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...

40 Commits

Author SHA1 Message Date
0bb0b12991 Release 1.171.0 (#1091) 2022-07-22 19:57:04 +02:00
d887de50d2 Feature/setup internet identity (#1080)
* Setup Internet Identity as social login provider

* Update changelog
2022-07-22 19:55:33 +02:00
2571e5b8c0 Feature/improve empty states (#1090)
* Improve empty states

* Update changelog
2022-07-22 19:33:06 +02:00
e444d717e5 Add tests for investments by month (#1089)
* Fix investments by month

* Add tests for investments and investments by month

* Update changelog
2022-07-22 19:00:36 +02:00
1866e26c1d Fix distorted tooltip (#1088)
* Fix distorted tooltip

* Update changelog
2022-07-21 20:36:16 +02:00
9923074e04 Add script to open prisma studio with prod env variables (#1087) 2022-07-20 09:16:02 +02:00
c367e61b85 Release 1.170.0 (#1086) 2022-07-19 20:30:59 +02:00
364f1ad9b9 Feature/add support for ust usd (#1085)
* Add UST

* Update changelog
2022-07-19 20:29:42 +02:00
2394cbd6fe Feature/support tags in create and update order dto (#1084)
* Support tags in create or update order

* Update changelog
2022-07-19 20:24:01 +02:00
a74d5cce20 Feature/remove activities import limit for premium users (#1082)
* Remove activities import limit for premium users

* Update changelog
2022-07-17 20:44:28 +02:00
95bcc3f32d Feature/remove alias from user interface (#1083)
* Remove alias from user interface

* Update changelog
2022-07-17 11:05:23 +02:00
e9dbd4a55d Add blog post to resources (#1081) 2022-07-17 10:09:11 +02:00
d440b09dc9 Improve quotes (#1078) 2022-07-15 09:04:44 +02:00
cc16ba5dc8 Release 1.169.0 (#1077) 2022-07-14 16:31:03 +02:00
d10227bc39 Feature/add support for luna2 and songbird cryptocurrencies (#1075)
* Add LUNA2 and SGB1

* Update changelog
2022-07-14 16:28:50 +02:00
4e214c32e8 Feature/update cryptocurrencies.json 20220714 (#1074)
* Update cryptocurrencies.json

* Update changelog
2022-07-14 16:27:32 +02:00
49e2862e03 Feature/add blog post about personal finances (#1073)
* Add blog post

* Update changelog
2022-07-14 16:16:07 +02:00
34e33a2400 Feature/upgrade date fns to version 2.28.0 (#1070)
* Upgrade date-fns

* Update changelog
2022-07-11 19:39:03 +02:00
ec9bc984af Release 1.168.0 (#1071) 2022-07-10 22:25:58 +02:00
2388c494df Feature/handle currency pair inconsistency in yahoo finance service (#1069)
* Handle occasional currency pair inconsistency: GBP=X instead of USDGBP=X

* Update changelog
2022-07-10 22:24:27 +02:00
d71ab10eed Bugfix/fix content height of account detail dialog (#1068)
* Fix height

* Update changelog
2022-07-10 21:44:23 +02:00
0e0592180f Add current month (#1067) 2022-07-10 09:41:48 +02:00
60e2aff488 Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month

* Update changelog
2022-07-09 21:18:05 +02:00
7b5454e7de Release 1.167.0 (#1065) 2022-07-07 21:08:32 +02:00
30835ced88 Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users

* Update changelog
2022-07-07 21:06:12 +02:00
8897f32bc5 Clean up modules (#1063) 2022-07-07 07:04:23 +02:00
abaa6b5f27 Feature/improve create account link in live demo (#1061)
* Improve router link

* Update changelog
2022-07-06 17:49:19 +02:00
2060fcaf0b Feature/add markets to public pages (#1062)
* Add Markets to public pages

* Update changelog
2022-07-05 21:45:27 +02:00
fd2408dd62 fix: add git when building docker image (#1052) 2022-07-03 19:57:04 +02:00
31cca024f1 Feature/upgrade ngx markdown to version 14.0.1 (#1055)
* Upgrade ngx-markdown

* Update changelog
2022-07-02 10:58:46 +02:00
b535122945 Make use of demo route (#1060) 2022-07-01 20:07:49 +02:00
5113e4e3ad Release 1.166.0 (#1059) 2022-06-30 21:09:58 +02:00
35e039748f Feature/refactor demo account as route (#1058)
* Refactor demo account as route

* Update changelog
2022-06-30 21:07:35 +02:00
c6b9e0aa5b Feature/upgrade zone.js to version 0.11.6 (#1054)
* Upgrade zone.js

* Update changelog
2022-06-30 19:38:33 +02:00
b250491ca5 Feature/upgrade yahoo finance2 to version 2.3.3 (#1053)
* Upgrade yahoo-finance2 to version 2.3.3

* Update changelog
2022-06-30 08:04:39 +02:00
61e501c659 Feature/fix version of @angular/cli (#1056)
* Fix version

* Update yarn.lock
2022-06-29 21:07:55 +02:00
c0f19d56ec Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
8e2b235b1f Feature/improve search label (#1048)
* Improve search label

* Update changelog
2022-06-28 13:33:59 +02:00
c3407e9b34 Feature/upgrade prisma to version 3.15.2 (#1046)
* Upgrade prisma to version 3.15.2

* Update changelog
2022-06-25 19:04:01 +02:00
74193e4ee2 Feature/upgrade nestjs dependencies to version 8.4.7 (#1045)
* Upgrade nestjs dependencies to version 8.4.7

* Update changelog
2022-06-25 19:03:25 +02:00
164 changed files with 3115 additions and 1752 deletions

3
.gitignore vendored
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@ -24,15 +24,16 @@
# misc
/.angular/cache
.env.prod
/.sass-cache
/connect.lock
/coverage
/dist
/libpeerconnection.log
npm-debug.log
yarn-error.log
testem.log
/typings
yarn-error.log
# System Files
.DS_Store

View File

@ -5,6 +5,101 @@ 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).
## 1.171.0 - 22.07.2022
### Added
- Added _Internet Identity_ as a new social login provider
### Changed
- Improved the empty state of the
- _Analysis_ section
- _Holdings_ section
- performance chart on the home page
### Fixed
- Fixed the distorted tooltip in the performance chart on the home page
- Fixed a calculation issue of the current month in the investment timeline grouped by month
### Todo
- Apply data migration (`yarn database:migrate`)
## 1.170.0 - 19.07.2022
### Added
- Added support for the tags in the create or edit transaction dialog
- Added support for the cryptocurrency _TerraUSD_ (`UST-USD`)
### Changed
- Removed the alias from the user interface as a preparation to remove it from the `User` database schema
- Removed the activities import limit for users with a subscription
### Todo
- Rename the environment variable from `MAX_ORDERS_TO_IMPORT` to `MAX_ACTIVITIES_TO_IMPORT`
## 1.169.0 - 14.07.2022
### Added
- Added support for the cryptocurrency _Songbird_ (`SGB1-USD`)
- Added support for the cryptocurrency _Terra 2.0_ (`LUNA2-USD`)
- Added a blog post
### Changed
- Refreshed the cryptocurrencies list to support more coins by default
- Upgraded `date-fns` from version `2.22.1` to `2.28.0`
## 1.168.0 - 10.07.2022
### Added
- Extended the investment timeline grouped by month
### Changed
- Handled an occasional currency pair inconsistency in the _Yahoo Finance_ service (`GBP=X` instead of `USDGBP=X`)
### Fixed
- Fixed the content height of the account detail dialog
## 1.167.0 - 07.07.2022
### Added
- Added _Markets_ to the public pages
### Changed
- Improved the _Create Account_ link in the _Live Demo_
- Upgraded `ngx-markdown` from version `13.0.0` to `14.0.1`
### Fixed
- Fixed an issue in the _Holdings_ section for users without a subscription
## 1.166.0 - 30.06.2022
### Added
- Added an account detail dialog
### Changed
- Improved the label of the (symbol) search
- Refactored the demo account as a route (`/demo`)
- Upgraded `nestjs` from version `8.2.3` to `8.4.7`
- Upgraded `prisma` from version `3.14.0` to `3.15.2`
- Upgraded `yahoo-finance2` from version `2.3.2` to `2.3.3`
- Upgraded `zone.js` from version `0.11.4` to `0.11.6`
## 1.165.0 - 25.06.2022
### Added

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@ -12,7 +12,7 @@ COPY ./package.json package.json
COPY ./yarn.lock yarn.lock
COPY ./prisma/schema.prisma prisma/schema.prisma
RUN apk add --no-cache python3 g++ make openssl
RUN apk add --no-cache python3 g++ make openssl git
RUN yarn install
# See https://github.com/nrwl/nx/issues/6586 for further details

View File

@ -12,7 +12,7 @@
<strong>Open Source Wealth Management Software</strong>
</p>
<p>
<a href="https://ghostfol.io"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
<a href="https://ghostfol.io"><strong>Ghostfol.io</strong></a> | <a href="https://ghostfol.io/demo"><strong>Live Demo</strong></a> | <a href="https://ghostfol.io/pricing"><strong>Ghostfolio Premium</strong></a> | <a href="https://ghostfol.io/blog"><strong>Blog</strong></a> | <a href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"><strong>Slack</strong></a> | <a href="https://twitter.com/ghostfolio_"><strong>Twitter</strong></a>
</p>
<p>
<a href="#contributing">

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@ -115,7 +115,7 @@
}
],
"styles": ["apps/client/src/styles.scss"],
"scripts": ["node_modules/marked/lib/marked.js"],
"scripts": ["node_modules/marked/marked.min.js"],
"vendorChunk": true,
"extractLicenses": false,
"buildOptimizer": false,

