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106 Commits

Author SHA1 Message Date
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
191 changed files with 12396 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",
"printWidth": 80,
"singleQuote": true,

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@ -5,6 +5,226 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## 1.205.0 - 16.10.2022
### Changed
- Persisted the language on url change
- Improved the portfolio evolution chart
- Removed the data source type `RAKUTEN`
- 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
### Added
@ -100,7 +320,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- 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
### Changed
@ -762,8 +982,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Display 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 accounts table on mobile
- Displayed the value in base currency in the activities table on mobile
- Renamed `orders` to `activities` in import and export functionality
- Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance`
- Improved the pricing page

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@ -153,6 +153,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
### Setup
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 `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))

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

View File

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

View File

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

View File

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

View File

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

View File

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

View File

@ -1,7 +1,18 @@
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 { BenchmarkResponse } from '@ghostfolio/common/interfaces';
import { Controller, Get, UseInterceptors } from '@nestjs/common';
import {
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';
@ -17,4 +28,21 @@ export class BenchmarkController {
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 { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
@ -18,6 +19,7 @@ import { BenchmarkService } from './benchmark.service';
MarketDataModule,
PropertyModule,
RedisCacheModule,
SymbolModule,
SymbolProfileModule
],
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 { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { PROPERTY_BENCHMARKS } from '@ghostfolio/common/config';
import { BenchmarkResponse, UniqueAsset } from '@ghostfolio/common/interfaces';
import {
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 { SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { format } from 'date-fns';
import ms from 'ms';
@Injectable()
@ -18,9 +29,18 @@ export class BenchmarkService {
private readonly marketDataService: MarketDataService,
private readonly propertyService: PropertyService,
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<
BenchmarkResponse['benchmarks']
> {
@ -38,62 +58,153 @@ export class BenchmarkService {
} catch {}
}
const benchmarkAssets: UniqueAsset[] =
((await this.propertyService.getByKey(
PROPERTY_BENCHMARKS
)) as UniqueAsset[]) ?? [];
const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
const promises: Promise<number>[] = [];
const [quotes, assetProfiles] = await Promise.all([
this.dataProviderService.getQuotes(benchmarkAssets),
this.symbolProfileService.getSymbolProfiles(benchmarkAssets)
]);
const quotes = await this.dataProviderService.getQuotes(
benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
return { dataSource, symbol };
})
);
for (const benchmarkAsset of benchmarkAssets) {
promises.push(this.marketDataService.getMax(benchmarkAsset));
for (const { dataSource, symbol } of benchmarkAssetProfiles) {
promises.push(this.marketDataService.getMax({ dataSource, symbol }));
}
const allTimeHighs = await Promise.all(promises);
let storeInCache = true;
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) {
performancePercentFromAllTimeHigh = new Big(marketPrice)
.div(allTimeHigh)
.minus(1);
if (allTimeHigh && marketPrice) {
performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
allTimeHigh,
marketPrice
);
} else {
storeInCache = false;
}
return {
marketCondition: this.getMarketCondition(
performancePercentFromAllTimeHigh
),
name: assetProfiles.find(({ dataSource, symbol }) => {
return (
dataSource === benchmarkAssets[index].dataSource &&
symbol === benchmarkAssets[index].symbol
);
})?.name,
name: benchmarkAssetProfiles[index].name,
performances: {
allTimeHigh: {
performancePercent: performancePercentFromAllTimeHigh.toNumber()
performancePercent: performancePercentFromAllTimeHigh
}
}
};
});
await this.redisCacheService.set(
this.CACHE_KEY_BENCHMARKS,
JSON.stringify(benchmarks),
ms('4 hours') / 1000
);
if (storeInCache) {
await this.redisCacheService.set(
this.CACHE_KEY_BENCHMARKS,
JSON.stringify(benchmarks),
ms('4 hours') / 1000
);
}
return benchmarks;
}
private getMarketCondition(aPerformanceInPercent: Big) {
return aPerformanceInPercent.lte(-0.2) ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
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 { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { Injectable, NestMiddleware } from '@nestjs/common';
import { ConfigService } from '@nestjs/config';
import { NextFunction, Request, Response } from 'express';
@Injectable()
export class FrontendMiddleware implements NestMiddleware {
public indexHtmlDe = fs.readFileSync(
this.getPathOfIndexHtmlFile('de'),
'utf8'
);
public indexHtmlEn = fs.readFileSync(
this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
'utf8'
);
public indexHtmlDe = '';
public indexHtmlEn = '';
public indexHtmlEs = '';
public indexHtmlIt = '';
public indexHtmlNl = '';
public isProduction: boolean;
public constructor(
private readonly configService: ConfigService,
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) {
let featureGraphicPath = 'assets/cover.png';
@ -29,9 +58,18 @@ export class FrontendMiddleware implements NestMiddleware {
req.path === '/en/blog/2022/08/500-stars-on-github/'
) {
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
next();
} else if (req.path === '/de' || req.path.startsWith('/de/')) {
@ -43,6 +81,33 @@ export class FrontendMiddleware implements NestMiddleware {
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 {
res.send(
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 { Controller, Get } from '@nestjs/common';
import { Controller, Get, UseInterceptors } from '@nestjs/common';
import { InfoService } from './info.service';
@ -8,6 +9,7 @@ export class InfoController {
public constructor(private readonly infoService: InfoService) {}
@Get()
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getInfo(): Promise<InfoItem> {
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 { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
@ -16,6 +17,7 @@ import { InfoService } from './info.service';
@Module({
controllers: [InfoController],
imports: [
BenchmarkModule,
ConfigurationModule,
DataGatheringModule,
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 { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
@ -31,6 +32,7 @@ export class InfoService {
private static CACHE_KEY_STATISTICS = 'STATISTICS';
public constructor(
private readonly benchmarkService: BenchmarkService,
private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly jwtService: JwtService,
@ -108,6 +110,7 @@ export class InfoService {
platforms,
systemMessage,
baseCurrency: this.configurationService.get('BASE_CURRENCY'),
benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
currencies: this.exchangeRateDataService.getCurrencies(),
demoAuthToken: this.getDemoAuthToken(),
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> {
try {
const get = bent(
@ -242,6 +266,8 @@ export class InfoService {
const activeUsers1d = await this.countActiveUsers(1);
const activeUsers30d = await this.countActiveUsers(30);
const newUsers30d = await this.countNewUsers(30);
const dockerHubPulls = await this.countDockerHubPulls();
const gitHubContributors = await this.countGitHubContributors();
const gitHubStargazers = await this.countGitHubStargazers();
const slackCommunityUsers = await this.countSlackCommunityUsers();
@ -249,6 +275,7 @@ export class InfoService {
statistics = {
activeUsers1d,
activeUsers30d,
dockerHubPulls,
gitHubContributors,
gitHubStargazers,
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 { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.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 { Filter } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
@ -36,6 +36,7 @@ import { UpdateOrderDto } from './update-order.dto';
@Controller('order')
export class OrderController {
public constructor(
private readonly apiService: ApiService,
private readonly impersonationService: ImpersonationService,
private readonly orderService: OrderService,
@Inject(REQUEST) private readonly request: RequestWithUser,
@ -73,43 +74,25 @@ export class OrderController {
@Query('assetClasses') filterByAssetClasses?: string,
@Query('tags') filterByTags?: string
): Promise<Activities> {
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
const filters: Filter[] = [
...accountIds.map((accountId) => {
return <Filter>{
id: accountId,
type: 'ACCOUNT'
};
}),
...assetClasses.map((assetClass) => {
return <Filter>{
id: assetClass,
type: 'ASSET_CLASS'
};
}),
...tagIds.map((tagId) => {
return <Filter>{
id: tagId,
type: 'TAG'
};
})
];
const filters = this.apiService.buildFiltersFromQueryParams({
filterByAccounts,
filterByAssetClasses,
filterByTags
});
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
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({
filters,
userCurrency,
includeDrafts: true,
userId: impersonationUserId || this.request.user.id
userId: impersonationUserId || this.request.user.id,
withExcludedAccounts: true
});
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 { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.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 { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@ -18,6 +19,7 @@ import { OrderService } from './order.service';
controllers: [OrderController],
exports: [OrderService],
imports: [
ApiModule,
CacheModule,
ConfigurationModule,
DataGatheringModule,

