes
* fix(apps): revert unnecessary changes
* fix(client): change marked js file
* fix(deps): remove duplicates
4 months ago
Thomas Kaul
0f9bebcf82
Task/eliminate ngx-stripe ( #6116 )
...
* Eliminate ngx-stripe
* Update changelog
4 months ago
Paul van der lei
ee1f606b59
Feature/create endpoint to get all platforms ( #6097 )
...
* Create endpoint to get all platforms
* Update changelog
4 months ago
Vahant Sharma
e668c6465e
Bugfix/time in market for impersonation mode ( #6103 )
...
* Fix time in market for impersonation mode
* Update changelog
4 months ago
Thomas Kaul
042d33aa00
Task/refactor read platforms permission ( #6095 )
...
* Refactor read platforms permission
4 months ago
Eduardo Almeida
7b885a11e2
Bugfix/fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source ( #6090 )
...
* Fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source
* Update changelog
4 months ago
Sven Günther
1fa96536e0
Task/include first and last date of each calendar year in getChartDateMap() ( #6069 )
...
* Include first and last date of each calendar year in getChartDateMap()
* Update changelog
4 months ago
Thomas Kaul
2feef3a17e
Task/refresh cryptocurrencies list 20251215 ( #6073 )
...
* Update cryptocurrencies.json
* Update changelog
4 months ago
Johnson Towoju
de3f0c4207
Feature/extend FIRE page with projection information at retirement date ( #6034 )
...
* Extend FIRE page with projection information at retirement date
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Germán Martín
4cd16c33f8
Feature/OIDC authentication ( #5981 )
...
* Set up OIDC authentication
* Update changelog
4 months ago
Thomas Kaul
9aa73f74f8
Feature/data source transformation in import for self-hosted environments ( #6032 )
...
* Introduce data source transformation support for self-hosted environments
* Update changelog
4 months ago
Thomas Kaul
ccea6481ab
Task/prettify files 20251204 ( #6033 )
...
* Prettify files
4 months ago
Thomas Kaul
154dbf37a8
Task/remove return type in parseSector() of YahooFinanceService ( #6006 )
...
* Remove return type
4 months ago
Thomas Kaul
be947f3710
Bugfix/user endpoint of admin control panel ( #6021 )
...
* Fix user endpoint
* Update changelog
5 months ago
Thomas Kaul
d0d1a2ac88
Task/extend subscription offer key type ( #6022 )
...
* Extend SubscriptionOfferKey
5 months ago
Thomas Kaul
f796ea628e
Bugfix/improve search by name in FMP service ( #6012 )
...
* Improve search by name
* Update changelog
5 months ago
Thomas Kaul
388f829741
Task/refactor query parameters in data provider services ( #6011 )
...
* Refactor query parameters
* Update changelog
5 months ago
Thomas Kaul
a2498a54a6
Bugfix/countries in FMP service ( #6005 )
...
* Introduce countries mapping
* Update changelog
5 months ago
Thomas Kaul
d341c4804a
Feature/improve asset profile data gathering ( #5997 )
...
* Improve asset profile data gathering
* Update changelog
5 months ago
Thomas Kaul
f18301c89e
Task/remove obsolete includeDrafts attribute in public controller ( #5975 )
...
* Remove obsolete includeDrafts attribute
5 months ago
Thomas Kaul
2765fb1df7
Task/refactor from v4 as uuidv4 from uuid to crypto.randomUUID() ( #5990 )
...
* Refactor from v4 as uuidv4 from uuid to randomUUID() from node:crypto
* Update changelog
5 months ago
Sven Günther
e1e455da86
Bugfix/exchange rate calculation when converting derived currencies ( #5961 )
...
* Fix exchange rate calculation when converting derived currencies
* Update changelog
5 months ago
Thomas Kaul
9bb7bb1b37
Task/refresh cryptocurrencies list 20251121 ( #5967 )
...
* Update cryptocurrencies.json
* Update changelog
5 months ago
Thomas Kaul
0673aa24e6
Bugfix/edit of draft activities ( #5974 )
...
* Fix edit of draft activities
* Update changelog
5 months ago
Thomas Kaul
64b4741450
Feature/improve transform data source in request and response interceptor ( #5972 )
...
* Resolve data source of GHOSTFOLIO data provider
* Update changelog
5 months ago
Thomas Kaul
6f9e466aa2
Feature/add authentication method to user detail dialog ( #5970 )
...
* Extend user detail dialog
* Update changelog
5 months ago
Kenrick Tandrian
362997324e
Task/enforce module boundaries for ui module ( #5947 )
...
