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96 Commits

Author SHA1 Message Date
423bd92b89 Release 2.94.0 (#3556) 2024-07-09 18:44:53 +02:00
5dc331e386 Feature/improve language localization for de 20240709 (#3555)
* Update translations

* Update changelog
2024-07-09 18:43:20 +02:00
744dc51dcd Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering

* Update changelog
2024-07-09 18:42:03 +02:00
b0c53d050a Feature/harmonize delete labels in admin market data (#3552) 2024-07-09 18:20:25 +02:00
830569b38e Release 2.93.0 (#3551) 2024-07-07 18:25:33 +02:00
35b4aef06f Feature/improve market state logic for forex in eod historical data service (#3550) 2024-07-07 18:23:51 +02:00
bc2fd9c970 Feature/add WTD and MTD to documentation (#3542) 2024-07-07 09:55:52 +02:00
c42a8aebed Feature/add platforms concept to faq page (#3549)
* Add concept of platforms

* Update changelog
2024-07-07 09:55:12 +02:00
fad1adb91b Feature/improve usability to delete currency asset profile (#3541)
* Improve usability

* Update changelog
2024-07-07 09:54:54 +02:00
9cd37f8de0 Feature/add crypto coins and stock heatmaps to resources page (#3548)
* Add heatmaps

* Crypto Coins Heatmap
* Stock Heatmap

* Update changelog
2024-07-07 09:40:55 +02:00
d49b90d7a5 Feature/refresh cryptocurrencies list 20240706 (#3544)
* Refresh cryptocurrencies list

* Update changelog
2024-07-07 09:39:29 +02:00
130a9ea062 Feature/remove obsolete version from docker compose files (#3543)
* Remove obsolete version

* Update changelog
2024-07-07 09:16:48 +02:00
ffc6309850 Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds

* Update changelog
2024-07-07 08:25:51 +02:00
976cc7f243 Feature/upgrade nx to version 19.4.0 (#3540)
* Upgrade Nx to version 19.4.0

* Update changelog
2024-07-06 22:15:33 +02:00
7067aca04b Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
2024-07-05 17:26:12 +02:00
1c9805bb96 Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode

* Update changelog
2024-07-04 20:25:15 +02:00
8227a2d91a Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json

* Update changelog
2024-07-03 18:16:07 +02:00
194aee97db Feature/update development instructions to control flow (#3466) 2024-07-02 11:58:13 +02:00
0f77169952 Fix wording (#3463) 2024-07-01 21:03:15 +02:00
0f8dc62c53 Release 2.92.0 (#3532) 2024-06-30 09:23:03 +02:00
554136cdcd Feature/bulk deletion for asset profiles (#3531)
* Add support for bulk deletion of asset profiles

* Update changelog
2024-06-30 09:21:04 +02:00
83b5cfff1f Feature/upgrade prisma to version 5.16.1 (#3526)
* Upgrade prisma to version 5.16.1

* Update changelog
2024-06-29 17:06:21 +02:00
dcec3accf0 Feature/improve caching of benchmarks (#3530)
* Improve caching

* Update changelog
2024-06-29 16:53:35 +02:00
f08b0b570b Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation

* Update changelog
2024-06-29 16:30:40 +02:00
8386fec98a Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles

* Update changelog
2024-06-29 10:53:25 +02:00
4d3dff3e5b Feature/extend personal finance tools 20240629 (#3528)
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
76890e63fa Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high

* Update changelog
2024-06-29 10:03:45 +02:00
4fb2aebf4f Release 2.91.0 (#3522) 2024-06-26 20:40:29 +02:00
ed5cd3b978 Feature/upgrade angular to version 18.0.4 (#3520)
* Upgrade Angular to version 18.0.4

* Update changelog
2024-06-26 20:38:26 +02:00
469c1936b4 Bugfix/fix horizontal overflow in historical market data table of admin control panel (#3515)
* Fix horizontal overflow

* Update changelog
2024-06-26 20:38:12 +02:00
8b3cc5c11a Bugfix/fix dialog position on mobile (#3521)
* Fix dialog position on mobile

* Update changelog
2024-06-26 20:19:25 +02:00
ee086638f3 Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
58d1abbd38 Feature/clean up imports (#3514)
* Clean up imports
2024-06-25 19:52:07 +02:00
ba979cbae2 Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value

* Update changelog
2024-06-24 21:24:03 +02:00
8cda43bb63 Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open

* Update changelog
2024-06-23 10:23:03 +02:00
c4499df74c Feature/add wealthy tracker (#3510)
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
24bcc15b6a Release 2.90.0 (#3508) 2024-06-22 09:58:19 +02:00
ff121243e4 Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
70e633b997 Feature/upgrade ngx device detector to version 8.0.0 (#3505)
* Upgrade ngx-device-detector to version 8.0.0

* Update changelog
2024-06-21 11:05:35 +02:00
0780ee4adb Feature/improve language localization for de 20240620 (#3504)
* Update translations

* Update changelog
2024-06-20 20:45:56 +02:00
09613f9324 Feature/extend self hosting faq by mobile app question (#3500)
* Add question about mobile app

* Update changelog
2024-06-20 17:45:31 +02:00
8642b1a7af Feature/upgrade zone.js to version 0.14.7 (#3501)
* Upgrade zone.js to version 0.14.7

* Update changelog
2024-06-19 13:52:05 +02:00
f96f861341 Feature/upgrade ngx markdown to version 18.0.0 (#3498)
* Upgrade ngx-markdown to version 18.0.0

* Update changelog
2024-06-18 20:53:03 +02:00
a201fc7a97 Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies

* Update changelog
2024-06-18 20:37:02 +02:00
a97110348c Feature/move active filters indicator to general availability (#3485)
* Move to general availability

* Update changelog
2024-06-18 20:11:49 +02:00
a25d5b9dc0 Feature/improve error handling in biometric authentication registration (#3496)
* Improve error handling in biometric authentication registration

* Update changelog
2024-06-17 16:41:12 +02:00
6c2acf2aa6 Feature/set up ssl for local development (#3482)
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
519827045a Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
79a7e12a9f Release 2.89.0 (#3491) 2024-06-14 03:43:47 +02:00
bf20a5de82 Feature/improve date validation in activity endpoints (#3489)
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
0adefe14e1 Feature/improve language localization (#3487)
* Update translations
2024-06-13 12:08:15 +02:00
f24561cc3d Feature/improve style of personal finance tools list (#3486) 2024-06-13 12:07:42 +02:00
873fd53715 Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
e5d8faf2dc Feature/improve language localization for de 20240612 (#3483)
* Update translations

* Update changelog
2024-06-12 10:43:54 +02:00
65d3bd2802 Release 2.88.0 (#3484) 2024-06-11 20:02:21 +02:00
ad60373813 Feature/improve style of blog post list (#3481)
* Improve style

* Update changelog
2024-06-11 20:00:41 +02:00
b725e6e2ec Feature/migrate client to control flow (#3475)
* Migrate to control flow

* Update changelog
2024-06-11 19:46:16 +02:00
88c420ca5e Feature/improve language localization for de 20240611 (#3480)
* Update translations

* Update changelog
2024-06-11 19:20:13 +02:00
118e17f78c Feature/improve wording on allocations page (#3479) 2024-06-11 11:58:26 +02:00
cc92592d86 Feature/refactor personal finance tools section (#3478)
* Refactoring
2024-06-11 11:57:24 +02:00
46eb3254a9 Feature/set image source label in Dockerfile (#3477)
* Set image source label in Dockerfile

* Update changelog
2024-06-10 17:42:17 +02:00
2477491f18 Feature/upgrade nx to version 19.2.2 (#3474)
* Upgrade Nx to version 19.2.2 and Angular to version 18.0.2

* Update changelog
2024-06-09 10:24:16 +02:00
5fc9fde129 Release 2.87.0 (#3473) 2024-06-08 19:33:21 +02:00
00e50c6abe Feature/improve portfolio summary (#3472)
* Improve portfolio summary

* Update changelog
2024-06-08 19:31:50 +02:00
8131a7ad03 Feature/improve error handling in http response interceptor (#3471)
* Improve error handling in HttpResponseInterceptor

* Update changelog
2024-06-08 19:30:03 +02:00
f5e6f7dcfe Bugfix/fix initialization of fire calculator (#3470)
* Fix initialization

* Update changelog
2024-06-08 18:44:57 +02:00
87501e094d Feature/improve allocations by ETF holding for mobile (#3469) 2024-06-08 17:20:38 +02:00
d3bfdf78c3 Feature/upgrade prisma to version 5.15.0 (#3462)
* Upgrade prisma to version 5.15.0

* Update changelog
2024-06-08 16:15:36 +02:00
fc4e6ae6db Feature/improve language localization for de 20240608 (#3468)
* Update translations

* Update changelog
2024-06-08 15:51:20 +02:00
23e4d5454d Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
fdcf5fd396 Release 2.86.0 (#3465) 2024-06-07 21:47:18 +02:00
8a9ae9bb33 Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
3fb7e746df Feature/upgrade prettier to version 3.3.1 (#3459)
* Upgrade prettier to version 3.3.1

* Update changelog
2024-06-07 12:12:34 +02:00
137e8e090a Release 2.85.0 (#3461) 2024-06-06 17:25:08 +02:00
6d941500cd Bugfix/fix default locale in value component (#3454)
* Fix default locale

* Update changelog
2024-06-06 17:22:23 +02:00
9c4e22978d Feature/update translations (#3458) 2024-06-05 17:40:39 +02:00
af65a99398 Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin

* Add Navexa

* Add Stonksfolio
2024-06-05 17:32:43 +02:00
1a0cb561cd Feature/add ability to close user account (#3444)
* Add ability to close user account

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
9f875adf0c Feature/improve language localization for de 20240602 (#3452)
* Update translations

* Update changelog
2024-06-03 20:26:58 +02:00
6b0dadb895 Feature/upgrade ng extract i18n merge to version 2.12.0 (#3449)
* Upgrade ng-extract-i18n-merge to version 2.12.0

* Update changelog
2024-06-02 10:22:31 +02:00
98a9523eee Feature/extend personal finance tools (#3448) 2024-06-02 10:20:09 +02:00
dfb3365efb Release 2.84.0 (#3447) 2024-06-01 11:16:13 +02:00
0e08d8830e Handle reduce of empty array (#3446) 2024-06-01 11:14:34 +02:00
69d85eadfd Feature/setup cascading on delete for various relations in database schema (#3445)
* Setup cascading on delete

* Update changelog
2024-06-01 11:08:36 +02:00
c009f8c12f Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog

* Update changelog
2024-06-01 10:55:42 +02:00
60ef46accf Bugfix/fix state handling of currency selector component (#2795) (#3429)
* Fix state handling of currency selector component

* Update changelog
2024-06-01 10:53:02 +02:00
b12ac1fe84 Feature/simplify module imports of api (#3443)
* Simplify module imports
2024-06-01 10:02:43 +02:00
4355c96ab6 Bugfix/fix initial annual interest rate in fire calculator (#3437)
* Fix initial annual interest rate

* Update changelog
2024-05-31 17:29:19 +02:00
fb326fe0cc Release 2.83.0 (#3442) 2024-05-30 20:47:43 +02:00
02cfebd98c Feature/upgrade yahoo finance2 to version 2.11.3 (#3441)
* Upgrade yahoo-finance2 to version 2.11.3

* Update changelog
2024-05-30 20:45:32 +02:00
dd2936d703 Feature/upgrade countup.js to version 2.8.0 (#3436)
* Upgrade countup.js to version 2.8.0

* Update changelog
2024-05-29 16:06:58 +02:00
918d0b85d4 Feature/update passport dependencies (#3433)
* Update passport dependencies

* Refactor Google strategy

* Update changelog
2024-05-28 13:47:45 +02:00
a061595101 Feature/upgrade class validator to version 0.14.1 (#3431)
* Upgrade class-validator to version 0.14.1

* Update changelog
2024-05-27 13:55:24 +02:00
dcd496ac50 Feature/upgrade angular to version 17.3.10 (#3430)
* Upgrade angular to version 17.3.10

* Update changelog
2024-05-26 14:13:43 +02:00
6b9ec549da Feature/upgrade prisma to version 5.14.0 (#3423)
* Upgrade prisma to version 5.14.0

* Update changelog
2024-05-24 15:36:36 +02:00
b5bd4df483 Feature/upgrade nx to version 19.0.5 (#3422)
* Upgrade Nx to version 19.0.5

* Update changelog
2024-05-23 20:48:26 +02:00
296 changed files with 16377 additions and 98955 deletions

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@ -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"],

1
.gitignore vendored
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@ -28,6 +28,7 @@
.env
.env.prod
.nx/cache
.nx/workspace-data
/.sass-cache
/connect.lock
/coverage

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

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@ -5,6 +5,179 @@ 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).
## 2.94.0 - 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

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@ -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

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@ -51,6 +51,9 @@ RUN yarn database:generate-typings
# Image to run, copy everything needed from builder
FROM node:18-slim
LABEL org.opencontainers.image.source="https://github.com/ghostfolio/ghostfolio"
RUN apt update && apt install -y \
curl \
openssl \

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@ -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
@ -89,7 +89,7 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
| ------------------------ | ------------------- | ------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| `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 |
| `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) |
@ -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_
@ -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 [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://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).

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@ -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 {

View File

@ -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]
})

View File

@ -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()

View File

@ -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()

View File

@ -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';

View File

@ -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],

View File

@ -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';
@ -13,11 +15,13 @@ 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';
@ -38,10 +42,12 @@ 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 +153,16 @@ 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' ||
@ -295,6 +310,16 @@ export class AdminService {
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 +338,20 @@ 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 +363,7 @@ export class AdminService {
countries,
currency,
dataSource,
holdings,
name,
scraperConfiguration,
sectors,
@ -349,6 +384,7 @@ export class AdminService {
countries,
currency,
dataSource,
holdings,
scraperConfiguration,
sectors,
symbol,
@ -401,30 +437,45 @@ export class AdminService {
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 };
}

View File

@ -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;

View File

@ -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,

View File

@ -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'])
};
}
}

View File

@ -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 {}

View File

@ -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' }

View File

@ -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

View File

@ -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);

View File

@ -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,

View File

@ -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]
})

View File

@ -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';

View File

@ -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 {}

View File

@ -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]
})

View File

@ -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,

View File

@ -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 {}

View File

@ -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';

View File

@ -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]
})

View File

@ -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,
@ -295,6 +292,7 @@ export class ImportService {
figi,
figiComposite,
figiShareClass,
holdings,
id,
isin,
name,
@ -367,6 +365,7 @@ export class ImportService {
figi,
figiComposite,
figiShareClass,
holdings,
id,
isin,
name,
@ -538,6 +537,7 @@ export class ImportService {
assetSubClass: undefined,
countries: undefined,
createdAt: undefined,
holdings: undefined,
id: undefined,
sectors: undefined,
updatedAt: undefined

View File

@ -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';

View File

@ -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]

View File

@ -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,

View File

@ -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 {}

View File

@ -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()

View File

@ -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';
@ -66,7 +66,6 @@ export class OrderController {
return this.orderService.deleteOrders({
filters,
userCurrency: this.request.user.Settings.settings.baseCurrency,
userId: this.request.user.id
});
}

View File

@ -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]
})

View File

@ -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);
}
@ -196,18 +208,16 @@ export class OrderService {
public async deleteOrders({
filters,
userCurrency,
userId
}: {
filters?: Filter[];
userCurrency: string;
userId: string;
}): Promise<number> {
const { activities } = await this.getOrders({
filters,
userId,
userCurrency,
includeDrafts: true,
userCurrency: undefined,
withExcludedAccounts: true
});
@ -221,6 +231,19 @@ export class OrderService {
}
});
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 })
@ -268,7 +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 };
@ -344,7 +368,7 @@ export class OrderService {
}
if (sortColumn) {
orderBy = [{ [sortColumn]: sortDirection }];
orderBy = [{ [sortColumn]: sortDirection }, { id: sortDirection }];
}
if (types) {
@ -429,6 +453,26 @@ 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> {

View File

@ -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()

View File

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

View File

@ -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,
@ -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(
({

View File

@ -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: [

View File

@ -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,
@ -1465,6 +1476,7 @@ export class PortfolioService {
grossPerformancePercent: 0,
grossPerformancePercentWithCurrencyEffect: 0,
grossPerformanceWithCurrencyEffect: 0,
holdings: [],
investment: balance,
marketPrice: 0,
marketState: 'open',

View File

@ -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')
: ''
})
);
}

View File

@ -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 {}

View File

@ -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'
}
);
}

View File

@ -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';

View File

@ -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]
})

View File

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

View File

@ -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;

View File

@ -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)

View File

@ -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,

View File

@ -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> {
@ -262,10 +242,13 @@ export class UserService {
// 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 +400,8 @@ export class UserService {
} catch {}
try {
await this.prismaService.order.deleteMany({
where: { userId: where.id }
await this.orderService.deleteOrders({
userId: where.id
});
} catch {}

File diff suppressed because it is too large Load Diff

View File

@ -54,206 +54,6 @@
<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 +208,6 @@
<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>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-getquin</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-gospatz</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-intuit-mint</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-justetf</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-kubera</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-magnifi</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-markets.sh</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-maybe-finance</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monarch-money</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-monse</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-parqet</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-plannix</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portfolio-dividend-tracker</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-portseido</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-projectionlab</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-rocket-money</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-seeking-alpha</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sharesight</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-simple-portfolio</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-snowball-analytics</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-stockle</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-stockmarketeye</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-sumio</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-tiller</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-utluna</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-vyzer</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthfolio</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-wealthica</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-whal</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-yeekatee</loc>
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</url>
<url>
<loc>https://ghostfol.io/en/resources/personal-finance-tools/open-source-alternative-to-ynab</loc>
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</url>
<url>
<loc>https://ghostfol.io/es</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -638,6 +238,10 @@
<loc>https://ghostfol.io/es/recursos</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/recursos/personal-finance-tools</loc>
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</url>
<url>
<loc>https://ghostfol.io/es/registro</loc>
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
@ -716,6 +320,10 @@
<loc>https://ghostfol.io/fr/ressources</loc>
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</url>
<url>
<loc>https://ghostfol.io/fr/ressources/personal-finance-tools</loc>
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<url>
<loc>https://ghostfol.io/it</loc>
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@ -774,206 +382,6 @@
<loc>https://ghostfol.io/it/risorse/personal-finance-tools</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-8figures</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allinvestview</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-allvue-systems</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-altoo</loc>
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</url>
<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-basil-finance</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-beanvest</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capitally</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-capmon</loc>
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<url>
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<url>
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<url>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-empower</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-fina</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finary</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-finwise</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-folishare</loc>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-gospatz</loc>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-justetf</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-kubera</loc>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-markets.sh</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-maybe-finance</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monarch-money</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-monse</loc>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-plannix</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portfolio-dividend-tracker</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-portseido</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-projectionlab</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-rocket-money</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-seeking-alpha</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sharesight</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-simple-portfolio</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-snowball-analytics</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-stockle</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-stockmarketeye</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-sumio</loc>
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<url>
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<url>
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<url>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthfolio</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-wealthica</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-whal</loc>
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<url>
<loc>https://ghostfol.io/it/risorse/personal-finance-tools/alternativa-open-source-a-yeekatee</loc>
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<url>
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<url>
<loc>https://ghostfol.io/nl</loc>
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@ -986,206 +394,6 @@
<loc>https://ghostfol.io/nl/bronnen/personal-finance-tools</loc>
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<url>
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<url>
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</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>
@ -1270,6 +478,10 @@
<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>${currentDate}T00:00:00+00:00</lastmod>
@ -1304,4 +516,5 @@
<lastmod>${currentDate}T00:00:00+00:00</lastmod>
</url>
-->
${personalFinanceTools}
</urlset>

