Release 2.98.0 (#3615)

* Skip derived currencies

* Update changelog

.eslintrc.json

@@ -24,12 +24,18 @@
     {
       "files": ["*.ts", "*.tsx"],
       "extends": ["plugin:@nx/typescript"],
-      "rules": {}
+      "rules": {
+        "@typescript-eslint/no-extra-semi": "error",
+        "no-extra-semi": "off"
+      }
     },
     {
       "files": ["*.js", "*.jsx"],
       "extends": ["plugin:@nx/javascript"],
-      "rules": {}
+      "rules": {
+        "@typescript-eslint/no-extra-semi": "error",
+        "no-extra-semi": "off"
+      }
     },
     {
       "files": ["*.ts"],

.github/workflows/build-code.yml

@@ -13,7 +13,7 @@ jobs:
     strategy:
       matrix:
         node_version:
-          - 18
+          - 20
     steps:
       - name: Checkout code
         uses: actions/checkout@v4

.gitignore

@@ -28,6 +28,7 @@
 .env
 .env.prod
 .nx/cache
+.nx/workspace-data
 /.sass-cache
 /connect.lock
 /coverage

.nvmrc

@@ -1 +1 @@
-v18
+v20

.prettierignore

@@ -1,4 +1,5 @@
 /.nx/cache
+/.nx/workspace-data
 /apps/client/src/polyfills.ts
 /dist
 /test/import

CHANGELOG.md

@@ -5,6 +5,269 @@ 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).
 
+## 2.98.0 - 2024-07-27
+
+### Added
+
+- Set up the language localization for Catalan (`ca`)
+
+### Changed
+
+- Improved the account selector of the create or update activity dialog
+- Improved the handling of the numerical precision in the value component
+- Skipped derived currencies in the get quotes functionality of the data provider service
+- Improved the language localization for Spanish (`es`)
+- Upgraded `angular` from version `18.0.4` to `18.1.1`
+- Upgraded `Nx` from version `19.4.3` to `19.5.1`
+- Upgraded `prisma` from version `5.16.1` to `5.17.0`
+
+### Fixed
+
+- Fixed the dividend import from a data provider for holdings without an account
+- Fixed an issue in the public page related to a non-existent access
+
+## 2.97.0 - 2024-07-20
+
+### Added
+
+- Added _selfh.st_ to the _As seen in_ section on the landing page
+
+### Changed
+
+- Improved the numerical precision in the holding detail dialog
+- Improved the handling of the numerical precision in the value component
+- Optimized the 7d data gathering by prioritizing the currencies
+- Improved the language localization for German (`de`)
+- Upgraded `Node.js` from version `18` to `20` (`Dockerfile`)
+- Upgraded `Nx` from version `19.4.0` to `19.4.3`
+- Upgraded `prettier` from version `3.3.1` to `3.3.3`
+
+### Fixed
+
+- Fixed the table sorting of the holdings tab on the home page
+
+## 2.96.0 - 2024-07-13
+
+### Changed
+
+- Improved the chart of the holdings tab on the home page (experimental)
+- Separated the icon purposes in the `site.webmanifest`
+
+### Fixed
+
+- Fixed an issue in the portfolio summary with the currency conversion of fees
+- Fixed an issue in the the search for a holding
+- Removed the show condition of the experimental features setting in the user settings
+
+## 2.95.0 - 2024-07-12
+
+### Added
+
+- Added a chart to the holdings tab of the home page (experimental)
+
+## 2.94.0 - 2024-07-09
+
+### Changed
+
+- Improved the language localization for German (`de`)
+
+### Fixed
+
+- Fixed a pagination issue in the activities endpoint by adding `id` as a secondary sort criterion to `date` to ensure consistent ordering
+
+## 2.93.0 - 2024-07-07
+
+### Added
+
+- Added the _Crypto Coins Heatmap_ to the resources section
+- Added the _Stock Heatmap_ to the resources section
+- Extended the content of the _Self-Hosting_ section by the platforms concept on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Improved the allocations by ETF holding on the allocations page for the impersonation mode (experimental)
+- Improved the detection of REST APIs (`JSON`) used via the scraper configuration
+- Improved the usability to delete an asset profile of type currency in the historical market data table and the asset profile details dialog of the admin control
+- Refreshed the cryptocurrencies list
+- Refactored the thresholds of the rules in the _X-ray_ section
+- Removed the obsolete `version` from the `docker-compose` files
+- Upgraded `Nx` from version `19.2.2` to `19.4.0`
+
+## 2.92.0 - 2024-06-30
+
+### Added
+
+- Added support for bulk deletion of asset profiles from the market data table in the admin control panel
+
+### Changed
+
+- Added support for derived currencies in the currency validation
+- Added support for automatic deletion of unused asset profiles when deleting activities
+- Improved the caching of the benchmarks in the markets overview (only cache if needed)
+- Upgraded `prisma` from version `5.15.0` to `5.16.1`
+
+### Fixed
+
+- Fixed an issue with the all time high in the benchmarks of the markets overview
+
+## 2.91.0 - 2024-06-26
+
+### Added
+
+- Added a benchmarks preset to the historical market data table of the admin control panel
+
+### Changed
+
+- Upgraded `angular` from version `18.0.2` to `18.0.4`
+
+### Fixed
+
+- Fixed the dialog position (center) on mobile
+- Fixed the horizontal overflow in the historical market data table of the admin control panel
+- Changed the mechanism of the `INTRADAY` data gathering to persist data only if the market state is `OPEN`
+- Fixed the creation of activities with `MANUAL` data source (with no historical market data)
+
+## 2.90.0 - 2024-06-22
+
+### Added
+
+- Added a dialog for the benchmarks in the markets overview
+- Extended the asset profile details dialog of the admin control for currencies
+- Extended the content of the _Self-Hosting_ section by the mobile app question on the Frequently Asked Questions (FAQ) page
+
+### Changed
+
+- Moved the indicator for active filters from experimental to general availability
+- Improved the error handling in the biometric authentication registration
+- Improved the language localization for German (`de`)
+- Set up SSL for local development
+- Upgraded the _Stripe_ dependencies
+- Upgraded `marked` from version `9.1.6` to `13.0.0`
+- Upgraded `ngx-device-detector` from version `5.0.1` to `8.0.0`
+- Upgraded `ngx-markdown` from version `17.1.1` to `18.0.0`
+- Upgraded `zone.js` from version `0.14.5` to `0.14.7`
+
+## 2.89.0 - 2024-06-14
+
+### Added
+
+- Extended the historical market data table with currencies preset by date and activities count in the admin control panel
+
+### Changed
+
+- Improved the date validation in the create, import and update activities endpoints
+- Improved the language localization for German (`de`)
+
+## 2.88.0 - 2024-06-11
+
+### Added
+
+- Set the image source label in `Dockerfile`
+
+### Changed
+
+- Improved the style of the blog post list
+- Migrated the `@ghostfolio/client` components to control flow
+- Improved the language localization for German (`de`)
+- Upgraded `angular` from version `17.3.10` to `18.0.2`
+- Upgraded `Nx` from version `19.0.5` to `19.2.2`
+
+## 2.87.0 - 2024-06-08
+
+### Changed
+
+- Improved the portfolio summary
+- Improved the allocations by ETF holding on the allocations page (experimental)
+- Improved the error handling in the `HttpResponseInterceptor`
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.14.0` to `5.15.0`
+
+### Fixed
+
+- Fixed an issue in the _FIRE_ calculator
+
+## 2.86.0 - 2024-06-07
+
+### Added
+
+- Introduced the allocations by ETF holding on the allocations page (experimental)
+
+### Changed
+
+- Upgraded `prettier` from version `3.2.5` to `3.3.1`
+
+## 2.85.0 - 2024-06-06
+
+### Added
+
+- Added the ability to close a user account
+
+### Changed
+
+- Improved the language localization for German (`de`)
+- Upgraded `ng-extract-i18n-merge` from version `2.10.0` to `2.12.0`
+
+### Fixed
+
+- Fixed an issue with the default locale in the value component
+
+## 2.84.0 - 2024-06-01
+
+### Added
+
+- Added the data provider information to the asset profile details dialog of the admin control
+- Added the cascading on delete for various relations in the database schema
+
+### Fixed
+
+- Fixed an issue with the initial annual interest rate in the _FIRE_ calculator
+- Fixed the state handling in the currency selector
+- Fixed the deletion of an asset profile with symbol profile overrides in the asset profile details dialog of the admin control
+
+## 2.83.0 - 2024-05-30
+
+### Changed
+
+- Upgraded `@nestjs/passport` from version `10.0.0` to `10.0.3`
+- Upgraded `angular` from version `17.3.5` to `17.3.10`
+- Upgraded `class-validator` from version `0.14.0` to `0.14.1`
+- Upgraded `countup.js` from version `2.3.2` to `2.8.0`
+- Upgraded `Nx` from version `19.0.2` to `19.0.5`
+- Upgraded `passport` from version `0.6.0` to `0.7.0`
+- Upgraded `passport-jwt` from version `4.0.0` to `4.0.1`
+- Upgraded `prisma` from version `5.13.0` to `5.14.0`
+- Upgraded `yahoo-finance2` from version `2.11.2` to `2.11.3`
+
+## 2.82.0 - 2024-05-22
+
+### Changed
+
+- Improved the usability of the create or update activity dialog by preselecting the (only) account
+- Improved the usability of the date range selector in the assistant
+- Refactored the holding detail dialog to a standalone component
+- Refreshed the cryptocurrencies list
+- Refactored various pages to standalone components
+- Upgraded `@internationalized/number` from version `3.5.0` to `3.5.2`
+- Upgraded `body-parser` from version `1.20.1` to `1.20.2`
+- Upgraded `zone.js` from version `0.14.4` to `0.14.5`
+
+## 2.81.0 - 2024-05-12
+
+### Added
+
+- Added an indicator for active filters (experimental)
+
+### Changed
+
+- Improved the delete all activities functionality on the portfolio activities page to work with the filters of the assistant
+- Improved the language localization for German (`de`)
+- Improved the language localization for Türkçe (`tr`)
+- Upgraded `Nx` from version `18.3.3` to `19.0.2`
+
+### Fixed
+
+- Fixed the position detail dialog close functionality
+
 ## 2.80.0 - 2024-05-08
 
 ### Added
@@ -4590,7 +4853,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added the attribute `precision` in the value component
+- Added the attribute `precision` to the value component
 
 ### Fixed
 

DEVELOPMENT.md

@@ -10,7 +10,7 @@ Remove permission in `UserService` using `without()`
 
 ### Frontend
 
-Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
+Use `@if (user?.settings?.isExperimentalFeatures) {}` in HTML template
 
 ## Git
 

Dockerfile

@@ -1,4 +1,4 @@
-FROM --platform=$BUILDPLATFORM node:18-slim as builder
+FROM --platform=$BUILDPLATFORM node:20-slim as builder
 
 # Build application and add additional files
 WORKDIR /ghostfolio
@@ -50,7 +50,10 @@ COPY package.json /ghostfolio/dist/apps/api
 RUN yarn database:generate-typings
 
 # Image to run, copy everything needed from builder
-FROM node:18-slim
+FROM node:20-slim
+
+LABEL org.opencontainers.image.source="https://github.com/ghostfolio/ghostfolio"
+
 RUN apt update && apt install -y \
     curl \
     openssl \

README.md

@@ -7,7 +7,7 @@
 **Open Source Wealth Management Software**
 
 [**Ghostfol.io**](https://ghostfol.io) | [**Live Demo**](https://ghostfol.io/en/demo) | [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) | [**FAQ**](https://ghostfol.io/en/faq) |
-[**Blog**](https://ghostfol.io/en/blog) | [**Slack**](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) | [**X**](https://twitter.com/ghostfolio_)
+[**Blog**](https://ghostfol.io/en/blog) | [**Slack**](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) | [**X**](https://x.com/ghostfolio_)
 
 [![Shield: Buy me a coffee](https://img.shields.io/badge/Buy%20me%20a%20coffee-Support-yellow?logo=buymeacoffee)](https://www.buymeacoffee.com/ghostfolio)
 [![Shield: Contributions Welcome](https://img.shields.io/badge/Contributions-Welcome-orange.svg)](#contributing)
@@ -47,7 +47,7 @@ Ghostfolio is for you if you are...
 
