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19 Commits

Author SHA1 Message Date
f781eb207c Release 1.125.0 (#752) 2022-03-12 18:40:09 +01:00
7b6893b5ed Feature/add support for emergency fund (#749)
* Add support for emergency fund

* Update changelog
2022-03-12 13:44:47 +01:00
07799573cb Harmonize button style (#748) 2022-03-10 20:11:32 +01:00
9cdef6a7cb Feature/upgrade nx to version 13.8.5 (#747)
* Upgrade Nx to version 13.8.5

* Update changelog
2022-03-09 18:19:48 +01:00
0d897bc461 Improve table header (#746) 2022-03-08 20:15:59 +01:00
e4908b51aa Feature/add context to logger (#745)
* Add contexts

* Update changelog
2022-03-07 17:20:07 +01:00
718b0de0a7 Release 1.124.0 (#744) 2022-03-06 13:48:17 +01:00
99655604d9 Feature/add support for coupon duration (#743)
* Add support for coupon duration

* Update changelog
2022-03-06 12:26:04 +01:00
b602e7690b Feature/upgrade prisma to version 3.10.0 (#742)
* Upgrade prisma to version 3.10.0

* Update changelog
2022-03-06 12:06:07 +01:00
7745dafe48 Feature/upgrade yahoo finance2 to 2.2.0 (#741)
* Upgrade yahoo-finance2 to version 2.2.0

* Update changelog
2022-03-06 12:04:38 +01:00
50184284e1 Feature/upgrade ngx skeleton loader to 5.0.0 (#740)
* Upgrade ngx-skeleton-loader to version 5.0.0

* Update changelog
2022-03-06 10:47:30 +01:00
f46533107d Release 1.123.0 (#739) 2022-03-05 11:09:07 +01:00
c216ab1d76 Eliminate data source from order model (#730)
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
2022-03-05 11:07:27 +01:00
86acbf06f4 Feature/add data provider errors to api response (#738)
* Add data provider error details

* Update changelog
2022-03-05 11:00:02 +01:00
3de7d3f60e Bugfix/improve account calculations (#737)
* Improve account calculations

* Update changelog
2022-03-04 21:31:31 +01:00
63ed227f3f Release 1.122.0 (#732) 2022-03-01 21:36:09 +01:00
5bb20f6d5f Bugfix/fix undefined currencies after creating an activity (#731)
* Fix issue with undefined currencies after creating an activity

* Update changelog
2022-03-01 21:32:19 +01:00
b3e58d182a Feature/add support for click in portfolio proportion chart (#729)
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
93d6746739 Refactoring (#727) 2022-02-28 20:42:14 +01:00
93 changed files with 1191 additions and 694 deletions

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@ -5,6 +5,58 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## 1.125.0 - 12.03.2022
### Added
- Added support for an emergency fund
- Added the contexts to the logger commands
### Changed
- Upgraded `Nx` from version `13.8.1` to `13.8.5`
## 1.124.0 - 06.03.2022
### Added
- Added support for setting a duration in the coupon system
### Changed
- Upgraded `ngx-skeleton-loader` from version `2.9.1` to `5.0.0`
- Upgraded `prisma` from version `3.9.1` to `3.10.0`
- Upgraded `yahoo-finance2` from version `2.1.9` to `2.2.0`
## 1.123.0 - 05.03.2022
### Added
- Included data provider errors in the API response
### Changed
- Removed the redundant attributes (`currency`, `dataSource`, `symbol`) of the activity model
- Removed the prefix for symbols with the data source `GHOSTFOLIO`
### Fixed
- Improved the account calculations
### Todo
- Apply data migration (`yarn database:migrate`)
## 1.122.0 - 01.03.2022
### Added
- Added support for click in the portfolio proportion chart component
### Fixed
- Fixed an issue with undefined currencies after creating an activity
## 1.121.0 - 27.02.2022
### Added

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@ -9,7 +9,7 @@
"schematics": {},
"architect": {
"build": {
"builder": "@nrwl/node:build",
"builder": "@nrwl/node:webpack",
"options": {
"outputPath": "dist/apps/api",
"main": "apps/api/src/main.ts",
@ -33,7 +33,7 @@
"outputs": ["{options.outputPath}"]
},
"serve": {
"builder": "@nrwl/node:execute",
"builder": "@nrwl/node:node",
"options": {
"buildTarget": "api:build"
}

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@ -101,16 +101,18 @@ export class AccountController {
) {
accountsWithAggregations = {
...nullifyValuesInObject(accountsWithAggregations, [
'totalBalance',
'totalValue'
'totalBalanceInBaseCurrency',
'totalValueInBaseCurrency'
]),
accounts: nullifyValuesInObjects(accountsWithAggregations.accounts, [
'balance',
'balanceInBaseCurrency',
'convertedBalance',
'fee',
'quantity',
'unitPrice',
'value'
'value',
'valueInBaseCurrency'
])
};
}

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@ -2,6 +2,7 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { Injectable } from '@nestjs/common';
import { Account, Order, Platform, Prisma } from '@prisma/client';
import Big from 'big.js';
import { CashDetails } from './interfaces/cash-details.interface';
@ -105,21 +106,26 @@ export class AccountService {
aUserId: string,
aCurrency: string
): Promise<CashDetails> {
let totalCashBalance = 0;
let totalCashBalanceInBaseCurrency = new Big(0);
const accounts = await this.accounts({
where: { userId: aUserId }
});
accounts.forEach((account) => {
totalCashBalance += this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
aCurrency
for (const account of accounts) {
totalCashBalanceInBaseCurrency = totalCashBalanceInBaseCurrency.plus(
this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
aCurrency
)
);
});
}
return { accounts, balance: totalCashBalance };
return {
accounts,
balanceInBaseCurrency: totalCashBalanceInBaseCurrency.toNumber()
};
}
public async updateAccount(

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@ -2,5 +2,5 @@ import { Account } from '@prisma/client';
export interface CashDetails {
accounts: Account[];
balance: number;
balanceInBaseCurrency: number;
}

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@ -11,7 +11,8 @@ import {
AdminData,
AdminMarketData,
AdminMarketDataDetails,
AdminMarketDataItem
AdminMarketDataItem,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { DataSource, Property } from '@prisma/client';
@ -30,13 +31,7 @@ export class AdminService {
private readonly symbolProfileService: SymbolProfileService
) {}
public async deleteProfileData({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
await this.marketDataService.deleteMany({ dataSource, symbol });
await this.symbolProfileService.delete({ dataSource, symbol });
}
@ -137,10 +132,7 @@ export class AdminService {
public async getMarketDataBySymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}): Promise<AdminMarketDataDetails> {
}: UniqueAsset): Promise<AdminMarketDataDetails> {
return {
marketData: await this.marketDataService.marketDataItems({
orderBy: {

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@ -42,7 +42,7 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
done(null, user);
} catch (error) {
Logger.error(error);
Logger.error(error, 'GoogleStrategy');
done(error, false);
}
}

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@ -95,7 +95,7 @@ export class WebAuthService {
};
verification = await verifyRegistrationResponse(opts);
} catch (error) {
Logger.error(error);
Logger.error(error, 'WebAuthService');
throw new InternalServerErrorException(error.message);
}
@ -193,7 +193,7 @@ export class WebAuthService {
};
verification = verifyAuthenticationResponse(opts);
} catch (error) {
Logger.error(error);
Logger.error(error, 'WebAuthService');
throw new InternalServerErrorException({ error: error.message });
}

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@ -18,8 +18,6 @@ export class ExportService {
orderBy: { date: 'desc' },
select: {
accountId: true,
currency: true,
dataSource: true,
date: true,
fee: true,
id: true,
@ -42,7 +40,6 @@ export class ExportService {
orders: orders.map(
({
accountId,
currency,
date,
fee,
quantity,
@ -52,12 +49,12 @@ export class ExportService {
}) => {
return {
accountId,
currency,
date,
fee,
quantity,
type,
unitPrice,
currency: SymbolProfile.currency,
dataSource: SymbolProfile.dataSource,
symbol: type === 'ITEM' ? SymbolProfile.name : SymbolProfile.symbol
};

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@ -1,5 +1,4 @@
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Order } from '@prisma/client';
import { Type } from 'class-transformer';
import { IsArray, ValidateNested } from 'class-validator';
@ -7,5 +6,5 @@ export class ImportDataDto {
@IsArray()
@Type(() => CreateOrderDto)
@ValidateNested({ each: true })
orders: Order[];
orders: CreateOrderDto[];
}

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@ -40,7 +40,7 @@ export class ImportController {
userId: this.request.user.id
});
} catch (error) {
Logger.error(error);
Logger.error(error, ImportController);
throw new HttpException(
{

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@ -1,9 +1,9 @@
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { Injectable } from '@nestjs/common';
import { Order } from '@prisma/client';
import { isSameDay, parseISO } from 'date-fns';
@Injectable()
@ -19,7 +19,7 @@ export class ImportService {
orders,
userId
}: {
orders: Partial<Order>[];
orders: Partial<CreateOrderDto>[];
userId: string;
}): Promise<void> {
for (const order of orders) {
@ -52,11 +52,8 @@ export class ImportService {
unitPrice
} of orders) {
await this.orderService.createOrder({
currency,
dataSource,
fee,
quantity,
symbol,
type,
unitPrice,
userId,
@ -65,6 +62,7 @@ export class ImportService {
SymbolProfile: {
connectOrCreate: {
create: {
currency,
dataSource,
symbol
},
@ -85,7 +83,7 @@ export class ImportService {
orders,
userId
}: {
orders: Partial<Order>[];
orders: Partial<CreateOrderDto>[];
userId: string;
}) {
if (
@ -99,6 +97,7 @@ export class ImportService {
}
const existingOrders = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
});
@ -109,12 +108,12 @@ export class ImportService {
] of orders.entries()) {
const duplicateOrder = existingOrders.find((order) => {
return (
order.currency === currency &&
order.dataSource === dataSource &&
order.SymbolProfile.currency === currency &&
order.SymbolProfile.dataSource === dataSource &&
isSameDay(order.date, parseISO(<string>(<unknown>date))) &&
order.fee === fee &&
order.quantity === quantity &&
order.symbol === symbol &&
order.SymbolProfile.symbol === symbol &&
order.type === type &&
order.unitPrice === unitPrice
);

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@ -144,7 +144,7 @@ export class InfoService {
const contributors = await get();
return contributors?.length;
} catch (error) {
Logger.error(error);
Logger.error(error, 'InfoService');
return undefined;
}
@ -165,7 +165,7 @@ export class InfoService {
const { stargazers_count } = await get();
return stargazers_count;
} catch (error) {
Logger.error(error);
Logger.error(error, 'InfoService');
return undefined;
}

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@ -114,6 +114,7 @@ export class OrderController {
SymbolProfile: {
connectOrCreate: {
create: {
currency: data.currency,
dataSource: data.dataSource,
symbol: data.symbol
},
@ -171,6 +172,14 @@ export class OrderController {
id_userId: { id: accountId, userId: this.request.user.id }
}
},
SymbolProfile: {
connect: {
dataSource_symbol: {
dataSource: data.dataSource,
symbol: data.symbol
}
}
},
User: { connect: { id: this.request.user.id } }
},
where: {

View File

@ -53,7 +53,13 @@ export class OrderService {
}
public async createOrder(
data: Prisma.OrderCreateInput & { accountId?: string; userId: string }
data: Prisma.OrderCreateInput & {
accountId?: string;
currency?: string;
dataSource?: DataSource;
symbol?: string;
userId: string;
}
): Promise<Order> {
const defaultAccount = (
await this.accountService.getAccounts(data.userId)
@ -71,15 +77,13 @@ export class OrderService {
};
if (data.type === 'ITEM') {
const currency = data.currency;
const currency = data.SymbolProfile.connectOrCreate.create.currency;
const dataSource: DataSource = 'MANUAL';
const id = uuidv4();
const name = data.SymbolProfile.connectOrCreate.create.symbol;
Account = undefined;
data.dataSource = dataSource;
data.id = id;
data.symbol = null;
data.SymbolProfile.connectOrCreate.create.currency = currency;
data.SymbolProfile.connectOrCreate.create.dataSource = dataSource;
data.SymbolProfile.connectOrCreate.create.name = name;
@ -93,29 +97,32 @@ export class OrderService {
data.SymbolProfile.connectOrCreate.create.symbol.toUpperCase();
}
await this.dataGatheringService.gatherProfileData([
{
dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
}
]);
const isDraft = isAfter(data.date as Date, endOfToday());
if (!isDraft) {
// Gather symbol data of order in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: data.dataSource,
dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
date: <Date>data.date,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
}
]);
}
this.dataGatheringService.gatherProfileData([
{
dataSource: data.dataSource,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
}
]);
await this.cacheService.flush();
delete data.accountId;
delete data.currency;
delete data.dataSource;
delete data.symbol;
delete data.userId;
const orderData: Prisma.OrderCreateInput = data;
@ -193,50 +200,60 @@ export class OrderService {
value,
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
order.SymbolProfile.currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
order.currency,
order.SymbolProfile.currency,
userCurrency
)
};
});
}
public async updateOrder(params: {
public async updateOrder({
data,
where
}: {
data: Prisma.OrderUpdateInput & {
currency?: string;
dataSource?: DataSource;
symbol?: string;
};
where: Prisma.OrderWhereUniqueInput;
data: Prisma.OrderUpdateInput;
}): Promise<Order> {
const { data, where } = params;
if (data.Account.connect.id_userId.id === null) {
delete data.Account;
}
let isDraft = false;
if (data.type === 'ITEM') {
const name = data.symbol;
const name = data.SymbolProfile.connect.dataSource_symbol.symbol;
data.symbol = null;
data.SymbolProfile = { update: { name } };
}
} else {
isDraft = isAfter(data.date as Date, endOfToday());
const isDraft = isAfter(data.date as Date, endOfToday());
if (!isDraft) {
// Gather symbol data of order in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: <DataSource>data.dataSource,
date: <Date>data.date,
symbol: <string>data.symbol
}
]);
if (!isDraft) {
// Gather symbol data of order in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: data.SymbolProfile.connect.dataSource_symbol.dataSource,
date: <Date>data.date,
symbol: data.SymbolProfile.connect.dataSource_symbol.symbol
}
]);
}
}
await this.cacheService.flush();
delete data.currency;
delete data.dataSource;
delete data.symbol;
return this.prismaService.order.update({
data: {
...data,

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@ -1,8 +1,7 @@
import { TimelinePosition } from '@ghostfolio/common/interfaces';
import { ResponseError, TimelinePosition } from '@ghostfolio/common/interfaces';
import Big from 'big.js';
export interface CurrentPositions {
hasErrors: boolean;
export interface CurrentPositions extends ResponseError {
positions: TimelinePosition[];
grossPerformance: Big;
grossPerformancePercentage: Big;

