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136 Commits

Author SHA1 Message Date
4b74be50da Release 1.214.0 (#1465) 2022-11-19 12:15:22 +01:00
0d338bb083 Bugfix/fix dynamic decimal places for cryptocurrencies in position detail dialog (#1464)
* Fix dynamic decimal places

* Update changelog
2022-11-19 12:13:02 +01:00
b0d708fb82 Feature/change activities icons (#1463)
* Improve icons

* Update changelog
2022-11-19 11:28:26 +01:00
be14458437 Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero

* Update changelog
2022-11-19 10:19:01 +01:00
5978ddb80f Feature/improve support for manual data source (#1460)
* Improve support for MANUAL data source

* Update changelog
2022-11-19 10:06:05 +01:00
18638dd1b7 Bugfix/Fix matsort not working in position detail dialog (#1457)
* Fix matsort in position detail dialog

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2022-11-19 10:02:36 +01:00
81db3852e6 Feature/add sorting to accounts table (#1459)
* Add sorting

* Update changelog
2022-11-19 09:57:28 +01:00
af27781234 Feature/upgrade prisma to version 4.6.1 (#1456)
* Upgrade prisma to version 4.6.1

* Update changelog
2022-11-18 20:19:14 +01:00
608e7a774d Feature/improve activities tab icon (#1461)
* Improve icon

* Update changelog
2022-11-17 21:37:26 +01:00
ed15eb76fd Feature/upgrade yahoo finance2 to version 2.3.10 (#1458)
* Upgrade yahoo-finance2 to version 2.3.10

* Update changelog
2022-11-16 19:33:07 +01:00
39905e5046 Feature/upgrade yahoo finance2 to version 2.3.7 (#1455)
* Upgrade yahoo-finance2 to version 2.3.7

* Update changelog
2022-11-15 21:33:22 +01:00
7cd3f235df Release 1.213.0 (#1454) 2022-11-14 20:47:21 +01:00
3b4f8c69bb Feature/setup black friday 2022 deal (#1452)
* Setup Black Friday 2022 deal

* Update changelog
2022-11-14 20:45:41 +01:00
c9bdf46b2b Add PWA as feature (#1445) 2022-11-12 17:21:37 +01:00
4169de580b Feature/add indicator for excluded accounts (#1450)
* Add indicator for excluded accounts

* Update changelog
2022-11-12 16:46:17 +01:00
3317fe7c46 Fix missing comma in json body (API example) (#1446) 2022-11-12 08:59:55 +01:00
c8f6fdbaa3 Release 1.212.0 (#1444) 2022-11-11 20:02:20 +01:00
d95fc82f95 Feature/change view mode selector to slide toggle (#1443)
* Change view mode selector to slide toggle

* Update changelog
2022-11-11 20:01:08 +01:00
31c949f9d2 Feature/upgrade nx to version 15.0.13 (#1442)
* Upgrade Nx to version 15.0.13

* Update changelog
2022-11-11 19:44:32 +01:00
f68f40fcc6 Release 1.211.0 (#1441) 2022-11-11 16:53:36 +01:00
9623a363ed Feature/convert into pwa (#1436)
* Setup @angular/pwa
2022-11-11 16:50:23 +01:00
2d42549967 Feature/improvements in pricing page (#1440)
* Improve pricing page

* Update changelog
2022-11-11 16:42:51 +01:00
c934c5088b Add ghostfolio-cli to community projects (#1437) 2022-11-11 09:02:43 +01:00
678b3cc57e Add Buy me a coffee button (#1438) 2022-11-10 19:31:00 +01:00
cd5eb64a4c Removed margin-bottom tag from the body element (#1435)
- This only changes the behaviour in Firefox
- All browsers now show the UI in a single page view
2022-11-09 20:48:13 +01:00
fc1507de4f Clean up (#1423) 2022-11-09 10:08:36 +01:00
d147a66dcd Release 1.210.0 (#1434) 2022-11-08 17:35:43 +01:00
33fd1282e5 Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency

* Update changelog
2022-11-08 17:32:50 +01:00
693ff9d3ea Setup pt (#1432) 2022-11-07 17:17:07 +01:00
21e87a0055 Clean up (#1431) 2022-11-07 17:03:34 +01:00
43426c9b01 Feature/restructure portfolio page (#1429)
* Restructure portfolio page

* Update changelog
2022-11-07 16:57:26 +01:00
3b4da72ea3 Feature/tighten validation rule of base currency (#1428)
* Tighten validation rule of BASE_CURRENCY

* Update changelog
2022-11-06 17:51:31 +01:00
8d8e55fd0b Release 1.209.0 (#1427) 2022-11-05 13:39:26 +01:00
ca18621ce8 Improve locales (#1426) 2022-11-05 12:49:17 +01:00
b8574d24b2 Feature/improve usability of import (#1425)
* Improve usability by adding expected file format

* Update changelog
2022-11-05 12:22:24 +01:00
6d12c27f9c Feature/rename transactions to activities page (#1424)
* Rename transactions to activities

* Update changelog
2022-11-05 10:42:40 +01:00
c2c5326049 Feature/add buy me a coffee badge to about page (#1422)
* Add button: Buy me a coffee

* Update changelog
2022-11-05 10:22:18 +01:00
2a1339b61e Feature/improve usage of premium indicator component (#1421)
* Improve usage of premium indicator component

* Update changelog
2022-11-05 09:12:41 +01:00
c8a2579624 Feature/remove intro image in dark mode (#1420)
* Remove intro image in dark mode

* Update changelog
2022-11-05 09:06:40 +01:00
832ae063df Release 1.208.0 (#1415) 2022-11-03 20:21:12 +01:00
b5e026934f Harmonize extension (before and after) (#1414) 2022-11-03 20:18:40 +01:00
901c997908 Add pagination to activities table (#1404)
* Add pagination to activities table
2022-11-03 20:16:30 +01:00
3b6e0b20e2 Add test case (#1399)
* Add test case

* Fix calculation for portfolio evolution chart

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-11-03 20:06:16 +01:00
e449d51c3c Feature/restructure actions in admin control panel (#1410)
* Restructure actions

* Update changelog
2022-11-02 17:47:03 +01:00
f72d31bab3 Release 1.207.0 (#1409) 2022-10-31 20:27:52 +01:00
4c893c4dcc Bugfix/fix public page (#1408)
* Fix public page

* Update changelog
2022-10-31 20:25:42 +01:00
ffb11cd10e Add instructions for API Authorization (#1406)
* Add instructions for API Authorization
2022-10-31 20:12:42 +01:00
d424b7731e Feature/change background color of dark mode (#1396)
* Darken background color

* Update changelog
2022-10-30 18:48:28 +01:00
6043c87481 Simplify lead (#1401) 2022-10-30 17:02:01 +01:00
fca0a688b6 parse csv date in ISO format (#1303)
* Handle various date formats

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2022-10-28 11:26:19 +02:00
5c6cc4fed5 Handle division by zero (#1398) 2022-10-26 21:28:26 +02:00
64a7d38ff9 Add more translations (#1394) 2022-10-23 10:28:08 +02:00
68d0d39161 Feature/translate asset and asset sub classes (#1393)
* Translate asset and asset sub classes

* Update changelog
2022-10-22 07:47:05 +02:00
233a8a8a18 Bugfix/improve loading indicator of investment chart (#1392)
* Improve loading indicator

* Update changelog
2022-10-21 20:01:32 +02:00
190779ee35 Release 1.206.2 (#1391) 2022-10-20 23:40:42 +02:00
6ef8121561 Release 1.206.1 (#1390) 2022-10-20 21:49:12 +02:00
58bf57d1e6 Release 1.206.0 (#1389) 2022-10-20 20:58:33 +02:00
71c5412dd5 Add test case: sell partially with huge gain (#1380)
* Add test case: sell partially with huge gain
2022-10-20 20:56:58 +02:00
ae85398c3d Fix test description (#1379) 2022-10-20 20:48:40 +02:00
048900d01b Bugfix/improve performance calculation for sell activitities (#1388)
* Improve performance calculation for SELL activities

* Update changelog

Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-10-20 20:47:57 +02:00
074b09b543 Add space (#1381) 2022-10-19 07:53:58 +02:00
f9e04022f4 Remove TWR calculation (#1377) 2022-10-18 21:06:28 +02:00
8fd1fbd44a Feature/upgrade nx to version 15 (#1375)
* Upgrade to Nx 15

* Update changelog
2022-10-18 20:05:58 +02:00
0fb33ae71c Feature/migrate angular.json to project.json (#1374)
* Migrate angular.json to project.json

* Update changelog
2022-10-17 20:41:13 +02:00
3a35d72ec2 Fix disabled placeholder color (#1365) 2022-10-17 17:25:50 +02:00
32fe3e195f Release 1.205.2 (#1369) 2022-10-16 20:49:28 +02:00
805f4b05be Release 1.205.1 (#1368) 2022-10-16 20:19:27 +02:00
5b51a6840a Release 1.205.0 (#1367) 2022-10-16 19:36:51 +02:00
36bd6164e6 Feature/improve wording on landing page (#1366)
* Improve wording

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* Add statistics to landing page

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

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

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

* Update changelog

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

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

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

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

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

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

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

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

* Update changelog
2022-09-22 20:52:03 +02:00
54bf4c7a43 Update messages.it.xlf (#1280) 2022-09-22 20:51:31 +02:00
223 changed files with 18220 additions and 6961 deletions

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@ -1,37 +1,45 @@
---
name: Bug report
about: Create a report to help us improve
title: "[BUG]"
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).
**Describe the bug**
**Bug Description**
<!-- A clear and concise description of what the bug is. -->
**To Reproduce**
Steps to reproduce the behavior:
<!-- Steps to reproduce the behavior -->
1.
2.
3.
4.
**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 [e.g. 1.194.0]
- Browser [e.g. chrome]
- OS
**Environment**
<!-- Please complete the following information -->
- Ghostfolio Version X.Y.Z
- Browser
- OS
**Additional context**
<!-- Add any other context about the problem here. -->

View File

@ -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,

4
.vscode/launch.json vendored
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@ -5,11 +5,11 @@
"name": "Debug Jest File",
"type": "node",
"request": "launch",
"program": "${workspaceFolder}/node_modules/@angular/cli/bin/ng",
"program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
"args": [
"test",
"--codeCoverage=false",
"--testFile=${workspaceFolder}/apps/api/src/models/portfolio.spec.ts"
"--testFile=${workspaceFolder}/apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts"
],
"cwd": "${workspaceFolder}",
"console": "internalConsole"

View File

@ -5,6 +5,243 @@ 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).
## 1.214.0 - 19.11.2022
### Added
- Added support for sorting in the accounts table
### Changed
- Improved the support for the `MANUAL` data source
- Improved the _Activities_ tab icon
- Improved the _Activities_ icons for `BUY`, `DIVIDEND` and `SELL`
- Upgraded `prisma` from version `4.4.0` to `4.6.1`
- Upgraded `yahoo-finance2` from version `2.3.6` to `2.3.10`
### Fixed
- Fixed the activities sorting in the position detail dialog
- Fixed the dynamic number of decimal places for cryptocurrencies in the position detail dialog
- Fixed a division by zero error in the cash positions calculation
## 1.213.0 - 14.11.2022
### Added
- Added an indicator for excluded accounts in the accounts table
- Added a blog post: _Black Friday 2022_
## 1.212.0 - 11.11.2022
### Changed
- Changed the view mode selector to a slide toggle
- Upgraded `Nx` from version `15.0.0` to `15.0.13`
## 1.211.0 - 11.11.2022
### Changed
- Converted the client into a _Progressive Web App_ (PWA) with `@angular/pwa`
- Removed the bottom margin from the body element
- Improved the pricing page
## 1.210.0 - 08.11.2022
### Added
- Added tabs to the portfolio page
### Changed
- Merged the _FIRE_ calculator and the _X-ray_ section to a single page
- Tightened the validation rule of the base currency environment variable (`BASE_CURRENCY`)
### Fixed
- Fixed an issue in the cash positions calculation
## 1.209.0 - 05.11.2022
### Added
- Added the _Buy me a coffee_ button to the about page
### Changed
- Improved the usability of the activities import
- Improved the usage of the premium indicator component
- Removed the intro image in dark mode
- Refactored the `TransactionsPageComponent` to `ActivitiesPageComponent`
## 1.208.0 - 03.11.2022
### Added
- Added pagination to the activities table
### Changed
- Restructured the actions in the admin control panel
### Fixed
- Fixed the calculation in the portfolio evolution chart
## 1.207.0 - 31.10.2022
### Added
- Added support for translated labels of asset and asset sub class
- Added support for dates in _ISO 8601_ date format (`YYYY-MM-DD`) in the activities import
### Changed
- Darkened the background color of the dark mode
### Fixed
- Fixed the public page
- Improved the loading indicator of the portfolio evolution chart
## 1.206.2 - 20.10.2022
### Changed
- Fixed the `rxjs` version to `7.5.6` (resolutions)
- Migrated the `angular.json` to `project.json` files in the `Nx` workspace
- Upgraded `nestjs` from version `9.0.7` to `9.1.4`
- Upgraded `Nx` from version `14.6.4` to `15.0.0`
### Fixed
- Fixed the performance calculation including `SELL` activities with a significant performance gain
## 1.205.2 - 16.10.2022
### Changed
- Persisted the language on url change
- Improved the portfolio evolution chart
- Refactored the appearance (dark mode) in user settings (from `appearance` to `colorScheme`)
- Improved the wording on the landing page
## 1.204.1 - 15.10.2022
### Added
- Added support to change the appearance (dark mode) in user settings
- Added the total amount chart to the investment timeline
- Setup the `prettier` plugin `prettier-plugin-organize-attributes`
### Changed
- Respected the current date in the _FIRE_ calculator
- Simplified the settings management in the admin control panel
- Renamed the data source type `RAKUTEN` to `RAPID_API`
### Fixed
- Fixed some links in the blog posts
- Fixed the alignment of the value component on the allocations page
### Todo
- Rename the environment variable from `RAKUTEN_RAPID_API_KEY` to `RAPID_API_API_KEY`
## 1.203.0 - 08.10.2022
### Added
- Supported a progressive line animation in the line chart component
### Changed
- Moved the benchmark comparator from experimental to general availability
- Improved the user interface of the benchmark comparator
### Fixed
- Fixed an issue in the performance and chart calculation of today
- Fixed the alignment of the value component in the admin control panel
## 1.202.0 - 07.10.2022
### Added
- Added support for a translated 4% rule in the _FIRE_ section
### Changed
- Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful)
- Improved the wording in the twitter bot service
### Fixed
- Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`)
- Fixed the text truncation in the value component
## 1.201.0 - 01.10.2022
### Added
- Added a blog post: _Hacktoberfest 2022_
### Changed
- Improved the usage of the value component in the admin control panel
- Improved the language localization for Español (`es`)
### Fixed
- Fixed the usage of the value component on the allocations page
## 1.200.0 - 01.10.2022
### Added
- Added a mini statistics section to the landing page including pulls on _Docker Hub_
- Added an _As seen in_ section to the landing page
- Added support for an icon in the value component
### Changed
- Upgraded `prisma` from version `4.1.1` to `4.4.0`
## 1.199.1 - 27.09.2022
### Added
- Set up the language localization for Español (`es`)
- Added support for sectors in mutual funds
## 1.198.0 - 25.09.2022
### Added
- Added support to exclude an account from analysis
- Set up the language localization for Nederlands (`nl`)
## 1.197.0 - 24.09.2022
### Added
- Added the value of the active filter in percentage on the allocations page
- Extended the feature overview page by multi-language support (English, German, Italian)
### Changed
- Combined the performance and chart calculation
- Improved the style of various selectors (density)
## 1.196.0 - 22.09.2022
### Added
- Set up the language localization for Italiano (`it`)
- Extended the landing page
## 1.195.0 - 20.09.2022
### Changed
@ -195,7 +432,7 @@ 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
@ -857,8 +1094,8 @@ 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

