Release 2.45.0 (#2931)

* Add account selector to assistant

* Update changelog

CHANGELOG.md

@@ -5,6 +5,25 @@ 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).
 
+## 2.45.0 - 2024-01-27
+
+### Added
+
+- Extended the assistant by an account selector (experimental)
+- Added support to grant private access with permissions (experimental)
+- Added `permissions` to the `Access` model
+
+### Changed
+
+- Migrated the tag selector to a form group in the assistant (experimental)
+- Formatted the name in the _EOD Historical Data_ service
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed the import for activities with `MANUAL` data source and type `FEE`, `INTEREST`, `ITEM` or `LIABILITY`
+- Removed holdings with incomplete data from the _Top 3_ and _Bottom 3_ performers on the analysis page
+
 ## 2.44.0 - 2024-01-24
 
 ### Fixed

apps/api/src/app/access/access.controller.ts

@@ -42,23 +42,27 @@ export class AccessController {
       where: { userId: this.request.user.id }
     });
 
-    return accessesWithGranteeUser.map((access) => {
-      if (access.GranteeUser) {
+    return accessesWithGranteeUser.map(
+      ({ alias, GranteeUser, id, permissions }) => {
+        if (GranteeUser) {
+          return {
+            alias,
+            id,
+            permissions,
+            grantee: GranteeUser?.id,
+            type: 'PRIVATE'
+          };
+        }
+
         return {
-          alias: access.alias,
-          grantee: access.GranteeUser?.id,
-          id: access.id,
-          type: 'RESTRICTED_VIEW'
+          alias,
+          id,
+          permissions,
+          grantee: 'Public',
+          type: 'PUBLIC'
         };
       }
-
-      return {
-        alias: access.alias,
-        grantee: 'Public',
-        id: access.id,
-        type: 'PUBLIC'
-      };
-    });
+    );
   }
 
   @HasPermission(permissions.createAccess)
@@ -83,6 +87,7 @@ export class AccessController {
         GranteeUser: data.granteeUserId
           ? { connect: { id: data.granteeUserId } }
           : undefined,
+        permissions: data.permissions,
         User: { connect: { id: this.request.user.id } }
       });
     } catch {

apps/api/src/app/access/create-access.dto.ts

@@ -1,4 +1,5 @@
-import { IsOptional, IsString, IsUUID } from 'class-validator';
+import { AccessPermission } from '@prisma/client';
+import { IsEnum, IsOptional, IsString, IsUUID } from 'class-validator';
 
 export class CreateAccessDto {
   @IsOptional()
@@ -9,7 +10,7 @@ export class CreateAccessDto {
   @IsUUID()
   granteeUserId?: string;
 
+  @IsEnum(AccessPermission, { each: true })
   @IsOptional()
-  @IsString()
-  type?: 'PUBLIC';
+  permissions?: AccessPermission[];
 }

apps/api/src/app/import/import.service.ts

@@ -575,7 +575,7 @@ export class ImportService {
 
     for (const [
       index,
-      { currency, dataSource, symbol }
+      { currency, dataSource, symbol, type }
     ] of uniqueActivitiesDto.entries()) {
       if (!this.configurationService.get('DATA_SOURCES').includes(dataSource)) {
         throw new Error(
@@ -583,28 +583,33 @@ export class ImportService {
         );
       }
 
-      const assetProfile = (
-        await this.dataProviderService.getAssetProfiles([
-          { dataSource, symbol }
-        ])
-      )?.[symbol];
+      const assetProfile = {
+        currency,
+        ...(
+          await this.dataProviderService.getAssetProfiles([
+            { dataSource, symbol }
+          ])
+        )?.[symbol]
+      };
 
-      if (!assetProfile?.name) {
-        throw new Error(
-          `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
-        );
-      }
+      if (type === 'BUY' || type === 'DIVIDEND' || type === 'SELL') {
+        if (!assetProfile?.name) {
+          throw new Error(
+            `activities.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
+          );
+        }
 
-      if (
-        assetProfile.currency !== currency &&
-        !this.exchangeRateDataService.hasCurrencyPair(
-          currency,
-          assetProfile.currency
-        )
-      ) {
-        throw new Error(
-          `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
-        );
+        if (
+          assetProfile.currency !== currency &&
+          !this.exchangeRateDataService.hasCurrencyPair(
+            currency,
+            assetProfile.currency
+          )
+        ) {
+          throw new Error(
+            `activities.${index}.currency ("${currency}") does not match with "${assetProfile.currency}" and no exchange rate is available from "${currency}" to "${assetProfile.currency}"`
+          );
+        }
       }
 
       assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] =

apps/api/src/app/portfolio/portfolio.controller.ts

@@ -74,6 +74,11 @@ export class PortfolioController {
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasDetails = true;
     let hasError = false;
+    const hasReadRestrictedAccessPermission =
+      this.userService.hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      });
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       hasDetails = this.request.user.subscription.type === 'Premium';
@@ -108,7 +113,7 @@ export class PortfolioController {
     let portfolioSummary = summary;
 
     if (
-      impersonationId ||
+      hasReadRestrictedAccessPermission ||
       this.userService.isRestrictedView(this.request.user)
     ) {
       const totalInvestment = Object.values(holdings)
@@ -148,7 +153,7 @@ export class PortfolioController {
 