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@ -66,6 +66,7 @@ describe('PortfolioCalculatorNew', () => {
expect(currentPositions).toEqual({
currentValue: new Big('0'),
errors: [],
grossPerformance: new Big('-12.6'),
grossPerformancePercentage: new Big('-0.0440867739678096571'),
hasErrors: false,

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@ -55,6 +55,7 @@ describe('PortfolioCalculatorNew', () => {
expect(currentPositions).toEqual({
currentValue: new Big('297.8'),
errors: [],
grossPerformance: new Big('24.6'),
grossPerformancePercentage: new Big('0.09004392386530014641'),
hasErrors: false,

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@ -1,7 +1,11 @@
import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
import { TimelinePosition } from '@ghostfolio/common/interfaces';
import {
ResponseError,
TimelinePosition,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Logger } from '@nestjs/common';
import { Type as TypeOfOrder } from '@prisma/client';
import Big from 'big.js';
@ -232,6 +236,8 @@ export class PortfolioCalculatorNew {
const positions: TimelinePosition[] = [];
let hasAnySymbolMetricsErrors = false;
const errors: ResponseError['errors'] = [];
for (const item of lastTransactionPoint.items) {
const marketValue = marketSymbolMap[todayString]?.[item.symbol];
@ -272,12 +278,17 @@ export class PortfolioCalculatorNew {
symbol: item.symbol,
transactionCount: item.transactionCount
});
if (hasErrors) {
errors.push({ dataSource: item.dataSource, symbol: item.symbol });
}
}
const overall = this.calculateOverallPerformance(positions, initialValues);
return {
...overall,
errors,
positions,
hasErrors: hasAnySymbolMetricsErrors || overall.hasErrors
};
@ -447,7 +458,8 @@ export class PortfolioCalculatorNew {
);
} else if (!currentPosition.quantity.eq(0)) {
Logger.warn(
`Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
`Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`,
'PortfolioCalculatorNew'
);
hasErrors = true;
}
@ -512,7 +524,8 @@ export class PortfolioCalculatorNew {
} catch (error) {
Logger.error(
`Failed to fetch info for date ${startDate} with exception`,
error
error,
'PortfolioCalculatorNew'
);
return null;
}

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@ -238,7 +238,10 @@ export class PortfolioCalculator {
if (!marketSymbolMap[nextDate]?.[item.symbol]) {
invalidSymbols.push(item.symbol);
hasErrors = true;
Logger.warn(`Missing value for symbol ${item.symbol} at ${nextDate}`);
Logger.warn(
`Missing value for symbol ${item.symbol} at ${nextDate}`,
'PortfolioCalculator'
);
continue;
}
let lastInvestment: Big = new Big(0);
@ -270,7 +273,8 @@ export class PortfolioCalculator {
invalidSymbols.push(item.symbol);
hasErrors = true;
Logger.warn(
`Missing value for symbol ${item.symbol} at ${currentDate}`
`Missing value for symbol ${item.symbol} at ${currentDate}`,
'PortfolioCalculator'
);
continue;
}
@ -514,7 +518,8 @@ export class PortfolioCalculator {
);
} else if (!currentPosition.quantity.eq(0)) {
Logger.warn(
`Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
`Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`,
'PortfolioCalculator'
);
hasErrors = true;
}
@ -581,7 +586,8 @@ export class PortfolioCalculator {
} catch (error) {
Logger.error(
`Failed to fetch info for date ${startDate} with exception`,
error
error,
'PortfolioCalculator'
);
return null;
}

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@ -14,7 +14,7 @@ import {
PortfolioChart,
PortfolioDetails,
PortfolioInvestments,
PortfolioPerformance,
PortfolioPerformanceResponse,
PortfolioPublicDetails,
PortfolioReport,
PortfolioSummary
@ -204,10 +204,11 @@ export class PortfolioController {
@Get('performance')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPerformance(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
): Promise<{ hasErrors: boolean; performance: PortfolioPerformance }> {
): Promise<PortfolioPerformanceResponse> {
const performanceInformation = await this.portfolioServiceStrategy
.get()
.getPerformance(impersonationId, range);
@ -333,6 +334,7 @@ export class PortfolioController {
'currentNetPerformance',
'currentValue',
'dividend',
'emergencyFund',
'fees',
'items',
'netWorth',

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@ -5,6 +5,8 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@ -19,12 +21,16 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
import {
ASSET_SUB_CLASS_EMERGENCY_FUND,
UNKNOWN_KEY,
baseCurrency
} from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
import {
Accounts,
PortfolioDetails,
PortfolioPerformance,
PortfolioPerformanceResponse,
PortfolioReport,
PortfolioSummary,
Position,
@ -76,7 +82,8 @@ export class PortfolioServiceNew {
private readonly orderService: OrderService,
@Inject(REQUEST) private readonly request: RequestWithUser,
private readonly rulesService: RulesService,
private readonly symbolProfileService: SymbolProfileService
private readonly symbolProfileService: SymbolProfileService,
private readonly userService: UserService
) {}
public async getAccounts(aUserId: string): Promise<AccountWithValue[]> {
@ -100,15 +107,22 @@ export class PortfolioServiceNew {
}
}
const value = details.accounts[account.id]?.current ?? 0;
const result = {
...account,
transactionCount,
convertedBalance: this.exchangeRateDataService.toCurrency(
value,
balanceInBaseCurrency: this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
userCurrency
),
value: details.accounts[account.id]?.current ?? 0
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
account.currency,
userCurrency
)
};
delete result.Order;
@ -119,17 +133,26 @@ export class PortfolioServiceNew {
public async getAccountsWithAggregations(aUserId: string): Promise<Accounts> {
const accounts = await this.getAccounts(aUserId);
let totalBalance = 0;
let totalValue = 0;
let totalBalanceInBaseCurrency = new Big(0);
let totalValueInBaseCurrency = new Big(0);
let transactionCount = 0;
for (const account of accounts) {
totalBalance += account.convertedBalance;
totalValue += account.value;
totalBalanceInBaseCurrency = totalBalanceInBaseCurrency.plus(
account.balanceInBaseCurrency
);
totalValueInBaseCurrency = totalValueInBaseCurrency.plus(
account.valueInBaseCurrency
);
transactionCount += account.transactionCount;
}
return { accounts, totalBalance, totalValue, transactionCount };
return {
accounts,
transactionCount,
totalBalanceInBaseCurrency: totalBalanceInBaseCurrency.toNumber(),
totalValueInBaseCurrency: totalValueInBaseCurrency.toNumber()
};
}
public async getInvestments(
@ -279,7 +302,11 @@ export class PortfolioServiceNew {
aDateRange: DateRange = 'max'
): Promise<PortfolioDetails & { hasErrors: boolean }> {
const userId = await this.getUserId(aImpersonationId, aUserId);
const user = await this.userService.user({ id: userId });
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
const { orders, portfolioOrders, transactionPoints } =
@ -293,13 +320,11 @@ export class PortfolioServiceNew {
orders: portfolioOrders
});
if (transactionPoints?.length <= 0) {
return { accounts: {}, holdings: {}, hasErrors: false };
}
portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date);
const portfolioStart = parseDate(
transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
);
const startDate = this.getStartDate(aDateRange, portfolioStart);
const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate
@ -312,9 +337,11 @@ export class PortfolioServiceNew {
const holdings: PortfolioDetails['holdings'] = {};
const totalInvestment = currentPositions.totalInvestment.plus(
cashDetails.balance
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(cashDetails.balance);
const dataGatheringItems = currentPositions.positions.map((position) => {
return {
@ -377,6 +404,7 @@ export class PortfolioServiceNew {
const cashPositions = await this.getCashPositions({
cashDetails,
emergencyFund,
userCurrency,
investment: totalInvestment,
value: totalValue
@ -434,7 +462,7 @@ export class PortfolioServiceNew {
};
}
const positionCurrency = orders[0].currency;
const positionCurrency = orders[0].SymbolProfile.currency;
const [SymbolProfile] = await this.symbolProfileService.getSymbolProfiles([
aSymbol
]);
@ -444,13 +472,13 @@ export class PortfolioServiceNew {
return order.type === 'BUY' || order.type === 'SELL';
})
.map((order) => ({
currency: order.currency,
dataSource: order.SymbolProfile?.dataSource ?? order.dataSource,
currency: order.SymbolProfile.currency,
dataSource: order.SymbolProfile.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(order.fee),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
symbol: order.SymbolProfile.symbol,
type: order.type,
unitPrice: new Big(order.unitPrice)
}));
@ -714,7 +742,7 @@ export class PortfolioServiceNew {
public async getPerformance(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<{ hasErrors: boolean; performance: PortfolioPerformance }> {
): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
@ -760,6 +788,7 @@ export class PortfolioServiceNew {
currentPositions.netPerformancePercentage.toNumber();
return {
errors: currentPositions.errors,
hasErrors: currentPositions.hasErrors || hasErrors,
performance: {
currentGrossPerformance,
@ -866,10 +895,11 @@ export class PortfolioServiceNew {
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.currency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance(aImpersonationId);
const { balance } = await this.accountService.getCashDetails(
const { balanceInBaseCurrency } = await this.accountService.getCashDetails(
userId,
userCurrency
);
@ -878,6 +908,9 @@ export class PortfolioServiceNew {
userId
});
const dividend = this.getDividend(orders).toNumber();
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const fees = this.getFees(orders).toNumber();
const firstOrderDate = orders[0]?.date;
const items = this.getItems(orders).toNumber();
@ -885,9 +918,10 @@ export class PortfolioServiceNew {
const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
const committedFunds = new Big(totalBuy).minus(totalSell);
const netWorth = new Big(balance)
const netWorth = new Big(balanceInBaseCurrency)
.plus(performanceInformation.performance.currentValue)
.plus(items)
.toNumber();
@ -910,6 +944,7 @@ export class PortfolioServiceNew {
return {
...performanceInformation.performance,
annualizedPerformancePercent,
cash,
dividend,
fees,
firstOrderDate,
@ -917,8 +952,8 @@ export class PortfolioServiceNew {
netWorth,
totalBuy,
totalSell,
cash: balance,
committedFunds: committedFunds.toNumber(),
emergencyFund: emergencyFund.toNumber(),
ordersCount: orders.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
}).length
@ -927,16 +962,18 @@ export class PortfolioServiceNew {
private async getCashPositions({
cashDetails,
emergencyFund,
investment,
userCurrency,
value
}: {
cashDetails: CashDetails;
emergencyFund: Big;
investment: Big;
value: Big;
userCurrency: string;
}) {
const cashPositions = {};
const cashPositions: PortfolioDetails['holdings'] = {};
for (const account of cashDetails.accounts) {
const convertedBalance = this.exchangeRateDataService.toCurrency(
@ -960,6 +997,7 @@ export class PortfolioServiceNew {
assetSubClass: AssetClass.CASH,
countries: [],
currency: account.currency,
dataSource: undefined,
grossPerformance: 0,
grossPerformancePercent: 0,
investment: convertedBalance,
@ -977,6 +1015,28 @@ export class PortfolioServiceNew {
}
}
if (emergencyFund.gt(0)) {
cashPositions[ASSET_SUB_CLASS_EMERGENCY_FUND] = {
...cashPositions[userCurrency],
assetSubClass: ASSET_SUB_CLASS_EMERGENCY_FUND,
investment: emergencyFund.toNumber(),
name: ASSET_SUB_CLASS_EMERGENCY_FUND,
symbol: ASSET_SUB_CLASS_EMERGENCY_FUND,
value: emergencyFund.toNumber()
};
cashPositions[userCurrency].investment = new Big(
cashPositions[userCurrency].investment
)
.minus(emergencyFund)
.toNumber();
cashPositions[userCurrency].value = new Big(
cashPositions[userCurrency].value
)
.minus(emergencyFund)
.toNumber();
}
for (const symbol of Object.keys(cashPositions)) {
// Calculate allocations for each currency
cashPositions[symbol].allocationCurrent = new Big(
@ -1006,7 +1066,7 @@ export class PortfolioServiceNew {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -1025,7 +1085,7 @@ export class PortfolioServiceNew {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -1047,7 +1107,7 @@ export class PortfolioServiceNew {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -1100,24 +1160,24 @@ export class PortfolioServiceNew {
}
const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
currency: order.currency,
dataSource: order.SymbolProfile?.dataSource ?? order.dataSource,
currency: order.SymbolProfile.currency,
dataSource: order.SymbolProfile.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(
this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
order.SymbolProfile.currency,
userCurrency
)
),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
symbol: order.SymbolProfile.symbol,
type: order.type,
unitPrice: new Big(
this.exchangeRateDataService.toCurrency(
order.unitPrice,
order.currency,
order.SymbolProfile.currency,
userCurrency
)
)
@ -1153,22 +1213,18 @@ export class PortfolioServiceNew {
return accountId === account.id;
});
const convertedBalance = this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
userCurrency
);
accounts[account.id] = {
balance: convertedBalance,
balance: account.balance,
currency: account.currency,
current: convertedBalance,
current: account.balance,
name: account.name,
original: convertedBalance
original: account.balance
};
for (const order of ordersByAccount) {
let currentValueOfSymbol =
order.quantity * portfolioItemsNow[order.symbol].marketPrice;
order.quantity *
portfolioItemsNow[order.SymbolProfile.symbol].marketPrice;
let originalValueOfSymbol = order.quantity * order.unitPrice;
if (order.type === 'SELL') {
@ -1218,7 +1274,7 @@ export class PortfolioServiceNew {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.quantity * order.unitPrice,
order.currency,
order.SymbolProfile.currency,
currency
);
})

