Commit Graph

1614 Commits (ba15da695b8792af8ccb5901c19be17735d058d8)

Author SHA1 Message Date
Tanbir Ali d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response (#5709)
6 months ago
Sven Günther c5c1192900
Bugfix/import of custom asset profiles (#5670)
6 months ago
Thomas Kaul 948233c651
Task/remove @IsOptional() from dataSource in CreateOrderDto (#5703)
6 months ago
Thomas Kaul 7642d82318
Bugfix/add missing type of access id in get public portfolio endpoint (#5690)
6 months ago
Szymon Łągiewka 7761c764b5
Bugfix/fix server startup message to properly display IPv6 addresses (#5716)
6 months ago
Germán Martín 20a756a376
Feature/add support to update granted access (#5566)
7 months ago
Thomas Kaul 180e0f3c81
Feature/add date range query parameter to data gathering endpoint (#5684)
7 months ago
Flavien Lankai-Mills c173998677
Task/refactor fire wealth from number to object in portfolio summary interface (#5644)
7 months ago
Thomas Kaul b61f470854
Bugfix/fix exception in get asset profile functionality of FMP service (#5663)
7 months ago
Thomas Kaul e9c42598db
Feature/improve support for mutual funds in FMP service (#5651)
7 months ago
Thomas Kaul 6ff1d65a70
Feature/add safe withdrawal rate to user settings (#5629)
7 months ago
Thomas Kaul a86afee6e6
Task/reuse blog path of public routes in sitemap service (#5608)
7 months ago
Thomas Kaul 90b28ea74f
Feature/add hacktoberfest 2025 blog post (#5584)
7 months ago
Thomas Kaul 364b2f020e
Feature/remove ITEM as order type enum (#5583)
7 months ago
Kenrick Tandrian ef5661d81c
Bugfix/investment calculation when selling all units of holding (#5509)
7 months ago
David Requeno 11c51698d7
Feature/extend public portfolio page with latest activities (#5538)
7 months ago
Thomas Kaul e2382834c3
Bugfix/add unit price in asset profile currency to redacted values (#5547)
7 months ago
Thomas Kaul 2ab37ef7be
Feature/refresh cryptocurrencies list 20250917 (#5543)
7 months ago
Thomas Kaul 40f5c93f43
Feature/set up asset profile resolution database table (#5533)
7 months ago
Thomas Kaul 67da647d53
Feature/upgrade yahoo-finance2 to version 3.10.0 (#5469)
7 months ago
Thomas Kaul f7f942d08d
Bugfix/fix pagination issue in market data and user endpoint by adding secondary sort criterion (#5521)
7 months ago
Thomas Kaul 28f28e737f
Task/refactor imports of built-in Node.js core modules (#5513)
7 months ago
Thomas Kaul 7857255ca3
Feature/improve search in Yahoo Finance service (#5518)
7 months ago
Thomas Kaul 2879645dc4
Feature/extend variations of subscription interstitials (#5486)
7 months ago
Thomas Kaul 15033c0f58
Bugfix/handling of zero buying power in static portfolio analysis rules (#5474)
8 months ago
Tobias Kugel cc9346f3de
Task/restructure portfolio report response (#5454)
8 months ago
Sven Günther e70277c66d
Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel (#5434)
8 months ago
Marcin Szymański e5baa1acd5
Bugfix/average price calculation for buy and sell activities of short positions (#5416)
8 months ago
Thomas Kaul d7bcfe871f
Bugfix/fix number of attempts in queue jobs view of admin control panel (#5447)
8 months ago
Thomas Kaul 24dde83a30
Feature/add BALN BUY and BUY test (#5455)
8 months ago
Thomas Kaul d7f8dee2eb
Feature/upgrade Stripe dependencies 20250829 (#5429)
8 months ago
Thomas Kaul f3fb123309
Feature/improve various functions of data providers (#5418)
8 months ago
Thomas Kaul af903321a2
Feature/improve error handling in data providers (part 2) (#5413)
8 months ago
Kenrick Tandrian e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d (#5405)
8 months ago
Thomas Kaul b2867b1955
Feature/randomize minutes of hourly data gathering cron job (#5403)
8 months ago
Thomas Kaul dad3c27ad9
Feature/remove DATA_SOURCES_LEGACY (#5396)
8 months ago
Thomas Kaul b5649654b2
Feature/add filter by data source for asset profiles in admin control panel (#5385)
8 months ago
Thomas Kaul b0f770e50a
Feature/improve error handling in data providers (#5387)
8 months ago
Thomas Kaul 21d337525d
