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122 Commits

Author SHA1 Message Date
88d5dfe435 Release 2.31.0 (#2757) 2023-12-16 20:01:38 +01:00
7dc8f80fdf Feature/upgrade to nx version 17.2.5 (#2756)
* Upgrade Nx to version 17.2.5

* Update changelog
2023-12-16 20:00:04 +01:00
96f90c7259 Feature/add lazy loaded activities table to import activities dialog (#2754)
* Add lazy-loaded activities table

* Update changelog
2023-12-16 19:23:01 +01:00
a10d9cb6ba Feature/add lazy loaded activities table to account detail dialog (#2752)
* Add lazy-loaded activities table

* Update changelog
2023-12-16 19:04:08 +01:00
4547c5da1d Feature/add lazy loaded activities table to position detail dialog (#2753)
* Add lazy-loaded activities table

* Update changelog
2023-12-16 17:10:19 +01:00
28706d7b26 Refactor order service (#2751) 2023-12-16 17:08:59 +01:00
492bc5e17b Feature/improve font weight in value component (#2747)
* Improve font weight

* Update changelog
2023-12-16 14:41:50 +01:00
6c37737051 Bugfix/fix loading state of lazy loaded activities table component (#2744)
* Fix loading state

* Update changelog
2023-12-16 10:24:04 +01:00
8677d20c2c Feature/upgrade inter to version 4 (#2746)
* Upgrade to Inter 4

* Update changelog
2023-12-16 10:23:08 +01:00
4d905065ad Extend turkish translation (#2750) 2023-12-16 09:23:42 +01:00
5599b41b83 Bugfix/fix edit of activity in lazy loaded activities table (#2749)
* Fix edit

* Update changelog
2023-12-16 09:19:09 +01:00
8d5a60d777 Update turkish locales (#2748)
* Update translation

* Update changelog
2023-12-15 08:15:51 +01:00
695acf4f3f Update turkish translation (#2731)
* Update locales

* Update changelog
2023-12-14 20:04:22 +01:00
67dbef3b7a Release 2.30.0 (#2743) 2023-12-12 19:56:46 +01:00
0e94112dc7 Feature/adjust holdings weight threshold in trackinsight data enhancer (#2742)
* Adjust holdings weight threshold

* Update changelog
2023-12-12 19:54:58 +01:00
b22edff16b Feature/add support for column sorting to lazy loaded activities table (#2738)
* Add support for column sorting

* Update changelog
2023-12-12 19:54:40 +01:00
ffb7cbff50 Feature/highlight all time high in benchmarks of the markets overview (#2740)
* Highlight all time high

* Update changelog
2023-12-11 19:45:30 +01:00
25424ad280 Feature/update prisma to version 5.7.0 (#2737)
* Update prisma to version 5.7.0

* Update changelog
2023-12-10 14:50:32 +01:00
a768902b00 Feature/update prisma to version 5.7.0 (#2734)
* Update prisma to version 5.7.0

* Update changelog
2023-12-09 17:24:25 +01:00
2c7ece50fe Release 2.29.0 (#2733) 2023-12-09 17:14:13 +01:00
51a0ede3e4 Feature/introduce lazy loaded activities table (#2729)
* Introduce lazy-loaded activities table

* Add icon column

* Emit paginator event

* Add pagination logic

* Integrate total items

* Update changelog
2023-12-09 17:12:09 +01:00
531964636b Fix type (#2708) 2023-12-08 19:59:06 +01:00
e461fff1d7 Extend turkish localization (#2730) 2023-12-07 14:13:28 +01:00
4f9a5f0340 Feature/set actions columns of tables to stick at end (#2726)
* Set up stickyEnd in actions columns

* Update changelog
2023-12-06 18:35:03 +01:00
8d80e840b8 Feature/upgrade ngx markdown to version 17.1.1 (#2714)
* Upgrade marked and ngx-markdown

* Update changelog
2023-12-05 18:16:03 +01:00
833982a9de Bugfix/fix biometric authentication registration (#2713)
* Remove token on device registration

* Update changelog
2023-12-05 18:13:35 +01:00
c85966e5ed Improve language localization for tr (#2717)
* Improve language localization for tr

* Update changelog
2023-12-04 21:04:20 +01:00
43f67ba832 Feature/upgrade ng extract i18n merge to version 2.9.0 (#2715)
* Upgrade ng-extract-i18n-merge to version 2.9.0

* Update changelog
2023-12-04 19:54:43 +01:00
cbea8ac9d3 Feature/increase tab height on mobile (#2712)
* Increase tab height on mobile

* Update changelog
2023-12-04 19:53:50 +01:00
d4c939e41d Feature/improve language localization for german 20231202 (#2710)
* Update locales

* Update changelog
2023-12-03 09:26:12 +01:00
c1f129501a Release 2.28.0 (#2709) 2023-12-02 17:20:10 +01:00
377ba75e4c Add support to delete a cash balance (#2707) 2023-12-02 17:17:25 +01:00
77b13b88f0 Relax check for duplicates in activities import (#2704)
* Relax check for duplicates in activities import (allow same day)

* Update changelog
2023-12-02 10:37:03 +01:00
813e73a0a3 Introduce HasPermission annotation (#2693)
* Introduce HasPermission annotation

* Update changelog
2023-12-02 10:21:19 +01:00
1d796a9597 Bugfix/change intraday data gathering to operate synchronously (#2705)
* Change intraday data gathering to operate synchronously

* Update changelog
2023-12-02 10:20:05 +01:00
4eedf64a3c Update OSS Friends (#2701) 2023-12-02 10:00:00 +01:00
ed4dd79c72 Add cash balances table to account detail dialog (#2549)
* Add cash balances table to account detail dialog

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
6f4fd0826c Feature/respect with excluded accounts flag in get account balances (#2697)
* Respect withExcludedAccounts in getAccountBalances()

* Update changelog
2023-12-01 17:22:13 +01:00
8e3a144a37 Fix date (#2699) 2023-11-30 07:43:41 +01:00
07b0a2c40a Add guard (#2696) 2023-11-29 20:10:37 +01:00
c5dc3d4272 Release 2.27.1 (#2698) 2023-11-28 07:53:00 +01:00
73e69273b4 Upgrade Nx to version 17.1.3 (#2694) 2023-11-27 18:47:15 +01:00
e0b74ef418 Release 2.27.0 (#2692) 2023-11-26 21:18:37 +01:00
2b491dc732 Extend performance endpoint by net worth per day (#2574)
* Extend performance endpoint by net worth per day

* Update changelog
2023-11-26 21:17:15 +01:00
79fc22b5ae Change tweet to post (#2684) 2023-11-26 08:30:02 +01:00
0a83bcd697 Feature/improve error log for data source request timeout (#2688)
* Improve error log for timeouts

* Update changelog
2023-11-25 18:50:24 +01:00
52540d460b Fix alignment (#2689) 2023-11-25 18:48:54 +01:00
6ff2e0f952 Introduce base product page (#2687) 2023-11-25 18:48:39 +01:00
b3e72383bc Feature/extract locales 20231125 (#2686)
* Update locales

* Update changelog
2023-11-25 12:46:56 +01:00
bdfba4d509 Upgrade to Nx 17.1 (#2635)
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
2023-11-25 12:31:45 +01:00
8a411b707d Release 2.26.0 (#2685) 2023-11-24 19:17:54 +01:00
e21601202e update ci and add permissions block (#2683) 2023-11-24 10:20:26 +01:00
8f66040df1 Feature/upgrade prisma to version 5.6.0 (#2680)
* Upgrade prisma to version 5.6.0

* Update changelog
2023-11-23 15:16:01 +01:00
5ad248a643 Improve algorithm (#2676) 2023-11-23 15:15:40 +01:00
fa36c42af4 Improve yeekatee comparison data (#2682) 2023-11-23 15:14:59 +01:00
d4ddc781e1 Feature/upgrade yahoo finance2 to version 2.9.0 (#2679)
* Upgrade yahoo-finance2 to version 2.9.0

* Upgdate changelog
2023-11-22 08:11:04 +01:00
386dd56590 Feature/extend personal finance tools pages 20231120 (#2678)
* Improve tags

* Add Compound Planning

* Add Whal

* Add De.Fi

* Add Tiller

* Add Empower
2023-11-22 08:10:42 +01:00
f28b13604a Add as const (#2677) 2023-11-21 20:12:59 +01:00
d827858d0b Release 2.25.1 (#2674) 2023-11-19 16:46:32 +01:00
c758ca4bfa Release 2.25.0 (#2673) 2023-11-19 16:30:36 +01:00
37183a07bd Change black friday to black week (#2672)
* Change black friday to black week

* Change image
2023-11-19 16:28:30 +01:00
fb294fc6e2 Improve wording (#2668) 2023-11-18 11:15:03 +01:00
8898d02442 Bugfix/fix cannot read properties of undefined reading items in get position (#2667)
* Fix "Cannot read properties of undefined (reading 'items')"

* Update changelog
2023-11-18 11:05:05 +01:00
232d30234c Update OSS Friends (#2663) 2023-11-18 09:59:27 +01:00
e2234c4966 Feature/add black friday 2023 blog post (#2664)
* Add blog post: Black Friday 2023

* Update changelog
2023-11-17 20:20:49 +01:00
272a34195b Refactor folder (#2665) 2023-11-17 20:09:19 +01:00
8c25294da7 Feature/upgrade http status codes to version 2.3.0 (#2644)
* Upgrade http-status-codes to version 2.3.0

* Update changelog
2023-11-17 20:08:23 +01:00
6f11627006 Release 2.24.0 (#2661) 2023-11-16 20:29:49 +01:00
215098e418 Feature/improve language localization for german 20231116 (#2660)
* Update locales

* Update changelog
2023-11-16 20:28:09 +01:00
781496383b Bugfix/improve get range query in market data service (#2659)
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"

* Update changelog
2023-11-16 20:22:56 +01:00
f0f304c012 Change tweet to post (#2658) 2023-11-16 20:22:18 +01:00
4bf97c104b Update changelog (#2656) 2023-11-15 21:45:38 +01:00
0b35a3c7a7 Release 2.23.0 (#2655) 2023-11-15 21:22:20 +01:00
1586cd3a59 Feature/change twitter to x (#2654)
* Change Twitter to X

* Update changelog
2023-11-15 21:20:51 +01:00
ae763cbb87 Improve style of sub title (#2652) 2023-11-15 21:11:10 +01:00
aa72287d54 Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575)
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-11-15 20:25:16 +01:00
d155ab6f28 Feature/improve data source validation in activities import (#2645)
* Improve data source validation

* Update changelog
2023-11-14 19:15:57 +01:00
913ca71aa5 Feature/upgrade prettier to version 3.1.0 (#2649)
* Upgrade prettier to version 3.1.0

* Update changelog
2023-11-13 20:40:25 +01:00
1ffde2a27e Feature/setup polish (#2650)
* Set up polski

* Update changelog
2023-11-13 20:35:15 +01:00
fcf0cea982 Change BTC to BTCUSD (#2646) 2023-11-13 20:22:47 +01:00
ae1968aadf Feature/extract locales 20231112 (#2643)
* Update locales

* Update changelog
2023-11-12 19:03:11 +01:00
3e6333ef95 Feature/upgrade ng extract i18n merge to version 2.8.3 (#2642)
* Upgrade ng-extract-i18n-merge to version 2.8.3

* Update changelog
2023-11-12 18:28:26 +01:00
c69686651e Release 2.22.0 (#2638) 2023-11-11 18:59:43 +01:00
93b6011ddc Feature/refactor get range in market data service (#2631)
* Refactor to unique asset in getRange()

* Update changelog
2023-11-11 18:57:41 +01:00
f567e25f27 Feature/introduce action menus in overview of action control panel (#2637)
* Introduce action menus

* Exchange rates management
* Coupons management

* Update changelog
2023-11-11 18:48:23 +01:00
5dc538bafb Feature/optimize testimonial carousel style on mobile (#2634)
* Optimize style on mobile

* Update changelog
2023-11-11 17:29:59 +01:00
b4de06fcf0 Feature/add platform icons to account selectors (#2633)
* Add platform icons to account selectors

* Update changelog
2023-11-11 17:27:29 +01:00
27da0eb26e Feature/harmonize name column of historical market data table (#2632)
* Harmonize name column

* Update changelog
2023-11-11 09:02:12 +01:00
8ff80c10e5 Feature/extend personal finance tools pages 20231110 (#2630)
* Add Magnifi

* Add Basil Finance
2023-11-11 09:01:58 +01:00
5db5d5e79a Release 2.21.0 (#2629) 2023-11-09 19:25:14 +01:00
12aac101bd Feature/extend system message (#2628)
* Extend system message

* Update changelog
2023-11-09 19:23:36 +01:00
3a66ccdebe Bugfix/fix unit in overview of home page (#2626)
* Fix unit

* Update changelog
2023-11-09 19:22:15 +01:00
6a722d1bb7 Bugfix/fix get quotes in financial modeling prep service (#2627)
* Fix get quotes

* Update changelog
2023-11-09 18:03:09 +01:00
7c9407d5dc Release 2.20.0 (#2623) 2023-11-08 19:39:38 +01:00
8abb517ac6 Feature/remove loading indicator of unit in overview of home page (#2622)
* Remove loading indicator of unit

* Update changelog
2023-11-08 19:37:45 +01:00
dec1d89c5c Feature/increase timeout in data provider and enhancer health check endpoint (#2621)
* Increase timeout in health check endpoint (data enhancer and provider)

* Update changelog
2023-11-08 18:02:38 +01:00
24e9ecc3e2 Update locales (#2620) 2023-11-08 16:51:44 +01:00
4a1e05b8cd Improve historical market data import (#2581)
* Add form group for historical data import

* Update changelog
2023-11-07 18:16:00 +01:00
39d1a85267 Feature/extend personal finance tools pages 20231107 (#2618)
* Add Monarch Money

* Add YNAB

* Add Allvue Systems
2023-11-07 18:14:54 +01:00
7cb86de7af Feature/remove account type from account database model (#2616)
* Remove account type

* Update changelog
2023-11-07 17:56:18 +01:00
aa078588e8 Release 2.19.0 (#2615) 2023-11-06 18:02:15 +01:00
fcef0a72d5 Bugfix/improve handling of derived currencies (#2604)
* Improve handling of derived currencies

* Update changelog
2023-11-06 17:58:39 +01:00
29987d3e2f Add missing activity types (#2601)
* FEE
* INTEREST
* LIABILITY
2023-11-06 13:09:14 +01:00
6284b4dfe8 Feature/improve localization of fear and greed index (#2612)
* Improve localization

* Update changelog
2023-11-06 13:07:53 +01:00
00342ca1f7 Improve wording (#2603) 2023-11-06 12:15:42 +01:00
234c4fd511 Add CoinGecko (#2611) 2023-11-06 08:33:23 +01:00
669f1fb60c Feature/add database migration to reset account type in account table (#2602)
* Set accountType to NULL

* Update changelog
2023-11-05 18:31:16 +01:00
52df0c62ab Release 2.18.0 (#2600) 2023-11-05 11:53:38 +01:00
e8e1bb83bf Fix get quotes in CoinGecko service (#2595)
* Fix get quotes in CoinGecko service

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-11-05 11:52:09 +01:00
45510702d0 Feature/add hacktoberfest 2023 debriefing blog post (#2599)
* Add blog post: Hacktoberfest 2023 Debriefing

* Update changelog
2023-11-05 11:36:52 +01:00
1b7e3a1e47 Feature/support activities import by isin for yahoo finance (#2597)
* Add support to import activities by isin

* Update changelog
2023-11-05 09:58:57 +01:00
35f98b9d2d Bugfix/handle failing database query for account find many (#2598)
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }

* Update changelog
2023-11-05 09:57:23 +01:00
e980aed9e7 Reorder functions (#2594) 2023-11-05 08:50:43 +01:00
d993067e9a Feature/extend personal finance tools pages 20231104 2 (#2591)
* Add Vyzer

* Add FinWise
2023-11-05 08:50:27 +01:00
3d09bfdb0c Feature/upgrade angular to version 16.2.12 (#2590)
* Add upgrade guides for Angular

* Upgrade Angular dependencies to version 16.2.12

* Update changelog
2023-11-04 11:59:49 +01:00
3fbc4f500f Add empty columns (#2589) 2023-11-04 10:39:36 +01:00
373201a98f Add major version to docker tags (#2586)
* Add major version to docker tags

* Update changelog
2023-11-04 10:38:35 +01:00
681f88f002 Clean up import (#2492) 2023-11-04 10:19:15 +01:00
8a523a981a Bugfix/fix fees on account level (#2588)
* Fix fees on account level