View File

@ -189,13 +189,15 @@ export class OrderService {
includeDrafts = false,
types,
userCurrency,
userId
userId,
withExcludedAccounts = false
}: {
filters?: Filter[];
includeDrafts?: boolean;
types?: TypeOfOrder[];
userCurrency: string;
userId: string;
withExcludedAccounts?: boolean;
}): Promise<Activity[]> {
const where: Prisma.OrderWhereInput = { userId };
@ -284,24 +286,28 @@ export class OrderService {
},
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 {
...order,
value,
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
order.fee,
order.SymbolProfile.currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
return {
...order,
value,
order.SymbolProfile.currency,
userCurrency
)
};
});
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
order.fee,
order.SymbolProfile.currency,
userCurrency
),
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
order.SymbolProfile.currency,
userCurrency
)
};
});
}
public async updateOrder({

View File

@ -14,14 +14,14 @@ import {
format,
isAfter,
isBefore,
isSameDay,
isSameMonth,
isSameYear,
isWithinInterval,
max,
min,
set
} 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 { CurrentPositions } from './interfaces/current-positions.interface';
@ -168,6 +168,133 @@ export class PortfolioCalculator {
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(
start: Date,
end = new Date(Date.now())
@ -710,15 +837,19 @@ export class PortfolioCalculator {
private getSymbolMetrics({
end,
isChartMode = false,
marketSymbolMap,
start,
step = 1,
symbol
}: {
end: Date;
isChartMode?: boolean;
marketSymbolMap: {
[date: string]: { [symbol: string]: Big };
};
start: Date;
step?: number;
symbol: string;
}) {
let orders: PortfolioOrderItem[] = this.orders.filter((order) => {
@ -767,10 +898,12 @@ export class PortfolioCalculator {
let grossPerformanceFromSells = new Big(0);
let initialValue: Big;
let investmentAtStartDate: Big;
const investmentValues: { [date: string]: Big } = {};
let lastAveragePrice = new Big(0);
let lastTransactionInvestment = new Big(0);
let lastValueOfInvestmentBeforeTransaction = new Big(0);
let maxTotalInvestment = new Big(0);
const netPerformanceValues: { [date: string]: Big } = {};
let timeWeightedGrossPerformancePercentage = new Big(1);
let timeWeightedNetPerformancePercentage = new Big(1);
let totalInvestment = new Big(0);
@ -805,6 +938,41 @@ export class PortfolioCalculator {
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
// position
orders = sortBy(orders, (order) => {
@ -967,6 +1135,18 @@ export class PortfolioCalculator {
feesAtStartDate = fees;
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 =
@ -1052,7 +1232,9 @@ export class PortfolioCalculator {
return {
initialValue,
grossPerformancePercentage,
investmentValues,
netPerformancePercentage,
netPerformanceValues,
hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),
netPerformance: totalNetPerformance,
grossPerformance: totalGrossPerformance