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@ -7,7 +7,10 @@ import {
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { Accounts } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import type {
AccountWithValue,
RequestWithUser
} from '@ghostfolio/common/types';
import {
Body,
Controller,
@ -123,13 +126,45 @@ export class AccountController {
@Get(':id')
@UseGuards(AuthGuard('jwt'))
public async getAccountById(@Param('id') id: string): Promise<AccountModel> {
return this.accountService.account({
id_userId: {
id,
userId: this.request.user.id
}
});
public async getAccountById(
@Headers('impersonation-id') impersonationId,
@Param('id') id: string
): Promise<AccountWithValue> {
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
let accountsWithAggregations =
await this.portfolioService.getAccountsWithAggregations(
impersonationUserId || this.request.user.id,
[{ id, type: 'ACCOUNT' }]
);
if (
impersonationUserId ||
this.userService.isRestrictedView(this.request.user)
) {
accountsWithAggregations = {
...nullifyValuesInObject(accountsWithAggregations, [
'totalBalanceInBaseCurrency',
'totalValueInBaseCurrency'
]),
accounts: nullifyValuesInObjects(accountsWithAggregations.accounts, [
'balance',
'balanceInBaseCurrency',
'convertedBalance',
'fee',
'quantity',
'unitPrice',
'value',
'valueInBaseCurrency'
])
};
}
return accountsWithAggregations.accounts[0];
}
@Post()

View File

@ -1,6 +1,5 @@
import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
@ -24,7 +23,6 @@ export class AdminService {
public constructor(
private readonly configurationService: ConfigurationService,
private readonly dataGatheringService: DataGatheringService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly marketDataService: MarketDataService,
private readonly prismaService: PrismaService,
@ -174,7 +172,6 @@ export class AdminService {
_count: {
select: { Account: true, Order: true }
},
alias: true,
Analytics: {
select: {
activityCount: true,
@ -194,7 +191,7 @@ export class AdminService {
});
return usersWithAnalytics.map(
({ _count, alias, Analytics, createdAt, id, Subscription }) => {
({ _count, Analytics, createdAt, id, Subscription }) => {
const daysSinceRegistration =
differenceInDays(new Date(), createdAt) + 1;
const engagement = Analytics.activityCount / daysSinceRegistration;
@ -206,7 +203,6 @@ export class AdminService {
: undefined;
return {
alias,
createdAt,
engagement,
id,

View File

@ -1,5 +1,6 @@
import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { OAuthResponse } from '@ghostfolio/common/interfaces';
import {
Body,
Controller,
@ -31,7 +32,9 @@ export class AuthController {
) {}
@Get('anonymous/:accessToken')
public async accessTokenLogin(@Param('accessToken') accessToken: string) {
public async accessTokenLogin(
@Param('accessToken') accessToken: string
): Promise<OAuthResponse> {
try {
const authToken = await this.authService.validateAnonymousLogin(
accessToken
@ -65,6 +68,23 @@ export class AuthController {
}
}
@Get('internet-identity/:principalId')
public async internetIdentityLogin(
@Param('principalId') principalId: string
): Promise<OAuthResponse> {
try {
const authToken = await this.authService.validateInternetIdentityLogin(
principalId
);
return { authToken };
} catch {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
}
@Get('webauthn/generate-registration-options')
@UseGuards(AuthGuard('jwt'))
public async generateRegistrationOptions() {

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@ -2,6 +2,7 @@ import { UserService } from '@ghostfolio/api/app/user/user.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { Injectable, InternalServerErrorException } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import { Provider } from '@prisma/client';
import { ValidateOAuthLoginParams } from './interfaces/interfaces';
@ -13,7 +14,7 @@ export class AuthService {
private readonly userService: UserService
) {}
public async validateAnonymousLogin(accessToken: string) {
public async validateAnonymousLogin(accessToken: string): Promise<string> {
return new Promise(async (resolve, reject) => {
try {
const hashedAccessToken = this.userService.createAccessToken(
@ -26,7 +27,7 @@ export class AuthService {
});
if (user) {
const jwt: string = this.jwtService.sign({
const jwt = this.jwtService.sign({
id: user.id
});
@ -40,6 +41,33 @@ export class AuthService {
});
}
public async validateInternetIdentityLogin(principalId: string) {
try {
const provider: Provider = 'INTERNET_IDENTITY';
let [user] = await this.userService.users({
where: { provider, thirdPartyId: principalId }
});
if (!user) {
// Create new user if not found
user = await this.userService.createUser({
provider,
thirdPartyId: principalId
});
}
return this.jwtService.sign({
id: user.id
});
} catch (error) {
throw new InternalServerErrorException(
'validateInternetIdentityLogin',
error.message
);
}
}
public async validateOAuthLogin({
provider,
thirdPartyId
@ -57,13 +85,14 @@ export class AuthService {
});
}
const jwt: string = this.jwtService.sign({
return this.jwtService.sign({
id: user.id
});
return jwt;
} catch (err) {
throw new InternalServerErrorException('validateOAuthLogin', err.message);
} catch (error) {
throw new InternalServerErrorException(
'validateOAuthLogin',
error.message
);
}
}
}

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@ -3,8 +3,7 @@ import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interc
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config';
import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces';
import { Controller, Get, UseGuards, UseInterceptors } from '@nestjs/common';
import { AuthGuard } from '@nestjs/passport';
import { Controller, Get, UseInterceptors } from '@nestjs/common';
import { BenchmarkService } from './benchmark.service';
@ -16,7 +15,6 @@ export class BenchmarkController {
) {}
@Get()
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getBenchmark(): Promise<BenchmarkResponse> {

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@ -34,8 +34,20 @@ export class ImportController {
);
}
let maxActivitiesToImport = this.configurationService.get(
'MAX_ACTIVITIES_TO_IMPORT'
);
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Premium'
) {
maxActivitiesToImport = Number.MAX_SAFE_INTEGER;
}
try {
return await this.importService.import({
maxActivitiesToImport,
activities: importData.activities,
userId: this.request.user.id
});

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@ -17,9 +17,11 @@ export class ImportService {
public async import({
activities,
maxActivitiesToImport,
userId
}: {
activities: Partial<CreateOrderDto>[];
maxActivitiesToImport: number;
userId: string;
}): Promise<void> {
for (const activity of activities) {
@ -32,7 +34,11 @@ export class ImportService {
}
}
await this.validateActivities({ activities, userId });
await this.validateActivities({
activities,
maxActivitiesToImport,
userId
});
const accountIds = (await this.accountService.getAccounts(userId)).map(
(account) => {
@ -81,19 +87,15 @@ export class ImportService {
private async validateActivities({
activities,
maxActivitiesToImport,
userId
}: {
activities: Partial<CreateOrderDto>[];
maxActivitiesToImport: number;
userId: string;
}) {
if (
activities?.length > this.configurationService.get('MAX_ORDERS_TO_IMPORT')
) {
throw new Error(
`Too many activities (${this.configurationService.get(
'MAX_ORDERS_TO_IMPORT'
)} at most)`
);
if (activities?.length > maxActivitiesToImport) {
throw new Error(`Too many activities (${maxActivitiesToImport} at most)`);
}
const existingActivities = await this.orderService.orders({

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@ -63,6 +63,8 @@ export class InfoService {
} else {
info.fearAndGreedDataSource = ghostfolioFearAndGreedIndexDataSource;
}
globalPermissions.push(permissions.enableFearAndGreedIndex);
}
if (this.configurationService.get('ENABLE_FEATURE_IMPORT')) {

View File

@ -1,5 +1,12 @@
import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
import {
AssetClass,
AssetSubClass,
DataSource,
Tag,
Type
} from '@prisma/client';
import {
IsArray,
IsEnum,
IsISO8601,
IsNumber,
@ -39,6 +46,10 @@ export class CreateOrderDto {
@IsString()
symbol: string;
@IsArray()
@IsOptional()
tags?: Tag[];
@IsEnum(Type, { each: true })
type: Type;

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@ -4,6 +4,7 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { Filter } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
@ -17,6 +18,7 @@ import {
Param,
Post,
Put,
Query,
UseGuards,
UseInterceptors
} from '@nestjs/common';
@ -66,8 +68,36 @@ export class OrderController {
@UseInterceptors(RedactValuesInResponseInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getAllOrders(
@Headers('impersonation-id') impersonationId
@Headers('impersonation-id') impersonationId,
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('tags') filterByTags?: string
): Promise<Activities> {
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
const filters: Filter[] = [
...accountIds.map((accountId) => {
return <Filter>{
id: accountId,
type: 'ACCOUNT'
};
}),
...assetClasses.map((assetClass) => {
return <Filter>{
id: assetClass,
type: 'ASSET_CLASS'
};
}),
...tagIds.map((tagId) => {
return <Filter>{
id: tagId,
type: 'TAG'
};
})
];
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
@ -76,6 +106,7 @@ export class OrderController {
const userCurrency = this.request.user.Settings.currency;
let activities = await this.orderService.getOrders({
filters,
userCurrency,
includeDrafts: true,
userId: impersonationUserId || this.request.user.id