* Update changelog
2023-11-04 10:17:58 +01:00
81ded53363 Center membership card (#2582) 2023-11-04 10:17:35 +01:00
5272407af8 Feature/extend personal finance tools pages 20231104 (#2587)
* Introduce alias

* Add Rocket Money

* Add 8FIGURES
2023-11-04 10:17:17 +01:00
c48f89d117 Add empty columns (#2583) 2023-11-04 10:11:58 +01:00
312 changed files with 55028 additions and 12420 deletions

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@ -4,6 +4,9 @@ on:
pull_request:
workflow_dispatch:
permissions:
contents: read
jobs:
build:
runs-on: ubuntu-latest
@ -13,12 +16,12 @@ jobs:
- 18
steps:
- name: Checkout code
uses: actions/checkout@v3
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Use Node.js ${{ matrix.node_version }}
uses: actions/setup-node@v3
uses: actions/setup-node@v4
with:
node-version: ${{ matrix.node_version }}
cache: 'yarn'

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@ -13,7 +13,7 @@ jobs:
runs-on: ubuntu-latest
steps:
- name: Checkout code
uses: actions/checkout@v3
uses: actions/checkout@v4
- name: Docker metadata
id: meta
@ -21,6 +21,7 @@ jobs:
with:
images: ghostfolio/ghostfolio
tags: |
type=semver,pattern={{major}}
type=semver,pattern={{version}}
- name: Set up QEMU

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@ -5,6 +5,203 @@ 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).
## 2.31.0 - 2023-12-16
### Changed
- Introduced the lazy-loaded activities table to the account detail dialog (experimental)
- Introduced the lazy-loaded activities table to the import activities dialog (experimental)
- Introduced the lazy-loaded activities table to the position detail dialog (experimental)
- Improved the font weight in the value component
- Improved the language localization for Türkçe (`tr`)
- Upgraded `angular` from version `17.0.4` to `17.0.7`
- Upgraded to _Inter_ 4 font family
- Upgraded `Nx` from version `17.0.2` to `17.2.5`
### Fixed
- Fixed the loading state in the lazy-loaded activities table on the portfolio activities page (experimental)
- Fixed the edit of activity in the lazy-loaded activities table on the portfolio activities page (experimental)
## 2.30.0 - 2023-12-12
### Added
- Added support for column sorting to the lazy-loaded activities table on the portfolio activities page (experimental)
- Extended the benchmarks of the markets overview by the current market condition (all time high)
### Changed
- Adjusted the threshold to skip the data enhancement (_Trackinsight_) if data is inaccurate
- Upgraded `prisma` from version `5.6.0` to `5.7.0`
## 2.29.0 - 2023-12-09
### Added
- Introduced a lazy-loaded activities table on the portfolio activities page (experimental)
### Changed
- Set the actions columns of various tables to stick at the end
- Increased the height of the tabs on mobile
- Improved the language localization for German (`de`)
- Improved the language localization for Türkçe (`tr`)
- Upgraded `marked` from version `4.2.12` to `9.1.6`
- Upgraded `ngx-markdown` from version `15.1.0` to `17.1.1`
- Upgraded `ng-extract-i18n-merge` from version `2.8.3` to `2.9.0`
### Fixed
- Fixed an issue in the biometric authentication registration
## 2.28.0 - 2023-12-02
### Added
- Added a historical cash balances table to the account detail dialog
- Introduced a `HasPermission` annotation for endpoints
### Changed
- Relaxed the check for duplicates in the preview step of the activities import (allow same day)
- Respected the `withExcludedAccounts` flag in the account balance time series
### Fixed
- Changed the mechanism of the `INTRADAY` data gathering to operate synchronously avoiding database deadlocks
## 2.27.1 - 2023-11-28
### Changed
- Reverted `Nx` from version `17.1.3` to `17.0.2`
## 2.27.0 - 2023-11-26
### Changed
- Extended the chart in the account detail dialog by historical cash balances
- Improved the error log for a timeout in the data source request
- Improved the language localization for German (`de`)
- Upgraded `angular` from version `16.2.12` to `17.0.4`
- Upgraded `Nx` from version `17.0.2` to `17.1.3`
## 2.26.0 - 2023-11-24
### Changed
- Upgraded `prisma` from version `5.5.2` to `5.6.0`
- Upgraded `yahoo-finance2` from version `2.8.1` to `2.9.0`
## 2.25.1 - 2023-11-19
### Added
- Added a blog post: _Black Friday 2023_
### Changed
- Upgraded `http-status-codes` from version `2.2.0` to `2.3.0`
### Fixed
- Handled reading items from missing transaction point while getting the position (`getPosition()`) in portfolio service
## 2.24.0 - 2023-11-16
### Changed
- Improved the language localization for German (`de`)
### Fixed
- Fixed the "too many bind variables in prepared statement" issue of the data range functionality (`getRange()`) in the market data service
## 2.23.0 - 2023-11-15
### Added
- Extended the benchmarks in the markets overview by 50-Day and 200-Day trends (experimental)
- Set up the language localization for Polski (`pl`)
### Changed
- Improved the data source validation in the activities import
- Changed _Twitter_ to _𝕏_
- Improved the selection in the twitter bot service
- Improved the language localization for German (`de`)
- Upgraded `ng-extract-i18n-merge` from version `2.7.0` to `2.8.3`
- Upgraded `prettier` from version `3.0.3` to `3.1.0`
## 2.22.0 - 2023-11-11
### Added
- Added the platform icon to the account selectors in the cash balance transfer from one to another account
- Added the platform icon to the account selector of the create or edit activity dialog
### Changed
- Optimized the style of the carousel component on mobile for the testimonial section on the landing page
- Introduced action menus in the overview of the admin control panel
- Harmonized the name column in the historical market data table of the admin control panel
- Refactored the implementation of the data range functionality (`getRange()`) in the market data service
## 2.21.0 - 2023-11-09
### Changed
- Extended the system message
### Fixed
- Fixed the unit for the _Zen Mode_ in the overview tab of the home page
- Fixed an issue to get quotes in the _Financial Modeling Prep_ service
## 2.20.0 - 2023-11-08
### Changed
- Removed the loading indicator of the unit in the overview tab of the home page
- Improved the import of historical market data in the admin control panel
- Increased the timeout in the health check endpoint for data enhancers
- Increased the timeout in the health check endpoint for data providers
- Removed the account type from the `Account` database schema
## 2.19.0 - 2023-11-06
### Added
- Added a data migration to set `accountType` to `NULL` in the account database table
### Changed
- Improved the language localization for the _Fear & Greed Index_ (market mood)
- Improved the language localization for German (`de`)
### Fixed
- Improved the handling of derived currencies (`GBp`, `ILA`, `ZAc`)
## 2.18.0 - 2023-11-05
### Added
- Added support to import activities by `isin` in the _Yahoo Finance_ service
- Added a new tag with the major version to the docker image on _Docker Hub_
- Added a blog post: _Hacktoberfest 2023 Debriefing_
### Changed
- Upgraded `angular` from version `16.2.1` to `16.2.12`
### Fixed
- Fixed an issue to get quotes in the _CoinGecko_ service
- Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`)
- Handled an issue with a failing database query (`account.findMany()`) related to activities without account
## 2.17.0 - 2023-11-02
### Added
@ -24,7 +221,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Improved the check for duplicates in the preview step of the activities import (allow different accounts)
- Relaxed the check for duplicates in the preview step of the activities import (allow different accounts)
- Improved the usability and validation in the cash balance transfer from one to another account
- Changed the checkboxes to slide toggles in the overview of the admin control panel
- Switched from the deprecated (`PUT`) to the new endpoint (`POST`) to manage historical market data in the asset profile details dialog of the admin control panel
@ -116,7 +313,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added support to transfer a part of the cash balance from one to another account
- Extended the markets overview by benchmarks (date of last all time high)
- Extended the benchmarks in the markets overview by the date of the last all time high
- Added support to import historical market data in the admin control panel
### Changed
@ -328,7 +525,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added health check endpoints for data enhancers
- Added a health check endpoint for data enhancers
### Changed
@ -504,7 +701,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Improved the usability of the login dialog
- Disabled the caching in the health check endpoints for data providers
- Disabled the caching in the health check endpoint for data providers
- Improved the content of the Frequently Asked Questions (FAQ) page
- Upgraded `prisma` from version `4.15.0` to `4.16.2`
@ -892,7 +1089,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- 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
- Added a health check endpoint for data providers
### Changed
@ -2356,7 +2553,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added the _Ghostfolio_ trailer to the landing page
- Extended the markets overview by benchmarks (current change to the all time high)
- Extended the benchmarks in the markets overview by the current change to the all time high
## 1.151.0 - 24.05.2022

View File

@ -20,13 +20,19 @@ Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
## Dependencies
### Angular
#### Upgrade (minor versions)
1. Run `npx npm-check-updates --upgrade --target "minor" --filter "/@angular.*/"`
### Nx
#### Upgrade
1. Run `yarn nx migrate latest`
1. Make sure `package.json` changes make sense and then run `yarn install`
1. Run `yarn nx migrate --run-migrations`
1. Run `yarn nx migrate --run-migrations` (Run `YARN_NODE_LINKER="node-modules" NX_MIGRATE_SKIP_INSTALL=1 yarn nx migrate --run-migrations` due to https://github.com/nrwl/nx/issues/16338)
### Prisma

View File

@ -230,18 +230,18 @@ 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` |
| fee | number | Fee of the activity |
| quantity | number | Quantity of the activity |
| symbol | string | Symbol of the activity (suitable for `dataSource`) |
| type | string | `BUY` \| `DIVIDEND` \| `ITEM` \| `SELL` |
| unitPrice | number | Price per unit of the activity |
| 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 | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO` |
| date | string | Date in the format `ISO-8601` |
| fee | number | Fee of the activity |
| quantity | number | Quantity of the activity |
| symbol | string | Symbol of the activity (suitable for `dataSource`) |
| type | string | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
| unitPrice | number | Price per unit of the activity |
#### Response
@ -272,7 +272,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
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](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.
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 post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. 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).

View File

@ -14,7 +14,8 @@
"tsConfig": "apps/api/tsconfig.app.json",
"assets": ["apps/api/src/assets"],
"target": "node",
"compiler": "tsc"
"compiler": "tsc",
"webpackConfig": "apps/api/webpack.config.js"
},
"configurations": {
"production": {
@ -47,8 +48,7 @@
"test": {
"executor": "@nx/jest:jest",
"options": {
"jestConfig": "apps/api/jest.config.ts",
"passWithNoTests": true
"jestConfig": "apps/api/jest.config.ts"
},
"outputs": ["{workspaceRoot}/coverage/apps/api"]
}

View File

@ -17,7 +17,6 @@ import { AuthGuard } from '@nestjs/passport';
import { Access as AccessModel } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { AccessModule } from './access.module';
import { AccessService } from './access.service';
import { CreateAccessDto } from './create-access.dto';
@ -83,7 +82,7 @@ export class AccessController {
@Delete(':id')
@UseGuards(AuthGuard('jwt'))
public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
public async deleteAccess(@Param('id') id: string): Promise<AccessModel> {
const access = await this.accessService.access({ id });
if (

View File

@ -0,0 +1,51 @@
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Controller,
Delete,
HttpException,
Inject,
Param,
UseGuards
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AccountBalanceService } from './account-balance.service';
import { AuthGuard } from '@nestjs/passport';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { AccountBalance } from '@prisma/client';
@Controller('account-balance')
export class AccountBalanceController {
public constructor(
private readonly accountBalanceService: AccountBalanceService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@Delete(':id')
@UseGuards(AuthGuard('jwt'))
public async deleteAccountBalance(
@Param('id') id: string
): Promise<AccountBalance> {
const accountBalance = await this.accountBalanceService.accountBalance({
id
});
if (
!hasPermission(
this.request.user.permissions,
permissions.deleteAccountBalance
) ||
!accountBalance ||
accountBalance.userId !== this.request.user.id
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return this.accountBalanceService.deleteAccountBalance({
id
});
}
}

View File

@ -0,0 +1,14 @@
import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
import { AccountBalanceController } from './account-balance.controller';
import { AccountBalanceService } from './account-balance.service';
@Module({
controllers: [AccountBalanceController],
exports: [AccountBalanceService],
imports: [ExchangeRateDataModule, PrismaModule],
providers: [AccountBalanceService]
})
export class AccountBalanceModule {}

View File

@ -0,0 +1,91 @@
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { AccountBalancesResponse, Filter } from '@ghostfolio/common/interfaces';
import { UserWithSettings } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { AccountBalance, Prisma } from '@prisma/client';
@Injectable()
export class AccountBalanceService {
public constructor(
private readonly exchangeRateDataService: ExchangeRateDataService,
private readonly prismaService: PrismaService
) {}
public async accountBalance(
accountBalanceWhereInput: Prisma.AccountBalanceWhereInput
): Promise<AccountBalance | null> {
return this.prismaService.accountBalance.findFirst({
include: {
Account: true
},
where: accountBalanceWhereInput
});
}
public async createAccountBalance(
data: Prisma.AccountBalanceCreateInput
): Promise<AccountBalance> {
return this.prismaService.accountBalance.create({
data
});
}
public async deleteAccountBalance(
where: Prisma.AccountBalanceWhereUniqueInput
): Promise<AccountBalance> {
return this.prismaService.accountBalance.delete({
where
});
}
public async getAccountBalances({
filters,
user,
withExcludedAccounts
}: {
filters?: Filter[];
user: UserWithSettings;
withExcludedAccounts?: boolean;
}): Promise<AccountBalancesResponse> {
const where: Prisma.AccountBalanceWhereInput = { userId: user.id };
const accountFilter = filters?.find(({ type }) => {
return type === 'ACCOUNT';
});
if (accountFilter) {
where.accountId = accountFilter.id;
}
if (withExcludedAccounts === false) {
where.Account = { isExcluded: false };
}
const balances = await this.prismaService.accountBalance.findMany({
where,
orderBy: {
date: 'asc'
},
select: {
Account: true,
date: true,
id: true,
value: true
}
});
return {
balances: balances.map((balance) => {
return {
...balance,
valueInBaseCurrency: this.exchangeRateDataService.toCurrency(
balance.value,
balance.Account.currency,
user.Settings.settings.baseCurrency
)
};
})
};
}
}

View File

@ -1,6 +1,6 @@
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
import {
@ -128,8 +128,8 @@ export class AccountController {
@Param('id') id: string
): Promise<AccountBalancesResponse> {
return this.accountBalanceService.getAccountBalances({
accountId: id,
userId: this.request.user.id
filters: [{ id, type: 'ACCOUNT' }],
user: this.request.user
});
}

View File

@ -1,7 +1,7 @@
import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
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 { 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/exchange-rate-data.module';

View File

@ -1,4 +1,4 @@
import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
import { AccountBalanceService } from '@ghostfolio/api/app/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';

View File

@ -1,4 +1,3 @@
import { AccountType } from '@prisma/client';
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsBoolean,
@ -10,10 +9,6 @@ import {
import { isString } from 'lodash';
export class CreateAccountDto {
@IsOptional()
@IsString()
accountType?: AccountType;
@IsNumber()
balance: number;

View File

@ -1,4 +1,3 @@
import { AccountType } from '@prisma/client';
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsBoolean,
@ -10,10 +9,6 @@ import {
import { isString } from 'lodash';
export class UpdateAccountDto {
@IsOptional()
@IsString()
accountType?: AccountType;
@IsNumber()
balance: number;