View File

@ -7,18 +7,16 @@ import {
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.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 { ApiService } from '@ghostfolio/api/services/api/api.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { parseDate } from '@ghostfolio/common/helper';
import {
Filter,
PortfolioChart,
PortfolioDetails,
PortfolioInvestments,
PortfolioPerformanceResponse,
PortfolioPublicDetails,
PortfolioReport,
PortfolioSummary
PortfolioReport
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type {
@ -40,7 +38,7 @@ import {
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { ViewMode } from '@prisma/client';
import Big from 'big.js';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@ -53,6 +51,7 @@ export class PortfolioController {
public constructor(
private readonly accessService: AccessService,
private readonly apiService: ApiService,
private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly portfolioService: PortfolioService,
@ -62,75 +61,6 @@ export class PortfolioController {
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')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(RedactValuesInResponseInterceptor)
@ -139,48 +69,38 @@ export class PortfolioController {
@Headers('impersonation-id') impersonationId: string,
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('range') range?: DateRange,
@Query('range') dateRange: DateRange = 'max',
@Query('tags') filterByTags?: string
): Promise<PortfolioDetails & { hasError: boolean }> {
let hasError = false;
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
const filters = this.apiService.buildFiltersFromQueryParams({
filterByAccounts,
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 { accounts, holdings, hasErrors } =
await this.portfolioService.getDetails(
impersonationId,
this.request.user.id,
range,
filters
);
const {
accounts,
filteredValueInBaseCurrency,
filteredValueInPercentage,
hasErrors,
holdings,
summary,
totalValueInBaseCurrency
} = await this.portfolioService.getDetails({
dateRange,
filters,
impersonationId,
userId: this.request.user.id
});
if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
hasError = true;
}
let portfolioSummary = summary;
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
@ -196,7 +116,7 @@ export class PortfolioController {
return this.exchangeRateDataService.toCurrency(
portfolioPosition.quantity * portfolioPosition.marketPrice,
portfolioPosition.currency,
this.request.user.Settings.currency
this.request.user.Settings.settings.baseCurrency
);
})
.reduce((a, b) => a + b, 0);
@ -214,6 +134,22 @@ export class PortfolioController {
accounts[name].current = current / totalValue;
accounts[name].original = original / totalInvestment;
}
portfolioSummary = nullifyValuesInObject(summary, [
'cash',
'committedFunds',
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'dividend',
'emergencyFund',
'excludedAccountsAndActivities',
'fees',
'items',
'netWorth',
'totalBuy',
'totalSell'
]);
}
let hasDetails = true;
@ -235,8 +171,12 @@ export class PortfolioController {
return {
accounts,
filteredValueInBaseCurrency,
filteredValueInPercentage,
hasError,
holdings
holdings,
totalValueInBaseCurrency,
summary: hasDetails ? portfolioSummary : undefined
};
}
@ -244,6 +184,7 @@ export class PortfolioController {
@UseGuards(AuthGuard('jwt'))
public async getInvestments(
@Headers('impersonation-id') impersonationId: string,
@Query('range') dateRange: DateRange = 'max',
@Query('groupBy') groupBy?: GroupBy
): Promise<PortfolioInvestments> {
if (
@ -259,12 +200,16 @@ export class PortfolioController {
let investments: InvestmentItem[];
if (groupBy === 'month') {
investments = await this.portfolioService.getInvestments(
investments = await this.portfolioService.getInvestments({
dateRange,
impersonationId,
'month'
);
groupBy: 'month'
});
} else {
investments = await this.portfolioService.getInvestments(impersonationId);
investments = await this.portfolioService.getInvestments({
dateRange,
impersonationId
});
}
if (
@ -282,29 +227,50 @@ export class PortfolioController {
}));
}
return { firstOrderDate: parseDate(investments[0]?.date), investments };
return { investments };
}
@Get('performance')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPerformance(
@Version('2')
public async getPerformanceV2(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
@Query('range') dateRange: DateRange = 'max'
): Promise<PortfolioPerformanceResponse> {
const performanceInformation = await this.portfolioService.getPerformance(
impersonationId,
range
);
const performanceInformation = await this.portfolioService.getPerformance({
dateRange,
impersonationId
});
if (
impersonationId ||
this.request.user.Settings.viewMode === ViewMode.ZEN ||
this.request.user.Settings.settings.viewMode === 'ZEN' ||
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,
['currentGrossPerformance', 'currentValue']
[
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'totalInvestment'
]
);
}
@ -316,11 +282,11 @@ export class PortfolioController {
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPositions(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
@Query('range') dateRange: DateRange = 'max'
): Promise<PortfolioPositions> {
const result = await this.portfolioService.getPositions(
impersonationId,
range
dateRange
);
if (
@ -361,12 +327,12 @@ export class PortfolioController {
hasDetails = user.subscription.type === 'Premium';
}
const { holdings } = await this.portfolioService.getDetails(
access.userId,
access.userId,
'max',
[{ id: 'EQUITY', type: 'ASSET_CLASS' }]
);
const { holdings } = await this.portfolioService.getDetails({
dateRange: 'max',
filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
impersonationId: access.userId,
userId: access.userId
});
const portfolioPublicDetails: PortfolioPublicDetails = {
hasDetails,
@ -379,7 +345,8 @@ export class PortfolioController {
return this.exchangeRateDataService.toCurrency(
portfolioPosition.quantity * portfolioPosition.marketPrice,
portfolioPosition.currency,
this.request.user?.Settings?.currency ?? this.baseCurrency
this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency
);
})
.reduce((a, b) => a + b, 0);
@ -402,46 +369,6 @@ export class PortfolioController {
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')
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@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 { OrderModule } from '@ghostfolio/api/app/order/order.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 { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@ -22,6 +23,7 @@ import { RulesService } from './rules.service';
exports: [PortfolioService],
imports: [
AccessModule,
ApiModule,
ConfigurationModule,
DataGatheringModule,
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 { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.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 { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-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 {
ASSET_SUB_CLASS_EMERGENCY_FUND,
MAX_CHART_ITEMS,
UNKNOWN_KEY
} from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
@ -35,7 +35,8 @@ import {
PortfolioReport,
PortfolioSummary,
Position,
TimelinePosition
TimelinePosition,
UserSettings
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type {
@ -49,15 +50,17 @@ import type {
import { Inject, Injectable } from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import {
Account,
AssetClass,
DataSource,
Order,
Platform,
Prisma,
Tag,
Type as TypeOfOrder
} from '@prisma/client';
import Big from 'big.js';
import {
addDays,
differenceInDays,
endOfToday,
format,
@ -72,7 +75,7 @@ import {
subDays,
subYears
} from 'date-fns';
import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
import {
HistoricalDataContainer,
@ -86,7 +89,6 @@ const emergingMarkets = require('../../assets/countries/emerging-markets.json');
@Injectable()
export class PortfolioService {
private static readonly MAX_CHART_ITEMS = 250;
private baseCurrency: string;
public constructor(
@ -105,14 +107,19 @@ export class PortfolioService {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
}
public async getAccounts(
aUserId: string,
aFilters?: Filter[]
): Promise<AccountWithValue[]> {
const where: Prisma.AccountWhereInput = { userId: aUserId };
public async getAccounts({
filters,
userId,
withExcludedAccounts = false
}: {
filters?: Filter[];
userId: string;
withExcludedAccounts?: boolean;
}): Promise<AccountWithValue[]> {
const where: Prisma.AccountWhereInput = { userId: userId };
if (aFilters?.[0].id && aFilters?.[0].type === 'ACCOUNT') {
where.id = aFilters[0].id;
if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
where.id = filters[0].id;
}
const [accounts, details] = await Promise.all([
@ -121,10 +128,15 @@ export class PortfolioService {
include: { Order: true, Platform: true },
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) => {
let transactionCount = 0;
@ -159,11 +171,20 @@ export class PortfolioService {
});
}
public async getAccountsWithAggregations(
aUserId: string,
aFilters?: Filter[]
): Promise<Accounts> {
const accounts = await this.getAccounts(aUserId, aFilters);
public async getAccountsWithAggregations({
filters,
userId,
withExcludedAccounts = false
}: {
filters?: Filter[];
userId: string;
withExcludedAccounts?: boolean;
}): Promise<Accounts> {
const accounts = await this.getAccounts({
filters,
userId,
withExcludedAccounts
});
let totalBalanceInBaseCurrency = new Big(0);
let totalValueInBaseCurrency = new Big(0);
let transactionCount = 0;
@ -186,11 +207,16 @@ export class PortfolioService {
};
}
public async getInvestments(
aImpersonationId: string,
groupBy?: GroupBy
): Promise<InvestmentItem[]> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
public async getInvestments({
dateRange,
impersonationId,
groupBy
}: {
dateRange: DateRange;
impersonationId: string;
groupBy?: GroupBy;
}): Promise<InvestmentItem[]> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -199,7 +225,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -262,105 +288,28 @@ export class PortfolioService {
}
}
return sortBy(investments, (investment) => {
investments = sortBy(investments, (investment) => {
return investment.date;
});
}
