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108 Commits

Author SHA1 Message Date
32fe3e195f Release 1.205.2 (#1369) 2022-10-16 20:49:28 +02:00
805f4b05be Release 1.205.1 (#1368) 2022-10-16 20:19:27 +02:00
5b51a6840a Release 1.205.0 (#1367) 2022-10-16 19:36:51 +02:00
36bd6164e6 Feature/improve wording on landing page (#1366)
* Improve wording

* Update changelog
2022-10-16 19:35:09 +02:00
eac52a215b Feature/refactor appearance to color scheme (#1364)
* Refactor appearance to colorScheme

* Update changelog
2022-10-16 14:54:26 +02:00
9ff8cd5471 Feature/improve portfolio evolution chart (#1362)
* Switch inputs

* Update changelog
2022-10-16 10:01:31 +02:00
33cc7e4e7e Feature/remove rakuten from data source (#1361)
* Remove Rakuten

* Update changelog
2022-10-16 09:42:18 +02:00
47f84dab06 Remove postfix (#1360) 2022-10-16 09:41:41 +02:00
384d18b2a6 Feature/persist user language on url change (#1359)
* Persist user language

* Update changelog
2022-10-16 08:45:52 +02:00
2363983bdc Release 1.204.1 (#1357) 2022-10-15 18:07:18 +02:00
4af76764be Release 1.204.0 (#1356) 2022-10-15 17:47:35 +02:00
a65424aafa Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart

* Update changelog
2022-10-15 17:45:34 +02:00
f9cd629470 Update messages.es.xlf (#1355) 2022-10-15 17:44:20 +02:00
ccb8c86596 Feature/minor improvements in chart components (#1353)
* Move y axis to the right

* Update changelog
2022-10-15 11:27:55 +02:00
246de7aa86 Consider current month in FIRE calculation (#1349) 2022-10-15 10:45:11 +02:00
a323313c71 Bugfix/fix alignment of value component on allocation page (#1351)
* Fix alignment

* Update changelog
2022-10-15 10:32:08 +02:00
538c8947cd Feature/rename data source from rakuten to rapid api (#1350)
* Rename Rakuten to Rapid API

* Update changelog
2022-10-15 10:31:46 +02:00
1ec5fd12fe Feature/setup prettier plugin organize attributes (#1346)
* Setup prettier plugin: prettier-plugin-organize-attributes

* Update changelog
2022-10-15 10:30:12 +02:00
4376b8903e Bugifx/fix url in blog posts (#1347)
* Fix url

* Update changelog
2022-10-14 19:52:00 +02:00
a8e096f9ac Feature/minor improvements for appearance selector (#1345)
* Improve appearance selector

* Update changelog
2022-10-12 13:38:58 +02:00
8e577592f6 Fix issue with $localize in storybook (#1343) 2022-10-12 09:48:33 +02:00
c896bf9199 Add appearance option in settings (#1342)
* Add appearance option in settings
2022-10-11 21:34:52 +02:00
16145f18d9 Improve template (#1324)
* Improve template
2022-10-09 10:42:02 +02:00
5398da0dc8 Feature/simplify admin settings management (#1340)
* Simplify settings management

* Update changelog
2022-10-08 17:35:18 +02:00
2466f4ff5d Release 1.203.0 (#1338) 2022-10-08 14:22:43 +02:00
8f3a9bdfbb Feature/refactor animation configuration (#1337)
* Refactor animation configuration

* Update changelog
2022-10-08 14:21:17 +02:00
44dfd2bd48 Add animation to line chart (#1328) 2022-10-08 13:47:48 +02:00
3fc2228f1d Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation

* Update changelog
2022-10-08 13:20:52 +02:00
b018819a1f Bugfix/fix todays performance and chart calculation (#1333)
* Fix today's performance and chart calculation

* Update changelog
2022-10-08 13:20:25 +02:00
ac9311d783 Bugfix/fix alignment in users table (#1335)
* Fix alignment

* Update changelog
2022-10-08 11:38:58 +02:00
e23ce0f35d Feature/improve gui of benchmark comparator (#1334)
* Improve GUI

* Update changelog
2022-10-08 11:07:42 +02:00
f4b52aa41c Add Italian localization for the 4% rule (#1329)
* Update messages.it.xlf
2022-10-08 11:05:53 +02:00
655b040d4d Add missing title (#1332) 2022-10-07 20:54:05 +02:00
0f637a5d0f Release 1.202.0 (#1331) 2022-10-07 20:49:57 +02:00
3f85c327f5 Bugfix/fix text truncation in value component (#1330)
* Fix text truncation

* Update changelog
2022-10-07 20:48:39 +02:00
c2df99072d Feature/refactor filters (#1299)
* Refactor filters

Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
e8afbcad9c Feature/localize 4 percentage rule (#1327)
* Setup translation for 4% rule

* Update changelog
2022-10-07 20:21:52 +02:00
e6d8de781b Feature/improve wording in twitter bot service (#1326)
* Improve wording

* Update changelog
2022-10-06 20:52:34 +02:00
6e1935899f Bugfix/fix cryptocurrency symbols with less than 3 characters (#1325)
* Fix cryptocurrency symbols with less than 3 characters

* Update changelog
2022-10-06 15:15:36 +02:00
169cb85b66 Improve Italian translation (#1318)
* Update messages.it.xlf
2022-10-05 07:53:03 +02:00
fe6658d0ac Update messages.es.xlf (#1319) 2022-10-04 17:43:25 +02:00
1f0381228e Feature/improve caching of benchmarks (#1320)
* Improve caching

* Update changelog
2022-10-04 17:39:51 +02:00
f4b63b5de5 Release 1.201.0 (#1313) 2022-10-01 18:39:15 +02:00
e45a0ad068 Spanish (#1312)
* Update messages.es.xlf
2022-10-01 18:36:41 +02:00
81c6cc021d Feature/add blog post hacktoberfest 2022 (#1310)
* Add blog post: Hacktoberfest 2022

* Update changelog
2022-10-01 18:35:55 +02:00
859b24aa5b Fix alignment (#1311) 2022-10-01 18:35:27 +02:00
2bc325f182 Update messages.es.xlf (#1305)
* Update messages.es.xlf

Co-authored-by: fdp10381 <63880387+fdp10381@users.noreply.github.com>
2022-10-01 16:45:44 +02:00
a6186c23e2 Feature/improve usage of value component (#1308)
* Improve usage of value component

* Update changelog
2022-10-01 13:53:43 +02:00
cf234003ec Release 1.200.0 (#1307) 2022-10-01 11:18:15 +02:00
8d3954304e Feature/add statistics section to landing page (#1306)
* Add pulls on Docker Hub to statistics

* Add statistics to landing page

* Update changelog
2022-10-01 11:16:43 +02:00
9562139fa6 Feature/upgrade prisma to version 4.4.0 (#1304)
* Upgrade prisma to version 4.4.0

* Update changelog
2022-10-01 09:42:07 +02:00
c857ea9a8f Feature/add as seen in section on landing page (#1302)
* Add as seen in section

* Update changelog
2022-09-29 21:59:51 +02:00
5c9fa71d95 Release 1.199.1 (#1301) 2022-09-27 20:44:32 +02:00
fefbfa31d1 Release 1.199.0 (#1300) 2022-09-27 20:28:46 +02:00
93a1fae51c Feature/support sectors of mutual funds (#1298)
* Support sectors

* Update changelog

Co-authored-by: Mitchell <5503199+m11tch@users.noreply.github.com>
2022-09-27 17:38:53 +02:00
3715edd9ba Extract locales (#1297) 2022-09-26 19:44:19 +02:00
e3916e1ba3 Feature/setup espanol (#1293)
* Setup Español

* Update changelog
2022-09-26 18:39:11 +02:00
76ceac4edc Add spanish translation (#1296)
Co-Authored-By: alfredonodo <41476198+alfredonodo@users.noreply.github.com>
Co-Authored-By: casitu <25199636+casitu@users.noreply.github.com>
2022-09-26 18:14:53 +02:00
333b63bfe2 Release 1.198.0 (#1294) 2022-09-25 21:46:19 +02:00
3006c21b12 Add dutch translation (#1291)
* Add dutch translation
2022-09-25 18:12:33 +02:00
f01a3f893d Exclude accounts (#1289)
* Exclude accounts

* Update changelog
2022-09-25 18:02:46 +02:00
72974e888f Clean up spaces (#1288) 2022-09-25 15:14:51 +02:00
0cee7a0b35 Release 1.197.0 (#1287) 2022-09-24 13:16:47 +02:00
f3d337b044 Feature/add value of active filters on allocations page (#1286)
* Add value

* Update changelog
2022-09-24 13:15:16 +02:00
7667af059c Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints

* Update changelog
2022-09-24 13:12:40 +02:00
1095b47f45 Feature/add multi language support to feature overview (#1284)
* Add multi-language support

* Update changelog
2022-09-24 12:29:36 +02:00
dacd7271eb Feature/improve density of various selectors (#1283)
* Improve density

* Update changelog
2022-09-24 09:58:09 +02:00
e093041184 Release 1.196.0 (#1281) 2022-09-22 21:05:05 +02:00
8f2caa508a Feature/extend landing page (#1279)
* Extend landing page

* Update changelog
2022-09-22 20:52:46 +02:00
862f670ccf Feature/setup italiano (#1276)
* Setup italiano

* Update changelog
2022-09-22 20:52:03 +02:00
54bf4c7a43 Update messages.it.xlf (#1280) 2022-09-22 20:51:31 +02:00
c0ace51ee9 Release 1.195.0 (#1277) 2022-09-20 20:23:41 +02:00
b1b5689242 Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Improve chart tooltip of benchmark comparator

* Update changelog

Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-20 20:22:01 +02:00
b68cdaf8ea Add issue template (#1275) 2022-09-19 21:22:54 +02:00
b387a80a0d Add bullet (#1270) 2022-09-17 21:29:37 +02:00
6e4660295a Release 1.194.0 (#1269) 2022-09-17 21:26:08 +02:00
d4c3a9d1e8 Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter

* Update changelog
2022-09-17 21:24:09 +02:00
263f6b32f2 Bugfix/fix performance chart calculation (#1267)
* Respect end date in performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-17 08:33:04 +02:00
637f31ae3b Add instruction for NODE_ENV: production (#1266) 2022-09-17 08:31:56 +02:00
547e27c7a1 Feature/set node env in docker compose files (#1261)
* Set NODE_ENV to production

* Update changelog
2022-09-15 17:20:03 +02:00
f10dc176f2 Feature/clean up german localization (#1260)
* Clean up German localization

* Set up Italian

* Update changelog
2022-09-15 16:58:00 +02:00
0a966e46cd Improve translation (#1258) 2022-09-15 10:37:07 +02:00
4f281d25e1 Release 1.193.0 (#1257) 2022-09-14 20:11:47 +02:00
aaba8c35c2 Feature/extend pricing page with referral section (#1256)
* Add referral section

* Update changelog
2022-09-14 20:10:35 +02:00
7d27cb3398 Bugfix/use base currency in exchange rate service instead of usd (#1255)
* Change from USD to base currency

* Update changelog
2022-09-14 19:56:18 +02:00
91678028b5 Bugfix/fix missing assets during local development (#1253)
* Extend setup for development (missing assets)

* Update changelog
2022-09-14 19:26:59 +02:00
5e3cac8ac9 Feature/sort benchmarks by name (#1250)
* Sort benchmarks by name

* Update changelog
2022-09-12 13:34:06 +02:00
33f20b6b48 Release 1.192.0 (#1249) 2022-09-11 09:21:48 +02:00
e4fd255dd7 Bugfix/improve loading indicator of benchmark comparator (#1247)
* Improve loading indicator

* Update changelog
2022-09-11 09:20:15 +02:00
e320aa91f7 Feature/simplify benchmark configuration (#1248)
* Simplify benchmark configuration

* Update changelog
2022-09-11 09:19:50 +02:00
0fcfa6c1bd Bugfix/improve error handling in benchmark calculation (#1246)
* Improve error handling

* Update changelog
2022-09-10 18:58:31 +02:00
42d32ed652 Feature/upgrade yahoo finance2 to version 2.3.6 (#1245)
* Upgrade yahoo-finance2 to version 2.3.6

* Update changelog
2022-09-10 18:57:41 +02:00
21b4b0ef24 Release 1.191.0 (#1244) 2022-09-10 16:13:22 +02:00
4f8fe83a16 Feature/clean up user database schema (#1242)
* Clean up user database schema

* Update changelog
2022-09-10 16:11:49 +02:00
980ad1028c Feature/allow date range change for demo user (#1243)
* Allow date range change

* Update changelog
2022-09-10 16:10:57 +02:00
0d5bc3f51b Release 1.190.0 (#1241) 2022-09-10 13:36:39 +02:00
aece76d98f Feature/add date range component to benchmark comparator (#1240)
* Add date range component

* Update changelog
2022-09-10 13:33:37 +02:00
fc4bb71184 Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings

* Refactor currency and view mode in the user user settings

* Update changelog
2022-09-10 11:38:06 +02:00
20bc7ef99c Feature/improve benchmark comparator on mobile (#1238)
* Improve layout for mobile

* Update changelog
2022-09-09 19:44:36 +02:00
7a733ae49b Release 1.189.0 (#1237) 2022-09-08 21:06:37 +02:00
376ce88492 Bugfix/fix benchmark chart (#1236)
* Fix benchmark chart

* Distinguish between currency and unit in tooltip

* Update changelog
2022-09-08 21:05:19 +02:00
c4d83aabe7 Setup tests (#1234) 2022-09-08 17:32:55 +02:00
d4e2cec77e Release 1.188.0 (#1233) 2022-09-06 20:40:59 +02:00
75db7bf79a Bugfix/fix asset profile details dialog (#1232)
* Fix dialog for assets without (first) activity

* Update changelog
2022-09-06 20:39:45 +02:00
3ad99c9991 Add data management (#1230)
* Add data management for benchmarks
2022-09-06 20:39:27 +02:00
00e402d286 Add translations 2022-09-04 09:48:18 +02:00
4ac0484025 Update changelog 2022-09-04 09:45:29 +02:00
75d61bff6d Setup benchmark comparator 2022-09-04 09:45:22 +02:00
190 changed files with 12391 additions and 1777 deletions

45
.github/ISSUE_TEMPLATE/bug_report.md vendored Normal file
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@ -0,0 +1,45 @@
---
name: Bug report
about: Create a report to help us improve
title: '[BUG]'
labels: ''
assignees: ''
---
The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed on our [Slack channel](https://ghostfolio.slack.com) or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
**Bug Description**
<!-- A clear and concise description of what the bug is. -->
**To Reproduce**
<!-- Steps to reproduce the behavior -->
1.
2.
3.
**Expected behavior**
<!-- A clear and concise description of what you expected to happen. -->
**Screenshots**
<!-- If applicable, add screenshots to help explain your problem. -->
**Logs**
<!-- If applicable, add logs to help explain your problem. -->
**Environment**
<!-- Please complete the following information -->
- Ghostfolio Version X.Y.Z
- Browser
- OS
**Additional context**
<!-- Add any other context about the problem here. -->

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@ -1,4 +1,13 @@
{ {
"attributeGroups": [
"$ANGULAR_ELEMENT_REF",
"$ANGULAR_STRUCTURAL_DIRECTIVE",
"$DEFAULT",
"$ANGULAR_INPUT",
"$ANGULAR_TWO_WAY_BINDING",
"$ANGULAR_OUTPUT"
],
"attributeSort": "ASC",
"endOfLine": "auto", "endOfLine": "auto",
"printWidth": 80, "printWidth": 80,
"singleQuote": true, "singleQuote": true,

View File

@ -5,6 +5,225 @@ 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/), 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). and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## 1.205.2 - 16.10.2022
### Changed
- Persisted the language on url change
- Improved the portfolio evolution chart
- Refactored the appearance (dark mode) in user settings (from `appearance` to `colorScheme`)
- Improved the wording on the landing page
## 1.204.1 - 15.10.2022
### Added
- Added support to change the appearance (dark mode) in user settings
- Added the total amount chart to the investment timeline
- Setup the `prettier` plugin `prettier-plugin-organize-attributes`
### Changed
- Respected the current date in the _FIRE_ calculator
- Simplified the settings management in the admin control panel
- Renamed the data source type `RAKUTEN` to `RAPID_API`
### Fixed
- Fixed some links in the blog posts
- Fixed the alignment of the value component on the allocations page
### Todo
- Rename the environment variable from `RAKUTEN_RAPID_API_KEY` to `RAPID_API_API_KEY`
## 1.203.0 - 08.10.2022
### Added
- Supported a progressive line animation in the line chart component
### Changed
- Moved the benchmark comparator from experimental to general availability
- Improved the user interface of the benchmark comparator
### Fixed
- Fixed an issue in the performance and chart calculation of today
- Fixed the alignment of the value component in the admin control panel
## 1.202.0 - 07.10.2022
### Added
- Added support for a translated 4% rule in the _FIRE_ section
### Changed
- Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful)
- Improved the wording in the twitter bot service
### Fixed
- Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`)
- Fixed the text truncation in the value component
## 1.201.0 - 01.10.2022
### Added
- Added a blog post: _Hacktoberfest 2022_
### Changed
- Improved the usage of the value component in the admin control panel
- Improved the language localization for Español (`es`)
### Fixed
- Fixed the usage of the value component on the allocations page
## 1.200.0 - 01.10.2022
### Added
- Added a mini statistics section to the landing page including pulls on _Docker Hub_
- Added an _As seen in_ section to the landing page
- Added support for an icon in the value component
### Changed
- Upgraded `prisma` from version `4.1.1` to `4.4.0`
## 1.199.1 - 27.09.2022
### Added
- Set up the language localization for Español (`es`)
- Added support for sectors in mutual funds
## 1.198.0 - 25.09.2022
### Added
- Added support to exclude an account from analysis
- Set up the language localization for Nederlands (`nl`)
## 1.197.0 - 24.09.2022
### Added
- Added the value of the active filter in percentage on the allocations page
- Extended the feature overview page by multi-language support (English, German, Italian)
### Changed
- Combined the performance and chart calculation
- Improved the style of various selectors (density)
## 1.196.0 - 22.09.2022
### Added
- Set up the language localization for Italiano (`it`)
- Extended the landing page
## 1.195.0 - 20.09.2022
### Changed
- Improved the algorithm of the performance chart calculation
### Fixed
- Improved the chart tooltip of the benchmark comparator
## 1.194.0 - 17.09.2022
### Added
- Added `NODE_ENV: production` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
- Visualized the percentage of the active filter on the allocations page
### Changed
- Improved the language localization for German (`de`)
### Fixed
- Respected the end date in the performance chart calculation
### Todo
- Set `NODE_ENV: production` as in [docker-compose.yml](https://github.com/ghostfolio/ghostfolio/blob/main/docker/docker-compose.yml)
## 1.193.0 - 14.09.2022
### Changed
- Sorted the benchmarks by name
- Extended the pricing page
### Fixed
- Fixed the calculations of the exchange rate service by changing `USD` to the base currency
- Fixed the missing assets during the local development
## 1.192.0 - 11.09.2022
### Changed
- Simplified the configuration of the benchmarks: `symbolProfileId` instead of `dataSource` and `symbol`
- Upgraded `yahoo-finance2` from version `2.3.3` to `2.3.6`
### Fixed
- Improved the loading indicator of the benchmark comparator
- Improved the error handling in the benchmark calculation
## 1.191.0 - 10.09.2022
### Changed
- Removed the `currency` and `viewMode` from the `User` database schema
### Fixed
- Allowed the date range change for the demo user
## 1.190.0 - 10.09.2022
### Added
- Added the date range component to the benchmark comparator
### Changed
- Improved the mobile layout of the benchmark comparator
- Migrated the date range setting from the locale storage to the user settings
- Refactored the `currency` and `view mode` in the user settings
## 1.189.0 - 08.09.2022
### Changed
- Distinguished between currency and unit in the chart tooltip
### Fixed
- Fixed the benchmark chart in the benchmark comparator (experimental)
## 1.188.0 - 06.09.2022
### Added
- Added a benchmark comparator (experimental)
### Fixed
- Improved the asset profile details dialog for assets without a (first) activity in the admin control panel
## 1.187.0 - 03.09.2022 ## 1.187.0 - 03.09.2022
### Added ### Added
@ -100,7 +319,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added ### Added
- Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow - Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow
- Set up language localization for German (`de`) - Set up the language localization for German (`de`)
- Resolved the feature graphic of the blog post - Resolved the feature graphic of the blog post
### Changed ### Changed
@ -762,8 +981,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed ### Changed
- Display the value in base currency in the accounts table on mobile - Displayed the value in base currency in the accounts table on mobile
- Display the value in base currency in the activities table on mobile - Displayed the value in base currency in the activities table on mobile
- Renamed `orders` to `activities` in import and export functionality - Renamed `orders` to `activities` in import and export functionality
- Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance` - Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance`
- Improved the pricing page - Improved the pricing page

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@ -153,6 +153,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
### Setup ### Setup
1. Run `yarn install` 1. Run `yarn install`
1. Run `yarn build:dev` to build the source code including the assets
1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io) 1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data 1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
1. Start the server and the client (see [_Development_](#Development)) 1. Start the server and the client (see [_Development_](#Development))

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@ -136,6 +136,18 @@
"baseHref": "/en/", "baseHref": "/en/",
"localize": ["en"] "localize": ["en"]
}, },
"development-es": {
"baseHref": "/es/",
"localize": ["es"]
},
"development-it": {
"baseHref": "/it/",
"localize": ["it"]
},
"development-nl": {
"baseHref": "/nl/",
"localize": ["nl"]
},
"production": { "production": {
"fileReplacements": [ "fileReplacements": [
{ {
@ -180,6 +192,15 @@
"development-en": { "development-en": {
"browserTarget": "client:build:development-en" "browserTarget": "client:build:development-en"
}, },
"development-es": {
"browserTarget": "client:build:development-es"
},
"development-it": {
"browserTarget": "client:build:development-it"
},
"development-nl": {
"browserTarget": "client:build:development-nl"
},
"production": { "production": {
"browserTarget": "client:build:production" "browserTarget": "client:build:production"
} }
@ -191,7 +212,12 @@
"browserTarget": "client:build", "browserTarget": "client:build",
"includeContext": true, "includeContext": true,
"outputPath": "src/locales", "outputPath": "src/locales",
"targetFiles": ["messages.de.xlf"] "targetFiles": [
"messages.de.xlf",
"messages.es.xlf",
"messages.it.xlf",
"messages.nl.xlf"
]
} }
}, },
"lint": { "lint": {
@ -214,6 +240,18 @@
"de": { "de": {
"baseHref": "/de/", "baseHref": "/de/",
"translation": "apps/client/src/locales/messages.de.xlf" "translation": "apps/client/src/locales/messages.de.xlf"
},
"es": {
"baseHref": "/es/",
"translation": "apps/client/src/locales/messages.es.xlf"
},
"it": {
"baseHref": "/it/",
"translation": "apps/client/src/locales/messages.it.xlf"
},
"nl": {
"baseHref": "/nl/",
"translation": "apps/client/src/locales/messages.nl.xlf"
} }
}, },
"sourceLocale": "en" "sourceLocale": "en"