View File

@ -9,17 +9,22 @@ import {
MAX_CHART_ITEMS,
PROPERTY_BENCHMARKS
} from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
DATE_FORMAT,
calculateBenchmarkTrend
} from '@ghostfolio/common/helper';
import {
Benchmark,
BenchmarkMarketDataDetails,
BenchmarkProperty,
BenchmarkResponse,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { BenchmarkTrend } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { format } from 'date-fns';
import { format, subDays } from 'date-fns';
import { uniqBy } from 'lodash';
import ms from 'ms';
@ -45,9 +50,34 @@ export class BenchmarkService {
return 0;
}
public async getBenchmarks({ useCache = true } = {}): Promise<
BenchmarkResponse['benchmarks']
> {
public async getBenchmarkTrends({ dataSource, symbol }: UniqueAsset) {
const historicalData = await this.marketDataService.marketDataItems({
orderBy: {
date: 'desc'
},
where: {
dataSource,
symbol,
date: { gte: subDays(new Date(), 400) }
}
});
const fiftyDayAverage = calculateBenchmarkTrend({
historicalData,
days: 50
});
const twoHundredDayAverage = calculateBenchmarkTrend({
historicalData,
days: 200
});
return { trend50d: fiftyDayAverage, trend200d: twoHundredDayAverage };
}
public async getBenchmarks({
enableSharing = false,
useCache = true
} = {}): Promise<BenchmarkResponse['benchmarks']> {
let benchmarks: BenchmarkResponse['benchmarks'];
if (useCache) {
@ -62,9 +92,16 @@ export class BenchmarkService {
} catch {}
}
const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles({
enableSharing
});
const promises: Promise<{ date: Date; marketPrice: number }>[] = [];
const promisesAllTimeHighs: Promise<{ date: Date; marketPrice: number }>[] =
[];
const promisesBenchmarkTrends: Promise<{
trend50d: BenchmarkTrend;
trend200d: BenchmarkTrend;
}>[] = [];
const quotes = await this.dataProviderService.getQuotes({
items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@ -73,10 +110,18 @@ export class BenchmarkService {
});
for (const { dataSource, symbol } of benchmarkAssetProfiles) {
promises.push(this.marketDataService.getMax({ dataSource, symbol }));
promisesAllTimeHighs.push(
this.marketDataService.getMax({ dataSource, symbol })
);
promisesBenchmarkTrends.push(
this.getBenchmarkTrends({ dataSource, symbol })
);
}
const allTimeHighs = await Promise.all(promises);
const [allTimeHighs, benchmarkTrends] = await Promise.all([
Promise.all(promisesAllTimeHighs),
Promise.all(promisesBenchmarkTrends)
]);
let storeInCache = true;
benchmarks = allTimeHighs.map((allTimeHigh, index) => {
@ -93,6 +138,7 @@ export class BenchmarkService {
} else {
storeInCache = false;
}
return {
marketCondition: this.getMarketCondition(
performancePercentFromAllTimeHigh
@ -100,10 +146,12 @@ export class BenchmarkService {
name: benchmarkAssetProfiles[index].name,
performances: {
allTimeHigh: {
date: allTimeHigh.date,
date: allTimeHigh?.date,
performancePercent: performancePercentFromAllTimeHigh
}
}
},
trend50d: benchmarkTrends[index].trend50d,
trend200d: benchmarkTrends[index].trend200d
};
});
@ -118,14 +166,24 @@ export class BenchmarkService {
return benchmarks;
}
public async getBenchmarkAssetProfiles(): Promise<Partial<SymbolProfile>[]> {
public async getBenchmarkAssetProfiles({
enableSharing = false
} = {}): Promise<Partial<SymbolProfile>[]> {
const symbolProfileIds: string[] = (
((await this.propertyService.getByKey(
PROPERTY_BENCHMARKS
)) as BenchmarkProperty[]) ?? []
).map(({ symbolProfileId }) => {
return symbolProfileId;
});
)
.filter((benchmark) => {
if (enableSharing) {
return benchmark.enableSharing;
}
return true;
})
.map(({ symbolProfileId }) => {
return symbolProfileId;
});
const assetProfiles =
await this.symbolProfileService.getSymbolProfilesByIds(symbolProfileIds);
@ -282,7 +340,15 @@ export class BenchmarkService {
};
}
private getMarketCondition(aPerformanceInPercent: number) {
return aPerformanceInPercent <= -0.2 ? 'BEAR_MARKET' : 'NEUTRAL_MARKET';
private getMarketCondition(
aPerformanceInPercent: number
): Benchmark['marketCondition'] {
if (aPerformanceInPercent === 0) {
return 'ALL_TIME_HIGH';
} else if (aPerformanceInPercent <= -0.2) {
return 'BEAR_MARKET';
} else {
return 'NEUTRAL_MARKET';
}
}
}

View File

@ -20,6 +20,7 @@ export class ExportController {
): Promise<Export> {
return this.exportService.export({
activityIds,
userCurrency: this.request.user.Settings.settings.baseCurrency,
userId: this.request.user.id
});
}

View File

@ -13,9 +13,11 @@ export class ExportService {
public async export({
activityIds,
userCurrency,
userId
}: {
activityIds?: string[];
userCurrency: string;
userId: string;
}): Promise<Export> {
const accounts = (
@ -39,10 +41,13 @@ export class ExportService {
}
);
let activities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
let { activities } = await this.orderService.getOrders({
userCurrency,
userId,
includeDrafts: true,
sortColumn: 'date',
sortDirection: 'asc',
withExcludedAccounts: true
});
if (activityIds) {

View File

@ -8,6 +8,7 @@ import {
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 { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.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/exchange-rate-data.service';
@ -25,7 +26,7 @@ import {
import { Injectable } from '@nestjs/common';
import { DataSource, Prisma, SymbolProfile } from '@prisma/client';
import Big from 'big.js';
import { endOfToday, format, isAfter, isSameDay, parseISO } from 'date-fns';
import { endOfToday, format, isAfter, isSameSecond, parseISO } from 'date-fns';
import { uniqBy } from 'lodash';
import { v4 as uuidv4 } from 'uuid';
@ -33,6 +34,7 @@ import { v4 as uuidv4 } from 'uuid';
export class ImportService {
public constructor(
private readonly accountService: AccountService,
private readonly configurationService: ConfigurationService,
private readonly dataGatheringService: DataGatheringService,
private readonly dataProviderService: DataProviderService,
private readonly exchangeRateDataService: ExchangeRateDataService,
@ -81,12 +83,13 @@ export class ImportService {
const value = new Big(quantity).mul(marketPrice).toNumber();
const date = parseDate(dateString);
const isDuplicate = orders.some((activity) => {
return (
activity.accountId === Account?.id &&
activity.SymbolProfile.currency === assetProfile.currency &&
activity.SymbolProfile.dataSource === assetProfile.dataSource &&
isSameDay(activity.date, parseDate(dateString)) &&
isSameSecond(activity.date, date) &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === assetProfile.symbol &&
activity.type === 'DIVIDEND' &&
@ -100,6 +103,7 @@ export class ImportService {
return {
Account,
date,
error,
quantity,
value,
@ -107,7 +111,6 @@ export class ImportService {
accountUserId: undefined,
comment: undefined,
createdAt: undefined,
date: parseDate(dateString),
fee: 0,
feeInBaseCurrency: 0,
id: assetProfile.id,
@ -233,6 +236,7 @@ export class ImportService {
const activitiesExtendedWithErrors = await this.extendActivitiesWithErrors({
activitiesDto,
userCurrency,
userId
});
@ -456,15 +460,18 @@ export class ImportService {
private async extendActivitiesWithErrors({
activitiesDto,
userCurrency,
userId
}: {
activitiesDto: Partial<CreateOrderDto>[];
userCurrency: string;
userId: string;
}): Promise<Partial<Activity>[]> {
const existingActivities = await this.orderService.orders({
include: { SymbolProfile: true },
orderBy: { date: 'desc' },
where: { userId }
let { activities: existingActivities } = await this.orderService.getOrders({
userCurrency,
userId,
includeDrafts: true,
withExcludedAccounts: true
});
return activitiesDto.map(
@ -480,13 +487,13 @@ export class ImportService {
type,
unitPrice
}) => {
const date = parseISO(<string>(<unknown>dateString));
const date = parseISO(dateString);
const isDuplicate = existingActivities.some((activity) => {
return (
activity.accountId === accountId &&
activity.SymbolProfile.currency === currency &&
activity.SymbolProfile.dataSource === dataSource &&
isSameDay(activity.date, date) &&
isSameSecond(activity.date, date) &&
activity.fee === fee &&
activity.quantity === quantity &&
activity.SymbolProfile.symbol === symbol &&
@ -570,6 +577,12 @@ export class ImportService {
index,
{ currency, dataSource, symbol }
] of uniqueActivitiesDto.entries()) {
if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
throw new Error(
`activities.${index}.dataSource ("${dataSource}") is not valid`
);
}
if (dataSource !== 'MANUAL') {
const assetProfile = (
await this.dataProviderService.getAssetProfiles([

View File

@ -15,7 +15,6 @@ import {
PROPERTY_IS_READ_ONLY_MODE,
PROPERTY_SLACK_COMMUNITY_USERS,
PROPERTY_STRIPE_CONFIG,
PROPERTY_SYSTEM_MESSAGE,
ghostfolioFearAndGreedIndexDataSource
} from '@ghostfolio/common/config';
import {
@ -58,7 +57,6 @@ export class InfoService {
const platforms = await this.platformService.getPlatforms({
orderBy: { name: 'asc' }
});
let systemMessage: string;
const globalPermissions: string[] = [];
@ -104,10 +102,6 @@ export class InfoService {
if (this.configurationService.get('ENABLE_FEATURE_SYSTEM_MESSAGE')) {
globalPermissions.push(permissions.enableSystemMessage);
systemMessage = (await this.propertyService.getByKey(
PROPERTY_SYSTEM_MESSAGE
)) as string;
}
const isUserSignupEnabled =
@ -135,7 +129,6 @@ export class InfoService {
platforms,
statistics,
subscriptions,
systemMessage,
tags,
baseCurrency: DEFAULT_CURRENCY,
currencies: this.exchangeRateDataService.getCurrencies()

View File

@ -13,7 +13,6 @@ import {
IsISO8601,
IsNumber,
IsOptional,
IsPositive,
IsString,
Min
} from 'class-validator';
@ -54,7 +53,7 @@ export class CreateOrderDto {
fee: number;
@IsNumber()
@IsPositive()
@Min(0)
quantity: number;
@IsString()
@ -68,7 +67,7 @@ export class CreateOrderDto {
type: Type;
@IsNumber()
@IsPositive()
@Min(0)
unitPrice: number;
@IsBoolean()

View File

@ -2,6 +2,7 @@ import { OrderWithAccount } from '@ghostfolio/common/types';
export interface Activities {
activities: Activity[];
count: number;
}
export interface Activity extends OrderWithAccount {

View File

@ -24,7 +24,7 @@ import {
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { Order as OrderModel } from '@prisma/client';
import { Order as OrderModel, Prisma } from '@prisma/client';
import { parseISO } from 'date-fns';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@ -90,6 +90,8 @@ export class OrderController {
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('skip') skip?: number,
@Query('sortColumn') sortColumn?: string,
@Query('sortDirection') sortDirection?: Prisma.SortOrder,
@Query('tags') filterByTags?: string,
@Query('take') take?: number
): Promise<Activities> {
@ -103,8 +105,10 @@ export class OrderController {
await this.impersonationService.validateImpersonationId(impersonationId);
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const activities = await this.orderService.getOrders({
const { activities, count } = await this.orderService.getOrders({
filters,
sortColumn,
sortDirection,
userCurrency,
includeDrafts: true,
skip: isNaN(skip) ? undefined : skip,
@ -113,7 +117,7 @@ export class OrderController {
withExcludedAccounts: true
});
return { activities };
return { activities, count };
}
@Post()

View File

@ -1,8 +1,8 @@
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
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/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

View File

@ -25,7 +25,7 @@ import { endOfToday, isAfter } from 'date-fns';
import { groupBy } from 'lodash';
import { v4 as uuidv4 } from 'uuid';
import { Activity } from './interfaces/activities.interface';
import { Activities } from './interfaces/activities.interface';
@Injectable()
export class OrderService {
@ -37,34 +37,6 @@ export class OrderService {
private readonly symbolProfileService: SymbolProfileService
) {}
public async order(
orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
): Promise<Order | null> {
return this.prismaService.order.findUnique({
where: orderWhereUniqueInput
});
}
public async orders(params: {
include?: Prisma.OrderInclude;
skip?: number;
take?: number;
cursor?: Prisma.OrderWhereUniqueInput;
where?: Prisma.OrderWhereInput;
orderBy?: Prisma.OrderOrderByWithRelationInput;
}): Promise<OrderWithAccount[]> {
const { include, skip, take, cursor, where, orderBy } = params;
return this.prismaService.order.findMany({
cursor,
include,
orderBy,
skip,
take,
where
});
}
public async createOrder(
data: Prisma.OrderCreateInput & {
accountId?: string;
@ -231,6 +203,8 @@ export class OrderService {
filters,
includeDrafts = false,
skip,
sortColumn,
sortDirection,
take = Number.MAX_SAFE_INTEGER,
types,
userCurrency,
@ -240,12 +214,17 @@ export class OrderService {
filters?: Filter[];
includeDrafts?: boolean;
skip?: number;
sortColumn?: string;
sortDirection?: Prisma.SortOrder;
take?: number;
types?: TypeOfOrder[];
userCurrency: string;
userId: string;
withExcludedAccounts?: boolean;
}): Promise<Activity[]> {
}): Promise<Activities> {
let orderBy: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput> = [
{ date: 'asc' }
];
const where: Prisma.OrderWhereInput = { userId };
const {
@ -307,6 +286,10 @@ export class OrderService {
};
}
if (sortColumn) {
orderBy = [{ [sortColumn]: sortDirection }];
}
if (types) {
where.OR = types.map((type) => {
return {
@ -317,8 +300,9 @@ export class OrderService {
});
}
return (
await this.orders({
const [orders, count] = await Promise.all([
this.orders({
orderBy,
skip,
take,
where,
@ -332,10 +316,12 @@ export class OrderService {
// eslint-disable-next-line @typescript-eslint/naming-convention
SymbolProfile: true,
tags: true
},
orderBy: { date: 'asc' }
})
)
}
}),
this.prismaService.order.count({ where })
]);
const activities = orders
.filter((order) => {
return (
withExcludedAccounts ||
@ -361,6 +347,16 @@ export class OrderService {
)
};
});
return { activities, count };
}
public async order(
orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
): Promise<Order | null> {
return this.prismaService.order.findUnique({
where: orderWhereUniqueInput
});
}
public async updateOrder({
@ -439,4 +435,24 @@ export class OrderService {
where
});
}
private async orders(params: {
include?: Prisma.OrderInclude;
skip?: number;
take?: number;
cursor?: Prisma.OrderWhereUniqueInput;
where?: Prisma.OrderWhereInput;
orderBy?: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput>;
}): Promise<OrderWithAccount[]> {
const { include, skip, take, cursor, where, orderBy } = params;
return this.prismaService.order.findMany({
cursor,
include,
orderBy,
skip,
take,
where
});
}
}

View File

@ -8,12 +8,10 @@ import {
import { Transform, TransformFnParams } from 'class-transformer';
import {
IsArray,
IsBoolean,
IsEnum,
IsISO8601,
IsNumber,
IsOptional,
IsPositive,
IsString,
Min
} from 'class-validator';
@ -56,7 +54,7 @@ export class UpdateOrderDto {
id: string;
@IsNumber()
@IsPositive()
@Min(0)
quantity: number;
@IsString()
@ -70,6 +68,6 @@ export class UpdateOrderDto {
type: Type;
@IsNumber()
@IsPositive()
@Min(0)
unitPrice: number;
}

View File

@ -61,6 +61,7 @@ export const CurrentRateServiceMock = {
for (const dataGatheringItem of dataGatheringItems) {
values.push({
date,
dataSource: dataGatheringItem.dataSource,
marketPriceInBaseCurrency: mockGetValue(
dataGatheringItem.symbol,
date
@ -74,6 +75,7 @@ export const CurrentRateServiceMock = {
for (const dataGatheringItem of dataGatheringItems) {
values.push({
date,
dataSource: dataGatheringItem.dataSource,
marketPriceInBaseCurrency: mockGetValue(
dataGatheringItem.symbol,
date

View File

@ -2,6 +2,7 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
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 { UniqueAsset } from '@ghostfolio/common/interfaces';
import { DataSource, MarketData } from '@prisma/client';
import { CurrentRateService } from './current-rate.service';
@ -25,30 +26,30 @@ jest.mock('@ghostfolio/api/services/market-data/market-data.service', () => {
getRange: ({
dateRangeEnd,
dateRangeStart,
symbols
uniqueAssets
}: {
dateRangeEnd: Date;
dateRangeStart: Date;
symbols: string[];
uniqueAssets: UniqueAsset[];
}) => {
return Promise.resolve<MarketData[]>([
{
createdAt: dateRangeStart,
dataSource: DataSource.YAHOO,
dataSource: uniqueAssets[0].dataSource,
date: dateRangeStart,
id: '8fa48fde-f397-4b0d-adbc-fb940e830e6d',
marketPrice: 1841.823902,
state: 'CLOSE',
symbol: symbols[0]
symbol: uniqueAssets[0].symbol
},
{
createdAt: dateRangeEnd,
dataSource: DataSource.YAHOO,
dataSource: uniqueAssets[0].dataSource,
date: dateRangeEnd,
id: '082d6893-df27-4c91-8a5d-092e84315b56',
marketPrice: 1847.839966,
state: 'CLOSE',
symbol: symbols[0]
symbol: uniqueAssets[0].symbol
}
]);
}
@ -134,6 +135,7 @@ describe('CurrentRateService', () => {
errors: [],
values: [
{
dataSource: 'YAHOO',
date: undefined,
marketPriceInBaseCurrency: 1841.823902,
symbol: 'AMZN'