View File

@ -25,7 +25,6 @@ RUN yarn install
COPY ./decorate-angular-cli.js decorate-angular-cli.js
RUN node decorate-angular-cli.js
COPY ./angular.json angular.json
COPY ./nx.json nx.json
COPY ./replace.build.js replace.build.js
COPY ./jest.preset.js jest.preset.js

View File

@ -53,13 +53,13 @@ Ghostfolio is for you if you are...
- ✅ Create, update and delete transactions
- ✅ Multi account management
- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `YTD`, `1Y`, `5Y`, `Max`
- ✅ Portfolio performance for `Today`, `YTD`, `1Y`, `5Y`, `Max`
- ✅ Various charts
- ✅ Static analysis to identify potential risks in your portfolio
- ✅ Import and export transactions
- ✅ Dark Mode
- ✅ Zen Mode
-Mobile-first design
-Progressive Web App (PWA) with a mobile-first design
<div align="center" style="margin-top: 1rem; margin-bottom: 1rem;">
<img src="./apps/client/src/assets/images/screenshot.png" width="300">
@ -81,22 +81,32 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
We provide official container images hosted on [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio) for `linux/amd64` and `linux/arm64`.
<div align="center">
<a href="https://www.buymeacoffee.com/ghostfolio">
<img
alt="Buy me a coffee button"
src="./apps/client/src/assets/images/button-buy-me-a-coffee.png"
width="150"
/>
</a>
</div>
### Supported Environment Variables
| Name | Default Value | Description |
| ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| `ACCESS_TOKEN_SALT` | | A random string used as salt for access tokens |
| `BASE_CURRENCY` | `USD` | The base currency of the Ghostfolio application. Caution: This cannot be changed later! |
| `DATABASE_URL` | | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
| `HOST` | `0.0.0.0` | The host where the Ghostfolio application will run on |
| `JWT_SECRET_KEY` | | A random string used for _JSON Web Tokens_ (JWT) |
| `PORT` | `3333` | The port where the Ghostfolio application will run on |
| `POSTGRES_DB` | | The name of the _PostgreSQL_ database |
| `POSTGRES_PASSWORD` | | The password of the _PostgreSQL_ database |
| `POSTGRES_USER` | | The user of the _PostgreSQL_ database |
| `REDIS_HOST` | | The host where _Redis_ is running |
| `REDIS_PASSWORD` | | The password of _Redis_ |
| `REDIS_PORT` | | The port where _Redis_ is running |
| Name | Default Value | Description |
| ------------------- | ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `ACCESS_TOKEN_SALT` | | A random string used as salt for access tokens |
| `BASE_CURRENCY` | `USD` | The base currency of the Ghostfolio application.<br />`AUD` \| `CAD` \| `CNY` \| `EUR` \| `GBP` \| `JPY` \| `RUB` \| `USD`<br />Caution: Only set if you intend to track cryptocurrencies in a non-`USD` currency. This cannot be changed later! |
| `DATABASE_URL` | | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
| `HOST` | `0.0.0.0` | The host where the Ghostfolio application will run on |
| `JWT_SECRET_KEY` | | A random string used for _JSON Web Tokens_ (JWT) |
| `PORT` | `3333` | The port where the Ghostfolio application will run on |
| `POSTGRES_DB` | | The name of the _PostgreSQL_ database |
| `POSTGRES_PASSWORD` | | The password of the _PostgreSQL_ database |
| `POSTGRES_USER` | | The user of the _PostgreSQL_ database |
| `REDIS_HOST` | | The host where _Redis_ is running |
| `REDIS_PASSWORD` | | The password of _Redis_ |
| `REDIS_PORT` | | The port where _Redis_ is running |
### Run with Docker Compose
@ -128,7 +138,7 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
Open http://localhost:3333 in your browser and accomplish these steps:
1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
1. Go to the _Market Data_ tab in the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
1. Click _Sign out_ and check out the _Live Demo_
#### Upgrade Version
@ -158,7 +168,7 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
1. Start the server and the client (see [_Development_](#Development))
1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
1. Go to the _Market Data_ tab in the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
1. Click _Sign out_ and check out the _Live Demo_
### Start Server
@ -190,20 +200,22 @@ Run `yarn test`
## Public API
### Authorization: Bearer Token
Set the header for each request as follows:
```
"Authorization": "Bearer eyJh..."
```
You can get the _Bearer Token_ via `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT>` or `curl -s http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT>`.
### Import Activities
#### Request
`POST http://localhost:3333/api/v1/import`
#### Authorization: Bearer Token
Set the header as follows:
```
"Authorization": "Bearer eyJh..."
```
#### Body
```
@ -215,7 +227,7 @@ Set the header as follows:
"date": "2021-09-15T00:00:00.000Z",
"fee": 19,
"quantity": 5,
"symbol": "MSFT"
"symbol": "MSFT",
"type": "BUY",
"unitPrice": 298.58
}
@ -254,6 +266,10 @@ Set the header as follows:
}
```
## Community Projects
- [ghostfolio-cli](https://github.com/DerAndereJohannes/ghostfolio-cli): Command-line interface to access your portfolio
## Contributing
Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.

View File

@ -1,368 +0,0 @@
{
"version": 1,
"projects": {
"api": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"root": "apps/api",
"sourceRoot": "apps/api/src",
"projectType": "application",
"prefix": "api",
"schematics": {},
"architect": {
"build": {
"builder": "@nrwl/node:webpack",
"options": {
"outputPath": "dist/apps/api",
"main": "apps/api/src/main.ts",
"tsConfig": "apps/api/tsconfig.app.json",
"assets": ["apps/api/src/assets"]
},
"configurations": {
"production": {
"generatePackageJson": true,
"optimization": true,
"extractLicenses": true,
"inspect": false,
"fileReplacements": [
{
"replace": "apps/api/src/environments/environment.ts",
"with": "apps/api/src/environments/environment.prod.ts"
}
]
}
},
"outputs": ["{options.outputPath}"]
},
"serve": {
"builder": "@nrwl/node:node",
"options": {
"buildTarget": "api:build"
}
},
"lint": {
"builder": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["apps/api/**/*.ts"]
}
},
"test": {
"builder": "@nrwl/jest:jest",
"options": {
"jestConfig": "apps/api/jest.config.ts",
"passWithNoTests": true
},
"outputs": ["coverage/apps/api"]
}
},
"tags": []
},
"client": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"projectType": "application",
"schematics": {
"@schematics/angular:component": {
"style": "scss"
}
},
"root": "apps/client",
"sourceRoot": "apps/client/src",
"prefix": "gf",
"architect": {
"build": {
"builder": "@angular-devkit/build-angular:browser",
"options": {
"outputPath": "dist/apps/client",
"index": "apps/client/src/index.html",
"main": "apps/client/src/main.ts",
"polyfills": "apps/client/src/polyfills.ts",
"tsConfig": "apps/client/tsconfig.app.json",
"assets": [
{
"glob": "assetlinks.json",
"input": "apps/client/src/assets",
"output": "./../.well-known"
},
{
"glob": "CHANGELOG.md",
"input": "",
"output": "./../assets"
},
{
"glob": "LICENSE",
"input": "",
"output": "./../assets"
},
{
"glob": "robots.txt",
"input": "apps/client/src/assets",
"output": "./../"
},
{
"glob": "sitemap.xml",
"input": "apps/client/src/assets",
"output": "./../"
},
{
"glob": "**/*",
"input": "node_modules/ionicons/dist/ionicons",
"output": "./../ionicons"
},
{
"glob": "**/*.js",
"input": "node_modules/ionicons/dist/",
"output": "./../"
},
{
"glob": "**/*",
"input": "apps/client/src/assets",
"output": "./../assets/"
}
],
"styles": ["apps/client/src/styles.scss"],
"scripts": ["node_modules/marked/marked.min.js"],
"vendorChunk": true,
"extractLicenses": false,
"buildOptimizer": false,
"sourceMap": true,
"optimization": false,
"namedChunks": true
},
"configurations": {
"development-de": {
"baseHref": "/de/",
"localize": ["de"]
},
"development-en": {
"baseHref": "/en/",
"localize": ["en"]
},
"development-it": {
"baseHref": "/it/",
"localize": ["it"]
},
"production": {
"fileReplacements": [
{
"replace": "apps/client/src/environments/environment.ts",
"with": "apps/client/src/environments/environment.prod.ts"
}
],
"optimization": true,
"outputHashing": "all",
"sourceMap": false,
"namedChunks": false,
"extractLicenses": true,
"vendorChunk": false,
"buildOptimizer": true,
"budgets": [
{
"type": "initial",
"maximumWarning": "2mb",
"maximumError": "5mb"
},
{
"type": "anyComponentStyle",
"maximumWarning": "6kb",
"maximumError": "10kb"
}
]
}
},
"outputs": ["{options.outputPath}"],
"defaultConfiguration": ""
},
"serve": {
"builder": "@angular-devkit/build-angular:dev-server",
"options": {
"browserTarget": "client:build",
"proxyConfig": "apps/client/proxy.conf.json"
},
"configurations": {
"development-de": {
"browserTarget": "client:build:development-de"
},
"development-en": {
"browserTarget": "client:build:development-en"
},
"development-it": {
"browserTarget": "client:build:development-it"
},
"production": {
"browserTarget": "client:build:production"
}
}
},
"extract-i18n": {
"builder": "ng-extract-i18n-merge:ng-extract-i18n-merge",
"options": {
"browserTarget": "client:build",
"includeContext": true,
"outputPath": "src/locales",
"targetFiles": ["messages.de.xlf", "messages.it.xlf"]
}
},
"lint": {
"builder": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["apps/client/**/*.ts"]
}
},
"test": {
"builder": "@nrwl/jest:jest",
"options": {
"jestConfig": "apps/client/jest.config.ts",
"passWithNoTests": true
},
"outputs": ["coverage/apps/client"]
}
},
"i18n": {
"locales": {
"de": {
"baseHref": "/de/",
"translation": "apps/client/src/locales/messages.de.xlf"
},
"it": {
"baseHref": "/it/",
"translation": "apps/client/src/locales/messages.it.xlf"
}
},
"sourceLocale": "en"
},
"tags": []
},
"client-e2e": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"root": "apps/client-e2e",
"sourceRoot": "apps/client-e2e/src",
"projectType": "application",
"architect": {
"e2e": {
"builder": "@nrwl/cypress:cypress",
"options": {
"cypressConfig": "apps/client-e2e/cypress.json",
"tsConfig": "apps/client-e2e/tsconfig.e2e.json",
"devServerTarget": "client:serve"
},
"configurations": {
"production": {
"devServerTarget": "client:serve:production"
}
}
}
},
"tags": [],
"implicitDependencies": ["client"]
},
"common": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"root": "libs/common",
"sourceRoot": "libs/common/src",
"projectType": "library",
"architect": {
"lint": {
"builder": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["libs/common/**/*.ts"]
}
},
"test": {
"builder": "@nrwl/jest:jest",
"outputs": ["coverage/libs/common"],
"options": {
"jestConfig": "libs/common/jest.config.ts",
"passWithNoTests": true
}
}
},
"tags": []
},
"ui": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"projectType": "library",
"schematics": {
"@schematics/angular:component": {
"style": "scss"
}
},
"root": "libs/ui",
"sourceRoot": "libs/ui/src",
"prefix": "gf",
"architect": {
"test": {
"builder": "@nrwl/jest:jest",
"outputs": ["coverage/libs/ui"],
"options": {
"jestConfig": "libs/ui/jest.config.ts",
"passWithNoTests": true
}
},
"lint": {
"builder": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["libs/ui/src/**/*.ts", "libs/ui/src/**/*.html"]
}
},
"storybook": {
"builder": "@storybook/angular:start-storybook",
"options": {
"port": 4400,
"configDir": "libs/ui/.storybook",
"browserTarget": "ui:build-storybook",
"compodoc": false
},
"configurations": {
"ci": {
"quiet": true
}
}
},
"build-storybook": {
"builder": "@storybook/angular:build-storybook",
"outputs": ["{options.outputPath}"],
"options": {
"outputDir": "dist/storybook/ui",
"configDir": "libs/ui/.storybook",
"browserTarget": "ui:build-storybook",
"compodoc": false
},
"configurations": {
"ci": {
"quiet": true
}
}
}
},
"tags": []
},
"ui-e2e": {
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"root": "apps/ui-e2e",
"sourceRoot": "apps/ui-e2e/src",
"projectType": "application",
"architect": {
"e2e": {
"builder": "@nrwl/cypress:cypress",
"options": {
"cypressConfig": "apps/ui-e2e/cypress.json",
"devServerTarget": "ui:storybook",
"tsConfig": "apps/ui-e2e/tsconfig.json"
},
"configurations": {
"ci": {
"devServerTarget": "ui:storybook:ci"
}
}
},
"lint": {
"builder": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["apps/ui-e2e/**/*.{js,ts}"]
}
}
},
"tags": [],
"implicitDependencies": ["ui"]
}
}
}