 - ✅ Create, update and delete transactions
 - ✅ Multi account management
-- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `YTD`, `1Y`, `5Y`, `Max`
+- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `WTD`, `MTD`, `YTD`, `1Y`, `5Y`, `Max`
 - ✅ Various charts
 - ✅ Static analysis to identify potential risks in your portfolio
 - ✅ Import and export transactions
@@ -87,21 +87,21 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
 
 | Name                     | Type                | Default Value | Description                                                                                                                         |
 | ------------------------ | ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
-| `ACCESS_TOKEN_SALT`      | string              |               | A random string used as salt for access tokens                                                                                      |
-| `API_KEY_COINGECKO_DEMO` | string (`optional`) |               | The _CoinGecko_ Demo API key                                                                                                        |
-| `API_KEY_COINGECKO_PRO`  | string (`optional`) |               | The _CoinGecko_ Pro API                                                                                                             |
-| `DATABASE_URL`           | string              |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
-| `HOST`                   | string (`optional`) | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
-| `JWT_SECRET_KEY`         | string              |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
-| `PORT`                   | number (`optional`) | `3333`        | The port where the Ghostfolio application will run on                                                                               |
-| `POSTGRES_DB`            | string              |               | The name of the _PostgreSQL_ database                                                                                               |
-| `POSTGRES_PASSWORD`      | string              |               | The password of the _PostgreSQL_ database                                                                                           |
-| `POSTGRES_USER`          | string              |               | The user of the _PostgreSQL_ database                                                                                               |
-| `REDIS_DB`               | number (`optional`) | `0`           | The database index of _Redis_                                                                                                       |
-| `REDIS_HOST`             | string              |               | The host where _Redis_ is running                                                                                                   |
-| `REDIS_PASSWORD`         | string              |               | The password of _Redis_                                                                                                             |
-| `REDIS_PORT`             | number              |               | The port where _Redis_ is running                                                                                                   |
-| `REQUEST_TIMEOUT`        | number (`optional`) | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
+| `ACCESS_TOKEN_SALT`      | `string`            |               | A random string used as salt for access tokens                                                                                      |
+| `API_KEY_COINGECKO_DEMO` | `string` (optional) |               | The _CoinGecko_ Demo API key                                                                                                        |
+| `API_KEY_COINGECKO_PRO`  | `string` (optional) |               | The _CoinGecko_ Pro API key                                                                                                         |
+| `DATABASE_URL`           | `string`            |               | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` |
+| `HOST`                   | `string` (optional) | `0.0.0.0`     | The host where the Ghostfolio application will run on                                                                               |
+| `JWT_SECRET_KEY`         | `string`            |               | A random string used for _JSON Web Tokens_ (JWT)                                                                                    |
+| `PORT`                   | `number` (optional) | `3333`        | The port where the Ghostfolio application will run on                                                                               |
+| `POSTGRES_DB`            | `string`            |               | The name of the _PostgreSQL_ database                                                                                               |
+| `POSTGRES_PASSWORD`      | `string`            |               | The password of the _PostgreSQL_ database                                                                                           |
+| `POSTGRES_USER`          | `string`            |               | The user of the _PostgreSQL_ database                                                                                               |
+| `REDIS_DB`               | `number` (optional) | `0`           | The database index of _Redis_                                                                                                       |
+| `REDIS_HOST`             | `string`            |               | The host where _Redis_ is running                                                                                                   |
+| `REDIS_PASSWORD`         | `string`            |               | The password of _Redis_                                                                                                             |
+| `REDIS_PORT`             | `number`            |               | The port where _Redis_ is running                                                                                                   |
+| `REQUEST_TIMEOUT`        | `number` (optional) | `2000`        | The timeout of network requests to data providers in milliseconds                                                                   |
 
 ### Run with Docker Compose
 
@@ -149,7 +149,7 @@ Ghostfolio is available for various home server systems, including [CasaOS](http
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
-- [Node.js](https://nodejs.org/en/download) (version 18+)
+- [Node.js](https://nodejs.org/en/download) (version 20+)
 - [Yarn](https://yarnpkg.com/en/docs/install)
 - Create a local copy of this Git repository (clone)
 - Copy the file `.env.dev` to `.env` and populate it with your data (`cp .env.dev .env`)
@@ -161,7 +161,7 @@ Ghostfolio is available for various home server systems, including [CasaOS](http
 1. Run `yarn database:setup` to initialize the database schema
 1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
 1. Start the server and the client (see [_Development_](#Development))
-1. Open http://localhost:4200/en in your browser
+1. Open https://localhost:4200/en in your browser
 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
 
 ### Start Server
@@ -176,7 +176,7 @@ Run `yarn start:server`
 
 ### Start Client
 
-Run `yarn start:client` and open http://localhost:4200/en in your browser
+Run `yarn start:client` and open https://localhost:4200/en in your browser
 