Feature/extend data providers management by every data provider in use (#5386)
8 months ago
Thomas Kaul 2751dab2ac
Feature/refresh cryptocurrencies list 20250816 (#5373)
8 months ago
Thomas Kaul 7d1300bea1
Bugfix/add missing guards in getSettings() of static portfolio analysis rules (#5368)
8 months ago
Attila Cseh 2b8a7de950
Feature/extend accounts endpoint by allocations (#5358)
8 months ago
Thomas Kaul 52ea3c5e84
Feature/add buying power to static portfolio analysis rules (#5365)
8 months ago
Attila Cseh 711d716de0
Feature/extend accounts endpoint by dividend and interest (#5335)
9 months ago
Thomas Kaul bd9aae6fec
Feature/refactor search query of holdings search (#5333)
9 months ago
Attila Cseh 6de3db08ca
Feature/extend GET all accounts endpoint by search query filter (#5329)
9 months ago
Attila Cseh 7613b54514
Feature/extend activities import by tags (#5287)
9 months ago
Thomas Kaul 76d053fc85
Feature/optimize performance of sitemap service (#5309)
9 months ago
Thomas Kaul 4844a5b1ad
Feature/refactor tag handling for exclude from analysis (#5306)
9 months ago
Thomas Kaul 32e0e60fb2
Feature/refactor export service (#5276)
9 months ago
Thomas Kaul 7a5927592d
Feature/add support to exclude activity from analysis via tag (#5297)
9 months ago
Thomas Kaul cb30ea2979
Feature/restructure portfolio report response (part 2) (#5282)
9 months ago
Thomas Kaul 36491b8a60
Feature/refresh cryptocurrencies list 20250728 (#5270)
9 months ago
Joseph Bao adc00694cf
Feature/add allocations percentage to accounts table component (#4720)
9 months ago
Thomas Kaul 4b03d5a926
Feature/restructure portfolio report response (#5260)
9 months ago
Attila Cseh e001997ff8
Bugfix/activities unexpectedly listed in holdings (#5182)
9 months ago
Attila Cseh 3b92558e03
Feature/extend activities import by custom asset profiles (#5243)
9 months ago
Thomas Kaul c8c5842cec
Feature/migrate various requests to its stable API version in Financial Modeling Prep service (#5253)
9 months ago
Thomas Kaul 51f067e454
Bugfix/fix issue with currency detection in Yahoo Finance service (#5250)
9 months ago
Attila Cseh bb216e29ce
Feature/upgrade to Nx 21.2 (#5221)
9 months ago
rohit 7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks (#5145)
9 months ago
Thomas Kaul a2d5264e5f
Bugfix/fix account cluster risk rules for no accounts (#5202)
9 months ago
Attila Cseh 806df6c0c5
Feature/extend export by custom asset profiles (#5165)
9 months ago
Tobias Kugel 44ea3cba8d
Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169)
9 months ago
Thomas Kaul f861522762
Bugfix/fix clone functionality for custom asset profile activities (#5176)
9 months ago
Thomas Kaul e3546a53a5
Feature/skip errors for custom asset profiles in portfolio snapshot calculation (#5175)
9 months ago
Quan Huynh (John) 9064b8bde2
Feature/show category in rule settings dialog of X-ray (#5158)
9 months ago
Kenrick Tandrian 92d3079f2d
Bugfix/improve portfolio calculation for activity with no market data (#5130)
9 months ago
Attila Cseh c98bd0ed52
Bugfix/biometric authentication issue related to matching passkeys (#5137)
10 months ago
Attila Cseh 0addf645b0
Bugfix/fix export functionality for accounts without activities (#5116)
10 months ago
Thomas Kaul cf8eac3d44
Feature/rename Settings to settings in User database schema (#5100)
10 months ago
Thomas Kaul 55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY (#5093)
10 months ago
Thomas Kaul 9c37bca43a
Feature/rename Access to accessesGet in User database schema (#5094)
10 months ago
Thomas Kaul 64b392fa02
Feature/upgrade yahoo-finance2 to version 3.4.1 (#5072)
10 months ago
Thomas Kaul 70f7d4b119
Bugfix/extend getHistorical() and getQuotes() in RapidApiService (#5080)
10 months ago
Thomas Kaul 53127340f4
Feature/extend markets (#5076)
10 months ago
csehatt741 8b9b1c7f11
Feature/refactor getByKey() in PropertyService (#5065)
10 months ago
Thomas Kaul 7a97ec75f4
Feature/refactor portfolio service (#5063)
10 months ago
Kenrick Tandrian d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint (#5062)
10 months ago