View File

@ -95,9 +95,10 @@ export class AccountController {
); );
let accountsWithAggregations = let accountsWithAggregations =
await this.portfolioService.getAccountsWithAggregations( await this.portfolioService.getAccountsWithAggregations({
impersonationUserId || this.request.user.id userId: impersonationUserId || this.request.user.id,
); withExcludedAccounts: true
});
if ( if (
impersonationUserId || impersonationUserId ||
@ -137,10 +138,11 @@ export class AccountController {
); );
let accountsWithAggregations = let accountsWithAggregations =
await this.portfolioService.getAccountsWithAggregations( await this.portfolioService.getAccountsWithAggregations({
impersonationUserId || this.request.user.id, filters: [{ id, type: 'ACCOUNT' }],
[{ id, type: 'ACCOUNT' }] userId: impersonationUserId || this.request.user.id,
); withExcludedAccounts: true
});
if ( if (
impersonationUserId || impersonationUserId ||

View File

@ -107,15 +107,23 @@ export class AccountService {
public async getCashDetails({ public async getCashDetails({
currency, currency,
filters = [], filters = [],
userId userId,
withExcludedAccounts = false
}: { }: {
currency: string; currency: string;
filters?: Filter[]; filters?: Filter[];
userId: string; userId: string;
withExcludedAccounts?: boolean;
}): Promise<CashDetails> { }): Promise<CashDetails> {
let totalCashBalanceInBaseCurrency = new Big(0); let totalCashBalanceInBaseCurrency = new Big(0);
const where: Prisma.AccountWhereInput = { userId }; const where: Prisma.AccountWhereInput = {
userId
};
if (withExcludedAccounts === false) {
where.isExcluded = false;
}
const { const {
ACCOUNT: filtersByAccount, ACCOUNT: filtersByAccount,

View File

@ -1,5 +1,11 @@
import { AccountType } from '@prisma/client'; import { AccountType } from '@prisma/client';
import { IsNumber, IsString, ValidateIf } from 'class-validator'; import {
IsBoolean,
IsNumber,
IsOptional,
IsString,
ValidateIf
} from 'class-validator';
export class CreateAccountDto { export class CreateAccountDto {
@IsString() @IsString()
@ -11,6 +17,10 @@ export class CreateAccountDto {
@IsString() @IsString()
currency: string; currency: string;
@IsBoolean()
@IsOptional()
isExcluded?: boolean;
@IsString() @IsString()
name: string; name: string;

View File

@ -1,5 +1,11 @@
import { AccountType } from '@prisma/client'; import { AccountType } from '@prisma/client';
import { IsNumber, IsString, ValidateIf } from 'class-validator'; import {
IsBoolean,
IsNumber,
IsOptional,
IsString,
ValidateIf
} from 'class-validator';
export class UpdateAccountDto { export class UpdateAccountDto {
@IsString() @IsString()
@ -14,6 +20,10 @@ export class UpdateAccountDto {
@IsString() @IsString()
id: string; id: string;
@IsBoolean()
@IsOptional()
isExcluded?: boolean;
@IsString() @IsString()
name: string; name: string;

View File

@ -181,10 +181,10 @@ export class AdminService {
public async putSetting(key: string, value: string) { public async putSetting(key: string, value: string) {
let response: Property; let response: Property;
if (value === '') { if (value) {
response = await this.propertyService.delete({ key });
} else {
response = await this.propertyService.put({ key, value }); response = await this.propertyService.put({ key, value });
} else {
response = await this.propertyService.delete({ key });
} }
if (key === PROPERTY_CURRENCIES) { if (key === PROPERTY_CURRENCIES) {

View File

@ -1,7 +1,18 @@
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor'; 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 { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { BenchmarkResponse } from '@ghostfolio/common/interfaces'; import {
import { Controller, Get, UseInterceptors } from '@nestjs/common'; BenchmarkMarketDataDetails,
BenchmarkResponse
} from '@ghostfolio/common/interfaces';
import {
Controller,
Get,
Param,
UseGuards,
UseInterceptors
} from '@nestjs/common';
import { AuthGuard } from '@nestjs/passport';
import { DataSource } from '@prisma/client';
import { BenchmarkService } from './benchmark.service'; import { BenchmarkService } from './benchmark.service';
@ -17,4 +28,21 @@ export class BenchmarkController {
benchmarks: await this.benchmarkService.getBenchmarks() benchmarks: await this.benchmarkService.getBenchmarks()
}; };
} }
@Get(':dataSource/:symbol/:startDateString')
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseGuards(AuthGuard('jwt'))
public async getBenchmarkMarketDataBySymbol(
@Param('dataSource') dataSource: DataSource,
@Param('startDateString') startDateString: string,
@Param('symbol') symbol: string
): Promise<BenchmarkMarketDataDetails> {
const startDate = new Date(startDateString);
return this.benchmarkService.getMarketDataBySymbol({
dataSource,
startDate,
symbol
});
}
} }

View File

@ -1,4 +1,5 @@
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module'; import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module'; import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
@ -18,6 +19,7 @@ import { BenchmarkService } from './benchmark.service';
MarketDataModule, MarketDataModule,
PropertyModule, PropertyModule,
RedisCacheModule, RedisCacheModule,
SymbolModule,
SymbolProfileModule SymbolProfileModule
], ],
providers: [BenchmarkService] providers: [BenchmarkService]

View File

@ -0,0 +1,15 @@
import { BenchmarkService } from './benchmark.service';
describe('BenchmarkService', () => {
let benchmarkService: BenchmarkService;
beforeAll(async () => {
benchmarkService = new BenchmarkService(null, null, null, null, null, null);
});
it('calculateChangeInPercentage', async () => {
expect(benchmarkService.calculateChangeInPercentage(1, 2)).toEqual(1);
expect(benchmarkService.calculateChangeInPercentage(2, 2)).toEqual(0);
expect(benchmarkService.calculateChangeInPercentage(2, 1)).toEqual(-0.5);
});
});

View File

@ -1,12 +1,23 @@
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service'; import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service'; import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service'; import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service'; import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config'; import {
import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces'; MAX_CHART_ITEMS,
PROPERTY_BENCHMARKS
} from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
BenchmarkMarketDataDetails,
BenchmarkResponse,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common'; import { Injectable } from '@nestjs/common';
import { SymbolProfile } from '@prisma/client';
import Big from 'big.js'; import Big from 'big.js';
import { format } from 'date-fns';
import ms from 'ms'; import ms from 'ms';
@Injectable() @Injectable()
@ -18,9 +29,18 @@ export class BenchmarkService {
private readonly marketDataService: MarketDataService, private readonly marketDataService: MarketDataService,
private readonly propertyService: PropertyService, private readonly propertyService: PropertyService,
private readonly redisCacheService: RedisCacheService, private readonly redisCacheService: RedisCacheService,
private readonly symbolProfileService: SymbolProfileService private readonly symbolProfileService: SymbolProfileService,
private readonly symbolService: SymbolService
) {} ) {}
public calculateChangeInPercentage(baseValue: number, currentValue: number) {
if (baseValue && currentValue) {
return new Big(currentValue).div(baseValue).minus(1).toNumber();
}
return 0;
}
public async getBenchmarks({ useCache = true } = {}): Promise< public async getBenchmarks({ useCache = true } = {}): Promise<
BenchmarkResponse['benchmarks'] BenchmarkResponse['benchmarks']
> { > {
@ -38,62 +58,153 @@ export class BenchmarkService {
} catch {} } catch {}
} }
const benchmarkAssets: UniqueAsset[] = const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
((await this.propertyService.getByKey(
PROPERTY_BENCHMARKS
)) as UniqueAsset[]) ?? [];
const promises: Promise<number>[] = []; const promises: Promise<number>[] = [];
const [quotes, assetProfiles] = await Promise.all([ const quotes = await this.dataProviderService.getQuotes(
this.dataProviderService.getQuotes(benchmarkAssets), benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
this.symbolProfileService.getSymbolProfiles(benchmarkAssets) return { dataSource, symbol };
]); })
);
for (const benchmarkAsset of benchmarkAssets) { for (const { dataSource, symbol } of benchmarkAssetProfiles) {
promises.push(this.marketDataService.getMax(benchmarkAsset)); promises.push(this.marketDataService.getMax({ dataSource, symbol }));
} }
const allTimeHighs = await Promise.all(promises); const allTimeHighs = await Promise.all(promises);
let storeInCache = true;
benchmarks = allTimeHighs.map((allTimeHigh, index) => { benchmarks = allTimeHighs.map((allTimeHigh, index) => {
const { marketPrice } = quotes[benchmarkAssets[index].symbol]; const { marketPrice } =
quotes[benchmarkAssetProfiles[index].symbol] ?? {};
let performancePercentFromAllTimeHigh = new Big(0); let performancePercentFromAllTimeHigh = 0;
if (allTimeHigh) { if (allTimeHigh && marketPrice) {
performancePercentFromAllTimeHigh = new Big(marketPrice) performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
.div(allTimeHigh) allTimeHigh,
.minus(1); marketPrice
);
} else {
storeInCache = false;
} }
return { return {
marketCondition: this.getMarketCondition( marketCondition: this.getMarketCondition(
performancePercentFromAllTimeHigh performancePercentFromAllTimeHigh
), ),
name: assetProfiles.find(({ dataSource, symbol }) => { name: benchmarkAssetProfiles[index].name,
return (
dataSource === benchmarkAssets[index].dataSource &&
symbol === benchmarkAssets[index].symbol
);
})?.name,
performances: { performances: {
allTimeHigh: { allTimeHigh: {
performancePercent: performancePercentFromAllTimeHigh.toNumber() performancePercent: performancePercentFromAllTimeHigh
} }
} }
}; };
}); });
await this.redisCacheService.set( if (storeInCache) {
this.CACHE_KEY_BENCHMARKS, await this.redisCacheService.set(
JSON.stringify(benchmarks), this.CACHE_KEY_BENCHMARKS,
ms('4 hours') / 1000 JSON.stringify(benchmarks),
); ms('4 hours') / 1000
);
}
return benchmarks; return benchmarks;
} }
private getMarketCondition(aPerformanceInPercent: Big) { public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
return aPerformanceInPercent.lte(-0.2) ? 'BEAR_MARKET' : 'NEUTRAL_MARKET'; const symbolProfileIds: string[] = (
((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
symbolProfileId: string;
}[]) ?? []
).map(({ symbolProfileId }) => {
return symbolProfileId;
});
const assetProfiles =
await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
return assetProfiles
.map(({ dataSource, id, name, symbol }) => {
return {
dataSource,
id,
name,
symbol
};
})
.sort((a, b) => a.name.localeCompare(b.name));
}
public async getMarketDataBySymbol({
dataSource,
startDate,
symbol
}: { startDate: Date } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
const [currentSymbolItem, marketDataItems] = await Promise.all([
this.symbolService.get({
dataGatheringItem: {
dataSource,
symbol
}
}),
this.marketDataService.marketDataItems({
orderBy: {
date: 'asc'
},
where: {
dataSource,
symbol,
date: {
gte: startDate
}
}
})
]);
const step = Math.round(
marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
);
const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
const response = {
marketData: [
...marketDataItems
.filter((marketDataItem, index) => {
return index % step === 0;
})
.map((marketDataItem) => {
return {
date: format(marketDataItem.date, DATE_FORMAT),
value:
marketPriceAtStartDate === 0
? 0
: this.calculateChangeInPercentage(
marketPriceAtStartDate,
marketDataItem.marketPrice
) * 100
};
})
]
};
if (currentSymbolItem?.marketPrice) {
response.marketData.push({
date: format(new Date(), DATE_FORMAT),
value:
this.calculateChangeInPercentage(
marketPriceAtStartDate,
currentSymbolItem.marketPrice
) * 100
});
}
return response;
}
private getMarketCondition(aPerformanceInPercent: number) {
return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
} }
} }

View File

@ -4,22 +4,51 @@ import * as path from 'path';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service'; import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config'; import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { Injectable, NestMiddleware } from '@nestjs/common'; import { Injectable, NestMiddleware } from '@nestjs/common';
import { ConfigService } from '@nestjs/config';
import { NextFunction, Request, Response } from 'express'; import { NextFunction, Request, Response } from 'express';
@Injectable() @Injectable()
export class FrontendMiddleware implements NestMiddleware { export class FrontendMiddleware implements NestMiddleware {
public indexHtmlDe = fs.readFileSync( public indexHtmlDe = '';
this.getPathOfIndexHtmlFile('de'), public indexHtmlEn = '';
'utf8' public indexHtmlEs = '';
); public indexHtmlIt = '';
public indexHtmlEn = fs.readFileSync( public indexHtmlNl = '';
this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE), public isProduction: boolean;
'utf8'
);
public constructor( public constructor(
private readonly configService: ConfigService,
private readonly configurationService: ConfigurationService private readonly configurationService: ConfigurationService
) {} ) {
const NODE_ENV =
this.configService.get<'development' | 'production'>('NODE_ENV') ??
'development';
this.isProduction = NODE_ENV === 'production';
try {
this.indexHtmlDe = fs.readFileSync(
this.getPathOfIndexHtmlFile('de'),
'utf8'
);
this.indexHtmlEn = fs.readFileSync(
this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
'utf8'
);
this.indexHtmlEs = fs.readFileSync(
this.getPathOfIndexHtmlFile('es'),
'utf8'
);
this.indexHtmlIt = fs.readFileSync(
this.getPathOfIndexHtmlFile('it'),
'utf8'
);
this.indexHtmlNl = fs.readFileSync(
this.getPathOfIndexHtmlFile('nl'),
'utf8'
);
} catch {}
}
public use(req: Request, res: Response, next: NextFunction) { public use(req: Request, res: Response, next: NextFunction) {
let featureGraphicPath = 'assets/cover.png'; let featureGraphicPath = 'assets/cover.png';
@ -29,9 +58,18 @@ export class FrontendMiddleware implements NestMiddleware {
req.path === '/en/blog/2022/08/500-stars-on-github/' req.path === '/en/blog/2022/08/500-stars-on-github/'
) { ) {
featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg'; featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
} else if (
req.path === '/en/blog/2022/10/hacktoberfest-2022' ||
req.path === '/en/blog/2022/10/hacktoberfest-2022/'
) {
featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
} }
if (req.path.startsWith('/api/') || this.isFileRequest(req.url)) { if (
req.path.startsWith('/api/') ||
this.isFileRequest(req.url) ||
!this.isProduction
) {
// Skip // Skip
next(); next();
} else if (req.path === '/de' || req.path.startsWith('/de/')) { } else if (req.path === '/de' || req.path.startsWith('/de/')) {
@ -43,6 +81,33 @@ export class FrontendMiddleware implements NestMiddleware {
rootUrl: this.configurationService.get('ROOT_URL') rootUrl: this.configurationService.get('ROOT_URL')
}) })
); );
} else if (req.path === '/es' || req.path.startsWith('/es/')) {
res.send(
this.interpolate(this.indexHtmlEs, {
featureGraphicPath,
languageCode: 'es',
path: req.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (req.path === '/it' || req.path.startsWith('/it/')) {
res.send(
this.interpolate(this.indexHtmlIt, {
featureGraphicPath,
languageCode: 'it',
path: req.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (req.path === '/nl' || req.path.startsWith('/nl/')) {
res.send(
this.interpolate(this.indexHtmlNl, {
featureGraphicPath,
languageCode: 'nl',
path: req.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else { } else {
res.send( res.send(
this.interpolate(this.indexHtmlEn, { this.interpolate(this.indexHtmlEn, {

View File

@ -1,5 +1,6 @@
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { InfoItem } from '@ghostfolio/common/interfaces'; import { InfoItem } from '@ghostfolio/common/interfaces';
import { Controller, Get } from '@nestjs/common'; import { Controller, Get, UseInterceptors } from '@nestjs/common';
import { InfoService } from './info.service'; import { InfoService } from './info.service';
@ -8,6 +9,7 @@ export class InfoController {
public constructor(private readonly infoService: InfoService) {} public constructor(private readonly infoService: InfoService) {}
@Get() @Get()
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getInfo(): Promise<InfoItem> { public async getInfo(): Promise<InfoItem> {
return this.infoService.get(); return this.infoService.get();
} }

View File

@ -1,3 +1,4 @@
import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module'; import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module'; import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@ -16,6 +17,7 @@ import { InfoService } from './info.service';
@Module({ @Module({
controllers: [InfoController], controllers: [InfoController],
imports: [ imports: [
BenchmarkModule,
ConfigurationModule, ConfigurationModule,
DataGatheringModule, DataGatheringModule,
DataProviderModule, DataProviderModule,

View File

@ -1,3 +1,4 @@
import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service'; import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
@ -31,6 +32,7 @@ export class InfoService {
private static CACHE_KEY_STATISTICS = 'STATISTICS'; private static CACHE_KEY_STATISTICS = 'STATISTICS';
public constructor( public constructor(
private readonly benchmarkService: BenchmarkService,
private readonly configurationService: ConfigurationService, private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService, private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly jwtService: JwtService, private readonly jwtService: JwtService,
@ -108,6 +110,7 @@ export class InfoService {
platforms, platforms,
systemMessage, systemMessage,
baseCurrency: this.configurationService.get('BASE_CURRENCY'), baseCurrency: this.configurationService.get('BASE_CURRENCY'),
benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
currencies: this.exchangeRateDataService.getCurrencies(), currencies: this.exchangeRateDataService.getCurrencies(),
demoAuthToken: this.getDemoAuthToken(), demoAuthToken: this.getDemoAuthToken(),
statistics: await this.getStatistics(), statistics: await this.getStatistics(),
@ -142,6 +145,27 @@ export class InfoService {
}); });
} }
private async countDockerHubPulls(): Promise<number> {
try {
const get = bent(
`https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
'GET',
'json',
200,
{
'User-Agent': 'request'
}
);
const { pull_count } = await get();
return pull_count;
} catch (error) {
Logger.error(error, 'InfoService');
return undefined;
}
}
private async countGitHubContributors(): Promise<number> { private async countGitHubContributors(): Promise<number> {
try { try {
const get = bent( const get = bent(
@ -242,6 +266,8 @@ export class InfoService {
const activeUsers1d = await this.countActiveUsers(1); const activeUsers1d = await this.countActiveUsers(1);
const activeUsers30d = await this.countActiveUsers(30); const activeUsers30d = await this.countActiveUsers(30);
const newUsers30d = await this.countNewUsers(30); const newUsers30d = await this.countNewUsers(30);
const dockerHubPulls = await this.countDockerHubPulls();
const gitHubContributors = await this.countGitHubContributors(); const gitHubContributors = await this.countGitHubContributors();
const gitHubStargazers = await this.countGitHubStargazers(); const gitHubStargazers = await this.countGitHubStargazers();
const slackCommunityUsers = await this.countSlackCommunityUsers(); const slackCommunityUsers = await this.countSlackCommunityUsers();
@ -249,6 +275,7 @@ export class InfoService {
statistics = { statistics = {
activeUsers1d, activeUsers1d,
activeUsers30d, activeUsers30d,
dockerHubPulls,
gitHubContributors, gitHubContributors,
gitHubStargazers, gitHubStargazers,
newUsers30d, newUsers30d,

View File

@ -3,8 +3,8 @@ import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor'; import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor'; 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 { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { ApiService } from '@ghostfolio/api/services/api/api.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service'; import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { Filter } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types'; import type { RequestWithUser } from '@ghostfolio/common/types';
import { import {
@ -36,6 +36,7 @@ import { UpdateOrderDto } from './update-order.dto';
@Controller('order') @Controller('order')
export class OrderController { export class OrderController {
public constructor( public constructor(
private readonly apiService: ApiService,
private readonly impersonationService: ImpersonationService, private readonly impersonationService: ImpersonationService,
private readonly orderService: OrderService, private readonly orderService: OrderService,
@Inject(REQUEST) private readonly request: RequestWithUser, @Inject(REQUEST) private readonly request: RequestWithUser,
@ -73,43 +74,25 @@ export class OrderController {
@Query('assetClasses') filterByAssetClasses?: string, @Query('assetClasses') filterByAssetClasses?: string,
@Query('tags') filterByTags?: string @Query('tags') filterByTags?: string
): Promise<Activities> { ): Promise<Activities> {
const accountIds = filterByAccounts?.split(',') ?? []; const filters = this.apiService.buildFiltersFromQueryParams({
const assetClasses = filterByAssetClasses?.split(',') ?? []; filterByAccounts,
const tagIds = filterByTags?.split(',') ?? []; filterByAssetClasses,
filterByTags
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 = const impersonationUserId =
await this.impersonationService.validateImpersonationId( await this.impersonationService.validateImpersonationId(
impersonationId, impersonationId,
this.request.user.id this.request.user.id
); );
const userCurrency = this.request.user.Settings.currency; const userCurrency = this.request.user.Settings.settings.baseCurrency;
let activities = await this.orderService.getOrders({ let activities = await this.orderService.getOrders({
filters, filters,
userCurrency, userCurrency,
includeDrafts: true, includeDrafts: true,
userId: impersonationUserId || this.request.user.id userId: impersonationUserId || this.request.user.id,
withExcludedAccounts: true
}); });
if ( if (

View File

@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CacheModule } from '@ghostfolio/api/app/cache/cache.module'; import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { UserModule } from '@ghostfolio/api/app/user/user.module'; import { UserModule } from '@ghostfolio/api/app/user/user.module';
import { ApiModule } from '@ghostfolio/api/services/api/api.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module'; import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module'; import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@ -18,6 +19,7 @@ import { OrderService } from './order.service';
controllers: [OrderController], controllers: [OrderController],
exports: [OrderService], exports: [OrderService],
imports: [ imports: [
ApiModule,
CacheModule, CacheModule,
ConfigurationModule, ConfigurationModule,
DataGatheringModule, DataGatheringModule,

View File

@ -189,13 +189,15 @@ export class OrderService {
includeDrafts = false, includeDrafts = false,
types, types,
userCurrency, userCurrency,
userId userId,
withExcludedAccounts = false
}: { }: {
filters?: Filter[]; filters?: Filter[];
includeDrafts?: boolean; includeDrafts?: boolean;
types?: TypeOfOrder[]; types?: TypeOfOrder[];
userCurrency: string; userCurrency: string;
userId: string; userId: string;
withExcludedAccounts?: boolean;
}): Promise<Activity[]> { }): Promise<Activity[]> {
const where: Prisma.OrderWhereInput = { userId }; const where: Prisma.OrderWhereInput = { userId };
@ -284,24 +286,28 @@ export class OrderService {
}, },
orderBy: { date: 'asc' } orderBy: { date: 'asc' }
}) })
).map((order) => { )
const value = new Big(order.quantity).mul(order.unitPrice).toNumber(); .filter((order) => {
return withExcludedAccounts || order.Account?.isExcluded === false;
})
.map((order) => {
const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
return { return {
...order, ...order,
value,
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
order.fee,
order.SymbolProfile.currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value, value,
order.SymbolProfile.currency, feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
userCurrency order.fee,
) order.SymbolProfile.currency,
}; userCurrency
}); ),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
order.SymbolProfile.currency,
userCurrency
)
};
});
} }
public async updateOrder({ public async updateOrder({