public async getChart(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const startDate = this.getStartDate(
dateRange,
parseDate(investments[0]?.date)
);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
userId
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currentRateService: this.currentRateService,
orders: portfolioOrders
return investments.filter(({ date }) => {
return !isBefore(parseDate(date), startDate);
});
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(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
public async getChart({
dateRange = 'max',
impersonationId
}: {
dateRange?: DateRange;
impersonationId: string;
}): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -368,7 +317,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -384,71 +333,56 @@ export class PortfolioService {
const endDate = new 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 step = Math.round(
daysInMarket / Math.min(daysInMarket, PortfolioService.MAX_CHART_ITEMS)
daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
);
const items: HistoricalDataItem[] = [];
let currentEndDate = startDate;
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
});
}
const items = await portfolioCalculator.getChartData(
startDate,
endDate,
step
);
return {
items,
isAllTimeHigh: false,
isAllTimeLow: false,
items: items
isAllTimeLow: false
};
}
public async getDetails(
aImpersonationId: string,
aUserId: string,
aDateRange: DateRange = 'max',
aFilters?: Filter[]
): Promise<PortfolioDetails & { hasErrors: boolean }> {
const userId = await this.getUserId(aImpersonationId, aUserId);
public async getDetails({
impersonationId,
userId,
dateRange = 'max',
filters,
withExcludedAccounts = false
}: {
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 emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const userCurrency =
user.Settings?.currency ??
this.request.user?.Settings?.currency ??
user.Settings?.settings.baseCurrency ??
this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency;
const { orders, portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
filters,
userId,
filters: aFilters
withExcludedAccounts
});
const portfolioCalculator = new PortfolioCalculator({
@ -462,24 +396,33 @@ export class PortfolioService {
const portfolioStart = parseDate(
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(
startDate
);
const cashDetails = await this.accountService.getCashDetails({
filters,
userId,
currency: userCurrency,
filters: aFilters
currency: userCurrency
});
const holdings: PortfolioDetails['holdings'] = {};
const totalInvestment = currentPositions.totalInvestment.plus(
cashDetails.balanceInBaseCurrency
);
const totalValue = currentPositions.currentValue.plus(
const totalInvestmentInBaseCurrency = currentPositions.totalInvestment.plus(
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) => {
return {
@ -540,10 +483,12 @@ export class PortfolioService {
holdings[item.symbol] = {
markets,
allocationCurrent: totalValue.eq(0)
allocationCurrent: filteredValueInBaseCurrency.eq(0)
? 0
: value.div(totalValue).toNumber(),
allocationInvestment: item.investment.div(totalInvestment).toNumber(),
: value.div(filteredValueInBaseCurrency).toNumber(),
allocationInvestment: item.investment
.div(totalInvestmentInBaseCurrency)
.toNumber(),
assetClass: symbolProfile.assetClass,
assetSubClass: symbolProfile.assetSubClass,
countries: symbolProfile.countries,
@ -568,17 +513,17 @@ export class PortfolioService {
}
if (
aFilters?.length === 0 ||
(aFilters?.length === 1 &&
aFilters[0].type === 'ASSET_CLASS' &&
aFilters[0].id === 'CASH')
filters?.length === 0 ||
(filters?.length === 1 &&
filters[0].type === 'ASSET_CLASS' &&
filters[0].id === 'CASH')
) {
const cashPositions = await this.getCashPositions({
cashDetails,
emergencyFund,
userCurrency,
investment: totalInvestment,
value: totalValue
investment: totalInvestmentInBaseCurrency,
value: filteredValueInBaseCurrency
});
for (const symbol of Object.keys(cashPositions)) {
@ -587,14 +532,27 @@ export class PortfolioService {
}
const accounts = await this.getValueOfAccounts({
filters,
orders,
portfolioItemsNow,
userCurrency,
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(
@ -602,11 +560,15 @@ export class PortfolioService {
aImpersonationId: string,
aSymbol: string
): 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 orders = (
await this.orderService.getOrders({ userCurrency, userId })
await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ SymbolProfile }) => {
return (
SymbolProfile.dataSource === aDataSource &&
@ -855,7 +817,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -919,11 +881,14 @@ export class PortfolioService {
};
}
public async getPerformance(
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
public async getPerformance({
dateRange = 'max',
impersonationId
}: {
dateRange?: DateRange;
impersonationId: string;
}): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -931,20 +896,23 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.currency,
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
if (transactionPoints?.length <= 0) {
return {
chart: [],
firstOrderDate: undefined,
hasErrors: false,
performance: {
currentGrossPerformance: 0,
currentGrossPerformancePercent: 0,
currentNetPerformance: 0,
currentNetPerformancePercent: 0,
currentValue: 0
currentValue: 0,
totalInvestment: 0
}
};
}
@ -952,7 +920,7 @@ export class PortfolioService {
portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(aDateRange, portfolioStart);
const startDate = this.getStartDate(dateRange, portfolioStart);
const currentPositions = await portfolioCalculator.getCurrentPositions(
startDate
);
@ -960,24 +928,59 @@ export class PortfolioService {
const hasErrors = currentPositions.hasErrors;
const currentValue = currentPositions.currentValue.toNumber();
const currentGrossPerformance = currentPositions.grossPerformance;
let currentGrossPerformancePercent =
const currentGrossPerformancePercent =
currentPositions.grossPerformancePercentage;
const currentNetPerformance = currentPositions.netPerformance;
let currentNetPerformance = currentPositions.netPerformance;
let currentNetPerformancePercent =
currentPositions.netPerformancePercentage;
const totalInvestment = currentPositions.totalInvestment;
if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
// If algebraic sign is different, harmonize it
currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
}
// if (currentGrossPerformance.mul(currentGrossPerformancePercent).lt(0)) {
// // If algebraic sign is different, harmonize it
// currentGrossPerformancePercent = currentGrossPerformancePercent.mul(-1);
// }
if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
// If algebraic sign is different, harmonize it
currentNetPerformancePercent = currentNetPerformancePercent.mul(-1);
// if (currentNetPerformance.mul(currentNetPerformancePercent).lt(0)) {
// // If algebraic sign is different, harmonize it
// 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 {
chart: historicalDataContainer.items.map(
({
date,
netPerformance,
netPerformanceInPercentage,
totalInvestment,
value
}) => {
return {
date,
netPerformance,
netPerformanceInPercentage,
totalInvestment,
value
};
}
),
errors: currentPositions.errors,
firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
hasErrors: currentPositions.hasErrors || hasErrors,
performance: {
currentValue,
@ -985,13 +988,14 @@ export class PortfolioService {
currentGrossPerformancePercent:
currentGrossPerformancePercent.toNumber(),
currentNetPerformance: currentNetPerformance.toNumber(),
currentNetPerformancePercent: currentNetPerformancePercent.toNumber()
currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
totalInvestment: totalInvestment.toNumber()
}
};
}
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 { orders, portfolioOrders, transactionPoints } =
@ -1045,7 +1049,7 @@ export class PortfolioService {
accounts
)
],
{ baseCurrency: currency }
<UserSettings>this.request.user.Settings.settings
),
currencyClusterRisk: await this.rulesService.evaluate(
[
@ -1066,7 +1070,7 @@ export class PortfolioService {
currentPositions
)
],
{ baseCurrency: currency }
<UserSettings>this.request.user.Settings.settings
),
fees: await this.rulesService.evaluate(
[
@ -1076,80 +1080,12 @@ export class PortfolioService {
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({
cashDetails,
emergencyFund,
@ -1257,7 +1193,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.SymbolProfile.currency,
this.request.user.Settings.currency
this.request.user.Settings.settings.baseCurrency
);
})
.reduce(
@ -1276,7 +1212,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.SymbolProfile.currency,
this.request.user.Settings.currency
this.request.user.Settings.settings.baseCurrency
);
})
.reduce(
@ -1298,7 +1234,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.SymbolProfile.currency,
this.request.user.Settings.currency
this.request.user.Settings.settings.baseCurrency
);
})
.reduce(
@ -1325,27 +1261,135 @@ export class PortfolioService {
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({
filters,
includeDrafts = false,
userId
userId,
withExcludedAccounts
}: {
filters?: Filter[];
includeDrafts?: boolean;
userId: string;
withExcludedAccounts?: boolean;
}): Promise<{
transactionPoints: TransactionPoint[];
orders: OrderWithAccount[];
portfolioOrders: PortfolioOrder[];
}> {
const userCurrency =
this.request.user?.Settings?.currency ?? this.baseCurrency;
this.request.user?.Settings?.settings.baseCurrency ?? this.baseCurrency;
const orders = await this.orderService.getOrders({
filters,
includeDrafts,
userCurrency,
userId,
withExcludedAccounts,
types: ['BUY', 'SELL']
});
@ -1397,17 +1441,22 @@ export class PortfolioService {
orders,
portfolioItemsNow,
userCurrency,
userId
userId,
withExcludedAccounts
}: {
filters?: Filter[];
orders: OrderWithAccount[];
portfolioItemsNow: { [p: string]: TimelinePosition };
userCurrency: string;
userId: string;
withExcludedAccounts?: boolean;
}) {
const accounts: PortfolioDetails['accounts'] = {};
let currentAccounts = [];
let currentAccounts: (Account & {
Order?: Order[];
Platform?: Platform;
})[] = [];
if (filters.length === 0) {
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) {
const ordersByAccount = orders.filter(({ accountId }) => {
return accountId === account.id;

