Prepare for multi accounts support: store account for new transactions (#46)

CHANGELOG.md

@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Prepared further for multi accounts support: store account for new transactions
+
 ### Fixed
 
 - Fixed an issue in the header with outdated data

apps/api/src/app/interfaces/user-with-settings.ts

@@ -1,3 +1,6 @@
-import { Settings, User } from '@prisma/client';
+import { Account, Settings, User } from '@prisma/client';
 
-export type UserWithSettings = User & { Settings: Settings };
+export type UserWithSettings = User & {
+  Account: Account[];
+  Settings: Settings;
+};

apps/api/src/app/order/create-order.dto.ts

@@ -2,6 +2,9 @@ import { Currency, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateOrderDto {
+  @IsString()
+  accountId: string;
+
   @IsString()
   currency: Currency;
 

apps/api/src/app/order/order.controller.ts

@@ -118,6 +118,9 @@ export class OrderController {
 
     const date = parseISO(data.date);
 
+    const accountId = data.accountId;
+    delete data.accountId;
+
     if (data.platformId) {
       const platformId = data.platformId;
       delete data.platformId;
@@ -126,6 +129,11 @@ export class OrderController {
         {
           ...data,
           date,
+          Account: {
+            connect: {
+              id_userId: { id: accountId, userId: this.request.user.id }
+            }
+          },
           Platform: { connect: { id: platformId } },
           User: { connect: { id: this.request.user.id } }
         },
@@ -138,6 +146,11 @@ export class OrderController {
         {
           ...data,
           date,
+          Account: {
+            connect: {
+              id_userId: { id: accountId, userId: this.request.user.id }
+            }
+          },
           User: { connect: { id: this.request.user.id } }
         },
         this.request.user.id
@@ -169,6 +182,9 @@ export class OrderController {
 
     const date = parseISO(data.date);
 
+    const accountId = data.accountId;
+    delete data.accountId;
+
     if (data.platformId) {
       const platformId = data.platformId;
       delete data.platformId;
@@ -178,6 +194,11 @@ export class OrderController {
           data: {
             ...data,
             date,
+            Account: {
+              connect: {
+                id_userId: { id: accountId, userId: this.request.user.id }
+              }
+            },
             Platform: { connect: { id: platformId } },
             User: { connect: { id: this.request.user.id } }
           },
@@ -199,6 +220,11 @@ export class OrderController {
           data: {
             ...data,
             date,
+            Account: {
+              connect: {
+                id_userId: { id: accountId, userId: this.request.user.id }
+              }
+            },
             Platform: originalOrder.platformId
               ? { disconnect: true }
               : undefined,

apps/api/src/app/order/update-order.dto.ts

@@ -2,6 +2,9 @@ import { Currency, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateOrderDto {
+  @IsString()
+  accountId: string;
+
   @IsString()
   currency: Currency;
 

apps/api/src/app/user/interfaces/user.interface.ts

@@ -1,9 +1,10 @@
-import { Currency } from '@prisma/client';
+import { Account, Currency } from '@prisma/client';
 
 import { Access } from './access.interface';
 
 export interface User {
   access: Access[];
+  accounts: Account[];
   alias?: string;
   id: string;
   permissions: string[];

apps/api/src/app/user/user.service.ts

@@ -25,6 +25,7 @@ export class UserService {
   ) {}
 
   public async getUser({
+    Account,
     alias,
     id,
     role,
@@ -53,6 +54,7 @@ export class UserService {
           id: accessItem.id
         };
       }),
+      accounts: Account,
       permissions: currentPermissions,
       settings: {
         baseCurrency: Settings?.currency || UserService.DEFAULT_CURRENCY,
@@ -69,7 +71,7 @@ export class UserService {
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
     const user = await this.prisma.user.findUnique({
-      include: { Settings: true },
+      include: { Account: true, Settings: true },
       where: userWhereUniqueInput
     });
 

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.component.ts

@@ -8,7 +8,7 @@ import { FormControl, Validators } from '@angular/forms';
 import { MatAutocompleteSelectedEvent } from '@angular/material/autocomplete';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { Currency, Order as OrderModel } from '@prisma/client';
+import { Currency } from '@prisma/client';
 import { Observable, Subject } from 'rxjs';
 import {
   debounceTime,
@@ -19,6 +19,7 @@ import {
 } from 'rxjs/operators';
 
 import { DataService } from '../../../services/data.service';
+import { CreateOrUpdateTransactionDialogParams } from './interfaces/interfaces';
 