     if (
       hasDetails === false ||
-      impersonationId ||
+      hasReadRestrictedAccessPermission ||
       this.userService.isRestrictedView(this.request.user)
     ) {
       portfolioSummary = nullifyValuesInObject(summary, [
@@ -164,6 +169,7 @@ export class PortfolioController {
         'excludedAccountsAndActivities',
         'fees',
         'fireWealth',
+        'interest',
         'items',
         'liabilities',
         'netWorth',
@@ -216,6 +222,12 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDividends> {
+    const hasReadRestrictedAccessPermission =
+      this.userService.hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      });
+
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -230,7 +242,7 @@ export class PortfolioController {
     });
 
     if (
-      impersonationId ||
+      hasReadRestrictedAccessPermission ||
       this.userService.isRestrictedView(this.request.user)
     ) {
       const maxDividend = dividends.reduce(
@@ -266,6 +278,12 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioInvestments> {
+    const hasReadRestrictedAccessPermission =
+      this.userService.hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      });
+
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -281,7 +299,7 @@ export class PortfolioController {
     });
 
     if (
-      impersonationId ||
+      hasReadRestrictedAccessPermission ||
       this.userService.isRestrictedView(this.request.user)
     ) {
       const maxInvestment = investments.reduce(
@@ -329,6 +347,12 @@ export class PortfolioController {
     @Query('tags') filterByTags?: string,
     @Query('withExcludedAccounts') withExcludedAccounts = false
   ): Promise<PortfolioPerformanceResponse> {
+    const hasReadRestrictedAccessPermission =
+      this.userService.hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      });
+
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -344,7 +368,7 @@ export class PortfolioController {
     });
 
     if (
-      impersonationId ||
+      hasReadRestrictedAccessPermission ||
       this.request.user.Settings.settings.viewMode === 'ZEN' ||
       this.userService.isRestrictedView(this.request.user)
     ) {

apps/api/src/app/user/update-user-setting.dto.ts

@@ -38,6 +38,10 @@ export class UpdateUserSettingDto {
   @IsOptional()
   emergencyFund?: number;
 
+  @IsArray()
+  @IsOptional()
+  'filters.accounts'?: string[];
+
   @IsArray()
   @IsOptional()
   'filters.tags'?: string[];

apps/api/src/app/user/user.service.ts

@@ -105,6 +105,24 @@ export class UserService {
     return usersWithAdminRole.length > 0;
   }
 
+  public hasReadRestrictedAccessPermission({
+    impersonationId,
+    user
+  }: {
+    impersonationId: string;
+    user: UserWithSettings;
+  }) {
+    if (!impersonationId) {
+      return false;
+    }
+
+    const access = user.Access?.find(({ id }) => {
+      return id === impersonationId;
+    });
+
+    return access?.permissions?.includes('READ_RESTRICTED') ?? true;
+  }
+
   public isRestrictedView(aUser: UserWithSettings) {
     return aUser.Settings.settings.isRestrictedView ?? false;
   }
@@ -113,6 +131,7 @@ export class UserService {
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
     const {
+      Access,
       accessToken,
       Account,
       Analytics,
@@ -127,6 +146,7 @@ export class UserService {
       updatedAt
     } = await this.prismaService.user.findUnique({
       include: {
+        Access: true,
         Account: {
           include: { Platform: true }
         },
@@ -138,6 +158,7 @@ export class UserService {
     });
 
     const user: UserWithSettings = {
+      Access,
       accessToken,
       Account,
       authChallenge,

apps/api/src/assets/sitemap.xml

@@ -230,6 +230,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -568,6 +572,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-vyzer</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -926,6 +934,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-vyzer</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -1130,6 +1142,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthfolio</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>

apps/api/src/interceptors/redact-values-in-response.interceptor.ts

@@ -1,6 +1,7 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { redactAttributes } from '@ghostfolio/api/helper/object.helper';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+import { UserWithSettings } from '@ghostfolio/common/types';
 import {
   CallHandler,
   ExecutionContext,
@@ -22,13 +23,20 @@ export class RedactValuesInResponseInterceptor<T>
   ): Observable<any> {
     return next.handle().pipe(
       map((data: any) => {
-        const request = context.switchToHttp().getRequest();
-        const hasImpersonationId =
-          !!request.headers?.[HEADER_KEY_IMPERSONATION.toLowerCase()];
+        const { headers, user }: { headers: Headers; user: UserWithSettings } =
+          context.switchToHttp().getRequest();
+
+        const impersonationId =
+          headers?.[HEADER_KEY_IMPERSONATION.toLowerCase()];
+        const hasReadRestrictedPermission =
+          this.userService.hasReadRestrictedAccessPermission({
+            impersonationId,
+            user
+          });
 
         if (
-          hasImpersonationId ||
-          this.userService.isRestrictedView(request.user)
+          hasReadRestrictedPermission ||
+          this.userService.isRestrictedView(user)
         ) {
           data = redactAttributes({
             object: data,

apps/api/src/services/data-provider/data-enhancer/trackinsight/trackinsight.service.ts