View File

@ -1,5 +1,6 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { Rule } from '@ghostfolio/api/models/rule';
import { UserSettings } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
@Injectable()
@ -8,7 +9,7 @@ export class RulesService {
public async evaluate<T extends RuleSettings>(
aRules: Rule<T>[],
aUserSettings: { baseCurrency: string }
aUserSettings: UserSettings
) {
return aRules
.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 {
@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()
@IsOptional()
emergencyFund?: number;
@ -24,4 +51,8 @@ export class UpdateUserSettingDto {
@IsNumber()
@IsOptional()
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 { PropertyService } from '@ghostfolio/api/services/property/property.service';
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 type { RequestWithUser } from '@ghostfolio/common/types';
import {
@ -22,12 +22,10 @@ import { JwtService } from '@nestjs/jwt';
import { AuthGuard } from '@nestjs/passport';
import { User as UserModel } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { size } from 'lodash';
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 { UpdateUserSettingsDto } from './update-user-settings.dto';
import { UserService } from './user.service';
@Controller('user')
@ -103,6 +101,12 @@ export class UserController {
@UseGuards(AuthGuard('jwt'))
public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
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(
this.request.user.permissions,
permissions.updateUserSettings
@ -130,33 +134,4 @@ export class UserController {
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 { TagService } from '@ghostfolio/api/services/tag/tag.service';
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 {
getPermissions,
hasRole,
permissions
} from '@ghostfolio/common/permissions';
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 { UserSettingsParams } from './interfaces/user-settings-params.interface';
import { UserSettings } from './interfaces/user-settings.interface';
const crypto = require('crypto');
@Injectable()
@ -69,9 +70,7 @@ export class UserService {
accounts: Account,
settings: {
...(<UserSettings>Settings.settings),
baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
locale: (<UserSettings>Settings.settings)?.locale ?? aLocale,
viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
locale: (<UserSettings>Settings.settings)?.locale ?? aLocale
}
};
}
@ -89,7 +88,7 @@ export class UserService {
}
public isRestrictedView(aUser: UserWithSettings) {
return (aUser.Settings.settings as UserSettings)?.isRestrictedView ?? false;
return aUser.Settings.settings.isRestrictedView ?? false;
}
public async user(
@ -126,21 +125,35 @@ export class UserService {
};
if (user?.Settings) {
if (!user.Settings.currency) {
// Set default currency if needed
user.Settings.currency = UserService.DEFAULT_CURRENCY;
if (!user.Settings.settings) {
user.Settings.settings = {};
}
} else if (user) {
// Set default settings if needed
user.Settings = {
currency: UserService.DEFAULT_CURRENCY,
settings: null,
settings: {},
updatedAt: new Date(),
userId: user?.id,
viewMode: ViewMode.DEFAULT
userId: user?.id
};
}
// 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')) {
user.subscription =
this.subscriptionService.getSubscription(Subscription);
@ -221,7 +234,9 @@ export class UserService {
},
Settings: {
create: {
currency: this.baseCurrency
settings: {
currency: this.baseCurrency
}
}
}
}
@ -295,7 +310,7 @@ export class UserService {
userId: string;
userSettings: UserSettings;
}) {
const settings = userSettings as Prisma.JsonObject;
const settings = userSettings as unknown as Prisma.JsonObject;
await this.prismaService.settings.upsert({
create: {
@ -317,33 +332,6 @@ export class UserService {
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) {
const characters = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
const result = [];

View File

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

View File

@ -5,6 +5,7 @@ import {
Injectable,
NestInterceptor
} from '@nestjs/common';
import { isArray } from 'lodash';
import { Observable } from 'rxjs';
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) {
data.dataSource = encodeDataSource(data.dataSource);
}

View File

@ -1,5 +1,5 @@
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';

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 { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
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 { RuleInterface } from './interfaces/rule.interface';

View File

@ -1,9 +1,9 @@
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 {
PortfolioDetails,
PortfolioPosition
PortfolioPosition,
UserSettings
} from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,9 +1,9 @@
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 {
PortfolioDetails,
PortfolioPosition
PortfolioPosition,
UserSettings
} from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,7 +1,6 @@
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 { PortfolioDetails } from '@ghostfolio/common/interfaces';
import { PortfolioDetails, UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.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 { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.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 { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.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 { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,7 +1,7 @@
import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.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 { UserSettings } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';