View File

@ -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,

View File

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

View File

@ -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 {}

View File

@ -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 {}

View File

@ -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;
}

View File

@ -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;
}

View File

@ -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;
}

View File

@ -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;
}

View File

@ -181,6 +181,7 @@ export class DataGatheringService {
figi,
figiComposite,
figiShareClass,
holdings,
isin,
name,
sectors,
@ -198,6 +199,7 @@ export class DataGatheringService {
figi,
figiComposite,
figiShareClass,
holdings,
isin,
name,
sectors,
@ -212,6 +214,7 @@ export class DataGatheringService {
figi,
figiComposite,
figiShareClass,
holdings,
isin,
name,
sectors,

View File

@ -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'
};
}

View File

@ -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;

View File

@ -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 ?? {}
)) {

View File

@ -516,7 +516,8 @@ 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 +599,14 @@ 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;
}

View File

@ -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

View File

@ -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'
};
}

View File

@ -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]

View File

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

View File

@ -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'
};
}

View File

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

View File

@ -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 +86,9 @@ export class SymbolProfileService {
}
}
})
.then((symbolProfiles) => this.getSymbols(symbolProfiles));
.then((symbolProfiles) => {
return this.enhanceSymbolProfiles(symbolProfiles);
});
}
public updateSymbolProfile({
@ -93,6 +98,7 @@ export class SymbolProfileService {
countries,
currency,
dataSource,
holdings,
name,
scraperConfiguration,
sectors,
@ -108,6 +114,7 @@ export class SymbolProfileService {
comment,
countries,
currency,
holdings,
name,
scraperConfiguration,
sectors,
@ -119,7 +126,7 @@ export class SymbolProfileService {
});
}
private getSymbols(
private enhanceSymbolProfiles(
symbolProfiles: (SymbolProfile & {
_count: { Order: number };
Order?: {
@ -136,6 +143,7 @@ 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 +171,14 @@ 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 +215,20 @@ 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 {

View File

@ -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'
);
}

View File

@ -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)
);
}
}

View File

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

28
apps/client/localhost.pem Normal file
View File

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

View File

@ -163,8 +163,11 @@
"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": {

View File

@ -1,33 +1,31 @@
<header>
<div
*ngIf="canCreateAccount || user?.systemMessage"
class="info-message-container"
>
<div class="info-message-inner-container position-fixed w-100">
<div class="align-items-center d-flex h-100 justify-content-center">
<a
*ngIf="canCreateAccount"
class="text-center"
[routerLink]="routerLinkRegister"
>
<div
class="cursor-pointer d-inline-block info-message"
(click)="onCreateAccount()"
>
<span i18n>You are using the Live Demo.</span>
<span class="a ml-2" i18n>Create Account</span>
</div></a
>
<div
*ngIf="!canCreateAccount && user?.systemMessage"
class="cursor-pointer d-inline-block info-message text-truncate"
(click)="onClickSystemMessage()"
>
{{ user.systemMessage.message }}
@if (canCreateAccount || user?.systemMessage) {
<div class="info-message-container">
<div class="info-message-inner-container position-fixed w-100">
<div class="align-items-center d-flex h-100 justify-content-center">
@if (canCreateAccount) {
<a class="text-center" [routerLink]="routerLinkRegister">
<div
class="cursor-pointer d-inline-block info-message"
(click)="onCreateAccount()"
>
<span i18n>You are using the Live Demo.</span>
<span class="a ml-2" i18n>Create Account</span>
</div></a
>
}
@if (!canCreateAccount && user?.systemMessage) {
<div
class="cursor-pointer d-inline-block info-message text-truncate"
(click)="onClickSystemMessage()"
>
{{ user.systemMessage.message }}
</div>
}
</div>
</div>
</div>
</div>
}
<gf-header
class="position-fixed w-100"
@ -45,144 +43,159 @@
<router-outlet></router-outlet>
</main>
<footer *ngIf="showFooter" class="d-flex justify-content-center py-4 w-100">
<div class="container">
<div class="mb-3 row">
<div class="col-sm">
<a [routerLink]="['/']"><gf-logo /></a>
</div>
<div class="col-sm">
<div class="h6 mt-2" i18n>Personal Finance</div>
<ul class="list-unstyled">
<li *ngIf="hasPermissionToAccessFearAndGreedIndex">
<a i18n [routerLink]="routerLinkMarkets">Markets</a>
</li>
<li><a i18n [routerLink]="routerLinkResources">Resources</a></li>
</ul>
</div>
<div class="col-sm">
<div class="h6 mt-2">Ghostfolio</div>
<ul class="list-unstyled">
<li><a i18n [routerLink]="routerLinkAbout">About</a></li>
<li *ngIf="hasPermissionForSubscription">
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
<li>
<a i18n [routerLink]="routerLinkAboutChangelog">Changelog</a>
</li>
<li><a i18n [routerLink]="routerLinkFeatures">Features</a></li>
<li *ngIf="hasPermissionForSubscription">
<a i18n [routerLink]="routerLinkFaq"
>Frequently Asked Questions (FAQ)</a
>
</li>
<li>
<a i18n [routerLink]="routerLinkAboutLicense">License</a>
</li>
<li *ngIf="hasPermissionForStatistics">
<a [routerLink]="['/open']">Open Startup</a>
</li>
<li *ngIf="hasPermissionForSubscription">
<a i18n [routerLink]="routerLinkPricing">Pricing</a>
</li>
<li *ngIf="hasPermissionForSubscription">
<a i18n [routerLink]="routerLinkAboutPrivacyPolicy"
>Privacy Policy</a
>
</li>
<li *ngIf="hasPermissionForSubscription">
<a
class="align-items-baseline d-flex"
href="https://status.ghostfol.io"
target="_blank"
title="Ghostfolio Status"
>Status<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
</ul>
</div>
<div class="col-sm">
<div class="h6 mt-2" i18n>Community</div>
<ul class="list-unstyled">
<li>
<a
class="align-items-baseline d-flex"
href="https://github.com/ghostfolio/ghostfolio"
target="_blank"
title="Find Ghostfolio on GitHub"
>GitHub<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>
<a
class="align-items-baseline d-flex"
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
target="_blank"
title="Join the Ghostfolio Slack community"
>Slack<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>
<a
class="align-items-baseline d-flex"
href="https://twitter.com/ghostfolio_"
target="_blank"
title="Follow Ghostfolio on X (formerly Twitter)"
>X (formerly Twitter)<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>&nbsp;</li>
<li>
<a href="../de" title="Ghostfolio in Deutsch">Deutsch</a>
</li>
<li>
<a href="../en" title="Ghostfolio in English">English</a>
</li>
<li>
<a href="../es" title="Ghostfolio in Español">Español</a>
</li>
<li>
<a href="../fr" title="Ghostfolio en Français">Français</a>
</li>
<li>
<a href="../it" title="Ghostfolio in Italiano">Italiano</a>
</li>
<li>
<a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
</li>
<!--
@if (showFooter) {
<footer class="d-flex justify-content-center py-4 w-100">
<div class="container">
<div class="mb-3 row">
<div class="col-sm">
<a [routerLink]="['/']"><gf-logo /></a>
</div>
<div class="col-sm">
<div class="h6 mt-2" i18n>Personal Finance</div>
<ul class="list-unstyled">
@if (hasPermissionToAccessFearAndGreedIndex) {
<li>
<a i18n [routerLink]="routerLinkMarkets">Markets</a>
</li>
}
<li><a i18n [routerLink]="routerLinkResources">Resources</a></li>
</ul>
</div>
<div class="col-sm">
<div class="h6 mt-2">Ghostfolio</div>
<ul class="list-unstyled">
<li><a i18n [routerLink]="routerLinkAbout">About</a></li>
@if (hasPermissionForSubscription) {
<li>
<a i18n [routerLink]="['/blog']">Blog</a>
</li>
}
<li>
<a href="../pl" title="Ghostfolio in Polski">Polski</a>
<a i18n [routerLink]="routerLinkAboutChangelog">Changelog</a>
</li>
-->
<li>
<a href="../pt" title="Ghostfolio in Português">Português</a>
</li>
<li>
<a href="../tr" title="Ghostfolio in Türkçe">Türkçe</a>
</li>
<!--
<li><a i18n [routerLink]="routerLinkFeatures">Features</a></li>
@if (hasPermissionForSubscription) {
<li>
<a i18n [routerLink]="routerLinkFaq"
>Frequently Asked Questions (FAQ)</a
>
</li>
}
<li>
<a href="../zh" title="Ghostfolio in Chinese">Chinese</a>
<a i18n [routerLink]="routerLinkAboutLicense">License</a>
</li>
-->
</ul>
@if (hasPermissionForStatistics) {
<li>
<a [routerLink]="['/open']">Open Startup</a>
</li>
}
@if (hasPermissionForSubscription) {
<li>
<a i18n [routerLink]="routerLinkPricing">Pricing</a>
</li>
}
@if (hasPermissionForSubscription) {
<li>
<a i18n [routerLink]="routerLinkAboutPrivacyPolicy"
>Privacy Policy</a
>
</li>
}
@if (hasPermissionForSubscription) {
<li>
<a
class="align-items-baseline d-flex"
href="https://status.ghostfol.io"
target="_blank"
title="Ghostfolio Status"
>Status<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
}
</ul>
</div>
<div class="col-sm">
<div class="h6 mt-2" i18n>Community</div>
<ul class="list-unstyled">
<li>
<a
class="align-items-baseline d-flex"
href="https://github.com/ghostfolio/ghostfolio"
target="_blank"
title="Find Ghostfolio on GitHub"
>GitHub<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>
<a
class="align-items-baseline d-flex"
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
target="_blank"
title="Join the Ghostfolio Slack community"
>Slack<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>
<a
class="align-items-baseline d-flex"
href="https://x.com/ghostfolio_"
target="_blank"
title="Follow Ghostfolio on X (formerly Twitter)"
>X (formerly Twitter)<ion-icon class="ml-1" name="open-outline"
/></a>
</li>
<li>&nbsp;</li>
<li>
<a href="../de" title="Ghostfolio in Deutsch">Deutsch</a>
</li>
<li>
<a href="../en" title="Ghostfolio in English">English</a>
</li>
<li>
<a href="../es" title="Ghostfolio in Español">Español</a>
</li>
<li>
<a href="../fr" title="Ghostfolio en Français">Français</a>
</li>
<li>
<a href="../it" title="Ghostfolio in Italiano">Italiano</a>
</li>
<li>
<a href="../nl" title="Ghostfolio in Nederlands">Nederlands</a>
</li>
<!--
<li>
<a href="../pl" title="Ghostfolio in Polski">Polski</a>
</li>
-->
<li>
<a href="../pt" title="Ghostfolio in Português">Português</a>
</li>
<li>
<a href="../tr" title="Ghostfolio in Türkçe">Türkçe</a>
</li>
<!--
<li>
<a href="../zh" title="Ghostfolio in Chinese">Chinese</a>
</li>
-->
</ul>
</div>
</div>
<div class="row text-center">
<div class="col">
© 2021 - {{ currentYear }}
<a href="https://ghostfol.io">Ghostfolio</a>
</div>
</div>
<div class="row text-center text-muted">
<div class="col">
<small i18n
>The risk of loss in trading can be substantial. It is not advisable
to invest money you may need in the short term.</small
>
</div>
</div>
</div>
<div class="row text-center">
<div class="col">
© 2021 - {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>
</div>
</div>
<div class="row text-center text-muted">
<div class="col">
<small i18n
>The risk of loss in trading can be substantial. It is not advisable
to invest money you may need in the short term.</small
>
</div>
</div>
</div>
</footer>
</footer>
}

