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13 Commits

Author SHA1 Message Date
b08ecd1b18 Release 1.23.0 (#190) 2021-07-03 11:51:26 +02:00
92d321a001 Drafts for orders (#187)
* Render the future with a dashed border

* Update changelog
2021-07-03 11:32:03 +02:00
ce2d8d519d Change from travis-ci.org to travis-ci.com (#188) 2021-06-30 21:52:29 +02:00
f32bef071e Add contributing section (#186) 2021-06-27 10:23:51 +02:00
4aa7365d9b Release 1.22.0 (#185) 2021-06-25 17:34:49 +02:00
367f25a975 Feature/set user id in stripe callback (#184)
* Set user id as description

* Update changelog
2021-06-24 21:52:41 +02:00
9832334da1 Move @types/lodash to dev dependencies (#183) 2021-06-23 17:36:40 +02:00
e126f9ec54 Release 1.21.0 (#182) 2021-06-22 21:55:00 +02:00
09bbda3502 Change from subscription to one time payment (#181) 2021-06-22 21:53:29 +02:00
ee9a521813 Bugfix/fix base currency in pricing page (#180)
* Fix base currency

* Update changelog
2021-06-21 20:52:01 +02:00
169c151547 Feature/improve style of about page (#177)
* Improve style

* Update changelog
2021-06-21 20:08:45 +02:00
3a95ec0f81 Release 1.20.0 (#179) 2021-06-21 20:05:54 +02:00
ad00cd9d81 Feature/setup subscription with stripe (#178)
* Set up stripe for subscriptions

* Update permissions and add discount

* Update changelog
2021-06-21 20:03:36 +02:00
48 changed files with 873 additions and 325 deletions

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@ -5,6 +5,38 @@ 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).
## 1.23.0 - 03.07.2021
### Added
- Added support for future transactions (drafts)
## 1.22.0 - 25.06.2021
### Added
- Set the user id in the _Stripe_ callback
## 1.21.0 - 22.06.2021
### Changed
- Changed _Stripe_ mode from `subscription` to `payment`
### Fixed
- Fixed the base currency on the pricing page
## 1.20.0 - 21.06.2021
### Added
- Set up _Stripe_ for subscriptions
### Changed
- Improved the style of the _Ghostfolio in Numbers_ section
## 1.19.0 - 17.06.2021
### Added

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@ -8,8 +8,8 @@
</p>
<p>
<img src="https://img.shields.io/badge/contributions-welcome-orange.svg"/>
<a href="https://travis-ci.org/github/ghostfolio/ghostfolio" rel="nofollow">
<img src="https://travis-ci.org/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/></a>
<a href="https://travis-ci.com/github/ghostfolio/ghostfolio" rel="nofollow">
<img src="https://travis-ci.com/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/></a>
<a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
<img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/></a>
</p>
@ -84,7 +84,7 @@ The frontend is built with [Angular](https://angular.io) and uses [Angular Mater
## Development
Please make sure you have completed the instructions from [_Setup_](#Setup)
Please make sure you have completed the instructions from [_Setup_](#Setup).
### Start server
@ -101,6 +101,12 @@ Run `yarn start:client`
Run `yarn test`
## Contributing
Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
Not sure what to work on? We have got some ideas. Please tweet to [@ghostfolio\_](https://twitter.com/ghostfolio_) or send an e-mail to hi@ghostfol.io. We would love to hear from you.
## License
© 2021 [Ghostfolio](https://ghostfol.io)

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@ -27,6 +27,7 @@ import { InfoModule } from './info/info.module';
import { OrderModule } from './order/order.module';
import { PortfolioModule } from './portfolio/portfolio.module';
import { RedisCacheModule } from './redis-cache/redis-cache.module';
import { SubscriptionModule } from './subscription/subscription.module';
import { SymbolModule } from './symbol/symbol.module';
import { UserModule } from './user/user.module';
@ -59,6 +60,7 @@ import { UserModule } from './user/user.module';
rootPath: join(__dirname, '..', 'client'),
exclude: ['/api*']
}),
SubscriptionModule,
SymbolModule,
UserModule
],