View File

@ -6,6 +6,8 @@ import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfol
import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/portfolio-calculator';
import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@ -20,12 +22,16 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
import {
ASSET_SUB_CLASS_EMERGENCY_FUND,
UNKNOWN_KEY,
baseCurrency
} from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
import {
Accounts,
PortfolioDetails,
PortfolioPerformance,
PortfolioPerformanceResponse,
PortfolioReport,
PortfolioSummary,
Position,
@ -75,7 +81,8 @@ export class PortfolioService {
private readonly orderService: OrderService,
@Inject(REQUEST) private readonly request: RequestWithUser,
private readonly rulesService: RulesService,
private readonly symbolProfileService: SymbolProfileService
private readonly symbolProfileService: SymbolProfileService,
private readonly userService: UserService
) {}
public async getAccounts(aUserId: string): Promise<AccountWithValue[]> {
@ -99,15 +106,22 @@ export class PortfolioService {
}
}
const value = details.accounts[account.id]?.current ?? 0;
const result = {
...account,
transactionCount,
convertedBalance: this.exchangeRateDataService.toCurrency(
value,
balanceInBaseCurrency: this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
userCurrency
),
value: details.accounts[account.id]?.current ?? 0
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
account.currency,
userCurrency
)
};
delete result.Order;
@ -118,17 +132,26 @@ export class PortfolioService {
public async getAccountsWithAggregations(aUserId: string): Promise<Accounts> {
const accounts = await this.getAccounts(aUserId);
let totalBalance = 0;
let totalValue = 0;
let totalBalanceInBaseCurrency = new Big(0);
let totalValueInBaseCurrency = new Big(0);
let transactionCount = 0;
for (const account of accounts) {
totalBalance += account.convertedBalance;
totalValue += account.value;
totalBalanceInBaseCurrency = totalBalanceInBaseCurrency.plus(
account.balanceInBaseCurrency
);
totalValueInBaseCurrency = totalValueInBaseCurrency.plus(
account.valueInBaseCurrency
);
transactionCount += account.transactionCount;
}
return { accounts, totalBalance, totalValue, transactionCount };
return {
accounts,
transactionCount,
totalBalanceInBaseCurrency: totalBalanceInBaseCurrency.toNumber(),
totalValueInBaseCurrency: totalValueInBaseCurrency.toNumber()
};
}
public async getInvestments(
@ -270,7 +293,11 @@ export class PortfolioService {
aDateRange: DateRange = 'max'
): Promise<PortfolioDetails & { hasErrors: boolean }> {
const userId = await this.getUserId(aImpersonationId, aUserId);
const user = await this.userService.user({ id: userId });
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
const portfolioCalculator = new PortfolioCalculator(
this.currentRateService,
@ -281,13 +308,11 @@ export class PortfolioService {
userId
});
if (transactionPoints?.length <= 0) {
return { accounts: {}, holdings: {}, hasErrors: false };
}
portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date);
const portfolioStart = parseDate(
transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
);
const startDate = this.getStartDate(aDateRange, portfolioStart);
const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate
@ -300,9 +325,11 @@ export class PortfolioService {
const holdings: PortfolioDetails['holdings'] = {};
const totalInvestment = currentPositions.totalInvestment.plus(
cashDetails.balance
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(cashDetails.balance);
const dataGatheringItems = currentPositions.positions.map((position) => {
return {
@ -365,6 +392,7 @@ export class PortfolioService {
const cashPositions = await this.getCashPositions({
cashDetails,
emergencyFund,
userCurrency,
investment: totalInvestment,
value: totalValue
@ -422,7 +450,7 @@ export class PortfolioService {
};
}
const positionCurrency = orders[0].currency;
const positionCurrency = orders[0].SymbolProfile.currency;
const [SymbolProfile] = await this.symbolProfileService.getSymbolProfiles([
aSymbol
]);
@ -432,13 +460,13 @@ export class PortfolioService {
return order.type === 'BUY' || order.type === 'SELL';
})
.map((order) => ({
currency: order.currency,
dataSource: order.SymbolProfile?.dataSource ?? order.dataSource,
currency: order.SymbolProfile.currency,
dataSource: order.SymbolProfile.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(order.fee),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
symbol: order.SymbolProfile.symbol,
type: order.type,
unitPrice: new Big(order.unitPrice)
}));
@ -696,7 +724,7 @@ export class PortfolioService {
public async getPerformance(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<{ hasErrors: boolean; performance: PortfolioPerformance }> {
): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const portfolioCalculator = new PortfolioCalculator(
@ -845,10 +873,11 @@ export class PortfolioService {
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.currency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance(aImpersonationId);
const { balance } = await this.accountService.getCashDetails(
const { balanceInBaseCurrency } = await this.accountService.getCashDetails(
userId,
userCurrency
);
@ -857,6 +886,9 @@ export class PortfolioService {
userId
});
const dividend = this.getDividend(orders).toNumber();
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const fees = this.getFees(orders).toNumber();
const firstOrderDate = orders[0]?.date;
const items = this.getItems(orders).toNumber();
@ -864,15 +896,17 @@ export class PortfolioService {
const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
const committedFunds = new Big(totalBuy).minus(totalSell);
const netWorth = new Big(balance)
const netWorth = new Big(balanceInBaseCurrency)
.plus(performanceInformation.performance.currentValue)
.plus(items)
.toNumber();
return {
...performanceInformation.performance,
cash,
dividend,
fees,
firstOrderDate,
@ -882,8 +916,8 @@ export class PortfolioService {
totalSell,
annualizedPerformancePercent:
performanceInformation.performance.annualizedPerformancePercent,
cash: balance,
committedFunds: committedFunds.toNumber(),
emergencyFund: emergencyFund.toNumber(),
ordersCount: orders.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
}).length
@ -892,16 +926,18 @@ export class PortfolioService {
private async getCashPositions({
cashDetails,
emergencyFund,
investment,
userCurrency,
value
}: {
cashDetails: CashDetails;
emergencyFund: Big;
investment: Big;
userCurrency: string;
value: Big;
}) {
const cashPositions = {};
const cashPositions: PortfolioDetails['holdings'] = {};
for (const account of cashDetails.accounts) {
const convertedBalance = this.exchangeRateDataService.toCurrency(
@ -925,6 +961,7 @@ export class PortfolioService {
assetSubClass: AssetClass.CASH,
countries: [],
currency: account.currency,
dataSource: undefined,
grossPerformance: 0,
grossPerformancePercent: 0,
investment: convertedBalance,
@ -942,6 +979,28 @@ export class PortfolioService {
}
}
if (emergencyFund.gt(0)) {
cashPositions[ASSET_SUB_CLASS_EMERGENCY_FUND] = {
...cashPositions[userCurrency],
assetSubClass: ASSET_SUB_CLASS_EMERGENCY_FUND,
investment: emergencyFund.toNumber(),
name: ASSET_SUB_CLASS_EMERGENCY_FUND,
symbol: ASSET_SUB_CLASS_EMERGENCY_FUND,
value: emergencyFund.toNumber()
};
cashPositions[userCurrency].investment = new Big(
cashPositions[userCurrency].investment
)
.minus(emergencyFund)
.toNumber();
cashPositions[userCurrency].value = new Big(
cashPositions[userCurrency].value
)
.minus(emergencyFund)
.toNumber();
}
for (const symbol of Object.keys(cashPositions)) {
// Calculate allocations for each currency
cashPositions[symbol].allocationCurrent = new Big(
@ -971,7 +1030,7 @@ export class PortfolioService {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -990,7 +1049,7 @@ export class PortfolioService {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -1012,7 +1071,7 @@ export class PortfolioService {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.currency,
order.SymbolProfile.currency,
this.request.user.Settings.currency
);
})
@ -1064,24 +1123,24 @@ export class PortfolioService {
}
const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
currency: order.currency,
dataSource: order.SymbolProfile?.dataSource ?? order.dataSource,
currency: order.SymbolProfile.currency,
dataSource: order.SymbolProfile.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(
this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
order.SymbolProfile.currency,
userCurrency
)
),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
symbol: order.SymbolProfile.symbol,
type: order.type,
unitPrice: new Big(
this.exchangeRateDataService.toCurrency(
order.unitPrice,
order.currency,
order.SymbolProfile.currency,
userCurrency
)
)
@ -1113,22 +1172,18 @@ export class PortfolioService {
return accountId === account.id;
});
const convertedBalance = this.exchangeRateDataService.toCurrency(
account.balance,
account.currency,
userCurrency
);
accounts[account.id] = {
balance: convertedBalance,
balance: account.balance,
currency: account.currency,
current: convertedBalance,
current: account.balance,
name: account.name,
original: convertedBalance
original: account.balance
};
for (const order of ordersByAccount) {
let currentValueOfSymbol =
order.quantity * portfolioItemsNow[order.symbol].marketPrice;
order.quantity *
portfolioItemsNow[order.SymbolProfile.symbol].marketPrice;
let originalValueOfSymbol = order.quantity * order.unitPrice;
if (order.type === 'SELL') {
@ -1178,7 +1233,7 @@ export class PortfolioService {
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.quantity * order.unitPrice,
order.currency,
order.SymbolProfile.currency,
currency
);
})

View File

@ -46,22 +46,25 @@ export class SubscriptionController {
((await this.propertyService.getByKey(PROPERTY_COUPONS)) as Coupon[]) ??
[];
const isValid = coupons.some((coupon) => {
return coupon.code === couponCode;
const coupon = coupons.find((currentCoupon) => {
return currentCoupon.code === couponCode;
});
if (!isValid) {
if (coupon === undefined) {
throw new HttpException(
getReasonPhrase(StatusCodes.BAD_REQUEST),
StatusCodes.BAD_REQUEST
);
}
await this.subscriptionService.createSubscription(this.request.user.id);
await this.subscriptionService.createSubscription({
duration: coupon.duration,
userId: this.request.user.id
});
// Destroy coupon
coupons = coupons.filter((coupon) => {
return coupon.code !== couponCode;
coupons = coupons.filter((currentCoupon) => {
return currentCoupon.code !== couponCode;
});
await this.propertyService.put({
key: PROPERTY_COUPONS,
@ -69,7 +72,8 @@ export class SubscriptionController {
});
Logger.log(
`Subscription for user '${this.request.user.id}' has been created with coupon`
`Subscription for user '${this.request.user.id}' has been created with a coupon for ${coupon.duration}`,
'SubscriptionController'
);
return {
@ -84,7 +88,10 @@ export class SubscriptionController {
req.query.checkoutSessionId
);
Logger.log(`Subscription for user '${userId}' has been created via Stripe`);
Logger.log(
`Subscription for user '${userId}' has been created via Stripe`,
'SubscriptionController'
);
res.redirect(`${this.configurationService.get('ROOT_URL')}/account`);
}
@ -101,7 +108,7 @@ export class SubscriptionController {
userId: this.request.user.id
});
} catch (error) {
Logger.error(error);
Logger.error(error, 'SubscriptionController');
throw new HttpException(
getReasonPhrase(StatusCodes.BAD_REQUEST),

View File

@ -2,8 +2,9 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
import { Injectable, Logger } from '@nestjs/common';
import { Subscription, User } from '@prisma/client';
import { addDays, isBefore } from 'date-fns';
import { Subscription } from '@prisma/client';
import { addMilliseconds, isBefore } from 'date-fns';
import ms, { StringValue } from 'ms';
import Stripe from 'stripe';
@Injectable()
@ -64,13 +65,19 @@ export class SubscriptionService {
};
}
public async createSubscription(aUserId: string) {
public async createSubscription({
duration = '1 year',
userId
}: {
duration?: StringValue;
userId: string;
}) {
await this.prismaService.subscription.create({
data: {
expiresAt: addDays(new Date(), 365),
expiresAt: addMilliseconds(new Date(), ms(duration)),
User: {
connect: {
id: aUserId
id: userId
}
}
}
@ -83,7 +90,7 @@ export class SubscriptionService {
aCheckoutSessionId
);
await this.createSubscription(session.client_reference_id);
await this.createSubscription({ userId: session.client_reference_id });
await this.stripe.customers.update(session.customer as string, {
description: session.client_reference_id
@ -91,7 +98,7 @@ export class SubscriptionService {
return session.client_reference_id;
} catch (error) {
Logger.error(error);
Logger.error(error, 'SubscriptionService');
}
}

View File

@ -95,7 +95,7 @@ export class SymbolService {
results.items = items;
return results;
} catch (error) {
Logger.error(error);
Logger.error(error, 'SymbolService');
throw error;
}

View File

@ -1,3 +1,5 @@
export interface UserSettings {
emergencyFund?: number;
isNewCalculationEngine?: boolean;
isRestrictedView?: boolean;
}

View File

@ -1,6 +1,10 @@
import { IsBoolean, IsOptional } from 'class-validator';
import { IsBoolean, IsNumber, IsOptional } from 'class-validator';
export class UpdateUserSettingDto {
@IsNumber()
@IsOptional()
emergencyFund?: number;
@IsBoolean()
@IsOptional()
isNewCalculationEngine?: boolean;

View File

@ -23,7 +23,6 @@ import {
import { REQUEST } from '@nestjs/core';
import { JwtService } from '@nestjs/jwt';
import { AuthGuard } from '@nestjs/passport';
import { Provider, Role } from '@prisma/client';
import { User as UserModel } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';

View File

@ -15,7 +15,7 @@ import {
} from '@ghostfolio/common/permissions';
import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
import { Injectable } from '@nestjs/common';
import { Prisma, Provider, Role, User, ViewMode } from '@prisma/client';
import { Prisma, Role, User, ViewMode } from '@prisma/client';
import { UserSettingsParams } from './interfaces/user-settings-params.interface';
import { UserSettings } from './interfaces/user-settings.interface';

View File

@ -32,7 +32,6 @@ export class TransformDataSourceInResponseInterceptor<T>
activity.SymbolProfile.dataSource = encodeDataSource(
activity.SymbolProfile.dataSource
);
activity.dataSource = encodeDataSource(activity.dataSource);
return activity;
});
}
@ -41,6 +40,14 @@ export class TransformDataSourceInResponseInterceptor<T>
data.dataSource = encodeDataSource(data.dataSource);
}
if (data.errors) {
for (const error of data.errors) {
if (error.dataSource) {
error.dataSource = encodeDataSource(error.dataSource);
}
}
}
if (data.holdings) {
for (const symbol of Object.keys(data.holdings)) {
if (data.holdings[symbol].dataSource) {
@ -58,13 +65,6 @@ export class TransformDataSourceInResponseInterceptor<T>
});
}
if (data.orders) {
data.orders.map((order) => {
order.dataSource = encodeDataSource(order.dataSource);
return order;
});
}
if (data.positions) {
data.positions.map((position) => {
position.dataSource = encodeDataSource(position.dataSource);