57
apps/api/project.json Normal file
View File

@ -0,0 +1,57 @@
{
"name": "api",
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"sourceRoot": "apps/api/src",
"projectType": "application",
"prefix": "api",
"generators": {},
"targets": {
"build": {
"executor": "@nrwl/webpack:webpack",
"options": {
"outputPath": "dist/apps/api",
"main": "apps/api/src/main.ts",
"tsConfig": "apps/api/tsconfig.app.json",
"assets": ["apps/api/src/assets"],
"target": "node",
"compiler": "tsc"
},
"configurations": {
"production": {
"generatePackageJson": true,
"optimization": true,
"extractLicenses": true,
"inspect": false,
"fileReplacements": [
{
"replace": "apps/api/src/environments/environment.ts",
"with": "apps/api/src/environments/environment.prod.ts"
}
]
}
},
"outputs": ["{options.outputPath}"]
},
"serve": {
"executor": "@nrwl/node:node",
"options": {
"buildTarget": "api:build"
}
},
"lint": {
"executor": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["apps/api/**/*.ts"]
}
},
"test": {
"executor": "@nrwl/jest:jest",
"options": {
"jestConfig": "apps/api/jest.config.ts",
"passWithNoTests": true
},
"outputs": ["{workspaceRoot}/coverage/apps/api"]
}
},
"tags": []
}

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

@ -73,6 +73,7 @@ export class BenchmarkService {
}
const allTimeHighs = await Promise.all(promises);
let storeInCache = true;
benchmarks = allTimeHighs.map((allTimeHigh, index) => {
const { marketPrice } =
@ -85,6 +86,8 @@ export class BenchmarkService {
allTimeHigh,
marketPrice
);
} else {
storeInCache = false;
}
return {
@ -100,11 +103,13 @@ export class BenchmarkService {
};
});
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;
}
@ -164,7 +169,7 @@ export class BenchmarkService {
);
const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
return {
const response = {
marketData: [
...marketDataItems
.filter((marketDataItem, index) => {
@ -181,17 +186,22 @@ export class BenchmarkService {
marketDataItem.marketPrice
) * 100
};
}),
{
date: format(new Date(), DATE_FORMAT),
value:
this.calculateChangeInPercentage(
marketPriceAtStartDate,
currentSymbolItem.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) {

View File

@ -11,6 +11,9 @@ import { NextFunction, Request, Response } from 'express';
export class FrontendMiddleware implements NestMiddleware {
public indexHtmlDe = '';
public indexHtmlEn = '';
public indexHtmlEs = '';
public indexHtmlIt = '';
public indexHtmlNl = '';
public isProduction: boolean;
public constructor(
@ -32,17 +35,30 @@ export class FrontendMiddleware implements NestMiddleware {
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';
if (
req.path === '/en/blog/2022/08/500-stars-on-github' ||
req.path === '/en/blog/2022/08/500-stars-on-github/'
) {
if (req.path.startsWith('/en/blog/2022/08/500-stars-on-github')) {
featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
} else if (req.path.startsWith('/en/blog/2022/10/hacktoberfest-2022')) {
featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
} else if (req.path.startsWith('/en/blog/2022/11/black-friday-2022')) {
featureGraphicPath = 'assets/images/blog/black-friday-2022.jpg';
}
if (
@ -61,6 +77,33 @@ 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

@ -145,6 +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(
@ -245,6 +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();
@ -252,6 +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,
@ -73,30 +74,11 @@ 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(
@ -109,7 +91,8 @@ export class OrderController {
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

@ -21,6 +21,17 @@ function mockGetValue(symbol: string, date: Date) {
return { marketPrice: 0 };
case 'BTCUSD':
if (isSameDay(parseDate('2015-01-01'), date)) {
return { marketPrice: 314.25 };
} else if (isSameDay(parseDate('2017-12-31'), date)) {
return { marketPrice: 14156.4 };
} else if (isSameDay(parseDate('2018-01-01'), date)) {
return { marketPrice: 13657.2 };
}
return { marketPrice: 0 };
case 'NOVN.SW':
if (isSameDay(parseDate('2022-04-11'), date)) {
return { marketPrice: 87.8 };

View File

@ -0,0 +1,110 @@
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
import { parseDate } from '@ghostfolio/common/helper';
import Big from 'big.js';
import { CurrentRateServiceMock } from './current-rate.service.mock';
import { PortfolioCalculator } from './portfolio-calculator';
jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
return {
// eslint-disable-next-line @typescript-eslint/naming-convention
CurrentRateService: jest.fn().mockImplementation(() => {
return CurrentRateServiceMock;
})
};
});
describe('PortfolioCalculator', () => {
let currentRateService: CurrentRateService;
beforeEach(() => {
currentRateService = new CurrentRateService(null, null, null);
});
describe('get current positions', () => {
it.only('with BTCUSD buy and sell partially', async () => {
const portfolioCalculator = new PortfolioCalculator({
currentRateService,
currency: 'CHF',
orders: [
{
currency: 'CHF',
date: '2015-01-01',
dataSource: 'YAHOO',
fee: new Big(0),
name: 'Bitcoin USD',
quantity: new Big(2),
symbol: 'BTCUSD',
type: 'BUY',
unitPrice: new Big(320.43)
},
{
currency: 'CHF',
date: '2017-12-31',
dataSource: 'YAHOO',
fee: new Big(0),
name: 'Bitcoin USD',
quantity: new Big(1),
symbol: 'BTCUSD',
type: 'SELL',
unitPrice: new Big(14156.4)
}
]
});
portfolioCalculator.computeTransactionPoints();
const spy = jest
.spyOn(Date, 'now')
.mockImplementation(() => parseDate('2018-01-01').getTime());
const currentPositions = await portfolioCalculator.getCurrentPositions(
parseDate('2015-01-01')
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(currentPositions).toEqual({
currentValue: new Big('13657.2'),
errors: [],
grossPerformance: new Big('27172.74'),
grossPerformancePercentage: new Big('42.40043067128546016291'),
hasErrors: false,
netPerformance: new Big('27172.74'),
netPerformancePercentage: new Big('42.40043067128546016291'),
positions: [
{
averagePrice: new Big('320.43'),
currency: 'CHF',
dataSource: 'YAHOO',
firstBuyDate: '2015-01-01',
grossPerformance: new Big('27172.74'),
grossPerformancePercentage: new Big('42.40043067128546016291'),
investment: new Big('320.43'),
netPerformance: new Big('27172.74'),
netPerformancePercentage: new Big('42.40043067128546016291'),
marketPrice: 13657.2,
quantity: new Big('1'),
symbol: 'BTCUSD',
transactionCount: 2
}
],
totalInvestment: new Big('320.43')
});
expect(investments).toEqual([
{ date: '2015-01-01', investment: new Big('640.86') },
{ date: '2017-12-31', investment: new Big('320.43') }
]);
expect(investmentsByMonth).toEqual([
{ date: '2015-01-01', investment: new Big('640.86') },
{ date: '2017-12-01', investment: new Big('-14156.4') }
]);
});
});
});

View File

@ -22,7 +22,7 @@ describe('PortfolioCalculator', () => {
});
describe('get current positions', () => {
it.only('with BALN.SW buy and sell', async () => {
it.only('with NOVN.SW buy and sell partially', async () => {
const portfolioCalculator = new PortfolioCalculator({
currentRateService,
currency: 'CHF',

View File

@ -0,0 +1,130 @@
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
import { parseDate } from '@ghostfolio/common/helper';
import Big from 'big.js';
import { CurrentRateServiceMock } from './current-rate.service.mock';
import { PortfolioCalculator } from './portfolio-calculator';
jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
return {
// eslint-disable-next-line @typescript-eslint/naming-convention
CurrentRateService: jest.fn().mockImplementation(() => {
return CurrentRateServiceMock;
})
};
});
describe('PortfolioCalculator', () => {
let currentRateService: CurrentRateService;
beforeEach(() => {
currentRateService = new CurrentRateService(null, null, null);
});
describe('get current positions', () => {
it.only('with NOVN.SW buy and sell', async () => {
const portfolioCalculator = new PortfolioCalculator({
currentRateService,
currency: 'CHF',
orders: [
{
currency: 'CHF',
date: '2022-03-07',
dataSource: 'YAHOO',
fee: new Big(0),
name: 'Novartis AG',
quantity: new Big(2),
symbol: 'NOVN.SW',
type: 'BUY',
unitPrice: new Big(75.8)
},
{
currency: 'CHF',
date: '2022-04-08',
dataSource: 'YAHOO',
fee: new Big(0),
name: 'Novartis AG',
quantity: new Big(2),
symbol: 'NOVN.SW',
type: 'SELL',
unitPrice: new Big(85.73)
}
]
});
portfolioCalculator.computeTransactionPoints();
const spy = jest
.spyOn(Date, 'now')
.mockImplementation(() => parseDate('2022-04-11').getTime());
const chartData = await portfolioCalculator.getChartData(
parseDate('2022-03-07')
);
const currentPositions = await portfolioCalculator.getCurrentPositions(
parseDate('2022-03-07')
);
const investments = portfolioCalculator.getInvestments();
const investmentsByMonth = portfolioCalculator.getInvestmentsByMonth();
spy.mockRestore();
expect(chartData[0]).toEqual({
date: '2022-03-07',
netPerformanceInPercentage: 0,
netPerformance: 0,
totalInvestment: 151.6,
value: 151.6
});
expect(chartData[chartData.length - 1]).toEqual({
date: '2022-04-11',
netPerformanceInPercentage: 13.100263852242744,
netPerformance: 19.86,
totalInvestment: 0,
value: 19.86
});
expect(currentPositions).toEqual({
currentValue: new Big('0'),
errors: [],
grossPerformance: new Big('19.86'),
grossPerformancePercentage: new Big('0.13100263852242744063'),
hasErrors: false,
netPerformance: new Big('19.86'),
netPerformancePercentage: new Big('0.13100263852242744063'),
positions: [
{
averagePrice: new Big('0'),
currency: 'CHF',
dataSource: 'YAHOO',
firstBuyDate: '2022-03-07',
grossPerformance: new Big('19.86'),
grossPerformancePercentage: new Big('0.13100263852242744063'),
investment: new Big('0'),
netPerformance: new Big('19.86'),
netPerformancePercentage: new Big('0.13100263852242744063'),
marketPrice: 87.8,
quantity: new Big('0'),
symbol: 'NOVN.SW',
transactionCount: 2
}
],
totalInvestment: new Big('0')
});
expect(investments).toEqual([
{ date: '2022-03-07', investment: new Big('151.6') },
{ date: '2022-04-08', investment: new Big('0') }
]);
expect(investmentsByMonth).toEqual([
{ date: '2022-03-01', investment: new Big('151.6') },
{ date: '2022-04-01', investment: new Big('-171.46') }
]);
});
});
});

