Release 2.18.0 (#2600)

* Fix get quotes in CoinGecko service

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>

.github/workflows/docker-image.yml

@@ -21,6 +21,7 @@ jobs:
         with:
           images: ghostfolio/ghostfolio
           tags: |
+            type=semver,pattern={{major}}
             type=semver,pattern={{version}}
 
       - name: Set up QEMU

.gitignore

@@ -27,6 +27,7 @@
 /.angular/cache
 .env
 .env.prod
+.nx/cache
 /.sass-cache
 /connect.lock
 /coverage

.prettierignore

@@ -1,2 +1,3 @@
+/.nx/cache
 /dist
 /test/import

CHANGELOG.md

@@ -5,12 +5,186 @@ 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).
 
+## 2.18.0 - 2023-11-05
+
+### Added
+
+- Added support to import activities by `isin` in the _Yahoo Finance_ service
+- Added a new tag with the major version to the docker image on _Docker Hub_
+- Added a blog post: _Hacktoberfest 2023 Debriefing_
+
+### Changed
+
+- Upgraded `angular` from version `16.2.1` to `16.2.12`
+
+### Fixed
+
+- Fixed an issue to get quotes in the _CoinGecko_ service
+- Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`)
+- Handled an issue with a failing database query (`account.findMany()`) related to activities without account
+
+## 2.17.0 - 2023-11-02
+
+### Added
+
+- Added a button to edit the exchange rates in the admin control panel
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed an issue in the biometric authentication
+- Fixed the alignment of the icons in various menus
+
+## 2.16.0 - 2023-10-29
+
+### Changed
+
+- Improved 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
+- Improved the date parsing in the import historical market data of the admin control panel
+- Improved the localized meta data (keywords) in `html` files
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.4.2` to `5.5.2`
+
+## 2.15.0 - 2023-10-26
+
+### Added
+
+- Added support to edit the name, asset class and asset sub class of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel
+
+### Changed
+
+- Improved the style and wording of the position detail dialog
+- Improved the validation in the activities import (expects positive values for `fee`, `quantity` and `unitPrice`)
+- Improved the validation in the cash balance transfer from one to another account (expects a positive value)
+- Changed the currency selector in the create or update account dialog to `@angular/material/autocomplete`
+- Upgraded `Nx` from version `16.7.4` to `17.0.2`
+- Upgraded `uuid` from version `9.0.0` to `9.0.1`
+- Upgraded `yahoo-finance2` from version `2.8.0` to `2.8.1`
+
+### Fixed
+
+- Fixed the chart in the account detail dialog for accounts excluded from analysis
+- Verified the current benchmark before loading it on the analysis page
+
+## 2.14.0 - 2023-10-21
+
+### Added
+
+- Added the _OpenFIGI_ data enhancer for _Financial Instrument Global Identifier_ (FIGI)
+- Added `figi`, `figiComposite` and `figiShareClass` to the asset profile model
+
+### Changed
+
+- Moved the fees on account level feature from experimental to general availability
+- Moved the interest on account level feature from experimental to general availability
+- Moved the search for a holding from experimental to general availability
+- Improved the error message in the activities import for `csv` files
+- Removed the application version from the client
+- Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel
+
+### Fixed
+
+- Fixed the style of the active page in the header navigation
+- Trimmed text in `i18n` service to query `messages.*.xlf` files on the server
+
+## 2.13.0 - 2023-10-20
+
+### Added
+
+- Added a chart to the account detail dialog
+- Added an `i18n` service to query `messages.*.xlf` files on the server
+
+### Changed
+
+- Changed the users table in the admin control panel to an `@angular/material` data table
+- Improved the styling of the membership status
+
+### Fixed
+
+- Fixed an issue where holdings were requested twice from the server
+
+## 2.12.0 - 2023-10-17
+
+### Added
+
+- Added the endpoint `GET api/v1/account/:id/balances` which provides historical cash balances
+- Added support to search for an asset profile by `isin`, `name` and `symbol` as an administrator (experimental)
+- Added support for creating asset profiles with `MANUAL` data source
+
+### Changed
+
+- Changed the checkboxes to slide toggles in the user settings of the user account page
+- Extended the `copy-assets` `Nx` target to copy the locales to the server’s assets
+- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `5.2.1` to `8.3`
+
+### Fixed
+
+- Displayed the transfer cash balance button based on a permission
+- Fixed the biometric authentication
+- Fixed the query to get asset profiles that match both the `dataSource` and `symbol` values
+
+## 2.11.0 - 2023-10-14
+
+### 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)
+- Added support to import historical market data in the admin control panel
+
+### Changed
+
+- Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.3.1` to `5.4.2`
+
+### Fixed
+
+- Fixed `FEE` and `INTEREST` types in the activities import of `csv` files
+- Fixed the displayed currency of the cash balance in the create or update account dialog
+
+## 2.10.0 - 2023-10-09
+
+### Added
+
+- Supported enter key press to submit the form of the create or update access dialog
+
+### Changed
+
+- Improved the display of the results in the search for a holding
+- Changed the queue jobs view in the admin control panel to an `@angular/material` data table
+- Improved the symbol conversion in the _EOD Historical Data_ service
+
+## 2.9.0 - 2023-10-08
+
+### Added
+
+- Added support to search for a holding by `isin`, `name` and `symbol` (experimental)
+- Added support for notes in the activities import
+- Added support to search in the platform selector of the create or update account dialog
+- Added support for a search query in the portfolio position endpoint
+- Added the application version to the endpoint `GET api/v1/admin`
+- Introduced a carousel component for the testimonial section on the landing page
+
+### Changed
+
+- Displayed the link to the markets overview on the home page without any permission
+
+### Fixed
+
+- Fixed the style of the active features page in the navigation on desktop
+
 ## 2.8.0 - 2023-10-03
 
 ### Added
 
 - Supported enter key press to submit the form of the create or update account dialog
-- Added the version to the admin control panel
+- Added the application version to the admin control panel
 - Added pagination parameters (`skip`, `take`) to the endpoint `GET api/v1/order`
 
 ### Changed
@@ -76,13 +250,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Improved the preselected currency based on the account's currency in the create or edit activity dialog
+- Improved the preselected currency based on the account’s currency in the create or edit activity dialog
 - Unlocked the experimental features setting for all users
 - Upgraded `prisma` from version `5.2.0` to `5.3.1`
 
 ### Fixed
 
-- Fixed a memory leak related to the server's timezone (behind UTC) in the data gathering
+- Fixed a memory leak related to the server’s timezone (behind UTC) in the data gathering
 
 ## 2.3.0 - 2023-09-17
 
@@ -233,7 +407,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Optimized the activities import by allowing a different currency than the asset's official one
+- Optimized the activities import by allowing a different currency than the asset’s official one
 - Added a timeout to the _EOD Historical Data_ requests
 - Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service
 
@@ -740,7 +914,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
-- Persisted today's market data continuously
+- Persisted today’s market data continuously
 
 ### Fixed
 
@@ -974,7 +1148,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Filtered activities with type `ITEM` from search results
-- Considered the user's language in the _Stripe_ checkout
+- Considered the user’s language in the _Stripe_ checkout
 - Upgraded the _Stripe_ dependencies
 - Upgraded `twitter-api-v2` from version `1.10.3` to `1.14.2`
 
@@ -2648,7 +2822,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Moved the countries and sectors charts in the position detail dialog
-- Distinguished today's data point of historical data in the admin control panel
+- Distinguished today’s data point of historical data in the admin control panel
 - Restructured the server modules
 
 ### Fixed

DEVELOPMENT.md

@@ -1,5 +1,17 @@
 # Ghostfolio Development Guide
 
+## Experimental Features
+
+New functionality can be enabled using a feature flag switch from the user settings.
+
+### Backend
+
+Remove permission in `UserService` using `without()`
+
+### Frontend
+
+Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
+
 ## Git
 
 ### Rebase
@@ -8,6 +20,12 @@
 
 ## Dependencies
 
+### Angular
+
+#### Upgrade (minor versions)
+
+1. Run `npx npm-check-updates --upgrade --target "minor" --filter "/@angular.*/"`
+
 ### Nx
 
 #### Upgrade
@@ -18,6 +36,12 @@
 
 ### Prisma
 
+#### Access database via GUI
+
+Run `yarn database:gui`
+
+https://www.prisma.io/studio
+
 #### Synchronize schema with database for prototyping
 
 Run `yarn database:push`

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

@@ -8,4 +8,8 @@ export class CreateAccessDto {
   @IsOptional()
   @IsString()
   granteeUserId?: string;
+
+  @IsOptional()
+  @IsString()
+  type?: 'PUBLIC';
 }

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

@@ -1,8 +1,12 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
+import { AccountBalanceService } from '@ghostfolio/api/services/account-balance/account-balance.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
-import { Accounts } from '@ghostfolio/common/interfaces';
+import {
+  AccountBalancesResponse,
+  Accounts
+} from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
   AccountWithValue,
@@ -29,11 +33,13 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AccountService } from './account.service';
 import { CreateAccountDto } from './create-account.dto';
+import { TransferBalanceDto } from './transfer-balance.dto';
 import { UpdateAccountDto } from './update-account.dto';
 
 @Controller('account')
 export class AccountController {
   public constructor(
+    private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
@@ -115,6 +121,18 @@ export class AccountController {
     return accountsWithAggregations.accounts[0];
   }
 
+  @Get(':id/balances')
+  @UseGuards(AuthGuard('jwt'))
+  @UseInterceptors(RedactValuesInResponseInterceptor)
+  public async getAccountBalancesById(
+    @Param('id') id: string
+  ): Promise<AccountBalancesResponse> {
+    return this.accountBalanceService.getAccountBalances({
+      accountId: id,
+      userId: this.request.user.id
+    });
+  }
+
   @Post()
   @UseGuards(AuthGuard('jwt'))
   public async createAccount(
@@ -154,6 +172,68 @@ export class AccountController {
     }
   }
 
+  @Post('transfer-balance')
+  @UseGuards(AuthGuard('jwt'))
+  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
+    );
+
+    const accountFrom = accountsOfUser.find(({ id }) => {
+      return id === accountIdFrom;
+    });
+
+    const accountTo = accountsOfUser.find(({ id }) => {
+      return id === accountIdTo;
+    });
+
+    if (!accountFrom || !accountTo) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.NOT_FOUND),
+        StatusCodes.NOT_FOUND
+      );
+    }
+
+    if (accountFrom.id === accountTo.id) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    if (accountFrom.balance < balance) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    await this.accountService.updateAccountBalance({
+      accountId: accountFrom.id,
+      amount: -balance,
+      currency: accountFrom.currency,
+      userId: this.request.user.id
+    });
+
+    await this.accountService.updateAccountBalance({
+      accountId: accountTo.id,
+      amount: balance,
+      currency: accountFrom.currency,
+      userId: this.request.user.id
+    });
+  }
+
   @Put(':id')
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {

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

@@ -109,7 +109,7 @@ export class AccountService {
     });
   }
 
-  public async getAccounts(aUserId: string) {
+  public async getAccounts(aUserId: string): Promise<Account[]> {
     const accounts = await this.accounts({
       include: { Order: true, Platform: true },
       orderBy: { name: 'asc' },
@@ -218,13 +218,13 @@ export class AccountService {
     accountId,
     amount,
     currency,
-    date,
+    date = new Date(),
     userId
   }: {
     accountId: string;
     amount: number;
     currency: string;
-    date: Date;
+    date?: Date;
     userId: string;
   }) {
     const { balance, currency: currencyOfAccount } = await this.account({

apps/api/src/app/account/transfer-balance.dto.ts

@@ -0,0 +1,13 @@
+import { IsNumber, IsPositive, IsString } from 'class-validator';
+
+export class TransferBalanceDto {
+  @IsString()
+  accountIdFrom: string;
+
+  @IsString()
+  accountIdTo: string;
+
+  @IsNumber()
+  @IsPositive()
+  balance: number;
+}

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

@@ -1,19 +1,21 @@
 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 { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import {
-  DEFAULT_PAGE_SIZE,
   GATHER_ASSET_PROFILE_PROCESS,
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
-import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import {
+  getAssetProfileIdentifier,
+  resetHours
+} from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
-  EnhancedSymbolProfile,
-  Filter
+  EnhancedSymbolProfile
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type {
@@ -43,12 +45,14 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
 import { UpdateAssetProfileDto } from './update-asset-profile.dto';
+import { UpdateBulkMarketDataDto } from './update-bulk-market-data.dto';
 import { UpdateMarketDataDto } from './update-market-data.dto';
 
 @Controller('admin')
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
+    private readonly apiService: ApiService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
@@ -254,6 +258,7 @@ export class AdminController {
   public async getMarketData(
     @Query('assetSubClasses') filterByAssetSubClasses?: string,
     @Query('presetId') presetId?: MarketDataPreset,
+    @Query('query') filterBySearchQuery?: string,
     @Query('skip') skip?: number,
     @Query('sortColumn') sortColumn?: string,
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
@@ -271,16 +276,10 @@ export class AdminController {
       );
     }
 
-    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
-
-    const filters: Filter[] = [
-      ...assetSubClasses.map((assetSubClass) => {
-        return <Filter>{
-          id: assetSubClass,
-          type: 'ASSET_SUB_CLASS'
-        };
-      })
-    ];
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAssetSubClasses,
+      filterBySearchQuery
+    });
 
     return this.adminService.getMarketData({
       filters,
@@ -313,6 +312,43 @@ export class AdminController {
     return this.adminService.getMarketDataBySymbol({ dataSource, symbol });
   }
 
+  @Post('market-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  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,
+        marketPrice,
+        symbol,
+        date: resetHours(parseISO(date)),
+        state: 'CLOSE'
+      })
+    );
+
+    return this.marketDataService.updateMany({
+      data: dataBulkUpdate
+    });
+  }
+
+  /**
+   * @deprecated
+   */
   @Put('market-data/:dataSource/:symbol/:dateString')
   @UseGuards(AuthGuard('jwt'))
   public async update(
@@ -365,8 +401,11 @@ export class AdminController {
         StatusCodes.FORBIDDEN
       );
     }
-
-    return this.adminService.addAssetProfile({ dataSource, symbol });
+    return this.adminService.addAssetProfile({
+      dataSource,
+      symbol,
+      currency: this.request.user.Settings.settings.baseCurrency
+    });
   }
 
   @Delete('profile-data/:dataSource/:symbol')

apps/api/src/app/admin/admin.module.ts

@@ -1,4 +1,5 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
+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';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -15,6 +16,7 @@ import { QueueModule } from './queue/queue.module';
 
 @Module({
   imports: [
+    ApiModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,

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

@@ -1,4 +1,5 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { environment } from '@ghostfolio/api/environments/environment';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -22,7 +23,13 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { MarketDataPreset } from '@ghostfolio/common/types';
 import { BadRequestException, Injectable } from '@nestjs/common';
-import { AssetSubClass, Prisma, Property, SymbolProfile } from '@prisma/client';
+import {
+  AssetSubClass,
+  DataSource,
+  Prisma,
+  Property,
+  SymbolProfile
+} from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 import { groupBy } from 'lodash';
 