View File

@ -4,6 +4,7 @@ import {
PROPERTY_LOCKED_DATA_GATHERING
} from '@ghostfolio/common/config';
import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { Inject, Injectable, Logger } from '@nestjs/common';
import { DataSource } from '@prisma/client';
import {
@ -39,7 +40,7 @@ export class DataGatheringService {
const isDataGatheringNeeded = await this.isDataGatheringNeeded();
if (isDataGatheringNeeded) {
Logger.log('7d data gathering has been started.');
Logger.log('7d data gathering has been started.', 'DataGatheringService');
console.time('data-gathering-7d');
await this.prismaService.property.create({
@ -63,7 +64,7 @@ export class DataGatheringService {
where: { key: PROPERTY_LAST_DATA_GATHERING }
});
} catch (error) {
Logger.error(error);
Logger.error(error, 'DataGatheringService');
}
await this.prismaService.property.delete({
@ -72,7 +73,10 @@ export class DataGatheringService {
}
});
Logger.log('7d data gathering has been completed.');
Logger.log(
'7d data gathering has been completed.',
'DataGatheringService'
);
console.timeEnd('data-gathering-7d');
}
}
@ -83,7 +87,10 @@ export class DataGatheringService {
});
if (!isDataGatheringLocked) {
Logger.log('Max data gathering has been started.');
Logger.log(
'Max data gathering has been started.',
'DataGatheringService'
);
console.time('data-gathering-max');
await this.prismaService.property.create({
@ -107,7 +114,7 @@ export class DataGatheringService {
where: { key: PROPERTY_LAST_DATA_GATHERING }
});
} catch (error) {
Logger.error(error);
Logger.error(error, 'DataGatheringService');
}
await this.prismaService.property.delete({
@ -116,24 +123,24 @@ export class DataGatheringService {
}
});
Logger.log('Max data gathering has been completed.');
Logger.log(
'Max data gathering has been completed.',
'DataGatheringService'
);
console.timeEnd('data-gathering-max');
}
}
public async gatherSymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public async gatherSymbol({ dataSource, symbol }: UniqueAsset) {
const isDataGatheringLocked = await this.prismaService.property.findUnique({
where: { key: PROPERTY_LOCKED_DATA_GATHERING }
});
if (!isDataGatheringLocked) {
Logger.log(`Symbol data gathering for ${symbol} has been started.`);
Logger.log(
`Symbol data gathering for ${symbol} has been started.`,
'DataGatheringService'
);
console.time('data-gathering-symbol');
await this.prismaService.property.create({
@ -164,7 +171,7 @@ export class DataGatheringService {
where: { key: PROPERTY_LAST_DATA_GATHERING }
});
} catch (error) {
Logger.error(error);
Logger.error(error, 'DataGatheringService');
}
await this.prismaService.property.delete({
@ -173,7 +180,10 @@ export class DataGatheringService {
}
});
Logger.log(`Symbol data gathering for ${symbol} has been completed.`);
Logger.log(
`Symbol data gathering for ${symbol} has been completed.`,
'DataGatheringService'
);
console.timeEnd('data-gathering-symbol');
}
}
@ -210,14 +220,17 @@ export class DataGatheringService {
});
}
} catch (error) {
Logger.error(error);
Logger.error(error, 'DataGatheringService');
} finally {
return undefined;
}
}
public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
Logger.log('Profile data gathering has been started.');
Logger.log(
'Profile data gathering has been started.',
'DataGatheringService'
);
console.time('data-gathering-profile');
let dataGatheringItems = aDataGatheringItems?.filter(
@ -253,7 +266,8 @@ export class DataGatheringService {
} catch (error) {
Logger.error(
`Failed to enhance data for symbol ${symbol} by ${dataEnhancer.getName()}`,
error
error,
'DataGatheringService'
);
}
}
@ -299,11 +313,18 @@ export class DataGatheringService {
}
});
} catch (error) {
Logger.error(`${symbol}: ${error?.meta?.cause}`);
Logger.error(
`${symbol}: ${error?.meta?.cause}`,
error,
'DataGatheringService'
);
}
}
Logger.log('Profile data gathering has been completed.');
Logger.log(
'Profile data gathering has been completed.',
'DataGatheringService'
);
console.timeEnd('data-gathering-profile');
}
@ -366,7 +387,8 @@ export class DataGatheringService {
`Failed to gather data for symbol ${symbol} from ${dataSource} at ${format(
currentDate,
DATE_FORMAT
)}.`
)}.`,
'DataGatheringService'
);
}
@ -382,14 +404,15 @@ export class DataGatheringService {
}
} catch (error) {
hasError = true;
Logger.error(error);
Logger.error(error, 'DataGatheringService');
}
if (symbolCounter > 0 && symbolCounter % 100 === 0) {
Logger.log(
`Data gathering progress: ${(
this.dataGatheringProgress * 100
).toFixed(2)}%`
).toFixed(2)}%`,
'DataGatheringService'
);
}
@ -479,7 +502,7 @@ export class DataGatheringService {
}
public async reset() {
Logger.log('Data gathering has been reset.');
Logger.log('Data gathering has been reset.', 'DataGatheringService');
await this.prismaService.property.deleteMany({
where: {
@ -554,19 +577,24 @@ export class DataGatheringService {
}
private async getSymbolsProfileData(): Promise<IDataGatheringItem[]> {
const distinctOrders = await this.prismaService.order.findMany({
distinct: ['symbol'],
orderBy: [{ symbol: 'asc' }],
select: { dataSource: true, symbol: true }
const symbolProfiles = await this.prismaService.symbolProfile.findMany({
orderBy: [{ symbol: 'asc' }]
});
return distinctOrders.filter((distinctOrder) => {
return (
distinctOrder.dataSource !== DataSource.GHOSTFOLIO &&
distinctOrder.dataSource !== DataSource.MANUAL &&
distinctOrder.dataSource !== DataSource.RAKUTEN
);
});
return symbolProfiles
.filter((symbolProfile) => {
return (
symbolProfile.dataSource !== DataSource.GHOSTFOLIO &&
symbolProfile.dataSource !== DataSource.MANUAL &&
symbolProfile.dataSource !== DataSource.RAKUTEN
);
})
.map((symbolProfile) => {
return {
dataSource: symbolProfile.dataSource,
symbol: symbolProfile.symbol
};
});
}
private async isDataGatheringNeeded() {

View File

@ -1,5 +1,6 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse
@ -10,7 +11,6 @@ import { Injectable, Logger } from '@nestjs/common';
import { DataSource, SymbolProfile } from '@prisma/client';
import { isAfter, isBefore, parse } from 'date-fns';
import { DataProviderInterface } from '../interfaces/data-provider.interface';
import { IAlphaVantageHistoricalResponse } from './interfaces/interfaces';
@Injectable()
@ -76,7 +76,7 @@ export class AlphaVantageService implements DataProviderInterface {
return response;
} catch (error) {
Logger.error(error, symbol);
Logger.error(error, 'AlphaVantageService');
return {};
}

View File

@ -82,7 +82,7 @@ export class DataProviderService {
return r;
}, {});
} catch (error) {
Logger.error(error);
Logger.error(error, 'DataProviderService');
} finally {
return response;
}

View File

@ -7,11 +7,7 @@ import {
} from '@ghostfolio/api/services/interfaces/interfaces';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import {
DATE_FORMAT,
getYesterday,
isGhostfolioScraperApiSymbol
} from '@ghostfolio/common/helper';
import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
import { DataSource, SymbolProfile } from '@prisma/client';
@ -29,7 +25,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
) {}
public canHandle(symbol: string) {
return isGhostfolioScraperApiSymbol(symbol);
return true;
}
public async getAssetProfile(
@ -73,7 +69,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
}
};
} catch (error) {
Logger.error(error);
Logger.error(error, 'GhostfolioScraperApiService');
}
return {};
@ -114,7 +110,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
}
};
} catch (error) {
Logger.error(error);
Logger.error(error, 'GhostfolioScraperApiService');
}
return {};

View File

@ -72,7 +72,7 @@ export class GoogleSheetsService implements DataProviderInterface {
[symbol]: historicalData
};
} catch (error) {
Logger.error(error);
Logger.error(error, 'GoogleSheetsService');
}
return {};
@ -121,7 +121,7 @@ export class GoogleSheetsService implements DataProviderInterface {
return response;
} catch (error) {
Logger.error(error);
Logger.error(error, 'GoogleSheetsService');
}
return {};

View File

@ -1,5 +1,6 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse,
@ -14,8 +15,6 @@ import { DataSource, SymbolProfile } from '@prisma/client';
import * as bent from 'bent';
import { format, subMonths, subWeeks, subYears } from 'date-fns';
import { DataProviderInterface } from '../interfaces/data-provider.interface';
@Injectable()
export class RakutenRapidApiService implements DataProviderInterface {
public static FEAR_AND_GREED_INDEX_NAME = 'Fear & Greed Index';
@ -126,7 +125,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
};
}
} catch (error) {
Logger.error(error);
Logger.error(error, 'RakutenRapidApiService');
}
return {};
@ -161,7 +160,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
const { fgi } = await get();
return fgi;
} catch (error) {
Logger.error(error);
Logger.error(error, 'RakutenRapidApiService');
return undefined;
}

View File

@ -1,5 +1,6 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse,
@ -19,9 +20,7 @@ import * as bent from 'bent';
import Big from 'big.js';
import { countries } from 'countries-list';
import { addDays, format, isSameDay } from 'date-fns';
import yahooFinance2 from 'yahoo-finance2';
import { DataProviderInterface } from '../interfaces/data-provider.interface';
import yahooFinance from 'yahoo-finance2';
@Injectable()
export class YahooFinanceService implements DataProviderInterface {
@ -80,7 +79,7 @@ export class YahooFinanceService implements DataProviderInterface {
try {
const symbol = this.convertToYahooFinanceSymbol(aSymbol);
const assetProfile = await yahooFinance2.quoteSummary(symbol, {
const assetProfile = await yahooFinance.quoteSummary(symbol, {
modules: ['price', 'summaryProfile']
});
@ -143,7 +142,7 @@ export class YahooFinanceService implements DataProviderInterface {
const yahooFinanceSymbol = this.convertToYahooFinanceSymbol(aSymbol);
try {
const historicalResult = await yahooFinance2.historical(
const historicalResult = await yahooFinance.historical(
yahooFinanceSymbol,
{
interval: '1d',
@ -178,7 +177,8 @@ export class YahooFinanceService implements DataProviderInterface {
return response;
} catch (error) {
Logger.warn(
`Skipping yahooFinance2.getHistorical("${aSymbol}"): [${error.name}] ${error.message}`
`Skipping yahooFinance2.getHistorical("${aSymbol}"): [${error.name}] ${error.message}`,
'YahooFinanceService'
);
return {};
@ -202,7 +202,7 @@ export class YahooFinanceService implements DataProviderInterface {
try {
const response: { [symbol: string]: IDataProviderResponse } = {};
const quotes = await yahooFinance2.quote(yahooFinanceSymbols);
const quotes = await yahooFinance.quote(yahooFinanceSymbols);
for (const quote of quotes) {
// Convert symbols back
@ -233,7 +233,7 @@ export class YahooFinanceService implements DataProviderInterface {
return response;
} catch (error) {
Logger.error(error);
Logger.error(error, 'YahooFinanceService');
return {};
}
@ -297,7 +297,7 @@ export class YahooFinanceService implements DataProviderInterface {
});
}
} catch (error) {
Logger.error(error);
Logger.error(error, 'YahooFinanceService');
}
return { items };

View File

@ -114,6 +114,10 @@ export class ExchangeRateDataService {
aFromCurrency: string,
aToCurrency: string
) {
if (aValue === 0) {
return 0;
}
const hasNaN = Object.values(this.exchangeRates).some((exchangeRate) => {
return isNaN(exchangeRate);
});
@ -145,7 +149,8 @@ export class ExchangeRateDataService {
// Fallback with error, if currencies are not available
Logger.error(
`No exchange rate has been found for ${aFromCurrency}${aToCurrency}`
`No exchange rate has been found for ${aFromCurrency}${aToCurrency}`,
'ExchangeRateDataService'
);
return aValue;
}
@ -187,12 +192,7 @@ export class ExchangeRateDataService {
await this.prismaService.symbolProfile.findMany({
distinct: ['currency'],
orderBy: [{ currency: 'asc' }],
select: { currency: true },
where: {
currency: {
not: null
}
}
select: { currency: true }
})
).forEach((symbolProfile) => {
currencies.push(symbolProfile.currency);
@ -206,7 +206,7 @@ export class ExchangeRateDataService {
currencies = currencies.concat(customCurrencies);
}
return uniq(currencies).sort();
return uniq(currencies).filter(Boolean).sort();
}
private prepareCurrencyPairs(aCurrencies: string[]) {

View File

@ -2,6 +2,7 @@ import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-dat
import { DateQuery } from '@ghostfolio/api/app/portfolio/interfaces/date-query.interface';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { resetHours } from '@ghostfolio/common/helper';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { DataSource, MarketData, Prisma } from '@prisma/client';
@ -9,13 +10,7 @@ import { DataSource, MarketData, Prisma } from '@prisma/client';
export class MarketDataService {
public constructor(private readonly prismaService: PrismaService) {}
public async deleteMany({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public async deleteMany({ dataSource, symbol }: UniqueAsset) {
return this.prismaService.marketData.deleteMany({
where: {
dataSource,

View File

@ -54,11 +54,12 @@ export class TwitterBotService {
);
Logger.log(
`Fear & Greed Index has been tweeted: https://twitter.com/ghostfolio_/status/${createdTweet.id}`
`Fear & Greed Index has been tweeted: https://twitter.com/ghostfolio_/status/${createdTweet.id}`,
'TwitterBotService'
);
}
} catch (error) {
Logger.error(error);
Logger.error(error, 'TwitterBotService');
}
}
}

View File

@ -86,7 +86,7 @@
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.convertedBalance"
[value]="element.balance"
></gf-value>
</td>
<td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
@ -94,7 +94,7 @@
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalBalance"
[value]="totalBalanceInBaseCurrency"
></gf-value>
</td>
</ng-container>
@ -116,7 +116,7 @@
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalValue"
[value]="totalValueInBaseCurrency"
></gf-value>
</td>
</ng-container>

View File

@ -24,8 +24,8 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
@Input() deviceType: string;
@Input() locale: string;
@Input() showActions: boolean;
@Input() totalBalance: number;
@Input() totalValue: number;
@Input() totalBalanceInBaseCurrency: number;
@Input() totalValueInBaseCurrency: number;
@Input() transactionCount: number;
@Output() accountDeleted = new EventEmitter<string>();

View File

@ -8,6 +8,7 @@ import {
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { DataService } from '@ghostfolio/client/services/data.service';
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
import { DataSource, MarketData } from '@prisma/client';
import { Subject } from 'rxjs';
@ -44,39 +45,21 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
this.fetchAdminMarketData();
}
public onDeleteProfileData({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
this.adminService
.deleteProfileData({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
}
public onGatherProfileDataBySymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
this.adminService
.gatherProfileDataBySymbol({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
}
public onGatherSymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
this.adminService
.gatherSymbol({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))
@ -93,13 +76,7 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
}
}
public setCurrentProfile({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public setCurrentProfile({ dataSource, symbol }: UniqueAsset) {
this.marketDataDetails = [];
if (this.currentSymbol === symbol) {
@ -129,13 +106,7 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
});
}
private fetchAdminMarketDataBySymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
private fetchAdminMarketDataBySymbol({ dataSource, symbol }: UniqueAsset) {
this.adminService
.fetchAdminMarketDataBySymbol({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))