View File

@ -14,14 +14,14 @@ import {
format, format,
isAfter, isAfter,
isBefore, isBefore,
isSameDay,
isSameMonth, isSameMonth,
isSameYear, isSameYear,
isWithinInterval,
max, max,
min, min,
set set
} from 'date-fns'; } from 'date-fns';
import { first, flatten, isNumber, sortBy } from 'lodash'; import { first, flatten, isNumber, last, sortBy } from 'lodash';
import { CurrentRateService } from './current-rate.service'; import { CurrentRateService } from './current-rate.service';
import { CurrentPositions } from './interfaces/current-positions.interface'; import { CurrentPositions } from './interfaces/current-positions.interface';
@ -168,6 +168,133 @@ export class PortfolioCalculator {
this.transactionPoints = transactionPoints; this.transactionPoints = transactionPoints;
} }
public async getChartData(start: Date, end = new Date(Date.now()), step = 1) {
const symbols: { [symbol: string]: boolean } = {};
const transactionPointsBeforeEndDate =
this.transactionPoints?.filter((transactionPoint) => {
return isBefore(parseDate(transactionPoint.date), end);
}) ?? [];
const firstIndex = transactionPointsBeforeEndDate.length;
const dates: Date[] = [];
const dataGatheringItems: IDataGatheringItem[] = [];
const currencies: { [symbol: string]: string } = {};
let day = start;
while (isBefore(day, end)) {
dates.push(resetHours(day));
day = addDays(day, step);
}
if (!isSameDay(last(dates), end)) {
dates.push(resetHours(end));
}
for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
dataGatheringItems.push({
dataSource: item.dataSource,
symbol: item.symbol
});
currencies[item.symbol] = item.currency;
symbols[item.symbol] = true;
}
const marketSymbols = await this.currentRateService.getValues({
currencies,
dataGatheringItems,
dateQuery: {
in: dates
},
userCurrency: this.currency
});
const marketSymbolMap: {
[date: string]: { [symbol: string]: Big };
} = {};
for (const marketSymbol of marketSymbols) {
const dateString = format(marketSymbol.date, DATE_FORMAT);
if (!marketSymbolMap[dateString]) {
marketSymbolMap[dateString] = {};
}
if (marketSymbol.marketPriceInBaseCurrency) {
marketSymbolMap[dateString][marketSymbol.symbol] = new Big(
marketSymbol.marketPriceInBaseCurrency
);
}
}
const netPerformanceValuesBySymbol: {
[symbol: string]: { [date: string]: Big };
} = {};
const investmentValuesBySymbol: {
[symbol: string]: { [date: string]: Big };
} = {};
const totalNetPerformanceValues: { [date: string]: Big } = {};
const totalInvestmentValues: { [date: string]: Big } = {};
for (const symbol of Object.keys(symbols)) {
const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
end,
marketSymbolMap,
start,
step,
symbol,
isChartMode: true
});
netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
investmentValuesBySymbol[symbol] = investmentValues;
}
for (const currentDate of dates) {
const dateString = format(currentDate, DATE_FORMAT);
for (const symbol of Object.keys(netPerformanceValuesBySymbol)) {
totalNetPerformanceValues[dateString] =
totalNetPerformanceValues[dateString] ?? new Big(0);
if (netPerformanceValuesBySymbol[symbol]?.[dateString]) {
totalNetPerformanceValues[dateString] = totalNetPerformanceValues[
dateString
].add(netPerformanceValuesBySymbol[symbol][dateString]);
}
totalInvestmentValues[dateString] =
totalInvestmentValues[dateString] ?? new Big(0);
if (investmentValuesBySymbol[symbol]?.[dateString]) {
totalInvestmentValues[dateString] = totalInvestmentValues[
dateString
].add(investmentValuesBySymbol[symbol][dateString]);
}
}
}
return Object.keys(totalNetPerformanceValues).map((date) => {
const netPerformanceInPercentage = totalInvestmentValues[date].eq(0)
? 0
: totalNetPerformanceValues[date]
.div(totalInvestmentValues[date])
.mul(100)
.toNumber();
return {
date,
netPerformanceInPercentage,
netPerformance: totalNetPerformanceValues[date].toNumber(),
totalInvestment: totalInvestmentValues[date].toNumber(),
value: totalInvestmentValues[date]
.plus(totalNetPerformanceValues[date])
.toNumber()
};
});
}
public async getCurrentPositions( public async getCurrentPositions(
start: Date, start: Date,
end = new Date(Date.now()) end = new Date(Date.now())
@ -710,15 +837,19 @@ export class PortfolioCalculator {
private getSymbolMetrics({ private getSymbolMetrics({
end, end,
isChartMode = false,
marketSymbolMap, marketSymbolMap,
start, start,
step = 1,
symbol symbol
}: { }: {
end: Date; end: Date;
isChartMode?: boolean;
marketSymbolMap: { marketSymbolMap: {
[date: string]: { [symbol: string]: Big }; [date: string]: { [symbol: string]: Big };
}; };
start: Date; start: Date;
step?: number;
symbol: string; symbol: string;
}) { }) {
let orders: PortfolioOrderItem[] = this.orders.filter((order) => { let orders: PortfolioOrderItem[] = this.orders.filter((order) => {
@ -767,10 +898,12 @@ export class PortfolioCalculator {
let grossPerformanceFromSells = new Big(0); let grossPerformanceFromSells = new Big(0);
let initialValue: Big; let initialValue: Big;
let investmentAtStartDate: Big; let investmentAtStartDate: Big;
const investmentValues: { [date: string]: Big } = {};
let lastAveragePrice = new Big(0); let lastAveragePrice = new Big(0);
let lastTransactionInvestment = new Big(0); let lastTransactionInvestment = new Big(0);
let lastValueOfInvestmentBeforeTransaction = new Big(0); let lastValueOfInvestmentBeforeTransaction = new Big(0);
let maxTotalInvestment = new Big(0); let maxTotalInvestment = new Big(0);
const netPerformanceValues: { [date: string]: Big } = {};
let timeWeightedGrossPerformancePercentage = new Big(1); let timeWeightedGrossPerformancePercentage = new Big(1);
let timeWeightedNetPerformancePercentage = new Big(1); let timeWeightedNetPerformancePercentage = new Big(1);
let totalInvestment = new Big(0); let totalInvestment = new Big(0);
@ -805,6 +938,41 @@ export class PortfolioCalculator {
unitPrice: unitPriceAtEndDate unitPrice: unitPriceAtEndDate
}); });
let day = start;
let lastUnitPrice: Big;
if (isChartMode) {
const datesWithOrders = {};
for (const order of orders) {
datesWithOrders[order.date] = true;
}
while (isBefore(day, end)) {
const hasDate = datesWithOrders[format(day, DATE_FORMAT)];
if (!hasDate) {
orders.push({
symbol,
currency: null,
date: format(day, DATE_FORMAT),
dataSource: null,
fee: new Big(0),
name: '',
quantity: new Big(0),
type: TypeOfOrder.BUY,
unitPrice:
marketSymbolMap[format(day, DATE_FORMAT)]?.[symbol] ??
lastUnitPrice
});
}
lastUnitPrice = last(orders).unitPrice;
day = addDays(day, step);
}
}
// Sort orders so that the start and end placeholder order are at the right // Sort orders so that the start and end placeholder order are at the right
// position // position
orders = sortBy(orders, (order) => { orders = sortBy(orders, (order) => {
@ -967,6 +1135,18 @@ export class PortfolioCalculator {
feesAtStartDate = fees; feesAtStartDate = fees;
grossPerformanceAtStartDate = grossPerformance; grossPerformanceAtStartDate = grossPerformance;
} }
if (isChartMode && i > indexOfStartOrder) {
netPerformanceValues[order.date] = grossPerformance
.minus(grossPerformanceAtStartDate)
.minus(fees.minus(feesAtStartDate));
investmentValues[order.date] = totalInvestment;
}
if (i === indexOfEndOrder) {
break;
}
} }
timeWeightedGrossPerformancePercentage = timeWeightedGrossPerformancePercentage =
@ -1052,7 +1232,9 @@ export class PortfolioCalculator {
return { return {
initialValue, initialValue,
grossPerformancePercentage, grossPerformancePercentage,
investmentValues,
netPerformancePercentage, netPerformancePercentage,
netPerformanceValues,
hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate), hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
netPerformance: totalNetPerformance, netPerformance: totalNetPerformance,
grossPerformance: totalGrossPerformance grossPerformance: totalGrossPerformance

View File

@ -7,18 +7,16 @@ import {
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor'; import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor'; 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 { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { ApiService } from '@ghostfolio/api/services/api/api.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service'; import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { parseDate } from '@ghostfolio/common/helper'; import { parseDate } from '@ghostfolio/common/helper';
import { import {
Filter,
PortfolioChart,
PortfolioDetails, PortfolioDetails,
PortfolioInvestments, PortfolioInvestments,
PortfolioPerformanceResponse, PortfolioPerformanceResponse,
PortfolioPublicDetails, PortfolioPublicDetails,
PortfolioReport, PortfolioReport
PortfolioSummary
} from '@ghostfolio/common/interfaces'; } from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface'; import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type { import type {
@ -40,7 +38,7 @@ import {
} from '@nestjs/common'; } from '@nestjs/common';
import { REQUEST } from '@nestjs/core'; import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport'; import { AuthGuard } from '@nestjs/passport';
import { ViewMode } from '@prisma/client'; import Big from 'big.js';
import { StatusCodes, getReasonPhrase } from 'http-status-codes'; import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface'; import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@ -53,6 +51,7 @@ export class PortfolioController {
public constructor( public constructor(
private readonly accessService: AccessService, private readonly accessService: AccessService,
private readonly apiService: ApiService,
private readonly configurationService: ConfigurationService, private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService, private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly portfolioService: PortfolioService, private readonly portfolioService: PortfolioService,
@ -62,75 +61,6 @@ export class PortfolioController {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY'); this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
} }
@Get('chart')
@UseGuards(AuthGuard('jwt'))
public async getChart(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
): Promise<PortfolioChart> {
const historicalDataContainer = await this.portfolioService.getChart(
impersonationId,
range
);
let chartData = historicalDataContainer.items;
let hasError = false;
chartData.forEach((chartDataItem) => {
if (hasNotDefinedValuesInObject(chartDataItem)) {
hasError = true;
}
});
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
let maxValue = 0;
chartData.forEach((portfolioItem) => {
if (portfolioItem.value > maxValue) {
maxValue = portfolioItem.value;
}
});
chartData = chartData.map((historicalDataItem) => {
return {
...historicalDataItem,
marketPrice: Number((historicalDataItem.value / maxValue).toFixed(2))
};
});
}
return {
hasError,
chart: chartData,
isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
isAllTimeLow: historicalDataContainer.isAllTimeLow
};
}
@Get('chart')
@UseGuards(AuthGuard('jwt'))
@Version('2')
public async getChartV2(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
): Promise<PortfolioChart> {
const historicalDataContainer = await this.portfolioService.getChartV2(
impersonationId,
range
);
return {
chart: historicalDataContainer.items,
hasError: false,
isAllTimeHigh: false,
isAllTimeLow: false
};
}
@Get('details') @Get('details')
@UseGuards(AuthGuard('jwt')) @UseGuards(AuthGuard('jwt'))
@UseInterceptors(RedactValuesInResponseInterceptor) @UseInterceptors(RedactValuesInResponseInterceptor)
@ -139,48 +69,38 @@ export class PortfolioController {
@Headers('impersonation-id') impersonationId: string, @Headers('impersonation-id') impersonationId: string,
@Query('accounts') filterByAccounts?: string, @Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string, @Query('assetClasses') filterByAssetClasses?: string,
@Query('range') range?: DateRange, @Query('range') dateRange: DateRange = 'max',
@Query('tags') filterByTags?: string @Query('tags') filterByTags?: string
): Promise<PortfolioDetails & { hasError: boolean }> { ): Promise<PortfolioDetails & { hasError: boolean }> {
let hasError = false; let hasError = false;
const accountIds = filterByAccounts?.split(',') ?? []; const filters = this.apiService.buildFiltersFromQueryParams({
const assetClasses = filterByAssetClasses?.split(',') ?? []; filterByAccounts,
const tagIds = filterByTags?.split(',') ?? []; filterByAssetClasses,
filterByTags
});
const filters: Filter[] = [ const {
...accountIds.map((accountId) => { accounts,
return <Filter>{ filteredValueInBaseCurrency,
id: accountId, filteredValueInPercentage,
type: 'ACCOUNT' hasErrors,
}; holdings,
}), summary,
...assetClasses.map((assetClass) => { totalValueInBaseCurrency
return <Filter>{ } = await this.portfolioService.getDetails({
id: assetClass, dateRange,
type: 'ASSET_CLASS' filters,
}; impersonationId,
}), userId: this.request.user.id
...tagIds.map((tagId) => { });
return <Filter>{
id: tagId,
type: 'TAG'
};
})
];
const { accounts, holdings, hasErrors } =
await this.portfolioService.getDetails(
impersonationId,
this.request.user.id,
range,
filters
);
if (hasErrors || hasNotDefinedValuesInObject(holdings)) { if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
hasError = true; hasError = true;
} }
let portfolioSummary = summary;
if ( if (
impersonationId || impersonationId ||
this.userService.isRestrictedView(this.request.user) this.userService.isRestrictedView(this.request.user)
@ -196,7 +116,7 @@ export class PortfolioController {
return this.exchangeRateDataService.toCurrency( return this.exchangeRateDataService.toCurrency(
portfolioPosition.quantity * portfolioPosition.marketPrice, portfolioPosition.quantity * portfolioPosition.marketPrice,
portfolioPosition.currency, portfolioPosition.currency,
this.request.user.Settings.currency this.request.user.Settings.settings.baseCurrency
); );
}) })
.reduce((a, b) => a + b, 0); .reduce((a, b) => a + b, 0);
@ -214,6 +134,22 @@ export class PortfolioController {
accounts[name].current = current / totalValue; accounts[name].current = current / totalValue;
accounts[name].original = original / totalInvestment; accounts[name].original = original / totalInvestment;
} }
portfolioSummary = nullifyValuesInObject(summary, [
'cash',
'committedFunds',
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'dividend',
'emergencyFund',
'excludedAccountsAndActivities',
'fees',
'items',
'netWorth',
'totalBuy',
'totalSell'
]);
} }
let hasDetails = true; let hasDetails = true;
@ -235,8 +171,12 @@ export class PortfolioController {
return { return {
accounts, accounts,
filteredValueInBaseCurrency,
filteredValueInPercentage,
hasError, hasError,
holdings holdings,
totalValueInBaseCurrency,
summary: hasDetails ? portfolioSummary : undefined
}; };
} }
@ -244,6 +184,7 @@ export class PortfolioController {
@UseGuards(AuthGuard('jwt')) @UseGuards(AuthGuard('jwt'))
public async getInvestments( public async getInvestments(
@Headers('impersonation-id') impersonationId: string, @Headers('impersonation-id') impersonationId: string,
@Query('range') dateRange: DateRange = 'max',
@Query('groupBy') groupBy?: GroupBy @Query('groupBy') groupBy?: GroupBy
): Promise<PortfolioInvestments> { ): Promise<PortfolioInvestments> {
if ( if (
@ -259,12 +200,16 @@ export class PortfolioController {
let investments: InvestmentItem[]; let investments: InvestmentItem[];
if (groupBy === 'month') { if (groupBy === 'month') {
investments = await this.portfolioService.getInvestments( investments = await this.portfolioService.getInvestments({
dateRange,
impersonationId, impersonationId,
'month' groupBy: 'month'
); });
} else { } else {
investments = await this.portfolioService.getInvestments(impersonationId); investments = await this.portfolioService.getInvestments({
dateRange,
impersonationId
});
} }
if ( if (
@ -282,29 +227,50 @@ export class PortfolioController {
})); }));
} }
return { firstOrderDate: parseDate(investments[0]?.date), investments }; return { investments };
} }
@Get('performance') @Get('performance')
@UseGuards(AuthGuard('jwt')) @UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInResponseInterceptor) @UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPerformance( @Version('2')
public async getPerformanceV2(
@Headers('impersonation-id') impersonationId: string, @Headers('impersonation-id') impersonationId: string,
@Query('range') range @Query('range') dateRange: DateRange = 'max'
): Promise<PortfolioPerformanceResponse> { ): Promise<PortfolioPerformanceResponse> {
const performanceInformation = await this.portfolioService.getPerformance( const performanceInformation = await this.portfolioService.getPerformance({
impersonationId, dateRange,
range impersonationId
); });
if ( if (
impersonationId || impersonationId ||
this.request.user.Settings.viewMode === ViewMode.ZEN || this.request.user.Settings.settings.viewMode === 'ZEN' ||
this.userService.isRestrictedView(this.request.user) this.userService.isRestrictedView(this.request.user)
) { ) {
performanceInformation.chart = performanceInformation.chart.map(
({ date, netPerformanceInPercentage, totalInvestment, value }) => {
return {
date,
netPerformanceInPercentage,
totalInvestment: new Big(totalInvestment)
.div(performanceInformation.performance.totalInvestment)
.toNumber(),
value: new Big(value)
.div(performanceInformation.performance.currentValue)
.toNumber()
};
}
);
performanceInformation.performance = nullifyValuesInObject( performanceInformation.performance = nullifyValuesInObject(
performanceInformation.performance, performanceInformation.performance,
['currentGrossPerformance', 'currentValue'] [
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'totalInvestment'
]
); );
} }
@ -316,11 +282,11 @@ export class PortfolioController {
@UseInterceptors(TransformDataSourceInResponseInterceptor) @UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPositions( public async getPositions(
@Headers('impersonation-id') impersonationId: string, @Headers('impersonation-id') impersonationId: string,
@Query('range') range @Query('range') dateRange: DateRange = 'max'
): Promise<PortfolioPositions> { ): Promise<PortfolioPositions> {
const result = await this.portfolioService.getPositions( const result = await this.portfolioService.getPositions(
impersonationId, impersonationId,
range dateRange
); );
if ( if (
@ -361,12 +327,12 @@ export class PortfolioController {
hasDetails = user.subscription.type === 'Premium'; hasDetails = user.subscription.type === 'Premium';
} }
const { holdings } = await this.portfolioService.getDetails( const { holdings } = await this.portfolioService.getDetails({
access.userId, dateRange: 'max',
access.userId, filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
'max', impersonationId: access.userId,
[{ id: 'EQUITY', type: 'ASSET_CLASS' }] userId: access.userId
); });
const portfolioPublicDetails: PortfolioPublicDetails = { const portfolioPublicDetails: PortfolioPublicDetails = {
hasDetails, hasDetails,
@ -379,7 +345,8 @@ export class PortfolioController {
return this.exchangeRateDataService.toCurrency( return this.exchangeRateDataService.toCurrency(
portfolioPosition.quantity * portfolioPosition.marketPrice, portfolioPosition.quantity * portfolioPosition.marketPrice,
portfolioPosition.currency, portfolioPosition.currency,
this.request.user?.Settings?.currency ?? this.baseCurrency this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency
); );
}) })
.reduce((a, b) => a + b, 0); .reduce((a, b) => a + b, 0);
@ -402,46 +369,6 @@ export class PortfolioController {
return portfolioPublicDetails; return portfolioPublicDetails;
} }
@Get('summary')
@UseGuards(AuthGuard('jwt'))
public async getSummary(
@Headers('impersonation-id') impersonationId
): Promise<PortfolioSummary> {
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
let summary = await this.portfolioService.getSummary(impersonationId);
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
summary = nullifyValuesInObject(summary, [
'cash',
'committedFunds',
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'dividend',
'emergencyFund',
'fees',
'items',
'netWorth',
'totalBuy',
'totalSell'
]);
}
return summary;
}
@Get('position/:dataSource/:symbol') @Get('position/:dataSource/:symbol')
@UseInterceptors(TransformDataSourceInRequestInterceptor) @UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor) @UseInterceptors(TransformDataSourceInResponseInterceptor)

View File

@ -2,6 +2,7 @@ import { AccessModule } from '@ghostfolio/api/app/access/access.module';
import { AccountService } from '@ghostfolio/api/app/account/account.service'; import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { OrderModule } from '@ghostfolio/api/app/order/order.module'; import { OrderModule } from '@ghostfolio/api/app/order/order.module';
import { UserModule } from '@ghostfolio/api/app/user/user.module'; import { UserModule } from '@ghostfolio/api/app/user/user.module';
import { ApiModule } from '@ghostfolio/api/services/api/api.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module'; import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module'; import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@ -22,6 +23,7 @@ import { RulesService } from './rules.service';
exports: [PortfolioService], exports: [PortfolioService],
imports: [ imports: [
AccessModule, AccessModule,
ApiModule,
ConfigurationModule, ConfigurationModule,
DataGatheringModule, DataGatheringModule,
DataProviderModule, DataProviderModule,