@@ -40,10 +47,19 @@ export class AdminService {
   ) {}
 
   public async addAssetProfile({
+    currency,
     dataSource,
     symbol
-  }: UniqueAsset): Promise<SymbolProfile | never> {
+  }: UniqueAsset & { currency?: string }): Promise<SymbolProfile | never> {
     try {
+      if (dataSource === 'MANUAL') {
+        return this.symbolProfileService.add({
+          currency,
+          dataSource,
+          symbol
+        });
+      }
+
       const assetProfiles = await this.dataProviderService.getAssetProfiles([
         { dataSource, symbol }
       ]);
@@ -84,9 +100,17 @@ export class AdminService {
           return currency !== DEFAULT_CURRENCY;
         })
         .map((currency) => {
+          const label1 = DEFAULT_CURRENCY;
+          const label2 = currency;
+
           return {
-            label1: DEFAULT_CURRENCY,
-            label2: currency,
+            label1,
+            label2,
+            dataSource:
+              DataSource[
+                this.configurationService.get('DATA_SOURCE_EXCHANGE_RATES')
+              ],
+            symbol: `${label1}${label2}`,
             value: this.exchangeRateDataService.toCurrency(
               1,
               DEFAULT_CURRENCY,
@@ -97,7 +121,8 @@ export class AdminService {
       settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
-      users: await this.getUsersWithAnalytics()
+      users: await this.getUsersWithAnalytics(),
+      version: environment.version
     };
   }
 
@@ -129,10 +154,14 @@ export class AdminService {
       filters = [{ id: 'ETF', type: 'ASSET_SUB_CLASS' }];
     }
 
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
     const { ASSET_SUB_CLASS: filtersByAssetSubClass } = groupBy(
       filters,
-      (filter) => {
-        return filter.type;
+      ({ type }) => {
+        return type;
       }
     );
 
@@ -145,6 +174,14 @@ export class AdminService {
       where.assetSubClass = AssetSubClass[filtersByAssetSubClass[0].id];
     }
 
+    if (searchQuery) {
+      where.OR = [
+        { isin: { mode: 'insensitive', startsWith: searchQuery } },
+        { name: { mode: 'insensitive', startsWith: searchQuery } },
+        { symbol: { mode: 'insensitive', startsWith: searchQuery } }
+      ];
+    }
+
     if (sortColumn) {
       orderBy = [{ [sortColumn]: sortDirection }];
 
@@ -171,7 +208,9 @@ export class AdminService {
           assetSubClass: true,
           comment: true,
           countries: true,
+          currency: true,
           dataSource: true,
+          name: true,
           Order: {
             orderBy: [{ date: 'asc' }],
             select: { date: true },
@@ -192,7 +231,9 @@ export class AdminService {
         assetSubClass,
         comment,
         countries,
+        currency,
         dataSource,
+        name,
         Order,
         sectors,
         symbol
@@ -211,8 +252,10 @@ export class AdminService {
           assetClass,
           assetSubClass,
           comment,
+          currency,
           countriesCount,
           dataSource,
+          name,
           symbol,
           marketDataItemCount,
           sectorsCount,
@@ -274,15 +317,21 @@ export class AdminService {
   }
 
   public async patchAssetProfileData({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
+      assetClass,
+      assetSubClass,
       comment,
       dataSource,
+      name,
       scraperConfiguration,
       symbol,
       symbolMapping
@@ -339,6 +388,8 @@ export class AdminService {
           symbol,
           assetClass: 'CASH',
           countriesCount: 0,
+          currency: symbol.replace(DEFAULT_CURRENCY, ''),
+          name: symbol,
           sectorsCount: 0
         };
       });

apps/api/src/app/admin/update-asset-profile.dto.ts

@@ -1,11 +1,23 @@
-import { Prisma } from '@prisma/client';
-import { IsObject, IsOptional, IsString } from 'class-validator';
+import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
+import { IsEnum, IsObject, IsOptional, IsString } from 'class-validator';
 
 export class UpdateAssetProfileDto {
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
+
   @IsString()
   @IsOptional()
   comment?: string;
 
+  @IsString()
+  @IsOptional()
+  name?: string;
+
   @IsObject()
   @IsOptional()
   scraperConfiguration?: Prisma.InputJsonObject;

apps/api/src/app/admin/update-bulk-market-data.dto.ts

@@ -0,0 +1,11 @@
+import { Type } from 'class-transformer';
+import { ArrayNotEmpty, IsArray, isNotEmptyObject } from 'class-validator';
+
+import { UpdateMarketDataDto } from './update-market-data.dto';
+
+export class UpdateBulkMarketDataDto {
+  @ArrayNotEmpty()
+  @IsArray()
+  @Type(() => UpdateMarketDataDto)
+  marketData: UpdateMarketDataDto[];
+}

apps/api/src/app/admin/update-market-data.dto.ts

@@ -1,6 +1,10 @@
-import { IsNumber } from 'class-validator';
+import { IsISO8601, IsNumber, IsOptional } from 'class-validator';
 
 export class UpdateMarketDataDto {
+  @IsISO8601()
+  @IsOptional()
+  date?: string;
+
   @IsNumber()
   marketPrice: number;
 }

apps/api/src/app/auth/web-auth.service.ts

@@ -64,7 +64,7 @@ export class WebAuthService {
       }
     };
 
-    const options = generateRegistrationOptions(opts);
+    const options = await generateRegistrationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -88,10 +88,16 @@ export class WebAuthService {
     let verification: VerifiedRegistrationResponse;
     try {
       const opts: VerifyRegistrationResponseOpts = {
-        credential,
         expectedChallenge,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
       verification = await verifyRegistrationResponse(opts);
     } catch (error) {
@@ -117,8 +123,8 @@ export class WebAuthService {
          */
         existingDevice = await this.deviceService.createAuthDevice({
           counter,
-          credentialPublicKey,
-          credentialId: credentialID,
+          credentialId: Buffer.from(credentialID),
+          credentialPublicKey: Buffer.from(credentialPublicKey),
           User: { connect: { id: user.id } }
         });
       }
@@ -152,7 +158,7 @@ export class WebAuthService {
       userVerification: 'preferred'
     };
 
-    const options = generateAuthenticationOptions(opts);
+    const options = await generateAuthenticationOptions(opts);
 
     await this.userService.updateUser({
       data: {
@@ -181,7 +187,6 @@ export class WebAuthService {
     let verification: VerifiedAuthenticationResponse;
     try {
       const opts: VerifyAuthenticationResponseOpts = {
-        credential,
         authenticator: {
           credentialID: device.credentialId,
           credentialPublicKey: device.credentialPublicKey,
@@ -189,9 +194,16 @@ export class WebAuthService {
         },
         expectedChallenge: `${user.authChallenge}`,
         expectedOrigin: this.expectedOrigin,
-        expectedRPID: this.rpID
+        expectedRPID: this.rpID,
+        response: {
+          clientExtensionResults: credential.clientExtensionResults,
+          id: credential.id,
+          rawId: credential.rawId,
+          response: credential.response,
+          type: 'public-key'
+        }
       };
-      verification = verifyAuthenticationResponse(opts);
+      verification = await verifyAuthenticationResponse(opts);
     } catch (error) {
       Logger.error(error, 'WebAuthService');
       throw new InternalServerErrorException({ error: error.message });

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

@@ -64,7 +64,7 @@ export class BenchmarkService {
 
     const benchmarkAssetProfiles = await this.getBenchmarkAssetProfiles();
 
-    const promises: Promise<number>[] = [];
+    const promises: Promise<{ date: Date; marketPrice: number }>[] = [];
 
     const quotes = await this.dataProviderService.getQuotes({
       items: benchmarkAssetProfiles.map(({ dataSource, symbol }) => {
@@ -85,15 +85,14 @@ export class BenchmarkService {
 
       let performancePercentFromAllTimeHigh = 0;
 
-      if (allTimeHigh && marketPrice) {
+      if (allTimeHigh?.marketPrice && marketPrice) {
         performancePercentFromAllTimeHigh = this.calculateChangeInPercentage(
-          allTimeHigh,
+          allTimeHigh.marketPrice,
           marketPrice
         );
       } else {
         storeInCache = false;
       }
-
       return {
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
@@ -101,6 +100,7 @@ export class BenchmarkService {
         name: benchmarkAssetProfiles[index].name,
         performances: {
           allTimeHigh: {
+            date: allTimeHigh.date,
             performancePercent: performancePercentFromAllTimeHigh
           }
         }

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

@@ -83,6 +83,7 @@ export class ImportService {
 
         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)) &&
@@ -280,6 +281,9 @@ export class ImportService {
         createdAt,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         id,
         isin,
         name,
@@ -350,6 +354,9 @@ export class ImportService {
             createdAt,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             id,
             isin,
             name,
@@ -476,6 +483,7 @@ export class ImportService {
         const date = parseISO(<string>(<unknown>dateString));
         const isDuplicate = existingActivities.some((activity) => {
           return (
+            activity.accountId === accountId &&
             activity.SymbolProfile.currency === currency &&
             activity.SymbolProfile.dataSource === dataSource &&
             isSameDay(activity.date, date) &&
@@ -509,6 +517,9 @@ export class ImportService {
             comment: null,
             countries: null,
             createdAt: undefined,
+            figi: null,
+            figiComposite: null,
+            figiShareClass: null,
             id: undefined,
             isin: null,
             name: null,

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

@@ -55,12 +55,8 @@ export class InfoService {
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
     let isReadOnlyMode: boolean;
-    const platforms = (
-      await this.platformService.getPlatforms({
-        orderBy: { name: 'asc' }
-      })
-    ).map(({ id, name }) => {
-      return { id, name };
+    const platforms = await this.platformService.getPlatforms({
+      orderBy: { name: 'asc' }
     });
     let systemMessage: string;
 

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

@@ -13,7 +13,8 @@ import {
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -48,9 +49,11 @@ export class CreateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -64,6 +67,7 @@ export class CreateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 
   @IsBoolean()

apps/api/src/app/order/update-order.dto.ts

@@ -8,12 +8,12 @@ import {
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
-  IsBoolean,
   IsEnum,
   IsISO8601,
   IsNumber,
   IsOptional,
-  IsString
+  IsString,
+  Min
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -47,12 +47,14 @@ export class UpdateOrderDto {
   date: string;
 
   @IsNumber()
+  @Min(0)
   fee: number;
 
   @IsString()
   id: string;
 
   @IsNumber()
+  @Min(0)
   quantity: number;
 
   @IsString()
@@ -66,5 +68,6 @@ export class UpdateOrderDto {
   type: Type;
 
   @IsNumber()
+  @Min(0)
   unitPrice: number;
 }

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

@@ -323,7 +323,8 @@ export class PortfolioController {
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string
+    @Query('tags') filterByTags?: string,
+    @Query('withExcludedAccounts') withExcludedAccounts = false
   ): Promise<PortfolioPerformanceResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
@@ -335,6 +336,7 @@ export class PortfolioController {
       dateRange,
       filters,
       impersonationId,
+      withExcludedAccounts,
       userId: this.request.user.id
     });
 
@@ -391,12 +393,14 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('query') filterBySearchQuery?: string,
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioPositions> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterBySearchQuery,
       filterByTags
     });
 

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

@@ -372,20 +372,23 @@ export class PortfolioService {
     filters,
     impersonationId,
     userCurrency,
-    userId
+    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
+        userId,
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1014,6 +1017,9 @@ export class PortfolioService {
     filters?: Filter[];
     impersonationId: string;
   }): Promise<{ hasErrors: boolean; positions: Position[] }> {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
     const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
@@ -1042,9 +1048,9 @@ export class PortfolioService {
     const currentPositions =
       await portfolioCalculator.getCurrentPositions(startDate);
 
-    const positions = currentPositions.positions.filter(
-      (item) => !item.quantity.eq(0)
-    );
+    let positions = currentPositions.positions.filter(({ quantity }) => {
+      return !quantity.eq(0);
+    });
 
     const dataGatheringItems = positions.map(({ dataSource, symbol }) => {
       return {
@@ -1067,12 +1073,25 @@ export class PortfolioService {
       symbolProfileMap[symbolProfile.symbol] = symbolProfile;
     }
 
+    if (searchQuery) {
+      positions = positions.filter(({ symbol }) => {
+        const enhancedSymbolProfile = symbolProfileMap[symbol];
+
+        return (
+          enhancedSymbolProfile.isin?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.name?.toLowerCase().startsWith(searchQuery) ||
+          enhancedSymbolProfile.symbol?.toLowerCase().startsWith(searchQuery)
+        );
+      });
+    }
+
     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:
@@ -1094,12 +1113,14 @@ export class PortfolioService {
     dateRange = 'max',
     filters,
     impersonationId,
-    userId
+    userId,
+    withExcludedAccounts = false
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
     impersonationId: string;
     userId: string;
+    withExcludedAccounts?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
@@ -1108,7 +1129,8 @@ export class PortfolioService {
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
         filters,
-        userId
+        userId,
+        withExcludedAccounts
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -1158,7 +1180,8 @@ export class PortfolioService {
       filters,
       impersonationId,
       userCurrency,
-      userId
+      userId,
+      withExcludedAccounts
     });
 
     const itemOfToday = historicalDataContainer.items.find((item) => {
@@ -1747,7 +1770,7 @@ export class PortfolioService {
     filters,
     includeDrafts = false,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     includeDrafts?: boolean;
@@ -1835,7 +1858,7 @@ export class PortfolioService {
     portfolioItemsNow,
     userCurrency,
     userId,
-    withExcludedAccounts
+    withExcludedAccounts = false
   }: {
     filters?: Filter[];
     orders: OrderWithAccount[];
@@ -1869,9 +1892,13 @@ export class PortfolioService {
       });
     } else {
       const accountIds = uniq(
-        orders.map(({ accountId }) => {
-          return accountId;
-        })
+        orders
+          .filter(({ accountId }) => {
+            return accountId;
+          })
+          .map(({ accountId }) => {
+            return accountId;
+          })
       );
 
       currentAccounts = await this.accountService.accounts({

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

@@ -104,7 +104,7 @@ export class SubscriptionController {
     response.redirect(
       `${this.configurationService.get(
         'ROOT_URL'
-      )}/${DEFAULT_LANGUAGE_CODE}/account`
+      )}/${DEFAULT_LANGUAGE_CODE}/account/membership`
     );
   }
 

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

@@ -163,6 +163,13 @@ export class UserService {
 
     let currentPermissions = getPermissions(user.role);
 