* feat(lib): move ConfirmationDialogType to common lib
* fix(lib): move SubscriptionType to enums
* feat(lib): move validateObjectForForm util to common lib
* feat(lib): move GfDialogFooterComponent to ui lib
* feat(lib): move GfDialogHeaderComponent to ui lib
5 months ago
Thomas Kaul
6edc919f0d
Task/ignore forex in search results of FMP service ( #5951 )
...
* Ignore forex in search
* Update changelog
5 months ago
Thomas Kaul
36b777081f
Feature/add black weeks 2025 blog post ( #5942 )
...
* Add Black Weeks 2025 blog post
* Update changelog
5 months ago
Kenrick Tandrian
6deaccfe16
Task/enforce module boundaries for client module ( #5944 )
...
* feat(lib): move SymbolPipe to common lib
* feat(lib): move CreateAccountBalanceDto to common lib
* feat(lib): move IsCurrencyCode validator to common lib
* feat(lib): move UpdateAssetProfileDto to common lib
* feat(lib): move UpdateUserSettingDto to common lib
* feat(lib): move CreateAccessDto to common lib
* feat(lib): move UpdateAccessDto to common lib
* feat(lib): move CreateTagDto to common lib
* feat(lib): move UpdateTagDto to common lib
* feat(lib): move CreatePlatformDto to common lib
* feat(lib): move UpdatePlatformDto to common lib
* feat(lib): move CreateOrderDto to common lib
* feat(lib): move UpdateOrderDto to common lib
* feat(lib): move RuleSettings interface to common lib
* feat(lib): move CreateAccountDto TransferBalanceDto UpdateAccountDto to common lib
* feat(lib): move CreateAccountWithBalancesDto to common lib
* feat(lib): move CreateAssetProfileDto and CreateAssetProfileWithMarketDataDto to common lib
* feat(lib): move AuthDeviceDto to common lib
* feat(lib): move simplewebauthn interfaces to common lib
This includes AssertionCredentialJSON, AttestationCredentialJSON, PublicKeyCredentialCreationOptionsJSON, PublicKeyCredentialRequestOptionsJSON.
* feat(lib): move UpdateMarketDataDto to common lib
* feat(lib): move UpdateBulkMarketDataDto to common lib
* feat(lib): move CreateWatchlistItemDto to common lib
* feat(lib): move DeleteOwnUserDto to common lib
* feat(lib): move UserItem interface to common lib
* feat(lib): move UpdateOwnAccessTokenDto to common lib
* feat(lib): move PropertyDto to common lib
5 months ago
Sven Günther
9d25d5c5f4
Feature/automatically gather required exchange rates ( #5917 )
...
* Automatically gather required exchange rates
* Update changelog
5 months ago
Germán Martín
66a3e319a8
Feature/separate Google OAuth and token authentication ( #5915 )
...
* Separate Google OAuth and token authentication
* Update changelog
5 months ago
Kenrick Tandrian
a57b670d7b
Task/enforce module boundaries for api and common modules ( #5925 )
...
* feat(lint): allow circular self deps
* feat(lint): enforce module boundaries
* feat(lib): move data provider response interface to common
* feat(lib): move symbol item interface to common
* feat(lib): move activity interface to common
* feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files
* feat(lint): temporarily disable @nx/enforce-module-boundaries for client files
* feat(lint): ignore circular deps between client and ui
* feat(common): implement barrel export for data provider response interface
* feat(common): implement barrel export for activity interface
* feat(common): implement barrel export for symbol item interface
5 months ago
Thomas Kaul
9f878c42f4
Task/refactor getHolding() in portfolio service ( #5898 )
...
* Refactor getHolding() if no holding has been found
* Update changelog
5 months ago
Thomas Kaul
9383fc00cb
Task/introduce interface for get account response ( #5902 )
...
* Introduce interface for get account response
5 months ago
Arghya Das
697ecfe9bd
Feature/add endpoint to get user by id ( #5910 )
...
* Add endpoint to get user by id
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
Germán Martín
1ae3519d7f
Bugfix/assign admin role to first user signing up ( #5914 )
...
* Assign admin role to first user signing up
* Update changelog
5 months ago
Thomas Kaul
a5f934460b
Task/introduce interface for get admin users response ( #5903 )
...
* Introduce interface for get admin users response
5 months ago
Thomas Kaul
a4040c3c3c
Task/remove Internet Identity as social login provider ( #5891 )
...
* Remove Internet Identity
* Update changelog
6 months ago
Sven Günther
96cad6ad7a
Feature/atomic data replacement during historical market data gathering ( #5858 )
...