View File

@ -16,6 +16,7 @@ import {
DataSource,
Order,
Prisma,
Tag,
Type as TypeOfOrder
} from '@prisma/client';
import Big from 'big.js';
@ -71,6 +72,7 @@ export class OrderService {
currency?: string;
dataSource?: DataSource;
symbol?: string;
tags?: Tag[];
userId: string;
}
): Promise<Order> {
@ -80,6 +82,8 @@ export class OrderService {
return account.isDefault === true;
});
const tags = data.tags ?? [];
let Account = {
connect: {
id_userId: {
@ -142,6 +146,7 @@ export class OrderService {
delete data.currency;
delete data.dataSource;
delete data.symbol;
delete data.tags;
delete data.userId;
const orderData: Prisma.OrderCreateInput = data;
@ -150,7 +155,12 @@ export class OrderService {
data: {
...orderData,
Account,
isDraft
isDraft,
tags: {
connect: tags.map(({ id }) => {
return { id };
})
}
}
});
}
@ -298,6 +308,7 @@ export class OrderService {
currency?: string;
dataSource?: DataSource;
symbol?: string;
tags?: Tag[];
};
where: Prisma.OrderWhereUniqueInput;
}): Promise<Order> {
@ -305,6 +316,8 @@ export class OrderService {
delete data.Account;
}
const tags = data.tags ?? [];
let isDraft = false;
if (data.type === 'ITEM') {
@ -331,11 +344,17 @@ export class OrderService {
delete data.currency;
delete data.dataSource;
delete data.symbol;
delete data.tags;
return this.prismaService.order.update({
data: {
...data,
isDraft
isDraft,
tags: {
connect: tags.map(({ id }) => {
return { id };
})
}
},
where
});

View File

@ -1,5 +1,12 @@
import { AssetClass, AssetSubClass, DataSource, Type } from '@prisma/client';
import {
AssetClass,
AssetSubClass,
DataSource,
Tag,
Type
} from '@prisma/client';
import {
IsArray,
IsEnum,
IsISO8601,
IsNumber,
@ -41,6 +48,10 @@ export class UpdateOrderDto {
@IsString()
symbol: string;
@IsArray()
@IsOptional()
tags?: Tag[];
@IsString()
type: Type;

View File

@ -62,6 +62,10 @@ describe('PortfolioCalculator', () => {
parseDate('2021-11-22')
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(currentPositions).toEqual({
@ -91,6 +95,15 @@ describe('PortfolioCalculator', () => {
],
totalInvestment: new Big('0')
});
expect(investments).toEqual([
{ date: '2021-11-22', investment: new Big('285.8') },
{ date: '2021-11-30', investment: new Big('0') }
]);
expect(investmentsByMonth).toEqual([
{ date: '2021-11-01', investment: new Big('12.6') }
]);
});
});
});

View File

@ -51,6 +51,10 @@ describe('PortfolioCalculator', () => {
parseDate('2021-11-30')
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(currentPositions).toEqual({
@ -80,6 +84,14 @@ describe('PortfolioCalculator', () => {
],
totalInvestment: new Big('273.2')
});
expect(investments).toEqual([
{ date: '2021-11-30', investment: new Big('273.2') }
]);
expect(investmentsByMonth).toEqual([
{ date: '2021-11-01', investment: new Big('273.2') }
]);
});
});
});

View File

@ -39,6 +39,10 @@ describe('PortfolioCalculator', () => {
new Date()
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(currentPositions).toEqual({
@ -51,6 +55,10 @@ describe('PortfolioCalculator', () => {
positions: [],
totalInvestment: new Big(0)
});
expect(investments).toEqual([]);
expect(investmentsByMonth).toEqual([]);
});
});
});

View File

@ -62,6 +62,10 @@ describe('PortfolioCalculator', () => {
parseDate('2022-03-07')
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(currentPositions).toEqual({
@ -91,6 +95,16 @@ describe('PortfolioCalculator', () => {
],
totalInvestment: new Big('75.80')
});
expect(investments).toEqual([
{ date: '2022-03-07', investment: new Big('151.6') },
{ date: '2022-04-08', investment: new Big('75.8') }
]);
expect(investmentsByMonth).toEqual([
{ date: '2022-03-01', investment: new Big('151.6') },
{ date: '2022-04-01', investment: new Big('-85.73') }
]);
});
});
});

View File

@ -14,8 +14,11 @@ import {
format,
isAfter,
isBefore,
isSameMonth,
isSameYear,
max,
min
min,
set
} from 'date-fns';
import { first, flatten, isNumber, sortBy } from 'lodash';
@ -323,6 +326,53 @@ export class PortfolioCalculator {
});
}
public getInvestmentsByMonth(): { date: string; investment: Big }[] {
if (this.orders.length === 0) {
return [];
}
const investments = [];
let currentDate: Date;
let investmentByMonth = new Big(0);
for (const [index, order] of this.orders.entries()) {
if (
isSameMonth(parseDate(order.date), currentDate) &&
isSameYear(parseDate(order.date), currentDate)
) {
// Same month: Add up investments
investmentByMonth = investmentByMonth.plus(
order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
);
} else {
// New month: Store previous month and reset
if (currentDate) {
investments.push({
date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
investment: investmentByMonth
});
}
currentDate = parseDate(order.date);
investmentByMonth = order.quantity
.mul(order.unitPrice)
.mul(this.getFactor(order.type));
}
if (index === this.orders.length - 1) {
// Store current month (latest order)
investments.push({
date: format(set(currentDate, { date: 1 }), DATE_FORMAT),
investment: investmentByMonth
});
}
}
return investments;
}
public async calculateTimeline(
timelineSpecification: TimelineSpecification[],
endDate: string

View File

@ -20,7 +20,12 @@ import {
PortfolioReport,
PortfolioSummary
} from '@ghostfolio/common/interfaces';
import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type {
DateRange,
GroupBy,
RequestWithUser
} from '@ghostfolio/common/types';
import {
Controller,
Get,
@ -190,21 +195,35 @@ export class PortfolioController {
}
}
const isBasicUser =
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic';
let hasDetails = true;
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
hasDetails = this.request.user.subscription.type === 'Premium';
}
for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
holdings[symbol] = {
...portfolioPosition,
assetClass: hasDetails ? portfolioPosition.assetClass : undefined,
assetSubClass: hasDetails ? portfolioPosition.assetSubClass : undefined,
countries: hasDetails ? portfolioPosition.countries : [],
currency: hasDetails ? portfolioPosition.currency : undefined,
markets: hasDetails ? portfolioPosition.markets : undefined,
sectors: hasDetails ? portfolioPosition.sectors : []
};
}
return {
accounts,
hasError,
holdings: isBasicUser ? {} : holdings
holdings
};
}
@Get('investments')
@UseGuards(AuthGuard('jwt'))
public async getInvestments(
@Headers('impersonation-id') impersonationId: string
@Headers('impersonation-id') impersonationId: string,
@Query('groupBy') groupBy?: GroupBy
): Promise<PortfolioInvestments> {
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
@ -216,9 +235,16 @@ export class PortfolioController {
);
}
let investments = await this.portfolioService.getInvestments(
impersonationId
);
let investments: InvestmentItem[];
if (groupBy === 'month') {
investments = await this.portfolioService.getInvestments(
impersonationId,
'month'
);
} else {
investments = await this.portfolioService.getInvestments(impersonationId);
}
if (
impersonationId ||
@ -340,8 +366,8 @@ export class PortfolioController {
portfolioPublicDetails.holdings[symbol] = {
allocationCurrent: portfolioPosition.value / totalValue,
countries: hasDetails ? portfolioPosition.countries : [],
currency: portfolioPosition.currency,
markets: portfolioPosition.markets,
currency: hasDetails ? portfolioPosition.currency : undefined,
markets: hasDetails ? portfolioPosition.markets : undefined,
name: portfolioPosition.name,
netPerformancePercent: portfolioPosition.netPerformancePercent,
sectors: hasDetails ? portfolioPosition.sectors : [],