+    if (!(user.Settings.settings as UserSettings).isExperimentalFeatures) {
+      // currentPermissions = without(
+      //   currentPermissions,
+      //   permissions.xyz
+      // );
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       user.subscription =
         this.subscriptionService.getSubscription(Subscription);

apps/api/src/assets/sitemap.xml

@@ -54,10 +54,22 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -82,6 +94,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -94,6 +110,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -134,6 +154,10 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -166,6 +190,14 @@
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -274,6 +306,10 @@
     <loc>https://ghostfol.io/en/blog/2023/09/hacktoberfest-2023</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2023/11/hacktoberfest-2023-debriefing</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/faq</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -308,10 +344,22 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -336,6 +384,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -348,6 +400,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -388,6 +444,10 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -420,6 +480,14 @@
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -590,12 +658,24 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
-    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-campmon</loc>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <url>
@@ -618,6 +698,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -630,6 +714,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -670,6 +758,10 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -702,6 +794,14 @@
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -718,10 +818,22 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-8figures</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-altoo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-beanvest</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capitally</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-capmon</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -746,6 +858,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finary</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-finwise</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-folishare</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -758,6 +874,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-intuit-mint</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-justetf</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -798,6 +918,10 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-rocket-money</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-seeking-alpha</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -830,6 +954,14 @@
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>

apps/api/src/helper/object.helper.ts

@@ -3,7 +3,7 @@ import { cloneDeep, isArray, isObject } from 'lodash';
 
 export function hasNotDefinedValuesInObject(aObject: Object): boolean {
   for (const key in aObject) {
-    if (aObject[key] === null || aObject[key] === null) {
+    if (aObject[key] === null || aObject[key] === undefined) {
       return true;
     } else if (isObject(aObject[key])) {
       return hasNotDefinedValuesInObject(aObject[key]);

apps/api/src/middlewares/html-template.middleware.ts

@@ -2,6 +2,7 @@ import * as fs from 'fs';
 import { join } from 'path';
 
 import { environment } from '@ghostfolio/api/environments/environment';
+import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
 import {
   DEFAULT_LANGUAGE_CODE,
   DEFAULT_ROOT_URL,
@@ -11,22 +12,12 @@ import { DATE_FORMAT, interpolate } from '@ghostfolio/common/helper';
 import { format } from 'date-fns';
 import { NextFunction, Request, Response } from 'express';
 
-const descriptions = {
-  de: 'Mit dem Finanz-Dashboard Ghostfolio können Sie Ihr Vermögen in Form von Aktien, ETFs oder Kryptowährungen verteilt über mehrere Finanzinstitute überwachen.',
-  en: 'Ghostfolio is a personal finance dashboard to keep track of your assets like stocks, ETFs or cryptocurrencies across multiple platforms.',
-  es: 'Ghostfolio es un dashboard de finanzas personales para hacer un seguimiento de tus activos como acciones, ETFs o criptodivisas a través de múltiples plataformas.',
-  fr: 'Ghostfolio est un dashboard de finances personnelles qui permet de suivre vos actifs comme les actions, les ETF ou les crypto-monnaies sur plusieurs plateformes.',
-  it: 'Ghostfolio è un dashboard di finanza personale per tenere traccia delle vostre attività come azioni, ETF o criptovalute su più piattaforme.',
-  nl: 'Ghostfolio is een persoonlijk financieel dashboard om uw activa zoals aandelen, ETF’s of cryptocurrencies over meerdere platforms bij te houden.',
-  pt: 'Ghostfolio é um dashboard de finanças pessoais para acompanhar os seus activos como acções, ETFs ou criptomoedas em múltiplas plataformas.',
-  tr: 'Ghostfolio, hisse senetleri, ETF’ler veya kripto para birimleri gibi varlıklarınızı birden fazla platformda takip etmenizi sağlayan bir kişisel finans panosudur.'
-};
-
-const title = 'Ghostfolio – Open Source Wealth Management Software';
-const titleShort = 'Ghostfolio';
+const i18nService = new I18nService();
 
 let indexHtmlMap: { [languageCode: string]: string } = {};
 
+const title = 'Ghostfolio';
+
 try {
   indexHtmlMap = SUPPORTED_LANGUAGE_CODES.reduce(
     (map, languageCode) => ({
@@ -43,47 +34,51 @@ try {
 const locales = {
   '/de/blog/2023/01/ghostfolio-auf-sackgeld-vorgestellt': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-x-sackgeld.png',
-    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${titleShort}`
+    title: `Ghostfolio auf Sackgeld.com vorgestellt - ${title}`
   },
   '/en/blog/2022/08/500-stars-on-github': {
     featureGraphicPath: 'assets/images/blog/500-stars-on-github.jpg',
-    title: `500 Stars - ${titleShort}`
+    title: `500 Stars - ${title}`
   },
   '/en/blog/2022/10/hacktoberfest-2022': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2022.png',
-    title: `Hacktoberfest 2022 - ${titleShort}`
+    title: `Hacktoberfest 2022 - ${title}`
   },
   '/en/blog/2022/12/the-importance-of-tracking-your-personal-finances': {
     featureGraphicPath: 'assets/images/blog/20221226.jpg',
-    title: `The importance of tracking your personal finances - ${titleShort}`
+    title: `The importance of tracking your personal finances - ${title}`
   },
   '/en/blog/2023/02/ghostfolio-meets-umbrel': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-x-umbrel.png',
-    title: `Ghostfolio meets Umbrel - ${titleShort}`
+    title: `Ghostfolio meets Umbrel - ${title}`
   },
   '/en/blog/2023/03/ghostfolio-reaches-1000-stars-on-github': {
     featureGraphicPath: 'assets/images/blog/1000-stars-on-github.jpg',
-    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${titleShort}`
+    title: `Ghostfolio reaches 1’000 Stars on GitHub - ${title}`
   },
   '/en/blog/2023/05/unlock-your-financial-potential-with-ghostfolio': {
     featureGraphicPath: 'assets/images/blog/20230520.jpg',
-    title: `Unlock your Financial Potential with Ghostfolio - ${titleShort}`
+    title: `Unlock your Financial Potential with Ghostfolio - ${title}`
   },
   '/en/blog/2023/07/exploring-the-path-to-fire': {
     featureGraphicPath: 'assets/images/blog/20230701.jpg',
-    title: `Exploring the Path to FIRE - ${titleShort}`
+    title: `Exploring the Path to FIRE - ${title}`
   },
   '/en/blog/2023/08/ghostfolio-joins-oss-friends': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-joins-oss-friends.png',
-    title: `Ghostfolio joins OSS Friends - ${titleShort}`
+    title: `Ghostfolio joins OSS Friends - ${title}`
   },
   '/en/blog/2023/09/ghostfolio-2': {
     featureGraphicPath: 'assets/images/blog/ghostfolio-2.jpg',
-    title: `Announcing Ghostfolio 2.0 - ${titleShort}`
+    title: `Announcing Ghostfolio 2.0 - ${title}`
   },
   '/en/blog/2023/09/hacktoberfest-2023': {
     featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
-    title: `Hacktoberfest 2023 - ${titleShort}`
+    title: `Hacktoberfest 2023 - ${title}`
+  },
+  '/en/blog/2023/11/hacktoberfest-2023-debriefing': {
+    featureGraphicPath: 'assets/images/blog/hacktoberfest-2023.png',
+    title: `Hacktoberfest 2023 Debriefing - ${title}`
   }
 };
 
@@ -130,10 +125,22 @@ export const HtmlTemplateMiddleware = async (
       languageCode,
       path,
       rootUrl,
-      description: descriptions[languageCode],
+      description: i18nService.getTranslation({
+        languageCode,
+        id: 'metaDescription'
+      }),
       featureGraphicPath:
         locales[path]?.featureGraphicPath ?? 'assets/cover.png',
-      title: locales[path]?.title ?? title
+      keywords: i18nService.getTranslation({
+        languageCode,
+        id: 'metaKeywords'
+      }),
+      title:
+        locales[path]?.title ??
+        `${title} – ${i18nService.getTranslation({
+          languageCode,
+          id: 'slogan'
+        })}`
     });
 
     return response.send(indexHtml);

apps/api/src/services/account-balance/account-balance.service.ts

@@ -1,4 +1,5 @@
 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';
 
@@ -13,4 +14,29 @@ export class AccountBalanceService {
       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 };
+  }
 }

apps/api/src/services/api/api.service.ts

@@ -8,14 +8,20 @@ export class ApiService {
   public buildFiltersFromQueryParams({
     filterByAccounts,
     filterByAssetClasses,
+    filterByAssetSubClasses,
+    filterBySearchQuery,
     filterByTags
   }: {
     filterByAccounts?: string;
     filterByAssetClasses?: string;
+    filterByAssetSubClasses?: string;
+    filterBySearchQuery?: string;
     filterByTags?: string;
   }): Filter[] {
     const accountIds = filterByAccounts?.split(',') ?? [];
     const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const searchQuery = filterBySearchQuery?.toLowerCase();
     const tagIds = filterByTags?.split(',') ?? [];
 
     return [
@@ -31,6 +37,16 @@ export class ApiService {
           type: 'ASSET_CLASS'
         };
       }),
+      ...assetSubClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_SUB_CLASS'
+        };
+      }),
+      {
+        id: searchQuery,
+        type: 'SEARCH_QUERY'
+      },
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,

apps/api/src/services/configuration/configuration.service.ts

@@ -38,6 +38,7 @@ export class ConfigurationService {
       JWT_SECRET_KEY: str({}),
       MAX_ACTIVITIES_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
+      OPEN_FIGI_API_KEY: str({ default: '' }),
       PORT: port({ default: 3333 }),
       RAPID_API_API_KEY: str({ default: '' }),
       REDIS_HOST: str({ default: 'localhost' }),

apps/api/src/services/data-gathering/data-gathering.service.ts

@@ -164,6 +164,9 @@ export class DataGatheringService {
         countries,
         currency,
         dataSource,
+        figi,
+        figiComposite,
+        figiShareClass,
         isin,
         name,
         sectors,
@@ -178,6 +181,9 @@ export class DataGatheringService {
             countries,
             currency,
             dataSource,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,
@@ -189,6 +195,9 @@ export class DataGatheringService {
             assetSubClass,
             countries,
             currency,
+            figi,
+            figiComposite,
+            figiShareClass,
             isin,
             name,
             sectors,

apps/api/src/services/data-provider/alpha-vantage/alpha-vantage.service.ts

@@ -105,9 +105,11 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     return {};
   }
 

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

@@ -134,13 +134,15 @@ export class CoinGeckoService implements DataProviderInterface {
     return DataSource.COINGECKO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -150,8 +152,8 @@ export class CoinGeckoService implements DataProviderInterface {
         abortController.abort();
       }, DEFAULT_REQUEST_TIMEOUT);
 
-      const response = await got(
-        `${this.URL}/simple/price?ids=${aSymbols.join(
+      const quotes = await got(
+        `${this.URL}/simple/price?ids=${symbols.join(
           ','
         )}&vs_currencies=${DEFAULT_CURRENCY.toLowerCase()}`,
         {
@@ -160,22 +162,20 @@ export class CoinGeckoService implements DataProviderInterface {
         }
       ).json<any>();
 
-      for (const symbol in response) {
-        if (Object.prototype.hasOwnProperty.call(response, symbol)) {
-          results[symbol] = {
-            currency: DEFAULT_CURRENCY,
-            dataProviderInfo: this.getDataProviderInfo(),
-            dataSource: DataSource.COINGECKO,
-            marketPrice: response[symbol][DEFAULT_CURRENCY.toLowerCase()],
-            marketState: 'open'
-          };
-        }
+      for (const symbol in quotes) {
+        response[symbol] = {
+          currency: DEFAULT_CURRENCY,
+          dataProviderInfo: this.getDataProviderInfo(),
+          dataSource: DataSource.COINGECKO,
+          marketPrice: quotes[symbol][DEFAULT_CURRENCY.toLowerCase()],
+          marketState: 'open'
+        };
       }
     } catch (error) {
       Logger.error(error, 'CoinGeckoService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {

apps/api/src/services/data-provider/data-enhancer/data-enhancer.module.ts

@@ -1,5 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
+import { OpenFigiDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/openfigi/openfigi.service';
 import { TrackinsightDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/trackinsight/trackinsight.service';
 import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service';
 import { Module } from '@nestjs/common';
@@ -9,6 +10,7 @@ import { DataEnhancerService } from './data-enhancer.service';
 @Module({
   exports: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     'DataEnhancers'
@@ -16,15 +18,21 @@ import { DataEnhancerService } from './data-enhancer.service';
   imports: [ConfigurationModule, CryptocurrencyModule],
   providers: [
     DataEnhancerService,
+    OpenFigiDataEnhancerService,
     TrackinsightDataEnhancerService,
     YahooFinanceDataEnhancerService,
     {
       inject: [
+        OpenFigiDataEnhancerService,
         TrackinsightDataEnhancerService,
         YahooFinanceDataEnhancerService
       ],
       provide: 'DataEnhancers',
-      useFactory: (trackinsight, yahooFinance) => [trackinsight, yahooFinance]
+      useFactory: (openfigi, trackinsight, yahooFinance) => [
+        openfigi,
+        trackinsight,
+        yahooFinance
+      ]
     }
   ]
 })

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

@@ -0,0 +1,85 @@
+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';
+import got, { Headers } from 'got';
+
+@Injectable()
+export class OpenFigiDataEnhancerService implements DataEnhancerInterface {
+  private static baseUrl = 'https://api.openfigi.com';
+
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {}
+
+  public async enhance({
+    response,
+    symbol
+  }: {
+    response: Partial<SymbolProfile>;
+    symbol: string;
+  }): Promise<Partial<SymbolProfile>> {
+    if (
+      !(
+        response.assetClass === 'EQUITY' &&
+        (response.assetSubClass === 'ETF' || response.assetSubClass === 'STOCK')
+      )
+    ) {
+      return response;
+    }
+
+    const headers: Headers = {};
+    const { exchange, ticker } = parseSymbol({
+      symbol,
+      dataSource: response.dataSource
+    });
+
+    if (this.configurationService.get('OPEN_FIGI_API_KEY')) {
+      headers['X-OPENFIGI-APIKEY'] =
+        this.configurationService.get('OPEN_FIGI_API_KEY');
+    }
+
+    let abortController = new AbortController();
+
+    setTimeout(() => {
+      abortController.abort();
+    }, DEFAULT_REQUEST_TIMEOUT);
+
+    const mappings = await got
+      .post(`${OpenFigiDataEnhancerService.baseUrl}/v3/mapping`, {
+        headers,
+        json: [{ exchCode: exchange, idType: 'TICKER', idValue: ticker }],
+        // @ts-ignore
+        signal: abortController.signal
+      })
+      .json<any[]>();
+
+    if (mappings?.length === 1 && mappings[0].data?.length === 1) {
+      const { compositeFIGI, figi, shareClassFIGI } = mappings[0].data[0];
+
+      if (figi) {
+        response.figi = figi;
+      }
+
+      if (compositeFIGI) {
+        response.figiComposite = compositeFIGI;
+      }
+
+      if (shareClassFIGI) {
+        response.figiShareClass = shareClassFIGI;
+      }
+    }
+
+    return response;
+  }
+
+  public getName() {
+    return 'OPENFIGI';
+  }
+
+  public getTestSymbol() {
+    return undefined;
+  }
+}

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

@@ -10,6 +10,7 @@ import {
   Prisma,
   SymbolProfile
 } from '@prisma/client';
+import { isISIN } from 'class-validator';
 import { countries } from 'countries-list';
 import yahooFinance from 'yahoo-finance2';
 import type { Price } from 'yahoo-finance2/dist/esm/src/modules/quoteSummary-iface';
@@ -156,7 +157,20 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     const response: Partial<SymbolProfile> = {};
 
     try {
-      const symbol = this.convertToYahooFinanceSymbol(aSymbol);
+      let symbol = aSymbol;
+
+      if (isISIN(symbol)) {
+        try {
+          const { quotes } = await yahooFinance.search(symbol);
+
+          if (quotes.length === 1) {
+            symbol = quotes[0].symbol;
+          }
+        } catch {}
+      } else {
+        symbol = this.convertToYahooFinanceSymbol(symbol);
+      }
+
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
         modules: ['price', 'summaryProfile', 'topHoldings']
       });
@@ -176,7 +190,7 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
         shortName: assetProfile.price.shortName,
         symbol: assetProfile.price.symbol
       });
-      response.symbol = aSymbol;
+      response.symbol = assetProfile.price.symbol;
 
       if (assetSubClass === AssetSubClass.MUTUALFUND) {
         response.sectors = [];

