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364 Commits

Author SHA1 Message Date
c511ec7e33 Release 2.4.0 (#2356) 2023-09-19 20:38:50 +02:00
b12349a148 Feature/add support for interest on account level (#2354)
* Add support for interest

* Update changelog
2023-09-19 20:37:04 +02:00
f7e3a4c727 Update OSS Friends (#2352) 2023-09-19 20:27:14 +02:00
5f276469b7 Feature/upgrade prisma to version 5.3.1 (#2355)
* Upgrade prisma to version 5.3.1

* Update changelog
2023-09-19 19:37:33 +02:00
69e1d92ed3 Feature/unlock experimental features setting for all users (#2351)
* Unlock experimental features setting for all users

* Update changelog
2023-09-19 18:41:12 +02:00
ef2849aa6c Remove this (#2341) 2023-09-19 10:28:07 +02:00
c668d7b456 Feature/improve preselected currency in create or update activity dialog (#2349)
* Preselect currency based on account's currency

* Update changelog
2023-09-18 19:45:02 +02:00
e23bf62859 Fix Memory Leak on Data Gathering when server TZ is behind UTC (#2332)
* Fix for timezones behind UTC (the previous code converted the date to one day before (in local time) then added a day, which resulted in the same day after converting back to UTC and thus generating an infinite loop)

* Update changelog

---------

Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-09-17 22:19:06 +02:00
54c5746d21 Release 2.3.0 (#2348) 2023-09-17 18:23:28 +02:00
7130ac7565 Feature/add support for fees on account level (#1954)
* Add migration

* Add business logic for fees

* Fix export for liabilities

* Update changelog
2023-09-17 18:20:54 +02:00
1851ae137f Release 2.2.0 (#2346) 2023-09-17 07:17:20 +02:00
6f6ff94979 Improve sidebar (#2343)
* Improve sidebar

* Improve style of system message

* Update changelog
2023-09-17 07:08:26 +02:00
7f25066f0f Remove ALPHA_VANTAGE_API_KEY (#2345) 2023-09-17 06:54:38 +02:00
fc795aaa8c Update postgres to version 15 in docker-compose files (#1596)
* Update postgres to version 15 in docker-compose files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-09-17 06:52:41 +02:00
d0112968e8 Feature/introduce sidebar navigation on desktop (#2340)
* Introduce sidebar navigation on desktop

* Update changelog
2023-09-16 14:40:05 +02:00
522025ffa0 Fix entry (#2339) 2023-09-16 14:37:08 +02:00
27bf662281 Release 2.1.0 (#2338) 2023-09-15 19:48:09 +02:00
93c27277c6 Extend sitemap with Italian pages (#2337) 2023-09-15 19:46:32 +02:00
5e6adfcef5 Feature/improve language localization for german 20230915 (#2336)
* Improve language localization

* Update changelog
2023-09-15 19:38:15 +02:00
ab691bb27a Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional

* Update changelog
2023-09-15 19:11:20 +02:00
8fc5676443 Feature/improve timeout of data source requests (#2330)
* Improve timeout

* Update changelog
2023-09-15 16:25:01 +02:00
1fe1e2fe0c Feature/improve read only mode (#2322)
* Improve read-only mode

* Update changelog
2023-09-15 16:22:39 +02:00
921d38a706 Feature/harmonize style of granted access user interface (#2326)
* Harmonize style

* Update changelog
2023-09-15 16:21:14 +02:00
6161d5e77c Feature/improve logger output of info service (#2331)
* Improve context of logger output

* Update changelog
2023-09-15 08:26:08 +02:00
369386f976 Add drop file functionality on import (#2323)
* Add drop file functionality on import

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-09-14 21:12:48 +02:00
41437636b1 Update messages.it.xlf (#2325)
* Update messages.it.xlf

* Update changelog
2023-09-14 19:48:47 +02:00
b21884eb66 Feature/harmonize logger output (#2321)
* Harmonize logger output

* Update changelog
2023-09-13 08:39:37 +02:00
1c5437e1fd Extend sitemap.xml with dutch pages (#2318) 2023-09-13 08:39:09 +02:00
58278ba5e6 Bugfix/fix dutch localization of portfolio summary (#2315)
* Revert reserved keyword (plural)

* Update changelog
2023-09-11 12:04:09 +02:00
921f3e9807 Update dutch translation (#2314)
* Update dutch translation

* Update changelog
2023-09-11 11:42:36 +02:00
75ca125a70 Add home server systems (#2311) 2023-09-10 08:01:01 +02:00
a1fd4e7a38 Improve wording (#2312) 2023-09-10 08:00:07 +02:00
0d5a8eb33e Add Ghostfolio 2.0 (#2309) 2023-09-09 09:10:36 +02:00
b088df2fa3 Release 2.0.0 (#2310) 2023-09-09 08:29:18 +02:00
f45d8f616a Bugfix/fix blog post ghostfolio 2 (#2307)
* Fix month

* Update sitemap.xml

* Update locales
2023-09-08 21:36:01 +02:00
d8300502ce Feature/upgrade yahoo finance2 to version 2.5.0 (#2306)
* Upgrade yahoo-finance2 to version 2.5.0

* Update changelog
2023-09-08 21:22:57 +02:00
502d51ad29 Feature/add blog post ghostfolio 2 (#2269)
* Add blog post: Ghostfolio 2.0

* Update changelog
2023-09-08 20:45:31 +02:00
bc33e5f147 Feature/remove deprecated environment variable base currency (#2255)
* Remove the deprecated environment variable BASE_CURRENCY

* Update changelog
2023-09-08 20:43:23 +02:00
48ba8f936b Feature/deactivate internet identity for account registration (#2293)
* Deactivate Internet Identity

* Update changelog
2023-09-08 20:23:22 +02:00
05ec4cce05 Add Portuguese landing page (#2301) 2023-09-08 17:06:58 +02:00
d74f283707 Eliminate prisma service (#2286)
* Eliminate prisma service
2023-09-08 17:05:42 +02:00
0f8bc7db32 Bugfix/do not remove countries and sectors in yahoo finance data enhancer (#2297)
* Do not remove countries and sectors

* Update changelog
2023-09-08 15:07:17 +02:00
431500f28a Update docker compose files to version 3.9 (#2299)
* Update docker compose files to version 3.9

* Format yml files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-09-07 20:44:52 +02:00
9672de174e Feature/improve language localization for german 20230903 (#2294)
* Update locales

* Update changelog
2023-09-07 19:20:30 +02:00
c6aa06b933 Feature/improve import validation (#2305)
* Improve import validation

* Update changelog

Co-authored-by: httpiga <36515569+httpiga@users.noreply.github.com>
2023-09-07 18:28:47 +02:00
1f46a6b6f3 Clean up (#2291) 2023-09-05 19:44:45 +02:00
1bed940bc0 Feature/refresh cryptocurrencies list 20230903 (#2290)
* Refresh cryptocurrencies list

* Add CyberConnect

* Update changelog
2023-09-04 09:07:06 +02:00
f9eb3cc3c5 Release 1.305.0 (#2289) 2023-09-03 08:16:02 +02:00
2519c3ffb0 Bugfix/fix alignment in menu of impersonation mode (#2284)
* Fix alignment

* Update changelog
2023-09-02 17:57:50 +02:00
91013d1d10 Bugfix/fix alignment in header navigation (#2285)
* Fix alignment

* Update changelog
2023-09-02 17:13:13 +02:00
6deefb9c43 Update OSS Friends (#2282) 2023-09-02 11:52:29 +02:00
d0744e07df Feature/upgrade replace in file to version 7.0.1 (#2277)
* Upgrade replace-in-file to version 7.0.1

* Update changelog
2023-09-02 08:58:25 +02:00
93e1ee3ba7 Feature/improve localization of personal finance tools (#2274)
* Improve localization

* Update changelog
2023-09-02 08:58:10 +02:00
dceaa55a6c Feature/add hacker news logo to landing page (#2281)
* Add Hacker News

* Update changelog
2023-09-02 08:39:32 +02:00
8b4d55925d Feature/upgrade yahoo finance2 to version 2.4.4 (#2276)
* Upgrade yahoo-finance2 to version 2.4.4

* Update changelog
2023-09-02 08:36:46 +02:00
754b49e50f Feature/shorten page titles (#2273)
* Shorten page titles

* Update changelog
2023-08-31 18:22:22 +02:00
6ccbda8169 Feature/upgrade prisma to version 5.2.0 (#2217)
* Upgrade prisma to version 5.2.0

* Update changelog
2023-08-29 13:44:53 +02:00
b0fb986208 Release 1.304.0 (#2272) 2023-08-27 11:19:14 +02:00
0b59fc639d Feature/upgrade prettier to version 3 (#2163)
* Upgrade prettier to version 3.0.2

* Prettify code

* Update changelog
2023-08-27 11:13:11 +02:00
7ddd6f27b5 Feature/upgrade nx to version 16.7.4 (#2271)
* Upgrade Nx to version 16.7.4

* Update changelog
2023-08-27 10:44:06 +02:00
c5d56f4b47 Fix border (#2268) 2023-08-27 10:20:36 +02:00
2f2b712999 Fix breadcrumb (#2267) 2023-08-27 10:20:21 +02:00
c2fd31f5e5 Feature/add health check endpoints for data enhancers (#2265)
* Add health check for data enhancers

* Update changelog
2023-08-27 10:19:53 +02:00
f2d70f9070 Sort imports (#2266) 2023-08-26 11:22:19 +02:00
f41dd9cd8e Fix lint script (#2264) 2023-08-25 15:13:04 +02:00
7d238b4935 Release 1.303.0 (#2261) 2023-08-23 18:52:59 +02:00
da6591fca0 Bugfix/fix base url in trackinsight data enhancer (#2258)
* Fix base url

* Update changelog
2023-08-23 18:51:02 +02:00
1f9b9e9998 Feature/blog post ghostfolio joins oss friends (#2260)
* Add blog post: Ghostfolio joins OSS Friends

* Update changelog
2023-08-23 18:49:53 +02:00
49c4ea306d Feature/improve oss friends page (#2257)
* Improve OSS Friends page

* Update changelog
2023-08-22 09:02:39 +02:00
ccb5c664ef Feature/refresh cryptocurrencies list 20230821 (#2256)
* Update cryptocurrencies.json

* Update changelog
2023-08-21 20:20:59 +02:00
97e165ff69 Improve localization (#2254) 2023-08-21 18:05:08 +02:00
45aefb6a45 Reorder charts (#2253) 2023-08-21 18:04:49 +02:00
2435535975 Release 1.302.0 (#2252) 2023-08-20 10:35:13 +02:00
bd3d43bf05 Feature/upgrade nx to version 16.7.2 (#2251)
* Upgrade Nx and Angular dependencies

* Update changelog
2023-08-20 10:32:52 +02:00
02dc7c52b1 Localize routes (#2250)
* Localize about path

* Localize faq path

* Localize features path

* Localize markets path

* Localize pricing path

* Localize register path

* Localize resources path

* Extend sitemap
2023-08-20 10:01:40 +02:00
ff59fd4196 Feature/improve language localization for german 20230819 (#2249)
* Improve language localization

* Update changelog
2023-08-19 19:49:40 +02:00
4955555ddd Release 1.301.1 (#2247) 2023-08-19 08:49:31 +02:00
a98c788a26 Release 1.301.0 (#2246) 2023-08-18 20:46:58 +02:00
9c16af81c7 Feature/setup oss friends page (#2245)
* Setup OSS Friends page

* Update changelog
2023-08-18 20:45:10 +02:00
2df27100f0 Add middleware (#2239)
* Add middleware

* Update changelog
2023-08-18 20:27:19 +02:00
6cf6538719 Feature/add currencies preset to historical market data table (#2243)
* Add currencies preset

* Update locales

* Update changelog
2023-08-18 19:33:00 +02:00
0fd3db3228 Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
18835149e2 Add repository (#2189) 2023-08-16 20:32:54 +02:00
6c9779fb0d Bugfix/change date creation from string using parse iso (#2236)
* Change date creation using parseISO

parseISO provides consistent date parsing across different time zones

* Update changelog
2023-08-15 19:24:31 +02:00
3e98f097ef Refactor account page to user account page (#2235)
* Refactor account page to user account page
2023-08-13 09:24:54 +02:00
183ac8fa2b Feature/add data export to user account page (#2234)
* Add data export

* Update changelog
2023-08-12 21:51:35 +02:00
9036f53e7d Reset benchmark in user settings (#2233) 2023-08-12 21:50:01 +02:00
f7c04e469a Release 1.300.0 (#2232) 2023-08-11 20:24:23 +02:00
b5f01c0d15 Feature/migrate requests from bent to got (#2231)
* Migrate requests from bent to got

* Update changelog
2023-08-11 20:20:35 +02:00
5a23cd34ad Replace variables (#2229) 2023-08-11 18:29:39 +02:00
6e87f34c6f Feature/add more durations in coupon system (#2228)
* Add 90 and 180 days

* Update changelog
2023-08-10 20:49:06 +02:00
6618aa2e9b Release 1.299.1 (#2227) 2023-08-10 07:58:34 +02:00
0d25a96f7e Release 1.299.0 (#2225) 2023-08-09 20:59:52 +02:00
4f6d9d3a76 Feature/add timeout to eod historical data requests (#2222)
* Add timeout to requests using got

* Update changelog
2023-08-09 20:58:00 +02:00
928f6f0c45 Bugfix/fix historical data gathering interval for benchmarks with activity (#2221)
* Fix historical data gathering interval for asset profiles used as benchmarks having activities

* Update changelog
2023-08-09 20:43:03 +02:00
09e95ddcee Bugfix/fix editing of emergency fund (#2220)
* Fix editing of emergency fund

* Update changelog
2023-08-09 19:41:42 +02:00
2d003225bc Allow custom currency in activity import (#2215)
* Allow custom currency in activity import

* Extend import test files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-08-08 20:00:55 +02:00
de93cabd69 Release 1.298.0 (#2214) 2023-08-06 09:13:04 +02:00
51489cca81 Feature/upgrade ng extract i18n merge to version 2.7.0 (#2155)
* Upgrade ng-extract-i18n-merge to version 2.7.0

* Update changelog
2023-08-06 09:10:14 +02:00
f7f4c3afb1 Feature/localize open startup page (#2213)
* Localize Open Startup page

* Update changelog
2023-08-06 09:09:21 +02:00
0821086e41 Bugfix/fix various styles after angular material 16 upgrade (#2212)
* Fix styles

* Update changelog
2023-08-06 08:52:45 +02:00
7a905fde63 Clean up (#2210) 2023-08-06 08:32:06 +02:00
d2882b1119 Clean up (#2206) 2023-08-06 08:31:48 +02:00
3a500598c5 Feature/upgrade nx to version 16.6.0 (#2211)
* Upgrade Nx to version 16.6.0

* Update changelog
2023-08-06 08:30:28 +02:00
42274917e0 Release 1.297.4 (#2209) 2023-08-05 19:57:39 +02:00
8ba50f2729 Release 1.297.3 (#2208) 2023-08-05 16:08:06 +02:00
f22071f061 Release 1.297.2 (#2207) 2023-08-05 14:51:10 +02:00
d2312371a6 Release 1.297.1 (#2205) 2023-08-05 14:35:13 +02:00
ba837c3c30 Release 1.297.0 (#2204) 2023-08-05 13:10:18 +02:00
d85d83a0f5 Feature/improve alignment of region percentages (#2203)
* Improve alignment

* Update changelog
2023-08-05 11:11:06 +02:00
62e8594c57 Feature/improve language localization for german 20230802 (#2200)
* Improve localization

* Update changelog
2023-08-05 11:10:15 +02:00
509f95ea30 Feature/add footer to public page (#2202)
* Add footer to public page

* Update changelog
2023-08-05 11:09:27 +02:00
43d0b55004 Feature/upgrade to angular 16 (#2156)
* Upgrade Angular, NestJS and Nx

* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server

* Add target for copying assets

* Improve redirection of home page

* Update changelog
2023-08-05 11:08:10 +02:00
c0f130a077 Remove sitemap.xml (#2201) 2023-08-04 08:04:21 +02:00
90dc34380e Release 1.296.0 (#2199) 2023-08-01 09:12:26 +02:00
286e41eb21 Feature/optimize import validation by reducing to unique asset profiles (#2198)
* Optimize activities validation

* Optimize data gathering in import

* Update changelog
2023-08-01 09:10:13 +02:00
4973d0261d Release 1.295.0 (#2197) 2023-07-30 19:41:22 +02:00
c4a62dfd68 Bugfix/remove stay signed in setting from local storage on sign in with fingerprint activation (#2196)
* Remove staySignedIn from local storage

* Update changelog
2023-07-30 19:36:06 +02:00
4d6be0a507 Exclude open-source-alternative-to-markets.sh (#2195) 2023-07-30 19:35:49 +02:00
b259ab7b0c Feature/add step by step introduction for new users (#2191)
* Add introduction for new users

* Update changelog
2023-07-30 18:49:38 +02:00
e1ac5245c7 Release 1.294.0 (#2192) 2023-07-29 20:33:31 +02:00
d4fea075af Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart

* Update changelog
2023-07-28 20:20:08 +02:00
cef7fa79de Fix total account value calculation for liabilities (#2184)
* Fix calculation

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-07-28 19:42:57 +02:00
ca05397dcd Extend Community Projects section (#2188) 2023-07-27 17:39:29 +02:00
2a11977001 Release 1.293.0 (#2186) 2023-07-26 21:32:35 +02:00
fb1a5c93ef Bugfix/fix no such file or directory error caused by missing favicon.ico (#2185)
* Add instructions to copy favicon.ico

* Update changelog
2023-07-26 21:26:05 +02:00
77e9791e03 Feature/set lastmod dates of sitemap.xml dynamically (#2170)
* Setup template with interpolation for sitemap.xml

* Update changelog
2023-07-26 21:08:38 +02:00
efd9e7a5c7 Fix RedisClient import (#2183) 2023-07-26 20:36:34 +02:00
d9ced885e1 Feature/add error handling for redis connections (#2179)
* Add error handling

* Update changelog
2023-07-26 20:30:32 +02:00
5fe07cb85f Bugfix/fix value in holdings table (#2182)
* Fix missing value

* Update changelog
2023-07-26 20:05:26 +02:00
af008aa74f Release 1.292.0 (#2175) 2023-07-24 20:17:46 +02:00
ca7bf27c20 Feature/upgrade yahoo finance2 to version 2.4.3 (#2174)
* Upgrade yahoo-finance2 to version 2.4.3

* Update changelog
2023-07-24 20:16:14 +02:00
0866587cab Increase frequency (#2169) 2023-07-24 20:12:07 +02:00
622bb8b0cf Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market

* Fix public page

* Update changelog
2023-07-24 20:04:34 +02:00
16b9fbe00e Release 1.291.0 (#2168) 2023-07-23 16:06:45 +02:00
c9353d0a39 Support account balance time series (#2166)
* Initial setup

* Support account balance in export

* Handle account balance update

* Add schema migration

* Update changelog
2023-07-23 15:55:58 +02:00
ea101dd3bd Refactor value to valueInBaseCurrency (#2167)
* Revert value to valueInBaseCurrency refactoring
2023-07-23 14:13:02 +02:00
cd67ce82fa Feature/rename queries to presets in market data table of admin control (#2165)
* Rename queries to presets

* Update changelog
2023-07-21 11:40:49 +02:00
d5b3c52602 Refactor value to valueInBaseCurrency (#2164) 2023-07-20 20:28:56 +02:00
bdf72164b1 Feature/break down emergency fund by cash and assets (#2159)
* Break down emergency fund in cash and assets

* Update changelog
2023-07-19 11:30:48 +02:00
455a2d2e92 Refactor value to valueInBaseCurrency (#2160) 2023-07-18 21:29:08 +02:00
9c0f46b587 Add markets.sh (#2161) 2023-07-18 21:28:44 +02:00
8533606177 Release 1.290.0 (#2158) 2023-07-16 08:01:31 +02:00
6728e04ff7 Improve http response interceptor (#2157)
Do not show snack bar for login endpoint
2023-07-15 22:17:07 +02:00
2bf4f1237a Feature/Improve login dialog (#2124)
* Improve login dialog

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-07-15 22:09:12 +02:00
4857b2e620 Update locales (#2154) 2023-07-15 19:50:11 +02:00
68a9a7f6f9 Feature/add queries to market data table in admin control (#2153)
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
2023-07-15 17:54:16 +02:00
81ef95e13e Setup permissions (#2151) 2023-07-15 12:32:59 +02:00
b633132757 Feature/upgrade prisma to version 4.16.2 (#2109)
* Upgrade prisma to version 4.16.2

* Update changelog
2023-07-15 12:32:43 +02:00
2b0f961370 Feature/improve faq page (#2152)
* Extend content

* Update changelog
2023-07-15 12:16:19 +02:00
30f1a3514a Feature/add hints to activity types in create or edit activity dialog (#2150)
* Add hints

* Update changelog
2023-07-15 11:31:05 +02:00
ed735e0b29 Feature/disable caching in health check endpoints for data providers (#2147)
* Disable caching in health check endpoint

* Update changelog
2023-07-15 10:54:19 +02:00
b89ccd2dde Release 1.289.0 (#2149) 2023-07-14 10:26:27 +02:00
df6d39377f Upgrade @types/lodash to version 4.14.195 (#2125) 2023-07-14 07:53:39 +02:00
d5d14497d6 Release 1.288.0 (#2146) 2023-07-12 19:56:16 +02:00
09c300661a Feature/improve language localization for german 20230711 (#2144)
* Improve i18n

* Update changelog
2023-07-12 19:53:55 +02:00
92382e0b4d Feature/improve loading state during filtering on allocations page (#2141)
* Improve loading state

* Update changelog
2023-07-11 21:41:12 +02:00
c25f532487 Improve product pages (#2143) 2023-07-11 21:40:45 +02:00
5d26d94586 Sort imports (#2142) 2023-07-11 20:27:54 +02:00
73b6784e9f Feature/beautify ampersand in asset profile names (#2138)
* Beautify ampersand

* Update changelog
2023-07-10 20:16:38 +02:00
6159f48a62 Feature/setup personal finance tools pages 2 (#2140) 2023-07-10 20:16:20 +02:00
7d34fba7c1 Release 1.287.0 (#2136) 2023-07-09 10:44:41 +02:00
c434b730a8 Feature/hide average buy price in position detail chart if no holding (#2133)
* Hide the average buy price if no holding

* Update changelog
2023-07-09 10:42:53 +02:00
2d23c566f1 Feature/setup personal finance tools pages (#2135) 2023-07-09 10:42:10 +02:00
ba220eaee9 Bugfix/fix sorting by currency in activities table (#2122)
* Fix sorting by currency

* Update changelog
2023-07-09 09:38:48 +02:00
09023214ce Feature/French translation update (#2130)
* French translation update

* Update changelog
2023-07-07 21:26:51 +02:00
1ceabb6e6b Feature/refactor blog articles to standalone components (#2117)
* Refactor blog articles to standalone components

* Update changelog
2023-07-04 18:42:40 +02:00
421072c7fa Release 1.286.0 (#2120) 2023-07-03 22:30:33 +02:00
0d421e7181 Bugfix/fix adding 'Item' and 'Liability' activities (#2119)
* Fix adding activities of type item and liability