 @Component({
   host: { class: 'h-100' },
@@ -33,7 +34,7 @@ export class CreateOrUpdateTransactionDialog {
   public isLoading = false;
   public platforms: { id: string; name: string }[];
   public searchSymbolCtrl = new FormControl(
-    this.data.symbol,
+    this.data.transaction.symbol,
     Validators.required
   );
 
@@ -43,7 +44,7 @@ export class CreateOrUpdateTransactionDialog {
     private cd: ChangeDetectorRef,
     private dataService: DataService,
     public dialogRef: MatDialogRef<CreateOrUpdateTransactionDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: OrderModel
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateTransactionDialogParams
   ) {}
 
   ngOnInit() {
@@ -72,14 +73,14 @@ export class CreateOrUpdateTransactionDialog {
 
   public onUpdateSymbol(event: MatAutocompleteSelectedEvent) {
     this.isLoading = true;
-    this.data.symbol = event.option.value;
+    this.data.transaction.symbol = event.option.value;
 
     this.dataService
-      .fetchSymbolItem(this.data.symbol)
+      .fetchSymbolItem(this.data.transaction.symbol)
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ currency, marketPrice }) => {
-        this.data.currency = currency;
+        this.data.transaction.currency = currency;
-        this.data.unitPrice = marketPrice;
+        this.data.transaction.unitPrice = marketPrice;
 
         this.isLoading = false;
 
@@ -88,10 +89,10 @@ export class CreateOrUpdateTransactionDialog {
   }
 
   public onUpdateSymbolByTyping(value: string) {
-    this.data.currency = null;
+    this.data.transaction.currency = null;
-    this.data.unitPrice = null;
+    this.data.transaction.unitPrice = null;
 
-    this.data.symbol = value;
+    this.data.transaction.symbol = value;
   }
 
   public ngOnDestroy() {

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html

@@ -1,6 +1,6 @@
 <form #addTransactionForm="ngForm" class="d-flex flex-column h-100">
-  <h1 *ngIf="data.id" mat-dialog-title i18n>Update transaction</h1>
+  <h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update transaction</h1>
-  <h1 *ngIf="!data.id" mat-dialog-title i18n>Add transaction</h1>
+  <h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add transaction</h1>
   <div class="flex-grow-1" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
@@ -36,7 +36,7 @@
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
-        <mat-select name="type" required [(value)]="data.type">
+        <mat-select name="type" required [(value)]="data.transaction.type">
           <mat-option value="BUY" i18n> BUY </mat-option>
           <mat-option value="SELL" i18n> SELL </mat-option>
         </mat-select>
@@ -50,7 +50,7 @@
           disabled
           name="currency"
           required
-          [(value)]="data.currency"
+          [(value)]="data.transaction.currency"
         >
           <mat-option *ngFor="let currency of currencies" [value]="currency"
             >{{ currency }}</mat-option
@@ -67,7 +67,7 @@
           name="date"
           required
           [matDatepicker]="date"
-          [(ngModel)]="data.date"
+          [(ngModel)]="data.transaction.date"
         />
         <mat-datepicker-toggle matSuffix [for]="date"></mat-datepicker-toggle>
         <mat-datepicker #date disabled="false"></mat-datepicker>
@@ -81,7 +81,7 @@
           name="fee"
           required
           type="number"
-          [(ngModel)]="data.fee"
+          [(ngModel)]="data.transaction.fee"
         />
       </mat-form-field>
     </div>
@@ -93,7 +93,7 @@
           name="quantity"
           required
           type="number"
-          [(ngModel)]="data.quantity"
+          [(ngModel)]="data.transaction.quantity"
         />
       </mat-form-field>
     </div>
@@ -105,14 +105,28 @@
           name="unitPrice"
           required
           type="number"
-          [(ngModel)]="data.unitPrice"
+          [(ngModel)]="data.transaction.unitPrice"
         />
       </mat-form-field>
     </div>
+    <div class="d-none">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Account</mat-label>
+        <mat-select
+          name="accountId"
+          required
+          [(value)]="data.transaction.accountId"
+        >
+          <mat-option *ngFor="let account of data.accounts" [value]="account.id"
+            >{{ account.name }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Platform</mat-label>
-        <mat-select name="platformId" [(value)]="data.platformId">
+        <mat-select name="platformId" [(value)]="data.transaction.platformId">
           <mat-option [value]="null"></mat-option>
           <mat-option *ngFor="let platform of platforms" [value]="platform.id"
             >{{ platform.name }}</mat-option
@@ -127,7 +141,7 @@
       color="primary"
       i18n
       mat-flat-button
-      [disabled]="!(addTransactionForm.form.valid && data.symbol)"
+      [disabled]="!(addTransactionForm.form.valid && data.transaction.symbol)"
       [mat-dialog-close]="data"
     >
       Save

apps/client/src/app/pages/transactions/create-or-update-transaction-dialog/interfaces/interfaces.ts