@@ -62,9 +62,9 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
         }, this.configurationService.get('REQUEST_TIMEOUT'));
 
         return got(
-          `${TrackinsightDataEnhancerService.baseUrl}/funds/${symbol.split(
-            '.'
-          )?.[0]}.json`,
+          `${TrackinsightDataEnhancerService.baseUrl}/funds/${
+            symbol.split('.')?.[0]
+          }.json`,
           {
             // @ts-ignore
             signal: abortController.signal
@@ -104,9 +104,9 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
         }, this.configurationService.get('REQUEST_TIMEOUT'));
 
         return got(
-          `${TrackinsightDataEnhancerService.baseUrl}/holdings/${symbol.split(
-            '.'
-          )?.[0]}.json`,
+          `${TrackinsightDataEnhancerService.baseUrl}/holdings/${
+            symbol.split('.')?.[0]
+          }.json`,
           {
             // @ts-ignore
             signal: abortController.signal

apps/api/src/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service.ts

@@ -1,7 +1,11 @@
 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, UNKNOWN_KEY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  REPLACE_NAME_PARTS,
+  UNKNOWN_KEY
+} from '@ghostfolio/common/config';
 import { isCurrency } from '@ghostfolio/common/helper';
 import { Injectable, Logger } from '@nestjs/common';
 import {
@@ -137,18 +141,11 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     if (name) {
       name = name.replace('&', '&');
 
-      name = name.replace('Amundi Index Solutions - ', '');
-      name = name.replace('iShares ETF (CH) - ', '');
-      name = name.replace('iShares III Public Limited Company - ', '');
-      name = name.replace('iShares V PLC - ', '');
-      name = name.replace('iShares VI Public Limited Company - ', '');
-      name = name.replace('iShares VII PLC - ', '');
-      name = name.replace('Multi Units Luxembourg - ', '');
-      name = name.replace('VanEck ETFs N.V. - ', '');
-      name = name.replace('Vaneck Vectors Ucits Etfs Plc - ', '');
-      name = name.replace('Vanguard Funds Public Limited Company - ', '');
-      name = name.replace('Vanguard Index Funds - ', '');
-      name = name.replace('Xtrackers (IE) Plc - ', '');
+      for (const part of REPLACE_NAME_PARTS) {
+        name = name.replace(part, '');
+      }
+
+      name = name.trim();
     }
 
     if (quoteType === 'FUTURE') {

apps/api/src/services/data-provider/eod-historical-data/eod-historical-data.service.ts

@@ -11,7 +11,10 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
-import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  REPLACE_NAME_PARTS
+} from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Injectable, Logger } from '@nestjs/common';
 import {
@@ -362,6 +365,18 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return aSymbol;
   }
 
+  private formatName({ name }: { name: string }) {
+    if (name) {
+      for (const part of REPLACE_NAME_PARTS) {
+        name = name.replace(part, '');
+      }
+
+      name = name.trim();
+    }
+
+    return name;
+  }
+
   private async getSearchResult(aQuery: string): Promise<
     (LookupItem & {
       assetClass: AssetClass;
@@ -397,9 +412,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
             assetClass,
             assetSubClass,
             isin,
-            name,
             currency: this.convertCurrency(Currency),
             dataSource: this.getName(),
+            name: this.formatName({ name }),
             symbol: `${Code}.${Exchange}`
           };
         }

apps/api/src/services/data-provider/manual/manual.service.ts

@@ -42,10 +42,21 @@ export class ManualService implements DataProviderInterface {
   public async getAssetProfile(
     aSymbol: string
   ): Promise<Partial<SymbolProfile>> {
-    return {
+    const assetProfile: Partial<SymbolProfile> = {
       dataSource: this.getName(),
       symbol: aSymbol
     };
+
+    const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles([
+      { dataSource: this.getName(), symbol: aSymbol }
+    ]);
+
+    if (symbolProfile) {
+      assetProfile.currency = symbolProfile.currency;
+      assetProfile.name = symbolProfile.name;
+    }
+
+    return assetProfile;
   }
 
   public async getDividends({}: GetDividendsParams) {

apps/client/src/app/components/access-table/access-table.component.html

@@ -17,8 +17,13 @@
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Permission</th>
     <td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
       <div class="align-items-center d-flex">
-        <ion-icon class="mr-1" name="lock-closed-outline" />
-        <ng-container i18n>Restricted View</ng-container>
+        @if (element.permissions.includes('READ')) {
+          <ion-icon class="mr-1" name="lock-open-outline" />
+          <ng-container i18n>View</ng-container>
+        } @else if (element.permissions.includes('READ_RESTRICTED')) {
+          <ion-icon class="mr-1" name="lock-closed-outline" />
+          <ng-container i18n>Restricted view</ng-container>
+        }
       </div>
     </td>
   </ng-container>

apps/client/src/app/components/header/header.component.html

@@ -141,7 +141,7 @@
             [user]="user"
             (closed)="closeAssistant()"
             (dateRangeChanged)="onDateRangeChange($event)"
-            (selectedTagChanged)="onSelectedTagChanged($event)"
+            (filtersChanged)="onFiltersChanged($event)"
           />
         </mat-menu>
       </li>

apps/client/src/app/components/header/header.component.ts

@@ -11,6 +11,7 @@ import {
 import { MatDialog } from '@angular/material/dialog';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { Router } from '@angular/router';
+import { UpdateUserSettingDto } from '@ghostfolio/api/app/user/update-user-setting.dto';
 import { LoginWithAccessTokenDialog } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
@@ -20,11 +21,10 @@ import {
 } from '@ghostfolio/client/services/settings-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { InfoItem, User } from '@ghostfolio/common/interfaces';
+import { Filter, InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { AssistantComponent } from '@ghostfolio/ui/assistant/assistant.component';
-import { Tag } from '@prisma/client';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
@@ -162,6 +162,34 @@ export class HeaderComponent implements OnChanges {
       });
   }
 
