Add symbol mapping (#452)

* Add symbol mapping

* Update changelog

CHANGELOG.md

@@ -7,10 +7,18 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added the symbol mapping attribute to the symbol profile model
+
 ### Changed
 
 - Improved the registration page
 
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
 ## 1.68.0 - 01.11.2021
 
 ### Changed
@@ -66,7 +74,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.62.0 - 17.10.2021
 
@@ -164,7 +172,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.55.0 - 20.09.2021
 
@@ -179,7 +187,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.54.0 - 18.09.2021
 
@@ -200,7 +208,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.53.0 - 13.09.2021
 
@@ -322,7 +330,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.41.0 - 21.08.2021
 
@@ -375,7 +383,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.38.0 - 14.08.2021
 
@@ -435,7 +443,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Todo
 
-- Apply data migration (`yarn prisma migrate deploy`)
+- Apply data migration (`yarn database:migrate`)
 
 ## 1.34.0 - 07.08.2021
 

README.md

@@ -101,7 +101,7 @@ docker-compose -f docker/docker-compose-build-local.yml up
 Run the following command to setup the database once Ghostfolio is running:
 
 ```bash
-docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn setup:database
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:setup
 ```
 
 ### Fetch Historical Data
@@ -112,6 +112,14 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
+### Migrate Database
+
+With the following command you can keep your database schema in sync after a Ghostfolio version update:
+
+```bash
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:migrate
+```
+
 ## Development
 
 ### Prerequisites
@@ -126,7 +134,7 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Run `cd docker`
 1. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
 1. Run `cd -` to go back to the project root directory
-1. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
+1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
 1. Start server and client (see [_Development_](#Development))
 1. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data

apps/api/src/app/cache/cache.module.ts

@@ -6,6 +6,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CacheController } from './cache.controller';
@@ -15,7 +16,8 @@ import { CacheController } from './cache.controller';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    RedisCacheModule
+    RedisCacheModule,
+    SymbolProfileModule
   ],
   controllers: [CacheController],
   providers: [

apps/api/src/app/info/info.module.ts

@@ -4,6 +4,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -18,7 +19,8 @@ import { InfoService } from './info.service';
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
-    })
+    }),
+    SymbolProfileModule
   ],
   controllers: [InfoController],
   providers: [

apps/api/src/app/portfolio/portfolio.module.ts

@@ -8,7 +8,7 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
-import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CurrentRateService } from './current-rate.service';
@@ -27,6 +27,7 @@ import { RulesService } from './rules.service';
     ImpersonationModule,
     OrderModule,
     PrismaModule,
+    SymbolProfileModule,
     UserModule
   ],
   controllers: [PortfolioController],
@@ -35,8 +36,7 @@ import { RulesService } from './rules.service';
     CurrentRateService,
     MarketDataService,
     PortfolioService,
-    RulesService,
+    RulesService
-    SymbolProfileService
   ]
 })
 export class PortfolioModule {}

apps/api/src/services/data-gathering.module.ts

@@ -6,6 +6,7 @@ import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { Module } from '@nestjs/common';
 
 import { ExchangeRateDataModule } from './exchange-rate-data.module';
+import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
@@ -13,7 +14,8 @@ import { ExchangeRateDataModule } from './exchange-rate-data.module';
     DataEnhancerModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    PrismaModule
+    PrismaModule,
+    SymbolProfileModule
   ],
   providers: [DataGatheringService],
   exports: [DataEnhancerModule, DataGatheringService]

apps/api/src/services/data-gathering.service.ts

@@ -1,3 +1,4 @@
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
   benchmarks,
   ghostfolioFearAndGreedIndexSymbol
@@ -32,7 +33,8 @@ export class DataGatheringService {
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly symbolProfileService: SymbolProfileService
   ) {}
 
   public async gather7Days() {
@@ -132,13 +134,22 @@ export class DataGatheringService {
     }
 
     const currentData = await this.dataProviderService.get(dataGatheringItems);
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
+      dataGatheringItems.map(({ symbol }) => {
+        return symbol;
+      })
+    );
 
     for (const [symbol, response] of Object.entries(currentData)) {
+      const symbolMapping = symbolProfiles.find((symbolProfile) => {
+        return symbolProfile.symbol === symbol;
+      })?.symbolMapping;
+
       for (const dataEnhancer of this.dataEnhancers) {
         try {
           currentData[symbol] = await dataEnhancer.enhance({
             response,
-            symbol
+            symbol: symbolMapping[dataEnhancer.getName()] ?? symbol
           });
         } catch (error) {
           console.error(`Failed to enhance data for symbol ${symbol}`, error);

apps/api/src/services/data-provider/data-enhancer/trackinsight/trackinsight.service.ts