* Update changelog
2023-07-03 22:29:00 +02:00
f5180ce88f Improve wording (#2118) 2023-07-03 10:10:08 +02:00
aabf27dc96 Remove empty style files (#2116) 2023-07-02 08:17:39 +02:00
421809ae95 Release 1.285.0 (#2114) 2023-07-01 19:14:26 +02:00
d3234f9e77 Feature/add blog post exploring the path to fire (#2113)
* Add blog post: Exploring the Path to FIRE

* Update changelog
2023-07-01 18:33:31 +02:00
a40be2f744 Feature/extract locales 20230701 (#2112)
* Improve i18n

* Update changelog
2023-07-01 18:30:09 +02:00
e62da06c5c Feature/extend scraper configuration support (#2110)
* Extend scraper configuration support

* Update changelog
2023-07-01 11:08:10 +02:00
b7f635bdfc Increase frequency (#2111) 2023-07-01 11:06:34 +02:00
0a465f125d Feature/add pagination to market data table in admin control panel (#2108)
* Add pagination

* Update changelog
2023-07-01 10:49:00 +02:00
c02e390bc1 Rename Slack channel to community (#2091) 2023-06-28 15:59:38 +02:00
f9bec0d793 Release 1.284.0 (#2106) 2023-06-27 18:47:44 +02:00
2f44748f79 Feature/upgrade internet identity dependencies to version 0.15.7 (#2105)
* Disable crossOriginOpenerPolicy

* Upgrade Internet Identity dependencies

* Update changelog
2023-06-27 18:46:03 +02:00
97504756be Feature/add currency to cash balance in create or update account dialog (#2104)
* Add currency as text suffix to cash balance

* Update changelog
2023-06-27 18:33:50 +02:00
6a802a62a0 Add ability to search for indices and fix gf-symbol-autocomplete validation (#2094)
* Bugfix/Fix gf-symbol-autocomplete validation

* Feature/Add ability to search for indices

* Update changelog
2023-06-26 18:38:24 +02:00
51ca26bb4d Release 1.283.5 (#2103) 2023-06-25 13:39:39 +02:00
2ecc8dbc4e Release 1.283.4 (#2101) 2023-06-24 18:41:37 +02:00
c0e0e2401e Release 1.283.3 (#2100) 2023-06-24 18:25:44 +02:00
1a30c180bc Release 1.283.2 (#2099) 2023-06-24 18:05:12 +02:00
39d4f80f36 Release 1.283.1 (#2098) 2023-06-24 17:49:12 +02:00
3693091ad6 Release 1.283.0 (#2097) 2023-06-24 17:14:04 +02:00
bf52f1137d Feature/setup helmet (#2096)
* Setup helmet

* Update changelog
2023-06-24 17:12:05 +02:00
54ea6c84b4 Feature/add caching for quotes (#2095)
* Add caching for quotes

* Update changelog
2023-06-24 13:06:28 +02:00
689e50ae1a Improve bug report template (#2092)
* Update Slack community link
* Remove checkboxes
2023-06-23 08:52:24 +02:00
677757fdf0 Feature/improve import dividends dialog (#2086)
* Improve dialog

* Add loading indicator
* Improve selected item of holding selector

* Update changelog
2023-06-22 20:29:50 +02:00
58d9816f01 Feature/extend symbol search component by asset sub classes (#2087)
* Add asset sub classes

* Update changelog
2023-06-21 16:09:18 +02:00
5f3d445f1d Release 1.282.0 (#2085) 2023-06-19 20:58:30 +02:00
fce6caebc2 Fix arm64 prisma binary target (#2082)
* Fix arm64 prisma binary target

* Update changelog
2023-06-19 20:56:28 +02:00
d0a4f5c000 Feature/added ability to add asset profile in admin control panel (#2075)
* Added ability to add asset profile in admin control panel

* Update changelog
2023-06-19 20:50:11 +02:00
b5e2a3aa91 Feature/harmonize use of permissions on about and landing page (#2084)
* Harmonize use of permissions

* About page
* Landing page

* About changelog
2023-06-19 20:29:36 +02:00
f47883fb0b Feature/add icon to external links in footer (#2083)
* Add icon for external links

* Update changelog
2023-06-19 20:29:12 +02:00
2932744a68 Feature/improve language localization for german 20230618 (#2081)
* Update translations

* Update changelog
2023-06-19 19:40:10 +02:00
73c0f02e06 Add the final translations for Portuguese (#2079) 2023-06-18 08:59:16 +02:00
382fe24f29 Release 1.281.0 (#2080) 2023-06-17 17:38:30 +02:00
908876ca6e Feature/setup language localization for portuguese (#2076)
* Set up Portuguese

* Update changelog
2023-06-17 17:26:40 +02:00
99cf9f8802 Feature/translation pt 2 (#2074)
* Add more Portuguese translations
2023-06-16 20:47:06 +02:00
7444ff97fc Feature/translation pt (#2073)
* Complete Portuguese translations for home screen and various other Portuguese translations
2023-06-15 08:34:47 +02:00
834a48466e Feature/add liabilities to feature page (#2072)
* Add section for liabilities

* Update changelog
2023-06-14 20:08:04 +02:00
a9526430c2 Improve column headers in holdings table for mobile (#2071)
* Improve column headers in holdings table for mobile

* Update changelog
2023-06-13 21:00:56 +02:00
fce3b2084e Feature/extract symbol search to component (#2003) (#2056)
* Extract symbol search to component (#2003)

* Update changelog
2023-06-13 20:36:16 +02:00
f5a50a95de Feature/upgrade prisma to version 4.15.0 (#2070)
* Upgrade prisma to version 4.15.0

* Update changelog
2023-06-12 15:16:43 +02:00
06dfb91f82 Release 1.280.1 (#2069) 2023-06-10 21:41:39 +02:00
be36050d76 Release 1.280.0 (#2068) 2023-06-10 17:18:28 +02:00
7931e6950d Feature/add support for liabilities (#1789)
* Add support for liabilities

* Update changelog
2023-06-10 16:17:11 +02:00
04eb452e04 Add missing guards (#2067) 2023-06-10 16:16:27 +02:00
6f7e370fca Release 1.279.0 (#2066) 2023-06-10 12:21:11 +02:00
b4a126280f Bugfix/fix public page (#2065)
* Check for user in request because of public page

* Update changelog
2023-06-10 12:19:34 +02:00
2d009aacc4 Bugfix/handle value nullifcation for undefined object (#2064)
* Handle undefined object

* Update changelog
2023-06-10 12:01:26 +02:00
9116443305 Feature/support note in accounts (#2063)
* Add support for a note in accounts

* Update changelog
2023-06-10 12:01:13 +02:00
0adaf12a01 Add new French translations (#2057)
* Add new French translations

* Update changelog

Signed-off-by: Martin Vandenbussche <vandenbusschemartin@gmail.com>
2023-06-10 11:19:33 +02:00
b6562b6e2c Release 1.278.0 (#2062) 2023-06-09 21:14:38 +02:00
b0a4b09ef5 Feature/extract license to dedicated tab (#2061)
* Extract license to tab on about page

* Update changelog
2023-06-09 21:13:05 +02:00
ad8b9ad333 Bugfix/improve spacing in bechmark comparator (#2060)
* Improve spacing

* Update changelog
2023-06-09 20:52:51 +02:00
809956f210 Feature/display markets overview link in footer based on permission (#2059)
* Add check for permission

* Update changelog
2023-06-09 20:01:24 +02:00
6077bfa754 Feature/change direction of ellipsis icon to horizontal in tables (#2055)
* Change direction of ellipsis icon to horizontal

* Update changelog
2023-06-09 19:39:14 +02:00
09498bd804 Feature/refresh cryptocurrencies list 20230606 (#2049)
* Update cryptocurrencies.json

* Update changelog
2023-06-09 18:55:24 +02:00
fd84f4ec14 Change to routerLink (#2058) 2023-06-09 17:37:52 +02:00
c711a11d6e Feature/upgrade node.js from version 16 to 18 (#2053)
* Upgrade to Node.js 18

* Update changelog
2023-06-09 17:28:05 +02:00
8232b05f62 Feature/extend activity cloning by quantity (#2054)
* Allow to clone quantity

* Update changelog
2023-06-09 16:14:40 +02:00
0ea66aebcb Release 1.277.0 (#2052) 2023-06-07 17:35:19 +02:00
64087de3fc Bugfix/fix date format parsing in activities import (#2051)
* Fix date format parsing

* Update changelog
2023-06-07 17:33:35 +02:00
7082ff12f8 Feature/add semantic list structure to header navigation (#2044)
* Add semantic list structure (ul and li elements)

* Update changelog
2023-06-07 17:22:09 +02:00
1c7d92e15e Harmonize Slack community links (#2047) 2023-06-06 09:23:32 +02:00
a53461d257 Feature/migrate currency to unit in value component (#2043)
* Migrate currency to unit

* Update locales
2023-06-04 21:46:49 +02:00
d630fb900d Feature/add investment streaks (#2042)
* Add investment streaks

* Current streak
* Longest streak

* Add unit to value component

* Update changelog
2023-06-04 09:35:58 +02:00
51e8555fa5 Update link (#2040) 2023-06-04 09:30:35 +02:00
9db675b955 Feature/improve get symbol data endpoint (#2041)
* Add default value to query parameter

* Update changelog
2023-06-03 19:32:48 +02:00
45bd8ed029 Release 1.276.0 (#2039) 2023-06-03 13:39:30 +02:00
707fd31550 Feature/add changefreq to sitemap.xml (#2038)
* Add changefreq to /markets and /open

* Update changelog
2023-06-03 13:37:50 +02:00
6e5f0086a1 Bugfix/fix price when creating subscription (#2037)
* Fix price

* Update changelog
2023-06-03 13:26:05 +02:00
97bcd8ff49 Feature/enforce yyyy instead of yy as date format in activities import (#2036)
* Enforce yyyy (instead of yy)

* Update changelog
2023-06-03 10:19:50 +02:00
1809fc8a80 Feature/update url of ghostfolio slack channel (#2035)
* Update Slack url

* Update changelog
2023-06-03 08:28:36 +02:00
beb24f9bd4 Revert "Update Slack url" (#2034)
* Revert "Update Slack url (#2025)"

This reverts commit c48670ccdc.
2023-06-03 08:28:07 +02:00
ae57a188f5 Feature/improve tab navigations (#2031)
* Improve tab navigations

* Update changelog
2023-06-03 07:44:59 +02:00
23db85e940 Feature/add tabs to about page (#2030)
* Add tabs to about page

* Update changelog
2023-06-02 21:23:57 +02:00
bd8bb1a36a Feature/remove ghostfolio in numbers section from about page (#2029)
* Remove Ghostfolio in Numbers section

* Update changelog
2023-06-01 19:38:38 +02:00
c48670ccdc Update Slack url (#2025) 2023-05-31 17:10:59 +02:00
fc019002e2 Release 1.275.0 (#2028) 2023-05-30 21:22:25 +02:00
4282cb66b8 Feature/add localized versions to footer (#2027)
* Add links to localized versions

* Update changelog
2023-05-30 21:20:44 +02:00
1d0ba5fe4b Bugfix/fix indirect calculation in exchange rate service for specific date (#2026)
* Fix indirect calculation

* Update changelog
2023-05-30 21:05:53 +02:00
24cfb26c5b Feature/improve language localization for german 20230529 2 (#2022)
* Improve locales

* Update changelog
2023-05-30 20:48:09 +02:00
26a70aa208 Release 1.274.0 (#2021) 2023-05-29 19:43:52 +02:00
ab7e050066 Feature/extend footer by navigation (#2020)
* Extend footer

* Update changelog
2023-05-29 19:41:21 +02:00
26b1fd6572 Feature/localize meta description (#2019)
* Add localized meta description

* Update changelog
2023-05-29 18:02:18 +02:00
d7e682b65a Feature/extend testimonial section (#2018)
* Add testimonials

* Update changelog
2023-05-29 14:16:17 +02:00
f589ccb775 Feature/improve language localization for german 20230529 (#2017)
* Improve locales

* Update changelog
2023-05-29 13:24:18 +02:00
206b6567fd Feature/improve activities import dialog (#2016)
* Improve activities import dialog

* Update changelog
2023-05-29 07:45:55 +02:00
6857e0314f Feature/add support for localized routes in spanish (#2015)
* Add support for localized routes in Spanish

* Update changelog
2023-05-28 22:48:27 +02:00
c8682a7393 Release 1.273.0 (#2014) 2023-05-28 10:31:37 +02:00
144b6b2211 Bugfix/handle undefined in decode data source (#2013)
* Handle undefined data source

* Update changelog
2023-05-28 10:29:52 +02:00
16a5ace4be Introduced stepper to import activities (#1990)
* Introduced stepper to import activities

* Update changelog
2023-05-28 10:21:07 +02:00
b24ddc30c9 Add localized routes for fr, it and nl (#2012) 2023-05-28 10:18:39 +02:00
19333ab084 Fix warnings (#2011) 2023-05-27 10:48:10 +02:00
7529a7a26c Feature/support localized routes (#2009)
* Support localized routes

* Update changelog
2023-05-27 09:53:48 +02:00
21ebaae6ef Add Cloud vs. Self-hosted (#2010) 2023-05-27 09:47:58 +02:00
3bc8b3c836 Feature/add link to manage benchmarks in benchmark comparator component (#2007)
* Add link to manage benchmarks

* Update changelog
2023-05-27 09:34:02 +02:00
bb9415cc15 Release 1.272.0 (#2005) 2023-05-26 20:43:09 +02:00
b3baeb8a5d Feature/support case insensitive names in portfolio proportion chart (#2004)
* Sum up case insensitive names

* Update changelog
2023-05-26 20:41:33 +02:00
1f393e78f6 Feature/improve error handling in delete user endpoint (#2000)
* Improve error handling

* Update changelog
2023-05-25 17:27:33 +02:00
215f5eafa6 Feature/set asset profile as benchmark (#2002)
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
1916e5343d Feature/decrease table density (#2001)
* Decrease table density

* Update changelog
2023-05-24 19:34:12 +02:00
fa9863fc54 Feature/upgrade ionicons to version 7.1.0 (#1997)
* Upgrade ionicons to version 7.1.0

* Update changelog
2023-05-23 14:45:21 +02:00
7bf48ef351 Improve style on about page (#1998)
* Center changelog button

* Update changelog
2023-05-22 20:20:16 +02:00
faef3606fd Feature/improve breadcrumb navigation style in blog posts for mobile (#1996)
* Improve style for mobile

* Update changelog
2023-05-21 07:50:45 +02:00
d0ccd4d238 Release 1.271.0 (#1995) 2023-05-20 18:13:41 +02:00
51e3650790 Feature/add blog post unlock your financial potential (#1994)
* Add blog post: Unlock your Financial Potential with Ghostfolio

* Update changelog
2023-05-20 18:12:12 +02:00
db29e2b666 Feature/extend financial modeling prep service (#1989)
* Add getHistorical() and search() logic

* Update changelog
2023-05-20 11:10:07 +02:00
655a68a847 Feature/change uptime to last 90 days (#1993)
* Change uptime to last 90 days

* Update changelog
2023-05-20 11:07:53 +02:00
86296b3591 Feature/improve local number formatting in value component (#1992)
* Improve local number formatting

* Update changelog
2023-05-20 10:53:04 +02:00
73c127f10c Bugfix/fix vertical alignment in gf toggle (#1991)
* Fix alignment

* Update changelog
2023-05-20 10:10:53 +02:00
cf4c981cd9 Release 1.270.1 (#1988) 2023-05-19 15:36:20 +02:00
1b9541b933 Release 1.270.0 (#1987) 2023-05-19 15:11:46 +02:00
5bca8de44e Feature/check for duplicates in dividend import (#1986)
* Check for duplicates in dividend import

* Update changelog
2023-05-19 15:05:29 +02:00
136c4bf50b Bugfix/fix data source transformation in dividends import (#1985)
* Fix data source transformation

* Update changelog
2023-05-19 14:47:20 +02:00
4d700e3b83 Feature/add error message if importing duplicates (#1984)
* Add error messages if import include duplicates

* Update changelog
2023-05-19 13:16:40 +02:00
740fa6fc84 Feature/upgrade prisma to version 4.14.1 (#1983)
* Upgrade prisma to version 4.14.1

* Update changelog
2023-05-19 10:16:08 +02:00
cdb8dc72c7 Feature/improve mobile layout of portfolio summary (#1982)
* Improve layout for mobile

* Update changelog
2023-05-18 22:36:30 +02:00
4b3afb5c97 Feature/extract locales 20230518 (#1980)
* Update locales

* Update changelog
2023-05-18 19:27:58 +02:00
abf208432a Feature/extend account detail dialog by cash balance and equity (#1978)
* Add cash balance and equity

* Update changelog
2023-05-18 19:05:22 +02:00
19e6df4fb2 Fix exception (#1979) 2023-05-18 19:03:27 +02:00
7fc3fff431 Bugfix/fix storybook setup (#1976)
* Fix Storybook setup

* Update changelog
2023-05-18 17:51:38 +02:00
edd690850c Feature/setup open startup page (#1967)
* Setup Open Startup page

* Update changelog
2023-05-18 12:31:36 +02:00
302339e1cd Add Postgres connect_timeout for M1 "Can't reach database" error (#1472)
* Add postgres connect_timeout

* Update changelog
2023-05-18 12:02:07 +02:00
739796bc79 Clean up (#1965) 2023-05-13 18:10:45 +02:00
9c30139b86 FIX #1951: select checkbox state fix for duplicates (#1958)
* FIX #1951: select checkbox state fix for duplicates

* Update changelog
2023-05-13 12:15:11 +02:00
0af528b649 fix(launch.json): set "cwd" to apps/api (#1962) 2023-05-13 11:22:04 +02:00
9636c87a2e Release 1.269.0 (#1961) 2023-05-11 09:54:34 +02:00
ad46fb6d61 Feature/add financial modeling prep as data source type (#1960)
* Add Financial Modeling Prep as new data source type

* Update changelog
2023-05-11 09:52:23 +02:00
8e000baef2 fix update activity, hide update cash balance on edit (#1959)
* Fix update activity, hide update cash balance on edit

* Update changelog
2023-05-11 09:11:44 +02:00
a2e1209196 Feature/introduce admin settings (#1957)
* Introduce admin settings

* Update changelog
2023-05-10 17:56:17 +02:00
ef4a75d1f0 Feature/improve market price of first buy date in chart of position detail dialog (#1956)
* Improve market price on first buy date: market price or average price

* Update changelog
2023-05-09 20:33:15 +02:00
3db20feb54 Release 1.268.0 (#1953) 2023-05-08 22:25:44 +02:00
b9ec381ea2 Feature/upgrade yahoo finance2 to version 2.4.1 (#1952)
* Upgrade yahoo-finance2 to version 2.4.1

* Update changelog
2023-05-08 22:24:12 +02:00
7d6a74a67d Feature/improve check for duplicates in import #1932 (#1940)
* Improve check for duplicates in import

* Update changelog
2023-05-08 21:45:59 +02:00
b923cf7752 Fix docker compose services startup (#1947)
* Fix docker compose services startup

* Update changelog
2023-05-08 20:13:45 +02:00
e32e457ff8 Release 1.267.0 (#1945) 2023-05-07 17:59:04 +02:00
32c1e6b390 Feature/upgrade to nx 16.0 (#1943)
* Upgrade to Nx 16.0

* Update changelog
2023-05-07 17:56:57 +02:00
b42c0c8355 Add comment (#1944) 2023-05-07 17:33:55 +02:00
7140ed8512 Feature/add stripe checkout to pricing page (#1942)
* Add Stripe checkout directly to pricing page

* Update changelog
2023-05-07 16:51:51 +02:00
27d9b075ce Feature/improve interstitial for subscription (#1941)
* Improve style and wording

* Update changelog
2023-05-07 10:38:12 +02:00
5249257dd8 Feature/improve platform managment in admin control (#1939)
* Refactoring, fix tab style, add account count

* Update changelog
2023-05-06 20:24:16 +02:00
606f6159c4 Feature/improve language localization for german 20230506 (#1938)
* Add missing translations

* Update changelog
2023-05-06 17:24:53 +02:00
2e095603b5 Release 1.266.0 (#1937) 2023-05-06 11:34:28 +02:00
3a99b81ade Bugfix/add fallback in yahoo finance service (#1935)
* Add fallback to use quoteSummary(symbol) if quote(symbols) fails

* Update changelog
2023-05-06 11:17:41 +02:00
577a487301 Fix import (#1936) 2023-05-06 11:16:44 +02:00
086d43376c Feature/add dev community logo to landing page (#1934)
* Add DEV Community

* Update changelog
2023-05-06 10:56:21 +02:00
31a4c2ff1f Sort imports (#1933) 2023-05-06 10:06:24 +02:00
6a1fad611c Bugfix/add missing data source in activities import (#1930)
* Add dataSource

* Update changelog
2023-05-06 09:45:18 +02:00
e1892d2870 Feature/platform management (#1922)
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +02:00
8ba15f8f72 Optionally update cash balance when adding activity (#1926)
* Optionally update cash balance when adding activity

* Update changelog
2023-05-06 09:01:09 +02:00
876b66f324 Feature/upgrade prisma to version 4.13.0 (#1920)
* Upgrade prisma to version 4.13.0

* Update changelog
2023-05-05 07:39:51 +02:00
2c5bfb19d3 Feature/upgrade class transformer and class validator (#1925)
* Upgrade class-transformer and class-validator

* Update changelog
2023-05-03 16:24:05 +02:00
1bb94a04e3 Release 1.265.0 (#1921) 2023-05-01 19:28:17 +02:00
e3c9316486 Feature/improve tooltip of portfolio proportion chart (#1919)
* Hide title

* Update changelog
2023-05-01 19:26:49 +02:00
c19984c3d0 Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name

* Update changelog
2023-05-01 18:55:34 +02:00
9002c20165 Release 1.264.0 (#1916) 2023-05-01 17:46:28 +02:00
15c96a9757 Feature/add allocations by platform chart (#1915)
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
1ca3792a4b Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
2023-05-01 17:16:02 +02:00
90fe467114 Feature/deprecate base currency (#1913)
* Deprecate BASE_CURRENCY

* Update changelog
2023-05-01 15:45:59 +02:00
e61b3b34a7 Eliminate getSymbolProfilesBySymbols() (#1912) 2023-05-01 15:45:33 +02:00
1326418ffc Release 1.263.0 (#1911) 2023-04-30 19:21:35 +02:00
a5f0f48ddb Fix accounts page (#1908)
* Add guards

* Update changelog
2023-04-30 19:20:17 +02:00
e500ccb61b Feature/introduce env variable data source exchange rates and data source import (#1910)
* Introduce env variables DATA_SOURCE_EXCHANGE_RATES and DATA_SOURCE_IMPORT

* Update changelog
2023-04-30 18:26:34 +02:00
4090b03406 Release 1.262.0 (#1906) 2023-04-29 10:41:28 +02:00
431d1d5fec Feature/extract locales 20230429 (#1905)
* Update locales

* Update changelog
2023-04-29 10:39:17 +02:00
d74d79198b Feature/add labels to tabs (#1847)
* Add labels

* Update changelog
2023-04-29 10:15:55 +02:00
623a284ba4 Feature/add and update historical data in bulk (#1904)
* Upsert historical data in bulk

* Update changelog
2023-04-29 10:12:50 +02:00
f79c36edbb Fix import (#1902) 2023-04-29 10:00:04 +02:00
f4c748f67a Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development

* Update changelog
2023-04-28 21:02:24 +02:00
672d8dfab2 Fix/holdings always include cash position (#1897)
* Improved holdings table showing cash position also when the filter contains accounts