View File

@ -20,6 +20,7 @@ import {
parseISO
} from 'date-fns';
import { uniq } from 'lodash';
import { StringValue } from 'ms';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -29,6 +30,7 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './admin-overview.html'
})
export class AdminOverviewComponent implements OnDestroy, OnInit {
public couponDuration: StringValue = '30 days';
public coupons: Coupon[];
public customCurrencies: string[];
public dataGatheringInProgress: boolean;
@ -105,7 +107,10 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
public onAddCoupon() {
const coupons = [...this.coupons, { code: this.generateCouponCode(16) }];
const coupons = [
...this.coupons,
{ code: this.generateCouponCode(16), duration: this.couponDuration }
];
this.putCoupons(coupons);
}
@ -118,6 +123,10 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
}
public onChangeCouponDuration(aCouponDuration: StringValue) {
this.couponDuration = aCouponDuration;
}
public onDeleteCoupon(aCouponCode: string) {
const confirmation = confirm('Do you really want to delete this coupon?');

View File

@ -156,11 +156,14 @@
></mat-slide-toggle>
</div>
</div>
<div *ngIf="hasPermissionForSubscription" class="d-flex my-3">
<div
*ngIf="hasPermissionForSubscription"
class="d-flex my-3 subscription"
>
<div class="w-50" i18n>Coupons</div>
<div class="w-50">
<div *ngFor="let coupon of coupons">
<span>{{ coupon.code }}</span>
<span>{{ coupon.code }} ({{ coupon.duration }})</span>
<button
class="mini-icon mx-1 no-min-width px-2"
mat-button
@ -170,10 +173,25 @@
</button>
</div>
<div class="mt-2">
<button color="primary" mat-flat-button (click)="onAddCoupon()">
<ion-icon class="mr-1" name="add-outline"></ion-icon>
<span i18n>Add Coupon</span>
</button>
<form #couponForm="ngForm">
<mat-form-field appearance="outline" class="mr-2">
<mat-select
name="duration"
[value]="couponDuration"
(selectionChange)="onChangeCouponDuration($event.value)"
>
<mat-option value="30 days">30 Days</mat-option>
<mat-option value="1 year">1 Year</mat-option>
</mat-select>
</mat-form-field>
<button
color="primary"
mat-flat-button
(click)="onAddCoupon()"
>
<span i18n>Add</span>
</button>
</form>
</div>
</div>
</div>

View File

@ -1,7 +1,9 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { MatSelectModule } from '@angular/material/select';
import { MatSlideToggleModule } from '@angular/material/slide-toggle';
import { CacheService } from '@ghostfolio/client/services/cache.service';
import { GfValueModule } from '@ghostfolio/ui/value';
@ -12,11 +14,14 @@ import { AdminOverviewComponent } from './admin-overview.component';
declarations: [AdminOverviewComponent],
exports: [],
imports: [
FormsModule,
CommonModule,
GfValueModule,
MatButtonModule,
MatCardModule,
MatSlideToggleModule
MatSelectModule,
MatSlideToggleModule,
ReactiveFormsModule
],
providers: [CacheService],
schemas: [CUSTOM_ELEMENTS_SCHEMA]

View File

@ -20,4 +20,10 @@
}
}
}
.subscription {
.mat-form-field {
max-width: 100%;
}
}
}

View File

@ -14,12 +14,12 @@
Accounts
</th>
<th class="mat-header-cell px-1 py-2 text-right" i18n>
Transactions
Activities
</th>
<th class="mat-header-cell px-1 py-2 text-right" i18n>
Engagement per Day
</th>
<th class="mat-header-cell px-1 py-2" i18n>Last Activitiy</th>
<th class="mat-header-cell px-1 py-2" i18n>Last Request</th>
<th class="mat-header-cell px-1 py-2"></th>
</tr>
</thead>

View File

@ -25,7 +25,7 @@
<a
class="mt-3"
i18n
mat-button
mat-stroked-button
[routerLink]="['/portfolio', 'activities']"
>Manage Activities</a
>

View File

@ -7,7 +7,11 @@ import {
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { defaultDateRangeOptions } from '@ghostfolio/common/config';
import { PortfolioPerformance, User } from '@ghostfolio/common/interfaces';
import {
PortfolioPerformance,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
@ -24,6 +28,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = defaultDateRangeOptions;
public deviceType: string;
public errors: UniqueAsset[];
public hasError: boolean;
public hasImpersonationId: boolean;
public hasPermissionToCreateOrder: boolean;
@ -126,6 +131,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
.fetchPortfolioPerformance({ range: this.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.errors = response.errors;
this.hasError = response.hasErrors;
this.performance = response.performance;
this.isLoadingPerformance = false;

View File

@ -28,6 +28,7 @@
class="pb-4"
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[errors]="errors"
[hasError]="hasError"
[isAllTimeHigh]="isAllTimeHigh"
[isAllTimeLow]="isAllTimeLow"

View File

@ -1,7 +1,9 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { PortfolioSummary, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -11,6 +13,8 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './home-summary.html'
})
export class HomeSummaryComponent implements OnDestroy, OnInit {
public hasImpersonationId: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public isLoading = true;
public summary: PortfolioSummary;
public user: User;
@ -23,6 +27,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private impersonationStorageService: ImpersonationStorageService,
private userService: UserService
) {
this.userService.stateChanged
@ -31,6 +36,11 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
if (state?.user) {
this.user = state.user;
this.hasPermissionToUpdateUserSettings = hasPermission(
this.user.permissions,
permissions.updateUserSettings
);
this.changeDetectorRef.markForCheck();
}
});
@ -40,9 +50,25 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
* Initializes the controller
*/
public ngOnInit() {
this.impersonationStorageService
.onChangeHasImpersonation()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((aId) => {
this.hasImpersonationId = !!aId;
});
this.update();
}
public onChangeEmergencyFund(emergencyFund: number) {
this.dataService
.putUserSetting({ emergencyFund })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.update();
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();

View File

@ -8,9 +8,11 @@
<mat-card-content>
<gf-portfolio-summary
[baseCurrency]="user?.settings?.baseCurrency"
[hasPermissionToUpdateUserSettings]="!hasImpersonationId && hasPermissionToUpdateUserSettings"
[isLoading]="isLoading"
[locale]="user?.settings?.locale"
[summary]="summary"
(emergencyFundChanged)="onChangeEmergencyFund($event)"
></gf-portfolio-summary>
</mat-card-content>
</mat-card>

View File

@ -7,6 +7,7 @@
? 'Sorry! Our data provider partner is experiencing the hiccups.'
: ''
"
(click)="errors?.length > 0 && onShowErrors()"
>
<ion-icon
*ngIf="hasError && !isLoading"

View File

@ -7,7 +7,10 @@ import {
OnInit,
ViewChild
} from '@angular/core';
import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
import {
PortfolioPerformance,
ResponseError
} from '@ghostfolio/common/interfaces';
import { CountUp } from 'countup.js';
import { isNumber } from 'lodash';
@ -20,6 +23,7 @@ import { isNumber } from 'lodash';
export class PortfolioPerformanceComponent implements OnChanges, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() errors: ResponseError['errors'];
@Input() hasError: boolean;
@Input() isAllTimeHigh: boolean;
@Input() isAllTimeLow: boolean;
@ -69,4 +73,12 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
}
}
}
public onShowErrors() {
const errorMessageParts = this.errors.map((error) => {
return `${error.symbol} (${error.dataSource})`;
});
alert(errorMessageParts.join('\n'));
}
}

View File

@ -130,6 +130,26 @@
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Emergency Fund</div>
<div
class="align-items-center d-flex justify-content-end"
[ngClass]="{ 'cursor-pointer': hasPermissionToUpdateUserSettings }"
(click)="hasPermissionToUpdateUserSettings && onEditEmergencyFund()"
>
<ion-icon
*ngIf="hasPermissionToUpdateUserSettings && !isLoading"
class="mr-1 text-muted"
name="ellipsis-horizontal-circle-outline"
></ion-icon>
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
[locale]="locale"
[value]="isLoading ? undefined : summary?.emergencyFund"
></gf-value>
</div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Cash (Buying Power)</div>
<div class="d-flex justify-content-end">

View File

@ -1,9 +1,11 @@
import {
ChangeDetectionStrategy,
Component,
EventEmitter,
Input,
OnChanges,
OnInit
OnInit,
Output
} from '@angular/core';
import { PortfolioSummary } from '@ghostfolio/common/interfaces';
import { formatDistanceToNow } from 'date-fns';
@ -16,10 +18,13 @@ import { formatDistanceToNow } from 'date-fns';
})
export class PortfolioSummaryComponent implements OnChanges, OnInit {
@Input() baseCurrency: string;
@Input() hasPermissionToUpdateUserSettings: boolean;
@Input() isLoading: boolean;
@Input() locale: string;
@Input() summary: PortfolioSummary;
@Output() emergencyFundChanged = new EventEmitter<number>();
public timeInMarket: string;
public constructor() {}
@ -37,4 +42,16 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
this.timeInMarket = undefined;
}
}
public onEditEmergencyFund() {
const emergencyFundInput = prompt(
'Please enter the amount of your emergency fund:',
this.summary.emergencyFund.toString()
);
const emergencyFund = parseFloat(emergencyFundInput?.trim());
if (emergencyFund >= 0) {
this.emergencyFundChanged.emit(emergencyFund);
}
}
}

View File

@ -1,5 +1,5 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { GfValueModule } from '@ghostfolio/ui/value';
import { PortfolioSummaryComponent } from './portfolio-summary.component';
@ -8,6 +8,6 @@ import { PortfolioSummaryComponent } from './portfolio-summary.component';
declarations: [PortfolioSummaryComponent],
exports: [PortfolioSummaryComponent],
imports: [CommonModule, GfValueModule],
providers: []
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfPortfolioSummaryModule {}

View File

@ -2,6 +2,7 @@
<div class="flex-nowrap no-gutters row">
<a
class="d-flex p-3 w-100"
[ngClass]="{ 'cursor-default': isLoading }"
[routerLink]="[]"
[queryParams]="{
dataSource: position?.dataSource,

View File

@ -2,8 +2,6 @@
display: block;
.container {
cursor: pointer;
gf-trend-indicator {
padding-top: 0.15rem;
}

View File

@ -13,8 +13,9 @@ import { MatPaginator } from '@angular/material/paginator';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { Router } from '@angular/router';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { AssetClass, DataSource, Order as OrderModel } from '@prisma/client';
import { ASSET_SUB_CLASS_EMERGENCY_FUND } from '@ghostfolio/common/config';
import { PortfolioPosition, UniqueAsset } from '@ghostfolio/common/interfaces';
import { AssetClass, Order as OrderModel } from '@prisma/client';
import { Subject, Subscription } from 'rxjs';
@Component({
@ -39,7 +40,10 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
public dataSource: MatTableDataSource<PortfolioPosition> =
new MatTableDataSource();
public displayedColumns = [];
public ignoreAssetSubClasses = [AssetClass.CASH.toString()];
public ignoreAssetSubClasses = [
AssetClass.CASH.toString(),
ASSET_SUB_CLASS_EMERGENCY_FUND
];
public isLoading = true;
public pageSize = 7;
public routeQueryParams: Subscription;
@ -75,13 +79,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
this.dataSource.filter = filterValue.trim().toLowerCase();
}*/
public onOpenPositionDialog({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}): void {
public onOpenPositionDialog({ dataSource, symbol }: UniqueAsset): void {
this.router.navigate([], {
queryParams: { dataSource, symbol, positionDetailDialog: true }
});

View File

@ -28,8 +28,8 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
public hasPermissionToCreateAccount: boolean;
public hasPermissionToDeleteAccount: boolean;
public routeQueryParams: Subscription;
public totalBalance = 0;
public totalValue = 0;
public totalBalanceInBaseCurrency = 0;
public totalValueInBaseCurrency = 0;
public transactionCount = 0;
public user: User;
@ -106,18 +106,25 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
this.dataService
.fetchAccounts()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ accounts, totalBalance, totalValue, transactionCount }) => {
this.accounts = accounts;
this.totalBalance = totalBalance;
this.totalValue = totalValue;
this.transactionCount = transactionCount;
.subscribe(
({
accounts,
totalBalanceInBaseCurrency,
totalValueInBaseCurrency,
transactionCount
}) => {
this.accounts = accounts;
this.totalBalanceInBaseCurrency = totalBalanceInBaseCurrency;
this.totalValueInBaseCurrency = totalValueInBaseCurrency;
this.transactionCount = transactionCount;
if (this.accounts?.length <= 0) {
this.router.navigate([], { queryParams: { createDialog: true } });
if (this.accounts?.length <= 0) {
this.router.navigate([], { queryParams: { createDialog: true } });
}
this.changeDetectorRef.markForCheck();
}
this.changeDetectorRef.markForCheck();
});
);
}
public onDeleteAccount(aId: string) {

View File

@ -9,8 +9,8 @@
[deviceType]="deviceType"
[locale]="user?.settings?.locale"
[showActions]="!hasImpersonationId && hasPermissionToDeleteAccount && !user.settings.isRestrictedView"
[totalBalance]="totalBalance"
[totalValue]="totalValue"
[totalBalanceInBaseCurrency]="totalBalanceInBaseCurrency"
[totalValueInBaseCurrency]="totalValueInBaseCurrency"
[transactionCount]="transactionCount"
(accountDeleted)="onDeleteAccount($event)"
(accountToUpdate)="onUpdateAccount($event)"

View File

@ -10,6 +10,7 @@ import { prettifySymbol } from '@ghostfolio/common/helper';
import {
PortfolioDetails,
PortfolioPosition,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@ -64,7 +65,12 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
[name: string]: { name: string; value: number };
};
public symbols: {
[name: string]: { name: string; symbol: string; value: number };
[name: string]: {
dataSource?: DataSource;
name: string;
symbol: string;
value: number;
};
};
public user: User;
@ -281,6 +287,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
if (position.assetClass === AssetClass.EQUITY) {
this.symbols[prettifySymbol(symbol)] = {
dataSource: position.dataSource,
name: position.name,
symbol: prettifySymbol(symbol),
value: aPeriod === 'original' ? position.investment : position.value
@ -295,6 +302,14 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
this.initializeAnalysisData(this.period);
}
public onProportionChartClicked({ dataSource, symbol }: UniqueAsset) {
if (dataSource && symbol) {
this.router.navigate([], {
queryParams: { dataSource, symbol, positionDetailDialog: true }
});
}
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();