View File

@ -14,6 +14,7 @@ import {
format,
isAfter,
isBefore,
isSameDay,
isSameMonth,
isSameYear,
max,
@ -187,7 +188,9 @@ export class PortfolioCalculator {
day = addDays(day, step);
}
dates.push(resetHours(end));
if (!isSameDay(last(dates), end)) {
dates.push(resetHours(end));
}
for (const item of transactionPointsBeforeEndDate[firstIndex - 1].items) {
dataGatheringItems.push({
@ -231,21 +234,28 @@ export class PortfolioCalculator {
[symbol: string]: { [date: string]: Big };
} = {};
const maxInvestmentValuesBySymbol: {
[symbol: string]: { [date: string]: Big };
} = {};
const totalNetPerformanceValues: { [date: string]: Big } = {};
const totalInvestmentValues: { [date: string]: Big } = {};
const maxTotalInvestmentValues: { [date: string]: Big } = {};
for (const symbol of Object.keys(symbols)) {
const { netPerformanceValues, investmentValues } = this.getSymbolMetrics({
end,
marketSymbolMap,
start,
step,
symbol,
isChartMode: true
});
const { investmentValues, maxInvestmentValues, netPerformanceValues } =
this.getSymbolMetrics({
end,
marketSymbolMap,
start,
step,
symbol,
isChartMode: true
});
netPerformanceValuesBySymbol[symbol] = netPerformanceValues;
investmentValuesBySymbol[symbol] = investmentValues;
maxInvestmentValuesBySymbol[symbol] = maxInvestmentValues;
}
for (const currentDate of dates) {
@ -264,31 +274,40 @@ export class PortfolioCalculator {
totalInvestmentValues[dateString] =
totalInvestmentValues[dateString] ?? new Big(0);
maxTotalInvestmentValues[dateString] =
maxTotalInvestmentValues[dateString] ?? new Big(0);
if (investmentValuesBySymbol[symbol]?.[dateString]) {
totalInvestmentValues[dateString] = totalInvestmentValues[
dateString
].add(investmentValuesBySymbol[symbol][dateString]);
}
if (maxInvestmentValuesBySymbol[symbol]?.[dateString]) {
maxTotalInvestmentValues[dateString] = maxTotalInvestmentValues[
dateString
].add(maxInvestmentValuesBySymbol[symbol][dateString]);
}
}
}
const isInPercentage = true;
return Object.keys(totalNetPerformanceValues).map((date) => {
return isInPercentage
? {
date,
value: totalInvestmentValues[date].eq(0)
? 0
: totalNetPerformanceValues[date]
.div(totalInvestmentValues[date])
.mul(100)
.toNumber()
}
: {
date,
value: totalNetPerformanceValues[date].toNumber()
};
const netPerformanceInPercentage = maxTotalInvestmentValues[date].eq(0)
? 0
: totalNetPerformanceValues[date]
.div(maxTotalInvestmentValues[date])
.mul(100)
.toNumber();
return {
date,
netPerformanceInPercentage,
netPerformance: totalNetPerformanceValues[date].toNumber(),
totalInvestment: totalInvestmentValues[date].toNumber(),
value: totalInvestmentValues[date]
.plus(totalNetPerformanceValues[date])
.toNumber()
};
});
}
@ -896,13 +915,10 @@ export class PortfolioCalculator {
let initialValue: Big;
let investmentAtStartDate: Big;
const investmentValues: { [date: string]: Big } = {};
const maxInvestmentValues: { [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);
let totalInvestmentWithGrossPerformanceFromSell = new Big(0);
let totalUnits = new Big(0);
@ -997,6 +1013,12 @@ export class PortfolioCalculator {
for (let i = 0; i < orders.length; i += 1) {
const order = orders[i];
if (PortfolioCalculator.ENABLE_LOGGING) {
console.log();
console.log();
console.log(i + 1, order.type, order.itemType);
}
if (order.itemType === 'start') {
// Take the unit price of the order as the market price if there are no
// orders of this symbol before the start date
@ -1024,9 +1046,21 @@ export class PortfolioCalculator {
valueAtStartDate = valueOfInvestmentBeforeTransaction;
}
const transactionInvestment = order.quantity
.mul(order.unitPrice)
.mul(this.getFactor(order.type));
const transactionInvestment =
order.type === 'BUY'
? order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
: totalUnits.gt(0)
? totalInvestment
.div(totalUnits)
.mul(order.quantity)
.mul(this.getFactor(order.type))
: new Big(0);
if (PortfolioCalculator.ENABLE_LOGGING) {
console.log('totalInvestment', totalInvestment.toNumber());
console.log('order.quantity', order.quantity.toNumber());
console.log('transactionInvestment', transactionInvestment.toNumber());
}
totalInvestment = totalInvestment.plus(transactionInvestment);
@ -1075,59 +1109,23 @@ export class PortfolioCalculator {
? new Big(0)
: totalInvestmentWithGrossPerformanceFromSell.div(totalUnits);
const newGrossPerformance = valueOfInvestment
.minus(totalInvestmentWithGrossPerformanceFromSell)
.plus(grossPerformanceFromSells);
if (
i > indexOfStartOrder &&
!lastValueOfInvestmentBeforeTransaction
.plus(lastTransactionInvestment)
.eq(0)
) {
const grossHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
.minus(
lastValueOfInvestmentBeforeTransaction.plus(
lastTransactionInvestment
)
)
.div(
lastValueOfInvestmentBeforeTransaction.plus(
lastTransactionInvestment
)
);
timeWeightedGrossPerformancePercentage =
timeWeightedGrossPerformancePercentage.mul(
new Big(1).plus(grossHoldingPeriodReturn)
);
const netHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
.minus(fees.minus(feesAtStartDate))
.minus(
lastValueOfInvestmentBeforeTransaction.plus(
lastTransactionInvestment
)
)
.div(
lastValueOfInvestmentBeforeTransaction.plus(
lastTransactionInvestment
)
);
timeWeightedNetPerformancePercentage =
timeWeightedNetPerformancePercentage.mul(
new Big(1).plus(netHoldingPeriodReturn)
);
if (PortfolioCalculator.ENABLE_LOGGING) {
console.log(
'totalInvestmentWithGrossPerformanceFromSell',
totalInvestmentWithGrossPerformanceFromSell.toNumber()
);
console.log(
'grossPerformanceFromSells',
grossPerformanceFromSells.toNumber()
);
}
const newGrossPerformance = valueOfInvestment
.minus(totalInvestment)
.plus(grossPerformanceFromSells);
grossPerformance = newGrossPerformance;
lastTransactionInvestment = transactionInvestment;
lastValueOfInvestmentBeforeTransaction =
valueOfInvestmentBeforeTransaction;
if (order.itemType === 'start') {
feesAtStartDate = fees;
grossPerformanceAtStartDate = grossPerformance;
@ -1139,6 +1137,15 @@ export class PortfolioCalculator {
.minus(fees.minus(feesAtStartDate));
investmentValues[order.date] = totalInvestment;
maxInvestmentValues[order.date] = maxTotalInvestment;
}
if (PortfolioCalculator.ENABLE_LOGGING) {
console.log('totalInvestment', totalInvestment.toNumber());
console.log(
'totalGrossPerformance',
grossPerformance.minus(grossPerformanceAtStartDate).toNumber()
);
}
if (i === indexOfEndOrder) {
@ -1146,12 +1153,6 @@ export class PortfolioCalculator {
}
}
timeWeightedGrossPerformancePercentage =
timeWeightedGrossPerformancePercentage.minus(1);
timeWeightedNetPerformancePercentage =
timeWeightedNetPerformancePercentage.minus(1);
const totalGrossPerformance = grossPerformance.minus(
grossPerformanceAtStartDate
);
@ -1215,6 +1216,7 @@ export class PortfolioCalculator {
Average price: ${averagePriceAtStartDate.toFixed(
2
)} -> ${averagePriceAtEndDate.toFixed(2)}
Total investment: ${totalInvestment.toFixed(2)}
Max. total investment: ${maxTotalInvestment.toFixed(2)}
Gross performance: ${totalGrossPerformance.toFixed(
2
@ -1230,6 +1232,7 @@ export class PortfolioCalculator {
initialValue,
grossPerformancePercentage,
investmentValues,
maxInvestmentValues,
netPerformancePercentage,
netPerformanceValues,
hasErrors: totalUnits.gt(0) && (!initialValue || !unitPriceAtEndDate),

View File

@ -7,18 +7,15 @@ 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 {
@ -40,6 +37,7 @@ import {
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import Big from 'big.js';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
@ -52,6 +50,7 @@ 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,
@ -61,75 +60,6 @@ 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)
@ -138,35 +68,21 @@ 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 hasDetails = true;
let hasError = false;
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
hasDetails = this.request.user.subscription.type === 'Premium';
}
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 {
accounts,
@ -174,18 +90,21 @@ export class PortfolioController {
filteredValueInPercentage,
hasErrors,
holdings,
summary,
totalValueInBaseCurrency
} = await this.portfolioService.getDetails(
} = await this.portfolioService.getDetails({
dateRange,
filters,
impersonationId,
this.request.user.id,
range,
filters
);
userId: this.request.user.id
});
if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
hasError = true;
}
let portfolioSummary = summary;
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
@ -221,9 +140,26 @@ export class PortfolioController {
}
}
let hasDetails = true;
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
hasDetails = this.request.user.subscription.type === 'Premium';
if (
hasDetails === false ||
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
portfolioSummary = nullifyValuesInObject(summary, [
'cash',
'committedFunds',
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'dividend',
'emergencyFund',
'excludedAccountsAndActivities',
'fees',
'items',
'netWorth',
'totalBuy',
'totalSell'
]);
}
for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
@ -244,7 +180,8 @@ export class PortfolioController {
filteredValueInPercentage,
hasError,
holdings,
totalValueInBaseCurrency
totalValueInBaseCurrency,
summary: portfolioSummary
};
}
@ -252,27 +189,22 @@ 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 (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
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 (
@ -290,29 +222,71 @@ export class PortfolioController {
}));
}
return { firstOrderDate: parseDate(investments[0]?.date), investments };
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
investments = investments.map((item) => {
return nullifyValuesInObject(item, ['investment']);
});
}
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(
const performanceInformation = await this.portfolioService.getPerformance({
dateRange,
impersonationId,
range
);
userId: this.request.user.id
});
if (
impersonationId ||
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'
]
);
}
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
performanceInformation.chart = performanceInformation.chart.map(
(item) => {
return nullifyValuesInObject(item, ['totalInvestment', 'value']);
}
);
}
@ -324,11 +298,11 @@ 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 (
@ -369,12 +343,12 @@ 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: user.id
});
const portfolioPublicDetails: PortfolioPublicDetails = {
hasDetails,
@ -411,46 +385,6 @@ 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)
@ -495,16 +429,19 @@ export class PortfolioController {
public async getReport(
@Headers('impersonation-id') impersonationId: string
): Promise<PortfolioReport> {
const report = await this.portfolioService.getReport(impersonationId);
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
for (const rule in report.rules) {
if (report.rules[rule]) {
report.rules[rule] = [];
}
}
}
return await this.portfolioService.getReport(impersonationId);
return report;
}
}