View File

@ -1,7 +1,10 @@
import { GfLogoComponent } from '@ghostfolio/ui/logo';
import { Platform } from '@angular/cdk/platform';
import { HttpClientModule } from '@angular/common/http';
import {
provideHttpClient,
withInterceptorsFromDi
} from '@angular/common/http';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatAutocompleteModule } from '@angular/material/autocomplete';
import { MatChipsModule } from '@angular/material/chips';
@ -45,7 +48,6 @@ export function NgxStripeFactory(): string {
GfHeaderModule,
GfLogoComponent,
GfSubscriptionInterstitialDialogModule,
HttpClientModule,
MarkdownModule.forRoot(),
MatAutocompleteModule,
MatChipsModule,
@ -63,6 +65,7 @@ export function NgxStripeFactory(): string {
authInterceptorProviders,
httpResponseInterceptorProviders,
LanguageService,
provideHttpClient(withInterceptorsFromDi()),
{
provide: DateAdapter,
useClass: CustomDateAdapter,

View File

@ -1,67 +1,71 @@
<table class="gf-table w-100" mat-table [dataSource]="dataSource">
<ng-container matColumnDef="alias">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.alias }}
</td>
</ng-container>
<div class="overflow-x-auto">
<table class="gf-table w-100" mat-table [dataSource]="dataSource">
<ng-container matColumnDef="alias">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Alias</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.alias }}
</td>
</ng-container>
<ng-container matColumnDef="grantee">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.grantee }}
</td>
</ng-container>
<ng-container matColumnDef="grantee">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Grantee</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.grantee }}
</td>
</ng-container>
<ng-container matColumnDef="type">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Permission</th>
<td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
<div class="align-items-center d-flex">
@if (element.permissions.includes('READ')) {
<ion-icon class="mr-1" name="lock-open-outline" />
<ng-container i18n>View</ng-container>
} @else if (element.permissions.includes('READ_RESTRICTED')) {
<ion-icon class="mr-1" name="lock-closed-outline" />
<ng-container i18n>Restricted view</ng-container>
<ng-container matColumnDef="type">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Permission</th>
<td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
<div class="align-items-center d-flex">
@if (element.permissions.includes('READ')) {
<ion-icon class="mr-1" name="lock-open-outline" />
<ng-container i18n>View</ng-container>
} @else if (element.permissions.includes('READ_RESTRICTED')) {
<ion-icon class="mr-1" name="lock-closed-outline" />
<ng-container i18n>Restricted view</ng-container>
}
</div>
</td>
</ng-container>
<ng-container matColumnDef="details">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Details</th>
<td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
@if (element.type === 'PUBLIC') {
<div class="align-items-center d-flex">
<ion-icon class="mr-1" name="link-outline" />
<a
href="{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}"
target="_blank"
>{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
>
</div>
}
</div>
</td>
</ng-container>
</td>
</ng-container>
<ng-container matColumnDef="details">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Details</th>
<td *matCellDef="let element" class="px-1 text-nowrap" mat-cell>
<div *ngIf="element.type === 'PUBLIC'" class="align-items-center d-flex">
<ion-icon class="mr-1" name="link-outline" />
<a
href="{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}"
target="_blank"
>{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="transactionMenu"
(click)="$event.stopPropagation()"
>
</div>
</td>
</ng-container>
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="transactionMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu #transactionMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onDeleteAccess(element.id)">
<ng-container i18n>Revoke</ng-container>
<ion-icon name="ellipsis-horizontal" />
</button>
</mat-menu>
</td>
</ng-container>
<mat-menu #transactionMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onDeleteAccess(element.id)">
<ng-container i18n>Revoke</ng-container>
</button>
</mat-menu>
</td>
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
</table>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
</table>
</div>