 ### Start _Storybook_
 
@@ -233,18 +233,18 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 }
 ```
 
-| Field      | Type                | Description                                                                   |
-| ---------- | ------------------- | ----------------------------------------------------------------------------- |
-| accountId  | string (`optional`) | Id of the account                                                             |
-| comment    | string (`optional`) | Comment of the activity                                                       |
-| currency   | string              | `CHF` \| `EUR` \| `USD` etc.                                                  |
-| dataSource | string              | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
-| date       | string              | Date in the format `ISO-8601`                                                 |
-| fee        | number              | Fee of the activity                                                           |
-| quantity   | number              | Quantity of the activity                                                      |
-| symbol     | string              | Symbol of the activity (suitable for `dataSource`)                            |
-| type       | string              | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
-| unitPrice  | number              | Price per unit of the activity                                                |
+| Field        | Type                | Description                                                                   |
+| ------------ | ------------------- | ----------------------------------------------------------------------------- |
+| `accountId`  | `string` (optional) | Id of the account                                                             |
+| `comment`    | `string` (optional) | Comment of the activity                                                       |
+| `currency`   | `string`            | `CHF` \| `EUR` \| `USD` etc.                                                  |
+| `dataSource` | `string`            | `COINGECKO` \| `MANUAL` (for type `ITEM`) \| `YAHOO`                          |
+| `date`       | `string`            | Date in the format `ISO-8601`                                                 |
+| `fee`        | `number`            | Fee of the activity                                                           |
+| `quantity`   | `number`            | Quantity of the activity                                                      |
+| `symbol`     | `string`            | Symbol of the activity (suitable for `dataSource`)                            |
+| `type`       | `string`            | `BUY` \| `DIVIDEND` \| `FEE` \| `INTEREST` \| `ITEM` \| `LIABILITY` \| `SELL` |
+| `unitPrice`  | `number`            | Price per unit of the activity                                                |
 
 #### Response
 
@@ -275,7 +275,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
 
 Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
 
-Not sure what to work on? We have got some ideas. Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
+Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://x.com/ghostfolio_) on _X_. We would love to hear from you.
 
 If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
 

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

@@ -2,7 +2,7 @@ import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/accou
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import {

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

@@ -1,9 +1,7 @@
 import { AccountBalanceModule } from '@ghostfolio/api/app/account-balance/account-balance.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
@@ -19,13 +17,11 @@ import { AccountService } from './account.service';
   imports: [
     AccountBalanceModule,
     ConfigurationModule,
-    DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
     PortfolioModule,
     PrismaModule,
-    RedisCacheModule,
-    UserModule
+    RedactValuesInResponseModule
   ],
   providers: [AccountService]
 })

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

@@ -174,8 +174,8 @@ export class AccountService {
       ACCOUNT: filtersByAccount,
       ASSET_CLASS: filtersByAssetClass,
       TAG: filtersByTag
-    } = groupBy(filters, (filter) => {
-      return filter.type;
+    } = groupBy(filters, ({ type }) => {
+      return type;
     });
 
     if (filtersByAccount?.length > 0) {

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

@@ -1,7 +1,8 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
-  IsISO4217CurrencyCode,
   IsNumber,
   IsOptional,
   IsString,
@@ -20,7 +21,7 @@ export class CreateAccountDto {
   )
   comment?: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   currency: string;
 
   @IsOptional()

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

@@ -1,7 +1,8 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsBoolean,
-  IsISO4217CurrencyCode,
   IsNumber,
   IsOptional,
   IsString,
@@ -20,7 +21,7 @@ export class UpdateAccountDto {
   )
   comment?: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   currency: string;
 
   @IsString()

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

@@ -1,6 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service';
@@ -81,10 +81,11 @@ export class AdminController {
   @Post('gather/max')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async gatherMax(): Promise<void> {
-    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+    const assetProfileIdentifiers =
+      await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
     await this.dataGatheringService.addJobsToQueue(
-      uniqueAssets.map(({ dataSource, symbol }) => {
+      assetProfileIdentifiers.map(({ dataSource, symbol }) => {
         return {
           data: {
             dataSource,
@@ -107,10 +108,11 @@ export class AdminController {
   @Post('gather/profile-data')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async gatherProfileData(): Promise<void> {
-    const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+    const assetProfileIdentifiers =
+      await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
     await this.dataGatheringService.addJobsToQueue(
-      uniqueAssets.map(({ dataSource, symbol }) => {
+      assetProfileIdentifiers.map(({ dataSource, symbol }) => {
         return {
           data: {
             dataSource,

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

@@ -1,4 +1,7 @@
+import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module';
+import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.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';
@@ -18,16 +21,19 @@ import { QueueModule } from './queue/queue.module';
 @Module({
   imports: [
     ApiModule,
+    BenchmarkModule,
     ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
     MarketDataModule,
+    OrderModule,
     PrismaModule,
     PropertyModule,
     QueueModule,
     SubscriptionModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule
   ],
   controllers: [AdminController],
   providers: [AdminService],

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

@@ -1,3 +1,5 @@
+import { BenchmarkService } from '@ghostfolio/api/app/benchmark/benchmark.service';
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 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';
@@ -13,22 +15,25 @@ import {
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_IS_USER_SIGNUP_ENABLED
 } from '@ghostfolio/common/config';
+import { isCurrency, getCurrencyFromSymbol } from '@ghostfolio/common/helper';
 import {
   AdminData,
   AdminMarketData,
   AdminMarketDataDetails,
   AdminMarketDataItem,
+  EnhancedSymbolProfile,
   Filter,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { MarketDataPreset } from '@ghostfolio/common/types';
 
-import { BadRequestException, Injectable } from '@nestjs/common';
+import { BadRequestException, Injectable, Logger } from '@nestjs/common';
 import {
   AssetClass,
   AssetSubClass,
   DataSource,
   Prisma,
+  PrismaClient,
   Property,
   SymbolProfile
 } from '@prisma/client';
@@ -38,10 +43,12 @@ import { groupBy } from 'lodash';
 @Injectable()
 export class AdminService {
   public constructor(
+    private readonly benchmarkService: BenchmarkService,
     private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
+    private readonly orderService: OrderService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
@@ -147,7 +154,16 @@ export class AdminService {
       [{ symbol: 'asc' }];
     const where: Prisma.SymbolProfileWhereInput = {};
 
-    if (presetId === 'CURRENCIES') {
+    if (presetId === 'BENCHMARKS') {
+      const benchmarkAssetProfiles =
+        await this.benchmarkService.getBenchmarkAssetProfiles();
+
+      where.id = {
+        in: benchmarkAssetProfiles.map(({ id }) => {
+          return id;
+        })
+      };
+    } else if (presetId === 'CURRENCIES') {
       return this.getMarketDataForCurrencies();
     } else if (
       presetId === 'ETF_WITHOUT_COUNTRIES' ||
@@ -197,104 +213,129 @@ export class AdminService {
       }
     }
 
-    let [assetProfiles, count] = await Promise.all([
-      this.prismaService.symbolProfile.findMany({
-        orderBy,
-        skip,
-        take,
-        where,
-        select: {
-          _count: {
-            select: { Order: true }
-          },
-          assetClass: true,
-          assetSubClass: true,
-          comment: true,
-          countries: true,
-          currency: true,
-          dataSource: true,
-          id: true,
-          name: true,
-          Order: {
-            orderBy: [{ date: 'asc' }],
-            select: { date: true },
-            take: 1
-          },
-          scraperConfiguration: true,
-          sectors: true,
-          symbol: true
+    const extendedPrismaClient = this.getExtendedPrismaClient();
+
+    try {
+      let [assetProfiles, count] = await Promise.all([
+        extendedPrismaClient.symbolProfile.findMany({
+          orderBy,
+          skip,
+          take,
+          where,
+          select: {
+            _count: {
+              select: { Order: true }
+            },
+            assetClass: true,
+            assetSubClass: true,
+            comment: true,
+            countries: true,
+            currency: true,
+            dataSource: true,
+            id: true,
+            isUsedByUsersWithSubscription: true,
+            name: true,
+            Order: {
+              orderBy: [{ date: 'asc' }],
+              select: { date: true },
+              take: 1
+            },
+            scraperConfiguration: true,
+            sectors: true,
+            symbol: true
+          }
+        }),
+        this.prismaService.symbolProfile.count({ where })
+      ]);
+
+      let marketData: AdminMarketDataItem[] = await Promise.all(
+        assetProfiles.map(
+          async ({
+            _count,
+            assetClass,
+            assetSubClass,
+            comment,
+            countries,
+            currency,
+            dataSource,
+            id,
+            isUsedByUsersWithSubscription,
+            name,
+            Order,
+            sectors,
+            symbol
+          }) => {
+            const countriesCount = countries
+              ? Object.keys(countries).length
+              : 0;
+            const marketDataItemCount =
+              marketDataItems.find((marketDataItem) => {
+                return (
+                  marketDataItem.dataSource === dataSource &&
+                  marketDataItem.symbol === symbol
+                );
+              })?._count ?? 0;
+            const sectorsCount = sectors ? Object.keys(sectors).length : 0;
+
+            return {
+              assetClass,
+              assetSubClass,
+              comment,
+              currency,
+              countriesCount,
+              dataSource,
+              id,
+              name,
+              symbol,
+              marketDataItemCount,
+              sectorsCount,
+              activitiesCount: _count.Order,
+              date: Order?.[0]?.date,
+              isUsedByUsersWithSubscription: await isUsedByUsersWithSubscription
+            };
+          }
+        )
+      );
+
+      if (presetId) {
+        if (presetId === 'ETF_WITHOUT_COUNTRIES') {
+          marketData = marketData.filter(({ countriesCount }) => {
+            return countriesCount === 0;
+          });
+        } else if (presetId === 'ETF_WITHOUT_SECTORS') {
+          marketData = marketData.filter(({ sectorsCount }) => {
+            return sectorsCount === 0;
+          });
         }
-      }),
-      this.prismaService.symbolProfile.count({ where })
-    ]);
 
-    let marketData: AdminMarketDataItem[] = assetProfiles.map(
-      ({
-        _count,
-        assetClass,
-        assetSubClass,
-        comment,
-        countries,
-        currency,
-        dataSource,
-        id,
-        name,
-        Order,
-        sectors,
-        symbol
-      }) => {
-        const countriesCount = countries ? Object.keys(countries).length : 0;
-        const marketDataItemCount =
-          marketDataItems.find((marketDataItem) => {
-            return (
-              marketDataItem.dataSource === dataSource &&
-              marketDataItem.symbol === symbol
-            );
-          })?._count ?? 0;
-        const sectorsCount = sectors ? Object.keys(sectors).length : 0;
-
-        return {
-          assetClass,
-          assetSubClass,
-          comment,
-          currency,
-          countriesCount,
-          dataSource,
-          id,
-          name,
-          symbol,
-          marketDataItemCount,
-          sectorsCount,
-          activitiesCount: _count.Order,
-          date: Order?.[0]?.date
-        };
-      }
-    );
-
-    if (presetId) {
-      if (presetId === 'ETF_WITHOUT_COUNTRIES') {
-        marketData = marketData.filter(({ countriesCount }) => {
-          return countriesCount === 0;
-        });
-      } else if (presetId === 'ETF_WITHOUT_SECTORS') {
-        marketData = marketData.filter(({ sectorsCount }) => {
-          return sectorsCount === 0;
-        });
+        count = marketData.length;
       }
 
-      count = marketData.length;
+      return {
+        count,
+        marketData
+      };
+    } finally {
+      await extendedPrismaClient.$disconnect();
+
+      Logger.debug('Disconnect extended prisma client', 'AdminService');
     }
-
-    return {
-      count,
-      marketData
-    };
   }
 
   public async getMarketDataBySymbol({
     dataSource,
     symbol
   }: UniqueAsset): Promise<AdminMarketDataDetails> {
+    let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
+    let currency: EnhancedSymbolProfile['currency'] = '-';
+    let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
+
+    if (isCurrency(getCurrencyFromSymbol(symbol))) {
+      currency = getCurrencyFromSymbol(symbol);
+      ({ activitiesCount, dateOfFirstActivity } =
+        await this.orderService.getStatisticsByCurrency(currency));
+    }
+
     const [[assetProfile], marketData] = await Promise.all([
       this.symbolProfileService.getSymbolProfiles([
         {
@@ -313,11 +354,20 @@ export class AdminService {
       })
     ]);
 
+    if (assetProfile) {
+      assetProfile.dataProviderInfo = this.dataProviderService
+        .getDataProvider(assetProfile.dataSource)
+        .getDataProviderInfo();
+    }
+
     return {
       marketData,
       assetProfile: assetProfile ?? {
-        symbol,
-        currency: '-'
+        activitiesCount,
+        currency,
+        dataSource,
+        dateOfFirstActivity,
+        symbol
       }
     };
   }
@@ -329,6 +379,7 @@ export class AdminService {
     countries,
     currency,
     dataSource,
+    holdings,
     name,
     scraperConfiguration,
     sectors,
@@ -349,6 +400,7 @@ export class AdminService {
         countries,
         currency,
         dataSource,
+        holdings,
         scraperConfiguration,
         sectors,
         symbol,
@@ -395,36 +447,97 @@ export class AdminService {
     return response;
   }
 
+  private getExtendedPrismaClient() {
+    Logger.debug('Connect extended prisma client', 'AdminService');
+
+    const symbolProfileExtension = Prisma.defineExtension((client) => {
+      return client.$extends({
+        result: {
+          symbolProfile: {
+            isUsedByUsersWithSubscription: {
+              compute: async ({ id }) => {
+                const { _count } =
+                  await this.prismaService.symbolProfile.findUnique({
+                    select: {
+                      _count: {
+                        select: {
+                          Order: {
+                            where: {
+                              User: {
+                                Subscription: {
+                                  some: {
+                                    expiresAt: {
+                                      gt: new Date()
+                                    }
+                                  }
+                                }
+                              }
+                            }
+                          }
+                        }
+                      }
+                    },