+  public onFiltersChanged(filters: Filter[]) {
+    const userSetting: UpdateUserSettingDto = {};
+
+    for (const filter of filters) {
+      let filtersType: string;
+
+      if (filter.type === 'ACCOUNT') {
+        filtersType = 'accounts';
+      } else if (filter.type === 'TAG') {
+        filtersType = 'tags';
+      }
+
+      userSetting[`filters.${filtersType}`] = filter.id ? [filter.id] : null;
+    }
+
+    this.dataService
+      .putUserSetting(userSetting)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.userService.remove();
+
+        this.userService
+          .get()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe();
+      });
+  }
+
   public onMenuClosed() {
     this.isMenuOpen = false;
   }
@@ -174,20 +202,6 @@ export class HeaderComponent implements OnChanges {
     this.assistantElement.initialize();
   }
 
-  public onSelectedTagChanged(tag: Tag) {
-    this.dataService
-      .putUserSetting({ 'filters.tags': tag ? [tag.id] : null })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.userService.remove();
-
-        this.userService
-          .get()
-          .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe();
-      });
-  }
-
   public onSignOut() {
     this.signOut.next();
   }

apps/client/src/app/components/home-overview/home-overview.component.ts

@@ -74,7 +74,6 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
       });
 
     this.showDetails =
-      !this.hasImpersonationId &&
       !this.user.settings.isRestrictedView &&
       this.user.settings.viewMode !== 'ZEN';
 

apps/client/src/app/components/portfolio-performance/portfolio-performance.component.html

@@ -1,14 +1,12 @@
 <div class="container p-0">
   <div class="no-gutters row">
-    <div
-      class="status-container text-muted text-right"
-      (click)="onShowErrors()"
-    >
+    <div class="status-container text-muted text-right">
       @if (errors?.length > 0 && !isLoading) {
         <ion-icon
           i18n-title
           name="time-outline"
-          title="Oops! Our data provider partner is experiencing the hiccups."
+          title="Oops! A data provider is experiencing the hiccups."
+          (click)="onShowErrors()"
         />
       }
     </div>

apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts

@@ -58,7 +58,7 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
           duration: 1,
           separator: getNumberFormatGroup(this.locale)
         }).start();
-      } else if (this.performance?.currentValue === null) {
+      } else if (this.showDetails === false) {
         new CountUp(
           'value',
           this.performance?.currentNetPerformancePercent * 100,
@@ -69,6 +69,8 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
             separator: getNumberFormatGroup(this.locale)
           }
         ).start();
+      } else {
+        this.value.nativeElement.innerHTML = '*****';
       }
     }
   }

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -10,8 +10,8 @@
     [hidden]="summary?.ordersCount === null"
   >
     <div class="flex-grow-1 ml-3 text-truncate" i18n>
-      {{ summary?.ordersCount }} {summary?.ordersCount, plural, =1 {transaction}
-      other {transactions}}
+      {{ summary?.ordersCount }}
+      {summary?.ordersCount, plural, =1 {transaction} other {transactions}}
     </div>
   </div>
   <div class="row">
@@ -71,7 +71,11 @@
   <div class="flex-nowrap px-3 py-1 row">
     <div class="align-items-center d-flex flex-grow-1 ml-3 text-truncate">
       <ng-container i18n>Gross Performance</ng-container>
-      <abbr class="initialism ml-2 text-muted" title="Time-Weighted Rate of Return">(TWR)</abbr>
+      <abbr
+        class="initialism ml-2 text-muted"
+        title="Time-Weighted Rate of Return"
+        >(TWR)</abbr
+      >
     </div>
     <div class="flex-column flex-wrap justify-content-end">
       <gf-value
@@ -117,7 +121,11 @@
   <div class="flex-nowrap px-3 py-1 row">
     <div class="flex-grow-1 text-truncate ml-3">
       <ng-container i18n>Net Performance</ng-container>
-      <abbr class="initialism ml-2 text-muted" title="Time-Weighted Rate of Return">(TWR)</abbr>
+      <abbr
+        class="initialism ml-2 text-muted"
+        title="Time-Weighted Rate of Return"
+        >(TWR)</abbr
+      >
     </div>
     <div class="flex-column flex-wrap justify-content-end">
       <gf-value

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.component.ts

@@ -37,19 +37,23 @@ export class CreateOrUpdateAccessDialog implements OnDestroy {
   ngOnInit() {
     this.accessForm = this.formBuilder.group({
       alias: [this.data.access.alias],
+      permissions: [this.data.access.permissions[0], Validators.required],
       type: [this.data.access.type, Validators.required],
       userId: [this.data.access.grantee, Validators.required]
     });
 
-    this.accessForm.get('type').valueChanges.subscribe((value) => {
+    this.accessForm.get('type').valueChanges.subscribe((accessType) => {
+      const permissionsControl = this.accessForm.get('permissions');
       const userIdControl = this.accessForm.get('userId');
 
-      if (value === 'PRIVATE') {
+      if (accessType === 'PRIVATE') {
+        permissionsControl.setValidators(Validators.required);
         userIdControl.setValidators(Validators.required);
       } else {
         userIdControl.clearValidators();
       }
 