View File

@ -89,12 +89,14 @@
<mat-card-content>
<gf-portfolio-proportion-chart
class="mx-auto"
cursor="pointer"
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['symbol']"
[locale]="user?.settings?.locale"
[positions]="symbols"
[showLabels]="deviceType !== 'mobile'"
(proportionChartClicked)="onProportionChartClicked($event)"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>

View File

@ -158,11 +158,11 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
this.activityForm.controls['type'].disable();
}
if (this.data.activity?.symbol) {
if (this.data.activity?.SymbolProfile?.symbol) {
this.dataService
.fetchSymbolItem({
dataSource: this.data.activity?.dataSource,
symbol: this.data.activity?.symbol
dataSource: this.data.activity?.SymbolProfile?.dataSource,
symbol: this.data.activity?.SymbolProfile?.symbol
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ marketPrice }) => {
@ -196,9 +196,7 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
} else {
this.activityForm.controls['searchSymbol'].setErrors({ incorrect: true });
this.data.activity.currency = null;
this.data.activity.dataSource = null;
this.data.activity.symbol = null;
this.data.activity.SymbolProfile = null;
}
this.changeDetectorRef.markForCheck();
@ -259,9 +257,7 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
})
.pipe(
catchError(() => {
this.data.activity.currency = null;
this.data.activity.dataSource = null;
this.data.activity.unitPrice = null;
this.data.activity.SymbolProfile = null;
this.isLoading = false;

View File

@ -3,7 +3,10 @@ import { Injectable } from '@angular/core';
import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { AdminMarketDataDetails } from '@ghostfolio/common/interfaces';
import {
AdminMarketDataDetails,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { DataSource, MarketData } from '@prisma/client';
import { format, parseISO } from 'date-fns';
import { Observable, map } from 'rxjs';
@ -14,13 +17,7 @@ import { Observable, map } from 'rxjs';
export class AdminService {
public constructor(private http: HttpClient) {}
public deleteProfileData({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public deleteProfileData({ dataSource, symbol }: UniqueAsset) {
return this.http.delete<void>(
`/api/admin/profile-data/${dataSource}/${symbol}`
);
@ -53,13 +50,7 @@ export class AdminService {
return this.http.post<void>(`/api/admin/gather/profile-data`, {});
}
public gatherProfileDataBySymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
public gatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
return this.http.post<void>(
`/api/admin/gather/profile-data/${dataSource}/${symbol}`,
{}
@ -70,10 +61,8 @@ export class AdminService {
dataSource,
date,
symbol
}: {
dataSource: DataSource;
}: UniqueAsset & {
date?: Date;
symbol: string;
}) {
let url = `/api/admin/gather/${dataSource}/${symbol}`;

View File

@ -24,9 +24,11 @@ import {
PortfolioDetails,
PortfolioInvestments,
PortfolioPerformance,
PortfolioPerformanceResponse,
PortfolioPublicDetails,
PortfolioReport,
PortfolioSummary,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { permissions } from '@ghostfolio/common/permissions';
@ -188,13 +190,13 @@ export class DataService {
});
}
public fetchPortfolioPerformance(aParams: { [param: string]: any }) {
return this.http.get<{
hasErrors: boolean;
performance: PortfolioPerformance;
}>('/api/portfolio/performance', {
params: aParams
});
public fetchPortfolioPerformance(params: { [param: string]: any }) {
return this.http.get<PortfolioPerformanceResponse>(
'/api/portfolio/performance',
{
params
}
);
}
public fetchPortfolioPublic(aId: string) {

View File

@ -134,6 +134,10 @@ ngx-skeleton-loader {
}
}
.cursor-default {
cursor: default;
}
.cursor-pointer {
cursor: pointer;
}

View File

@ -42,6 +42,8 @@ export const warnColorRgb = {
b: 69
};
export const ASSET_SUB_CLASS_EMERGENCY_FUND = 'EMERGENCY_FUND';
export const DEFAULT_DATE_FORMAT = 'dd.MM.yyyy';
export const DEFAULT_DATE_FORMAT_MONTH_YEAR = 'MMM yyyy';

View File

@ -102,10 +102,6 @@ export function isCurrency(aSymbol = '') {
return currencies[aSymbol];
}
export function isGhostfolioScraperApiSymbol(aSymbol = '') {
return aSymbol.startsWith(ghostfolioScraperApiSymbolPrefix);
}
export function resetHours(aDate: Date) {
const year = getYear(aDate);
const month = getMonth(aDate);

View File

@ -2,7 +2,7 @@ import { AccountWithValue } from '@ghostfolio/common/types';
export interface Accounts {
accounts: AccountWithValue[];
totalBalance: number;
totalValue: number;
totalBalanceInBaseCurrency: number;
totalValueInBaseCurrency: number;
transactionCount: number;
}

View File

@ -1,5 +1,3 @@
import { Property } from '@prisma/client';
export interface AdminData {
dataGatheringProgress?: number;
exchangeRates: { label1: string; label2: string; value: number }[];

View File

@ -1,3 +1,6 @@
import { StringValue } from 'ms';
export interface Coupon {
code: string;
duration?: StringValue;
}

View File

@ -21,7 +21,10 @@ import { PortfolioReportRule } from './portfolio-report-rule.interface';
import { PortfolioReport } from './portfolio-report.interface';
import { PortfolioSummary } from './portfolio-summary.interface';
import { Position } from './position.interface';
import { ResponseError } from './responses/errors.interface';
import { PortfolioPerformanceResponse } from './responses/portfolio-performance-response.interface';
import { TimelinePosition } from './timeline-position.interface';
import { UniqueAsset } from './unique-asset.interface';
import { UserSettings } from './user-settings.interface';
import { UserWithSettings } from './user-with-settings';
import { User } from './user.interface';
@ -42,13 +45,16 @@ export {
PortfolioItem,
PortfolioOverview,
PortfolioPerformance,
PortfolioPerformanceResponse,
PortfolioPosition,
PortfolioPublicDetails,
PortfolioReport,
PortfolioReportRule,
PortfolioSummary,
Position,
ResponseError,
TimelinePosition,
UniqueAsset,
User,
UserSettings,
UserWithSettings

View File

@ -8,7 +8,7 @@ export interface PortfolioPosition {
allocationCurrent: number;
allocationInvestment: number;
assetClass?: AssetClass;
assetSubClass?: AssetSubClass | 'CASH';
assetSubClass?: AssetSubClass | 'CASH' | 'EMERGENCY_FUND';
countries: Country[];
currency: string;
dataSource: DataSource;

View File

@ -5,6 +5,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
cash: number;
dividend: number;
committedFunds: number;
emergencyFund: number;
fees: number;
firstOrderDate: Date;
items: number;

View File

@ -0,0 +1,6 @@
import { UniqueAsset } from '../unique-asset.interface';
export interface ResponseError {
errors?: UniqueAsset[];
hasErrors: boolean;
}

View File

@ -0,0 +1,6 @@
import { PortfolioPerformance } from '../portfolio-performance.interface';
import { ResponseError } from './errors.interface';
export interface PortfolioPerformanceResponse extends ResponseError {
performance: PortfolioPerformance;
}

View File

@ -0,0 +1,6 @@
import { DataSource } from '@prisma/client';
export interface UniqueAsset {
dataSource: DataSource;
symbol: string;
}

View File

@ -1,7 +1,8 @@
import { Account as AccountModel } from '@prisma/client';
export type AccountWithValue = AccountModel & {
convertedBalance: number;
balanceInBaseCurrency: number;
transactionCount: number;
value: number;
valueInBaseCurrency: number;
};

View File

@ -144,7 +144,7 @@
class="d-none d-lg-table-cell px-1"
mat-cell
>
{{ element.currency }}
{{ element.SymbolProfile.currency }}
</td>
<td *matFooterCellDef class="d-none d-lg-table-cell px-1" mat-footer-cell>
{{ baseCurrency }}
@ -362,7 +362,7 @@
!row.isDraft &&
row.type !== 'ITEM' &&
onOpenPositionDialog({
dataSource: row.dataSource,
dataSource: row.SymbolProfile.dataSource,
symbol: row.SymbolProfile.symbol
})
"

View File

@ -21,6 +21,7 @@ import { MatTableDataSource } from '@angular/material/table';
import { Router } from '@angular/router';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { DataSource } from '@prisma/client';
import Big from 'big.js';
@ -199,13 +200,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
this.import.emit();
}
public onOpenPositionDialog({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}): void {
public onOpenPositionDialog({ dataSource, symbol }: UniqueAsset): void {
this.router.navigate([], {
queryParams: { dataSource, symbol, positionDetailDialog: true }
});

View File

@ -3,14 +3,17 @@ import {
ChangeDetectionStrategy,
Component,
ElementRef,
EventEmitter,
Input,
OnChanges,
OnDestroy,
Output,
ViewChild
} from '@angular/core';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { getTextColor } from '@ghostfolio/common/helper';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { PortfolioPosition, UniqueAsset } from '@ghostfolio/common/interfaces';
import { DataSource } from '@prisma/client';
import Big from 'big.js';
import { Tooltip } from 'chart.js';
import { LinearScale } from 'chart.js';
@ -30,6 +33,7 @@ export class PortfolioProportionChartComponent
implements AfterViewInit, OnChanges, OnDestroy
{
@Input() baseCurrency: string;
@Input() cursor: string;
@Input() isInPercent = false;
@Input() keys: string[] = [];
@Input() locale = '';
@ -37,11 +41,14 @@ export class PortfolioProportionChartComponent
@Input() showLabels = false;
@Input() positions: {
[symbol: string]: Pick<PortfolioPosition, 'type'> & {
dataSource?: DataSource;
name: string;
value: number;
};
} = {};
@Output() proportionChartClicked = new EventEmitter<UniqueAsset>();
@ViewChild('chartCanvas') chartCanvas: ElementRef<HTMLCanvasElement>;
public chart: Chart;
@ -115,7 +122,7 @@ export class PortfolioProportionChartComponent
chartData[this.positions[symbol][this.keys[0]]] = {
name: this.positions[symbol].name,
subCategory: {},
value: new Big(this.positions[symbol].value)
value: new Big(this.positions[symbol].value ?? 0)
};
if (this.positions[symbol][this.keys[1]]) {
@ -256,6 +263,21 @@ export class PortfolioProportionChartComponent
layout: {
padding: this.showLabels === true ? 100 : 0
},
onClick: (event, activeElements) => {
const dataIndex = activeElements[0].index;
const symbol: string = event.chart.data.labels[dataIndex];
const dataSource = this.positions[symbol]?.dataSource;
this.proportionChartClicked.emit({ dataSource, symbol });
},
onHover: (event, chartElement) => {
if (this.cursor) {
event.native.target.style.cursor = chartElement[0]
? this.cursor
: 'default';
}
},
plugins: {
datalabels: {
color: (context) => {

View File

@ -1,6 +1,6 @@
{
"name": "ghostfolio",
"version": "1.121.0",
"version": "1.125.0",
"homepage": "https://ghostfol.io",
"license": "AGPL-3.0",
"scripts": {
@ -70,8 +70,8 @@
"@nestjs/platform-express": "8.2.3",
"@nestjs/schedule": "1.0.2",
"@nestjs/serve-static": "2.2.2",
"@nrwl/angular": "13.8.1",
"@prisma/client": "3.9.1",
"@nrwl/angular": "13.8.5",
"@prisma/client": "3.10.0",
"@simplewebauthn/browser": "4.1.0",
"@simplewebauthn/server": "4.1.0",
"@simplewebauthn/typescript-types": "4.0.0",
@ -100,15 +100,16 @@
"http-status-codes": "2.2.0",
"ionicons": "5.5.1",
"lodash": "4.17.21",
"ms": "3.0.0-canary.1",
"ngx-device-detector": "3.0.0",
"ngx-markdown": "13.0.0",
"ngx-skeleton-loader": "2.9.1",
"ngx-skeleton-loader": "5.0.0",
"ngx-stripe": "13.0.0",
"papaparse": "5.3.1",
"passport": "0.4.1",
"passport-google-oauth20": "2.0.0",
"passport-jwt": "4.0.0",
"prisma": "3.9.1",
"prisma": "3.10.0",
"reflect-metadata": "0.1.13",
"round-to": "5.0.0",
"rxjs": "7.4.0",
@ -117,7 +118,7 @@
"tslib": "2.0.0",
"twitter-api-v2": "1.10.3",
"uuid": "8.3.2",
"yahoo-finance2": "2.1.9",
"yahoo-finance2": "2.2.0",
"zone.js": "0.11.4"
},
"devDependencies": {
@ -131,15 +132,15 @@
"@angular/localize": "13.2.2",
"@nestjs/schematics": "8.0.5",
"@nestjs/testing": "8.2.3",
"@nrwl/cli": "13.8.1",
"@nrwl/cypress": "13.8.1",
"@nrwl/eslint-plugin-nx": "13.8.1",
"@nrwl/jest": "13.8.1",
"@nrwl/nest": "13.8.1",
"@nrwl/node": "13.8.1",
"@nrwl/storybook": "13.8.1",
"@nrwl/tao": "13.8.1",
"@nrwl/workspace": "13.8.1",
"@nrwl/cli": "13.8.5",
"@nrwl/cypress": "13.8.5",
"@nrwl/eslint-plugin-nx": "13.8.5",
"@nrwl/jest": "13.8.5",
"@nrwl/nest": "13.8.5",
"@nrwl/node": "13.8.5",
"@nrwl/storybook": "13.8.5",
"@nrwl/tao": "13.8.5",
"@nrwl/workspace": "13.8.5",
"@storybook/addon-essentials": "6.4.18",
"@storybook/angular": "6.4.18",
"@storybook/builder-webpack5": "6.4.18",
@ -165,7 +166,7 @@
"import-sort-parser-typescript": "6.0.0",
"import-sort-style-module": "6.0.0",
"jest": "27.2.3",
"jest-preset-angular": "11.0.0",
"jest-preset-angular": "11.1.1",
"prettier": "2.5.1",
"replace-in-file": "6.2.0",
"rimraf": "3.0.2",

View File

@ -0,0 +1,2 @@
-- AlterTable
ALTER TABLE "Order" DROP COLUMN "dataSource";

View File

@ -0,0 +1,2 @@
-- AlterTable
ALTER TABLE "Order" DROP COLUMN "currency";

View File

@ -0,0 +1,2 @@
-- AlterTable
ALTER TABLE "Order" DROP COLUMN "symbol";

View File

@ -0,0 +1,5 @@
-- Set default value
UPDATE "SymbolProfile" SET "currency" = 'USD' WHERE "currency" IS NULL;
-- AlterTable
ALTER TABLE "SymbolProfile" ALTER COLUMN "currency" SET NOT NULL;

View File

@ -74,14 +74,11 @@ model Order {
accountId String?
accountUserId String?
createdAt DateTime @default(now())
currency String?
dataSource DataSource?
date DateTime
fee Float
id String @default(uuid())
isDraft Boolean @default(false)
quantity Float
symbol String?
SymbolProfile SymbolProfile @relation(fields: [symbolProfileId], references: [id])
symbolProfileId String
type Type
@ -119,7 +116,7 @@ model SymbolProfile {
assetSubClass AssetSubClass?
countries Json?
createdAt DateTime @default(now())
currency String?
currency String
dataSource DataSource
id String @id @default(uuid())
name String?