View File

@ -1,296 +1,322 @@
<div *ngIf="showActions" class="d-flex justify-content-end">
<button
class="align-items-center d-flex"
mat-stroked-button
[disabled]="dataSource?.data.length < 2"
(click)="onTransferBalance()"
>
<ion-icon class="mr-2" name="arrow-redo-outline" />
<ng-container i18n>Transfer Cash Balance</ng-container>...
</button>
@if (showActions) {
<div class="d-flex justify-content-end">
<button
class="align-items-center d-flex"
mat-stroked-button
[disabled]="dataSource?.data.length < 2"
(click)="onTransferBalance()"
>
<ion-icon class="mr-2" name="arrow-redo-outline" />
<ng-container i18n>Transfer Cash Balance</ng-container>...
</button>
</div>
}
<div class="overflow-x-auto">
<table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
<ng-container matColumnDef="status">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
></th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1"
mat-cell
>
<div class="d-flex justify-content-center">
@if (element.isExcluded) {
<ion-icon name="eye-off-outline" />
}
</div>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header="name">
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
@if (element.Platform?.url) {
<gf-asset-profile-icon
class="d-inline d-sm-none mr-1"
[tooltip]="element.Platform?.name"
[url]="element.Platform?.url"
/>
}
<span>{{ element.name }}</span>
</td>
<td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
</ng-container>
<ng-container matColumnDef="currency">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Currency</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1"
mat-cell
>
{{ element.currency }}
</td>
<td *matFooterCellDef class="d-none d-lg-table-cell px-1" mat-footer-cell>
{{ baseCurrency }}
</td>
</ng-container>
<ng-container matColumnDef="platform">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
mat-sort-header="Platform.name"
>
<ng-container i18n>Platform</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1"
mat-cell
>
<div class="d-flex">
@if (element.Platform?.url) {
<gf-asset-profile-icon
class="mr-1"
[tooltip]="element.Platform?.name"
[url]="element.Platform?.url"
/>
}
<span>{{ element.Platform?.name }}</span>
</div>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="transactions">
<th
*matHeaderCellDef
class="justify-content-end px-1"
mat-header-cell
mat-sort-header="transactionCount"
>
<span class="d-block d-sm-none">#</span>
<span class="d-none d-sm-block" i18n>Activities</span>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.transactionCount }}
</td>
<td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
{{ transactionCount }}
</td>
</ng-container>
<ng-container matColumnDef="balance">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Cash Balance</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.balance"
/>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalBalanceInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="value">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.value"
/>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalValueInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="valueInBaseCurrency">
<th
*matHeaderCellDef
class="d-lg-none d-xl-none px-1 text-right"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>
<td
*matCellDef="let element"
class="d-lg-none d-xl-none px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.valueInBaseCurrency"
/>
</td>
<td
*matFooterCellDef
class="d-lg-none d-xl-none px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalValueInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="comment">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
></th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1"
mat-cell
>
@if (element.comment) {
<button
class="mx-1 no-min-width px-2"
mat-button
title="Note"
(click)="onOpenComment(element.comment); $event.stopPropagation()"
>
<ion-icon name="document-text-outline" />
</button>
}
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="accountMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu #accountMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onUpdateAccount(element)">
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</button>
<button
mat-menu-item
[disabled]="element.transactionCount > 0"
(click)="onDeleteAccount(element.id)"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell></td>
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr
*matRowDef="let row; columns: displayedColumns"
mat-row
[ngClass]="{
'cursor-pointer': hasPermissionToOpenDetails
}"
(click)="onOpenAccountDetailDialog(row.id)"
></tr>
<tr
*matFooterRowDef="displayedColumns"
mat-footer-row
[ngClass]="{ 'd-none': isLoading || !showFooter }"
></tr>
</table>
</div>
<table class="gf-table w-100" mat-table matSort [dataSource]="dataSource">
<ng-container matColumnDef="status">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
></th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
<div class="d-flex justify-content-center">
<ion-icon *ngIf="element.isExcluded" name="eye-off-outline" />
</div>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header="name">
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<gf-asset-profile-icon
*ngIf="element.Platform?.url"
class="d-inline d-sm-none mr-1"
[tooltip]="element.Platform?.name"
[url]="element.Platform?.url"
/>
<span>{{ element.name }}</span>
</td>
<td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
</ng-container>
<ng-container matColumnDef="currency">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Currency</ng-container>
</th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
{{ element.currency }}
</td>
<td *matFooterCellDef class="d-none d-lg-table-cell px-1" mat-footer-cell>
{{ baseCurrency }}
</td>
</ng-container>
<ng-container matColumnDef="platform">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
mat-sort-header="Platform.name"
>
<ng-container i18n>Platform</ng-container>
</th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
<div class="d-flex">
<gf-asset-profile-icon
*ngIf="element.Platform?.url"
class="mr-1"
[tooltip]="element.Platform?.name"
[url]="element.Platform?.url"
/>
<span>{{ element.Platform?.name }}</span>
</div>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="transactions">
<th
*matHeaderCellDef
class="justify-content-end px-1"
mat-header-cell
mat-sort-header="transactionCount"
>
<span class="d-block d-sm-none">#</span>
<span class="d-none d-sm-block" i18n>Activities</span>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.transactionCount }}
</td>
<td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
{{ transactionCount }}
</td>
</ng-container>
<ng-container matColumnDef="balance">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Cash Balance</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.balance"
/>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalBalanceInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="value">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell justify-content-end px-1"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>
<td
*matCellDef="let element"
class="d-none d-lg-table-cell px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.value"
/>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalValueInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="valueInBaseCurrency">
<th
*matHeaderCellDef
class="d-lg-none d-xl-none px-1 text-right"
mat-header-cell
mat-sort-header
>
<ng-container i18n>Value</ng-container>
</th>
<td
*matCellDef="let element"
class="d-lg-none d-xl-none px-1 text-right"
mat-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="element.valueInBaseCurrency"
/>
</td>
<td
*matFooterCellDef
class="d-lg-none d-xl-none px-1 text-right"
mat-footer-cell
>
<gf-value
class="d-inline-block justify-content-end"
[isCurrency]="true"
[locale]="locale"
[value]="totalValueInBaseCurrency"
/>
</td>
</ng-container>
<ng-container matColumnDef="comment">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1"
mat-header-cell
></th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
<button
*ngIf="element.comment"
class="mx-1 no-min-width px-2"
mat-button
title="Note"
(click)="onOpenComment(element.comment); $event.stopPropagation()"
>
<ion-icon name="document-text-outline" />
</button>
</td>
<td
*matFooterCellDef
class="d-none d-lg-table-cell px-1"
mat-footer-cell
></td>
</ng-container>
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="accountMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu #accountMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onUpdateAccount(element)">
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</button>
<button
mat-menu-item
[disabled]="element.transactionCount > 0"
(click)="onDeleteAccount(element.id)"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell></td>
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr
*matRowDef="let row; columns: displayedColumns"
mat-row
[ngClass]="{
'cursor-pointer': hasPermissionToOpenDetails
@if (isLoading) {
<ngx-skeleton-loader
animation="pulse"
class="px-4 py-3"
[theme]="{
height: '1.5rem',
width: '100%'
}"
(click)="onOpenAccountDetailDialog(row.id)"
></tr>
<tr
*matFooterRowDef="displayedColumns"
mat-footer-row
[ngClass]="{ 'd-none': isLoading || !showFooter }"
></tr>
</table>
<ngx-skeleton-loader
*ngIf="isLoading"
animation="pulse"
class="px-4 py-3"
[theme]="{
height: '1.5rem',
width: '100%'
}"
/>
/>
}

View File

@ -1,7 +1,7 @@
:host {
display: block;
.mat-mdc-table {
.gf-table {
th {
::ng-deep {
.mat-sort-header-container {

View File

@ -5,11 +5,14 @@
<mat-form-field appearance="outline" class="w-100 without-hint">
<mat-select formControlName="status">
<mat-option />
<mat-option
*ngFor="let statusFilterOption of statusFilterOptions"
[value]="statusFilterOption"
>{{ statusFilterOption }}</mat-option
>
@for (
statusFilterOption of statusFilterOptions;
track statusFilterOption
) {
<mat-option [value]="statusFilterOption">{{
statusFilterOption
}}</mat-option>
}
</mat-select>
</mat-form-field>
</form>
@ -28,15 +31,11 @@
<ng-container i18n>Type</ng-container>
</th>
<td *matCellDef="let element" class="px-1 py-2" mat-cell>
<ng-container *ngIf="element.name === 'GATHER_ASSET_PROFILE'" i18n>
Asset Profile
</ng-container>
<ng-container
*ngIf="element.name === 'GATHER_HISTORICAL_MARKET_DATA'"
i18n
>
Historical Market Data
</ng-container>
@if (element.name === 'GATHER_ASSET_PROFILE') {
<ng-container i18n>Asset Profile</ng-container>
} @else if (element.name === 'GATHER_HISTORICAL_MARKET_DATA') {
<ng-container i18n>Historical Market Data</ng-container>
}
</td>
</ng-container>
@ -109,37 +108,29 @@
<ng-container i18n>Status</ng-container>
</th>
<td *matCellDef="let element" class="px-1 py-2" mat-cell>
<ion-icon
*ngIf="element.state === 'active'"
class="h6 mb-0"
name="play-outline"
/>
<ion-icon
*ngIf="element.state === 'completed'"
class="h6 mb-0 text-success"
name="checkmark-circle-outline"
/>
<ion-icon
*ngIf="element.state === 'delayed'"
class="h6 mb-0"
name="time-outline"
[ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
/>
<ion-icon
*ngIf="element.state === 'failed'"
class="h6 mb-0 text-danger"
name="alert-circle-outline"
/>
<ion-icon
*ngIf="element.state === 'paused'"
class="h6 mb-0"
name="pause-outline"
/>
<ion-icon
*ngIf="element.state === 'waiting'"
class="h6 mb-0"
name="cafe-outline"
/>
@if (element.state === 'active') {
<ion-icon class="h6 mb-0" name="play-outline" />
} @else if (element.state === 'completed') {
<ion-icon
class="h6 mb-0 text-success"
name="checkmark-circle-outline"
/>
} @else if (element.state === 'delayed') {
<ion-icon
class="h6 mb-0"
name="time-outline"
[ngClass]="{ 'text-danger': element.stacktrace?.length > 0 }"
/>
} @else if (element.state === 'failed') {
<ion-icon
class="h6 mb-0 text-danger"
name="alert-circle-outline"
/>
} @else if (element.state === 'paused') {
<ion-icon class="h6 mb-0" name="pause-outline" />
} @else if (element.state === 'waiting') {
<ion-icon class="h6 mb-0" name="cafe-outline" />
}
</td>
</ng-container>

View File

@ -9,35 +9,38 @@
[showYAxis]="true"
[symbol]="symbol"
/>
<div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
<div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
<div class="align-items-center d-flex flex-grow-1 px-1">
<div
*ngFor="let dayItem of days; let i = index"
class="day"
[ngClass]="{
'cursor-pointer valid': isDateOfInterest(
itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
),
available:
marketDataByMonth[itemByMonth.key][
i + 1 < 10 ? '0' + (i + 1) : i + 1
]?.marketPrice,
today: isToday(
itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
)
}"
[title]="
(itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
| date: defaultDateFormat) ?? ''
"
(click)="
onOpenMarketDataDetail({
day: i + 1 < 10 ? '0' + (i + 1) : i + 1,
yearMonth: itemByMonth.key
})
"
></div>
@for (itemByMonth of marketDataByMonth | keyvalue; track itemByMonth) {
<div class="d-flex">
<div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
<div class="align-items-center d-flex flex-grow-1 px-1">
@for (dayItem of days; track dayItem; let i = $index) {
<div
class="day"
[ngClass]="{
'cursor-pointer valid': isDateOfInterest(
itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
),
available:
marketDataByMonth[itemByMonth.key][
i + 1 < 10 ? '0' + (i + 1) : i + 1
]?.marketPrice,
today: isToday(
itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
)
}"
[title]="
(itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
| date: defaultDateFormat) ?? ''
"
(click)="
onOpenMarketDataDetail({
day: i + 1 < 10 ? '0' + (i + 1) : i + 1,
yearMonth: itemByMonth.key
})
"
></div>
}
</div>
</div>
</div>
}
</div>