View File

@ -1,6 +1,7 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { InfoItem } from '@ghostfolio/common/interfaces';
import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
import { permissions } from '@ghostfolio/common/permissions';
import { Injectable } from '@nestjs/common';
import { JwtService } from '@nestjs/jwt';
@ -44,37 +45,8 @@ export class InfoService {
currencies: Object.values(Currency),
demoAuthToken: this.getDemoAuthToken(),
lastDataGathering: await this.getLastDataGathering(),
statistics: await this.getStatistics()
};
}
private getDemoAuthToken() {
return this.jwtService.sign({
id: InfoService.DEMO_USER_ID
});
}
private async getLastDataGathering() {
const lastDataGathering = await this.prisma.property.findUnique({
where: { key: 'LAST_DATA_GATHERING' }
});
return lastDataGathering?.value ? new Date(lastDataGathering.value) : null;
}
private async getStatistics() {
if (!this.configurationService.get('ENABLE_FEATURE_STATISTICS')) {
return undefined;
}
const activeUsers1d = await this.countActiveUsers(1);
const activeUsers30d = await this.countActiveUsers(30);
const gitHubStargazers = await this.countGitHubStargazers();
return {
activeUsers1d,
activeUsers30d,
gitHubStargazers
statistics: await this.getStatistics(),
subscriptions: await this.getSubscriptions()
};
}
@ -124,4 +96,50 @@ export class InfoService {
return undefined;
}
}
private getDemoAuthToken() {
return this.jwtService.sign({
id: InfoService.DEMO_USER_ID
});
}
private async getLastDataGathering() {
const lastDataGathering = await this.prisma.property.findUnique({
where: { key: 'LAST_DATA_GATHERING' }
});
return lastDataGathering?.value ? new Date(lastDataGathering.value) : null;
}
private async getStatistics() {
if (!this.configurationService.get('ENABLE_FEATURE_STATISTICS')) {
return undefined;
}
const activeUsers1d = await this.countActiveUsers(1);
const activeUsers30d = await this.countActiveUsers(30);
const gitHubStargazers = await this.countGitHubStargazers();
return {
activeUsers1d,
activeUsers30d,
gitHubStargazers
};
}
private async getSubscriptions(): Promise<Subscription[]> {
if (!this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
return undefined;
}
const stripeConfig = await this.prisma.property.findUnique({
where: { key: 'STRIPE_CONFIG' }
});
if (stripeConfig) {
return [JSON.parse(stripeConfig.value)];
}
return [];
}
}

View File

@ -68,10 +68,11 @@ export class OrderController {
public async getAllOrders(
@Headers('impersonation-id') impersonationId
): Promise<OrderModel[]> {
const impersonationUserId = await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
impersonationId,
this.request.user.id
);
let orders = await this.orderService.orders({
include: {

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@ -3,6 +3,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { DataSource, Order, Prisma } from '@prisma/client';
import { endOfToday, isAfter } from 'date-fns';
import { CacheService } from '../cache/cache.service';
import { RedisCacheService } from '../redis-cache/redis-cache.service';
@ -50,14 +51,16 @@ export class OrderService {
): Promise<Order> {
this.redisCacheService.remove(`${aUserId}.portfolio`);
// Gather symbol data of order in the background
this.dataGatheringService.gatherSymbols([
{
dataSource: data.dataSource,
date: <Date>data.date,
symbol: data.symbol
}
]);
if (!isAfter(data.date as Date, endOfToday())) {
// Gather symbol data of order in the background, if not draft
this.dataGatheringService.gatherSymbols([
{
dataSource: data.dataSource,
date: <Date>data.date,
symbol: data.symbol
}
]);
}
await this.cacheService.flush(aUserId);