View File

@ -41,6 +41,7 @@ import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.in
import type {
AccountWithValue,
DateRange,
GroupBy,
Market,
OrderWithAccount,
RequestWithUser
@ -50,6 +51,7 @@ import { REQUEST } from '@nestjs/core';
import {
AssetClass,
DataSource,
Prisma,
Tag,
Type as TypeOfOrder
} from '@prisma/client';
@ -63,6 +65,7 @@ import {
max,
parse,
parseISO,
set,
setDayOfYear,
startOfDay,
subDays,
@ -100,14 +103,23 @@ export class PortfolioService {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
}
public async getAccounts(aUserId: string): Promise<AccountWithValue[]> {
public async getAccounts(
aUserId: string,
aFilters?: Filter[]
): Promise<AccountWithValue[]> {
const where: Prisma.AccountWhereInput = { userId: aUserId };
if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') {
where.id = aFilters[0].id;
}
const [accounts, details] = await Promise.all([
this.accountService.accounts({
where,
include: { Order: true, Platform: true },
orderBy: { name: 'asc' },
where: { userId: aUserId }
orderBy: { name: 'asc' }
}),
this.getDetails(aUserId, aUserId)
this.getDetails(aUserId, aUserId, undefined, aFilters)
]);
const userCurrency = this.request.user.Settings.currency;
@ -145,8 +157,11 @@ export class PortfolioService {
});
}
public async getAccountsWithAggregations(aUserId: string): Promise<Accounts> {
const accounts = await this.getAccounts(aUserId);
public async getAccountsWithAggregations(
aUserId: string,
aFilters?: Filter[]
): Promise<Accounts> {
const accounts = await this.getAccounts(aUserId, aFilters);
let totalBalanceInBaseCurrency = new Big(0);
let totalValueInBaseCurrency = new Big(0);
let transactionCount = 0;
@ -170,7 +185,8 @@ export class PortfolioService {
}
public async getInvestments(
aImpersonationId: string
aImpersonationId: string,
groupBy?: GroupBy
): Promise<InvestmentItem[]> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
@ -191,28 +207,57 @@ export class PortfolioService {
return [];
}
const investments = portfolioCalculator.getInvestments().map((item) => {
return {
date: item.date,
investment: item.investment.toNumber()
};
});
let investments: InvestmentItem[];
// Add investment of today
const investmentOfToday = investments.filter((investment) => {
return investment.date === format(new Date(), DATE_FORMAT);
});
if (investmentOfToday.length <= 0) {
const pastInvestments = investments.filter((investment) => {
return isBefore(parseDate(investment.date), new Date());
if (groupBy === 'month') {
investments = portfolioCalculator.getInvestmentsByMonth().map((item) => {
return {
date: item.date,
investment: item.investment.toNumber()
};
});
const lastInvestment = pastInvestments[pastInvestments.length - 1];
investments.push({
date: format(new Date(), DATE_FORMAT),
investment: lastInvestment?.investment ?? 0
// Add investment of current month
const dateOfCurrentMonth = format(
set(new Date(), { date: 1 }),
DATE_FORMAT
);
const investmentOfCurrentMonth = investments.filter(({ date }) => {
return date === dateOfCurrentMonth;
});
if (investmentOfCurrentMonth.length <= 0) {
investments.push({
date: dateOfCurrentMonth,
investment: 0
});
}
} else {
investments = portfolioCalculator
.getInvestments()
.map(({ date, investment }) => {
return {
date,
investment: investment.toNumber()
};
});
// Add investment of today
const investmentOfToday = investments.filter(({ date }) => {
return date === format(new Date(), DATE_FORMAT);
});
if (investmentOfToday.length <= 0) {
const pastInvestments = investments.filter(({ date }) => {
return isBefore(parseDate(date), new Date());
});
const lastInvestment = pastInvestments[pastInvestments.length - 1];
investments.push({
date: format(new Date(), DATE_FORMAT),
investment: lastInvestment?.investment ?? 0
});
}
}
return sortBy(investments, (investment) => {
@ -1290,6 +1335,10 @@ export class PortfolioService {
if (filters.length === 0) {
currentAccounts = await this.accountService.getAccounts(userId);
} else if (filters.length === 1 && filters[0].type === 'ACCOUNT') {
currentAccounts = await this.accountService.accounts({
where: { id: filters[0].id }
});
} else {
const accountIds = uniq(
orders.map(({ accountId }) => {

View File

@ -46,7 +46,6 @@ export class SymbolController {
* Must be after /lookup
*/
@Get(':dataSource/:symbol')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getSymbolData(

View File

@ -36,14 +36,7 @@ export class UserService {
}
public async getUser(
{
Account,
alias,
id,
permissions,
Settings,
subscription
}: UserWithSettings,
{ Account, id, permissions, Settings, subscription }: UserWithSettings,
aLocale = locale
): Promise<IUser> {
const access = await this.prismaService.access.findMany({
@ -63,7 +56,6 @@ export class UserService {
}
return {
alias,
id,
permissions,
subscription,
@ -158,10 +150,6 @@ export class UserService {
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);
}

File diff suppressed because it is too large Load Diff

View File

@ -1,4 +1,7 @@
{
"LUNA1": "Terra",
"UNI1": "Uniswap"
"LUNA2": "Terra",
"SGB1": "Songbird",
"UNI1": "Uniswap",
"UST": "TerraUSD"
}

View File

@ -33,8 +33,8 @@ export class ConfigurationService {
GOOGLE_SHEETS_PRIVATE_KEY: str({ default: '' }),
HOST: host({ default: '0.0.0.0' }),
JWT_SECRET_KEY: str({}),
MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
MAX_ITEM_IN_CACHE: num({ default: 9999 }),
MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
PORT: port({ default: 3333 }),
RAKUTEN_RAPID_API_KEY: str({ default: '' }),
REDIS_HOST: host({ default: 'localhost' }),

View File

@ -37,10 +37,15 @@ export class YahooFinanceService implements DataProviderInterface {
}
public convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
const symbol = aYahooFinanceSymbol.replace(
let symbol = aYahooFinanceSymbol.replace(
new RegExp(`-${this.baseCurrency}$`),
this.baseCurrency
);
if (symbol.includes('=X') && !symbol.includes(this.baseCurrency)) {
symbol = `${this.baseCurrency}${symbol}`;
}
return symbol.replace('=X', '');
}

View File

@ -23,8 +23,8 @@ export interface Environment extends CleanedEnvAccessors {
GOOGLE_SHEETS_ID: string;
GOOGLE_SHEETS_PRIVATE_KEY: string;
JWT_SECRET_KEY: string;
MAX_ACTIVITIES_TO_IMPORT: number;
MAX_ITEM_IN_CACHE: number;
MAX_ORDERS_TO_IMPORT: number;
PORT: number;
RAKUTEN_RAPID_API_KEY: string;
REDIS_HOST: string;

View File

@ -59,6 +59,11 @@ const routes: Routes = [
'./pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.module'
).then((m) => m.HalloGhostfolioPageModule)
},
{
path: 'demo',
loadChildren: () =>
import('./pages/demo/demo-page.module').then((m) => m.DemoPageModule)
},
{
path: 'en/blog/2021/07/hello-ghostfolio',
loadChildren: () =>
@ -73,6 +78,13 @@ const routes: Routes = [
'./pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
).then((m) => m.FirstMonthsInOpenSourcePageModule)
},
{
path: 'en/blog/2022/07/how-do-i-get-my-finances-in-order',
loadChildren: () =>
import(
'./pages/blog/2022/07/how-do-i-get-my-finances-in-order/how-do-i-get-my-finances-in-order-page.module'
).then((m) => m.HowDoIGetMyFinancesInOrderPageModule)
},
{
path: 'features',
loadChildren: () =>
@ -85,6 +97,13 @@ const routes: Routes = [
loadChildren: () =>
import('./pages/home/home-page.module').then((m) => m.HomePageModule)
},
{
path: 'markets',
loadChildren: () =>
import('./pages/markets/markets-page.module').then(
(m) => m.MarketsPageModule
)
},
{
path: 'p',
loadChildren: () =>

View File

@ -15,13 +15,17 @@
>
<div class="row">
<div class="col-md-8 offset-md-2 text-center">
<a *ngIf="canCreateAccount" class="text-center" [routerLink]="['/']">
<a
*ngIf="canCreateAccount"
class="text-center"
[routerLink]="['/register']"
>
<div
class="cursor-pointer d-inline-block info-message px-3 py-2"
(click)="onCreateAccount()"
>
<span i18n>You are using the Live Demo.</span>
<a class="ml-2" href="#" i18n>Create Account</a>
<span class="a ml-2" i18n>Create Account</span>
</div></a
>
<div

View File

@ -17,7 +17,7 @@
border-radius: 2rem;
font-size: 80%;
a {
.a {
color: rgba(var(--palette-primary-500), 1);
font-weight: 500;
}

View File

@ -1,6 +1,8 @@
import { Platform } from '@angular/cdk/platform';
import { HttpClientModule } from '@angular/common/http';
import { NgModule } from '@angular/core';
import { MatAutocompleteModule } from '@angular/material/autocomplete';
import { MatChipsModule } from '@angular/material/chips';
import {
DateAdapter,
MAT_DATE_FORMATS,
@ -38,6 +40,8 @@ export function NgxStripeFactory(): string {
GfHeaderModule,
HttpClientModule,
MarkdownModule.forRoot(),
MatAutocompleteModule,
MatChipsModule,
MaterialCssVarsModule.forRoot({
darkThemeClass: 'is-dark-theme',
isAutoContrast: true,

View File

@ -10,7 +10,6 @@ import { AccessTableComponent } from './access-table.component';
declarations: [AccessTableComponent],
exports: [AccessTableComponent],
imports: [CommonModule, MatButtonModule, MatMenuModule, MatTableModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfPortfolioAccessTableModule {}

View File

@ -0,0 +1,7 @@
:host {
display: block;
.mat-dialog-content {
max-height: unset;
}
}