* Update changelog
2023-04-28 12:08:45 +02:00
0464adccce Fix script (#1885) 2023-04-26 13:41:05 +02:00
c3df6c3194 Release 1.261.0 (#1896) 2023-04-25 20:24:39 +02:00
29d53c7df4 Feature/add distance to now to the subscription expiration date (#1895)
* Add distance to now

* Update changelog
2023-04-25 20:23:07 +02:00
7b77dc044a Feature/add state to market data database schema (#1893)
* Add state (CLOSE / INTRADAY) to MarketData

* Update changelog
2023-04-25 20:09:12 +02:00
67e758365f feature: allow to delete all activities of a user (#1880)
* Allow to delete all activities of a user

* Update changelog
2023-04-23 19:49:32 +02:00
475231ffd8 Release 1.260.0 (#1892) 2023-04-23 12:04:06 +02:00
513a564e2c Restructure services (#1891) 2023-04-23 12:02:01 +02:00
cddea0401f Feature/add data source as unique constraint to market data schema (#1889)
* Add dataSource as unique constraint to MarketData schema

* Update changelog
2023-04-23 11:13:08 +02:00
3dafbf7fef Add schema synchronization (#1890) 2023-04-23 11:02:12 +02:00
fcd75414be Update date (#1860) 2023-04-23 11:01:53 +02:00
c1b5bfff8c Bugfix/remove sort header in comment column of market data table (#1888)
* Remove sort header

* Update changelog
2023-04-23 10:49:11 +02:00
3c322cca0d Release 1.259.0 (#1887) 2023-04-22 16:05:44 +02:00
e965d12e31 Feature/add health check endpoints (#1886)
* Add health check endpoints

* Update changelog
2023-04-22 16:03:45 +02:00
3daf55a0dd Bugfix/remove sort header in comment column of activities table (#1883)
* Remove sort header

* Update changelog
2023-04-22 14:44:45 +02:00
aafedd5f75 Feature/increase robustness if live data is missing (#1884)
* Continuously persist today's market data

* Add fallback to historical market data if data provider does not provide live data

* Update changelog
2023-04-22 14:43:57 +02:00
32956ae04c Fix: performance column header alignment (#1881)
* Fix: performance column header alignment

* Update changelog
2023-04-21 18:05:51 +02:00
bfd0241b2d update target in proxy to work with api in locahost (#1875)
Co-authored-by: francisco <francisco@innonova.ch>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-04-20 18:51:35 +02:00
5eff8402db Release/1.258.0 (#1878)
* Release 1.258.0
  * Introduce data source mapping

* Update changelog
2023-04-20 09:07:22 +02:00
ffa020ee2a Release 1.257.0 (#1872) 2023-04-18 20:36:22 +02:00
80a3668aa9 Bugfix/fix world map chart component (#1871)
* Clone countries before manipulation

* Update changelog
2023-04-18 20:32:18 +02:00
7378900050 Bugfix/fix currency inconsistency with GBX and GBp in eod historical data service (#1869)
* Fix currency inconsistency (GBX vs. GBp)

* Update changelog
2023-04-18 20:31:33 +02:00
9be457943c Feature/introduce allocations by etf provider (#1870)
* Introduce allocations by etf provider

* Update changelog
2023-04-18 20:13:03 +02:00
93454c6c15 Release 1.256.0 (#1868) 2023-04-17 14:11:59 +02:00
fccbd76993 Bugfix/fix style of apply current market price button (#1866)
* Fix styles

* Update changelog
2023-04-17 14:09:55 +02:00
922876a893 Feature/add yahoo finance data enhancer (#1865)
* Add Yahoo Finance data enhancer

* Update changelog
2023-04-17 14:09:27 +02:00
654446f068 Feature/improve handling of jobs (#1864)
* Improve handling of jobs
  * Remove jobs on complete
  * Refactor jobs removal

* Update changelog
2023-04-16 19:56:19 +02:00
947460abdd Bugfix/fix ids of gather asset profile process jobs (#1863)
* Fix job ids

* Update changelog
2023-04-16 09:49:27 +02:00
546 changed files with 72601 additions and 23510 deletions

View File

@ -11,6 +11,5 @@ POSTGRES_USER=user
POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
ALPHA_VANTAGE_API_KEY=
DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
JWT_SECRET_KEY=<INSERT_RANDOM_STRING>

View File

@ -1,12 +1,12 @@
{
"root": true,
"ignorePatterns": ["**/*"],
"plugins": ["@nrwl/nx"],
"plugins": ["@nx"],
"overrides": [
{
"files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
"rules": {
"@nrwl/nx/enforce-module-boundaries": [
"@nx/enforce-module-boundaries": [
"error",
{
"enforceBuildableLibDependency": true,
@ -23,12 +23,12 @@
},
{
"files": ["*.ts", "*.tsx"],
"extends": ["plugin:@nrwl/nx/typescript"],
"extends": ["plugin:@nx/typescript"],
"rules": {}
},
{
"files": ["*.js", "*.jsx"],
"extends": ["plugin:@nrwl/nx/javascript"],
"extends": ["plugin:@nx/javascript"],
"rules": {}
},
{
@ -113,5 +113,6 @@
"radix": "error"
}
}
]
],
"extends": [null, "plugin:storybook/recommended"]
}

View File

@ -6,7 +6,7 @@ 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).
The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed in our [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) community or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
**Bug Description**
@ -36,6 +36,7 @@ The Issue tracker is **ONLY** used for reporting bugs. New features should be di
<!-- Please complete the following information -->
- Cloud or Self-hosted
- Ghostfolio Version X.Y.Z
- Browser
- OS

View File

@ -10,7 +10,7 @@ jobs:
strategy:
matrix:
node_version:
- 16
- 18
steps:
- name: Checkout code
uses: actions/checkout@v3
@ -33,4 +33,4 @@ jobs:
run: yarn test
- name: Build application
run: yarn build:all
run: yarn build:production

2
.nvmrc
View File

@ -1 +1 @@
v16
v18

View File

@ -9,6 +9,7 @@
],
"attributeSort": "ASC",
"endOfLine": "auto",
"plugins": ["prettier-plugin-organize-attributes"],
"printWidth": 80,
"singleQuote": true,
"tabWidth": 2,

View File

@ -1,8 +0,0 @@
module.exports = {
// uncomment the property below if you want to apply some webpack config globally
// webpackFinal: async (config, { configType }) => {
// // Make whatever fine-grained changes you need that should apply to all storybook configs
// // Return the altered config
// return config;
// },
};

View File

@ -1,10 +0,0 @@
{
"extends": "../tsconfig.base.json",
"exclude": [
"../**/*.spec.js",
"../**/*.spec.ts",
"../**/*.spec.tsx",
"../**/*.spec.jsx"
],
"include": ["../**/*"]
}

27
.vscode/launch.json vendored
View File

@ -2,32 +2,33 @@
"version": "0.2.0",
"configurations": [
{
"name": "Debug Jest File",
"type": "node",
"request": "launch",
"program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
"args": [
"test",
"--codeCoverage=false",
"--testFile=${workspaceFolder}/apps/api/src/app/portfolio/portfolio-calculator-novn-buy-and-sell.spec.ts"
],
"console": "internalConsole",
"cwd": "${workspaceFolder}",
"console": "internalConsole"
"name": "Debug Jest",
"program": "${workspaceFolder}/node_modules/@nrwl/cli/bin/nx",
"request": "launch",
"type": "node"
},
{
"envFile": "${workspaceFolder}/.env",
"type": "node",
"request": "launch",
"name": "Launch Program",
"program": "${workspaceFolder}/apps/api/src/main.ts",
"runtimeArgs": ["--nolazy", "-r", "ts-node/register"],
"outFiles": ["${workspaceFolder}/dist/apps/api/**/*.js"],
"autoAttachChildProcesses": true,
"console": "integratedTerminal",
"cwd": "${workspaceFolder}/apps/api",
"envFile": "${workspaceFolder}/.env",
"name": "Debug API",
"outFiles": ["${workspaceFolder}/dist/apps/api/**/*.js"],
"program": "${workspaceFolder}/apps/api/src/main.ts",
"request": "launch",
"runtimeArgs": ["--nolazy", "-r", "ts-node/register"],
"skipFiles": [
"${workspaceFolder}/node_modules/**/*.js",
"<node_internals>/**/*.js"
],
"console": "integratedTerminal"
"type": "node"
}
]
}

View File

@ -5,6 +5,719 @@ 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).
## 2.4.0 - 2023-09-19
### Added
- Added support for interest on account level (experimental)
### Changed
- Improved the preselected currency based on the account's currency in the create or edit activity dialog
- Unlocked the experimental features setting for all users
- Upgraded `prisma` from version `5.2.0` to `5.3.1`
### Fixed
- Fixed a memory leak related to the server's timezone (behind UTC) in the data gathering
## 2.3.0 - 2023-09-17
### Added
- Added support for fees on account level (experimental)
### Fixed
- Fixed the export functionality for liabilities
## 2.2.0 - 2023-09-17
### Added
- Introduced a sidebar navigation on desktop
### Changed
- Improved the style of the system message
- Upgraded _Postgres_ from version `12` to `15` in the `docker-compose` files
## 2.1.0 - 2023-09-15
### Added
- Added support to drop a file in the import activities dialog
- Added a timeout to all data source requests
### Changed
- Harmonized the style of the user interface for granting and revoking public access to share the portfolio
- Removed the account type from the user interface as a preparation to remove it from the `Account` database schema
- Improved the logger output of the info service
- Harmonized the logger output: `<symbol> (<dataSource>)`
- Improved the language localization for German (`de`)
- Improved the language localization for Italian (`it`)
- Improved the language localization for Dutch (`nl`)
- Improved the read-only mode
### Fixed
- Fixed the timeout in _EOD Historical Data_ requests
- Fixed an issue with the portfolio summary caused by the language localization for Dutch (`nl`)
## 2.0.0 - 2023-09-09
### Added
- Added support for the cryptocurrency _CyberConnect_
- Added a blog post: _Announcing Ghostfolio 2.0_
### Changed
- **Breaking Change**: Removed the deprecated environment variable `BASE_CURRENCY`
- Improved the validation in the activities import
- Deactivated _Internet Identity_ as a social login provider for the account registration
- Improved the language localization for German (`de`)
- Refreshed the cryptocurrencies list
- Changed the version in the `docker-compose` files from `3.7` to `3.9`
- Upgraded `yahoo-finance2` from version `2.4.4` to `2.5.0`
### Fixed
- Fixed an issue in the _Yahoo Finance_ data enhancer where countries and sectors have been removed
## 1.305.0 - 2023-09-03
### Added
- Added _Hacker News_ to the _As seen in_ section on the landing page
### Changed
- Shortened the page titles
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `4.16.2` to `5.2.0`
- Upgraded `replace-in-file` from version `6.3.5` to `7.0.1`
- Upgraded `yahoo-finance2` from version `2.4.3` to `2.4.4`
### Fixed
- Fixed the alignment in the header navigation
- Fixed the alignment in the menu of the impersonation mode
## 1.304.0 - 2023-08-27
### Added
- Added health check endpoints for data enhancers
### Changed
- Upgraded `Nx` from version `16.7.2` to `16.7.4`
- Upgraded `prettier` from version `2.8.4` to `3.0.2`
## 1.303.0 - 2023-08-23
### Added
- Added a blog post: _Ghostfolio joins OSS Friends_
### Changed
- Refreshed the cryptocurrencies list
- Improved the _OSS Friends_ page
### Fixed
- Fixed an issue with the _Trackinsight_ data enhancer for asset profile data
## 1.302.0 - 2023-08-20
### Changed
- Improved the language localization for German (`de`)
- Upgraded `angular` from version `16.1.8` to `16.2.1`
- Upgraded `Nx` from version `16.6.0` to `16.7.2`
## 1.301.1 - 2023-08-19
### Added
- Added the data export feature to the user account page
- Added a currencies preset to the historical market data table of the admin control panel
- Added the _OSS Friends_ page
### Changed
- Improved the localized meta data in `html` files
### Fixed
- Fixed the rows with cash positions in the holdings table
- Fixed an issue with the date parsing in the historical market data editor of the admin control panel
## 1.300.0 - 2023-08-11
### Added
- Added more durations in the coupon system
### Changed
- Migrated the remaining requests from `bent` to `got`
## 1.299.1 - 2023-08-10
### Changed
- Optimized the activities import by allowing a different currency than the asset's official one
- Added a timeout to the _EOD Historical Data_ requests
- Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
### Fixed
- Fixed the editing of the emergency fund
- Fixed the historical data gathering interval for asset profiles used as benchmarks having activities
## 1.298.0 - 2023-08-06
### Changed
- Improved the language localization for German (`de`)
- Upgraded `ng-extract-i18n-merge` from version `2.6.0` to `2.7.0`
- Upgraded `Nx` from version `16.5.5` to `16.6.0`
### Fixed
- Fixed the styles of various components (card, progress, tab) after the upgrade to `@angular/material` `16`
## 1.297.4 - 2023-08-05
### Added
- Added the footer to the public page
- Added a `copy-assets` `Nx` target to the client build
### Changed
- Improved the alignment of the region percentages on the allocations page
- Improved the alignment of the region percentages on the public page
- Improved the redirection of the home page to the localized home page
- Improved the language localization for German (`de`)
- Upgraded `angular` from version `15.2.5` to `16.1.8`
- Upgraded `nestjs` from version `9.1.4` to `10.1.3`
- Upgraded `Nx` from version `16.0.3` to `16.5.5`
## 1.296.0 - 2023-08-01
### Changed
- Optimized the validation in the activities import by reducing the list to unique asset profiles
- Optimized the data gathering in the activities import
## 1.295.0 - 2023-07-30
### Added
- Added a step by step introduction for new users
### Fixed
- Removed the _Stay signed in_ setting on _Sign in with fingerprint_ activation
## 1.294.0 - 2023-07-29
### Changed
- Extended the allocations by market chart on the allocations page by unavailable data
### Fixed
- Considered liabilities in the total account value calculation
## 1.293.0 - 2023-07-26
### Added
- Added error handling for the _Redis_ connections to keep the app running if the connection fails
### Changed
- Set the `lastmod` dates of `sitemap.xml` dynamically
### Fixed
- Fixed the missing values in the holdings table
- Fixed the `no such file or directory` error caused by the missing `favicon.ico` file
## 1.292.0 - 2023-07-24
### Added
- Introduced the allocations by market chart on the allocations page
### Changed
- Upgraded `yahoo-finance2` from version `2.4.2` to `2.4.3`
### Fixed
- Fixed an issue in the public page
## 1.291.0 - 2023-07-23
### Added
- Broken down the emergency fund by cash and assets
- Added support for account balance time series
### Changed
- Renamed queries to presets in the historical market data table of the admin control panel
## 1.290.0 - 2023-07-16
### Added
- Added hints to the activity types in the create or edit activity dialog
- Added queries to the historical market data table of the admin control panel
### Changed
- Improved the usability of the login dialog
- Disabled the caching in the health check endpoints for data providers
- Improved the content of the Frequently Asked Questions (FAQ) page
- Upgraded `prisma` from version `4.15.0` to `4.16.2`
## 1.289.0 - 2023-07-14
### Changed
- Upgraded `yahoo-finance2` from version `2.4.1` to `2.4.2`
## 1.288.0 - 2023-07-12
### Changed
- Improved the loading state during filtering on the allocations page
- Beautified the names with ampersand (`&amp;`) in the asset profile
- Improved the language localization for German (`de`)
## 1.287.0 - 2023-07-09
### Changed
- Hid the average buy price in the position detail chart if there is no holding
- Improved the language localization for French (`fr`)
- Refactored the blog articles to standalone components
### Fixed
- Fixed the sorting by currency in the activities table
## 1.286.0 - 2023-07-03
### Fixed
- Fixed the creation of (wealth) items and liabilities
## 1.285.0 - 2023-07-01
### Added
- Added a blog post: _Exploring the Path to Financial Independence and Retiring Early (FIRE)_
- Added pagination to the historical market data table of the admin control panel
- Added the attribute `headers` to the scraper configuration
### Changed
- Extended the asset profile details dialog in the admin control panel by the scraper configuration
- Improved the language localization for German (`de`)
## 1.284.0 - 2023-06-27
### Added
- Added the currency to the cash balance in the create or update account dialog
- Added the ability to add an index for benchmarks as an asset profile in the admin control panel
### Changed
- Upgraded the _Internet Identity_ dependencies from version `0.15.1` to `0.15.7`
### Fixed
- Fixed an issue with the clone functionality of a transaction caused by the symbol search component
## 1.283.5 - 2023-06-25
### Added
- Added the caching for current market prices
- Added a loading indicator to the import dividends dialog
- Set up the `helmet` middleware to protect the app from web vulnerabilities by setting HTTP headers
### Changed
- Improved the selected item of the holding selector in the import dividends dialog
- Extended the symbol search component by asset sub classes
## 1.282.0 - 2023-06-19
### Added
- Added an icon to the external links in the footer navigation
- Added the ability to add an asset profile in the admin control panel
### Changed
- Harmonized the use of permissions on the about page
- Harmonized the use of permissions on the landing page
- Improved the language localization for German (`de`)
- Improved the language localization for Portuguese (`pt`)
- Updated the binary targets of `linux-arm64-openssl` for `prisma`
## 1.281.0 - 2023-06-17
### Added
- Extended the feature overview page by liabilities
- Set up the language localization for Portuguese (`pt`)
### Changed
- Extracted the symbol search to a dedicated component
- Improved the column headers in the holdings table for mobile
- Upgraded `prisma` from version `4.14.1` to `4.15.0`
## 1.280.1 - 2023-06-10
### Added
- Added support for liabilities
## 1.279.0 - 2023-06-10
### Added
- Supported a note for accounts
### Changed
- Improved the language localization for French (`fr`)
### Fixed
- Fixed an issue with the value nullification related to the investment streaks
- Fixed an issue in the public page related to the impersonation service
## 1.278.0 - 2023-06-09
### Changed
- Extended the clone functionality of a transaction by the quantity
- Changed the direction of the ellipsis icon in various tables
- Extracted the license to a dedicated tab on the about page
- Displayed the link to the markets overview in the footer based on a permission
- Improved the spacing in the benchmark comparator
- Refreshed the cryptocurrencies list
- Upgraded `Node.js` from version `16` to `18` (`Dockerfile`)
## 1.277.0 - 2023-06-07
### Added
- Added the investment streaks to the analysis page
- Added support for a unit in the value component
- Added a semantic list structure to the header navigation
- Added a default value for the `includeHistoricalData` attribute in the symbol data endpoint
### Fixed
- Fixed an issue with the date format parsing in the activities import
## 1.276.0 - 2023-06-03
### Added
- Added tabs to the about page
- Added the `changefreq` attribute to the sitemap
### Changed
- Improved the routes of the tabs
- Enforced a stricter date format in the activities import: `dd-MM-yyyy` instead of `dd-MM-yy`
- Updated the URL of the Ghostfolio Slack channel
- Removed the _Ghostfolio in Numbers_ section from the about page
### Fixed
- Fixed an issue with the price when creating a `Subscription`
## 1.275.0 - 2023-05-30
### Changed
- Extended the footer navigation by the localized Ghostfolio versions
- Improved the language localization for German (`de`)
### Fixed
- Fixed the exchange rate service for a specific date (indirect calculation via base currency) used in activities with a manual currency
## 1.274.0 - 2023-05-29
### Added
- Extended the footer by a navigation
- Extended the testimonial section on the landing page
- Added localized meta descriptions
- Added support for localized routes in Spanish (`es`)
### Changed
- Improved the activities import dialog
- Improved the language localization for German (`de`)
## 1.273.0 - 2023-05-28
### Added
- Added a stepper to the activities import dialog
- Added a link to manage the benchmarks to the benchmark comparator
- Added support for localized routes
### Fixed
- Fixed an issue in the data source transformation
## 1.272.0 - 2023-05-26
### Added
- Added support to set an asset profile as a benchmark
### Changed
- Decreased the density of the `@angular/material` tables
- Improved the portfolio proportion chart component by supporting case insensitive names
- Improved the breadcrumb navigation style in the blog post pages for mobile
- Improved the error handling in the delete user endpoint
- Improved the style of the _Changelog & License_ button on the about page
- Upgraded `ionicons` from version `6.1.2` to `7.1.0`
## 1.271.0 - 2023-05-20
### Added
- Added the historical data and search functionality for the `FINANCIAL_MODELING_PREP` data source type
- Added a blog post: _Unlock your Financial Potential with Ghostfolio_
### Changed
- Improved the local number formatting in the value component
- Changed the uptime to the last 90 days on the _Open Startup_ (`/open`) page
### Fixed
- Fixed the vertical alignment in the toggle component
## 1.270.1 - 2023-05-19
### Added
- Added the cash balance and the value of equity to the account detail dialog
- Added a check for duplicates to the preview step of the import dividends dialog
- Added an error message for duplicates to the preview step of the activities import
- Added a connection timeout to the environment variable `DATABASE_URL`
- Introduced the _Open Startup_ (`/open`) page with aggregated key metrics including uptime
### Changed
- Improved the mobile layout of the portfolio summary tab on the home page
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `4.13.0` to `4.14.1`
### Fixed
- Improved the _Select all_ activities checkbox state after importing activities including a duplicate
- Fixed an issue with the data source transformation in the import dividends dialog
- Fixed the _Storybook_ setup
## 1.269.0 - 2023-05-11
### Added
- Added `FINANCIAL_MODELING_PREP` as a new data source type
### Changed
- Improved the market price on the first buy date in the chart of the position detail dialog
- Restructured the admin control panel with a new settings tab
### Fixed
- Fixed an error that occurred while editing an activity caused by the cash balance update
## 1.268.0 - 2023-05-08
### Added
- Added `depends_on` and `healthcheck` for the _Postgres_ and _Redis_ services to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`)
### Changed
- Improved the preview step of the activities import by unchecking duplicates
- Upgraded `yahoo-finance2` from version `2.3.10` to `2.4.1`
## 1.267.0 - 2023-05-07
### Added
- Added support for the _Stripe_ checkout to the pricing page
### Changed
- Improved the management of platforms in the admin control panel
- Improved the style of the interstitial for the subscription
- Improved the language localization for German (`de`)
- Upgraded `Nx` from version `15.9.2` to `16.0.3`
## 1.266.0 - 2023-05-06
### Added
- Introduced the option to update the cash balance of an account when adding an activity
- Added support for the management of platforms in the admin control panel
- Added _DEV Community_ to the _As seen in_ section on the landing page
### Changed
- Upgraded `class-transformer` from version `0.3.2` to `0.5.1`
- Upgraded `class-validator` from version `0.13.1` to `0.14.0`
- Upgraded `prisma` from version `4.12.0` to `4.13.0`
### Fixed
- Added a fallback to use `quoteSummary(symbol)` if `quote(symbols)` fails in the _Yahoo Finance_ service
- Added the missing `dataSource` attribute to the activities import
## 1.265.0 - 2023-05-01
### Changed
- Improved the tooltip of the portfolio proportion chart component
### Fixed
- Fixed the missing platform name in the allocations by platform chart on the allocations page
## 1.264.0 - 2023-05-01
### Added
- Introduced the allocations by platform chart on the allocations page
### Changed
- Deprecated the use of the environment variable `BASE_CURRENCY`
- Cleaned up initial values from the _X-ray_ section
## 1.263.0 - 2023-04-30
### Changed
- Split the environment variable `DATA_SOURCE_PRIMARY` in `DATA_SOURCE_EXCHANGE_RATES` and `DATA_SOURCE_IMPORT`
### Fixed
- Fixed the exception on the accounts page
## 1.262.0 - 2023-04-29
### Added
- Added the labels to the tabs to increase the usability
- Extended the support of the impersonation mode for local development
### Changed
- Improved the queue jobs implementation by adding / updating historical market data in bulk
- Improved the language localization for German (`de`)
### Fixed
- Improved the holdings table by showing the cash position also when the filter contains the accounts, so that we can see the total allocation for that account
## 1.261.0 - 2023-04-25
### Added
- Introduced a new button to delete all activities from the portfolio activities page
- Added `state` to the `MarketData` database schema to distinguish `CLOSE` and `INTRADAY` in the data gathering
- Added the distance to now to the subscription expiration date in the users table of the admin control panel
## 1.260.0 - 2023-04-23
### Added
- Added `dataSource` as a unique constraint to the `MarketData` database schema
### Fixed
- Removed the unnecessary sort header of the comment column in the historical market data table of the admin control panel
## 1.259.0 - 2023-04-22
### Added
- Added a fallback to historical market data if a data provider does not provide live data
- Added a general health check endpoint
- Added health check endpoints for data providers
### Changed
- Persisted today's market data continuously
### Fixed
- Fixed the alignment of the performance column header in the holdings table
- Removed the unnecessary sort header of the comment column in the activities table
- Fixed the targets in `proxy.conf.json` from `http://localhost:3333` to `http://0.0.0.0:3333` for local development
## 1.258.0 - 2023-04-20
### Added
- Introduced a data source mapping
## 1.257.0 - 2023-04-18
### Added
- Introduced the allocations by ETF provider chart on the allocations page
### Fixed
- Fixed an issue in the global heat map component caused by manipulating an input property
- Fixed an issue with the currency inconsistency in the _EOD Historical Data_ service (convert from `GBX` to `GBp`)
## 1.256.0 - 2023-04-17
### Added
- Added the _Yahoo Finance_ data enhancer for countries, sectors and urls
### Changed
- Enabled the configuration to immediately remove queue jobs on complete
- Refactored the implementation of removing queue jobs
### Fixed
- Fixed the unique job ids of the gather asset profile process
- Fixed the style of the button to fetch the current market price
## 1.255.0 - 2023-04-15
### Added
@ -49,9 +762,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Changed the slide toggles to checkboxes on the account page
- Changed the slide toggles to checkboxes on the user account page
- Changed the slide toggles to checkboxes in the admin control panel
- Decreased the density of the theme
- Increased the density of the theme
- Migrated the style of various components to `@angular/material` `15` (mdc)
- Upgraded `@angular/cdk` and `@angular/material` from version `15.2.5` to `15.2.6`
- Upgraded `bull` from version `4.10.2` to `4.10.4`
@ -471,7 +1184,6 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Added support for the dividend timeline grouped by year
- Added support for the investment timeline grouped by year
- Set up the language localization for Français (`fr`)
- Set up the language localization for Português (`pt`)
### Changed
@ -612,7 +1324,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Improved the language selector on the account page
- Improved the language selector on the user account page
- Improved the wording in the _X-ray_ section (net worth instead of investment)
- Extended the asset profile details dialog in the admin control panel
- Updated the browserslist database
@ -751,7 +1463,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- 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`
- Set up the `prettier` plugin `prettier-plugin-organize-attributes`
### Changed
@ -857,7 +1569,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Set up the language localization for Italiano (`it`)
- Set up the language localization for Italian (`it`)
- Extended the landing page
## 1.195.0 - 20.09.2022
@ -1030,7 +1742,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added a language selector to the account page
- Added a language selector to the user account page
- Added support for translated labels in the value component
### Changed
@ -1359,7 +2071,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added the user id to the account page
- Added the user id to the user account page
- Added a new view with jobs of the queue to the admin control panel
### Changed
@ -2280,7 +2992,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Supported the management of additional currencies in the admin control panel
- Introduced the system message
- Introduced the read only mode
- Introduced the read-only mode
### Changed
@ -3014,7 +3726,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Respected the cash balance on the analysis page
- Improved the settings selectors on the account page
- Improved the settings selectors on the user account page
- Harmonized the slogan to "Open Source Wealth Management Software"
### Fixed
@ -3480,7 +4192,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added a gradient to the line charts
- Added a selector to set the base currency on the account page
- Added a selector to set the base currency on the user account page
## 0.81.0 - 06.04.2021
@ -3794,7 +4506,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Added the membership status to the account page
- Added the membership status to the user account page
### Fixed