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@ -14,6 +14,7 @@ import { REQUEST } from '@nestjs/core';
import { DataSource } from '@prisma/client';
import {
add,
endOfToday,
format,
getDate,
getMonth,
@ -52,7 +53,7 @@ export class PortfolioService {
public async createPortfolio(aUserId: string): Promise<Portfolio> {
let portfolio: Portfolio;
let stringifiedPortfolio = await this.redisCacheService.get(
const stringifiedPortfolio = await this.redisCacheService.get(
`${aUserId}.portfolio`
);
@ -63,9 +64,8 @@ export class PortfolioService {
const {
orders,
portfolioItems
}: { orders: IOrder[]; portfolioItems: PortfolioItem[] } = JSON.parse(
stringifiedPortfolio
);
}: { orders: IOrder[]; portfolioItems: PortfolioItem[] } =
JSON.parse(stringifiedPortfolio);
portfolio = new Portfolio(
this.dataProviderService,
@ -104,15 +104,21 @@ export class PortfolioService {
}
// Enrich portfolio with current data
return await portfolio.addCurrentPortfolioItems();
await portfolio.addCurrentPortfolioItems();
// Enrich portfolio with future data
await portfolio.addFuturePortfolioItems();
return portfolio;
}
public async findAll(aImpersonationId: string): Promise<PortfolioItem[]> {
try {
const impersonationUserId = await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const portfolio = await this.createPortfolio(
impersonationUserId || this.request.user.id
@ -127,10 +133,11 @@ export class PortfolioService {
aImpersonationId: string,
aDateRange: DateRange = 'max'
): Promise<HistoricalDataItem[]> {
const impersonationUserId = await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const portfolio = await this.createPortfolio(
impersonationUserId || this.request.user.id
@ -148,6 +155,11 @@ export class PortfolioService {
return portfolio
.get()
.filter((portfolioItem) => {
if (isAfter(parseISO(portfolioItem.date), endOfToday())) {
// Filter out future dates
return false;
}
if (dateRangeDate === undefined) {
return true;
}
@ -170,10 +182,11 @@ export class PortfolioService {
public async getOverview(
aImpersonationId: string
): Promise<PortfolioOverview> {
const impersonationUserId = await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const portfolio = await this.createPortfolio(
impersonationUserId || this.request.user.id
@ -195,10 +208,11 @@ export class PortfolioService {
aImpersonationId: string,
aSymbol: string
): Promise<PortfolioPositionDetail> {
const impersonationUserId = await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const impersonationUserId =
await this.impersonationService.validateImpersonationId(
aImpersonationId,
this.request.user.id
);
const portfolio = await this.createPortfolio(
impersonationUserId || this.request.user.id
@ -318,7 +332,7 @@ export class PortfolioService {
const historicalDataArray: HistoricalDataItem[] = [];
for (const [date, { marketPrice, performance }] of Object.entries(
for (const [date, { marketPrice }] of Object.entries(
historicalData[aSymbol]
).reverse()) {
historicalDataArray.push({

View File

@ -0,0 +1,57 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { RequestWithUser } from '@ghostfolio/common/types';
import {
Body,
Controller,
Get,
HttpException,
Inject,
Post,
Req,
Res,
UseGuards
} from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { SubscriptionService } from './subscription.service';
@Controller('subscription')
export class SubscriptionController {
public constructor(
private readonly configurationService: ConfigurationService,
@Inject(REQUEST) private readonly request: RequestWithUser,
private readonly subscriptionService: SubscriptionService
) {}
@Get('stripe/callback')
public async stripeCallback(@Req() req, @Res() res) {
await this.subscriptionService.createSubscription(
req.query.checkoutSessionId
);
res.redirect(`${this.configurationService.get('ROOT_URL')}/account`);
}
@Post('stripe/checkout-session')
@UseGuards(AuthGuard('jwt'))
public async createCheckoutSession(
@Body() { couponId, priceId }: { couponId: string; priceId: string }
) {
try {
return await this.subscriptionService.createCheckoutSession({
couponId,
priceId,
userId: this.request.user.id
});
} catch (error) {
console.error(error);
throw new HttpException(
getReasonPhrase(StatusCodes.BAD_REQUEST),
StatusCodes.BAD_REQUEST
);
}
}
}

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@ -0,0 +1,13 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { Module } from '@nestjs/common';
import { SubscriptionController } from './subscription.controller';
import { SubscriptionService } from './subscription.service';
@Module({
imports: [],
controllers: [SubscriptionController],
providers: [ConfigurationService, PrismaService, SubscriptionService]
})
export class SubscriptionModule {}

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@ -0,0 +1,89 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { Injectable } from '@nestjs/common';
import { addDays } from 'date-fns';
import Stripe from 'stripe';
@Injectable()
export class SubscriptionService {
private stripe: Stripe;
public constructor(
private readonly configurationService: ConfigurationService,
private prisma: PrismaService
) {
this.stripe = new Stripe(
this.configurationService.get('STRIPE_SECRET_KEY'),
{
apiVersion: '2020-08-27'
}
);
}
public async createCheckoutSession({
couponId,
priceId,
userId
}: {
couponId?: string;
priceId: string;
userId: string;
}) {
const checkoutSessionCreateParams: Stripe.Checkout.SessionCreateParams = {
cancel_url: `${this.configurationService.get('ROOT_URL')}/account`,
client_reference_id: userId,
line_items: [
{
price: priceId,
quantity: 1
}
],
mode: 'payment',
payment_method_types: ['card'],
success_url: `${this.configurationService.get(
'ROOT_URL'
)}/api/subscription/stripe/callback?checkoutSessionId={CHECKOUT_SESSION_ID}`
};
if (couponId) {
checkoutSessionCreateParams.discounts = [
{
coupon: couponId
}
];
}
const session = await this.stripe.checkout.sessions.create(
checkoutSessionCreateParams
);
return {
sessionId: session.id
};
}
public async createSubscription(aCheckoutSessionId: string) {
try {
const session = await this.stripe.checkout.sessions.retrieve(
aCheckoutSessionId
);
await this.prisma.subscription.create({
data: {
expiresAt: addDays(new Date(), 365),
User: {
connect: {
id: session.client_reference_id
}
}
}
});
await this.stripe.customers.update(session.customer as string, {
description: session.client_reference_id
});
} catch (error) {
console.error(error);
}
}
}