+                    where: {
+                      id
+                    }
+                  });
+
+                return _count.Order > 0;
+              }
+            }
+          }
+        }
+      });
+    });
+
+    return new PrismaClient().$extends(symbolProfileExtension);
+  }
+
   private async getMarketDataForCurrencies(): Promise<AdminMarketData> {
     const marketDataItems = await this.prismaService.marketData.groupBy({
       _count: true,
       by: ['dataSource', 'symbol']
     });
 
-    const marketData: AdminMarketDataItem[] = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .map(({ dataSource, symbol }) => {
-        const marketDataItemCount =
-          marketDataItems.find((marketDataItem) => {
-            return (
-              marketDataItem.dataSource === dataSource &&
-              marketDataItem.symbol === symbol
-            );
-          })?._count ?? 0;
+    const marketDataPromise: Promise<AdminMarketDataItem>[] =
+      this.exchangeRateDataService
+        .getCurrencyPairs()
+        .map(async ({ dataSource, symbol }) => {
+          let activitiesCount: EnhancedSymbolProfile['activitiesCount'] = 0;
+          let currency: EnhancedSymbolProfile['currency'] = '-';
+          let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
 
-        return {
-          dataSource,
-          marketDataItemCount,
-          symbol,
-          assetClass: AssetClass.LIQUIDITY,
-          countriesCount: 0,
-          currency: symbol.replace(DEFAULT_CURRENCY, ''),
-          id: undefined,
-          name: symbol,
-          sectorsCount: 0
-        };
-      });
+          if (isCurrency(getCurrencyFromSymbol(symbol))) {
+            currency = getCurrencyFromSymbol(symbol);
+            ({ activitiesCount, dateOfFirstActivity } =
+              await this.orderService.getStatisticsByCurrency(currency));
+          }
 
+          const marketDataItemCount =
+            marketDataItems.find((marketDataItem) => {
+              return (
+                marketDataItem.dataSource === dataSource &&
+                marketDataItem.symbol === symbol
+              );
+            })?._count ?? 0;
+
+          return {
+            activitiesCount,
+            currency,
+            dataSource,
+            marketDataItemCount,
+            symbol,
+            assetClass: AssetClass.LIQUIDITY,
+            assetSubClass: AssetSubClass.CASH,
+            countriesCount: 0,
+            date: dateOfFirstActivity,
+            id: undefined,
+            name: symbol,
+            sectorsCount: 0
+          };
+        });
+
+    const marketData = await Promise.all(marketDataPromise);
     return { marketData, count: marketData.length };
   }
 

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

@@ -1,8 +1,9 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+
 import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
 import {
   IsArray,
   IsEnum,
-  IsISO4217CurrencyCode,
   IsObject,
   IsOptional,
   IsString,
@@ -26,7 +27,7 @@ export class UpdateAssetProfileDto {
   @IsOptional()
   countries?: Prisma.InputJsonArray;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   @IsOptional()
   currency?: string;
 

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

@@ -25,6 +25,7 @@ import { AccessModule } from './access/access.module';
 import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
+import { AssetModule } from './asset/asset.module';
 import { AuthDeviceModule } from './auth-device/auth-device.module';
 import { AuthModule } from './auth/auth.module';
 import { BenchmarkModule } from './benchmark/benchmark.module';
@@ -51,6 +52,7 @@ import { UserModule } from './user/user.module';
     AdminModule,
     AccessModule,
     AccountModule,
+    AssetModule,
     AuthDeviceModule,
     AuthModule,
     BenchmarkModule,

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

@@ -0,0 +1,29 @@
+import { AdminService } from '@ghostfolio/api/app/admin/admin.service';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
+import type { AdminMarketDataDetails } from '@ghostfolio/common/interfaces';
+
+import { Controller, Get, Param, UseInterceptors } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import { pick } from 'lodash';
+
+@Controller('asset')
+export class AssetController {
+  public constructor(private readonly adminService: AdminService) {}
+
+  @Get(':dataSource/:symbol')
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async getAsset(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<AdminMarketDataDetails> {
+    const { assetProfile, marketData } =
+      await this.adminService.getMarketDataBySymbol({ dataSource, symbol });
+
+    return {
+      marketData,
+      assetProfile: pick(assetProfile, ['dataSource', 'name', 'symbol'])
+    };
+  }
+}

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

@@ -0,0 +1,17 @@
+import { AdminModule } from '@ghostfolio/api/app/admin/admin.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
+
+import { Module } from '@nestjs/common';
+
+import { AssetController } from './asset.controller';
+
+@Module({
+  controllers: [AssetController],
+  imports: [
+    AdminModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
+  ]
+})
+export class AssetModule {}

apps/api/src/app/auth-device/auth-device.module.ts

@@ -1,6 +1,5 @@
 import { AuthDeviceController } from '@ghostfolio/api/app/auth-device/auth-device.controller';
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 
 import { Module } from '@nestjs/common';
@@ -9,7 +8,6 @@ import { JwtModule } from '@nestjs/jwt';
 @Module({
   controllers: [AuthDeviceController],
   imports: [
-    ConfigurationModule,
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '180 days' }

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

@@ -1,4 +1,3 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 
 import { Injectable } from '@nestjs/common';
@@ -6,10 +5,7 @@ import { AuthDevice, Prisma } from '@prisma/client';
 
 @Injectable()
 export class AuthDeviceService {
-  public constructor(
-    private readonly configurationService: ConfigurationService,
-    private readonly prismaService: PrismaService
-  ) {}
+  public constructor(private readonly prismaService: PrismaService) {}
 
   public async authDevice(
     where: Prisma.AuthDeviceWhereUniqueInput

apps/api/src/app/auth/google.strategy.ts

@@ -3,7 +3,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration/con
 import { Injectable, Logger } from '@nestjs/common';
 import { PassportStrategy } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
-import { Strategy } from 'passport-google-oauth20';
+import { Profile, Strategy } from 'passport-google-oauth20';
 
 import { AuthService } from './auth.service';
 
@@ -11,7 +11,7 @@ import { AuthService } from './auth.service';
 export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
   public constructor(
     private readonly authService: AuthService,
-    readonly configurationService: ConfigurationService
+    private readonly configurationService: ConfigurationService
   ) {
     super({
       callbackURL: `${configurationService.get(
@@ -20,7 +20,7 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
       clientID: configurationService.get('GOOGLE_CLIENT_ID'),
       clientSecret: configurationService.get('GOOGLE_SECRET'),
       passReqToCallback: true,
-      scope: ['email', 'profile']
+      scope: ['profile']
     });
   }
 
@@ -28,20 +28,17 @@ export class GoogleStrategy extends PassportStrategy(Strategy, 'google') {
     request: any,
     token: string,
     refreshToken: string,
-    profile,
+    profile: Profile,
     done: Function,
     done2: Function
   ) {
     try {
-      const jwt: string = await this.authService.validateOAuthLogin({
+      const jwt = await this.authService.validateOAuthLogin({
         provider: Provider.GOOGLE,
         thirdPartyId: profile.id
       });
-      const user = {
-        jwt
-      };
 
-      done(null, user);
+      done(null, { jwt });
     } catch (error) {
       Logger.error(error, 'GoogleStrategy');
       done(error, false);

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

@@ -1,8 +1,8 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import type {
   BenchmarkMarketDataDetails,
   BenchmarkResponse,
@@ -105,7 +105,7 @@ export class BenchmarkController {
   @Get(':dataSource/:symbol/:startDateString')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  public async getBenchmarkMarketDataBySymbol(
+  public async getBenchmarkMarketDataForUser(
     @Param('dataSource') dataSource: DataSource,
     @Param('startDateString') startDateString: string,
     @Param('symbol') symbol: string,
@@ -117,7 +117,7 @@ export class BenchmarkController {
     );
     const userCurrency = this.request.user.Settings.settings.baseCurrency;
 
-    return this.benchmarkService.getMarketDataBySymbol({
+    return this.benchmarkService.getMarketDataForUser({
       dataSource,
       endDate,
       startDate,

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

@@ -1,6 +1,7 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
@@ -17,7 +18,6 @@ import { BenchmarkService } from './benchmark.service';
   controllers: [BenchmarkController],
   exports: [BenchmarkService],
   imports: [
-    ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,
     MarketDataModule,
@@ -25,7 +25,9 @@ import { BenchmarkService } from './benchmark.service';
     PropertyModule,
     RedisCacheModule,
     SymbolModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [BenchmarkService]
 })

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

@@ -135,7 +135,7 @@ export class BenchmarkService {
       Promise.all(promisesAllTimeHighs),
       Promise.all(promisesBenchmarkTrends)
     ]);
-    let storeInCache = true;
+    let storeInCache = useCache;
 
     benchmarks = allTimeHighs.map((allTimeHigh, index) => {
       const { marketPrice } =
@@ -153,6 +153,7 @@ export class BenchmarkService {
       }
 
       return {
+        dataSource: benchmarkAssetProfiles[index].dataSource,
         marketCondition: this.getMarketCondition(
           performancePercentFromAllTimeHigh
         ),
@@ -160,9 +161,13 @@ export class BenchmarkService {
         performances: {
           allTimeHigh: {
             date: allTimeHigh?.date,
-            performancePercent: performancePercentFromAllTimeHigh
+            performancePercent:
+              performancePercentFromAllTimeHigh >= 0
+                ? 0
+                : performancePercentFromAllTimeHigh
           }
         },
+        symbol: benchmarkAssetProfiles[index].symbol,
         trend50d: benchmarkTrends[index].trend50d,
         trend200d: benchmarkTrends[index].trend200d
       };
@@ -213,7 +218,7 @@ export class BenchmarkService {
       .sort((a, b) => a.name.localeCompare(b.name));
   }
 
-  public async getMarketDataBySymbol({
+  public async getMarketDataForUser({
     dataSource,
     endDate = new Date(),
     startDate,
@@ -417,7 +422,7 @@ export class BenchmarkService {
   private getMarketCondition(
     aPerformanceInPercent: number
   ): Benchmark['marketCondition'] {
-    if (aPerformanceInPercent === 0) {
+    if (aPerformanceInPercent >= 0) {
       return 'ALL_TIME_HIGH';
     } else if (aPerformanceInPercent <= -0.2) {
       return 'BEAR_MARKET';

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

@@ -1,10 +1,4 @@
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
 import { Module } from '@nestjs/common';
 
@@ -12,14 +6,6 @@ import { CacheController } from './cache.controller';
 
 @Module({
   controllers: [CacheController],
-  imports: [
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    PrismaModule,
-    RedisCacheModule,
-    SymbolProfileModule
-  ]
+  imports: [RedisCacheModule]
 })
 export class CacheModule {}

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

@@ -1,10 +1,6 @@
 import { AccountModule } from '@ghostfolio/api/app/account/account.module';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { 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';
 
 import { Module } from '@nestjs/common';
 
@@ -12,15 +8,7 @@ import { ExportController } from './export.controller';
 import { ExportService } from './export.service';
 
 @Module({
-  imports: [
-    AccountModule,
-    ApiModule,
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    OrderModule,
-    RedisCacheModule
-  ],
+  imports: [AccountModule, ApiModule, OrderModule],
   controllers: [ExportController],
   providers: [ExportService]
 })

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 
 import {
   Controller,

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

@@ -1,4 +1,4 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { DataEnhancerModule } from '@ghostfolio/api/services/data-provider/data-enhancer/data-enhancer.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 
@@ -9,7 +9,11 @@ import { HealthService } from './health.service';
 
 @Module({
   controllers: [HealthController],
-  imports: [ConfigurationModule, DataEnhancerModule, DataProviderModule],
+  imports: [
+    DataEnhancerModule,
+    DataProviderModule,
+    TransformDataSourceInRequestModule
+  ],
   providers: [HealthService]
 })
 export class HealthModule {}

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

@@ -1,7 +1,7 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ImportResponse } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';

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

@@ -4,6 +4,8 @@ import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.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';
@@ -30,7 +32,9 @@ import { ImportService } from './import.service';
     PortfolioModule,
     PrismaModule,
     RedisCacheModule,
-    SymbolProfileModule
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [ImportService]
 })

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

@@ -13,10 +13,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/da
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
-import {
-  DATA_GATHERING_QUEUE_PRIORITY_HIGH,
-  DATA_GATHERING_QUEUE_PRIORITY_MEDIUM
-} from '@ghostfolio/common/config';
+import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
 import {
   DATE_FORMAT,
   getAssetProfileIdentifier,
@@ -75,9 +72,13 @@ export class ImportService {
         })
       ]);
 
-      const accounts = orders.map((order) => {
-        return order.Account;
-      });
+      const accounts = orders
+        .filter(({ Account }) => {
+          return !!Account;
+        })
+        .map(({ Account }) => {
+          return Account;
+        });
 
       const Account = this.isUniqueAccount(accounts) ? accounts[0] : undefined;
 
@@ -295,6 +296,7 @@ export class ImportService {
         figi,
         figiComposite,
         figiShareClass,
+        holdings,
         id,
         isin,
         name,
@@ -367,6 +369,7 @@ export class ImportService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             id,
             isin,
             name,
@@ -538,6 +541,7 @@ export class ImportService {
             assetSubClass: undefined,
             countries: undefined,
             createdAt: undefined,
+            holdings: undefined,
             id: undefined,
             sectors: undefined,
             updatedAt: undefined

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 
 import { Controller, Get, UseInterceptors } from '@nestjs/common';

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

@@ -2,11 +2,11 @@ import { BenchmarkModule } from '@ghostfolio/api/app/benchmark/benchmark.module'
 import { PlatformModule } from '@ghostfolio/api/app/platform/platform.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 import { TagModule } from '@ghostfolio/api/services/tag/tag.module';
@@ -34,6 +34,7 @@ import { InfoService } from './info.service';
     RedisCacheModule,
     SymbolProfileModule,
     TagModule,
+    TransformDataSourceInResponseModule,
     UserModule
   ],
   providers: [InfoService]

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

@@ -1,4 +1,4 @@
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 
 import {
   Controller,

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

@@ -1,3 +1,4 @@
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
@@ -8,7 +9,11 @@ import { LogoService } from './logo.service';
 
 @Module({
   controllers: [LogoController],
-  imports: [ConfigurationModule, SymbolProfileModule],
+  imports: [
+    ConfigurationModule,
+    SymbolProfileModule,
+    TransformDataSourceInRequestModule
+  ],
   providers: [LogoService]
 })
 export class LogoModule {}

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

@@ -1,3 +1,6 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
+
 import {
   AssetClass,
   AssetSubClass,
@@ -10,12 +13,12 @@ import {
   IsArray,
   IsBoolean,
   IsEnum,
-  IsISO4217CurrencyCode,
   IsISO8601,
   IsNumber,
   IsOptional,
   IsString,
-  Min
+  Min,
+  Validate
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -39,10 +42,10 @@ export class CreateOrderDto {
   )
   comment?: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   currency: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   @IsOptional()
   customCurrency?: string;
 
@@ -51,6 +54,7 @@ export class CreateOrderDto {
   dataSource?: DataSource;
 
   @IsISO8601()