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

@ -3,7 +3,6 @@ import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
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 { UserService } from '@ghostfolio/api/app/user/user.service';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
@ -32,11 +31,13 @@ import {
HistoricalDataItem,
PortfolioDetails,
PortfolioPerformanceResponse,
PortfolioPosition,
PortfolioReport,
PortfolioSummary,
Position,
TimelinePosition,
UserSettings
UserSettings,
UserWithSettings
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type {
@ -50,8 +51,11 @@ import type {
import { Inject, Injectable } from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import {
Account,
AssetClass,
DataSource,
Order,
Platform,
Prisma,
Tag,
Type as TypeOfOrder
@ -64,11 +68,9 @@ import {
isAfter,
isBefore,
max,
parse,
parseISO,
set,
setDayOfYear,
startOfDay,
subDays,
subYears
} from 'date-fns';
@ -104,14 +106,19 @@ 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([
@ -120,7 +127,12 @@ export class PortfolioService {
include: { Order: true, Platform: true },
orderBy: { name: 'asc' }
}),
this.getDetails(aUserId, aUserId, undefined, aFilters)
this.getDetails({
filters,
withExcludedAccounts,
impersonationId: userId,
userId: this.request.user.id
})
]);
const userCurrency = this.request.user.Settings.settings.baseCurrency;
@ -158,11 +170,20 @@ 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;
@ -185,11 +206,16 @@ 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({
@ -261,105 +287,32 @@ 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.settings.baseCurrency,
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,
userCurrency,
userId
}: {
dateRange?: DateRange;
impersonationId: string;
userCurrency: string;
userId: string;
}): Promise<HistoricalDataContainer> {
userId = await this.getUserId(impersonationId, userId);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -367,7 +320,7 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currency: userCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -383,7 +336,7 @@ 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(
@ -403,27 +356,32 @@ export class PortfolioService {
};
}
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,
dateRange = 'max',
filters,
userId,
withExcludedAccounts = false
}: {
impersonationId: string;
dateRange?: DateRange;
filters?: Filter[];
userId: string;
withExcludedAccounts?: boolean;
}): Promise<PortfolioDetails & { hasErrors: boolean }> {
userId = await this.getUserId(impersonationId, userId);
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const userCurrency =
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({
@ -437,15 +395,15 @@ 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'] = {};
@ -455,10 +413,10 @@ export class PortfolioService {
let filteredValueInBaseCurrency = currentPositions.currentValue;
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')
) {
filteredValueInBaseCurrency = filteredValueInBaseCurrency.plus(
cashDetails.balanceInBaseCurrency
@ -554,10 +512,10 @@ 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,
@ -573,18 +531,24 @@ export class PortfolioService {
}
const accounts = await this.getValueOfAccounts({
filters,
orders,
portfolioItemsNow,
userCurrency,
userId,
filters: aFilters
withExcludedAccounts
});
const summary = await this.getSummary(aImpersonationId);
const summary = await this.getSummary({
impersonationId,
userCurrency,
userId
});
return {
accounts,
holdings,
summary,
filteredValueInBaseCurrency: filteredValueInBaseCurrency.toNumber(),
filteredValueInPercentage: summary.netWorth
? filteredValueInBaseCurrency.div(summary.netWorth).toNumber()
@ -599,11 +563,16 @@ export class PortfolioService {
aImpersonationId: string,
aSymbol: string
): Promise<PortfolioPositionDetail> {
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const orders = (
await this.orderService.getOrders({ userCurrency, userId })
await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ SymbolProfile }) => {
return (
SymbolProfile.dataSource === aDataSource &&
@ -916,11 +885,18 @@ 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,
userId
}: {
dateRange?: DateRange;
impersonationId: string;
userId: string;
}): Promise<PortfolioPerformanceResponse> {
userId = await this.getUserId(impersonationId, userId);
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -928,20 +904,23 @@ export class PortfolioService {
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currency: userCurrency,
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
}
};
}
@ -949,7 +928,7 @@ 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
);
@ -957,24 +936,61 @@ 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,
userCurrency,
userId
});
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,
@ -982,14 +998,16 @@ 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.settings.baseCurrency;
const userId = await this.getUserId(impersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const { orders, portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
@ -1003,7 +1021,7 @@ export class PortfolioService {
}
const portfolioCalculator = new PortfolioCalculator({
currency,
currency: userCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
@ -1023,7 +1041,7 @@ export class PortfolioService {
orders,
portfolioItemsNow,
userId,
userCurrency: currency
userCurrency
});
return {
rules: {
@ -1070,7 +1088,7 @@ export class PortfolioService {
new FeeRatioInitialInvestment(
this.exchangeRateDataService,
currentPositions.totalInvestment.toNumber(),
this.getFees(orders).toNumber()
this.getFees({ orders, userCurrency }).toNumber()
)
],
<UserSettings>this.request.user.Settings.settings
@ -1079,74 +1097,6 @@ export class PortfolioService {
};
}
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.settings.baseCurrency;
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,
@ -1160,7 +1110,12 @@ export class PortfolioService {
value: Big;
userCurrency: string;
}) {
const cashPositions: PortfolioDetails['holdings'] = {};
const cashPositions: PortfolioDetails['holdings'] = {
[userCurrency]: this.getInitialCashPosition({
balance: 0,
currency: userCurrency
})
};
for (const account of cashDetails.accounts) {
const convertedBalance = this.exchangeRateDataService.toCurrency(
@ -1177,28 +1132,10 @@ export class PortfolioService {
cashPositions[account.currency].investment += convertedBalance;
cashPositions[account.currency].value += convertedBalance;
} else {
cashPositions[account.currency] = {
allocationCurrent: 0,
allocationInvestment: 0,
assetClass: AssetClass.CASH,
assetSubClass: AssetClass.CASH,
countries: [],
currency: account.currency,
dataSource: undefined,
grossPerformance: 0,
grossPerformancePercent: 0,
investment: convertedBalance,
marketPrice: 0,
marketState: 'open',
name: account.currency,
netPerformance: 0,
netPerformancePercent: 0,
quantity: 0,
sectors: [],
symbol: account.currency,
transactionCount: 0,
value: convertedBalance
};
cashPositions[account.currency] = this.getInitialCashPosition({
balance: convertedBalance,
currency: account.currency
});
}
}
@ -1226,22 +1163,26 @@ export class PortfolioService {
for (const symbol of Object.keys(cashPositions)) {
// Calculate allocations for each currency
cashPositions[symbol].allocationCurrent = new Big(
cashPositions[symbol].value
)
.div(value)
.toNumber();
cashPositions[symbol].allocationInvestment = new Big(
cashPositions[symbol].investment
)
.div(investment)
.toNumber();
cashPositions[symbol].allocationCurrent = value.gt(0)
? new Big(cashPositions[symbol].value).div(value).toNumber()
: 0;
cashPositions[symbol].allocationInvestment = investment.gt(0)
? new Big(cashPositions[symbol].investment).div(investment).toNumber()
: 0;
}
return cashPositions;
}
private getDividend(orders: OrderWithAccount[], date = new Date(0)) {
private getDividend({
date = new Date(0),
orders,
userCurrency
}: {
date?: Date;
orders: OrderWithAccount[];
userCurrency: string;
}) {
return orders
.filter((order) => {
// Filter out all orders before given date and type dividend
@ -1254,7 +1195,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.SymbolProfile.currency,
this.request.user.Settings.settings.baseCurrency
userCurrency
);
})
.reduce(
@ -1263,7 +1204,15 @@ export class PortfolioService {
);
}
private getFees(orders: OrderWithAccount[], date = new Date(0)) {
private getFees({
date = new Date(0),
orders,
userCurrency
}: {
date?: Date;
orders: OrderWithAccount[];
userCurrency: string;
}) {
return orders
.filter((order) => {
// Filter out all orders before given date
@ -1273,7 +1222,7 @@ export class PortfolioService {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.SymbolProfile.currency,
this.request.user.Settings.settings.baseCurrency
userCurrency
);
})
.reduce(
@ -1282,6 +1231,37 @@ export class PortfolioService {
);
}
private getInitialCashPosition({
balance,
currency
}: {
balance: number;
currency: string;
}): PortfolioPosition {
return {
currency,
allocationCurrent: 0,
allocationInvestment: 0,
assetClass: AssetClass.CASH,
assetSubClass: AssetClass.CASH,
countries: [],
dataSource: undefined,
grossPerformance: 0,
grossPerformancePercent: 0,
investment: balance,
marketPrice: 0,
marketState: 'open',
name: currency,
netPerformance: 0,
netPerformancePercent: 0,
quantity: 0,
sectors: [],
symbol: currency,
transactionCount: 0,
value: balance
};
}
private getItems(orders: OrderWithAccount[], date = new Date(0)) {
return orders
.filter((order) => {
@ -1322,14 +1302,125 @@ export class PortfolioService {
return portfolioStart;
}
private async getSummary({
impersonationId,
userCurrency,
userId
}: {
impersonationId: string;
userCurrency: string;
userId: string;
}): Promise<PortfolioSummary> {
userId = await this.getUserId(impersonationId, userId);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance({
impersonationId,
userId
});
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, userCurrency }).toNumber();
const emergencyFund = new Big(
(user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
);
const fees = this.getFees({ orders, userCurrency }).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[];
@ -1343,6 +1434,7 @@ export class PortfolioService {
includeDrafts,
userCurrency,
userId,
withExcludedAccounts,
types: ['BUY', 'SELL']
});
@ -1394,17 +1486,22 @@ 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);
@ -1424,6 +1521,10 @@ 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;
@ -1509,4 +1610,12 @@ export class PortfolioService {
})
.reduce((previous, current) => previous + current, 0);
}
private getUserCurrency(aUser: UserWithSettings) {
return (
aUser.Settings?.settings.baseCurrency ??
this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency
);
}
}

View File

@ -32,7 +32,7 @@ export class SymbolService {
]);
const { currency, marketPrice } = quotes[dataGatheringItem.symbol] ?? {};
if (dataGatheringItem.dataSource && marketPrice) {
if (dataGatheringItem.dataSource && marketPrice >= 0) {
let historicalData: HistoricalDataItem[] = [];
if (includeHistoricalData > 0) {

View File

@ -1,4 +1,8 @@
import type { DateRange, ViewMode } from '@ghostfolio/common/types';
import type {
ColorScheme,
DateRange,
ViewMode
} from '@ghostfolio/common/types';
import {
IsBoolean,
IsIn,
@ -16,6 +20,10 @@ export class UpdateUserSettingDto {
@IsOptional()
benchmark?: string;
@IsIn(<ColorScheme[]>['DARK', 'LIGHT'])
@IsOptional()
colorScheme?: ColorScheme;
@IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'ytd'])
@IsOptional()
dateRange?: DateRange;

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

@ -12,11 +12,14 @@ export class ConfigurationService {
this.environmentConfiguration = cleanEnv(process.env, {
ACCESS_TOKEN_SALT: str(),
ALPHA_VANTAGE_API_KEY: str({ default: '' }),
BASE_CURRENCY: str({ default: 'USD' }),
BASE_CURRENCY: str({
choices: ['AUD', 'CAD', 'CNY', 'EUR', 'GBP', 'JPY', 'RUB', 'USD'],
default: 'USD'
}),
CACHE_TTL: num({ default: 1 }),
DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
DATA_SOURCES: json({
default: [DataSource.GHOSTFOLIO, DataSource.YAHOO]
default: [DataSource.GHOSTFOLIO, DataSource.MANUAL, DataSource.YAHOO]
}),
ENABLE_FEATURE_BLOG: bool({ default: false }),
ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
@ -38,7 +41,7 @@ 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

@ -4,13 +4,18 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { Injectable, Logger } from '@nestjs/common';
import { DataSource, SymbolProfile } from '@prisma/client';
@Injectable()
export class ManualService implements DataProviderInterface {
public constructor() {}
public constructor(
private readonly prismaService: PrismaService,
private readonly symbolProfileService: SymbolProfileService
) {}
public canHandle(symbol: string) {
return false;
@ -42,10 +47,77 @@ export class ManualService implements DataProviderInterface {
public async getQuotes(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};
if (aSymbols.length <= 0) {
return response;
}
try {
const symbolProfiles =
await this.symbolProfileService.getSymbolProfilesBySymbols(aSymbols);
const marketData = await this.prismaService.marketData.findMany({
distinct: ['symbol'],
orderBy: {
date: 'desc'
},
take: aSymbols.length,
where: {
symbol: {
in: aSymbols
}
}
});
for (const symbolProfile of symbolProfiles) {
response[symbolProfile.symbol] = {
currency: symbolProfile.currency,
dataSource: this.getName(),
marketPrice:
marketData.find((marketDataItem) => {
return marketDataItem.symbol === symbolProfile.symbol;
})?.marketPrice ?? 0,
marketState: 'delayed'
};
}
return response;
} catch (error) {
Logger.error(error, 'ManualService');
}
return {};
}
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
return { items: [] };
const items = await this.prismaService.symbolProfile.findMany({
select: {
currency: true,
dataSource: true,
name: true,
symbol: true
},
where: {
OR: [
{
dataSource: this.getName(),
name: {
mode: 'insensitive',
startsWith: aQuery
}
},
{
dataSource: this.getName(),
symbol: {
mode: 'insensitive',
startsWith: aQuery
}
}
]
}
});
return { items };
}
}

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
) {
@ -437,4 +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

@ -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

@ -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

@ -0,0 +1,23 @@
{
"name": "client-e2e",
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"sourceRoot": "apps/client-e2e/src",
"projectType": "application",
"targets": {
"e2e": {
"executor": "@nrwl/cypress:cypress",
"options": {
"cypressConfig": "apps/client-e2e/cypress.json",
"tsConfig": "apps/client-e2e/tsconfig.e2e.json",
"devServerTarget": "client:serve"
},
"configurations": {
"production": {
"devServerTarget": "client:serve:production"
}
}
}
},
"tags": [],
"implicitDependencies": ["client"]
}

View File

@ -0,0 +1,30 @@
{
"$schema": "../../node_modules/@angular/service-worker/config/schema.json",
"index": "/index.html",
"assetGroups": [
{
"name": "app",
"installMode": "prefetch",
"resources": {
"files": [
"/favicon.ico",
"/index.html",
"/assets/site.webmanifest",
"/*.css",
"/*.js"
]
}
},
{
"name": "assets",
"installMode": "lazy",
"updateMode": "prefetch",
"resources": {
"files": [
"/assets/**",
"/*.(svg|cur|jpg|jpeg|png|apng|webp|avif|gif|otf|ttf|woff|woff2)"
]
}
}
]
}