View File

@ -0,0 +1,112 @@
import {
ChangeDetectionStrategy,
ChangeDetectorRef,
Component,
Inject,
OnDestroy,
OnInit
} from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { downloadAsFile } from '@ghostfolio/common/helper';
import { User } from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { AccountType } from '@prisma/client';
import { format, parseISO } from 'date-fns';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { AccountDetailDialogParams } from './interfaces/interfaces';
@Component({
host: { class: 'd-flex flex-column h-100' },
selector: 'gf-account-detail-dialog',
changeDetection: ChangeDetectionStrategy.OnPush,
templateUrl: 'account-detail-dialog.html',
styleUrls: ['./account-detail-dialog.component.scss']
})
export class AccountDetailDialog implements OnDestroy, OnInit {
public accountType: AccountType;
public name: string;
public orders: OrderWithAccount[];
public platformName: string;
public user: User;
public valueInBaseCurrency: number;
private unsubscribeSubject = new Subject<void>();
public constructor(
private changeDetectorRef: ChangeDetectorRef,
@Inject(MAT_DIALOG_DATA) public data: AccountDetailDialogParams,
private dataService: DataService,
public dialogRef: MatDialogRef<AccountDetailDialog>,
private userService: UserService
) {
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.changeDetectorRef.markForCheck();
}
});
}
public ngOnInit(): void {
this.dataService
.fetchAccount(this.data.accountId)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => {
this.accountType = accountType;
this.name = name;
this.platformName = Platform?.name;
this.valueInBaseCurrency = valueInBaseCurrency;
this.changeDetectorRef.markForCheck();
});
this.dataService
.fetchActivities({
filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ activities }) => {
this.orders = activities;
this.changeDetectorRef.markForCheck();
});
}
public onClose(): void {
this.dialogRef.close();
}
public onExport() {
this.dataService
.fetchExport(
this.orders.map((order) => {
return order.id;
})
)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((data) => {
downloadAsFile({
content: data,
fileName: `ghostfolio-export-${this.name
.replace(/\s+/g, '-')
.toLowerCase()}-${format(
parseISO(data.meta.date),
'yyyyMMddHHmm'
)}.json`,
format: 'json'
});
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,65 @@
<gf-dialog-header
mat-dialog-title
position="center"
[deviceType]="data.deviceType"
[title]="name"
(closeButtonClicked)="onClose()"
></gf-dialog-header>
<div class="flex-grow-1" mat-dialog-content>
<div class="container p-0">
<div class="row">
<div class="col-12 d-flex justify-content-center mb-3">
<gf-value
size="large"
[currency]="user?.settings?.baseCurrency"
[locale]="user?.settings?.locale"
[value]="valueInBaseCurrency"
></gf-value>
</div>
</div>
<div class="row">
<div class="col-6 mb-3">
<gf-value
label="Account Type"
size="medium"
[value]="accountType"
></gf-value>
</div>
<div class="col-6 mb-3">
<gf-value
label="Platform"
size="medium"
[value]="platformName"
></gf-value>
</div>
</div>
<div *ngIf="orders?.length > 0" class="row">
<div class="col mb-3">
<div class="h5 mb-0" i18n>Activities</div>
<gf-activities-table
[activities]="orders"
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
[hasPermissionToExportActivities]="!hasImpersonationId"
[hasPermissionToFilter]="false"
[hasPermissionToImportActivities]="false"
[hasPermissionToOpenDetails]="false"
[locale]="user?.settings?.locale"
[showActions]="false"
[showSymbolColumn]="false"
(export)="onExport()"
></gf-activities-table>
</div>
</div>
</div>
</div>
<gf-dialog-footer
mat-dialog-actions
[deviceType]="data.deviceType"
(closeButtonClicked)="onClose()"
></gf-dialog-footer>

View File

@ -0,0 +1,27 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatDialogModule } from '@angular/material/dialog';
import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
import { GfValueModule } from '@ghostfolio/ui/value';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { AccountDetailDialog } from './account-detail-dialog.component';
@NgModule({
declarations: [AccountDetailDialog],
imports: [
CommonModule,
GfActivitiesTableModule,
GfDialogFooterModule,
GfDialogHeaderModule,
GfValueModule,
MatButtonModule,
MatDialogModule,
NgxSkeletonLoaderModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfAccountDetailDialogModule {}

View File

@ -0,0 +1,5 @@
export interface AccountDetailDialogParams {
accountId: string;
deviceType: string;
hasImpersonationId: boolean;
}

View File

@ -65,7 +65,7 @@
<ng-container matColumnDef="transactions">
<th *matHeaderCellDef class="px-1 text-right" mat-header-cell>
<span class="d-block d-sm-none">#</span>
<span class="d-none d-sm-block" i18n>Transactions</span>
<span class="d-none d-sm-block" i18n>Activities</span>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
<ng-container *ngIf="element.accountType === 'SECURITIES'">{{
@ -212,7 +212,12 @@
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
<tr
*matRowDef="let row; columns: displayedColumns"
class="cursor-pointer"
mat-row
(click)="onOpenAccountDetailDialog(row.id)"
></tr>
<tr
*matFooterRowDef="displayedColumns"
mat-footer-row

View File

@ -9,6 +9,7 @@ import {
Output
} from '@angular/core';
import { MatTableDataSource } from '@angular/material/table';
import { Router } from '@angular/router';
import { Account as AccountModel } from '@prisma/client';
import { Subject, Subscription } from 'rxjs';
@ -39,7 +40,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor() {}
public constructor(private router: Router) {}
public ngOnInit() {}
@ -75,6 +76,12 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
}
}
public onOpenAccountDetailDialog(accountId: string) {
this.router.navigate([], {
queryParams: { accountId, accountDetailDialog: true }
});
}
public onUpdateAccount(aAccount: AccountModel) {
this.accountToUpdate.emit(aAccount);
}

View File

@ -25,7 +25,6 @@ import { AccountsTableComponent } from './accounts-table.component';
NgxSkeletonLoaderModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfAccountsTableModule {}

View File

@ -9,7 +9,6 @@ import { GfMarketDataDetailDialogModule } from './market-data-detail-dialog/mark
declarations: [AdminMarketDataDetailComponent],
exports: [AdminMarketDataDetailComponent],
imports: [CommonModule, GfLineChartModule, GfMarketDataDetailDialogModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfAdminMarketDataDetailModule {}

View File

@ -11,7 +11,6 @@ import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
@NgModule({
declarations: [MarketDataDetailDialog],
exports: [],
imports: [
CommonModule,
FormsModule,
@ -22,7 +21,6 @@ import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
MatInputModule,
ReactiveFormsModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfMarketDataDetailDialogModule {}

View File

@ -29,11 +29,10 @@
<td class="mat-cell px-1 py-2">
<div class="d-flex align-items-center">
<span class="d-none d-sm-inline-block"
>{{ userItem.alias || userItem.id }}</span
>{{ userItem.id }}</span
>
<span class="d-inline-block d-sm-none"
>{{ userItem.alias || (userItem.id | slice:0:5) +
'...' }}</span
>{{ (userItem.id | slice:0:5) + '...' }}</span
>
<gf-premium-indicator
*ngIf="userItem?.subscription?.type === 'Premium'"

View File

@ -8,7 +8,6 @@ import { DialogFooterComponent } from './dialog-footer.component';
declarations: [DialogFooterComponent],
exports: [DialogFooterComponent],
imports: [CommonModule, MatButtonModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfDialogFooterModule {}

View File

@ -8,7 +8,6 @@ import { DialogHeaderComponent } from './dialog-header.component';
declarations: [DialogHeaderComponent],
exports: [DialogHeaderComponent],
imports: [CommonModule, MatButtonModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfDialogHeaderModule {}

View File

@ -124,13 +124,11 @@
: 'radio-button-on-outline'
"
></ion-icon>
<span *ngIf="user?.alias">{{ user.alias }}</span>
<span *ngIf="!user?.alias" i18n><span></span>Me</span>
<span i18n>Me</span>
</button>
<button
*ngFor="let accessItem of user?.access"
class="align-items-center d-flex"
disabled="false"
mat-menu-item
(click)="impersonateAccount(accessItem.id)"
>
@ -269,6 +267,18 @@
[routerLink]="['/pricing']"
>Pricing</a
>
<a
*ngIf="hasPermissionToAccessFearAndGreedIndex"
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[ngClass]="{
'font-weight-bold': currentRoute === 'markets',
'text-decoration-underline': currentRoute === 'markets'
}"
[routerLink]="['/markets']"
>Markets</a
>
<a
class="d-none d-sm-block mx-1 no-min-width px-1"
href="https://github.com/ghostfolio/ghostfolio"

View File

@ -37,6 +37,7 @@ export class HeaderComponent implements OnChanges {
public hasPermissionForSocialLogin: boolean;
public hasPermissionForSubscription: boolean;
public hasPermissionToAccessAdminControl: boolean;
public hasPermissionToAccessFearAndGreedIndex: boolean;
public impersonationId: string;
public isMenuOpen: boolean;
@ -73,6 +74,11 @@ export class HeaderComponent implements OnChanges {
this.user?.permissions,
permissions.accessAdminControl
);
this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
this.info?.globalPermissions,
permissions.enableFearAndGreedIndex
);
}
public impersonateAccount(aId: string) {

View File

@ -21,7 +21,6 @@ import { HeaderComponent } from './header.component';
MatToolbarModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfHeaderModule {}

View File

@ -11,7 +11,6 @@ import { HomeHoldingsComponent } from './home-holdings.component';
@NgModule({
declarations: [HomeHoldingsComponent],
exports: [],
imports: [
CommonModule,
GfPositionDetailDialogModule,
@ -21,7 +20,6 @@ import { HomeHoldingsComponent } from './home-holdings.component';
MatCardModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfHomeHoldingsModule {}

View File

@ -44,49 +44,49 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
if (state?.user) {
this.user = state.user;
this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
this.user.permissions,
permissions.accessFearAndGreedIndex
);
if (this.hasPermissionToAccessFearAndGreedIndex) {
this.dataService
.fetchSymbolItem({
dataSource: this.info.fearAndGreedDataSource,
includeHistoricalData: this.numberOfDays,
symbol: ghostfolioFearAndGreedIndexSymbol
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ historicalData, marketPrice }) => {
this.fearAndGreedIndex = marketPrice;
this.historicalData = [
...historicalData,
{
date: resetHours(new Date()).toISOString(),
value: marketPrice
}
];
this.isLoading = false;
this.changeDetectorRef.markForCheck();
});
}
this.dataService
.fetchBenchmarks()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ benchmarks }) => {
this.benchmarks = benchmarks;
this.changeDetectorRef.markForCheck();
});
this.changeDetectorRef.markForCheck();
}
});
}
public ngOnInit() {}
public ngOnInit() {
this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
this.info?.globalPermissions,
permissions.enableFearAndGreedIndex
);
if (this.hasPermissionToAccessFearAndGreedIndex) {
this.dataService
.fetchSymbolItem({
dataSource: this.info.fearAndGreedDataSource,
includeHistoricalData: this.numberOfDays,
symbol: ghostfolioFearAndGreedIndexSymbol
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ historicalData, marketPrice }) => {
this.fearAndGreedIndex = marketPrice;
this.historicalData = [
...historicalData,
{
date: resetHours(new Date()).toISOString(),
value: marketPrice
}
];
this.changeDetectorRef.markForCheck();
});
}
this.dataService
.fetchBenchmarks()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ benchmarks }) => {
this.benchmarks = benchmarks;
this.isLoading = false;
this.changeDetectorRef.markForCheck();
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();