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

@@ -311,7 +311,9 @@ export class DataProviderService {
           i + maximumNumberOfSymbolsPerRequest
         );
 
-        const promise = Promise.resolve(dataProvider.getQuotes(symbolsChunk));
+        const promise = Promise.resolve(
+          dataProvider.getQuotes({ symbols: symbolsChunk })
+        );
 
         promises.push(
           promise.then(async (result) => {

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

@@ -131,17 +131,21 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return DataSource.EOD_HISTORICAL_DATA;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const symbols = aSymbols.map((symbol) => {
-      return this.convertToEodSymbol(symbol);
-    });
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    let response: { [symbol: string]: IDataProviderResponse } = {};
 
     if (symbols.length <= 0) {
-      return {};
+      return response;
     }
 
+    const eodHistoricalDataSymbols = symbols.map((symbol) => {
+      return this.convertToEodSymbol(symbol);
+    });
+
     try {
       const abortController = new AbortController();
 
@@ -150,9 +154,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
       }, DEFAULT_REQUEST_TIMEOUT);
 
       const realTimeResponse = await got(
-        `${this.URL}/real-time/${symbols[0]}?api_token=${
+        `${this.URL}/real-time/${eodHistoricalDataSymbols[0]}?api_token=${
           this.apiKey
-        }&fmt=json&s=${symbols.join(',')}`,
+        }&fmt=json&s=${eodHistoricalDataSymbols.join(',')}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -160,10 +164,12 @@ export class EodHistoricalDataService implements DataProviderInterface {
       ).json<any>();
 
       const quotes =
-        symbols.length === 1 ? [realTimeResponse] : realTimeResponse;
+        eodHistoricalDataSymbols.length === 1
+          ? [realTimeResponse]
+          : realTimeResponse;
 
       const searchResponse = await Promise.all(
-        symbols
+        eodHistoricalDataSymbols
           .filter((symbol) => {
             return !symbol.endsWith('.FOREX');
           })
@@ -176,7 +182,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
         return items[0];
       });
 
-      const response = quotes.reduce(
+      response = quotes.reduce(
         (
           result: { [symbol: string]: IDataProviderResponse },
           { close, code, timestamp }
@@ -283,7 +289,6 @@ export class EodHistoricalDataService implements DataProviderInterface {
     if (symbol.endsWith('.FOREX')) {
       symbol = symbol.replace('GBX', 'GBp');
       symbol = symbol.replace('.FOREX', '');
-      symbol = `${DEFAULT_CURRENCY}${symbol}`;
     }
 
     return symbol;
@@ -292,7 +297,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
   /**
    * Converts a symbol to a EOD symbol
    *
-   * Currency:  USDCHF  -> CHF.FOREX
+   * Currency:  USDCHF  -> USDCHF.FOREX
    */
   private convertToEodSymbol(aSymbol: string) {
     if (
@@ -304,9 +309,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
           aSymbol.substring(0, aSymbol.length - DEFAULT_CURRENCY.length)
         )
       ) {
-        return `${aSymbol
-          .replace('GBp', 'GBX')
-          .replace(DEFAULT_CURRENCY, '')}.FOREX`;
+        let symbol = aSymbol;
+        symbol = symbol.replace('GBp', 'GBX');
+
+        return `${symbol}.FOREX`;
       }
     }
 

apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts

@@ -113,13 +113,15 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return DataSource.FINANCIAL_MODELING_PREP;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    const results: { [symbol: string]: IDataProviderResponse } = {};
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
-      return {};
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
@@ -130,7 +132,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       }, DEFAULT_REQUEST_TIMEOUT);
 
       const response = await got(
-        `${this.URL}/quote/${aSymbols.join(',')}?apikey=${this.apiKey}`,
+        `${this.URL}/quote/${symbols.join(',')}?apikey=${this.apiKey}`,
         {
           // @ts-ignore
           signal: abortController.signal
@@ -138,7 +140,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       ).json<any>();
 
       for (const { price, symbol } of response) {
-        results[symbol] = {
+        response[symbol] = {
           currency: DEFAULT_CURRENCY,
           dataProviderInfo: this.getDataProviderInfo(),
           dataSource: DataSource.FINANCIAL_MODELING_PREP,
@@ -150,7 +152,7 @@ export class FinancialModelingPrepService implements DataProviderInterface {
       Logger.error(error, 'FinancialModelingPrepService');
     }
 
-    return results;
+    return response;
   }
 
   public getTestSymbol() {

apps/api/src/services/data-provider/google-sheets/google-sheets.service.ts

@@ -99,18 +99,20 @@ export class GoogleSheetsService implements DataProviderInterface {
     return DataSource.GOOGLE_SHEETS;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return {
             symbol,
             dataSource: this.getName()
@@ -129,7 +131,7 @@ export class GoogleSheetsService implements DataProviderInterface {
         const marketPrice = parseFloat(row['marketPrice']);
         const symbol = row['symbol'];
 
-        if (aSymbols.includes(symbol)) {
+        if (symbols.includes(symbol)) {
           response[symbol] = {
             marketPrice,
             currency: symbolProfiles.find((symbolProfile) => {

apps/api/src/services/data-provider/interfaces/data-provider.interface.ts

@@ -36,9 +36,11 @@ export interface DataProviderInterface {
 
   getName(): DataSource;
 
-  getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }>;
+  getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }>;
 
   getTestSymbol(): string;
 

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

@@ -133,18 +133,20 @@ export class ManualService implements DataProviderInterface {
     return DataSource.MANUAL;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
     const response: { [symbol: string]: IDataProviderResponse } = {};
 
-    if (aSymbols.length <= 0) {
+    if (symbols.length <= 0) {
       return response;
     }
 
     try {
       const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
-        aSymbols.map((symbol) => {
+        symbols.map((symbol) => {
           return { symbol, dataSource: this.getName() };
         })
       );
@@ -154,10 +156,10 @@ export class ManualService implements DataProviderInterface {
         orderBy: {
           date: 'desc'
         },
-        take: aSymbols.length,
+        take: symbols.length,
         where: {
           symbol: {
-            in: aSymbols
+            in: symbols
           }
         }
       });

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

@@ -87,15 +87,17 @@ export class RapidApiService implements DataProviderInterface {
     return DataSource.RAPID_API;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (symbols.length <= 0) {
       return {};
     }
 
     try {
-      const symbol = aSymbols[0];
+      const symbol = symbols[0];
 
       if (symbol === ghostfolioFearAndGreedIndexSymbol) {
         const fgi = await this.getFearAndGreedIndex();

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

@@ -30,7 +30,7 @@ export class YahooFinanceService implements DataProviderInterface {
   public async getAssetProfile(
     aSymbol: string
   ): Promise<Partial<SymbolProfile>> {
-    const { assetClass, assetSubClass, currency, name } =
+    const { assetClass, assetSubClass, currency, name, symbol } =
       await this.yahooFinanceDataEnhancerService.getAssetProfile(aSymbol);
 
     return {
@@ -38,8 +38,8 @@ export class YahooFinanceService implements DataProviderInterface {
       assetSubClass,
       currency,
       name,
-      dataSource: this.getName(),
-      symbol: aSymbol
+      symbol,
+      dataSource: this.getName()
     };
   }
 
@@ -156,20 +156,22 @@ export class YahooFinanceService implements DataProviderInterface {
     return DataSource.YAHOO;
   }
 
-  public async getQuotes(
-    aSymbols: string[]
-  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
-    if (aSymbols.length <= 0) {
-      return {};
+  public async getQuotes({
+    symbols
+  }: {
+    symbols: string[];
+  }): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    const response: { [symbol: string]: IDataProviderResponse } = {};
+
+    if (symbols.length <= 0) {
+      return response;
     }
 
-    const yahooFinanceSymbols = aSymbols.map((symbol) =>
+    const yahooFinanceSymbols = symbols.map((symbol) =>
       this.yahooFinanceDataEnhancerService.convertToYahooFinanceSymbol(symbol)
     );
 
     try {
-      const response: { [symbol: string]: IDataProviderResponse } = {};
-
       let quotes: Pick<
         Quote,
         'currency' | 'marketState' | 'regularMarketPrice' | 'symbol'

apps/api/src/services/i18n/i18n.service.ts

@@ -0,0 +1,67 @@
+import { readFileSync, readdirSync } from 'fs';
+import { join } from 'path';
+
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
+import { Logger } from '@nestjs/common';
+import * as cheerio from 'cheerio';
+
+export class I18nService {
+  private localesPath = join(__dirname, 'assets', 'locales');
+  private translations: { [locale: string]: cheerio.CheerioAPI } = {};
+
+  public constructor() {
+    this.loadFiles();
+  }
+
+  public getTranslation({
+    id,
+    languageCode
+  }: {
+    id: string;
+    languageCode: string;
+  }): string {
+    const $ = this.translations[languageCode];
+
+    if (!$) {
+      Logger.warn(`Translation not found for locale '${languageCode}'`);
+    }
+
+    const translatedText = $(
+      `trans-unit[id="${id}"] > ${
+        languageCode === DEFAULT_LANGUAGE_CODE ? 'source' : 'target'
+      }`
+    ).text();
+
+    if (!translatedText) {
+      Logger.warn(
+        `Translation not found for id '${id}' in locale '${languageCode}'`
+      );
+    }
+
+    return translatedText.trim();
+  }
+
+  private loadFiles() {
+    try {
+      const files = readdirSync(this.localesPath, 'utf-8');
+
+      for (const file of files) {
+        const xmlData = readFileSync(join(this.localesPath, file), 'utf8');
+        this.translations[this.parseLanguageCode(file)] =
+          this.parseXml(xmlData);
+      }
+    } catch (error) {
+      Logger.error(error, 'I18nService');
+    }
+  }
+
+  private parseLanguageCode(aFileName: string) {
+    const match = aFileName.match(/\.([a-zA-Z]+)\.xlf$/);
+
+    return match ? match[1] : DEFAULT_LANGUAGE_CODE;
+  }
+
+  private parseXml(xmlData: string): cheerio.CheerioAPI {
+    return cheerio.load(xmlData, { xmlMode: true });
+  }
+}

apps/api/src/services/interfaces/environment.interface.ts

@@ -26,6 +26,7 @@ export interface Environment extends CleanedEnvAccessors {
   JWT_SECRET_KEY: string;
   MAX_ACTIVITIES_TO_IMPORT: number;
   MAX_ITEM_IN_CACHE: number;
+  OPEN_FIGI_API_KEY: string;
   PORT: number;
   RAPID_API_API_KEY: string;
   REDIS_HOST: string;

apps/api/src/services/market-data/market-data.service.ts

@@ -39,18 +39,22 @@ export class MarketDataService {
     });
   }
 
-  public async getMax({ dataSource, symbol }: UniqueAsset): Promise<number> {
-    const aggregations = await this.prismaService.marketData.aggregate({
-      _max: {
+  public async getMax({ dataSource, symbol }: UniqueAsset) {
+    return this.prismaService.marketData.findFirst({
+      select: {
+        date: true,
         marketPrice: true
       },
+      orderBy: [
+        {
+          marketPrice: 'desc'
+        }
+      ],
       where: {
         dataSource,
         symbol
       }
     });
-
-    return aggregations._max.marketPrice;
   }
 
   public async getRange({

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -52,20 +52,12 @@ export class SymbolProfileService {
           SymbolProfileOverrides: true
         },
         where: {
-          AND: [
-            {
-              dataSource: {
-                in: aUniqueAssets.map(({ dataSource }) => {
-                  return dataSource;
-                })
-              },
-              symbol: {
-                in: aUniqueAssets.map(({ symbol }) => {
-                  return symbol;
-                })
-              }
-            }
-          ]
+          OR: aUniqueAssets.map(({ dataSource, symbol }) => {
+            return {
+              dataSource,
+              symbol
+            };
+          })
         }
       })
       .then((symbolProfiles) => this.getSymbols(symbolProfiles));
@@ -94,14 +86,24 @@ export class SymbolProfileService {
   }
 
   public updateSymbolProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     return this.prismaService.symbolProfile.update({
-      data: { comment, scraperConfiguration, symbolMapping },
+      data: {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      },
       where: { dataSource_symbol: { dataSource, symbol } }
     });
   }

apps/client/project.json

@@ -124,6 +124,9 @@
           {
             "command": "shx cp apps/client/src/assets/site.webmanifest dist/apps/client"
           },
+          {
+            "command": "shx cp -r apps/client/src/locales dist/apps/api/assets"
+          },
           {
             "command": "shx cp node_modules/ionicons/dist/index.js dist/apps/client"
           },

apps/client/src/app/app-routing.module.ts

@@ -73,6 +73,11 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
+  {
+    path: 'i18n',
+    loadChildren: () =>
+      import('./pages/i18n/i18n-page.module').then((m) => m.I18nPageModule)
+  },
   {
     path: paths.markets,
     loadChildren: () =>

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

@@ -32,6 +32,7 @@
   <gf-header
     class="position-fixed w-100"
     [currentRoute]="currentRoute"
+    [deviceType]="deviceType"
     [hasTabs]="hasTabs"
     [info]="info"
     [pageTitle]="pageTitle"
@@ -164,7 +165,6 @@
     <div class="row text-center">
       <div class="col">
         © 2021 - {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>
-        {{ version }}
       </div>
     </div>
 

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

@@ -17,7 +17,6 @@ import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
-import { environment } from '../environments/environment';
 import { DataService } from './services/data.service';
 import { TokenStorageService } from './services/token-storage.service';
 import { UserService } from './services/user/user.service';
@@ -60,7 +59,6 @@ export class AppComponent implements OnDestroy, OnInit {
   public routerLinkResources = ['/' + $localize`resources`];
   public showFooter = false;
   public user: User;
-  public version = environment.version;
 
   private unsubscribeSubject = new Subject<void>();
 

apps/client/src/app/app.module.ts

@@ -1,6 +1,6 @@
 import { Platform } from '@angular/cdk/platform';
 import { HttpClientModule } from '@angular/common/http';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatChipsModule } from '@angular/material/chips';
 import {
@@ -35,6 +35,7 @@ export function NgxStripeFactory(): string {
 }
 
 @NgModule({
+  bootstrap: [AppComponent],
   declarations: [AppComponent],
   imports: [
     AppRoutingModule,
@@ -72,6 +73,6 @@ export function NgxStripeFactory(): string {
       useFactory: NgxStripeFactory
     }
   ],
-  bootstrap: [AppComponent]
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class AppModule {}

