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d5c96d1cb7 | |||
1a4dc51825 | |||
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904d4db219 |
21
CHANGELOG.md
21
CHANGELOG.md
@ -5,7 +5,26 @@ 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).
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||||
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||||
## 1.146.2 - 08.05.2022
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## 1.148.0 - 14.05.2022
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||||
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||||
### Added
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||||
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||||
- Supported enter key press to submit the form of the create or edit transaction dialog
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||||
- Added a _Report Data Glitch_ button to the position detail dialog
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||||
|
||||
### Fixed
|
||||
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||||
- Fixed the date format of the date picker and support manual changes
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||||
- Fixed the state of the account delete button (disable if account contains activities)
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||||
- Fixed an issue in the activities filter component (typing a search term)
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||||
|
||||
## 1.147.0 - 10.05.2022
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||||
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||||
### Changed
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||||
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- Improved the allocations page with no filtering (include cash positions)
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||||
## 1.146.3 - 08.05.2022
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||||
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||||
### Added
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||||
|
||||
|
@ -1,5 +1,6 @@
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||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
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||||
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
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||||
import { Filter } from '@ghostfolio/common/interfaces';
|
||||
import { Injectable } from '@nestjs/common';
|
||||
import { Account, Order, Platform, Prisma } from '@prisma/client';
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||||
import Big from 'big.js';
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||||
@ -102,22 +103,39 @@ export class AccountService {
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||||
});
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||||
}
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||||
|
||||
public async getCashDetails(
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||||
aUserId: string,
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||||
aCurrency: string
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||||
): Promise<CashDetails> {
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||||
public async getCashDetails({
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||||
currency,
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||||
filters = [],
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||||
userId
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||||
}: {
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||||
currency: string;
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||||
filters?: Filter[];
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||||
userId: string;
|
||||
}): Promise<CashDetails> {
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||||
let totalCashBalanceInBaseCurrency = new Big(0);
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||||
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||||
const accounts = await this.accounts({
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||||
where: { userId: aUserId }
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||||
});
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||||
const where: Prisma.AccountWhereInput = { userId };
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||||
|
||||
if (filters?.length > 0) {
|
||||
where.id = {
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in: filters
|
||||
.filter(({ type }) => {
|
||||
return type === 'account';
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||||
})
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||||
.map(({ id }) => {
|
||||
return id;
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||||
})
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||||
};
|
||||
}
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||||
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||||
const accounts = await this.accounts({ where });
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for (const account of accounts) {
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totalCashBalanceInBaseCurrency = totalCashBalanceInBaseCurrency.plus(
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this.exchangeRateDataService.toCurrency(
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account.balance,
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account.currency,
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aCurrency
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||||
currency
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||||
)
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||||
);
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||||
}
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||||
|
@ -182,8 +182,8 @@ export class PortfolioController {
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||||
this.request.user.subscription.type === 'Basic';
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||||
|
||||
return {
|
||||
accounts,
|
||||
hasError,
|
||||
accounts: filters.length === 0 ? accounts : {},
|
||||
holdings: isBasicUser ? {} : holdings
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||||
};
|
||||
}
|
||||
|
@ -68,7 +68,7 @@ import {
|
||||
subDays,
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||||
subYears
|
||||
} from 'date-fns';
|
||||
import { isEmpty, sortBy, uniqBy } from 'lodash';
|
||||
import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
|
||||
|
||||
import {
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||||
HistoricalDataContainer,
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||||
@ -318,8 +318,8 @@ export class PortfolioService {
|
||||
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
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||||
);
|
||||
const userCurrency =
|
||||
this.request.user?.Settings?.currency ??
|
||||
user.Settings?.currency ??
|
||||
this.request.user?.Settings?.currency ??