csehatt741 bd43ea9b6c
Feature/dynamically compose public routes in sitemap (#5035)
10 months ago
csehatt741 c437bc2534
Feature/allow user to rotate Security Token (#5016)
10 months ago
Thomas Kaul 433f1686e3
Feature/rename Account to account in Order database schema (#5052)
10 months ago
Jack Ulf 559cac31bd
Feature/extend AI service by OpenRouter access (#5025)
10 months ago
Thomas Kaul 77d3121f0d
Feature/rename Account to account in AccountBalance database schema (#5049)
10 months ago
Thomas Kaul f936c69a7f
Feature/refactor scraper in manual service (#5048)
10 months ago
Thomas Kaul 3fcd611e29
Feature/extend selector handling of scraper for more use cases (#5047)
10 months ago
Thomas Kaul 1ec81d352b
Feature/restructure import test files (#4977)
10 months ago
Thomas Kaul 5dfe9b54fe
Feature/rename Analytics to analytics in User database schema (#5032)
10 months ago
csehatt741 351fd8a1d4
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038)
10 months ago
Tobias Kugel f0eb0dc7fc
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033)
10 months ago
Thomas Kaul a7a33eeb56
Bugfix/fix locale in scraper configuration (#5011)
10 months ago
Tobias Kugel 84c4d79a74
Feature/Set up account cluster risks localization (Current Investment) (#5012)
10 months ago
Thomas Kaul 24f1aeb4c6
Feature/refresh cryptocurrencies list 20250624 (#5013)
10 months ago
Thomas Kaul 738f7490f6
Feature/rename Platform to platform in Account database schema (#4999)
10 months ago
Thomas Kaul be3a9b8e83
Feature/refactor health check endpoints (#5005)
10 months ago
Kenrick Tandrian dca821e75c
Bugfix/resolve LegacyRouteConverter warning on startup (#4980)
10 months ago
Thomas Kaul 56128d8fe8
Feature/reuse root url in sitemap service (#4989)
10 months ago
Thomas Kaul 314b121584
Feature/refactor sitemap module (part 2) (#4985)
10 months ago
Thomas Kaul 029504d843
Feature/refactor sitemap module (#4983)
10 months ago
Thomas Kaul d5d74eb4db
Feature/rename GranteeUser to granteeUser in Access database schema (#4979)
10 months ago
Kenrick Tandrian 14b213c571
Bugfix/fix variable resolution in HtmlTemplateMiddleware (#4975)
10 months ago
Tobias Kugel 7a251ef749
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959)
10 months ago
Renegade Solutions b92eff5b72
Feature/switch data provider service to OnModuleInit ensuring (currency) quotes are fetched only once (#4944)
10 months ago
Thomas Kaul 5fde161eed
Feature/clean up space in AI service (#4942)
10 months ago
Thomas Kaul ab00ebee1e
Bugfix/fix missing assetlinks.json for TWA (part 2) (#4938)
10 months ago
Kenrick Tandrian ca8525a90c
Bugfix/Google Sign-in hangs on redirect (#4926)
10 months ago
Thomas Kaul be3be20604
Feature/set market state of exchange rate symbols to open in FMP service (#4915)
10 months ago
Thomas Kaul 8cedd91561
Feature/upgrade Stripe dependencies 20250613 (#4911)
10 months ago
Thomas Kaul 9c4fe5fa6b
Feature/clean up sitemap.xml (#4909)
10 months ago
Thomas Kaul 20070d76bc
Feature/rename User to user in database schema (#4899)
10 months ago
Kenrick Tandrian 076ac1a32f
Feature/Rewrite HtmlTemplateMiddleware to use Dependency Injection (#4889)
10 months ago
Thomas Kaul 3af558c580
Bugfix/handle exception in getKeys() of Redis cache service (#4871)
11 months ago
Thomas Kaul 85aa323e84
Feature/improve cache verification in health check endpoint (#4868)
11 months ago
Thomas Kaul 25a755d1bf
Feature/rename Account to accounts in User database schema (#4859)
11 months ago
Tobias Kugel 3bcb19af14
Feature/migrate i18n service to injectable service (#4829)
11 months ago
Thomas Kaul b3ec353074
Feature/change interpolation syntax in i18n service (#4849)
11 months ago
Alison Hawk 31f5c0de88
Bugfix/fix import of empty account balances (#4677)
11 months ago
Thomas Kaul 1dd3857618
Refactor getCashPositions() in portfolio service (#4800)
11 months ago
Thomas Kaul e2ec635bbf
Feature/localize X-ray rule EmergencyFundSetup (#4835)
11 months ago
Tobias Kugel fde8ff4bb6
Feature/localize X-ray rule FeeRatioInitialInvestment (#4779)
11 months ago
Thomas Kaul 85af3db0d8
