Release 1.126.0 (#756)

* Add support for bonds

* Update changelog

CHANGELOG.md

@@ -5,6 +5,21 @@ 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).
 
+## 1.126.0 - 14.03.2022
+
+### Added
+
+- Added support for bonds
+
+### Changed
+
+- Restructured the portfolio summary tab on the home page
+- Improved the tooltips in the portfolio proportion chart component by introducing multilines
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
 ## 1.125.0 - 12.03.2022
 
 ### Added

apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts

@@ -21,6 +21,7 @@ import Big from 'big.js';
 import { countries } from 'countries-list';
 import { addDays, format, isSameDay } from 'date-fns';
 import yahooFinance from 'yahoo-finance2';
+import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
 
 @Injectable()
 export class YahooFinanceService implements DataProviderInterface {
@@ -303,7 +304,7 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
-  private parseAssetClass(aPrice: any): {
+  private parseAssetClass(aPrice: Price): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;
   } {

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -119,7 +119,7 @@
     <div class="col"><hr /></div>
   </div>
   <div class="row px-3 py-1">
-    <div class="d-flex flex-grow-1" i18n>Value</div>
+    <div class="d-flex flex-grow-1" i18n>Total</div>
     <div class="d-flex flex-column flex-wrap justify-content-end">
       <gf-value
         class="justify-content-end"
@@ -130,6 +130,17 @@
       ></gf-value>
     </div>
   </div>
+  <div class="row px-3 py-1">
+    <div class="d-flex flex-grow-1" i18n>Valuables</div>
+    <div class="d-flex justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        [currency]="baseCurrency"
+        [locale]="locale"
+        [value]="isLoading ? undefined : summary?.items"
+      ></gf-value>
+    </div>
+  </div>
   <div class="row px-3 py-1">
     <div class="d-flex flex-grow-1" i18n>Emergency Fund</div>
     <div
@@ -151,7 +162,7 @@
     </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 flex-grow-1" i18n>Buying Power</div>
     <div class="d-flex justify-content-end">
       <gf-value
         class="justify-content-end"
@@ -161,17 +172,6 @@
       ></gf-value>
     </div>
   </div>
-  <div class="row px-3 py-1">
-    <div class="d-flex flex-grow-1" i18n>Items</div>
-    <div class="d-flex justify-content-end">
-      <gf-value
-        class="justify-content-end"
-        [currency]="baseCurrency"
-        [locale]="locale"
-        [value]="isLoading ? undefined : summary?.items"
-      ></gf-value>
-    </div>
-  </div>
   <div class="row">
     <div class="col"><hr /></div>
   </div>

libs/ui/src/lib/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -324,16 +324,16 @@ export class PortfolioProportionChartComponent
                     const percentage = (context.parsed * 100) / sum;
 
                     if (this.isInPercent) {
-                      return `${name ?? symbol} (${percentage.toFixed(2)}%)`;
+                      return [`${name ?? symbol}`, `${percentage.toFixed(2)}%`];
                     } else {
                       const value = <number>context.raw;
-                      return `${name ?? symbol}: ${value.toLocaleString(
+                      return [
-                        this.locale,
+                        `${name ?? symbol}`,
-                        {
+                        `${value.toLocaleString(this.locale, {
                           maximumFractionDigits: 2,
                           minimumFractionDigits: 2
-                        }
+                        })} ${this.baseCurrency} (${percentage.toFixed(2)}%)`
-                      )} ${this.baseCurrency} (${percentage.toFixed(2)}%)`;
+                      ];
                     }
                   }
                 }

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.125.0",
+  "version": "1.126.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {

prisma/migrations/20220313200604_added_fixed_income_to_asset_class/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "AssetClass" ADD VALUE 'FIXED_INCOME';

prisma/migrations/20220313200721_added_bond_to_asset_sub_class/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "AssetSubClass" ADD VALUE 'BOND';

prisma/schema.prisma

@@ -171,9 +171,11 @@ enum AssetClass {
   CASH
   COMMODITY
   EQUITY
+  FIXED_INCOME
 }
 
 enum AssetSubClass {
+  BOND
   CRYPTOCURRENCY
   ETF
   MUTUALFUND