View File

@ -192,14 +192,11 @@ async function main() {
{
accountId: '65cfb79d-b6c7-4591-9d46-73426bc62094',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2017, 0, 3, 0, 0, 0)),
fee: 30,
id: 'cf7c0418-8535-4089-ae3d-5dbfa0aec2e1',
quantity: 50,
symbol: 'TSLA',
symbolProfileId: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e',
symbolProfileId: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e', // TSLA
type: Type.BUY,
unitPrice: 42.97,
userId: userDemo.id
@ -207,14 +204,11 @@ async function main() {
{
accountId: 'd804de69-0429-42dc-b6ca-b308fd7dd926',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2017, 7, 16, 0, 0, 0)),
fee: 29.9,
id: 'a1c5d73a-8631-44e5-ac44-356827a5212c',
quantity: 0.5614682,
symbol: 'BTCUSD',
symbolProfileId: 'fdc42ea6-1321-44f5-9fb0-d7f1f2cf9b1e',
symbolProfileId: 'fdc42ea6-1321-44f5-9fb0-d7f1f2cf9b1e', // BTCUSD
type: Type.BUY,
unitPrice: 3562.089535970158,
userId: userDemo.id
@ -222,14 +216,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2018, 9, 1, 0, 0, 0)),
fee: 80.79,
id: '71c08e2a-4a86-44ae-a890-c337de5d5f9b',
quantity: 5,
symbol: 'AMZN',
symbolProfileId: '2bd26362-136e-411c-b578-334084b4cdcc',
symbolProfileId: '2bd26362-136e-411c-b578-334084b4cdcc', // AMZN
type: Type.BUY,
unitPrice: 2021.99,
userId: userDemo.id
@ -237,14 +228,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2019, 2, 1, 0, 0, 0)),
fee: 19.9,
id: '385f2c2c-d53e-4937-b0e5-e92ef6020d4e',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796', // VTI
type: Type.BUY,
unitPrice: 144.38,
userId: userDemo.id
@ -252,14 +240,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2019, 8, 3, 0, 0, 0)),
fee: 19.9,
id: '185f2c2c-d53e-4937-b0e5-a93ef6020d4e',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796', // VTI
type: Type.BUY,
unitPrice: 147.99,
userId: userDemo.id
@ -267,14 +252,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 2, 2, 0, 0, 0)),
fee: 19.9,
id: '347b0430-a84f-4031-a0f9-390399066ad6',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796', // VTI
type: Type.BUY,
unitPrice: 151.41,
userId: userDemo.id
@ -282,14 +264,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 8, 1, 0, 0, 0)),
fee: 19.9,
id: '67ec3f47-3189-4b63-ba05-60d3a06b302f',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796', // VTI
type: Type.BUY,
unitPrice: 177.69,
userId: userDemo.id
@ -297,14 +276,11 @@ async function main() {
{
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: 'USD',
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 2, 1, 0, 0, 0)),
fee: 19.9,
id: 'd01c6fbc-fa8d-47e6-8e80-66f882d2bfd2',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796', // VTI
type: Type.BUY,
unitPrice: 203.15,
userId: userDemo.id