Bugfix/respect filter by holding when exporting activities (#4824)
11 months ago
Thomas Kaul ccee5b1337
Bugfix/respect filter by holding when deleting activities (#4823)
11 months ago
Thomas Kaul a11fef5e23
Bugfix/fix exception with currencies in historical market data editor of admin control panel (#4813)
11 months ago
Thomas Kaul 15deed3032
Feature/upgrade Stripe dependencies 20250529 (#4662)
11 months ago
Thomas Kaul 8b8d194383
Feature/clean up legacy demo user id property (#4808)
11 months ago
Thomas Kaul cb7434a8b2
Feature/sync demo account activities based on tags (#4797)
11 months ago
Thomas Kaul fda9cc71f7
Feature/modularize cron service (#4795)
11 months ago
Thomas Kaul c553fdf6d4
Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789)
11 months ago
Thomas Kaul c6e38cd4ac
Feature/refresh cryptocurrencies list 20250529 (#4790)
11 months ago
Thomas Kaul 9e74eec04d
Feature/rename orders to activities in Tag database schema (#4783)
11 months ago
Turka Turki 9f3079716b
Feature/improve language localization for NL 20250528 (#4776)
11 months ago
Thomas Kaul 0ab7b98077
Feature/refactor publicly accessible page paths (#4768)
11 months ago
Scott Rose 316d118111
Feature/improve language localization for FR 20250527 (#4766)
11 months ago
Arington Halabi f20791d5ad
Feature/improve language localization for IT 20250525 (#4750)
11 months ago
github-actions[bot] ffe1021d69
Feature/update locales (#4753)
11 months ago
Thomas Kaul 9a75e7d257
Bugfix/fix Redis cache health check (#4748)
11 months ago
Thomas Kaul 1a247d6e97
Feature/improve handling of schema validation errors in search of Yahoo Finance service (#4744)
11 months ago
Thomas Kaul 90385157d7
Feature/improve Ghostfolio data provider integration (#4743)
11 months ago
Thomas Kaul a8a31c141d
Bugfix/fix TransformDataSourceInRequestInterceptor after upgrade to NestJS 11 (#4741)
11 months ago
Thomas Kaul 0ea588315a
Feature/improve symbol lookup results by removing currency from name of cryptocurrencies (#4702)
11 months ago
Thomas Kaul 3d94b1a873
Bugfix/fix exclude route with wildcard of serve static module (#4733)
11 months ago
Thomas Kaul d4666f778d
Feature/remove deprecated endpoints in Ghostfolio controller (#4692)
11 months ago
Thomas Kaul 70a4697f54
Feature/remove deprecated endpoints in admin controller (#4687)
11 months ago
Thomas Kaul a0f377e8eb
Feature/refactor ordersCount to activityCount (#4688)
11 months ago
Thomas Kaul 698d71fb3a
Feature/restrict permissions of demo user (#4697)
11 months ago
Thomas Kaul 1697b7e1e0
Feature/remove unused Order model (#4690)
11 months ago
Thomas Kaul e97757631b
Feature/add missing types of impersonationId in controllers (#4691)
11 months ago
Kenrick Tandrian 4adc9dc9b1
Feature/upgrade to node-yahoo-finance2 version 3 (#4695)
12 months ago
Kenrick Tandrian 2932d57c1e
Feature/improve language localization for ZH 20250510 (#4701)
12 months ago
Thomas Kaul 480709c32a
Bugfix/add missing permission guard in create watchlist item endpoint (#4686)
12 months ago
Thomas Kaul 11629ffd26
Feature/clean up unused interfaces (#4685)
12 months ago
Thomas Kaul 037d3b1a60
Feature/rename Order to activities in User database schema (#4669)
12 months ago
andiz2 1215803a40
Bugfix/fix ApiKeyStrategy error (#4682)
12 months ago
Felix Jordan aadd9f56a0
Feature/extend admin endpoint by asset profile count per data provider (#4676)
12 months ago
Haruka Kishida 828bd5f172
Feature/upgrade to NestJS 11 (#4270)
12 months ago
Thomas Kaul 67db1b0de4
Feature/rename Order to activities in SymbolProfile database schema (#4661)
12 months ago
Kenrick Tandrian c38dab5ab0
Feature/extend holding endpoint by performances (#4660)
12 months ago
Kenrick Tandrian 40d3eaa023
Bugfix/fix performance calculation on date of activity when unit price differs from market price (#4650)
12 months ago
Marcin Szymański 28d2fd3877
Bugfix/restore incorrect fee currency conversion (#4645)
12 months ago
Thomas Kaul d661cdc78f
Feature/rename account to accounts in platform database schema (#4656)
12 months ago