+      permissionsControl.updateValueAndValidity();
       userIdControl.updateValueAndValidity();
 
       this.changeDetectorRef.markForCheck();
@@ -64,7 +68,7 @@ export class CreateOrUpdateAccessDialog implements OnDestroy {
     const access: CreateAccessDto = {
       alias: this.accessForm.controls['alias'].value,
       granteeUserId: this.accessForm.controls['userId'].value,
-      type: this.accessForm.controls['type'].value
+      permissions: [this.accessForm.controls['permissions'].value]
     };
 
     this.dataService

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.html

@@ -30,9 +30,20 @@
     @if (accessForm.controls['type'].value === 'PRIVATE') {
     <div>
       <mat-form-field appearance="outline" class="w-100">
-        <mat-label
-          >Ghostfolio <ng-container i18n>User ID</ng-container></mat-label
-        >
+        <mat-label i18n>Permission</mat-label>
+        <mat-select formControlName="permissions">
+          <mat-option i18n value="READ_RESTRICTED">Restricted view</mat-option>
+          @if(data?.user?.settings?.isExperimentalFeatures) {
+          <mat-option i18n value="READ">View</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label>
+          Ghostfolio <ng-container i18n>User ID</ng-container>
+        </mat-label>
         <input
           formControlName="userId"
           matInput

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/interfaces/interfaces.ts

@@ -1,5 +1,6 @@
-import { Access } from '@ghostfolio/common/interfaces';
+import { Access, User } from '@ghostfolio/common/interfaces';
 
 export interface CreateOrUpdateAccessDialogParams {
   access: Access;
+  user: User;
 }

apps/client/src/app/components/user-account-access/user-account-access.component.ts

@@ -7,7 +7,6 @@ import {
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router } from '@angular/router';
-import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { Access, User } from '@ghostfolio/common/interfaces';
@@ -105,8 +104,10 @@ export class UserAccountAccessComponent implements OnDestroy, OnInit {
       data: {
         access: {
           alias: '',
+          permissions: ['READ_RESTRICTED'],
           type: 'PRIVATE'
-        }
+        },
+        user: this.user
       },
       height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'

apps/client/src/app/pages/faq/faq-page.html

@@ -176,6 +176,19 @@
           your university e-mail address.</mat-card-content
         >
       </mat-card>
+      <mat-card appearance="outlined" class="mb-3">
+        <mat-card-header>
+          <mat-card-title
+            >Does the Ghostfolio Premium subscription renew
+            automatically?</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content
+          >No, <a [routerLink]="routerLinkPricing">Ghostfolio Premium</a> does
+          not include auto-renewal. Upon expiration, you can choose whether to
+          start a new subscription.</mat-card-content
+        >
+      </mat-card>
       <mat-card appearance="outlined" class="mb-3">
         <mat-card-header>
           <mat-card-title>Which devices are supported?</mat-card-title>

apps/client/src/app/pages/portfolio/activities/activities-page.component.ts

@@ -15,7 +15,7 @@ import { ImpersonationStorageService } from '@ghostfolio/client/services/imperso
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
 import { downloadAsFile } from '@ghostfolio/common/helper';
-import { Filter, User } from '@ghostfolio/common/interfaces';
+import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { format, parseISO } from 'date-fns';

apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@@ -379,7 +379,9 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ positions }) => {
         const positionsSorted = sortBy(
-          positions,
+          positions.filter(({ netPerformancePercentage }) => {
+            return isNumber(netPerformancePercentage);
+          }),
           'netPerformancePercentage'
         ).reverse();
 

apps/client/src/app/pages/resources/personal-finance-tools/products.ts

@@ -44,6 +44,7 @@ import { SumioPageComponent } from './products/sumio-page.component';
 import { TillerPageComponent } from './products/tiller-page.component';
 import { UtlunaPageComponent } from './products/utluna-page.component';
 import { VyzerPageComponent } from './products/vyzer-page.component';
+import { WealthfolioPageComponent } from './products/wealthfolio-page.component';
 import { WealthicaPageComponent } from './products/wealthica-page.component';
 import { WhalPageComponent } from './products/whal-page.component';
 import { YeekateePageComponent } from './products/yeekatee-page.component';
@@ -528,6 +529,14 @@ export const products: Product[] = [
     pricingPerYear: '$348',
     slogan: 'Virtual Family Office for Smart Wealth Management'
   },
+  {
+    component: WealthfolioPageComponent,
+    hasSelfHostingAbility: true,
+    key: 'wealthfolio',
+    languages: ['English'],
+    name: 'Wealthfolio',
+    slogan: 'Desktop Investment Tracker'
+  },
   {
     component: WealthicaPageComponent,
     founded: 2015,

apps/client/src/app/pages/resources/personal-finance-tools/products/wealthfolio-page.component.ts

@@ -0,0 +1,32 @@
+import { CommonModule } from '@angular/common';
+import { Component } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { RouterModule } from '@angular/router';
+
+import { products } from '../products';
+import { BaseProductPageComponent } from './base-page.component';
+
+@Component({
+  host: { class: 'page' },
+  imports: [CommonModule, MatButtonModule, RouterModule],
+  selector: 'gf-wealthfolio-page',
+  standalone: true,
+  styleUrls: ['../product-page-template.scss'],
+  templateUrl: '../product-page-template.html'
+})
+export class WealthfolioPageComponent extends BaseProductPageComponent {
+  public product1 = products.find(({ key }) => {
+    return key === 'ghostfolio';
+  });
+
+  public product2 = products.find(({ key }) => {
+    return key === 'wealthfolio';
+  });
+
+  public routerLinkAbout = ['/' + $localize`about`];
+  public routerLinkFeatures = ['/' + $localize`features`];
+  public routerLinkResourcesPersonalFinanceTools = [
+    '/' + $localize`resources`,
+    'personal-finance-tools'
+  ];
+}

apps/client/src/app/services/user/user.service.ts

@@ -47,18 +47,26 @@ export class UserService extends ObservableStore<UserStoreState> {
   }
 
   public getFilters() {
+    const filters: Filter[] = [];
     const user = this.getState().user;
 