209
apps/client/project.json Normal file
View File

@ -0,0 +1,209 @@
{
"name": "client",
"$schema": "../../node_modules/nx/schemas/project-schema.json",
"projectType": "application",
"generators": {
"@schematics/angular:component": {
"style": "scss"
}
},
"sourceRoot": "apps/client/src",
"prefix": "gf",
"targets": {
"build": {
"executor": "@angular-devkit/build-angular:browser",
"options": {
"outputPath": "dist/apps/client",
"index": "apps/client/src/index.html",
"main": "apps/client/src/main.ts",
"polyfills": "apps/client/src/polyfills.ts",
"tsConfig": "apps/client/tsconfig.app.json",
"assets": [
{
"glob": "assetlinks.json",
"input": "apps/client/src/assets",
"output": "./../.well-known"
},
{
"glob": "CHANGELOG.md",
"input": "",
"output": "./../assets"
},
{
"glob": "LICENSE",
"input": "",
"output": "./../assets"
},
{
"glob": "robots.txt",
"input": "apps/client/src/assets",
"output": "./../"
},
{
"glob": "sitemap.xml",
"input": "apps/client/src/assets",
"output": "./../"
},
{
"glob": "site.webmanifest",
"input": "apps/client/src/assets",
"output": "./../"
},
{
"glob": "**/*",
"input": "node_modules/ionicons/dist/ionicons",
"output": "./../ionicons"
},
{
"glob": "**/*.js",
"input": "node_modules/ionicons/dist/",
"output": "./../"
},
{
"glob": "**/*",
"input": "apps/client/src/assets",
"output": "./../assets/"
}
],
"styles": ["apps/client/src/styles.scss"],
"scripts": ["node_modules/marked/marked.min.js"],
"vendorChunk": true,
"extractLicenses": false,
"buildOptimizer": false,
"sourceMap": true,
"optimization": false,
"namedChunks": true,
"serviceWorker": true,
"ngswConfigPath": "apps/client/ngsw-config.json"
},
"configurations": {
"development-de": {
"baseHref": "/de/",
"localize": ["de"]
},
"development-en": {
"baseHref": "/en/",
"localize": ["en"]
},
"development-es": {
"baseHref": "/es/",
"localize": ["es"]
},
"development-it": {
"baseHref": "/it/",
"localize": ["it"]
},
"development-nl": {
"baseHref": "/nl/",
"localize": ["nl"]
},
"production": {
"fileReplacements": [
{
"replace": "apps/client/src/environments/environment.ts",
"with": "apps/client/src/environments/environment.prod.ts"
}
],
"optimization": true,
"outputHashing": "all",
"sourceMap": false,
"namedChunks": false,
"extractLicenses": true,
"vendorChunk": false,
"buildOptimizer": true,
"budgets": [
{
"type": "initial",
"maximumWarning": "2mb",
"maximumError": "5mb"
},
{
"type": "anyComponentStyle",
"maximumWarning": "6kb",
"maximumError": "10kb"
}
]
}
},
"outputs": ["{options.outputPath}"],
"defaultConfiguration": ""
},
"serve": {
"executor": "@angular-devkit/build-angular:dev-server",
"options": {
"browserTarget": "client:build",
"proxyConfig": "apps/client/proxy.conf.json"
},
"configurations": {
"development-de": {
"browserTarget": "client:build:development-de"
},
"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"
}
}
},
"extract-i18n": {
"executor": "ng-extract-i18n-merge:ng-extract-i18n-merge",
"options": {
"browserTarget": "client:build",
"includeContext": true,
"outputPath": "src/locales",
"targetFiles": [
"messages.de.xlf",
"messages.es.xlf",
"messages.it.xlf",
"messages.nl.xlf"
]
}
},
"lint": {
"executor": "@nrwl/linter:eslint",
"options": {
"lintFilePatterns": ["apps/client/**/*.ts"]
}
},
"test": {
"executor": "@nrwl/jest:jest",
"options": {
"jestConfig": "apps/client/jest.config.ts",
"passWithNoTests": true
},
"outputs": ["{workspaceRoot}/coverage/apps/client"]
}
},
"i18n": {
"locales": {
"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"
},
"tags": []
}

View File

@ -95,6 +95,20 @@ 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: 'blog/2022/11/black-friday-2022',
loadChildren: () =>
import(
'./pages/blog/2022/11/black-friday-2022/black-friday-2022-page.module'
).then((m) => m.BlackFriday2022PageModule)
},
{
path: 'demo',
loadChildren: () =>
@ -138,48 +152,6 @@ const routes: Routes = [
(m) => m.PortfolioPageModule
)
},
{
path: 'portfolio/activities',
loadChildren: () =>
import('./pages/portfolio/transactions/transactions-page.module').then(
(m) => m.TransactionsPageModule
)
},
{
path: 'portfolio/allocations',
loadChildren: () =>
import('./pages/portfolio/allocations/allocations-page.module').then(
(m) => m.AllocationsPageModule
)
},
{
path: 'portfolio/analysis',
loadChildren: () =>
import('./pages/portfolio/analysis/analysis-page.module').then(
(m) => m.AnalysisPageModule
)
},
{
path: 'portfolio/fire',
loadChildren: () =>
import('./pages/portfolio/fire/fire-page.module').then(
(m) => m.FirePageModule
)
},
{
path: 'portfolio/holdings',
loadChildren: () =>
import('./pages/portfolio/holdings/holdings-page.module').then(
(m) => m.HoldingsPageModule
)
},
{
path: 'portfolio/report',
loadChildren: () =>
import('./pages/portfolio/report/report-page.module').then(
(m) => m.ReportPageModule
)
},
{
path: 'pricing',
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

@ -10,6 +10,7 @@ import {
MatNativeDateModule
} from '@angular/material/core';
import { MatSnackBarModule } from '@angular/material/snack-bar';
import { MatTooltipModule } from '@angular/material/tooltip';
import { BrowserModule } from '@angular/platform-browser';
import { BrowserAnimationsModule } from '@angular/platform-browser/animations';
import { MaterialCssVarsModule } from 'angular-material-css-vars';
@ -26,6 +27,7 @@ import { GfHeaderModule } from './components/header/header.module';
import { authInterceptorProviders } from './core/auth.interceptor';
import { httpResponseInterceptorProviders } from './core/http-response.interceptor';
import { LanguageService } from './core/language.service';
import { ServiceWorkerModule } from '@angular/service-worker';
export function NgxStripeFactory(): string {
return environment.stripePublicKey;
@ -49,8 +51,13 @@ export function NgxStripeFactory(): string {
}),
MatNativeDateModule,
MatSnackBarModule,
MatTooltipModule,
NgxSkeletonLoaderModule,
NgxStripeModule.forRoot(environment.stripePublicKey)
NgxStripeModule.forRoot(environment.stripePublicKey),
ServiceWorkerModule.register('ngsw-worker.js', {
enabled: environment.production,
registrationStrategy: 'registerImmediately'
})
],
providers: [
authInterceptorProviders,

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

@ -1,4 +1,22 @@
<table class="gf-table w-100" mat-table [dataSource]="dataSource">
<table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
<ng-container matColumnDef="status">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
></th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
<div class="d-flex justify-content-center">
<ion-icon *ngIf="element.isExcluded" name="eye-off-outline"></ion-icon>
</div>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Name</th>
<td *matCellDef="let element" class="px-1" mat-cell>
@ -15,11 +33,16 @@
>(Default)</span
>
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell i18n>Total</td>
<td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
</ng-container>
<ng-container matColumnDef="currency">
<th *matHeaderCellDef class="d-none d-lg-table-cell px-1" mat-header-cell>
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Currency</ng-container>
</th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
@ -70,8 +93,9 @@
<ng-container matColumnDef="balance">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1 text-right"
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Cash Balance</ng-container>
</th>
@ -104,8 +128,9 @@
<ng-container matColumnDef="value">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1 text-right"
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>
@ -140,6 +165,7 @@
*matHeaderCellDef
class="d-lg-none d-xl-none px-1 text-right"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>

View File

@ -6,8 +6,10 @@ import {
OnChanges,
OnDestroy,
OnInit,
Output
Output,
ViewChild
} from '@angular/core';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { Router } from '@angular/router';
import { Account as AccountModel } from '@prisma/client';
@ -32,6 +34,8 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
@Output() accountDeleted = new EventEmitter<string>();
@Output() accountToUpdate = new EventEmitter<AccountModel>();
@ViewChild(MatSort) sort: MatSort;
public dataSource: MatTableDataSource<AccountModel> =
new MatTableDataSource();
public displayedColumns = [];
@ -46,6 +50,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
public ngOnChanges() {
this.displayedColumns = [
'status',
'account',
'platform',
'transactions',
@ -63,6 +68,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
if (this.accounts) {
this.dataSource = new MatTableDataSource(this.accounts);
this.dataSource.sort = this.sort;
this.isLoading = false;
}

View File

@ -3,6 +3,7 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatInputModule } from '@angular/material/input';
import { MatMenuModule } from '@angular/material/menu';
import { MatSortModule } from '@angular/material/sort';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
@ -21,6 +22,7 @@ import { AccountsTableComponent } from './accounts-table.component';
MatButtonModule,
MatInputModule,
MatMenuModule,
MatSortModule,
MatTableModule,
NgxSkeletonLoaderModule,
RouterModule

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 without-hint w-100"
>
<mat-select formControlName="status">
<mat-option></mat-option>
<mat-option
@ -12,14 +15,6 @@
>
</mat-select>
</mat-form-field>
<button
class="ml-1"
color="warn"
mat-flat-button
(click)="onDeleteJobs()"
>
<span i18n>Delete Jobs</span>
</button>
</form>
<table class="gf-table w-100">
<thead>
@ -32,7 +27,21 @@
<th class="mat-header-cell px-1 py-2" i18n>Created</th>
<th class="mat-header-cell px-1 py-2" i18n>Finished</th>
<th class="mat-header-cell px-1 py-2" i18n>Status</th>
<th class="mat-header-cell px-1 py-2"></th>
<th class="mat-header-cell px-1 py-2">
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="jobsActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #jobsActionsMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onDeleteJobs()">
<ng-container i18n>Delete Jobs</ng-container>
</button>
</mat-menu>
</th>
</tr>
</thead>
<tbody>
@ -99,12 +108,12 @@
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="accountMenu"
[matMenuTriggerFor]="jobActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #accountMenu="matMenu" xPosition="before">
<mat-menu #jobActionsMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onViewData(job.data)">
<ng-container i18n>View Data</ng-container>
</button>

View File

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

View File

@ -150,6 +150,35 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
.subscribe(() => {});
}
public onGather7Days() {
this.adminService
.gather7Days()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
public onGatherMax() {
this.adminService
.gatherMax()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
public onGatherProfileData() {
this.adminService
.gatherProfileData()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
}
public onGatherProfileDataBySymbol({ dataSource, symbol }: UniqueAsset) {
this.adminService
.gatherProfileDataBySymbol({ dataSource, symbol })

View File

@ -13,10 +13,10 @@
<div class="col">
<table
class="gf-table w-100"
mat-table
matSort
matSortActive="symbol"
matSortDirection="asc"
mat-table
[dataSource]="dataSource"
>
<ng-container matColumnDef="symbol">
@ -101,17 +101,37 @@
</ng-container>
<ng-container matColumnDef="actions">
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="accountMenu"
[matMenuTriggerFor]="assetProfilesActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #accountMenu="matMenu" xPosition="before">
<mat-menu #assetProfilesActionsMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onGather7Days()">
<ng-container i18n>Gather Recent Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherMax()">
<ng-container i18n>Gather All Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherProfileData()">
<ng-container i18n>Gather Profile Data</ng-container>
</button>
</mat-menu>
</th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="assetProfileActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical"></ion-icon>
</button>
<mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
<button
mat-menu-item
(click)="onGatherSymbol({dataSource: element.dataSource, symbol: element.symbol})"

View File

@ -1,6 +1,5 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { MatSlideToggleChange } from '@angular/material/slide-toggle';
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { CacheService } from '@ghostfolio/client/services/cache.service';
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
@ -43,7 +42,6 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor(
private adminService: AdminService,
private cacheService: CacheService,
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
@ -99,7 +97,7 @@ 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 +105,7 @@ 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 +122,7 @@ 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 +135,12 @@ 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() {
@ -162,44 +160,21 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
}
public onGather7Days() {
this.adminService
.gather7Days()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
public onGatherMax() {
this.adminService
.gatherMax()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
setTimeout(() => {
window.location.reload();
}, 300);
});
}
public onGatherProfileData() {
this.adminService
.gatherProfileData()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
}
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 +211,10 @@ 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

@ -5,61 +5,25 @@
<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>
</div>
</div>
<div class="d-flex my-3">
<div class="w-50" i18n>Data Management</div>
<div class="w-50">
<div class="overflow-hidden">
<div class="mb-2">
<button
color="accent"
mat-flat-button
(click)="onGather7Days()"
>
<ion-icon
class="mr-1"
name="cloud-download-outline"
></ion-icon>
<span i18n>Gather Recent Data</span>
</button>
</div>
<div class="mb-2">
<button
color="accent"
mat-flat-button
(click)="onGatherMax()"
>
<ion-icon
class="mr-1"
name="cloud-download-outline"
></ion-icon>
<span i18n>Gather All Data</span>
</button>
</div>
<div>
<button
class="mb-2 mr-2"
color="accent"
mat-flat-button
(click)="onGatherProfileData()"
>
<ion-icon
class="mr-1"
name="cloud-download-outline"
></ion-icon>
<span i18n>Gather Profile Data</span>
</button>
</div>
<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>
@ -108,10 +72,20 @@
</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 +96,7 @@
</button>
</div>
<button
*ngIf="!info.systemMessage"
*ngIf="!info?.systemMessage"
color="accent"
mat-flat-button
(click)="onSetSystemMessage()"
@ -162,8 +136,11 @@
</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 +153,7 @@
</mat-select>
</mat-form-field>
<button
class="mt-1"
color="primary"
mat-flat-button
(click)="onAddCoupon()"

