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11
.github/ISSUE_TEMPLATE/bug_report.md
vendored
11
.github/ISSUE_TEMPLATE/bug_report.md
vendored
@ -6,7 +6,13 @@ labels: ''
|
||||
assignees: ''
|
||||
---
|
||||
|
||||
The Issue tracker is **ONLY** used for reporting bugs. New features should be discussed in our [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) community or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
|
||||
**Important Notice**
|
||||
|
||||
The issue tracker is **ONLY** used for reporting bugs. New features should be discussed in our [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) community or in [Discussions](https://github.com/ghostfolio/ghostfolio/discussions).
|
||||
|
||||
Incomplete or non-reproducible issues may be closed, but we are here to help! If you encounter difficulties reproducing the bug or need assistance, please reach out to our community channels mentioned above.
|
||||
|
||||
Thank you for your understanding and cooperation!
|
||||
|
||||
**Bug Description**
|
||||
|
||||
@ -36,8 +42,9 @@ The Issue tracker is **ONLY** used for reporting bugs. New features should be di
|
||||
|
||||
<!-- Please complete the following information -->
|
||||
|
||||
- Cloud or Self-hosted
|
||||
- Ghostfolio Version X.Y.Z
|
||||
- Cloud or Self-hosted
|
||||
- Experimental Features enabled or disabled
|
||||
- Browser
|
||||
- OS
|
||||
|
||||
|
7
.github/workflows/build-code.yml
vendored
7
.github/workflows/build-code.yml
vendored
@ -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'
|
||||
|
2
.github/workflows/docker-image.yml
vendored
2
.github/workflows/docker-image.yml
vendored
@ -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
|
||||
|
307
CHANGELOG.md
307
CHANGELOG.md
@ -5,6 +5,281 @@ 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).
|
||||
|
||||
## 2.40.0 - 2024-01-15
|
||||
|
||||
### Changed
|
||||
|
||||
- Inreased the robustness of the exchange rates by always getting quotes in the exchange rate data service
|
||||
|
||||
## 2.39.0 - 2024-01-14
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the alignment in the portfolio performance chart
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed the currency in the error log of the exchange rate data service
|
||||
- Fixed an issue with the currency inconsistency in the _EOD Historical Data_ service (convert from `ZAR` to `ZAc`)
|
||||
|
||||
## 2.38.0 - 2024-01-13
|
||||
|
||||
### Added
|
||||
|
||||
- Broken down the performance into asset and currency on the analysis page (experimental)
|
||||
- Added support for international formatted numbers in the scraper configuration
|
||||
- Added the attribute `locale` to the scraper configuration to parse the number
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the indicator for delayed market data in the client
|
||||
- Prepared the portfolio calculation for exchange rate effects
|
||||
- Upgraded `prettier` from version `3.1.1` to `3.2.1`
|
||||
|
||||
## 2.37.0 - 2024-01-11
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the chart size in the asset profile details dialog of the admin control
|
||||
- Updated the `docker compose` instructions to _Compose V2_ in the documentation
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed the hidden fifth tab on mobile
|
||||
|
||||
## 2.36.0 - 2024-01-07
|
||||
|
||||
### Added
|
||||
|
||||
- Extended the assistant by a tag selector (experimental)
|
||||
- Added support to set a _CoinGecko_ Demo API key via environment variable (`API_KEY_COINGECKO_DEMO`)
|
||||
- Added support to set a _CoinGecko_ Pro API key via environment variable (`API_KEY_COINGECKO_PRO`)
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the language localization for German (`de`)
|
||||
- Removed the `AccountType` enum
|
||||
- Refreshed the cryptocurrencies list
|
||||
|
||||
## 2.35.0 - 2024-01-06
|
||||
|
||||
### Added
|
||||
|
||||
- Added support to grant private access
|
||||
- Added a hint for _Time-Weighted Rate of Return_ (TWR) to the portfolio summary tab on the home page
|
||||
- Added support for REST APIs (`JSON`) via the scraper configuration
|
||||
- Enabled the _Redis_ authentication in the `docker-compose` files
|
||||
- Set up a git-hook to format the code before any commit
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the user interface of the access table to share the portfolio
|
||||
- Improved the style of the assistant (experimental)
|
||||
|
||||
## 2.34.0 - 2024-01-02
|
||||
|
||||
### Added
|
||||
|
||||
- Extended the assistant by a date range selector (experimental)
|
||||
- Added a button to test the scraper configuration in the asset profile details dialog of the admin control
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the style of the _Top 3_ and _Bottom 3_ performers on the analysis page
|
||||
- Upgraded `Nx` from version `17.2.7` to `17.2.8`
|
||||
|
||||
### Fixed
|
||||
|
||||
- Improved the time-weighted performance calculation for `1D`
|
||||
- Improved the tabs on iOS (_Add to Home Screen_)
|
||||
|
||||
## 2.33.0 - 2023-12-31
|
||||
|
||||
### Added
|
||||
|
||||
- Added support to edit the currency of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel
|
||||
- Added a hint for the community languages in the user settings
|
||||
|
||||
### Changed
|
||||
|
||||
- Changed the performance calculation to a time-weighted approach
|
||||
- Normalized the benchmark by currency in the benchmark comparator
|
||||
- Increased the timeout to load currencies in the exchange rate data service
|
||||
- Exposed the environment variable `REQUEST_TIMEOUT`
|
||||
- Used the `HasPermission` annotation in endpoints
|
||||
- Improved the language localization for German (`de`)
|
||||
- Upgraded `ng-extract-i18n-merge` from version `2.9.0` to `2.9.1`
|
||||
- Upgraded `Nx` from version `17.2.5` to `17.2.7`
|
||||
|
||||
### Fixed
|
||||
|
||||
- Improved the handling of derived currencies (`USX`)
|
||||
|
||||
## 2.32.0 - 2023-12-26
|
||||
|
||||
### Added
|
||||
|
||||
- Added support to search for an asset profile by `id` as an administrator
|
||||
|
||||
### Changed
|
||||
|
||||
- Set the select column of the lazy-loaded activities table to stick at the end (experimental)
|
||||
- Dropped the activity id in the activities import
|
||||
- Improved the validation of the currency management in the admin control panel
|
||||
- Improved the performance of the value redaction interceptor for the impersonation mode by eliminating `cloneDeep`
|
||||
- Modernized the `Nx` executors
|
||||
- `@nx/eslint:lint`
|
||||
- `@nx/webpack:webpack`
|
||||
- Upgraded `prettier` from version `3.1.0` to `3.1.1`
|
||||
- Upgraded `prisma` from version `5.7.0` to `5.7.1`
|
||||
|
||||
### Fixed
|
||||
|
||||
- Reset the letter spacing in buttons
|
||||
|
||||
## 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
|
||||
@ -78,7 +353,7 @@ 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
|
||||
@ -139,7 +414,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
### Changed
|
||||
|
||||
- Changed the users table in the admin control panel to an `@angular/material` data table
|
||||
- Improved the styling of the membership status
|
||||
- Improved the style of the membership status
|
||||
|
||||
### Fixed
|
||||
|
||||
@ -170,7 +445,7 @@ 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
|
||||
@ -1314,7 +1589,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the styling in the admin control panel
|
||||
- Improved the style in the admin control panel
|
||||
- Removed the _Google Play_ badge from the landing page
|
||||
- Upgraded `eslint` dependencies
|
||||
|
||||
@ -2069,7 +2344,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
- Simplified the initialization of the exchange rate service
|
||||
- Improved the orders query for `assetClass` with symbol profile overrides
|
||||
- Improved the styling of the benchmarks in the markets overview
|
||||
- Improved the style of the benchmarks in the markets overview
|
||||
|
||||
### Todo
|
||||
|
||||
@ -2403,14 +2678,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed a styling issue in the benchmark component on mobile
|
||||
- Fixed a style issue in the benchmark component on mobile
|
||||
|
||||
## 1.152.0 - 26.05.2022
|
||||
|
||||
### 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
|
||||
|
||||
@ -3010,7 +3285,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed the styling in the footer row of the activities table
|
||||
- Fixed the style in the footer row of the activities table
|
||||
|
||||
## 1.106.0 - 23.01.2022
|
||||
|
||||
@ -3778,7 +4053,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
### Changed
|
||||
|
||||
- Improved the wording for the _Restricted View_: _Presenter View_
|
||||
- Improved the styling of the tables
|
||||
- Improved the style of the tables
|
||||
- Ignored cash assets in the allocation chart by sector, continent and country
|
||||
|
||||
### Fixed
|
||||
@ -3981,8 +4256,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the styling of the current pricing plan
|
||||
- Improved the styling of the transaction type badge
|
||||
- Improved the style of the current pricing plan
|
||||
- Improved the style of the transaction type badge
|
||||
- Set the public _Stripe_ key dynamically
|
||||
- Upgraded `angular-material-css-vars` from version `2.0.0` to `2.1.0`
|
||||
|
||||
@ -4342,7 +4617,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the users table styling of the admin control panel
|
||||
- Improved the users table style of the admin control panel
|
||||
- Improved the background colors in the dark mode
|
||||
|
||||
## 0.92.0 - 25.04.2021
|
||||
@ -4366,7 +4641,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the styling of the rules in the _X-ray_ section
|
||||
- Improved the style of the rules in the _X-ray_ section
|
||||
|
||||
## 0.90.0 - 22.04.2021
|
||||
|
||||
@ -4561,7 +4836,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
### Changed
|
||||
|
||||
- Improved the alignment of the _Why Ghostfolio?_ section
|
||||
- Improved the styling of the _Fear & Greed Index_ (market mood)
|
||||
- Improved the style of the _Fear & Greed Index_ (market mood)
|
||||
|
||||
## 0.73.0 - 31.03.2021
|
||||
|
||||
@ -4607,7 +4882,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
|
||||
### Changed
|
||||
|
||||
- Improved the styling in the _X-ray_ section
|
||||
- Improved the style in the _X-ray_ section
|
||||
|
||||
## 0.70.0 - 27.03.2021
|
||||
|
||||
@ -4902,7 +5177,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
|
||||
### Fixed
|
||||
|
||||
- Only show relevant data in the position detail dialog
|
||||
- Improved the performance chart styling in Safari
|
||||
- Improved the performance chart style in Safari
|
||||
|
||||
## 0.40.0 - 01.03.2021
|
||||
|
||||
|
@ -32,7 +32,7 @@ Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
|
||||
|
||||
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
|
||||
|
||||
|
48
README.md
48
README.md
@ -49,7 +49,7 @@ Ghostfolio is for you if you are...
|
||||
|
||||
- ✅ Create, update and delete transactions
|
||||
- ✅ Multi account management
|
||||
- ✅ Portfolio performance for `Today`, `YTD`, `1Y`, `5Y`, `Max`
|
||||
- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `YTD`, `1Y`, `5Y`, `Max`
|
||||
- ✅ Various charts
|
||||
- ✅ Static analysis to identify potential risks in your portfolio
|
||||
- ✅ Import and export transactions
|
||||
@ -87,19 +87,22 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
|
||||
|
||||
### Supported Environment Variables
|
||||
|
||||
| Name | Default Value | Description |
|
||||
| ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
|
||||
| `ACCESS_TOKEN_SALT` | | A random string used as salt for access tokens |
|
||||
| `DATABASE_URL` | | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
|
||||
| `HOST` | `0.0.0.0` | The host where the Ghostfolio application will run on |
|
||||
| `JWT_SECRET_KEY` | | A random string used for _JSON Web Tokens_ (JWT) |
|
||||
| `PORT` | `3333` | The port where the Ghostfolio application will run on |
|
||||
| `POSTGRES_DB` | | The name of the _PostgreSQL_ database |
|
||||
| `POSTGRES_PASSWORD` | | The password of the _PostgreSQL_ database |
|
||||
| `POSTGRES_USER` | | The user of the _PostgreSQL_ database |
|
||||
| `REDIS_HOST` | | The host where _Redis_ is running |
|
||||
| `REDIS_PASSWORD` | | The password of _Redis_ |
|
||||
| `REDIS_PORT` | | The port where _Redis_ is running |
|
||||
| Name | Default Value | Description |
|
||||
| ------------------------ | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
|
||||
| `ACCESS_TOKEN_SALT` | | A random string used as salt for access tokens |
|
||||
| `API_KEY_COINGECKO_DEMO` | | The _CoinGecko_ Demo API key |
|
||||
| `API_KEY_COINGECKO_PRO` | | The _CoinGecko_ Pro API |
|
||||
| `DATABASE_URL` | | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
|
||||
| `HOST` | `0.0.0.0` | The host where the Ghostfolio application will run on |
|
||||
| `JWT_SECRET_KEY` | | A random string used for _JSON Web Tokens_ (JWT) |
|
||||
| `PORT` | `3333` | The port where the Ghostfolio application will run on |
|
||||
| `POSTGRES_DB` | | The name of the _PostgreSQL_ database |
|
||||
| `POSTGRES_PASSWORD` | | The password of the _PostgreSQL_ database |
|
||||
| `POSTGRES_USER` | | The user of the _PostgreSQL_ database |
|
||||
| `REDIS_HOST` | | The host where _Redis_ is running |
|
||||
| `REDIS_PASSWORD` | | The password of _Redis_ |
|
||||
| `REDIS_PORT` | | The port where _Redis_ is running |
|
||||
| `REQUEST_TIMEOUT` | `2000` | The timeout of network requests to data providers in milliseconds |
|
||||
|
||||
### Run with Docker Compose
|
||||
|
||||
@ -115,7 +118,7 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
|
||||
Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
|
||||
|
||||
```bash
|
||||
docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
|
||||
docker compose --env-file ./.env -f docker/docker-compose.yml up -d
|
||||
```
|
||||
|
||||
#### b. Build and run environment
|
||||
@ -123,8 +126,8 @@ docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
|
||||
Run the following commands to build and start the Docker images:
|
||||
|
||||
```bash
|
||||
docker-compose --env-file ./.env -f docker/docker-compose.build.yml build
|
||||
docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
|
||||
docker compose --env-file ./.env -f docker/docker-compose.build.yml build
|
||||
docker compose --env-file ./.env -f docker/docker-compose.build.yml up -d
|
||||
```
|
||||
|
||||
#### Setup
|
||||
@ -135,7 +138,7 @@ docker-compose --env-file ./.env -f docker/docker-compose.build.yml up -d
|
||||
#### Upgrade Version
|
||||
|
||||
1. Increase the version of the `ghostfolio/ghostfolio` Docker image in `docker/docker-compose.yml`
|
||||
1. Run the following command to start the new Docker image: `docker-compose --env-file ./.env -f docker/docker-compose.yml up -d`
|
||||
1. Run the following command to start the new Docker image: `docker compose --env-file ./.env -f docker/docker-compose.yml up -d`
|
||||
At each start, the container will automatically apply the database schema migrations if needed.
|
||||
|
||||
### Home Server Systems (Community)
|
||||
@ -155,8 +158,9 @@ Ghostfolio is available for various home server systems, including [Runtipi](htt
|
||||
### Setup
|
||||
|
||||
1. Run `yarn install`
|
||||
1. Run `docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
|
||||
1. Run `docker compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
|
||||
1. Run `yarn database:setup` to initialize the database schema
|
||||
1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
|
||||
1. Start the server and the client (see [_Development_](#Development))
|
||||
1. Open http://localhost:4200/en in your browser
|
||||
1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
|
||||
@ -165,7 +169,7 @@ Ghostfolio is available for various home server systems, including [Runtipi](htt
|
||||
|
||||
#### Debug
|
||||
|
||||
Run `yarn watch:server` and click _Launch Program_ in [Visual Studio Code](https://code.visualstudio.com)
|
||||
Run `yarn watch:server` and click _Debug API_ in [Visual Studio Code](https://code.visualstudio.com)
|
||||
|
||||
#### Serve
|
||||
|
||||
@ -272,12 +276,12 @@ 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).
|
||||
|
||||
## License
|
||||
|
||||
© 2021 - 2023 [Ghostfolio](https://ghostfol.io)
|
||||
© 2021 - 2024 [Ghostfolio](https://ghostfol.io)
|
||||
|
||||
Licensed under the [AGPLv3 License](https://www.gnu.org/licenses/agpl-3.0.html).