View File

@ -1,6 +1,6 @@
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 { UserSettings } from '@ghostfolio/common/interfaces';
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'
};
})
];
}
}

View File

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

View File

@ -280,7 +280,7 @@ export class DataGatheringService {
return (
dataSource !== DataSource.GHOSTFOLIO &&
dataSource !== DataSource.MANUAL &&
dataSource !== DataSource.RAKUTEN
dataSource !== DataSource.RAPID_API
);
})
.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 { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.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 { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
@ -27,7 +27,7 @@ import { DataProviderService } from './data-provider.service';
GhostfolioScraperApiService,
GoogleSheetsService,
ManualService,
RakutenRapidApiService,
RapidApiService,
YahooFinanceService,
{
inject: [
@ -36,7 +36,7 @@ import { DataProviderService } from './data-provider.service';
GhostfolioScraperApiService,
GoogleSheetsService,
ManualService,
RakutenRapidApiService,
RapidApiService,
YahooFinanceService
],
provide: 'DataProviderInterfaces',
@ -46,7 +46,7 @@ import { DataProviderService } from './data-provider.service';
ghostfolioScraperApiService,
googleSheetsService,
manualService,
rakutenRapidApiService,
rapidApiService,
yahooFinanceService
) => [
alphaVantageService,
@ -54,7 +54,7 @@ import { DataProviderService } from './data-provider.service';
ghostfolioScraperApiService,
googleSheetsService,
manualService,
rakutenRapidApiService,
rapidApiService,
yahooFinanceService
]
}

View File

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

View File

@ -6,6 +6,7 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
@ -57,8 +58,15 @@ export class YahooFinanceService implements DataProviderInterface {
* DOGEUSD -> DOGE-USD
*/
public convertToYahooFinanceSymbol(aSymbol: string) {
if (aSymbol.includes(this.baseCurrency) && aSymbol.length >= 6) {
if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
if (
aSymbol.includes(this.baseCurrency) &&
aSymbol.length > this.baseCurrency.length
) {
if (
isCurrency(
aSymbol.substring(0, aSymbol.length - this.baseCurrency.length)
)
) {
return `${aSymbol}=X`;
} else if (
this.cryptocurrencyService.isCryptocurrency(
@ -90,7 +98,7 @@ export class YahooFinanceService implements DataProviderInterface {
try {
const symbol = this.convertToYahooFinanceSymbol(aSymbol);
const assetProfile = await yahooFinance.quoteSummary(symbol, {
modules: ['price', 'summaryProfile']
modules: ['price', 'summaryProfile', 'topHoldings']
});
const { assetClass, assetSubClass } = this.parseAssetClass(
@ -109,7 +117,16 @@ export class YahooFinanceService implements DataProviderInterface {
});
response.symbol = aSymbol;
if (
if (assetSubClass === AssetSubClass.MUTUALFUND) {
response.sectors = [];
for (const sectorWeighting of assetProfile.topHoldings
?.sectorWeightings ?? []) {
for (const [sector, weight] of Object.entries(sectorWeighting)) {
response.sectors.push({ weight, name: this.parseSector(sector) });
}
}
} else if (
assetSubClass === AssetSubClass.STOCK &&
assetProfile.summaryProfile?.country
) {
@ -183,10 +200,10 @@ export class YahooFinanceService implements DataProviderInterface {
for (const historicalItem of historicalResult) {
let marketPrice = historicalItem.close;
if (symbol === 'USDGBp') {
if (symbol === `${this.baseCurrency}GBp`) {
// Convert GPB to GBp (pence)
marketPrice = new Big(marketPrice).mul(100).toNumber();
} else if (symbol === 'USDILA') {
} else if (symbol === `${this.baseCurrency}ILA`) {
// Convert ILS to ILA
marketPrice = new Big(marketPrice).mul(100).toNumber();
}
@ -246,9 +263,12 @@ export class YahooFinanceService implements DataProviderInterface {
marketPrice: quote.regularMarketPrice || 0
};
if (symbol === 'USDGBP' && yahooFinanceSymbols.includes('USDGBp=X')) {
if (
symbol === `${this.baseCurrency}GBP` &&
yahooFinanceSymbols.includes(`${this.baseCurrency}GBp=X`)
) {
// Convert GPB to GBp (pence)
response['USDGBp'] = {
response[`${this.baseCurrency}GBp`] = {
...response[symbol],
currency: 'GBp',
marketPrice: new Big(response[symbol].marketPrice)
@ -256,11 +276,11 @@ export class YahooFinanceService implements DataProviderInterface {
.toNumber()
};
} else if (
symbol === 'USDILS' &&
yahooFinanceSymbols.includes('USDILA=X')
symbol === `${this.baseCurrency}ILS` &&
yahooFinanceSymbols.includes(`${this.baseCurrency}ILA=X`)
) {
// Convert ILS to ILA
response['USDILA'] = {
response[`${this.baseCurrency}ILA`] = {
...response[symbol],
currency: 'ILA',
marketPrice: new Big(response[symbol].marketPrice)
@ -270,9 +290,9 @@ export class YahooFinanceService implements DataProviderInterface {
}
}
if (yahooFinanceSymbols.includes('USDUSX=X')) {
if (yahooFinanceSymbols.includes(`${this.baseCurrency}USX=X`)) {
// Convert USD to USX (cent)
response['USDUSX'] = {
response[`${this.baseCurrency}USX`] = {
currency: 'USX',
dataSource: this.getName(),
marketPrice: new Big(1).mul(100).toNumber(),
@ -434,4 +454,46 @@ export class YahooFinanceService implements DataProviderInterface {
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;
if (!this.exchangeRates[symbol]) {
// Not found, calculate indirectly via USD
// Not found, calculate indirectly via base currency
this.exchangeRates[symbol] =
resultExtended[`${currency1}${'USD'}`]?.[date]?.marketPrice *
resultExtended[`${'USD'}${currency2}`]?.[date]?.marketPrice;
resultExtended[`${currency1}${this.baseCurrency}`]?.[date]
?.marketPrice *
resultExtended[`${this.baseCurrency}${currency2}`]?.[date]
?.marketPrice;
// Calculate the opposite direction
this.exchangeRates[`${currency2}${currency1}`] =
@ -126,9 +128,11 @@ export class ExchangeRateDataService {
if (this.exchangeRates[`${aFromCurrency}${aToCurrency}`]) {
factor = this.exchangeRates[`${aFromCurrency}${aToCurrency}`];
} else {
// Calculate indirectly via USD
const factor1 = this.exchangeRates[`${aFromCurrency}${'USD'}`];
const factor2 = this.exchangeRates[`${'USD'}${aToCurrency}`];
// Calculate indirectly via base currency
const factor1 =
this.exchangeRates[`${aFromCurrency}${this.baseCurrency}`];
const factor2 =
this.exchangeRates[`${this.baseCurrency}${aToCurrency}`];
factor = factor1 * factor2;
@ -166,21 +170,6 @@ export class ExchangeRateDataService {
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({
distinct: ['currency'],