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

@ -1,8 +1,7 @@
<div class="row">
<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>Benchmarks</span>
<sup i18n>Beta</sup>
<span i18n>Performance</span>
<gf-premium-indicator
*ngIf="user?.subscription?.type === 'Basic'"
class="ml-1"
@ -10,13 +9,20 @@
</div>
</div>
<div class="col-md-6 col-xs-12 d-flex justify-content-end">
<mat-form-field appearance="outline" class="w-100" color="accent">
<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"
[disabled]="user?.subscription?.type === 'Basic'"
[value]="benchmark"
(selectionChange)="onChangeBenchmark($event.value)"
>
<mat-option [value]="null"></mat-option>
<mat-option
*ngFor="let symbolProfile of benchmarks"
[value]="symbolProfile.id"
@ -26,14 +32,6 @@
</mat-form-field>
</div>
</div>
<div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
<gf-toggle
[defaultValue]="user?.settings?.dateRange"
[isLoading]="isLoading"
[options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)"
></gf-toggle>
</div>
<div class="chart-container">
<ngx-skeleton-loader
*ngIf="isLoading"

View File

@ -10,7 +10,6 @@ import {
Output,
ViewChild
} from '@angular/core';
import { ToggleComponent } from '@ghostfolio/client/components/toggle/toggle.component';
import {
getTooltipOptions,
getTooltipPositionerMapTop,
@ -24,7 +23,8 @@ import {
parseDate
} from '@ghostfolio/common/helper';
import { LineChartItem, User } from '@ghostfolio/common/interfaces';
import { DateRange } from '@ghostfolio/common/types';
import { ColorScheme } from '@ghostfolio/common/types';
import { SymbolProfile } from '@prisma/client';
import {
Chart,
LineController,
@ -35,7 +35,6 @@ import {
Tooltip
} from 'chart.js';
import annotationPlugin from 'chartjs-plugin-annotation';
import { SymbolProfile } from '@prisma/client';
@Component({
selector: 'gf-benchmark-comparator',
@ -47,6 +46,7 @@ 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;
@ -54,12 +54,10 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
@Input() user: User;
@Output() benchmarkChanged = new EventEmitter<string>();
@Output() dateRangeChanged = new EventEmitter<DateRange>();
@ViewChild('chartCanvas') chartCanvas;
public chart: Chart<any>;
public dateRangeOptions = ToggleComponent.DEFAULT_DATE_RANGE_OPTIONS;
public constructor() {
Chart.register(
@ -86,10 +84,6 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
this.benchmarkChanged.next(symbolProfileId);
}
public onChangeDateRange(dateRange: DateRange) {
this.dateRangeChanged.next(dateRange);
}
public ngOnDestroy() {
this.chart?.destroy();
}
@ -135,7 +129,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
tension: 0
},
point: {
hoverBackgroundColor: getBackgroundColor(),
hoverBackgroundColor: getBackgroundColor(this.colorScheme),
hoverRadius: 2,
radius: 0
}
@ -146,7 +140,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
annotation: {
annotations: {
yAxis: {
borderColor: `rgba(${getTextColor()}, 0.1)`,
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1,
scaleID: 'y',
type: 'line',
@ -159,7 +153,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
},
tooltip: this.getTooltipPluginConfiguration(),
verticalHoverLine: {
color: `rgba(${getTextColor()}, 0.1)`
color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
}
},
responsive: true,
@ -167,9 +161,9 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
x: {
display: true,
grid: {
borderColor: `rgba(${getTextColor()}, 0.1)`,
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1,
color: `rgba(${getTextColor()}, 0.8)`,
color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false
},
type: 'time',
@ -181,8 +175,8 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
y: {
display: true,
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
},
@ -198,7 +192,9 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
}
}
},
plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
plugins: [
getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
],
type: 'line'
});
}
@ -208,6 +204,7 @@ export class BenchmarkComparatorComponent implements OnChanges, OnDestroy {
private getTooltipPluginConfiguration() {
return {
...getTooltipOptions({
colorScheme: this.colorScheme,
locale: this.locale,
unit: '%'
}),

View File

@ -2,7 +2,7 @@ import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatSelectModule } from '@angular/material/select';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
@ -13,7 +13,7 @@ import { BenchmarkComparatorComponent } from './benchmark-comparator.component';
imports: [
CommonModule,
FormsModule,
GfToggleModule,
GfPremiumIndicatorModule,
MatSelectModule,
NgxSkeletonLoaderModule,
ReactiveFormsModule

View File

@ -127,6 +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(

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

@ -76,8 +76,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
!this.hasImpersonationId &&
!this.user.settings.isRestrictedView &&
this.user.settings.viewMode !== 'ZEN';
this.update();
}
public onChangeDateRange(dateRange: DateRange) {
@ -104,36 +102,29 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
}
private update() {
this.historicalDataItems = null;
this.isLoadingPerformance = true;
this.dataService
.fetchChart({
range: this.user?.settings?.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.user?.settings?.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

@ -15,16 +15,17 @@
<gf-line-chart
class="position-absolute"
symbol="Performance"
[currency]="user?.settings?.isExperimentalFeatures ? undefined : user?.settings?.baseCurrency"
[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 ? '%' : undefined"
></gf-line-chart>
</div>
</div>

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) => {
@ -50,8 +72,6 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
.subscribe((aId) => {
this.hasImpersonationId = !!aId;
});
this.update();
}
public onChangeEmergencyFund(emergencyFund: number) {
@ -81,12 +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 +37,8 @@ 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';
import { last } from 'lodash';
@Component({
selector: 'gf-investment-chart',
@ -44,20 +47,23 @@ 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() isLoading = false;
@Input() locale: string;
@Input() range: DateRange = 'max';
@Input() savingsRate = 0;
@ViewChild('chartCanvas') chartCanvas;
public chart: Chart;
public isLoading = true;
private data: InvestmentItem[];
public chart: Chart<any>;
private investments: InvestmentItem[];
private values: LineChartItem[];
public constructor() {
Chart.register(
@ -77,7 +83,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
public ngOnChanges() {
if (this.investments) {
if (this.benchmarkDataItems && this.historicalDataItems) {
this.initialize();
}
}
@ -87,49 +93,89 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
private initialize() {
this.isLoading = true;
// Create a clone
this.data = this.investments.map((a) => Object.assign({}, a));
this.investments = this.benchmarkDataItems.map((item) =>
Object.assign({}, item)
);
this.values = this.historicalDataItems.map((item) =>
Object.assign({}, item)
);
if (!this.groupBy && this.data?.length > 0) {
// Extend chart by 5% of days in market (before)
const firstItem = this.data[0];
this.data.unshift({
...firstItem,
date: subDays(
parseISO(firstItem.date),
this.daysInMarket * 0.05 || 90
).toISOString(),
investment: 0
});
if (!this.groupBy && this.investments?.length > 0) {
let date: string;
if (this.range === 'max') {
// Extend chart by 5% of days in market (before)
date = format(
subDays(
parseISO(this.investments[0].date),
this.daysInMarket * 0.05 || 90
),
DATE_FORMAT
);
this.investments.unshift({
date,
investment: 0
});
this.values.unshift({
date,
value: 0
});
}
// Extend chart by 5% of days in market (after)
const lastItem = this.data[this.data.length - 1];
this.data.push({
...lastItem,
date: addDays(
parseDate(lastItem.date),
date = format(
addDays(
parseDate(last(this.investments).date),
this.daysInMarket * 0.05 || 90
).toISOString()
),
DATE_FORMAT
);
this.investments.push({
date,
investment: last(this.investments).investment
});
this.values.push({ date, value: last(this.values).value });
}
const data = {
labels: this.data.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}, ${primaryColorRgb.b})`,
borderWidth: this.groupBy ? 0 : 2,
data: this.data.map((position) => {
return this.isInPercent
? position.investment * 100
: position.investment;
backgroundColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
borderWidth: this.groupBy ? 0 : 1,
data: this.investments.map(({ date, investment }) => {
return {
x: parseDate(date),
y: this.isInPercent ? investment * 100 : investment
};
}),
label: $localize`Deposit`,
segment: {
borderColor: (context: unknown) =>
this.isInFuture(
context,
`rgba(${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.values.map(({ date, value }) => {
return {
x: parseDate(date),
y: this.isInPercent ? value * 100 : value
};
}),
fill: false,
label: $localize`Total Amount`,
pointRadius: 0,
segment: {
borderColor: (context: unknown) =>
this.isInFuture(
@ -137,8 +183,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
`rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.67)`
),
borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
},
stepped: true
}
}
]
};
@ -160,7 +205,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
tension: 0
},
point: {
hoverBackgroundColor: getBackgroundColor(),
hoverBackgroundColor: getBackgroundColor(this.colorScheme),
hoverRadius: 2,
radius: 0
}
@ -172,13 +217,13 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
annotations: {
savingsRate: this.savingsRate
? {
borderColor: `rgba(${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: $localize`Savings Rate`,
display: true,
font: { size: '10px', weight: 'normal' },
padding: {
@ -193,7 +238,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
: undefined,
yAxis: {
borderColor: `rgba(${getTextColor()}, 0.1)`,
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: 1,
scaleID: 'y',
type: 'line',
@ -206,7 +251,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
},
tooltip: this.getTooltipPluginConfiguration(),
verticalHoverLine: {
color: `rgba(${getTextColor()}, 0.1)`
color: `rgba(${getTextColor(this.colorScheme)}, 0.1)`
}
},
responsive: true,
@ -214,9 +259,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
x: {
display: true,
grid: {
borderColor: `rgba(${getTextColor()}, 0.1)`,
borderColor: `rgba(${getTextColor(this.colorScheme)}, 0.1)`,
borderWidth: this.groupBy ? 0 : 1,
color: `rgba(${getTextColor()}, 0.8)`,
color: `rgba(${getTextColor(this.colorScheme)}, 0.8)`,
display: false
},
type: 'time',
@ -228,8 +273,8 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
y: {
display: !this.isInPercent,
grid: {
borderColor: `rgba(${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
},
@ -245,18 +290,19 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
}
}
},
plugins: [getVerticalHoverLinePlugin(this.chartCanvas)],
plugins: [
getVerticalHoverLinePlugin(this.chartCanvas, this.colorScheme)
],
type: this.groupBy ? 'bar' : 'line'
});
}
}
this.isLoading = false;
}
private getTooltipPluginConfiguration() {
return {
...getTooltipOptions({
colorScheme: this.colorScheme,
currency: this.isInPercent ? undefined : this.currency,
locale: this.isInPercent ? undefined : this.locale,
unit: this.isInPercent ? '%' : undefined

View File

@ -22,9 +22,6 @@
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Sell</div>
<div class="d-flex justify-content-end">
<span *ngIf="summary?.totalSell || summary?.totalSell === 0" class="mr-1"
>-</span
>
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
@ -172,6 +169,17 @@
></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

@ -14,6 +14,7 @@ import {
LineChartItem
} from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { translate } from '@ghostfolio/ui/i18n';
import { Tag } from '@prisma/client';
import { format, isSameMonth, isToday, parseISO } from 'date-fns';
import { Subject } from 'rxjs';
@ -29,6 +30,8 @@ import { PositionDetailDialogParams } from './interfaces/interfaces';
styleUrls: ['./position-detail-dialog.component.scss']
})
export class PositionDetailDialog implements OnDestroy, OnInit {
public assetClass: string;
public assetSubClass: string;
public averagePrice: number;
public benchmarkDataItems: LineChartItem[];
public countries: {
@ -126,6 +129,14 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
this.transactionCount = transactionCount;
this.value = value;
if (SymbolProfile?.assetClass) {
this.assetClass = translate(SymbolProfile?.assetClass);
}
if (SymbolProfile?.assetSubClass) {
this.assetSubClass = translate(SymbolProfile?.assetSubClass);
}
if (SymbolProfile?.countries?.length > 0) {
for (const country of SymbolProfile.countries) {
this.countries[country.code] = {

View File

@ -20,11 +20,13 @@
</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"
@ -137,11 +139,7 @@
>
</div>
<div class="col-6 mb-3">
<gf-value
i18n
size="medium"
[hidden]="!SymbolProfile?.assetClass"
[value]="SymbolProfile?.assetClass"
<gf-value i18n size="medium" [hidden]="!assetClass" [value]="assetClass"
>Asset Class</gf-value
>
</div>
@ -149,8 +147,8 @@
<gf-value
i18n
size="medium"
[hidden]="!SymbolProfile?.assetSubClass"
[value]="SymbolProfile?.assetSubClass"
[hidden]="!assetSubClass"
[value]="assetSubClass"
>Asset Sub Class</gf-value
>
</div>
@ -187,6 +185,7 @@
<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 +197,7 @@
<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"
@ -209,7 +209,7 @@
</ng-container>
</div>
<div *ngIf="orders?.length > 0" class="row">
<div class="row" [ngClass]="{ 'd-none': !orders?.length }">
<div class="col mb-3">
<div class="h5 mb-0" i18n>Activities</div>
<gf-activities-table
@ -217,7 +217,7 @@
[baseCurrency]="data.baseCurrency"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
[hasPermissionToExportActivities]="!hasImpersonationId"
[hasPermissionToExportActivities]="true"
[hasPermissionToFilter]="false"
[hasPermissionToImportActivities]="false"
[hasPermissionToOpenDetails]="false"

View File

@ -10,7 +10,7 @@
></gf-no-transactions-info-indicator>
</mat-card>
<gf-rule *ngIf="rules === undefined" [isLoading]="true"></gf-rule>
<gf-rule *ngIf="rules?.length === 0" [isLoading]="true"></gf-rule>
<ng-container *ngIf="rules !== null && rules !== undefined">
<gf-rule *ngFor="let rule of rules" [rule]="rule"></gf-rule>
</ng-container>