|
||||
|
@ -7,14 +7,15 @@
|
||||
"generators": {},
|
||||
"targets": {
|
||||
"build": {
|
||||
"executor": "@nrwl/webpack:webpack",
|
||||
"executor": "@nx/webpack:webpack",
|
||||
"options": {
|
||||
"outputPath": "dist/apps/api",
|
||||
"main": "apps/api/src/main.ts",
|
||||
"tsConfig": "apps/api/tsconfig.app.json",
|
||||
"assets": ["apps/api/src/assets"],
|
||||
"target": "node",
|
||||
"compiler": "tsc"
|
||||
"compiler": "tsc",
|
||||
"webpackConfig": "apps/api/webpack.config.js"
|
||||
},
|
||||
"configurations": {
|
||||
"production": {
|
||||
@ -39,7 +40,7 @@
|
||||
}
|
||||
},
|
||||
"lint": {
|
||||
"executor": "@nrwl/linter:eslint",
|
||||
"executor": "@nx/eslint:lint",
|
||||
"options": {
|
||||
"lintFilePatterns": ["apps/api/**/*.ts"]
|
||||
}
|
||||
@ -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"]
|
||||
}
|
||||
|
@ -1,5 +1,8 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { Access } from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Body,
|
||||
@ -17,7 +20,6 @@ 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';
|
||||
|
||||
@ -25,11 +27,12 @@ import { CreateAccessDto } from './create-access.dto';
|
||||
export class AccessController {
|
||||
public constructor(
|
||||
private readonly accessService: AccessService,
|
||||
private readonly configurationService: ConfigurationService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getAllAccesses(): Promise<Access[]> {
|
||||
const accessesWithGranteeUser = await this.accessService.accesses({
|
||||
include: {
|
||||
@ -58,13 +61,15 @@ export class AccessController {
|
||||
});
|
||||
}
|
||||
|
||||
@HasPermission(permissions.createAccess)
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async createAccess(
|
||||
@Body() data: CreateAccessDto
|
||||
): Promise<AccessModel> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.createAccess)
|
||||
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
|
||||
this.request.user.subscription.type === 'Basic'
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
@ -72,25 +77,29 @@ export class AccessController {
|
||||
);
|
||||
}
|
||||
|
||||
return this.accessService.createAccess({
|
||||
alias: data.alias || undefined,
|
||||
GranteeUser: data.granteeUserId
|
||||
? { connect: { id: data.granteeUserId } }
|
||||
: undefined,
|
||||
User: { connect: { id: this.request.user.id } }
|
||||
});
|
||||
try {
|
||||
return await this.accessService.createAccess({
|
||||
alias: data.alias || undefined,
|
||||
GranteeUser: data.granteeUserId
|
||||
? { connect: { id: data.granteeUserId } }
|
||||
: undefined,
|
||||
User: { connect: { id: this.request.user.id } }
|
||||
});
|
||||
} catch {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.BAD_REQUEST),
|
||||
StatusCodes.BAD_REQUEST
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
|
||||
@HasPermission(permissions.deleteAccess)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteAccess(@Param('id') id: string): Promise<AccessModel> {
|
||||
const access = await this.accessService.access({ id });
|
||||
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.deleteAccess) ||
|
||||
!access ||
|
||||
access.userId !== this.request.user.id
|
||||
) {
|
||||
if (!access || access.userId !== this.request.user.id) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
|
||||
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
|
||||
import { Module } from '@nestjs/common';
|
||||
|
||||
@ -7,7 +8,7 @@ import { AccessService } from './access.service';
|
||||
@Module({
|
||||
controllers: [AccessController],
|
||||
exports: [AccessService],
|
||||
imports: [PrismaModule],
|
||||
imports: [ConfigurationModule, PrismaModule],
|
||||
providers: [AccessService]
|
||||
})
|
||||
export class AccessModule {}
|
||||
|
@ -1,4 +1,4 @@
|
||||
import { IsOptional, IsString } from 'class-validator';
|
||||
import { IsOptional, IsString, IsUUID } from 'class-validator';
|
||||
|
||||
export class CreateAccessDto {
|
||||
@IsOptional()
|
||||
@ -6,7 +6,7 @@ export class CreateAccessDto {
|
||||
alias?: string;
|
||||
|
||||
@IsOptional()
|
||||
@IsString()
|
||||
@IsUUID()
|
||||
granteeUserId?: string;
|
||||
|
||||
@IsOptional()
|
||||
|
@ -0,0 +1,48 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Controller,
|
||||
Delete,
|
||||
HttpException,
|
||||
Inject,
|
||||
Param,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { AccountBalance } from '@prisma/client';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
|
||||
import { AccountBalanceService } from './account-balance.service';
|
||||
|
||||
@Controller('account-balance')
|
||||
export class AccountBalanceController {
|
||||
public constructor(
|
||||
private readonly accountBalanceService: AccountBalanceService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
|
||||
@HasPermission(permissions.deleteAccountBalance)
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteAccountBalance(
|
||||
@Param('id') id: string
|
||||
): Promise<AccountBalance> {
|
||||
const accountBalance = await this.accountBalanceService.accountBalance({
|
||||
id
|
||||
});
|
||||
|
||||
if (!accountBalance || accountBalance.userId !== this.request.user.id) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.accountBalanceService.deleteAccountBalance({
|
||||
id
|
||||
});
|
||||
}
|
||||
}
|
14
apps/api/src/app/account-balance/account-balance.module.ts
Normal file
14
apps/api/src/app/account-balance/account-balance.module.ts
Normal 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 {}
|
91
apps/api/src/app/account-balance/account-balance.service.ts
Normal file
91
apps/api/src/app/account-balance/account-balance.service.ts
Normal 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
|
||||
)
|
||||
};
|
||||
})
|
||||
};
|
||||
}
|
||||
}
|
@ -1,13 +1,15 @@
|
||||
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
|
||||
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
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 {
|
||||
AccountBalancesResponse,
|
||||
Accounts
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import type {
|
||||
AccountWithValue,
|
||||
RequestWithUser
|
||||
@ -47,17 +49,9 @@ export class AccountController {
|
||||
) {}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deleteAccount)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteAccount(@Param('id') id: string): Promise<AccountModel> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.deleteAccount)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const account = await this.accountService.accountWithOrders(
|
||||
{
|
||||
id_userId: {
|
||||
@ -87,7 +81,7 @@ export class AccountController {
|
||||
}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
public async getAllAccounts(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId
|
||||
@ -102,7 +96,7 @@ export class AccountController {
|
||||
}
|
||||
|
||||
@Get(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
public async getAccountById(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId,
|
||||
@ -122,31 +116,23 @@ export class AccountController {
|
||||
}
|
||||
|
||||
@Get(':id/balances')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
public async getAccountBalancesById(
|
||||
@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
|
||||
});
|
||||
}
|
||||
|
||||
@HasPermission(permissions.createAccount)
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async createAccount(
|
||||
@Body() data: CreateAccountDto
|
||||
): Promise<AccountModel> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.createAccount)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
if (data.platformId) {
|
||||
const platformId = data.platformId;
|
||||
delete data.platformId;
|
||||
@ -172,20 +158,12 @@ export class AccountController {
|
||||
}
|
||||
}
|
||||
|
||||
@HasPermission(permissions.updateAccount)
|
||||
@Post('transfer-balance')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async transferAccountBalance(
|
||||
@Body() { accountIdFrom, accountIdTo, balance }: TransferBalanceDto
|
||||
) {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.updateAccount)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const accountsOfUser = await this.accountService.getAccounts(
|
||||
this.request.user.id
|
||||
);
|
||||
@ -234,18 +212,10 @@ export class AccountController {
|
||||
});
|
||||
}
|
||||
|
||||
@HasPermission(permissions.updateAccount)
|
||||
@Put(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.updateAccount)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const originalAccount = await this.accountService.account({
|
||||
id_userId: {
|
||||
id,
|
||||
|
@ -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';
|
||||
|
@ -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';
|
||||
|
@ -1,6 +1,9 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
|
||||
import { ApiService } from '@ghostfolio/api/services/api/api.service';
|
||||
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
|
||||
import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
|
||||
import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
|
||||
import {
|
||||
@ -17,7 +20,7 @@ import {
|
||||
AdminMarketDataDetails,
|
||||
EnhancedSymbolProfile
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import type {
|
||||
MarketDataPreset,
|
||||
RequestWithUser
|
||||
@ -29,6 +32,7 @@ import {
|
||||
Get,
|
||||
HttpException,
|
||||
Inject,
|
||||
Logger,
|
||||
Param,
|
||||
Patch,
|
||||
Post,
|
||||
@ -54,61 +58,29 @@ export class AdminController {
|
||||
private readonly adminService: AdminService,
|
||||
private readonly apiService: ApiService,
|
||||
private readonly dataGatheringService: DataGatheringService,
|
||||
private readonly manualService: ManualService,
|
||||
private readonly marketDataService: MarketDataService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getAdminData(): Promise<AdminData> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.adminService.get();
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('gather')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gather7Days(): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
this.dataGatheringService.gather7Days();
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('gather/max')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gatherMax(): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
|
||||
|
||||
await this.dataGatheringService.addJobsToQueue(
|
||||
@ -130,21 +102,10 @@ export class AdminController {
|
||||
this.dataGatheringService.gatherMax();
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('gather/profile-data')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gatherProfileData(): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
|
||||
|
||||
await this.dataGatheringService.addJobsToQueue(
|
||||
@ -164,24 +125,13 @@ export class AdminController {
|
||||
);
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('gather/profile-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gatherProfileDataForSymbol(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
await this.dataGatheringService.addJobToQueue({
|
||||
data: {
|
||||
dataSource,
|
||||
@ -196,47 +146,25 @@ export class AdminController {
|
||||
}
|
||||
|
||||
@Post('gather/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
public async gatherSymbol(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
this.dataGatheringService.gatherSymbol({ dataSource, symbol });
|
||||
|
||||
return;
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('gather/:dataSource/:symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gatherSymbolForDate(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('dateString') dateString: string,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<MarketData> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const date = parseISO(dateString);
|
||||
|
||||
if (!isDate(date)) {
|
||||
@ -254,7 +182,8 @@ export class AdminController {
|
||||
}
|
||||
|
||||
@Get('market-data')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getMarketData(
|
||||
@Query('assetSubClasses') filterByAssetSubClasses?: string,
|
||||
@Query('presetId') presetId?: MarketDataPreset,
|
||||
@ -264,18 +193,6 @@ export class AdminController {
|
||||
@Query('sortDirection') sortDirection?: Prisma.SortOrder,
|
||||
@Query('take') take?: number
|
||||
): Promise<AdminMarketData> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const filters = this.apiService.buildFiltersFromQueryParams({
|
||||
filterByAssetSubClasses,
|
||||
filterBySearchQuery
|
||||
@ -292,45 +209,47 @@ export class AdminController {
|
||||
}
|
||||
|
||||
@Get('market-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getMarketDataBySymbol(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<AdminMarketDataDetails> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.adminService.getMarketDataBySymbol({ dataSource, symbol });
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('market-data/:dataSource/:symbol/test')
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async testMarketData(
|
||||
@Body() data: { scraperConfiguration: string },
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<{ price: number }> {
|
||||
try {
|
||||
const scraperConfiguration = JSON.parse(data.scraperConfiguration);
|
||||
const price = await this.manualService.test(scraperConfiguration);
|
||||
|
||||
if (price) {
|
||||
return { price };
|
||||
}
|
||||
|
||||
throw new Error('Could not parse the current market price');
|
||||
} catch (error) {
|
||||
Logger.error(error);
|
||||
|
||||
throw new HttpException(error.message, StatusCodes.BAD_REQUEST);
|
||||
}
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('market-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async updateMarketData(
|
||||
@Body() data: UpdateBulkMarketDataDto,
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map(
|
||||
({ date, marketPrice }) => ({
|
||||
dataSource,
|
||||
@ -349,26 +268,15 @@ export class AdminController {
|
||||
/**
|
||||
* @deprecated
|
||||
*/
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Put('market-data/:dataSource/:symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async update(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('dateString') dateString: string,
|
||||
@Param('symbol') symbol: string,
|
||||
@Body() data: UpdateMarketDataDto
|
||||
) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const date = parseISO(dateString);
|
||||
|
||||
return this.marketDataService.updateMarketData({
|
||||
@ -383,24 +291,14 @@ export class AdminController {
|
||||
});
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('profile-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
public async addProfileData(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<SymbolProfile | never> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
return this.adminService.addAssetProfile({
|
||||
dataSource,
|
||||
symbol,
|
||||
@ -409,45 +307,23 @@ export class AdminController {
|
||||
}
|
||||
|
||||
@Delete('profile-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteProfileData(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.adminService.deleteProfileData({ dataSource, symbol });
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Patch('profile-data/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async patchAssetProfileData(
|
||||
@Body() assetProfileData: UpdateAssetProfileDto,
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<EnhancedSymbolProfile> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.adminService.patchAssetProfileData({
|
||||
...assetProfileData,
|
||||
dataSource,
|
||||
@ -455,24 +331,13 @@ export class AdminController {
|
||||
});
|
||||
}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Put('settings/:key')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async updateProperty(
|
||||
@Param('key') key: string,
|
||||
@Body() data: PropertyDto
|
||||
) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return await this.adminService.putSetting(key, data.value);
|
||||
}
|
||||
}
|
||||
|
@ -176,6 +176,7 @@ export class AdminService {
|
||||
|
||||
if (searchQuery) {
|
||||
where.OR = [
|
||||
{ id: { mode: 'insensitive', startsWith: searchQuery } },
|
||||
{ isin: { mode: 'insensitive', startsWith: searchQuery } },
|
||||
{ name: { mode: 'insensitive', startsWith: searchQuery } },
|
||||
{ symbol: { mode: 'insensitive', startsWith: searchQuery } }
|
||||
@ -320,6 +321,7 @@ export class AdminService {
|
||||
assetClass,
|
||||
assetSubClass,
|
||||
comment,
|
||||
currency,
|
||||
dataSource,
|
||||
name,
|
||||
scraperConfiguration,
|
||||
@ -330,6 +332,7 @@ export class AdminService {
|
||||
assetClass,
|
||||
assetSubClass,
|
||||
comment,
|
||||
currency,
|
||||
dataSource,
|
||||
name,
|
||||
scraperConfiguration,
|
||||
|
@ -1,87 +1,48 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { AdminJobs } from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import {
|
||||
Controller,
|
||||
Delete,
|
||||
Get,
|
||||
HttpException,
|
||||
Inject,
|
||||
Param,
|
||||
Query,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { JobStatus } from 'bull';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
|
||||
import { QueueService } from './queue.service';
|
||||
|
||||
@Controller('admin/queue')
|
||||
export class QueueController {
|
||||
public constructor(
|
||||
private readonly queueService: QueueService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
public constructor(private readonly queueService: QueueService) {}
|
||||
|
||||
@Delete('job')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteJobs(
|
||||
@Query('status') filterByStatus?: string
|
||||
): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const status = <JobStatus[]>filterByStatus?.split(',') ?? undefined;
|
||||
return this.queueService.deleteJobs({ status });
|
||||
}
|
||||
|
||||
@Get('job')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getJobs(
|
||||
@Query('status') filterByStatus?: string
|
||||
): Promise<AdminJobs> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const status = <JobStatus[]>filterByStatus?.split(',') ?? undefined;
|
||||
return this.queueService.getJobs({ status });
|
||||
}
|
||||
|
||||
@Delete('job/:id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteJob(@Param('id') id: string): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.queueService.deleteJob(id);
|
||||
}
|
||||
}
|
||||
|
@ -14,6 +14,10 @@ export class UpdateAssetProfileDto {
|
||||
@IsOptional()
|
||||
comment?: string;
|
||||
|
||||
@IsString()
|
||||
@IsOptional()
|
||||
currency?: string;
|
||||
|
||||
@IsString()