View File

@ -18,7 +18,13 @@
### Prisma
#### Create schema migration (local)
#### Synchronize schema with database for prototyping
Run `yarn database:push`
https://www.prisma.io/docs/concepts/components/prisma-migrate/db-push
#### Create schema migration
Run `yarn prisma migrate dev --name added_job_title`

View File

@ -1,4 +1,4 @@
FROM --platform=$BUILDPLATFORM node:16-slim as builder
FROM --platform=$BUILDPLATFORM node:18-slim as builder
# Build application and add additional files
WORKDIR /ghostfolio
@ -33,7 +33,7 @@ COPY ./tsconfig.base.json tsconfig.base.json
COPY ./libs libs
COPY ./apps apps
RUN yarn build:all
RUN yarn build:production
# Prepare the dist image with additional node_modules
WORKDIR /ghostfolio/dist/apps/api
@ -50,7 +50,7 @@ COPY package.json /ghostfolio/dist/apps/api
RUN yarn database:generate-typings
# Image to run, copy everything needed from builder
FROM node:16-slim
FROM node:18-slim
RUN apt update && apt install -y \
openssl \
&& rm -rf /var/lib/apt/lists/*
@ -58,4 +58,4 @@ RUN apt update && apt install -y \
COPY --from=builder /ghostfolio/dist/apps /ghostfolio/apps
WORKDIR /ghostfolio/apps/api
EXPOSE ${PORT:-3333}
CMD [ "yarn", "start:prod" ]
CMD [ "yarn", "start:production" ]

View File

@ -13,6 +13,8 @@
[![Shield: Contributions Welcome](https://img.shields.io/badge/Contributions-Welcome-orange.svg)](#contributing)
[![Shield: License: AGPL v3](https://img.shields.io/badge/License-AGPL%20v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
New: [Ghostfolio 2.0](https://ghostfol.io/en/blog/2023/09/ghostfolio-2)
</div>
**Ghostfolio** is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions. The software is designed for personal use in continuous operation.
@ -136,16 +138,16 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`
At each start, the container will automatically apply the database schema migrations if needed.
### Run with _Unraid_ (Community)
### Home Server Systems (Community)
Please follow the instructions of the Ghostfolio [Unraid Community App](https://unraid.net/community/apps?q=ghostfolio).
Ghostfolio is available for various home server systems, including [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio).
## Development
### Prerequisites
- [Docker](https://www.docker.com/products/docker-desktop)
- [Node.js](https://nodejs.org/en/download) (version 16)
- [Node.js](https://nodejs.org/en/download) (version 18+)
- [Yarn](https://yarnpkg.com/en/docs/install)
- Create a local copy of this Git repository (clone)
- Copy the file `.env.example` to `.env` and populate it with your data (`cp .env.example .env`)
@ -153,7 +155,6 @@ Please follow the instructions of the Ghostfolio [Unraid Community App](https://
### Setup
1. Run `yarn install`
1. Run `yarn build:dev` to build the source code including the assets
1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `yarn database:setup` to initialize the database schema
1. Start the server and the client (see [_Development_](#Development))
@ -232,6 +233,7 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
| Field | Type | Description |
| ---------- | ------------------- | -------------------------------------------------- |
| accountId | string (`optional`) | Id of the account |
| comment | string (`optional`) | Comment of the activity |
| currency | string | `CHF` \| `EUR` \| `USD` etc. |
| dataSource | string | `MANUAL` (for type `ITEM`) \| `YAHOO` |
| date | string | Date in the format `ISO-8601` |
@ -262,18 +264,20 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
## Community Projects
- [ghostfolio-cli](https://github.com/DerAndereJohannes/ghostfolio-cli): Command-line interface to access your portfolio
Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio
Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ repository to get listed as well. [Learn more →](https://docs.github.com/en/articles/classifying-your-repository-with-topics)
## 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.
Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack channel](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_). We would love to hear from you.
If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
## License
© 2023 [Ghostfolio](https://ghostfol.io)
© 2021 - 2023 [Ghostfolio](https://ghostfol.io)
Licensed under the [AGPLv3 License](https://www.gnu.org/licenses/agpl-3.0.html).

View File

@ -33,7 +33,7 @@
"outputs": ["{options.outputPath}"]
},
"serve": {
"executor": "@nrwl/node:node",
"executor": "@nx/js:node",
"options": {
"buildTarget": "api:build"
}
@ -45,7 +45,7 @@
}
},
"test": {
"executor": "@nrwl/jest:jest",
"executor": "@nx/jest:jest",
"options": {
"jestConfig": "apps/api/jest.config.ts",
"passWithNoTests": true

View File

@ -1,4 +1,4 @@
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { AccessController } from './access.controller';

View File

@ -1,4 +1,4 @@
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { AccessWithGranteeUser } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { Access, Prisma } from '@prisma/client';

View File

@ -1,6 +1,6 @@
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
import { Accounts } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@ -87,10 +87,7 @@ export class AccountController {
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId
): Promise<Accounts> {
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
await this.impersonationService.validateImpersonationId(impersonationId);
return this.portfolioService.getAccountsWithAggregations({
userId: impersonationUserId || this.request.user.id,
@ -106,10 +103,7 @@ export class AccountController {
@Param('id') id: string
): Promise<AccountWithValue> {
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
await this.impersonationService.validateImpersonationId(impersonationId);
const accountsWithAggregations =
await this.portfolioService.getAccountsWithAggregations({

View File

@ -1,11 +1,12 @@
import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { UserModule } from '@ghostfolio/api/app/user/user.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { AccountBalanceModule } from '@ghostfolio/api/services/account-balance/account-balance.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { AccountController } from './account.controller';
@ -15,6 +16,7 @@ import { AccountService } from './account.service';
controllers: [AccountController],
exports: [AccountService],
imports: [
AccountBalanceModule,
ConfigurationModule,
DataProviderModule,
ExchangeRateDataModule,

View File

@ -1,5 +1,6 @@
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { Filter } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { Account, Order, Platform, Prisma } from '@prisma/client';
@ -11,16 +12,21 @@ import { CashDetails } from './interfaces/cash-details.interface';
@Injectable()
export class AccountService {
public constructor(
private readonly accountBalanceService: AccountBalanceService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly prismaService: PrismaService
) {}
public async account(
accountWhereUniqueInput: Prisma.AccountWhereUniqueInput
): Promise<Account | null> {
return this.prismaService.account.findUnique({
where: accountWhereUniqueInput
public async account({
id_userId
}: Prisma.AccountWhereUniqueInput): Promise<Account | null> {
const { id, userId } = id_userId;
const [account] = await this.accounts({
where: { id, userId }
});
return account;
}
public async accountWithOrders(
@ -50,9 +56,11 @@ export class AccountService {
Platform?: Platform;
})[]
> {
const { include, skip, take, cursor, where, orderBy } = params;
const { include = {}, skip, take, cursor, where, orderBy } = params;
return this.prismaService.account.findMany({
include.balances = { orderBy: { date: 'desc' }, take: 1 };
const accounts = await this.prismaService.account.findMany({
cursor,
include,
orderBy,
@ -60,15 +68,36 @@ export class AccountService {
take,
where
});
return accounts.map((account) => {
account = { ...account, balance: account.balances[0]?.value ?? 0 };
delete account.balances;
return account;
});
}
public async createAccount(
data: Prisma.AccountCreateInput,
aUserId: string
): Promise<Account> {
return this.prismaService.account.create({
const account = await this.prismaService.account.create({
data
});
await this.prismaService.accountBalance.create({
data: {
Account: {
connect: {
id_userId: { id: account.id, userId: aUserId }
}
},
value: data.balance
}
});
return account;
}
public async deleteAccount(
@ -167,9 +196,65 @@ export class AccountService {
aUserId: string
): Promise<Account> {
const { data, where } = params;
await this.prismaService.accountBalance.create({
data: {
Account: {
connect: {
id_userId: where.id_userId
}
},
value: <number>data.balance
}
});
return this.prismaService.account.update({
data,
where
});
}
public async updateAccountBalance({
accountId,
amount,
currency,
date,
userId
}: {
accountId: string;
amount: number;
currency: string;
date: Date;
userId: string;
}) {
const { balance, currency: currencyOfAccount } = await this.account({
id_userId: {
userId,
id: accountId
}
});
const amountInCurrencyOfAccount =
await this.exchangeRateDataService.toCurrencyAtDate(
amount,
currency,
currencyOfAccount,
date
);
if (amountInCurrencyOfAccount) {
await this.accountBalanceService.createAccountBalance({
date,
Account: {
connect: {
id_userId: {
userId,
id: accountId
}
}
},
value: new Big(balance).plus(amountInCurrencyOfAccount).toNumber()
});
}
}
}

View File

@ -1,4 +1,5 @@
import { AccountType } from '@prisma/client';
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsBoolean,
IsNumber,
@ -6,14 +7,23 @@ import {
IsString,
ValidateIf
} from 'class-validator';
import { isString } from 'lodash';
export class CreateAccountDto {
@IsOptional()
@IsString()
accountType: AccountType;
@IsNumber()
balance: number;
@IsOptional()
@IsString()
@Transform(({ value }: TransformFnParams) =>
isString(value) ? value.trim() : value
)
comment?: string;
@IsString()
currency: string;

View File

@ -1,4 +1,5 @@
import { AccountType } from '@prisma/client';
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsBoolean,
IsNumber,
@ -6,14 +7,23 @@ import {
IsString,
ValidateIf
} from 'class-validator';
import { isString } from 'lodash';
export class UpdateAccountDto {
@IsOptional()
@IsString()
accountType: AccountType;
@IsNumber()
balance: number;
@IsOptional()
@IsString()
@Transform(({ value }: TransformFnParams) =>
isString(value) ? value.trim() : value
)
comment?: string;
@IsString()
currency: string;

View File

@ -1,10 +1,13 @@
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
import {
DEFAULT_PAGE_SIZE,
GATHER_ASSET_PROFILE_PROCESS,
GATHER_ASSET_PROFILE_PROCESS_OPTIONS
} from '@ghostfolio/common/config';
import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
import {
AdminData,
AdminMarketData,
@ -13,7 +16,10 @@ import {
Filter
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import type {
MarketDataPreset,
RequestWithUser
} from '@ghostfolio/common/types';
import {
Body,
Controller,
@ -26,12 +32,13 @@ import {
Post,
Put,
Query,
UseGuards
UseGuards,
UseInterceptors
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { DataSource, MarketData } from '@prisma/client';
import { isDate } from 'date-fns';
import { DataSource, MarketData, Prisma, SymbolProfile } from '@prisma/client';
import { isDate, parseISO } from 'date-fns';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { AdminService } from './admin.service';
@ -110,7 +117,7 @@ export class AdminController {
name: GATHER_ASSET_PROFILE_PROCESS,
opts: {
...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
jobId: `${dataSource}-${symbol}}`
jobId: getAssetProfileIdentifier({ dataSource, symbol })
}
};
})
@ -146,7 +153,7 @@ export class AdminController {
name: GATHER_ASSET_PROFILE_PROCESS,
opts: {
...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
jobId: `${dataSource}-${symbol}}`
jobId: getAssetProfileIdentifier({ dataSource, symbol })
}
};
})
@ -179,7 +186,7 @@ export class AdminController {
name: GATHER_ASSET_PROFILE_PROCESS,
opts: {
...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
jobId: `${dataSource}-${symbol}}`
jobId: getAssetProfileIdentifier({ dataSource, symbol })
}
});
}
@ -226,7 +233,7 @@ export class AdminController {
);
}
const date = new Date(dateString);
const date = parseISO(dateString);
if (!isDate(date)) {
throw new HttpException(
@ -245,7 +252,12 @@ export class AdminController {
@Get('market-data')
@UseGuards(AuthGuard('jwt'))
public async getMarketData(
@Query('assetSubClasses') filterByAssetSubClasses?: string
@Query('assetSubClasses') filterByAssetSubClasses?: string,
@Query('presetId') presetId?: MarketDataPreset,
@Query('skip') skip?: number,
@Query('sortColumn') sortColumn?: string,
@Query('sortDirection') sortDirection?: Prisma.SortOrder,
@Query('take') take?: number
): Promise<AdminMarketData> {
if (
!hasPermission(
@ -270,7 +282,14 @@ export class AdminController {
})
];
return this.adminService.getMarketData(filters);
return this.adminService.getMarketData({
filters,
presetId,
sortColumn,
sortDirection,
skip: isNaN(skip) ? undefined : skip,
take: isNaN(take) ? undefined : take
});
}
@Get('market-data/:dataSource/:symbol')
@ -314,12 +333,13 @@ export class AdminController {
);
}
const date = new Date(dateString);
const date = parseISO(dateString);
return this.marketDataService.updateMarketData({
data: { ...data, dataSource },
data: { marketPrice: data.marketPrice, state: 'CLOSE' },
where: {
date_symbol: {
dataSource_date_symbol: {
dataSource,
date,
symbol
}
@ -327,6 +347,28 @@ export class AdminController {
});
}
@Post('profile-data/:dataSource/:symbol')
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInRequestInterceptor)
public async addProfileData(
@Param('dataSource') dataSource: DataSource,
@Param('symbol') symbol: string
): Promise<SymbolProfile | never> {
if (
!hasPermission(
this.request.user.permissions,
permissions.accessAdminControl
)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.adminService.addAssetProfile({ dataSource, symbol });
}
@Delete('profile-data/:dataSource/:symbol')
@UseGuards(AuthGuard('jwt'))
public async deleteProfileData(

View File

@ -1,12 +1,12 @@
import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { AdminController } from './admin.controller';

View File

@ -1,11 +1,17 @@
import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import {
DEFAULT_CURRENCY,
PROPERTY_CURRENCIES,
PROPERTY_IS_READ_ONLY_MODE,
PROPERTY_IS_USER_SIGNUP_ENABLED
} from '@ghostfolio/common/config';
import {
AdminData,
AdminMarketData,
@ -14,25 +20,55 @@ import {
Filter,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { AssetSubClass, Prisma, Property } from '@prisma/client';
import { MarketDataPreset } from '@ghostfolio/common/types';
import { BadRequestException, Injectable } from '@nestjs/common';
import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
import { differenceInDays } from 'date-fns';
import { groupBy } from 'lodash';
@Injectable()
export class AdminService {
private baseCurrency: string;
public constructor(
private readonly configurationService: ConfigurationService,
private readonly dataProviderService: DataProviderService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly marketDataService: MarketDataService,
private readonly prismaService: PrismaService,
private readonly propertyService: PropertyService,
private readonly subscriptionService: SubscriptionService,
private readonly symbolProfileService: SymbolProfileService
) {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
) {}
public async addAssetProfile({
dataSource,
symbol
}: UniqueAsset): Promise<SymbolProfile | never> {
try {
const assetProfiles = await this.dataProviderService.getAssetProfiles([
{ dataSource, symbol }
]);
if (!assetProfiles[symbol]?.currency) {
throw new BadRequestException(
`Asset profile not found for ${symbol} (${dataSource})`
);
}
return await this.symbolProfileService.add(
assetProfiles[symbol] as Prisma.SymbolProfileCreateInput
);
} catch (error) {
if (
error instanceof Prisma.PrismaClientKnownRequestError &&
error.code === 'P2002'
) {
throw new BadRequestException(
`Asset profile of ${symbol} (${dataSource}) already exists`
);
}
throw error;
}
}
public async deleteProfileData({ dataSource, symbol }: UniqueAsset) {
@ -45,15 +81,15 @@ export class AdminService {
exchangeRates: this.exchangeRateDataService
.getCurrencies()
.filter((currency) => {
return currency !== this.baseCurrency;
return currency !== DEFAULT_CURRENCY;
})
.map((currency) => {
return {
label1: this.baseCurrency,
label1: DEFAULT_CURRENCY,
label2: currency,
value: this.exchangeRateDataService.toCurrency(
1,
this.baseCurrency,
DEFAULT_CURRENCY,
currency
)
};
@ -65,9 +101,34 @@ export class AdminService {
};
}
public async getMarketData(filters?: Filter[]): Promise<AdminMarketData> {
public async getMarketData({
filters,
presetId,
sortColumn,
sortDirection,
skip,
take = Number.MAX_SAFE_INTEGER
}: {
filters?: Filter[];
presetId?: MarketDataPreset;
skip?: number;
sortColumn?: string;
sortDirection?: Prisma.SortOrder;
take?: number;
}): Promise<AdminMarketData> {
let orderBy: Prisma.Enumerable<Prisma.SymbolProfileOrderByWithRelationInput> =
[{ symbol: 'asc' }];
const where: Prisma.SymbolProfileWhereInput = {};
if (presetId === 'CURRENCIES') {
return this.getMarketDataForCurrencies();
} else if (
presetId === 'ETF_WITHOUT_COUNTRIES' ||
presetId === 'ETF_WITHOUT_SECTORS'
) {
filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
}
const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
filters,
(filter) => {
@ -75,42 +136,33 @@ export class AdminService {
}
);
const marketData = await this.prismaService.marketData.groupBy({
const marketDataItems = await this.prismaService.marketData.groupBy({
_count: true,
by: ['dataSource', 'symbol']
});
let currencyPairsToGather: AdminMarketDataItem[] = [];
if (filtersByAssetSubClass) {
where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
} else {
currencyPairsToGather = this.exchangeRateDataService
.getCurrencyPairs()
.map(({ dataSource, symbol }) => {
const marketDataItemCount =
marketData.find((marketDataItem) => {
return (
marketDataItem.dataSource === dataSource &&
marketDataItem.symbol === symbol
);
})?._count ?? 0;
return {
dataSource,
marketDataItemCount,
symbol,
assetClass: 'CASH',
countriesCount: 0,
sectorsCount: 0
};
});
}
const symbolProfilesToGather: AdminMarketDataItem[] = (
await this.prismaService.symbolProfile.findMany({
if (sortColumn) {
orderBy = [{ [sortColumn]: sortDirection }];
if (sortColumn === 'activitiesCount') {
orderBy = {
Order: {
_count: sortDirection
}
};
}
}
let [assetProfiles, count] = await Promise.all([
this.prismaService.symbolProfile.findMany({
orderBy,
skip,
take,
where,
orderBy: [{ symbol: 'asc' }],
select: {
_count: {
select: { Order: true }
@ -129,38 +181,64 @@ export class AdminService {
sectors: true,
symbol: true
}
})
).map((symbolProfile) => {
const countriesCount = symbolProfile.countries
? Object.keys(symbolProfile.countries).length
: 0;
const marketDataItemCount =
marketData.find((marketDataItem) => {
return (
marketDataItem.dataSource === symbolProfile.dataSource &&
marketDataItem.symbol === symbolProfile.symbol
);
})?._count ?? 0;
const sectorsCount = symbolProfile.sectors
? Object.keys(symbolProfile.sectors).length
: 0;
}),
this.prismaService.symbolProfile.count({ where })
]);
return {
countriesCount,
marketDataItemCount,
sectorsCount,
activitiesCount: symbolProfile._count.Order,
assetClass: symbolProfile.assetClass,
assetSubClass: symbolProfile.assetSubClass,
comment: symbolProfile.comment,
dataSource: symbolProfile.dataSource,
date: symbolProfile.Order?.[0]?.date,
symbol: symbolProfile.symbol
};
});
let marketData = assetProfiles.map(
({
_count,
assetClass,
assetSubClass,
comment,
countries,
dataSource,
Order,
sectors,
symbol
}) => {
const countriesCount = countries ? Object.keys(countries).length : 0;
const marketDataItemCount =
marketDataItems.find((marketDataItem) => {
return (
marketDataItem.dataSource === dataSource &&
marketDataItem.symbol === symbol
);
})?._count ?? 0;
const sectorsCount = sectors ? Object.keys(sectors).length : 0;
return {
assetClass,
assetSubClass,
comment,
countriesCount,
dataSource,
symbol,
marketDataItemCount,
sectorsCount,
activitiesCount: _count.Order,
date: Order?.[0]?.date
};
}
);
if (presetId) {
if (presetId === 'ETF_WITHOUT_COUNTRIES') {
marketData = marketData.filter(({ countriesCount }) => {
return countriesCount === 0;
});
} else if (presetId === 'ETF_WITHOUT_SECTORS') {
marketData = marketData.filter(({ sectorsCount }) => {
return sectorsCount === 0;
});
}
count = marketData.length;
}
return {
marketData: [...currencyPairsToGather, ...symbolProfilesToGather]
count,
marketData
};
}
@ -198,12 +276,14 @@ export class AdminService {
public async patchAssetProfileData({
comment,
dataSource,
scraperConfiguration,
symbol,
symbolMapping
}: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
await this.symbolProfileService.updateSymbolProfile({
comment,
dataSource,
scraperConfiguration,
symbol,
symbolMapping
});
@ -227,13 +307,45 @@ export class AdminService {
response = await this.propertyService.delete({ key });
}
if (key === PROPERTY_CURRENCIES) {
if (key === PROPERTY_IS_READ_ONLY_MODE && value === 'true') {
await this.putSetting(PROPERTY_IS_USER_SIGNUP_ENABLED, 'false');
} else if (key === PROPERTY_CURRENCIES) {
await this.exchangeRateDataService.initialize();
}
return response;
}
private async getMarketDataForCurrencies(): Promise<AdminMarketData> {
const marketDataItems = await this.prismaService.marketData.groupBy({
_count: true,
by: ['dataSource', 'symbol']
});
const marketData: AdminMarketDataItem[] = this.exchangeRateDataService
.getCurrencyPairs()
.map(({ dataSource, symbol }) => {
const marketDataItemCount =
marketDataItems.find((marketDataItem) => {
return (
marketDataItem.dataSource === dataSource &&
marketDataItem.symbol === symbol
);
})?._count ?? 0;
return {
dataSource,
marketDataItemCount,
symbol,
assetClass: 'CASH',
countriesCount: 0,
sectorsCount: 0
};
});
return { marketData, count: marketData.length };
}
private async getUsersWithAnalytics(): Promise<AdminData['users']> {
let orderBy: any = {
createdAt: 'desc'