-    return user?.settings?.isExperimentalFeatures === true
-      ? user.settings['filters.tags']
-        ? <Filter[]>[
-            {
-              id: user.settings['filters.tags'][0],
-              type: 'TAG'
-            }
-          ]
-        : []
-      : [];
+    if (user?.settings?.isExperimentalFeatures === true) {
+      if (user.settings['filters.accounts']) {
+        filters.push({
+          id: user.settings['filters.accounts'][0],
+          type: 'ACCOUNT'
+        });
+      }
+
+      if (user.settings['filters.tags']) {
+        filters.push({
+          id: user.settings['filters.tags'][0],
+          type: 'TAG'
+        });
+      }
+    }
+
+    return filters;
   }
 
   public remove() {

libs/common/src/lib/config.ts

@@ -112,6 +112,21 @@ export const QUEUE_JOB_STATUS_LIST = <JobStatus[]>[
   'waiting'
 ];
 
+export const REPLACE_NAME_PARTS = [
+  'Amundi Index Solutions -',
+  'iShares ETF (CH) -',
+  'iShares III Public Limited Company -',
+  'iShares V PLC -',
+  'iShares VI Public Limited Company -',
+  'iShares VII PLC -',
+  'Multi Units Luxembourg -',
+  'VanEck ETFs N.V. -',
+  'Vaneck Vectors Ucits Etfs Plc -',
+  'Vanguard Funds Public Limited Company -',
+  'Vanguard Index Funds -',
+  'Xtrackers (IE) Plc -'
+];
+
 export const SUPPORTED_LANGUAGE_CODES = [
   'de',
   'en',

libs/common/src/lib/interfaces/access.interface.ts

@@ -1,6 +1,10 @@
+import { AccessType } from '@ghostfolio/common/types';
+import { AccessPermission } from '@prisma/client';
+
 export interface Access {
   alias?: string;
   grantee?: string;
   id: string;
-  type: 'PRIVATE' | 'PUBLIC' | 'RESTRICTED_VIEW';
+  permissions: AccessPermission[];
+  type: AccessType;
 }

libs/common/src/lib/interfaces/user-settings.interface.ts

@@ -7,6 +7,7 @@ export interface UserSettings {
   colorScheme?: ColorScheme;
   dateRange?: DateRange;
   emergencyFund?: number;
+  'filters.accounts'?: string[];
   'filters.tags'?: string[];
   isExperimentalFeatures?: boolean;
   isRestrictedView?: boolean;

libs/common/src/lib/types/access-type.type.ts

@@ -0,0 +1 @@
+export type AccessType = 'PRIVATE' | 'PUBLIC';

libs/common/src/lib/types/index.ts

@@ -1,3 +1,4 @@
+import type { AccessType } from './access-type.type';
 import type { AccessWithGranteeUser } from './access-with-grantee-user.type';
 import type { AccountWithPlatform } from './account-with-platform.type';
 import type { AccountWithValue } from './account-with-value.type';
@@ -18,6 +19,7 @@ import type { UserWithSettings } from './user-with-settings.type';
 import type { ViewMode } from './view-mode.type';
 
 export type {
+  AccessType,
   AccessWithGranteeUser,
   AccountWithPlatform,
   AccountWithValue,

libs/common/src/lib/types/user-with-settings.type.ts

@@ -1,10 +1,11 @@
 import { UserSettings } from '@ghostfolio/common/interfaces';
 import { SubscriptionOffer } from '@ghostfolio/common/types';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription-type.type';
-import { Account, Settings, User } from '@prisma/client';
+import { Access, Account, Settings, User } from '@prisma/client';
 
 // TODO: Compare with User interface
 export type UserWithSettings = User & {
+  Access: Access[];
   Account: Account[];
   activityCount: number;
   permissions?: string[];

libs/ui/src/lib/assistant/assistant.component.ts

@@ -15,14 +15,14 @@ import {
   ViewChild,
   ViewChildren
 } from '@angular/core';
-import { FormControl } from '@angular/forms';
+import { FormBuilder, FormControl } from '@angular/forms';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { User } from '@ghostfolio/common/interfaces';
+import { Filter, User } from '@ghostfolio/common/interfaces';
 import { DateRange } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
-import { Tag } from '@prisma/client';
+import { Account, Tag } from '@prisma/client';
 import { EMPTY, Observable, Subject, lastValueFrom } from 'rxjs';
 import {
   catchError,
@@ -81,7 +81,7 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
 
   @Output() closed = new EventEmitter<void>();
   @Output() dateRangeChanged = new EventEmitter<DateRange>();
-  @Output() selectedTagChanged = new EventEmitter<Tag>();
+  @Output() filtersChanged = new EventEmitter<Filter[]>();
 