|
||||
@IsOptional()
|
||||
name?: string;
|
||||
|
@ -1,40 +1,18 @@
|
||||
import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Controller,
|
||||
Delete,
|
||||
HttpException,
|
||||
Inject,
|
||||
Param,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import { Controller, Delete, Param, UseGuards } from '@nestjs/common';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
|
||||
@Controller('auth-device')
|
||||
export class AuthDeviceController {
|
||||
public constructor(
|
||||
private readonly authDeviceService: AuthDeviceService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
public constructor(private readonly authDeviceService: AuthDeviceService) {}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deleteAuthDevice)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteAuthDevice(@Param('id') id: string): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.deleteAuthDevice
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
await this.authDeviceService.deleteAuthDevice({ id });
|
||||
}
|
||||
}
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
|
||||
import { OAuthResponse } from '@ghostfolio/common/interfaces';
|
||||
@ -118,13 +119,13 @@ export class AuthController {
|
||||
}
|
||||
|
||||
@Get('webauthn/generate-registration-options')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async generateRegistrationOptions() {
|
||||
return this.webAuthService.generateRegistrationOptions();
|
||||
}
|
||||
|
||||
@Post('webauthn/verify-attestation')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async verifyAttestation(
|
||||
@Body() body: { deviceName: string; credential: AttestationCredentialJSON }
|
||||
) {
|
||||
|
@ -1,3 +1,5 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
|
||||
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
|
||||
import type {
|
||||
@ -5,7 +7,7 @@ import type {
|
||||
BenchmarkResponse,
|
||||
UniqueAsset
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Body,
|
||||
@ -33,21 +35,10 @@ export class BenchmarkController {
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async addBenchmark(@Body() { dataSource, symbol }: UniqueAsset) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
try {
|
||||
const benchmark = await this.benchmarkService.addBenchmark({
|
||||
dataSource,
|
||||
@ -71,23 +62,12 @@ export class BenchmarkController {
|
||||
}
|
||||
|
||||
@Delete(':dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteBenchmark(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('symbol') symbol: string
|
||||
) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
try {
|
||||
const benchmark = await this.benchmarkService.deleteBenchmark({
|
||||
dataSource,
|
||||
@ -120,7 +100,7 @@ export class BenchmarkController {
|
||||
}
|
||||
|
||||
@Get(':dataSource/:symbol/:startDateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
public async getBenchmarkMarketDataBySymbol(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@ -128,11 +108,13 @@ export class BenchmarkController {
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<BenchmarkMarketDataDetails> {
|
||||
const startDate = new Date(startDateString);
|
||||
const userCurrency = this.request.user.Settings.settings.baseCurrency;
|
||||
|
||||
return this.benchmarkService.getMarketDataBySymbol({
|
||||
dataSource,
|
||||
startDate,
|
||||
symbol
|
||||
symbol,
|
||||
userCurrency
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -2,6 +2,7 @@ import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.mo
|
||||
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.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';
|
||||
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
|
||||
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
|
||||
import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
|
||||
@ -17,6 +18,7 @@ import { BenchmarkService } from './benchmark.service';
|
||||
imports: [
|
||||
ConfigurationModule,
|
||||
DataProviderModule,
|
||||
ExchangeRateDataModule,
|
||||
MarketDataModule,
|
||||
PrismaModule,
|
||||
PropertyModule,
|
||||
|
@ -11,6 +11,7 @@ describe('BenchmarkService', () => {
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
@ -1,6 +1,7 @@
|
||||
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
|
||||
import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
|
||||
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
|
||||
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
|
||||
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
|
||||
@ -9,18 +10,24 @@ import {
|
||||
MAX_CHART_ITEMS,
|
||||
PROPERTY_BENCHMARKS
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import {
|
||||
DATE_FORMAT,
|
||||
calculateBenchmarkTrend,
|
||||
parseDate
|
||||
} from '@ghostfolio/common/helper';
|
||||
import {
|
||||
Benchmark,
|
||||
BenchmarkMarketDataDetails,
|
||||
BenchmarkProperty,
|
||||
BenchmarkResponse,
|
||||
UniqueAsset
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { Injectable } from '@nestjs/common';
|
||||
import { BenchmarkTrend } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
import { SymbolProfile } from '@prisma/client';
|
||||
import Big from 'big.js';
|
||||
import { format } from 'date-fns';
|
||||
import { uniqBy } from 'lodash';
|
||||
import { format, isSameDay, subDays } from 'date-fns';
|
||||
import { isNumber, last, uniqBy } from 'lodash';
|
||||
import ms from 'ms';
|
||||
|
||||
@Injectable()
|
||||
@ -29,6 +36,7 @@ export class BenchmarkService {
|
||||
|
||||
public constructor(
|
||||
private readonly dataProviderService: DataProviderService,
|
||||
private readonly exchangeRateDataService: ExchangeRateDataService,
|
||||
private readonly marketDataService: MarketDataService,
|
||||
private readonly prismaService: PrismaService,
|
||||
private readonly propertyService: PropertyService,
|
||||
@ -45,9 +53,34 @@ 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 +95,16 @@ 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 +113,18 @@ 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 +141,7 @@ export class BenchmarkService {
|
||||
} else {
|
||||
storeInCache = false;
|
||||
}
|
||||
|
||||
return {
|
||||
marketCondition: this.getMarketCondition(
|
||||
performancePercentFromAllTimeHigh
|
||||
@ -100,10 +149,12 @@ 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 +169,24 @@ 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);
|
||||
@ -145,8 +206,14 @@ export class BenchmarkService {
|
||||
public async getMarketDataBySymbol({
|
||||
dataSource,
|
||||
startDate,
|
||||
symbol
|
||||
}: { startDate: Date } & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
|
||||
symbol,
|
||||
userCurrency
|
||||
}: {
|
||||
startDate: Date;
|
||||
userCurrency: string;
|
||||
} & UniqueAsset): Promise<BenchmarkMarketDataDetails> {
|
||||
const marketData: { date: string; value: number }[] = [];
|
||||
|
||||
const [currentSymbolItem, marketDataItems] = await Promise.all([
|
||||
this.symbolService.get({
|
||||
dataGatheringItem: {
|
||||
@ -168,44 +235,96 @@ export class BenchmarkService {
|
||||
})
|
||||
]);
|
||||
|
||||
const exchangeRates =
|
||||
await this.exchangeRateDataService.getExchangeRatesByCurrency({
|
||||
startDate,
|
||||
currencies: [currentSymbolItem.currency],
|
||||
targetCurrency: userCurrency
|
||||
});
|
||||
|
||||
const exchangeRateAtStartDate =
|
||||
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[
|
||||
format(startDate, DATE_FORMAT)
|
||||
];
|
||||
|
||||
const marketPriceAtStartDate = marketDataItems?.find(({ date }) => {
|
||||
return isSameDay(date, startDate);
|
||||
})?.marketPrice;
|
||||
|
||||
if (!marketPriceAtStartDate) {
|
||||
Logger.error(
|
||||
`No historical market data has been found for ${symbol} (${dataSource}) at ${format(
|
||||
startDate,
|
||||
DATE_FORMAT
|
||||
)}`,
|
||||
'BenchmarkService'
|
||||
);
|
||||
|
||||
return { marketData };
|
||||
}
|
||||
|
||||
const step = Math.round(
|
||||
marketDataItems.length / Math.min(marketDataItems.length, MAX_CHART_ITEMS)
|
||||
);
|
||||
|
||||
const marketPriceAtStartDate = marketDataItems?.[0]?.marketPrice ?? 0;
|
||||
const response = {
|
||||
marketData: [
|
||||
...marketDataItems
|
||||
.filter((marketDataItem, index) => {
|
||||
return index % step === 0;
|
||||
})
|
||||
.map((marketDataItem) => {
|
||||
return {
|
||||
date: format(marketDataItem.date, DATE_FORMAT),
|
||||
value:
|
||||
marketPriceAtStartDate === 0
|
||||
? 0
|
||||
: this.calculateChangeInPercentage(
|
||||
marketPriceAtStartDate,
|
||||
marketDataItem.marketPrice
|
||||
) * 100
|
||||
};
|
||||
})
|
||||
]
|
||||
};
|
||||
let i = 0;
|
||||
|
||||
if (currentSymbolItem?.marketPrice) {
|
||||
response.marketData.push({
|
||||
for (let marketDataItem of marketDataItems) {
|
||||
if (i % step !== 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
const exchangeRate =
|
||||
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[
|
||||
format(marketDataItem.date, DATE_FORMAT)
|
||||
];
|
||||
|
||||
const exchangeRateFactor =
|
||||
isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate)
|
||||
? exchangeRate / exchangeRateAtStartDate
|
||||
: 1;
|
||||
|
||||
marketData.push({
|
||||
date: format(marketDataItem.date, DATE_FORMAT),
|
||||
value:
|
||||
marketPriceAtStartDate === 0
|
||||
? 0
|
||||
: this.calculateChangeInPercentage(
|
||||
marketPriceAtStartDate,
|
||||
marketDataItem.marketPrice * exchangeRateFactor
|
||||
) * 100
|
||||
});
|
||||
}
|
||||
|
||||
const includesToday = isSameDay(
|
||||
parseDate(last(marketData).date),
|
||||
new Date()
|
||||
);
|
||||
|
||||
if (currentSymbolItem?.marketPrice && !includesToday) {
|
||||
const exchangeRate =
|
||||
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[
|
||||
format(new Date(), DATE_FORMAT)
|
||||
];
|
||||
|
||||
const exchangeRateFactor =
|
||||
isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate)
|
||||
? exchangeRate / exchangeRateAtStartDate
|
||||
: 1;
|
||||
|
||||
marketData.push({
|
||||
date: format(new Date(), DATE_FORMAT),
|
||||
value:
|
||||
this.calculateChangeInPercentage(
|
||||
marketPriceAtStartDate,
|
||||
currentSymbolItem.marketPrice
|
||||
currentSymbolItem.marketPrice * exchangeRateFactor
|
||||
) * 100
|
||||
});
|
||||
}
|
||||
|
||||
return response;
|
||||
return {
|
||||
marketData
|
||||
};
|
||||
}
|
||||
|
||||
public async addBenchmark({
|
||||
@ -282,7 +401,15 @@ 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';
|
||||
}
|
||||
}
|
||||
}
|
||||
|
35
apps/api/src/app/cache/cache.controller.ts
vendored
35
apps/api/src/app/cache/cache.controller.ts
vendored
@ -1,39 +1,18 @@
|
||||
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Controller,
|
||||
HttpException,
|
||||
Inject,
|
||||
Post,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import { Controller, Post, UseGuards } from '@nestjs/common';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
|
||||
@Controller('cache')
|
||||
export class CacheController {
|
||||
public constructor(
|
||||
private readonly redisCacheService: RedisCacheService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
public constructor(private readonly redisCacheService: RedisCacheService) {}
|
||||
|
||||
@HasPermission(permissions.accessAdminControl)
|
||||
@Post('flush')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async flushCache(): Promise<void> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.redisCacheService.reset();
|
||||
}
|
||||
}
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
Controller,
|
||||
@ -19,7 +20,7 @@ export class ExchangeRateController {
|
||||
) {}
|
||||
|
||||
@Get(':symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getExchangeRate(
|
||||
@Param('dateString') dateString: string,
|
||||
@Param('symbol') symbol: string
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { Export } from '@ghostfolio/common/interfaces';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import { Controller, Get, Inject, Query, UseGuards } from '@nestjs/common';
|
||||
@ -14,12 +15,13 @@ export class ExportController {
|
||||
) {}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async export(
|
||||
@Query('activityIds') activityIds?: string[]
|
||||
): Promise<Export> {
|
||||
return this.exportService.export({
|
||||
activityIds,
|
||||
userCurrency: this.request.user.Settings.settings.baseCurrency,
|
||||
userId: this.request.user.id
|
||||
});
|
||||
}
|
||||
|
@ -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) {
|
||||
|
@ -1,3 +1,5 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
|
||||
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
@ -34,7 +36,8 @@ export class ImportController {
|
||||
) {}
|
||||
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@HasPermission(permissions.createOrder)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async import(
|
||||
@ -42,11 +45,7 @@ export class ImportController {
|
||||
@Query('dryRun') isDryRun?: boolean
|
||||
): Promise<ImportResponse> {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.createAccount
|
||||
) ||
|
||||
!hasPermission(this.request.user.permissions, permissions.createOrder)
|
||||
!hasPermission(this.request.user.permissions, permissions.createAccount)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
@ -92,7 +91,7 @@ export class ImportController {
|
||||
}
|
||||
|
||||
@Get('dividends/:dataSource/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async gatherDividends(
|
||||
|
@ -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([
|
||||
|
@ -8,7 +8,6 @@ import { PropertyService } from '@ghostfolio/api/services/property/property.serv
|
||||
import { TagService } from '@ghostfolio/api/services/tag/tag.service';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT,
|
||||
PROPERTY_BETTER_UPTIME_MONITOR_ID,
|
||||
PROPERTY_COUNTRIES_OF_SUBSCRIBERS,
|
||||
PROPERTY_DEMO_USER_ID,
|
||||
@ -162,7 +161,7 @@ export class InfoService {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { pull_count } = await got(
|
||||
`https://hub.docker.com/v2/repositories/ghostfolio/ghostfolio`,
|
||||
@ -187,7 +186,7 @@ export class InfoService {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { body } = await got('https://github.com/ghostfolio/ghostfolio', {
|
||||
// @ts-ignore
|
||||
@ -196,11 +195,11 @@ export class InfoService {
|
||||
|
||||
const $ = cheerio.load(body);
|
||||
|
||||
return extractNumberFromString(
|
||||
$(
|
||||
return extractNumberFromString({
|
||||
value: $(
|
||||
`a[href="/ghostfolio/ghostfolio/graphs/contributors"] .Counter`
|
||||
).text()
|
||||
);
|
||||
});
|
||||
} catch (error) {
|
||||
Logger.error(error, 'InfoService - GitHub');
|
||||
|
||||
@ -214,7 +213,7 @@ export class InfoService {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { stargazers_count } = await got(
|
||||
`https://api.github.com/repos/ghostfolio/ghostfolio`,
|
||||
@ -342,7 +341,7 @@ export class InfoService {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { data } = await got(
|
||||
`https://uptime.betterstack.com/api/v2/monitors/${monitorId}/sla?from=${format(
|
||||
|
@ -1,5 +1,5 @@
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
|
||||
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
|
||||
import { UniqueAsset } from '@ghostfolio/common/interfaces';
|
||||
import { HttpException, Injectable } from '@nestjs/common';
|
||||
import { DataSource } from '@prisma/client';
|
||||
@ -9,6 +9,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
@Injectable()
|
||||
export class LogoService {
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService,
|
||||
private readonly symbolProfileService: SymbolProfileService
|
||||
) {}
|
||||
|
||||
@ -46,7 +47,7 @@ export class LogoService {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
return got(
|
||||
`https://t0.gstatic.com/faviconV2?client=SOCIAL&type=FAVICON&fallback_opts=TYPE,SIZE,URL&url=${aUrl}&size=64`,
|
||||
|
@ -2,6 +2,7 @@ import { OrderWithAccount } from '@ghostfolio/common/types';
|
||||
|
||||
export interface Activities {
|
||||
activities: Activity[];
|
||||
count: number;
|
||||
}
|
||||
|
||||
export interface Activity extends OrderWithAccount {
|
||||
|
@ -1,3 +1,5 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
|
||||
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
|
||||
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
|
||||
@ -24,7 +26,7 @@ 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';
|
||||
|
||||
@ -44,24 +46,16 @@ export class OrderController {
|
||||
) {}
|
||||
|
||||
@Delete()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deleteOrder)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteOrders(): Promise<number> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.deleteOrder)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.orderService.deleteOrders({
|
||||
userId: this.request.user.id
|
||||
});
|
||||
}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteOrder(@Param('id') id: string): Promise<OrderModel> {
|
||||
const order = await this.orderService.order({ id });
|
||||
|
||||
@ -82,7 +76,7 @@ export class OrderController {
|
||||
}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async getAllOrders(
|
||||
@ -90,6 +84,8 @@ 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 +99,10 @@ 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,
|
||||
@ -113,22 +111,14 @@ export class OrderController {
|
||||
withExcludedAccounts: true
|
||||
});
|
||||
|
||||
return { activities };
|
||||
return { activities, count };
|
||||
}
|
||||
|
||||
@HasPermission(permissions.createOrder)
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
public async createOrder(@Body() data: CreateOrderDto): Promise<OrderModel> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.createOrder)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const order = await this.orderService.createOrder({
|
||||
...data,
|
||||
date: parseISO(data.date),
|
||||
@ -166,19 +156,16 @@ export class OrderController {
|
||||
return order;
|
||||
}
|
||||
|
||||
@HasPermission(permissions.updateOrder)
|
||||
@Put(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
public async update(@Param('id') id: string, @Body() data: UpdateOrderDto) {
|
||||
const originalOrder = await this.orderService.order({
|
||||
id
|
||||
});
|
||||
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.updateOrder) ||
|
||||
!originalOrder ||
|
||||
originalOrder.userId !== this.request.user.id
|
||||
) {
|
||||
if (!originalOrder || originalOrder.userId !== this.request.user.id) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
|
@ -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';
|
||||
|