View File

@ -2,7 +2,11 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider/data
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, ResponseError } from '@ghostfolio/common/interfaces';
import {
DataProviderInfo,
ResponseError,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { isBefore, isToday } from 'date-fns';
import { flatten, isEmpty, uniqBy } from 'lodash';
@ -52,6 +56,7 @@ export class CurrentRateService {
if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
result.push({
dataSource: dataGatheringItem.dataSource,
date: today,
marketPriceInBaseCurrency:
this.exchangeRateDataService.toCurrency(
@ -75,27 +80,30 @@ export class CurrentRateService {
);
}
const symbols = dataGatheringItems.map((dataGatheringItem) => {
return dataGatheringItem.symbol;
});
const uniqueAssets: UniqueAsset[] = dataGatheringItems.map(
({ dataSource, symbol }) => {
return { dataSource, symbol };
}
);
promises.push(
this.marketDataService
.getRange({
dateQuery,
symbols
uniqueAssets
})
.then((data) => {
return data.map((marketDataItem) => {
return data.map(({ dataSource, date, marketPrice, symbol }) => {
return {
date: marketDataItem.date,
dataSource,
date,
symbol,
marketPriceInBaseCurrency:
this.exchangeRateDataService.toCurrency(
marketDataItem.marketPrice,
currencies[marketDataItem.symbol],
marketPrice,
currencies[symbol],
userCurrency
),
symbol: marketDataItem.symbol
)
};
});
})
@ -112,7 +120,7 @@ export class CurrentRateService {
};
if (!isEmpty(quoteErrors)) {
for (const { symbol } of quoteErrors) {
for (const { dataSource, symbol } of quoteErrors) {
try {
// If missing quote, fallback to the latest available historical market price
let value: GetValueObject = response.values.find((currentValue) => {
@ -121,6 +129,7 @@ export class CurrentRateService {
if (!value) {
value = {
dataSource,
symbol,
date: today,
marketPriceInBaseCurrency: 0

View File

@ -1,5 +1,6 @@
export interface GetValueObject {
import { UniqueAsset } from '@ghostfolio/common/interfaces';
export interface GetValueObject extends UniqueAsset {
date: Date;
marketPriceInBaseCurrency: number;
symbol: string;
}

View File

@ -346,16 +346,34 @@ export class PortfolioController {
this.userService.isRestrictedView(this.request.user)
) {
performanceInformation.chart = performanceInformation.chart.map(
({ date, netPerformanceInPercentage, totalInvestment, value }) => {
({
date,
netPerformanceInPercentage,
netWorth,
totalInvestment,
value
}) => {
return {
date,
netPerformanceInPercentage,
totalInvestment: new Big(totalInvestment)
.div(performanceInformation.performance.totalInvestment)
.toNumber(),
valueInPercentage: new Big(value)
.div(performanceInformation.performance.currentValue)
.toNumber()
netWorthInPercentage:
performanceInformation.performance.currentNetWorth === 0
? 0
: new Big(netWorth)
.div(performanceInformation.performance.currentNetWorth)
.toNumber(),
totalInvestment:
performanceInformation.performance.totalInvestment === 0
? 0
: new Big(totalInvestment)
.div(performanceInformation.performance.totalInvestment)
.toNumber(),
valueInPercentage:
performanceInformation.performance.currentValue === 0
? 0
: new Big(value)
.div(performanceInformation.performance.currentValue)
.toNumber()
};
}
);
@ -365,6 +383,7 @@ export class PortfolioController {
[
'currentGrossPerformance',
'currentNetPerformance',
'currentNetWorth',
'currentValue',
'totalInvestment'
]

View File

@ -1,8 +1,8 @@
import { AccessModule } from '@ghostfolio/api/app/access/access.module';
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
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/configuration.module';
import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';

View File

@ -1,3 +1,4 @@
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
@ -67,14 +68,16 @@ import {
isBefore,
isSameMonth,
isSameYear,
isValid,
max,
min,
parseISO,
set,
setDayOfYear,
subDays,
subYears
} from 'date-fns';
import { isEmpty, sortBy, uniq, uniqBy } from 'lodash';
import { isEmpty, last, sortBy, uniq, uniqBy } from 'lodash';
import {
HistoricalDataContainer,
@ -91,6 +94,7 @@ const europeMarkets = require('../../assets/countries/europe-markets.json');
@Injectable()
export class PortfolioService {
public constructor(
private readonly accountBalanceService: AccountBalanceService,
private readonly accountService: AccountService,
private readonly currentRateService: CurrentRateService,
private readonly dataProviderService: DataProviderService,
@ -114,8 +118,12 @@ export class PortfolioService {
}): Promise<AccountWithValue[]> {
const where: Prisma.AccountWhereInput = { userId: userId };
if (filters?.[0].id && filters?.[0].type === 'ACCOUNT') {
where.id = filters[0].id;
const accountFilter = filters?.find(({ type }) => {
return type === 'ACCOUNT';
});
if (accountFilter) {
where.id = accountFilter.id;
}
const [accounts, details] = await Promise.all([
@ -217,7 +225,7 @@ export class PortfolioService {
}): Promise<InvestmentItem[]> {
const userId = await this.getUserId(impersonationId, this.request.user.id);
const activities = await this.orderService.getOrders({
const { activities } = await this.orderService.getOrders({
filters,
userId,
types: ['DIVIDEND'],
@ -267,6 +275,13 @@ export class PortfolioService {
includeDrafts: true
});
if (transactionPoints.length === 0) {
return {
investments: [],
streaks: { currentStreak: 0, longestStreak: 0 }
};
}
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
@ -274,12 +289,6 @@ export class PortfolioService {
});
portfolioCalculator.setTransactionPoints(transactionPoints);
if (transactionPoints.length === 0) {
return {
investments: [],
streaks: { currentStreak: 0, longestStreak: 0 }
};
}
let investments: InvestmentItem[];
@ -367,67 +376,6 @@ export class PortfolioService {
};
}
public async getChart({
dateRange = 'max',
filters,
impersonationId,
userCurrency,
userId,
withExcludedAccounts = false
}: {
dateRange?: DateRange;
filters?: Filter[];
impersonationId: string;
userCurrency: string;
userId: string;
withExcludedAccounts?: boolean;
}): Promise<HistoricalDataContainer> {
userId = await this.getUserId(impersonationId, userId);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
filters,
userId,
withExcludedAccounts
});
const portfolioCalculator = new PortfolioCalculator({
currency: userCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
portfolioCalculator.setTransactionPoints(transactionPoints);
if (transactionPoints.length === 0) {
return {
isAllTimeHigh: false,
isAllTimeLow: false,
items: []
};
}
const endDate = new Date();
const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(dateRange, portfolioStart);
const daysInMarket = differenceInDays(new Date(), startDate);
const step = Math.round(
daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
);
const items = await portfolioCalculator.getChartData(
startDate,
endDate,
step
);
return {
items,
isAllTimeHigh: false,
isAllTimeLow: false
};
}
public async getDetails({
dateRange = 'max',
filters,
@ -731,13 +679,13 @@ export class PortfolioService {
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const orders = (
await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ SymbolProfile }) => {
const { activities } = await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
});
const orders = activities.filter(({ SymbolProfile }) => {
return (
SymbolProfile.dataSource === aDataSource &&
SymbolProfile.symbol === aSymbol
@ -879,7 +827,7 @@ export class PortfolioService {
let currentAveragePrice = 0;
let currentQuantity = 0;
const currentSymbol = transactionPoints[j].items.find(
const currentSymbol = transactionPoints[j]?.items.find(
({ symbol }) => {
return symbol === aSymbol;
}
@ -1028,12 +976,6 @@ export class PortfolioService {
userId
});
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
if (transactionPoints?.length <= 0) {
return {
hasErrors: false,
@ -1041,6 +983,12 @@ export class PortfolioService {
};
}
const portfolioCalculator = new PortfolioCalculator({
currency: this.request.user.Settings.settings.baseCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date);
@ -1126,6 +1074,31 @@ export class PortfolioService {
const user = await this.userService.user({ id: userId });
const userCurrency = this.getUserCurrency(user);
const accountBalances = await this.accountBalanceService.getAccountBalances(
{ filters, user, withExcludedAccounts }
);
let accountBalanceItems: HistoricalDataItem[] = Object.values(
// Reduce the array to a map with unique dates as keys
accountBalances.balances.reduce(
(
map: { [date: string]: HistoricalDataItem },
{ date, valueInBaseCurrency }
) => {
const formattedDate = format(date, DATE_FORMAT);
// Store the item in the map, overwriting if the date already exists
map[formattedDate] = {
date: formattedDate,
value: valueInBaseCurrency
};
return map;
},
{}
)
);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
filters,
@ -1139,7 +1112,7 @@ export class PortfolioService {
orders: portfolioOrders
});
if (transactionPoints?.length <= 0) {
if (accountBalanceItems?.length <= 0 && transactionPoints?.length <= 0) {
return {
chart: [],
firstOrderDate: undefined,
@ -1149,6 +1122,7 @@ export class PortfolioService {
currentGrossPerformancePercent: 0,
currentNetPerformance: 0,
currentNetPerformancePercent: 0,
currentNetWorth: 0,
currentValue: 0,
totalInvestment: 0
}
@ -1157,7 +1131,15 @@ export class PortfolioService {
portfolioCalculator.setTransactionPoints(transactionPoints);
const portfolioStart = parseDate(transactionPoints[0].date);
const portfolioStart = min(
[
parseDate(accountBalanceItems[0]?.date),
parseDate(transactionPoints[0]?.date)
].filter((date) => {
return isValid(date);
})
);
const startDate = this.getStartDate(dateRange, portfolioStart);
const {
currentValue,
@ -1175,17 +1157,17 @@ export class PortfolioService {
let currentNetPerformance = netPerformance;
let currentNetPerformancePercent = netPerformancePercentage;
const historicalDataContainer = await this.getChart({
const { items } = await this.getChart({
dateRange,
filters,
impersonationId,
portfolioOrders,
transactionPoints,
userCurrency,
userId,
withExcludedAccounts
userId
});
const itemOfToday = historicalDataContainer.items.find((item) => {
return item.date === format(new Date(), DATE_FORMAT);
const itemOfToday = items.find(({ date }) => {
return date === format(new Date(), DATE_FORMAT);
});
if (itemOfToday) {
@ -1195,34 +1177,42 @@ export class PortfolioService {
).div(100);
}
accountBalanceItems = accountBalanceItems.filter(({ date }) => {
return !isBefore(parseDate(date), startDate);
});
const accountBalanceItemOfToday = accountBalanceItems.find(({ date }) => {
return date === format(new Date(), DATE_FORMAT);
});
if (!accountBalanceItemOfToday) {
accountBalanceItems.push({
date: format(new Date(), DATE_FORMAT),
value: last(accountBalanceItems)?.value ?? 0
});
}
const mergedHistoricalDataItems = this.mergeHistoricalDataItems(
accountBalanceItems,
items
);
const currentHistoricalDataItem = last(mergedHistoricalDataItems);
const currentNetWorth = currentHistoricalDataItem?.netWorth ?? 0;
return {
errors,
hasErrors,
chart: historicalDataContainer.items.map(
({
date,
netPerformance: netPerformanceOfItem,
netPerformanceInPercentage,
totalInvestment: totalInvestmentOfItem,
value
}) => {
return {
date,
netPerformanceInPercentage,
value,
netPerformance: netPerformanceOfItem,
totalInvestment: totalInvestmentOfItem
};
}
),
firstOrderDate: parseDate(historicalDataContainer.items[0]?.date),
chart: mergedHistoricalDataItems,
firstOrderDate: parseDate(items[0]?.date),
performance: {
currentValue: currentValue.toNumber(),
currentNetWorth,
currentGrossPerformance: currentGrossPerformance.toNumber(),
currentGrossPerformancePercent:
currentGrossPerformancePercent.toNumber(),
currentNetPerformance: currentNetPerformance.toNumber(),
currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
currentValue: currentValue.toNumber(),
totalInvestment: totalInvestment.toNumber()
}
};
@ -1376,6 +1366,62 @@ export class PortfolioService {
return cashPositions;
}
private async getChart({
dateRange = 'max',
impersonationId,
portfolioOrders,
transactionPoints,
userCurrency,
userId
}: {
dateRange?: DateRange;
impersonationId: string;
portfolioOrders: PortfolioOrder[];
transactionPoints: TransactionPoint[];
userCurrency: string;
userId: string;
}): Promise<HistoricalDataContainer> {
if (transactionPoints.length === 0) {
return {
isAllTimeHigh: false,
isAllTimeLow: false,
items: []
};
}
userId = await this.getUserId(impersonationId, userId);
const portfolioCalculator = new PortfolioCalculator({
currency: userCurrency,
currentRateService: this.currentRateService,
orders: portfolioOrders
});
portfolioCalculator.setTransactionPoints(transactionPoints);
const endDate = new Date();
const portfolioStart = parseDate(transactionPoints[0].date);
const startDate = this.getStartDate(dateRange, portfolioStart);
const daysInMarket = differenceInDays(new Date(), startDate);
const step = Math.round(
daysInMarket / Math.min(daysInMarket, MAX_CHART_ITEMS)
);
const items = await portfolioCalculator.getChartData(
startDate,
endDate,
step
);
return {
items,
isAllTimeHigh: false,
isAllTimeLow: false
};
}
private getDividendsByGroup({
dividends,
groupBy
@ -1593,18 +1639,18 @@ export class PortfolioService {
userId
});
const activities = await this.orderService.getOrders({
const { activities } = await this.orderService.getOrders({
userCurrency,
userId
});
const excludedActivities = (
await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
})
).filter(({ Account: account }) => {
let { activities: excludedActivities } = await this.orderService.getOrders({
userCurrency,
userId,
withExcludedAccounts: true
});
excludedActivities = excludedActivities.filter(({ Account: account }) => {
return account?.isExcluded ?? false;
});
@ -1784,7 +1830,7 @@ export class PortfolioService {
const userCurrency =
this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY;
const orders = await this.orderService.getOrders({
const { activities, count } = await this.orderService.getOrders({
filters,
includeDrafts,
userCurrency,
@ -1793,11 +1839,11 @@ export class PortfolioService {
types: ['BUY', 'SELL']
});
if (orders.length <= 0) {
if (count <= 0) {
return { transactionPoints: [], orders: [], portfolioOrders: [] };
}
const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
const portfolioOrders: PortfolioOrder[] = activities.map((order) => ({
currency: order.SymbolProfile.currency,
dataSource: order.SymbolProfile.dataSource,
date: format(order.date, DATE_FORMAT),
@ -1831,8 +1877,8 @@ export class PortfolioService {
portfolioCalculator.computeTransactionPoints();
return {
orders,
portfolioOrders,
orders: activities,
transactionPoints: portfolioCalculator.getTransactionPoints()
};
}
@ -1867,13 +1913,14 @@ export class PortfolioService {
userId: string;
withExcludedAccounts?: boolean;
}) {
const ordersOfTypeItemOrLiability = await this.orderService.getOrders({
filters,
userCurrency,
userId,
withExcludedAccounts,
types: ['ITEM', 'LIABILITY']
});
const { activities: ordersOfTypeItemOrLiability } =
await this.orderService.getOrders({
filters,
userCurrency,
userId,
withExcludedAccounts,
types: ['ITEM', 'LIABILITY']
});
const accounts: PortfolioDetails['accounts'] = {};
const platforms: PortfolioDetails['platforms'] = {};
@ -1892,9 +1939,13 @@ export class PortfolioService {
});
} else {
const accountIds = uniq(
orders.map(({ accountId }) => {
return accountId;
})
orders
.filter(({ accountId }) => {
return accountId;
})
.map(({ accountId }) => {
return accountId;
})
);
currentAccounts = await this.accountService.accounts({
@ -1995,4 +2046,44 @@ export class PortfolioService {
return { accounts, platforms };
}
private mergeHistoricalDataItems(
accountBalanceItems: HistoricalDataItem[],
performanceChartItems: HistoricalDataItem[]
): HistoricalDataItem[] {
const historicalDataItemsMap: { [date: string]: HistoricalDataItem } = {};
let latestAccountBalance = 0;
for (const item of accountBalanceItems.concat(performanceChartItems)) {
const isAccountBalanceItem = accountBalanceItems.includes(item);
const totalAccountBalance = isAccountBalanceItem
? item.value
: latestAccountBalance;
if (isAccountBalanceItem && performanceChartItems.length > 0) {
latestAccountBalance = item.value;
} else {
historicalDataItemsMap[item.date] = {
...item,
totalAccountBalance,
netWorth:
(isAccountBalanceItem ? 0 : item.value) + totalAccountBalance
};
}
}
// Convert to an array and sort by date in ascending order
const historicalDataItems = Object.keys(historicalDataItemsMap).map(
(date) => {
return historicalDataItemsMap[date];
}
);
historicalDataItems.sort(
(a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
);
return historicalDataItems;
}
}