556
yarn.lock
View File

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@ -3218,26 +3218,26 @@
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@ -3295,37 +3288,58 @@
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integrity sha512-wYrARtnPg/svsQd0oovbth2JAhOugAgbnaOS0CMiWB4vaFBx+1GHJl5wzdhh9jt1kzsu4xZ4237tUeMH+s6d0A==
"@swc/core-win32-x64-msvc@1.2.151":
version "1.2.151"
resolved "https://registry.yarnpkg.com/@swc/core-win32-x64-msvc/-/core-win32-x64-msvc-1.2.151.tgz#525c9554da57c0d4b07956349680b1dc9c4dee4f"
integrity sha512-HOkqcJWCChps83Maj0M5kifPDuZ2sGPqpLM67poawspTFkBh0QJ9TMmxW1doQw+74cqsTpRi1ewr/KhsN18i5g==
"@swc/core@^1.2.119":
version "1.2.138"
resolved "https://registry.yarnpkg.com/@swc/core/-/core-1.2.138.tgz#e54d8488094f7f90cb00455cb0380693c0935865"
@ -4584,6 +4666,25 @@
"@swc/core-win32-ia32-msvc" "1.2.138"
"@swc/core-win32-x64-msvc" "1.2.138"
"@swc/core@^1.2.146":
version "1.2.151"
resolved "https://registry.yarnpkg.com/@swc/core/-/core-1.2.151.tgz#8d4154a2e4ced74c5fd215c5905baa08775553d6"
integrity sha512-oHgqKwK/Djv765zUHPiGqfMCaKIxXTgQyyCUBKLBQfAJwe/7FVobQ2fghBp4FsZA/NE1LZBmMPpRZNQwlGjeHw==
optionalDependencies:
"@swc/core-android-arm-eabi" "1.2.151"
"@swc/core-android-arm64" "1.2.151"
"@swc/core-darwin-arm64" "1.2.151"
"@swc/core-darwin-x64" "1.2.151"
"@swc/core-freebsd-x64" "1.2.151"
"@swc/core-linux-arm-gnueabihf" "1.2.151"
"@swc/core-linux-arm64-gnu" "1.2.151"
"@swc/core-linux-arm64-musl" "1.2.151"
"@swc/core-linux-x64-gnu" "1.2.151"
"@swc/core-linux-x64-musl" "1.2.151"
"@swc/core-win32-arm64-msvc" "1.2.151"
"@swc/core-win32-ia32-msvc" "1.2.151"
"@swc/core-win32-x64-msvc" "1.2.151"
"@tootallnate/once@1":
version "1.1.2"
resolved "https://registry.yarnpkg.com/@tootallnate/once/-/once-1.1.2.tgz#ccb91445360179a04e7fe6aff78c00ffc1eeaf82"
@ -6773,7 +6874,7 @@ browserslist@^4.19.1:
node-releases "^2.0.1"
picocolors "^1.0.0"
bs-logger@0.x:
bs-logger@0.x, bs-logger@^0.2.6:
version "0.2.6"
resolved "https://registry.yarnpkg.com/bs-logger/-/bs-logger-0.2.6.tgz#eb7d365307a72cf974cc6cda76b68354ad336bd8"
integrity sha512-pd8DCoxmbgc7hyPKOvxtqNcjYoOsABPQdcCUjGp3d42VR2CX1ORhk2A87oqqu5R1kk+76nsxZupkmyd+MVtCog==
@ -8844,208 +8945,219 @@ es6-shim@^0.35.5:
resolved "https://registry.yarnpkg.com/es6-shim/-/es6-shim-0.35.6.tgz#d10578301a83af2de58b9eadb7c2c9945f7388a0"
integrity sha512-EmTr31wppcaIAgblChZiuN/l9Y7DPyw8Xtbg7fIVngn6zMW+IEBJDJngeKC3x6wr0V/vcA2wqeFnaw1bFJbDdA==
esbuild-android-arm64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-android-arm64/-/esbuild-android-arm64-0.13.13.tgz#da07b5fb2daf7d83dcd725f7cf58a6758e6e702a"
integrity sha512-T02aneWWguJrF082jZworjU6vm8f4UQ+IH2K3HREtlqoY9voiJUwHLRL6khRlsNLzVglqgqb7a3HfGx7hAADCQ==
esbuild-android-arm64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-android-arm64/-/esbuild-android-arm64-0.14.11.tgz#b8b34e35a5b43880664ac7a3fbc70243d7ed894f"
integrity sha512-6iHjgvMnC/SzDH8TefL+/3lgCjYWwAd1LixYfmz/TBPbDQlxcuSkX0yiQgcJB9k+ibZ54yjVXziIwGdlc+6WNw==
esbuild-android-arm64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-android-arm64/-/esbuild-android-arm64-0.14.14.tgz#3705f32f209deeb11c275af47c298c8783dd5f0c"
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esbuild-darwin-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-darwin-64/-/esbuild-darwin-64-0.13.13.tgz#e94e9fd3b4b5455a2e675cd084a19a71b6904bbf"
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esbuild-darwin-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-darwin-64/-/esbuild-darwin-64-0.14.11.tgz#ba805de98c0412e50fcd0636451797da157b0625"
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esbuild-darwin-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-darwin-64/-/esbuild-darwin-64-0.14.14.tgz#c07e4eae6d938300a2d330ea82494c55bcea84e5"
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esbuild-darwin-arm64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-darwin-arm64/-/esbuild-darwin-arm64-0.13.13.tgz#8c320eafbb3ba2c70d8062128c5b71503e342471"
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esbuild-darwin-arm64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-darwin-arm64/-/esbuild-darwin-arm64-0.14.11.tgz#4d3573e448af76ce33e16231f3d9f878542d6fe8"
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esbuild-darwin-arm64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-darwin-arm64/-/esbuild-darwin-arm64-0.14.14.tgz#a8631e13a51a6f784fb0906e2a64c6ab53988755"
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esbuild-freebsd-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-freebsd-64/-/esbuild-freebsd-64-0.13.13.tgz#ce0ca5b8c4c274cfebc9326f9b316834bd9dd151"
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esbuild-freebsd-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-freebsd-64/-/esbuild-freebsd-64-0.14.11.tgz#9294e6ab359ec93590ab097b0f2017de7c78ab4d"
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esbuild-freebsd-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-freebsd-64/-/esbuild-freebsd-64-0.14.14.tgz#c280c2b944746b27ee6c6487c2691865c90bed2e"
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esbuild-freebsd-arm64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-freebsd-arm64/-/esbuild-freebsd-arm64-0.13.13.tgz#463da17562fdcfdf03b3b94b28497d8d8dcc8f62"
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esbuild-freebsd-arm64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-freebsd-arm64/-/esbuild-freebsd-arm64-0.14.11.tgz#ae3e0b09173350b66cf8321583c9a1c1fcb8bb55"
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esbuild-freebsd-arm64@0.14.14:
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resolved "https://registry.yarnpkg.com/esbuild-freebsd-arm64/-/esbuild-freebsd-arm64-0.14.14.tgz#aa4e21276efcf20e5ab2487e91ca1d789573189b"
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esbuild-linux-32@0.13.13:
version "0.13.13"
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esbuild-linux-32@0.14.11:
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esbuild-linux-32@0.14.14:
version "0.14.14"
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esbuild-linux-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-linux-64/-/esbuild-linux-64-0.13.13.tgz#fbe4802a8168c6d339d0749f977b099449b56f22"
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esbuild-linux-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-linux-64/-/esbuild-linux-64-0.14.11.tgz#d698e3ce3a231ddfeec6b5df8c546ae8883fcd88"
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esbuild-linux-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-linux-64/-/esbuild-linux-64-0.14.14.tgz#f880026254c1f565a7a10fdebb7cff9b083a127d"
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esbuild-linux-arm64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm64/-/esbuild-linux-arm64-0.13.13.tgz#f08d98df28d436ed4aad1529615822bb74d4d978"
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esbuild-linux-arm64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm64/-/esbuild-linux-arm64-0.14.11.tgz#85faea9fa99ad355b5e3b283197a4dfd0a110fe7"
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esbuild-linux-arm64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm64/-/esbuild-linux-arm64-0.14.14.tgz#a34bc3076e50b109c3b8c8bad9c146e35942322b"
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esbuild-linux-arm@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm/-/esbuild-linux-arm-0.13.13.tgz#6f968c3a98b64e30c80b212384192d0cfcb32e7f"
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esbuild-linux-arm@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm/-/esbuild-linux-arm-0.14.11.tgz#74cbcf0b8a22c8401bcbcd6ebd4cbf2baca8b7b4"
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esbuild-linux-arm@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-linux-arm/-/esbuild-linux-arm-0.14.14.tgz#231ffd12fef69ee06365d4c94b69850e4830e927"
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esbuild-linux-mips64le@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-linux-mips64le/-/esbuild-linux-mips64le-0.13.13.tgz#690c78dc4725efe7d06a1431287966fbf7774c7f"
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esbuild-linux-mips64le@0.14.11:
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resolved "https://registry.yarnpkg.com/esbuild-linux-mips64le/-/esbuild-linux-mips64le-0.14.11.tgz#490429211a3233f5cbbd8575b7758b897e42979a"
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esbuild-linux-mips64le@0.14.14:
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resolved "https://registry.yarnpkg.com/esbuild-linux-mips64le/-/esbuild-linux-mips64le-0.14.14.tgz#bd00570e3a30422224b732c7a5f262146c357403"
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esbuild-linux-ppc64le@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-linux-ppc64le/-/esbuild-linux-ppc64le-0.13.13.tgz#7ec9048502de46754567e734aae7aebd2df6df02"
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esbuild-linux-ppc64le@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-linux-ppc64le/-/esbuild-linux-ppc64le-0.14.11.tgz#fc79d60710213b5b98345f5b138d48245616827a"
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esbuild-linux-ppc64le@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-linux-ppc64le/-/esbuild-linux-ppc64le-0.14.14.tgz#430609413fd9e04d9def4e3f06726b031b23d825"
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esbuild-linux-s390x@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-linux-s390x/-/esbuild-linux-s390x-0.14.11.tgz#ca4b93556bbba6cc95b0644f2ee93c982165ba07"
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esbuild-linux-s390x@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-linux-s390x/-/esbuild-linux-s390x-0.14.14.tgz#2f0d8cbfe53cf3cb97f6372549a41a8051dbd689"
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esbuild-netbsd-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-netbsd-64/-/esbuild-netbsd-64-0.13.13.tgz#439bdaefffa03a8fa84324f5d83d636f548a2de3"
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esbuild-netbsd-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-netbsd-64/-/esbuild-netbsd-64-0.14.11.tgz#edb340bc6653c88804cac2253e21b74258fce165"
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esbuild-netbsd-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-netbsd-64/-/esbuild-netbsd-64-0.14.14.tgz#3e44de35e1add7e9582f3c0d2558d86aafbc813b"
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esbuild-openbsd-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-openbsd-64/-/esbuild-openbsd-64-0.13.13.tgz#c9958e5291a00a3090c1ec482d6bcdf2d5b5d107"
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esbuild-openbsd-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-openbsd-64/-/esbuild-openbsd-64-0.14.11.tgz#caeff5f946f79a60ce7bcf88871ca4c71d3476e8"
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esbuild-openbsd-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-openbsd-64/-/esbuild-openbsd-64-0.14.14.tgz#04710ef1d01cd9f15d54f50d20b5a3778f8306a2"
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esbuild-sunos-64@0.13.13:
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resolved "https://registry.yarnpkg.com/esbuild-sunos-64/-/esbuild-sunos-64-0.13.13.tgz#ac9ead8287379cd2f6d00bd38c5997fda9c1179e"
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esbuild-sunos-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-sunos-64/-/esbuild-sunos-64-0.14.11.tgz#90ce7e1749c2958a53509b4bae7b8f7d98f276d6"
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esbuild-sunos-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-sunos-64/-/esbuild-sunos-64-0.14.14.tgz#8e583dd92c5c7ac4303ddc37f588e44211e04e19"
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esbuild-wasm@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-wasm/-/esbuild-wasm-0.14.11.tgz#bd09f4c42969cddcae39007d284f8ef747aae85d"
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esbuild-wasm@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-wasm/-/esbuild-wasm-0.14.14.tgz#d4c8d5fc405939a2234a31abf00967dfd1da1caa"
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esbuild-windows-32@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-windows-32/-/esbuild-windows-32-0.13.13.tgz#a3820fc86631ca594cb7b348514b5cc3f058cfd6"
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esbuild-windows-32@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-windows-32/-/esbuild-windows-32-0.14.11.tgz#d067f4ce15b29efba6336e6a23597120fafe49ec"
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esbuild-windows-32@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-windows-32/-/esbuild-windows-32-0.14.14.tgz#6d293ddfb71229f21cc13d85d5d2f43e8131693b"
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esbuild-windows-64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-windows-64/-/esbuild-windows-64-0.13.13.tgz#1da748441f228d75dff474ddb7d584b81887323c"
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esbuild-windows-64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-windows-64/-/esbuild-windows-64-0.14.11.tgz#13e86dd37a6cd61a5276fa2d271342d0f74da864"
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esbuild-windows-64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-windows-64/-/esbuild-windows-64-0.14.14.tgz#08a36844b69542f8ec1cb33a5ddcea02b9d0b2e8"
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esbuild-windows-arm64@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild-windows-arm64/-/esbuild-windows-arm64-0.13.13.tgz#06dfa52a6b178a5932a9a6e2fdb240c09e6da30c"
integrity sha512-6fsDfTuTvltYB5k+QPah/x7LrI2+OLAJLE3bWLDiZI6E8wXMQU+wLqtEO/U/RvJgVY1loPs5eMpUBpVajczh1A==
esbuild-windows-arm64@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild-windows-arm64/-/esbuild-windows-arm64-0.14.11.tgz#e8edfdf1d712085e6dc3fba18a0c225aaae32b75"
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esbuild-windows-arm64@0.14.14:
version "0.14.14"
resolved "https://registry.yarnpkg.com/esbuild-windows-arm64/-/esbuild-windows-arm64-0.14.14.tgz#ca747ce4066d5b8a79dbe48fe6ecd92d202e5366"
integrity sha512-dCm1wTOm6HIisLanmybvRKvaXZZo4yEVrHh1dY0v582GThXJOzuXGja1HIQgV09RpSHYRL3m4KoUBL00l6SWEg==
esbuild@0.13.13:
version "0.13.13"
resolved "https://registry.yarnpkg.com/esbuild/-/esbuild-0.13.13.tgz#0b5399c20f219f663c8c1048436fb0f59ab17a41"
integrity sha512-Z17A/R6D0b4s3MousytQ/5i7mTCbaF+Ua/yPfoe71vdTv4KBvVAvQ/6ytMngM2DwGJosl8WxaD75NOQl2QF26Q==
esbuild@0.14.11:
version "0.14.11"
resolved "https://registry.yarnpkg.com/esbuild/-/esbuild-0.14.11.tgz#ac4acb78907874832afb704c3afe58ad37715c27"
integrity sha512-xZvPtVj6yecnDeFb3KjjCM6i7B5TCAQZT77kkW/CpXTMnd6VLnRPKrUB1XHI1pSq6a4Zcy3BGueQ8VljqjDGCg==
optionalDependencies:
esbuild-android-arm64 "0.13.13"
esbuild-darwin-64 "0.13.13"
esbuild-darwin-arm64 "0.13.13"
esbuild-freebsd-64 "0.13.13"
esbuild-freebsd-arm64 "0.13.13"
esbuild-linux-32 "0.13.13"
esbuild-linux-64 "0.13.13"
esbuild-linux-arm "0.13.13"
esbuild-linux-arm64 "0.13.13"
esbuild-linux-mips64le "0.13.13"
esbuild-linux-ppc64le "0.13.13"
esbuild-netbsd-64 "0.13.13"
esbuild-openbsd-64 "0.13.13"
esbuild-sunos-64 "0.13.13"
esbuild-windows-32 "0.13.13"
esbuild-windows-64 "0.13.13"
esbuild-windows-arm64 "0.13.13"
esbuild-android-arm64 "0.14.11"
esbuild-darwin-64 "0.14.11"
esbuild-darwin-arm64 "0.14.11"
esbuild-freebsd-64 "0.14.11"
esbuild-freebsd-arm64 "0.14.11"
esbuild-linux-32 "0.14.11"
esbuild-linux-64 "0.14.11"
esbuild-linux-arm "0.14.11"
esbuild-linux-arm64 "0.14.11"
esbuild-linux-mips64le "0.14.11"
esbuild-linux-ppc64le "0.14.11"
esbuild-linux-s390x "0.14.11"
esbuild-netbsd-64 "0.14.11"
esbuild-openbsd-64 "0.14.11"
esbuild-sunos-64 "0.14.11"
esbuild-windows-32 "0.14.11"
esbuild-windows-64 "0.14.11"
esbuild-windows-arm64 "0.14.11"
esbuild@0.14.14:
version "0.14.14"
@ -12143,15 +12255,18 @@ jest-pnp-resolver@^1.2.2:
resolved "https://registry.yarnpkg.com/jest-pnp-resolver/-/jest-pnp-resolver-1.2.2.tgz#b704ac0ae028a89108a4d040b3f919dfddc8e33c"
integrity sha512-olV41bKSMm8BdnuMsewT4jqlZ8+3TCARAXjZGT9jcoSnrfUnRCqnMoF9XEeoWjbzObpqF9dRhHQj0Xb9QdF6/w==
jest-preset-angular@11.0.0:
version "11.0.0"
resolved "https://registry.yarnpkg.com/jest-preset-angular/-/jest-preset-angular-11.0.0.tgz#4b1913e4baddf37a8b96d6215d9a647dcdd6f324"
integrity sha512-+Vt6O2q/cvhbbrE4xplZjn3TqLcQpOtkk+zqoCFLW/Lo0fALEJIXECt1Ia288iJtxJU4qm7tLsQy1KmAaN+CzA==
jest-preset-angular@11.1.1:
version "11.1.1"
resolved "https://registry.yarnpkg.com/jest-preset-angular/-/jest-preset-angular-11.1.1.tgz#cc1c0a1395727af332c439174fb689d92e853f6a"
integrity sha512-ZlYiKJhAQSU9wIjncX59xutcj49R4MiDsTPSwZiwdTAHQvHm32MS6SGimQIVBqh1DukfwYX0NXKS0D/onLAsLQ==
dependencies:
esbuild "0.13.13"
bs-logger "^0.2.6"
esbuild-wasm "0.14.11"
jest-environment-jsdom "^27.0.0"
pretty-format "^27.0.0"
ts-jest "^27.0.0"
optionalDependencies:
esbuild "0.14.11"
jest-regex-util@^26.0.0:
version "26.0.0"
@ -13556,6 +13671,11 @@ ms@2.1.2:
resolved "https://registry.yarnpkg.com/ms/-/ms-2.1.2.tgz#d09d1f357b443f493382a8eb3ccd183872ae6009"
integrity sha512-sGkPx+VjMtmA6MX27oA4FBFELFCZZ4S4XqeGOXCv68tT+jb3vk/RyaKWP0PTKyWtmLSM0b+adUTEvbs1PEaH2w==
ms@3.0.0-canary.1:
version "3.0.0-canary.1"
resolved "https://registry.yarnpkg.com/ms/-/ms-3.0.0-canary.1.tgz#c7b34fbce381492fd0b345d1cf56e14d67b77b80"
integrity sha512-kh8ARjh8rMN7Du2igDRO9QJnqCb2xYTJxyQYK7vJJS4TvLLmsbyhiKpSW+t+y26gyOyMd0riphX0GeWKU3ky5g==
ms@^2.0.0, ms@^2.1.1:
version "2.1.3"
resolved "https://registry.yarnpkg.com/ms/-/ms-2.1.3.tgz#574c8138ce1d2b5861f0b44579dbadd60c6615b2"
@ -13688,13 +13808,13 @@ ngx-markdown@13.0.0:
prismjs "^1.25.0"
tslib "^2.3.0"
ngx-skeleton-loader@2.9.1:
version "2.9.1"
resolved "https://registry.yarnpkg.com/ngx-skeleton-loader/-/ngx-skeleton-loader-2.9.1.tgz#1e419ef66696a2017afc9c8cd0bc129d2c680ffb"
integrity sha512-knFL2Ua/p60XUPH9ZrfgydiBHvvylny7jsVOXBtmACrYD7HcnuUl1uAEk/LvcN15tSjC9VnVwTIOU4i8LCSAgw==
ngx-skeleton-loader@5.0.0:
version "5.0.0"
resolved "https://registry.yarnpkg.com/ngx-skeleton-loader/-/ngx-skeleton-loader-5.0.0.tgz#e0042de20b0159d3f97d03a696d68f39ceee383b"
integrity sha512-6cz8UAu4WcYnBp/LnU053LCIwjKNZWX8GX1v3bvqQVdDa1ubsEeJm+CZxk5B8W2jP9CcFhvWrBlmmVUyl1Yxug==
dependencies:
perf-marks "^1.13.4"
tslib "^1.10.0"
tslib "^2.0.0"
ngx-stripe@13.0.0:
version "13.0.0"
@ -13988,12 +14108,12 @@ nwsapi@^2.2.0:
resolved "https://registry.yarnpkg.com/nwsapi/-/nwsapi-2.2.0.tgz#204879a9e3d068ff2a55139c2c772780681a38b7"
integrity sha512-h2AatdwYH+JHiZpv7pt/gSX1XoRGb7L/qSIeuqA6GwYoF9w1vP1cw42TO0aI2pNyshRK5893hNSl+1//vHK7hQ==
nx@13.8.1:
version "13.8.1"
resolved "https://registry.yarnpkg.com/nx/-/nx-13.8.1.tgz#10e17dace55eb38f762ed212ded02e24797c8ac7"
integrity sha512-8oHkh/Hli/OGGkumH8C9NArFjvFoNEgSfVkzCB7zoGddnIJlGAx+sSpHp0zJbXJV55Lk7iXbpKyeOJNnQDsEyQ==
nx@13.8.5:
version "13.8.5"
resolved "https://registry.yarnpkg.com/nx/-/nx-13.8.5.tgz#4553170a7fd1c587677a4ce76cfb1f2c7c363493"
integrity sha512-s8Cyk6IwptpchPJ1JWYWzy9098BuC+tf24a7O3P6idRjX/C2/GLr+5vifgySk7wji5wwK4LNUmr1SV5H+3bLNw==
dependencies:
"@nrwl/cli" "13.8.1"
"@nrwl/cli" "13.8.5"
oauth@0.9.x:
version "0.9.15"
@ -15214,12 +15334,12 @@ pretty-hrtime@^1.0.3:
resolved "https://registry.yarnpkg.com/pretty-hrtime/-/pretty-hrtime-1.0.3.tgz#b7e3ea42435a4c9b2759d99e0f201eb195802ee1"
integrity sha1-t+PqQkNaTJsnWdmeDyAesZWALuE=
prisma@3.9.1:
version "3.9.1"
resolved "https://registry.yarnpkg.com/prisma/-/prisma-3.9.1.tgz#7510a8bf06018a5313b9427b1127ce4750b1ce5c"
integrity sha512-IGcJAu5LzlFv+i+NNhOEh1J1xVVttsVdRBxmrMN7eIH+7mRN6L89Hz1npUAiz4jOpNlHC7n9QwaOYZGxTqlwQw==
prisma@3.10.0:
version "3.10.0"
resolved "https://registry.yarnpkg.com/prisma/-/prisma-3.10.0.tgz#872d87afbeb1cbcaa77c3d6a63c125e0d704b04d"
integrity sha512-dAld12vtwdz9Rz01nOjmnXe+vHana5PSog8t0XGgLemKsUVsaupYpr74AHaS3s78SaTS5s2HOghnJF+jn91ZrA==
dependencies:
"@prisma/engines" "3.9.0-58.bcc2ff906db47790ee902e7bbc76d7ffb1893009"
"@prisma/engines" "3.10.0-50.73e60b76d394f8d37d8ebd1f8918c79029f0db86"
prismjs@^1.21.0, prismjs@~1.24.0:
version "1.24.1"
@ -18716,10 +18836,10 @@ y18n@^5.0.5:
resolved "https://registry.yarnpkg.com/y18n/-/y18n-5.0.8.tgz#7f4934d0f7ca8c56f95314939ddcd2dd91ce1d55"
integrity sha512-0pfFzegeDWJHJIAmTLRP2DwHjdF5s7jo9tuztdQxAhINCdvS+3nGINqPd00AphqJR/0LhANUS6/+7SCb98YOfA==
yahoo-finance2@2.1.9:
version "2.1.9"
resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.1.9.tgz#28b157e1cddc5b56e6b354f6b00b453a41bbe8a4"
integrity sha512-xLlDqcbK+4Y4oSV7Vq1KcvNcjMuODHQrk2uLyBR4SlXDNjRV7XFpTrwMrDnSLu4pErenj0gXG3ARiCWidFjqzg==
yahoo-finance2@2.2.0:
version "2.2.0"
resolved "https://registry.yarnpkg.com/yahoo-finance2/-/yahoo-finance2-2.2.0.tgz#8694b04e69f4a79996812b6d082e5b738c51cee6"
integrity sha512-ZxLCcoh+J51F7Tol1jpVBmy50IBQSoxsECWYDToBxjZwPloFNHtEVOXNqJlyzTysnzVbPA5TeCNT6G0DoaJnNQ==
dependencies:
ajv "8.10.0"
ajv-formats "2.1.1"