@ -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
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -1,18 +1,17 @@
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import {
|
||||
Body,
|
||||
Controller,
|
||||
Delete,
|
||||
Get,
|
||||
HttpException,
|
||||
Inject,
|
||||
Param,
|
||||
Post,
|
||||
Put,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { Platform } from '@prisma/client';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
@ -23,49 +22,30 @@ import { UpdatePlatformDto } from './update-platform.dto';
|
||||
|
||||
@Controller('platform')
|
||||
export class PlatformController {
|
||||
public constructor(
|
||||
private readonly platformService: PlatformService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
public constructor(private readonly platformService: PlatformService) {}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getPlatforms() {
|
||||
return this.platformService.getPlatformsWithAccountCount();
|
||||
}
|
||||
|
||||
@HasPermission(permissions.createPlatform)
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async createPlatform(
|
||||
@Body() data: CreatePlatformDto
|
||||
): Promise<Platform> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.createPlatform)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.platformService.createPlatform(data);
|
||||
}
|
||||
|
||||
@HasPermission(permissions.updatePlatform)
|
||||
@Put(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async updatePlatform(
|
||||
@Param('id') id: string,
|
||||
@Body() data: UpdatePlatformDto
|
||||
) {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.updatePlatform)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const originalPlatform = await this.platformService.getPlatform({
|
||||
id
|
||||
});
|
||||
@ -88,17 +68,9 @@ export class PlatformController {
|
||||
}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deletePlatform)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deletePlatform(@Param('id') id: string) {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.deletePlatform)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const originalPlatform = await this.platformService.getPlatform({
|
||||
id
|
||||
});
|
||||
|
@ -33,6 +33,15 @@ function mockGetValue(symbol: string, date: Date) {
|
||||
|
||||
return { marketPrice: 0 };
|
||||
|
||||
case 'GOOGL':
|
||||
if (isSameDay(parseDate('2023-01-03'), date)) {
|
||||
return { marketPrice: 89.12 };
|
||||
} else if (isSameDay(parseDate('2023-07-10'), date)) {
|
||||
return { marketPrice: 116.45 };
|
||||
}
|
||||
|
||||
return { marketPrice: 0 };
|
||||
|
||||
case 'NOVN.SW':
|
||||
if (isSameDay(parseDate('2022-04-11'), date)) {
|
||||
return { marketPrice: 87.8 };
|
||||
@ -61,10 +70,9 @@ export const CurrentRateServiceMock = {
|
||||
for (const dataGatheringItem of dataGatheringItems) {
|
||||
values.push({
|
||||
date,
|
||||
marketPriceInBaseCurrency: mockGetValue(
|
||||
dataGatheringItem.symbol,
|
||||
date
|
||||
).marketPrice,
|
||||
dataSource: dataGatheringItem.dataSource,
|
||||
marketPrice: mockGetValue(dataGatheringItem.symbol, date)
|
||||
.marketPrice,
|
||||
symbol: dataGatheringItem.symbol
|
||||
});
|
||||
}
|
||||
@ -74,10 +82,9 @@ export const CurrentRateServiceMock = {
|
||||
for (const dataGatheringItem of dataGatheringItems) {
|
||||
values.push({
|
||||
date,
|
||||
marketPriceInBaseCurrency: mockGetValue(
|
||||
dataGatheringItem.symbol,
|
||||
date
|
||||
).marketPrice,
|
||||
dataSource: dataGatheringItem.dataSource,
|
||||
marketPrice: mockGetValue(dataGatheringItem.symbol, date)
|
||||
.marketPrice,
|
||||
symbol: dataGatheringItem.symbol
|
||||
});
|
||||
}
|
||||
|
@ -1,7 +1,7 @@
|
||||
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
|
||||
import { 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 +25,30 @@ 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
|
||||
}
|
||||
]);
|
||||
}
|
||||
@ -66,7 +66,8 @@ jest.mock(
|
||||
initialize: () => Promise.resolve(),
|
||||
toCurrency: (value: number) => {
|
||||
return 1 * value;
|
||||
}
|
||||
},
|
||||
getExchangeRates: () => Promise.resolve()
|
||||
};
|
||||
})
|
||||
};
|
||||
@ -86,7 +87,6 @@ jest.mock('@ghostfolio/api/services/property/property.service', () => {
|
||||
describe('CurrentRateService', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let dataProviderService: DataProviderService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
let marketDataService: MarketDataService;
|
||||
let propertyService: PropertyService;
|
||||
|
||||
@ -101,19 +101,11 @@ describe('CurrentRateService', () => {
|
||||
propertyService,
|
||||
null
|
||||
);
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
marketDataService = new MarketDataService(null);
|
||||
|
||||
await exchangeRateDataService.initialize();
|
||||
marketDataService = new MarketDataService(null);
|
||||
|
||||
currentRateService = new CurrentRateService(
|
||||
dataProviderService,
|
||||
exchangeRateDataService,
|
||||
marketDataService
|
||||
);
|
||||
});
|
||||
@ -121,21 +113,20 @@ describe('CurrentRateService', () => {
|
||||
it('getValues', async () => {
|
||||
expect(
|
||||
await currentRateService.getValues({
|
||||
currencies: { AMZN: 'USD' },
|
||||
dataGatheringItems: [{ dataSource: DataSource.YAHOO, symbol: 'AMZN' }],
|
||||
dateQuery: {
|
||||
lt: new Date(Date.UTC(2020, 0, 2, 0, 0, 0)),
|
||||
gte: new Date(Date.UTC(2020, 0, 1, 0, 0, 0))
|
||||
},
|
||||
userCurrency: 'CHF'
|
||||
}
|
||||
})
|
||||
).toMatchObject<GetValuesObject>({
|
||||
dataProviderInfos: [],
|
||||
errors: [],
|
||||
values: [
|
||||
{
|
||||
dataSource: 'YAHOO',
|
||||
date: undefined,
|
||||
marketPriceInBaseCurrency: 1841.823902,
|
||||
marketPrice: 1841.823902,
|
||||
symbol: 'AMZN'
|
||||
}
|
||||
]
|
||||
|
@ -1,8 +1,11 @@
|
||||
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
|
||||
import { 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';
|
||||
@ -15,17 +18,15 @@ import { GetValuesParams } from './interfaces/get-values-params.interface';
|
||||
export class CurrentRateService {
|
||||
public constructor(
|
||||
private readonly dataProviderService: DataProviderService,
|
||||
private readonly exchangeRateDataService: ExchangeRateDataService,
|
||||
private readonly marketDataService: MarketDataService
|
||||
) {}
|
||||
|
||||
public async getValues({
|
||||
currencies,
|
||||
dataGatheringItems,
|
||||
dateQuery,
|
||||
userCurrency
|
||||
dateQuery
|
||||
}: GetValuesParams): Promise<GetValuesObject> {
|
||||
const dataProviderInfos: DataProviderInfo[] = [];
|
||||
|
||||
const includeToday =
|
||||
(!dateQuery.lt || isBefore(new Date(), dateQuery.lt)) &&
|
||||
(!dateQuery.gte || isBefore(dateQuery.gte, new Date())) &&
|
||||
@ -41,6 +42,7 @@ export class CurrentRateService {
|
||||
.getQuotes({ items: dataGatheringItems })
|
||||
.then((dataResultProvider) => {
|
||||
const result: GetValueObject[] = [];
|
||||
|
||||
for (const dataGatheringItem of dataGatheringItems) {
|
||||
if (
|
||||
dataResultProvider?.[dataGatheringItem.symbol]?.dataProviderInfo
|
||||
@ -52,14 +54,10 @@ export class CurrentRateService {
|
||||
|
||||
if (dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice) {
|
||||
result.push({
|
||||
dataSource: dataGatheringItem.dataSource,
|
||||
date: today,
|
||||
marketPriceInBaseCurrency:
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
dataResultProvider?.[dataGatheringItem.symbol]
|
||||
?.marketPrice,
|
||||
dataResultProvider?.[dataGatheringItem.symbol]?.currency,
|
||||
userCurrency
|
||||
),
|
||||
marketPrice:
|
||||
dataResultProvider?.[dataGatheringItem.symbol]?.marketPrice,
|
||||
symbol: dataGatheringItem.symbol
|
||||
});
|
||||
} else {
|
||||
@ -75,27 +73,25 @@ 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,
|
||||
marketPriceInBaseCurrency:
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
marketDataItem.marketPrice,
|
||||
currencies[marketDataItem.symbol],
|
||||
userCurrency
|
||||
),
|
||||
symbol: marketDataItem.symbol
|
||||
dataSource,
|
||||
date,
|
||||
marketPrice,
|
||||
symbol
|
||||
};
|
||||
});
|
||||
})
|
||||
@ -112,7 +108,7 @@ 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) => {
|
||||
@ -121,9 +117,10 @@ export class CurrentRateService {
|
||||
|
||||
if (!value) {
|
||||
value = {
|
||||
dataSource,
|
||||
symbol,
|
||||
date: today,
|
||||
marketPriceInBaseCurrency: 0
|
||||
marketPrice: 0
|
||||
};
|
||||
|
||||
response.values.push(value);
|
||||
@ -131,10 +128,7 @@ export class CurrentRateService {
|
||||
|
||||
const [latestValue] = response.values
|
||||
.filter((currentValue) => {
|
||||
return (
|
||||
currentValue.symbol === symbol &&
|
||||
currentValue.marketPriceInBaseCurrency
|
||||
);
|
||||
return currentValue.symbol === symbol && currentValue.marketPrice;
|
||||
})
|
||||
.sort((a, b) => {
|
||||
if (a.date < b.date) {
|
||||
@ -148,8 +142,7 @@ export class CurrentRateService {
|
||||
return 0;
|
||||
});
|
||||
|
||||
value.marketPriceInBaseCurrency =
|
||||
latestValue.marketPriceInBaseCurrency;
|
||||
value.marketPrice = latestValue.marketPrice;
|
||||
} catch {}
|
||||
}
|
||||
}
|
||||
|
@ -4,10 +4,15 @@ import Big from 'big.js';
|
||||
export interface CurrentPositions extends ResponseError {
|
||||
positions: TimelinePosition[];
|
||||
grossPerformance: Big;
|
||||
grossPerformanceWithCurrencyEffect: Big;
|
||||
grossPerformancePercentage: Big;
|
||||
grossPerformancePercentageWithCurrencyEffect: Big;
|
||||
netAnnualizedPerformance?: Big;
|
||||
netAnnualizedPerformanceWithCurrencyEffect?: Big;
|
||||
netPerformance: Big;
|
||||
netPerformanceWithCurrencyEffect: Big;
|
||||
netPerformancePercentage: Big;
|
||||
netPerformancePercentageWithCurrencyEffect: Big;
|
||||
currentValue: Big;
|
||||
totalInvestment: Big;
|
||||
}
|
||||
|
@ -1,5 +1,6 @@
|
||||
export interface GetValueObject {
|
||||
import { UniqueAsset } from '@ghostfolio/common/interfaces';
|
||||
|
||||
export interface GetValueObject extends UniqueAsset {
|
||||
date: Date;
|
||||
marketPriceInBaseCurrency: number;
|
||||
symbol: string;
|
||||
marketPrice: number;
|
||||
}
|
||||
|
@ -3,8 +3,6 @@ import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfac
|
||||
import { DateQuery } from './date-query.interface';
|
||||
|
||||
export interface GetValuesParams {
|
||||
currencies: { [symbol: string]: string };
|
||||
dataGatheringItems: IDataGatheringItem[];
|
||||
dateQuery: DateQuery;
|
||||
userCurrency: string;
|
||||
}
|
||||
|
@ -1,5 +1,9 @@
|
||||
import Big from 'big.js';
|
||||
|
||||
import { PortfolioOrder } from './portfolio-order.interface';
|
||||
|
||||
export interface PortfolioOrderItem extends PortfolioOrder {
|
||||
itemType?: '' | 'start' | 'end';
|
||||
unitPriceInBaseCurrency?: Big;
|
||||
unitPriceInBaseCurrencyWithCurrencyEffect?: Big;
|
||||
}
|
||||
|
@ -14,6 +14,8 @@ export interface PortfolioPositionDetail {
|
||||
firstBuyDate: string;
|
||||
grossPerformance: number;
|
||||
grossPerformancePercent: number;
|
||||
grossPerformancePercentWithCurrencyEffect: number;
|
||||
grossPerformanceWithCurrencyEffect: number;
|
||||
historicalData: HistoricalDataItem[];
|
||||
investment: number;
|
||||
marketPrice: number;
|
||||
@ -21,6 +23,8 @@ export interface PortfolioPositionDetail {
|
||||
minPrice: number;
|
||||
netPerformance: number;
|
||||
netPerformancePercent: number;
|
||||
netPerformancePercentWithCurrencyEffect: number;
|
||||
netPerformanceWithCurrencyEffect: number;
|
||||
orders: OrderWithAccount[];
|
||||
quantity: number;
|
||||
SymbolProfile: EnhancedSymbolProfile;
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -16,15 +17,24 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with BALN.SW buy and sell', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
@ -74,9 +84,17 @@ describe('PortfolioCalculator', () => {
|
||||
errors: [],
|
||||
grossPerformance: new Big('-12.6'),
|
||||
grossPerformancePercentage: new Big('-0.0440867739678096571'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'-0.0440867739678096571'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('-12.6'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('-15.8'),
|
||||
netPerformancePercentage: new Big('-0.0552834149755073478'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'-0.0552834149755073478'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('-15.8'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('0'),
|
||||
@ -86,16 +104,29 @@ describe('PortfolioCalculator', () => {
|
||||
firstBuyDate: '2021-11-22',
|
||||
grossPerformance: new Big('-12.6'),
|
||||
grossPerformancePercentage: new Big('-0.0440867739678096571'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'-0.0440867739678096571'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('-12.6'),
|
||||
investment: new Big('0'),
|
||||
investmentWithCurrencyEffect: new Big('0'),
|
||||
netPerformance: new Big('-15.8'),
|
||||
netPerformancePercentage: new Big('-0.0552834149755073478'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'-0.0552834149755073478'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('-15.8'),
|
||||
marketPrice: 148.9,
|
||||
marketPriceInBaseCurrency: 148.9,
|
||||
quantity: new Big('0'),
|
||||
symbol: 'BALN.SW',
|
||||
timeWeightedInvestment: new Big('285.8'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big('285.8'),
|
||||
transactionCount: 2
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('0')
|
||||
totalInvestment: new Big('0'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('0')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -16,15 +17,24 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with BALN.SW buy', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
@ -63,9 +73,17 @@ describe('PortfolioCalculator', () => {
|
||||
errors: [],
|
||||
grossPerformance: new Big('24.6'),
|
||||
grossPerformancePercentage: new Big('0.09004392386530014641'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.09004392386530014641'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('24.6'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('23.05'),
|
||||
netPerformancePercentage: new Big('0.08437042459736456808'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.08437042459736456808'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('23.05'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('136.6'),
|
||||
@ -75,16 +93,29 @@ describe('PortfolioCalculator', () => {
|
||||
firstBuyDate: '2021-11-30',
|
||||
grossPerformance: new Big('24.6'),
|
||||
grossPerformancePercentage: new Big('0.09004392386530014641'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.09004392386530014641'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('24.6'),
|
||||
investment: new Big('273.2'),
|
||||
investmentWithCurrencyEffect: new Big('273.2'),
|
||||
netPerformance: new Big('23.05'),
|
||||
netPerformancePercentage: new Big('0.08437042459736456808'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.08437042459736456808'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('23.05'),
|
||||
marketPrice: 148.9,
|
||||
marketPriceInBaseCurrency: 148.9,
|
||||
quantity: new Big('2'),
|
||||
symbol: 'BALN.SW',
|
||||
timeWeightedInvestment: new Big('273.2'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big('273.2'),
|
||||
transactionCount: 1
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('273.2')
|
||||
totalInvestment: new Big('273.2'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('273.2')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
|
@ -1,4 +1,6 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { ExchangeRateDataServiceMock } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service.mock';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -14,21 +16,42 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
};
|
||||
});
|
||||
|
||||
jest.mock(
|
||||
'@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service',
|
||||
() => {
|
||||
return {
|
||||
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
ExchangeRateDataService: jest.fn().mockImplementation(() => {
|
||||
return ExchangeRateDataServiceMock;
|
||||
})
|
||||
};
|
||||
}
|
||||
);
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with BTCUSD buy and sell partially', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
currency: 'CHF',
|
||||
currency: 'USD',
|
||||
date: '2015-01-01',
|
||||
dataSource: 'YAHOO',
|
||||
fee: new Big(0),
|
||||
@ -39,7 +62,7 @@ describe('PortfolioCalculator', () => {
|
||||
unitPrice: new Big(320.43)
|
||||
},
|
||||
{
|
||||
currency: 'CHF',
|
||||
currency: 'USD',
|
||||
date: '2017-12-31',
|
||||
dataSource: 'YAHOO',
|
||||
fee: new Big(0),
|
||||
@ -70,32 +93,60 @@ describe('PortfolioCalculator', () => {
|
||||
spy.mockRestore();
|
||||
|
||||
expect(currentPositions).toEqual({
|
||||
currentValue: new Big('13657.2'),
|
||||
currentValue: new Big('13298.425356'),
|
||||
errors: [],
|
||||
grossPerformance: new Big('27172.74'),
|
||||
grossPerformancePercentage: new Big('42.40043067128546016291'),
|
||||
grossPerformancePercentage: new Big('42.41978276196153750666'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'41.6401219622042072686'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('26516.208701400000064086'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('27172.74'),
|
||||
netPerformancePercentage: new Big('42.40043067128546016291'),
|
||||
netPerformancePercentage: new Big('42.41978276196153750666'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'41.6401219622042072686'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('26516.208701400000064086'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('320.43'),
|
||||
currency: 'CHF',
|
||||
currency: 'USD',
|
||||
dataSource: 'YAHOO',
|
||||
fee: new Big('0'),
|
||||
firstBuyDate: '2015-01-01',
|
||||
grossPerformance: new Big('27172.74'),
|
||||
grossPerformancePercentage: new Big('42.40043067128546016291'),
|
||||
grossPerformancePercentage: new Big('42.41978276196153750666'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'41.6401219622042072686'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big(
|
||||
'26516.208701400000064086'
|
||||
),
|
||||
investment: new Big('320.43'),
|
||||
netPerformance: new Big('27172.74'),
|
||||
netPerformancePercentage: new Big('42.40043067128546016291'),
|
||||
investmentWithCurrencyEffect: new Big('318.542667299999967957'),
|
||||
marketPrice: 13657.2,
|
||||
marketPriceInBaseCurrency: 13298.425356,
|
||||
netPerformance: new Big('27172.74'),
|
||||
netPerformancePercentage: new Big('42.41978276196153750666'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'41.6401219622042072686'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big(