View File

@ -1,4 +1,4 @@
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { Module } from '@nestjs/common';
import { QueueController } from './queue.controller';

View File

@ -4,7 +4,7 @@ import {
} from '@ghostfolio/common/config';
import { AdminJobs } from '@ghostfolio/common/interfaces';
import { InjectQueue } from '@nestjs/bull';
import { Injectable, Logger } from '@nestjs/common';
import { Injectable } from '@nestjs/common';
import { JobStatus, Queue } from 'bull';
@Injectable()
@ -23,14 +23,11 @@ export class QueueService {
}: {
status?: JobStatus[];
}) {
const jobs = await this.dataGatheringQueue.getJobs(status);
for (const job of jobs) {
try {
await job.remove();
} catch (error) {
Logger.warn(error, 'QueueService');
}
for (const statusItem of status) {
await this.dataGatheringQueue.clean(
300,
statusItem === 'waiting' ? 'wait' : statusItem
);
}
}
@ -44,18 +41,23 @@ export class QueueService {
const jobs = await this.dataGatheringQueue.getJobs(status);
const jobsWithState = await Promise.all(
jobs.slice(0, limit).map(async (job) => {
return {
attemptsMade: job.attemptsMade + 1,
data: job.data,
finishedOn: job.finishedOn,
id: job.id,
name: job.name,
stacktrace: job.stacktrace,
state: await job.getState(),
timestamp: job.timestamp
};
})
jobs
.filter((job) => {
return job;
})
.slice(0, limit)
.map(async (job) => {
return {
attemptsMade: job.attemptsMade + 1,
data: job.data,
finishedOn: job.finishedOn,
id: job.id,
name: job.name,
stacktrace: job.stacktrace,
state: await job.getState(),
timestamp: job.timestamp
};
})
);
return {

View File

@ -1,3 +1,4 @@
import { Prisma } from '@prisma/client';
import { IsObject, IsOptional, IsString } from 'class-validator';
export class UpdateAssetProfileDto {
@ -5,6 +6,10 @@ export class UpdateAssetProfileDto {
@IsOptional()
comment?: string;
@IsObject()
@IsOptional()
scraperConfiguration?: Prisma.InputJsonObject;
@IsObject()
@IsOptional()
symbolMapping?: {

View File

@ -1,4 +1,4 @@
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { Controller } from '@nestjs/common';
@Controller()

View File

@ -1,18 +1,23 @@
import { join } from 'path';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { CronService } from '@ghostfolio/api/services/cron.service';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { TwitterBotModule } from '@ghostfolio/api/services/twitter-bot/twitter-bot.module';
import {
DEFAULT_LANGUAGE_CODE,
SUPPORTED_LANGUAGE_CODES
} from '@ghostfolio/common/config';
import { BullModule } from '@nestjs/bull';
import { MiddlewareConsumer, Module, RequestMethod } from '@nestjs/common';
import { Module } from '@nestjs/common';
import { ConfigModule } from '@nestjs/config';
import { ScheduleModule } from '@nestjs/schedule';
import { ServeStaticModule } from '@nestjs/serve-static';
import { StatusCodes } from 'http-status-codes';
import { ConfigurationModule } from '../services/configuration.module';
import { CronService } from '../services/cron.service';
import { DataGatheringModule } from '../services/data-gathering.module';
import { DataProviderModule } from '../services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '../services/exchange-rate-data.module';
import { PrismaModule } from '../services/prisma.module';
import { TwitterBotModule } from '../services/twitter-bot/twitter-bot.module';
import { AccessModule } from './access/access.module';
import { AccountModule } from './account/account.module';
import { AdminModule } from './admin/admin.module';
@ -23,13 +28,15 @@ import { BenchmarkModule } from './benchmark/benchmark.module';
import { CacheModule } from './cache/cache.module';
import { ExchangeRateModule } from './exchange-rate/exchange-rate.module';
import { ExportModule } from './export/export.module';
import { FrontendMiddleware } from './frontend.middleware';
import { HealthModule } from './health/health.module';
import { ImportModule } from './import/import.module';
import { InfoModule } from './info/info.module';
import { LogoModule } from './logo/logo.module';
import { OrderModule } from './order/order.module';
import { PlatformModule } from './platform/platform.module';
import { PortfolioModule } from './portfolio/portfolio.module';
import { RedisCacheModule } from './redis-cache/redis-cache.module';
import { SitemapModule } from './sitemap/sitemap.module';
import { SubscriptionModule } from './subscription/subscription.module';
import { SymbolModule } from './symbol/symbol.module';
import { UserModule } from './user/user.module';
@ -57,28 +64,41 @@ import { UserModule } from './user/user.module';
ExchangeRateModule,
ExchangeRateDataModule,
ExportModule,
HealthModule,
ImportModule,
InfoModule,
LogoModule,
OrderModule,
PlatformModule,
PortfolioModule,
PrismaModule,
RedisCacheModule,
ScheduleModule.forRoot(),
ServeStaticModule.forRoot({
serveStaticOptions: {
/*etag: false // Disable etag header to fix PWA
setHeaders: (res, path) => {
if (path.includes('ngsw.json')) {
// Disable cache (https://stackoverflow.com/questions/22632593/how-to-disable-webpage-caching-in-expressjs-nodejs/39775595)
// https://gertjans.home.xs4all.nl/javascript/cache-control.html#no-cache
res.set('Cache-Control', 'no-cache, no-store, must-revalidate');
}
}*/
},
exclude: ['/api*', '/sitemap.xml'],
rootPath: join(__dirname, '..', 'client'),
exclude: ['/api*']
serveStaticOptions: {
setHeaders: (res) => {
if (res.req?.path === '/') {
let languageCode = DEFAULT_LANGUAGE_CODE;
try {
const code = res.req.headers['accept-language']
.split(',')[0]
.split('-')[0];
if (SUPPORTED_LANGUAGE_CODES.includes(code)) {
languageCode = code;
}
} catch {}
res.set('Location', `/${languageCode}`);
res.statusCode = StatusCodes.MOVED_PERMANENTLY;
}
}
}
}),
SitemapModule,
SubscriptionModule,
SymbolModule,
TwitterBotModule,
@ -87,10 +107,4 @@ import { UserModule } from './user/user.module';
controllers: [AppController],
providers: [CronService]
})
export class AppModule {
configure(consumer: MiddlewareConsumer) {
consumer
.apply(FrontendMiddleware)
.forRoutes({ path: '*', method: RequestMethod.ALL });
}
}
export class AppModule {}

View File

@ -1,7 +1,7 @@
import { AuthDeviceController } from '@ghostfolio/api/app/auth-device/auth-device.controller';
import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { JwtModule } from '@nestjs/jwt';

View File

@ -1,5 +1,5 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { Injectable } from '@nestjs/common';
import { AuthDevice, Prisma } from '@prisma/client';

View File

@ -1,5 +1,5 @@
import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { OAuthResponse } from '@ghostfolio/common/interfaces';
import {
@ -41,9 +41,8 @@ export class AuthController {
@Param('accessToken') accessToken: string
): Promise<OAuthResponse> {
try {
const authToken = await this.authService.validateAnonymousLogin(
accessToken
);
const authToken =
await this.authService.validateAnonymousLogin(accessToken);
return { authToken };
} catch {
throw new HttpException(

View File

@ -2,8 +2,8 @@ import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.s
import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
import { UserModule } from '@ghostfolio/api/app/user/user.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { Module } from '@nestjs/common';
import { JwtModule } from '@nestjs/jwt';

View File

@ -1,5 +1,5 @@
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { Injectable, InternalServerErrorException } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
@ -55,7 +55,7 @@ export class AuthService {
const isUserSignupEnabled =
await this.propertyService.isUserSignupEnabled();
if (!isUserSignupEnabled) {
if (!isUserSignupEnabled || true) {
throw new Error('Sign up forbidden');
}

View File

@ -1,4 +1,4 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { Injectable, Logger } from '@nestjs/common';
import { PassportStrategy } from '@nestjs/passport';
import { Provider } from '@prisma/client';

View File

@ -1,6 +1,6 @@
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { HEADER_KEY_TIMEZONE } from '@ghostfolio/common/config';
import { Injectable, UnauthorizedException } from '@nestjs/common';
import { PassportStrategy } from '@nestjs/passport';

View File

@ -1,7 +1,7 @@
import { AuthDeviceDto } from '@ghostfolio/api/app/auth-device/auth-device.dto';
import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Inject,

View File

@ -1,24 +1,36 @@
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 {
import type {
BenchmarkMarketDataDetails,
BenchmarkResponse
BenchmarkResponse,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Body,
Controller,
Get,
HttpException,
Inject,
Param,
Post,
UseGuards,
UseInterceptors
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { DataSource } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { BenchmarkService } from './benchmark.service';
@Controller('benchmark')
export class BenchmarkController {
public constructor(private readonly benchmarkService: BenchmarkService) {}
public constructor(
private readonly benchmarkService: BenchmarkService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@Get()
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@ -45,4 +57,41 @@ export class BenchmarkController {
symbol
});
}
@Post()
@UseGuards(AuthGuard('jwt'))
public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
if (
!hasPermission(
this.request.user.permissions,
permissions.accessAdminControl
)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
try {
const benchmark = await this.benchmarkService.addBenchmark({
dataSource,
symbol
});
if (!benchmark) {
throw new HttpException(
getReasonPhrase(StatusCodes.NOT_FOUND),
StatusCodes.NOT_FOUND
);
}
return benchmark;
} catch {
throw new HttpException(
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
StatusCodes.INTERNAL_SERVER_ERROR
);
}
}
}

View File

@ -1,10 +1,11 @@
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { BenchmarkController } from './benchmark.controller';
@ -17,6 +18,7 @@ import { BenchmarkService } from './benchmark.service';
ConfigurationModule,
DataProviderModule,
MarketDataModule,
PrismaModule,
PropertyModule,
RedisCacheModule,
SymbolModule,

View File

@ -4,7 +4,15 @@ describe('BenchmarkService', () => {
let benchmarkService: BenchmarkService;
beforeAll(async () => {
benchmarkService = new BenchmarkService(null, null, null, null, null, null);
benchmarkService = new BenchmarkService(
null,
null,
null,
null,
null,
null,
null
);
});
it('calculateChangeInPercentage', async () => {

View File

@ -1,9 +1,10 @@
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import {
MAX_CHART_ITEMS,
PROPERTY_BENCHMARKS
@ -11,6 +12,7 @@ import {
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
BenchmarkMarketDataDetails,
BenchmarkProperty,
BenchmarkResponse,
UniqueAsset
} from '@ghostfolio/common/interfaces';
@ -18,6 +20,7 @@ import { Injectable } from '@nestjs/common';
import { SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { format } from 'date-fns';
import { uniqBy } from 'lodash';
import ms from 'ms';
@Injectable()
@ -27,6 +30,7 @@ export class BenchmarkService {
public constructor(
private readonly dataProviderService: DataProviderService,
private readonly marketDataService: MarketDataService,
private readonly prismaService: PrismaService,
private readonly propertyService: PropertyService,
private readonly redisCacheService: RedisCacheService,
private readonly symbolProfileService: SymbolProfileService,
@ -62,11 +66,11 @@ export class BenchmarkService {
const promises: Promise<number>[] = [];
const quotes = await this.dataProviderService.getQuotes(
benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
const quotes = await this.dataProviderService.getQuotes({
items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
return { dataSource, symbol };
})
);
});
for (const { dataSource, symbol } of benchmarkAssetProfiles) {
promises.push(this.marketDataService.getMax({ dataSource, symbol }));
@ -116,9 +120,9 @@ export class BenchmarkService {
public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
const symbolProfileIds: string[] = (
((await this.propertyService.getByKey(PROPERTY_BENCHMARKS)) as {
symbolProfileId: string;
}[]) ?? []
((await this.propertyService.getByKey(
PROPERTY_BENCHMARKS
)) as BenchmarkProperty[]) ?? []
).map(({ symbolProfileId }) => {
return symbolProfileId;
});
@ -204,6 +208,43 @@ export class BenchmarkService {
return response;
}
public async addBenchmark({
dataSource,
symbol
}: UniqueAsset): Promise<Partial<SymbolProfile>> {
const assetProfile = await this.prismaService.symbolProfile.findFirst({
where: {
dataSource,
symbol
}
});
if (!assetProfile) {
return;
}
let benchmarks =
((await this.propertyService.getByKey(
PROPERTY_BENCHMARKS
)) as BenchmarkProperty[]) ?? [];
benchmarks.push({ symbolProfileId: assetProfile.id });
benchmarks = uniqBy(benchmarks, 'symbolProfileId');
await this.propertyService.put({
key: PROPERTY_BENCHMARKS,
value: JSON.stringify(benchmarks)
});
return {
dataSource,
symbol,
id: assetProfile.id,
name: assetProfile.name
};
}
private getMarketCondition(aPerformanceInPercent: number) {
return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
}

View File

@ -1,10 +1,10 @@
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { CacheController } from './cache.controller';

View File

@ -7,6 +7,7 @@ import {
UseGuards
} from '@nestjs/common';
import { AuthGuard } from '@nestjs/passport';
import { parseISO } from 'date-fns';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { ExchangeRateService } from './exchange-rate.service';
@ -23,7 +24,7 @@ export class ExchangeRateController {
@Param('dateString') dateString: string,
@Param('symbol') symbol: string
): Promise<IDataProviderHistoricalResponse> {
const date = new Date(dateString);
const date = parseISO(dateString);
const exchangeRate = await this.exchangeRateService.getExchangeRate({
date,

View File

@ -1,4 +1,4 @@
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { Module } from '@nestjs/common';
import { ExchangeRateController } from './exchange-rate.controller';

View File

@ -1,4 +1,4 @@
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { Injectable } from '@nestjs/common';
@Injectable()

View File

@ -1,8 +1,9 @@
import { AccountModule } from '@ghostfolio/api/app/account/account.module';
import { OrderModule } from '@ghostfolio/api/app/order/order.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { Module } from '@nestjs/common';
import { ExportController } from './export.controller';
@ -10,10 +11,11 @@ import { ExportService } from './export.service';
@Module({
imports: [
AccountModule,
ConfigurationModule,
DataGatheringModule,
DataProviderModule,
PrismaModule,
OrderModule,
RedisCacheModule
],
controllers: [ExportController],

View File

@ -1,11 +1,15 @@
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { environment } from '@ghostfolio/api/environments/environment';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { Export } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
@Injectable()
export class ExportService {
public constructor(private readonly prismaService: PrismaService) {}
public constructor(
private readonly accountService: AccountService,
private readonly orderService: OrderService
) {}
public async export({
activityIds,
@ -14,35 +18,30 @@ export class ExportService {
activityIds?: string[];
userId: string;
}): Promise<Export> {
const accounts = await this.prismaService.account.findMany({
orderBy: {
name: 'asc'
},
select: {
accountType: true,
balance: true,
currency: true,
id: true,
isExcluded: true,
name: true,
platformId: true
},
where: { userId }
});
const accounts = (
await this.accountService.accounts({
orderBy: {
name: 'asc'
},
where: { userId }
})
).map(
({ balance, comment, currency, id, isExcluded, name, platformId }) => {
return {
balance,
comment,
currency,
id,
isExcluded,
name,
platformId
};
}
);
let activities = await this.prismaService.order.findMany({
let activities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
select: {
accountId: true,
comment: true,
date: true,
fee: true,
id: true,
quantity: true,
SymbolProfile: true,
type: true,
unitPrice: true
},
where: { userId }
});
@ -78,7 +77,13 @@ export class ExportService {
currency: SymbolProfile.currency,
dataSource: SymbolProfile.dataSource,
date: date.toISOString(),
symbol: type === 'ITEM' ? SymbolProfile.name : SymbolProfile.symbol
symbol:
type === 'FEE' ||
type === 'INTEREST' ||
type === 'ITEM' ||
type === 'LIABILITY'
? SymbolProfile.name
: SymbolProfile.symbol
};
}
)

View File

@ -1,205 +0,0 @@
import * as fs from 'fs';
import * as path from 'path';
import { environment } from '@ghostfolio/api/environments/environment';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { Injectable, NestMiddleware } from '@nestjs/common';
import { format } from 'date-fns';
import { NextFunction, Request, Response } from 'express';
@Injectable()
export class FrontendMiddleware implements NestMiddleware {
public indexHtmlDe = '';
public indexHtmlEn = '';
public indexHtmlEs = '';
public indexHtmlFr = '';
public indexHtmlIt = '';
public indexHtmlNl = '';
public indexHtmlPt = '';
public constructor(
private readonly configurationService: ConfigurationService
) {
try {
this.indexHtmlDe = fs.readFileSync(
this.getPathOfIndexHtmlFile('de'),
'utf8'
);
this.indexHtmlEn = fs.readFileSync(
this.getPathOfIndexHtmlFile(DEFAULT_LANGUAGE_CODE),
'utf8'
);
this.indexHtmlEs = fs.readFileSync(
this.getPathOfIndexHtmlFile('es'),
'utf8'
);
this.indexHtmlFr = fs.readFileSync(
this.getPathOfIndexHtmlFile('fr'),
'utf8'
);
this.indexHtmlIt = fs.readFileSync(
this.getPathOfIndexHtmlFile('it'),
'utf8'
);
this.indexHtmlNl = fs.readFileSync(
this.getPathOfIndexHtmlFile('nl'),
'utf8'
);
this.indexHtmlPt = fs.readFileSync(
this.getPathOfIndexHtmlFile('pt'),
'utf8'
);
} catch {}
}
public use(request: Request, response: Response, next: NextFunction) {
const currentDate = format(new Date(), DATE_FORMAT);
let featureGraphicPath = 'assets/cover.png';
let title = 'Ghostfolio Open Source Wealth Management Software';
if (request.path.startsWith('/en/blog/2022/08/500-stars-on-github')) {
featureGraphicPath = 'assets/images/blog/500-stars-on-github.jpg';
title = `500 Stars - ${title}`;
} else if (request.path.startsWith('/en/blog/2022/10/hacktoberfest-2022')) {
featureGraphicPath = 'assets/images/blog/hacktoberfest-2022.png';
title = `Hacktoberfest 2022 - ${title}`;
} else if (request.path.startsWith('/en/blog/2022/11/black-friday-2022')) {
featureGraphicPath = 'assets/images/blog/black-friday-2022.jpg';
title = `Black Friday 2022 - ${title}`;
} else if (
request.path.startsWith(
'/en/blog/2022/12/the-importance-of-tracking-your-personal-finances'
)
) {
featureGraphicPath = 'assets/images/blog/20221226.jpg';
title = `The importance of tracking your personal finances - ${title}`;
} else if (
request.path.startsWith(
'/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt'
)
) {
featureGraphicPath = 'assets/images/blog/ghostfolio-x-sackgeld.png';
title = `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`;
} else if (
request.path.startsWith('/en/blog/2023/02/ghostfolio-meets-umbrel')
) {
featureGraphicPath = 'assets/images/blog/ghostfolio-x-umbrel.png';
title = `Ghostfolio meets Umbrel - ${title}`;
} else if (
request.path.startsWith(
'/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github'
)
) {
featureGraphicPath = 'assets/images/blog/1000-stars-on-github.jpg';
title = `Ghostfolio reaches 1000 Stars on GitHub - ${title}`;
}
if (
request.path.startsWith('/api/') ||
this.isFileRequest(request.url) ||
!environment.production
) {
// Skip
next();
} else if (request.path === '/de' || request.path.startsWith('/de/')) {
response.send(
this.interpolate(this.indexHtmlDe, {
currentDate,
featureGraphicPath,
title,
languageCode: 'de',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (request.path === '/es' || request.path.startsWith('/es/')) {
response.send(
this.interpolate(this.indexHtmlEs, {
currentDate,
featureGraphicPath,
title,
languageCode: 'es',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (request.path === '/fr' || request.path.startsWith('/fr/')) {
response.send(
this.interpolate(this.indexHtmlFr, {
featureGraphicPath,
languageCode: 'fr',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (request.path === '/it' || request.path.startsWith('/it/')) {
response.send(
this.interpolate(this.indexHtmlIt, {
currentDate,
featureGraphicPath,
title,
languageCode: 'it',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (request.path === '/nl' || request.path.startsWith('/nl/')) {
response.send(
this.interpolate(this.indexHtmlNl, {
currentDate,
featureGraphicPath,
title,
languageCode: 'nl',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else if (request.path === '/pt' || request.path.startsWith('/pt/')) {
response.send(
this.interpolate(this.indexHtmlPt, {
featureGraphicPath,
languageCode: 'pt',
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
} else {
response.send(
this.interpolate(this.indexHtmlEn, {
currentDate,
featureGraphicPath,
title,
languageCode: DEFAULT_LANGUAGE_CODE,
path: request.path,
rootUrl: this.configurationService.get('ROOT_URL')
})
);
}
}
private getPathOfIndexHtmlFile(aLocale: string) {
return path.join(__dirname, '..', 'client', aLocale, 'index.html');
}
private interpolate(template: string, context: any) {
return template.replace(/[$]{([^}]+)}/g, (_, objectPath) => {
const properties = objectPath.split('.');
return properties.reduce(
(previous, current) => previous?.[current],
context
);
});
}
private isFileRequest(filename: string) {
if (filename === '/assets/LICENSE') {
return true;
} else if (filename.includes('auth/ey')) {
return false;
}
return filename.split('.').pop() !== filename;
}
}