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@ -0,0 +1,7 @@
import { Currency, ViewMode } from '@prisma/client';
export interface UserSettingsParams {
currency?: Currency;
userId: string;
viewMode?: ViewMode;
}

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@ -25,6 +25,7 @@ import { User as UserModel } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { UserItem } from './interfaces/user-item.interface';
import { UserSettingsParams } from './interfaces/user-settings-params.interface';
import { UpdateUserSettingsDto } from './update-user-settings.dto';
import { UserService } from './user.service';
@ -92,10 +93,20 @@ export class UserController {
);
}
return await this.userService.updateUserSettings({
const userSettings: UserSettingsParams = {
currency: data.baseCurrency,
userId: this.request.user.id,
viewMode: data.viewMode
});
userId: this.request.user.id
};
if (
hasPermission(
getPermissions(this.request.user.role),
permissions.updateViewMode
)
) {
userSettings.viewMode = data.viewMode;
}
return await this.userService.updateUserSettings(userSettings);
}
}

View File

@ -1,13 +1,14 @@
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { locale } from '@ghostfolio/common/config';
import { resetHours } from '@ghostfolio/common/helper';
import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
import { getPermissions, permissions } from '@ghostfolio/common/permissions';
import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
import { Injectable } from '@nestjs/common';
import { Currency, Prisma, Provider, User, ViewMode } from '@prisma/client';
import { add, isBefore } from 'date-fns';
import { isBefore } from 'date-fns';
import { UserSettingsParams } from './interfaces/user-settings-params.interface';
const crypto = require('crypto');
@ -24,7 +25,7 @@ export class UserService {
Account,
alias,
id,
role,
permissions,
Settings,
subscription
}: UserWithSettings): Promise<IUser> {
@ -36,15 +37,10 @@ export class UserService {
where: { GranteeUser: { id } }
});
const currentPermissions = getPermissions(role);
if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
currentPermissions.push(permissions.accessFearAndGreedIndex);
}
return {
alias,
id,
permissions,
subscription,
access: access.map((accessItem) => {
return {
@ -53,7 +49,6 @@ export class UserService {
};
}),
accounts: Account,
permissions: currentPermissions,
settings: {
locale,
baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
@ -72,6 +67,14 @@ export class UserService {
const user: UserWithSettings = userFromDatabase;
const currentPermissions = getPermissions(userFromDatabase.role);
if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
currentPermissions.push(permissions.accessFearAndGreedIndex);
}
user.permissions = currentPermissions;
if (userFromDatabase?.Settings) {
if (!userFromDatabase.Settings.currency) {
// Set default currency if needed
@ -106,6 +109,13 @@ export class UserService {
type: SubscriptionType.Basic
};
}
if (user.subscription.type === SubscriptionType.Basic) {
user.permissions = user.permissions.filter((permission) => {
return permission !== permissions.updateViewMode;
});
user.Settings.viewMode = ViewMode.ZEN;
}
}
return user;
@ -213,11 +223,7 @@ export class UserService {
currency,
userId,
viewMode
}: {
currency?: Currency;
userId: string;
viewMode?: ViewMode;
}) {
}: UserSettingsParams) {
await this.prisma.settings.upsert({
create: {
currency,

View File

@ -1,4 +1,5 @@
import { Account, Currency, Platform, SymbolProfile } from '@prisma/client';
import { Account, Currency, SymbolProfile } from '@prisma/client';
import { endOfToday, isAfter, parseISO } from 'date-fns';
import { v4 as uuidv4 } from 'uuid';
import { IOrder } from '../services/interfaces/interfaces';
@ -52,6 +53,10 @@ export class Order {
return this.id;
}
public getIsDraft() {
return isAfter(parseISO(this.date), endOfToday());
}
public getQuantity() {
return this.quantity;
}