+  @Validate(IsAfter1970Constraint)
   date: string;
 
   @IsNumber()

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

@@ -1,9 +1,9 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering/data-gathering.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
@@ -11,7 +11,7 @@ import {
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   HEADER_KEY_IMPERSONATION
 } from '@ghostfolio/common/config';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { permissions } from '@ghostfolio/common/permissions';
 import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -53,8 +53,19 @@ export class OrderController {
   @Delete()
   @HasPermission(permissions.deleteOrder)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public async deleteOrders(): Promise<number> {
+  public async deleteOrders(
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('tags') filterByTags?: string
+  ): Promise<number> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByTags
+    });
+
     return this.orderService.deleteOrders({
+      filters,
       userId: this.request.user.id
     });
   }

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

@@ -2,9 +2,10 @@ import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/accou
 import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CacheModule } from '@ghostfolio/api/app/cache/cache.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.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';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
@@ -23,15 +24,16 @@ import { OrderService } from './order.service';
   imports: [
     ApiModule,
     CacheModule,
-    ConfigurationModule,
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
     PrismaModule,
+    RedactValuesInResponseModule,
     RedisCacheModule,
     SymbolProfileModule,
-    UserModule
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [AccountBalanceService, AccountService, OrderService]
 })

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

@@ -10,7 +10,11 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_OPTIONS
 } from '@ghostfolio/common/config';
 import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
-import { Filter, UniqueAsset } from '@ghostfolio/common/interfaces';
+import {
+  EnhancedSymbolProfile,
+  Filter,
+  UniqueAsset
+} from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -180,7 +184,15 @@ export class OrderService {
       where
     });
 
-    if (['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(order.type)) {
+    const [symbolProfile] =
+      await this.symbolProfileService.getSymbolProfilesByIds([
+        order.symbolProfileId
+      ]);
+
+    if (
+      ['FEE', 'INTEREST', 'ITEM', 'LIABILITY'].includes(order.type) ||
+      symbolProfile.activitiesCount === 0
+    ) {
       await this.symbolProfileService.deleteById(order.symbolProfileId);
     }
 
@@ -194,16 +206,47 @@ export class OrderService {
     return order;
   }
 
-  public async deleteOrders(where: Prisma.OrderWhereInput): Promise<number> {
-    const { count } = await this.prismaService.order.deleteMany({
-      where
+  public async deleteOrders({
+    filters,
+    userId
+  }: {
+    filters?: Filter[];
+    userId: string;
+  }): Promise<number> {
+    const { activities } = await this.getOrders({
+      filters,
+      userId,
+      includeDrafts: true,
+      userCurrency: undefined,
+      withExcludedAccounts: true
     });
 
+    const { count } = await this.prismaService.order.deleteMany({
+      where: {
+        id: {
+          in: activities.map(({ id }) => {
+            return id;
+          })
+        }
+      }
+    });
+
+    const symbolProfiles =
+      await this.symbolProfileService.getSymbolProfilesByIds(
+        activities.map(({ symbolProfileId }) => {
+          return symbolProfileId;
+        })
+      );
+
+    for (const { activitiesCount, id } of symbolProfiles) {
+      if (activitiesCount === 0) {
+        await this.symbolProfileService.deleteById(id);
+      }
+    }
+
     this.eventEmitter.emit(
       PortfolioChangedEvent.getName(),
-      new PortfolioChangedEvent({
-        userId: <string>where.userId
-      })
+      new PortfolioChangedEvent({ userId })
     );
 
     return count;
@@ -248,7 +291,8 @@ export class OrderService {
     withExcludedAccounts?: boolean;
   }): Promise<Activities> {
     let orderBy: Prisma.Enumerable<Prisma.OrderOrderByWithRelationInput> = [
-      { date: 'asc' }
+      { date: 'asc' },
+      { id: 'asc' }
     ];
     const where: Prisma.OrderWhereInput = { userId };
 
@@ -268,10 +312,14 @@ export class OrderService {
       ACCOUNT: filtersByAccount,
       ASSET_CLASS: filtersByAssetClass,
       TAG: filtersByTag
-    } = groupBy(filters, (filter) => {
-      return filter.type;
+    } = groupBy(filters, ({ type }) => {
+      return type;
     });
 
+    const searchQuery = filters?.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
     if (filtersByAccount?.length > 0) {
       where.accountId = {
         in: filtersByAccount.map(({ id }) => {
@@ -313,6 +361,30 @@ export class OrderService {
       };
     }
 
+    if (searchQuery) {
+      const searchQueryWhereInput: Prisma.SymbolProfileWhereInput[] = [
+        { id: { mode: 'insensitive', startsWith: searchQuery } },
+        { isin: { mode: 'insensitive', startsWith: searchQuery } },
+        { name: { mode: 'insensitive', startsWith: searchQuery } },
+        { symbol: { mode: 'insensitive', startsWith: searchQuery } }
+      ];
+
+      if (where.SymbolProfile) {
+        where.SymbolProfile = {
+          AND: [
+            where.SymbolProfile,
+            {
+              OR: searchQueryWhereInput
+            }
+          ]
+        };
+      } else {
+        where.SymbolProfile = {
+          OR: searchQueryWhereInput
+        };
+      }
+    }
+
     if (filtersByTag?.length > 0) {
       where.tags = {
         some: {
@@ -324,7 +396,7 @@ export class OrderService {
     }
 
     if (sortColumn) {
-      orderBy = [{ [sortColumn]: sortDirection }];
+      orderBy = [{ [sortColumn]: sortDirection }, { id: sortDirection }];
     }
 
     if (types) {
@@ -409,6 +481,26 @@ export class OrderService {
     return { activities, count };
   }
 
+  public async getStatisticsByCurrency(
+    currency: EnhancedSymbolProfile['currency']
+  ): Promise<{
+    activitiesCount: EnhancedSymbolProfile['activitiesCount'];
+    dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
+  }> {
+    const { _count, _min } = await this.prismaService.order.aggregate({
+      _count: true,
+      _min: {
+        date: true
+      },
+      where: { SymbolProfile: { currency } }
+    });
+
+    return {
+      activitiesCount: _count as number,
+      dateOfFirstActivity: _min.date
+    };
+  }
+
   public async order(
     orderWhereUniqueInput: Prisma.OrderWhereUniqueInput
   ): Promise<Order | null> {

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

@@ -1,3 +1,6 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+import { IsAfter1970Constraint } from '@ghostfolio/common/validator-constraints/is-after-1970';
+
 import {
   AssetClass,
   AssetSubClass,
@@ -9,12 +12,12 @@ import { Transform, TransformFnParams } from 'class-transformer';
 import {
   IsArray,
   IsEnum,
-  IsISO4217CurrencyCode,
   IsISO8601,
   IsNumber,
   IsOptional,
   IsString,
-  Min
+  Min,
+  Validate
 } from 'class-validator';
 import { isString } from 'lodash';
 
@@ -38,10 +41,10 @@ export class UpdateOrderDto {
   )
   comment?: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   currency: string;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   @IsOptional()
   customCurrency?: string;
 
@@ -49,6 +52,7 @@ export class UpdateOrderDto {
   dataSource: DataSource;
 
   @IsISO8601()
+  @Validate(IsAfter1970Constraint)
   date: string;
 
   @IsNumber()

apps/api/src/app/portfolio/calculator/portfolio-calculator-test-utils.ts

@@ -20,6 +20,7 @@ export const symbolProfileDummyData = {
   assetSubClass: undefined,
   countries: [],
   createdAt: undefined,
+  holdings: [],
   id: undefined,
   sectors: [],
   updatedAt: undefined

apps/api/src/app/portfolio/calculator/portfolio-calculator.ts

@@ -300,6 +300,12 @@ export abstract class PortfolioCalculator {
     const errors: ResponseError['errors'] = [];
 
     for (const item of lastTransactionPoint.items) {
+      const feeInBaseCurrency = item.fee.mul(
+        exchangeRatesByCurrency[`${item.currency}${this.currency}`]?.[
+          lastTransactionPoint.date
+        ]
+      );
+
       const marketPriceInBaseCurrency = (
         marketSymbolMap[endDateString]?.[item.symbol] ?? item.averagePrice
       ).mul(
@@ -340,10 +346,11 @@ export abstract class PortfolioCalculator {
       hasAnySymbolMetricsErrors = hasAnySymbolMetricsErrors || hasErrors;
 
       positions.push({
-        dividend: totalDividend,
-        dividendInBaseCurrency: totalDividendInBaseCurrency,
+        feeInBaseCurrency,
         timeWeightedInvestment,
         timeWeightedInvestmentWithCurrencyEffect,
+        dividend: totalDividend,
+        dividendInBaseCurrency: totalDividendInBaseCurrency,
         averagePrice: item.averagePrice,
         currency: item.currency,
         dataSource: item.dataSource,

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-baln-buy-and-sell-in-two-activities.spec.ts

@@ -168,6 +168,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('3.2'),
+            feeInBaseCurrency: new Big('3.2'),
             firstBuyDate: '2021-11-22',
             grossPerformance: new Big('-12.6'),
             grossPerformancePercentage: new Big('-0.04408677396780965649'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-baln-buy-and-sell.spec.ts

@@ -153,6 +153,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('3.2'),
+            feeInBaseCurrency: new Big('3.2'),
             firstBuyDate: '2021-11-22',
             grossPerformance: new Big('-12.6'),
             grossPerformancePercentage: new Big('-0.0440867739678096571'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-baln-buy.spec.ts

@@ -138,6 +138,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('1.55'),
+            feeInBaseCurrency: new Big('1.55'),
             firstBuyDate: '2021-11-30',
             grossPerformance: new Big('24.6'),
             grossPerformancePercentage: new Big('0.09004392386530014641'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts

@@ -166,6 +166,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2015-01-01',
             grossPerformance: new Big('27172.74'),
             grossPerformancePercentage: new Big('42.41978276196153750666'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-fee.spec.ts

@@ -123,6 +123,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('49'),
+            feeInBaseCurrency: new Big('49'),
             firstBuyDate: '2021-09-01',
             grossPerformance: null,
             grossPerformancePercentage: null,

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-googl-buy.spec.ts

@@ -151,6 +151,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('1'),
+            feeInBaseCurrency: new Big('0.9238'),
             firstBuyDate: '2023-01-03',
             grossPerformance: new Big('27.33'),
             grossPerformancePercentage: new Big('0.3066651705565529623'),
@@ -177,7 +178,7 @@ describe('PortfolioCalculator', () => {
             valueInBaseCurrency: new Big('103.10483')
           }
         ],
-        totalFeesWithCurrencyEffect: new Big('1'),
+        totalFeesWithCurrencyEffect: new Big('0.9238'),
         totalInterestWithCurrencyEffect: new Big('0'),
         totalInvestment: new Big('89.12'),
         totalInvestmentWithCurrencyEffect: new Big('82.329056'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-item.spec.ts

@@ -123,6 +123,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2022-01-01',
             grossPerformance: null,
             grossPerformancePercentage: null,

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-novn-buy-and-sell-partially.spec.ts

@@ -153,6 +153,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('4.25'),
+            feeInBaseCurrency: new Big('4.25'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('21.93'),
             grossPerformancePercentage: new Big('0.15113417083448194384'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -183,6 +183,7 @@ describe('PortfolioCalculator', () => {
             dividend: new Big('0'),
             dividendInBaseCurrency: new Big('0'),
             fee: new Big('0'),
+            feeInBaseCurrency: new Big('0'),
             firstBuyDate: '2022-03-07',
             grossPerformance: new Big('19.86'),
             grossPerformancePercentage: new Big('0.13100263852242744063'),

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator.ts

@@ -34,9 +34,9 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     let totalTimeWeightedInvestmentWithCurrencyEffect = new Big(0);
 
     for (const currentPosition of positions) {
-      if (currentPosition.fee) {
+      if (currentPosition.feeInBaseCurrency) {
         totalFeesWithCurrencyEffect = totalFeesWithCurrencyEffect.plus(
-          currentPosition.fee
+          currentPosition.feeInBaseCurrency
         );
       }
 

apps/api/src/app/portfolio/interfaces/portfolio-holding-detail.interface.ts

@@ -7,7 +7,7 @@ import {
 
 import { Account, Tag } from '@prisma/client';
 
-export interface PortfolioPositionDetail {
+export interface PortfolioHoldingDetail {
   accounts: Account[];
   averagePrice: number;
   dataProviderInfo: DataProviderInfo;

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

@@ -7,9 +7,9 @@ import {
   nullifyValuesInObject
 } from '@ghostfolio/api/helper/object.helper';
 import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
-import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response.interceptor';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -27,6 +27,10 @@ import {
   PortfolioPublicDetails,
   PortfolioReport
 } from '@ghostfolio/common/interfaces';
+import {
+  hasReadRestrictedAccessPermission,
+  isRestrictedView
+} from '@ghostfolio/common/permissions';
 import type {
   DateRange,
   GroupBy,
@@ -51,7 +55,7 @@ import { AssetClass, AssetSubClass } from '@prisma/client';
 import { Big } from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
+import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
@@ -84,11 +88,6 @@ export class PortfolioController {
 
     let hasDetails = true;
     let hasError = false;
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       hasDetails = this.request.user.subscription.type === 'Premium';
@@ -117,8 +116,11 @@ export class PortfolioController {
     let portfolioSummary = summary;
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const totalInvestment = Object.values(holdings)
         .map(({ investment }) => {
@@ -158,8 +160,11 @@ export class PortfolioController {
 
     if (
       hasDetails === false ||
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       portfolioSummary = nullifyValuesInObject(summary, [
         'cash',
@@ -199,6 +204,7 @@ export class PortfolioController {
             : undefined,
         countries: hasDetails ? portfolioPosition.countries : [],
         currency: hasDetails ? portfolioPosition.currency : undefined,
+        holdings: hasDetails ? portfolioPosition.holdings : [],
         markets: hasDetails ? portfolioPosition.markets : undefined,
         marketsAdvanced: hasDetails
           ? portfolioPosition.marketsAdvanced
@@ -226,12 +232,6 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDividends> {
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -259,8 +259,11 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const maxDividend = dividends.reduce(
         (investment, item) => Math.max(investment, item.investment),
@@ -326,12 +329,6 @@ export class PortfolioController {
     @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioInvestments> {
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -347,8 +344,11 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user)
     ) {
       const maxInvestment = investments.reduce(
         (investment, item) => Math.max(investment, item.investment),
@@ -397,12 +397,6 @@ export class PortfolioController {
   ): Promise<PortfolioPerformanceResponse> {
     const withExcludedAccounts = withExcludedAccountsParam === 'true';
 
-    const hasReadRestrictedAccessPermission =
-      this.userService.hasReadRestrictedAccessPermission({
-        impersonationId,
-        user: this.request.user
-      });
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
@@ -418,9 +412,12 @@ export class PortfolioController {
     });
 
     if (
-      hasReadRestrictedAccessPermission ||
-      this.request.user.Settings.settings.viewMode === 'ZEN' ||
-      this.userService.isRestrictedView(this.request.user)
+      hasReadRestrictedAccessPermission({
+        impersonationId,
+        user: this.request.user
+      }) ||
+      isRestrictedView(this.request.user) ||
+      this.request.user.Settings.settings.viewMode === 'ZEN'
     ) {
       performanceInformation.chart = performanceInformation.chart.map(
         ({
@@ -499,9 +496,6 @@ export class PortfolioController {
     @Param('accessId') accessId
   ): Promise<PortfolioPublicDetails> {