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

@@ -1,15 +1,3 @@
-<div *ngIf="hasPermissionToCreateAccess" class="d-flex justify-content-end">
-  <a
-    color="primary"
-    i18n
-    mat-flat-button
-    [queryParams]="{ createDialog: true }"
-    [routerLink]="[]"
-  >
-    Add Access
-  </a>
-</div>
-
 <table class="gf-table w-100" mat-table [dataSource]="dataSource">
   <ng-container matColumnDef="alias">
     <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>

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

@@ -19,7 +19,6 @@ import { Access } from '@ghostfolio/common/interfaces';
 })
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
-  @Input() hasPermissionToCreateAccess = false;
   @Input() showActions: boolean;
 
   @Output() accessDeleted = new EventEmitter<string>();

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.scss

@@ -3,5 +3,9 @@
 
   .mat-mdc-dialog-content {
     max-height: unset;
+
+    .chart-container {
+      aspect-ratio: 16 / 9;
+    }
   }
 }

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.ts

@@ -8,11 +8,11 @@ import {
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { downloadAsFile } from '@ghostfolio/common/helper';
-import { User } from '@ghostfolio/common/interfaces';
+import { HistoricalDataItem, User } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
-import { translate } from '@ghostfolio/ui/i18n';
 import Big from 'big.js';
 import { format, parseISO } from 'date-fns';
 import { isNumber } from 'lodash';
@@ -32,6 +32,9 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
   public balance: number;
   public currency: string;
   public equity: number;
+  public hasImpersonationId: boolean;
+  public historicalDataItems: HistoricalDataItem[];
+  public isLoadingChart: boolean;
   public name: string;
   public orders: OrderWithAccount[];
   public platformName: string;
@@ -46,6 +49,7 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
     @Inject(MAT_DIALOG_DATA) public data: AccountDetailDialogParams,
     private dataService: DataService,
     public dialogRef: MatDialogRef<AccountDetailDialog>,
+    private impersonationStorageService: ImpersonationStorageService,
     private userService: UserService
   ) {
     this.userService.stateChanged
@@ -59,7 +63,9 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
       });
   }
 
-  public ngOnInit(): void {
+  public ngOnInit() {
+    this.isLoadingChart = true;
+
     this.dataService
       .fetchAccount(this.data.accountId)
       .pipe(takeUntil(this.unsubscribeSubject))
@@ -101,9 +107,46 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
 
         this.changeDetectorRef.markForCheck();
       });
+
+    this.dataService
+      .fetchPortfolioPerformance({
+        filters: [
+          {
+            id: this.data.accountId,
+            type: 'ACCOUNT'
+          }
+        ],
+        range: 'max',
+        withExcludedAccounts: true
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ chart }) => {
+        this.historicalDataItems = chart.map(
+          ({ date, value, valueInPercentage }) => {
+            return {
+              date,
+              value:
+                this.hasImpersonationId || this.user.settings.isRestrictedView
+                  ? valueInPercentage
+                  : value
+            };
+          }
+        );
+
+        this.isLoadingChart = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((impersonationId) => {
+        this.hasImpersonationId = !!impersonationId;
+      });
   }
 
-  public onClose(): void {
+  public onClose() {
     this.dialogRef.close();
   }
 

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@@ -20,6 +20,17 @@
       </div>
     </div>
 
+    <div class="chart-container mb-3">
+      <gf-investment-chart
+        class="h-100"
+        [currency]="user?.settings?.baseCurrency"
+        [historicalDataItems]="historicalDataItems"
+        [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+        [isLoading]="isLoadingChart"
+        [locale]="user?.settings?.locale"
+      ></gf-investment-chart>
+    </div>
+
     <div class="row">
       <div class="col-6 mb-3">
         <gf-value

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.module.ts

@@ -4,6 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
+import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@@ -17,6 +18,7 @@ import { AccountDetailDialog } from './account-detail-dialog.component';
     GfActivitiesTableModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
+    GfInvestmentChartModule,
     GfValueModule,
     MatButtonModule,
     MatDialogModule,

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

@@ -1,3 +1,15 @@
+<div *ngIf="showActions" class="d-flex justify-content-end">
+  <button
+    class="align-items-center d-flex"
+    mat-stroked-button
+    [disabled]="dataSource?.data.length < 2"
+    (click)="onTransferBalance()"
+  >
+    <ion-icon class="mr-2" name="arrow-redo-outline"></ion-icon>
+    <ng-container i18n>Transfer Cash Balance</ng-container>...
+  </button>
+</div>
+
 <table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
   <ng-container matColumnDef="status">
     <th
@@ -242,16 +254,20 @@
       </button>
       <mat-menu #accountMenu="matMenu" xPosition="before">
         <button mat-menu-item (click)="onUpdateAccount(element)">
-          <ion-icon class="mr-2" name="create-outline"></ion-icon>
-          <span i18n>Edit</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="create-outline"></ion-icon>
+            <span i18n>Edit</span>
+          </span>
         </button>
         <button
           mat-menu-item
           [disabled]="element.isDefault || element.transactionCount > 0"
           (click)="onDeleteAccount(element.id)"
         >
-          <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-          <span i18n>Delete</span>
+          <span class="align-items-center d-flex">
+            <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+            <span i18n>Delete</span>
+          </span>
         </button>
       </mat-menu>
     </td>

apps/client/src/app/components/accounts-table/accounts-table.component.ts

@@ -34,6 +34,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
 
   @Output() accountDeleted = new EventEmitter<string>();
   @Output() accountToUpdate = new EventEmitter<AccountModel>();
+  @Output() transferBalance = new EventEmitter<void>();
 
   @ViewChild(MatSort) sort: MatSort;
 
@@ -97,6 +98,10 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
     alert(aComment);
   }
 
+  public onTransferBalance() {
+    this.transferBalance.emit();
+  }
+
   public onUpdateAccount(aAccount: AccountModel) {
     this.accountToUpdate.emit(aAccount);
   }

apps/client/src/app/components/admin-jobs/admin-jobs.component.ts

@@ -6,6 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { FormBuilder, FormGroup } from '@angular/forms';
+import { MatTableDataSource } from '@angular/material/table';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { QUEUE_JOB_STATUS_LIST } from '@ghostfolio/common/config';
@@ -24,7 +25,19 @@ import { takeUntil } from 'rxjs/operators';
 export class AdminJobsComponent implements OnDestroy, OnInit {
   public defaultDateTimeFormat: string;
   public filterForm: FormGroup;
-  public jobs: AdminJobs['jobs'] = [];
+  public dataSource: MatTableDataSource<AdminJobs['jobs'][0]> =
+    new MatTableDataSource();
+  public displayedColumns = [
+    'index',
+    'type',
+    'symbol',
+    'dataSource',
+    'attempts',
+    'created',
+    'finished',
+    'status',
+    'actions'
+  ];
   public statusFilterOptions = QUEUE_JOB_STATUS_LIST;
   public user: User;
 
@@ -102,7 +115,7 @@ export class AdminJobsComponent implements OnDestroy, OnInit {
       .fetchJobs({ status: aStatus })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ jobs }) => {
-        this.jobs = jobs;
+        this.dataSource = new MatTableDataSource(jobs);
 
         this.changeDetectorRef.markForCheck();
       });

apps/client/src/app/components/admin-jobs/admin-jobs.html

@@ -13,122 +13,158 @@
           </mat-select>
         </mat-form-field>
       </form>
-      <table class="gf-table w-100">
-        <thead>
-          <tr class="mat-header-row">
-            <th class="mat-header-cell px-1 py-2 text-right">#</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Type</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
-            <th class="mat-header-cell px-1 py-2 text-right" i18n>Attempts</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Created</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Finished</th>
-            <th class="mat-header-cell px-1 py-2" i18n>Status</th>
-            <th class="mat-header-cell px-1 py-2">
-              <button
-                class="mx-1 no-min-width px-2"
-                mat-button
-                [matMenuTriggerFor]="jobsActionsMenu"
-                (click)="$event.stopPropagation()"
-              >
-                <ion-icon name="ellipsis-vertical"></ion-icon>
+      <table class="gf-table w-100" mat-table [dataSource]="dataSource">
+        <ng-container matColumnDef="index">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            #
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.id }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="type">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Type</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ng-container *ngIf="element.name === 'GATHER_ASSET_PROFILE'" i18n>
+              Asset Profile
+            </ng-container>
+            <ng-container
+              *ngIf="element.name === 'GATHER_HISTORICAL_MARKET_DATA'"
+              i18n
+            >
+              Historical Market Data
+            </ng-container>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="symbol">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Symbol</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.symbol }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="dataSource">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Data Source</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.data?.dataSource }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="attempts">
+          <th *matHeaderCellDef class="px-1 py-2 text-right" mat-header-cell>
+            <ng-container i18n>Attempts</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2 text-right" mat-cell>
+            {{ element.attemptsMade }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="created">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Created</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.timestamp | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="finished">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Finished</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            {{ element.finishedOn | date: defaultDateTimeFormat }}
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <ng-container i18n>Status</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <ion-icon
+              *ngIf="element.state === 'active'"
+              name="play-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'completed'"
+              class="text-success"
+              name="checkmark-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'delayed'"
+              name="time-outline"
+              [ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'failed'"
+              class="text-danger"
+              name="alert-circle-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'paused'"
+              name="pause-outline"
+            ></ion-icon>
+            <ion-icon
+              *ngIf="element.state === 'waiting'"
+              name="cafe-outline"
+            ></ion-icon>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th *matHeaderCellDef class="px-1 py-2" mat-header-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobsActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-vertical"></ion-icon>
+            </button>
+            <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onDeleteJobs()">
+                <ng-container i18n>Delete Jobs</ng-container>
               </button>
-              <mat-menu #jobsActionsMenu="matMenu" xPosition="before">
-                <button mat-menu-item (click)="onDeleteJobs()">
-                  <ng-container i18n>Delete Jobs</ng-container>
-                </button>
-              </mat-menu>
-            </th>
-          </tr>
-        </thead>
-        <tbody>
-          <ng-container *ngFor="let job of jobs">
-            <tr class="mat-row">
-              <td class="mat-cell px-1 py-2 text-right">{{ job.id }}</td>
-              <td class="mat-cell px-1 py-2">
-                <span class="align-items-center d-flex">
-                  <ion-icon
-                    class="mr-1"
-                    name="arrow-down-circle-outline"
-                  ></ion-icon>
-                  <ng-container *ngIf="job.name === 'GATHER_ASSET_PROFILE'">
-                    <span i18n>Asset Profile</span>
-                  </ng-container>
-                  <ng-container
-                    *ngIf="job.name === 'GATHER_HISTORICAL_MARKET_DATA'"
-                  >
-                    <span i18n>Historical Market Data</span>
-                  </ng-container>
-                </span>
-              </td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.symbol }}</td>
-              <td class="mat-cell px-1 py-2">{{ job.data?.dataSource }}</td>
-              <td class="mat-cell px-1 py-2 text-right">
-                {{ job.attemptsMade }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.timestamp | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                {{ job.finishedOn | date: defaultDateTimeFormat }}
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <ion-icon
-                  *ngIf="job.state === 'active'"
-                  name="play-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'completed'"
-                  class="text-success"
-                  name="checkmark-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'delayed'"
-                  name="time-outline"
-                  [ngClass]="{ 'text-danger': job.stacktrace?.length > 0 }"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'failed'"
-                  class="text-danger"
-                  name="alert-circle-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'paused'"
-                  name="pause-outline"
-                ></ion-icon>
-                <ion-icon
-                  *ngIf="job.state === 'waiting'"
-                  name="cafe-outline"
-                ></ion-icon>
-              </td>
-              <td class="mat-cell px-1 py-2">
-                <button
-                  class="mx-1 no-min-width px-2"
-                  mat-button
-                  [matMenuTriggerFor]="jobActionsMenu"
-                  (click)="$event.stopPropagation()"
-                >
-                  <ion-icon name="ellipsis-horizontal"></ion-icon>
-                </button>
-                <mat-menu #jobActionsMenu="matMenu" xPosition="before">
-                  <button mat-menu-item (click)="onViewData(job.data)">
-                    <ng-container i18n>View Data</ng-container>
-                  </button>
-                  <button
-                    mat-menu-item
-                    [disabled]="job.stacktrace?.length <= 0"
-                    (click)="onViewStacktrace(job.stacktrace)"
-                  >
-                    <ng-container i18n>View Stacktrace</ng-container>
-                  </button>
-                  <button mat-menu-item (click)="onDeleteJob(job.id)">
-                    <ng-container i18n>Delete Job</ng-container>
-                  </button>
-                </mat-menu>
-              </td>
-            </tr>
-          </ng-container>
-        </tbody>
+            </mat-menu>
+          </th>
+          <td *matCellDef="let element" class="px-1 py-2" mat-cell>
+            <button
+              class="mx-1 no-min-width px-2"
+              mat-button
+              [matMenuTriggerFor]="jobActionsMenu"
+              (click)="$event.stopPropagation()"
+            >
+              <ion-icon name="ellipsis-horizontal"></ion-icon>
+            </button>
+            <mat-menu #jobActionsMenu="matMenu" xPosition="before">
+              <button mat-menu-item (click)="onViewData(element.data)">
+                <ng-container i18n>View Data</ng-container>
+              </button>
+              <button
+                mat-menu-item
+                [disabled]="element.stacktrace?.length <= 0"
+                (click)="onViewStacktrace(element.stacktrace)"
+              >
+                <ng-container i18n>View Stacktrace</ng-container>
+              </button>
+              <button mat-menu-item (click)="onDeleteJob(element.id)">
+                <ng-container i18n>Delete Job</ng-container>
+              </button>
+            </mat-menu>
+          </td>
+        </ng-container>
+
+        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+        <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
       </table>
     </div>
   </div>

apps/client/src/app/components/admin-jobs/admin-jobs.module.ts

@@ -4,6 +4,7 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
+import { MatTableModule } from '@angular/material/table';
 
 import { AdminJobsComponent } from './admin-jobs.component';
 
@@ -15,6 +16,7 @@ import { AdminJobsComponent } from './admin-jobs.component';
     MatButtonModule,
     MatMenuModule,
     MatSelectModule,
+    MatTableModule,
     ReactiveFormsModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.html

@@ -9,7 +9,11 @@
     [showYAxis]="true"
     [symbol]="symbol"
   ></gf-line-chart>
-  <div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
+  <div
+    *ngFor="let itemByMonth of marketDataByMonth | keyvalue"
+    class="d-flex"
+    [hidden]="!marketData.length > 0"
+  >
     <div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
     <div class="align-items-center d-flex flex-grow-1 px-1">
       <div

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.scss

@@ -28,7 +28,6 @@
 
     &.today {
       background-color: rgba(var(--palette-accent-500), 1);
-      cursor: default;
     }
   }
 }

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.ts

@@ -83,10 +83,10 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
   public ngOnChanges() {
     this.defaultDateFormat = getDateFormatString(this.locale);
 
-    this.historicalDataItems = this.marketData.map((marketDataItem) => {
+    this.historicalDataItems = this.marketData.map(({ date, marketPrice }) => {
       return {
-        date: format(marketDataItem.date, DATE_FORMAT),
-        value: marketDataItem.marketPrice
+        date: format(date, DATE_FORMAT),
+        value: marketPrice
       };
     });
 