View File

@ -28,16 +28,17 @@
<div class="mb-3 row">
<div class="col-xs-12 col-md-8 offset-md-2">
<gf-benchmark
*ngFor="let benchmark of benchmarks"
class="py-2"
[benchmark]="benchmark"
[benchmarks]="benchmarks"
[locale]="user?.settings?.locale"
></gf-benchmark>
<gf-benchmark
*ngIf="!benchmarks"
class="py-2"
[benchmark]="undefined"
></gf-benchmark>
<ngx-skeleton-loader
*ngIf="isLoading"
animation="pulse"
[theme]="{
height: '1.5rem',
width: '100%'
}"
></ngx-skeleton-loader>
</div>
</div>
</div>

View File

@ -3,19 +3,20 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { GfFearAndGreedIndexModule } from '@ghostfolio/client/components/fear-and-greed-index/fear-and-greed-index.module';
import { GfBenchmarkModule } from '@ghostfolio/ui/benchmark/benchmark.module';
import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { HomeMarketComponent } from './home-market.component';
@NgModule({
declarations: [HomeMarketComponent],
exports: [],
exports: [HomeMarketComponent],
imports: [
CommonModule,
GfBenchmarkModule,
GfFearAndGreedIndexModule,
GfLineChartModule
GfLineChartModule,
NgxSkeletonLoaderModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfHomeMarketModule {}

View File

@ -2,26 +2,29 @@
class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative"
>
<div class="row w-100">
<div class="chart-container col">
<gf-line-chart
class="position-absolute"
symbol="Performance"
[currency]="user?.settings?.baseCurrency"
[historicalDataItems]="historicalDataItems"
[locale]="user?.settings?.locale"
[ngClass]="{ 'pr-3': deviceType === 'mobile' }"
[showGradient]="true"
[showLoader]="false"
[showXAxis]="false"
[showYAxis]="false"
></gf-line-chart>
<div
*ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0"
class="align-items-center d-flex h-100 justify-content-center w-100"
>
<div class="d-flex justify-content-center">
<gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
<div class="col p-0">
<div class="chart-container mx-auto position-relative">
<div
*ngIf="hasPermissionToCreateOrder && historicalDataItems?.length === 0"
class="align-items-center d-flex h-100 justify-content-center w-100"
>
<div class="d-flex justify-content-center">
<gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
</div>
</div>
<gf-line-chart
class="position-absolute"
symbol="Performance"
[currency]="user?.settings?.baseCurrency"
[historicalDataItems]="historicalDataItems"
[hidden]="historicalDataItems?.length === 0"
[locale]="user?.settings?.locale"
[ngClass]="{ 'pr-3': deviceType === 'mobile' }"
[showGradient]="true"
[showLoader]="false"
[showXAxis]="false"
[showYAxis]="false"
></gf-line-chart>
</div>
</div>
</div>

View File

@ -10,7 +10,6 @@ import { HomeOverviewComponent } from './home-overview.component';
@NgModule({
declarations: [HomeOverviewComponent],
exports: [],
imports: [
CommonModule,
GfLineChartModule,
@ -19,7 +18,6 @@ import { HomeOverviewComponent } from './home-overview.component';
GfToggleModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfHomeOverviewModule {}

View File

@ -5,7 +5,8 @@
.chart-container {
aspect-ratio: 16 / 9;
max-height: 50vh;
height: auto;
max-width: 67rem;
// Fallback for aspect-ratio (using padding hack)
@supports not (aspect-ratio: 16 / 9) {

View File

@ -8,14 +8,12 @@ import { HomeSummaryComponent } from './home-summary.component';
@NgModule({
declarations: [HomeSummaryComponent],
exports: [],
imports: [
CommonModule,
GfPortfolioSummaryModule,
MatCardModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfHomeSummaryModule {}

View File

@ -1,3 +1,7 @@
:host {
display: block;
ngx-skeleton-loader {
height: 100%;
}
}

View File

@ -22,7 +22,10 @@ import {
transformTickToAbbreviation
} from '@ghostfolio/common/helper';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { GroupBy } from '@ghostfolio/common/types';
import {
BarController,
BarElement,
Chart,
LineController,
LineElement,
@ -42,6 +45,7 @@ import { addDays, isAfter, parseISO, subDays } from 'date-fns';
export class InvestmentChartComponent implements OnChanges, OnDestroy {
@Input() currency: string;
@Input() daysInMarket: number;
@Input() groupBy: GroupBy;
@Input() investments: InvestmentItem[];
@Input() isInPercent = false;
@Input() locale: string;
@ -53,6 +57,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
public constructor() {
Chart.register(
BarController,
BarElement,
LinearScale,
LineController,
LineElement,
@ -78,7 +84,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
private initialize() {
this.isLoading = true;
if (this.investments?.length > 0) {
if (!this.groupBy && this.investments?.length > 0) {
// Extend chart by 5% of days in market (before)
const firstItem = this.investments[0];
this.investments.unshift({
@ -102,13 +108,14 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
const data = {
labels: this.investments.map((position) => {
return position.date;
labels: this.investments.map((investmentItem) => {
return investmentItem.date;
}),
datasets: [
{
backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderWidth: 2,
borderWidth: this.groupBy ? 0 : 2,
data: this.investments.map((position) => {
return position.investment;
}),
@ -137,6 +144,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
this.chart = new Chart(this.chartCanvas.nativeElement, {
data,
options: {
animation: false,
elements: {
line: {
tension: 0
@ -178,8 +186,10 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
grid: {
borderColor: `rgba(${getTextColor()}, 0.1)`,
color: `rgba(${getTextColor()}, 0.8)`,
display: false
display: false,
drawBorder: false
},
position: 'right',
ticks: {
callback: (value: number) => {
return transformTickToAbbreviation(value);
@ -192,12 +202,12 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
},
plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
type: 'line'
type: this.groupBy ? 'bar' : 'line'
});
this.isLoading = false;
}
}
this.isLoading = false;
}
private getTooltipPluginConfiguration() {

View File

@ -1,10 +1,13 @@
import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
import { MatCheckboxChange } from '@angular/material/checkbox';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { Router } from '@angular/router';
import { InternetIdentityService } from '@ghostfolio/client/services/internet-identity.service';
import {
STAY_SIGNED_IN,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@Component({
selector: 'gf-login-with-access-token-dialog',
@ -16,7 +19,10 @@ export class LoginWithAccessTokenDialog {
public constructor(
@Inject(MAT_DIALOG_DATA) public data: any,
public dialogRef: MatDialogRef<LoginWithAccessTokenDialog>,
private settingsStorageService: SettingsStorageService
private internetIdentityService: InternetIdentityService,
private router: Router,
private settingsStorageService: SettingsStorageService,
private tokenStorageService: TokenStorageService
) {}
ngOnInit() {}
@ -31,4 +37,14 @@ export class LoginWithAccessTokenDialog {
public onClose() {
this.dialogRef.close();
}
public async onLoginWithInternetIdentity() {
try {
const { authToken } = await this.internetIdentityService.login();
this.tokenStorageService.saveToken(authToken);
this.dialogRef.close();
this.router.navigate(['/']);
} catch {}
}
}

View File

@ -5,16 +5,7 @@
></gf-dialog-header>
<div mat-dialog-content>
<div>
<ng-container *ngIf="data.hasPermissionToUseSocialLogin">
<div class="text-center">
<a color="accent" href="/api/v1/auth/google" mat-flat-button
><ion-icon class="mr-1" name="logo-google"></ion-icon
><span i18n>Sign in with Google</span></a
>
</div>
<div class="my-3 text-center text-muted" i18n>or</div>
</ng-container>
<div class="align-items-center d-flex flex-column">
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Security Token</mat-label>
<textarea
@ -24,6 +15,29 @@
[(ngModel)]="data.accessToken"
></textarea>
</mat-form-field>
<ng-container *ngIf="data.hasPermissionToUseSocialLogin">
<div class="my-3 text-center text-muted" i18n>or</div>
<div class="d-flex flex-column">
<button
class="mb-2"
mat-stroked-button
(click)="onLoginWithInternetIdentity()"
>
<img
class="mr-2"
src="./assets/icons/internet-computer.svg"
style="height: 0.75rem"
/><span i18n>Sign in with Internet Identity</span>
</button>
<a href="/api/v1/auth/google" mat-stroked-button
><img
class="mr-2"
src="./assets/icons/google.svg"
style="height: 1rem"
/><span i18n>Sign in with Google</span></a
>
</div>
</ng-container>
</div>
</div>
<div mat-dialog-actions>

View File

@ -13,7 +13,6 @@ import { LoginWithAccessTokenDialog } from './login-with-access-token-dialog.com
@NgModule({
declarations: [LoginWithAccessTokenDialog],
exports: [],
imports: [
CommonModule,
FormsModule,
@ -26,7 +25,6 @@ import { LoginWithAccessTokenDialog } from './login-with-access-token-dialog.com
ReactiveFormsModule,
TextFieldModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class LoginWithAccessTokenDialogModule {}

View File

@ -12,4 +12,12 @@
}
}
}
.mat-form-field {
::ng-deep {
.mat-form-field-wrapper {
padding-bottom: 0;
}
}
}
}