     const access = await this.accessService.access({ id: accessId });
-    const user = await this.userService.user({
-      id: access.userId
-    });
 
     if (!access) {
       throw new HttpException(
@@ -511,6 +505,11 @@ export class PortfolioController {
     }
 
     let hasDetails = true;
+
+    const user = await this.userService.user({
+      id: access.userId
+    });
+
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
       hasDetails = user.subscription.type === 'Premium';
     }
@@ -569,7 +568,7 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Param('dataSource') dataSource,
     @Param('symbol') symbol
-  ): Promise<PortfolioPositionDetail> {
+  ): Promise<PortfolioHoldingDetail> {
     const position = await this.portfolioService.getPosition(
       dataSource,
       impersonationId,

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

@@ -4,6 +4,9 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { RedactValuesInResponseModule } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.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';
@@ -36,8 +39,11 @@ import { RulesService } from './rules.service';
     MarketDataModule,
     OrderModule,
     PrismaModule,
+    RedactValuesInResponseModule,
     RedisCacheModule,
     SymbolProfileModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule,
     UserModule
   ],
   providers: [

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

@@ -77,7 +77,7 @@ import {
   PerformanceCalculationType,
   PortfolioCalculatorFactory
 } from './calculator/portfolio-calculator.factory';
-import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
+import { PortfolioHoldingDetail } from './interfaces/portfolio-holding-detail.interface';
 import { RulesService } from './rules.service';
 
 const asiaPacificMarkets = require('../../assets/countries/asia-pacific-markets.json');
@@ -499,6 +499,17 @@ export class PortfolioService {
           grossPerformancePercentageWithCurrencyEffect?.toNumber() ?? 0,
         grossPerformanceWithCurrencyEffect:
           grossPerformanceWithCurrencyEffect?.toNumber() ?? 0,
+        holdings: assetProfile.holdings.map(
+          ({ allocationInPercentage, name }) => {
+            return {
+              allocationInPercentage,
+              name,
+              valueInBaseCurrency: valueInBaseCurrency
+                .mul(allocationInPercentage)
+                .toNumber()
+            };
+          }
+        ),
         investment: investment.toNumber(),
         marketState: dataProviderResponse?.marketState ?? 'delayed',
         name: assetProfile.name,
@@ -602,7 +613,7 @@ export class PortfolioService {
     aDataSource: DataSource,
     aImpersonationId: string,
     aSymbol: string
-  ): Promise<PortfolioPositionDetail> {
+  ): Promise<PortfolioHoldingDetail> {
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
@@ -693,7 +704,7 @@ export class PortfolioService {
         transactionCount
       } = position;
 
-      const accounts: PortfolioPositionDetail['accounts'] = uniqBy(
+      const accounts: PortfolioHoldingDetail['accounts'] = uniqBy(
         orders.filter(({ Account }) => {
           return Account;
         }),
@@ -1465,6 +1476,7 @@ export class PortfolioService {
       grossPerformancePercent: 0,
       grossPerformancePercentWithCurrencyEffect: 0,
       grossPerformanceWithCurrencyEffect: 0,
+      holdings: [],
       investment: balance,
       marketPrice: 0,
       marketState: 'open',

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

@@ -1,8 +1,10 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import {
   DATE_FORMAT,
   getYesterday,
   interpolate
 } from '@ghostfolio/common/helper';
+import { personalFinanceTools } from '@ghostfolio/common/personal-finance-tools';
 
 import { Controller, Get, Res, VERSION_NEUTRAL, Version } from '@nestjs/common';
 import { format } from 'date-fns';
@@ -14,7 +16,9 @@ import * as path from 'path';
 export class SitemapController {
   public sitemapXml = '';
 
-  public constructor() {
+  public constructor(
+    private readonly configurationService: ConfigurationService
+  ) {
     try {
       this.sitemapXml = fs.readFileSync(
         path.join(__dirname, 'assets', 'sitemap.xml'),
@@ -25,11 +29,51 @@ export class SitemapController {
 
   @Get()
   @Version(VERSION_NEUTRAL)
-  public async flushCache(@Res() response: Response): Promise<void> {
+  public async getSitemapXml(@Res() response: Response): Promise<void> {
+    const currentDate = format(getYesterday(), DATE_FORMAT);
+
     response.setHeader('content-type', 'application/xml');
     response.send(
       interpolate(this.sitemapXml, {
-        currentDate: format(getYesterday(), DATE_FORMAT)
+        currentDate,
+        personalFinanceTools: this.configurationService.get(
+          'ENABLE_FEATURE_SUBSCRIPTION'
+        )
+          ? personalFinanceTools
+              .map(({ alias, key }) => {
+                return [
+                  '<url>',
+                  `  <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/es/recursos/personal-finance-tools/alternativa-de-software-libre-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/fr/ressources/personal-finance-tools/alternative-open-source-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>',
+                  '<url>',
+                  `  <loc>https://ghostfol.io/pt/recursos/personal-finance-tools/alternativa-de-software-livre-ao-${alias ?? key}</loc>`,
+                  `  <lastmod>${currentDate}T00:00:00+00:00</lastmod>`,
+                  '</url>'
+                ].join('\n');
+              })
+              .join('\n')
+          : ''
       })
     );
   }

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

@@ -1,10 +1,4 @@
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
-import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering/data-gathering.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
-import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
 import { Module } from '@nestjs/common';
 
@@ -12,14 +6,6 @@ import { SitemapController } from './sitemap.controller';
 
 @Module({
   controllers: [SitemapController],
-  imports: [
-    ConfigurationModule,
-    DataGatheringModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    PrismaModule,
-    RedisCacheModule,
-    SymbolProfileModule
-  ]
+  imports: [ConfigurationModule]
 })
 export class SitemapModule {}

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

@@ -22,7 +22,7 @@ export class SubscriptionService {
     this.stripe = new Stripe(
       this.configurationService.get('STRIPE_SECRET_KEY'),
       {
-        apiVersion: '2022-11-15'
+        apiVersion: '2024-04-10'
       }
     );
   }

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

@@ -1,6 +1,6 @@
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
-import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request.interceptor';
-import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response.interceptor';
+import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
+import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 

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

@@ -1,4 +1,5 @@
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
+import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
@@ -12,10 +13,11 @@ import { SymbolService } from './symbol.service';
   controllers: [SymbolController],
   exports: [SymbolService],
   imports: [
-    ConfigurationModule,
     DataProviderModule,
     MarketDataModule,
-    PrismaModule
+    PrismaModule,
+    TransformDataSourceInRequestModule,
+    TransformDataSourceInResponseModule
   ],
   providers: [SymbolService]
 })

apps/api/src/app/user/delete-own-user.dto.ts

@@ -0,0 +1,6 @@
+import { IsString } from 'class-validator';
+
+export class DeleteOwnUserDto {
+  @IsString()
+  accessToken: string;
+}

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

@@ -1,3 +1,4 @@
+import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
 import type {
   ColorScheme,
   DateRange,
@@ -7,7 +8,6 @@ import type {
 import {
   IsArray,
   IsBoolean,
-  IsISO4217CurrencyCode,
   IsISO8601,
   IsIn,
   IsNumber,
@@ -21,7 +21,7 @@ export class UpdateUserSettingDto {
   @IsOptional()
   annualInterestRate?: number;
 
-  @IsISO4217CurrencyCode()
+  @IsCurrencyCode()
   @IsOptional()
   baseCurrency?: string;
 

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

@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import { User, UserSettings } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -25,6 +26,7 @@ import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { size } from 'lodash';
 
+import { DeleteOwnUserDto } from './delete-own-user.dto';
 import { UserItem } from './interfaces/user-item.interface';
 import { UpdateUserSettingDto } from './update-user-setting.dto';
 import { UserService } from './user.service';
@@ -32,12 +34,41 @@ import { UserService } from './user.service';
 @Controller('user')
 export class UserController {
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private readonly jwtService: JwtService,
     private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
   ) {}
 
+  @Delete()
+  @HasPermission(permissions.deleteOwnUser)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  public async deleteOwnUser(
+    @Body() data: DeleteOwnUserDto
+  ): Promise<UserModel> {
+    const hashedAccessToken = this.userService.createAccessToken(
+      data.accessToken,
+      this.configurationService.get('ACCESS_TOKEN_SALT')
+    );
+
+    const [user] = await this.userService.users({
+      where: { accessToken: hashedAccessToken, id: this.request.user.id }
+    });
+
+    if (!user) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.userService.deleteUser({
+      accessToken: hashedAccessToken,
+      id: user.id
+    });
+  }
+
   @Delete(':id')
   @HasPermission(permissions.deleteUser)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)

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

@@ -1,3 +1,4 @@
+import { OrderModule } from '@ghostfolio/api/app/order/order.module';
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
@@ -19,6 +20,7 @@ import { UserService } from './user.service';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
     }),
+    OrderModule,
     PrismaModule,
     PropertyModule,
     SubscriptionModule,

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

@@ -1,3 +1,4 @@
+import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { environment } from '@ghostfolio/api/environments/environment';
 import { PortfolioChangedEvent } from '@ghostfolio/api/events/portfolio-changed.event';
@@ -40,6 +41,7 @@ export class UserService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly eventEmitter: EventEmitter2,
+    private readonly orderService: OrderService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
@@ -121,28 +123,6 @@ export class UserService {
     return usersWithAdminRole.length > 0;
   }
 
-  public hasReadRestrictedAccessPermission({
-    impersonationId,
-    user
-  }: {
-    impersonationId: string;
-    user: UserWithSettings;
-  }) {
-    if (!impersonationId) {
-      return false;
-    }
-
-    const access = user.Access?.find(({ id }) => {
-      return id === impersonationId;
-    });
-
-    return access?.permissions?.includes('READ_RESTRICTED') ?? true;
-  }
-
-  public isRestrictedView(aUser: UserWithSettings) {
-    return aUser.Settings.settings.isRestrictedView ?? false;
-  }
-
   public async user(
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
@@ -257,15 +237,19 @@ export class UserService {
 
         currentPermissions = without(
           currentPermissions,
+          permissions.accessHoldingsChart,
           permissions.createAccess
         );
 
         // Reset benchmark
         user.Settings.settings.benchmark = undefined;
-      }
-
-      if (user.subscription?.type === 'Premium') {
+      } else if (user.subscription?.type === 'Premium') {
         currentPermissions.push(permissions.reportDataGlitch);
+
+        currentPermissions = without(
+          currentPermissions,
+          permissions.deleteOwnUser
+        );
       }
     }
 
@@ -417,8 +401,8 @@ export class UserService {
     } catch {}
 
     try {
-      await this.prismaService.order.deleteMany({
-        where: { userId: where.id }
+      await this.orderService.deleteOrders({
+        userId: where.id
       });
     } catch {}
 

apps/api/src/assets/sitemap.xml

@@ -4,6 +4,12 @@
   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
   xsi:schemaLocation="http://www.sitemaps.org/schemas/sitemap/0.9
     http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
+  <!--
+    <url>
+      <loc>https://ghostfol.io/ca</loc>
+      <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+    </url>
+  -->
   <url>
     <loc>https://ghostfol.io/de</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -54,206 +60,6 @@
     <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-allinvestview</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-allvue-systems</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-altoo</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-basil-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-beanvest</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-capitally</loc>
-    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-compound-planning</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-copilot-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-de.fi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-delta</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-divvydiary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-empower</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-exirio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-fina</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-finary</loc>
-    <lastmod>${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>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-getquin</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-gospatz</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-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>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-kubera</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-magnifi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-markets.sh</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-maybe-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monarch-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-monse</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-parqet</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-plannix</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portfolio-dividend-tracker</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-portseido</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-projectionlab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-rocket-money</loc>
-    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sharesight</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-simple-portfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-snowball-analytics</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-stockle</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-stockmarketeye</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-sumio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-tiller</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-utluna</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-vyzer</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-wealthica</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-whal</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-yeekatee</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/de/ressourcen/personal-finance-tools/open-source-alternative-zu-ynab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
   <url>
     <loc>https://ghostfol.io/de/ueber-uns</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -408,206 +214,6 @@
     <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-allinvestview</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-allvue-systems</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-altoo</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-basil-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-beanvest</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-capitally</loc>
-    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-compound-planning</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-copilot-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-de.fi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-delta</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-divvydiary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-empower</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-exirio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-fina</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-finary</loc>
-    <lastmod>${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>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-getquin</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
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-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