View File

@ -111,14 +111,14 @@ export class SubscriptionService {
aSubscriptions: Subscription[]
): UserWithSettings['subscription'] {
if (aSubscriptions.length > 0) {
const latestSubscription = aSubscriptions.reduce((a, b) => {
const { expiresAt, price } = aSubscriptions.reduce((a, b) => {
return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
});
return {
expiresAt: latestSubscription.expiresAt,
offer: latestSubscription.price === 0 ? 'default' : 'renewal',
type: isBefore(new Date(), latestSubscription.expiresAt)
expiresAt,
offer: price ? 'renewal' : 'default',
type: isBefore(new Date(), expiresAt)
? SubscriptionType.Premium
: SubscriptionType.Basic
};

View File

@ -40,7 +40,12 @@ export class SymbolService {
const marketData = await this.marketDataService.getRange({
dateQuery: { gte: subDays(new Date(), days) },
symbols: [dataGatheringItem.symbol]
uniqueAssets: [
{
dataSource: dataGatheringItem.dataSource,
symbol: dataGatheringItem.symbol
}
]
});
historicalData = marketData.map(({ date, marketPrice: value }) => {

View File

@ -7,9 +7,14 @@ import { TagService } from '@ghostfolio/api/services/tag/tag.service';
import {
DEFAULT_CURRENCY,
PROPERTY_IS_READ_ONLY_MODE,
PROPERTY_SYSTEM_MESSAGE,
locale
} from '@ghostfolio/common/config';
import { User as IUser, UserSettings } from '@ghostfolio/common/interfaces';
import {
User as IUser,
SystemMessage,
UserSettings
} from '@ghostfolio/common/interfaces';
import {
getPermissions,
hasRole,
@ -48,6 +53,17 @@ export class UserService {
orderBy: { alias: 'asc' },
where: { GranteeUser: { id } }
});
let systemMessage: SystemMessage;
const systemMessageProperty = (await this.propertyService.getByKey(
PROPERTY_SYSTEM_MESSAGE
)) as SystemMessage;
if (systemMessageProperty?.targetGroups?.includes(subscription?.type)) {
systemMessage = systemMessageProperty;
}
let tags = await this.tagService.getByUser(id);
if (
@ -61,6 +77,7 @@ export class UserService {
id,
permissions,
subscription,
systemMessage,
tags,
access: access.map((accessItem) => {
return {
@ -110,7 +127,9 @@ export class UserService {
updatedAt
} = await this.prismaService.user.findUnique({
include: {
Account: true,
Account: {
include: { Platform: true }
},
Analytics: true,
Settings: true,
Subscription: true
@ -179,16 +198,18 @@ export class UserService {
new Date(),
user.createdAt
);
let frequency = 20;
let frequency = 15;
if (daysSinceRegistration > 180) {
if (daysSinceRegistration > 365) {
frequency = 2;
} else if (daysSinceRegistration > 180) {
frequency = 3;
} else if (daysSinceRegistration > 60) {
frequency = 5;
} else if (daysSinceRegistration > 30) {
frequency = 10;
frequency = 8;
} else if (daysSinceRegistration > 15) {
frequency = 15;
frequency = 12;
}
if (Analytics?.activityCount % frequency === 1) {
@ -233,8 +254,8 @@ export class UserService {
currentPermissions.push(permissions.impersonateAllUsers);
}
user.Account = sortBy(user.Account, (account) => {
return account.name;
user.Account = sortBy(user.Account, ({ name }) => {
return name.toLowerCase();
});
user.permissions = currentPermissions.sort();

View File

@ -54,10 +54,22 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allvue-systems</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-basil-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -70,10 +82,18 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-compound-planning</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-de.fi</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -82,6 +102,10 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-empower</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>
@ -90,6 +114,10 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finwise</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -114,6 +142,10 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</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>
@ -122,6 +154,10 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -146,6 +182,10 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -174,18 +214,34 @@
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-tiller</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-whal</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/de/ueber-uns</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -290,6 +346,14 @@
<loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/11/black-week-2023</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/blog/2023/11/hacktoberfest-2023-debriefing</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/faq</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -324,10 +388,22 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allvue-systems</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-basil-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -340,10 +416,18 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-compound-planning</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-de.fi</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>
@ -352,6 +436,10 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-empower</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -360,6 +448,10 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finwise</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>
@ -384,6 +476,10 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -392,6 +488,10 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monarch-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -416,6 +516,10 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-rocket-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -444,18 +548,34 @@
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-tiller</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-vyzer</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-whal</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/en/resources/personal-finance-tools/open-source-alternative-to-ynab</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>
@ -622,10 +742,22 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allvue-systems</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-basil-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -638,10 +770,18 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-compound-planning</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-de.fi</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-delta</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -650,6 +790,10 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-empower</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-exirio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -658,6 +802,10 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finwise</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -682,6 +830,10 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-magnifi</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>
@ -690,6 +842,10 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monarch-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -714,6 +870,10 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-rocket-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -742,18 +902,34 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-tiller</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-vyzer</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-whal</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-ynab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -766,10 +942,22 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-8figures</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-allvue-systems</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-basil-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -782,10 +970,18 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-compound-planning</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-de.fi</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>
@ -794,6 +990,10 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-empower</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -802,6 +1002,10 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finary</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finwise</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>
@ -826,6 +1030,10 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
@ -834,6 +1042,10 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -858,6 +1070,10 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-rocket-money</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -886,18 +1102,34 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-tiller</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-vyzer</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-whal</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/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</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>
@ -944,6 +1176,10 @@
<loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pl</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pt</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>

View File

@ -0,0 +1,6 @@
import { SetMetadata } from '@nestjs/common';
export const HAS_PERMISSION_KEY = 'has_permission';
export function HasPermission(permission: string) {
return SetMetadata(HAS_PERMISSION_KEY, permission);
}

View File

@ -0,0 +1,55 @@
import { HttpException } from '@nestjs/common';
import { Reflector } from '@nestjs/core';
import { ExecutionContextHost } from '@nestjs/core/helpers/execution-context-host';
import { Test, TestingModule } from '@nestjs/testing';
import { HasPermissionGuard } from './has-permission.guard';
describe('HasPermissionGuard', () => {
let guard: HasPermissionGuard;
let reflector: Reflector;
beforeEach(async () => {
const module: TestingModule = await Test.createTestingModule({
providers: [HasPermissionGuard, Reflector]
}).compile();
guard = module.get<HasPermissionGuard>(HasPermissionGuard);
reflector = module.get<Reflector>(Reflector);
});
function setupReflectorSpy(returnValue: string) {
jest.spyOn(reflector, 'get').mockReturnValue(returnValue);
}
function createMockExecutionContext(permissions: string[]) {
return new ExecutionContextHost([
{
user: {
permissions // Set user permissions based on the argument
}
}
]);
}
it('should deny access if the user does not have any permission', () => {
setupReflectorSpy('required-permission');
const noPermissions = createMockExecutionContext([]);
expect(() => guard.canActivate(noPermissions)).toThrow(HttpException);
});
it('should deny access if the user has the wrong permission', () => {
setupReflectorSpy('required-permission');
const wrongPermission = createMockExecutionContext(['wrong-permission']);
expect(() => guard.canActivate(wrongPermission)).toThrow(HttpException);
});
it('should allow access if the user has the required permission', () => {
setupReflectorSpy('required-permission');
const rightPermission = createMockExecutionContext(['required-permission']);
expect(guard.canActivate(rightPermission)).toBe(true);
});
});

View File

@ -0,0 +1,37 @@
import { HAS_PERMISSION_KEY } from '@ghostfolio/api/decorators/has-permission.decorator';
import { hasPermission } from '@ghostfolio/common/permissions';
import {
CanActivate,
ExecutionContext,
HttpException,
Injectable
} from '@nestjs/common';
import { Reflector } from '@nestjs/core';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
export class HasPermissionGuard implements CanActivate {
public constructor(private reflector: Reflector) {}
public canActivate(context: ExecutionContext): boolean {
const requiredPermission = this.reflector.get<string>(
HAS_PERMISSION_KEY,
context.getHandler()
);
if (!requiredPermission) {
return true; // No specific permissions required
}
const { user } = context.switchToHttp().getRequest();
if (!user || !hasPermission(user.permissions, requiredPermission)) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
return true;
}
}

View File

@ -75,6 +75,14 @@ const locales = {
'/en/blog/2023/09/hacktoberfest-2023': {
featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
title: `Hacktoberfest 2023 - ${title}`
},
'/en/blog/2023/11/black-week-2023': {
featureGraphicPath: 'assets/images/blog/black-week-2023.jpg',
title: `Black Week 2023 - ${title}`
},
'/en/blog/2023/11/hacktoberfest-2023-debriefing': {
featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
title: `Hacktoberfest 2023 Debriefing - ${title}`
}
};
@ -83,6 +91,9 @@ const isFileRequest = (filename: string) => {
return true;
} else if (
filename.includes('auth/ey') ||
filename.includes(
'personal-finance-tools/open-source-alternative-to-de.fi'
) ||
filename.includes(
'personal-finance-tools/open-source-alternative-to-markets.sh'
)

View File

@ -1,10 +0,0 @@
import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
import { Module } from '@nestjs/common';
@Module({
exports: [AccountBalanceService],
imports: [PrismaModule],
providers: [AccountBalanceService]
})
export class AccountBalanceModule {}

View File

@ -1,42 +0,0 @@
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { AccountBalancesResponse } from '@ghostfolio/common/interfaces';
import { Injectable } from '@nestjs/common';
import { AccountBalance, Prisma } from '@prisma/client';
@Injectable()
export class AccountBalanceService {
public constructor(private readonly prismaService: PrismaService) {}
public async createAccountBalance(
data: Prisma.AccountBalanceCreateInput
): Promise<AccountBalance> {
return this.prismaService.accountBalance.create({
data
});
}
public async getAccountBalances({
accountId,
userId
}: {
accountId: string;
userId: string;
}): Promise<AccountBalancesResponse> {
const balances = await this.prismaService.accountBalance.findMany({
orderBy: {
date: 'asc'
},
select: {
date: true,
id: true,
value: true
},
where: {
accountId,
userId
}
});
return { balances };
}
}

View File

@ -5,6 +5,7 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
@ -106,8 +107,10 @@ export class AlphaVantageService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
return {};

View File

@ -56,7 +56,13 @@ export class CoinGeckoService implements DataProviderInterface {
response.name = name;
} catch (error) {
Logger.error(error, 'CoinGeckoService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'CoinGeckoService');
}
return response;
@ -135,8 +141,10 @@ export class CoinGeckoService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};
@ -150,9 +158,9 @@ export class CoinGeckoService implements DataProviderInterface {
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
}, requestTimeout);
const response = await got(
const quotes = await got(
`${this.URL}/simple/price?ids=${symbols.join(
','
)}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
@ -162,19 +170,23 @@ export class CoinGeckoService implements DataProviderInterface {
}
).json<any>();
for (const symbol in response) {
if (Object.prototype.hasOwnProperty.call(response, symbol)) {
response[symbol] = {
currency: DEFAULT_CURRENCY,
dataProviderInfo: this.getDataProviderInfo(),
dataSource: DataSource.COINGECKO,
marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
marketState: 'open'
};
}
for (const symbol in quotes) {
response[symbol] = {
currency: DEFAULT_CURRENCY,
dataProviderInfo: this.getDataProviderInfo(),
dataSource: DataSource.COINGECKO,
marketPrice: quotes[symbol][DEFAULT_CURRENCY.toLowerCase()],
marketState: 'open'
};
}
} catch (error) {
Logger.error(error, 'CoinGeckoService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'CoinGeckoService');
}
return response;
@ -216,7 +228,13 @@ export class CoinGeckoService implements DataProviderInterface {
};
});
} catch (error) {
Logger.error(error, 'CoinGeckoService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'CoinGeckoService');
}
return { items };

View File

@ -2,6 +2,7 @@ import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/in
import { HttpException, Inject, Injectable } from '@nestjs/common';
import { Prisma } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import ms from 'ms';
@Injectable()
export class DataEnhancerService {
@ -24,6 +25,7 @@ export class DataEnhancerService {
try {
const assetProfile = await dataEnhancer.enhance({
requestTimeout: ms('30 seconds'),
response: {
assetClass: 'EQUITY',
assetSubClass: 'ETF'

View File

@ -15,9 +15,11 @@ export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
) {}
public async enhance({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
response,
symbol
}: {
requestTimeout?: number;
response: Partial<SymbolProfile>;
symbol: string;
}): Promise<Partial<SymbolProfile>> {
@ -45,7 +47,7 @@ export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
}, requestTimeout);
const mappings = await got
.post(`${OpenFigiDataEnhancerService.baseUrl}/v3/mapping`, {

View File

@ -13,6 +13,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
private static countriesMapping = {
'Russian Federation': 'Russia'
};
private static holdingsWeightTreshold = 0.85;
private static sectorsMapping = {
'Consumer Discretionary': 'Consumer Cyclical',
'Consumer Defensive': 'Consumer Staples',
@ -21,9 +22,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
};
public async enhance({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
response,
symbol
}: {
requestTimeout?: number;
response: Partial<SymbolProfile>;
symbol: string;
}): Promise<Partial<SymbolProfile>> {
@ -37,7 +40,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
}, requestTimeout);
const profile = await got(
`${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol}.json`,
@ -111,7 +114,9 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
});
});
if (holdings?.weight < 0.95) {
if (
holdings?.weight < TrackinsightDataEnhancerService.holdingsWeightTreshold
) {
// Skip if data is inaccurate
return response;
}

View File

@ -1,6 +1,10 @@
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
import { DEFAULT_CURRENCY, UNKNOWN_KEY } from '@ghostfolio/common/config';
import {
DEFAULT_CURRENCY,
DEFAULT_REQUEST_TIMEOUT,
UNKNOWN_KEY
} from '@ghostfolio/common/config';
import { isCurrency } from '@ghostfolio/common/helper';
import { Injectable, Logger } from '@nestjs/common';
import {
@ -10,6 +14,7 @@ import {
Prisma,
SymbolProfile
} from '@prisma/client';
import { isISIN } from 'class-validator';
import { countries } from 'countries-list';
import yahooFinance from 'yahoo-finance2';
import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
@ -71,9 +76,11 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
}
public async enhance({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
response,
symbol
}: {
requestTimeout?: number;
response: Partial<SymbolProfile>;
symbol: string;
}): Promise<Partial<SymbolProfile>> {
@ -156,7 +163,20 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
const response: Partial<SymbolProfile> = {};
try {
const symbol = this.convertToYahooFinanceSymbol(aSymbol);
let symbol = aSymbol;
if (isISIN(symbol)) {
try {
const { quotes } = await yahooFinance.search(symbol);
if (quotes.length === 1) {
symbol = quotes[0].symbol;
}
} catch {}
} else {
symbol = this.convertToYahooFinanceSymbol(symbol);
}
const assetProfile = await yahooFinance.quoteSummary(symbol, {
modules: ['price', 'summaryProfile', 'topHoldings']
});
@ -176,7 +196,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
shortName: assetProfile.price.shortName,
symbol: assetProfile.price.symbol
});
response.symbol = aSymbol;
response.symbol = assetProfile.price.symbol;
if (assetSubClass === AssetSubClass.MUTUALFUND) {
response.sectors = [];

View File

@ -17,6 +17,7 @@ import { Inject, Injectable, Logger } from '@nestjs/common';
import { DataSource, MarketData, SymbolProfile } from '@prisma/client';
import { format, isValid } from 'date-fns';
import { groupBy, isEmpty, isNumber } from 'lodash';
import ms from 'ms';
@Injectable()
export class DataProviderService {
@ -52,6 +53,7 @@ export class DataProviderService {
symbol
}
],
requestTimeout: ms('30 seconds'),
useCache: false
});
@ -236,9 +238,11 @@ export class DataProviderService {
public async getQuotes({
items,
requestTimeout,
useCache = true
}: {
items: UniqueAsset[];
requestTimeout?: number;
useCache?: boolean;
}): Promise<{
[symbol: string]: IDataProviderResponse;
@ -312,7 +316,7 @@ export class DataProviderService {
);
const promise = Promise.resolve(
dataProvider.getQuotes({ symbols: symbolsChunk })
dataProvider.getQuotes({ requestTimeout, symbols: symbolsChunk })
);
promises.push(
@ -342,7 +346,7 @@ export class DataProviderService {
);
try {
this.marketDataService.updateMany({
await this.marketDataService.updateMany({
data: Object.keys(response)
.filter((symbol) => {
return (