@@ -70,4 +70,8 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
 
     return Promise.resolve(response);
   }
+
+  public getName() {
+    return 'TRACKINSIGHT';
+  }
 }

apps/api/src/services/data-provider/interfaces/data-enhancer.interface.ts

@@ -8,4 +8,6 @@ export interface DataEnhancerInterface {
     response: IDataProviderResponse;
     symbol: string;
   }): Promise<IDataProviderResponse>;
+
+  getName(): string;
 }

apps/api/src/services/interfaces/symbol-profile.interface.ts

@@ -5,13 +5,14 @@ import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 export interface EnhancedSymbolProfile {
   assetClass: AssetClass;
   assetSubClass: AssetSubClass;
+  countries: Country[];
   createdAt: Date;
   currency: string | null;
   dataSource: DataSource;
   id: string;
   name: string | null;
-  updatedAt: Date;
-  symbol: string;
-  countries: Country[];
   sectors: Sector[];
+  symbol: string;
+  symbolMapping?: { [key: string]: string };
+  updatedAt: Date;
 }

apps/api/src/services/symbol-profile.module.ts

@@ -0,0 +1,11 @@
+import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { Module } from '@nestjs/common';
+
+import { SymbolProfileService } from './symbol-profile.service';
+
+@Module({
+  imports: [PrismaModule],
+  providers: [SymbolProfileService],
+  exports: [SymbolProfileService]
+})
+export class SymbolProfileModule {}

apps/api/src/services/symbol-profile.service.ts

@@ -29,7 +29,8 @@ export class SymbolProfileService {
     return symbolProfiles.map((symbolProfile) => ({
       ...symbolProfile,
       countries: this.getCountries(symbolProfile),
-      sectors: this.getSectors(symbolProfile)
+      sectors: this.getSectors(symbolProfile),
+      symbolMapping: this.getSymbolMapping(symbolProfile)
     }));
   }
 
@@ -61,4 +62,12 @@ export class SymbolProfileService {
       }
     );
   }
+
+  private getSymbolMapping(symbolProfile: SymbolProfile) {
+    return (
+      (symbolProfile['symbolMapping'] as {
+        [key: string]: string;
+      }) ?? {}
+    );
+  }
 }

package.json

@@ -19,8 +19,10 @@
     "database:format-schema": "prisma format",
     "database:generate-typings": "prisma generate",
     "database:gui": "prisma studio",
+    "database:migrate": "prisma migrate deploy",
     "database:push": "prisma db push",
     "database:seed": "prisma db seed --preview-feature",
+    "database:setup": "yarn database:push && yarn database:seed",
     "dep-graph": "nx dep-graph",
     "e2e": "ng e2e",
     "format": "nx format:write",
@@ -33,7 +35,6 @@
     "nx": "nx",
     "postinstall": "prisma generate && ngcc --properties es2015 browser module main",
     "replace-placeholders-in-build": "node ./replace.build.js",
-    "setup:database": "yarn database:push && yarn database:seed",
     "start": "node dist/apps/api/main",
     "start:client": "ng serve client --hmr -o",
     "start:prod": "node apps/api/main",

prisma/migrations/20211107082008_added_symbol_mapping_to_symbol_profile/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "SymbolProfile" ADD COLUMN     "symbolMapping" JSONB;

prisma/schema.prisma

@@ -130,6 +130,7 @@ model SymbolProfile {
   updatedAt     DateTime       @updatedAt
   sectors       Json?
   symbol        String
+  symbolMapping Json?
 
   @@unique([dataSource, symbol])
 }