View File

@ -9,7 +9,7 @@ import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
})
export class RulesComponent {
@Input() hasPermissionToCreateOrder: boolean;
@Input() rules: PortfolioReportRule;
@Input() rules: PortfolioReportRule[];
public constructor() {}
}

View File

@ -21,4 +21,4 @@ import { RulesComponent } from './rules.component';
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class RulesModule {}
export class GfRulesModule {}

View File

@ -5,6 +5,7 @@ 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 { EMPTY } from 'rxjs';
@ -30,6 +31,7 @@ export class AuthGuard implements CanActivate {
];
constructor(
private dataService: DataService,
private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService
@ -74,8 +76,17 @@ export class AuthGuard implements CanActivate {
const userLanguage = user?.settings?.language;
if (userLanguage && document.documentElement.lang !== userLanguage) {
window.location.href = `../${userLanguage}`;
resolve(false);
this.dataService
.putUserSetting({ language: document.documentElement.lang })
.subscribe(() => {
this.userService.remove();
setTimeout(() => {
window.location.reload();
}, 300);
});
resolve(true);
return;
} else if (
state.url.startsWith('/home') &&

View File

@ -96,6 +96,20 @@
title="Ghostfolio is an independent & bootstrapped business"
></div>
</div>
<div
*ngIf="!hasPermissionForSubscription"
class="d-flex justify-content-center"
>
<a
href="https://www.buymeacoffee.com/ghostfolio"
target="_blank"
title="Support Ghostfolio"
><img
class="mb-2"
src="../assets/images/button-buy-me-a-coffee.png"
width="180"
/></a>
</div>
</div>
</div>
</div>
@ -177,7 +191,7 @@
<a
class="py-2 w-100"
color="primary"
mat-stroked-button
mat-flat-button
[routerLink]="['/faq']"
>FAQ</a
>
@ -189,7 +203,7 @@
<a
class="py-2 w-100"
color="primary"
mat-stroked-button
mat-flat-button
[routerLink]="['/about', 'changelog']"
>Changelog & License</a
>
@ -198,7 +212,7 @@
<a
class="py-2 w-100"
color="primary"
mat-stroked-button
mat-flat-button
[routerLink]="['/about', 'privacy-policy']"
>Privacy Policy</a
>

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>;
@ -302,6 +303,24 @@ export class AccountPageComponent implements OnDestroy, OnInit {
}
}
public onViewModeChange(aEvent: MatSlideToggleChange) {
this.dataService
.putUserSetting({ viewMode: aEvent.checked === true ? 'ZEN' : 'DEFAULT' })
.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() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();

View File

@ -94,7 +94,10 @@
<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"
@ -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"
@ -157,26 +169,43 @@
</div>
<div class="d-flex">
<div class="align-items-center d-flex pr-1 pt-1 w-50">
<ng-container i18n>View Mode</ng-container>
<ng-container i18n>Appearance</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-select
name="viewMode"
[disabled]="!hasPermissionToUpdateViewMode"
[value]="user.settings.viewMode"
(selectionChange)="onChangeUserSetting('viewMode', $event.value)"
>
<mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option>
</mat-select>
</mat-form-field>
</div>
<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', $event.value)"
>
<mat-option i18n [value]="null">Auto</mat-option>
<mat-option i18n value="LIGHT">Light</mat-option>
<mat-option i18n value="DARK">Dark</mat-option>
</mat-select>
</mat-form-field>
</div>
</div>
</form>
</div>
<div class="d-flex mt-4 py-1">
<div class="align-items-center d-flex pr-1 pt-1 w-50">
<ng-container i18n>Zen Mode</ng-container>
</div>
<div class="pl-1 w-50">
<mat-slide-toggle
color="primary"
[checked]="user.settings.viewMode === 'ZEN'"
[disabled]="!hasPermissionToUpdateViewMode"
(change)="onViewModeChange($event)"
></mat-slide-toggle>
</div>
</div>
<div class="align-items-center d-flex mt-4 py-1">
<div class="pr-1 w-50" i18n>Sign in with fingerprint</div>
<div class="pl-1 w-50">
@ -228,8 +257,8 @@
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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@ -0,0 +1,178 @@
<div class="blog container">
<div class="row">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1">Hacktoberfest 2022</h1>
<div class="mb-3 text-muted"><small>2022-10-01</small></div>
<img
alt="Hacktoberfest 2022 with Ghostfolio Teaser"
class="rounded w-100"
src="../assets/images/blog/hacktoberfest-2022.png"
title="Hacktoberfest 2022 with Ghostfolio"
/>
</div>
<section class="mb-4">
<p>
We are very excited to join
<a href="https://hacktoberfest.com">Hacktoberfest</a> for the first
time with <a href="https://ghostfol.io">Ghostfolio</a> and meet new
and ambitious open-source contributors. Hacktoberfest is a
month-long celebration of open-source projects, their maintainers,
and the entire community of contributors. Each October, open source
maintainers from all over the world give extra attention to new
contributors while guiding them through their first pull requests on
<a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
</p>
</section>
<section class="mb-4">
<h2 class="h4">About Ghostfolio</h2>
<p>
Ghostfolio is a modern web application to manage your personal
finance. The software presents the current assets in real time and
supports the decision making of future investments. Whether
rebalancing the asset classes (stocks, ETFs, cryptocurrencies, etc.)
of your portfolio or financing an apartment, Ghostfolio offers
solid, data-driven decision support.
</p>
<p>
Ghostfolio is written in
<a href="https://www.typescriptlang.org">TypeScript</a> and
organized as an <a href="https://nx.dev">Nx</a> workspace. The
backend is based on <a href="https://nestjs.com">NestJS</a> using
<a href="https://www.postgresql.org">PostgreSQL</a> as a database
together with <a href="https://www.prisma.io">Prisma</a> and
<a href="https://redis.io">Redis</a> for caching. The frontend is
built with <a href="https://angular.io">Angular</a>.
</p>
</section>
<section class="mb-4">
<h2 class="h4">How to contribute?</h2>
<p>
Every contribution matters. This can be implementing new features,
fixing bugs, refactoring the code, improving the documentation,
adding more unit tests, or translating into another language.
</p>
<p>
Are you not yet familiar with our code base? That is not a problem.
We have applied the label <code>hacktoberfest</code> to a few
<a
href="https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3Ahacktoberfest"
>issues</a
>
and
<a
href="https://github.com/ghostfolio/ghostfolio/discussions?discussions_q=label%3Ahacktoberfest"
>ideas</a
>
that are well suited for newcomers.
</p>
<p>
The official Hacktoberfest website provides some valuable
<a
href="https://hacktoberfest.com/participation/#beginner-resources"
>resources for beginners</a
>
to start contributing in open source.
</p>
</section>
<section class="mb-4">
<h2 class="h4">Get support</h2>
<p>
If you have further questions or ideas, please join our growing
<a href="https://ghostfolio.slack.com">Slack community</a> or get in
touch on Twitter
<a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> or by
email via <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a>.
</p>
<p>
We look forward to hearing from you.<br />
Thomas from Ghostfolio
</p>
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="list-inline-item">
<span class="badge badge-light">Angular</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Community</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrency</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETF</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">GitHub</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Hacktoberfest</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">NestJS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Nx</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">October</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">OSS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Personal Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio Tracker</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Prisma</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">TypeScript</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Web3</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Web 3.0</span>
</li>
</ul>
</section>
</article>
</div>
</div>
</div>

View File

@ -0,0 +1,13 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { RouterModule } from '@angular/router';
import { Hacktoberfest2022RoutingModule } from './hacktoberfest-2022-page-routing.module';
import { Hacktoberfest2022PageComponent } from './hacktoberfest-2022-page.component';
@NgModule({
declarations: [Hacktoberfest2022PageComponent],
imports: [CommonModule, Hacktoberfest2022RoutingModule, RouterModule],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class Hacktoberfest2022PageModule {}

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@ -0,0 +1,3 @@
:host {
display: block;
}

View File

@ -2,14 +2,14 @@ import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { ReportPageComponent } from './report-page.component';
import { BlackFriday2022PageComponent } from './black-friday-2022-page.component';
const routes: Routes = [
{
canActivate: [AuthGuard],
component: ReportPageComponent,
component: BlackFriday2022PageComponent,
path: '',
title: 'X-ray'
title: 'Black Friday 2022'
}
];
@ -17,4 +17,4 @@ const routes: Routes = [
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class ReportPageRoutingModule {}
export class BlackFriday2022RoutingModule {}

View File

@ -0,0 +1,21 @@
import { Component } from '@angular/core';
import { DataService } from '@ghostfolio/client/services/data.service';
@Component({
host: { class: 'page' },
selector: 'gf-black-friday-2022-page',
styleUrls: ['./black-friday-2022-page.scss'],
templateUrl: './black-friday-2022-page.html'
})
export class BlackFriday2022PageComponent {
public discount: number;
public constructor(private dataService: DataService) {
const { subscriptions } = this.dataService.fetchInfo();
const coupon = subscriptions?.[0]?.coupon ?? 0;
const price = subscriptions?.[0]?.price ?? 1;
this.discount = Math.floor((coupon / price) * 100) / 100;
}
}

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@ -0,0 +1,138 @@
<div class="blog container">
<div class="row">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1">Black Friday 2022</h1>
<div class="mb-3 text-muted"><small>2022-11-13</small></div>
<img
alt="Black Friday 2022 Teaser"
class="rounded w-100"
src="../assets/images/blog/black-friday-2022.jpg"
title="Black Friday 2022"
/>
</div>
<section class="mb-4">
<p>
Get {{ discount | percent }} off on our
<strong>Ghostfolio Premium</strong>
<gf-premium-indicator
class="d-inline-block ml-1"
[enableLink]="false"
></gf-premium-indicator>
annual plan for ambitious investors who need the full picture of
their financial assets.
</p>
</section>
<section class="mb-4">
<p>
<a
href="https://ghostfol.io"
title="Open Source Wealth Management Software"
>Ghostfolio</a
>
is a modern web application to manage your personal finance. The
software presents the current assets (stocks, ETFs,
cryptocurrencies, commodities etc.) in real time to make solid,
data-driven investment decisions. Check out the numerous
<a [routerLink]="['/features']">features</a> to manage your wealth.
</p>
</section>
<section class="mb-4">
<p>
Snap the limited Black Friday 2022 deal before its gone. For
detailed information on plans and pricing, please visit our
<a [routerLink]="['/pricing']">pricing page</a>.
</p>
<p class="text-center">
<a color="primary" mat-flat-button [routerLink]="['/pricing']"
>Get the Deal</a
>
</p>
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="list-inline-item">
<span class="badge badge-light">2022</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Black Friday</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cloud</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrency</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Deal</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETF</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio Premium</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Hosting</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">OSS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Personal Finance</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio Tracker</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Pricing</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">SaaS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Subscription</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Web3</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Web 3.0</span>
</li>
</ul>
</section>
</article>
</div>
</div>
</div>

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@ -0,0 +1,21 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { RouterModule } from '@angular/router';
import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
import { BlackFriday2022RoutingModule } from './black-friday-2022-page-routing.module';
import { BlackFriday2022PageComponent } from './black-friday-2022-page.component';
@NgModule({
declarations: [BlackFriday2022PageComponent],
imports: [
BlackFriday2022RoutingModule,
CommonModule,
GfPremiumIndicatorModule,
MatButtonModule,
RouterModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class BlackFriday2022PageModule {}

View File

@ -0,0 +1,3 @@
:host {
display: block;
}

View File

@ -1,4 +1,6 @@
import { Component, OnDestroy } from '@angular/core';
import { DataService } from '@ghostfolio/client/services/data.service';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Subject } from 'rxjs';
@Component({
@ -8,9 +10,18 @@ import { Subject } from 'rxjs';
templateUrl: './blog-page.html'
})
export class BlogPageComponent implements OnDestroy {
public hasPermissionForSubscription: boolean;
private unsubscribeSubject = new Subject<void>();
public constructor() {}
public constructor(private dataService: DataService) {
const info = this.dataService.fetchInfo();
this.hasPermissionForSubscription = hasPermission(
info?.globalPermissions,
permissions.enableSubscription
);
}
public ngOnDestroy() {
this.unsubscribeSubject.next();

View File

@ -2,6 +2,54 @@
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Blog</h3>
<mat-card *ngIf="hasPermissionForSubscription" class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
href="../en/blog/2022/11/black-friday-2022"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Black Friday 2022</div>
<div class="d-flex text-muted">2022-11-13</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
href="../en/blog/2022/10/hacktoberfest-2022"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Hacktoberfest 2022</div>
<div class="d-flex text-muted">2022-10-01</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
<mat-card class="mb-3">
<mat-card-content>
<div class="container p-0">

View File

@ -192,6 +192,17 @@
</div>
</mat-card>
</div>
<div class="col-xs-12 col-md-4 mb-3">
<mat-card class="d-flex flex-column h-100">
<div class="flex-grow-1">
<h4>Multi-Language</h4>
<p class="m-0">
Use Ghostfolio in multiple languages: English, Dutch, German,
Italian and Spanish are currently supported.
</p>
</div>
</mat-card>
</div>
<div class="col-xs-12 col-md-4 mb-3">
<mat-card class="d-flex flex-column h-100">
<div class="flex-grow-1">

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