* Atomic data replacement during historical market data gathering
* Update changelog
6 months ago
Thomas Kaul
5598b3780c
Feature/set up unit test for BTCEUR in base currency EUR ( #5778 )
...
* Set up test
6 months ago
Kenrick Tandrian
4ecfdadda4
Task/resolve @typescript-eslint/no-unsafe-function-type ESLint rule ( #5889 )
...
* fix(lint): remove @typescript-eslint/no-unsafe-function-type override
* fix(lint): resolve eslint errors
6 months ago
Kenrick Tandrian
b705b8f07b
Task/resolve @typescript-eslint/prefer-regexp-exec ESLint rule ( #5885 )
...
* fix(lint): remove @typescript-eslint/prefer-regexp-exec override
* fix(lint): resolve eslint errors
6 months ago
Thomas Kaul
7e5b2ce980
Feature/refresh cryptocurrencies list 20251031 ( #5880 )
...
* Update cryptocurrencies.json
* Update changelog
6 months ago
Thomas Kaul
d7f3578ef9
Task/add error logging to symbol lookup in Trackinsight data enhancer ( #5872 )
...
* Add error logging
* Update changelog
6 months ago
Vansh
7dc74fe681
Task/refactor column definitions in AI service ( #5834 )
...
* Refactor column definitions in AI service
* Update changelog
6 months ago
vitalymatyushik
31e2346101
Bugfix/market price in base currency during the portfolio snapshot calculation ( #5828 )
...
* Add fallback for market price in base currency
* Update changelog
6 months ago
Thomas Kaul
e03f58feff
Task/refactor Activities interface to ActivitiesResponse interface ( #5835 )
...
* Refactor Activities interface to ActivitiesResponse interface
6 months ago
Sven Günther
0ec9c1dd93
Bugfix/custom asset name rendering in import activities dialog ( #5787 )
...
* Fix custom asset name rendering in import activities dialog
* Update changelog
6 months ago
David Requeno
1f6b061ab0
Task/migrate tablemark to v4 ( #5809 )
...
* Migrate tablemark to v4
* Update changelog
6 months ago
Vansh
0b28da879b
Task/extend export response by performanceCalculationType ( #5816 )
...
* Extend export response by performanceCalculationType
* Update changelog
6 months ago
Harsh Santwani
852ed98d0f
Task/move prisma.config.ts to .config/prisma.ts ( #5821 )
...
* Move prisma.config.ts to .config/prisma.ts
* Update changelog
6 months ago
danielochinasa
37ab31ea72
Task/format value in Buying Power rule ( #5824 )
...
* Format value in Buying Power rule
* Update changelog
6 months ago
Szymon Łągiewka
2b727f867f
Bugfix/include missing dotenv packages ( #5817 )
...
* Include missing dotenv packages
6 months ago
Thomas Kaul
f19d9c78aa
Task/clean up unused eslint-disable-next-line directives ( #5782 )
...
* Clean up unused eslint-disable-next-line directives
6 months ago
Thomas Kaul
edcc140428
Task/introduce interface for create Stripe checkout session response ( #5791 )
...
* Introduce interface
6 months ago
Szymon Łągiewka
ceace870a8
Task/upgrade ioredis to forfeit overriding defaults ( #5813 )
...
* Upgrade ioredis to forfeit overriding defaults
* Update changelog
6 months ago
Harsh Santwani
9b51c2da5d
Task/improve typings of getOrderById() functionality ( #5810 )
...
* Improve typings of getOrderById() functionality
6 months ago
Ani07-05
7ee38d0067
Task/refactor Export interface to ExportResponse interface ( #5805 )
...
* Refactor Export interface to ExportResponse interface
6 months ago
Dibyendu Sahoo
b915c9554e
Task/extend rule settings interface by locale ( #5802 )
...
* Extend rule settings interface by locale
6 months ago
Vansh
3b4705405b
Task/improve typings of getAsset() functionality ( #5804 )
...
* Improve typings of getAsset() functionality
6 months ago
Thomas Kaul
be0ddd6298
Task/harmonize interfaces naming ( #5796 )
...
* Harmonize interfaces naming
6 months ago
vitalymatyushik
24234591c9
Task/improve typings of getInfo() functionality ( #5803 )
...
* Improve typings
6 months ago
David Requeno
5bfcceb959
Task/auto-pad holdings table in AI prompt using tablemark ( #5772 )
...
* Auto-pad holdings table in AI prompt using tablemark
* Update changelog
6 months ago
s-vamshi
a65523fd04
Feature/allow data gathering by date range ( #5762 )
...