|
||||
'26516.208701400000064086'
|
||||
),
|
||||
quantity: new Big('1'),
|
||||
symbol: 'BTCUSD',
|
||||
tags: undefined,
|
||||
timeWeightedInvestment: new Big('640.56763686131386861314'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big(
|
||||
'636.79469348020066587024'
|
||||
),
|
||||
transactionCount: 2
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('320.43')
|
||||
totalInvestment: new Big('320.43'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('318.542667299999967957')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
|
@ -0,0 +1,144 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { ExchangeRateDataServiceMock } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service.mock';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
import { CurrentRateServiceMock } from './current-rate.service.mock';
|
||||
import { PortfolioCalculator } from './portfolio-calculator';
|
||||
|
||||
jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
return {
|
||||
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
CurrentRateService: jest.fn().mockImplementation(() => {
|
||||
return CurrentRateServiceMock;
|
||||
})
|
||||
};
|
||||
});
|
||||
|
||||
jest.mock(
|
||||
'@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service',
|
||||
() => {
|
||||
return {
|
||||
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
ExchangeRateDataService: jest.fn().mockImplementation(() => {
|
||||
return ExchangeRateDataServiceMock;
|
||||
})
|
||||
};
|
||||
}
|
||||
);
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with GOOGL buy', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
currency: 'USD',
|
||||
date: '2023-01-03',
|
||||
dataSource: 'YAHOO',
|
||||
fee: new Big(1),
|
||||
name: 'Alphabet Inc.',
|
||||
quantity: new Big(1),
|
||||
symbol: 'GOOGL',
|
||||
type: 'BUY',
|
||||
unitPrice: new Big(89.12)
|
||||
}
|
||||
]
|
||||
});
|
||||
|
||||
portfolioCalculator.computeTransactionPoints();
|
||||
|
||||
const spy = jest
|
||||
.spyOn(Date, 'now')
|
||||
.mockImplementation(() => parseDate('2023-07-10').getTime());
|
||||
|
||||
const currentPositions = await portfolioCalculator.getCurrentPositions(
|
||||
parseDate('2023-01-03')
|
||||
);
|
||||
|
||||
const investments = portfolioCalculator.getInvestments();
|
||||
|
||||
const investmentsByMonth =
|
||||
portfolioCalculator.getInvestmentsByGroup('month');
|
||||
|
||||
spy.mockRestore();
|
||||
|
||||
expect(currentPositions).toEqual({
|
||||
currentValue: new Big('103.10483'),
|
||||
errors: [],
|
||||
grossPerformance: new Big('27.33'),
|
||||
grossPerformancePercentage: new Big('0.3066651705565529623'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.25235044599563974109'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('20.775774'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('26.33'),
|
||||
netPerformancePercentage: new Big('0.29544434470377019749'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.24112962014285697628'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('19.851974'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('89.12'),
|
||||
currency: 'USD',
|
||||
dataSource: 'YAHOO',
|
||||
fee: new Big('1'),
|
||||
firstBuyDate: '2023-01-03',
|
||||
grossPerformance: new Big('27.33'),
|
||||
grossPerformancePercentage: new Big('0.3066651705565529623'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.25235044599563974109'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('20.775774'),
|
||||
investment: new Big('89.12'),
|
||||
investmentWithCurrencyEffect: new Big('82.329056'),
|
||||
netPerformance: new Big('26.33'),
|
||||
netPerformancePercentage: new Big('0.29544434470377019749'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.24112962014285697628'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('19.851974'),
|
||||
marketPrice: 116.45,
|
||||
marketPriceInBaseCurrency: 103.10483,
|
||||
quantity: new Big('1'),
|
||||
symbol: 'GOOGL',
|
||||
tags: undefined,
|
||||
timeWeightedInvestment: new Big('89.12'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big('82.329056'),
|
||||
transactionCount: 1
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('89.12'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('82.329056')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
{ date: '2023-01-03', investment: new Big('89.12') }
|
||||
]);
|
||||
|
||||
expect(investmentsByMonth).toEqual([
|
||||
{ date: '2023-01-01', investment: new Big('89.12') }
|
||||
]);
|
||||
});
|
||||
});
|
||||
});
|
@ -1,4 +1,5 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -16,15 +17,24 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it('with no orders', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: []
|
||||
});
|
||||
@ -50,9 +60,13 @@ describe('PortfolioCalculator', () => {
|
||||
currentValue: new Big(0),
|
||||
grossPerformance: new Big(0),
|
||||
grossPerformancePercentage: new Big(0),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(0),
|
||||
grossPerformanceWithCurrencyEffect: new Big(0),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big(0),
|
||||
netPerformancePercentage: new Big(0),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(0),
|
||||
netPerformanceWithCurrencyEffect: new Big(0),
|
||||
positions: [],
|
||||
totalInvestment: new Big(0)
|
||||
});
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -16,15 +17,24 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with NOVN.SW buy and sell partially', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
@ -73,10 +83,18 @@ describe('PortfolioCalculator', () => {
|
||||
currentValue: new Big('87.8'),
|
||||
errors: [],
|
||||
grossPerformance: new Big('21.93'),
|
||||
grossPerformancePercentage: new Big('0.14465699208443271768'),
|
||||
grossPerformancePercentage: new Big('0.15113417083448194384'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.15113417083448194384'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('21.93'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('17.68'),
|
||||
netPerformancePercentage: new Big('0.11662269129287598945'),
|
||||
netPerformancePercentage: new Big('0.12184460284330327256'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.12184460284330327256'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('17.68'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('75.80'),
|
||||
@ -85,17 +103,32 @@ describe('PortfolioCalculator', () => {
|
||||
fee: new Big('4.25'),
|
||||
firstBuyDate: '2022-03-07',
|
||||
grossPerformance: new Big('21.93'),
|
||||
grossPerformancePercentage: new Big('0.14465699208443271768'),
|
||||
grossPerformancePercentage: new Big('0.15113417083448194384'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.15113417083448194384'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('21.93'),
|
||||
investment: new Big('75.80'),
|
||||
investmentWithCurrencyEffect: new Big('75.80'),
|
||||
netPerformance: new Big('17.68'),
|
||||
netPerformancePercentage: new Big('0.11662269129287598945'),
|
||||
netPerformancePercentage: new Big('0.12184460284330327256'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.12184460284330327256'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('17.68'),
|
||||
marketPrice: 87.8,
|
||||
marketPriceInBaseCurrency: 87.8,
|
||||
quantity: new Big('1'),
|
||||
symbol: 'NOVN.SW',
|
||||
timeWeightedInvestment: new Big('145.10285714285714285714'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big(
|
||||
'145.10285714285714285714'
|
||||
),
|
||||
transactionCount: 2
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('75.80')
|
||||
totalInvestment: new Big('75.80'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('75.80')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import { parseDate } from '@ghostfolio/common/helper';
|
||||
import Big from 'big.js';
|
||||
|
||||
@ -16,15 +17,24 @@ jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('get current positions', () => {
|
||||
it.only('with NOVN.SW buy and sell', async () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'CHF',
|
||||
orders: [
|
||||
{
|
||||
@ -75,18 +85,26 @@ describe('PortfolioCalculator', () => {
|
||||
|
||||
expect(chartData[0]).toEqual({
|
||||
date: '2022-03-07',
|
||||
netPerformanceInPercentage: 0,
|
||||
netPerformance: 0,
|
||||
netPerformanceInPercentage: 0,
|
||||
netPerformanceInPercentageWithCurrencyEffect: 0,
|
||||
netPerformanceWithCurrencyEffect: 0,
|
||||
totalInvestment: 151.6,
|
||||
value: 151.6
|
||||
totalInvestmentValueWithCurrencyEffect: 151.6,
|
||||
value: 151.6,
|
||||
valueWithCurrencyEffect: 151.6
|
||||
});
|
||||
|
||||
expect(chartData[chartData.length - 1]).toEqual({
|
||||
date: '2022-04-11',
|
||||
netPerformanceInPercentage: 13.100263852242744,
|
||||
netPerformance: 19.86,
|
||||
netPerformanceInPercentage: 13.100263852242744,
|
||||
netPerformanceInPercentageWithCurrencyEffect: 13.100263852242744,
|
||||
netPerformanceWithCurrencyEffect: 19.86,
|
||||
totalInvestment: 0,
|
||||
value: 0
|
||||
totalInvestmentValueWithCurrencyEffect: 0,
|
||||
value: 0,
|
||||
valueWithCurrencyEffect: 0
|
||||
});
|
||||
|
||||
expect(currentPositions).toEqual({
|
||||
@ -94,9 +112,17 @@ describe('PortfolioCalculator', () => {
|
||||
errors: [],
|
||||
grossPerformance: new Big('19.86'),
|
||||
grossPerformancePercentage: new Big('0.13100263852242744063'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.13100263852242744063'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('19.86'),
|
||||
hasErrors: false,
|
||||
netPerformance: new Big('19.86'),
|
||||
netPerformancePercentage: new Big('0.13100263852242744063'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.13100263852242744063'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('19.86'),
|
||||
positions: [
|
||||
{
|
||||
averagePrice: new Big('0'),
|
||||
@ -106,16 +132,29 @@ describe('PortfolioCalculator', () => {
|
||||
firstBuyDate: '2022-03-07',
|
||||
grossPerformance: new Big('19.86'),
|
||||
grossPerformancePercentage: new Big('0.13100263852242744063'),
|
||||
grossPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.13100263852242744063'
|
||||
),
|
||||
grossPerformanceWithCurrencyEffect: new Big('19.86'),
|
||||
investment: new Big('0'),
|
||||
investmentWithCurrencyEffect: new Big('0'),
|
||||
netPerformance: new Big('19.86'),
|
||||
netPerformancePercentage: new Big('0.13100263852242744063'),
|
||||
netPerformancePercentageWithCurrencyEffect: new Big(
|
||||
'0.13100263852242744063'
|
||||
),
|
||||
netPerformanceWithCurrencyEffect: new Big('19.86'),
|
||||
marketPrice: 87.8,
|
||||
marketPriceInBaseCurrency: 87.8,
|
||||
quantity: new Big('0'),
|
||||
symbol: 'NOVN.SW',
|
||||
timeWeightedInvestment: new Big('151.6'),
|
||||
timeWeightedInvestmentWithCurrencyEffect: new Big('151.6'),
|
||||
transactionCount: 2
|
||||
}
|
||||
],
|
||||
totalInvestment: new Big('0')
|
||||
totalInvestment: new Big('0'),
|
||||
totalInvestmentWithCurrencyEffect: new Big('0')
|
||||
});
|
||||
|
||||
expect(investments).toEqual([
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
|
||||
import Big from 'big.js';
|
||||
|
||||
import { CurrentRateService } from './current-rate.service';
|
||||
@ -5,14 +6,23 @@ import { PortfolioCalculator } from './portfolio-calculator';
|
||||
|
||||
describe('PortfolioCalculator', () => {
|
||||
let currentRateService: CurrentRateService;
|
||||
let exchangeRateDataService: ExchangeRateDataService;
|
||||
|
||||
beforeEach(() => {
|
||||
currentRateService = new CurrentRateService(null, null, null);
|
||||
currentRateService = new CurrentRateService(null, null);
|
||||
|
||||
exchangeRateDataService = new ExchangeRateDataService(
|
||||
null,
|
||||
null,
|
||||
null,
|
||||
null
|
||||
);
|
||||
});
|
||||
|
||||
describe('annualized performance percentage', () => {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currentRateService,
|
||||
exchangeRateDataService,
|
||||
currency: 'USD',
|
||||
orders: []
|
||||
});
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -1,5 +1,6 @@
|
||||
import { AccessService } from '@ghostfolio/api/app/access/access.service';
|
||||
import { UserService } from '@ghostfolio/api/app/user/user.service';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import {
|
||||
hasNotDefinedValuesInObject,
|
||||
nullifyValuesInObject
|
||||
@ -61,7 +62,7 @@ export class PortfolioController {
|
||||
) {}
|
||||
|
||||
@Get('details')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async getDetails(
|
||||
@ -154,7 +155,9 @@ export class PortfolioController {
|
||||
'cash',
|
||||
'committedFunds',
|
||||
'currentGrossPerformance',
|
||||
'currentGrossPerformanceWithCurrencyEffect',
|
||||
'currentNetPerformance',
|
||||
'currentNetPerformanceWithCurrencyEffect',
|
||||
'currentValue',
|
||||
'dividend',
|
||||
'emergencyFund',
|
||||
@ -204,7 +207,7 @@ export class PortfolioController {
|
||||
}
|
||||
|
||||
@Get('dividends')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getDividends(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
|
||||
@Query('accounts') filterByAccounts?: string,
|
||||
@ -254,7 +257,7 @@ export class PortfolioController {
|
||||
}
|
||||
|
||||
@Get('investments')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getInvestments(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
|
||||
@Query('accounts') filterByAccounts?: string,
|
||||
@ -315,7 +318,7 @@ export class PortfolioController {
|
||||
}
|
||||
|
||||
@Get('performance')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
@Version('2')
|
||||
public async getPerformanceV2(
|
||||
@ -346,16 +349,34 @@ 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()
|
||||
};
|
||||
}
|
||||
);
|
||||
@ -364,7 +385,10 @@ export class PortfolioController {
|
||||
performanceInformation.performance,
|
||||
[
|
||||
'currentGrossPerformance',
|
||||
'currentGrossPerformanceWithCurrencyEffect',
|
||||
'currentNetPerformance',
|
||||
'currentNetPerformanceWithCurrencyEffect',
|
||||
'currentNetWorth',
|
||||
'currentValue',
|
||||
'totalInvestment'
|
||||
]
|
||||
@ -386,7 +410,7 @@ export class PortfolioController {
|
||||
}
|
||||
|
||||
@Get('positions')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async getPositions(
|
||||
@ -481,7 +505,7 @@ export class PortfolioController {
|
||||
@UseInterceptors(RedactValuesInResponseInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInRequestInterceptor)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getPosition(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
|
||||
@Param('dataSource') dataSource,
|
||||
@ -504,7 +528,7 @@ export class PortfolioController {
|
||||
}
|
||||
|
||||
@Get('report')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getReport(
|
||||
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string
|
||||
): Promise<PortfolioReport> {
|
||||
|
@ -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';
|
||||
|
@ -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'],
|
||||
@ -267,13 +275,6 @@ export class PortfolioService {
|
||||
includeDrafts: true
|
||||
});
|
||||
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: this.request.user.Settings.settings.baseCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
portfolioCalculator.setTransactionPoints(transactionPoints);
|
||||
if (transactionPoints.length === 0) {
|
||||
return {
|
||||
investments: [],
|
||||
@ -281,6 +282,15 @@ export class PortfolioService {
|
||||
};
|
||||
}
|
||||
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: this.request.user.Settings.settings.baseCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
portfolioCalculator.setTransactionPoints(transactionPoints);
|
||||
|
||||
let investments: InvestmentItem[];
|
||||
|
||||
if (groupBy) {
|
||||
@ -367,67 +377,6 @@ 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,
|
||||
@ -459,6 +408,7 @@ export class PortfolioService {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
@ -532,7 +482,7 @@ export class PortfolioService {
|
||||
continue;
|
||||
}
|
||||
|
||||
const value = item.quantity.mul(item.marketPrice ?? 0);
|
||||
const value = item.quantity.mul(item.marketPriceInBaseCurrency ?? 0);
|
||||
const symbolProfile = symbolProfileMap[item.symbol];
|
||||
const dataProviderResponse = dataProviderResponses[item.symbol];
|
||||
|
||||
@ -731,13 +681,13 @@ 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
|
||||
@ -756,6 +706,8 @@ export class PortfolioService {
|
||||
firstBuyDate: undefined,
|
||||
grossPerformance: undefined,
|
||||
grossPerformancePercent: undefined,
|
||||
grossPerformancePercentWithCurrencyEffect: undefined,
|
||||
grossPerformanceWithCurrencyEffect: undefined,
|
||||
historicalData: [],
|
||||
investment: undefined,
|
||||
marketPrice: undefined,
|
||||
@ -763,6 +715,8 @@ export class PortfolioService {
|
||||
minPrice: undefined,
|
||||
netPerformance: undefined,
|
||||
netPerformancePercent: undefined,
|
||||
netPerformancePercentWithCurrencyEffect: undefined,
|
||||
netPerformanceWithCurrencyEffect: undefined,
|
||||
orders: [],
|
||||
quantity: undefined,
|
||||
SymbolProfile: undefined,
|
||||
@ -771,7 +725,6 @@ export class PortfolioService {
|
||||
};
|
||||
}
|
||||
|
||||
const positionCurrency = orders[0].SymbolProfile.currency;
|
||||
const [SymbolProfile] = await this.symbolProfileService.getSymbolProfiles([
|
||||
{ dataSource: aDataSource, symbol: aSymbol }
|
||||
]);
|
||||
@ -798,8 +751,9 @@ export class PortfolioService {
|
||||
tags = uniqBy(tags, 'id');
|
||||
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: positionCurrency,
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
@ -807,6 +761,7 @@ export class PortfolioService {
|
||||
const transactionPoints = portfolioCalculator.getTransactionPoints();
|
||||
|
||||
const portfolioStart = parseDate(transactionPoints[0].date);
|
||||
|
||||
const currentPositions =
|
||||
await portfolioCalculator.getCurrentPositions(portfolioStart);
|
||||
|
||||
@ -836,23 +791,6 @@ export class PortfolioService {
|
||||
})
|
||||
);
|
||||
|
||||
// Convert investment, gross and net performance to currency of user
|
||||
const investment = this.exchangeRateDataService.toCurrency(
|
||||
position.investment?.toNumber(),
|
||||
currency,
|
||||
userCurrency
|
||||
);
|
||||
const grossPerformance = this.exchangeRateDataService.toCurrency(
|
||||
position.grossPerformance?.toNumber(),
|
||||
currency,
|
||||
userCurrency
|
||||
);
|
||||
const netPerformance = this.exchangeRateDataService.toCurrency(
|
||||
position.netPerformance?.toNumber(),
|
||||
currency,
|
||||
userCurrency
|
||||
);
|
||||
|
||||