View File

@ -8,7 +8,6 @@ import { PortfolioPerformanceComponent } from './portfolio-performance.component
@NgModule({
declarations: [PortfolioPerformanceComponent],
exports: [PortfolioPerformanceComponent],
imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule],
providers: []
imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule]
})
export class GfPortfolioPerformanceModule {}

View File

@ -15,7 +15,6 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
@NgModule({
declarations: [PositionDetailDialog],
exports: [],
imports: [
CommonModule,
GfActivitiesTableModule,
@ -29,7 +28,6 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
MatDialogModule,
NgxSkeletonLoaderModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfPositionDetailDialogModule {}

View File

@ -23,7 +23,6 @@ import { PositionComponent } from './position.component';
NgxSkeletonLoaderModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfPositionModule {}

View File

@ -142,4 +142,15 @@
</button>
</div>
<div
*ngIf="
dataSource.data.length === 0 && hasPermissionToCreateActivity && !isLoading
"
class="p-3 text-center"
>
<gf-no-transactions-info-indicator
[hasBorder]="false"
></gf-no-transactions-info-indicator>
</div>
<mat-paginator class="d-none" [pageSize]="pageSize"></mat-paginator>

View File

@ -27,6 +27,7 @@ import { Subject, Subscription } from 'rxjs';
export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() hasPermissionToCreateActivity: boolean;
@Input() hasPermissionToShowValues = true;
@Input() locale: string;
@Input() pageSize = Number.MAX_SAFE_INTEGER;

View File

@ -15,7 +15,6 @@ import { PositionsComponent } from './positions.component';
GfPositionModule,
MatButtonModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfPositionsModule {}

View File

@ -8,7 +8,6 @@ import { RuleComponent } from './rule.component';
declarations: [RuleComponent],
exports: [RuleComponent],
imports: [CommonModule, NgxSkeletonLoaderModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfRuleModule {}

View File

@ -19,7 +19,6 @@ import { RulesComponent } from './rules.component';
MatButtonModule,
MatCardModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class RulesModule {}

View File

@ -7,7 +7,6 @@ import { SymbolIconComponent } from './symbol-icon.component';
declarations: [SymbolIconComponent],
exports: [SymbolIconComponent],
imports: [CommonModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class GfSymbolIconModule {}

View File

@ -8,7 +8,6 @@ import { ToggleComponent } from './toggle.component';
@NgModule({
declarations: [ToggleComponent],
exports: [ToggleComponent],
imports: [CommonModule, MatRadioModule, ReactiveFormsModule],
providers: []
imports: [CommonModule, MatRadioModule, ReactiveFormsModule]
})
export class GfToggleModule {}

View File

@ -7,7 +7,6 @@ import { WorldMapChartComponent } from './world-map-chart.component';
@NgModule({
declarations: [WorldMapChartComponent],
exports: [WorldMapChartComponent],
imports: [CommonModule, NgxSkeletonLoaderModule],
providers: []
imports: [CommonModule, NgxSkeletonLoaderModule]
})
export class GfWorldMapChartModule {}

View File

@ -5,13 +5,12 @@ import {
Router,
RouterStateSnapshot
} from '@angular/router';
import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { ViewMode } from '@prisma/client';
import { EMPTY } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { SettingsStorageService } from '../services/settings-storage.service';
import { UserService } from '../services/user/user.service';
@Injectable({ providedIn: 'root' })
export class AuthGuard implements CanActivate {
private static PUBLIC_PAGE_ROUTES = [
@ -20,8 +19,10 @@ export class AuthGuard implements CanActivate {
'/about/privacy-policy',
'/blog',
'/de/blog',
'/demo',
'/en/blog',
'/features',
'/markets',
'/p',
'/pricing',
'/register',
@ -35,11 +36,10 @@ export class AuthGuard implements CanActivate {
) {}
canActivate(route: ActivatedRouteSnapshot, state: RouterStateSnapshot) {
if (route.queryParams?.utm_source) {
this.settingsStorageService.setSetting(
'utm_source',
route.queryParams?.utm_source
);
const utmSource = route.queryParams?.utm_source;
if (utmSource) {
this.settingsStorageService.setSetting('utm_source', utmSource);
}
return new Promise<boolean>((resolve) => {
@ -47,7 +47,10 @@ export class AuthGuard implements CanActivate {
.get()
.pipe(
catchError(() => {
if (route.queryParams?.utm_source) {
if (utmSource === 'ios') {
this.router.navigate(['/demo']);
resolve(false);
} else if (utmSource === 'trusted-web-activity') {
this.router.navigate(['/register']);
resolve(false);
} else if (

View File

@ -5,7 +5,6 @@ import {
HttpRequest
} from '@angular/common/http';
import { Injectable } from '@angular/core';
import { Router } from '@angular/router';
import { Observable } from 'rxjs';
import { ImpersonationStorageService } from '../services/impersonation-storage.service';
@ -18,7 +17,6 @@ const TOKEN_HEADER_KEY = 'Authorization';
export class AuthInterceptor implements HttpInterceptor {
public constructor(
private impersonationStorageService: ImpersonationStorageService,
private router: Router,
private tokenStorageService: TokenStorageService
) {}

View File

@ -9,7 +9,6 @@ import { AboutPageComponent } from './about-page.component';
@NgModule({
declarations: [AboutPageComponent],
exports: [],
imports: [
AboutPageRoutingModule,
CommonModule,
@ -17,7 +16,6 @@ import { AboutPageComponent } from './about-page.component';
MatButtonModule,
MatCardModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class AboutPageModule {}

View File

@ -8,11 +8,10 @@
<div class="col">
<mat-card class="mb-3">
<mat-card-content>
<div *ngIf="user.alias" class="d-flex py-1">
<div class="pr-1 w-50" i18n>Alias</div>
<div class="pl-1 w-50">{{ user.alias }}</div>
</div>
<div *ngIf="user?.subscription" class="d-flex py-1">
<div
*ngIf="hasPermissionToUpdateUserSettings && user?.subscription"
class="d-flex py-1"
>
<div class="pr-1 w-50" i18n>Membership</div>
<div class="pl-1 w-50">
<div class="align-items-center d-flex mb-1">
@ -171,7 +170,7 @@
</div>
</div>
<div class="align-items-center d-flex mt-4 py-1">
<div class="pr-1 w-50" i18n>ID</div>
<div class="pr-1 w-50" i18n>User ID</div>
<div class="pl-1 w-50">{{ user?.id }}</div>
</div>
</mat-card-content>

View File

@ -19,7 +19,6 @@ import { GfCreateOrUpdateAccessDialogModule } from './create-or-update-access-di
@NgModule({
declarations: [AccountPageComponent],
exports: [],
imports: [
AccountPageRoutingModule,
CommonModule,
@ -37,7 +36,6 @@ import { GfCreateOrUpdateAccessDialogModule } from './create-or-update-access-di
MatSlideToggleModule,
ReactiveFormsModule,
RouterModule
],
providers: []
]
})
export class AccountPageModule {}

View File

@ -10,7 +10,6 @@ import { CreateOrUpdateAccessDialog } from './create-or-update-access-dialog.com
@NgModule({
declarations: [CreateOrUpdateAccessDialog],
exports: [],
imports: [
CommonModule,
FormsModule,
@ -19,7 +18,6 @@ import { CreateOrUpdateAccessDialog } from './create-or-update-access-dialog.com
MatFormFieldModule,
MatSelectModule,
ReactiveFormsModule
],
providers: []
]
})
export class GfCreateOrUpdateAccessDialogModule {}

View File

@ -3,6 +3,8 @@ import { MatDialog } from '@angular/material/dialog';
import { ActivatedRoute, Router } from '@angular/router';
import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
import { AccountDetailDialog } from '@ghostfolio/client/components/account-detail-dialog/account-detail-dialog.component';
import { AccountDetailDialogParams } from '@ghostfolio/client/components/account-detail-dialog/interfaces/interfaces';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
@ -48,12 +50,17 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
this.route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (params['createDialog'] && this.hasPermissionToCreateAccount) {
if (params['accountId'] && params['accountDetailDialog']) {
this.openAccountDetailDialog(params['accountId']);
} else if (
params['createDialog'] &&
this.hasPermissionToCreateAccount
) {
this.openCreateAccountDialog();
} else if (params['editDialog']) {
if (this.accounts) {
const account = this.accounts.find((account) => {
return account.id === params['transactionId'];
return account.id === params['accountId'];
});
this.openUpdateAccountDialog(account);
@ -139,7 +146,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
public onUpdateAccount(aAccount: AccountModel) {
this.router.navigate([], {
queryParams: { editDialog: true, transactionId: aAccount.id }
queryParams: { accountId: aAccount.id, editDialog: true }
});
}
@ -197,6 +204,26 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
this.unsubscribeSubject.complete();
}
private openAccountDetailDialog(aAccountId: string) {
const dialogRef = this.dialog.open(AccountDetailDialog, {
autoFocus: false,
data: <AccountDetailDialogParams>{
accountId: aAccountId,
deviceType: this.deviceType,
hasImpersonationId: this.hasImpersonationId
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
}
private openCreateAccountDialog(): void {
const dialogRef = this.dialog.open(CreateOrUpdateAccountDialog, {
data: {

View File

@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { RouterModule } from '@angular/router';
import { GfAccountDetailDialogModule } from '@ghostfolio/client/components/account-detail-dialog/account-detail-dialog.module';
import { GfAccountsTableModule } from '@ghostfolio/client/components/accounts-table/accounts-table.module';
import { AccountsPageRoutingModule } from './accounts-page-routing.module';
@ -10,16 +11,15 @@ import { GfCreateOrUpdateAccountDialogModule } from './create-or-update-account-
@NgModule({
declarations: [AccountsPageComponent],
exports: [],
imports: [
AccountsPageRoutingModule,
CommonModule,
GfAccountDetailDialogModule,
GfAccountsTableModule,
GfCreateOrUpdateAccountDialogModule,
MatButtonModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class AccountsPageModule {}