@@ -157,10 +157,6 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     const date = parseISO(`${yearMonth}-${day}`);
     const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
 
-    if (isSameDay(date, new Date())) {
-      return;
-    }
-
     const dialogRef = this.dialog.open(MarketDataDetailDialog, {
       data: <MarketDataDetailDialogParams>{
         date,
@@ -177,7 +173,7 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
     dialogRef
       .afterClosed()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ withRefresh }) => {
+      .subscribe(({ withRefresh } = { withRefresh: false }) => {
         this.marketDataChanged.next(withRefresh);
       });
   }

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.component.ts

@@ -57,10 +57,16 @@ export class MarketDataDetailDialog implements OnDestroy {
 
   public onUpdate() {
     this.adminService
-      .putMarketData({
+      .postMarketData({
         dataSource: this.data.dataSource,
-        date: this.data.date,
-        marketData: { marketPrice: this.data.marketPrice },
+        marketData: {
+          marketData: [
+            {
+              date: this.data.date.toISOString(),
+              marketPrice: this.data.marketPrice
+            }
+          ]
+        },
         symbol: this.data.symbol
       })
       .pipe(takeUntil(this.unsubscribeSubject))

apps/client/src/app/components/admin-market-data/admin-market-data.component.ts

@@ -178,10 +178,20 @@ export class AdminMarketDataComponent
   }
 
   public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
-    this.adminService
-      .deleteProfileData({ dataSource, symbol })
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
+    const confirmation = confirm(
+      $localize`Do you really want to delete this asset profile?`
+    );
+
+    if (confirmation) {
+      this.adminService
+        .deleteProfileData({ dataSource, symbol })
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
   }
 
   public onGather7Days() {
@@ -342,7 +352,7 @@ export class AdminMarketDataComponent
         dialogRef
           .afterClosed()
           .pipe(takeUntil(this.unsubscribeSubject))
-          .subscribe(({ dataSource, symbol }) => {
+          .subscribe(({ dataSource, symbol } = {}) => {
             if (dataSource && symbol) {
               this.adminService
                 .addAssetProfile({ dataSource, symbol })

apps/client/src/app/components/admin-market-data/admin-market-data.html

@@ -143,12 +143,24 @@
               <ion-icon name="ellipsis-horizontal"></ion-icon>
             </button>
             <mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
+              <button
+                mat-menu-item
+                (click)="onOpenAssetProfileDialog({ dataSource: element.dataSource, symbol: element.symbol })"
+              >
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
+              </button>
               <button
                 mat-menu-item
                 [disabled]="element.activitiesCount !== 0"
                 (click)="onDeleteProfileData({dataSource: element.dataSource, symbol: element.symbol})"
               >
-                <ng-container i18n>Delete</ng-container>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

apps/client/src/app/components/admin-market-data/admin-market-data.scss

@@ -2,11 +2,4 @@
 
 :host {
   display: block;
-
-  .fab-container {
-    bottom: 2rem;
-    position: fixed;
-    right: 2rem;
-    z-index: 999;
-  }
 }

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts

@@ -6,18 +6,25 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { FormBuilder } from '@angular/forms';
+import { FormBuilder, FormControl, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
+import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
-  ScraperConfiguration,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
-import { MarketData, SymbolProfile } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  MarketData,
+  SymbolProfile
+} from '@prisma/client';
+import { format } from 'date-fns';
+import { parse as csvToJson } from 'papaparse';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
@@ -31,24 +38,38 @@ import { AssetProfileDialogParams } from './interfaces/interfaces';
   styleUrls: ['./asset-profile-dialog.component.scss']
 })
 export class AssetProfileDialog implements OnDestroy, OnInit {
-  public assetClass: string;
+  public assetProfileClass: string;
+  public assetClasses = Object.keys(AssetClass).map((assetClass) => {
+    return { id: assetClass, label: translate(assetClass) };
+  });
+  public assetSubClasses = Object.keys(AssetSubClass).map((assetSubClass) => {
+    return { id: assetSubClass, label: translate(assetSubClass) };
+  });
   public assetProfile: AdminMarketDataDetails['assetProfile'];
   public assetProfileForm = this.formBuilder.group({
+    assetClass: new FormControl<AssetClass>(undefined),
+    assetSubClass: new FormControl<AssetSubClass>(undefined),
     comment: '',
+    name: ['', Validators.required],
     scraperConfiguration: '',
     symbolMapping: ''
   });
-  public assetSubClass: string;
+  public assetProfileSubClass: string;
   public benchmarks: Partial<SymbolProfile>[];
   public countries: {
     [code: string]: { name: string; value: number };
   };
+  public historicalDataAsCsvString: string;
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
   public sectors: {
     [name: string]: { name: string; value: number };
   };
 
+  private static readonly HISTORICAL_DATA_TEMPLATE = `date;marketPrice\n${format(
+    new Date(),
+    DATE_FORMAT
+  )};123.45`;
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
@@ -67,6 +88,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   }
 
   public initialize() {
+    this.historicalDataAsCsvString =
+      AssetProfileDialog.HISTORICAL_DATA_TEMPLATE;
+
     this.adminService
       .fetchAdminMarketDataBySymbol({
         dataSource: this.data.dataSource,
@@ -76,8 +100,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .subscribe(({ assetProfile, marketData }) => {
         this.assetProfile = assetProfile;
 
-        this.assetClass = translate(this.assetProfile?.assetClass);
-        this.assetSubClass = translate(this.assetProfile?.assetSubClass);
+        this.assetProfileClass = translate(this.assetProfile?.assetClass);
+        this.assetProfileSubClass = translate(this.assetProfile?.assetSubClass);
         this.countries = {};
         this.isBenchmark = this.benchmarks.some(({ id }) => {
           return id === this.assetProfile.id;
@@ -104,7 +128,10 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         }
 
         this.assetProfileForm.setValue({
+          assetClass: this.assetProfile.assetClass ?? null,
+          assetSubClass: this.assetProfile.assetSubClass ?? null,
           comment: this.assetProfile?.comment ?? '',
+          name: this.assetProfile.name ?? this.assetProfile.symbol,
           scraperConfiguration: JSON.stringify(
             this.assetProfile?.scraperConfiguration ?? {}
           ),
@@ -135,6 +162,29 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .subscribe(() => {});
   }
 
+  public onImportHistoricalData() {
+    const marketData = csvToJson(this.historicalDataAsCsvString, {
+      dynamicTyping: true,
+      header: true,
+      skipEmptyLines: true
+    }).data;
+
+    this.adminService
+      .postMarketData({
+        dataSource: this.data.dataSource,
+        marketData: {
+          marketData: marketData.map(({ date, marketPrice }) => {
+            return { marketPrice, date: parseDate(date).toISOString() };
+          })
+        },
+        symbol: this.data.symbol
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.initialize();
+      });
+  }
+
   public onMarketDataChanged(withRefresh: boolean = false) {
     if (withRefresh) {
       this.initialize();
@@ -171,9 +221,12 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     } catch {}
 
     const assetProfileData: UpdateAssetProfileDto = {
+      assetClass: this.assetProfileForm.controls['assetClass'].value,
+      assetSubClass: this.assetProfileForm.controls['assetSubClass'].value,
+      comment: this.assetProfileForm.controls['comment'].value ?? null,
+      name: this.assetProfileForm.controls['name'].value,
       scraperConfiguration,
-      symbolMapping,
-      comment: this.assetProfileForm.controls['comment'].value ?? null
+      symbolMapping
     };
 
     this.adminService

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html

@@ -51,6 +51,36 @@
       [symbol]="data.symbol"
       (marketDataChanged)="onMarketDataChanged($event)"
     ></gf-admin-market-data-detail>
+
+    <div class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label>
+          <ng-container i18n>Historical Data</ng-container> (CSV)
+        </mat-label>
+        <textarea
+          cdkAutosizeMaxRows="5"
+          cdkTextareaAutosize
+          matInput
+          placeholder="e.g. 20230601;1.61"
+          type="text"
+          [ngModelOptions]="{standalone: true}"
+          [(ngModel)]="historicalDataAsCsvString"
+          (keyup.enter)="$event.stopPropagation()"
+        ></textarea>
+      </mat-form-field>
+    </div>
+
+    <div class="d-flex justify-content-end mt-2">
+      <button
+        color="accent"
+        mat-flat-button
+        type="button"
+        (click)="onImportHistoricalData()"
+      >
+        <ng-container i18n>Import</ng-container>
+      </button>
+    </div>
+
     <div class="row">
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [value]="assetProfile?.symbol"
@@ -82,7 +112,11 @@
         >
       </div>
       <div class="col-6 mb-3">
-        <gf-value i18n size="medium" [hidden]="!assetClass" [value]="assetClass"
+        <gf-value
+          i18n
+          size="medium"
+          [hidden]="!assetProfileClass"
+          [value]="assetProfileClass"
           >Asset Class</gf-value
         >
       </div>
@@ -90,8 +124,8 @@
         <gf-value
           i18n
           size="medium"
-          [hidden]="!assetSubClass"
-          [value]="assetSubClass"
+          [hidden]="!assetProfileSubClass"
+          [value]="assetProfileSubClass"
           >Asset Sub Class</gf-value
         >
       </div>
@@ -144,6 +178,38 @@
         </ng-template>
       </ng-container>
     </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Name</mat-label>
+        <input formControlName="name" matInput type="text" />
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Class</mat-label>
+        <mat-select formControlName="assetClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetClass of assetClasses"
+            [value]="assetClass.id"
+            >{{ assetClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Sub Class</mat-label>
+        <mat-select formControlName="assetSubClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetSubClass of assetSubClasses"
+            [value]="assetSubClass.id"
+            >{{ assetSubClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
     <div class="d-flex my-3">
       <div class="w-50">
         <mat-checkbox

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.module.ts

@@ -7,6 +7,7 @@ import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
+import { MatSelectModule } from '@angular/material/select';
 import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
@@ -26,6 +27,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     MatDialogModule,
     MatInputModule,
     MatMenuModule,
+    MatSelectModule,
     ReactiveFormsModule,
     TextFieldModule
   ],

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.component.scss

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

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.component.ts

@@ -1,15 +1,15 @@
 import {
   ChangeDetectionStrategy,
-  ChangeDetectorRef,
   Component,
-  Inject,
   OnDestroy,
   OnInit
 } from '@angular/core';
 import {
+  AbstractControl,
   FormBuilder,
   FormControl,
   FormGroup,
+  ValidationErrors,
   Validators
 } from '@angular/forms';
 import { MatDialogRef } from '@angular/material/dialog';
@@ -19,35 +19,75 @@ import { AdminService } from '@ghostfolio/client/services/admin.service';
   changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'h-100' },
   selector: 'gf-create-asset-profile-dialog',
+  styleUrls: ['./create-asset-profile-dialog.component.scss'],
   templateUrl: 'create-asset-profile-dialog.html'
 })
 export class CreateAssetProfileDialog implements OnInit, OnDestroy {
   public createAssetProfileForm: FormGroup;
+  public mode: 'auto' | 'manual';
 
   public constructor(
     public readonly adminService: AdminService,
-    public readonly changeDetectorRef: ChangeDetectorRef,
     public readonly dialogRef: MatDialogRef<CreateAssetProfileDialog>,
     public readonly formBuilder: FormBuilder
   ) {}
 
   public ngOnInit() {
-    this.createAssetProfileForm = this.formBuilder.group({
-      searchSymbol: new FormControl(null, [Validators.required])
-    });
+    this.createAssetProfileForm = this.formBuilder.group(
+      {
+        addSymbol: new FormControl(null, [Validators.required]),
+        searchSymbol: new FormControl(null, [Validators.required])
+      },
+      {
+        validators: this.atLeastOneValid
+      }
+    );
+
+    this.mode = 'auto';
   }
 
   public onCancel() {
     this.dialogRef.close();
   }
 
+  public onRadioChange(mode: 'auto' | 'manual') {
+    this.mode = mode;
+  }
+
   public onSubmit() {
-    this.dialogRef.close({
-      dataSource:
-        this.createAssetProfileForm.controls['searchSymbol'].value.dataSource,
-      symbol: this.createAssetProfileForm.controls['searchSymbol'].value.symbol
-    });
+    this.mode === 'auto'
+      ? this.dialogRef.close({
+          dataSource:
+            this.createAssetProfileForm.controls['searchSymbol'].value
+              .dataSource,
+          symbol:
+            this.createAssetProfileForm.controls['searchSymbol'].value.symbol
+        })
+      : this.dialogRef.close({
+          dataSource: 'MANUAL',
+          symbol: this.createAssetProfileForm.controls['addSymbol'].value
+        });
   }
 
   public ngOnDestroy() {}
+
+  private atLeastOneValid(control: AbstractControl): ValidationErrors {
+    const addSymbolControl = control.get('addSymbol');
+    const searchSymbolControl = control.get('searchSymbol');
+
+    if (addSymbolControl.valid && searchSymbolControl.valid) {
+      return { atLeastOneValid: true };
+    }
+
+    if (
+      addSymbolControl.valid ||
+      !addSymbolControl ||
+      searchSymbolControl.valid ||
+      !searchSymbolControl
+    ) {
+      return { atLeastOneValid: false };
+    }
+
+    return { atLeastOneValid: true };
+  }
 }

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.html

@@ -6,13 +6,35 @@
 >
   <h1 i18n mat-dialog-title>Add Asset Profile</h1>
   <div class="flex-grow-1 py-3" mat-dialog-content>
-    <mat-form-field appearance="outline" class="w-100">
-      <mat-label i18n>Name, symbol or ISIN</mat-label>
-      <gf-symbol-autocomplete
-        formControlName="searchSymbol"
-        [includeIndices]="true"
-      />
-    </mat-form-field>
+    <div class="mb-3">
+      <mat-radio-group
+        color="primary"
+        [value]="mode"
+        (change)="onRadioChange($event.value)"
+      >
+        <mat-radio-button name="auto" value="auto"></mat-radio-button>
+        <label class="m-0" for="auto" i18n>Search</label>
+        <mat-radio-button class="ml-3" name="manual" value="manual">
+        </mat-radio-button>
+        <label class="m-0" for="manual" i18n>Add Manually</label>
+      </mat-radio-group>
+    </div>
+
+    <div *ngIf="mode === 'auto'">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Name, symbol or ISIN</mat-label>
+        <gf-symbol-autocomplete
+          formControlName="searchSymbol"
+          [includeIndices]="true"
+        />
+      </mat-form-field>
+    </div>
+    <div *ngIf="mode === 'manual'">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Symbol</mat-label>
+        <input formControlName="addSymbol" matInput />
+      </mat-form-field>
+    </div>
   </div>
   <div class="d-flex justify-content-end" mat-dialog-actions>
     <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
@@ -20,7 +42,7 @@
       color="primary"
       mat-flat-button
       type="submit"
-      [disabled]="!createAssetProfileForm.valid"
+      [disabled]="createAssetProfileForm.hasError('atLeastOneValid')"
     >
       <ng-container i18n>Save</ng-container>
     </button>