const historicalData = await this.dataProviderService.getHistorical(
|
||||
[{ dataSource, symbol: aSymbol }],
|
||||
'day',
|
||||
@ -879,7 +817,7 @@ 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;
|
||||
}
|
||||
@ -917,12 +855,9 @@ export class PortfolioService {
|
||||
|
||||
return {
|
||||
firstBuyDate,
|
||||
grossPerformance,
|
||||
investment,
|
||||
marketPrice,
|
||||
maxPrice,
|
||||
minPrice,
|
||||
netPerformance,
|
||||
orders,
|
||||
SymbolProfile,
|
||||
tags,
|
||||
@ -935,10 +870,21 @@ export class PortfolioService {
|
||||
SymbolProfile.currency,
|
||||
userCurrency
|
||||
),
|
||||
grossPerformance: position.grossPerformance?.toNumber(),
|
||||
grossPerformancePercent:
|
||||
position.grossPerformancePercentage?.toNumber(),
|
||||
grossPerformancePercentWithCurrencyEffect:
|
||||
position.grossPerformancePercentageWithCurrencyEffect?.toNumber(),
|
||||
grossPerformanceWithCurrencyEffect:
|
||||
position.grossPerformanceWithCurrencyEffect?.toNumber(),
|
||||
historicalData: historicalDataArray,
|
||||
investment: position.investment?.toNumber(),
|
||||
netPerformance: position.netPerformance?.toNumber(),
|
||||
netPerformancePercent: position.netPerformancePercentage?.toNumber(),
|
||||
netPerformancePercentWithCurrencyEffect:
|
||||
position.netPerformancePercentageWithCurrencyEffect?.toNumber(),
|
||||
netPerformanceWithCurrencyEffect:
|
||||
position.netPerformanceWithCurrencyEffect?.toNumber(),
|
||||
quantity: quantity.toNumber(),
|
||||
value: this.exchangeRateDataService.toCurrency(
|
||||
quantity.mul(marketPrice ?? 0).toNumber(),
|
||||
@ -997,10 +943,14 @@ export class PortfolioService {
|
||||
firstBuyDate: undefined,
|
||||
grossPerformance: undefined,
|
||||
grossPerformancePercent: undefined,
|
||||
grossPerformancePercentWithCurrencyEffect: undefined,
|
||||
grossPerformanceWithCurrencyEffect: undefined,
|
||||
historicalData: historicalDataArray,
|
||||
investment: 0,
|
||||
netPerformance: undefined,
|
||||
netPerformancePercent: undefined,
|
||||
netPerformancePercentWithCurrencyEffect: undefined,
|
||||
netPerformanceWithCurrencyEffect: undefined,
|
||||
quantity: 0,
|
||||
transactionCount: undefined,
|
||||
value: 0
|
||||
@ -1028,12 +978,6 @@ 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 +985,13 @@ export class PortfolioService {
|
||||
};
|
||||
}
|
||||
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: this.request.user.Settings.settings.baseCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
portfolioCalculator.setTransactionPoints(transactionPoints);
|
||||
|
||||
const portfolioStart = parseDate(transactionPoints[0].date);
|
||||
@ -1069,6 +1020,7 @@ export class PortfolioService {
|
||||
]);
|
||||
|
||||
const symbolProfileMap: { [symbol: string]: EnhancedSymbolProfile } = {};
|
||||
|
||||
for (const symbolProfile of symbolProfiles) {
|
||||
symbolProfileMap[symbolProfile.symbol] = symbolProfile;
|
||||
}
|
||||
@ -1087,25 +1039,64 @@ export class PortfolioService {
|
||||
|
||||
return {
|
||||
hasErrors: currentPositions.hasErrors,
|
||||
positions: positions.map((position) => {
|
||||
return {
|
||||
...position,
|
||||
assetClass: symbolProfileMap[position.symbol].assetClass,
|
||||
assetSubClass: symbolProfileMap[position.symbol].assetSubClass,
|
||||
averagePrice: new Big(position.averagePrice).toNumber(),
|
||||
grossPerformance: position.grossPerformance?.toNumber() ?? null,
|
||||
grossPerformancePercentage:
|
||||
position.grossPerformancePercentage?.toNumber() ?? null,
|
||||
investment: new Big(position.investment).toNumber(),
|
||||
marketState:
|
||||
dataProviderResponses[position.symbol]?.marketState ?? 'delayed',
|
||||
name: symbolProfileMap[position.symbol].name,
|
||||
netPerformance: position.netPerformance?.toNumber() ?? null,
|
||||
netPerformancePercentage:
|
||||
position.netPerformancePercentage?.toNumber() ?? null,
|
||||
quantity: new Big(position.quantity).toNumber()
|
||||
};
|
||||
})
|
||||
positions: positions.map(
|
||||
({
|
||||
averagePrice,
|
||||
currency,
|
||||
dataSource,
|
||||
firstBuyDate,
|
||||
grossPerformance,
|
||||
grossPerformancePercentage,
|
||||
grossPerformancePercentageWithCurrencyEffect,
|
||||
grossPerformanceWithCurrencyEffect,
|
||||
investment,
|
||||
investmentWithCurrencyEffect,
|
||||
netPerformance,
|
||||
netPerformancePercentage,
|
||||
netPerformancePercentageWithCurrencyEffect,
|
||||
netPerformanceWithCurrencyEffect,
|
||||
quantity,
|
||||
symbol,
|
||||
timeWeightedInvestment,
|
||||
timeWeightedInvestmentWithCurrencyEffect,
|
||||
transactionCount
|
||||
}) => {
|
||||
return {
|
||||
currency,
|
||||
dataSource,
|
||||
firstBuyDate,
|
||||
symbol,
|
||||
transactionCount,
|
||||
assetClass: symbolProfileMap[symbol].assetClass,
|
||||
assetSubClass: symbolProfileMap[symbol].assetSubClass,
|
||||
averagePrice: averagePrice.toNumber(),
|
||||
grossPerformance: grossPerformance?.toNumber() ?? null,
|
||||
grossPerformancePercentage:
|
||||
grossPerformancePercentage?.toNumber() ?? null,
|
||||
grossPerformancePercentageWithCurrencyEffect:
|
||||
grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? null,
|
||||
grossPerformanceWithCurrencyEffect:
|
||||
grossPerformanceWithCurrencyEffect?.toNumber() ?? null,
|
||||
investment: investment.toNumber(),
|
||||
investmentWithCurrencyEffect:
|
||||
investmentWithCurrencyEffect?.toNumber(),
|
||||
marketState:
|
||||
dataProviderResponses[symbol]?.marketState ?? 'delayed',
|
||||
name: symbolProfileMap[symbol].name,
|
||||
netPerformance: netPerformance?.toNumber() ?? null,
|
||||
netPerformancePercentage:
|
||||
netPerformancePercentage?.toNumber() ?? null,
|
||||
netPerformancePercentageWithCurrencyEffect:
|
||||
netPerformancePercentageWithCurrencyEffect?.toNumber() ?? null,
|
||||
netPerformanceWithCurrencyEffect:
|
||||
netPerformanceWithCurrencyEffect?.toNumber() ?? null,
|
||||
quantity: quantity.toNumber(),
|
||||
timeWeightedInvestment: timeWeightedInvestment?.toNumber(),
|
||||
timeWeightedInvestmentWithCurrencyEffect:
|
||||
timeWeightedInvestmentWithCurrencyEffect?.toNumber()
|
||||
};
|
||||
}
|
||||
)
|
||||
};
|
||||
}
|
||||
|
||||
@ -1126,6 +1117,31 @@ 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,
|
||||
@ -1136,10 +1152,11 @@ export class PortfolioService {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
if (transactionPoints?.length <= 0) {
|
||||
if (accountBalanceItems?.length <= 0 && transactionPoints?.length <= 0) {
|
||||
return {
|
||||
chart: [],
|
||||
firstOrderDate: undefined,
|
||||
@ -1147,8 +1164,13 @@ export class PortfolioService {
|
||||
performance: {
|
||||
currentGrossPerformance: 0,
|
||||
currentGrossPerformancePercent: 0,
|
||||
currentGrossPerformancePercentWithCurrencyEffect: 0,
|
||||
currentGrossPerformanceWithCurrencyEffect: 0,
|
||||
currentNetPerformance: 0,
|
||||
currentNetPerformancePercent: 0,
|
||||
currentNetPerformancePercentWithCurrencyEffect: 0,
|
||||
currentNetPerformanceWithCurrencyEffect: 0,
|
||||
currentNetWorth: 0,
|
||||
currentValue: 0,
|
||||
totalInvestment: 0
|
||||
}
|
||||
@ -1157,72 +1179,113 @@ 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,
|
||||
errors,
|
||||
grossPerformance,
|
||||
grossPerformancePercentage,
|
||||
grossPerformancePercentageWithCurrencyEffect,
|
||||
grossPerformanceWithCurrencyEffect,
|
||||
hasErrors,
|
||||
netPerformance,
|
||||
netPerformancePercentage,
|
||||
netPerformancePercentageWithCurrencyEffect,
|
||||
netPerformanceWithCurrencyEffect,
|
||||
totalInvestment
|
||||
} = await portfolioCalculator.getCurrentPositions(startDate);
|
||||
|
||||
const currentGrossPerformance = grossPerformance;
|
||||
const currentGrossPerformancePercent = grossPerformancePercentage;
|
||||
let currentNetPerformance = netPerformance;
|
||||
|
||||
let currentNetPerformancePercent = netPerformancePercentage;
|
||||
|
||||
const historicalDataContainer = await this.getChart({
|
||||
let currentNetPerformancePercentWithCurrencyEffect =
|
||||
netPerformancePercentageWithCurrencyEffect;
|
||||
|
||||
let currentNetPerformanceWithCurrencyEffect =
|
||||
netPerformanceWithCurrencyEffect;
|
||||
|
||||
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) {
|
||||
currentNetPerformance = new Big(itemOfToday.netPerformance);
|
||||
|
||||
currentNetPerformancePercent = new Big(
|
||||
itemOfToday.netPerformanceInPercentage
|
||||
).div(100);
|
||||
|
||||
currentNetPerformancePercentWithCurrencyEffect = new Big(
|
||||
itemOfToday.netPerformanceInPercentageWithCurrencyEffect
|
||||
).div(100);
|
||||
|
||||
currentNetPerformanceWithCurrencyEffect = new Big(
|
||||
itemOfToday.netPerformanceWithCurrencyEffect
|
||||
);
|
||||
}
|
||||
|
||||
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(),
|
||||
currentGrossPerformance: currentGrossPerformance.toNumber(),
|
||||
currentGrossPerformancePercent:
|
||||
currentGrossPerformancePercent.toNumber(),
|
||||
currentNetWorth,
|
||||
currentGrossPerformance: grossPerformance.toNumber(),
|
||||
currentGrossPerformancePercent: grossPerformancePercentage.toNumber(),
|
||||
currentGrossPerformancePercentWithCurrencyEffect:
|
||||
grossPerformancePercentageWithCurrencyEffect.toNumber(),
|
||||
currentGrossPerformanceWithCurrencyEffect:
|
||||
grossPerformanceWithCurrencyEffect.toNumber(),
|
||||
currentNetPerformance: currentNetPerformance.toNumber(),
|
||||
currentNetPerformancePercent: currentNetPerformancePercent.toNumber(),
|
||||
currentNetPerformancePercentWithCurrencyEffect:
|
||||
currentNetPerformancePercentWithCurrencyEffect.toNumber(),
|
||||
currentNetPerformanceWithCurrencyEffect:
|
||||
currentNetPerformanceWithCurrencyEffect.toNumber(),
|
||||
currentValue: currentValue.toNumber(),
|
||||
totalInvestment: totalInvestment.toNumber()
|
||||
}
|
||||
};
|
||||
@ -1241,6 +1304,7 @@ export class PortfolioService {
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
@ -1376,6 +1440,63 @@ 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,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
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 +1714,18 @@ 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;
|
||||
});
|
||||
|
||||
@ -1692,6 +1813,7 @@ export class PortfolioService {
|
||||
const annualizedPerformancePercent = new PortfolioCalculator({
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: []
|
||||
})
|
||||
.getAnnualizedPerformancePercent({
|
||||
@ -1784,7 +1906,7 @@ 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,
|
||||
@ -1793,46 +1915,35 @@ 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),
|
||||
fee: new Big(
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.fee,
|
||||
order.SymbolProfile.currency,
|
||||
userCurrency
|
||||
)
|
||||
),
|
||||
fee: new Big(order.fee),
|
||||
name: order.SymbolProfile?.name,
|
||||
quantity: new Big(order.quantity),
|
||||
symbol: order.SymbolProfile.symbol,
|
||||
tags: order.tags,
|
||||
type: order.type,
|
||||
unitPrice: new Big(
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.unitPrice,
|
||||
order.SymbolProfile.currency,
|
||||
userCurrency
|
||||
)
|
||||
)
|
||||
unitPrice: new Big(order.unitPrice)
|
||||
}));
|
||||
|
||||
const portfolioCalculator = new PortfolioCalculator({
|
||||
currency: userCurrency,
|
||||
currentRateService: this.currentRateService,
|
||||
exchangeRateDataService: this.exchangeRateDataService,
|
||||
orders: portfolioOrders
|
||||
});
|
||||
|
||||
portfolioCalculator.computeTransactionPoints();
|
||||
|
||||
return {
|
||||
orders,
|
||||
portfolioOrders,
|
||||
orders: activities,
|
||||
transactionPoints: portfolioCalculator.getTransactionPoints()
|
||||
};
|
||||
}
|
||||
@ -1867,13 +1978,14 @@ 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'] = {};
|
||||
@ -1959,7 +2071,8 @@ export class PortfolioService {
|
||||
for (const order of ordersByAccount) {
|
||||
let currentValueOfSymbolInBaseCurrency =
|
||||
order.quantity *
|
||||
(portfolioItemsNow[order.SymbolProfile.symbol]?.marketPrice ??
|
||||
(portfolioItemsNow[order.SymbolProfile.symbol]
|
||||
?.marketPriceInBaseCurrency ??
|
||||
order.unitPrice ??
|
||||
0);
|
||||
|
||||
@ -1999,4 +2112,44 @@ 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;
|
||||
}
|
||||
}
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
|
||||
import {
|
||||
@ -37,7 +38,7 @@ export class SubscriptionController {
|
||||
|
||||
@Post('redeem-coupon')
|
||||
@HttpCode(StatusCodes.OK)
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async redeemCoupon(@Body() { couponCode }: { couponCode: string }) {
|
||||
if (!this.request.user) {
|
||||
throw new HttpException(
|
||||
@ -109,7 +110,7 @@ export class SubscriptionController {
|
||||
}
|
||||
|
||||
@Post('stripe/checkout-session')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async createCheckoutSession(
|
||||
@Body() { couponId, priceId }: { couponId: string; priceId: string }
|
||||
) {
|
||||
|
@ -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
|
||||
};
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
|
||||
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
|
||||
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
@ -34,7 +35,7 @@ export class SymbolController {
|
||||
* Must be before /:symbol
|
||||
*/
|
||||
@Get('lookup')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
@UseInterceptors(TransformDataSourceInResponseInterceptor)
|
||||
public async lookupSymbol(
|
||||
@Query('includeIndices') includeIndices: boolean = false,
|
||||
@ -88,7 +89,7 @@ export class SymbolController {
|
||||
}
|
||||
|
||||
@Get(':dataSource/:symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async gatherSymbolForDate(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('dateString') dateString: string,
|
||||
|
@ -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 }) => {
|
||||
|
@ -1,18 +1,17 @@
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import {
|
||||
Body,
|
||||
Controller,
|
||||
Delete,
|
||||
Get,
|
||||
HttpException,
|
||||
Inject,
|
||||
Param,
|
||||
Post,
|
||||
Put,
|
||||
UseGuards
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { Tag } from '@prisma/client';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
@ -23,40 +22,25 @@ import { UpdateTagDto } from './update-tag.dto';
|
||||
|
||||
@Controller('tag')
|
||||
export class TagController {
|
||||
public constructor(
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser,
|
||||
private readonly tagService: TagService
|
||||
) {}
|
||||
public constructor(private readonly tagService: TagService) {}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getTags() {
|
||||
return this.tagService.getTagsWithActivityCount();
|
||||
}
|
||||
|
||||
@Post()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.createTag)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async createTag(@Body() data: CreateTagDto): Promise<Tag> {
|
||||
if (!hasPermission(this.request.user.permissions, permissions.createTag)) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return this.tagService.createTag(data);
|
||||
}
|
||||
|
||||
@HasPermission(permissions.updateTag)
|
||||
@Put(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async updateTag(@Param('id') id: string, @Body() data: UpdateTagDto) {
|
||||
if (!hasPermission(this.request.user.permissions, permissions.updateTag)) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const originalTag = await this.tagService.getTag({
|
||||
id
|
||||
});
|
||||
@ -79,15 +63,9 @@ export class TagController {
|
||||
}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deleteTag)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteTag(@Param('id') id: string) {
|
||||
if (!hasPermission(this.request.user.permissions, permissions.deleteTag)) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const originalTag = await this.tagService.getTag({
|
||||
id
|
||||
});
|
||||
|
@ -4,6 +4,7 @@ import type {
|
||||
ViewMode
|
||||
} from '@ghostfolio/common/types';
|
||||
import {
|
||||
IsArray,
|
||||
IsBoolean,
|
||||
IsISO8601,
|
||||
IsIn,
|
||||
@ -37,6 +38,10 @@ export class UpdateUserSettingDto {
|
||||
@IsOptional()
|
||||
emergencyFund?: number;
|
||||
|
||||
@IsArray()
|
||||
@IsOptional()
|
||||
'filters.tags'?: string[];
|
||||
|
||||
@IsBoolean()
|
||||
@IsOptional()
|
||||
isExperimentalFeatures?: boolean;
|
||||
|
@ -1,3 +1,5 @@
|
||||
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
|
||||
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
|
||||
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
|
||||
import { User, UserSettings } from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
@ -36,12 +38,10 @@ export class UserController {
|
||||
) {}
|
||||
|
||||
@Delete(':id')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@HasPermission(permissions.deleteUser)
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async deleteUser(@Param('id') id: string): Promise<UserModel> {
|
||||
if (
|
||||
!hasPermission(this.request.user.permissions, permissions.deleteUser) ||
|
||||
id === this.request.user.id
|
||||
) {
|
||||
if (id === this.request.user.id) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
@ -54,7 +54,7 @@ export class UserController {
|
||||
}
|
||||
|
||||
@Get()
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async getUser(
|
||||
@Headers('accept-language') acceptLanguage: string
|
||||
): Promise<User> {
|
||||
@ -92,7 +92,7 @@ export class UserController {
|
||||
}
|
||||
|
||||
@Put('setting')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
|
||||
public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
|
||||
if (
|
||||
size(data) === 1 &&
|
||||
|
@ -60,7 +60,7 @@ export class UserService {
|
||||
PROPERTY_SYSTEM_MESSAGE
|
||||
)) as SystemMessage;
|
||||
|
||||
if (systemMessageProperty?.targetGroups?.includes(subscription.type)) {
|
||||
if (systemMessageProperty?.targetGroups?.includes(subscription?.type)) {
|
||||
systemMessage = systemMessageProperty;
|
||||
}
|
||||
|
||||
@ -127,7 +127,9 @@ export class UserService {
|
||||
updatedAt
|
||||
} = await this.prismaService.user.findUnique({
|
||||
include: {
|
||||
Account: true,
|
||||
Account: {
|
||||
include: { Platform: true }
|
||||
},
|
||||
Analytics: true,
|
||||
Settings: true,
|
||||
Subscription: true
|
||||
@ -196,16 +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) {
|
||||
@ -250,8 +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();
|
||||
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -58,6 +58,10 @@
|
||||
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
|
||||
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allinvestview</loc>
|
||||
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -66,6 +70,10 @@