View File

@ -5,7 +5,6 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface'; import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface'; import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface'; import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
import { UserService } from '@ghostfolio/api/app/user/user.service'; import { UserService } from '@ghostfolio/api/app/user/user.service';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment'; import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment'; import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
@ -22,6 +21,7 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service'; import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { import {
ASSET_SUB_CLASS_EMERGENCY_FUND, ASSET_SUB_CLASS_EMERGENCY_FUND,
MAX_CHART_ITEMS,
UNKNOWN_KEY UNKNOWN_KEY
} from '@ghostfolio/common/config'; } from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper'; import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
@ -35,7 +35,8 @@ import {
PortfolioReport, PortfolioReport,
PortfolioSummary, PortfolioSummary,
Position, Position,
TimelinePosition TimelinePosition,
UserSettings
} from '@ghostfolio/common/interfaces'; } from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface'; import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type { import type {
@ -49,15 +50,17 @@ import type {
import { Inject, Injectable } from '@nestjs/common'; import { Inject, Injectable } from '@nestjs/common';
import { REQUEST } from '@nestjs/core'; import { REQUEST } from '@nestjs/core';
import { import {
Account,
AssetClass, AssetClass,
DataSource, DataSource,
Order,
Platform,
Prisma, Prisma,
Tag, Tag,
Type as TypeOfOrder Type as TypeOfOrder
} from '@prisma/client'; } from '@prisma/client';
import Big from 'big.js'; import Big from 'big.js';
import { import {
addDays,
differenceInDays, differenceInDays,
endOfToday, endOfToday,
format, format,
@ -72,7 +75,7 @@ import {
subDays, subDays,
subYears subYears
} from 'date-fns'; } from 'date-fns';
import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash'; import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
import { import {
HistoricalDataContainer, HistoricalDataContainer,
@ -86,7 +89,6 @@ const emergingMarkets = require('../../assets/countries/emerging-markets.json');
@Injectable() @Injectable()
export class PortfolioService { export class PortfolioService {
private static readonly MAX_CHART_ITEMS = 250;
private baseCurrency: string; private baseCurrency: string;
public constructor( public constructor(
@ -105,14 +107,19 @@ export class PortfolioService {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY'); this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
} }
public async getAccounts( public async getAccounts({
aUserId: string, filters,
aFilters?: Filter[] userId,
): Promise<AccountWithValue[]> { withExcludedAccounts = false
const where: Prisma.AccountWhereInput = { userId: aUserId }; }: {
filters?: Filter[];
userId: string;
withExcludedAccounts?: boolean;
}): Promise<AccountWithValue[]> {
const where: Prisma.AccountWhereInput = { userId: userId };
if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') { if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
where.id = aFilters[0].id; where.id = filters[0].id;
} }
const [accounts, details] = await Promise.all([ const [accounts, details] = await Promise.all([
@ -121,10 +128,15 @@ export class PortfolioService {
include: { Order: true, Platform: true }, include: { Order: true, Platform: true },
orderBy: { name: 'asc' } orderBy: { name: 'asc' }
}), }),
this.getDetails(aUserId, aUserId, undefined, aFilters) this.getDetails({
filters,
userId,
withExcludedAccounts,
impersonationId: userId
})
]); ]);
const userCurrency = this.request.user.Settings.currency; const userCurrency = this.request.user.Settings.settings.baseCurrency;
return accounts.map((account) => { return accounts.map((account) => {
let transactionCount = 0; let transactionCount = 0;
@ -159,11 +171,20 @@ export class PortfolioService {
}); });
} }
public async getAccountsWithAggregations( public async getAccountsWithAggregations({
aUserId: string, filters,
aFilters?: Filter[] userId,
): Promise<Accounts> { withExcludedAccounts = false
const accounts = await this.getAccounts(aUserId, aFilters); }: {
filters?: Filter[];
userId: string;
withExcludedAccounts?: boolean;
}): Promise<Accounts> {
const accounts = await this.getAccounts({
filters,
userId,
withExcludedAccounts
});
let totalBalanceInBaseCurrency = new Big(0); let totalBalanceInBaseCurrency = new Big(0);
let totalValueInBaseCurrency = new Big(0); let totalValueInBaseCurrency = new Big(0);
let transactionCount = 0; let transactionCount = 0;
@ -186,11 +207,16 @@ export class PortfolioService {
}; };
} }
public async getInvestments( public async getInvestments({
aImpersonationId: string, dateRange,
groupBy?: GroupBy impersonationId,
): Promise<InvestmentItem[]> { groupBy
const userId = await this.getUserId(aImpersonationId, this.request.user.id); }: {
dateRange: DateRange;
impersonationId: string;
groupBy?: GroupBy;
}): Promise<InvestmentItem[]> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } = const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({ await this.getTransactionPoints({
@ -199,7 +225,7 @@ export class PortfolioService {
}); });
const portfolioCalculator = new PortfolioCalculator({ const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency, currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService, currentRateService: this.currentRateService,
orders: portfolioOrders orders: portfolioOrders
}); });
@ -262,105 +288,28 @@ export class PortfolioService {
} }
} }
return sortBy(investments, (investment) => { investments = sortBy(investments, (investment) => {
return investment.date; return investment.date;
}); });
}
public async getChart( const startDate = this.getStartDate(
aImpersonationId: string, dateRange,
aDateRange: DateRange = 'max' parseDate(investments[0]?.date)
): Promise<HistoricalDataContainer> { );
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } = return investments.filter(({ date }) => {
await this.getTransactionPoints({ return !isBefore(parseDate(date), startDate);
userId
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currentRateService: this.currentRateService,
orders: portfolioOrders
}); });
portfolioCalculator.setTransactionPoints(transactionPoints);
if (transactionPoints.length === 0) {
return {
isAllTimeHigh: false,
isAllTimeLow: false,
items: []
};
}
let portfolioStart = parse(
transactionPoints[0].date,
DATE_FORMAT,
new Date()
);
// Get start date for the full portfolio because of because of the
// min and max calculation
portfolioStart = this.getStartDate('max', portfolioStart);
const timelineSpecification: TimelineSpecification[] = [
{
start: format(portfolioStart, DATE_FORMAT),
accuracy: 'day'
}
];
const timelineInfo = await portfolioCalculator.calculateTimeline(
timelineSpecification,
format(new Date(), DATE_FORMAT)
);
const timeline = timelineInfo.timelinePeriods;
const items = timeline
.filter((timelineItem) => timelineItem !== null)
.map((timelineItem) => ({
date: timelineItem.date,
value: timelineItem.netPerformance.toNumber()
}));
let lastItem = null;
if (timeline.length > 0) {
lastItem = timeline[timeline.length - 1];
}
let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
lastItem?.netPerformance ?? 0
);
let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
lastItem?.netPerformance ?? 0
);
if (isAllTimeHigh && isAllTimeLow) {
isAllTimeHigh = false;
isAllTimeLow = false;
}
portfolioStart = startOfDay(
this.getStartDate(
aDateRange,
parse(transactionPoints[0].date, DATE_FORMAT, new Date())
)
);
return {
isAllTimeHigh,
isAllTimeLow,
items: items.filter((item) => {
// Filter items of date range
return !isAfter(portfolioStart, parseDate(item.date));
})
};
} }
public async getChartV2( public async getChart({
aImpersonationId: string, dateRange = 'max',
aDateRange: DateRange = 'max' impersonationId
): Promise<HistoricalDataContainer> { }: {
const userId = await this.getUserId(aImpersonationId, this.request.user.id); dateRange?: DateRange;
impersonationId: string;
}): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } = const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({ await this.getTransactionPoints({
@ -368,7 +317,7 @@ export class PortfolioService {
}); });
const portfolioCalculator = new PortfolioCalculator({ const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency, currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService, currentRateService: this.currentRateService,
orders: portfolioOrders orders: portfolioOrders
}); });
@ -384,71 +333,56 @@ export class PortfolioService {
const endDate = new Date(); const endDate = new Date();
const portfolioStart = parseDate(transactionPoints[0].date); const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(aDateRange, portfolioStart); const startDate = this.getStartDate(dateRange, portfolioStart);
const daysInMarket = differenceInDays(new Date(), startDate); const daysInMarket = differenceInDays(new Date(), startDate);
const step = Math.round( const step = Math.round(
daysInMarket / Math.min(daysInMarket, PortfolioService.MAX_CHART_ITEMS) daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
); );
const items: HistoricalDataItem[] = []; const items = await portfolioCalculator.getChartData(
startDate,
let currentEndDate = startDate; endDate,
step
while (isBefore(currentEndDate, endDate)) { );
const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate,
currentEndDate
);
items.push({
date: format(currentEndDate, DATE_FORMAT),
value: currentPositions.netPerformancePercentage.toNumber() * 100
});
currentEndDate = addDays(currentEndDate, step);
}
const today = new Date();
if (last(items)?.date !== format(today, DATE_FORMAT)) {
// Add today
const { netPerformancePercentage } =
await portfolioCalculator.getCurrentPositions(startDate, today);
items.push({
date: format(today, DATE_FORMAT),
value: netPerformancePercentage.toNumber() * 100
});
}
return { return {
items,
isAllTimeHigh: false, isAllTimeHigh: false,
isAllTimeLow: false, isAllTimeLow: false
items: items
}; };
} }
public async getDetails( public async getDetails({
aImpersonationId: string, impersonationId,
aUserId: string, userId,
aDateRange: DateRange = 'max', dateRange = 'max',
aFilters?: Filter[] filters,
): Promise<PortfolioDetails & { hasErrors: boolean }> { withExcludedAccounts = false
const userId = await this.getUserId(aImpersonationId, aUserId); }: {
impersonationId: string;
userId: string;
dateRange?: DateRange;
filters?: Filter[];
withExcludedAccounts?: boolean;
}): Promise<PortfolioDetails & { hasErrors: boolean }> {
// TODO
userId = await this.getUserId(impersonationId, userId);
const user = await this.userService.user({ id: userId }); const user = await this.userService.user({ id: userId });
const emergencyFund = new Big( const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0 (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
); );
const userCurrency = const userCurrency =
user.Settings?.currency ?? user.Settings?.settings.baseCurrency ??
this.request.user?.Settings?.currency ?? this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency; this.baseCurrency;
const { orders, portfolioOrders, transactionPoints } = const { orders, portfolioOrders, transactionPoints } =
await this.getTransactionPoints({ await this.getTransactionPoints({
filters,
userId, userId,
filters: aFilters withExcludedAccounts
}); });
const portfolioCalculator = new PortfolioCalculator({ const portfolioCalculator = new PortfolioCalculator({
@ -462,24 +396,33 @@ export class PortfolioService {
const portfolioStart = parseDate( const portfolioStart = parseDate(
transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT) transactionPoints[0]?.date ?? format(new Date(), DATE_FORMAT)
); );
const startDate = this.getStartDate(aDateRange, portfolioStart); const startDate = this.getStartDate(dateRange, portfolioStart);
const currentPositions = await portfolioCalculator.getCurrentPositions( const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate startDate
); );
const cashDetails = await this.accountService.getCashDetails({ const cashDetails = await this.accountService.getCashDetails({
filters,
userId, userId,
currency: userCurrency, currency: userCurrency
filters: aFilters
}); });
const holdings: PortfolioDetails['holdings'] = {}; const holdings: PortfolioDetails['holdings'] = {};
const totalInvestment = currentPositions.totalInvestment.plus( const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(
cashDetails.balanceInBaseCurrency cashDetails.balanceInBaseCurrency
); );
let filteredValueInBaseCurrency = currentPositions.currentValue;
if (
filters?.length === 0 ||
(filters?.length === 1 &&
filters[0].type === 'ASSET_CLASS' &&
filters[0].id === 'CASH')
) {
filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
cashDetails.balanceInBaseCurrency
);
}
const dataGatheringItems = currentPositions.positions.map((position) => { const dataGatheringItems = currentPositions.positions.map((position) => {
return { return {
@ -540,10 +483,12 @@ export class PortfolioService {
holdings[item.symbol] = { holdings[item.symbol] = {
markets, markets,
allocationCurrent: totalValue.eq(0) allocationCurrent: filteredValueInBaseCurrency.eq(0)
? 0 ? 0
: value.div(totalValue).toNumber(), : value.div(filteredValueInBaseCurrency).toNumber(),
allocationInvestment: item.investment.div(totalInvestment).toNumber(), allocationInvestment: item.investment
.div(totalInvestmentInBaseCurrency)
.toNumber(),
assetClass: symbolProfile.assetClass, assetClass: symbolProfile.assetClass,
assetSubClass: symbolProfile.assetSubClass, assetSubClass: symbolProfile.assetSubClass,
countries: symbolProfile.countries, countries: symbolProfile.countries,
@ -568,17 +513,17 @@ export class PortfolioService {
} }
if ( if (
aFilters?.length === 0 || filters?.length === 0 ||
(aFilters?.length === 1 && (filters?.length === 1 &&
aFilters[0].type === 'ASSET_CLASS' && filters[0].type === 'ASSET_CLASS' &&
aFilters[0].id === 'CASH') filters[0].id === 'CASH')
) { ) {
const cashPositions = await this.getCashPositions({ const cashPositions = await this.getCashPositions({
cashDetails, cashDetails,
emergencyFund, emergencyFund,
userCurrency, userCurrency,
investment: totalInvestment, investment: totalInvestmentInBaseCurrency,
value: totalValue value: filteredValueInBaseCurrency
}); });
for (const symbol of Object.keys(cashPositions)) { for (const symbol of Object.keys(cashPositions)) {
@ -587,14 +532,27 @@ export class PortfolioService {
} }
const accounts = await this.getValueOfAccounts({ const accounts = await this.getValueOfAccounts({
filters,
orders, orders,
portfolioItemsNow, portfolioItemsNow,
userCurrency, userCurrency,
userId, userId,
filters: aFilters withExcludedAccounts
}); });
return { accounts, holdings, hasErrors: currentPositions.hasErrors }; const summary = await this.getSummary({ impersonationId });
return {
accounts,
holdings,
summary,
filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
filteredValueInPercentage: summary.netWorth
? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
: 0,
hasErrors: currentPositions.hasErrors,
totalValueInBaseCurrency: summary.netWorth
};
} }
public async getPosition( public async getPosition(
@ -602,11 +560,15 @@ export class PortfolioService {
aImpersonationId: string, aImpersonationId: string,
aSymbol: string aSymbol: string
): Promise<PortfolioPositionDetail> { ): Promise<PortfolioPositionDetail> {
const userCurrency = this.request.user.Settings.currency; const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id); const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const orders = ( const orders = (
await this.orderService.getOrders({ userCurrency, userId }) await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ SymbolProfile }) => { ).filter(({ SymbolProfile }) => {
return ( return (
SymbolProfile.dataSource === aDataSource && SymbolProfile.dataSource === aDataSource &&
@ -855,7 +817,7 @@ export class PortfolioService {
}); });
const portfolioCalculator = new PortfolioCalculator({ const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency, currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService, currentRateService: this.currentRateService,
orders: portfolioOrders orders: portfolioOrders
}); });
@ -919,11 +881,14 @@ export class PortfolioService {
}; };
} }
public async getPerformance( public async getPerformance({
aImpersonationId: string, dateRange = 'max',
aDateRange: DateRange = 'max' impersonationId
): Promise<PortfolioPerformanceResponse> { }: {
const userId = await this.getUserId(aImpersonationId, this.request.user.id); dateRange?: DateRange;
impersonationId: string;
}): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } = const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({ await this.getTransactionPoints({
@ -931,20 +896,23 @@ export class PortfolioService {
}); });
const portfolioCalculator = new PortfolioCalculator({ const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency, currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService, currentRateService: this.currentRateService,
orders: portfolioOrders orders: portfolioOrders
}); });
if (transactionPoints?.length <= 0) { if (transactionPoints?.length <= 0) {
return { return {
chart: [],
firstOrderDate: undefined,
hasErrors: false, hasErrors: false,
performance: { performance: {
currentGrossPerformance: 0, currentGrossPerformance: 0,
currentGrossPerformancePercent: 0, currentGrossPerformancePercent: 0,
currentNetPerformance: 0, currentNetPerformance: 0,
currentNetPerformancePercent: 0, currentNetPerformancePercent: 0,
currentValue: 0 currentValue: 0,
totalInvestment: 0
} }
}; };
} }
@ -952,7 +920,7 @@ export class PortfolioService {
portfolioCalculator.setTransactionPoints(transactionPoints); portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date); const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(aDateRange, portfolioStart); const startDate = this.getStartDate(dateRange, portfolioStart);
const currentPositions = await portfolioCalculator.getCurrentPositions( const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate startDate
); );
@ -960,24 +928,59 @@ export class PortfolioService {
const hasErrors = currentPositions.hasErrors; const hasErrors = currentPositions.hasErrors;
const currentValue = currentPositions.currentValue.toNumber(); const currentValue = currentPositions.currentValue.toNumber();
const currentGrossPerformance = currentPositions.grossPerformance; const currentGrossPerformance = currentPositions.grossPerformance;
let currentGrossPerformancePercent = const currentGrossPerformancePercent =
currentPositions.grossPerformancePercentage; currentPositions.grossPerformancePercentage;
const currentNetPerformance = currentPositions.netPerformance; let currentNetPerformance = currentPositions.netPerformance;
let currentNetPerformancePercent = let currentNetPerformancePercent =
currentPositions.netPerformancePercentage; currentPositions.netPerformancePercentage;
const totalInvestment = currentPositions.totalInvestment;
if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) { // if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
// If algebraic sign is different, harmonize it // // If algebraic sign is different, harmonize it
currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1); // currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
} // }
if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) { // if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
// If algebraic sign is different, harmonize it // // If algebraic sign is different, harmonize it
currentNetPerformancePercent = currentNetPerformancePercent.mul(-1); // currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
// }
const historicalDataContainer = await this.getChart({
dateRange,
impersonationId
});
const itemOfToday = historicalDataContainer.items.find((item) => {
return item.date === format(new Date(), DATE_FORMAT);
});
if (itemOfToday) {
currentNetPerformance = new Big(itemOfToday.netPerformance);
currentNetPerformancePercent = new Big(
itemOfToday.netPerformanceInPercentage
).div(100);
} }
return { return {
chart: historicalDataContainer.items.map(
({
date,
netPerformance,
netPerformanceInPercentage,
totalInvestment,
value
}) => {
return {
date,
netPerformance,
netPerformanceInPercentage,
totalInvestment,
value
};
}
),
errors: currentPositions.errors, errors: currentPositions.errors,
firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
hasErrors: currentPositions.hasErrors || hasErrors, hasErrors: currentPositions.hasErrors || hasErrors,
performance: { performance: {
currentValue, currentValue,
@ -985,13 +988,14 @@ export class PortfolioService {
currentGrossPerformancePercent: currentGrossPerformancePercent:
currentGrossPerformancePercent.toNumber(), currentGrossPerformancePercent.toNumber(),
currentNetPerformance: currentNetPerformance.toNumber(), currentNetPerformance: currentNetPerformance.toNumber(),
currentNetPerformancePercent: currentNetPerformancePercent.toNumber() currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
totalInvestment: totalInvestment.toNumber()
} }
}; };
} }
public async getReport(impersonationId: string): Promise<PortfolioReport> { public async getReport(impersonationId: string): Promise<PortfolioReport> {
const currency = this.request.user.Settings.currency; const currency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(impersonationId, this.request.user.id); const userId = await this.getUserId(impersonationId, this.request.user.id);
const { orders, portfolioOrders, transactionPoints } = const { orders, portfolioOrders, transactionPoints } =
@ -1045,7 +1049,7 @@ export class PortfolioService {
accounts accounts
) )
], ],
{ baseCurrency: currency } <UserSettings>this.request.user.Settings.settings
), ),
currencyClusterRisk: await this.rulesService.evaluate( currencyClusterRisk: await this.rulesService.evaluate(
[ [
@ -1066,7 +1070,7 @@ export class PortfolioService {
currentPositions currentPositions
) )
], ],
{ baseCurrency: currency } <UserSettings>this.request.user.Settings.settings
), ),
fees: await this.rulesService.evaluate( fees: await this.rulesService.evaluate(
[ [
@ -1076,80 +1080,12 @@ export class PortfolioService {
this.getFees(orders).toNumber() this.getFees(orders).toNumber()
) )
], ],
{ baseCurrency: currency } <UserSettings>this.request.user.Settings.settings
) )
} }
}; };
} }
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.currency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance(aImpersonationId);
const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
userId,
currency: userCurrency
});
const orders = await this.orderService.getOrders({
userCurrency,
userId
});
const dividend = this.getDividend(orders).toNumber();
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const fees = this.getFees(orders).toNumber();
const firstOrderDate = orders[0]?.date;
const items = this.getItems(orders).toNumber();
const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
const committedFunds = new Big(totalBuy).minus(totalSell);
const netWorth = new Big(balanceInBaseCurrency)
.plus(performanceInformation.performance.currentValue)
.plus(items)
.toNumber();
const daysInMarket = differenceInDays(new Date(), firstOrderDate);
const annualizedPerformancePercent = new PortfolioCalculator({
currency: userCurrency,
currentRateService: this.currentRateService,
orders: []
})
.getAnnualizedPerformancePercent({
daysInMarket,
netPerformancePercent: new Big(
performanceInformation.performance.currentNetPerformancePercent
)
})
?.toNumber();
return {
...performanceInformation.performance,
annualizedPerformancePercent,
cash,
dividend,
fees,
firstOrderDate,
items,
netWorth,
totalBuy,
totalSell,
committedFunds: committedFunds.toNumber(),
emergencyFund: emergencyFund.toNumber(),
ordersCount: orders.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
}).length
};
}
private async getCashPositions({ private async getCashPositions({
cashDetails, cashDetails,
emergencyFund, emergencyFund,
@ -1257,7 +1193,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency( return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(), new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.SymbolProfile.currency, order.SymbolProfile.currency,
this.request.user.Settings.currency this.request.user.Settings.settings.baseCurrency
); );
}) })
.reduce( .reduce(
@ -1276,7 +1212,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency( return this.exchangeRateDataService.toCurrency(
order.fee, order.fee,
order.SymbolProfile.currency, order.SymbolProfile.currency,
this.request.user.Settings.currency this.request.user.Settings.settings.baseCurrency
); );
}) })
.reduce( .reduce(
@ -1298,7 +1234,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency( return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(), new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.SymbolProfile.currency, order.SymbolProfile.currency,
this.request.user.Settings.currency this.request.user.Settings.settings.baseCurrency
); );
}) })
.reduce( .reduce(
@ -1325,27 +1261,135 @@ export class PortfolioService {
return portfolioStart; return portfolioStart;
} }
private async getSummary({
impersonationId
}: {
impersonationId: string;
}): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(impersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance({
impersonationId
});
const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
userId,
currency: userCurrency
});
const orders = await this.orderService.getOrders({
userCurrency,
userId
});
const excludedActivities = (
await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ Account: account }) => {
return account?.isExcluded ?? false;
});
const dividend = this.getDividend(orders).toNumber();
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const fees = this.getFees(orders).toNumber();
const firstOrderDate = orders[0]?.date;
const items = this.getItems(orders).toNumber();
const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
const committedFunds = new Big(totalBuy).minus(totalSell);
const totalOfExcludedActivities = new Big(
this.getTotalByType(excludedActivities, userCurrency, 'BUY')
).minus(this.getTotalByType(excludedActivities, userCurrency, 'SELL'));
const cashDetailsWithExcludedAccounts =
await this.accountService.getCashDetails({
userId,
currency: userCurrency,
withExcludedAccounts: true
});
const excludedBalanceInBaseCurrency = new Big(
cashDetailsWithExcludedAccounts.balanceInBaseCurrency
).minus(balanceInBaseCurrency);
const excludedAccountsAndActivities = excludedBalanceInBaseCurrency
.plus(totalOfExcludedActivities)
.toNumber();
const netWorth = new Big(balanceInBaseCurrency)
.plus(performanceInformation.performance.currentValue)
.plus(items)
.plus(excludedAccountsAndActivities)
.toNumber();
const daysInMarket = differenceInDays(new Date(), firstOrderDate);
const annualizedPerformancePercent = new PortfolioCalculator({
currency: userCurrency,
currentRateService: this.currentRateService,
orders: []
})
.getAnnualizedPerformancePercent({
daysInMarket,
netPerformancePercent: new Big(
performanceInformation.performance.currentNetPerformancePercent
)
})
?.toNumber();
return {
...performanceInformation.performance,
annualizedPerformancePercent,
cash,
dividend,
excludedAccountsAndActivities,
fees,
firstOrderDate,
items,
netWorth,
totalBuy,
totalSell,
committedFunds: committedFunds.toNumber(),
emergencyFund: emergencyFund.toNumber(),
ordersCount: orders.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
}).length
};
}
private async getTransactionPoints({ private async getTransactionPoints({
filters, filters,
includeDrafts = false, includeDrafts = false,
userId userId,
withExcludedAccounts
}: { }: {
filters?: Filter[]; filters?: Filter[];
includeDrafts?: boolean; includeDrafts?: boolean;
userId: string; userId: string;
withExcludedAccounts?: boolean;
}): Promise<{ }): Promise<{
transactionPoints: TransactionPoint[]; transactionPoints: TransactionPoint[];
orders: OrderWithAccount[]; orders: OrderWithAccount[];
portfolioOrders: PortfolioOrder[]; portfolioOrders: PortfolioOrder[];
}> { }> {
const userCurrency = const userCurrency =
this.request.user?.Settings?.currency ?? this.baseCurrency; this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
const orders = await this.orderService.getOrders({ const orders = await this.orderService.getOrders({
filters, filters,
includeDrafts, includeDrafts,
userCurrency, userCurrency,
userId, userId,
withExcludedAccounts,
types: ['BUY', 'SELL'] types: ['BUY', 'SELL']
}); });
@ -1397,17 +1441,22 @@ export class PortfolioService {
orders, orders,
portfolioItemsNow, portfolioItemsNow,
userCurrency, userCurrency,
userId userId,
withExcludedAccounts
}: { }: {
filters?: Filter[]; filters?: Filter[];
orders: OrderWithAccount[]; orders: OrderWithAccount[];
portfolioItemsNow: { [p: string]: TimelinePosition }; portfolioItemsNow: { [p: string]: TimelinePosition };
userCurrency: string; userCurrency: string;
userId: string; userId: string;
withExcludedAccounts?: boolean;
}) { }) {
const accounts: PortfolioDetails['accounts'] = {}; const accounts: PortfolioDetails['accounts'] = {};
let currentAccounts = []; let currentAccounts: (Account & {
Order?: Order[];
Platform?: Platform;
})[] = [];
if (filters.length === 0) { if (filters.length === 0) {
currentAccounts = await this.accountService.getAccounts(userId); currentAccounts = await this.accountService.getAccounts(userId);
@ -1427,6 +1476,10 @@ export class PortfolioService {
}); });
} }
currentAccounts = currentAccounts.filter((account) => {
return withExcludedAccounts || account.isExcluded === false;
});
for (const account of currentAccounts) { for (const account of currentAccounts) {
const ordersByAccount = orders.filter(({ accountId }) => { const ordersByAccount = orders.filter(({ accountId }) => {
return accountId === account.id; return accountId === account.id;

