Setup allocations page and endpoint (#859)

* Setup tagging system

* Update changelog

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

@@ -6,6 +6,7 @@ import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-d
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
+import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -26,7 +27,8 @@ import { InfoService } from './info.service';
     PrismaModule,
     PropertyModule,
     RedisCacheModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TagModule
   ],
   providers: [InfoService]
 })

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

@@ -4,6 +4,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   DEMO_USER_ID,
   PROPERTY_IS_READ_ONLY_MODE,
@@ -33,7 +34,8 @@ export class InfoService {
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
-    private readonly redisCacheService: RedisCacheService
+    private readonly redisCacheService: RedisCacheService,
+    private readonly tagService: TagService
   ) {}
 
   public async get(): Promise<InfoItem> {
@@ -105,7 +107,8 @@ export class InfoService {
       demoAuthToken: this.getDemoAuthToken(),
       lastDataGathering: await this.getLastDataGathering(),
       statistics: await this.getStatistics(),
-      subscriptions: await this.getSubscriptions()
+      subscriptions: await this.getSubscriptions(),
+      tags: await this.tagService.get()
     };
   }
 

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

@@ -152,11 +152,13 @@ export class OrderService {
 
   public async getOrders({
     includeDrafts = false,
+    tags,
     types,
     userCurrency,
     userId
   }: {
     includeDrafts?: boolean;
+    tags?: string[];
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
@@ -167,6 +169,18 @@ export class OrderService {
       where.isDraft = false;
     }
 
+    if (tags?.length > 0) {
+      where.tags = {
+        some: {
+          OR: tags.map((tag) => {
+            return {
+              name: tag
+            };
+          })
+        }
+      };
+    }
+
     if (types) {
       where.OR = types.map((type) => {
         return {

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

@@ -105,7 +105,8 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') range,
+    @Query('tags') tags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
@@ -113,7 +114,8 @@ export class PortfolioController {
       await this.portfolioService.getDetails(
         impersonationId,
         this.request.user.id,
-        range
+        range,
+        tags?.split(',')
       );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
@@ -159,7 +161,11 @@ export class PortfolioController {
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       this.request.user.subscription.type === 'Basic';
 
-    return { accounts, hasError, holdings: isBasicUser ? {} : holdings };
+    return {
+      hasError,
+      accounts: tags ? {} : accounts,
+      holdings: isBasicUser ? {} : holdings
+    };
   }
 
   @Get('investments')

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

@@ -303,7 +303,8 @@ export class PortfolioService {
   public async getDetails(
     aImpersonationId: string,
     aUserId: string,
-    aDateRange: DateRange = 'max'
+    aDateRange: DateRange = 'max',
+    tags?: string[]
   ): Promise<PortfolioDetails & { hasErrors: boolean }> {
     const userId = await this.getUserId(aImpersonationId, aUserId);
     const user = await this.userService.user({ id: userId });
@@ -318,6 +319,7 @@ export class PortfolioService {
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
+        tags,
         userId
       });
 
@@ -441,8 +443,10 @@ export class PortfolioService {
       value: totalValue
     });
 
-    for (const symbol of Object.keys(cashPositions)) {
-      holdings[symbol] = cashPositions[symbol];
+    if (tags === undefined) {
+      for (const symbol of Object.keys(cashPositions)) {
+        holdings[symbol] = cashPositions[symbol];
+      }
     }
 
     const accounts = await this.getValueOfAccounts(
@@ -1178,9 +1182,11 @@ export class PortfolioService {
 
   private async getTransactionPoints({
     includeDrafts = false,
+    tags,
     userId
   }: {
     includeDrafts?: boolean;
+    tags?: string[];
     userId: string;
   }): Promise<{
     transactionPoints: TransactionPoint[];
@@ -1191,6 +1197,7 @@ export class PortfolioService {
 
     const orders = await this.orderService.getOrders({
       includeDrafts,
+      tags,
       userCurrency,
       userId,
       types: ['BUY', 'SELL']

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

@@ -34,7 +34,7 @@ import { UserService } from './user.service';
 export class UserController {
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private jwtService: JwtService,
+    private readonly jwtService: JwtService,
     private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService

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

@@ -2,6 +2,7 @@ import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscriptio
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
+import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -19,7 +20,8 @@ import { UserService } from './user.service';
     }),
     PrismaModule,
     PropertyModule,
-    SubscriptionModule
+    SubscriptionModule,
+    TagModule
   ],
   providers: [UserService]
 })

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

@@ -2,6 +2,7 @@ import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscripti
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import {
   PROPERTY_IS_READ_ONLY_MODE,
   baseCurrency,
@@ -13,7 +14,6 @@ import {
   hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
-import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable } from '@nestjs/common';
 import { Prisma, Role, User, ViewMode } from '@prisma/client';
 
@@ -30,7 +30,8 @@ export class UserService {
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
-    private readonly subscriptionService: SubscriptionService
+    private readonly subscriptionService: SubscriptionService,
+    private readonly tagService: TagService
   ) {}
 
   public async getUser(
@@ -51,12 +52,21 @@ export class UserService {
       orderBy: { User: { alias: 'asc' } },
       where: { GranteeUser: { id } }
     });
+    let tags = await this.tagService.getByUser(id);
+
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      subscription.type === 'Basic'
+    ) {
+      tags = [];
+    }
 
     return {
       alias,
       id,
       permissions,
       subscription,
+      tags,
       access: access.map((accessItem) => {
         return {
           alias: accessItem.User.alias,