|
||||
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
|
||||
<lastmod>${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>
|
||||
@ -78,10 +86,18 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -90,6 +106,10 @@
|
||||
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
|
||||
<lastmod>${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>
|
||||
@ -126,6 +146,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -194,6 +218,10 @@
|
||||
<loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
|
||||
<lastmod>${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>
|
||||
@ -206,6 +234,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -318,6 +350,10 @@
|
||||
<loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
|
||||
<lastmod>${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>
|
||||
@ -360,6 +396,10 @@
|
||||
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
|
||||
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allinvestview</loc>
|
||||
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -368,6 +408,10 @@
|
||||
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
|
||||
<lastmod>${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>
|
||||
@ -380,10 +424,18 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -392,6 +444,10 @@
|
||||
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
|
||||
<lastmod>${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>
|
||||
@ -428,6 +484,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -496,6 +556,10 @@
|
||||
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
|
||||
<lastmod>${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>
|
||||
@ -508,6 +572,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -686,6 +754,10 @@
|
||||
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
|
||||
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allinvestview</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>
|
||||
@ -694,6 +766,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -706,10 +782,18 @@
|
||||
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
|
||||
<lastmod>${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>
|
||||
@ -718,6 +802,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -754,6 +842,10 @@
|
||||
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
|
||||
<lastmod>${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>
|
||||
@ -822,6 +914,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -834,6 +930,10 @@
|
||||
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
|
||||
<lastmod>${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>
|
||||
@ -858,6 +958,10 @@
|
||||
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-8figures</loc>
|
||||
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-allinvestview</loc>
|
||||
<lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -866,6 +970,10 @@
|
||||
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
|
||||
<lastmod>${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>
|
||||
@ -878,10 +986,18 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -890,6 +1006,10 @@
|
||||
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
|
||||
<lastmod>${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>
|
||||
@ -926,6 +1046,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -994,6 +1118,10 @@
|
||||
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
|
||||
<lastmod>${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>
|
||||
@ -1006,6 +1134,10 @@
|
||||
<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>${currentDate}T00:00:00+00:00</lastmod>
|
||||
@ -1060,6 +1192,10 @@
|
||||
<loc>https://ghostfol.io/nl/veelgestelde-vragen</loc>
|
||||
<lastmod>${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>
|
||||
|
6
apps/api/src/decorators/has-permission.decorator.ts
Normal file
6
apps/api/src/decorators/has-permission.decorator.ts
Normal 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);
|
||||
}
|
50
apps/api/src/guards/has-permission.guard.spec.ts
Normal file
50
apps/api/src/guards/has-permission.guard.spec.ts
Normal file
@ -0,0 +1,50 @@
|
||||
import { HttpException } from '@nestjs/common';
|
||||
import { Reflector } from '@nestjs/core';
|
||||
import { ExecutionContextHost } from '@nestjs/core/helpers/execution-context-host';
|
||||
|
||||
import { HasPermissionGuard } from './has-permission.guard';
|
||||
|
||||
describe('HasPermissionGuard', () => {
|
||||
let guard: HasPermissionGuard;
|
||||
let reflector: Reflector;
|
||||
|
||||
beforeEach(async () => {
|
||||
reflector = new Reflector();
|
||||
guard = new HasPermissionGuard(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);
|
||||
});
|
||||
});
|
37
apps/api/src/guards/has-permission.guard.ts
Normal file
37
apps/api/src/guards/has-permission.guard.ts
Normal 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 { user } = context.switchToHttp().getRequest();
|
||||
const requiredPermission = this.reflector.get<string>(
|
||||
HAS_PERMISSION_KEY,
|
||||
context.getHandler()
|
||||
);
|
||||
|
||||
if (!requiredPermission) {
|
||||
// No specific permissions required
|
||||
return true;
|
||||
}
|
||||
|
||||
if (!user || !hasPermission(user.permissions, requiredPermission)) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
return true;
|
||||
}
|
||||
}
|
@ -32,9 +32,11 @@ export function nullifyValuesInObjects<T>(aObjects: T[], keys: string[]): T[] {
|
||||
}
|
||||
|
||||
export function redactAttributes({
|
||||
isFirstRun = true,
|
||||
object,
|
||||
options
|
||||
}: {
|
||||
isFirstRun?: boolean;
|
||||
object: any;
|
||||
options: { attribute: string; valueMap: { [key: string]: any } }[];
|
||||
}): any {
|
||||
@ -42,7 +44,10 @@ export function redactAttributes({
|
||||
return object;
|
||||
}
|
||||
|
||||
const redactedObject = cloneDeep(object);
|
||||
// Create deep clone
|
||||
const redactedObject = isFirstRun
|
||||
? JSON.parse(JSON.stringify(object))
|
||||
: object;
|
||||
|
||||
for (const option of options) {
|
||||
if (redactedObject.hasOwnProperty(option.attribute)) {
|
||||
@ -59,7 +64,11 @@ export function redactAttributes({
|
||||
if (isArray(redactedObject[property])) {
|
||||
redactedObject[property] = redactedObject[property].map(
|
||||
(currentObject) => {
|
||||
return redactAttributes({ options, object: currentObject });
|
||||
return redactAttributes({
|
||||
options,
|
||||
isFirstRun: false,
|
||||
object: currentObject
|
||||
});
|
||||
}
|
||||
);
|
||||
} else if (
|
||||
@ -69,6 +78,7 @@ export function redactAttributes({
|
||||
// Recursively call the function on the nested object
|
||||
redactedObject[property] = redactAttributes({
|
||||
options,
|
||||
isFirstRun: false,
|
||||
object: redactedObject[property]
|
||||
});
|
||||
}
|
||||
|
@ -76,6 +76,10 @@ const locales = {
|
||||
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}`
|
||||
@ -87,6 +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'
|
||||
)
|
||||
|
@ -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 {}
|
@ -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 };
|
||||
}
|
||||
}
|
@ -12,6 +12,8 @@ export class ConfigurationService {
|
||||
this.environmentConfiguration = cleanEnv(process.env, {
|
||||
ACCESS_TOKEN_SALT: str(),
|
||||
ALPHA_VANTAGE_API_KEY: str({ default: '' }),
|
||||
API_KEY_COINGECKO_DEMO: str({ default: '' }),
|
||||
API_KEY_COINGECKO_PRO: str({ default: '' }),
|
||||
BETTER_UPTIME_API_KEY: str({ default: '' }),
|
||||
CACHE_QUOTES_TTL: num({ default: 1 }),
|
||||
CACHE_TTL: num({ default: 1 }),
|
||||
@ -44,6 +46,7 @@ export class ConfigurationService {
|
||||
REDIS_HOST: str({ default: 'localhost' }),
|
||||
REDIS_PASSWORD: str({ default: '' }),
|
||||
REDIS_PORT: port({ default: 6379 }),
|
||||
REQUEST_TIMEOUT: num({ default: 2000 }),
|
||||
ROOT_URL: str({ default: DEFAULT_ROOT_URL }),
|
||||
STRIPE_PUBLIC_KEY: str({ default: '' }),
|
||||
STRIPE_SECRET_KEY: str({ default: '' }),
|
||||
|
@ -5,7 +5,6 @@ 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';
|
||||
@ -107,7 +106,7 @@ export class AlphaVantageService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
|
@ -1,13 +1,11 @@
|
||||
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
|
||||
import {
|
||||
IDataProviderHistoricalResponse,
|
||||
IDataProviderResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
@ -19,13 +17,30 @@ import {
|
||||
SymbolProfile
|
||||
} from '@prisma/client';
|
||||
import { format, fromUnixTime, getUnixTime } from 'date-fns';
|
||||
import got from 'got';
|
||||
import got, { Headers } from 'got';
|
||||
|
||||
@Injectable()
|
||||
export class CoinGeckoService implements DataProviderInterface {
|
||||
private readonly URL = 'https://api.coingecko.com/api/v3';
|
||||
private readonly apiUrl: string;
|
||||
private readonly headers: Headers = {};
|
||||
|
||||
public constructor() {}
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService
|
||||
) {
|
||||
const apiKeyDemo = this.configurationService.get('API_KEY_COINGECKO_DEMO');
|
||||
const apiKeyPro = this.configurationService.get('API_KEY_COINGECKO_PRO');
|
||||
|
||||
this.apiUrl = 'https://api.coingecko.com/api/v3';
|
||||
|
||||
if (apiKeyDemo) {
|
||||
this.headers['x-cg-demo-api-key'] = apiKeyDemo;
|
||||
}
|
||||
|
||||
if (apiKeyPro) {
|
||||
this.apiUrl = 'https://pro-api.coingecko.com/api/v3';
|
||||
this.headers['x-cg-pro-api-key'] = apiKeyPro;
|
||||
}
|
||||
}
|
||||
|
||||
public canHandle(symbol: string) {
|
||||
return true;
|
||||
@ -47,16 +62,25 @@ export class CoinGeckoService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { name } = await got(`${this.URL}/coins/${aSymbol}`, {
|
||||
const { name } = await got(`${this.apiUrl}/coins/${aSymbol}`, {
|
||||
headers: this.headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
}).json<any>();
|
||||
|
||||
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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'CoinGeckoService');
|
||||
}
|
||||
|
||||
return response;
|
||||
@ -89,15 +113,16 @@ export class CoinGeckoService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { prices } = await got(
|
||||
`${
|
||||
this.URL
|
||||
this.apiUrl
|
||||
}/coins/${aSymbol}/market_chart/range?vs_currency=${DEFAULT_CURRENCY.toLowerCase()}&from=${getUnixTime(
|
||||
from
|
||||
)}&to=${getUnixTime(to)}`,
|
||||
{
|
||||
headers: this.headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
}
|
||||
@ -135,7 +160,7 @@ export class CoinGeckoService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
@ -155,10 +180,11 @@ export class CoinGeckoService implements DataProviderInterface {
|
||||
}, requestTimeout);
|
||||
|
||||
const quotes = await got(
|
||||
`${this.URL}/simple/price?ids=${symbols.join(
|
||||
`${this.apiUrl}/simple/price?ids=${symbols.join(
|
||||
','
|
||||
)}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
|
||||
{
|
||||
headers: this.headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
}
|
||||
@ -174,7 +200,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'CoinGeckoService');
|
||||
}
|
||||
|
||||
return response;
|
||||
@ -198,9 +232,10 @@ export class CoinGeckoService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { coins } = await got(`${this.URL}/search?query=${query}`, {
|
||||
const { coins } = await got(`${this.apiUrl}/search?query=${query}`, {
|
||||
headers: this.headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
}).json<any>();
|
||||
@ -216,7 +251,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'CoinGeckoService');
|
||||
}
|
||||
|
||||
return { items };
|
||||
|
@ -1,6 +1,5 @@
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
|
||||
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
|
||||
import { parseSymbol } from '@ghostfolio/common/helper';
|
||||
import { Injectable } from '@nestjs/common';
|
||||
import { SymbolProfile } from '@prisma/client';
|
||||
@ -15,7 +14,7 @@ export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
|
||||
) {}
|
||||
|
||||
public async enhance({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
response,
|
||||
symbol
|
||||
}: {
|
||||
|
@ -1,5 +1,5 @@
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
|
||||
import { DEFAULT_REQUEST_TIMEOUT } from '@ghostfolio/common/config';
|
||||
import { Country } from '@ghostfolio/common/interfaces/country.interface';
|
||||
import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
|
||||
import { Injectable } from '@nestjs/common';
|
||||
@ -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',
|
||||
@ -20,8 +21,12 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
|
||||
'Information Technology': 'Technology'
|
||||
};
|
||||
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService
|
||||
) {}
|
||||
|
||||
public async enhance({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
response,
|
||||
symbol
|
||||
}: {
|
||||
@ -54,7 +59,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
return got(
|
||||
`${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol.split(
|
||||
@ -81,7 +86,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const holdings = await got(
|
||||
`${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol}.json`,
|
||||
@ -96,7 +101,7 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
return got(
|
||||
`${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol.split(
|
||||
@ -113,7 +118,9 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
|
||||
});
|
||||
});
|
||||
|
||||
if (holdings?.weight < 0.95) {
|
||||
if (
|
||||
holdings?.weight < TrackinsightDataEnhancerService.holdingsWeightTreshold
|
||||
) {
|
||||
// Skip if data is inaccurate
|
||||
return response;
|
||||
}
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
|
||||
|
||||
import { YahooFinanceDataEnhancerService } from './yahoo-finance.service';
|
||||
@ -25,13 +26,16 @@ jest.mock(
|
||||
);
|
||||
|
||||
describe('YahooFinanceDataEnhancerService', () => {
|
||||
let configurationService: ConfigurationService;
|
||||
let cryptocurrencyService: CryptocurrencyService;
|
||||
let yahooFinanceDataEnhancerService: YahooFinanceDataEnhancerService;
|
||||
|
||||
beforeAll(async () => {
|
||||
configurationService = new ConfigurationService();
|
||||
cryptocurrencyService = new CryptocurrencyService();
|
||||
|
||||
yahooFinanceDataEnhancerService = new YahooFinanceDataEnhancerService(
|
||||
configurationService,
|
||||
cryptocurrencyService
|
||||
);
|
||||
});
|
||||
|
@ -1,10 +1,7 @@
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
|
||||
import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT,
|
||||
UNKNOWN_KEY
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DEFAULT_CURRENCY, UNKNOWN_KEY } from '@ghostfolio/common/config';
|
||||
import { isCurrency } from '@ghostfolio/common/helper';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
import {
|
||||
@ -22,6 +19,7 @@ import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-ifa
|
||||
@Injectable()
|
||||
export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService,
|
||||
private readonly cryptocurrencyService: CryptocurrencyService
|
||||
) {}
|
||||
|
||||
@ -35,6 +33,10 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
|
||||
symbol = `${DEFAULT_CURRENCY}${symbol}`;
|
||||
}
|
||||
|
||||
if (symbol.includes(`${DEFAULT_CURRENCY}ZAC`)) {
|
||||
symbol = `${DEFAULT_CURRENCY}ZAc`;
|
||||
}
|
||||
|
||||
return symbol.replace('=X', '');
|
||||
}
|
||||
|
||||
@ -76,7 +78,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
|
||||
}
|
||||
|
||||
public async enhance({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
response,
|
||||
symbol
|
||||
}: {
|
||||
|
@ -74,6 +74,6 @@ import { DataProviderService } from './data-provider.service';
|
||||
},
|
||||
YahooFinanceDataEnhancerService
|
||||
],
|
||||
exports: [DataProviderService, YahooFinanceService]
|
||||
exports: [DataProviderService, ManualService, YahooFinanceService]
|
||||
})
|
||||
export class DataProviderModule {}
|
||||
|
@ -346,7 +346,7 @@ export class DataProviderService {
|
||||
);
|
||||
|
||||
try {
|
||||
this.marketDataService.updateMany({
|
||||
await this.marketDataService.updateMany({
|
||||
data: Object.keys(response)
|
||||
.filter((symbol) => {
|
||||
return (
|
||||
|
@ -5,10 +5,7 @@ import {
|
||||
IDataProviderHistoricalResponse,
|
||||
IDataProviderResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
@ -82,7 +79,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const response = await got(
|
||||
`${this.URL}/eod/${symbol}?api_token=${
|
||||
@ -132,7 +129,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
@ -194,7 +191,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
})?.currency;
|
||||
|
||||
result[this.convertFromEodSymbol(code)] = {
|
||||
currency: currency ?? DEFAULT_CURRENCY,
|
||||
currency:
|
||||
currency ??
|
||||
this.convertFromEodSymbol(code)?.replace(DEFAULT_CURRENCY, ''),
|
||||
dataSource: DataSource.EOD_HISTORICAL_DATA,
|
||||
marketPrice: close,
|
||||
marketState: isToday(new Date(timestamp * 1000)) ? 'open' : 'closed'
|
||||
@ -208,7 +207,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
if (response[`${DEFAULT_CURRENCY}GBP`]) {
|
||||
response[`${DEFAULT_CURRENCY}GBp`] = {
|
||||
...response[`${DEFAULT_CURRENCY}GBP`],
|
||||
currency: `${DEFAULT_CURRENCY}GBp`,
|
||||
currency: 'GBp',
|
||||
marketPrice: this.getConvertedValue({
|
||||
symbol: `${DEFAULT_CURRENCY}GBp`,
|
||||
value: response[`${DEFAULT_CURRENCY}GBP`].marketPrice
|
||||
@ -219,7 +218,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
if (response[`${DEFAULT_CURRENCY}ILS`]) {
|
||||
response[`${DEFAULT_CURRENCY}ILA`] = {
|
||||
...response[`${DEFAULT_CURRENCY}ILS`],
|
||||
currency: `${DEFAULT_CURRENCY}ILA`,
|
||||
currency: 'ILA',
|
||||
marketPrice: this.getConvertedValue({
|
||||
symbol: `${DEFAULT_CURRENCY}ILA`,
|
||||
value: response[`${DEFAULT_CURRENCY}ILS`].marketPrice
|
||||
@ -227,9 +226,37 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
};
|
||||
}
|
||||
|
||||
if (response[`${DEFAULT_CURRENCY}USX`]) {
|
||||
response[`${DEFAULT_CURRENCY}USX`] = {
|
||||
currency: 'USX',
|
||||
dataSource: this.getName(),
|
||||
marketPrice: new Big(1).mul(100).toNumber(),
|
||||
marketState: 'open'
|
||||
};
|
||||
}
|
||||
|
||||
if (response[`${DEFAULT_CURRENCY}ZAR`]) {
|
||||
response[`${DEFAULT_CURRENCY}ZAc`] = {
|
||||
...response[`${DEFAULT_CURRENCY}ZAR`],
|
||||
currency: 'ZAc',
|
||||
marketPrice: this.getConvertedValue({
|
||||
symbol: `${DEFAULT_CURRENCY}ZAc`,
|
||||
value: response[`${DEFAULT_CURRENCY}ZAR`].marketPrice
|
||||
})
|
||||
};
|
||||
}
|
||||
|
||||
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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'EodHistoricalDataService');