|
||||
baseCurrency;
|
||||
|
||||
const { orders, portfolioOrders, transactionPoints } =
|
||||
@ -344,10 +344,11 @@ export class PortfolioService {
|
||||
startDate
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||||
);
|
||||
|
||||
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(
|
||||
@ -440,6 +441,7 @@ export class PortfolioService {
|
||||
};
|
||||
}
|
||||
|
||||
if (aFilters?.length === 0) {
|
||||
const cashPositions = await this.getCashPositions({
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||||
cashDetails,
|
||||
emergencyFund,
|
||||
@ -448,18 +450,17 @@ export class PortfolioService {
|
||||
value: totalValue
|
||||
});
|
||||
|
||||
if (aFilters === undefined) {
|
||||
for (const symbol of Object.keys(cashPositions)) {
|
||||
holdings[symbol] = cashPositions[symbol];
|
||||
}
|
||||
}
|
||||
|
||||
const accounts = await this.getValueOfAccounts(
|
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const accounts = await this.getValueOfAccounts({
|
||||
orders,
|
||||
userId,
|
||||
portfolioItemsNow,
|
||||
userCurrency,
|
||||
userId
|
||||
);
|
||||
filters: aFilters
|
||||
});
|
||||
|
||||
return { accounts, holdings, hasErrors: currentPositions.hasErrors };
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||||
}
|
||||
@ -890,12 +891,11 @@ 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
|
||||
);
|
||||
});
|
||||
return {
|
||||
rules: {
|
||||
accountClusterRisk: await this.rulesService.evaluate(
|
||||
@ -957,10 +957,10 @@ 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
|
||||
@ -1253,21 +1253,40 @@ 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,
|
||||
userId
|
||||
}: {
|
||||
filters?: Filter[];
|
||||
orders: OrderWithAccount[];
|
||||
portfolioItemsNow: { [p: string]: TimelinePosition };
|
||||
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 }) => {
|
||||
|
@ -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;
|
||||
}
|
||||
|
@ -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());
|
||||
}
|
||||
}
|
||||
|
@ -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>
|
||||
|
@ -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'
|
||||
|
@ -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;
|
||||
}
|
||||
|
@ -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 });
|
||||
|
@ -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',
|
||||
|
@ -5,6 +5,7 @@ export interface PositionDetailDialogParams {
|
||||
dataSource: DataSource;
|
||||
deviceType: string;
|
||||
hasImpersonationId: boolean;
|
||||
hasPermissionToReportDataGlitch: boolean;
|
||||
locale: string;
|
||||
symbol: string;
|
||||
}
|
||||
|
@ -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;
|
||||
|
@ -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>
|
||||
|
||||
|
@ -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 }
|
||||
|
@ -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 };
|
||||
@ -130,8 +133,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
|
||||
distinctUntilChanged(),
|
||||
switchMap((filters) => {
|
||||
this.isLoading = true;
|
||||
this.activeFilters = filters;
|
||||
|
||||
return this.dataService.fetchPortfolioDetails({ filters });
|
||||
return this.dataService.fetchPortfolioDetails({
|
||||
filters: this.activeFilters
|
||||
});
|
||||
}),
|
||||
takeUntil(this.unsubscribeSubject)
|
||||
)
|
||||
@ -151,15 +157,17 @@ 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'
|
||||
};
|
||||
}
|
||||
);
|
||||
});
|
||||
|
||||
const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
|
||||
return {
|
||||
@ -343,7 +351,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
|
||||
}
|
||||
}
|
||||
|
||||
if (position.dataSource) {
|
||||
this.symbols[prettifySymbol(symbol)] = {
|
||||
dataSource: position.dataSource,
|
||||
name: position.name,
|
||||
@ -351,7 +358,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
|
||||
value: aPeriod === 'original' ? position.investment : position.value
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
const marketsTotal =
|
||||
this.markets.developedMarkets.value +
|
||||
@ -400,12 +406,16 @@ 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',
|
||||
|
@ -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"
|
||||
|
@ -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;
|
||||
|
@ -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>
|
||||
|
@ -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',
|
||||
|
@ -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
|
||||
|
@ -20,6 +20,7 @@ export const permissions = {
|
||||
enableStatistics: 'enableStatistics',
|
||||
enableSubscription: 'enableSubscription',
|
||||
enableSystemMessage: 'enableSystemMessage',
|
||||
reportDataGlitch: 'reportDataGlitch',
|
||||
toggleReadOnlyMode: 'toggleReadOnlyMode',
|
||||
updateAccount: 'updateAccount',
|
||||
updateAuthDevice: 'updateAuthDevice',
|
||||
|
@ -48,8 +48,8 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
|
||||
public constructor() {
|
||||
this.searchControl.valueChanges
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((currentFilter: string) => {
|
||||
if (currentFilter) {
|
||||
.subscribe((filterOrSearchTerm: Filter | string) => {
|
||||
if (filterOrSearchTerm) {
|
||||
this.filters$.next(
|
||||
this.allFilters
|
||||
.filter((filter) => {
|
||||
@ -59,9 +59,15 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
|
||||
});
|
||||
})
|
||||
.filter((filter) => {
|
||||
if (typeof filterOrSearchTerm === 'string') {
|
||||
return filter.label
|
||||
.toLowerCase()
|
||||
.startsWith(currentFilter?.toLowerCase());
|
||||
.startsWith(filterOrSearchTerm.toLowerCase());
|
||||
}
|
||||
|
||||
return filter.label
|
||||
.toLowerCase()
|
||||
.startsWith(filterOrSearchTerm?.label?.toLowerCase());
|
||||
})
|
||||
.sort((a, b) => a.label.localeCompare(b.label))
|
||||
);
|
||||
|
@ -1,6 +1,6 @@
|
||||
{
|
||||
"name": "ghostfolio",
|
||||
"version": "1.146.2",
|
||||
"version": "1.148.0",
|
||||
"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",
|
||||
|
Reference in New Issue
Block a user