@@ -0,0 +1,8 @@
+import { Order } from '../../interfaces/order.interface';
+import { Account } from '@prisma/client';
+
+export interface CreateOrUpdateTransactionDialogParams {
+  accountId: string;
+  accounts: Account[];
+  transaction: Order;
+}

apps/client/src/app/pages/transactions/interfaces/order.interface.ts

@@ -1,8 +1,11 @@
 export interface Order {
+  accountId: string;
   currency: string;
   date: Date;
   fee: number;
+  id: string;
   quantity: number;
+  platformId: string;
   symbol: string;
   type: string;
   unitPrice: number;

apps/client/src/app/pages/transactions/transactions-page.component.ts

@@ -122,36 +122,8 @@ export class TransactionsPageComponent implements OnInit {
     });
   }
 
-  private openCreateTransactionDialog(): void {
-    const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
-      data: {
-        currency: null,
-        date: new Date(),
-        fee: 0,
-        platformId: null,
-        quantity: null,
-        symbol: null,
-        type: 'BUY',
-        unitPrice: null
-      },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
-      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
-    });
-
-    dialogRef.afterClosed().subscribe((order: UpdateOrderDto) => {
-      if (order) {
-        this.dataService.postOrder(order).subscribe({
-          next: () => {
-            this.fetchOrders();
-          }
-        });
-      }
-
-      this.router.navigate(['.'], { relativeTo: this.route });
-    });
-  }
-
   public openUpdateTransactionDialog({
+    accountId,
     currency,
     date,
     fee,
@@ -164,23 +136,29 @@ export class TransactionsPageComponent implements OnInit {
   }: OrderModel): void {
     const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
       data: {
-        currency,
+        accounts: this.user.accounts,
-        date,
+        transaction: {
-        fee,
+          accountId,
-        id,
+          currency,
-        platformId,
+          date,
-        quantity,
+          fee,
-        symbol,
+          id,
-        type,
+          platformId,
-        unitPrice
+          quantity,
+          symbol,
+          type,
+          unitPrice
+        }
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
-    dialogRef.afterClosed().subscribe((order: UpdateOrderDto) => {
+    dialogRef.afterClosed().subscribe((data: any) => {
-      if (order) {
+      const transaction: UpdateOrderDto = data?.transaction;
-        this.dataService.putOrder(order).subscribe({
+
+      if (transaction) {
+        this.dataService.putOrder(transaction).subscribe({
           next: () => {
             this.fetchOrders();
           }
@@ -195,4 +173,41 @@ export class TransactionsPageComponent implements OnInit {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private openCreateTransactionDialog(): void {
+    const dialogRef = this.dialog.open(CreateOrUpdateTransactionDialog, {
+      data: {
+        accounts: this.user.accounts,
+        transaction: {
+          accountId: this.user.accounts.find((account) => {
+            return account.isDefault;
+          })?.id,
+          currency: null,
+          date: new Date(),
+          fee: 0,
+          platformId: null,
+          quantity: null,
+          symbol: null,
+          type: 'BUY',
+          unitPrice: null
+        }
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef.afterClosed().subscribe((data: any) => {
+      const transaction: UpdateOrderDto = data?.transaction;
+
+      if (transaction) {
+        this.dataService.postOrder(transaction).subscribe({
+          next: () => {
+            this.fetchOrders();
+          }
+        });
+      }
+
+      this.router.navigate(['.'], { relativeTo: this.route });
+    });
+  }
 }

prisma/seed.ts

@@ -82,6 +82,16 @@ async function main() {
     create: {
       accessToken:
         'c689bcc894e4a420cb609ee34271f3e07f200594f7d199c50d75add7102889eb60061a04cd2792ebc853c54e37308271271e7bf588657c9e0c37faacbc28c3c6',
+      Account: {
+        create: [
+          {
+            accountType: AccountType.SECURITIES,
+            id: 'f4425b66-9ba9-4ac4-93d7-fdf9a145e8cb',
+            isDefault: true,
+            name: 'Default Account'
+          }
+        ]
+      },
       alias: 'Admin',
       id: '4e1af723-95f6-44f8-92a7-464df17f6ec3',
       role: Role.ADMIN