View File

@ -1,5 +1,6 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { Rule } from '@ghostfolio/api/models/rule'; import { Rule } from '@ghostfolio/api/models/rule';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common'; import { Injectable } from '@nestjs/common';
@Injectable() @Injectable()
@ -8,7 +9,7 @@ export class RulesService {
public async evaluate<T extends RuleSettings>( public async evaluate<T extends RuleSettings>(
aRules: Rule<T>[], aRules: Rule<T>[],
aUserSettings: { baseCurrency: string } aUserSettings: UserSettings
) { ) {
return aRules return aRules
.filter((rule) => { .filter((rule) => {

View File

@ -1,7 +0,0 @@
import { ViewMode } from '@prisma/client';
export interface UserSettingsParams {
currency?: string;
userId: string;
viewMode?: ViewMode;
}

View File

@ -1,5 +0,0 @@
export interface UserSettings {
emergencyFund?: number;
locale?: string;
isRestrictedView?: boolean;
}

View File

@ -1,6 +1,33 @@
import { IsBoolean, IsNumber, IsOptional, IsString } from 'class-validator'; import type {
ColorScheme,
DateRange,
ViewMode
} from '@ghostfolio/common/types';
import {
IsBoolean,
IsIn,
IsNumber,
IsOptional,
IsString
} from 'class-validator';
export class UpdateUserSettingDto { export class UpdateUserSettingDto {
@IsOptional()
@IsString()
baseCurrency?: string;
@IsString()
@IsOptional()
benchmark?: string;
@IsIn(<ColorScheme[]>['DARK', 'LIGHT'])
@IsOptional()
colorScheme?: ColorScheme;
@IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
@IsOptional()
dateRange?: DateRange;
@IsNumber() @IsNumber()
@IsOptional() @IsOptional()
emergencyFund?: number; emergencyFund?: number;
@ -24,4 +51,8 @@ export class UpdateUserSettingDto {
@IsNumber() @IsNumber()
@IsOptional() @IsOptional()
savingsRate?: number; savingsRate?: number;
@IsIn(<ViewMode[]>['DEFAULT', 'ZEN'])
@IsOptional()
viewMode?: ViewMode;
} }

View File

@ -1,10 +0,0 @@
import { ViewMode } from '@prisma/client';
import { IsString } from 'class-validator';
export class UpdateUserSettingsDto {
@IsString()
baseCurrency: string;
@IsString()
viewMode: ViewMode;
}

View File

@ -1,7 +1,7 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service'; import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service'; import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { PROPERTY_IS_READ_ONLY_MODE } from '@ghostfolio/common/config'; import { PROPERTY_IS_READ_ONLY_MODE } from '@ghostfolio/common/config';
import { User } from '@ghostfolio/common/interfaces'; import { User, UserSettings } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types'; import type { RequestWithUser } from '@ghostfolio/common/types';
import { import {
@ -22,12 +22,10 @@ import { JwtService } from '@nestjs/jwt';
import { AuthGuard } from '@nestjs/passport'; import { AuthGuard } from '@nestjs/passport';
import { User as UserModel } from '@prisma/client'; import { User as UserModel } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes'; import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { size } from 'lodash';
import { UserItem } from './interfaces/user-item.interface'; import { UserItem } from './interfaces/user-item.interface';
import { UserSettingsParams } from './interfaces/user-settings-params.interface';
import { UserSettings } from './interfaces/user-settings.interface';
import { UpdateUserSettingDto } from './update-user-setting.dto'; import { UpdateUserSettingDto } from './update-user-setting.dto';
import { UpdateUserSettingsDto } from './update-user-settings.dto';
import { UserService } from './user.service'; import { UserService } from './user.service';
@Controller('user') @Controller('user')
@ -103,6 +101,12 @@ export class UserController {
@UseGuards(AuthGuard('jwt')) @UseGuards(AuthGuard('jwt'))
public async updateUserSetting(@Body() data: UpdateUserSettingDto) { public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
if ( if (
size(data) === 1 &&
(data.benchmark || data.dateRange) &&
this.request.user.role === 'DEMO'
) {
// Allow benchmark or date range change for demo user
} else if (
!hasPermission( !hasPermission(
this.request.user.permissions, this.request.user.permissions,
permissions.updateUserSettings permissions.updateUserSettings
@ -130,33 +134,4 @@ export class UserController {
userId: this.request.user.id userId: this.request.user.id
}); });
} }
@Put('settings')
@UseGuards(AuthGuard('jwt'))
public async updateUserSettings(@Body() data: UpdateUserSettingsDto) {
if (
!hasPermission(
this.request.user.permissions,
permissions.updateUserSettings
)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
const userSettings: UserSettingsParams = {
currency: data.baseCurrency,
userId: this.request.user.id
};
if (
hasPermission(this.request.user.permissions, permissions.updateViewMode)
) {
userSettings.viewMode = data.viewMode;
}
return await this.userService.updateUserSettings(userSettings);
}
} }

View File

@ -4,19 +4,20 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service'; import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { TagService } from '@ghostfolio/api/services/tag/tag.service'; import { TagService } from '@ghostfolio/api/services/tag/tag.service';
import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config'; import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces'; import {
User as IUser,
UserSettings,
UserWithSettings
} from '@ghostfolio/common/interfaces';
import { import {
getPermissions, getPermissions,
hasRole, hasRole,
permissions permissions
} from '@ghostfolio/common/permissions'; } from '@ghostfolio/common/permissions';
import { Injectable } from '@nestjs/common'; import { Injectable } from '@nestjs/common';
import { Prisma, Role, User, ViewMode } from '@prisma/client'; import { Prisma, Role, User } from '@prisma/client';
import { sortBy } from 'lodash'; import { sortBy } from 'lodash';
import { UserSettingsParams } from './interfaces/user-settings-params.interface';
import { UserSettings } from './interfaces/user-settings.interface';
const crypto = require('crypto'); const crypto = require('crypto');
@Injectable() @Injectable()
@ -69,9 +70,7 @@ export class UserService {
accounts: Account, accounts: Account,
settings: { settings: {
...(<UserSettings>Settings.settings), ...(<UserSettings>Settings.settings),
baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY, locale: (<UserSettings>Settings.settings)?.locale ?? aLocale
locale: (<UserSettings>Settings.settings)?.locale ?? aLocale,
viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
} }
}; };
} }
@ -89,7 +88,7 @@ export class UserService {
} }
public isRestrictedView(aUser: UserWithSettings) { public isRestrictedView(aUser: UserWithSettings) {
return (aUser.Settings.settings as UserSettings)?.isRestrictedView ?? false; return aUser.Settings.settings.isRestrictedView ?? false;
} }
public async user( public async user(
@ -126,21 +125,35 @@ export class UserService {
}; };
if (user?.Settings) { if (user?.Settings) {
if (!user.Settings.currency) { if (!user.Settings.settings) {
// Set default currency if needed user.Settings.settings = {};
user.Settings.currency = UserService.DEFAULT_CURRENCY;
} }
} else if (user) { } else if (user) {
// Set default settings if needed // Set default settings if needed
user.Settings = { user.Settings = {
currency: UserService.DEFAULT_CURRENCY, settings: {},
settings: null,
updatedAt: new Date(), updatedAt: new Date(),
userId: user?.id, userId: user?.id
viewMode: ViewMode.DEFAULT
}; };
} }
// Set default value for base currency
if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
(user.Settings.settings as UserSettings).baseCurrency =
UserService.DEFAULT_CURRENCY;
}
// Set default value for date range
(user.Settings.settings as UserSettings).dateRange =
(user.Settings.settings as UserSettings).viewMode === 'ZEN'
? 'max'
: (user.Settings.settings as UserSettings)?.dateRange ?? 'max';
// Set default value for view mode
if (!(user.Settings.settings as UserSettings).viewMode) {
(user.Settings.settings as UserSettings).viewMode = 'DEFAULT';
}
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) { if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
user.subscription = user.subscription =
this.subscriptionService.getSubscription(Subscription); this.subscriptionService.getSubscription(Subscription);
@ -221,7 +234,9 @@ export class UserService {
}, },
Settings: { Settings: {
create: { create: {
currency: this.baseCurrency settings: {
currency: this.baseCurrency
}
} }
} }
} }
@ -295,7 +310,7 @@ export class UserService {
userId: string; userId: string;
userSettings: UserSettings; userSettings: UserSettings;
}) { }) {
const settings = userSettings as Prisma.JsonObject; const settings = userSettings as unknown as Prisma.JsonObject;
await this.prismaService.settings.upsert({ await this.prismaService.settings.upsert({
create: { create: {
@ -317,33 +332,6 @@ export class UserService {
return; return;
} }
public async updateUserSettings({
currency,
userId,
viewMode
}: UserSettingsParams) {
await this.prismaService.settings.upsert({
create: {
currency,
User: {
connect: {
id: userId
}
},
viewMode
},
update: {
currency,
viewMode
},
where: {
userId: userId
}
});
return;
}
private getRandomString(length: number) { private getRandomString(length: number) {
const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789'; const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
const result = []; const result = [];

View File

@ -41,6 +41,14 @@ export class RedactValuesInResponseInterceptor<T>
return activity; return activity;
}); });
} }
if (data.filteredValueInBaseCurrency) {
data.filteredValueInBaseCurrency = null;
}
if (data.totalValueInBaseCurrency) {
data.totalValueInBaseCurrency = null;
}
} }
return data; return data;

View File

@ -5,6 +5,7 @@ import {
Injectable, Injectable,
NestInterceptor NestInterceptor
} from '@nestjs/common'; } from '@nestjs/common';
import { isArray } from 'lodash';
import { Observable } from 'rxjs'; import { Observable } from 'rxjs';
import { map } from 'rxjs/operators'; import { map } from 'rxjs/operators';
@ -36,6 +37,13 @@ export class TransformDataSourceInResponseInterceptor<T>
}); });
} }
if (isArray(data.benchmarks)) {
data.benchmarks.map((benchmark) => {
benchmark.dataSource = encodeDataSource(benchmark.dataSource);
return benchmark;
});
}
if (data.dataSource) { if (data.dataSource) {
data.dataSource = encodeDataSource(data.dataSource); data.dataSource = encodeDataSource(data.dataSource);
} }

View File

@ -1,5 +1,5 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface'; import { UserSettings } from '@ghostfolio/common/interfaces';
import { EvaluationResult } from './evaluation-result.interface'; import { EvaluationResult } from './evaluation-result.interface';

View File

@ -1,3 +0,0 @@
export interface UserSettings {
baseCurrency: string;
}

View File

@ -1,8 +1,7 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { groupBy } from '@ghostfolio/common/helper'; import { groupBy } from '@ghostfolio/common/helper';
import { TimelinePosition } from '@ghostfolio/common/interfaces'; import { TimelinePosition, UserSettings } from '@ghostfolio/common/interfaces';
import { EvaluationResult } from './interfaces/evaluation-result.interface'; import { EvaluationResult } from './interfaces/evaluation-result.interface';
import { RuleInterface } from './interfaces/rule.interface'; import { RuleInterface } from './interfaces/rule.interface';

View File

@ -1,9 +1,9 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { import {
PortfolioDetails, PortfolioDetails,
PortfolioPosition PortfolioPosition,
UserSettings
} from '@ghostfolio/common/interfaces'; } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

View File

@ -1,9 +1,9 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { import {
PortfolioDetails, PortfolioDetails,
PortfolioPosition PortfolioPosition,
UserSettings
} from '@ghostfolio/common/interfaces'; } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,7 +1,6 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PortfolioDetails } from '@ghostfolio/common/interfaces'; import { PortfolioDetails, UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface'; import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface'; import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface'; import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface'; import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

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@ -1,6 +1,6 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule'; import { Rule } from '../../rule';

View File

@ -0,0 +1,9 @@
import { Module } from '@nestjs/common';
import { ApiService } from './api.service';
@Module({
exports: [ApiService],
providers: [ApiService]
})
export class ApiModule {}

View File

@ -0,0 +1,42 @@
import { Filter } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
@Injectable()
export class ApiService {
public constructor() {}
public buildFiltersFromQueryParams({
filterByAccounts,
filterByAssetClasses,
filterByTags
}: {
filterByAccounts?: string;
filterByAssetClasses?: string;
filterByTags?: string;
}): Filter[] {
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
return [
...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'
};
})
];
}
}

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@ -38,7 +38,7 @@ export class ConfigurationService {
MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }), MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
MAX_ITEM_IN_CACHE: num({ default: 9999 }), MAX_ITEM_IN_CACHE: num({ default: 9999 }),
PORT: port({ default: 3333 }), PORT: port({ default: 3333 }),
RAKUTEN_RAPID_API_KEY: str({ default: '' }), RAPID_API_API_KEY: str({ default: '' }),
REDIS_HOST: host({ default: 'localhost' }), REDIS_HOST: host({ default: 'localhost' }),
REDIS_PASSWORD: str({ default: '' }), REDIS_PASSWORD: str({ default: '' }),
REDIS_PORT: port({ default: 6379 }), REDIS_PORT: port({ default: 6379 }),

View File

@ -280,7 +280,7 @@ export class DataGatheringService {
return ( return (
dataSource !== DataSource.GHOSTFOLIO && dataSource !== DataSource.GHOSTFOLIO &&
dataSource !== DataSource.MANUAL && dataSource !== DataSource.MANUAL &&
dataSource !== DataSource.RAKUTEN dataSource !== DataSource.RAPID_API
); );
}) })
.map(({ dataSource, symbol }) => { .map(({ dataSource, symbol }) => {

View File

@ -5,7 +5,7 @@ import { EodHistoricalDataService } from '@ghostfolio/api/services/data-provider
import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service'; import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service'; import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service';
import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service'; import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';
import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service'; import { RapidApiService } from '@ghostfolio/api/services/data-provider/rapid-api/rapid-api.service';
import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service'; import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module'; import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module'; import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
@ -27,7 +27,7 @@ import { DataProviderService } from './data-provider.service';
GhostfolioScraperApiService, GhostfolioScraperApiService,
GoogleSheetsService, GoogleSheetsService,
ManualService, ManualService,
RakutenRapidApiService, RapidApiService,
YahooFinanceService, YahooFinanceService,
{ {
inject: [ inject: [
@ -36,7 +36,7 @@ import { DataProviderService } from './data-provider.service';
GhostfolioScraperApiService, GhostfolioScraperApiService,
GoogleSheetsService, GoogleSheetsService,
ManualService, ManualService,
RakutenRapidApiService, RapidApiService,
YahooFinanceService YahooFinanceService
], ],
provide: 'DataProviderInterfaces', provide: 'DataProviderInterfaces',
@ -46,7 +46,7 @@ import { DataProviderService } from './data-provider.service';
ghostfolioScraperApiService, ghostfolioScraperApiService,
googleSheetsService, googleSheetsService,
manualService, manualService,
rakutenRapidApiService, rapidApiService,
yahooFinanceService yahooFinanceService
) => [ ) => [
alphaVantageService, alphaVantageService,
@ -54,7 +54,7 @@ import { DataProviderService } from './data-provider.service';
ghostfolioScraperApiService, ghostfolioScraperApiService,
googleSheetsService, googleSheetsService,
manualService, manualService,
rakutenRapidApiService, rapidApiService,
yahooFinanceService yahooFinanceService
] ]
} }

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@ -1 +0,0 @@
export interface IRakutenRapidApiResponse {}

View File

@ -0,0 +1 @@
export interface IRapidApiResponse {}

View File

@ -15,14 +15,14 @@ import bent from 'bent';
import { format, subMonths, subWeeks, subYears } from 'date-fns'; import { format, subMonths, subWeeks, subYears } from 'date-fns';
@Injectable() @Injectable()
export class RakutenRapidApiService implements DataProviderInterface { export class RapidApiService implements DataProviderInterface {
public constructor( public constructor(
private readonly configurationService: ConfigurationService, private readonly configurationService: ConfigurationService,
private readonly prismaService: PrismaService private readonly prismaService: PrismaService
) {} ) {}
public canHandle(symbol: string) { public canHandle(symbol: string) {
return !!this.configurationService.get('RAKUTEN_RAPID_API_KEY'); return !!this.configurationService.get('RAPID_API_API_KEY');
} }
public async getAssetProfile( public async getAssetProfile(
@ -103,7 +103,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
} }
public getName(): DataSource { public getName(): DataSource {
return DataSource.RAKUTEN; return DataSource.RAPID_API;
} }
public async getQuotes( public async getQuotes(
@ -129,7 +129,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
}; };
} }
} catch (error) { } catch (error) {
Logger.error(error, 'RakutenRapidApiService'); Logger.error(error, 'RapidApiService');
} }
return {}; return {};
@ -155,16 +155,14 @@ export class RakutenRapidApiService implements DataProviderInterface {
{ {
useQueryString: true, useQueryString: true,
'x-rapidapi-host': 'fear-and-greed-index.p.rapidapi.com', 'x-rapidapi-host': 'fear-and-greed-index.p.rapidapi.com',
'x-rapidapi-key': this.configurationService.get( 'x-rapidapi-key': this.configurationService.get('RAPID_API_API_KEY')
'RAKUTEN_RAPID_API_KEY'
)
} }
); );
const { fgi } = await get(); const { fgi } = await get();
return fgi; return fgi;
} catch (error) { } catch (error) {
Logger.error(error, 'RakutenRapidApiService'); Logger.error(error, 'RapidApiService');
return undefined; return undefined;
} }

View File

@ -6,6 +6,7 @@ import {
IDataProviderHistoricalResponse, IDataProviderHistoricalResponse,
IDataProviderResponse IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces'; } from '@ghostfolio/api/services/interfaces/interfaces';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper'; import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types'; import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common'; import { Injectable, Logger } from '@nestjs/common';
@ -57,8 +58,15 @@ export class YahooFinanceService implements DataProviderInterface {
* DOGEUSD -> DOGE-USD * DOGEUSD -> DOGE-USD
*/ */
public convertToYahooFinanceSymbol(aSymbol: string) { public convertToYahooFinanceSymbol(aSymbol: string) {
if (aSymbol.includes(this.baseCurrency) && aSymbol.length >= 6) { if (
if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) { aSymbol.includes(this.baseCurrency) &&
aSymbol.length > this.baseCurrency.length
) {
if (
isCurrency(
aSymbol.substring(0, aSymbol.length - this.baseCurrency.length)
)
) {
return `${aSymbol}=X`; return `${aSymbol}=X`;
} else if ( } else if (
this.cryptocurrencyService.isCryptocurrency( this.cryptocurrencyService.isCryptocurrency(
@ -90,7 +98,7 @@ export class YahooFinanceService implements DataProviderInterface {
try { try {
const symbol = this.convertToYahooFinanceSymbol(aSymbol); const symbol = this.convertToYahooFinanceSymbol(aSymbol);
const assetProfile = await yahooFinance.quoteSummary(symbol, { const assetProfile = await yahooFinance.quoteSummary(symbol, {
modules: ['price', 'summaryProfile'] modules: ['price', 'summaryProfile', 'topHoldings']
}); });
const { assetClass, assetSubClass } = this.parseAssetClass( const { assetClass, assetSubClass } = this.parseAssetClass(
@ -109,7 +117,16 @@ export class YahooFinanceService implements DataProviderInterface {
}); });
response.symbol = aSymbol; response.symbol = aSymbol;
if ( if (assetSubClass === AssetSubClass.MUTUALFUND) {
response.sectors = [];
for (const sectorWeighting of assetProfile.topHoldings
?.sectorWeightings ?? []) {
for (const [sector, weight] of Object.entries(sectorWeighting)) {
response.sectors.push({ weight, name: this.parseSector(sector) });
}
}
} else if (
assetSubClass === AssetSubClass.STOCK && assetSubClass === AssetSubClass.STOCK &&
assetProfile.summaryProfile?.country assetProfile.summaryProfile?.country
) { ) {
@ -183,10 +200,10 @@ export class YahooFinanceService implements DataProviderInterface {
for (const historicalItem of historicalResult) { for (const historicalItem of historicalResult) {
let marketPrice = historicalItem.close; let marketPrice = historicalItem.close;
if (symbol === 'USDGBp') { if (symbol === `${this.baseCurrency}GBp`) {
// Convert GPB to GBp (pence) // Convert GPB to GBp (pence)
marketPrice = new Big(marketPrice).mul(100).toNumber(); marketPrice = new Big(marketPrice).mul(100).toNumber();
} else if (symbol === 'USDILA') { } else if (symbol === `${this.baseCurrency}ILA`) {
// Convert ILS to ILA // Convert ILS to ILA
marketPrice = new Big(marketPrice).mul(100).toNumber(); marketPrice = new Big(marketPrice).mul(100).toNumber();
} }
@ -246,9 +263,12 @@ export class YahooFinanceService implements DataProviderInterface {
marketPrice: quote.regularMarketPrice || 0 marketPrice: quote.regularMarketPrice || 0
}; };
if (symbol === 'USDGBP' && yahooFinanceSymbols.includes('USDGBp=X')) { if (
symbol === `${this.baseCurrency}GBP` &&
yahooFinanceSymbols.includes(`${this.baseCurrency}GBp=X`)
) {
// Convert GPB to GBp (pence) // Convert GPB to GBp (pence)
response['USDGBp'] = { response[`${this.baseCurrency}GBp`] = {
...response[symbol], ...response[symbol],
currency: 'GBp', currency: 'GBp',
marketPrice: new Big(response[symbol].marketPrice) marketPrice: new Big(response[symbol].marketPrice)
@ -256,11 +276,11 @@ export class YahooFinanceService implements DataProviderInterface {
.toNumber() .toNumber()
}; };
} else if ( } else if (
symbol === 'USDILS' && symbol === `${this.baseCurrency}ILS` &&
yahooFinanceSymbols.includes('USDILA=X') yahooFinanceSymbols.includes(`${this.baseCurrency}ILA=X`)
) { ) {
// Convert ILS to ILA // Convert ILS to ILA
response['USDILA'] = { response[`${this.baseCurrency}ILA`] = {
...response[symbol], ...response[symbol],
currency: 'ILA', currency: 'ILA',
marketPrice: new Big(response[symbol].marketPrice) marketPrice: new Big(response[symbol].marketPrice)
@ -270,9 +290,9 @@ export class YahooFinanceService implements DataProviderInterface {
} }
} }
if (yahooFinanceSymbols.includes('USDUSX=X')) { if (yahooFinanceSymbols.includes(`${this.baseCurrency}USX=X`)) {
// Convert USD to USX (cent) // Convert USD to USX (cent)
response['USDUSX'] = { response[`${this.baseCurrency}USX`] = {
currency: 'USX', currency: 'USX',
dataSource: this.getName(), dataSource: this.getName(),
marketPrice: new Big(1).mul(100).toNumber(), marketPrice: new Big(1).mul(100).toNumber(),
@ -434,4 +454,46 @@ export class YahooFinanceService implements DataProviderInterface {
return { assetClass, assetSubClass }; return { assetClass, assetSubClass };
} }
private parseSector(aString: string): string {
let sector = UNKNOWN_KEY;
switch (aString) {
case 'basic_materials':
sector = 'Basic Materials';
break;
case 'communication_services':
sector = 'Communication Services';
break;
case 'consumer_cyclical':
sector = 'Consumer Cyclical';
break;
case 'consumer_defensive':
sector = 'Consumer Staples';
break;
case 'energy':
sector = 'Energy';
break;
case 'financial_services':
sector = 'Financial Services';
break;
case 'healthcare':
sector = 'Healthcare';
break;
case 'industrials':
sector = 'Industrials';
break;
case 'realestate':
sector = 'Real Estate';
break;
case 'technology':
sector = 'Technology';
break;
case 'utilities':
sector = 'Utilities';
break;
}
return sector;
}
} }