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.module.ts

@@ -4,6 +4,8 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+import { MatRadioModule } from '@angular/material/radio';
 import { GfSymbolAutocompleteModule } from '@ghostfolio/ui/symbol-autocomplete';
 
 import { CreateAssetProfileDialog } from './create-asset-profile-dialog.component';
@@ -17,6 +19,8 @@ import { CreateAssetProfileDialog } from './create-asset-profile-dialog.componen
     MatDialogModule,
     MatButtonModule,
     MatFormFieldModule,
+    MatInputModule,
+    MatRadioModule,
     ReactiveFormsModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -1,6 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
-import { MatCheckboxChange } from '@angular/material/checkbox';
-import { environment } from '@ghostfolio/client/../environments/environment';
+import { MatSlideToggleChange } from '@angular/material/slide-toggle';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
@@ -43,7 +42,7 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
   public transactionCount: number;
   public userCount: number;
   public user: User;
-  public version = environment.version;
+  public version: string;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -170,20 +169,20 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     }
   }
 
-  public onReadOnlyModeChange(aEvent: MatCheckboxChange) {
-    this.putAdminSetting({
-      key: PROPERTY_IS_READ_ONLY_MODE,
-      value: aEvent.checked ? true : undefined
-    });
-  }
-
-  public onEnableUserSignupModeChange(aEvent: MatCheckboxChange) {
+  public onEnableUserSignupModeChange(aEvent: MatSlideToggleChange) {
     this.putAdminSetting({
       key: PROPERTY_IS_USER_SIGNUP_ENABLED,
       value: aEvent.checked ? undefined : false
     });
   }
 
+  public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
+    this.putAdminSetting({
+      key: PROPERTY_IS_READ_ONLY_MODE,
+      value: aEvent.checked ? true : undefined
+    });
+  }
+
   public onSetSystemMessage() {
     const systemMessage = prompt($localize`Please set your system message:`);
 
@@ -204,15 +203,18 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
     this.adminService
       .fetchAdminData()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(({ exchangeRates, settings, transactionCount, userCount }) => {
-        this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
-        this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
-        this.exchangeRates = exchangeRates;
-        this.transactionCount = transactionCount;
-        this.userCount = userCount;
+      .subscribe(
+        ({ exchangeRates, settings, transactionCount, userCount, version }) => {
+          this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
+          this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
+          this.exchangeRates = exchangeRates;
+          this.transactionCount = transactionCount;
+          this.userCount = userCount;
+          this.version = version;
 
-        this.changeDetectorRef.markForCheck();
-      });
+          this.changeDetectorRef.markForCheck();
+        }
+      );
   }
 
   private generateCouponCode(aLength: number) {

apps/client/src/app/components/admin-overview/admin-overview.html

@@ -5,14 +5,16 @@
         <mat-card-content>
           <div class="d-flex my-3">
             <div class="w-50" i18n>Version</div>
-            <div class="w-50">{{ version }}</div>
+            <div class="w-50">
+              <gf-value [value]="version" />
+            </div>
           </div>
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="userCount"
               ></gf-value>
             </div>
@@ -21,8 +23,8 @@
             <div class="w-50" i18n>Activity Count</div>
             <div class="w-50">
               <gf-value
-                precision="0"
                 [locale]="user?.settings?.locale"
+                [precision]="0"
                 [value]="transactionCount"
               ></gf-value>
               <div *ngIf="transactionCount && userCount">
@@ -53,6 +55,18 @@
                   </td>
                   <td class="pl-1">{{ exchangeRate.label2 }}</td>
                   <td>
+                    <a
+                      class="h-100 mx-1 no-min-width px-2"
+                      mat-button
+                      [queryParams]="{
+                        assetProfileDialog: true,
+                        dataSource: exchangeRate.dataSource,
+                        symbol: exchangeRate.symbol
+                      }"
+                      [routerLink]="['/admin', 'market-data']"
+                    >
+                      <ion-icon name="create-outline"></ion-icon>
+                    </a>
                     <button
                       *ngIf="customCurrencies.includes(exchangeRate.label2)"
                       class="h-100 mx-1 no-min-width px-2"
@@ -79,21 +93,23 @@
           <div class="d-flex my-3">
             <div class="w-50" i18n>User Signup</div>
             <div class="w-50">
-              <mat-checkbox
+              <mat-slide-toggle
                 color="primary"
+                hideIcon="true"
                 [checked]="info.globalPermissions.includes(permissions.createUserAccount)"
                 (change)="onEnableUserSignupModeChange($event)"
-              ></mat-checkbox>
+              ></mat-slide-toggle>
             </div>
           </div>
           <div *ngIf="hasPermissionToToggleReadOnlyMode" class="d-flex my-3">
             <div class="w-50" i18n>Read-only Mode</div>
             <div class="w-50">
-              <mat-checkbox
+              <mat-slide-toggle
                 color="primary"
+                hideIcon="true"
                 [checked]="info?.isReadOnlyMode"
                 (change)="onReadOnlyModeChange($event)"
-              ></mat-checkbox>
+              ></mat-slide-toggle>
             </div>
           </div>
           <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">

apps/client/src/app/components/admin-overview/admin-overview.module.ts

@@ -3,8 +3,9 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
-import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatSelectModule } from '@angular/material/select';
+import { MatSlideToggleModule } from '@angular/material/slide-toggle';
+import { RouterModule } from '@angular/router';
 import { CacheService } from '@ghostfolio/client/services/cache.service';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -18,10 +19,11 @@ import { AdminOverviewComponent } from './admin-overview.component';
     FormsModule,
     GfValueModule,
     MatButtonModule,
-    MatCheckboxModule,
     MatCardModule,
     MatSelectModule,
-    ReactiveFormsModule
+    MatSlideToggleModule,
+    ReactiveFormsModule,
+    RouterModule
   ],
   providers: [CacheService],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

apps/client/src/app/components/admin-platform/admin-platform.component.html

@@ -86,12 +86,16 @@
             </button>
             <mat-menu #platformMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdatePlatform(element)">
-                <ion-icon class="mr-2" name="create-outline"></ion-icon>
-                <span i18n>Edit</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
               </button>
               <button mat-menu-item (click)="onDeletePlatform(element.id)">
-                <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-                <span i18n>Delete</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

apps/client/src/app/components/admin-tag/admin-tag.component.html

@@ -66,12 +66,16 @@
             </button>
             <mat-menu #tagMenu="matMenu" xPosition="before">
               <button mat-menu-item (click)="onUpdateTag(element)">
-                <ion-icon class="mr-2" name="create-outline"></ion-icon>
-                <span i18n>Edit</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="create-outline"></ion-icon>
+                  <span i18n>Edit</span>
+                </span>
               </button>
               <button mat-menu-item (click)="onDeleteTag(element.id)">
-                <ion-icon class="mr-2" name="trash-outline"></ion-icon>
-                <span i18n>Delete</span>
+                <span class="align-items-center d-flex">
+                  <ion-icon class="mr-2" name="trash-outline"></ion-icon>
+                  <span i18n>Delete</span>
+                </span>
               </button>
             </mat-menu>
           </td>

apps/client/src/app/components/admin-users/admin-users.component.ts

@@ -1,4 +1,5 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { MatTableDataSource } from '@angular/material/table';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
@@ -20,13 +21,15 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './admin-users.html'
 })
 export class AdminUsersComponent implements OnDestroy, OnInit {
+  public dataSource: MatTableDataSource<AdminData['users'][0]> =
+    new MatTableDataSource();
   public defaultDateFormat: string;
+  public displayedColumns: string[] = [];
   public getEmojiFlag = getEmojiFlag;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToImpersonateAllUsers: boolean;
   public info: InfoItem;
   public user: User;
-  public users: AdminData['users'];
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -44,6 +47,29 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
       permissions.enableSubscription
     );
 
+    if (this.hasPermissionForSubscription) {
+      this.displayedColumns = [
+        'index',
+        'user',
+        'country',
+        'registration',
+        'accounts',
+        'activities',
+        'engagementPerDay',
+        'lastRequest',
+        'actions'
+      ];
+    } else {
+      this.displayedColumns = [
+        'index',
+        'user',
+        'registration',
+        'accounts',
+        'activities',
+        'actions'
+      ];
+    }
+
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {
@@ -118,7 +144,7 @@ export class AdminUsersComponent implements OnDestroy, OnInit {
       .fetchAdminData()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ users }) => {
-        this.users = users;
+        this.dataSource = new MatTableDataSource(users);
 
         this.changeDetectorRef.markForCheck();
       });

apps/client/src/app/components/admin-users/admin-users.html

@@ -2,136 +2,236 @@
   <div class="row">
     <div class="col">
       <div class="users">
-        <table class="gf-table">
-          <thead>
-            <tr class="mat-mdc-header-row">
-              <th class="mat-mdc-header-cell px-1 py-2 text-right">#</th>
-              <th class="mat-mdc-header-cell px-1 py-2" i18n>User</th>
-              <th
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-header-cell px-1 py-2"
-              >
-                <ng-container i18n>Country</ng-container>
-              </th>
-              <th class="mat-mdc-header-cell px-1 py-2">
-                <ng-container i18n>Registration</ng-container>
-              </th>
-              <th class="mat-mdc-header-cell px-1 py-2 text-right">
-                <ng-container i18n>Accounts</ng-container>
-              </th>
-              <th class="mat-mdc-header-cell px-1 py-2 text-right">
-                <ng-container i18n>Activities</ng-container>
-              </th>
-              <th
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-header-cell px-1 py-2 text-right"
-              >
-                <ng-container i18n>Engagement per Day</ng-container>
-              </th>
-              <th
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-header-cell px-1 py-2"
-                i18n
-              >
-                Last Request
-              </th>
-              <th class="mat-mdc-header-cell px-1 py-2"></th>
-            </tr>
-          </thead>
-          <tbody>
-            <tr
-              *ngFor="let userItem of users; let i = index"
-              class="mat-mdc-row"
+        <table class="gf-table" mat-table [dataSource]="dataSource">
+          <ng-container matColumnDef="index">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2 text-right"
+              mat-header-cell
             >
-              <td class="mat-mdc-cell px-1 py-2 text-right">{{ i + 1 }}</td>
-              <td class="mat-mdc-cell px-1 py-2">
-                <div class="d-flex align-items-center">
-                  <span class="d-none d-sm-inline-block text-monospace"
-                    >{{ userItem.id }}</span
-                  >
-                  <span class="d-inline-block d-sm-none text-monospace"
-                    >{{ (userItem.id | slice:0:5) + '...' }}</span
-                  >
-                  <gf-premium-indicator
-                    *ngIf="userItem?.subscription?.type === 'Premium'"
-                    class="ml-1"
-                    [enableLink]="false"
-                    [title]="'Expires ' + formatDistanceToNow(userItem.subscription.expiresAt) + ' (' + (userItem.subscription.expiresAt | date: defaultDateFormat) + ')'"
-                  ></gf-premium-indicator>
-                </div>
-              </td>
-              <td
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-cell px-1 py-2"
-              >
-                <span class="h5" [title]="userItem.country"
-                  >{{ getEmojiFlag(userItem.country) }}</span
+              #
+            </th>
+            <td
+              *matCellDef="let element; let i=index"
+              class="mat-mdc-cell px-1 py-2 text-right"
+              mat-cell
+            >
+              {{ i + 1 }}
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="user">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2"
+              i18n
+              mat-header-cell
+            >
+              User
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2"
+              mat-cell
+            >
+              <div class="d-flex align-items-center">
+                <span class="d-none d-sm-inline-block text-monospace"
+                  >{{ element.id }}</span
                 >
-              </td>
-              <td class="mat-mdc-cell px-1 py-2">
-                {{ formatDistanceToNow(userItem.createdAt) }}
-              </td>
-              <td class="mat-mdc-cell px-1 py-2 text-right">
-                <gf-value
-                  class="d-inline-block justify-content-end"
-                  [locale]="user?.settings?.locale"
-                  [value]="userItem.accountCount"
-                ></gf-value>
-              </td>
-              <td class="mat-mdc-cell px-1 py-2 text-right">
-                <gf-value
-                  class="d-inline-block justify-content-end"
-                  [locale]="user?.settings?.locale"
-                  [value]="userItem.transactionCount"
-                ></gf-value>
-              </td>
-              <td
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-cell px-1 py-2 text-right"
+                <span class="d-inline-block d-sm-none text-monospace"
+                  >{{ (element.id | slice:0:5) + '...' }}</span
+                >
+                <gf-premium-indicator
+                  *ngIf="element?.subscription?.type === 'Premium'"
+                  class="ml-1"
+                  [enableLink]="false"
+                  [title]="'Expires ' + formatDistanceToNow(element.subscription.expiresAt) + ' (' + (element.subscription.expiresAt | date: defaultDateFormat) + ')'"
+                ></gf-premium-indicator>
+              </div>
+            </td>
+          </ng-container>
+
+          <ng-container
+            *ngIf="hasPermissionForSubscription"
+            matColumnDef="country"
+          >
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2"
+              mat-header-cell
+            >
+              <ng-container i18n>Country</ng-container>
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2"
+              mat-cell
+            >
+              <span class="h5" [title]="element.country"
+                >{{ getEmojiFlag(element.country) }}</span
               >
-                <gf-value
-                  class="d-inline-block justify-content-end"
-                  [locale]="user?.settings?.locale"
-                  [precision]="0"
-                  [value]="userItem.engagement"
-                ></gf-value>
-              </td>
-              <td
-                *ngIf="hasPermissionForSubscription"
-                class="mat-mdc-cell px-1 py-2"
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="registration">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2"
+              mat-header-cell
+            >
+              <ng-container i18n>Registration</ng-container>
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2"
+              mat-cell
+            >
+              {{ formatDistanceToNow(element.createdAt) }}
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="accounts">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2 text-right"
+              mat-header-cell
+            >
+              <ng-container i18n>Accounts</ng-container>
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2 text-right"
+              mat-cell
+            >
+              <gf-value
+                class="d-inline-block justify-content-end"
+                [locale]="user?.settings?.locale"
+                [value]="element.accountCount"
+              ></gf-value>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="activities">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2 text-right"
+              mat-header-cell
+            >
+              <ng-container i18n>Activities</ng-container>
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2 text-right"
+              mat-cell
+            >
+              <gf-value
+                class="d-inline-block justify-content-end"
+                [locale]="user?.settings?.locale"
+                [value]="element.transactionCount"
+              ></gf-value>
+            </td>
+          </ng-container>
+
+          <ng-container
+            *ngIf="hasPermissionForSubscription"
+            matColumnDef="engagementPerDay"
+          >
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2 text-right"
+              mat-header-cell
+            >
+              <ng-container i18n>Engagement per Day</ng-container>
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2 text-right"
+              mat-cell
+            >
+              <gf-value
+                class="d-inline-block justify-content-end"
+                [locale]="user?.settings?.locale"
+                [precision]="0"
+                [value]="element.engagement"
+              ></gf-value>
+            </td>
+          </ng-container>
+
+          <ng-container
+            *ngIf="hasPermissionForSubscription"
+            matColumnDef="lastRequest"
+          >
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2"
+              i18n
+              mat-header-cell
+            >
+              Last Request
+            </th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2"
+              mat-cell
+            >
+              {{ formatDistanceToNow(element.lastActivity) }}
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="actions">
+            <th
+              *matHeaderCellDef
+              class="mat-mdc-header-cell px-1 py-2"
+              mat-header-cell
+            ></th>
+            <td
+              *matCellDef="let element"
+              class="mat-mdc-cell px-1 py-2"
+              mat-cell
+            >
+              <button
+                class="mx-1 no-min-width px-2"
+                mat-button
+                [matMenuTriggerFor]="userMenu"
+                (click)="$event.stopPropagation()"
               >
-                {{ formatDistanceToNow(userItem.lastActivity) }}
-              </td>
-              <td class="mat-mdc-cell px-1 py-2">
+                <ion-icon name="ellipsis-horizontal"></ion-icon>
+              </button>
+              <mat-menu #userMenu="matMenu" xPosition="before">
                 <button
-                  class="mx-1 no-min-width px-2"
-                  mat-button
-                  [matMenuTriggerFor]="userMenu"
-                  (click)="$event.stopPropagation()"
+                  *ngIf="hasPermissionToImpersonateAllUsers"
+                  mat-menu-item
+                  (click)="onImpersonateUser(element.id)"
                 >
-                  <ion-icon name="ellipsis-horizontal"></ion-icon>
-                </button>
-                <mat-menu #userMenu="matMenu" xPosition="before">
-                  <button
-                    *ngIf="hasPermissionToImpersonateAllUsers"
-                    mat-menu-item
-                    (click)="onImpersonateUser(userItem.id)"
-                  >
+                  <span class="align-items-center d-flex">
                     <ion-icon class="mr-2" name="contract-outline"></ion-icon>
                     <span i18n>Impersonate User</span>
-                  </button>
-                  <button
-                    mat-menu-item
-                    [disabled]="userItem.id === user?.id"
-                    (click)="onDeleteUser(userItem.id)"
-                  >
+                  </span>
+                </button>
+                <button
+                  mat-menu-item
+                  [disabled]="element.id === user?.id"
+                  (click)="onDeleteUser(element.id)"
+                >
+                  <span class="align-items-center d-flex">
                     <ion-icon class="mr-2" name="trash-outline"></ion-icon>
                     <span i18n>Delete User</span>
-                  </button>
-                </mat-menu>
-              </td>
-            </tr>
-          </tbody>
+                  </span>
+                </button>
+              </mat-menu>
+            </td>
+          </ng-container>
+
+          <tr
+            *matHeaderRowDef="displayedColumns"
+            class="mat-mdc-header-row"
+            mat-header-row
+          ></tr>
+          <tr
+            *matRowDef="let row; columns: displayedColumns"
+            class="mat-mdc-row"
+            mat-row
+          ></tr>
         </table>
       </div>
     </div>