View File

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

View File

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

View File

@ -64,6 +64,23 @@ export class SymbolProfileService {
.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
*/

View File

@ -1,7 +1,6 @@
import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.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 { Module } from '@nestjs/common';

View File

@ -53,13 +53,15 @@ export class TwitterBotService {
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);
if (benchmarkListing?.length > 1) {
status += '\n\n';
status += % from ATH\n';
status += '± from ATH in %\n';
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'
).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',
loadChildren: () =>

View File

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

View File

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

View File

@ -21,10 +21,12 @@
<div class="row">
<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 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>

View File

@ -2,7 +2,10 @@
<div class="row">
<div class="col">
<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-option></mat-option>
<mat-option
@ -13,7 +16,7 @@
</mat-select>
</mat-form-field>
<button
class="ml-1"
class="mt-1"
color="warn"
mat-flat-button
(click)="onDeleteJobs()"

View File

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

View File

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

View File

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

View File

@ -99,7 +99,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
...this.coupons,
{ code: this.generateCouponCode(16), duration: this.couponDuration }
];
this.putCoupons(coupons);
this.putAdminSetting({ key: PROPERTY_COUPONS, value: coupons });
}
public onAddCurrency() {
@ -107,7 +107,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
if (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) => {
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) => {
return currency !== aCurrency;
});
this.putCurrencies(currencies);
this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
}
}
public onDeleteSystemMessage() {
this.putSystemMessage('');
this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
}
public onFlushCache() {
@ -192,14 +192,20 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
this.setReadOnlyMode(aEvent.checked);
this.putAdminSetting({
key: PROPERTY_IS_READ_ONLY_MODE,
value: aEvent.checked ? true : undefined
});
}
public onSetSystemMessage() {
const systemMessage = prompt($localize`Please set your system message:`);
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;
}
private putCoupons(aCoupons: Coupon[]) {
private putAdminSetting({ key, value }: { key: string; value: any }) {
this.dataService
.putAdminSetting(PROPERTY_COUPONS, {
value: JSON.stringify(aCoupons)
})
.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' : ''
.putAdminSetting(key, {
value: value ? JSON.stringify(value) : undefined
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {

View File

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

View File

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

View File

@ -43,23 +43,23 @@
<td class="mat-cell px-1 py-2 text-right">
{{ formatDistanceToNow(userItem.createdAt) }}
</td>
<td class="mat-cell px-1 py-2">
<td class="mat-cell px-1 py-2 text-right">
<gf-value
class="align-items-end"
class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale"
[value]="userItem.accountCount"
></gf-value>
</td>
<td class="mat-cell px-1 py-2">
<td class="mat-cell px-1 py-2 text-right">
<gf-value
class="align-items-end"
class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale"
[value]="userItem.transactionCount"
></gf-value>
</td>
<td class="mat-cell px-1 py-2">
<td class="mat-cell px-1 py-2 text-right">
<gf-value
class="align-items-end"
class="d-inline-block justify-content-end"
[locale]="user?.settings?.locale"
[precision]="0"
[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 { DataService } from '@ghostfolio/client/services/data.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 { Position, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@ -26,7 +22,6 @@ import { PositionDetailDialogParams } from '../position/position-detail-dialog/i
templateUrl: './home-holdings.html'
})
export class HomeHoldingsComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string;
public hasImpersonationId: boolean;
@ -44,7 +39,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
private impersonationStorageService: ImpersonationStorageService,
private route: ActivatedRoute,
private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService
) {
this.route.queryParams
@ -73,7 +67,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -88,18 +82,25 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.hasImpersonationId = !!aId;
});
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.update();
}
public onChangeDateRange(aDateRange: DateRange) {
this.dateRange = aDateRange;
this.settingsStorageService.setSetting(RANGE, this.dateRange);
this.update();
public onChangeDateRange(dateRange: DateRange) {
this.dataService
.putUserSetting({ dateRange })
.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() {
@ -126,6 +127,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
dataSource,
symbol,
baseCurrency: this.user?.settings?.baseCurrency,
colorScheme: this.user?.settings?.colorScheme,
deviceType: this.deviceType,
hasImpersonationId: this.hasImpersonationId,
hasPermissionToReportDataGlitch: hasPermission(
@ -151,7 +153,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.positions = undefined;
this.dataService
.fetchPositions({ range: this.dateRange })
.fetchPositions({ range: this.user?.settings?.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.positions = response.positions;

View File

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

View File

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

View File

@ -10,7 +10,8 @@
symbol="Fear & Greed Index"
yMax="100"
yMin="0"
[historicalDataItems]="historicalData"
[historicalDataItems]="historicalDataItems"
[isAnimated]="true"
[locale]="user?.settings?.locale"
[showXAxis]="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 { DataService } from '@ghostfolio/client/services/data.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 {
LineChartItem,
PortfolioPerformance,
UniqueAsset,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -25,7 +21,6 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './home-overview.html'
})
export class HomeOverviewComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public deviceType: string;
public errors: UniqueAsset[];
@ -47,7 +42,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
private dataService: DataService,
private deviceService: DeviceDetectorService,
private impersonationStorageService: ImpersonationStorageService,
private settingsStorageService: SettingsStorageService,
private userService: UserService
) {
this.userService.stateChanged
@ -61,7 +55,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -78,23 +72,28 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
this.changeDetectorRef.markForCheck();
});
this.dateRange =
this.user.settings.viewMode === 'ZEN'
? 'max'
: <DateRange>this.settingsStorageService.getSetting(RANGE) ?? 'max';
this.showDetails =
!this.hasImpersonationId &&
!this.user.settings.isRestrictedView &&
this.user.settings.viewMode !== 'ZEN';
this.update();
}
public onChangeDateRange(aDateRange: DateRange) {
this.dateRange = aDateRange;
this.settingsStorageService.setSetting(RANGE, this.dateRange);
this.update();
public onChangeDateRange(dateRange: DateRange) {
this.dataService
.putUserSetting({ dateRange })
.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() {
@ -103,36 +102,29 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
}
private update() {
this.historicalDataItems = null;
this.isLoadingPerformance = true;
this.dataService
.fetchChart({
range: this.dateRange,
version: this.user?.settings?.isExperimentalFeatures ? 2 : 1
.fetchPortfolioPerformance({
range: this.user?.settings?.dateRange
})
.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) => {
this.errors = response.errors;
this.hasError = response.hasErrors;
this.performance = response.performance;
this.isLoadingPerformance = false;
this.historicalDataItems = response.chart.map(
({ date, netPerformanceInPercentage }) => {
return {
date,
value: netPerformanceInPercentage
};
}
);
this.changeDetectorRef.markForCheck();
});