View File

@ -132,8 +132,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
let response: { [symbol: string]: IDataProviderResponse } = {};
@ -151,7 +153,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
}, requestTimeout);
const realTimeResponse = await got(
`${this.URL}/real-time/${eodHistoricalDataSymbols[0]}?api_token=${
@ -227,7 +229,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
return response;
} catch (error) {
Logger.error(error, 'EodHistoricalDataService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'EodHistoricalDataService');
}
return {};
@ -380,7 +388,13 @@ export class EodHistoricalDataService implements DataProviderInterface {
}
);
} catch (error) {
Logger.error(error, 'EodHistoricalDataService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'EodHistoricalDataService');
}
return searchResult;

View File

@ -114,8 +114,10 @@ export class FinancialModelingPrepService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};
@ -129,9 +131,9 @@ export class FinancialModelingPrepService implements DataProviderInterface {
setTimeout(() => {
abortController.abort();
}, DEFAULT_REQUEST_TIMEOUT);
}, requestTimeout);
const response = await got(
const quotes = await got(
`${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
{
// @ts-ignore
@ -139,7 +141,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
}
).json<any>();
for (const { price, symbol } of response) {
for (const { price, symbol } of quotes) {
response[symbol] = {
currency: DEFAULT_CURRENCY,
dataProviderInfo: this.getDataProviderInfo(),
@ -149,7 +151,13 @@ export class FinancialModelingPrepService implements DataProviderInterface {
};
}
} catch (error) {
Logger.error(error, 'FinancialModelingPrepService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'FinancialModelingPrepService');
}
return response;
@ -194,7 +202,13 @@ export class FinancialModelingPrepService implements DataProviderInterface {
};
});
} catch (error) {
Logger.error(error, 'FinancialModelingPrepService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'FinancialModelingPrepService');
}
return { items };

View File

@ -7,6 +7,7 @@ import {
} from '@ghostfolio/api/services/interfaces/interfaces';
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
@ -100,8 +101,10 @@ export class GoogleSheetsService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};

View File

@ -2,9 +2,11 @@ import { SymbolProfile } from '@prisma/client';
export interface DataEnhancerInterface {
enhance({
requestTimeout,
response,
symbol
}: {
requestTimeout?: number;
response: Partial<SymbolProfile>;
symbol: string;
}): Promise<Partial<SymbolProfile>>;

View File

@ -37,8 +37,10 @@ export interface DataProviderInterface {
getName(): DataSource;
getQuotes({
requestTimeout,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }>;

View File

@ -134,8 +134,10 @@ export class ManualService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};

View File

@ -88,8 +88,10 @@ export class RapidApiService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
if (symbols.length <= 0) {
@ -161,7 +163,13 @@ export class RapidApiService implements DataProviderInterface {
return fgi;
} catch (error) {
Logger.error(error, 'RapidApiService');
let message = error;
if (error?.code === 'ABORT_ERR') {
message = `RequestError: The operation was aborted because the request to the data provider took more than ${DEFAULT_REQUEST_TIMEOUT}ms`;
}
Logger.error(message, 'RapidApiService');
return undefined;
}

View File

@ -6,7 +6,10 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
import {
DEFAULT_CURRENCY,
DEFAULT_REQUEST_TIMEOUT
} from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
@ -30,7 +33,7 @@ export class YahooFinanceService implements DataProviderInterface {
public async getAssetProfile(
aSymbol: string
): Promise<Partial<SymbolProfile>> {
const { assetClass, assetSubClass, currency, name } =
const { assetClass, assetSubClass, currency, name, symbol } =
await this.yahooFinanceDataEnhancerService.getAssetProfile(aSymbol);
return {
@ -38,8 +41,8 @@ export class YahooFinanceService implements DataProviderInterface {
assetSubClass,
currency,
name,
dataSource: this.getName(),
symbol: aSymbol
symbol,
dataSource: this.getName()
};
}
@ -157,8 +160,10 @@ export class YahooFinanceService implements DataProviderInterface {
}
public async getQuotes({
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
symbols
}: {
requestTimeout?: number;
symbols: string[];
}): Promise<{ [symbol: string]: IDataProviderResponse }> {
const response: { [symbol: string]: IDataProviderResponse } = {};

View File

@ -95,6 +95,30 @@ export class ExchangeRateDataService {
const [currency1, currency2] = symbol.match(/.{1,3}/g);
const [date] = Object.keys(result[symbol]);
// Add derived currencies
if (currency2 === 'GBP') {
resultExtended[`${currency1}GBp`] = {
[date]: {
marketPrice:
result[`${currency1}${currency2}`][date].marketPrice * 100
}
};
} else if (currency2 === 'ILS') {
resultExtended[`${currency1}ILA`] = {
[date]: {
marketPrice:
result[`${currency1}${currency2}`][date].marketPrice * 100
}
};
} else if (currency2 === 'ZAR') {
resultExtended[`${currency1}ZAc`] = {
[date]: {
marketPrice:
result[`${currency1}${currency2}`][date].marketPrice * 100
}
};
}
// Calculate the opposite direction
resultExtended[`${currency2}${currency1}`] = {
[date]: {

View File

@ -59,12 +59,12 @@ export class MarketDataService {
public async getRange({
dateQuery,
symbols
uniqueAssets
}: {
dateQuery: DateQuery;
symbols: string[];
uniqueAssets: UniqueAsset[];
}): Promise<MarketData[]> {
return await this.prismaService.marketData.findMany({
return this.prismaService.marketData.findMany({
orderBy: [
{
date: 'asc'
@ -74,24 +74,33 @@ export class MarketDataService {
}
],
where: {
dataSource: {
in: uniqueAssets.map(({ dataSource }) => {
return dataSource;
})
},
date: dateQuery,
symbol: {
in: symbols
in: uniqueAssets.map(({ symbol }) => {
return symbol;
})
}
}
});
}
public async marketDataItems(params: {
select?: Prisma.MarketDataSelectScalar;
skip?: number;
take?: number;
cursor?: Prisma.MarketDataWhereUniqueInput;
where?: Prisma.MarketDataWhereInput;
orderBy?: Prisma.MarketDataOrderByWithRelationInput;
}): Promise<MarketData[]> {
const { skip, take, cursor, where, orderBy } = params;
const { select, skip, take, cursor, where, orderBy } = params;
return this.prismaService.marketData.findMany({
select,
cursor,
orderBy,
skip,

View File

@ -57,7 +57,7 @@ export class TwitterBotService {
symbolItem.marketPrice
}/100)`;
const benchmarkListing = await this.getBenchmarkListing(3);
const benchmarkListing = await this.getBenchmarkListing();
if (benchmarkListing?.length > 1) {
status += '\n\n';
@ -78,29 +78,22 @@ export class TwitterBotService {
}
}
private async getBenchmarkListing(aMax: number) {
private async getBenchmarkListing() {
const benchmarks = await this.benchmarkService.getBenchmarks({
enableSharing: true,
useCache: false
});
const benchmarkListing: string[] = [];
for (const [index, benchmark] of benchmarks.entries()) {
if (index > aMax - 1) {
break;
}
benchmarkListing.push(
`${benchmark.name} ${(
benchmark.performances.allTimeHigh.performancePercent * 100
return benchmarks
.map(({ marketCondition, name, performances }) => {
return `${name} ${(
performances.allTimeHigh.performancePercent * 100
).toFixed(1)}%${
benchmark.marketCondition !== 'NEUTRAL_MARKET'
? ' ' + resolveMarketCondition(benchmark.marketCondition).emoji
marketCondition !== 'NEUTRAL_MARKET'
? ' ' + resolveMarketCondition(marketCondition).emoji
: ''
}`
);
}
return benchmarkListing.join('\n');
}`;
})
.join('\n');
}
}

View File

@ -0,0 +1,6 @@
const { composePlugins, withNx } = require('@nx/webpack');
module.exports = composePlugins(withNx(), (config, { options, context }) => {
// Customize webpack config here
return config;
});

View File

@ -60,6 +60,10 @@
"baseHref": "/nl/",
"localize": ["nl"]
},
"development-pl": {
"baseHref": "/pl/",
"localize": ["pl"]
},
"development-pt": {
"baseHref": "/pt/",
"localize": ["pt"]
@ -146,45 +150,48 @@
}
},
"serve": {
"executor": "@nx/angular:webpack-dev-server",
"executor": "@nx/angular:dev-server",
"options": {
"browserTarget": "client:build",
"proxyConfig": "apps/client/proxy.conf.json"
"proxyConfig": "apps/client/proxy.conf.json",
"buildTarget": "client:build"
},
"configurations": {
"development-de": {
"browserTarget": "client:build:development-de"
"buildTarget": "client:build:development-de"
},
"development-en": {
"browserTarget": "client:build:development-en"
"buildTarget": "client:build:development-en"
},
"development-es": {
"browserTarget": "client:build:development-es"
"buildTarget": "client:build:development-es"
},
"development-fr": {
"browserTarget": "client:build:development-fr"
"buildTarget": "client:build:development-fr"
},
"development-it": {
"browserTarget": "client:build:development-it"
"buildTarget": "client:build:development-it"
},
"development-nl": {
"browserTarget": "client:build:development-nl"
"buildTarget": "client:build:development-nl"
},
"development-pl": {
"buildTarget": "client:build:development-pl"
},
"development-pt": {
"browserTarget": "client:build:development-pt"
"buildTarget": "client:build:development-pt"
},
"development-tr": {
"browserTarget": "client:build:development-tr"
"buildTarget": "client:build:development-tr"
},
"production": {
"browserTarget": "client:build:production"
"buildTarget": "client:build:production"
}
}
},
"extract-i18n": {
"executor": "ng-extract-i18n-merge:ng-extract-i18n-merge",
"options": {
"browserTarget": "client:build",
"buildTarget": "client:build",
"includeContext": true,
"outputPath": "src/locales",
"targetFiles": [
@ -193,6 +200,7 @@
"messages.fr.xlf",
"messages.it.xlf",
"messages.nl.xlf",
"messages.pl.xlf",
"messages.pt.xlf",
"messages.tr.xlf"
]
@ -207,8 +215,7 @@
"test": {
"executor": "@nx/jest:jest",
"options": {
"jestConfig": "apps/client/jest.config.ts",
"passWithNoTests": true
"jestConfig": "apps/client/jest.config.ts"
},
"outputs": ["{workspaceRoot}/coverage/apps/client"]
}
@ -235,6 +242,10 @@
"baseHref": "/nl/",
"translation": "apps/client/src/locales/messages.nl.xlf"
},
"pl": {
"baseHref": "/pl/",
"translation": "apps/client/src/locales/messages.pl.xlf"
},
"pt": {
"baseHref": "/pt/",
"translation": "apps/client/src/locales/messages.pt.xlf"

View File

@ -1,4 +1,3 @@
import { Platform } from '@angular/cdk/platform';
import { Inject, forwardRef } from '@angular/core';
import { MAT_DATE_LOCALE, NativeDateAdapter } from '@angular/material/core';
import { getDateFormatString } from '@ghostfolio/common/helper';
@ -7,10 +6,9 @@ import { addYears, format, getYear, parse } from 'date-fns';
export class CustomDateAdapter extends NativeDateAdapter {
public constructor(
@Inject(MAT_DATE_LOCALE) public locale: string,
@Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string,
platform: Platform
@Inject(forwardRef(() => MAT_DATE_LOCALE)) matDateLocale: string
) {
super(matDateLocale, platform);
super(matDateLocale);
}
/**

View File

@ -1,6 +1,6 @@
<header>
<div
*ngIf="canCreateAccount || (info?.systemMessage && user)"
*ngIf="canCreateAccount || user?.systemMessage"
class="info-message-container"
>
<div class="info-message-inner-container position-fixed w-100">
@ -19,11 +19,11 @@
</div></a
>
<div
*ngIf="!canCreateAccount && info?.systemMessage && user"
*ngIf="!canCreateAccount && user?.systemMessage"
class="cursor-pointer d-inline-block info-message text-truncate"
(click)="onShowSystemMessage()"
(click)="onClickSystemMessage()"
>
{{ info.systemMessage }}
{{ user.systemMessage.message }}
</div>
</div>
</div>
@ -127,8 +127,11 @@
class="align-items-baseline d-flex"
href="https://twitter.com/ghostfolio_"
target="_blank"
title="Follow Ghostfolio on Twitter"
>Twitter<ion-icon class="ml-1" name="open-outline"></ion-icon
title="Follow Ghostfolio on X (formerly Twitter)"
>X (formerly Twitter)<ion-icon
class="ml-1"
name="open-outline"
></ion-icon
></a>
</li>
<li>&nbsp;</li>
@ -150,6 +153,11 @@
<li>
<a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
</li>
<!--
<li>
<a href="../pl" title="Ghostfolio in Polski">Polski</a>
</li>
-->
<li>
<a href="../pt" title="Ghostfolio in Português">Português</a>
</li>

View File

@ -155,10 +155,7 @@ export class AppComponent implements OnDestroy, OnInit {
);
this.hasInfoMessage =
hasPermission(
this.user?.permissions,
permissions.createUserAccount
) || !!this.info.systemMessage;
this.canCreateAccount || !!this.user?.systemMessage;
this.initializeTheme(this.user?.settings.colorScheme);
@ -166,12 +163,16 @@ export class AppComponent implements OnDestroy, OnInit {
});
}
public onCreateAccount() {
this.tokenStorageService.signOut();
public onClickSystemMessage() {
if (this.user.systemMessage.routerLink) {
this.router.navigate(this.user.systemMessage.routerLink);
} else {
alert(this.user.systemMessage.message);
}
}
public onShowSystemMessage() {
alert(this.info.systemMessage);
public onCreateAccount() {
this.tokenStorageService.signOut();
}
public onSignOut() {