   @ViewChild('menuTrigger') menuTriggerElement: MatMenuTrigger;
   @ViewChild('search', { static: true }) searchElement: ElementRef;
@@ -91,6 +91,7 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
 
   public static readonly SEARCH_RESULTS_DEFAULT_LIMIT = 5;
 
+  public accounts: Account[] = [];
   public dateRangeFormControl = new FormControl<string>(undefined);
   public readonly dateRangeOptions = [
     { label: $localize`Today`, value: '1d' },
@@ -110,6 +111,10 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
     { label: $localize`5Y`, value: '5y' },
     { label: $localize`Max`, value: 'max' }
   ];
+  public filterForm = this.formBuilder.group({
+    account: new FormControl<string>(undefined),
+    tag: new FormControl<string>(undefined)
+  });
   public isLoading = false;
   public isOpen = false;
   public placeholder = $localize`Find holding...`;
@@ -119,7 +124,6 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
     holdings: []
   };
   public tags: Tag[] = [];
-  public tagsFormControl = new FormControl<string>(undefined);
 
   private keyManager: FocusKeyManager<AssistantListItemComponent>;
   private unsubscribeSubject = new Subject<void>();
@@ -127,12 +131,14 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
   public constructor(
     private adminService: AdminService,
     private changeDetectorRef: ChangeDetectorRef,
-    private dataService: DataService
+    private dataService: DataService,
+    private formBuilder: FormBuilder
   ) {}
 
   public ngOnInit() {
     const { tags } = this.dataService.fetchInfo();
 
+    this.accounts = this.user?.accounts;
     this.tags = tags.map(({ id, name }) => {
       return {
         id,
@@ -140,6 +146,23 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
       };
     });
 
+    this.filterForm.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ account, tag }) => {
+        this.filtersChanged.emit([
+          {
+            id: account,
+            type: 'ACCOUNT'
+          },
+          {
+            id: tag,
+            type: 'TAG'
+          }
+        ]);
+
+        this.onCloseAssistant();
+      });
+
     this.searchFormControl.valueChanges
       .pipe(
         map((searchTerm) => {
@@ -181,8 +204,15 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
 
   public ngOnChanges() {
     this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null);
-    this.tagsFormControl.setValue(
-      this.user?.settings?.['filters.tags']?.[0] ?? null
+
+    this.filterForm.setValue(
+      {
+        account: this.user?.settings?.['filters.accounts']?.[0] ?? null,
+        tag: this.user?.settings?.['filters.tags']?.[0] ?? null
+      },
+      {
+        emitEvent: false
+      }
     );
   }
 
@@ -219,16 +249,6 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
     this.closed.emit();
   }
 
-  public onTagChange() {
-    const selectedTag = this.tags.find(({ id }) => {
-      return id === this.tagsFormControl.value;
-    });
-
-    this.selectedTagChanged.emit(selectedTag);
-
-    this.onCloseAssistant();
-  }
-
   public setIsOpen(aIsOpen: boolean) {
     this.isOpen = aIsOpen;
   }

libs/ui/src/lib/assistant/assistant.html

@@ -86,57 +86,80 @@
     </div>
   </div>
 </div>
-<div
-  *ngIf="!(isLoading || searchFormControl.value) && user?.settings?.isExperimentalFeatures"
-  class="filter-container"
->
-  <mat-tab-group
-    animationDuration="0"
-    mat-align-tabs="start"
-    [mat-stretch-tabs]="false"
-    (click)="$event.stopPropagation();"
+<form [formGroup]="filterForm">
+  <div
+    *ngIf="!(isLoading || searchFormControl.value) && user?.settings?.isExperimentalFeatures"
+    class="filter-container"
   >
-    <mat-tab>
-      <ng-template mat-tab-label
-        ><ion-icon class="mr-2" name="calendar-clear-outline" /><span i18n
-          >Date Range</span
-        ></ng-template
-      >
-      <div class="p-3">
-        <mat-form-field appearance="outline" class="w-100 without-hint">
-          <mat-select
-            [formControl]="dateRangeFormControl"
-            (selectionChange)="onChangeDateRange($event.value)"
-          >
-            @for (range of dateRangeOptions; track range) {
-            <mat-option [value]="range.value">{{ range.label }}</mat-option>
-            }
-          </mat-select>
-        </mat-form-field>
-      </div>
-    </mat-tab>
-    <mat-tab>
-      <ng-template mat-tab-label
-        ><ion-icon class="mr-2" name="pricetag-outline" /><span i18n
-          >Tags</span
-        ></ng-template
-      >
-      <div class="p-3">
-        <mat-radio-group
-          color="primary"
-          [formControl]="tagsFormControl"
-          (change)="onTagChange()"
+    <mat-tab-group
+      animationDuration="0"
+      mat-align-tabs="start"
+      [mat-stretch-tabs]="false"
+      (click)="$event.stopPropagation();"
+    >
+      <mat-tab>
+        <ng-template mat-tab-label
+          ><ion-icon name="calendar-clear-outline" /><span
+            class="d-none d-sm-block ml-2"
+            i18n
+            >Date Range</span
+          ></ng-template
         >
-          <mat-radio-button class="d-flex flex-column" i18n [value]="null"
-            >No tag</mat-radio-button
-          >
-          @for (tag of tags; track tag.id) {
-          <mat-radio-button class="d-flex flex-column" [value]="tag.id"
-            >{{ tag.name }}</mat-radio-button
-          >
-          }
-        </mat-radio-group>
-      </div>
-    </mat-tab>
-  </mat-tab-group>
-</div>
+        <div class="p-3">
+          <mat-form-field appearance="outline" class="w-100 without-hint">
+            <mat-select
+              [formControl]="dateRangeFormControl"
+              (selectionChange)="onChangeDateRange($event.value)"
+            >
+              @for (range of dateRangeOptions; track range) {
+              <mat-option [value]="range.value">{{ range.label }}</mat-option>
+              }
+            </mat-select>
+          </mat-form-field>
+        </div>
+      </mat-tab>
+      <mat-tab>
+        <ng-template mat-tab-label
+          ><ion-icon name="albums-outline" /><span
+            class="d-none d-sm-block ml-2"
+            i18n
+            >Accounts</span
+          ></ng-template
+        >
+        <div class="p-3">
+          <mat-radio-group color="primary" formControlName="account">
+            <mat-radio-button class="d-flex flex-column" i18n [value]="null"
+              >No account</mat-radio-button
+            >
+            @for (account of accounts; track account.id) {
+            <mat-radio-button class="d-flex flex-column" [value]="account.id"
+              >{{ account.name }}</mat-radio-button
+            >
+            }
+          </mat-radio-group>
+        </div>
+      </mat-tab>
+      <mat-tab>
+        <ng-template mat-tab-label
+          ><ion-icon name="pricetag-outline" /><span
+            class="d-none d-sm-block ml-2"
+            i18n
+            >Tags</span
+          ></ng-template
+        >
+        <div class="p-3">
+          <mat-radio-group color="primary" formControlName="tag">
+            <mat-radio-button class="d-flex flex-column" i18n [value]="null"
+              >No tag</mat-radio-button
+            >
+            @for (tag of tags; track tag.id) {
+            <mat-radio-button class="d-flex flex-column" [value]="tag.id"
+              >{{ tag.name }}</mat-radio-button
+            >
+            }
+          </mat-radio-group>
+        </div>
+      </mat-tab>
+    </mat-tab-group>
+  </div>
+</form>