View File

@ -50,6 +50,17 @@
</mat-select>
</mat-form-field>
</div>
<div *ngIf="data.account.id">
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Account ID</mat-label>
<input
disabled
matInput
name="accountId"
[(ngModel)]="data.account.id"
/>
</mat-form-field>
</div>
</div>
<div class="justify-content-end" mat-dialog-actions>
<button i18n mat-button (click)="onCancel()">Cancel</button>

View File

@ -11,7 +11,6 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
@NgModule({
declarations: [CreateOrUpdateAccountDialog],
exports: [],
imports: [
CommonModule,
FormsModule,
@ -21,7 +20,6 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
MatInputModule,
MatSelectModule,
ReactiveFormsModule
],
providers: []
]
})
export class GfCreateOrUpdateAccountDialogModule {}

View File

@ -6,8 +6,6 @@ import { AuthPageComponent } from './auth-page.component';
@NgModule({
declarations: [AuthPageComponent],
exports: [],
imports: [AuthPageRoutingModule, CommonModule],
providers: []
imports: [AuthPageRoutingModule, CommonModule]
})
export class AuthPageModule {}

View File

@ -3,7 +3,7 @@
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>Hallo Ghostfolio 👋</h1>
<h1 class="mb-1">Hallo Ghostfolio 👋</h1>
<div class="text-muted"><small>31.07.2021</small></div>
</div>
<section class="mb-4">

View File

@ -3,7 +3,7 @@
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>Hello Ghostfolio 👋</h1>
<h1 class="mb-1">Hello Ghostfolio 👋</h1>
<div class="text-muted"><small>31.07.2021</small></div>
</div>
<section class="mb-4">

View File

@ -3,7 +3,7 @@
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>
<h1 class="mb-1">
👻 Ghostfolio
<span class="text-nowrap">First months in Open Source</span>
</h1>

View File

@ -0,0 +1,19 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { HowDoIGetMyFinancesInOrderPageComponent } from './how-do-i-get-my-finances-in-order-page.component';
const routes: Routes = [
{
path: '',
component: HowDoIGetMyFinancesInOrderPageComponent,
canActivate: [AuthGuard]
}
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class HowDoIGetMyFinancesInOrderRoutingModule {}

View File

@ -0,0 +1,9 @@
import { Component } from '@angular/core';
@Component({
host: { class: 'page' },
selector: 'gf-how-do-i-get-my-finances-in-order-page',
styleUrls: ['./how-do-i-get-my-finances-in-order-page.scss'],
templateUrl: './how-do-i-get-my-finances-in-order-page.html'
})
export class HowDoIGetMyFinancesInOrderPageComponent {}

View File

@ -0,0 +1,209 @@
<div class="blog container">
<div class="row">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1">How do I get my finances in order?</h1>
<div class="text-muted"><small>14.07.2022</small></div>
</div>
<section class="mb-4">
<p>
Before you can think of
<a [routerLink]="['/resources']">long-term investing</a>, you have
to get your finances in order. Take a look at Peter's journey to see
how you can achieve it, too.
</p>
<p>
Peter enjoys life, but sometimes he overspends a bit. He realizes it
when money runs out already in the middle of the month. Then the
next few days become difficult and saving money is out of the
question. That is why he wants to plan his monthly budget in the
future.
</p>
<p>
Peter has a decent salary in his job. But as soon as the salary
arrives in his account, it melts away. In order to find out where
his money is disappearing, he has decided to plan his monthly
budget. He wants to be able to put money aside for major expenses
and set financial goals.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Keeping a traditional or digital budget book</h2>
<p>
First, Peter obtains an overview of his personal finances. To do so,
he starts keeping a budget book. This can be done on paper by
listing his income and expenses for a few months, or he can create a
simple spreadsheet in Excel. In addition, many credit card providers
offer the feature within their apps of having expenses automatically
analyzed according to different categories. According to the
<a href="https://www.bfs.admin.ch/bfs/en/home.html"
>Swiss Federal Statistical Office</a
>, households in Switzerland spend around 20 percent of their
disposable income on housing and around 10 percent on groceries.
</p>
<p>
With the smartphone app, Peter has a better overview of his
financial affairs. The application assigns the bookings to
individual categories. Peter can assign specific budgets to each of
them. This way, he is always informed about how much money he can
still spend on restaurant visits in the current month, for example.
A traditional method is the so-called
<a
href="https://www.investopedia.com/envelope-budgeting-system-5208026"
>envelope method</a
>. One envelope is labeled for each category like groceries, rent or
student loans. The monthly budget is put into the envelopes in cash.
Many apps offer the same budgeting system in a more convenient,
virtual way.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Planning and investing</h2>
<p>
If Peter has spent less money than planned on eating out at
restaurants, he can set aside the remaining amount. This way, he can
treat himself to something special every now and then. From now on,
he saves a fixed amount of money in a separate account (“pay
yourself first”) by standing order at the beginning of the month. As
soon as there are three net monthly salaries in the account, he
invests the monthly savings amount in a passively managed global
equity fund. This grows his assets over the years and allows him to
supplement his pension later.
</p>
</section>
<section class="mb-4">
<h2 class="h4">How to achieve your financial goals?</h2>
<p>
If you follow these five actionable tips, you can reach your
financial goals easier and faster. Start with one tip and when you
implement it well, you can try the next one to ultimately have more
money at the end of the month.
</p>
<h3 class="h5">1. Visualize your goals</h3>
<p>
Start visualizing your goals. For example, hang up pictures of the
travel destination you are saving for. Imagine that you have already
achieved the goal to slowly adapt your mindset.
</p>
<h3 class="h5">2. Write off personal items</h3>
<p>
Do as a business does and write off purchases annually. For a new
car, you could set aside one-sixth of the purchase price each year.
</p>
<h3 class="h5">3. Save at the beginning of the month</h3>
<p>
Have a savings amount deducted from your account at the beginning of
the month. Then you will pay yourself first and spend less money.
</p>
<h3 class="h5">4. Follow the 50-30-20 rule</h3>
<p>
You need 50 percent of your disposable income for fixed costs. 30
percent can be spent on personal needs such as hobbies, travel or
consumer electronics. 20 percent is left for savings or to pay off
potential debts.
</p>
<h3 class="h5">5. Track your progress</h3>
<p>
If you have any money to spare, invest it in a broadly diversified,
low-cost portfolio excluding the risks of individual stocks. Track
the progress of your portfolio and net worth with
<a href="https://ghostfol.io">Ghostfolio</a>, a web-based personal
finance management software.
</p>
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="list-inline-item">
<span class="badge badge-light">App</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Assets</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Budget</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cash</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Debt</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Equity</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETF</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Expense</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fund</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Goal</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Guide</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Income</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Money</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Net Worth</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Pension</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Personal Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Planning</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Salary</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Saving</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Spreadsheet</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Strategy</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
</ul>
</section>
</article>
</div>
</div>
</div>

View File

@ -0,0 +1,17 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { RouterModule } from '@angular/router';
import { HowDoIGetMyFinancesInOrderRoutingModule } from './how-do-i-get-my-finances-in-order-page-routing.module';
import { HowDoIGetMyFinancesInOrderPageComponent } from './how-do-i-get-my-finances-in-order-page.component';
@NgModule({
declarations: [HowDoIGetMyFinancesInOrderPageComponent],
imports: [
CommonModule,
HowDoIGetMyFinancesInOrderRoutingModule,
RouterModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class HowDoIGetMyFinancesInOrderPageModule {}

View File

@ -2,10 +2,36 @@
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Blog</h3>
<mat-card class="blog-container">
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap mb-3 no-gutters row">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2022', '07', 'how-do-i-get-my-finances-in-order']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">
How do I get my finances in order?
</div>
<div class="d-flex text-muted">14.07.2022</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2022', '01', 'ghostfolio-first-months-in-open-source']"
@ -25,7 +51,13 @@
</div>
</a>
</div>
<div class="flex-nowrap mb-3 no-gutters row">
</div>
</mat-card-content>
</mat-card>
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
@ -43,6 +75,12 @@
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"

View File

@ -0,0 +1,15 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { DemoPageComponent } from './demo-page.component';
const routes: Routes = [
{ path: '', component: DemoPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class DemoPageRoutingModule {}

View File

@ -0,0 +1,44 @@
import { Component, OnDestroy } from '@angular/core';
import { Router } from '@angular/router';
import { DataService } from '@ghostfolio/client/services/data.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
import { InfoItem } from '@ghostfolio/common/interfaces';
import { Subject } from 'rxjs';
@Component({
host: { class: 'page' },
selector: 'gf-demo-page',
templateUrl: './demo-page.html'
})
export class DemoPageComponent implements OnDestroy {
public info: InfoItem;
private unsubscribeSubject = new Subject<void>();
public constructor(
private dataService: DataService,
private router: Router,
private tokenStorageService: TokenStorageService
) {
this.info = this.dataService.fetchInfo();
}
public ngOnInit() {
const hasToken = this.tokenStorageService.getToken()?.length > 0;
if (hasToken) {
alert(
'As you are already logged in, you cannot access the demo account.'
);
} else {
this.tokenStorageService.saveToken(this.info.demoAuthToken, true);
}
this.router.navigate(['/']);
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

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