* Allow data gathering by date range
* Update changelog
6 months ago
Google
71b375ea92
Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )
...
* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse
6 months ago
Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
...
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
6 months ago
Sven Günther
1daa980824
Bugfix/import of activity with MANUAL data source (CSV file) ( #5749 )
...
* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Thomas Kaul
04d6d9cfa9
Bugfix/total buy and sell calculation in summary ( #5759 )
...
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
6 months ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
...
* Refactor PortfolioDividends to PortfolioDividendsResponse
6 months ago
Thomas Kaul
103c15ca31
Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )
...
* Use currency from user settings
* Update changelog
6 months ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
...
* Refactor interest to interestInBaseCurrency
6 months ago
Thomas Kaul
3034745e7d
Feature/improve currency validation in getAssetProfiles() functionality of data provider service ( #5747 )
...
* Improve currency validation
* Update changelog
6 months ago
Thomas Kaul
058d7caacd
Bugfix/respect includeIndices flag in search functionality of FMP service ( #5746 )
...
* Respect includeIndices in search()
* Update changelog
6 months ago
Thomas Kaul
948df81a0d
Feature/use asset profile resolutions in getQuotes() of FMP service (part 2) ( #5750 )
...
* Use asset profile resolutions in getQuotes()
6 months ago
Thomas Kaul
2ff02a0a9c
Feature/improve currency validation in search functionality of data provider service ( #5745 )
...
* Improve currency validation
* Update changelog
6 months ago
Thomas Kaul
8d6153fa52
Feature/use asset profile resolutions in getQuotes() of FMP service ( #5743 )
...
* Use asset profile resolutions in getQuotes()
* Update changelog
6 months ago
Lagmator22
20da95239e
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )
...
* Refactor liabilities to liabilitiesInBaseCurrency
6 months ago
Szymon Łągiewka
fc4d5774fa
Bugfix/enable IPv6 connectivity for Redis in job queue module ( #5726 )
...
* Enable IPv6 connectivity for Redis in job queue module
* Update changelog
6 months ago
Thomas Kaul
a9f38aaf90
Task/remove deprecated position endpoints from portfolio controller ( #5733 )
...
* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog
6 months ago
Tanbir Ali
d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )
...
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
6 months ago
Sven Günther
c5c1192900
Bugfix/import of custom asset profiles ( #5670 )
...
* Import of custom asset profiles
* Update changelog
6 months ago
Thomas Kaul
948233c651
Task/remove @IsOptional() from dataSource in CreateOrderDto ( #5703 )
...
* Remove is @IsOptional() from dataSource
6 months ago
Thomas Kaul
7642d82318
Bugfix/add missing type of access id in get public portfolio endpoint ( #5690 )
...
* Add missing type
6 months ago
Szymon Łągiewka
7761c764b5
Bugfix/fix server startup message to properly display IPv6 addresses ( #5716 )
...
* Fix server startup message to properly display IPv6 addresses
* Update changelog
6 months ago
Germán Martín
20a756a376
Feature/add support to update granted access ( #5566 )
...
* Add support to update granted access
* Update changelog
6 months ago
Thomas Kaul
180e0f3c81
Feature/add date range query parameter to data gathering endpoint ( #5684 )
...
* Add date range
* Update changelog
6 months ago
Flavien Lankai-Mills
c173998677
Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )
...
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
7 months ago
Thomas Kaul
b61f470854
Bugfix/fix exception in get asset profile functionality of FMP service ( #5663 )
...
* Add missing guard
* Update changelog
7 months ago
Thomas Kaul
e9c42598db
Feature/improve support for mutual funds in FMP service ( #5651 )
...
* Improve support for mutual funds in getAssetProfile()
* Update changelog
7 months ago
Thomas Kaul
6ff1d65a70
Feature/add safe withdrawal rate to user settings ( #5629 )
...
* Add safe withdrawal rate to user settings
* Update changelog
7 months ago
Thomas Kaul
a86afee6e6
Task/reuse blog path of public routes in sitemap service ( #5608 )
...
* Reuse blog path of public routes
7 months ago
Thomas Kaul
90b28ea74f
Feature/add hacktoberfest 2025 blog post ( #5584 )
...
* Add blog post: Hacktoberfest 2025
* Update changelog
7 months ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
...
* Remove ITEM from Type enum
* Update changelog
7 months ago
Kenrick Tandrian
ef5661d81c
Bugfix/investment calculation when selling all units of holding ( #5509 )
...
* Fix investment calculation when selling all units of holding
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago