Release 1.150.0 (#940)

* Fix currency conversion in accounts

* Update changelog

CHANGELOG.md

@@ -5,6 +5,65 @@ 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).
 
+## 1.150.0 - 21.05.2022
+
+### Changed
+
+- Skipped data enhancer (_Trackinsight_) if data is inaccurate
+
+### Fixed
+
+- Fixed an issue with the currency conversion in the account calculations
+- Fixed an issue with countries in the symbol profile overrides
+
+## 1.149.0 - 16.05.2022
+
+### Added
+
+- Added groups to the activities filter component
+- Added support for filtering by asset class on the allocations page
+
+## 1.148.0 - 14.05.2022
+
+### Added
+
+- Supported enter key press to submit the form of the create or edit transaction dialog
+- Added a _Report Data Glitch_ button to the position detail dialog
+
+### Fixed
+
+- Fixed the date format of the date picker and support manual changes
+- Fixed the state of the account delete button (disable if account contains activities)
+- Fixed an issue in the activities filter component (typing a search term)
+
+## 1.147.0 - 10.05.2022
+
+### Changed
+
+- Improved the allocations page with no filtering (include cash positions)
+
+## 1.146.3 - 08.05.2022
+
+### Added
+
+- Set up a queue for the data gathering jobs
+- Set up _Nx Cloud_
+
+### Changed
+
+- Migrated the asset profile data gathering to the queue design pattern
+- Improved the allocations page with no filtering
+- Harmonized the _No data available_ label in the portfolio proportion chart component
+- Improved the _FIRE_ calculator for the _Live Demo_
+- Simplified the about page
+- Upgraded `angular` from version `13.2.2` to `13.3.6`
+- Upgraded `Nx` from version `13.8.5` to `14.1.4`
+- Upgraded `storybook` from version `6.4.18` to `6.4.22`
+
+### Fixed
+
+- Eliminated the circular dependencies in the `@ghostfolio/common` library
+
 ## 1.145.0 - 07.05.2022
 
 ### Added
@@ -415,7 +474,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Upgraded `angular` from version `13.1.2` to `13.2.3`
+- Upgraded `angular` from version `13.1.2` to `13.2.2`
 - Upgraded `Nx` from version `13.4.1` to `13.8.1`
 - Upgraded `storybook` from version `6.4.9` to `6.4.18`
 

Dockerfile

@@ -22,8 +22,8 @@ RUN node decorate-angular-cli.js
 COPY ./angular.json angular.json
 COPY ./nx.json nx.json
 COPY ./replace.build.js replace.build.js
-COPY ./jest.preset.js jest.preset.js
-COPY ./jest.config.js jest.config.js
+COPY ./jest.preset.ts jest.preset.ts
+COPY ./jest.config.ts jest.config.ts
 COPY ./tsconfig.base.json tsconfig.base.json
 COPY ./libs libs
 COPY ./apps apps

README.md

@@ -24,7 +24,7 @@
   </p>
 </div>
 
-**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of their wealth like stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
+**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
 
 <div align="center">
   <img src="./apps/client/src/assets/images/screenshot.png" width="300">

angular.json

@@ -47,7 +47,7 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/api/jest.config.js",
+            "jestConfig": "apps/api/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/api"]
@@ -180,7 +180,7 @@
         "test": {
           "builder": "@nrwl/jest:jest",
           "options": {
-            "jestConfig": "apps/client/jest.config.js",
+            "jestConfig": "apps/client/jest.config.ts",
             "passWithNoTests": true
           },
           "outputs": ["coverage/apps/client"]
@@ -225,7 +225,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/common"],
           "options": {
-            "jestConfig": "libs/common/jest.config.js",
+            "jestConfig": "libs/common/jest.config.ts",
             "passWithNoTests": true
           }
         }
@@ -247,7 +247,7 @@
           "builder": "@nrwl/jest:jest",
           "outputs": ["coverage/libs/ui"],
           "options": {
-            "jestConfig": "libs/ui/jest.config.js",
+            "jestConfig": "libs/ui/jest.config.ts",
             "passWithNoTests": true
           }
         },

apps/api/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'api',
-  preset: '../../jest.preset.js',
+
   globals: {
     'ts-jest': {
       tsconfig: '<rootDir>/tsconfig.spec.json'
@@ -12,5 +12,6 @@ module.exports = {
   moduleFileExtensions: ['ts', 'js', 'html'],
   coverageDirectory: '../../coverage/apps/api',
   testTimeout: 10000,
-  testEnvironment: 'node'
+  testEnvironment: 'node',
+  preset: '../../jest.preset.ts'
 };

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

@@ -1,8 +1,10 @@
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Account, Order, Platform, Prisma } from '@prisma/client';
 import Big from 'big.js';
+import { groupBy } from 'lodash';
 
 import { CashDetails } from './interfaces/cash-details.interface';
 
@@ -102,22 +104,43 @@ export class AccountService {
     });
   }
 
-  public async getCashDetails(
-    aUserId: string,
-    aCurrency: string
-  ): Promise<CashDetails> {
+  public async getCashDetails({
+    currency,
+    filters = [],
+    userId
+  }: {
+    currency: string;
+    filters?: Filter[];
+    userId: string;
+  }): Promise<CashDetails> {
     let totalCashBalanceInBaseCurrency = new Big(0);
 
-    const accounts = await this.accounts({
-      where: { userId: aUserId }
+    const where: Prisma.AccountWhereInput = { userId };
+
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
     });
 
+    if (filtersByAccount?.length > 0) {
+      where.id = {
+        in: filtersByAccount.map(({ id }) => {
+          return id;
+        })
+      };
+    }
+
+    const accounts = await this.accounts({ where });
+
     for (const account of accounts) {
       totalCashBalanceInBaseCurrency = totalCashBalanceInBaseCurrency.plus(
         this.exchangeRateDataService.toCurrency(
           account.balance,
           account.currency,
-          aCurrency
+          currency
         )
       );
     }

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

@@ -1,6 +1,10 @@
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
 import {
   AdminData,
   AdminMarketData,
@@ -8,6 +12,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
+import { InjectQueue } from '@nestjs/bull';
 import {
   Body,
   Controller,
@@ -23,6 +28,7 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource, MarketData } from '@prisma/client';
+import { Queue } from 'bull';
 import { isDate } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -33,6 +39,8 @@ import { UpdateMarketDataDto } from './update-market-data.dto';
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly dataGatheringService: DataGatheringService,
     private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -71,10 +79,16 @@ export class AdminController {
       );
     }
 
-    await this.dataGatheringService.gatherProfileData();
-    this.dataGatheringService.gatherMax();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    return;
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
+
+    this.dataGatheringService.gatherMax();
   }
 
   @Post('gather/profile-data')
@@ -92,9 +106,14 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
 
-    return;
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
   }
 
   @Post('gather/profile-data/:dataSource/:symbol')
@@ -115,9 +134,10 @@ export class AdminController {
       );
     }
 
-    this.dataGatheringService.gatherProfileData([{ dataSource, symbol }]);
-
-    return;
+    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+      dataSource,
+      symbol
+    });
   }
 
   @Post('gather/:dataSource/:symbol')

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

@@ -15,7 +15,7 @@ import {
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
-import { DataSource, Property } from '@prisma/client';
+import { Property } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 
 @Injectable()

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

@@ -9,6 +9,7 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
+import { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
 import { ScheduleModule } from '@nestjs/schedule';
@@ -36,6 +37,12 @@ import { UserModule } from './user/user.module';
     AccountModule,
     AuthDeviceModule,
     AuthModule,
+    BullModule.forRoot({
+      redis: {
+        host: process.env.REDIS_HOST,
+        port: parseInt(process.env.REDIS_PORT, 10)
+      }
+    }),
     CacheModule,
     ConfigModule.forRoot(),
     ConfigurationModule,

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

@@ -4,8 +4,13 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
 import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
+import { InjectQueue } from '@nestjs/bull';
 import { Injectable } from '@nestjs/common';
 import {
   AssetClass,
@@ -16,6 +21,7 @@ import {
   Type as TypeOfOrder
 } from '@prisma/client';
 import Big from 'big.js';
+import { Queue } from 'bull';
 import { endOfToday, isAfter } from 'date-fns';
 import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
@@ -27,6 +33,8 @@ export class OrderService {
   public constructor(
     private readonly accountService: AccountService,
     private readonly cacheService: CacheService,
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly prismaService: PrismaService,
@@ -112,12 +120,10 @@ 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
-      }
-    ]);
+    await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+      dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
+      symbol: data.SymbolProfile.connectOrCreate.create.symbol
+    });
 
     const isDraft = isAfter(data.date as Date, endOfToday());
 
@@ -182,12 +188,13 @@ export class OrderService {
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
-    const { account: filtersByAccount, tag: filtersByTag } = groupBy(
-      filters,
-      (filter) => {
-        return filter.type;
-      }
-    );
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
+    });
 
     if (filtersByAccount?.length > 0) {
       where.accountId = {
@@ -201,6 +208,34 @@ export class OrderService {
       where.isDraft = false;
     }
 
+    if (filtersByAssetClass?.length > 0) {
+      where.SymbolProfile = {
+        OR: [
+          {
+            AND: [
+              {
+                OR: filtersByAssetClass.map(({ id }) => {
+                  return { assetClass: AssetClass[id] };
+                })
+              },
+              {
+                SymbolProfileOverrides: {
+                  is: null
+                }
+              }
+            ]
+          },
+          {
+            SymbolProfileOverrides: {
+              OR: filtersByAssetClass.map(({ id }) => {
+                return { assetClass: AssetClass[id] };
+              })
+            }
+          }
+        ]
+      };
+    }
+
     if (filtersByTag?.length > 0) {
       where.tags = {
         some: {

apps/api/src/app/portfolio/current-rate.service.mock.ts

@@ -1,6 +1,7 @@
 import { parseDate, resetHours } from '@ghostfolio/common/helper';
 import { addDays, endOfDay, isBefore, isSameDay } from 'date-fns';
 
+import { GetValueObject } from './interfaces/get-value-object.interface';
 import { GetValuesParams } from './interfaces/get-values-params.interface';
 
 function mockGetValue(symbol: string, date: Date) {
@@ -33,8 +34,11 @@ function mockGetValue(symbol: string, date: Date) {
 }
 
 export const CurrentRateServiceMock = {
-  getValues: ({ dataGatheringItems, dateQuery }: GetValuesParams) => {
-    const result = [];
+  getValues: ({
+    dataGatheringItems,
+    dateQuery
+  }: GetValuesParams): Promise<GetValueObject[]> => {
+    const result: GetValueObject[] = [];
     if (dateQuery.lt) {
       for (
         let date = resetHours(dateQuery.gte);
@@ -44,8 +48,10 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           result.push({
             date,
-            marketPrice: mockGetValue(dataGatheringItem.symbol, date)
-              .marketPrice,
+            marketPriceInBaseCurrency: mockGetValue(
+              dataGatheringItem.symbol,
+              date
+            ).marketPrice,
             symbol: dataGatheringItem.symbol
           });
         }
@@ -55,8 +61,10 @@ export const CurrentRateServiceMock = {
         for (const dataGatheringItem of dataGatheringItems) {
           result.push({
             date,
-            marketPrice: mockGetValue(dataGatheringItem.symbol, date)
-              .marketPrice,
+            marketPriceInBaseCurrency: mockGetValue(
+              dataGatheringItem.symbol,
+              date
+            ).marketPrice,
             symbol: dataGatheringItem.symbol
           });
         }

apps/api/src/app/portfolio/current-rate.service.spec.ts

@@ -4,6 +4,7 @@ import { MarketDataService } from '@ghostfolio/api/services/market-data.service'
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
+import { GetValueObject } from './interfaces/get-value-object.interface';
 
 jest.mock('@ghostfolio/api/services/market-data.service', () => {
   return {
@@ -96,15 +97,15 @@ describe('CurrentRateService', () => {
         },
         userCurrency: 'CHF'
       })
-    ).toMatchObject([
+    ).toMatchObject<GetValueObject[]>([
       {
         date: undefined,
-        marketPrice: 1841.823902,
+        marketPriceInBaseCurrency: 1841.823902,
         symbol: 'AMZN'
       },
       {
         date: undefined,
-        marketPrice: 1847.839966,
+        marketPriceInBaseCurrency: 1847.839966,
         symbol: 'AMZN'
       }
     ]);

apps/api/src/app/portfolio/current-rate.service.ts

@@ -28,13 +28,7 @@ export class CurrentRateService {
       (!dateQuery.gte || isBefore(dateQuery.gte, new Date())) &&
       (!dateQuery.in || this.containsToday(dateQuery.in));
 
-    const promises: Promise<
-      {
-        date: Date;
-        marketPrice: number;
-        symbol: string;
-      }[]
-    >[] = [];
+    const promises: Promise<GetValueObject[]>[] = [];
 
     if (includeToday) {
       const today = resetHours(new Date());
@@ -42,16 +36,17 @@ export class CurrentRateService {
         this.dataProviderService
           .getQuotes(dataGatheringItems)
           .then((dataResultProvider) => {
-            const result = [];
+            const result: GetValueObject[] = [];
             for (const dataGatheringItem of dataGatheringItems) {
               result.push({
                 date: today,
-                marketPrice: this.exchangeRateDataService.toCurrency(
-                  dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice ??
-                    0,
-                  dataResultProvider?.[dataGatheringItem.symbol]?.currency,
-                  userCurrency
-                ),
+                marketPriceInBaseCurrency:
+                  this.exchangeRateDataService.toCurrency(
+                    dataResultProvider?.[dataGatheringItem.symbol]
+                      ?.marketPrice ?? 0,
+                    dataResultProvider?.[dataGatheringItem.symbol]?.currency,
+                    userCurrency
+                  ),
                 symbol: dataGatheringItem.symbol
               });
             }
@@ -74,11 +69,12 @@ export class CurrentRateService {
           return data.map((marketDataItem) => {
             return {
               date: marketDataItem.date,
-              marketPrice: this.exchangeRateDataService.toCurrency(
-                marketDataItem.marketPrice,
-                currencies[marketDataItem.symbol],
-                userCurrency
-              ),
+              marketPriceInBaseCurrency:
+                this.exchangeRateDataService.toCurrency(
+                  marketDataItem.marketPrice,
+                  currencies[marketDataItem.symbol],
+                  userCurrency
+                ),
               symbol: marketDataItem.symbol
             };
           });

apps/api/src/app/portfolio/interfaces/get-value-object.interface.ts

@@ -1,5 +1,5 @@
 export interface GetValueObject {
   date: Date;
-  marketPrice: number;
+  marketPriceInBaseCurrency: number;
   symbol: string;
 }

apps/api/src/app/portfolio/interfaces/portfolio-position-detail.interface.ts

@@ -1,4 +1,5 @@
 import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Tag } from '@prisma/client';
 
@@ -27,10 +28,3 @@ export interface HistoricalDataContainer {
   isAllTimeLow: boolean;
   items: HistoricalDataItem[];
 }
-
-export interface HistoricalDataItem {
-  averagePrice?: number;
-  date: string;
-  grossPerformancePercent?: number;
-  value: number;
-}

apps/api/src/app/portfolio/portfolio-calculator.ts

@@ -231,9 +231,9 @@ export class PortfolioCalculator {
       if (!marketSymbolMap[date]) {
         marketSymbolMap[date] = {};
       }
-      if (marketSymbol.marketPrice) {
+      if (marketSymbol.marketPriceInBaseCurrency) {
         marketSymbolMap[date][marketSymbol.symbol] = new Big(
-          marketSymbol.marketPrice
+          marketSymbol.marketPriceInBaseCurrency
         );
       }
     }
@@ -548,9 +548,9 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[date]) {
           marketSymbolMap[date] = {};
         }
-        if (marketSymbol.marketPrice) {
+        if (marketSymbol.marketPriceInBaseCurrency) {
           marketSymbolMap[date][marketSymbol.symbol] = new Big(
-            marketSymbol.marketPrice
+            marketSymbol.marketPriceInBaseCurrency
           );
         }
       }

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

@@ -107,25 +107,33 @@ export class PortfolioController {
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') range?: DateRange,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
     const accountIds = filterByAccounts?.split(',') ?? [];
+    const assetClasses = filterByAssetClasses?.split(',') ?? [];
     const tagIds = filterByTags?.split(',') ?? [];
 
     const filters: Filter[] = [
       ...accountIds.map((accountId) => {
         return <Filter>{
           id: accountId,
-          type: 'account'
+          type: 'ACCOUNT'
+        };
+      }),
+      ...assetClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_CLASS'
         };
       }),
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,
-          type: 'tag'
+          type: 'TAG'
         };
       })
     ];
@@ -182,8 +190,8 @@ export class PortfolioController {
       this.request.user.subscription.type === 'Basic';
 
     return {
+      accounts,
       hasError,
-      accounts: filters ? {} : accounts,
       holdings: isBasicUser ? {} : holdings
     };
   }

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

@@ -18,7 +18,6 @@ import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-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 {
@@ -30,6 +29,7 @@ import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   Accounts,
   Filter,
+  HistoricalDataItem,
   PortfolioDetails,
   PortfolioPerformanceResponse,
   PortfolioReport,
@@ -68,11 +68,10 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty, sortBy, uniqBy } from 'lodash';
+import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
-  HistoricalDataItem,
   PortfolioPositionDetail
 } from './interfaces/portfolio-position-detail.interface';
 import { PortfolioCalculator } from './portfolio-calculator';
@@ -319,8 +318,8 @@ export class PortfolioService {
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
     const userCurrency =
-      this.request.user?.Settings?.currency ??
       user.Settings?.currency ??
+      this.request.user?.Settings?.currency ??
       baseCurrency;
 
     const { orders, portfolioOrders, transactionPoints } =
@@ -345,10 +344,11 @@ export class PortfolioService {
       startDate
     );
 
-    const cashDetails = await this.accountService.getCashDetails(
+    const cashDetails = await this.accountService.getCashDetails({
       userId,
-      userCurrency
-    );
+      currency: userCurrency,
+      filters: aFilters
+    });
 
     const holdings: PortfolioDetails['holdings'] = {};
     const totalInvestment = currentPositions.totalInvestment.plus(
@@ -441,26 +441,32 @@ export class PortfolioService {
       };
     }
 
-    const cashPositions = await this.getCashPositions({
-      cashDetails,
-      emergencyFund,
-      userCurrency,
-      investment: totalInvestment,
-      value: totalValue
-    });
+    if (
+      aFilters?.length === 0 ||
+      (aFilters?.length === 1 &&
+        aFilters[0].type === 'ASSET_CLASS' &&
+        aFilters[0].id === 'CASH')
+    ) {
+      const cashPositions = await this.getCashPositions({
+        cashDetails,
+        emergencyFund,
+        userCurrency,
+        investment: totalInvestment,
+        value: totalValue
+      });
 
-    if (aFilters === undefined) {
       for (const symbol of Object.keys(cashPositions)) {
         holdings[symbol] = cashPositions[symbol];
       }
     }
 
-    const accounts = await this.getValueOfAccounts(
+    const accounts = await this.getValueOfAccounts({
       orders,
       portfolioItemsNow,
       userCurrency,
-      userId
-    );
+      userId,
+      filters: aFilters
+    });
 
     return { accounts, holdings, hasErrors: currentPositions.hasErrors };
   }
@@ -777,8 +783,7 @@ export class PortfolioService {
             position.grossPerformancePercentage?.toNumber() ?? null,
           investment: new Big(position.investment).toNumber(),
           marketState:
-            dataProviderResponses[position.symbol]?.marketState ??
-            MarketState.delayed,
+            dataProviderResponses[position.symbol]?.marketState ?? 'delayed',
           name: symbolProfileMap[position.symbol].name,
           netPerformance: position.netPerformance?.toNumber() ?? null,
           netPerformancePercentage:
@@ -892,12 +897,12 @@ export class PortfolioService {
     for (const position of currentPositions.positions) {
       portfolioItemsNow[position.symbol] = position;
     }
-    const accounts = await this.getValueOfAccounts(
+    const accounts = await this.getValueOfAccounts({
       orders,
       portfolioItemsNow,
-      currency,
-      userId
-    );
+      userId,
+      userCurrency: currency
+    });
     return {
       rules: {
         accountClusterRisk: await this.rulesService.evaluate(
@@ -959,10 +964,10 @@ export class PortfolioService {
 
     const performanceInformation = await this.getPerformance(aImpersonationId);
 
-    const { balanceInBaseCurrency } = await this.accountService.getCashDetails(
+    const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
       userId,
-      userCurrency
-    );
+      currency: userCurrency
+    });
     const orders = await this.orderService.getOrders({
       userCurrency,
       userId
@@ -1062,7 +1067,7 @@ export class PortfolioService {
           grossPerformancePercent: 0,
           investment: convertedBalance,
           marketPrice: 0,
-          marketState: MarketState.open,
+          marketState: 'open',
           name: account.currency,
           netPerformance: 0,
           netPerformancePercent: 0,
@@ -1255,21 +1260,42 @@ export class PortfolioService {
     portfolioCalculator.computeTransactionPoints();
 
     return {
-      transactionPoints: portfolioCalculator.getTransactionPoints(),
       orders,
-      portfolioOrders
+      portfolioOrders,
+      transactionPoints: portfolioCalculator.getTransactionPoints()
     };
   }
 
-  private async getValueOfAccounts(
-    orders: OrderWithAccount[],
-    portfolioItemsNow: { [p: string]: TimelinePosition },
-    userCurrency: string,
-    userId: string
-  ) {
+  private async getValueOfAccounts({
+    filters = [],
+    orders,
+    portfolioItemsNow,
+    userCurrency,
+    userId
+  }: {
+    filters?: Filter[];
+    orders: OrderWithAccount[];
+    portfolioItemsNow: { [p: string]: TimelinePosition };
+    userCurrency: string;
+    userId: string;
+  }) {
     const accounts: PortfolioDetails['accounts'] = {};
 
-    const currentAccounts = await this.accountService.getAccounts(userId);
+    let currentAccounts = [];
+
+    if (filters.length === 0) {
+      currentAccounts = await this.accountService.getAccounts(userId);
+    } else {
+      const accountIds = uniq(
+        orders.map(({ accountId }) => {
+          return accountId;
+        })
+      );
+
+      currentAccounts = await this.accountService.accounts({
+        where: { id: { in: accountIds } }
+      });
+    }
 
     for (const account of currentAccounts) {
       const ordersByAccount = orders.filter(({ accountId }) => {
@@ -1279,34 +1305,47 @@ export class PortfolioService {
       accounts[account.id] = {
         balance: account.balance,
         currency: account.currency,
-        current: account.balance,
+        current: this.exchangeRateDataService.toCurrency(
+          account.balance,
+          account.currency,
+          userCurrency
+        ),
         name: account.name,
-        original: account.balance
+        original: this.exchangeRateDataService.toCurrency(
+          account.balance,
+          account.currency,
+          userCurrency
+        )
       };
 
       for (const order of ordersByAccount) {
-        let currentValueOfSymbol =
+        let currentValueOfSymbolInBaseCurrency =
           order.quantity *
           portfolioItemsNow[order.SymbolProfile.symbol].marketPrice;
-        let originalValueOfSymbol = order.quantity * order.unitPrice;
+        let originalValueOfSymbolInBaseCurrency =
+          this.exchangeRateDataService.toCurrency(
+            order.quantity * order.unitPrice,
+            order.SymbolProfile.currency,
+            userCurrency
+          );
 
         if (order.type === 'SELL') {
-          currentValueOfSymbol *= -1;
-          originalValueOfSymbol *= -1;
+          currentValueOfSymbolInBaseCurrency *= -1;
+          originalValueOfSymbolInBaseCurrency *= -1;
         }
 
         if (accounts[order.Account?.id || UNKNOWN_KEY]?.current) {
           accounts[order.Account?.id || UNKNOWN_KEY].current +=
-            currentValueOfSymbol;
+            currentValueOfSymbolInBaseCurrency;
           accounts[order.Account?.id || UNKNOWN_KEY].original +=
-            originalValueOfSymbol;
+            originalValueOfSymbolInBaseCurrency;
         } else {
           accounts[order.Account?.id || UNKNOWN_KEY] = {
             balance: 0,
             currency: order.Account?.currency,
-            current: currentValueOfSymbol,
+            current: currentValueOfSymbolInBaseCurrency,
             name: account.name,
-            original: originalValueOfSymbol
+            original: originalValueOfSymbolInBaseCurrency
           };
         }
       }

apps/api/src/app/symbol/interfaces/symbol-item.interface.ts

@@ -1,4 +1,4 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { DataSource } from '@prisma/client';
 
 export interface SymbolItem {

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

@@ -1,4 +1,3 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import {
   IDataGatheringItem,
@@ -6,6 +5,7 @@ import {
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { format, subDays } from 'date-fns';

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

@@ -1,4 +0,0 @@
-export interface Access {
-  alias?: string;
-  id: string;
-}

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

@@ -102,19 +102,69 @@ export class UserService {
   public async user(
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
-    const userFromDatabase = await this.prismaService.user.findUnique({
+    const {
+      accessToken,
+      Account,
+      alias,
+      authChallenge,
+      createdAt,
+      id,
+      provider,
+      role,
+      Settings,
+      Subscription,
+      thirdPartyId,
+      updatedAt
+    } = await this.prismaService.user.findUnique({
       include: { Account: true, Settings: true, Subscription: true },
       where: userWhereUniqueInput
     });
 
-    const user: UserWithSettings = userFromDatabase;
+    const user: UserWithSettings = {
+      accessToken,
+      Account,
+      alias,
+      authChallenge,
+      createdAt,
+      id,
+      provider,
+      role,
+      Settings,
+      thirdPartyId,
+      updatedAt
+    };
 
-    let currentPermissions = getPermissions(userFromDatabase.role);
+    if (user?.Settings) {
+      if (!user.Settings.currency) {
+        // Set default currency if needed
+        user.Settings.currency = UserService.DEFAULT_CURRENCY;
+      }
+    } else if (user) {
+      // Set default settings if needed
+      user.Settings = {
+        currency: UserService.DEFAULT_CURRENCY,
+        settings: null,
+        updatedAt: new Date(),
+        userId: user?.id,
+        viewMode: ViewMode.DEFAULT
+      };
+    }
+
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      user.subscription =
+        this.subscriptionService.getSubscription(Subscription);
+    }
+
+    let currentPermissions = getPermissions(user.role);
 
     if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
       currentPermissions.push(permissions.accessFearAndGreedIndex);
     }
 
+    if (user.subscription?.type === 'Premium') {
+      currentPermissions.push(permissions.reportDataGlitch);
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
       if (hasRole(user, Role.ADMIN)) {
         currentPermissions.push(permissions.toggleReadOnlyMode);
@@ -135,29 +185,7 @@ export class UserService {
       }
     }
 
-    user.permissions = currentPermissions;
-
-    if (userFromDatabase?.Settings) {
-      if (!userFromDatabase.Settings.currency) {
-        // Set default currency if needed
-        userFromDatabase.Settings.currency = UserService.DEFAULT_CURRENCY;
-      }
-    } else if (userFromDatabase) {
-      // Set default settings if needed
-      userFromDatabase.Settings = {
-        currency: UserService.DEFAULT_CURRENCY,
-        settings: null,
-        updatedAt: new Date(),
-        userId: userFromDatabase?.id,
-        viewMode: ViewMode.DEFAULT
-      };
-    }
-
-    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      user.subscription = this.subscriptionService.getSubscription(
-        userFromDatabase?.Subscription
-      );
-    }
+    user.permissions = currentPermissions.sort();
 
     return user;
   }

apps/api/src/services/cron.service.ts

@@ -1,5 +1,11 @@
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
+import { InjectQueue } from '@nestjs/bull';
 import { Injectable } from '@nestjs/common';
 import { Cron, CronExpression } from '@nestjs/schedule';
+import { Queue } from 'bull';
 
 import { DataGatheringService } from './data-gathering.service';
 import { ExchangeRateDataService } from './exchange-rate-data.service';
@@ -8,6 +14,8 @@ import { TwitterBotService } from './twitter-bot/twitter-bot.service';
 @Injectable()
 export class CronService {
   public constructor(
+    @InjectQueue(DATA_GATHERING_QUEUE)
+    private readonly dataGatheringQueue: Queue,
     private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly twitterBotService: TwitterBotService
@@ -30,6 +38,13 @@ export class CronService {
 
   @Cron(CronExpression.EVERY_WEEKEND)
   public async runEveryWeekend() {
-    await this.dataGatheringService.gatherProfileData();
+    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+
+    for (const { dataSource, symbol } of uniqueAssets) {
+      await this.dataGatheringQueue.add(GATHER_ASSET_PROFILE_PROCESS, {
+        dataSource,
+        symbol
+      });
+    }
   }
 }

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

@@ -3,13 +3,19 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { DATA_GATHERING_QUEUE } from '@ghostfolio/common/config';
+import { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
 
+import { DataGatheringProcessor } from './data-gathering.processor';
 import { ExchangeRateDataModule } from './exchange-rate-data.module';
 import { SymbolProfileModule } from './symbol-profile.module';
 
 @Module({
   imports: [
+    BullModule.registerQueue({
+      name: DATA_GATHERING_QUEUE
+    }),
     ConfigurationModule,
     DataEnhancerModule,
     DataProviderModule,
@@ -17,7 +23,7 @@ import { SymbolProfileModule } from './symbol-profile.module';
     PrismaModule,
     SymbolProfileModule
   ],
-  providers: [DataGatheringService],
-  exports: [DataEnhancerModule, DataGatheringService]
+  providers: [DataGatheringProcessor, DataGatheringService],
+  exports: [BullModule, DataEnhancerModule, DataGatheringService]
 })
 export class DataGatheringModule {}

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

@@ -0,0 +1,27 @@
+import {
+  DATA_GATHERING_QUEUE,
+  GATHER_ASSET_PROFILE_PROCESS
+} from '@ghostfolio/common/config';
+import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { Process, Processor } from '@nestjs/bull';
+import { Injectable, Logger } from '@nestjs/common';
+import { Job } from 'bull';
+
+import { DataGatheringService } from './data-gathering.service';
+
+@Injectable()
+@Processor(DATA_GATHERING_QUEUE)
+export class DataGatheringProcessor {
+  public constructor(
+    private readonly dataGatheringService: DataGatheringService
+  ) {}
+
+  @Process(GATHER_ASSET_PROFILE_PROCESS)
+  public async gatherAssetProfile(job: Job<UniqueAsset>) {
+    try {
+      await this.dataGatheringService.gatherAssetProfiles([job.data]);
+    } catch (error) {
+      Logger.error(error, 'DataGatheringProcessor');
+    }
+  }
+}

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

@@ -226,28 +226,29 @@ export class DataGatheringService {
     }
   }
 
-  public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
-    Logger.log(
-      'Profile data gathering has been started.',
-      'DataGatheringService'
-    );
-    console.time('data-gathering-profile');
+  public async gatherAssetProfiles(aUniqueAssets?: UniqueAsset[]) {
+    let uniqueAssets = aUniqueAssets?.filter((dataGatheringItem) => {
+      return dataGatheringItem.dataSource !== 'MANUAL';
+    });
 
-    let dataGatheringItems = aDataGatheringItems?.filter(
-      (dataGatheringItem) => {
-        return dataGatheringItem.dataSource !== 'MANUAL';
-      }
-    );
-
-    if (!dataGatheringItems) {
-      dataGatheringItems = await this.getSymbolsProfileData();
+    if (!uniqueAssets) {
+      uniqueAssets = await this.getUniqueAssets();
     }
 
+    Logger.log(
+      `Asset profile data gathering has been started for ${uniqueAssets
+        .map(({ dataSource, symbol }) => {
+          return `${symbol} (${dataSource})`;
+        })
+        .join(',')}.`,
+      'DataGatheringService'
+    );
+
     const assetProfiles = await this.dataProviderService.getAssetProfiles(
-      dataGatheringItems
+      uniqueAssets
     );
     const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-      dataGatheringItems.map(({ symbol }) => {
+      uniqueAssets.map(({ symbol }) => {
         return symbol;
       })
     );
@@ -322,10 +323,13 @@ export class DataGatheringService {
     }
 
     Logger.log(
-      'Profile data gathering has been completed.',
+      `Asset profile data gathering has been completed for ${uniqueAssets
+        .map(({ dataSource, symbol }) => {
+          return `${symbol} (${dataSource})`;
+        })
+        .join(',')}.`,
       'DataGatheringService'
     );
-    console.timeEnd('data-gathering-profile');
   }
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
@@ -508,6 +512,27 @@ export class DataGatheringService {
     return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
+  public async getUniqueAssets(): Promise<UniqueAsset[]> {
+    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
+      orderBy: [{ symbol: 'asc' }]
+    });
+
+    return symbolProfiles
+      .filter(({ dataSource }) => {
+        return (
+          dataSource !== DataSource.GHOSTFOLIO &&
+          dataSource !== DataSource.MANUAL &&
+          dataSource !== DataSource.RAKUTEN
+        );
+      })
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol
+        };
+      });
+  }
+
   public async reset() {
     Logger.log('Data gathering has been reset.', 'DataGatheringService');
 
@@ -584,27 +609,6 @@ export class DataGatheringService {
     return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
-  private async getSymbolsProfileData(): Promise<IDataGatheringItem[]> {
-    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
-      orderBy: [{ symbol: 'asc' }]
-    });
-
-    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() {
     const lastDataGathering = await this.getLastDataGathering();
 

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

@@ -32,7 +32,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       return response;
     }
 
-    const holdings = await getJSON(
+    const result = await getJSON(
       `${TrackinsightDataEnhancerService.baseUrl}/${symbol}.json`
     ).catch(() => {
       return getJSON(
@@ -42,12 +42,17 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       );
     });
 
+    if (result.weight < 0.95) {
+      // Skip if data is inaccurate
+      return response;
+    }
+
     if (
       !response.countries ||
       (response.countries as unknown as Country[]).length === 0
     ) {
       response.countries = [];
-      for (const [name, value] of Object.entries<any>(holdings.countries)) {
+      for (const [name, value] of Object.entries<any>(result.countries)) {
         let countryCode: string;
 
         for (const [key, country] of Object.entries<any>(
@@ -75,7 +80,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       (response.sectors as unknown as Sector[]).length === 0
     ) {
       response.sectors = [];
-      for (const [name, value] of Object.entries<any>(holdings.sectors)) {
+      for (const [name, value] of Object.entries<any>(result.sectors)) {
         response.sectors.push({
           name: TrackinsightDataEnhancerService.sectorsMapping[name] ?? name,
           weight: value.weight

apps/api/src/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service.ts

@@ -2,8 +2,7 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
-  MarketState
+  IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
@@ -133,7 +132,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
           marketPrice: marketData.find((marketDataItem) => {
             return marketDataItem.symbol === symbolProfile.symbol;
           }).marketPrice,
-          marketState: MarketState.delayed
+          marketState: 'delayed'
         };
       }
 

apps/api/src/services/data-provider/google-sheets/google-sheets.service.ts

@@ -3,8 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
-  MarketState
+  IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
@@ -114,7 +113,7 @@ export class GoogleSheetsService implements DataProviderInterface {
               return symbolProfile.symbol === symbol;
             })?.currency,
             dataSource: this.getName(),
-            marketState: MarketState.delayed
+            marketState: 'delayed'
           };
         }
       }

apps/api/src/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service.ts

@@ -3,8 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
-  MarketState
+  IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
@@ -118,7 +117,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
             currency: undefined,
             dataSource: this.getName(),
             marketPrice: fgi.now.value,
-            marketState: MarketState.open
+            marketState: 'open'
           }
         };
       }

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

@@ -3,8 +3,7 @@ import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/c
 import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
 import {
   IDataProviderHistoricalResponse,
-  IDataProviderResponse,
-  MarketState
+  IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
 import { baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
@@ -216,8 +215,8 @@ export class YahooFinanceService implements DataProviderInterface {
           marketState:
             quote.marketState === 'REGULAR' ||
             this.cryptocurrencyService.isCryptocurrency(symbol)
-              ? MarketState.open
-              : MarketState.closed,
+              ? 'open'
+              : 'closed',
           marketPrice: quote.regularMarketPrice || 0
         };
 

apps/api/src/services/interfaces/interfaces.ts

@@ -1,18 +1,11 @@
+import { MarketState } from '@ghostfolio/common/types';
 import {
   Account,
-  AssetClass,
-  AssetSubClass,
   DataSource,
   SymbolProfile,
   Type as TypeOfOrder
 } from '@prisma/client';
 
-export const MarketState = {
-  closed: 'closed',
-  delayed: 'delayed',
-  open: 'open'
-};
-
 export interface IOrder {
   account: Account;
   currency: string;
@@ -44,5 +37,3 @@ export interface IDataGatheringItem {
   date?: Date;
   symbol: string;
 }
-
-export type MarketState = typeof MarketState[keyof typeof MarketState];

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

@@ -71,7 +71,7 @@ export class SymbolProfileService {
         item.assetSubClass =
           item.SymbolProfileOverrides.assetSubClass ?? item.assetSubClass;
         item.countries =
-          (item.SymbolProfileOverrides.sectors as unknown as Country[]) ??
+          (item.SymbolProfileOverrides.countries as unknown as Country[]) ??
           item.countries;
         item.name = item.SymbolProfileOverrides?.name ?? item.name;
         item.sectors =

apps/api/tsconfig.app.json

@@ -6,6 +6,6 @@
     "emitDecoratorMetadata": true,
     "target": "es2015"
   },
-  "exclude": ["**/*.spec.ts", "**/*.test.ts"],
+  "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"],
   "include": ["**/*.ts"]
 }

apps/api/tsconfig.spec.json

@@ -5,5 +5,5 @@
     "module": "commonjs",
     "types": ["jest", "node"]
   },
-  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "jest.config.ts"]
 }

apps/client/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'client',
-  preset: '../../jest.preset.js',
+
   setupFilesAfterEnv: ['<rootDir>/src/test-setup.ts'],
   globals: {
     'ts-jest': {
@@ -17,5 +17,6 @@ module.exports = {
   transform: {
     '^.+.(ts|mjs|js|html)$': 'jest-preset-angular'
   },
-  transformIgnorePatterns: ['node_modules/(?!.*.mjs$)']
+  transformIgnorePatterns: ['node_modules/(?!.*.mjs$)'],
+  preset: '../../jest.preset.ts'
 };

apps/client/src/app/adapter/custom-date-adapter.ts

@@ -1,20 +1,28 @@
 import { Platform } from '@angular/cdk/platform';
 import { Inject, forwardRef } from '@angular/core';
 import { MAT_DATE_LOCALE, NativeDateAdapter } from '@angular/material/core';
-import { format, isValid } from 'date-fns';
-import * as deDateFnsLocale from 'date-fns/locale/de/index';
+import { getDateFormatString } from '@ghostfolio/common/helper';
+import { format, parse } from 'date-fns';
 
 export class CustomDateAdapter extends NativeDateAdapter {
   /**
    * @constructor
    */
   public constructor(
+    @Inject(MAT_DATE_LOCALE) public locale: string,
     @Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string,
     platform: Platform
   ) {
     super(matDateLocale, platform);
   }
 
+  /**
+   * Formats a date as a string
+   */
+  public format(aDate: Date, aParseFormat: string): string {
+    return format(aDate, getDateFormatString(this.locale));
+  }
+
   /**
    * Sets the first day of the week to Monday
    */
@@ -22,44 +30,10 @@ export class CustomDateAdapter extends NativeDateAdapter {
     return 1;
   }
 
-  /**
-   * Formats a date as a string according to the given format
-   */
-  public format(aDate: Date, aParseFormat: string): string {
-    return format(aDate, aParseFormat, {
-      locale: <any>deDateFnsLocale
-    });
-  }
-
   /**
    * Parses a date from a provided value
    */
-  public parse(aValue: any): Date {
-    let date: Date;
-
-    try {
-      // TODO
-      // Native date parser from the following formats:
-      // - 'd.M.yyyy'
-      // - 'dd.MM.yyyy'
-      // https://github.com/you-dont-need/You-Dont-Need-Momentjs#string--date-format
-      const datePattern = /^(\d{1,2}).(\d{1,2}).(\d{4})$/;
-      const [, day, month, year] = datePattern.exec(aValue);
-
-      date = new Date(
-        parseInt(year, 10),
-        parseInt(month, 10) - 1, // monthIndex
-        parseInt(day, 10)
-      );
-    } catch (error) {
-    } finally {
-      const isDateValid = date && isValid(date);
-
-      if (isDateValid) {
-        return date;
-      }
-
-      return null;
-    }
+  public parse(aValue: string): Date {
+    return parse(aValue, getDateFormatString(this.locale), new Date());
   }
 }

apps/client/src/app/components/accounts-table/accounts-table.component.html

@@ -200,7 +200,7 @@
         </button>
         <button
           mat-menu-item
-          [disabled]="element.isDefault || element.Order?.length > 0"
+          [disabled]="element.isDefault || element.transactionCount > 0"
           (click)="onDeleteAccount(element.id)"
         >
           <ion-icon class="mr-2" name="trash-outline"></ion-icon>

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.ts

@@ -8,11 +8,13 @@ import {
   Output
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
 import {
   DATE_FORMAT,
   getDateFormatString,
   getLocale
 } from '@ghostfolio/common/helper';
+import { User } from '@ghostfolio/common/interfaces';
 import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 import { DataSource, MarketData } from '@prisma/client';
 import {
@@ -53,14 +55,24 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
       [day: string]: Pick<MarketData, 'date' | 'marketPrice'> & { day: number };
     };
   } = {};
+  public user: User;
 
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
     private deviceService: DeviceDetectorService,
-    private dialog: MatDialog
+    private dialog: MatDialog,
+    private userService: UserService
   ) {
     this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+        }
+      });
   }
 
   public ngOnInit() {}
@@ -145,7 +157,8 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
         date,
         marketPrice,
         dataSource: this.dataSource,
-        symbol: this.symbol
+        symbol: this.symbol,
+        user: this.user
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/interfaces/interfaces.ts

@@ -1,3 +1,4 @@
+import { User } from '@ghostfolio/common/interfaces';
 import { DataSource } from '@prisma/client';
 
 export interface MarketDataDetailDialogParams {
@@ -5,4 +6,5 @@ export interface MarketDataDetailDialogParams {
   date: Date;
   marketPrice: number;
   symbol: string;
+  user: User;
 }

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.component.ts

@@ -5,6 +5,7 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
+import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { Subject, takeUntil } from 'rxjs';
@@ -24,11 +25,16 @@ export class MarketDataDetailDialog implements OnDestroy {
   public constructor(
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
+    @Inject(MAT_DIALOG_DATA) public data: MarketDataDetailDialogParams,
+    private dateAdapter: DateAdapter<any>,
     public dialogRef: MatDialogRef<MarketDataDetailDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: MarketDataDetailDialogParams
+    @Inject(MAT_DATE_LOCALE) private locale: string
   ) {}
 
-  public ngOnInit() {}
+  public ngOnInit() {
+    this.locale = this.data.user?.settings?.locale;
+    this.dateAdapter.setLocale(this.locale);
+  }
 
   public onCancel(): void {
     this.dialogRef.close({ withRefresh: false });

apps/client/src/app/components/home-holdings/home-holdings.component.ts

@@ -17,6 +17,7 @@ import { DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
+import { PositionDetailDialogParams } from '../position/position-detail-dialog/interfaces/interfaces';
 
 @Component({
   selector: 'gf-home-holdings',
@@ -126,12 +127,16 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
 
         const dialogRef = this.dialog.open(PositionDetailDialog, {
           autoFocus: false,
-          data: {
+          data: <PositionDetailDialogParams>{
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
+            hasPermissionToReportDataGlitch: hasPermission(
+              this.user?.permissions,
+              permissions.reportDataGlitch
+            ),
             locale: this.user?.settings?.locale
           },
           height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',

apps/client/src/app/components/home-market/home-market.component.ts

@@ -1,10 +1,13 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
 import { resetHours } from '@ghostfolio/common/helper';
-import { InfoItem, User } from '@ghostfolio/common/interfaces';
+import {
+  HistoricalDataItem,
+  InfoItem,
+  User
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';

apps/client/src/app/components/position/position-detail-dialog/interfaces/interfaces.ts

@@ -5,6 +5,7 @@ export interface PositionDetailDialogParams {
   dataSource: DataSource;
   deviceType: string;
   hasImpersonationId: boolean;
+  hasPermissionToReportDataGlitch: boolean;
   locale: string;
   symbol: string;
 }

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.component.ts

@@ -44,6 +44,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public orders: OrderWithAccount[];
   public quantity: number;
   public quantityPrecision = 2;
+  public reportDataGlitchMail: string;
   public sectors: {
     [name: string]: { name: string; value: number };
   };
@@ -91,6 +92,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.averagePrice = averagePrice;
           this.benchmarkDataItems = [];
           this.countries = {};
+          this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
           this.firstBuyDate = firstBuyDate;
           this.grossPerformance = grossPerformance;
           this.grossPerformancePercent = grossPerformancePercent;

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html

@@ -214,13 +214,26 @@
     </div>
 
     <div *ngIf="tags?.length > 0" class="row">
-      <div class="col">
+      <div class="col mb-3">
         <div class="h5" i18n>Tags</div>
         <mat-chip-list>
           <mat-chip *ngFor="let tag of tags">{{ tag.name }}</mat-chip>
         </mat-chip-list>
       </div>
     </div>
+
+    <div
+      *ngIf="data.hasPermissionToReportDataGlitch === true && orders?.length > 0"
+      class="row"
+    >
+      <div class="col mb-3">
+        <hr />
+        <a color="warn" mat-stroked-button [href]="reportDataGlitchMail"
+          ><ion-icon class="mr-1" name="flag-outline"></ion-icon
+          ><span i18n>Report Data Glitch</span></a
+        >
+      </div>
+    </div>
   </div>
 </div>
 

apps/client/src/app/components/positions-table/positions-table.component.ts

@@ -73,11 +73,6 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
-  /*public applyFilter(event: Event) {
-    const filterValue = (event.target as HTMLInputElement).value;
-    this.dataSource.filter = filterValue.trim().toLowerCase();
-  }*/
-
   public onOpenPositionDialog({ dataSource, symbol }: UniqueAsset): void {
     this.router.navigate([], {
       queryParams: { dataSource, symbol, positionDetailDialog: true }

apps/client/src/app/components/positions/positions.component.ts

@@ -5,7 +5,6 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Position } from '@ghostfolio/common/interfaces';
 
 @Component({
@@ -42,10 +41,7 @@ export class PositionsComponent implements OnChanges, OnInit {
       this.positionsWithPriority = [];
 
       for (const portfolioPosition of this.positions) {
-        if (
-          portfolioPosition.marketState === MarketState.open ||
-          this.range !== '1d'
-        ) {
+        if (portfolioPosition.marketState === 'open' || this.range !== '1d') {
           // Only show positions where the market is open in today's view
           this.positionsWithPriority.push(portfolioPosition);
         } else {

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

@@ -22,7 +22,6 @@ export class AboutPageComponent implements OnDestroy, OnInit {
   public hasPermissionForStatistics: boolean;
   public hasPermissionForSubscription: boolean;
   public isLoggedIn: boolean;
-  public lastPublish = environment.lastPublish;
   public statistics: Statistics;
   public user: User;
   public version = environment.version;

apps/client/src/app/pages/about/about-page.html

@@ -2,103 +2,101 @@
   <div class="mb-5 row">
     <div class="col">
       <h3 class="d-flex justify-content-center mb-3" i18n>About Ghostfolio</h3>
-      <mat-card class="about-container">
-        <mat-card-content>
-          <p>
-            <strong>Ghostfolio</strong> is a lightweight wealth management
-            application for individuals to keep track of their wealth like
-            stocks, ETFs or cryptocurrencies and make solid, data-driven
-            investment decisions. The source code is fully available as open
-            source software (OSS). The project has been initiated by
-            <a href="https://dotsilver.ch" title="Website of Thomas Kaul"
-              >Thomas Kaul</a
-            >
-            and is driven by the efforts of its
-            <a
-              href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
-              title="Contributors to Ghostfolio"
-              >contributors</a
-            >.
-            <ng-container *ngIf="lastPublish">
-              This instance is running Ghostfolio {{ version }} and has been
-              last published on {{ lastPublish }}.
-            </ng-container>
-            <ng-container *ngIf="hasPermissionForStatistics" i18n
-              >Check the system status at
-              <a href="https://status.ghostfol.io" title="Ghostfolio status"
-                >status.ghostfol.io</a
-              >.</ng-container
-            >
-          </p>
-          <p>
-            If you encounter a bug or would like to suggest an improvement or a
-            new <a [routerLink]="['/features']">feature</a>, please join the
-            Ghostfolio
-            <a
-              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
-              title="Join the Ghostfolio Slack community"
-              >Slack community</a
-            >, tweet to
-            <a
-              href="https://twitter.com/ghostfolio_"
-              title="Tweet to Ghostfolio on Twitter"
-              >@ghostfolio_</a
-            >, send an e-mail to
-            <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
-              >hi@ghostfol.io</a
-            >
-            or open an issue at
-            <a
-              href="https://github.com/ghostfolio/ghostfolio"
-              title="Find Ghostfolio on GitHub"
-              >GitHub</a
-            >.
-          </p>
-          <p class="text-center">
-            <a
-              class="mx-2"
-              href="https://twitter.com/ghostfolio_"
-              mat-icon-button
-              title="Follow Ghostfolio on Twitter"
-            >
-              <ion-icon name="logo-twitter" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="mailto:hi@ghostfol.io"
-              mat-icon-button
-              title="Send an e-mail"
-            >
-              <ion-icon name="mail" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
-              mat-icon-button
-              title="Join the Ghostfolio Slack channel"
-            >
-              <ion-icon name="logo-slack" size="large"></ion-icon>
-            </a>
-            <a
-              class="mx-2"
-              href="https://github.com/ghostfolio/ghostfolio"
-              mat-icon-button
-              title="Find Ghostfolio on GitHub"
-            >
-              <ion-icon name="logo-github" size="large"></ion-icon>
-            </a>
-          </p>
-          <div
-            *ngIf="hasPermissionForSubscription"
-            class="d-flex justify-content-center"
+      <div class="about-container">
+        <p>
+          <strong>Ghostfolio</strong> is a lightweight wealth management
+          application for individuals to keep track of stocks, ETFs or
+          cryptocurrencies and make solid, data-driven investment decisions. The
+          source code is fully available as open source software (OSS). The
+          project has been initiated by
+          <a href="https://dotsilver.ch" title="Website of Thomas Kaul"
+            >Thomas Kaul</a
           >
-            <div
-              class="independent-and-bootstrapped-logo mb-2"
-              title="Ghostfolio is an independent & bootstrapped business"
-            ></div>
-          </div>
-        </mat-card-content>
-      </mat-card>
+          and is driven by the efforts of its
+          <a
+            href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
+            title="Contributors to Ghostfolio"
+            >contributors</a
+          >.
+          <ng-container *ngIf="version">
+            This instance is running Ghostfolio {{ version }}.
+          </ng-container>
+          <ng-container *ngIf="hasPermissionForStatistics" i18n
+            >Check the system status at
+            <a href="https://status.ghostfol.io" title="Ghostfolio status"
+              >status.ghostfol.io</a
+            >.</ng-container
+          >
+        </p>
+        <p>
+          If you encounter a bug or would like to suggest an improvement or a
+          new
+          <a [routerLink]="['/features']">feature</a>, please join the
+          Ghostfolio
+          <a
+            href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+            title="Join the Ghostfolio Slack community"
+            >Slack community</a
+          >, tweet to
+          <a
+            href="https://twitter.com/ghostfolio_"
+            title="Tweet to Ghostfolio on Twitter"
+            >@ghostfolio_</a
+          >, send an e-mail to
+          <a href="mailto:hi@ghostfol.io" title="Send an e-mail"
+            >hi@ghostfol.io</a
+          >
+          or open an issue at
+          <a
+            href="https://github.com/ghostfolio/ghostfolio"
+            title="Find Ghostfolio on GitHub"
+            >GitHub</a
+          >.
+        </p>
+        <p class="text-center">
+          <a
+            class="mx-2"
+            href="https://twitter.com/ghostfolio_"
+            mat-icon-button
+            title="Follow Ghostfolio on Twitter"
+          >
+            <ion-icon name="logo-twitter" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="mailto:hi@ghostfol.io"
+            mat-icon-button
+            title="Send an e-mail"
+          >
+            <ion-icon name="mail" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+            mat-icon-button
+            title="Join the Ghostfolio Slack channel"
+          >
+            <ion-icon name="logo-slack" size="large"></ion-icon>
+          </a>
+          <a
+            class="mx-2"
+            href="https://github.com/ghostfolio/ghostfolio"
+            mat-icon-button
+            title="Find Ghostfolio on GitHub"
+          >
+            <ion-icon name="logo-github" size="large"></ion-icon>
+          </a>
+        </p>
+        <div
+          *ngIf="hasPermissionForSubscription"
+          class="d-flex justify-content-center"
+        >
+          <div
+            class="independent-and-bootstrapped-logo mb-2"
+            title="Ghostfolio is an independent & bootstrapped business"
+          ></div>
+        </div>
+      </div>
     </div>
   </div>
 

apps/client/src/app/pages/about/about-page.scss

@@ -2,15 +2,13 @@
   color: rgb(var(--dark-primary-text));
   display: block;
 
-  .mat-card {
-    &.about-container {
-      a {
-        color: rgba(var(--palette-primary-500), 1);
-        font-weight: 500;
+  .about-container {
+    a {
+      color: rgba(var(--palette-primary-500), 1);
+      font-weight: 500;
 
-        &:hover {
-          color: rgba(var(--palette-primary-300), 1);
-        }
+      &:hover {
+        color: rgba(var(--palette-primary-300), 1);
       }
     }
 
@@ -29,7 +27,7 @@
 :host-context(.is-dark-theme) {
   color: rgb(var(--light-primary-text));
 
-  .mat-card {
+  .about-container {
     .independent-and-bootstrapped-logo {
       background-image: url('/assets/bootstrapped-light.svg');
       opacity: 1;

apps/client/src/app/pages/landing/landing-page.html

@@ -47,9 +47,9 @@
         <strong>personal investment strategy</strong>.
       </h2>
       <p class="lead">
-        <strong>Ghostfolio</strong> empowers busy people to keep track of their
-        wealth like stocks, ETFs or cryptocurrencies and make solid, data-driven
-        investment decisions.
+        <strong>Ghostfolio</strong> empowers busy people to keep track of
+        stocks, ETFs or cryptocurrencies and make solid, data-driven investment
+        decisions.
       </p>
     </div>
   </div>

apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts

@@ -1,6 +1,7 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
+import { PositionDetailDialogParams } from '@ghostfolio/client/components/position/position-detail-dialog/interfaces/interfaces';
 import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
@@ -14,6 +15,7 @@ import {
   UniqueAsset,
   User
 } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Market, ToggleOption } from '@ghostfolio/common/types';
 import { Account, AssetClass, DataSource } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
@@ -33,6 +35,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
       value: number;
     };
   };
+  public activeFilters: Filter[] = [];
   public allFilters: Filter[];
   public continents: {
     [code: string]: { name: string; value: number };
@@ -81,6 +84,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
 
   public user: User;
 
+  private readonly SEARCH_PLACEHOLDER = 'Filter by account or tag...';
   private unsubscribeSubject = new Subject<void>();
 
   /**
@@ -130,8 +134,13 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         distinctUntilChanged(),
         switchMap((filters) => {
           this.isLoading = true;
+          this.activeFilters = filters;
+          this.placeholder =
+            this.activeFilters.length <= 0 ? this.SEARCH_PLACEHOLDER : '';
 
-          return this.dataService.fetchPortfolioDetails({ filters });
+          return this.dataService.fetchPortfolioDetails({
+            filters: this.activeFilters
+          });
         }),
         takeUntil(this.unsubscribeSubject)
       )
@@ -151,25 +160,40 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
-          const accountFilters: Filter[] = this.user.accounts.map(
-            ({ id, name }) => {
+          const accountFilters: Filter[] = this.user.accounts
+            .filter(({ accountType }) => {
+              return accountType === 'SECURITIES';
+            })
+            .map(({ id, name }) => {
               return {
-                id: id,
+                id,
                 label: name,
-                type: 'account'
+                type: 'ACCOUNT'
               };
-            }
-          );
+            });
+
+          const assetClassFilters: Filter[] = [];
+          for (const assetClass of Object.keys(AssetClass)) {
+            assetClassFilters.push({
+              id: assetClass,
+              label: assetClass,
+              type: 'ASSET_CLASS'
+            });
+          }
 
           const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
             return {
               id,
               label: name,
-              type: 'tag'
+              type: 'TAG'
             };
           });
 
-          this.allFilters = [...accountFilters, ...tagFilters];
+          this.allFilters = [
+            ...accountFilters,
+            ...assetClassFilters,
+            ...tagFilters
+          ];
 
           this.changeDetectorRef.markForCheck();
         }
@@ -343,14 +367,12 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         }
       }
 
-      if (position.dataSource) {
-        this.symbols[prettifySymbol(symbol)] = {
-          dataSource: position.dataSource,
-          name: position.name,
-          symbol: prettifySymbol(symbol),
-          value: aPeriod === 'original' ? position.investment : position.value
-        };
-      }
+      this.symbols[prettifySymbol(symbol)] = {
+        dataSource: position.dataSource,
+        name: position.name,
+        symbol: prettifySymbol(symbol),
+        value: aPeriod === 'original' ? position.investment : position.value
+      };
     }
 
     const marketsTotal =
@@ -400,12 +422,16 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
 
         const dialogRef = this.dialog.open(PositionDetailDialog, {
           autoFocus: false,
-          data: {
+          data: <PositionDetailDialogParams>{
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
+            hasPermissionToReportDataGlitch: hasPermission(
+              this.user?.permissions,
+              permissions.reportDataGlitch
+            ),
             locale: this.user?.settings?.locale
           },
           height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',

apps/client/src/app/pages/portfolio/allocations/allocations-page.html

@@ -95,7 +95,7 @@
       <mat-card class="mb-3">
         <mat-card-header class="overflow-hidden w-100">
           <mat-card-title class="align-items-center d-flex text-truncate"
-            ><span i18n>By Symbol</span
+            ><span i18n>By Position</span
             ><ion-icon
               *ngIf="user?.subscription?.type === 'Basic'"
               class="ml-1 text-muted"

apps/client/src/app/pages/portfolio/fire/fire-page.component.ts

@@ -2,6 +2,7 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import Big from 'big.js';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
@@ -16,6 +17,7 @@ import { takeUntil } from 'rxjs/operators';
 export class FirePageComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public fireWealth: Big;
+  public hasPermissionToUpdateUserSettings: boolean;
   public isLoading = false;
   public user: User;
   public withdrawalRatePerMonth: Big;
@@ -63,6 +65,11 @@ export class FirePageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToUpdateUserSettings = hasPermission(
+            this.user.permissions,
+            permissions.updateUserSettings
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });

apps/client/src/app/pages/portfolio/fire/fire-page.html

@@ -59,6 +59,7 @@
       [currency]="user?.settings?.baseCurrency"
       [deviceType]="deviceType"
       [fireWealth]="fireWealth?.toNumber()"
+      [hasPermissionToUpdateUserSettings]="hasPermissionToUpdateUserSettings"
       [locale]="user?.settings?.locale"
       [savingsRate]="user?.settings?.savingsRate"
       (savingsRateChanged)="onSavingsRateChange($event)"

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

@@ -8,6 +8,7 @@ import {
 } from '@angular/core';
 import { FormBuilder, FormGroup, Validators } from '@angular/forms';
 import { MatAutocompleteSelectedEvent } from '@angular/material/autocomplete';
+import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
@@ -54,13 +55,18 @@ export class CreateOrUpdateTransactionDialog implements OnDestroy {
 
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateTransactionDialogParams,
     private dataService: DataService,
+    private dateAdapter: DateAdapter<any>,
     public dialogRef: MatDialogRef<CreateOrUpdateTransactionDialog>,
     private formBuilder: FormBuilder,
-    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateTransactionDialogParams
+    @Inject(MAT_DATE_LOCALE) private locale: string
   ) {}
 
   public ngOnInit() {
+    this.locale = this.data.user?.settings?.locale;
+    this.dateAdapter.setLocale(this.locale);
+
     const { currencies, platforms } = this.dataService.fetchInfo();
 
     this.currencies = currencies;

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

@@ -1,6 +1,7 @@
 <form
   class="d-flex flex-column h-100"
   [formGroup]="activityForm"
+  (keyup.enter)="activityForm.valid && onSubmit()"
   (ngSubmit)="onSubmit()"
 >
   <h1 *ngIf="data.activity.id" mat-dialog-title i18n>Update activity</h1>

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

@@ -5,6 +5,7 @@ import { ActivatedRoute, Router } from '@angular/router';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
+import { PositionDetailDialogParams } from '@ghostfolio/client/components/position/position-detail-dialog/interfaces/interfaces';
 import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { IcsService } from '@ghostfolio/client/services/ics/ics.service';
@@ -406,12 +407,16 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
 
         const dialogRef = this.dialog.open(PositionDetailDialog, {
           autoFocus: false,
-          data: {
+          data: <PositionDetailDialogParams>{
             dataSource,
             symbol,
             baseCurrency: this.user?.settings?.baseCurrency,
             deviceType: this.deviceType,
             hasImpersonationId: this.hasImpersonationId,
+            hasPermissionToReportDataGlitch: hasPermission(
+              this.user?.permissions,
+              permissions.reportDataGlitch
+            ),
             locale: this.user?.settings?.locale
           },
           height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',

apps/client/src/app/pages/public/public-page.html

@@ -10,7 +10,7 @@
     <div class="col-md-12 allocations-by-symbol">
       <mat-card class="mb-3">
         <mat-card-header class="overflow-hidden w-100">
-          <mat-card-title class="text-truncate" i18n>Symbols</mat-card-title>
+          <mat-card-title class="text-truncate" i18n>Positions</mat-card-title>
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart

apps/client/src/app/services/data.service.ts

@@ -187,12 +187,13 @@ export class DataService {
     let params = new HttpParams();
 
     if (filters?.length > 0) {
-      const { account: filtersByAccount, tag: filtersByTag } = groupBy(
-        filters,
-        (filter) => {
-          return filter.type;
-        }
-      );
+      const {
+        ACCOUNT: filtersByAccount,
+        ASSET_CLASS: filtersByAssetClass,
+        TAG: filtersByTag
+      } = groupBy(filters, (filter) => {
+        return filter.type;
+      });
 
       if (filtersByAccount) {
         params = params.append(
@@ -205,6 +206,17 @@ export class DataService {
         );
       }
 
+      if (filtersByAssetClass) {
+        params = params.append(
+          'assetClasses',
+          filtersByAssetClass
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
+
       if (filtersByTag) {
         params = params.append(
           'tags',

apps/client/src/index.html

@@ -17,7 +17,7 @@
     <meta name="twitter:card" content="summary_large_image" />
     <meta
       name="twitter:description"
-      content="Ghostfolio is a lightweight wealth management application for individuals to keep track of their wealth like stocks, ETFs or cryptocurrencies"
+      content="Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs or cryptocurrencies"
     />
     <meta
       name="twitter:image"

apps/client/tsconfig.app.json

@@ -5,5 +5,6 @@
     "types": ["node"],
     "typeRoots": ["../node_modules/@types"]
   },
-  "files": ["src/main.ts", "src/polyfills.ts"]
+  "files": ["src/main.ts", "src/polyfills.ts"],
+  "exclude": ["jest.config.ts"]
 }

apps/client/tsconfig.editor.json

@@ -3,5 +3,6 @@
   "include": ["**/*.ts"],
   "compilerOptions": {
     "types": ["jest", "node"]
-  }
+  },
+  "exclude": ["jest.config.ts"]
 }

apps/client/tsconfig.spec.json

@@ -6,5 +6,5 @@
     "types": ["jest", "node"]
   },
   "files": ["src/test-setup.ts"],
-  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "jest.config.ts"]
 }

libs/common/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'common',
-  preset: '../../jest.preset.js',
+
   globals: {
     'ts-jest': { tsconfig: '<rootDir>/tsconfig.spec.json' }
   },
@@ -8,5 +8,6 @@ module.exports = {
     '^.+\\.[tj]sx?$': 'ts-jest'
   },
   moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],
-  coverageDirectory: '../../coverage/libs/common'
+  coverageDirectory: '../../coverage/libs/common',
+  preset: '../../jest.preset.ts'
 };

libs/common/src/lib/config.ts

@@ -44,8 +44,12 @@ export const warnColorRgb = {
 
 export const ASSET_SUB_CLASS_EMERGENCY_FUND = 'EMERGENCY_FUND';
 
+export const DATA_GATHERING_QUEUE = 'DATA_GATHERING_QUEUE';
+
 export const DEFAULT_DATE_FORMAT_MONTH_YEAR = 'MMM yyyy';
 
+export const GATHER_ASSET_PROFILE_PROCESS = 'GATHER_ASSET_PROFILE';
+
 export const PROPERTY_COUPONS = 'COUPONS';
 export const PROPERTY_CURRENCIES = 'CURRENCIES';
 export const PROPERTY_IS_READ_ONLY_MODE = 'IS_READ_ONLY_MODE';

libs/common/src/lib/interfaces/filter-group.interface.ts

@@ -0,0 +1,6 @@
+import { Filter } from './filter.interface';
+
+export interface FilterGroup {
+  filters: Filter[];
+  name: Filter['type'];
+}

libs/common/src/lib/interfaces/filter.interface.ts

@@ -1,5 +1,5 @@
 export interface Filter {
   id: string;
   label?: string;
-  type: 'account' | 'tag';
+  type: 'ACCOUNT' | 'ASSET_CLASS' | 'SYMBOL' | 'TAG';
 }

libs/common/src/lib/interfaces/historical-data-item.interface.ts

@@ -0,0 +1,6 @@
+export interface HistoricalDataItem {
+  averagePrice?: number;
+  date: string;
+  grossPerformancePercent?: number;
+  value: number;
+}

libs/common/src/lib/interfaces/index.ts

@@ -8,7 +8,9 @@ import {
 } from './admin-market-data.interface';
 import { Coupon } from './coupon.interface';
 import { Export } from './export.interface';
+import { FilterGroup } from './filter-group.interface';
 import { Filter } from './filter.interface';
+import { HistoricalDataItem } from './historical-data-item.interface';
 import { InfoItem } from './info-item.interface';
 import { PortfolioChart } from './portfolio-chart.interface';
 import { PortfolioDetails } from './portfolio-details.interface';
@@ -40,6 +42,8 @@ export {
   Coupon,
   Export,
   Filter,
+  FilterGroup,
+  HistoricalDataItem,
   InfoItem,
   PortfolioChart,
   PortfolioDetails,

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -1,4 +1,5 @@
 import { Tag } from '@prisma/client';
+
 import { Statistics } from './statistics.interface';
 import { Subscription } from './subscription.interface';
 

libs/common/src/lib/interfaces/portfolio-chart.interface.ts

@@ -1,4 +1,4 @@
-import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
+import { HistoricalDataItem } from './historical-data-item.interface';
 
 export interface PortfolioChart {
   hasError: boolean;

libs/common/src/lib/interfaces/portfolio-position.interface.ts

@@ -1,7 +1,6 @@
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 
-import { Market } from '../types';
+import { Market, MarketState } from '../types';
 import { Country } from './country.interface';
 import { Sector } from './sector.interface';
 

libs/common/src/lib/interfaces/position.interface.ts

@@ -1,5 +1,5 @@
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { AssetClass, DataSource } from '@prisma/client';
+import { MarketState } from '../types';
 
 export interface Position {
   assetClass: AssetClass;

libs/common/src/lib/interfaces/user.interface.ts

@@ -1,10 +1,12 @@
-import { Access } from '@ghostfolio/api/app/user/interfaces/access.interface';
 import { Account, Tag } from '@prisma/client';
 
 import { UserSettings } from './user-settings.interface';
 
 export interface User {
-  access: Access[];
+  access: {
+    alias?: string;
+    id: string;
+  }[];
   accounts: Account[];
   alias?: string;
   id: string;

libs/common/src/lib/permissions.ts

@@ -20,6 +20,7 @@ export const permissions = {
   enableStatistics: 'enableStatistics',
   enableSubscription: 'enableSubscription',
   enableSystemMessage: 'enableSystemMessage',
+  reportDataGlitch: 'reportDataGlitch',
   toggleReadOnlyMode: 'toggleReadOnlyMode',
   updateAccount: 'updateAccount',
   updateAuthDevice: 'updateAuthDevice',

libs/common/src/lib/types/index.ts

@@ -2,6 +2,7 @@ import type { AccessWithGranteeUser } from './access-with-grantee-user.type';
 import { AccountWithValue } from './account-with-value.type';
 import type { DateRange } from './date-range.type';
 import type { Granularity } from './granularity.type';
+import { MarketState } from './market-state-type';
 import { Market } from './market.type';
 import type { OrderWithAccount } from './order-with-account.type';
 import type { RequestWithUser } from './request-with-user.type';
@@ -13,6 +14,7 @@ export type {
   DateRange,
   Granularity,
   Market,
+  MarketState,
   OrderWithAccount,
   RequestWithUser,
   ToggleOption

libs/common/src/lib/types/market-state-type.ts

@@ -0,0 +1 @@
+export type MarketState = 'closed' | 'delayed' | 'open';

libs/common/tsconfig.lib.json

@@ -5,5 +5,5 @@
     "types": []
   },
   "include": ["**/*.ts"],
-  "exclude": ["**/*.spec.ts", "**/*.test.ts"]
+  "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"]
 }

libs/common/tsconfig.spec.json

@@ -14,6 +14,7 @@
     "**/*.test.js",
     "**/*.spec.jsx",
     "**/*.test.jsx",
-    "**/*.d.ts"
+    "**/*.d.ts",
+    "jest.config.ts"
   ]
 }

libs/ui/.storybook/tsconfig.json

@@ -3,6 +3,6 @@
   "compilerOptions": {
     "emitDecoratorMetadata": true
   },
-  "exclude": ["../**/*.spec.ts", "../**/*.test.ts"],
+  "exclude": ["../**/*.spec.ts", "../**/*.test.ts", "jest.config.ts"],
   "include": ["../src/**/*", "*.js"]
 }

libs/ui/jest.config.ts

@@ -1,6 +1,6 @@
 module.exports = {
   displayName: 'ui',
-  preset: '../../jest.preset.js',
+
   setupFilesAfterEnv: ['<rootDir>/src/test-setup.ts'],
   globals: {
     'ts-jest': {
@@ -17,5 +17,6 @@ module.exports = {
     'jest-preset-angular/build/serializers/no-ng-attributes',
     'jest-preset-angular/build/serializers/ng-snapshot',
     'jest-preset-angular/build/serializers/html-comment'
-  ]
+  ],
+  preset: '../../jest.preset.ts'
 };

libs/ui/src/lib/activities-filter/activities-filter.component.html

@@ -26,9 +26,17 @@
     #autocomplete="matAutocomplete"
     (optionSelected)="onSelectFilter($event)"
   >
-    <mat-option *ngFor="let filter of filters | async" [value]="filter">
-      {{ filter.label | gfSymbol }}
-    </mat-option>
+    <mat-optgroup
+      *ngFor="let filterGroup of filterGroups$ | async"
+      [label]="filterGroup.name"
+    >
+      <mat-option
+        *ngFor="let filter of filterGroup.filters"
+        [value]="filter.id"
+      >
+        {{ filter.label | gfSymbol }}
+      </mat-option>
+    </mat-optgroup>
   </mat-autocomplete>
   <mat-spinner
     matSuffix

libs/ui/src/lib/activities-filter/activities-filter.component.ts

@@ -17,7 +17,8 @@ import {
   MatAutocompleteSelectedEvent
 } from '@angular/material/autocomplete';
 import { MatChipInputEvent } from '@angular/material/chips';
-import { Filter } from '@ghostfolio/common/interfaces';
+import { Filter, FilterGroup } from '@ghostfolio/common/interfaces';
+import { groupBy } from 'lodash';
 import { BehaviorSubject, Observable, Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
@@ -37,6 +38,7 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
   @ViewChild('autocomplete') matAutocomplete: MatAutocomplete;
   @ViewChild('searchInput') searchInput: ElementRef<HTMLInputElement>;
 
+  public filterGroups$: Subject<FilterGroup[]> = new BehaviorSubject([]);
   public filters$: Subject<Filter[]> = new BehaviorSubject([]);
   public filters: Observable<Filter[]> = this.filters$.asObservable();
   public searchControl = new FormControl();
@@ -48,36 +50,29 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
   public constructor() {
     this.searchControl.valueChanges
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((currentFilter: string) => {
-        if (currentFilter) {
-          this.filters$.next(
-            this.allFilters
-              .filter((filter) => {
-                // Filter selected filters
-                return !this.selectedFilters.some((selectedFilter) => {
-                  return selectedFilter.id === filter.id;
-                });
-              })
-              .filter((filter) => {
-                return filter.label
-                  .toLowerCase()
-                  .startsWith(currentFilter?.toLowerCase());
-              })
-              .sort((a, b) => a.label.localeCompare(b.label))
-          );
+      .subscribe((filterOrSearchTerm: Filter | string) => {
+        if (filterOrSearchTerm) {
+          const searchTerm =
+            typeof filterOrSearchTerm === 'string'
+              ? filterOrSearchTerm
+              : filterOrSearchTerm?.label;
+
+          this.filterGroups$.next(this.getGroupedFilters(searchTerm));
+        } else {
+          this.filterGroups$.next(this.getGroupedFilters());
         }
       });
   }
 
   public ngOnChanges(changes: SimpleChanges) {
     if (changes.allFilters?.currentValue) {
-      this.updateFilter();
+      this.updateFilters();
     }
   }
 
   public onAddFilter({ input, value }: MatChipInputEvent): void {
     if (value?.trim()) {
-      this.updateFilter();
+      this.updateFilters();
     }
 
     // Reset the input value
@@ -93,12 +88,16 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
       return filter.id !== aFilter.id;
     });
 
-    this.updateFilter();
+    this.updateFilters();
   }
 
   public onSelectFilter(event: MatAutocompleteSelectedEvent): void {
-    this.selectedFilters.push(event.option.value);
-    this.updateFilter();
+    this.selectedFilters.push(
+      this.allFilters.find((filter) => {
+        return filter.id === event.option.value;
+      })
+    );
+    this.updateFilters();
     this.searchInput.nativeElement.value = '';
     this.searchControl.setValue(null);
   }
@@ -108,8 +107,8 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
     this.unsubscribeSubject.complete();
   }
 
-  private updateFilter() {
-    this.filters$.next(
+  private getGroupedFilters(searchTerm?: string) {
+    const filterGroupsMap = groupBy(
       this.allFilters
         .filter((filter) => {
           // Filter selected filters
@@ -117,9 +116,44 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
             return selectedFilter.id === filter.id;
           });
         })
-        .sort((a, b) => a.label.localeCompare(b.label))
+        .filter((filter) => {
+          if (searchTerm) {
+            // Filter by search term
+            return filter.label
+              .toLowerCase()
+              .includes(searchTerm.toLowerCase());
+          }
+
+          return filter;
+        })
+        .sort((a, b) => a.label.localeCompare(b.label)),
+      (filter) => {
+        return filter.type;
+      }
     );
 
+    const filterGroups: FilterGroup[] = [];
+
+    for (const type of Object.keys(filterGroupsMap)) {
+      filterGroups.push({
+        name: <Filter['type']>type,
+        filters: filterGroupsMap[type]
+      });
+    }
+
+    return filterGroups
+      .sort((a, b) => a.name.localeCompare(b.name))
+      .map((filterGroup) => {
+        return {
+          ...filterGroup,
+          filters: filterGroup.filters
+        };
+      });
+  }
+
+  private updateFilters() {
+    this.filterGroups$.next(this.getGroupedFilters());
+
     // Emit an array with a new reference
     this.valueChanged.emit([...this.selectedFilters]);
   }

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -20,10 +20,7 @@ import Big from 'big.js';
 import { isUUID } from 'class-validator';
 import { endOfToday, format, isAfter } from 'date-fns';
 import { isNumber } from 'lodash';
-import { distinctUntilChanged, Subject, Subscription, takeUntil } from 'rxjs';
-
-const SEARCH_PLACEHOLDER = 'Search for account, currency, symbol or type...';
-const SEARCH_STRING_SEPARATOR = ',';
+import { Subject, Subscription, distinctUntilChanged, takeUntil } from 'rxjs';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -70,6 +67,9 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   public totalFees: number;
   public totalValue: number;
 
+  private readonly SEARCH_PLACEHOLDER =
+    'Filter by account, currency, symbol or type...';
+  private readonly SEARCH_STRING_SEPARATOR = ',';
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(private router: Router) {
@@ -105,19 +105,19 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
     this.defaultDateFormat = getDateFormatString(this.locale);
 
     if (this.activities) {
-      this.allFilters = this.getSearchableFieldValues(this.activities).map(
-        (label) => {
-          return { label, id: label, type: 'tag' };
-        }
-      );
+      this.allFilters = this.getSearchableFieldValues(this.activities);
 
       this.dataSource = new MatTableDataSource(this.activities);
       this.dataSource.filterPredicate = (data, filter) => {
         const dataString = this.getFilterableValues(data)
+          .map((currentFilter) => {
+            return currentFilter.label;
+          })
           .join(' ')
           .toLowerCase();
+
         let contains = true;
-        for (const singleFilter of filter.split(SEARCH_STRING_SEPARATOR)) {
+        for (const singleFilter of filter.split(this.SEARCH_STRING_SEPARATOR)) {
           contains =
             contains && dataString.includes(singleFilter.trim().toLowerCase());
         }
@@ -190,50 +190,51 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
 
   private getFilterableValues(
     activity: OrderWithAccount,
-    fieldValues: Set<string> = new Set<string>()
-  ): string[] {
-    fieldValues.add(activity.Account?.name);
-    fieldValues.add(activity.Account?.Platform?.name);
-    fieldValues.add(activity.SymbolProfile.currency);
+    fieldValueMap: { [id: string]: Filter } = {}
+  ): Filter[] {
+    fieldValueMap[activity.Account?.id] = {
+      id: activity.Account?.id,
+      label: activity.Account?.name,
+      type: 'ACCOUNT'
+    };
+
+    fieldValueMap[activity.SymbolProfile.currency] = {
+      id: activity.SymbolProfile.currency,
+      label: activity.SymbolProfile.currency,
+      type: 'TAG'
+    };
 
     if (!isUUID(activity.SymbolProfile.symbol)) {
-      fieldValues.add(activity.SymbolProfile.symbol);
+      fieldValueMap[activity.SymbolProfile.symbol] = {
+        id: activity.SymbolProfile.symbol,
+        label: activity.SymbolProfile.symbol,
+        type: 'SYMBOL'
+      };
     }
 
-    fieldValues.add(activity.type);
-    fieldValues.add(format(activity.date, 'yyyy'));
+    fieldValueMap[activity.type] = {
+      id: activity.type,
+      label: activity.type,
+      type: 'TAG'
+    };
 
-    return [...fieldValues].filter((item) => {
-      return item !== undefined;
-    });
+    fieldValueMap[format(activity.date, 'yyyy')] = {
+      id: format(activity.date, 'yyyy'),
+      label: format(activity.date, 'yyyy'),
+      type: 'TAG'
+    };
+
+    return Object.values(fieldValueMap);
   }
 
-  private getSearchableFieldValues(activities: OrderWithAccount[]): string[] {
-    const fieldValues = new Set<string>();
+  private getSearchableFieldValues(activities: OrderWithAccount[]): Filter[] {
+    const fieldValueMap: { [id: string]: Filter } = {};
 
     for (const activity of activities) {
-      this.getFilterableValues(activity, fieldValues);
+      this.getFilterableValues(activity, fieldValueMap);
     }
 
-    return [...fieldValues]
-      .filter((item) => {
-        return item !== undefined;
-      })
-      .sort((a, b) => {
-        const aFirstChar = a.charAt(0);
-        const bFirstChar = b.charAt(0);
-        const isANumber = aFirstChar >= '0' && aFirstChar <= '9';
-        const isBNumber = bFirstChar >= '0' && bFirstChar <= '9';
-
-        // Sort priority: text, followed by numbers
-        if (isANumber && !isBNumber) {
-          return 1;
-        } else if (!isANumber && isBNumber) {
-          return -1;
-        } else {
-          return a.toLowerCase() < b.toLowerCase() ? -1 : 1;
-        }
-      });
+    return Object.values(fieldValueMap);
   }
 
   private getTotalFees() {
@@ -275,13 +276,14 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
       .map((filter) => {
         return filter.label;
       })
-      .join(SEARCH_STRING_SEPARATOR);
+      .join(this.SEARCH_STRING_SEPARATOR);
+
     const lowercaseSearchKeywords = filters.map((filter) => {
       return filter.label.trim().toLowerCase();
     });
 
     this.placeholder =
-      lowercaseSearchKeywords.length <= 0 ? SEARCH_PLACEHOLDER : '';
+      lowercaseSearchKeywords.length <= 0 ? this.SEARCH_PLACEHOLDER : '';
 
     this.searchKeywords = filters.map((filter) => {
       return filter.label;

libs/ui/src/lib/fire-calculator/fire-calculator.component.ts

@@ -41,6 +41,7 @@ export class FireCalculatorComponent
   @Input() currency: string;
   @Input() deviceType: string;
   @Input() fireWealth: number;
+  @Input() hasPermissionToUpdateUserSettings: boolean;
   @Input() locale: string;
   @Input() savingsRate = 0;
 
@@ -76,12 +77,17 @@ export class FireCalculatorComponent
       Tooltip
     );
 
-    this.calculatorForm.setValue({
-      annualInterestRate: 5,
-      paymentPerPeriod: this.savingsRate,
-      principalInvestmentAmount: 0,
-      time: 10
-    });
+    this.calculatorForm.setValue(
+      {
+        annualInterestRate: 5,
+        paymentPerPeriod: this.savingsRate,
+        principalInvestmentAmount: 0,
+        time: 10
+      },
+      {
+        emitEvent: false
+      }
+    );
 
     this.calculatorForm.valueChanges
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -115,6 +121,12 @@ export class FireCalculatorComponent
         this.changeDetectorRef.markForCheck();
       });
     }
+
+    if (this.hasPermissionToUpdateUserSettings === true) {
+      this.calculatorForm.get('paymentPerPeriod').enable({ emitEvent: false });
+    } else {
+      this.calculatorForm.get('paymentPerPeriod').disable({ emitEvent: false });
+    }
   }
 
   public ngOnChanges() {
@@ -135,6 +147,12 @@ export class FireCalculatorComponent
         this.changeDetectorRef.markForCheck();
       });
     }
+
+    if (this.hasPermissionToUpdateUserSettings === true) {
+      this.calculatorForm.get('paymentPerPeriod').enable({ emitEvent: false });
+    } else {
+      this.calculatorForm.get('paymentPerPeriod').disable({ emitEvent: false });
+    }
   }
 
   public ngOnDestroy() {
@@ -178,6 +196,8 @@ export class FireCalculatorComponent
 
                     return `Total: ${new Intl.NumberFormat(this.locale, {
                       currency: this.currency,
+                      // eslint-disable-next-line @typescript-eslint/ban-ts-comment
+                      // @ts-ignore: Only supported from ES2020 or later
                       currencyDisplay: 'code',
                       style: 'currency'
                     }).format(totalAmount)}`;
@@ -192,6 +212,8 @@ export class FireCalculatorComponent
                     if (context.parsed.y !== null) {
                       label += new Intl.NumberFormat(this.locale, {
                         currency: this.currency,
+                        // eslint-disable-next-line @typescript-eslint/ban-ts-comment
+                        // @ts-ignore: Only supported from ES2020 or later
                         currencyDisplay: 'code',
                         style: 'currency'
                       }).format(context.parsed.y);

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

@@ -349,7 +349,7 @@ export class PortfolioProportionChartComponent
           if (symbol === this.OTHER_KEY) {
             symbol = 'Other';
           } else if (symbol === UNKNOWN_KEY) {
-            symbol = 'Unknown';
+            symbol = 'No data available';
           }
 
           const name = this.positions[<string>symbol]?.name;

libs/ui/src/lib/trend-indicator/trend-indicator.component.ts

@@ -1,6 +1,5 @@
 import { ChangeDetectionStrategy, Component, Input } from '@angular/core';
-import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DateRange } from '@ghostfolio/common/types';
+import { DateRange, MarketState } from '@ghostfolio/common/types';
 
 @Component({
   selector: 'gf-trend-indicator',

libs/ui/tsconfig.lib.json

@@ -14,7 +14,8 @@
     "**/*.spec.ts",
     "**/*.test.ts",
     "**/*.stories.ts",
-    "**/*.stories.js"
+    "**/*.stories.js",
+    "jest.config.ts"
   ],
   "include": ["**/*.ts"]
 }

libs/ui/tsconfig.spec.json

@@ -6,5 +6,5 @@
     "types": ["jest", "node"]
   },
   "files": ["src/test-setup.ts"],
-  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts", "jest.config.ts"]
 }

nx.json

@@ -15,8 +15,9 @@
   "npmScope": "ghostfolio",
   "tasksRunnerOptions": {
     "default": {
-      "runner": "@nrwl/workspace/tasks-runners/default",
+      "runner": "@nrwl/nx-cloud",
       "options": {
+        "accessToken": "Mjg0ZGQ2YjAtNGI4NS00NmYwLThhOWEtMWZmNmQzODM4YzU4fHJlYWQ=",
         "cacheableOperations": [
           "build",
           "lint",

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.145.0",
+  "version": "1.150.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -13,8 +13,8 @@
     "affected:lint": "nx affected:lint",
     "affected:test": "nx affected:test",
     "angular": "node --max_old_space_size=32768 ./node_modules/@angular/cli/bin/ng",
-    "build:all": "ng build --configuration production api && ng build --configuration production client && yarn replace-placeholders-in-build",
-    "build:dev": "nx build api && nx build client && yarn replace-placeholders-in-build",
+    "build:all": "nx run api:build:production && nx run client:build:production && yarn replace-placeholders-in-build",
+    "build:dev": "nx run api:build && nx run client:build && yarn replace-placeholders-in-build",
     "build:storybook": "nx run ui:build-storybook",
     "clean": "rimraf dist",
     "database:format-schema": "prisma format",
@@ -50,18 +50,19 @@
     "workspace-generator": "nx workspace-generator"
   },
   "dependencies": {
-    "@angular/animations": "13.2.2",
-    "@angular/cdk": "13.2.2",
-    "@angular/common": "13.2.2",
-    "@angular/compiler": "13.2.2",
-    "@angular/core": "13.2.2",
-    "@angular/forms": "13.2.2",
-    "@angular/material": "13.2.2",
-    "@angular/platform-browser": "13.2.2",
-    "@angular/platform-browser-dynamic": "13.2.2",
-    "@angular/router": "13.2.2",
+    "@angular/animations": "13.3.6",
+    "@angular/cdk": "13.3.6",
+    "@angular/common": "13.3.6",
+    "@angular/compiler": "13.3.6",
+    "@angular/core": "13.3.6",
+    "@angular/forms": "13.3.6",
+    "@angular/material": "13.3.6",
+    "@angular/platform-browser": "13.3.6",
+    "@angular/platform-browser-dynamic": "13.3.6",
+    "@angular/router": "13.3.6",
     "@codewithdan/observable-store": "2.2.11",
     "@dinero.js/currencies": "2.0.0-alpha.8",
+    "@nestjs/bull": "0.5.5",
     "@nestjs/common": "8.2.3",
     "@nestjs/config": "1.1.3",
     "@nestjs/core": "8.2.3",
@@ -70,18 +71,18 @@
     "@nestjs/platform-express": "8.2.3",
     "@nestjs/schedule": "1.0.2",
     "@nestjs/serve-static": "2.2.2",
-    "@nrwl/angular": "13.8.5",
+    "@nrwl/angular": "14.1.4",
     "@prisma/client": "3.12.0",
     "@simplewebauthn/browser": "4.1.0",
     "@simplewebauthn/server": "4.1.0",
     "@simplewebauthn/typescript-types": "4.0.0",
     "@stripe/stripe-js": "1.22.0",
-    "@types/papaparse": "5.2.6",
     "alphavantage": "2.2.0",
     "angular-material-css-vars": "3.0.0",
     "bent": "7.3.12",
     "big.js": "6.1.1",
     "bootstrap": "4.6.0",
+    "bull": "4.8.2",
     "cache-manager": "3.4.3",
     "cache-manager-redis-store": "2.0.0",
     "chart.js": "3.7.0",
@@ -115,43 +116,45 @@
     "rxjs": "7.4.0",
     "stripe": "8.199.0",
     "svgmap": "2.6.0",
-    "tslib": "2.0.0",
     "twitter-api-v2": "1.10.3",
     "uuid": "8.3.2",
     "yahoo-finance2": "2.3.2",
     "zone.js": "0.11.4"
   },
   "devDependencies": {
-    "@angular-devkit/build-angular": "13.2.3",
+    "@angular-devkit/build-angular": "13.3.5",
     "@angular-eslint/eslint-plugin": "13.0.1",
     "@angular-eslint/eslint-plugin-template": "13.0.1",
     "@angular-eslint/template-parser": "13.0.1",
-    "@angular/cli": "13.2.3",
-    "@angular/compiler-cli": "13.2.2",
-    "@angular/language-service": "13.2.2",
-    "@angular/localize": "13.2.2",
+    "@angular/cli": "13.3.5",
+    "@angular/compiler-cli": "13.3.6",
+    "@angular/language-service": "13.3.6",
+    "@angular/localize": "13.3.6",
     "@nestjs/schematics": "8.0.5",
     "@nestjs/testing": "8.2.3",
-    "@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",
-    "@storybook/manager-webpack5": "6.4.18",
+    "@nrwl/cli": "14.1.4",
+    "@nrwl/cypress": "14.1.4",
+    "@nrwl/eslint-plugin-nx": "14.1.4",
+    "@nrwl/jest": "14.1.4",
+    "@nrwl/nest": "14.1.4",
+    "@nrwl/node": "14.1.4",
+    "@nrwl/nx-cloud": "14.0.3",
+    "@nrwl/storybook": "14.1.4",
+    "@nrwl/workspace": "14.1.4",
+    "@storybook/addon-essentials": "6.4.22",
+    "@storybook/angular": "6.4.22",
+    "@storybook/builder-webpack5": "6.4.22",
+    "@storybook/core-server": "6.4.22",
+    "@storybook/manager-webpack5": "6.4.22",
     "@types/big.js": "6.1.2",
+    "@types/bull": "3.15.8",
     "@types/cache-manager": "3.4.2",
     "@types/color": "3.0.2",
     "@types/google-spreadsheet": "3.1.5",
-    "@types/jest": "27.0.2",
+    "@types/jest": "27.4.1",
     "@types/lodash": "4.14.174",
     "@types/node": "14.14.33",
+    "@types/papaparse": "5.2.6",
     "@types/passport-google-oauth20": "2.0.11",
     "@typescript-eslint/eslint-plugin": "5.4.0",
     "@typescript-eslint/parser": "5.4.0",
@@ -165,14 +168,16 @@
     "import-sort-cli": "6.0.0",
     "import-sort-parser-typescript": "6.0.0",
     "import-sort-style-module": "6.0.0",
-    "jest": "27.2.3",
+    "jest": "27.5.1",
     "jest-preset-angular": "11.1.1",
+    "nx": "14.1.4",
     "prettier": "2.5.1",
     "replace-in-file": "6.2.0",
     "rimraf": "3.0.2",
-    "ts-jest": "27.0.5",
+    "tslib": "2.0.0",
+    "ts-jest": "27.1.4",
     "ts-node": "9.1.1",
-    "typescript": "4.5.5"
+    "typescript": "4.6.4"
   },
   "engines": {
     "node": ">=14"