View File

@ -37,7 +37,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>

View File

@ -7,11 +7,18 @@ import {
OnInit
} from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { Sort, SortDirection } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { downloadAsFile } from '@ghostfolio/common/helper';
import { HistoricalDataItem, User } from '@ghostfolio/common/interfaces';
import {
AccountBalancesResponse,
HistoricalDataItem,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { OrderWithAccount } from '@ghostfolio/common/types';
import Big from 'big.js';
import { format, parseISO } from 'date-fns';
@ -29,15 +36,22 @@ import { AccountDetailDialogParams } from './interfaces/interfaces';
styleUrls: ['./account-detail-dialog.component.scss']
})
export class AccountDetailDialog implements OnDestroy, OnInit {
public accountBalances: AccountBalancesResponse['balances'];
public activities: OrderWithAccount[];
public balance: number;
public currency: string;
public dataSource: MatTableDataSource<OrderWithAccount>;
public equity: number;
public hasImpersonationId: boolean;
public hasPermissionToDeleteAccountBalance: boolean;
public historicalDataItems: HistoricalDataItem[];
public isLoadingActivities: boolean;
public isLoadingChart: boolean;
public name: string;
public orders: OrderWithAccount[];
public platformName: string;
public sortColumn = 'date';
public sortDirection: SortDirection = 'desc';
public totalItems: number;
public transactionCount: number;
public user: User;
public valueInBaseCurrency: number;
@ -58,14 +72,17 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
if (state?.user) {
this.user = state.user;
this.hasPermissionToDeleteAccountBalance = hasPermission(
this.user.permissions,
permissions.deleteAccountBalance
);
this.changeDetectorRef.markForCheck();
}
});
}
public ngOnInit() {
this.isLoadingChart = true;
this.dataService
.fetchAccount(this.data.accountId)
.pipe(takeUntil(this.unsubscribeSubject))
@ -97,66 +114,49 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
}
);
this.dataService
.fetchActivities({
filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ activities }) => {
this.orders = activities;
this.changeDetectorRef.markForCheck();
});
this.dataService
.fetchPortfolioPerformance({
filters: [
{
id: this.data.accountId,
type: 'ACCOUNT'
}
],
range: 'max',
withExcludedAccounts: true
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ chart }) => {
this.historicalDataItems = chart.map(
({ date, value, valueInPercentage }) => {
return {
date,
value:
this.hasImpersonationId || this.user.settings.isRestrictedView
? valueInPercentage
: value
};
}
);
this.isLoadingChart = false;
this.changeDetectorRef.markForCheck();
});
this.impersonationStorageService
.onChangeHasImpersonation()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((impersonationId) => {
this.hasImpersonationId = !!impersonationId;
});
this.fetchAccountBalances();
this.fetchActivities();
this.fetchPortfolioPerformance();
}
public onClose() {
this.dialogRef.close();
}
public onExport() {
public onDeleteAccountBalance(aId: string) {
this.dataService
.fetchExport(
this.orders.map((order) => {
return order.id;
})
)
.deleteAccountBalance(aId)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe({
next: () => {
this.fetchAccountBalances();
this.fetchPortfolioPerformance();
}
});
}
public onExport() {
let activityIds = [];
if (this.user?.settings?.isExperimentalFeatures === true) {
activityIds = this.dataSource.data.map(({ id }) => {
return id;
});
} else {
activityIds = this.activities.map(({ id }) => {
return id;
});
}
this.dataService
.fetchExport(activityIds)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((data) => {
downloadAsFile({
@ -172,6 +172,93 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
});
}
public onSortChanged({ active, direction }: Sort) {
this.sortColumn = active;
this.sortDirection = direction;
this.fetchActivities();
}
private fetchAccountBalances() {
this.dataService
.fetchAccountBalances(this.data.accountId)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ balances }) => {
this.accountBalances = balances;
this.changeDetectorRef.markForCheck();
});
}
private fetchActivities() {
this.isLoadingActivities = true;
if (this.user?.settings?.isExperimentalFeatures === true) {
this.dataService
.fetchActivities({
filters: [{ id: this.data.accountId, type: 'ACCOUNT' }],
sortColumn: this.sortColumn,
sortDirection: this.sortDirection
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ activities, count }) => {
this.dataSource = new MatTableDataSource(activities);
this.totalItems = count;
this.isLoadingActivities = false;
this.changeDetectorRef.markForCheck();
});
} else {
this.dataService
.fetchActivities({
filters: [{ id: this.data.accountId, type: 'ACCOUNT' }]
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ activities }) => {
this.activities = activities;
this.isLoadingActivities = false;
this.changeDetectorRef.markForCheck();
});
}
}
private fetchPortfolioPerformance() {
this.isLoadingChart = true;
this.dataService
.fetchPortfolioPerformance({
filters: [
{
id: this.data.accountId,
type: 'ACCOUNT'
}
],
range: 'max',
withExcludedAccounts: true
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ chart }) => {
this.historicalDataItems = chart.map(
({ date, netWorth, netWorthInPercentage }) => {
return {
date,
value:
this.hasImpersonationId || this.user.settings.isRestrictedView
? netWorthInPercentage
: netWorth
};
}
);
this.isLoadingChart = false;
this.changeDetectorRef.markForCheck();
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();

View File

@ -31,7 +31,7 @@
></gf-investment-chart>
</div>
<div class="row">
<div class="mb-3 row">
<div class="col-6 mb-3">
<gf-value
i18n
@ -64,11 +64,33 @@
</div>
</div>
<div class="row" [ngClass]="{ 'd-none': !orders?.length }">
<div class="col mb-3">
<div class="h5 mb-0" i18n>Activities</div>
<mat-tab-group
animationDuration="0"
[mat-stretch-tabs]="false"
[ngClass]="{ 'd-none': isLoadingActivities }"
>
<mat-tab>
<ng-template i18n mat-tab-label>Activities</ng-template>
<gf-activities-table-lazy
*ngIf="user?.settings?.isExperimentalFeatures === true"
[baseCurrency]="user?.settings?.baseCurrency"
[dataSource]="dataSource"
[deviceType]="deviceType"
[hasPermissionToCreateActivity]="false"
[hasPermissionToExportActivities]="!hasImpersonationId && !user.settings.isRestrictedView"
[hasPermissionToFilter]="false"
[hasPermissionToOpenDetails]="false"
[locale]="user?.settings?.locale"
[showActions]="false"
[sortColumn]="sortColumn"
[sortDirection]="sortDirection"
[totalItems]="totalItems"
(export)="onExport()"
(sortChanged)="onSortChanged($event)"
></gf-activities-table-lazy>
<gf-activities-table
[activities]="orders"
*ngIf="user?.settings?.isExperimentalFeatures !== true"
[activities]="activities"
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
@ -79,8 +101,18 @@
[showActions]="false"
(export)="onExport()"
></gf-activities-table>
</div>
</div>
</mat-tab>
<mat-tab>
<ng-template i18n mat-tab-label>Cash Balances</ng-template>
<gf-account-balances
[accountBalances]="accountBalances"
[accountId]="data.accountId"
[locale]="user?.settings?.locale"
[showActions]="!hasImpersonationId && hasPermissionToDeleteAccountBalance && !user.settings.isRestrictedView"
(accountBalanceDeleted)="onDeleteAccountBalance($event)"
></gf-account-balances>
</mat-tab>
</mat-tab-group>
</div>
</div>

View File

@ -2,9 +2,12 @@ import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatDialogModule } from '@angular/material/dialog';
import { MatTabsModule } from '@angular/material/tabs';
import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
import { GfAccountBalancesModule } from '@ghostfolio/ui/account-balances/account-balances.module';
import { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
import { GfValueModule } from '@ghostfolio/ui/value';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@ -15,13 +18,16 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
declarations: [AccountDetailDialog],
imports: [
CommonModule,
GfAccountBalancesModule,
GfActivitiesTableModule,
GfActivitiesTableLazyModule,
GfDialogFooterModule,
GfDialogHeaderModule,
GfInvestmentChartModule,
GfValueModule,
MatButtonModule,
MatDialogModule,
MatTabsModule,
NgxSkeletonLoaderModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]

View File

@ -241,7 +241,7 @@
></td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button

View File

@ -120,7 +120,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
<button
class="mx-1 no-min-width px-2"

View File

@ -9,7 +9,7 @@ import {
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { MatPaginator, PageEvent } from '@angular/material/paginator';
import { MatSort, Sort } from '@angular/material/sort';
import { MatSort, Sort, SortDirection } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { AdminService } from '@ghostfolio/client/services/admin.service';
@ -19,7 +19,8 @@ import { getDateFormatString } from '@ghostfolio/common/helper';
import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
import { translate } from '@ghostfolio/ui/i18n';
import { AssetSubClass, DataSource, Prisma } from '@prisma/client';
import { AssetSubClass, DataSource } from '@prisma/client';
import { isUUID } from 'class-validator';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
@ -83,7 +84,7 @@ export class AdminMarketDataComponent
public defaultDateFormat: string;
public deviceType: string;
public displayedColumns = [
'symbol',
'nameWithSymbol',
'dataSource',
'assetClass',
'assetSubClass',
@ -97,6 +98,7 @@ export class AdminMarketDataComponent
];
public filters$ = new Subject<Filter[]>();
public isLoading = false;
public isUUID = isUUID;
public placeholder = '';
public pageSize = DEFAULT_PAGE_SIZE;
public totalItems = 0;
@ -158,7 +160,7 @@ export class AdminMarketDataComponent
this.loadData({
sortColumn,
sortDirection: <Prisma.SortOrder>direction,
sortDirection: direction,
pageIndex: this.paginator.pageIndex
});
}
@ -173,7 +175,7 @@ export class AdminMarketDataComponent
this.loadData({
pageIndex: page.pageIndex,
sortColumn: this.sort.active,
sortDirection: <Prisma.SortOrder>this.sort.direction
sortDirection: this.sort.direction
});
}
@ -260,7 +262,7 @@ export class AdminMarketDataComponent
}: {
pageIndex: number;
sortColumn?: string;
sortDirection?: Prisma.SortOrder;
sortDirection?: SortDirection;
} = { pageIndex: 0 }
) {
this.isLoading = true;

View File

@ -28,6 +28,24 @@
</td>
</ng-container>
<ng-container matColumnDef="nameWithSymbol">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="symbol"
>
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
<div class="text-truncate">{{ element.name }}</div>
<div *ngIf="!isUUID(element.symbol)">
<small class="text-muted">{{ element.symbol | gfSymbol }}</small>
</div>
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell></td>
</ng-container>
<ng-container matColumnDef="dataSource">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Data Source</ng-container>
@ -111,7 +129,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
<button
class="mx-1 no-min-width px-2"

View File

@ -6,6 +6,7 @@ import { MatPaginatorModule } from '@angular/material/paginator';
import { MatSortModule } from '@angular/material/sort';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@ -20,6 +21,7 @@ import { GfCreateAssetProfileDialogModule } from './create-asset-profile-dialog/
GfActivitiesFilterModule,
GfAssetProfileDialogModule,
GfCreateAssetProfileDialogModule,
GfSymbolModule,
MatButtonModule,
MatMenuModule,
MatPaginatorModule,

View File

@ -8,6 +8,7 @@ import {
} from '@angular/core';
import { FormBuilder, FormControl, Validators } from '@angular/forms';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { MatSnackBar } from '@angular/material/snack-bar';
import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { DataService } from '@ghostfolio/client/services/data.service';
@ -25,8 +26,8 @@ import {
} from '@prisma/client';
import { format } from 'date-fns';
import { parse as csvToJson } from 'papaparse';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { EMPTY, Subject } from 'rxjs';
import { catchError, takeUntil } from 'rxjs/operators';
import { AssetProfileDialogParams } from './interfaces/interfaces';
@ -50,6 +51,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
assetClass: new FormControl<AssetClass>(undefined),
assetSubClass: new FormControl<AssetSubClass>(undefined),
comment: '',
historicalData: this.formBuilder.group({
csvString: ''
}),
name: ['', Validators.required],
scraperConfiguration: '',
symbolMapping: ''
@ -59,7 +63,6 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
public countries: {
[code: string]: { name: string; value: number };
};
public historicalDataAsCsvString: string;
public isBenchmark = false;
public marketDataDetails: MarketData[] = [];
public sectors: {
@ -78,7 +81,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
@Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams,
private dataService: DataService,
public dialogRef: MatDialogRef<AssetProfileDialog>,
private formBuilder: FormBuilder
private formBuilder: FormBuilder,
private snackBar: MatSnackBar
) {}
public ngOnInit(): void {
@ -88,9 +92,6 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
}
public initialize() {
this.historicalDataAsCsvString =
AssetProfileDialog.HISTORICAL_DATA_TEMPLATE;
this.adminService
.fetchAdminMarketDataBySymbol({
dataSource: this.data.dataSource,
@ -131,6 +132,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
assetClass: this.assetProfile.assetClass ?? null,
assetSubClass: this.assetProfile.assetSubClass ?? null,
comment: this.assetProfile?.comment ?? '',
historicalData: {
csvString: AssetProfileDialog.HISTORICAL_DATA_TEMPLATE
},
name: this.assetProfile.name ?? this.assetProfile.symbol,
scraperConfiguration: JSON.stringify(
this.assetProfile?.scraperConfiguration ?? {}
@ -163,26 +167,46 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
}
public onImportHistoricalData() {
const marketData = csvToJson(this.historicalDataAsCsvString, {
dynamicTyping: true,
header: true,
skipEmptyLines: true
}).data;
try {
const marketData = csvToJson(
this.assetProfileForm.controls['historicalData'].controls['csvString']
.value,
{
dynamicTyping: true,
header: true,
skipEmptyLines: true
}
).data;
this.adminService
.postMarketData({
dataSource: this.data.dataSource,
marketData: {
marketData: marketData.map(({ date, marketPrice }) => {
return { marketPrice, date: parseDate(date).toISOString() };
})
},
symbol: this.data.symbol
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.initialize();
});
this.adminService
.postMarketData({
dataSource: this.data.dataSource,
marketData: {
marketData: marketData.map(({ date, marketPrice }) => {
return { marketPrice, date: parseDate(date).toISOString() };
})
},
symbol: this.data.symbol
})
.pipe(
catchError(({ error, message }) => {
this.snackBar.open(`${error}: ${message[0]}`, undefined, {
duration: 3000
});
return EMPTY;
}),
takeUntil(this.unsubscribeSubject)
)
.subscribe(() => {
this.initialize();
});
} catch {
this.snackBar.open(
$localize`Oops! Could not parse historical data.`,
undefined,
{ duration: 3000 }
);
}
}
public onMarketDataChanged(withRefresh: boolean = false) {

View File

@ -52,7 +52,7 @@
(marketDataChanged)="onMarketDataChanged($event)"
></gf-admin-market-data-detail>
<div class="mt-3">
<div class="mt-3" formGroupName="historicalData">
<mat-form-field appearance="outline" class="w-100 without-hint">
<mat-label>
<ng-container i18n>Historical Data</ng-container> (CSV)
@ -60,11 +60,9 @@
<textarea
cdkAutosizeMaxRows="5"
cdkTextareaAutosize
formControlName="csvString"
matInput
placeholder="e.g. 20230601;1.61"
type="text"
[ngModelOptions]="{standalone: true}"
[(ngModel)]="historicalDataAsCsvString"
(keyup.enter)="$event.stopPropagation()"
></textarea>
</mat-form-field>
@ -75,6 +73,7 @@
color="accent"
mat-flat-button
type="button"
[disabled]="!assetProfileForm.controls['historicalData']?.controls['csvString'].touched || assetProfileForm.controls['historicalData']?.controls['csvString']?.value === ''"
(click)="onImportHistoricalData()"
>
<ng-container i18n>Import</ng-container>
@ -179,13 +178,13 @@
</ng-container>
</div>
<div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
<mat-form-field appearance="outline" class="w-100">
<mat-form-field appearance="outline" class="w-100 without-hint">
<mat-label i18n>Name</mat-label>
<input formControlName="name" matInput type="text" />
</mat-form-field>
</div>
<div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
<mat-form-field appearance="outline" class="w-100">
<mat-form-field appearance="outline" class="w-100 without-hint">
<mat-label i18n>Asset Class</mat-label>
<mat-select formControlName="assetClass">
<mat-option [value]="null"></mat-option>
@ -198,7 +197,7 @@
</mat-form-field>
</div>
<div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
<mat-form-field appearance="outline" class="w-100">
<mat-form-field appearance="outline" class="w-100 without-hint">
<mat-label i18n>Asset Sub Class</mat-label>
<mat-select formControlName="assetSubClass">
<mat-option [value]="null"></mat-option>

View File

@ -8,6 +8,7 @@ import { MatDialogModule } from '@angular/material/dialog';
import { MatInputModule } from '@angular/material/input';
import { MatMenuModule } from '@angular/material/menu';
import { MatSelectModule } from '@angular/material/select';
import { MatSnackBarModule } from '@angular/material/snack-bar';
import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
import { GfValueModule } from '@ghostfolio/ui/value';
@ -28,6 +29,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
MatInputModule,
MatMenuModule,
MatSelectModule,
MatSnackBarModule,
ReactiveFormsModule,
TextFieldModule
],

View File

@ -12,7 +12,12 @@ import {
PROPERTY_SYSTEM_MESSAGE,
ghostfolioPrefix
} from '@ghostfolio/common/config';
import { Coupon, InfoItem, User } from '@ghostfolio/common/interfaces';
import {
Coupon,
InfoItem,
SystemMessage,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import {
differenceInSeconds,
@ -39,6 +44,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
public hasPermissionToToggleReadOnlyMode: boolean;
public info: InfoItem;
public permissions = permissions;
public systemMessage: SystemMessage;
public transactionCount: number;
public userCount: number;
public user: User;
@ -149,7 +155,13 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
public onDeleteSystemMessage() {
this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
const confirmation = confirm(
$localize`Do you really want to delete this system message?`
);
if (confirmation === true) {
this.putAdminSetting({ key: PROPERTY_SYSTEM_MESSAGE, value: undefined });
}
}
public onFlushCache() {
@ -184,12 +196,21 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
}
public onSetSystemMessage() {
const systemMessage = prompt($localize`Please set your system message:`);
const systemMessage = prompt(
$localize`Please set your system message:`,
JSON.stringify(
this.systemMessage ??
<SystemMessage>{
message: '⚒️ Scheduled maintenance in progress...',
targetGroups: ['Basic', 'Premium']
}
)
);
if (systemMessage) {
this.putAdminSetting({
key: PROPERTY_SYSTEM_MESSAGE,
value: systemMessage
value: JSON.parse(systemMessage)
});
}
}
@ -208,6 +229,9 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
this.exchangeRates = exchangeRates;
this.systemMessage = settings[
PROPERTY_SYSTEM_MESSAGE
] as SystemMessage;
this.transactionCount = transactionCount;
this.userCount = userCount;
this.version = version;