View File

@ -99,10 +99,12 @@ export class ExchangeRateDataService {
this.exchangeRates[symbol] = resultExtended[symbol]?.[date]?.marketPrice; this.exchangeRates[symbol] = resultExtended[symbol]?.[date]?.marketPrice;
if (!this.exchangeRates[symbol]) { if (!this.exchangeRates[symbol]) {
// Not found, calculate indirectly via USD // Not found, calculate indirectly via base currency
this.exchangeRates[symbol] = this.exchangeRates[symbol] =
resultExtended[`${currency1}${'USD'}`]?.[date]?.marketPrice * resultExtended[`${currency1}${this.baseCurrency}`]?.[date]
resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice; ?.marketPrice *
resultExtended[`${this.baseCurrency}${currency2}`]?.[date]
?.marketPrice;
// Calculate the opposite direction // Calculate the opposite direction
this.exchangeRates[`${currency2}${currency1}`] = this.exchangeRates[`${currency2}${currency1}`] =
@ -126,9 +128,11 @@ export class ExchangeRateDataService {
if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) { if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) {
factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`]; factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
} else { } else {
// Calculate indirectly via USD // Calculate indirectly via base currency
const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`]; const factor1 =
const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`]; this.exchangeRates[`${aFromCurrency}${this.baseCurrency}`];
const factor2 =
this.exchangeRates[`${this.baseCurrency}${aToCurrency}`];
factor = factor1 * factor2; factor = factor1 * factor2;
@ -166,21 +170,6 @@ export class ExchangeRateDataService {
currencies.push(account.currency); currencies.push(account.currency);
}); });
(
await this.prismaService.settings.findMany({
distinct: ['currency'],
orderBy: [{ currency: 'asc' }],
select: { currency: true },
where: {
currency: {
not: null
}
}
})
).forEach((userSettings) => {
currencies.push(userSettings.currency);
});
( (
await this.prismaService.symbolProfile.findMany({ await this.prismaService.symbolProfile.findMany({
distinct: ['currency'], distinct: ['currency'],

View File

@ -26,7 +26,7 @@ export interface Environment extends CleanedEnvAccessors {
MAX_ACTIVITIES_TO_IMPORT: number; MAX_ACTIVITIES_TO_IMPORT: number;
MAX_ITEM_IN_CACHE: number; MAX_ITEM_IN_CACHE: number;
PORT: number; PORT: number;
RAKUTEN_RAPID_API_KEY: string; RAPID_API_API_KEY: string;
REDIS_HOST: string; REDIS_HOST: string;
REDIS_PASSWORD: string; REDIS_PASSWORD: string;
REDIS_PORT: number; REDIS_PORT: number;

View File

@ -1,6 +1,7 @@
import { IsString } from 'class-validator'; import { IsOptional, IsString } from 'class-validator';
export class PropertyDto { export class PropertyDto {
@IsOptional()
@IsString() @IsString()
value: string; value: string;
} }

View File

@ -64,6 +64,23 @@ export class SymbolProfileService {
.then((symbolProfiles) => this.getSymbols(symbolProfiles)); .then((symbolProfiles) => this.getSymbols(symbolProfiles));
} }
public async getSymbolProfilesByIds(
symbolProfileIds: string[]
): Promise<EnhancedSymbolProfile[]> {
return this.prismaService.symbolProfile
.findMany({
include: { SymbolProfileOverrides: true },
where: {
id: {
in: symbolProfileIds.map((symbolProfileId) => {
return symbolProfileId;
})
}
}
})
.then((symbolProfiles) => this.getSymbols(symbolProfiles));
}
/** /**
* @deprecated * @deprecated
*/ */

View File

@ -1,7 +1,6 @@
import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module'; import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module'; import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module'; import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { TwitterBotService } from '@ghostfolio/api/services/twitter-bot/twitter-bot.service'; import { TwitterBotService } from '@ghostfolio/api/services/twitter-bot/twitter-bot.service';
import { Module } from '@nestjs/common'; import { Module } from '@nestjs/common';

View File

@ -53,13 +53,15 @@ export class TwitterBotService {
symbolItem.marketPrice symbolItem.marketPrice
); );
let status = `Current Market Mood: ${emoji} ${text} (${symbolItem.marketPrice}/100)`; let status = `Current market mood is ${emoji} ${text.toLowerCase()} (${
symbolItem.marketPrice
}/100)`;
const benchmarkListing = await this.getBenchmarkListing(3); const benchmarkListing = await this.getBenchmarkListing(3);
if (benchmarkListing?.length > 1) { if (benchmarkListing?.length > 1) {
status += '\n\n'; status += '\n\n';
status += % from ATH\n'; status += '± from ATH in %\n';
status += benchmarkListing; status += benchmarkListing;
} }

View File

@ -95,6 +95,13 @@ const routes: Routes = [
'./pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.module' './pages/blog/2022/08/500-stars-on-github/500-stars-on-github-page.module'
).then((m) => m.FiveHundredStarsOnGitHubPageModule) ).then((m) => m.FiveHundredStarsOnGitHubPageModule)
}, },
{
path: 'blog/2022/10/hacktoberfest-2022',
loadChildren: () =>
import(
'./pages/blog/2022/10/hacktoberfest-2022/hacktoberfest-2022-page.module'
).then((m) => m.Hacktoberfest2022PageModule)
},
{ {
path: 'demo', path: 'demo',
loadChildren: () => loadChildren: () =>

View File

@ -13,6 +13,7 @@ import {
} from '@ghostfolio/common/config'; } from '@ghostfolio/common/config';
import { InfoItem, User } from '@ghostfolio/common/interfaces'; import { InfoItem, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { ColorScheme } from '@ghostfolio/common/types';
import { MaterialCssVarsService } from 'angular-material-css-vars'; import { MaterialCssVarsService } from 'angular-material-css-vars';
import { DeviceDetectorService } from 'ngx-device-detector'; import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs'; import { Subject } from 'rxjs';
@ -77,6 +78,8 @@ export class AppComponent implements OnDestroy, OnInit {
permissions.createUserAccount permissions.createUserAccount
); );
this.initializeTheme(this.user?.settings.colorScheme);
this.changeDetectorRef.markForCheck(); this.changeDetectorRef.markForCheck();
}); });
} }
@ -97,13 +100,17 @@ export class AppComponent implements OnDestroy, OnInit {
this.unsubscribeSubject.complete(); this.unsubscribeSubject.complete();
} }
private initializeTheme() { private initializeTheme(userPreferredColorScheme?: ColorScheme) {
this.materialCssVarsService.setDarkTheme( const isDarkTheme = userPreferredColorScheme
window.matchMedia('(prefers-color-scheme: dark)').matches ? userPreferredColorScheme === 'DARK'
); : window.matchMedia('(prefers-color-scheme: dark)').matches;
this.materialCssVarsService.setDarkTheme(isDarkTheme);
window.matchMedia('(prefers-color-scheme: dark)').addListener((event) => { window.matchMedia('(prefers-color-scheme: dark)').addListener((event) => {
this.materialCssVarsService.setDarkTheme(event.matches); if (!this.user?.settings.colorScheme) {
this.materialCssVarsService.setDarkTheme(event.matches);
}
}); });
this.materialCssVarsService.setPrimaryColor(primaryColorHex); this.materialCssVarsService.setPrimaryColor(primaryColorHex);

View File

@ -61,7 +61,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
.subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => { .subscribe(({ accountType, name, Platform, valueInBaseCurrency }) => {
this.accountType = accountType; this.accountType = accountType;
this.name = name; this.name = name;
this.platformName = Platform?.name; this.platformName = Platform?.name ?? '-';
this.valueInBaseCurrency = valueInBaseCurrency; this.valueInBaseCurrency = valueInBaseCurrency;
this.changeDetectorRef.markForCheck(); this.changeDetectorRef.markForCheck();

View File

@ -21,10 +21,12 @@
<div class="row"> <div class="row">
<div class="col-6 mb-3"> <div class="col-6 mb-3">
<gf-value size="medium" [value]="accountType">Account Type</gf-value> <gf-value i18n size="medium" [value]="accountType"
>Account Type</gf-value
>
</div> </div>
<div class="col-6 mb-3"> <div class="col-6 mb-3">
<gf-value size="medium" [value]="platformName">Platform</gf-value> <gf-value i18n size="medium" [value]="platformName">Platform</gf-value>
</div> </div>
</div> </div>

View File

@ -2,7 +2,10 @@
<div class="row"> <div class="row">
<div class="col"> <div class="col">
<form class="align-items-center d-flex" [formGroup]="filterForm"> <form class="align-items-center d-flex" [formGroup]="filterForm">
<mat-form-field appearance="outline" class="flex-grow-1"> <mat-form-field
appearance="outline"
class="compact-with-outline flex-grow-1 mr-2 without-hint"
>
<mat-select formControlName="status"> <mat-select formControlName="status">
<mat-option></mat-option> <mat-option></mat-option>
<mat-option <mat-option
@ -13,7 +16,7 @@
</mat-select> </mat-select>
</mat-form-field> </mat-form-field>
<button <button
class="ml-1" class="mt-1"
color="warn" color="warn"
mat-flat-button mat-flat-button
(click)="onDeleteJobs()" (click)="onDeleteJobs()"

View File

@ -2,6 +2,7 @@
<gf-line-chart <gf-line-chart
class="mb-4" class="mb-4"
[historicalDataItems]="historicalDataItems" [historicalDataItems]="historicalDataItems"
[isAnimated]="true"
[locale]="locale" [locale]="locale"
[showXAxis]="true" [showXAxis]="true"
[showYAxis]="true" [showYAxis]="true"

View File

@ -14,8 +14,7 @@ import {
getDateFormatString, getDateFormatString,
getLocale getLocale
} from '@ghostfolio/common/helper'; } from '@ghostfolio/common/helper';
import { User } from '@ghostfolio/common/interfaces'; import { LineChartItem, User } from '@ghostfolio/common/interfaces';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { DataSource, MarketData } from '@prisma/client'; import { DataSource, MarketData } from '@prisma/client';
import { import {
addDays, addDays,

View File

@ -92,7 +92,6 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
if ( if (
params['assetProfileDialog'] && params['assetProfileDialog'] &&
params['dataSource'] && params['dataSource'] &&
params['dateOfFirstActivity'] &&
params['symbol'] params['symbol']
) { ) {
this.openAssetProfileDialog({ this.openAssetProfileDialog({
@ -170,12 +169,16 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
dateOfFirstActivity, dateOfFirstActivity,
symbol symbol
}: UniqueAsset & { dateOfFirstActivity: string }) { }: UniqueAsset & { dateOfFirstActivity: string }) {
try {
dateOfFirstActivity = format(parseISO(dateOfFirstActivity), DATE_FORMAT);
} catch {}
this.router.navigate([], { this.router.navigate([], {
queryParams: { queryParams: {
dateOfFirstActivity,
dataSource, dataSource,
symbol, symbol,
assetProfileDialog: true, assetProfileDialog: true
dateOfFirstActivity: format(parseISO(dateOfFirstActivity), DATE_FORMAT)
} }
}); });
} }

View File

@ -99,7 +99,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
...this.coupons, ...this.coupons,
{ code: this.generateCouponCode(16), duration: this.couponDuration } { code: this.generateCouponCode(16), duration: this.couponDuration }
]; ];
this.putCoupons(coupons); this.putAdminSetting({ key: PROPERTY_COUPONS, value: coupons });
} }
public onAddCurrency() { public onAddCurrency() {
@ -107,7 +107,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
if (currency) { if (currency) {
const currencies = uniq([...this.customCurrencies, currency]); const currencies = uniq([...this.customCurrencies, currency]);
this.putCurrencies(currencies); this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
} }
} }
@ -124,7 +124,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
const coupons = this.coupons.filter((coupon) => { const coupons = this.coupons.filter((coupon) => {
return coupon.code !== aCouponCode; return coupon.code !== aCouponCode;
}); });
this.putCoupons(coupons); this.putAdminSetting({ key: PROPERTY_COUPONS, value: coupons });
} }
} }
@ -137,12 +137,12 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
const currencies = this.customCurrencies.filter((currency) => { const currencies = this.customCurrencies.filter((currency) => {
return currency !== aCurrency; return currency !== aCurrency;
}); });
this.putCurrencies(currencies); this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
} }
} }
public onDeleteSystemMessage() { public onDeleteSystemMessage() {
this.putSystemMessage(''); this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
} }
public onFlushCache() { public onFlushCache() {
@ -192,14 +192,20 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
} }
public onReadOnlyModeChange(aEvent: MatSlideToggleChange) { public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
this.setReadOnlyMode(aEvent.checked); this.putAdminSetting({
key: PROPERTY_IS_READ_ONLY_MODE,
value: aEvent.checked ? true : undefined
});
} }
public onSetSystemMessage() { public onSetSystemMessage() {
const systemMessage = prompt($localize`Please set your system message:`); const systemMessage = prompt($localize`Please set your system message:`);
if (systemMessage) { if (systemMessage) {
this.putSystemMessage(systemMessage); this.putAdminSetting({
key: PROPERTY_SYSTEM_MESSAGE,
value: systemMessage
});
} }
} }
@ -236,49 +242,10 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
return couponCode; return couponCode;
} }
private putCoupons(aCoupons: Coupon[]) { private putAdminSetting({ key, value }: { key: string; value: any }) {
this.dataService this.dataService
.putAdminSetting(PROPERTY_COUPONS, { .putAdminSetting(key, {
value: JSON.stringify(aCoupons) value: value ? JSON.stringify(value) : undefined
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
private putCurrencies(aCurrencies: string[]) {
this.dataService
.putAdminSetting(PROPERTY_CURRENCIES, {
value: JSON.stringify(aCurrencies)
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
private putSystemMessage(aSystemMessage: string) {
this.dataService
.putAdminSetting(PROPERTY_SYSTEM_MESSAGE, {
value: aSystemMessage
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
private setReadOnlyMode(aValue: boolean) {
this.dataService
.putAdminSetting(PROPERTY_IS_READ_ONLY_MODE, {
value: aValue ? 'true' : ''
}) })
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => { .subscribe(() => {

View File

@ -5,15 +5,26 @@
<mat-card-content> <mat-card-content>
<div class="d-flex my-3"> <div class="d-flex my-3">
<div class="w-50" i18n>User Count</div> <div class="w-50" i18n>User Count</div>
<div class="w-50">{{ userCount }}</div> <div class="w-50">
<gf-value
precision="0"
[locale]="user?.settings?.locale"
[value]="userCount"
></gf-value>
</div>
</div> </div>
<div class="d-flex my-3"> <div class="d-flex my-3">
<div class="w-50" i18n>Activity Count</div> <div class="w-50" i18n>Activity Count</div>
<div class="w-50"> <div class="w-50">
<ng-container *ngIf="transactionCount"> <gf-value
{{ transactionCount }} ({{ transactionCount / userCount | number precision="0"
: '1.2-2' }} <span i18n>per User</span>) [locale]="user?.settings?.locale"
</ng-container> [value]="transactionCount"
></gf-value>
<div *ngIf="transactionCount && userCount">
{{ transactionCount / userCount | number : '1.2-2' }}
<span i18n>per User</span>
</div>
</div> </div>
</div> </div>
<div class="d-flex my-3"> <div class="d-flex my-3">
@ -108,10 +119,20 @@
</div> </div>
</div> </div>
</div> </div>
<div class="align-items-start d-flex my-3">
<div class="w-50" i18n>Benchmarks</div>
<div class="w-50">
<table>
<tr *ngFor="let benchmark of info?.benchmarks">
<td class="pl-1">{{ benchmark.symbol }}</td>
</tr>
</table>
</div>
</div>
<div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3"> <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
<div class="w-50" i18n>System Message</div> <div class="w-50" i18n>System Message</div>
<div class="w-50"> <div class="w-50">
<div *ngIf="info.systemMessage"> <div *ngIf="info?.systemMessage">
<span>{{ info.systemMessage }}</span> <span>{{ info.systemMessage }}</span>
<button <button
class="mini-icon mx-1 no-min-width px-2" class="mini-icon mx-1 no-min-width px-2"
@ -122,7 +143,7 @@
</button> </button>
</div> </div>
<button <button
*ngIf="!info.systemMessage" *ngIf="!info?.systemMessage"
color="accent" color="accent"
mat-flat-button mat-flat-button
(click)="onSetSystemMessage()" (click)="onSetSystemMessage()"
@ -162,8 +183,11 @@
</button> </button>
</div> </div>
<div class="mt-2"> <div class="mt-2">
<form #couponForm="ngForm"> <form #couponForm="ngForm" class="align-items-center d-flex">
<mat-form-field appearance="outline" class="mr-2"> <mat-form-field
appearance="outline"
class="compact-with-outline mr-2 without-hint"
>
<mat-select <mat-select
name="duration" name="duration"
[value]="couponDuration" [value]="couponDuration"
@ -176,6 +200,7 @@
</mat-select> </mat-select>
</mat-form-field> </mat-form-field>
<button <button
class="mt-1"
color="primary" color="primary"
mat-flat-button mat-flat-button
(click)="onAddCoupon()" (click)="onAddCoupon()"

View File

@ -14,8 +14,8 @@ import { AdminOverviewComponent } from './admin-overview.component';
declarations: [AdminOverviewComponent], declarations: [AdminOverviewComponent],
exports: [], exports: [],
imports: [ imports: [
FormsModule,
CommonModule, CommonModule,
FormsModule,
GfValueModule, GfValueModule,
MatButtonModule, MatButtonModule,
MatCardModule, MatCardModule,

View File

@ -43,23 +43,23 @@
<td class="mat-cell px-1 py-2 text-right"> <td class="mat-cell px-1 py-2 text-right">
{{ formatDistanceToNow(userItem.createdAt) }} {{ formatDistanceToNow(userItem.createdAt) }}
</td> </td>
<td class="mat-cell px-1 py-2"> <td class="mat-cell px-1 py-2 text-right">
<gf-value <gf-value
class="align-items-end" class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[value]="userItem.accountCount" [value]="userItem.accountCount"
></gf-value> ></gf-value>
</td> </td>
<td class="mat-cell px-1 py-2"> <td class="mat-cell px-1 py-2 text-right">
<gf-value <gf-value
class="align-items-end" class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[value]="userItem.transactionCount" [value]="userItem.transactionCount"
></gf-value> ></gf-value>
</td> </td>
<td class="mat-cell px-1 py-2"> <td class="mat-cell px-1 py-2 text-right">
<gf-value <gf-value
class="align-items-end" class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[precision]="0" [precision]="0"
[value]="userItem.engagement" [value]="userItem.engagement"

View File

@ -0,0 +1,48 @@
<div class="mb-2 row">
<div class="col-md-6 col-xs-12 d-flex">
<div class="align-items-center d-flex flex-grow-1 h5 mb-0 text-truncate">
<span i18n>Performance</span>
<gf-premium-indicator
*ngIf="user?.subscription?.type === 'Basic'"
class="ml-1"
></gf-premium-indicator>
</div>
</div>
<div class="col-md-6 col-xs-12 d-flex justify-content-end">
<mat-form-field
appearance="outline"
class="w-100 without-hint"
color="accent"
[hidden]="benchmarks?.length === 0"
>
<mat-label i18n>Compare with...</mat-label>
<mat-select
name="benchmark"
[value]="benchmark"
(selectionChange)="onChangeBenchmark($event.value)"
>
<mat-option [value]="null"></mat-option>
<mat-option
*ngFor="let symbolProfile of benchmarks"
[value]="symbolProfile.id"
>{{ symbolProfile.name }}</mat-option
>
</mat-select>
</mat-form-field>
</div>
</div>
<div class="chart-container">
<ngx-skeleton-loader
*ngIf="isLoading"
animation="pulse"
[theme]="{
height: '100%',
width: '100%'
}"
></ngx-skeleton-loader>
<canvas
#chartCanvas
class="h-100"
[ngStyle]="{ display: isLoading ? 'none' : 'block' }"
></canvas>
</div>

View File

@ -0,0 +1,11 @@
:host {
display: block;
.chart-container {
aspect-ratio: 16 / 9;
ngx-skeleton-loader {
height: 100%;
}
}
}