View File

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

View File

@ -1,8 +1,18 @@
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 { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.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 { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -14,8 +24,11 @@ import { takeUntil } from 'rxjs/operators';
})
export class HomeSummaryComponent implements OnDestroy, OnInit {
public hasImpersonationId: boolean;
public hasPermissionForSubscription: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public info: InfoItem;
public isLoading = true;
public snackBarRef: MatSnackBarRef<TextOnlySnackBar>;
public summary: PortfolioSummary;
public user: User;
@ -25,8 +38,17 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private impersonationStorageService: ImpersonationStorageService,
private router: Router,
private snackBar: MatSnackBar,
private userService: UserService
) {
this.info = this.dataService.fetchInfo();
this.hasPermissionForSubscription = hasPermission(
this.info?.globalPermissions,
permissions.enableSubscription
);
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
@ -38,7 +60,7 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
permissions.updateUserSettings
);
this.changeDetectorRef.markForCheck();
this.update();
}
});
}
@ -50,8 +72,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.subscribe((aId) => {
this.hasImpersonationId = !!aId;
});
this.update();
}
public onChangeEmergencyFund(emergencyFund: number) {
@ -59,7 +79,16 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.putUserSetting({ emergencyFund })
.pipe(takeUntil(this.unsubscribeSubject))
.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.dataService
.fetchPortfolioSummary()
.fetchPortfolioDetails({})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.summary = response;
.subscribe(({ summary }) => {
this.summary = summary;
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();
});

View File

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

View File

@ -172,6 +172,17 @@
></gf-value>
</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="col"><hr /></div>
</div>

View File

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

View File

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

View File

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

View File

@ -5,9 +5,9 @@ import {
Router,
RouterStateSnapshot
} from '@angular/router';
import { DataService } from '@ghostfolio/client/services/data.service';
import { SettingsStorageService } from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { ViewMode } from '@prisma/client';
import { EMPTY } from 'rxjs';
import { catchError } from 'rxjs/operators';
@ -31,6 +31,7 @@ export class AuthGuard implements CanActivate {
];
constructor(
private dataService: DataService,
private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService
@ -75,18 +76,23 @@ export class AuthGuard implements CanActivate {
const userLanguage = user?.settings?.language;
if (userLanguage && document.documentElement.lang !== userLanguage) {
window.location.href = `../${userLanguage}`;
this.dataService
.putUserSetting({ language: userLanguage })
.subscribe(() => {
this.userService.remove();
});
resolve(false);
return;
} else if (
state.url.startsWith('/home') &&
user.settings.viewMode === ViewMode.ZEN
user.settings.viewMode === 'ZEN'
) {
this.router.navigate(['/zen']);
resolve(false);
return;
} else if (state.url.startsWith('/start')) {
if (user.settings.viewMode === ViewMode.ZEN) {
if (user.settings.viewMode === 'ZEN') {
this.router.navigate(['/zen']);
} else {
this.router.navigate(['/home']);
@ -96,7 +102,7 @@ export class AuthGuard implements CanActivate {
return;
} else if (
state.url.startsWith('/zen') &&
user.settings.viewMode === ViewMode.DEFAULT
user.settings.viewMode === 'DEFAULT'
) {
this.router.navigate(['/home']);
resolve(false);

View File

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

View File

@ -42,6 +42,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
signInWithFingerprintElement: MatSlideToggle;
public accesses: Access[];
public appearancePlaceholder = $localize`Auto`;
public baseCurrency: string;
public coupon: number;
public couponId: string;
@ -54,7 +55,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
public hasPermissionToUpdateViewMode: boolean;
public hasPermissionToUpdateUserSettings: boolean;
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 priceId: string;
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() {
this.dataService
.createCheckoutSession({ couponId: this.couponId, priceId: this.priceId })
@ -267,7 +245,7 @@ export class AccountPageComponent implements OnDestroy, OnInit {
)
.subscribe(() => {
this.snackBarRef = this.snackBar.open(
'✅' + $localize`Coupon code has been redeemed`,
'✅ ' + $localize`Coupon code has been redeemed`,
$localize`Reload`,
{
duration: 3000

View File

@ -94,12 +94,15 @@
<ng-container i18n>Base Currency</ng-container>
</div>
<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
name="baseCurrency"
[disabled]="!hasPermissionToUpdateUserSettings"
[value]="user.settings.baseCurrency"
(selectionChange)="onChangeUserSettings('baseCurrency', $event.value)"
(selectionChange)="onChangeUserSetting('baseCurrency', $event.value)"
>
<mat-option
*ngFor="let currency of currencies"
@ -116,7 +119,10 @@
<div class="hint-text text-muted" i18n>Beta</div>
</div>
<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
name="language"
[disabled]="!hasPermissionToUpdateUserSettings"
@ -126,6 +132,9 @@
<mat-option [value]="null"></mat-option>
<mat-option value="de">Deutsch</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-form-field>
</div>
@ -138,7 +147,10 @@
</div>
</div>
<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
name="locale"
[disabled]="!hasPermissionToUpdateUserSettings"
@ -155,18 +167,21 @@
</mat-form-field>
</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">
<ng-container i18n>View Mode</ng-container>
</div>
<div class="pl-1 w-50">
<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
name="viewMode"
[disabled]="!hasPermissionToUpdateViewMode"
[value]="user.settings.viewMode"
(selectionChange)="onChangeUserSettings('viewMode', $event.value)"
(selectionChange)="onChangeUserSetting('viewMode', $event.value)"
>
<mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option>
@ -175,6 +190,30 @@
</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>
</div>
<div class="align-items-center d-flex mt-4 py-1">
@ -228,8 +267,8 @@
class="align-items-center d-flex justify-content-center"
color="primary"
mat-fab
[routerLink]="[]"
[queryParams]="{ createDialog: true }"
[routerLink]="[]"
>
<ion-icon name="add-outline" size="large"></ion-icon>
</a>

View File

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

View File

@ -50,6 +50,14 @@
</mat-select>
</mat-form-field>
</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">
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Account ID</mat-label>

View File

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

View File

@ -119,7 +119,7 @@
Anlagestrategie? Ich freue mich über alle, die Ghostfolio
ausprobieren. Bist du überzeugt vom Potential der Software? Jede
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
im
<a

View File

@ -115,7 +115,7 @@
strategy? I'm happy for everyone who tries Ghostfolio. Are you
convinced of its potential? Any support for Ghostfolio is welcome.
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
<a
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,
the goal set at the beginning of the year to build a sustainable
business and reach break-even with the SaaS offering (<a
[routerLink]="['/markets']"
[routerLink]="['/pricing']"
>Ghostfolio Premium</a
>) has been achieved. We will continue to leverage the revenue to
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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