apps/client/src/app/components/admin-users/admin-users.module.ts

@@ -2,6 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatMenuModule } from '@angular/material/menu';
+import { MatTableModule } from '@angular/material/table';
 import { GfPremiumIndicatorModule } from '@ghostfolio/ui/premium-indicator';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -15,7 +16,8 @@ import { AdminUsersComponent } from './admin-users.component';
     GfPremiumIndicatorModule,
     GfValueModule,
     MatButtonModule,
-    MatMenuModule
+    MatMenuModule,
+    MatTableModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })

apps/client/src/app/components/dialog-footer/dialog-footer.component.html

@@ -1,6 +1,5 @@
 <button
   *ngIf="deviceType === 'mobile'"
-  class="mt-2"
   mat-button
   (click)="onClickCloseButton()"
 >

apps/client/src/app/components/dialog-footer/dialog-footer.component.scss

@@ -1,7 +1,9 @@
 :host {
   display: flex;
   flex: 0 0 auto;
-  margin-bottom: 0;
   min-height: 0;
-  padding: 0 !important;
+
+  @media (min-width: 576px) {
+    padding: 0 !important;
+  }
 }

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

@@ -110,6 +110,34 @@
           >About</a
         >
       </li>
+      <li *ngIf="hasPermissionToAccessAssistant" class="list-inline-item">
+        <button
+          #assistantTrigger="matMenuTrigger"
+          class="h-100 no-min-width px-2"
+          mat-button
+          [mat-menu-trigger-for]="assistantMenu"
+          [matMenuTriggerRestoreFocus]="false"
+          (menuOpened)="onOpenAssistant()"
+        >
+          <ion-icon name="search-outline"></ion-icon>
+        </button>
+        <mat-menu
+          #assistantMenu="matMenu"
+          class="assistant"
+          xPosition="before"
+          [overlapTrigger]="true"
+          (closed)="assistantElement?.setIsOpen(false)"
+        >
+          <gf-assistant
+            #assistant
+            [deviceType]="deviceType"
+            [hasPermissionToAccessAdminControl]="
+              hasPermissionToAccessAdminControl
+            "
+            (closed)="closeAssistant()"
+          />
+        </mat-menu>
+      </li>
       <li class="list-inline-item">
         <button
           class="no-min-width px-1"
@@ -272,7 +300,7 @@
           mat-flat-button
           [ngClass]="{
             'font-weight-bold': currentRoute === routeFeatures,
-            'text-decoration-underline': currentRoute === routeFeatuers
+            'text-decoration-underline': currentRoute === routeFeatures
           }"
           [routerLink]="routerLinkFeatures"
           >Features</a

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

@@ -22,7 +22,7 @@
     }
 
     .mdc-button {
-      height: unset;
+      height: 100%;
 
       &:not(.mat-primary) {
         background-color: transparent;

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

@@ -2,11 +2,14 @@ import {
   ChangeDetectionStrategy,
   Component,
   EventEmitter,
+  HostListener,
   Input,
   OnChanges,
-  Output
+  Output,
+  ViewChild
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
+import { MatMenuTrigger } from '@angular/material/menu';
 import { Router } from '@angular/router';
 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';
@@ -18,6 +21,7 @@ import {
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
 import { InfoItem, User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { AssistantComponent } from '@ghostfolio/ui/assistant/assistant.component';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
@@ -28,7 +32,24 @@ import { catchError, takeUntil } from 'rxjs/operators';
   styleUrls: ['./header.component.scss']
 })
 export class HeaderComponent implements OnChanges {
+  @HostListener('window:keydown', ['$event'])
+  openAssistantWithHotKey(event: KeyboardEvent) {
+    if (
+      event.key === '/' &&
+      event.target instanceof Element &&
+      event.target?.nodeName?.toLowerCase() !== 'input' &&
+      event.target?.nodeName?.toLowerCase() !== 'textarea' &&
+      this.hasPermissionToAccessAssistant
+    ) {
+      this.assistantElement.setIsOpen(true);
+      this.assistentMenuTriggerElement.openMenu();
+
+      event.preventDefault();
+    }
+  }
+
   @Input() currentRoute: string;
+  @Input() deviceType: string;
   @Input() hasTabs: boolean;
   @Input() info: InfoItem;
   @Input() pageTitle: string;
@@ -36,9 +57,13 @@ export class HeaderComponent implements OnChanges {
 
   @Output() signOut = new EventEmitter<void>();
 
+  @ViewChild('assistant') assistantElement: AssistantComponent;
+  @ViewChild('assistantTrigger') assistentMenuTriggerElement: MatMenuTrigger;
+
   public hasPermissionForSocialLogin: boolean;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessAdminControl: boolean;
+  public hasPermissionToAccessAssistant: boolean;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
   public hasPermissionToCreateUser: boolean;
   public impersonationId: string;
@@ -89,6 +114,11 @@ export class HeaderComponent implements OnChanges {
       permissions.accessAdminControl
     );
 
+    this.hasPermissionToAccessAssistant = hasPermission(
+      this.user?.permissions,
+      permissions.accessAssistant
+    );
+
     this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
       this.info?.globalPermissions,
       permissions.enableFearAndGreedIndex
@@ -100,6 +130,10 @@ export class HeaderComponent implements OnChanges {
     );
   }
 
+  public closeAssistant() {
+    this.assistentMenuTriggerElement?.closeMenu();
+  }
+
   public impersonateAccount(aId: string) {
     if (aId) {
       this.impersonationStorageService.setId(aId);
@@ -118,6 +152,10 @@ export class HeaderComponent implements OnChanges {
     this.isMenuOpen = true;
   }
 
+  public onOpenAssistant() {
+    this.assistantElement.initialize();
+  }
+
   public onSignOut() {
     this.signOut.next();
   }

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

@@ -5,6 +5,7 @@ import { MatMenuModule } from '@angular/material/menu';
 import { MatToolbarModule } from '@angular/material/toolbar';
 import { RouterModule } from '@angular/router';
 import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.module';
+import { GfAssistantModule } from '@ghostfolio/ui/assistant';
 import { GfLogoModule } from '@ghostfolio/ui/logo';
 
 import { HeaderComponent } from './header.component';
@@ -14,6 +15,7 @@ import { HeaderComponent } from './header.component';
   exports: [HeaderComponent],
   imports: [
     CommonModule,
+    GfAssistantModule,
     GfLogoModule,
     LoginWithAccessTokenDialogModule,
     MatButtonModule,

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

@@ -81,8 +81,6 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
       .subscribe((impersonationId) => {
         this.hasImpersonationId = !!impersonationId;
       });
-
-    this.update();
   }
 
   public onChangeDateRange(dateRange: DateRange) {

apps/client/src/app/components/home-holdings/home-holdings.html

@@ -1,5 +1,5 @@
 <div class="container justify-content-center p-3">
-  <div *ngIf="user.settings.viewMode !== 'ZEN'" class="mb-3 text-center">
+  <div class="mb-3 text-center">
     <gf-toggle
       [defaultValue]="user?.settings?.dateRange"
       [isLoading]="positions === undefined"

apps/client/src/app/components/home-market/home-market.html

@@ -1,6 +1,6 @@
 <div class="container">
   <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Markets</h1>
-  <div class="mb-5 row">
+  <div *ngIf="hasPermissionToAccessFearAndGreedIndex" class="mb-5 row">
     <div class="col-xs-12 col-md-8 offset-md-2">
       <div class="mb-2 text-center text-muted">
         <small i18n>Last {{ numberOfDays }} Days</small>
@@ -8,15 +8,15 @@
       <gf-line-chart
         class="mb-3"
         symbol="Fear & Greed Index"
-        yMax="100"
-        yMin="0"
         [colorScheme]="user?.settings?.colorScheme"
         [historicalDataItems]="historicalDataItems"
         [isAnimated]="true"
         [locale]="user?.settings?.locale"
         [showXAxis]="true"
         [showYAxis]="true"
+        [yMax]="100"
         [yMaxLabel]="greedLabel"
+        [yMin]="0"
         [yMinLabel]="fearLabel"
       ></gf-line-chart>
       <gf-fear-and-greed-index

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

@@ -1,5 +1,5 @@
 import { CommonModule } from '@angular/common';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
@@ -8,6 +8,7 @@ import { PortfolioPerformanceComponent } from './portfolio-performance.component
 @NgModule({
   declarations: [PortfolioPerformanceComponent],
   exports: [PortfolioPerformanceComponent],
-  imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule]
+  imports: [CommonModule, GfValueModule, NgxSkeletonLoaderModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfPortfolioPerformanceModule {}

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html

@@ -155,16 +155,18 @@
           [isDate]="true"
           [locale]="data.locale"
           [value]="firstBuyDate"
-          >First Buy Date</gf-value
+          >First Activity</gf-value
         >
       </div>
       <div class="col-6 mb-3">
         <gf-value
-          i18n
           size="medium"
           [locale]="data.locale"
           [value]="transactionCount"
-          >Transactions</gf-value
+          ><ng-container *ngIf="transactionCount === 1">Activity</ng-container
+          ><ng-container *ngIf="transactionCount !== 1"
+            >Activities</ng-container
+          ></gf-value
         >
       </div>
       <div class="col-6 mb-3">
@@ -213,11 +215,11 @@
           <div class="col-md-6 mb-3">
             <div class="h5" i18n>Sectors</div>
             <gf-portfolio-proportion-chart
-              [baseCurrency]="user?.settings?.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
               [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
-              [locale]="user?.settings?.locale"
+              [locale]="data.locale"
               [maxItems]="10"
               [positions]="sectors"
             ></gf-portfolio-proportion-chart>
@@ -225,11 +227,11 @@
           <div class="col-md-6 mb-3">
             <div class="h5" i18n>Countries</div>
             <gf-portfolio-proportion-chart
-              [baseCurrency]="user?.settings?.baseCurrency"
+              [baseCurrency]="data.baseCurrency"
               [colorScheme]="data.colorScheme"
               [isInPercent]="true"
               [keys]="['name']"
-              [locale]="user?.settings?.locale"
+              [locale]="data.locale"
               [maxItems]="10"
               [positions]="countries"
             ></gf-portfolio-proportion-chart>

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

@@ -4,7 +4,9 @@ import {
   Inject,
   OnDestroy
 } from '@angular/core';
+import { FormBuilder, FormGroup, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { CreateAccessDto } from '@ghostfolio/api/app/access/create-access.dto';
 import { Subject } from 'rxjs';
 
 import { CreateOrUpdateAccessDialogParams } from './interfaces/interfaces';
@@ -17,19 +19,36 @@ import { CreateOrUpdateAccessDialogParams } from './interfaces/interfaces';
   templateUrl: 'create-or-update-access-dialog.html'
 })
 export class CreateOrUpdateAccessDialog implements OnDestroy {
+  public accessForm: FormGroup;
+
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
+    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccessDialogParams,
     public dialogRef: MatDialogRef<CreateOrUpdateAccessDialog>,
-    @Inject(MAT_DIALOG_DATA) public data: CreateOrUpdateAccessDialogParams
+    private formBuilder: FormBuilder
   ) {}
 
-  ngOnInit() {}
+  ngOnInit() {
+    this.accessForm = this.formBuilder.group({
+      alias: [this.data.access.alias],
+      type: [this.data.access.type, Validators.required]
+    });
+  }
 
   public onCancel() {
     this.dialogRef.close();
   }
 
+  public onSubmit() {
+    const access: CreateAccessDto = {
+      alias: this.accessForm.controls['alias'].value,
+      type: this.accessForm.controls['type'].value
+    };
+
+    this.dialogRef.close({ access });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -1,33 +1,38 @@
-<form #addAccessForm="ngForm" class="d-flex flex-column h-100">
+<form
+  class="d-flex flex-column h-100"
+  [formGroup]="accessForm"
+  (keyup.enter)="accessForm.valid && onSubmit()"
+  (ngSubmit)="onSubmit()"
+>
   <h1 i18n mat-dialog-title>Grant access</h1>
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Alias</mat-label>
         <input
+          formControlName="alias"
           matInput
-          name="alias"
           type="text"
-          [(ngModel)]="data.access.alias"
+          (keydown.enter)="$event.stopPropagation()"
         />
       </mat-form-field>
     </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
-        <mat-select name="type" required [(value)]="data.access.type">
+        <mat-select formControlName="type">
           <mat-option i18n value="PUBLIC">Public</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>
-    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button i18n mat-button type="button" (click)="onCancel()">Cancel</button>
     <button
       color="primary"
       mat-flat-button
-      [disabled]="!addAccessForm.form.valid"
-      [mat-dialog-close]="data"
+      type="submit"
+      [disabled]="!accessForm.valid"
     >
       <ng-container i18n>Save</ng-container>
     </button>