View File

@ -10,6 +10,7 @@ import { Filter, UniqueAsset, User } from '@ghostfolio/common/interfaces';
import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
import { translate } from '@ghostfolio/ui/i18n';
import { SelectionModel } from '@angular/cdk/collections';
import {
AfterViewInit,
ChangeDetectionStrategy,
@ -68,6 +69,11 @@ export class AdminMarketDataComponent
};
})
.concat([
{
id: 'BENCHMARKS',
label: $localize`Benchmarks`,
type: <Filter['type']>'PRESET_ID'
},
{
id: 'CURRENCIES',
label: $localize`Currencies`,
@ -92,6 +98,7 @@ export class AdminMarketDataComponent
public defaultDateFormat: string;
public deviceType: string;
public displayedColumns = [
'select',
'nameWithSymbol',
'dataSource',
'assetClass',
@ -110,13 +117,14 @@ export class AdminMarketDataComponent
public isUUID = isUUID;
public placeholder = '';
public pageSize = DEFAULT_PAGE_SIZE;
public selection: SelectionModel<Partial<SymbolProfile>>;
public totalItems = 0;
public user: User;
private unsubscribeSubject = new Subject<void>();
public constructor(
private adminMarketDataService: AdminMarketDataService,
public adminMarketDataService: AdminMarketDataService,
private adminService: AdminService,
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
@ -183,6 +191,8 @@ export class AdminMarketDataComponent
this.benchmarks = benchmarks;
this.deviceType = this.deviceService.getDeviceInfo().deviceType;
this.selection = new SelectionModel(true);
}
public onChangePage(page: PageEvent) {
@ -193,8 +203,16 @@ export class AdminMarketDataComponent
});
}
public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
this.adminMarketDataService.deleteProfileData({ dataSource, symbol });
public onDeleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
}
public onDeleteAssetProfiles() {
this.adminMarketDataService.deleteAssetProfiles(
this.selection.selected.map(({ dataSource, symbol }) => {
return { dataSource, symbol };
})
);
}
public onGather7Days() {
@ -281,6 +299,8 @@ export class AdminMarketDataComponent
this.placeholder =
this.activeFilters.length <= 0 ? $localize`Filter by...` : '';
this.selection.clear();
this.adminService
.fetchAdminMarketData({
sortColumn,

View File

@ -11,206 +11,240 @@
</div>
<div class="row">
<div class="col">
<table
class="gf-table w-100"
mat-table
matSort
matSortActive="symbol"
matSortDirection="asc"
[dataSource]="dataSource"
>
<ng-container matColumnDef="symbol">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Symbol</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.symbol }}
</td>
</ng-container>
<ng-container matColumnDef="nameWithSymbol">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="symbol"
>
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
<div class="text-truncate">{{ element.name }}</div>
<div *ngIf="!isUUID(element.symbol)">
<small class="text-muted">{{ element.symbol | gfSymbol }}</small>
</div>
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell></td>
</ng-container>
<ng-container matColumnDef="dataSource">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Data Source</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.dataSource }}
</td>
</ng-container>
<ng-container matColumnDef="assetClass">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Asset Class</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.assetClass }}
</td>
</ng-container>
<ng-container matColumnDef="assetSubClass">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Asset Sub Class</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.assetSubClass }}
</td>
</ng-container>
<ng-container matColumnDef="date">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>First Activity</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ (element.date | date: defaultDateFormat) ?? '' }}
</td>
</ng-container>
<ng-container matColumnDef="activitiesCount">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Activities Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.activitiesCount }}
</td>
</ng-container>
<ng-container matColumnDef="marketDataItemCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Historical Data</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.marketDataItemCount }}
</td>
</ng-container>
<ng-container matColumnDef="sectorsCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Sectors Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.sectorsCount }}
</td>
</ng-container>
<ng-container matColumnDef="countriesCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Countries Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.countriesCount }}
</td>
</ng-container>
<ng-container matColumnDef="comment">
<th *matHeaderCellDef class="px-1" mat-header-cell></th>
<td *matCellDef="let element" class="px-1" mat-cell>
<ion-icon
*ngIf="element.comment"
class="d-block"
name="document-text-outline"
/>
</td>
</ng-container>
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="assetProfilesActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical" />
</button>
<mat-menu #assetProfilesActionsMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onGather7Days()">
<ng-container i18n>Gather Recent Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherMax()">
<ng-container i18n>Gather All Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherProfileData()">
<ng-container i18n>Gather Profile Data</ng-container>
</button>
</mat-menu>
</th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="assetProfileActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
<a
mat-menu-item
[queryParams]="{
assetProfileDialog: true,
dataSource: element.dataSource,
<div class="overflow-x-auto">
<table
class="gf-table w-100"
mat-table
matSort
matSortActive="symbol"
matSortDirection="asc"
[dataSource]="dataSource"
>
<ng-container matColumnDef="select">
<th *matHeaderCellDef class="px-1" mat-header-cell></th>
<td *matCellDef="let element" class="px-1" mat-cell>
@if (
adminMarketDataService.hasPermissionToDeleteAssetProfile({
activitiesCount: element.activitiesCount,
isBenchmark: element.isBenchmark,
symbol: element.symbol
}"
[routerLink]="[]"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</a>
})
) {
<mat-checkbox
color="primary"
[checked]="selection.isSelected(element)"
(change)="$event ? selection.toggle(element) : null"
(click)="$event.stopPropagation()"
>
</mat-checkbox>
}
</td>
</ng-container>
<ng-container matColumnDef="symbol">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Symbol</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.symbol }}
</td>
</ng-container>
<ng-container matColumnDef="nameWithSymbol">
<th
*matHeaderCellDef
class="px-1"
mat-header-cell
mat-sort-header="symbol"
>
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="line-height-1 px-1" mat-cell>
<div class="text-truncate">{{ element.name }}</div>
@if (!isUUID(element.symbol)) {
<div>
<small class="text-muted">{{
element.symbol | gfSymbol
}}</small>
</div>
}
</td>
<td *matFooterCellDef class="px-1" mat-footer-cell></td>
</ng-container>
<ng-container matColumnDef="dataSource">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Data Source</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.dataSource }}
</td>
</ng-container>
<ng-container matColumnDef="assetClass">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Asset Class</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.assetClass }}
</td>
</ng-container>
<ng-container matColumnDef="assetSubClass">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Asset Sub Class</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.assetSubClass }}
</td>
</ng-container>
<ng-container matColumnDef="date">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>First Activity</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ (element.date | date: defaultDateFormat) ?? '' }}
</td>
</ng-container>
<ng-container matColumnDef="activitiesCount">
<th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
<ng-container i18n>Activities Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.activitiesCount }}
</td>
</ng-container>
<ng-container matColumnDef="marketDataItemCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Historical Data</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.marketDataItemCount }}
</td>
</ng-container>
<ng-container matColumnDef="sectorsCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Sectors Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.sectorsCount }}
</td>
</ng-container>
<ng-container matColumnDef="countriesCount">
<th *matHeaderCellDef class="px-1" mat-header-cell>
<ng-container i18n>Countries Count</ng-container>
</th>
<td *matCellDef="let element" class="px-1 text-right" mat-cell>
{{ element.countriesCount }}
</td>
</ng-container>
<ng-container matColumnDef="comment">
<th *matHeaderCellDef class="px-1" mat-header-cell></th>
<td *matCellDef="let element" class="px-1" mat-cell>
@if (element.comment) {
<ion-icon class="d-block" name="document-text-outline" />
}
</td>
</ng-container>
<ng-container matColumnDef="actions" stickyEnd>
<th *matHeaderCellDef class="px-1 text-center" mat-header-cell>
<button
mat-menu-item
[disabled]="
element.activitiesCount !== 0 ||
element.isBenchmark ||
element.symbol.startsWith(ghostfolioScraperApiSymbolPrefix)
"
(click)="
onDeleteProfileData({
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="assetProfilesActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-vertical" />
</button>
<mat-menu #assetProfilesActionsMenu="matMenu" xPosition="before">
<button mat-menu-item (click)="onGather7Days()">
<ng-container i18n>Gather Recent Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherMax()">
<ng-container i18n>Gather All Data</ng-container>
</button>
<button mat-menu-item (click)="onGatherProfileData()">
<ng-container i18n>Gather Profile Data</ng-container>
</button>
<button
mat-menu-item
[disabled]="!selection.hasValue()"
(click)="onDeleteAssetProfiles()"
>
<ng-container i18n>Delete Profiles</ng-container>
</button>
</mat-menu>
</th>
<td *matCellDef="let element" class="px-1 text-center" mat-cell>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="assetProfileActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu #assetProfileActionsMenu="matMenu" xPosition="before">
<a
mat-menu-item
[queryParams]="{
assetProfileDialog: true,
dataSource: element.dataSource,
symbol: element.symbol
})
"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</ng-container>
}"
[routerLink]="[]"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</a>
<button
mat-menu-item
[disabled]="
!adminMarketDataService.hasPermissionToDeleteAssetProfile({
activitiesCount: element.activitiesCount,
isBenchmark: element.isBenchmark,
symbol: element.symbol
})
"
(click)="
onDeleteAssetProfile({
dataSource: element.dataSource,
symbol: element.symbol
})
"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</ng-container>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr
*matRowDef="let row; columns: displayedColumns"
class="cursor-pointer"
mat-row
(click)="
onOpenAssetProfileDialog({
dataSource: row.dataSource,
symbol: row.symbol
})
"
></tr>
</table>
<tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
<tr
*matRowDef="let row; columns: displayedColumns"
class="cursor-pointer"
mat-row
(click)="
onOpenAssetProfileDialog({
dataSource: row.dataSource,
symbol: row.symbol
})
"
></tr>
</table>
</div>
<mat-paginator
[length]="totalItems"
@ -222,15 +256,16 @@
(page)="onChangePage($event)"
/>
<ngx-skeleton-loader
*ngIf="isLoading && totalItems === 0"
animation="pulse"
class="px-4 py-3"
[theme]="{
height: '1.5rem',
width: '100%'
}"
/>
@if (isLoading && totalItems === 0) {
<ngx-skeleton-loader
animation="pulse"
class="px-4 py-3"
[theme]="{
height: '1.5rem',
width: '100%'
}"
/>
}
</div>
</div>