View File

@ -0,0 +1,217 @@
import 'chartjs-adapter-date-fns';
import {
ChangeDetectionStrategy,
Component,
EventEmitter,
Input,
OnChanges,
OnDestroy,
Output,
ViewChild
} from '@angular/core';
import {
getTooltipOptions,
getTooltipPositionerMapTop,
getVerticalHoverLinePlugin
} from '@ghostfolio/common/chart-helper';
import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
import {
getBackgroundColor,
getDateFormatString,
getTextColor,
parseDate
} from '@ghostfolio/common/helper';
import { LineChartItem, User } from '@ghostfolio/common/interfaces';
import { ColorScheme } from '@ghostfolio/common/types';
import { SymbolProfile } from '@prisma/client';
import {
Chart,
LineController,
LineElement,
LinearScale,
PointElement,
TimeScale,
Tooltip
} from 'chart.js';
import annotationPlugin from 'chartjs-plugin-annotation';
@Component({
selector: 'gf-benchmark-comparator',
changeDetection: ChangeDetectionStrategy.OnPush,
templateUrl: './benchmark-comparator.component.html',
styleUrls: ['./benchmark-comparator.component.scss']
})
export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
@Input() benchmarkDataItems: LineChartItem[] = [];
@Input() benchmark: string;
@Input() benchmarks: Partial<SymbolProfile>[];
@Input() colorScheme: ColorScheme;
@Input() daysInMarket: number;
@Input() isLoading: boolean;
@Input() locale: string;
@Input() performanceDataItems: LineChartItem[];
@Input() user: User;
@Output() benchmarkChanged = new EventEmitter<string>();
@ViewChild('chartCanvas') chartCanvas;
public chart: Chart<any>;
public constructor() {
Chart.register(
annotationPlugin,
LinearScale,
LineController,
LineElement,
PointElement,
TimeScale,
Tooltip
);
Tooltip.positioners['top'] = (elements, position) =>
getTooltipPositionerMapTop(this.chart, position);
}
public ngOnChanges() {
if (this.performanceDataItems) {
this.initialize();
}
}
public onChangeBenchmark(symbolProfileId: string) {
this.benchmarkChanged.next(symbolProfileId);
}
public ngOnDestroy() {
this.chart?.destroy();
}
private initialize() {
const data = {
datasets: [
{
backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderWidth: 2,
data: this.performanceDataItems.map(({ date, value }) => {
return { x: parseDate(date), y: value };
}),
label: $localize`Portfolio`
},
{
backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderWidth: 2,
data: this.benchmarkDataItems.map(({ date, value }) => {
return { x: parseDate(date), y: value };
}),
label: $localize`Benchmark`
}
]
};
if (this.chartCanvas) {
if (this.chart) {
this.chart.data = data;
this.chart.options.plugins.tooltip = <unknown>(
this.getTooltipPluginConfiguration()
);
this.chart.update();
} else {
this.chart = new Chart(this.chartCanvas.nativeElement, {
data,
options: {
animation: false,
elements: {
line: {
tension: 0
},
point: {
hoverBackgroundColor: getBackgroundColor(this.colorScheme),
hoverRadius: 2,
radius: 0
}
},
interaction: { intersect: false, mode: 'index' },
maintainAspectRatio: true,
plugins: <unknown>{
annotation: {
annotations: {
yAxis: {
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1,
scaleID: 'y',
type: 'line',
value: 0
}
}
},
legend: {
display: false
},
tooltip: this.getTooltipPluginConfiguration(),
verticalHoverLine: {
color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
}
},
responsive: true,
scales: {
x: {
display: true,
grid: {
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1,
color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false
},
type: 'time',
time: {
tooltipFormat: getDateFormatString(this.locale),
unit: 'year'
}
},
y: {
display: true,
grid: {
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false,
drawBorder: false
},
position: 'right',
ticks: {
callback: (value: number) => {
return `${value} %`;
},
display: true,
mirror: true,
z: 1
}
}
}
},
plugins: [
getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
],
type: 'line'
});
}
}
}
private getTooltipPluginConfiguration() {
return {
...getTooltipOptions({
colorScheme: this.colorScheme,
locale: this.locale,
unit: '%'
}),
mode: 'x',
position: <unknown>'top',
xAlign: 'center',
yAlign: 'bottom'
};
}
}

View File

@ -0,0 +1,20 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatSelectModule } from '@angular/material/select';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
@NgModule({
declarations: [BenchmarkComparatorComponent],
exports: [BenchmarkComparatorComponent],
imports: [
CommonModule,
FormsModule,
MatSelectModule,
NgxSkeletonLoaderModule,
ReactiveFormsModule
]
})
export class GfBenchmarkComparatorModule {}

View File

@ -5,10 +5,6 @@ import { PositionDetailDialog } from '@ghostfolio/client/components/position/pos
import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component'; import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
import { DataService } from '@ghostfolio/client/services/data.service'; import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service'; import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
RANGE,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service'; import { UserService } from '@ghostfolio/client/services/user/user.service';
import { Position, User } from '@ghostfolio/common/interfaces'; import { Position, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@ -26,7 +22,6 @@ import { PositionDetailDialogParams } from '../position/position-detail-dialog/i
templateUrl: './home-holdings.html' templateUrl: './home-holdings.html'
}) })
export class HomeHoldingsComponent implements OnDestroy, OnInit { export class HomeHoldingsComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS; public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string; public deviceType: string;
public hasImpersonationId: boolean; public hasImpersonationId: boolean;
@ -44,7 +39,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
private impersonationStorageService: ImpersonationStorageService, private impersonationStorageService: ImpersonationStorageService,
private route: ActivatedRoute, private route: ActivatedRoute,
private router: Router, private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService private userService: UserService
) { ) {
this.route.queryParams this.route.queryParams
@ -73,7 +67,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
permissions.createOrder permissions.createOrder
); );
this.changeDetectorRef.markForCheck(); this.update();
} }
}); });
} }
@ -88,18 +82,25 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.hasImpersonationId = !!aId; this.hasImpersonationId = !!aId;
}); });
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.update(); this.update();
} }
public onChangeDateRange(aDateRange: DateRange) { public onChangeDateRange(dateRange: DateRange) {
this.dateRange = aDateRange; this.dataService
this.settingsStorageService.setSetting(RANGE, this.dateRange); .putUserSetting({ dateRange })
this.update(); .pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
} }
public ngOnDestroy() { public ngOnDestroy() {
@ -126,6 +127,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
dataSource, dataSource,
symbol, symbol,
baseCurrency: this.user?.settings?.baseCurrency, baseCurrency: this.user?.settings?.baseCurrency,
colorScheme: this.user?.settings?.colorScheme,
deviceType: this.deviceType, deviceType: this.deviceType,
hasImpersonationId: this.hasImpersonationId, hasImpersonationId: this.hasImpersonationId,
hasPermissionToReportDataGlitch: hasPermission( hasPermissionToReportDataGlitch: hasPermission(
@ -151,7 +153,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.positions = undefined; this.positions = undefined;
this.dataService this.dataService
.fetchPositions({ range: this.dateRange }) .fetchPositions({ range: this.user?.settings?.dateRange })
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => { .subscribe((response) => {
this.positions = response.positions; this.positions = response.positions;

View File

@ -1,7 +1,7 @@
<div class="container justify-content-center p-3"> <div class="container justify-content-center p-3">
<div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center"> <div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
<gf-toggle <gf-toggle
[defaultValue]="dateRange" [defaultValue]="user?.settings?.dateRange"
[isLoading]="positions === undefined" [isLoading]="positions === undefined"
[options]="dateRangeOptions" [options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)" (change)="onChangeDateRange($event.value)"
@ -17,7 +17,7 @@
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder" [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[positions]="positions" [positions]="positions"
[range]="dateRange" [range]="user?.settings?.dateRange"
></gf-positions> ></gf-positions>
</mat-card-content> </mat-card-content>
</mat-card> </mat-card>

View File

@ -24,7 +24,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
public fearLabel = $localize`Fear`; public fearLabel = $localize`Fear`;
public greedLabel = $localize`Greed`; public greedLabel = $localize`Greed`;
public hasPermissionToAccessFearAndGreedIndex: boolean; public hasPermissionToAccessFearAndGreedIndex: boolean;
public historicalData: HistoricalDataItem[]; public historicalDataItems: HistoricalDataItem[];
public info: InfoItem; public info: InfoItem;
public isLoading = true; public isLoading = true;
public readonly numberOfDays = 180; public readonly numberOfDays = 180;
@ -67,7 +67,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ historicalData, marketPrice }) => { .subscribe(({ historicalData, marketPrice }) => {
this.fearAndGreedIndex = marketPrice; this.fearAndGreedIndex = marketPrice;
this.historicalData = [ this.historicalDataItems = [
...historicalData, ...historicalData,
{ {
date: resetHours(new Date()).toISOString(), date: resetHours(new Date()).toISOString(),

View File

@ -10,7 +10,8 @@
symbol="Fear & Greed Index" symbol="Fear & Greed Index"
yMax="100" yMax="100"
yMin="0" yMin="0"
[historicalDataItems]="historicalData" [historicalDataItems]="historicalDataItems"
[isAnimated]="true"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[showXAxis]="true" [showXAxis]="true"
[showYAxis]="true" [showYAxis]="true"

View File

@ -2,19 +2,15 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component'; import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
import { DataService } from '@ghostfolio/client/services/data.service'; import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service'; import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
RANGE,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service'; import { UserService } from '@ghostfolio/client/services/user/user.service';
import { import {
LineChartItem,
PortfolioPerformance, PortfolioPerformance,
UniqueAsset, UniqueAsset,
User User
} from '@ghostfolio/common/interfaces'; } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types'; import { DateRange } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { DeviceDetectorService } from 'ngx-device-detector'; import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs'; import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators'; import { takeUntil } from 'rxjs/operators';
@ -25,7 +21,6 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './home-overview.html' templateUrl: './home-overview.html'
}) })
export class HomeOverviewComponent implements OnDestroy, OnInit { export class HomeOverviewComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS; public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string; public deviceType: string;
public errors: UniqueAsset[]; public errors: UniqueAsset[];
@ -47,7 +42,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
private dataService: DataService, private dataService: DataService,
private deviceService: DeviceDetectorService, private deviceService: DeviceDetectorService,
private impersonationStorageService: ImpersonationStorageService, private impersonationStorageService: ImpersonationStorageService,
private settingsStorageService: SettingsStorageService,
private userService: UserService private userService: UserService
) { ) {
this.userService.stateChanged this.userService.stateChanged
@ -61,7 +55,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
permissions.createOrder permissions.createOrder
); );
this.changeDetectorRef.markForCheck(); this.update();
} }
}); });
} }
@ -78,23 +72,28 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
this.changeDetectorRef.markForCheck(); this.changeDetectorRef.markForCheck();
}); });
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.showDetails = this.showDetails =
!this.hasImpersonationId && !this.hasImpersonationId &&
!this.user.settings.isRestrictedView && !this.user.settings.isRestrictedView &&
this.user.settings.viewMode !== 'ZEN'; this.user.settings.viewMode !== 'ZEN';
this.update();
} }
public onChangeDateRange(aDateRange: DateRange) { public onChangeDateRange(dateRange: DateRange) {
this.dateRange = aDateRange; this.dataService
this.settingsStorageService.setSetting(RANGE, this.dateRange); .putUserSetting({ dateRange })
this.update(); .pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
} }
public ngOnDestroy() { public ngOnDestroy() {
@ -103,36 +102,29 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
} }
private update() { private update() {
this.historicalDataItems = null;
this.isLoadingPerformance = true; this.isLoadingPerformance = true;
this.dataService this.dataService
.fetchChart({ .fetchPortfolioPerformance({
range: this.dateRange, range: this.user?.settings?.dateRange
version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
}) })
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe((chartData) => {
this.historicalDataItems = chartData.chart.map((chartDataItem) => {
return {
date: chartDataItem.date,
value: chartDataItem.value
};
});
this.isAllTimeHigh = chartData.isAllTimeHigh;
this.isAllTimeLow = chartData.isAllTimeLow;
this.changeDetectorRef.markForCheck();
});
this.dataService
.fetchPortfolioPerformance({ range: this.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => { .subscribe((response) => {
this.errors = response.errors; this.errors = response.errors;
this.hasError = response.hasErrors; this.hasError = response.hasErrors;
this.performance = response.performance; this.performance = response.performance;
this.isLoadingPerformance = false; this.isLoadingPerformance = false;
this.historicalDataItems = response.chart.map(
({ date, netPerformanceInPercentage }) => {
return {
date,
value: netPerformanceInPercentage
};
}
);
this.changeDetectorRef.markForCheck(); this.changeDetectorRef.markForCheck();
}); });

View File

@ -15,15 +15,17 @@
<gf-line-chart <gf-line-chart
class="position-absolute" class="position-absolute"
symbol="Performance" symbol="Performance"
[historicalDataItems]="historicalDataItems" unit="%"
[colorScheme]="user?.settings?.colorScheme"
[hidden]="historicalDataItems?.length === 0" [hidden]="historicalDataItems?.length === 0"
[historicalDataItems]="historicalDataItems"
[isAnimated]="user?.settings?.dateRange === '1d' ? false : true"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
[ngClass]="{ 'pr-3': deviceType === 'mobile' }" [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
[showGradient]="true" [showGradient]="true"
[showLoader]="false" [showLoader]="false"
[showXAxis]="false" [showXAxis]="false"
[showYAxis]="false" [showYAxis]="false"
[unit]="user?.settings?.isExperimentalFeatures ? '%' : user?.settings?.baseCurrency"
></gf-line-chart> ></gf-line-chart>
</div> </div>
</div> </div>
@ -45,7 +47,7 @@
></gf-portfolio-performance> ></gf-portfolio-performance>
<div *ngIf="showDetails" class="text-center"> <div *ngIf="showDetails" class="text-center">
<gf-toggle <gf-toggle
[defaultValue]="dateRange" [defaultValue]="user?.settings?.dateRange"
[isLoading]="isLoadingPerformance" [isLoading]="isLoadingPerformance"
[options]="dateRangeOptions" [options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)" (change)="onChangeDateRange($event.value)"

View File

@ -1,8 +1,18 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core'; import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import {
MatSnackBar,
MatSnackBarRef,
TextOnlySnackBar
} from '@angular/material/snack-bar';
import { Router } from '@angular/router';
import { DataService } from '@ghostfolio/client/services/data.service'; import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service'; import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service'; import { UserService } from '@ghostfolio/client/services/user/user.service';
import { PortfolioSummary, User } from '@ghostfolio/common/interfaces'; import {
InfoItem,
PortfolioSummary,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Subject } from 'rxjs'; import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators'; import { takeUntil } from 'rxjs/operators';
@ -14,8 +24,11 @@ import { takeUntil } from 'rxjs/operators';
}) })
export class HomeSummaryComponent implements OnDestroy, OnInit { export class HomeSummaryComponent implements OnDestroy, OnInit {
public hasImpersonationId: boolean; public hasImpersonationId: boolean;
public hasPermissionForSubscription: boolean;
public hasPermissionToUpdateUserSettings: boolean; public hasPermissionToUpdateUserSettings: boolean;
public info: InfoItem;
public isLoading = true; public isLoading = true;
public snackBarRef: MatSnackBarRef<TextOnlySnackBar>;
public summary: PortfolioSummary; public summary: PortfolioSummary;
public user: User; public user: User;
@ -25,8 +38,17 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
private changeDetectorRef: ChangeDetectorRef, private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService, private dataService: DataService,
private impersonationStorageService: ImpersonationStorageService, private impersonationStorageService: ImpersonationStorageService,
private router: Router,
private snackBar: MatSnackBar,
private userService: UserService private userService: UserService
) { ) {
this.info = this.dataService.fetchInfo();
this.hasPermissionForSubscription = hasPermission(
this.info?.globalPermissions,
permissions.enableSubscription
);
this.userService.stateChanged this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => { .subscribe((state) => {
@ -38,7 +60,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
permissions.updateUserSettings permissions.updateUserSettings
); );
this.changeDetectorRef.markForCheck(); this.update();
} }
}); });
} }
@ -50,8 +72,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.subscribe((aId) => { .subscribe((aId) => {
this.hasImpersonationId = !!aId; this.hasImpersonationId = !!aId;
}); });
this.update();
} }
public onChangeEmergencyFund(emergencyFund: number) { public onChangeEmergencyFund(emergencyFund: number) {
@ -59,7 +79,16 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.putUserSetting({ emergencyFund }) .putUserSetting({ emergencyFund })
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => { .subscribe(() => {
this.update(); this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
}); });
} }
@ -72,12 +101,30 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
this.isLoading = true; this.isLoading = true;
this.dataService this.dataService
.fetchPortfolioSummary() .fetchPortfolioDetails({})
.pipe(takeUntil(this.unsubscribeSubject)) .pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => { .subscribe(({ summary }) => {
this.summary = response; this.summary = summary;
this.isLoading = false; this.isLoading = false;
if (!this.summary) {
this.snackBarRef = this.snackBar.open(
$localize`This feature requires a subscription.`,
this.hasPermissionForSubscription
? $localize`Upgrade Plan`
: undefined,
{ duration: 6000 }
);
this.snackBarRef.afterDismissed().subscribe(() => {
this.snackBarRef = undefined;
});
this.snackBarRef.onAction().subscribe(() => {
this.router.navigate(['/pricing']);
});
}
this.changeDetectorRef.markForCheck(); this.changeDetectorRef.markForCheck();
}); });

View File

@ -15,14 +15,16 @@ import {
} from '@ghostfolio/common/chart-helper'; } from '@ghostfolio/common/chart-helper';
import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config'; import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
import { import {
DATE_FORMAT,
getBackgroundColor, getBackgroundColor,
getDateFormatString, getDateFormatString,
getTextColor, getTextColor,
parseDate, parseDate,
transformTickToAbbreviation transformTickToAbbreviation
} from '@ghostfolio/common/helper'; } from '@ghostfolio/common/helper';
import { LineChartItem } from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface'; import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { GroupBy } from '@ghostfolio/common/types'; import { ColorScheme, DateRange, GroupBy } from '@ghostfolio/common/types';
import { import {
BarController, BarController,
BarElement, BarElement,
@ -35,7 +37,7 @@ import {
Tooltip Tooltip
} from 'chart.js'; } from 'chart.js';
import annotationPlugin from 'chartjs-plugin-annotation'; import annotationPlugin from 'chartjs-plugin-annotation';
import { addDays, isAfter, parseISO, subDays } from 'date-fns'; import { addDays, format, isAfter, parseISO, subDays } from 'date-fns';
@Component({ @Component({
selector: 'gf-investment-chart', selector: 'gf-investment-chart',
@ -44,19 +46,24 @@ import { addDays, isAfter, parseISO, subDays } from 'date-fns';
styleUrls: ['./investment-chart.component.scss'] styleUrls: ['./investment-chart.component.scss']
}) })
export class InvestmentChartComponent implements OnChanges, OnDestroy { export class InvestmentChartComponent implements OnChanges, OnDestroy {
@Input() benchmarkDataItems: InvestmentItem[] = [];
@Input() colorScheme: ColorScheme;
@Input() currency: string; @Input() currency: string;
@Input() daysInMarket: number; @Input() daysInMarket: number;
@Input() groupBy: GroupBy; @Input() groupBy: GroupBy;
@Input() investments: InvestmentItem[]; @Input() historicalDataItems: LineChartItem[] = [];
@Input() isInPercent = false; @Input() isInPercent = false;
@Input() locale: string; @Input() locale: string;
@Input() range: DateRange = 'max';
@Input() savingsRate = 0; @Input() savingsRate = 0;
@ViewChild('chartCanvas') chartCanvas; @ViewChild('chartCanvas') chartCanvas;
public chart: Chart; public chart: Chart<any>;
public isLoading = true; public isLoading = true;
private data: InvestmentItem[];
public constructor() { public constructor() {
Chart.register( Chart.register(
annotationPlugin, annotationPlugin,
@ -75,7 +82,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
} }
public ngOnChanges() { public ngOnChanges() {
if (this.investments) { if (this.benchmarkDataItems && this.historicalDataItems) {
this.initialize(); this.initialize();
} }
} }
@ -87,51 +94,72 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
private initialize() { private initialize() {
this.isLoading = true; this.isLoading = true;
if (!this.groupBy && this.investments?.length > 0) { // Create a clone
// Extend chart by 5% of days in market (before) this.data = this.benchmarkDataItems.map((item) => Object.assign({}, item));
const firstItem = this.investments[0];
this.investments.unshift({ if (!this.groupBy && this.data?.length > 0) {
...firstItem, if (this.range === 'max') {
date: subDays( // Extend chart by 5% of days in market (before)
parseISO(firstItem.date), const firstItem = this.data[0];
this.daysInMarket * 0.05 || 90 this.data.unshift({
).toISOString(), ...firstItem,
investment: 0 date: format(
}); subDays(parseISO(firstItem.date), this.daysInMarket * 0.05 || 90),
DATE_FORMAT
),
investment: 0
});
}
// Extend chart by 5% of days in market (after) // Extend chart by 5% of days in market (after)
const lastItem = this.investments[this.investments.length - 1]; const lastItem = this.data[this.data.length - 1];
this.investments.push({ this.data.push({
...lastItem, ...lastItem,
date: addDays( date: format(
parseDate(lastItem.date), addDays(parseDate(lastItem.date), this.daysInMarket * 0.05 || 90),
this.daysInMarket * 0.05 || 90 DATE_FORMAT
).toISOString() )
}); });
} }
const data = { const data = {
labels: this.investments.map((investmentItem) => { labels: this.historicalDataItems.map(({ date }) => {
return investmentItem.date; return parseDate(date);
}), }),
datasets: [ datasets: [
{ {
backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`, backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`, borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderWidth: this.groupBy ? 0 : 2, borderWidth: this.groupBy ? 0 : 1,
data: this.investments.map((position) => { data: this.data.map(({ date, investment }) => {
return position.investment; return {
x: parseDate(date),
y: this.isInPercent ? investment * 100 : investment
};
}), }),
label: $localize`Deposit`, label: $localize`Deposit`,
segment: { segment: {
borderColor: (context: unknown) => borderColor: (context: unknown) =>
this.isInFuture( this.isInFuture(
context, context,
`rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.67)` `rgba(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b}, 0.67)`
), ),
borderDash: (context: unknown) => this.isInFuture(context, [2, 2]) borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
}, },
stepped: true stepped: true
},
{
borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderWidth: 2,
data: this.historicalDataItems.map(({ date, value }) => {
return {
x: parseDate(date),
y: this.isInPercent ? value * 100 : value
};
}),
fill: false,
label: $localize`Total Amount`,
pointRadius: 0
} }
] ]
}; };
@ -153,7 +181,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
tension: 0 tension: 0
}, },
point: { point: {
hoverBackgroundColor: getBackgroundColor(), hoverBackgroundColor: getBackgroundColor(this.colorScheme),
hoverRadius: 2, hoverRadius: 2,
radius: 0 radius: 0
} }
@ -165,13 +193,13 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
annotations: { annotations: {
savingsRate: this.savingsRate savingsRate: this.savingsRate
? { ? {
borderColor: `rgba(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b}, 0.75)`, borderColor: `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.75)`,
borderWidth: 1, borderWidth: 1,
label: { label: {
backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`, backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
borderRadius: 2, borderRadius: 2,
color: 'white', color: 'white',
content: 'Savings Rate', content: $localize`Savings Rate`,
display: true, display: true,
font: { size: '10px', weight: 'normal' }, font: { size: '10px', weight: 'normal' },
padding: { padding: {
@ -186,7 +214,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
} }
: undefined, : undefined,
yAxis: { yAxis: {
borderColor: `rgba(${getTextColor()}, 0.1)`, borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1, borderWidth: 1,
scaleID: 'y', scaleID: 'y',
type: 'line', type: 'line',
@ -199,7 +227,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}, },
tooltip: this.getTooltipPluginConfiguration(), tooltip: this.getTooltipPluginConfiguration(),
verticalHoverLine: { verticalHoverLine: {
color: `rgba(${getTextColor()}, 0.1)` color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
} }
}, },
responsive: true, responsive: true,
@ -207,9 +235,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
x: { x: {
display: true, display: true,
grid: { grid: {
borderColor: `rgba(${getTextColor()}, 0.1)`, borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: this.groupBy ? 0 : 1, borderWidth: this.groupBy ? 0 : 1,
color: `rgba(${getTextColor()}, 0.8)`, color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false display: false
}, },
type: 'time', type: 'time',
@ -221,8 +249,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
y: { y: {
display: !this.isInPercent, display: !this.isInPercent,
grid: { grid: {
borderColor: `rgba(${getTextColor()}, 0.1)`, borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
color: `rgba(${getTextColor()}, 0.8)`, color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false, display: false,
drawBorder: false drawBorder: false
}, },
@ -238,7 +266,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
} }
} }
}, },
plugins: [getVerticalHoverLinePlugin(this.chartCanvas)], plugins: [
getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
],
type: this.groupBy ? 'bar' : 'line' type: this.groupBy ? 'bar' : 'line'
}); });
} }
@ -250,8 +280,10 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
private getTooltipPluginConfiguration() { private getTooltipPluginConfiguration() {
return { return {
...getTooltipOptions({ ...getTooltipOptions({
colorScheme: this.colorScheme,
currency: this.isInPercent ? undefined : this.currency,
locale: this.isInPercent ? undefined : this.locale, locale: this.isInPercent ? undefined : this.locale,
unit: this.isInPercent ? undefined : this.currency unit: this.isInPercent ? '%' : undefined
}), }),
mode: 'index', mode: 'index',
position: <unknown>'top', position: <unknown>'top',