View File

@ -0,0 +1,56 @@
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
import {
Controller,
Get,
HttpException,
Param,
UseInterceptors
} from '@nestjs/common';
import { DataSource } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { HealthService } from './health.service';
@Controller('health')
export class HealthController {
public constructor(private readonly healthService: HealthService) {}
@Get()
public async getHealth() {}
@Get('data-enhancer/:name')
public async getHealthOfDataEnhancer(@Param('name') name: string) {
const hasResponse =
await this.healthService.hasResponseFromDataEnhancer(name);
if (hasResponse !== true) {
throw new HttpException(
getReasonPhrase(StatusCodes.SERVICE_UNAVAILABLE),
StatusCodes.SERVICE_UNAVAILABLE
);
}
}
@Get('data-provider/:dataSource')
@UseInterceptors(TransformDataSourceInRequestInterceptor)
public async getHealthOfDataProvider(
@Param('dataSource') dataSource: DataSource
) {
if (!DataSource[dataSource]) {
throw new HttpException(
getReasonPhrase(StatusCodes.NOT_FOUND),
StatusCodes.NOT_FOUND
);
}
const hasResponse =
await this.healthService.hasResponseFromDataProvider(dataSource);
if (hasResponse !== true) {
throw new HttpException(
getReasonPhrase(StatusCodes.SERVICE_UNAVAILABLE),
StatusCodes.SERVICE_UNAVAILABLE
);
}
}
}

View File

@ -0,0 +1,14 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { Module } from '@nestjs/common';
import { HealthController } from './health.controller';
import { HealthService } from './health.service';
@Module({
controllers: [HealthController],
imports: [ConfigurationModule, DataEnhancerModule, DataProviderModule],
providers: [HealthService]
})
export class HealthModule {}

View File

@ -0,0 +1,20 @@
import { DataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
@Injectable()
export class HealthService {
public constructor(
private readonly dataEnhancerService: DataEnhancerService,
private readonly dataProviderService: DataProviderService
) {}
public async hasResponseFromDataEnhancer(aName: string) {
return this.dataEnhancerService.enhance(aName);
}
public async hasResponseFromDataProvider(aDataSource: DataSource) {
return this.dataProviderService.checkQuote(aDataSource);
}
}

View File

@ -1,6 +1,6 @@
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 { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { ImportResponse } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
@ -35,6 +35,8 @@ export class ImportController {
@Post()
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async import(
@Body() importData: ImportDataDto,
@Query('dryRun') isDryRun?: boolean

View File

@ -1,19 +1,19 @@
import { AccountModule } from '@ghostfolio/api/app/account/account.module';
import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
import { OrderModule } from '@ghostfolio/api/app/order/order.module';
import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { ImportController } from './import.controller';
import { ImportService } from './import.service';
import { PlatformModule } from '@ghostfolio/api/services/platform/platform.module';
@Module({
controllers: [ImportController],

View File

@ -1,29 +1,39 @@
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import {
Activity,
ActivityError
} from '@ghostfolio/api/app/order/interfaces/activities.interface';
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PlatformService } from '@ghostfolio/api/services/platform/platform.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { parseDate } from '@ghostfolio/common/helper';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import {
DATE_FORMAT,
getAssetProfileIdentifier,
parseDate
} from '@ghostfolio/common/helper';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import {
AccountWithPlatform,
OrderWithAccount
} from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { Prisma, SymbolProfile } from '@prisma/client';
import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { endOfToday, isAfter, isSameDay, parseISO } from 'date-fns';
import { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
import { uniqBy } from 'lodash';
import { v4 as uuidv4 } from 'uuid';
@Injectable()
export class ImportService {
public constructor(
private readonly accountService: AccountService,
private readonly dataGatheringService: DataGatheringService,
private readonly dataProviderService: DataProviderService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly orderService: OrderService,
@ -71,8 +81,25 @@ export class ImportService {
const value = new Big(quantity).mul(marketPrice).toNumber();
const isDuplicate = orders.some((activity) => {
return (
activity.SymbolProfile.currency === assetProfile.currency &&
activity.SymbolProfile.dataSource === assetProfile.dataSource &&
isSameDay(activity.date, parseDate(dateString)) &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === assetProfile.symbol &&
activity.type === 'DIVIDEND' &&
activity.unitPrice === marketPrice
);
});
const error: ActivityError = isDuplicate
? { code: 'IS_DUPLICATE' }
: undefined;
return {
Account,
error,
quantity,
value,
accountId: Account?.id,
@ -130,7 +157,7 @@ export class ImportService {
}
}
}),
this.platformService.get()
this.platformService.getPlatforms()
]);
for (const account of accountsDto) {
@ -182,10 +209,11 @@ export class ImportService {
for (const activity of activitiesDto) {
if (!activity.dataSource) {
if (activity.type === 'ITEM') {
activity.dataSource = 'MANUAL';
if (activity.type === 'ITEM' || activity.type === 'LIABILITY') {
activity.dataSource = DataSource.MANUAL;
} else {
activity.dataSource = this.dataProviderService.getPrimaryDataSource();
activity.dataSource =
this.dataProviderService.getDataSourceForImport();
}
}
@ -199,13 +227,17 @@ export class ImportService {
const assetProfiles = await this.validateActivities({
activitiesDto,
maxActivitiesToImport,
maxActivitiesToImport
});
const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
activitiesDto,
userId
});
const accounts = (await this.accountService.getAccounts(userId)).map(
(account) => {
return { id: account.id, name: account.name };
({ id, name }) => {
return { id, name };
}
);
@ -217,19 +249,47 @@ export class ImportService {
const activities: Activity[] = [];
for (const {
accountId,
comment,
currency,
dataSource,
date: dateString,
fee,
quantity,
symbol,
type,
unitPrice
} of activitiesDto) {
const date = parseISO(<string>(<unknown>dateString));
for (let [
index,
{
accountId,
comment,
date,
error,
fee,
quantity,
SymbolProfile,
type,
unitPrice
}
] of activitiesExtendedWithErrors.entries()) {
const assetProfile = assetProfiles[
getAssetProfileIdentifier({
dataSource: SymbolProfile.dataSource,
symbol: SymbolProfile.symbol
})
] ?? {
currency: SymbolProfile.currency,
dataSource: SymbolProfile.dataSource,
symbol: SymbolProfile.symbol
};
const {
assetClass,
assetSubClass,
countries,
createdAt,
currency,
dataSource,
id,
isin,
name,
scraperConfiguration,
sectors,
symbol,
symbolMapping,
url,
updatedAt
} = assetProfile;
const validatedAccount = accounts.find(({ id }) => {
return id === accountId;
});
@ -240,6 +300,35 @@ export class ImportService {
Account?: { id: string; name: string };
});
if (SymbolProfile.currency !== assetProfile.currency) {
// Convert the unit price and fee to the asset currency if the imported
// activity is in a different currency
unitPrice = await this.exchangeRateDataService.toCurrencyAtDate(
unitPrice,
SymbolProfile.currency,
assetProfile.currency,
date
);
if (!unitPrice) {
throw new Error(
`activities.${index} historical exchange rate at ${format(
date,
DATE_FORMAT
)} is not available from "${SymbolProfile.currency}" to "${
assetProfile.currency
}"`
);
}
fee = await this.exchangeRateDataService.toCurrencyAtDate(
fee,
SymbolProfile.currency,
assetProfile.currency,
date
);
}
if (isDryRun) {
order = {
comment,
@ -255,29 +344,32 @@ export class ImportService {
id: uuidv4(),
isDraft: isAfter(date, endOfToday()),
SymbolProfile: {
assetClass,
assetSubClass,
countries,
createdAt,
currency,
dataSource,
id,
isin,
name,
scraperConfiguration,
sectors,
symbol,
assetClass: null,
assetSubClass: null,
comment: null,
countries: null,
createdAt: undefined,
id: undefined,
isin: null,
name: null,
scraperConfiguration: null,
sectors: null,
symbolMapping: null,
updatedAt: undefined,
url: null,
...assetProfiles[symbol]
symbolMapping,
updatedAt,
url,
comment: assetProfile.comment
},
Account: validatedAccount,
symbolProfileId: undefined,
updatedAt: new Date()
};
} else {
if (error) {
continue;
}
order = await this.orderService.createOrder({
comment,
date,
@ -302,21 +394,24 @@ export class ImportService {
}
}
},
updateAccountBalance: false,
User: { connect: { id: userId } }
});
}
const value = new Big(quantity).mul(unitPrice).toNumber();
//@ts-ignore
activities.push({
...order,
error,
value,
feeInBaseCurrency: this.exchangeRateDataService.toCurrency(
fee,
currency,
userCurrency
),
//@ts-ignore
SymbolProfile: assetProfile,
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
value,
currency,
@ -325,9 +420,109 @@ export class ImportService {
});
}
activities.sort((activity1, activity2) => {
return Number(activity1.date) - Number(activity2.date);
});
if (!isDryRun) {
// Gather symbol data in the background, if not dry run
const uniqueActivities = uniqBy(activities, ({ SymbolProfile }) => {
return getAssetProfileIdentifier({
dataSource: SymbolProfile.dataSource,
symbol: SymbolProfile.symbol
});
});
this.dataGatheringService.gatherSymbols(
uniqueActivities.map(({ date, SymbolProfile }) => {
return {
date,
dataSource: SymbolProfile.dataSource,
symbol: SymbolProfile.symbol
};
})
);
}
return activities;
}
private async extendActivitiesWithErrors({
activitiesDto,
userId
}: {
activitiesDto: Partial<CreateOrderDto>[];
userId: string;
}): Promise<Partial<Activity>[]> {
const existingActivities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
});
return activitiesDto.map(
({
accountId,
comment,
currency,
dataSource,
date: dateString,
fee,
quantity,
symbol,
type,
unitPrice
}) => {
const date = parseISO(<string>(<unknown>dateString));
const isDuplicate = existingActivities.some((activity) => {
return (
activity.SymbolProfile.currency === currency &&
activity.SymbolProfile.dataSource === dataSource &&
isSameDay(activity.date, date) &&
activity.fee === fee &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === symbol &&
activity.type === type &&
activity.unitPrice === unitPrice
);
});
const error: ActivityError = isDuplicate
? { code: 'IS_DUPLICATE' }
: undefined;
return {
accountId,
comment,
date,
error,
fee,
quantity,
type,
unitPrice,
SymbolProfile: {
currency,
dataSource,
symbol,
assetClass: null,
assetSubClass: null,
comment: null,
countries: null,
createdAt: undefined,
id: undefined,
isin: null,
name: null,
scraperConfiguration: null,
sectors: null,
symbolMapping: null,
updatedAt: undefined,
url: null
}
};
}
);
}
private isUniqueAccount(accounts: AccountWithPlatform[]) {
const uniqueAccountIds = new Set<string>();
@ -340,47 +535,30 @@ export class ImportService {
private async validateActivities({
activitiesDto,
maxActivitiesToImport,
userId
maxActivitiesToImport
}: {
activitiesDto: Partial<CreateOrderDto>[];
maxActivitiesToImport: number;
userId: string;
}) {
if (activitiesDto?.length > maxActivitiesToImport) {
throw new Error(`Too many activities (${maxActivitiesToImport} at most)`);
}
const assetProfiles: {
[symbol: string]: Partial<SymbolProfile>;
[assetProfileIdentifier: string]: Partial<SymbolProfile>;
} = {};
const existingActivities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
});
const uniqueActivitiesDto = uniqBy(
activitiesDto,
({ dataSource, symbol }) => {
return getAssetProfileIdentifier({ dataSource, symbol });
}
);
for (const [
index,
{ currency, dataSource, date, fee, quantity, symbol, type, unitPrice }
] of activitiesDto.entries()) {
const duplicateActivity = existingActivities.find((activity) => {
return (
activity.SymbolProfile.currency === currency &&
activity.SymbolProfile.dataSource === dataSource &&
isSameDay(activity.date, parseISO(<string>(<unknown>date))) &&
activity.fee === fee &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === symbol &&
activity.type === type &&
activity.unitPrice === unitPrice
);
});
if (duplicateActivity) {
throw new Error(`activities.${index} is a duplicate activity`);
}
{ currency, dataSource, symbol }
] of uniqueActivitiesDto.entries()) {
if (dataSource !== 'MANUAL') {
const assetProfile = (
await this.dataProviderService.getAssetProfiles([
@ -388,19 +566,26 @@ export class ImportService {
])
)?.[symbol];
if (assetProfile === undefined) {
if (!assetProfile?.name) {
throw new Error(
`activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
);
}
if (assetProfile.currency !== currency) {
if (
assetProfile.currency !== currency &&
!this.exchangeRateDataService.hasCurrencyPair(
currency,
assetProfile.currency
)
) {
throw new Error(
`activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}"`
`activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
);
}
assetProfiles[symbol] = assetProfile;
assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =
assetProfile;
}
}

View File

@ -1,12 +1,14 @@
import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
import { UserModule } from '@ghostfolio/api/app/user/user.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
import { Module } from '@nestjs/common';
import { JwtModule } from '@nestjs/jwt';
@ -26,11 +28,12 @@ import { InfoService } from './info.service';
secret: process.env.JWT_SECRET_KEY,
signOptions: { expiresIn: '30 days' }
}),
PrismaModule,
PlatformModule,
PropertyModule,
RedisCacheModule,
SymbolProfileModule,
TagModule
TagModule,
UserModule
],
providers: [InfoService]
})

View File

@ -1,11 +1,15 @@
import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { UserService } from '@ghostfolio/api/app/user/user.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { TagService } from '@ghostfolio/api/services/tag/tag.service';
import {
DEFAULT_CURRENCY,
DEFAULT_REQUEST_TIMEOUT,
PROPERTY_BETTER_UPTIME_MONITOR_ID,
PROPERTY_COUNTRIES_OF_SUBSCRIBERS,
PROPERTY_DEMO_USER_ID,
PROPERTY_IS_READ_ONLY_MODE,
@ -15,19 +19,22 @@ import {
ghostfolioFearAndGreedIndexDataSource
} from '@ghostfolio/common/config';
import {
DATE_FORMAT,
encodeDataSource,
extractNumberFromString
} from '@ghostfolio/common/helper';
import { InfoItem } from '@ghostfolio/common/interfaces';
import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
import {
InfoItem,
Statistics,
Subscription
} from '@ghostfolio/common/interfaces';
import { permissions } from '@ghostfolio/common/permissions';
import { SubscriptionOffer } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
import * as bent from 'bent';
import * as cheerio from 'cheerio';
import { subDays } from 'date-fns';
import { format, subDays } from 'date-fns';
import got from 'got';
@Injectable()
export class InfoService {
@ -38,18 +45,22 @@ export class InfoService {
private readonly configurationService: ConfigurationService,
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly jwtService: JwtService,
private readonly prismaService: PrismaService,
private readonly platformService: PlatformService,
private readonly propertyService: PropertyService,
private readonly redisCacheService: RedisCacheService,
private readonly tagService: TagService
private readonly tagService: TagService,
private readonly userService: UserService
) {}
public async get(): Promise<InfoItem> {
const info: Partial<InfoItem> = {};
let isReadOnlyMode: boolean;
const platforms = await this.prismaService.platform.findMany({
orderBy: { name: 'asc' },
select: { id: true, name: true }
const platforms = (
await this.platformService.getPlatforms({
orderBy: { name: 'asc' }
})
).map(({ id, name }) => {
return { id, name };
});
let systemMessage: string;
@ -110,29 +121,33 @@ export class InfoService {
globalPermissions.push(permissions.createUserAccount);
}
const [benchmarks, demoAuthToken, statistics, subscriptions, tags] =
await Promise.all([
this.benchmarkService.getBenchmarkAssetProfiles(),
this.getDemoAuthToken(),
this.getStatistics(),
this.getSubscriptions(),
this.tagService.get()
]);
return {
...info,
benchmarks,
demoAuthToken,
globalPermissions,
isReadOnlyMode,
platforms,
statistics,
subscriptions,
systemMessage,
baseCurrency: this.configurationService.get('BASE_CURRENCY'),
benchmarks: await this.benchmarkService.getBenchmarkAssetProfiles(),
currencies: this.exchangeRateDataService.getCurrencies(),
demoAuthToken: await this.getDemoAuthToken(),
statistics: await this.getStatistics(),
subscriptions: await this.getSubscriptions(),
tags: await this.tagService.get()
tags,
baseCurrency: DEFAULT_CURRENCY,
currencies: this.exchangeRateDataService.getCurrencies()
};
}
private async countActiveUsers(aDays: number) {
return await this.prismaService.user.count({
orderBy: {
Analytics: {
updatedAt: 'desc'
}
},
return this.userService.count({
where: {
AND: [
{
@ -154,20 +169,24 @@ 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 abortController = new AbortController();
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
const { pull_count } = await got(
`https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
{
headers: { 'User-Agent': 'request' },
// @ts-ignore
signal: abortController.signal
}
).json<any>();
const { pull_count } = await get();
return pull_count;
} catch (error) {
Logger.error(error, 'InfoService');
Logger.error(error, 'InfoService - DockerHub');
return undefined;
}
@ -175,16 +194,18 @@ export class InfoService {
private async countGitHubContributors(): Promise<number> {
try {
const get = bent(
'https://github.com/ghostfolio/ghostfolio',
'GET',
'string',
200,
{}
);
const abortController = new AbortController();
const html = await get();
const $ = cheerio.load(html);
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
const { body } = await got('https://github.com/ghostfolio/ghostfolio', {
// @ts-ignore
signal: abortController.signal
});
const $ = cheerio.load(body);
return extractNumberFromString(
$(
@ -192,7 +213,7 @@ export class InfoService {
).text()
);
} catch (error) {
Logger.error(error, 'InfoService');
Logger.error(error, 'InfoService - GitHub');
return undefined;
}
@ -200,30 +221,31 @@ export class InfoService {
private async countGitHubStargazers(): Promise<number> {
try {
const get = bent(
`https://api.github.com/repos/ghostfolio/ghostfolio`,
'GET',
'json',
200,
{
'User-Agent': 'request'
}
);
const abortController = new AbortController();
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
const { stargazers_count } = await got(
`https://api.github.com/repos/ghostfolio/ghostfolio`,
{
headers: { 'User-Agent': 'request' },
// @ts-ignore
signal: abortController.signal
}
).json<any>();
const { stargazers_count } = await get();
return stargazers_count;
} catch (error) {
Logger.error(error, 'InfoService');
Logger.error(error, 'InfoService - GitHub');
return undefined;
}
}
private async countNewUsers(aDays: number) {
return await this.prismaService.user.count({
orderBy: {
createdAt: 'desc'
},
return this.userService.count({
where: {
AND: [
{
@ -286,6 +308,7 @@ export class InfoService {
const gitHubContributors = await this.countGitHubContributors();
const gitHubStargazers = await this.countGitHubStargazers();
const slackCommunityUsers = await this.countSlackCommunityUsers();
const uptime = await this.getUptime();
statistics = {
activeUsers1d,
@ -294,7 +317,8 @@ export class InfoService {
gitHubContributors,
gitHubStargazers,
newUsers30d,
slackCommunityUsers
slackCommunityUsers,
uptime
};
await this.redisCacheService.set(
@ -312,10 +336,47 @@ export class InfoService {
return undefined;
}
const stripeConfig = (await this.prismaService.property.findUnique({
where: { key: PROPERTY_STRIPE_CONFIG }
})) ?? { value: '{}' };
return (
((await this.propertyService.getByKey(PROPERTY_STRIPE_CONFIG)) as any) ??
{}
);
}
return JSON.parse(stripeConfig.value);
private async getUptime(): Promise<number> {
{
try {
const monitorId = (await this.propertyService.getByKey(
PROPERTY_BETTER_UPTIME_MONITOR_ID
)) as string;
const abortController = new AbortController();
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
const { data } = await got(
`https://uptime.betterstack.com/api/v2/monitors/${monitorId}/sla?from=${format(
subDays(new Date(), 90),
DATE_FORMAT
)}&to${format(new Date(), DATE_FORMAT)}`,
{
headers: {
Authorization: `Bearer ${this.configurationService.get(
'BETTER_UPTIME_API_KEY'
)}`
},
// @ts-ignore
signal: abortController.signal
}
).json<any>();
return data.attributes.availability / 100;
} catch (error) {
Logger.error(error, 'InfoService - Better Stack');
return undefined;
}
}
}
}

View File

@ -1,5 +1,5 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { LogoController } from './logo.controller';

View File

@ -1,8 +1,9 @@
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { HttpException, Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
import * as bent from 'bent';
import got from 'got';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
@ -41,15 +42,19 @@ export class LogoService {
}
private getBuffer(aUrl: string) {
const get = bent(
const abortController = new AbortController();
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
return got(
`https://t0.gstatic.com/faviconV2?client=SOCIAL&type=FAVICON&fallback_opts=TYPE,SIZE,URL&url=${aUrl}&size=64`,
'GET',
'buffer',
200,
{
'User-Agent': 'request'
headers: { 'User-Agent': 'request' },
// @ts-ignore
signal: abortController.signal
}
);
return get();
).buffer();
}
}

View File

@ -8,6 +8,7 @@ import {
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsArray,
IsBoolean,
IsEnum,
IsISO8601,
IsNumber,
@ -64,4 +65,8 @@ export class CreateOrderDto {
@IsNumber()
unitPrice: number;
@IsBoolean()
@IsOptional()
updateAccountBalance?: boolean;
}

View File

@ -5,7 +5,14 @@ export interface Activities {
}
export interface Activity extends OrderWithAccount {
error?: ActivityError;
feeInBaseCurrency: number;
updateAccountBalance?: boolean;
value: number;
valueInBaseCurrency: number;
}
export interface ActivityError {
code: 'IS_DUPLICATE';
message?: string;
}