View File

@ -4,6 +4,7 @@ import { GfActivitiesFilterComponent } from '@ghostfolio/ui/activities-filter';
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatMenuModule } from '@angular/material/menu';
import { MatPaginatorModule } from '@angular/material/paginator';
import { MatSortModule } from '@angular/material/sort';
@ -25,6 +26,7 @@ import { GfCreateAssetProfileDialogModule } from './create-asset-profile-dialog/
GfCreateAssetProfileDialogModule,
GfSymbolModule,
MatButtonModule,
MatCheckboxModule,
MatMenuModule,
MatPaginatorModule,
MatSortModule,

View File

@ -1,14 +1,19 @@
import { AdminService } from '@ghostfolio/client/services/admin.service';
import { UniqueAsset } from '@ghostfolio/common/interfaces';
import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper';
import {
AdminMarketDataItem,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { Injectable } from '@angular/core';
import { takeUntil } from 'rxjs';
import { EMPTY, catchError, finalize, forkJoin, takeUntil } from 'rxjs';
@Injectable()
export class AdminMarketDataService {
public constructor(private adminService: AdminService) {}
public deleteProfileData({ dataSource, symbol }: UniqueAsset) {
public deleteAssetProfile({ dataSource, symbol }: UniqueAsset) {
const confirmation = confirm(
$localize`Do you really want to delete this asset profile?`
);
@ -23,4 +28,44 @@ export class AdminMarketDataService {
});
}
}
public deleteAssetProfiles(uniqueAssets: UniqueAsset[]) {
const confirmation = confirm(
$localize`Do you really want to delete these profiles?`
);
if (confirmation) {
const deleteRequests = uniqueAssets.map(({ dataSource, symbol }) => {
return this.adminService.deleteProfileData({ dataSource, symbol });
});
forkJoin(deleteRequests)
.pipe(
catchError(() => {
alert($localize`Oops! Could not delete profiles.`);
return EMPTY;
}),
finalize(() => {
setTimeout(() => {
window.location.reload();
}, 300);
})
)
.subscribe(() => {});
}
}
public hasPermissionToDeleteAssetProfile({
activitiesCount,
isBenchmark,
symbol
}: Pick<AdminMarketDataItem, 'activitiesCount' | 'isBenchmark' | 'symbol'>) {
return (
activitiesCount === 0 &&
!isBenchmark &&
!isCurrency(getCurrencyFromSymbol(symbol)) &&
!symbol.startsWith(ghostfolioScraperApiSymbolPrefix)
);
}
}

View File

@ -8,7 +8,6 @@ import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
AdminMarketDataDetails,
Currency,
UniqueAsset
} from '@ghostfolio/common/interfaces';
import { translate } from '@ghostfolio/ui/i18n';
@ -73,7 +72,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
public countries: {
[code: string]: { name: string; value: number };
};
public currencies: Currency[] = [];
public currencies: string[] = [];
public ghostfolioScraperApiSymbolPrefix = ghostfolioScraperApiSymbolPrefix;
public isBenchmark = false;
public marketDataDetails: MarketData[] = [];
@ -88,7 +87,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor(
private adminMarketDataService: AdminMarketDataService,
public adminMarketDataService: AdminMarketDataService,
private adminService: AdminService,
private changeDetectorRef: ChangeDetectorRef,
@Inject(MAT_DIALOG_DATA) public data: AssetProfileDialogParams,
@ -102,10 +101,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
const { benchmarks, currencies } = this.dataService.fetchInfo();
this.benchmarks = benchmarks;
this.currencies = currencies.map((currency) => ({
label: currency,
value: currency
}));
this.currencies = currencies;
this.initialize();
}
@ -180,7 +176,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
}
public onDeleteProfileData({ dataSource, symbol }: UniqueAsset) {
this.adminMarketDataService.deleteProfileData({ dataSource, symbol });
this.adminMarketDataService.deleteAssetProfile({ dataSource, symbol });
this.dialogRef.close();
}
@ -293,9 +289,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
assetClass: this.assetProfileForm.get('assetClass').value,
assetSubClass: this.assetProfileForm.get('assetSubClass').value,
comment: this.assetProfileForm.get('comment').value || null,
currency: (<Currency>(
(<unknown>this.assetProfileForm.get('currency').value)
))?.value,
currency: this.assetProfileForm.get('currency').value,
name: this.assetProfileForm.get('name').value,
url: this.assetProfileForm.get('url').value || null
};
@ -343,8 +337,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
' ' +
price +
' ' +
(<Currency>(<unknown>this.assetProfileForm.get('currency').value))
?.value
this.assetProfileForm.get('currency').value
);
});
}

View File

@ -48,9 +48,11 @@
mat-menu-item
type="button"
[disabled]="
assetProfile?.activitiesCount !== 0 ||
isBenchmark ||
data.symbol.startsWith(ghostfolioScraperApiSymbolPrefix)
!adminMarketDataService.hasPermissionToDeleteAssetProfile({
activitiesCount: assetProfile?.activitiesCount,
isBenchmark: isBenchmark,
symbol: data.symbol
})
"
(click)="
onDeleteProfileData({
@ -115,11 +117,22 @@
>Symbol</gf-value
>
</div>
<div class="col-6 mb-3">
<gf-value
i18n
size="medium"
[value]="
assetProfile?.dataProviderInfo?.name ?? assetProfile?.dataSource
"
>Data Source</gf-value
>
</div>
<div class="col-6 mb-3">
<gf-value i18n size="medium" [value]="assetProfile?.currency"
>Currency</gf-value
>
</div>
<div class="col-6 mb-3"></div>
<div class="col-6 mb-3">
<gf-value
i18n
@ -135,7 +148,7 @@
i18n
size="medium"
[locale]="data.locale"
[value]="assetProfile?.activitiesCount ?? 0"
[value]="assetProfile?.activitiesCount"
>Activities</gf-value
>
</div>
@ -232,11 +245,11 @@
<mat-label i18n>Asset Class</mat-label>
<mat-select formControlName="assetClass">
<mat-option [value]="null" />
<mat-option
*ngFor="let assetClass of assetClasses"
[value]="assetClass.id"
>{{ assetClass.label }}</mat-option
>
@for (assetClass of assetClasses; track assetClass) {
<mat-option [value]="assetClass.id">{{
assetClass.label
}}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
@ -245,11 +258,11 @@
<mat-label i18n>Asset Sub Class</mat-label>
<mat-select formControlName="assetSubClass">
<mat-option [value]="null" />
<mat-option
*ngFor="let assetSubClass of assetSubClasses"
[value]="assetSubClass.id"
>{{ assetSubClass.label }}</mat-option
>
@for (assetSubClass of assetSubClasses; track assetSubClass) {
<mat-option [value]="assetSubClass.id">{{
assetSubClass.label
}}</mat-option>
}
</mat-select>
</mat-form-field>
</div>

View File

@ -20,21 +20,24 @@
</mat-radio-group>
</div>
<div *ngIf="mode === 'auto'">
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Name, symbol or ISIN</mat-label>
<gf-symbol-autocomplete
formControlName="searchSymbol"
[includeIndices]="true"
/>
</mat-form-field>
</div>
<div *ngIf="mode === 'manual'">
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Symbol</mat-label>
<input formControlName="addSymbol" matInput />
</mat-form-field>
</div>
@if (mode === 'auto') {
<div>
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Name, symbol or ISIN</mat-label>
<gf-symbol-autocomplete
formControlName="searchSymbol"
[includeIndices]="true"
/>
</mat-form-field>
</div>
} @else if (mode === 'manual') {
<div>
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>Symbol</mat-label>
<input formControlName="addSymbol" matInput />
</mat-form-field>
</div>
}
</div>
<div class="d-flex justify-content-end" mat-dialog-actions>
<button i18n mat-button type="button" (click)="onCancel()">Cancel</button>