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-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
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-  <url>
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-  <url>
-    <loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-stockmarketeye</loc>
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-  </url>
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   <url>
     <loc>https://ghostfol.io/es</loc>
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@@ -638,6 +244,10 @@
     <loc>https://ghostfol.io/es/recursos</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/es/recursos/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/es/registro</loc>
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@@ -716,6 +326,10 @@
     <loc>https://ghostfol.io/fr/ressources</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/fr/ressources/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/it</loc>
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@@ -774,206 +388,6 @@
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     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
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@@ -986,206 +400,6 @@
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     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
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-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-de.fi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-delta</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-divvydiary</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-empower</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-exirio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-fina</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <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>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-getquin</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-gospatz</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-intuit-mint</loc>
-    <lastmod>${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>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-kubera</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-magnifi</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-markets.sh</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-maybe-finance</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monarch-money</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-monse</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-parqet</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-plannix</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portfolio-dividend-tracker</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-portseido</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-projectionlab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-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>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sharesight</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-simple-portfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-snowball-analytics</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-stockle</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-stockmarketeye</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-sumio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-tiller</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-utluna</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-vyzer</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthfolio</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-wealthica</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-whal</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-yeekatee</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
-  <url>
-    <loc>https://ghostfol.io/nl/bronnen/personal-finance-tools/open-source-alternatief-voor-ynab</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
   <url>
     <loc>https://ghostfol.io/nl/functionaliteiten</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -1233,10 +447,10 @@
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   <!--
-  <url>
-    <loc>https://ghostfol.io/pl</loc>
-    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
-  </url>
+    <url>
+      <loc>https://ghostfol.io/pl</loc>
+      <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+    </url>
   -->
   <url>
     <loc>https://ghostfol.io/pt</loc>
@@ -1270,6 +484,10 @@
     <loc>https://ghostfol.io/pt/recursos</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
+  <url>
+    <loc>https://ghostfol.io/pt/recursos/personal-finance-tools</loc>
+    <lastmod>${currentDate}T00:00:00+00:00</lastmod>
+  </url>
   <url>
     <loc>https://ghostfol.io/pt/registo</loc>
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
@@ -1304,4 +522,5 @@
     <lastmod>${currentDate}T00:00:00+00:00</lastmod>
   </url>
   -->
+  ${personalFinanceTools}
 </urlset>

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

@@ -1,6 +1,9 @@
-import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { redactAttributes } from '@ghostfolio/api/helper/object.helper';
 import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+import {
+  hasReadRestrictedAccessPermission,
+  isRestrictedView
+} from '@ghostfolio/common/permissions';
 import { UserWithSettings } from '@ghostfolio/common/types';
 
 import {
@@ -16,7 +19,7 @@ import { map } from 'rxjs/operators';
 export class RedactValuesInResponseInterceptor<T>
   implements NestInterceptor<T, any>
 {
-  public constructor(private userService: UserService) {}
+  public constructor() {}
 
   public intercept(
     context: ExecutionContext,
@@ -29,15 +32,13 @@ export class RedactValuesInResponseInterceptor<T>
 
         const impersonationId =
           headers?.[HEADER_KEY_IMPERSONATION.toLowerCase()];
-        const hasReadRestrictedPermission =
-          this.userService.hasReadRestrictedAccessPermission({
-            impersonationId,
-            user
-          });
 
         if (
-          hasReadRestrictedPermission ||
-          this.userService.isRestrictedView(user)
+          hasReadRestrictedAccessPermission({
+            impersonationId,
+            user
+          }) ||
+          isRestrictedView(user)
         ) {
           data = redactAttributes({
             object: data,

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

@@ -0,0 +1,4 @@
+import { Module } from '@nestjs/common';
+
+@Module({})
+export class RedactValuesInResponseModule {}

apps/api/src/interceptors/transform-data-source-in-request/transform-data-source-in-request.module.ts

@@ -0,0 +1,11 @@
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: [ConfigurationService],
+  imports: [ConfigurationModule],
+  providers: [ConfigurationService]
+})
+export class TransformDataSourceInRequestModule {}

apps/api/src/interceptors/transform-data-source-in-response/transform-data-source-in-response.module.ts

@@ -0,0 +1,11 @@
+import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
+
+import { Module } from '@nestjs/common';
+
+@Module({
+  exports: [ConfigurationService],
+  imports: [ConfigurationModule],
+  providers: [ConfigurationService]
+})
+export class TransformDataSourceInResponseModule {}

apps/api/src/main.ts

@@ -2,7 +2,7 @@ import { Logger, ValidationPipe, VersioningType } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import { NestFactory } from '@nestjs/core';
 import type { NestExpressApplication } from '@nestjs/platform-express';
-import * as bodyParser from 'body-parser';
+import { json } from 'body-parser';
 import helmet from 'helmet';
 
 import { AppModule } from './app/app.module';
@@ -34,7 +34,7 @@ async function bootstrap() {
   );
 
   // Support 10mb csv/json files for importing activities
-  app.use(bodyParser.json({ limit: '10mb' }));
+  app.use(json({ limit: '10mb' }));
 
   if (configService.get<string>('ENABLE_FEATURE_SUBSCRIPTION') === 'true') {
     app.use(

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -55,10 +55,10 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
 
     const maxInvestmentRatio = maxItem?.investment / totalInvestment || 0;
 
-    if (maxInvestmentRatio > ruleSettings.threshold) {
+    if (maxInvestmentRatio > ruleSettings.thresholdMax) {
       return {
         evaluation: `Over ${
-          ruleSettings.threshold * 100
+          ruleSettings.thresholdMax * 100
         }% of your current investment is at ${maxItem.name} (${(
           maxInvestmentRatio * 100
         ).toPrecision(3)}%)`,
@@ -70,7 +70,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
       evaluation: `The major part of your current investment is at ${
         maxItem.name
       } (${(maxInvestmentRatio * 100).toPrecision(3)}%) and does not exceed ${
-        ruleSettings.threshold * 100
+        ruleSettings.thresholdMax * 100
       }%`,
       value: true
     };
@@ -80,12 +80,12 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     return {
       baseCurrency: aUserSettings.baseCurrency,
       isActive: true,
-      threshold: 0.5
+      thresholdMax: 0.5
     };
   }
 }
 
 interface Settings extends RuleSettings {
   baseCurrency: string;
-  threshold: number;
+  thresholdMax: number;
 }

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -41,10 +41,10 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
 
     const maxValueRatio = maxItem?.value / totalValue || 0;
 
-    if (maxValueRatio > ruleSettings.threshold) {
+    if (maxValueRatio > ruleSettings.thresholdMax) {
       return {
         evaluation: `Over ${
-          ruleSettings.threshold * 100
+          ruleSettings.thresholdMax * 100
         }% of your current investment is in ${maxItem.groupKey} (${(
           maxValueRatio * 100
         ).toPrecision(3)}%)`,
@@ -56,7 +56,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
       evaluation: `The major part of your current investment is in ${
         maxItem?.groupKey ?? ruleSettings.baseCurrency
       } (${(maxValueRatio * 100).toPrecision(3)}%) and does not exceed ${
-        ruleSettings.threshold * 100
+        ruleSettings.thresholdMax * 100
       }%`,
       value: true
     };
@@ -66,12 +66,12 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
     return {
       baseCurrency: aUserSettings.baseCurrency,
       isActive: true,
-      threshold: 0.5
+      thresholdMax: 0.5
     };
   }
 }
 
 interface Settings extends RuleSettings {
   baseCurrency: string;
-  threshold: number;
+  thresholdMax: number;
 }

apps/api/src/models/rules/emergency-fund/emergency-fund-setup.ts

@@ -19,16 +19,16 @@ export class EmergencyFundSetup extends Rule<Settings> {
   }
 
   public evaluate(ruleSettings: Settings) {
-    if (this.emergencyFund > ruleSettings.threshold) {
+    if (this.emergencyFund < ruleSettings.thresholdMin) {
       return {
-        evaluation: 'An emergency fund has been set up',
-        value: true
+        evaluation: 'No emergency fund has been set up',
+        value: false
       };
     }
 
     return {
-      evaluation: 'No emergency fund has been set up',
-      value: false
+      evaluation: 'An emergency fund has been set up',
+      value: true
     };
   }
 
@@ -36,12 +36,12 @@ export class EmergencyFundSetup extends Rule<Settings> {
     return {
       baseCurrency: aUserSettings.baseCurrency,
       isActive: true,
-      threshold: 0
+      thresholdMin: 0
     };
   }
 }
 
 interface Settings extends RuleSettings {
   baseCurrency: string;
-  threshold: number;
+  thresholdMin: number;
 }

apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts

@@ -26,10 +26,10 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
       ? this.fees / this.totalInvestment
       : 0;
 
-    if (feeRatio > ruleSettings.threshold) {
+    if (feeRatio > ruleSettings.thresholdMax) {
       return {
         evaluation: `The fees do exceed ${
-          ruleSettings.threshold * 100
+          ruleSettings.thresholdMax * 100
         }% of your initial investment (${(feeRatio * 100).toPrecision(3)}%)`,
         value: false
       };
@@ -37,7 +37,7 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
 
     return {
       evaluation: `The fees do not exceed ${
-        ruleSettings.threshold * 100
+        ruleSettings.thresholdMax * 100
       }% of your initial investment (${(feeRatio * 100).toPrecision(3)}%)`,
       value: true
     };
@@ -47,12 +47,12 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
     return {
       baseCurrency: aUserSettings.baseCurrency,
       isActive: true,
-      threshold: 0.01
+      thresholdMax: 0.01
     };
   }
 }
 
 interface Settings extends RuleSettings {
   baseCurrency: string;
-  threshold: number;
+  thresholdMax: number;
 }

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

@@ -45,10 +45,11 @@ export class CronService {
   @Cron(CronService.EVERY_SUNDAY_AT_LUNCH_TIME)
   public async runEverySundayAtTwelvePm() {
     if (await this.isDataGatheringEnabled()) {
-      const uniqueAssets = await this.dataGatheringService.getUniqueAssets();
+      const assetProfileIdentifiers =
+        await this.dataGatheringService.getAllAssetProfileIdentifiers();
 
       await this.dataGatheringService.addJobsToQueue(
-        uniqueAssets.map(({ dataSource, symbol }) => {
+        assetProfileIdentifiers.map(({ dataSource, symbol }) => {
           return {
             data: {
               dataSource,

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

@@ -10,6 +10,7 @@ import {
   DATA_GATHERING_QUEUE,
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   DATA_GATHERING_QUEUE_PRIORITY_LOW,
+  DATA_GATHERING_QUEUE_PRIORITY_MEDIUM,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS,
   GATHER_HISTORICAL_MARKET_DATA_PROCESS_OPTIONS,
   PROPERTY_BENCHMARKS
@@ -62,9 +63,22 @@ export class DataGatheringService {
   }
 
   public async gather7Days() {
-    const dataGatheringItems = await this.getSymbols7D();
     await this.gatherSymbols({
-      dataGatheringItems,
+      dataGatheringItems: await this.getCurrencies7D(),
+      priority: DATA_GATHERING_QUEUE_PRIORITY_HIGH
+    });
+
+    await this.gatherSymbols({
+      dataGatheringItems: await this.getSymbols7D({
+        withUserSubscription: true
+      }),
+      priority: DATA_GATHERING_QUEUE_PRIORITY_MEDIUM
+    });
+
+    await this.gatherSymbols({
+      dataGatheringItems: await this.getSymbols7D({
+        withUserSubscription: false
+      }),
       priority: DATA_GATHERING_QUEUE_PRIORITY_LOW
     });
   }
@@ -138,7 +152,7 @@ export class DataGatheringService {
     });
 
     if (!uniqueAssets) {
-      uniqueAssets = await this.getUniqueAssets();
+      uniqueAssets = await this.getAllAssetProfileIdentifiers();
     }
 
     if (uniqueAssets.length <= 0) {
@@ -181,6 +195,7 @@ export class DataGatheringService {
         figi,
         figiComposite,
         figiShareClass,
+        holdings,
         isin,
         name,
         sectors,
@@ -198,6 +213,7 @@ export class DataGatheringService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             isin,
             name,
             sectors,
@@ -212,6 +228,7 @@ export class DataGatheringService {
             figi,
             figiComposite,
             figiShareClass,
+            holdings,
             isin,
             name,
             sectors,
@@ -267,7 +284,7 @@ export class DataGatheringService {
     );
   }
 
-  public async getUniqueAssets(): Promise<UniqueAsset[]> {
+  public async getAllAssetProfileIdentifiers(): Promise<UniqueAsset[]> {
     const symbolProfiles = await this.prismaService.symbolProfile.findMany({
       orderBy: [{ symbol: 'asc' }]
     });
@@ -287,73 +304,83 @@ export class DataGatheringService {
       });
   }
 
-  private getEarliestDate(aStartDate: Date) {
-    return min([aStartDate, subYears(new Date(), 10)]);
-  }
-
-  private async getSymbols7D(): Promise<IDataGatheringItem[]> {
-    const startDate = subDays(resetHours(new Date()), 7);
-
-    const symbolProfiles = await this.prismaService.symbolProfile.findMany({
-      orderBy: [{ symbol: 'asc' }],
-      select: {
-        dataSource: true,
-        scraperConfiguration: true,
-        symbol: true
-      }
-    });
-
-    // Only consider symbols with incomplete market data for the last
-    // 7 days
-    const symbolsWithCompleteMarketData = (
+  private async getAssetProfileIdentifiersWithCompleteMarketData(): Promise<
+    UniqueAsset[]
+  > {
+    return (
       await this.prismaService.marketData.groupBy({
         _count: true,
-        by: ['symbol'],
+        by: ['dataSource', 'symbol'],
         orderBy: [{ symbol: 'asc' }],
         where: {
-          date: { gt: startDate },
+          date: { gt: subDays(resetHours(new Date()), 7) },
           state: 'CLOSE'
         }
       })
     )
-      .filter((group) => {
-        return group._count >= 6;
+      .filter(({ _count }) => {
+        return _count >= 6;
       })
-      .map((group) => {
-        return group.symbol;
+      .map(({ dataSource, symbol }) => {
+        return { dataSource, symbol };
+      });
+  }
+
+  private async getCurrencies7D(): Promise<IDataGatheringItem[]> {
+    const assetProfileIdentifiersWithCompleteMarketData =