|
||||
}
|
||||
|
||||
return {};
|
||||
@ -334,6 +361,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
} else if (symbol === `${DEFAULT_CURRENCY}ILA`) {
|
||||
// Convert ILS to ILA
|
||||
return new Big(value).mul(100).toNumber();
|
||||
} else if (symbol === `${DEFAULT_CURRENCY}ZAc`) {
|
||||
// Convert ZAR to ZAc
|
||||
return new Big(value).mul(100).toNumber();
|
||||
}
|
||||
|
||||
return value;
|
||||
@ -353,7 +383,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const response = await got(
|
||||
`${this.URL}/search/${aQuery}?api_token=${this.apiKey}`,
|
||||
@ -382,7 +412,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'EodHistoricalDataService');
|
||||
}
|
||||
|
||||
return searchResult;
|
||||
|
@ -5,10 +5,7 @@ import {
|
||||
IDataProviderHistoricalResponse,
|
||||
IDataProviderResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
|
||||
import { DataProviderInfo } from '@ghostfolio/common/interfaces';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
@ -70,7 +67,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { historical } = await got(
|
||||
`${this.URL}/historical-price-full/${aSymbol}?apikey=${this.apiKey}`,
|
||||
@ -114,7 +111,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
@ -151,7 +148,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'FinancialModelingPrepService');
|
||||
}
|
||||
|
||||
return response;
|
||||
@ -175,7 +180,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const result = await got(
|
||||
`${this.URL}/search?query=${query}&apikey=${this.apiKey}`,
|
||||
@ -196,7 +201,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'FinancialModelingPrepService');
|
||||
}
|
||||
|
||||
return { items };
|
||||
|
@ -7,7 +7,6 @@ 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';
|
||||
@ -101,7 +100,7 @@ export class GoogleSheetsService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
|
||||
import {
|
||||
IDataProviderHistoricalResponse,
|
||||
@ -6,23 +7,25 @@ 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,
|
||||
extractNumberFromString,
|
||||
getYesterday
|
||||
} from '@ghostfolio/common/helper';
|
||||
import { ScraperConfiguration } from '@ghostfolio/common/interfaces';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
import { DataSource, SymbolProfile } from '@prisma/client';
|
||||
import * as cheerio from 'cheerio';
|
||||
import { isUUID } from 'class-validator';
|
||||
import { addDays, format, isBefore } from 'date-fns';
|
||||
import got from 'got';
|
||||
import got, { Headers } from 'got';
|
||||
import jsonpath from 'jsonpath';
|
||||
|
||||
@Injectable()
|
||||
export class ManualService implements DataProviderInterface {
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService,
|
||||
private readonly prismaService: PrismaService,
|
||||
private readonly symbolProfileService: SymbolProfileService
|
||||
) {}
|
||||
@ -96,21 +99,7 @@ export class ManualService implements DataProviderInterface {
|
||||
return {};
|
||||
}
|
||||
|
||||
const abortController = new AbortController();
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
|
||||
const { body } = await got(url, {
|
||||
headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
});
|
||||
|
||||
const $ = cheerio.load(body);
|
||||
|
||||
const value = extractNumberFromString($(selector).text());
|
||||
const value = await this.scrape(symbolProfile.scraperConfiguration);
|
||||
|
||||
return {
|
||||
[symbol]: {
|
||||
@ -134,7 +123,7 @@ export class ManualService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
@ -232,4 +221,51 @@ export class ManualService implements DataProviderInterface {
|
||||
|
||||
return { items };
|
||||
}
|
||||
|
||||
public async test(scraperConfiguration: ScraperConfiguration) {
|
||||
return this.scrape(scraperConfiguration);
|
||||
}
|
||||
|
||||
private async scrape(
|
||||
scraperConfiguration: ScraperConfiguration
|
||||
): Promise<number> {
|
||||
try {
|
||||
const abortController = new AbortController();
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
let locale = scraperConfiguration.locale;
|
||||
const { body, headers } = await got(scraperConfiguration.url, {
|
||||
headers: scraperConfiguration.headers as Headers,
|
||||
// @ts-ignore
|
||||
signal: abortController.signal
|
||||
});
|
||||
|
||||
if (headers['content-type'] === 'application/json') {
|
||||
const data = JSON.parse(body);
|
||||
const value = String(
|
||||
jsonpath.query(data, scraperConfiguration.selector)[0]
|
||||
);
|
||||
|
||||
return extractNumberFromString({ locale, value });
|
||||
} else {
|
||||
const $ = cheerio.load(body);
|
||||
|
||||
if (!locale) {
|
||||
try {
|
||||
locale = $('html').attr('lang');
|
||||
} catch {}
|
||||
}
|
||||
|
||||
return extractNumberFromString({
|
||||
locale,
|
||||
value: $(scraperConfiguration.selector).first().text()
|
||||
});
|
||||
}
|
||||
} catch (error) {
|
||||
throw error;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -5,10 +5,7 @@ import {
|
||||
IDataProviderHistoricalResponse,
|
||||
IDataProviderResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
DEFAULT_REQUEST_TIMEOUT,
|
||||
ghostfolioFearAndGreedIndexSymbol
|
||||
} from '@ghostfolio/common/config';
|
||||
import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
@ -88,7 +85,7 @@ export class RapidApiService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
@ -146,7 +143,7 @@ export class RapidApiService implements DataProviderInterface {
|
||||
|
||||
setTimeout(() => {
|
||||
abortController.abort();
|
||||
}, DEFAULT_REQUEST_TIMEOUT);
|
||||
}, this.configurationService.get('REQUEST_TIMEOUT'));
|
||||
|
||||
const { fgi } = await got(
|
||||
`https://fear-and-greed-index.p.rapidapi.com/v1/fgi`,
|
||||
@ -163,7 +160,15 @@ 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 ${this.configurationService.get(
|
||||
'REQUEST_TIMEOUT'
|
||||
)}ms`;
|
||||
}
|
||||
|
||||
Logger.error(message, 'RapidApiService');
|
||||
|
||||
return undefined;
|
||||
}
|
||||
|
@ -1,4 +1,5 @@
|
||||
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
|
||||
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
|
||||
import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
|
||||
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
|
||||
@ -6,10 +7,7 @@ import {
|
||||
IDataProviderHistoricalResponse,
|
||||
IDataProviderResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
DEFAULT_CURRENCY,
|
||||
DEFAULT_REQUEST_TIMEOUT
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
@ -22,6 +20,7 @@ import { Quote } from 'yahoo-finance2/dist/esm/src/modules/quote';
|
||||
@Injectable()
|
||||
export class YahooFinanceService implements DataProviderInterface {
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService,
|
||||
private readonly cryptocurrencyService: CryptocurrencyService,
|
||||
private readonly yahooFinanceDataEnhancerService: YahooFinanceDataEnhancerService
|
||||
) {}
|
||||
@ -160,7 +159,7 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
}
|
||||
|
||||
public async getQuotes({
|
||||
requestTimeout = DEFAULT_REQUEST_TIMEOUT,
|
||||
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'),
|
||||
symbols
|
||||
}: {
|
||||
requestTimeout?: number;
|
||||
|
@ -0,0 +1,29 @@
|
||||
export const ExchangeRateDataServiceMock = {
|
||||
getExchangeRatesByCurrency: ({
|
||||
currencies,
|
||||
endDate,
|
||||
startDate,
|
||||
targetCurrency
|
||||
}): Promise<any> => {
|
||||
if (targetCurrency === 'CHF') {
|
||||
return Promise.resolve({
|
||||
CHFCHF: {
|
||||
'2015-01-01': 1,
|
||||
'2017-12-31': 1,
|
||||
'2018-01-01': 1,
|
||||
'2023-01-03': 1,
|
||||
'2023-07-10': 1
|
||||
},
|
||||
USDCHF: {
|
||||
'2015-01-01': 0.9941099999999999,
|
||||
'2017-12-31': 0.9787,
|
||||
'2018-01-01': 0.97373,
|
||||
'2023-01-03': 0.9238,
|
||||
'2023-07-10': 0.8854
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
return Promise.resolve({});
|
||||
}
|
||||
};
|
@ -7,10 +7,21 @@ import {
|
||||
DEFAULT_CURRENCY,
|
||||
PROPERTY_CURRENCIES
|
||||
} from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
|
||||
import {
|
||||
DATE_FORMAT,
|
||||
getYesterday,
|
||||
resetHours
|
||||
} from '@ghostfolio/common/helper';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
import { format, isToday } from 'date-fns';
|
||||
import {
|
||||
eachDayOfInterval,
|
||||
format,
|
||||
isBefore,
|
||||
isToday,
|
||||
subDays
|
||||
} from 'date-fns';
|
||||
import { isNumber, uniq } from 'lodash';
|
||||
import ms from 'ms';
|
||||
|
||||
@Injectable()
|
||||
export class ExchangeRateDataService {
|
||||
@ -33,6 +44,71 @@ export class ExchangeRateDataService {
|
||||
return this.currencyPairs;
|
||||
}
|
||||
|
||||
public async getExchangeRatesByCurrency({
|
||||
currencies,
|
||||
endDate = new Date(),
|
||||
startDate,
|
||||
targetCurrency
|
||||
}: {
|
||||
currencies: string[];
|
||||
endDate?: Date;
|
||||
startDate: Date;
|
||||
targetCurrency: string;
|
||||
}) {
|
||||
if (!startDate) {
|
||||
return {};
|
||||
}
|
||||
|
||||
let exchangeRatesByCurrency: {
|
||||
[currency: string]: { [dateString: string]: number };
|
||||
} = {};
|
||||
|
||||
for (let currency of currencies) {
|
||||
exchangeRatesByCurrency[`${currency}${targetCurrency}`] =
|
||||
await this.getExchangeRates({
|
||||
startDate,
|
||||
currencyFrom: currency,
|
||||
currencyTo: targetCurrency
|
||||
});
|
||||
|
||||
let previousExchangeRate = 1;
|
||||
|
||||
// Start from the most recent date and fill in missing exchange rates
|
||||
// using the latest available rate
|
||||
for (
|
||||
let date = endDate;
|
||||
!isBefore(date, startDate);
|
||||
date = subDays(resetHours(date), 1)
|
||||
) {
|
||||
let dateString = format(date, DATE_FORMAT);
|
||||
|
||||
// Check if the exchange rate for the current date is missing
|
||||
if (
|
||||
isNaN(
|
||||
exchangeRatesByCurrency[`${currency}${targetCurrency}`][dateString]
|
||||
)
|
||||
) {
|
||||
// If missing, fill with the previous exchange rate
|
||||
exchangeRatesByCurrency[`${currency}${targetCurrency}`][dateString] =
|
||||
previousExchangeRate;
|
||||
|
||||
if (currency === DEFAULT_CURRENCY) {
|
||||
Logger.error(
|
||||
`No exchange rate has been found for ${currency}${targetCurrency} at ${dateString}`,
|
||||
'ExchangeRateDataService'
|
||||
);
|
||||
}
|
||||
} else {
|
||||
// If available, update the previous exchange rate
|
||||
previousExchangeRate =
|
||||
exchangeRatesByCurrency[`${currency}${targetCurrency}`][dateString];
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
return exchangeRatesByCurrency;
|
||||
}
|
||||
|
||||
public hasCurrencyPair(currency1: string, currency2: string) {
|
||||
return this.currencyPairs.some(({ symbol }) => {
|
||||
return (
|
||||
@ -69,23 +145,20 @@ export class ExchangeRateDataService {
|
||||
getYesterday()
|
||||
);
|
||||
|
||||
if (Object.keys(result).length !== this.currencyPairs.length) {
|
||||
// Load currencies directly from data provider as a fallback
|
||||
// if historical data is not fully available
|
||||
const quotes = await this.dataProviderService.getQuotes({
|
||||
items: this.currencyPairs.map(({ dataSource, symbol }) => {
|
||||
return { dataSource, symbol };
|
||||
})
|
||||
});
|
||||
const quotes = await this.dataProviderService.getQuotes({
|
||||
items: this.currencyPairs.map(({ dataSource, symbol }) => {
|
||||
return { dataSource, symbol };
|
||||
}),
|
||||
requestTimeout: ms('30 seconds')
|
||||
});
|
||||
|
||||
for (const symbol of Object.keys(quotes)) {
|
||||
if (isNumber(quotes[symbol].marketPrice)) {
|
||||
result[symbol] = {
|
||||
[format(getYesterday(), DATE_FORMAT)]: {
|
||||
marketPrice: quotes[symbol].marketPrice
|
||||
}
|
||||
};
|
||||
}
|
||||
for (const symbol of Object.keys(quotes)) {
|
||||
if (isNumber(quotes[symbol].marketPrice)) {
|
||||
result[symbol] = {
|
||||
[format(getYesterday(), DATE_FORMAT)]: {
|
||||
marketPrice: quotes[symbol].marketPrice
|
||||
}
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
@ -185,6 +258,7 @@ export class ExchangeRateDataService {
|
||||
`No exchange rate has been found for ${aFromCurrency}${aToCurrency}`,
|
||||
'ExchangeRateDataService'
|
||||
);
|
||||
|
||||
return aValue;
|
||||
}
|
||||
|
||||
@ -275,6 +349,129 @@ export class ExchangeRateDataService {
|
||||
return undefined;
|
||||
}
|
||||
|
||||
private async getExchangeRates({
|
||||
currencyFrom,
|
||||
currencyTo,
|
||||
endDate = new Date(),
|
||||
startDate
|
||||
}: {
|
||||
currencyFrom: string;
|
||||
currencyTo: string;
|
||||
endDate?: Date;
|
||||
startDate: Date;
|
||||
}) {
|
||||
const dates = eachDayOfInterval({ end: endDate, start: startDate });
|
||||
let factors: { [dateString: string]: number } = {};
|
||||
|
||||
if (currencyFrom === currencyTo) {
|
||||
for (const date of dates) {
|
||||
factors[format(date, DATE_FORMAT)] = 1;
|
||||
}
|
||||
} else {
|
||||
const dataSource =
|
||||
this.dataProviderService.getDataSourceForExchangeRates();
|
||||
const symbol = `${currencyFrom}${currencyTo}`;
|
||||
|
||||
const marketData = await this.marketDataService.getRange({
|
||||
dateQuery: { gte: startDate, lt: endDate },
|
||||
uniqueAssets: [
|
||||
{
|
||||
dataSource,
|
||||
symbol
|
||||
}
|
||||
]
|
||||
});
|
||||
|
||||
if (marketData?.length > 0) {
|
||||
for (const { date, marketPrice } of marketData) {
|
||||
factors[format(date, DATE_FORMAT)] = marketPrice;
|
||||
}
|
||||
} else {
|
||||
// Calculate indirectly via base currency
|
||||
|
||||
let marketPriceBaseCurrencyFromCurrency: {
|
||||
[dateString: string]: number;
|
||||
} = {};
|
||||
let marketPriceBaseCurrencyToCurrency: {
|
||||
[dateString: string]: number;
|
||||
} = {};
|
||||
|
||||
try {
|
||||
if (currencyFrom === DEFAULT_CURRENCY) {
|
||||
for (const date of dates) {
|
||||
marketPriceBaseCurrencyFromCurrency[format(date, DATE_FORMAT)] =
|
||||
1;
|
||||
}
|
||||
} else {
|
||||
const marketData = await this.marketDataService.getRange({
|
||||
dateQuery: { gte: startDate, lt: endDate },
|
||||
uniqueAssets: [
|
||||
{
|
||||
dataSource,
|
||||
symbol: `${DEFAULT_CURRENCY}${currencyFrom}`
|
||||
}
|
||||
]
|
||||
});
|
||||
|
||||
for (const { date, marketPrice } of marketData) {
|
||||
marketPriceBaseCurrencyFromCurrency[format(date, DATE_FORMAT)] =
|
||||
marketPrice;
|
||||
}
|
||||
}
|
||||
} catch {}
|
||||
|
||||
try {
|
||||
if (currencyTo === DEFAULT_CURRENCY) {
|
||||
for (const date of dates) {
|
||||
marketPriceBaseCurrencyToCurrency[format(date, DATE_FORMAT)] = 1;
|
||||
}
|
||||
} else {
|
||||
const marketData = await this.marketDataService.getRange({
|
||||
dateQuery: {
|
||||
gte: startDate,
|
||||
lt: endDate
|
||||
},
|
||||
uniqueAssets: [
|
||||
{
|
||||
dataSource,
|
||||
symbol: `${DEFAULT_CURRENCY}${currencyTo}`
|
||||
}
|
||||
]
|
||||
});
|
||||
|
||||
for (const { date, marketPrice } of marketData) {
|
||||
marketPriceBaseCurrencyToCurrency[format(date, DATE_FORMAT)] =
|
||||
marketPrice;
|
||||
}
|
||||
}
|
||||
} catch {}
|
||||
|
||||
for (const date of dates) {
|
||||
try {
|
||||
const factor =
|
||||
(1 /
|
||||
marketPriceBaseCurrencyFromCurrency[
|
||||
format(date, DATE_FORMAT)
|
||||
]) *
|
||||
marketPriceBaseCurrencyToCurrency[format(date, DATE_FORMAT)];
|
||||
|
||||
factors[format(date, DATE_FORMAT)] = factor;
|
||||
} catch {
|
||||
Logger.error(
|
||||
`No exchange rate has been found for ${currencyFrom}${currencyTo} at ${format(
|
||||
date,
|
||||
DATE_FORMAT
|
||||
)}`,
|
||||
'ExchangeRateDataService'
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
return factors;
|
||||
}
|
||||
|
||||
private async prepareCurrencies(): Promise<string[]> {
|
||||
let currencies: string[] = [];
|
||||
|
||||
|
@ -3,6 +3,8 @@ import { CleanedEnvAccessors } from 'envalid';
|
||||
export interface Environment extends CleanedEnvAccessors {
|
||||
ACCESS_TOKEN_SALT: string;
|
||||
ALPHA_VANTAGE_API_KEY: string;
|
||||
API_KEY_COINGECKO_DEMO: string;
|
||||
API_KEY_COINGECKO_PRO: string;
|
||||
BETTER_UPTIME_API_KEY: string;
|
||||
CACHE_QUOTES_TTL: number;
|
||||
CACHE_TTL: number;
|
||||
@ -32,6 +34,7 @@ export interface Environment extends CleanedEnvAccessors {
|
||||
REDIS_HOST: string;
|
||||
REDIS_PASSWORD: string;
|
||||
REDIS_PORT: number;
|
||||
REQUEST_TIMEOUT: number;
|
||||
ROOT_URL: string;
|
||||
STRIPE_PUBLIC_KEY: string;
|
||||
STRIPE_SECRET_KEY: string;
|
||||
|
@ -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,
|
||||
|
@ -89,6 +89,7 @@ export class SymbolProfileService {
|
||||
assetClass,
|
||||
assetSubClass,
|
||||
comment,
|
||||
currency,
|
||||
dataSource,
|
||||
name,
|
||||
scraperConfiguration,
|
||||
@ -100,6 +101,7 @@ export class SymbolProfileService {
|
||||
assetClass,
|
||||
assetSubClass,
|
||||
comment,
|
||||
currency,
|
||||
name,
|
||||
scraperConfiguration,
|
||||
symbolMapping
|
||||
@ -200,6 +202,7 @@ export class SymbolProfileService {
|
||||
defaultMarketPrice: scraperConfiguration.defaultMarketPrice as number,
|
||||
headers:
|
||||
scraperConfiguration.headers as ScraperConfiguration['headers'],
|
||||
locale: scraperConfiguration.locale as string,
|
||||
selector: scraperConfiguration.selector as string,
|
||||
url: scraperConfiguration.url as string
|
||||
};
|
||||
|
@ -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');
|
||||
}
|
||||
}
|
||||
|
6
apps/api/webpack.config.js
Normal file
6
apps/api/webpack.config.js
Normal file
@ -0,0 +1,6 @@
|
||||
const { composePlugins, withNx } = require('@nx/webpack');
|
||||
|
||||
module.exports = composePlugins(withNx(), (config, { options, context }) => {
|
||||
// Customize webpack config here
|
||||
return config;
|
||||
});
|
@ -60,6 +60,10 @@
|
||||
"baseHref": "/nl/",
|
||||
"localize": ["nl"]
|
||||
},
|
||||
"development-pl": {
|
||||
"baseHref": "/pl/",
|
||||
"localize": ["pl"]
|
||||
},
|
||||
"development-pt": {
|
||||
"baseHref": "/pt/",
|
||||
"localize": ["pt"]
|
||||
@ -146,38 +150,41 @@
|
||||
}
|
||||
},
|
||||
"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"
|
||||
}
|
||||
}
|
||||
},
|
||||
@ -193,13 +200,14 @@
|
||||
"messages.fr.xlf",
|
||||
"messages.it.xlf",
|
||||
"messages.nl.xlf",
|
||||
"messages.pl.xlf",
|
||||
"messages.pt.xlf",
|
||||
"messages.tr.xlf"
|
||||
]
|
||||
}
|
||||
},
|
||||
"lint": {
|
||||
"executor": "@nrwl/linter:eslint",
|
||||
"executor": "@nx/eslint:lint",
|
||||
"options": {
|
||||
"lintFilePatterns": ["apps/client/**/*.ts"]
|
||||
}
|
||||
@ -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"
|
||||
|
@ -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);
|
||||
}
|
||||
|
||||
/**
|
||||
|
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user