Thomas Kaul 3646fb7f77
Feature/refactor portfolio holding response (#4649)
12 months ago
Thomas Kaul 1bced96460
Feature/deprecate portfolio position endpoints (#4648)
12 months ago
Thomas Kaul 3e963228d6
Feature/refactor accounts response interface (#4644)
12 months ago
Thomas Kaul f70d71d5bd
Feature/improve watchlist for impersonation mode (#4632)
12 months ago
Kenrick Tandrian 770b322137
Feature/extend watchlist endpoint by name, performances and market condition (#4634)
12 months ago
Thomas Kaul 6bb85c4fb8
Bugfix/allow GBp in currency code validation (#4640)
12 months ago
Thomas Kaul 8fbdcac66c
Feature/rename Order to activities in account database schema (#4577)
12 months ago
Thomas Kaul d919622932
Bugfix/fix create watchlist item for new asset profile (#4625)
12 months ago
Thomas Kaul b90bfc3d6e
Feature/extend data providers management of admin control panel (#4615)
12 months ago
Kenrick Tandrian c671ea4022
Feature/add frontend for watchlist (#4604)
12 months ago
csehatt741 f209519d95
Bugfix/investment calculation for activities in custom currency (#4597)
1 year ago
Thomas Kaul b2dcb1e7ac
Feature/improve subscription interstitial (#4612)
1 year ago
Thomas Kaul 862de91e7b
Feature/respect watcher count in delete asset profile checkbox (#4609)
1 year ago
Thomas Kaul d2452791cc
Feature/update create watchlist item permission (#4608)
1 year ago
Thomas Kaul 7fb0f9b6e8
Feature/refactor import service (#4599)
1 year ago
Thomas Kaul 3b59d7989a
Feature/improve currency code validation (#4598)
1 year ago
Thomas Kaul 50e7e3d3c7
Feature/simplify data source checks in DTOs (#4581)
1 year ago
Thomas Kaul 56fcafaa12
Feature/improve premium data provider handling in getQuotes() (#4590)
1 year ago
Thomas Kaul e67ccea673
Feature/rename User to user in subscription database schema (#4576)
1 year ago
Kenrick Tandrian 416fa44cf0
Feature/create watchlist API endpoints (#4570)
1 year ago
Thomas Kaul 71fc3906c7
Feature/add performance calculation type to user settings (#4567)
1 year ago
Thomas Kaul 3091c3f080
Feature/rename Subscription to subscriptions in user database schema (#4575)
1 year ago
Thomas Kaul d6e0b499d9
Feature/migrate lookup by ISIN in Financial Modeling Prep service to stable API version (#4573)
1 year ago
Thomas Kaul 1ae5ba7f8a
Feature/parallelize asset profile requests in get quotes functionality of Financial Modeling Prep service (#4569)
1 year ago
Thomas Kaul b6f87e46a7
Bugfix/fix asset class parsing in Financial Modeling Prep service for exchange rates (#4559)
1 year ago
Thomas Kaul f29f201a4f
Bugfix/add missing isActive flag in asset profile of custom currency (#4557)
1 year ago
Thomas Kaul db38806812
Feature/refresh cryptocurrencies list 20250417 (#4548)
1 year ago
csehatt741 3361666f63
Feature/activity in custom currency (#4486)
1 year ago
Thomas Kaul 07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels (#4549)
1 year ago
Thomas Kaul d23dfadbd0
Bugfix/fix active subscription in user table of admin control (#4544)
1 year ago
Thomas Kaul 94e53c7d4a
Feature/move subscription offer from info to user service (#4533)
1 year ago
Thomas Kaul 6122da3f14
Feature/optimize get range query in market data service (#4527)
1 year ago
csehatt741 42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) (#4524)
1 year ago
Thomas Kaul d1a4cb5037
Feature/improve financial modeling prep service (#4528)
1 year ago
csehatt741 0f557f431e
Feature/add status column to market data table in admin control panel (#4520)
1 year ago
Tobias Kugel 57748a18ef
Feature/add data gathering toggle to asset profile details dialog (#4497)
1 year ago
Marcin Szymański 5754f01819
Feature/improve check for duplicates in preview step of activities import (comments) (#4498)
1 year ago
Tobias Kugel 91394160b9
Feature/Allow to edit identifier in asset profile dialog (#4469)
1 year ago
Shaunak Das a13d6140cf
Feature/extend emergency fund X-ray rule to support assets (#4485)
1 year ago
Thomas Kaul 31be526c11
Feature/restrict historical market data gathering to active asset profiles (#4483)
1 year ago