+      await this.getAssetProfileIdentifiersWithCompleteMarketData();
+
+    return this.exchangeRateDataService
+      .getCurrencyPairs()
+      .filter(({ dataSource, symbol }) => {
+        return !assetProfileIdentifiersWithCompleteMarketData.some((item) => {
+          return item.dataSource === dataSource && item.symbol === symbol;
+        });
+      })
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol,
+          date: subDays(resetHours(new Date()), 7)
+        };
+      });
+  }
+
+  private getEarliestDate(aStartDate: Date) {
+    return min([aStartDate, subYears(new Date(), 10)]);
+  }
+
+  private async getSymbols7D({
+    withUserSubscription = false
+  }: {
+    withUserSubscription?: boolean;
+  }): Promise<IDataGatheringItem[]> {
+    const symbolProfiles =
+      await this.symbolProfileService.getSymbolProfilesByUserSubscription({
+        withUserSubscription
       });
 
-    const symbolProfilesToGather = symbolProfiles
+    const assetProfileIdentifiersWithCompleteMarketData =
+      await this.getAssetProfileIdentifiersWithCompleteMarketData();
+
+    return symbolProfiles
       .filter(({ dataSource, scraperConfiguration, symbol }) => {
         const manualDataSourceWithScraperConfiguration =
           dataSource === 'MANUAL' && !isEmpty(scraperConfiguration);
 
         return (
-          !symbolsWithCompleteMarketData.includes(symbol) &&
+          !assetProfileIdentifiersWithCompleteMarketData.some((item) => {
+            return item.dataSource === dataSource && item.symbol === symbol;
+          }) &&
           (dataSource !== 'MANUAL' || manualDataSourceWithScraperConfiguration)
         );
       })
       .map((symbolProfile) => {
         return {
           ...symbolProfile,
-          date: startDate
+          date: subDays(resetHours(new Date()), 7)
         };
       });
-
-    const currencyPairsToGather = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .filter(({ symbol }) => {
-        return !symbolsWithCompleteMarketData.includes(symbol);
-      })
-      .map(({ dataSource, symbol }) => {
-        return {
-          dataSource,
-          symbol,
-          date: startDate
-        };
-      });
-
-    return [...currencyPairsToGather, ...symbolProfilesToGather];
   }
 
   private async getSymbolsMax(): Promise<IDataGatheringItem[]> {

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

@@ -50,7 +50,9 @@ export class AlphaVantageService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Alpha Vantage',
+      url: 'https://www.alphavantage.co'
     };
   }
 

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

@@ -36,6 +36,7 @@ export class DataEnhancerService {
 
       if (
         (assetProfile.countries as unknown as Prisma.JsonArray)?.length > 0 &&
+        (assetProfile.holdings as unknown as Prisma.JsonArray)?.length > 0 &&
         (assetProfile.sectors as unknown as Prisma.JsonArray)?.length > 0
       ) {
         return true;

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

@@ -1,5 +1,6 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataEnhancerInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-enhancer.interface';
+import { Holding } from '@ghostfolio/common/interfaces';
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
 
@@ -155,11 +156,30 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
       }
     }
 
+    if (
+      !response.holdings ||
+      (response.holdings as unknown as Holding[]).length === 0
+    ) {
+      response.holdings = [];
+
+      for (const { label, weight } of holdings?.topHoldings ?? []) {
+        if (label?.toLowerCase() === 'other') {
+          continue;
+        }
+
+        response.holdings.push({
+          weight,
+          name: label
+        });
+      }
+    }
+
     if (
       !response.sectors ||
       (response.sectors as unknown as Sector[]).length === 0
     ) {
       response.sectors = [];
+
       for (const [name, value] of Object.entries<any>(
         holdings?.sectors ?? {}
       )) {

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

@@ -14,7 +14,12 @@ import {
   DERIVED_CURRENCIES,
   PROPERTY_DATA_SOURCE_MAPPING
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, getStartOfUtcDate } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getCurrencyFromSymbol,
+  getStartOfUtcDate,
+  isDerivedCurrency
+} from '@ghostfolio/common/helper';
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
 import type { Granularity, UserWithSettings } from '@ghostfolio/common/types';
 
@@ -423,13 +428,18 @@ export class DataProviderService {
         continue;
       }
 
-      const symbols = dataGatheringItems.map((dataGatheringItem) => {
-        return dataGatheringItem.symbol;
-      });
+      const symbols = dataGatheringItems
+        .filter(({ symbol }) => {
+          return !isDerivedCurrency(getCurrencyFromSymbol(symbol));
+        })
+        .map(({ symbol }) => {
+          return symbol;
+        });
 
       const maximumNumberOfSymbolsPerRequest =
         dataProvider.getMaxNumberOfSymbolsPerRequest?.() ??
         Number.MAX_SAFE_INTEGER;
+
       for (
         let i = 0;
         i < symbols.length;
@@ -516,7 +526,8 @@ export class DataProviderService {
                   .filter((symbol) => {
                     return (
                       isNumber(response[symbol].marketPrice) &&
-                      response[symbol].marketPrice > 0
+                      response[symbol].marketPrice > 0 &&
+                      response[symbol].marketState === 'open'
                     );
                   })
                   .map((symbol) => {
@@ -598,10 +609,14 @@ export class DataProviderService {
         return name1?.toLowerCase().localeCompare(name2?.toLowerCase());
       })
       .map((lookupItem) => {
-        if (
-          !this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') ||
-          user.subscription.type === 'Premium'
-        ) {
+        if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+          if (user.subscription.type === 'Premium') {
+            lookupItem.dataProviderInfo.isPremium = false;
+          }
+
+          lookupItem.dataProviderInfo.name = undefined;
+          lookupItem.dataProviderInfo.url = undefined;
+        } else {
           lookupItem.dataProviderInfo.isPremium = false;
         }
 

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

@@ -66,7 +66,9 @@ export class EodHistoricalDataService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: true
+      isPremium: true,
+      name: 'EOD Historical Data',
+      url: 'https://eodhd.com'
     };
   }
 
@@ -244,7 +246,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
       for (const { close, code, timestamp } of quotes) {
         let currency: string;
 
-        if (code.endsWith('.FOREX')) {
+        if (this.isForex(code)) {
           currency = this.convertFromEodSymbol(code)?.replace(
             DEFAULT_CURRENCY,
             ''
@@ -270,7 +272,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
             currency,
             dataSource: this.getName(),
             marketPrice: close,
-            marketState: isToday(new Date(timestamp * 1000)) ? 'open' : 'closed'
+            marketState:
+              this.isForex(code) || isToday(new Date(timestamp * 1000))
+                ? 'open'
+                : 'closed'
           };
         } else {
           Logger.error(
@@ -309,7 +314,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
       items: searchResult
         .filter(({ currency, symbol }) => {
           // Remove 'NA' currency and exchange rates
-          return currency?.length === 3 && !symbol.endsWith('.FOREX');
+          return currency?.length === 3 && !this.isForex(symbol);
         })
         .map(
           ({
@@ -347,7 +352,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
   private convertFromEodSymbol(aEodSymbol: string) {
     let symbol = aEodSymbol;
 
-    if (symbol.endsWith('.FOREX')) {
+    if (this.isForex(symbol)) {
       symbol = symbol.replace('GBX', 'GBp');
       symbol = symbol.replace('.FOREX', '');
     }
@@ -449,6 +454,10 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return searchResult;
   }
 
+  private isForex(aCode: string) {
+    return aCode?.endsWith('.FOREX') || false;
+  }
+
   private parseAssetClass({
     Exchange,
     Type

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

@@ -46,7 +46,9 @@ export class GoogleSheetsService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Google Sheets',
+      url: 'https://docs.google.com/spreadsheets'
     };
   }
 

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

@@ -167,9 +167,10 @@ export class ManualService implements DataProviderInterface {
       });
 
       for (const { currency, symbol } of symbolProfiles) {
-        let marketPrice = marketData.find((marketDataItem) => {
-          return marketDataItem.symbol === symbol;
-        })?.marketPrice;
+        let marketPrice =
+          marketData.find((marketDataItem) => {
+            return marketDataItem.symbol === symbol;
+          })?.marketPrice ?? 0;
 
         response[symbol] = {
           currency,
@@ -256,7 +257,7 @@ export class ManualService implements DataProviderInterface {
         signal: abortController.signal
       });
 
-      if (headers['content-type'] === 'application/json') {
+      if (headers['content-type'].includes('application/json')) {
         const data = JSON.parse(body);
         const value = String(
           jsonpath.query(data, scraperConfiguration.selector)[0]

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

@@ -43,7 +43,9 @@ export class RapidApiService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Rapid API',
+      url: 'https://rapidapi.com'
     };
   }
 

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

@@ -43,7 +43,9 @@ export class YahooFinanceService implements DataProviderInterface {
 
   public getDataProviderInfo(): DataProviderInfo {
     return {
-      isPremium: false
+      isPremium: false,
+      name: 'Yahoo Finance',
+      url: 'https://finance.yahoo.com'
     };
   }
 

apps/api/src/services/exchange-rate-data/exchange-rate-data.service.ts

@@ -78,7 +78,7 @@ export class ExchangeRateDataService {
       );
       const lastDateString = dateStrings.reduce((a, b) => {
         return a > b ? a : b;
-      });
+      }, undefined);
 
       let previousExchangeRate =
         exchangeRatesByCurrency[`${currency}${targetCurrency}`]?.[

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

@@ -2,6 +2,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
   EnhancedSymbolProfile,
+  Holding,
   ScraperConfiguration,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
@@ -61,7 +62,9 @@ export class SymbolProfileService {
           })
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
   }
 
   public async getSymbolProfilesByIds(
@@ -83,7 +86,43 @@ export class SymbolProfileService {
           }
         }
       })
-      .then((symbolProfiles) => this.getSymbols(symbolProfiles));
+      .then((symbolProfiles) => {
+        return this.enhanceSymbolProfiles(symbolProfiles);
+      });
+  }
+
+  public async getSymbolProfilesByUserSubscription({
+    withUserSubscription = false
+  }: {
+    withUserSubscription?: boolean;
+  }) {
+    return this.prismaService.symbolProfile.findMany({
+      include: {
+        Order: {
+          include: {
+            User: true
+          }
+        }
+      },
+      orderBy: [{ symbol: 'asc' }],
+      where: {
+        Order: withUserSubscription
+          ? {
+              some: {
+                User: {
+                  Subscription: { some: { expiresAt: { gt: new Date() } } }
+                }
+              }
+            }
+          : {
+              every: {
+                User: {
+                  Subscription: { none: { expiresAt: { gt: new Date() } } }
+                }
+              }
+            }
+      }
+    });
   }
 
   public updateSymbolProfile({
@@ -93,6 +132,7 @@ export class SymbolProfileService {
     countries,
     currency,
     dataSource,
+    holdings,
     name,
     scraperConfiguration,
     sectors,
@@ -108,6 +148,7 @@ export class SymbolProfileService {
         comment,
         countries,
         currency,
+        holdings,
         name,
         scraperConfiguration,
         sectors,
@@ -119,7 +160,7 @@ export class SymbolProfileService {
     });
   }
 
-  private getSymbols(
+  private enhanceSymbolProfiles(
     symbolProfiles: (SymbolProfile & {
       _count: { Order: number };
       Order?: {
@@ -136,6 +177,7 @@ export class SymbolProfileService {
           symbolProfile?.countries as unknown as Prisma.JsonArray
         ),
         dateOfFirstActivity: <Date>undefined,
+        holdings: this.getHoldings(symbolProfile),
         scraperConfiguration: this.getScraperConfiguration(symbolProfile),
         sectors: this.getSectors(symbolProfile),
         symbolMapping: this.getSymbolMapping(symbolProfile)
@@ -163,6 +205,14 @@ export class SymbolProfileService {
           );
         }
 
+        if (
+          (item.SymbolProfileOverrides.holdings as unknown as Holding[])
+            ?.length > 0
+        ) {
+          item.holdings = item.SymbolProfileOverrides
+            .holdings as unknown as Holding[];
+        }
+
         item.name = item.SymbolProfileOverrides?.name ?? item.name;
 
         if (
@@ -199,6 +249,20 @@ export class SymbolProfileService {
     });
   }
 
+  private getHoldings(symbolProfile: SymbolProfile): Holding[] {
+    return ((symbolProfile?.holdings as Prisma.JsonArray) ?? []).map(
+      (holding) => {
+        const { name, weight } = holding as Prisma.JsonObject;
+
+        return {
+          allocationInPercentage: weight as number,
+          name: (name as string) ?? UNKNOWN_KEY,
+          valueInBaseCurrency: undefined
+        };
+      }
+    );
+  }
+
   private getScraperConfiguration(
     symbolProfile: SymbolProfile
   ): ScraperConfiguration {

apps/api/src/services/twitter-bot/twitter-bot.service.ts

@@ -70,7 +70,7 @@ export class TwitterBotService {
           await this.twitterClient.v2.tweet(status);
 
         Logger.log(
-          `Fear & Greed Index has been tweeted: https://twitter.com/ghostfolio_/status/${createdTweet.id}`,
+          `Fear & Greed Index has been posted: https://x.com/ghostfolio_/status/${createdTweet.id}`,
           'TwitterBotService'
         );
       }

apps/api/src/validators/is-currency-code.ts

@@ -0,0 +1,44 @@
+import { DERIVED_CURRENCIES } from '@ghostfolio/common/config';
+
+import {
+  registerDecorator,
+  ValidationOptions,
+  ValidatorConstraint,
+  ValidatorConstraintInterface,
+  ValidationArguments
+} from 'class-validator';
+import { isISO4217CurrencyCode } from 'class-validator';
+
+export function IsCurrencyCode(validationOptions?: ValidationOptions) {
+  return function (object: Object, propertyName: string) {
+    registerDecorator({
+      propertyName,
+      constraints: [],
+      options: validationOptions,
+      target: object.constructor,
+      validator: IsExtendedCurrencyConstraint
+    });
+  };
+}
+
+@ValidatorConstraint({ async: false })
+export class IsExtendedCurrencyConstraint
+  implements ValidatorConstraintInterface
+{
+  public defaultMessage(args: ValidationArguments) {
+    return '$value must be a valid ISO4217 currency code';
+  }
+
+  public validate(currency: any) {
+    // Return true if currency is a standard ISO 4217 code or a derived currency
+    return (
+      isISO4217CurrencyCode(currency) ||
+      [
+        ...DERIVED_CURRENCIES.map((derivedCurrency) => {
+          return derivedCurrency.currency;
+        }),
+        'USX'
+      ].includes(currency)
+    );
+  }
+}

apps/client/localhost.cert

@@ -0,0 +1,18 @@
+-----BEGIN CERTIFICATE-----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+-----END CERTIFICATE-----

apps/client/localhost.pem

@@ -0,0 +1,28 @@
+-----BEGIN PRIVATE KEY-----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+-----END PRIVATE KEY-----

apps/client/project.json

@@ -36,6 +36,10 @@
         "ngswConfigPath": "apps/client/ngsw-config.json"
       },
       "configurations": {
+        "development-ca": {
+          "baseHref": "/ca/",
+          "localize": ["ca"]
+        },
         "development-de": {
           "baseHref": "/de/",
           "localize": ["de"]
@@ -163,8 +167,11 @@
     "serve": {
       "executor": "@nx/angular:dev-server",
       "options": {
+        "buildTarget": "client:build",
         "proxyConfig": "apps/client/proxy.conf.json",
-        "buildTarget": "client:build"
+        "ssl": true,
+        "sslCert": "apps/client/localhost.cert",
+        "sslKey": "apps/client/localhost.pem"
       },
       "configurations": {
         "development-de": {
@@ -209,6 +216,7 @@
         "includeContext": true,
         "outputPath": "src/locales",
         "targetFiles": [
+          "messages.ca.xlf",
           "messages.de.xlf",
           "messages.es.xlf",
           "messages.fr.xlf",
@@ -237,6 +245,10 @@
   },
   "i18n": {
     "locales": {
+      "ca": {
+        "baseHref": "/ca/",
+        "translation": "apps/client/src/locales/messages.ca.xlf"
+      },
       "de": {
         "baseHref": "/de/",
         "translation": "apps/client/src/locales/messages.de.xlf"