View File

@ -2,7 +2,8 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { ApiService } from '@ghostfolio/api/services/api/api.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
@ -36,11 +37,29 @@ import { UpdateOrderDto } from './update-order.dto';
export class OrderController {
public constructor(
private readonly apiService: ApiService,
private readonly dataGatheringService: DataGatheringService,
private readonly impersonationService: ImpersonationService,
private readonly orderService: OrderService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@Delete()
@UseGuards(AuthGuard('jwt'))
public async deleteOrders(): Promise<number> {
if (
!hasPermission(this.request.user.permissions, permissions.deleteOrder)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.orderService.deleteOrders({
userId: this.request.user.id
});
}
@Delete(':id')
@UseGuards(AuthGuard('jwt'))
public async deleteOrder(@Param('id') id: string): Promise<OrderModel> {
@ -79,10 +98,7 @@ export class OrderController {
});
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
await this.impersonationService.validateImpersonationId(impersonationId);
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const activities = await this.orderService.getOrders({
@ -109,7 +125,7 @@ export class OrderController {
);
}
return this.orderService.createOrder({
const order = await this.orderService.createOrder({
...data,
date: parseISO(data.date),
SymbolProfile: {
@ -130,6 +146,19 @@ export class OrderController {
User: { connect: { id: this.request.user.id } },
userId: this.request.user.id
});
if (!order.isDraft) {
// Gather symbol data in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: data.dataSource,
date: order.date,
symbol: data.symbol
}
]);
}
return order;
}
@Put(':id')

View File

@ -2,14 +2,15 @@ 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 { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
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 { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { OrderController } from './order.controller';
@ -31,6 +32,6 @@ import { OrderService } from './order.service';
SymbolProfileModule,
UserModule
],
providers: [AccountService, OrderService]
providers: [AccountBalanceService, AccountService, OrderService]
})
export class OrderModule {}

View File

@ -1,12 +1,13 @@
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import {
GATHER_ASSET_PROFILE_PROCESS,
GATHER_ASSET_PROFILE_PROCESS_OPTIONS
} from '@ghostfolio/common/config';
import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
import { Filter } from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
@ -73,6 +74,7 @@ export class OrderService {
dataSource?: DataSource;
symbol?: string;
tags?: Tag[];
updateAccountBalance?: boolean;
userId: string;
}
): Promise<Order> {
@ -89,12 +91,21 @@ export class OrderService {
};
}
const accountId = data.accountId;
let currency = data.currency;
const tags = data.tags ?? [];
const updateAccountBalance = data.updateAccountBalance ?? false;
const userId = data.userId;
if (data.type === 'ITEM') {
if (
data.type === 'FEE' ||
data.type === 'INTEREST' ||
data.type === 'ITEM' ||
data.type === 'LIABILITY'
) {
const assetClass = data.assetClass;
const assetSubClass = data.assetSubClass;
const currency = data.SymbolProfile.connectOrCreate.create.currency;
currency = data.SymbolProfile.connectOrCreate.create.currency;
const dataSource: DataSource = 'MANUAL';
const id = uuidv4();
const name = data.SymbolProfile.connectOrCreate.create.symbol;
@ -112,7 +123,7 @@ export class OrderService {
};
}
await this.dataGatheringService.addJobToQueue({
this.dataGatheringService.addJobToQueue({
data: {
dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
@ -120,23 +131,13 @@ export class OrderService {
name: GATHER_ASSET_PROFILE_PROCESS,
opts: {
...GATHER_ASSET_PROFILE_PROCESS_OPTIONS,
jobId: `${data.SymbolProfile.connectOrCreate.create.dataSource}-${data.SymbolProfile.connectOrCreate.create.symbol}}`
jobId: getAssetProfileIdentifier({
dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
})
}
});
const isDraft = isAfter(data.date as Date, endOfToday());
if (!isDraft) {
// Gather symbol data of order in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: data.SymbolProfile.connectOrCreate.create.dataSource,
date: <Date>data.date,
symbol: data.SymbolProfile.connectOrCreate.create.symbol
}
]);
}
delete data.accountId;
delete data.assetClass;
delete data.assetSubClass;
@ -149,11 +150,20 @@ export class OrderService {
delete data.dataSource;
delete data.symbol;
delete data.tags;
delete data.updateAccountBalance;
delete data.userId;
const orderData: Prisma.OrderCreateInput = data;
return this.prismaService.order.create({
const isDraft =
data.type === 'FEE' ||
data.type === 'INTEREST' ||
data.type === 'ITEM' ||
data.type === 'LIABILITY'
? false
: isAfter(data.date as Date, endOfToday());
const order = await this.prismaService.order.create({
data: {
...orderData,
Account,
@ -165,6 +175,27 @@ export class OrderService {
}
}
});
if (updateAccountBalance === true) {
let amount = new Big(data.unitPrice)
.mul(data.quantity)
.plus(data.fee)
.toNumber();
if (data.type === 'BUY') {
amount = new Big(amount).mul(-1).toNumber();
}
await this.accountService.updateAccountBalance({
accountId,
amount,
currency,
userId,
date: data.date as Date
});
}
return order;
}
public async deleteOrder(
@ -174,13 +205,26 @@ export class OrderService {
where
});
if (order.type === 'ITEM') {
if (
order.type === 'FEE' ||
order.type === 'INTEREST' ||
order.type === 'ITEM' ||
order.type === 'LIABILITY'
) {
await this.symbolProfileService.deleteById(order.symbolProfileId);
}
return order;
}
public async deleteOrders(where: Prisma.OrderWhereInput): Promise<number> {
const { count } = await this.prismaService.order.deleteMany({
where
});
return count;
}
public async getOrders({
filters,
includeDrafts = false,
@ -285,7 +329,11 @@ export class OrderService {
})
)
.filter((order) => {
return withExcludedAccounts || order.Account?.isExcluded === false;
return (
withExcludedAccounts ||
!order.Account ||
order.Account?.isExcluded === false
);
})
.map((order) => {
const value = new Big(order.quantity).mul(order.unitPrice).toNumber();
@ -333,7 +381,12 @@ export class OrderService {
let isDraft = false;
if (data.type === 'ITEM') {
if (
data.type === 'FEE' ||
data.type === 'INTEREST' ||
data.type === 'ITEM' ||
data.type === 'LIABILITY'
) {
delete data.SymbolProfile.connect;
} else {
delete data.SymbolProfile.update;

View File

@ -8,6 +8,7 @@ import {
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsArray,
IsBoolean,
IsEnum,
IsISO8601,
IsNumber,

View File

@ -0,0 +1,9 @@
import { IsString } from 'class-validator';
export class CreatePlatformDto {
@IsString()
name: string;
@IsString()
url: string;
}

View File

@ -0,0 +1,114 @@
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Body,
Controller,
Delete,
Get,
HttpException,
Inject,
Param,
Post,
Put,
UseGuards
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { Platform } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { CreatePlatformDto } from './create-platform.dto';
import { PlatformService } from './platform.service';
import { UpdatePlatformDto } from './update-platform.dto';
@Controller('platform')
export class PlatformController {
public constructor(
private readonly platformService: PlatformService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@Get()
@UseGuards(AuthGuard('jwt'))
public async getPlatforms() {
return this.platformService.getPlatformsWithAccountCount();
}
@Post()
@UseGuards(AuthGuard('jwt'))
public async createPlatform(
@Body() data: CreatePlatformDto
): Promise<Platform> {
if (
!hasPermission(this.request.user.permissions, permissions.createPlatform)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.platformService.createPlatform(data);
}
@Put(':id')
@UseGuards(AuthGuard('jwt'))
public async updatePlatform(
@Param('id') id: string,
@Body() data: UpdatePlatformDto
) {
if (
!hasPermission(this.request.user.permissions, permissions.updatePlatform)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
const originalPlatform = await this.platformService.getPlatform({
id
});
if (!originalPlatform) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.platformService.updatePlatform({
data: {
...data
},
where: {
id
}
});
}
@Delete(':id')
@UseGuards(AuthGuard('jwt'))
public async deletePlatform(@Param('id') id: string) {
if (
!hasPermission(this.request.user.permissions, permissions.deletePlatform)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
const originalPlatform = await this.platformService.getPlatform({
id
});
if (!originalPlatform) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.platformService.deletePlatform({ id });
}
}

View File

@ -1,9 +1,11 @@
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { PlatformController } from './platform.controller';
import { PlatformService } from './platform.service';
@Module({
controllers: [PlatformController],
exports: [PlatformService],
imports: [PrismaModule],
providers: [PlatformService]

View File

@ -0,0 +1,83 @@
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { Injectable } from '@nestjs/common';
import { Platform, Prisma } from '@prisma/client';
@Injectable()
export class PlatformService {
public constructor(private readonly prismaService: PrismaService) {}
public async getPlatform(
platformWhereUniqueInput: Prisma.PlatformWhereUniqueInput
): Promise<Platform> {
return this.prismaService.platform.findUnique({
where: platformWhereUniqueInput
});
}
public async getPlatforms({
cursor,
orderBy,
skip,
take,
where
}: {
cursor?: Prisma.PlatformWhereUniqueInput;
orderBy?: Prisma.PlatformOrderByWithRelationInput;
skip?: number;
take?: number;
where?: Prisma.PlatformWhereInput;
} = {}) {
return this.prismaService.platform.findMany({
cursor,
orderBy,
skip,
take,
where
});
}
public async getPlatformsWithAccountCount() {
const platformsWithAccountCount =
await this.prismaService.platform.findMany({
include: {
_count: {
select: { Account: true }
}
}
});
return platformsWithAccountCount.map(({ _count, id, name, url }) => {
return {
id,
name,
url,
accountCount: _count.Account
};
});
}
public async createPlatform(data: Prisma.PlatformCreateInput) {
return this.prismaService.platform.create({
data
});
}
public async updatePlatform({
data,
where
}: {
data: Prisma.PlatformUpdateInput;
where: Prisma.PlatformWhereUniqueInput;
}): Promise<Platform> {
return this.prismaService.platform.update({
data,
where
});
}
public async deletePlatform(
where: Prisma.PlatformWhereUniqueInput
): Promise<Platform> {
return this.prismaService.platform.delete({ where });
}
}

View File

@ -0,0 +1,12 @@
import { IsString } from 'class-validator';
export class UpdatePlatformDto {
@IsString()
id: string;
@IsString()
name: string;
@IsString()
url: string;
}

View File

@ -1,8 +1,8 @@
import { parseDate, resetHours } from '@ghostfolio/common/helper';
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
import { addDays, endOfDay, isBefore, isSameDay } from 'date-fns';
import { GetValueObject } from './interfaces/get-value-object.interface';
import { GetValuesObject } from './interfaces/get-values-object.interface';
import { GetValuesParams } from './interfaces/get-values-params.interface';
function mockGetValue(symbol: string, date: Date) {
@ -49,11 +49,9 @@ export const CurrentRateServiceMock = {
getValues: ({
dataGatheringItems,
dateQuery
}: GetValuesParams): Promise<{
dataProviderInfos: DataProviderInfo[];
values: GetValueObject[];
}> => {
}: GetValuesParams): Promise<GetValuesObject> => {
const values: GetValueObject[] = [];
if (dateQuery.lt) {
for (
let date = resetHours(dateQuery.gte);
@ -85,6 +83,7 @@ export const CurrentRateServiceMock = {
}
}
}
return Promise.resolve({ values, dataProviderInfos: [] });
return Promise.resolve({ values, dataProviderInfos: [], errors: [] });
}
};

View File

@ -1,13 +1,13 @@
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { DataSource, MarketData } from '@prisma/client';
import { CurrentRateService } from './current-rate.service';
import { GetValueObject } from './interfaces/get-value-object.interface';
import { GetValuesObject } from './interfaces/get-values-object.interface';
jest.mock('@ghostfolio/api/services/market-data.service', () => {
jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
return {
MarketDataService: jest.fn().mockImplementation(() => {
return {
@ -18,7 +18,8 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
createdAt: date,
dataSource: DataSource.YAHOO,
id: 'aefcbe3a-ee10-4c4f-9f2d-8ffad7b05584',
marketPrice: 1847.839966
marketPrice: 1847.839966,
state: 'CLOSE'
});
},
getRange: ({
@ -37,6 +38,7 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
date: dateRangeStart,
id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
marketPrice: 1841.823902,
state: 'CLOSE',
symbol: symbols[0]
},
{
@ -45,6 +47,7 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
date: dateRangeEnd,
id: '082d6893-df27-4c91-8a5d-092e84315b56',
marketPrice: 1847.839966,
state: 'CLOSE',
symbol: symbols[0]
}
]);
@ -54,14 +57,27 @@ jest.mock('@ghostfolio/api/services/market-data.service', () => {
};
});
jest.mock('@ghostfolio/api/services/exchange-rate-data.service', () => {
jest.mock(
'@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service',
() => {
return {
ExchangeRateDataService: jest.fn().mockImplementation(() => {
return {
initialize: () => Promise.resolve(),
toCurrency: (value: number) => {
return 1 * value;
}
};
})
};
}
);
jest.mock('@ghostfolio/api/services/property/property.service', () => {
return {
ExchangeRateDataService: jest.fn().mockImplementation(() => {
PropertyService: jest.fn().mockImplementation(() => {
return {
initialize: () => Promise.resolve(),
toCurrency: (value: number) => {
return 1 * value;
}
getByKey: (key: string) => Promise.resolve({})
};
})
};
@ -72,11 +88,20 @@ describe('CurrentRateService', () => {
let dataProviderService: DataProviderService;
let exchangeRateDataService: ExchangeRateDataService;
let marketDataService: MarketDataService;
let propertyService: PropertyService;
beforeAll(async () => {
dataProviderService = new DataProviderService(null, [], null);
exchangeRateDataService = new ExchangeRateDataService(
propertyService = new PropertyService(null);
dataProviderService = new DataProviderService(
null,
[],
null,
null,
propertyService,
null
);
exchangeRateDataService = new ExchangeRateDataService(
null,
null,
null,
@ -104,21 +129,14 @@ describe('CurrentRateService', () => {
},
userCurrency: 'CHF'
})
).toMatchObject<{
dataProviderInfos: DataProviderInfo[];
values: GetValueObject[];
}>({
).toMatchObject<GetValuesObject>({
dataProviderInfos: [],
errors: [],
values: [
{
date: undefined,
marketPriceInBaseCurrency: 1841.823902,
symbol: 'AMZN'
},
{
date: undefined,
marketPriceInBaseCurrency: 1847.839966,
symbol: 'AMZN'
}
]
});

View File

@ -1,13 +1,14 @@
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { resetHours } from '@ghostfolio/common/helper';
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { isBefore, isToday } from 'date-fns';
import { flatten } from 'lodash';
import { flatten, isEmpty, uniqBy } from 'lodash';
import { GetValueObject } from './interfaces/get-value-object.interface';
import { GetValuesObject } from './interfaces/get-values-object.interface';
import { GetValuesParams } from './interfaces/get-values-params.interface';
@Injectable()
@ -23,10 +24,7 @@ export class CurrentRateService {
dataGatheringItems,
dateQuery,
userCurrency
}: GetValuesParams): Promise<{
dataProviderInfos: DataProviderInfo[];
values: GetValueObject[];
}> {
}: GetValuesParams): Promise<GetValuesObject> {
const dataProviderInfos: DataProviderInfo[] = [];
const includeToday =
(!dateQuery.lt || isBefore(new Date(), dateQuery.lt)) &&
@ -34,12 +32,13 @@ export class CurrentRateService {
(!dateQuery.in || this.containsToday(dateQuery.in));
const promises: Promise<GetValueObject[]>[] = [];
const quoteErrors: ResponseError['errors'] = [];
const today = resetHours(new Date());
if (includeToday) {
const today = resetHours(new Date());
promises.push(
this.dataProviderService
.getQuotes(dataGatheringItems)
.getQuotes({ items: dataGatheringItems })
.then((dataResultProvider) => {
const result: GetValueObject[] = [];
for (const dataGatheringItem of dataGatheringItems) {
@ -51,18 +50,26 @@ export class CurrentRateService {
);
}
result.push({
date: today,
marketPriceInBaseCurrency:
this.exchangeRateDataService.toCurrency(
dataResultProvider?.[dataGatheringItem.symbol]
?.marketPrice ?? 0,
dataResultProvider?.[dataGatheringItem.symbol]?.currency,
userCurrency
),
symbol: dataGatheringItem.symbol
});
if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
result.push({
date: today,
marketPriceInBaseCurrency:
this.exchangeRateDataService.toCurrency(
dataResultProvider?.[dataGatheringItem.symbol]
?.marketPrice,
dataResultProvider?.[dataGatheringItem.symbol]?.currency,
userCurrency
),
symbol: dataGatheringItem.symbol
});
} else {
quoteErrors.push({
dataSource: dataGatheringItem.dataSource,
symbol: dataGatheringItem.symbol
});
}
}
return result;
})
);
@ -94,10 +101,60 @@ export class CurrentRateService {
})
);
return {
const values = flatten(await Promise.all(promises));
const response: GetValuesObject = {
dataProviderInfos,
values: flatten(await Promise.all(promises))
errors: quoteErrors.map(({ dataSource, symbol }) => {
return { dataSource, symbol };
}),
values: uniqBy(values, ({ date, symbol }) => `${date}-${symbol}`)
};
if (!isEmpty(quoteErrors)) {
for (const { symbol } of quoteErrors) {
try {
// If missing quote, fallback to the latest available historical market price
let value: GetValueObject = response.values.find((currentValue) => {
return currentValue.symbol === symbol && isToday(currentValue.date);
});
if (!value) {
value = {
symbol,
date: today,
marketPriceInBaseCurrency: 0
};
response.values.push(value);
}
const [latestValue] = response.values
.filter((currentValue) => {
return (
currentValue.symbol === symbol &&
currentValue.marketPriceInBaseCurrency
);
})
.sort((a, b) => {
if (a.date < b.date) {
return 1;
}
if (a.date > b.date) {
return -1;
}
return 0;
});
value.marketPriceInBaseCurrency =
latestValue.marketPriceInBaseCurrency;
} catch {}
}
}
return response;
}
private containsToday(dates: Date[]): boolean {

View File

@ -0,0 +1,9 @@
import { DataProviderInfo, ResponseError } from '@ghostfolio/common/interfaces';
import { GetValueObject } from './get-value-object.interface';
export interface GetValuesObject {
dataProviderInfos: DataProviderInfo[];
errors: ResponseError['errors'];
values: GetValueObject[];
}

View File

@ -1,4 +1,4 @@
import { DataSource, Type as TypeOfOrder } from '@prisma/client';
import { DataSource, Tag, Type as TypeOfOrder } from '@prisma/client';
import Big from 'big.js';
export interface PortfolioOrder {
@ -9,6 +9,7 @@ export interface PortfolioOrder {
name: string;
quantity: Big;
symbol: string;
tags?: Tag[];
type: TypeOfOrder;
unitPrice: Big;
}

View File

@ -1,4 +1,4 @@
import { DataSource } from '@prisma/client';
import { DataSource, Tag } from '@prisma/client';
import Big from 'big.js';
export interface TransactionPointSymbol {
@ -9,5 +9,6 @@ export interface TransactionPointSymbol {
investment: Big;
quantity: Big;
symbol: string;
tags?: Tag[];
transactionCount: number;
}

View File

@ -105,6 +105,40 @@ describe('PortfolioCalculator', () => {
expect(investmentsByMonth).toEqual([
{ date: '2015-01-01', investment: new Big('640.86') },
{ date: '2015-02-01', investment: new Big('0') },
{ date: '2015-03-01', investment: new Big('0') },
{ date: '2015-04-01', investment: new Big('0') },
{ date: '2015-05-01', investment: new Big('0') },
{ date: '2015-06-01', investment: new Big('0') },
{ date: '2015-07-01', investment: new Big('0') },
{ date: '2015-08-01', investment: new Big('0') },
{ date: '2015-09-01', investment: new Big('0') },
{ date: '2015-10-01', investment: new Big('0') },
{ date: '2015-11-01', investment: new Big('0') },
{ date: '2015-12-01', investment: new Big('0') },
{ date: '2016-01-01', investment: new Big('0') },
{ date: '2016-02-01', investment: new Big('0') },
{ date: '2016-03-01', investment: new Big('0') },
{ date: '2016-04-01', investment: new Big('0') },
{ date: '2016-05-01', investment: new Big('0') },
{ date: '2016-06-01', investment: new Big('0') },
{ date: '2016-07-01', investment: new Big('0') },
{ date: '2016-08-01', investment: new Big('0') },
{ date: '2016-09-01', investment: new Big('0') },
{ date: '2016-10-01', investment: new Big('0') },
{ date: '2016-11-01', investment: new Big('0') },
{ date: '2016-12-01', investment: new Big('0') },
{ date: '2017-01-01', investment: new Big('0') },
{ date: '2017-02-01', investment: new Big('0') },
{ date: '2017-03-01', investment: new Big('0') },
{ date: '2017-04-01', investment: new Big('0') },
{ date: '2017-05-01', investment: new Big('0') },
{ date: '2017-06-01', investment: new Big('0') },
{ date: '2017-07-01', investment: new Big('0') },
{ date: '2017-08-01', investment: new Big('0') },
{ date: '2017-09-01', investment: new Big('0') },
{ date: '2017-10-01', investment: new Big('0') },
{ date: '2017-11-01', investment: new Big('0') },
{ date: '2017-12-01', investment: new Big('-14156.4') }
]);
});

View File

@ -24,9 +24,10 @@ import {
isSameYear,
max,
min,
set
set,
subDays
} from 'date-fns';
import { first, flatten, isNumber, last, sortBy } from 'lodash';
import { first, flatten, isNumber, last, sortBy, uniq } from 'lodash';
import { CurrentRateService } from './current-rate.service';
import { CurrentPositions } from './interfaces/current-positions.interface';
@ -113,6 +114,7 @@ export class PortfolioCalculator {
firstBuyDate: oldAccumulatedSymbol.firstBuyDate,
quantity: newQuantity,
symbol: order.symbol,
tags: order.tags,
transactionCount: oldAccumulatedSymbol.transactionCount + 1
};
} else {
@ -124,6 +126,7 @@ export class PortfolioCalculator {
investment: unitPrice.mul(order.quantity).mul(factor),
quantity: order.quantity.mul(factor),
symbol: order.symbol,
tags: order.tags,
transactionCount: 1
};
}
@ -360,7 +363,7 @@ export class PortfolioCalculator {
let firstTransactionPoint: TransactionPoint = null;
let firstIndex = transactionPointsBeforeEndDate.length;
const dates = [];
let dates = [];
const dataGatheringItems: IDataGatheringItem[] = [];
const currencies: { [symbol: string]: string } = {};
@ -389,15 +392,37 @@ export class PortfolioCalculator {
dates.push(resetHours(end));
const { dataProviderInfos, values: marketSymbols } =
await this.currentRateService.getValues({
currencies,
dataGatheringItems,
dateQuery: {
in: dates
},
userCurrency: this.currency
});
// Add dates of last week for fallback
dates.push(subDays(resetHours(new Date()), 7));
dates.push(subDays(resetHours(new Date()), 6));
dates.push(subDays(resetHours(new Date()), 5));
dates.push(subDays(resetHours(new Date()), 4));
dates.push(subDays(resetHours(new Date()), 3));
dates.push(subDays(resetHours(new Date()), 2));
dates.push(subDays(resetHours(new Date()), 1));
dates.push(resetHours(new Date()));
dates = uniq(
dates.map((date) => {
return date.getTime();
})
).map((timestamp) => {
return new Date(timestamp);
});
dates.sort((a, b) => a.getTime() - b.getTime());
const {
dataProviderInfos,
errors: currentRateErrors,
values: marketSymbols
} = await this.currentRateService.getValues({
currencies,
dataGatheringItems,
dateQuery: {
in: dates
},
userCurrency: this.currency
});
this.dataProviderInfos = dataProviderInfos;
@ -469,10 +494,17 @@ export class PortfolioCalculator {
: null,
quantity: item.quantity,
symbol: item.symbol,
tags: item.tags,
transactionCount: item.transactionCount
});
if (hasErrors && item.investment.gt(0)) {
if (
(hasErrors ||
currentRateErrors.find(({ dataSource, symbol }) => {
return dataSource === item.dataSource && symbol === item.symbol;
})) &&
item.investment.gt(0)
) {
errors.push({ dataSource: item.dataSource, symbol: item.symbol });
}
}
@ -515,7 +547,7 @@ export class PortfolioCalculator {
return [];
}
const investments = [];
const investments: { date: string; investment: Big }[] = [];
let currentDate: Date;
let investmentByGroup = new Big(0);
@ -525,13 +557,11 @@ export class PortfolioCalculator {
(groupBy === 'year' || isSameMonth(parseDate(order.date), currentDate))
) {
// Same group: Add up investments
investmentByGroup = investmentByGroup.plus(
order.quantity.mul(order.unitPrice).mul(this.getFactor(order.type))
);
} else {
// New group: Store previous group and reset
if (currentDate) {
investments.push({
date: format(
@ -566,7 +596,39 @@ export class PortfolioCalculator {
}
}
return investments;
// Fill in the missing dates with investment = 0
const startDate = parseDate(first(this.orders).date);
const endDate = parseDate(last(this.orders).date);
const allDates: string[] = [];
currentDate = startDate;
while (currentDate <= endDate) {
allDates.push(
format(
set(currentDate, {
date: 1,
month: groupBy === 'year' ? 0 : currentDate.getMonth()
}),
DATE_FORMAT
)
);
currentDate.setMonth(currentDate.getMonth() + 1);
}
for (const date of allDates) {
const existingInvestment = investments.find((investment) => {
return investment.date === date;
});
if (!existingInvestment) {
investments.push({ date, investment: new Big(0) });
}
}
return sortBy(investments, (investment) => {
return investment.date;
});
}
public async calculateTimeline(
@ -722,7 +784,7 @@ export class PortfolioCalculator {
);
} else if (!currentPosition.quantity.eq(0)) {
Logger.warn(
`Missing historical market data for symbol ${currentPosition.symbol}`,
`Missing historical market data for ${currentPosition.symbol} (${currentPosition.dataSource})`,
'PortfolioCalculator'
);
hasErrors = true;