libs/ui/src/lib/assistant/assistant.scss

@@ -2,6 +2,10 @@
   display: block;
 
   .filter-container {
+    .mat-mdc-tab-group {
+      max-height: 40vh;
+    }
+
     ::ng-deep {
       label {
         margin-bottom: 0;

libs/ui/src/lib/value/value.component.html

@@ -32,7 +32,7 @@
           }"
         >
           <ng-container *ngIf="value === null">
-            <span class="text-monospace text-muted">***</span>
+            <span class="text-monospace text-muted">*****</span>
           </ng-container>
           <ng-container *ngIf="value !== null">
             {{ formattedValue }}

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.44.0",
+  "version": "2.45.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",

prisma/migrations/20240106131428_added_permissions_to_access/migration.sql

@@ -0,0 +1,5 @@
+-- CreateEnum
+CREATE TYPE "AccessPermission" AS ENUM ('READ', 'READ_RESTRICTED');
+
+-- AlterTable
+ALTER TABLE "Access" ADD COLUMN "permissions" "AccessPermission"[] DEFAULT ARRAY['READ_RESTRICTED']::"AccessPermission"[];

prisma/schema.prisma

@@ -11,31 +11,32 @@ datasource db {
 
 model Access {
   alias         String?
-  createdAt     DateTime @default(now())
+  createdAt     DateTime           @default(now())
   granteeUserId String?
-  id            String   @id @default(uuid())
-  updatedAt     DateTime @updatedAt
+  id            String             @id @default(uuid())
+  permissions   AccessPermission[] @default([READ_RESTRICTED])
+  updatedAt     DateTime           @updatedAt
   userId        String
-  GranteeUser   User?    @relation("accessGet", fields: [granteeUserId], references: [id])
-  User          User     @relation("accessGive", fields: [userId], references: [id])
+  GranteeUser   User?              @relation("accessGet", fields: [granteeUserId], references: [id])
+  User          User               @relation("accessGive", fields: [userId], references: [id])
 }
 
 model Account {
-  balance     Float            @default(0)
-  balances    AccountBalance[]
-  comment     String?
-  createdAt   DateTime         @default(now())
-  currency    String?
-  id          String           @default(uuid())
-  isDefault   Boolean          @default(false)
-  isExcluded  Boolean          @default(false)
-  name        String?
-  platformId  String?
-  updatedAt   DateTime         @updatedAt
-  userId      String
-  Platform    Platform?        @relation(fields: [platformId], references: [id])
-  User        User             @relation(fields: [userId], references: [id])
-  Order       Order[]
+  balance    Float            @default(0)
+  balances   AccountBalance[]
+  comment    String?
+  createdAt  DateTime         @default(now())
+  currency   String?
+  id         String           @default(uuid())
+  isDefault  Boolean          @default(false)
+  isExcluded Boolean          @default(false)
+  name       String?
+  platformId String?
+  updatedAt  DateTime         @updatedAt
+  userId     String
+  Platform   Platform?        @relation(fields: [platformId], references: [id])
+  User       User             @relation(fields: [userId], references: [id])
+  Order      Order[]
 
   @@id([id, userId])
 }
@@ -196,6 +197,11 @@ model User {
   Subscription  Subscription[]
 }
 
+enum AccessPermission {
+  READ
+  READ_RESTRICTED
+}
+
 enum AssetClass {
   CASH
   COMMODITY