View File

@ -38,7 +38,7 @@
<div class="w-50">
<table>
<tr *ngFor="let exchangeRate of exchangeRates">
<td class="d-flex">
<td>
<gf-value
[locale]="user?.settings?.locale"
[value]="1"
@ -46,8 +46,9 @@
</td>
<td class="pl-1">{{ exchangeRate.label1 }}</td>
<td class="px-1">=</td>
<td class="d-flex justify-content-end">
<td align="right">
<gf-value
class="d-inline-block"
[locale]="user?.settings?.locale"
[precision]="4"
[value]="exchangeRate.value"
@ -55,26 +56,50 @@
</td>
<td class="pl-1">{{ exchangeRate.label2 }}</td>
<td>
<a
class="h-100 mx-1 no-min-width px-2"
<button
class="mx-1 no-min-width px-2"
mat-button
[queryParams]="{
[matMenuTriggerFor]="exchangeRateActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal"></ion-icon>
</button>
<mat-menu
#exchangeRateActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
>
<a
mat-menu-item
[queryParams]="{
assetProfileDialog: true,
dataSource: exchangeRate.dataSource,
symbol: exchangeRate.symbol
}"
[routerLink]="['/admin', 'market-data']"
>
<ion-icon name="create-outline"></ion-icon>
</a>
<button
*ngIf="customCurrencies.includes(exchangeRate.label2)"
class="h-100 mx-1 no-min-width px-2"
mat-button
(click)="onDeleteCurrency(exchangeRate.label2)"
>
<ion-icon name="trash-outline"></ion-icon>
</button>
[routerLink]="['/admin', 'market-data']"
>
<span class="align-items-center d-flex">
<ion-icon
class="mr-2"
name="create-outline"
></ion-icon>
<span i18n>Edit</span>
</span>
</a>
<button
*ngIf="customCurrencies.includes(exchangeRate.label2)"
mat-menu-item
(click)="onDeleteCurrency(exchangeRate.label2)"
>
<span class="align-items-center d-flex">
<ion-icon
class="mr-2"
name="trash-outline"
></ion-icon>
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</tr>
</table>
@ -115,8 +140,8 @@
<div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
<div class="w-50" i18n>System Message</div>
<div class="w-50">
<div *ngIf="info?.systemMessage">
<span>{{ info.systemMessage }}</span>
<div *ngIf="systemMessage" class="align-items-center d-flex">
<div class="text-truncate">{{ systemMessage | json }}</div>
<button
class="h-100 mx-1 no-min-width px-2"
mat-button
@ -127,6 +152,7 @@
</div>
<button
*ngIf="!info?.systemMessage"
class="mt-2"
color="accent"
mat-flat-button
(click)="onSetSystemMessage()"
@ -148,17 +174,34 @@
<table>
<tr *ngFor="let coupon of coupons">
<td class="text-monospace">{{ coupon.code }}</td>
<td class="d-flex justify-content-end pl-2">
{{ coupon.duration }}
</td>
<td class="pl-2 text-right">{{ coupon.duration }}</td>
<td>
<button
class="h-100 mx-1 no-min-width px-2"
class="mx-1 no-min-width px-2"
mat-button
(click)="onDeleteCoupon(coupon.code)"
[matMenuTriggerFor]="couponActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="trash-outline"></ion-icon>
<ion-icon name="ellipsis-horizontal"></ion-icon>
</button>
<mat-menu
#couponActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
>
<button
mat-menu-item
(click)="onDeleteCoupon(coupon.code)"
>
<span class="align-items-center d-flex">
<ion-icon
class="mr-2"
name="trash-outline"
></ion-icon>
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</tr>
</table>

View File

@ -3,6 +3,7 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { MatMenuModule } from '@angular/material/menu';
import { MatSelectModule } from '@angular/material/select';
import { MatSlideToggleModule } from '@angular/material/slide-toggle';
import { RouterModule } from '@angular/router';
@ -20,6 +21,7 @@ import { AdminOverviewComponent } from './admin-overview.component';
GfValueModule,
MatButtonModule,
MatCardModule,
MatMenuModule,
MatSelectModule,
MatSlideToggleModule,
ReactiveFormsModule,

View File

@ -68,7 +68,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th
*matHeaderCellDef
class="px-1 text-center"

View File

@ -48,7 +48,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th
*matHeaderCellDef
class="px-1 text-center"

View File

@ -178,7 +178,7 @@
</td>
</ng-container>
<ng-container matColumnDef="actions">
<ng-container matColumnDef="actions" stickyEnd>
<th
*matHeaderCellDef
class="mat-mdc-header-cell px-1 py-2"

View File

@ -6,6 +6,7 @@ import {
OnInit
} from '@angular/core';
import { resolveFearAndGreedIndex } from '@ghostfolio/common/helper';
import { translate } from '@ghostfolio/ui/i18n';
@Component({
selector: 'gf-fear-and-greed-index',
@ -24,9 +25,9 @@ export class FearAndGreedIndexComponent implements OnChanges, OnInit {
public ngOnInit() {}
public ngOnChanges() {
const { emoji, text } = resolveFearAndGreedIndex(this.fearAndGreedIndex);
const { emoji, key } = resolveFearAndGreedIndex(this.fearAndGreedIndex);
this.fearAndGreedIndexEmoji = emoji;
this.fearAndGreedIndexText = text;
this.fearAndGreedIndexText = translate(key);
}
}

View File

@ -15,7 +15,7 @@ import { LoginWithAccessTokenDialog } from '@ghostfolio/client/components/login-
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
STAY_SIGNED_IN,
KEY_STAY_SIGNED_IN,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@ -196,7 +196,7 @@ export class HeaderComponent implements OnChanges {
public setToken(aToken: string) {
this.tokenStorageService.saveToken(
aToken,
this.settingsStorageService.getSetting(STAY_SIGNED_IN) === 'true'
this.settingsStorageService.getSetting(KEY_STAY_SIGNED_IN) === 'true'
);
this.router.navigate(['/']);

View File

@ -31,6 +31,7 @@
<gf-benchmark
[benchmarks]="benchmarks"
[locale]="user?.settings?.locale"
[user]="user"
></gf-benchmark>
<ngx-skeleton-loader
*ngIf="isLoading"

View File

@ -33,6 +33,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
public isLoadingPerformance = true;
public performance: PortfolioPerformance;
public showDetails = false;
public unit: string;
public user: User;
private unsubscribeSubject = new Subject<void>();
@ -76,6 +77,8 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
!this.hasImpersonationId &&
!this.user.settings.isRestrictedView &&
this.user.settings.viewMode !== 'ZEN';
this.unit = this.showDetails ? this.user.settings.baseCurrency : '%';
}
public onChangeDateRange(dateRange: DateRange) {

View File

@ -86,7 +86,6 @@
<div class="col">
<gf-portfolio-performance
class="pb-4"
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[errors]="errors"
[isAllTimeHigh]="isAllTimeHigh"
@ -95,6 +94,7 @@
[locale]="user?.settings?.locale"
[performance]="performance"
[showDetails]="showDetails"
[unit]="unit"
></gf-portfolio-performance>
<div *ngIf="showDetails" class="text-center">
<gf-toggle

View File

@ -4,7 +4,7 @@ import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { Router } from '@angular/router';
import { InternetIdentityService } from '@ghostfolio/client/services/internet-identity.service';
import {
STAY_SIGNED_IN,
KEY_STAY_SIGNED_IN,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
@ -31,7 +31,7 @@ export class LoginWithAccessTokenDialog {
public onChangeStaySignedIn(aValue: MatCheckboxChange) {
this.settingsStorageService.setSetting(
STAY_SIGNED_IN,
KEY_STAY_SIGNED_IN,
aValue.checked?.toString()
);
}

View File

@ -35,17 +35,7 @@
<span #value id="value"></span>
</div>
<div class="flex-grow-1 px-1">
<ngx-skeleton-loader
*ngIf="isLoading"
animation="pulse"
[theme]="{
height: '1.3rem',
width: '2.5rem'
}"
></ngx-skeleton-loader>
<div *ngIf="!isLoading">
{{ unit }}
</div>
{{ unit }}
</div>
</div>
<div *ngIf="showDetails" class="row">

View File

@ -25,7 +25,6 @@ import { isNumber } from 'lodash';
styleUrls: ['./portfolio-performance.component.scss']
})
export class PortfolioPerformanceComponent implements OnChanges, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() errors: ResponseError['errors'];
@Input() isAllTimeHigh: boolean;
@ -34,11 +33,10 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
@Input() locale: string;
@Input() performance: PortfolioPerformance;
@Input() showDetails: boolean;
@Input() unit: string;
@ViewChild('value') value: ElementRef;
public unit: string;
public constructor() {}
public ngOnInit() {}
@ -50,8 +48,6 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
}
} else {
if (isNumber(this.performance?.currentValue)) {
this.unit = this.baseCurrency;
new CountUp('value', this.performance?.currentValue, {
decimal: getNumberFormatDecimal(this.locale),
decimalPlaces:
@ -63,8 +59,6 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
separator: getNumberFormatGroup(this.locale)
}).start();
} else if (this.performance?.currentValue === null) {
this.unit = '%';
new CountUp(
'value',
this.performance?.currentNetPerformancePercent * 100,

View File

@ -7,12 +7,16 @@ import {
OnInit
} from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { Sort, SortDirection } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { DATE_FORMAT, downloadAsFile } from '@ghostfolio/common/helper';
import {
DataProviderInfo,
EnhancedSymbolProfile,
LineChartItem
LineChartItem,
User
} from '@ghostfolio/common/interfaces';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { translate } from '@ghostfolio/ui/i18n';
@ -31,6 +35,7 @@ import { PositionDetailDialogParams } from './interfaces/interfaces';
styleUrls: ['./position-detail-dialog.component.scss']
})
export class PositionDetailDialog implements OnDestroy, OnInit {
public activities: OrderWithAccount[];
public assetClass: string;
public assetSubClass: string;
public averagePrice: number;
@ -39,6 +44,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
[code: string]: { name: string; value: number };
};
public dataProviderInfo: DataProviderInfo;
public dataSource: MatTableDataSource<OrderWithAccount>;
public dividendInBaseCurrency: number;
public feeInBaseCurrency: number;
public firstBuyDate: string;
@ -51,16 +57,19 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
public minPrice: number;
public netPerformance: number;
public netPerformancePercent: number;
public orders: OrderWithAccount[];
public quantity: number;
public quantityPrecision = 2;
public reportDataGlitchMail: string;
public sectors: {
[name: string]: { name: string; value: number };
};
public sortColumn = 'date';
public sortDirection: SortDirection = 'desc';
public SymbolProfile: EnhancedSymbolProfile;
public tags: Tag[];
public totalItems: number;
public transactionCount: number;
public user: User;
public value: number;
private unsubscribeSubject = new Subject<void>();
@ -69,7 +78,8 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
public dialogRef: MatDialogRef<PositionDetailDialog>,
@Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams
@Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams,
private userService: UserService
) {}
public ngOnInit(): void {
@ -102,10 +112,12 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
transactionCount,
value
}) => {
this.activities = orders;
this.averagePrice = averagePrice;
this.benchmarkDataItems = [];
this.countries = {};
this.dataProviderInfo = dataProviderInfo;
this.dataSource = new MatTableDataSource(orders.reverse());
this.dividendInBaseCurrency = dividendInBaseCurrency;
this.feeInBaseCurrency = feeInBaseCurrency;
this.firstBuyDate = firstBuyDate;
@ -130,7 +142,6 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
this.minPrice = minPrice;
this.netPerformance = netPerformance;
this.netPerformancePercent = netPerformancePercent;
this.orders = orders;
this.quantity = quantity;
this.reportDataGlitchMail = `mailto:hi@ghostfol.io?Subject=Ghostfolio Data Glitch Report&body=Hello%0D%0DI would like to report a data glitch for%0D%0DSymbol: ${SymbolProfile?.symbol}%0DData Source: ${SymbolProfile?.dataSource}%0D%0DAdditional notes:%0D%0DCan you please take a look?%0D%0DKind regards`;
this.sectors = {};
@ -142,6 +153,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
};
});
this.transactionCount = transactionCount;
this.totalItems = transactionCount;
this.value = value;
if (SymbolProfile?.assetClass) {
@ -239,6 +251,16 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
this.changeDetectorRef.markForCheck();
}
);
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.changeDetectorRef.markForCheck();
}
});
}
public onClose(): void {
@ -246,12 +268,20 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
}
public onExport() {
let activityIds = [];
if (this.user?.settings?.isExperimentalFeatures === true) {
activityIds = this.dataSource.data.map(({ id }) => {
return id;
});
} else {
activityIds = this.activities.map(({ id }) => {
return id;
});
}
this.dataService
.fetchExport(
this.orders.map((order) => {
return order.id;
})
)
.fetchExport(activityIds)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((data) => {
downloadAsFile({

View File

@ -246,11 +246,30 @@
</div>
</div>
<div class="row" [ngClass]="{ 'd-none': !orders?.length }">
<div class="row" [ngClass]="{ 'd-none': !activities?.length }">
<div class="col mb-3">
<div class="h5 mb-0" i18n>Activities</div>
<gf-activities-table-lazy
*ngIf="user?.settings?.isExperimentalFeatures === true"
[baseCurrency]="data.baseCurrency"
[dataSource]="dataSource"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
[hasPermissionToExportActivities]="!hasImpersonationId && !user.settings.isRestrictedView"
[hasPermissionToFilter]="false"
[hasPermissionToOpenDetails]="false"
[locale]="data.locale"
[showActions]="false"
[showNameColumn]="false"
[sortColumn]="sortColumn"
[sortDirection]="sortDirection"
[sortDisabled]="true"
[totalItems]="totalItems"
(export)="onExport()"
></gf-activities-table-lazy>
<gf-activities-table
[activities]="orders"
*ngIf="user?.settings?.isExperimentalFeatures !== true"
[activities]="activities"
[baseCurrency]="data.baseCurrency"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
@ -277,7 +296,7 @@
</div>
<div
*ngIf="data.hasPermissionToReportDataGlitch === true && orders?.length > 0"
*ngIf="activities?.length > 0 && data.hasPermissionToReportDataGlitch === true"
class="row"
>
<div class="col">

View File

@ -5,6 +5,7 @@ import { MatChipsModule } from '@angular/material/chips';
import { MatDialogModule } from '@angular/material/dialog';
import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
import { GfActivitiesTableLazyModule } from '@ghostfolio/ui/activities-table-lazy/activities-table-lazy.module';
import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
import { GfDataProviderCreditsModule } from '@ghostfolio/ui/data-provider-credits/data-provider-credits.module';
import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
@ -19,6 +20,7 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
imports: [
CommonModule,
GfActivitiesTableModule,
GfActivitiesTableLazyModule,
GfDataProviderCreditsModule,
GfDialogFooterModule,
GfDialogHeaderModule,

View File

@ -13,6 +13,7 @@
<div class="d-flex mr-2">
<gf-trend-indicator
class="d-flex"
size="large"
[isLoading]="isLoading"
[marketState]="position?.marketState"
[range]="range"

View File

@ -1,5 +1,6 @@
:host {
display: block;
align-items: center;
display: flex;
img {
border-radius: 0.2rem;

View File

@ -1,6 +1,5 @@
<div class="container">
<h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Membership</h1>
<div class="row">
<div class="align-items-center container d-flex h-100 justify-content-center">
<div class="row w-100">
<div class="col">
<div class="align-items-center d-flex flex-column">
<gf-membership-card
@ -34,7 +33,7 @@
>&nbsp;<span i18n>per year</span>
</div>
</ng-container>
<div class="align-items-center d-flex justfiy-content-center mt-4">
<div class="align-items-center d-flex justify-content-center mt-4">
<a
*ngIf="!user?.subscription?.expiresAt"
class="mx-1"

View File

@ -1,6 +1,7 @@
:host {
color: rgb(var(--dark-primary-text));
display: block;
height: 100%;
}
:host-context(.is-dark-theme) {

View File

@ -8,7 +8,8 @@ import {
import { MatSlideToggleChange } from '@angular/material/slide-toggle';
import { DataService } from '@ghostfolio/client/services/data.service';
import {
STAY_SIGNED_IN,
KEY_STAY_SIGNED_IN,
KEY_TOKEN,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
@ -44,6 +45,7 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
'fr',
'it',
'nl',
'pl',
'pt',
'tr'
];
@ -240,7 +242,8 @@ export class UserAccountSettingsComponent implements OnDestroy, OnInit {
})
)
.subscribe(() => {
this.settingsStorageService.removeSetting(STAY_SIGNED_IN);
this.settingsStorageService.removeSetting(KEY_STAY_SIGNED_IN);
this.settingsStorageService.removeSetting(KEY_TOKEN);
this.update();
});

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