View File

@ -172,6 +172,17 @@
></gf-value> ></gf-value>
</div> </div>
</div> </div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Excluded from Analysis</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
[locale]="locale"
[value]="isLoading ? undefined : summary?.excludedAccountsAndActivities"
></gf-value>
</div>
</div>
<div class="row"> <div class="row">
<div class="col"><hr /></div> <div class="col"><hr /></div>
</div> </div>

View File

@ -1,7 +1,9 @@
import { ColorScheme } from '@ghostfolio/common/types';
import { DataSource } from '@prisma/client'; import { DataSource } from '@prisma/client';
export interface PositionDetailDialogParams { export interface PositionDetailDialogParams {
baseCurrency: string; baseCurrency: string;
colorScheme: ColorScheme;
dataSource: DataSource; dataSource: DataSource;
deviceType: string; deviceType: string;
hasImpersonationId: boolean; hasImpersonationId: boolean;

View File

@ -9,9 +9,11 @@ import {
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog'; import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { DataService } from '@ghostfolio/client/services/data.service'; import { DataService } from '@ghostfolio/client/services/data.service';
import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper'; import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
import { EnhancedSymbolProfile } from '@ghostfolio/common/interfaces'; import {
EnhancedSymbolProfile,
LineChartItem
} from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types'; import { OrderWithAccount } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { Tag } from '@prisma/client'; import { Tag } from '@prisma/client';
import { format, isSameMonth, isToday, parseISO } from 'date-fns'; import { format, isSameMonth, isToday, parseISO } from 'date-fns';
import { Subject } from 'rxjs'; import { Subject } from 'rxjs';

View File

@ -20,16 +20,18 @@
</div> </div>
<gf-line-chart <gf-line-chart
class="mb-4"
benchmarkLabel="Average Unit Price" benchmarkLabel="Average Unit Price"
class="mb-4"
[benchmarkDataItems]="benchmarkDataItems" [benchmarkDataItems]="benchmarkDataItems"
[colorScheme]="data.colorScheme"
[currency]="SymbolProfile?.currency"
[historicalDataItems]="historicalDataItems" [historicalDataItems]="historicalDataItems"
[isAnimated]="true"
[locale]="data.locale" [locale]="data.locale"
[showGradient]="true" [showGradient]="true"
[showXAxis]="true" [showXAxis]="true"
[showYAxis]="true" [showYAxis]="true"
[symbol]="data.symbol" [symbol]="data.symbol"
[unit]="SymbolProfile?.currency"
></gf-line-chart> ></gf-line-chart>
<div class="row"> <div class="row">
@ -187,6 +189,7 @@
<div class="h5" i18n>Sectors</div> <div class="h5" i18n>Sectors</div>
<gf-portfolio-proportion-chart <gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency" [baseCurrency]="user?.settings?.baseCurrency"
[colorScheme]="data.colorScheme"
[isInPercent]="true" [isInPercent]="true"
[keys]="['name']" [keys]="['name']"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"
@ -198,6 +201,7 @@
<div class="h5" i18n>Countries</div> <div class="h5" i18n>Countries</div>
<gf-portfolio-proportion-chart <gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency" [baseCurrency]="user?.settings?.baseCurrency"
[colorScheme]="data.colorScheme"
[isInPercent]="true" [isInPercent]="true"
[keys]="['name']" [keys]="['name']"
[locale]="user?.settings?.locale" [locale]="user?.settings?.locale"

View File

@ -5,9 +5,9 @@ import {
Router, Router,
RouterStateSnapshot RouterStateSnapshot
} from '@angular/router'; } from '@angular/router';
import { DataService } from '@ghostfolio/client/services/data.service';
import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service'; import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service'; import { UserService } from '@ghostfolio/client/services/user/user.service';
import { ViewMode } from '@prisma/client';
import { EMPTY } from 'rxjs'; import { EMPTY } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
@ -31,6 +31,7 @@ export class AuthGuard implements CanActivate {
]; ];
constructor( constructor(
private dataService: DataService,
private router: Router, private router: Router,
private settingsStorageService: SettingsStorageService, private settingsStorageService: SettingsStorageService,
private userService: UserService private userService: UserService
@ -75,18 +76,27 @@ export class AuthGuard implements CanActivate {
const userLanguage = user?.settings?.language; const userLanguage = user?.settings?.language;
if (userLanguage && document.documentElement.lang !== userLanguage) { if (userLanguage && document.documentElement.lang !== userLanguage) {
window.location.href = `../${userLanguage}`; this.dataService
resolve(false); .putUserSetting({ language: document.documentElement.lang })
.subscribe(() => {
this.userService.remove();
setTimeout(() => {
window.location.reload();
}, 300);
});
resolve(true);
return; return;
} else if ( } else if (
state.url.startsWith('/home') && state.url.startsWith('/home') &&
user.settings.viewMode === ViewMode.ZEN user.settings.viewMode === 'ZEN'
) { ) {
this.router.navigate(['/zen']); this.router.navigate(['/zen']);
resolve(false); resolve(false);
return; return;
} else if (state.url.startsWith('/start')) { } else if (state.url.startsWith('/start')) {
if (user.settings.viewMode === ViewMode.ZEN) { if (user.settings.viewMode === 'ZEN') {
this.router.navigate(['/zen']); this.router.navigate(['/zen']);
} else { } else {
this.router.navigate(['/home']); this.router.navigate(['/home']);
@ -96,7 +106,7 @@ export class AuthGuard implements CanActivate {
return; return;
} else if ( } else if (
state.url.startsWith('/zen') && state.url.startsWith('/zen') &&
user.settings.viewMode === ViewMode.DEFAULT user.settings.viewMode === 'DEFAULT'
) { ) {
this.router.navigate(['/home']); this.router.navigate(['/home']);
resolve(false); resolve(false);

View File

@ -108,7 +108,6 @@
<div class="row"> <div class="row">
<div class="col-xs-12 col-md-4 my-2"> <div class="col-xs-12 col-md-4 my-2">
<gf-value <gf-value
i18n
size="large" size="large"
subLabel="(Last 24 hours)" subLabel="(Last 24 hours)"
[value]="statistics?.activeUsers1d ?? '-'" [value]="statistics?.activeUsers1d ?? '-'"
@ -117,7 +116,6 @@
</div> </div>
<div class="col-xs-12 col-md-4 my-2"> <div class="col-xs-12 col-md-4 my-2">
<gf-value <gf-value
i18n
size="large" size="large"
subLabel="(Last 30 days)" subLabel="(Last 30 days)"
[value]="statistics?.newUsers30d ?? '-'" [value]="statistics?.newUsers30d ?? '-'"
@ -126,7 +124,6 @@
</div> </div>
<div class="col-xs-12 col-md-4 my-2"> <div class="col-xs-12 col-md-4 my-2">
<gf-value <gf-value
i18n
size="large" size="large"
subLabel="(Last 30 days)" subLabel="(Last 30 days)"
[value]="statistics?.activeUsers30d ?? '-'" [value]="statistics?.activeUsers30d ?? '-'"
@ -139,7 +136,6 @@
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg" href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
> >
<gf-value <gf-value
i18n
size="large" size="large"
[value]="statistics?.slackCommunityUsers ?? '-'" [value]="statistics?.slackCommunityUsers ?? '-'"
>Users in Slack community</gf-value >Users in Slack community</gf-value
@ -152,7 +148,6 @@
href="https://github.com/ghostfolio/ghostfolio/graphs/contributors" href="https://github.com/ghostfolio/ghostfolio/graphs/contributors"
> >
<gf-value <gf-value
i18n
size="large" size="large"
[value]="statistics?.gitHubContributors ?? '-'" [value]="statistics?.gitHubContributors ?? '-'"
>Contributors on GitHub</gf-value >Contributors on GitHub</gf-value
@ -165,7 +160,6 @@
href="https://github.com/ghostfolio/ghostfolio/stargazers" href="https://github.com/ghostfolio/ghostfolio/stargazers"
> >
<gf-value <gf-value
i18n
size="large" size="large"
[value]="statistics?.gitHubStargazers ?? '-'" [value]="statistics?.gitHubStargazers ?? '-'"
>Stars on GitHub</gf-value >Stars on GitHub</gf-value

View File

@ -42,6 +42,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
signInWithFingerprintElement: MatSlideToggle; signInWithFingerprintElement: MatSlideToggle;
public accesses: Access[]; public accesses: Access[];
public appearancePlaceholder = $localize`Auto`;
public baseCurrency: string; public baseCurrency: string;
public coupon: number; public coupon: number;
public couponId: string; public couponId: string;
@ -54,7 +55,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
public hasPermissionToUpdateViewMode: boolean; public hasPermissionToUpdateViewMode: boolean;
public hasPermissionToUpdateUserSettings: boolean; public hasPermissionToUpdateUserSettings: boolean;
public language = document.documentElement.lang; public language = document.documentElement.lang;
public locales = ['de', 'de-CH', 'en-GB', 'en-US']; public locales = ['de', 'de-CH', 'en-GB', 'en-US', 'es', 'it', 'nl'];
public price: number; public price: number;
public priceId: string; public priceId: string;
public snackBarRef: MatSnackBarRef<TextOnlySnackBar>; public snackBarRef: MatSnackBarRef<TextOnlySnackBar>;
@ -175,29 +176,6 @@ export class AccountPageComponent implements OnDestroy, OnInit {
}); });
} }
public onChangeUserSettings(aKey: string, aValue: string) {
const settings = { ...this.user.settings, [aKey]: aValue };
this.dataService
.putUserSettings({
baseCurrency: settings?.baseCurrency,
viewMode: settings?.viewMode
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.userService.remove();
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
this.changeDetectorRef.markForCheck();
});
});
}
public onCheckout() { public onCheckout() {
this.dataService this.dataService
.createCheckoutSession({ couponId: this.couponId, priceId: this.priceId }) .createCheckoutSession({ couponId: this.couponId, priceId: this.priceId })
@ -267,7 +245,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
) )
.subscribe(() => { .subscribe(() => {
this.snackBarRef = this.snackBar.open( this.snackBarRef = this.snackBar.open(
'✅' + $localize`Coupon code has been redeemed`, '✅ ' + $localize`Coupon code has been redeemed`,
$localize`Reload`, $localize`Reload`,
{ {
duration: 3000 duration: 3000

View File

@ -94,12 +94,15 @@
<ng-container i18n>Base Currency</ng-container> <ng-container i18n>Base Currency</ng-container>
</div> </div>
<div class="pl-1 w-50"> <div class="pl-1 w-50">
<mat-form-field appearance="outline" class="w-100"> <mat-form-field
appearance="outline"
class="compact-with-outline w-100 without-hint"
>
<mat-select <mat-select
name="baseCurrency" name="baseCurrency"
[disabled]="!hasPermissionToUpdateUserSettings" [disabled]="!hasPermissionToUpdateUserSettings"
[value]="user.settings.baseCurrency" [value]="user.settings.baseCurrency"
(selectionChange)="onChangeUserSettings('baseCurrency', $event.value)" (selectionChange)="onChangeUserSetting('baseCurrency', $event.value)"
> >
<mat-option <mat-option
*ngFor="let currency of currencies" *ngFor="let currency of currencies"
@ -116,7 +119,10 @@
<div class="hint-text text-muted" i18n>Beta</div> <div class="hint-text text-muted" i18n>Beta</div>
</div> </div>
<div class="pl-1 w-50"> <div class="pl-1 w-50">
<mat-form-field appearance="outline" class="w-100"> <mat-form-field
appearance="outline"
class="compact-with-outline w-100 without-hint"
>
<mat-select <mat-select
name="language" name="language"
[disabled]="!hasPermissionToUpdateUserSettings" [disabled]="!hasPermissionToUpdateUserSettings"
@ -126,6 +132,9 @@
<mat-option [value]="null"></mat-option> <mat-option [value]="null"></mat-option>
<mat-option value="de">Deutsch</mat-option> <mat-option value="de">Deutsch</mat-option>
<mat-option value="en">English</mat-option> <mat-option value="en">English</mat-option>
<mat-option value="es">Español</mat-option>
<mat-option value="it">Italiano</mat-option>
<mat-option value="nl">Nederlands</mat-option>
</mat-select> </mat-select>
</mat-form-field> </mat-form-field>
</div> </div>
@ -138,7 +147,10 @@
</div> </div>
</div> </div>
<div class="pl-1 w-50"> <div class="pl-1 w-50">
<mat-form-field appearance="outline" class="w-100"> <mat-form-field
appearance="outline"
class="compact-with-outline w-100 without-hint"
>
<mat-select <mat-select
name="locale" name="locale"
[disabled]="!hasPermissionToUpdateUserSettings" [disabled]="!hasPermissionToUpdateUserSettings"
@ -155,18 +167,21 @@
</mat-form-field> </mat-form-field>
</div> </div>
</div> </div>
<div class="d-flex"> <div class="d-flex mb-2">
<div class="align-items-center d-flex pr-1 pt-1 w-50"> <div class="align-items-center d-flex pr-1 pt-1 w-50">
<ng-container i18n>View Mode</ng-container> <ng-container i18n>View Mode</ng-container>
</div> </div>
<div class="pl-1 w-50"> <div class="pl-1 w-50">
<div class="align-items-center d-flex overflow-hidden"> <div class="align-items-center d-flex overflow-hidden">
<mat-form-field appearance="outline" class="w-100"> <mat-form-field
appearance="outline"
class="compact-with-outline w-100 without-hint"
>
<mat-select <mat-select
name="viewMode" name="viewMode"
[disabled]="!hasPermissionToUpdateViewMode" [disabled]="!hasPermissionToUpdateViewMode"
[value]="user.settings.viewMode" [value]="user.settings.viewMode"
(selectionChange)="onChangeUserSettings('viewMode', $event.value)" (selectionChange)="onChangeUserSetting('viewMode', $event.value)"
> >
<mat-option value="DEFAULT">Default</mat-option> <mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option> <mat-option value="ZEN">Zen</mat-option>
@ -175,6 +190,30 @@
</div> </div>
</div> </div>
</div> </div>
<div class="d-flex">
<div class="align-items-center d-flex pr-1 pt-1 w-50">
<ng-container i18n>Appearance</ng-container>
</div>
<div class="pl-1 w-50">
<mat-form-field
appearance="outline"
class="compact-with-outline w-100 without-hint"
>
<mat-select
class="with-placeholder-as-option"
name="colorScheme"
[disabled]="!hasPermissionToUpdateUserSettings"
[placeholder]="appearancePlaceholder"
[value]="user?.settings?.colorScheme"
(selectionChange)="onChangeUserSetting('colorScheme', $event.value)"
>
<mat-option i18n [value]="null">Auto</mat-option>
<mat-option i18n value="LIGHT">Light</mat-option>
<mat-option i18n value="DARK">Dark</mat-option>
</mat-select>
</mat-form-field>
</div>
</div>
</form> </form>
</div> </div>
<div class="align-items-center d-flex mt-4 py-1"> <div class="align-items-center d-flex mt-4 py-1">
@ -228,8 +267,8 @@
class="align-items-center d-flex justify-content-center" class="align-items-center d-flex justify-content-center"
color="primary" color="primary"
mat-fab mat-fab
[routerLink]="[]"
[queryParams]="{ createDialog: true }" [queryParams]="{ createDialog: true }"
[routerLink]="[]"
> >
<ion-icon name="add-outline" size="large"></ion-icon> <ion-icon name="add-outline" size="large"></ion-icon>
</a> </a>

View File

@ -59,8 +59,8 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
this.openCreateAccountDialog(); this.openCreateAccountDialog();
} else if (params['editDialog']) { } else if (params['editDialog']) {
if (this.accounts) { if (this.accounts) {
const account = this.accounts.find((account) => { const account = this.accounts.find(({ id }) => {
return account.id === params['accountId']; return id === params['accountId'];
}); });
this.openUpdateAccountDialog(account); this.openUpdateAccountDialog(account);
@ -155,6 +155,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
balance, balance,
currency, currency,
id, id,
isExcluded,
name, name,
platformId platformId
}: AccountModel): void { }: AccountModel): void {
@ -165,6 +166,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
balance, balance,
currency, currency,
id, id,
isExcluded,
name, name,
platformId platformId
} }
@ -231,6 +233,7 @@ export class AccountsPageComponent implements OnDestroy, OnInit {
accountType: AccountType.SECURITIES, accountType: AccountType.SECURITIES,
balance: 0, balance: 0,
currency: this.user?.settings?.baseCurrency, currency: this.user?.settings?.baseCurrency,
isExcluded: false,
name: null, name: null,
platformId: null platformId: null
} }

View File

@ -50,6 +50,14 @@
</mat-select> </mat-select>
</mat-form-field> </mat-form-field>
</div> </div>
<div class="mb-3 px-2">
<mat-checkbox
color="primary"
name="isExcluded"
[(ngModel)]="data.account.isExcluded"
>Exclude from Analysis</mat-checkbox
>
</div>
<div *ngIf="data.account.id"> <div *ngIf="data.account.id">
<mat-form-field appearance="outline" class="w-100"> <mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Account ID</mat-label> <mat-label i18n>Account ID</mat-label>

View File

@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core'; import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms'; import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button'; import { MatButtonModule } from '@angular/material/button';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatDialogModule } from '@angular/material/dialog'; import { MatDialogModule } from '@angular/material/dialog';
import { MatFormFieldModule } from '@angular/material/form-field'; import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input'; import { MatInputModule } from '@angular/material/input';
@ -15,6 +16,7 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
CommonModule, CommonModule,
FormsModule, FormsModule,
MatButtonModule, MatButtonModule,
MatCheckboxModule,
MatDialogModule, MatDialogModule,
MatFormFieldModule, MatFormFieldModule,
MatInputModule, MatInputModule,

View File

@ -119,7 +119,7 @@
Anlagestrategie? Ich freue mich über alle, die Ghostfolio Anlagestrategie? Ich freue mich über alle, die Ghostfolio
ausprobieren. Bist du überzeugt vom Potential der Software? Jede ausprobieren. Bist du überzeugt vom Potential der Software? Jede
Unterstützung für Ghostfolio ist willkommen. Sei es mit einer Unterstützung für Ghostfolio ist willkommen. Sei es mit einer
<a href="https://ghostfol.io/pricing">Ghostfolio Premium</a> <a [routerLink]="['/pricing']">Ghostfolio Premium</a>
Subscription zur Finanzierung des Hostings, einem positiven Rating Subscription zur Finanzierung des Hostings, einem positiven Rating
im im
<a <a

View File

@ -115,7 +115,7 @@
strategy? I'm happy for everyone who tries Ghostfolio. Are you strategy? I'm happy for everyone who tries Ghostfolio. Are you
convinced of its potential? Any support for Ghostfolio is welcome. convinced of its potential? Any support for Ghostfolio is welcome.
Be it with a Be it with a
<a href="https://ghostfol.io/pricing">Ghostfolio Premium</a> <a [routerLink]="['/pricing']">Ghostfolio Premium</a>
Subscription to finance the hosting, a positive rating in the Subscription to finance the hosting, a positive rating in the
<a <a
href="https://play.google.com/store/apps/details?id=ch.dotsilver.ghostfolio.twa" href="https://play.google.com/store/apps/details?id=ch.dotsilver.ghostfolio.twa"

View File

@ -74,7 +74,7 @@
<a [routerLink]="['/markets']">economic situation</a> at this time, <a [routerLink]="['/markets']">economic situation</a> at this time,
the goal set at the beginning of the year to build a sustainable the goal set at the beginning of the year to build a sustainable
business and reach break-even with the SaaS offering (<a business and reach break-even with the SaaS offering (<a
[routerLink]="['/markets']" [routerLink]="['/pricing']"
>Ghostfolio Premium</a >Ghostfolio Premium</a
>) has been achieved. We will continue to leverage the revenue to >) has been achieved. We will continue to leverage the revenue to
further improve the fully managed cloud offering for our paying further improve the fully managed cloud offering for our paying

View File

@ -0,0 +1,20 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { Hacktoberfest2022PageComponent } from './hacktoberfest-2022-page.component';
const routes: Routes = [
{
canActivate: [AuthGuard],
component: Hacktoberfest2022PageComponent,
path: '',
title: 'Hacktoberfest 2022'
}
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class Hacktoberfest2022RoutingModule {}

View File

@ -0,0 +1,9 @@
import { Component } from '@angular/core';
@Component({
host: { class: 'page' },
selector: 'gf-hacktoberfest-2022-page',
styleUrls: ['./hacktoberfest-2022-page.scss'],
templateUrl: './hacktoberfest-2022-page.html'
})
export class Hacktoberfest2022PageComponent {}

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