View File

@ -8,9 +8,12 @@ import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
import { 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 { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import {
DEFAULT_CURRENCY,
HEADER_KEY_IMPERSONATION
} from '@ghostfolio/common/config';
import {
PortfolioDetails,
PortfolioDividends,
@ -47,8 +50,6 @@ import { PortfolioService } from './portfolio.service';
@Controller('portfolio')
export class PortfolioController {
private baseCurrency: string;
public constructor(
private readonly accessService: AccessService,
private readonly apiService: ApiService,
@ -57,9 +58,7 @@ export class PortfolioController {
private readonly portfolioService: PortfolioService,
@Inject(REQUEST) private readonly request: RequestWithUser,
private readonly userService: UserService
) {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
}
) {}
@Get('details')
@UseGuards(AuthGuard('jwt'))
@ -91,6 +90,7 @@ export class PortfolioController {
filteredValueInPercentage,
hasErrors,
holdings,
platforms,
summary,
totalValueInBaseCurrency
} = await this.portfolioService.getDetails({
@ -133,12 +133,15 @@ export class PortfolioController {
portfolioPosition.netPerformance = null;
portfolioPosition.quantity = null;
portfolioPosition.valueInPercentage =
portfolioPosition.value / totalValue;
portfolioPosition.valueInBaseCurrency / totalValue;
}
for (const [name, { current, original }] of Object.entries(accounts)) {
accounts[name].current = current / totalValue;
accounts[name].original = original / totalInvestment;
for (const [name, { valueInBaseCurrency }] of Object.entries(accounts)) {
accounts[name].valueInPercentage = valueInBaseCurrency / totalValue;
}
for (const [name, { valueInBaseCurrency }] of Object.entries(platforms)) {
platforms[name].valueInPercentage = valueInBaseCurrency / totalValue;
}
}
@ -157,9 +160,12 @@ export class PortfolioController {
'emergencyFund',
'excludedAccountsAndActivities',
'fees',
'fireWealth',
'items',
'liabilities',
'netWorth',
'totalBuy',
'totalInvestment',
'totalSell'
]);
}
@ -172,6 +178,9 @@ export class PortfolioController {
countries: hasDetails ? portfolioPosition.countries : [],
currency: hasDetails ? portfolioPosition.currency : undefined,
markets: hasDetails ? portfolioPosition.markets : undefined,
marketsAdvanced: hasDetails
? portfolioPosition.marketsAdvanced
: undefined,
sectors: hasDetails ? portfolioPosition.sectors : []
};
}
@ -182,6 +191,7 @@ export class PortfolioController {
filteredValueInPercentage,
hasError,
holdings,
platforms,
totalValueInBaseCurrency,
summary: portfolioSummary
};
@ -253,11 +263,12 @@ export class PortfolioController {
filterByTags
});
let investments = await this.portfolioService.getInvestments({
let { investments, streaks } = await this.portfolioService.getInvestments({
dateRange,
filters,
groupBy,
impersonationId
impersonationId,
savingsRate: this.request.user?.Settings?.settings.savingsRate
});
if (
@ -273,6 +284,11 @@ export class PortfolioController {
date: item.date,
investment: item.investment / maxInvestment
}));
streaks = nullifyValuesInObject(streaks, [
'currentStreak',
'longestStreak'
]);
}
if (
@ -282,9 +298,14 @@ export class PortfolioController {
investments = investments.map((item) => {
return nullifyValuesInObject(item, ['investment']);
});
streaks = nullifyValuesInObject(streaks, [
'currentStreak',
'longestStreak'
]);
}
return { investments };
return { investments, streaks };
}
@Get('performance')
@ -420,15 +441,15 @@ export class PortfolioController {
return this.exchangeRateDataService.toCurrency(
portfolioPosition.quantity * portfolioPosition.marketPrice,
portfolioPosition.currency,
this.request.user?.Settings?.settings.baseCurrency ??
this.baseCurrency
this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY
);
})
.reduce((a, b) => a + b, 0);
for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
portfolioPublicDetails.holdings[symbol] = {
allocationInPercentage: portfolioPosition.value / totalValue,
allocationInPercentage:
portfolioPosition.valueInBaseCurrency / totalValue,
countries: hasDetails ? portfolioPosition.countries : [],
currency: hasDetails ? portfolioPosition.currency : undefined,
dataSource: portfolioPosition.dataSource,
@ -439,7 +460,7 @@ export class PortfolioController {
sectors: hasDetails ? portfolioPosition.sectors : [],
symbol: portfolioPosition.symbol,
url: portfolioPosition.url,
valueInPercentage: portfolioPosition.value / totalValue
valueInPercentage: portfolioPosition.valueInBaseCurrency / totalValue
};
}

View File

@ -2,15 +2,16 @@ 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 { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
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 { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { CurrentRateService } from './current-rate.service';
@ -36,6 +37,7 @@ import { RulesService } from './rules.service';
UserModule
],
providers: [
AccountBalanceService,
AccountService,
CurrentRateService,
PortfolioService,

File diff suppressed because it is too large Load Diff

View File

@ -0,0 +1,7 @@
import { Cache } from 'cache-manager';
import type { RedisStore } from './redis-store.interface';
export interface RedisCache extends Cache {
store: RedisStore;
}

View File

@ -0,0 +1,8 @@
import { Store } from 'cache-manager';
import { createClient } from 'redis';
export interface RedisStore extends Store {
getClient: () => ReturnType<typeof createClient>;
isCacheableValue: (value: any) => boolean;
name: 'redis';
}

View File

@ -1,7 +1,9 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { CacheManagerOptions, CacheModule, Module } from '@nestjs/common';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { CacheModule } from '@nestjs/cache-manager';
import { Module } from '@nestjs/common';
import * as redisStore from 'cache-manager-redis-store';
import type { RedisClientOptions } from 'redis';
import { RedisCacheService } from './redis-cache.service';
@ -11,7 +13,7 @@ import { RedisCacheService } from './redis-cache.service';
imports: [ConfigurationModule],
inject: [ConfigurationService],
useFactory: async (configurationService: ConfigurationService) => {
return <CacheManagerOptions>{
return <RedisClientOptions>{
host: configurationService.get('REDIS_HOST'),
max: configurationService.get('MAX_ITEM_IN_CACHE'),
password: configurationService.get('REDIS_PASSWORD'),

View File

@ -1,18 +1,32 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { CACHE_MANAGER, Inject, Injectable } from '@nestjs/common';
import { Cache } from 'cache-manager';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { CACHE_MANAGER } from '@nestjs/cache-manager';
import { Inject, Injectable, Logger } from '@nestjs/common';
import type { RedisCache } from './interfaces/redis-cache.interface';
@Injectable()
export class RedisCacheService {
public constructor(
@Inject(CACHE_MANAGER) private readonly cache: Cache,
@Inject(CACHE_MANAGER) private readonly cache: RedisCache,
private readonly configurationService: ConfigurationService
) {}
) {
const client = cache.store.getClient();
client.on('error', (error) => {
Logger.error(error, 'RedisCacheService');
});
}
public async get(key: string): Promise<string> {
return await this.cache.get(key);
}
public getQuoteKey({ dataSource, symbol }: UniqueAsset) {
return `quote-${getAssetProfileIdentifier({ dataSource, symbol })}`;
}
public async remove(key: string) {
await this.cache.del(key);
}
@ -22,8 +36,10 @@ export class RedisCacheService {
}
public async set(key: string, value: string, ttlInSeconds?: number) {
await this.cache.set(key, value, {
ttl: ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
});
await this.cache.set(
key,
value,
ttlInSeconds ?? this.configurationService.get('CACHE_TTL')
);
}
}

View File

@ -0,0 +1,36 @@
import * as fs from 'fs';
import * as path from 'path';
import {
DATE_FORMAT,
getYesterday,
interpolate
} from '@ghostfolio/common/helper';
import { Controller, Get, Res, VERSION_NEUTRAL, Version } from '@nestjs/common';
import { format } from 'date-fns';
import { Response } from 'express';
@Controller('sitemap.xml')
export class SitemapController {
public sitemapXml = '';
public constructor() {
try {
this.sitemapXml = fs.readFileSync(
path.join(__dirname, 'assets', 'sitemap.xml'),
'utf8'
);
} catch {}
}
@Get()
@Version(VERSION_NEUTRAL)
public async flushCache(@Res() response: Response): Promise<void> {
response.setHeader('content-type', 'application/xml');
response.send(
interpolate(this.sitemapXml, {
currentDate: format(getYesterday(), DATE_FORMAT)
})
);
}
}

View File

@ -0,0 +1,24 @@
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
import { Module } from '@nestjs/common';
import { SitemapController } from './sitemap.controller';
@Module({
controllers: [SitemapController],
imports: [
ConfigurationModule,
DataGatheringModule,
DataProviderModule,
ExchangeRateDataModule,
PrismaModule,
RedisCacheModule,
SymbolProfileModule
]
})
export class SitemapModule {}

View File

@ -1,4 +1,4 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import {
DEFAULT_LANGUAGE_CODE,

View File

@ -1,5 +1,5 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { Module } from '@nestjs/common';

View File

@ -1,10 +1,6 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import {
DEFAULT_LANGUAGE_CODE,
PROPERTY_STRIPE_CONFIG
} from '@ghostfolio/common/config';
import { Subscription as SubscriptionInterface } from '@ghostfolio/common/interfaces/subscription.interface';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
import { UserWithSettings } from '@ghostfolio/common/types';
import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
import { Injectable, Logger } from '@nestjs/common';
@ -97,23 +93,11 @@ export class SubscriptionService {
public async createSubscriptionViaStripe(aCheckoutSessionId: string) {
try {
const session = await this.stripe.checkout.sessions.retrieve(
aCheckoutSessionId
);
let subscriptions: SubscriptionInterface[] = [];
const stripeConfig = (await this.prismaService.property.findUnique({
where: { key: PROPERTY_STRIPE_CONFIG }
})) ?? { value: '{}' };
subscriptions = [JSON.parse(stripeConfig.value)];
const coupon = subscriptions[0]?.coupon ?? 0;
const price = subscriptions[0]?.price ?? 0;
const session =
await this.stripe.checkout.sessions.retrieve(aCheckoutSessionId);
await this.createSubscription({
price: price - coupon,
price: session.amount_total / 100,
userId: session.client_reference_id
});

View File

@ -15,6 +15,7 @@ import {
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { DataSource } from '@prisma/client';
import { parseISO } from 'date-fns';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { isDate, isEmpty } from 'lodash';
@ -36,10 +37,12 @@ export class SymbolController {
@UseGuards(AuthGuard('jwt'))
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async lookupSymbol(
@Query() { query = '' }
@Query('includeIndices') includeIndices: boolean = false,
@Query('query') query = ''
): Promise<{ items: LookupItem[] }> {
try {
return this.symbolService.lookup({
includeIndices,
query: query.toLowerCase(),
user: this.request.user
});
@ -60,7 +63,7 @@ export class SymbolController {
public async getSymbolData(
@Param('dataSource') dataSource: DataSource,
@Param('symbol') symbol: string,
@Query('includeHistoricalData') includeHistoricalData?: number
@Query('includeHistoricalData') includeHistoricalData = 0
): Promise<SymbolItem> {
if (!DataSource[dataSource]) {
throw new HttpException(
@ -91,7 +94,7 @@ export class SymbolController {
@Param('dateString') dateString: string,
@Param('symbol') symbol: string
): Promise<IDataProviderHistoricalResponse> {
const date = new Date(dateString);
const date = parseISO(dateString);
if (!isDate(date)) {
throw new HttpException(

View File

@ -1,7 +1,7 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { SymbolController } from './symbol.controller';

View File

@ -3,7 +3,7 @@ import {
IDataGatheringItem,
IDataProviderHistoricalResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { HistoricalDataItem } from '@ghostfolio/common/interfaces';
import { UserWithSettings } from '@ghostfolio/common/types';
@ -27,9 +27,9 @@ export class SymbolService {
dataGatheringItem: IDataGatheringItem;
includeHistoricalData?: number;
}): Promise<SymbolItem> {
const quotes = await this.dataProviderService.getQuotes([
dataGatheringItem
]);
const quotes = await this.dataProviderService.getQuotes({
items: [dataGatheringItem]
});
const { currency, marketPrice } = quotes[dataGatheringItem.symbol] ?? {};
if (dataGatheringItem.dataSource && marketPrice >= 0) {
@ -81,9 +81,11 @@ export class SymbolService {
}
public async lookup({
includeIndices = false,
query,
user
}: {
includeIndices?: boolean;
query: string;
user: UserWithSettings;
}): Promise<{ items: LookupItem[] }> {
@ -95,6 +97,7 @@ export class SymbolService {
try {
const { items } = await this.dataProviderService.search({
includeIndices,
query,
user
});

View File

@ -1,6 +1,6 @@
import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
import { Module } from '@nestjs/common';

View File

@ -1,9 +1,14 @@
import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { environment } from '@ghostfolio/api/environments/environment';
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import { TagService } from '@ghostfolio/api/services/tag/tag.service';
import { PROPERTY_IS_READ_ONLY_MODE, locale } from '@ghostfolio/common/config';
import {
DEFAULT_CURRENCY,
PROPERTY_IS_READ_ONLY_MODE,
locale
} from '@ghostfolio/common/config';
import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
import {
getPermissions,
@ -13,24 +18,23 @@ import {
import { UserWithSettings } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { Prisma, Role, User } from '@prisma/client';
import { sortBy } from 'lodash';
import { differenceInDays } from 'date-fns';
import { sortBy, without } from 'lodash';
const crypto = require('crypto');
@Injectable()
export class UserService {
public static DEFAULT_CURRENCY = 'USD';
private baseCurrency: string;
public constructor(
private readonly configurationService: ConfigurationService,
private readonly prismaService: PrismaService,
private readonly propertyService: PropertyService,
private readonly subscriptionService: SubscriptionService,
private readonly tagService: TagService
) {
this.baseCurrency = this.configurationService.get('BASE_CURRENCY');
) {}
public async count(args?: Prisma.UserCountArgs) {
return this.prismaService.user.count(args);
}
public async getUser(
@ -122,7 +126,7 @@ export class UserService {
id,
provider,
role,
Settings,
Settings: Settings as UserWithSettings['Settings'],
thirdPartyId,
updatedAt,
activityCount: Analytics?.activityCount
@ -143,8 +147,7 @@ export class UserService {
// Set default value for base currency
if (!(user.Settings.settings as UserSettings)?.baseCurrency) {
(user.Settings.settings as UserSettings).baseCurrency =
UserService.DEFAULT_CURRENCY;
(user.Settings.settings as UserSettings).baseCurrency = DEFAULT_CURRENCY;
}
// Set default value for date range
@ -164,11 +167,34 @@ export class UserService {
user.subscription =
this.subscriptionService.getSubscription(Subscription);
if (
Analytics?.activityCount % 25 === 0 &&
user.subscription?.type === 'Basic'
) {
currentPermissions.push(permissions.enableSubscriptionInterstitial);
if (user.subscription?.type === 'Basic') {
const daysSinceRegistration = differenceInDays(
new Date(),
user.createdAt
);
let frequency = 20;
if (daysSinceRegistration > 180) {
frequency = 3;
} else if (daysSinceRegistration > 60) {
frequency = 5;
} else if (daysSinceRegistration > 30) {
frequency = 10;
} else if (daysSinceRegistration > 15) {
frequency = 15;
}
if (Analytics?.activityCount % frequency === 1) {
currentPermissions.push(permissions.enableSubscriptionInterstitial);
}
currentPermissions = without(
currentPermissions,
permissions.createAccess
);
// Reset benchmark
user.Settings.settings.benchmark = undefined;
}
if (user.subscription?.type === 'Premium') {
@ -196,6 +222,10 @@ export class UserService {
}
}
if (!environment.production && role === 'ADMIN') {
currentPermissions.push(permissions.impersonateAllUsers);
}
user.Account = sortBy(user.Account, (account) => {
return account.name;
});
@ -242,7 +272,7 @@ export class UserService {
...data,
Account: {
create: {
currency: this.baseCurrency,
currency: DEFAULT_CURRENCY,
isDefault: true,
name: 'Default Account'
}
@ -250,7 +280,7 @@ export class UserService {
Settings: {
create: {
settings: {
currency: this.baseCurrency
currency: DEFAULT_CURRENCY
}
}
}
@ -299,21 +329,29 @@ export class UserService {
}
public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
await this.prismaService.access.deleteMany({
where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
});
try {
await this.prismaService.access.deleteMany({
where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
});
} catch {}
await this.prismaService.account.deleteMany({
where: { userId: where.id }
});
try {
await this.prismaService.account.deleteMany({
where: { userId: where.id }
});
} catch {}
await this.prismaService.analytics.delete({
where: { userId: where.id }
});
try {
await this.prismaService.analytics.delete({
where: { userId: where.id }
});
} catch {}
await this.prismaService.order.deleteMany({
where: { userId: where.id }
});
try {
await this.prismaService.order.deleteMany({
where: { userId: where.id }
});
} catch {}
try {
await this.prismaService.settings.delete({

View File

@ -0,0 +1 @@
["AU", "HK", "NZ", "SG"]

View File

@ -0,0 +1,19 @@
[
"AT",
"BE",
"CH",
"DE",
"DK",
"ES",
"FI",
"FR",
"GB",
"IE",
"IL",
"IT",
"LU",
"NL",
"NO",
"PT",
"SE"
]

File diff suppressed because it is too large Load Diff

View File

@ -1,4 +1,5 @@
{
"CYBER24781": "CyberConnect",
"LUNA1": "Terra",
"LUNA2": "Terra",
"SGB1": "Songbird",

View File

@ -0,0 +1,871 @@
<?xml version="1.0" encoding="UTF-8"?>
<urlset
xmlns="http://www.sitemaps.org/schemas/sitemap/0.9"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://www.sitemaps.org/schemas/sitemap/0.9
http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
<url>
<loc>https://ghostfol.io/de</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/blog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/features</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/haeufig-gestellte-fragen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/maerkte</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/preise</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/registrierung</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-getquin</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-parqet</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-plannix</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portfolio-dividend-tracker</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portseido</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sharesight</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-simple-portfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-snowball-analytics</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns/changelog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns/datenschutzbestimmungen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns/lizenz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns/oss-friends</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about/changelog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about/license</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/about/oss-friends</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/07/ghostfolio-meets-internet-identity</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/07/how-do-i-get-my-finances-in-order</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/08/500-stars-on-github</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/10/hacktoberfest-2022</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/11/black-friday-2022</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2022/12/the-importance-of-tracking-your-personal-finances</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/02/ghostfolio-meets-umbrel</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/07/exploring-the-path-to-fire</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/08/ghostfolio-joins-oss-friends</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/09/ghostfolio-2</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/faq</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/features</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/markets</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/pricing</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/register</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-folishare</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-getquin</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-parqet</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-plannix</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portfolio-dividend-tracker</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portseido</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sharesight</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-simple-portfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-snowball-analytics</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es/funcionalidades</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es/mercados</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es/precios</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/preguntas-mas-frecuentes</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/recursos</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/registro</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/sobre</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/es/sobre/changelog</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/sobre/licencia</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/sobre/oss-friends</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/sobre/politica-de-privacidad</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/a-propos</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/a-propos/changelog</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/a-propos/licence</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/a-propos/oss-friends</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/a-propos/politique-de-confidentialite</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/enregistrement</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/fonctionnalites</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/foire-aux-questions</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/marches</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/fr/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/fr/prix</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/ressources</loc>
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</url>
<url>
<loc>https://ghostfol.io/it</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/domande-piu-frequenti</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/funzionalita</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/informazioni-su</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/informazioni-su/changelog</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/informazioni-su/informativa-sulla-privacy</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/informazioni-su/licenza</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/informazioni-su/oss-friends</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/iscrizione</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/mercati</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/prezzi</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-copilot-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-delta</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-divvydiary</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-exirio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-folishare</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-getquin</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-justetf</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-markets.sh</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-parqet</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-plannix</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portfolio-dividend-tracker</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portseido</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sharesight</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-simple-portfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-snowball-analytics</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-copilot-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-delta</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-exirio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-getquin</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-parqet</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-plannix</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portfolio-dividend-tracker</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portseido</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sharesight</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-simple-portfolio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-snowball-analytics</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/functionaliteiten</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/markten</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/open</loc>
<changefreq>daily</changefreq>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/over</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/over/changelog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/over/licentie</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/over/oss-friends</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/over/privacybeleid</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/prijzen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/registratie</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/blog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/funcionalidades</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/mercados</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/open</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/perguntas-mais-frequentes</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/precos</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/recursos</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/registo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/sobre</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/sobre/changelog</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/sobre/licenca</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/sobre/oss-friends</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt/sobre/politica-de-privacidade</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
</urlset>

View File

@ -16,9 +16,11 @@ export function hasNotDefinedValuesInObject(aObject: Object): boolean {
export function nullifyValuesInObject<T>(aObject: T, keys: string[]): T {
const object = cloneDeep(aObject);
keys.forEach((key) => {
object[key] = null;
});
if (object) {
keys.forEach((key) => {
object[key] = null;
});
}
return object;
}

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