View File

@ -27,72 +27,77 @@
[precision]="0"
[value]="transactionCount"
/>
<div *ngIf="transactionCount && userCount">
{{ transactionCount / userCount | number: '1.2-2' }}
<span i18n>per User</span>
</div>
@if (transactionCount && userCount) {
<div>
{{ transactionCount / userCount | number: '1.2-2' }}
<span i18n>per User</span>
</div>
}
</div>
</div>
<div class="align-items-start d-flex my-3">
<div class="w-50" i18n>Exchange Rates</div>
<div class="w-50">
<table>
<tr *ngFor="let exchangeRate of exchangeRates">
<td>
<gf-value [locale]="user?.settings?.locale" [value]="1" />
</td>
<td class="pl-1">{{ exchangeRate.label1 }}</td>
<td class="px-1">=</td>
<td align="right">
<gf-value
class="d-inline-block"
[locale]="user?.settings?.locale"
[precision]="4"
[value]="exchangeRate.value"
/>
</td>
<td class="pl-1">{{ exchangeRate.label2 }}</td>
<td>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="exchangeRateActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu
#exchangeRateActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
>
<a
mat-menu-item
[queryParams]="{
assetProfileDialog: true,
dataSource: exchangeRate.dataSource,
symbol: exchangeRate.symbol
}"
[routerLink]="['/admin', 'market-data']"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</a>
@for (exchangeRate of exchangeRates; track exchangeRate) {
<tr>
<td>
<gf-value [locale]="user?.settings?.locale" [value]="1" />
</td>
<td class="pl-1">{{ exchangeRate.label1 }}</td>
<td class="px-1">=</td>
<td align="right">
<gf-value
class="d-inline-block"
[locale]="user?.settings?.locale"
[precision]="4"
[value]="exchangeRate.value"
/>
</td>
<td class="pl-1">{{ exchangeRate.label2 }}</td>
<td>
<button
*ngIf="customCurrencies.includes(exchangeRate.label2)"
mat-menu-item
(click)="onDeleteCurrency(exchangeRate.label2)"
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="exchangeRateActionsMenu"
(click)="$event.stopPropagation()"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
<ion-icon name="ellipsis-horizontal" />
</button>
</mat-menu>
</td>
</tr>
<mat-menu
#exchangeRateActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
>
<a
mat-menu-item
[queryParams]="{
assetProfileDialog: true,
dataSource: exchangeRate.dataSource,
symbol: exchangeRate.symbol
}"
[routerLink]="['/admin', 'market-data']"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="create-outline" />
<span i18n>Edit</span>
</span>
</a>
@if (customCurrencies.includes(exchangeRate.label2)) {
<button
mat-menu-item
(click)="onDeleteCurrency(exchangeRate.label2)"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
}
</mat-menu>
</td>
</tr>
}
</table>
<div class="mt-2">
<button
@ -119,17 +124,19 @@
/>
</div>
</div>
<div *ngIf="hasPermissionToToggleReadOnlyMode" class="d-flex my-3">
<div class="w-50" i18n>Read-only Mode</div>
<div class="w-50">
<mat-slide-toggle
color="primary"
hideIcon="true"
[checked]="info?.isReadOnlyMode"
(change)="onReadOnlyModeChange($event)"
/>
@if (hasPermissionToToggleReadOnlyMode) {
<div class="d-flex my-3">
<div class="w-50" i18n>Read-only Mode</div>
<div class="w-50">
<mat-slide-toggle
color="primary"
hideIcon="true"
[checked]="info?.isReadOnlyMode"
(change)="onReadOnlyModeChange($event)"
/>
</div>
</div>
</div>
}
<div class="d-flex my-3">
<div class="w-50" i18n>Data Gathering</div>
<div class="w-50">
@ -141,99 +148,105 @@
/>
</div>
</div>
<div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
<div class="w-50" i18n>System Message</div>
<div class="w-50">
<div *ngIf="systemMessage" class="align-items-center d-flex">
<div class="text-truncate">{{ systemMessage | json }}</div>
<button
class="h-100 mx-1 no-min-width px-2"
mat-button
(click)="onDeleteSystemMessage()"
>
<ion-icon name="trash-outline" />
</button>
</div>
<button
*ngIf="!info?.systemMessage"
class="mt-2"
color="accent"
mat-flat-button
(click)="onSetSystemMessage()"
>
<ion-icon class="mr-1" name="information-circle-outline" />
<span i18n>Set Message</span>
</button>
</div>
</div>
<div
*ngIf="hasPermissionForSubscription"
class="d-flex my-3 subscription"
>
<div class="w-50" i18n>Coupons</div>
<div class="w-50">
<table>
<tr *ngFor="let coupon of coupons">
<td class="text-monospace">{{ coupon.code }}</td>
<td class="pl-2 text-right">{{ coupon.duration }}</td>
<td>
@if (hasPermissionForSystemMessage) {
<div class="d-flex my-3">
<div class="w-50" i18n>System Message</div>
<div class="w-50">
@if (systemMessage) {
<div class="align-items-center d-flex">
<div class="text-truncate">{{ systemMessage | json }}</div>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="couponActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu
#couponActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
mat-button
(click)="onDeleteSystemMessage()"
>
<button
mat-menu-item
(click)="onDeleteCoupon(coupon.code)"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</tr>
</table>
<div class="mt-2">
<form #couponForm="ngForm" class="align-items-center d-flex">
<mat-form-field
appearance="outline"
class="mr-2 without-hint"
>
<mat-select
name="duration"
[value]="couponDuration"
(selectionChange)="onChangeCouponDuration($event.value)"
>
<mat-option value="7 days">7 Days</mat-option>
<mat-option value="14 days">14 Days</mat-option>
<mat-option value="30 days">30 Days</mat-option>
<mat-option value="90 days">90 Days</mat-option>
<mat-option value="180 days">180 Days</mat-option>
<mat-option value="1 year">1 Year</mat-option>
</mat-select>
</mat-form-field>
<ion-icon name="trash-outline" />
</button>
</div>
}
@if (!info?.systemMessage) {
<button
class="mt-1"
color="primary"
class="mt-2"
color="accent"
mat-flat-button
(click)="onAddCoupon()"
(click)="onSetSystemMessage()"
>
<span i18n>Add</span>
<ion-icon class="mr-1" name="information-circle-outline" />
<span i18n>Set Message</span>
</button>
</form>
}
</div>
</div>
</div>
}
@if (hasPermissionForSubscription) {
<div class="d-flex my-3 subscription">
<div class="w-50" i18n>Coupons</div>
<div class="w-50">
<table>
@for (coupon of coupons; track coupon) {
<tr>
<td class="text-monospace">{{ coupon.code }}</td>
<td class="pl-2 text-right">{{ coupon.duration }}</td>
<td>
<button
class="mx-1 no-min-width px-2"
mat-button
[matMenuTriggerFor]="couponActionsMenu"
(click)="$event.stopPropagation()"
>
<ion-icon name="ellipsis-horizontal" />
</button>
<mat-menu
#couponActionsMenu="matMenu"
class="h-100 mx-1 no-min-width px-2"
xPosition="before"
>
<button
mat-menu-item
(click)="onDeleteCoupon(coupon.code)"
>
<span class="align-items-center d-flex">
<ion-icon class="mr-2" name="trash-outline" />
<span i18n>Delete</span>
</span>
</button>
</mat-menu>
</td>
</tr>
}
</table>
<div class="mt-2">
<form #couponForm="ngForm" class="align-items-center d-flex">
<mat-form-field
appearance="outline"
class="mr-2 without-hint"
>
<mat-select
name="duration"
[value]="couponDuration"
(selectionChange)="onChangeCouponDuration($event.value)"
>
<mat-option value="7 days">7 Days</mat-option>
<mat-option value="14 days">14 Days</mat-option>
<mat-option value="30 days">30 Days</mat-option>
<mat-option value="90 days">90 Days</mat-option>
<mat-option value="180 days">180 Days</mat-option>
<mat-option value="1 year">1 Year</mat-option>
</mat-select>
</mat-form-field>
<button
class="mt-1"
color="primary"
mat-flat-button
(click)="onAddCoupon()"
>
<span i18n>Add</span>
</button>
</form>
</div>
</div>
</div>
}
<div class="d-flex my-3">
<div class="w-50" i18n>Housekeeping</div>
<div class="w-50">

View File

@ -30,12 +30,13 @@
<ng-container i18n>Name</ng-container>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<gf-asset-profile-icon
*ngIf="element.url"
class="d-inline mr-1"
[tooltip]="element.name"
[url]="element.url"
/>
@if (element.url) {
<gf-asset-profile-icon
class="d-inline mr-1"
[tooltip]="element.name"
[url]="element.url"
/>
}
<span>{{ element.name }}</span>
</td></ng-container
>

View File

@ -4,8 +4,11 @@
(keyup.enter)="platformForm.valid && onSubmit()"
(ngSubmit)="onSubmit()"
>
<h1 *ngIf="data.platform.id" i18n mat-dialog-title>Update platform</h1>
<h1 *ngIf="!data.platform.id" i18n mat-dialog-title>Add platform</h1>
@if (data.platform.id) {
<h1 i18n mat-dialog-title>Update platform</h1>
} @else {
<h1 i18n mat-dialog-title>Add platform</h1>
}
<div class="flex-grow-1 py-3" mat-dialog-content>
<div>
<mat-form-field appearance="outline" class="w-100">

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