View File

@ -275,7 +275,9 @@ describe('Portfolio', () => {
expect(portfolio.getPositions(getYesterday())).toMatchObject({});
expect(portfolio.getSymbols(getYesterday())).toEqual(['BTCUSD']);
expect(portfolio.getSymbols(getYesterday())).toEqual([]);
expect(portfolio.getSymbols(new Date())).toEqual(['BTCUSD']);
});
});
@ -309,16 +311,16 @@ describe('Portfolio', () => {
)
);
const details = await portfolio.getDetails('1d');
/*const details = await portfolio.getDetails('1d');
expect(details).toMatchObject({
ETHUSD: {
accounts: {
[UNKNOWN_KEY]: {
/*current: exchangeRateDataService.toCurrency(
current: exchangeRateDataService.toCurrency(
0.2 * 991.49,
Currency.USD,
baseCurrency
),*/
),
original: exchangeRateDataService.toCurrency(
0.2 * 991.49,
Currency.USD,
@ -345,7 +347,7 @@ describe('Portfolio', () => {
symbol: 'ETHUSD',
type: 'Cryptocurrency'
}
});
});*/
expect(portfolio.getFees()).toEqual(0);

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@ -73,7 +73,7 @@ export class Portfolio implements PortfolioInterface {
const [portfolioItemsYesterday] = this.get(yesterday);
let positions: { [symbol: string]: Position } = {};
const positions: { [symbol: string]: Position } = {};
this.getSymbols().forEach((symbol) => {
positions[symbol] = {
@ -105,14 +105,49 @@ export class Portfolio implements PortfolioInterface {
);
// Set value after pushing today's portfolio items
this.portfolioItems[portfolioItemsLength - 1].value = this.getValue(
today
);
this.portfolioItems[portfolioItemsLength - 1].value =
this.getValue(today);
}
return this;
}
public async addFuturePortfolioItems() {
let investment = this.getInvestment(new Date());
this.getOrders()
.filter((order) => order.getIsDraft() === true)
.forEach((order) => {
const portfolioItem = this.portfolioItems.find((item) => {
return item.date === order.getDate();
});
if (portfolioItem) {
portfolioItem.investment += this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
} else {
investment += this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
this.portfolioItems.push({
investment,
date: order.getDate(),
grossPerformancePercent: 0,
positions: {},
value: 0
});
}
});
return this;
}
public createFromData({
orders,
portfolioItems,
@ -178,6 +213,8 @@ export class Portfolio implements PortfolioInterface {
if (filteredPortfolio) {
return [cloneDeep(filteredPortfolio)];
}
return [];
}
return cloneDeep(this.portfolioItems);
@ -239,12 +276,10 @@ export class Portfolio implements PortfolioInterface {
if (
accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY]?.current
) {
accounts[
orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
].current += currentValueOfSymbol;
accounts[
orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
].original += originalValueOfSymbol;
accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY].current +=
currentValueOfSymbol;
accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY].original +=
originalValueOfSymbol;
} else {
accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY] = {
current: currentValueOfSymbol,
@ -282,7 +317,7 @@ export class Portfolio implements PortfolioInterface {
let now = portfolioItemsNow.positions[symbol].marketPrice;
// 1d
let before = portfolioItemsBefore.positions[symbol].marketPrice;
let before = portfolioItemsBefore?.positions[symbol].marketPrice;
if (aDateRange === 'ytd') {
before =
@ -299,7 +334,7 @@ export class Portfolio implements PortfolioInterface {
if (
!isBefore(
parseISO(portfolioItemsNow.positions[symbol].firstBuyDate),
parseISO(portfolioItemsBefore.date)
parseISO(portfolioItemsBefore?.date)
)
) {
// Trade was not before the date of portfolioItemsBefore, then override it with average price
@ -365,7 +400,11 @@ export class Portfolio implements PortfolioInterface {
}
public getMinDate() {
if (this.orders.length > 0) {
const orders = this.getOrders().filter(
(order) => order.getIsDraft() === false
);
if (orders.length > 0) {
return new Date(this.orders[0].getDate());
}
@ -492,9 +531,11 @@ export class Portfolio implements PortfolioInterface {
}
}
} else {
symbols = this.orders.map((order) => {
return order.getSymbol();
});
symbols = this.orders
.filter((order) => order.getIsDraft() === false)
.map((order) => {
return order.getSymbol();
});
}
// unique values
@ -503,7 +544,9 @@ export class Portfolio implements PortfolioInterface {
public getTotalBuy() {
return this.orders
.filter((order) => order.getType() === 'BUY')
.filter(
(order) => order.getIsDraft() === false && order.getType() === 'BUY'
)
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.getTotal(),
@ -516,7 +559,9 @@ export class Portfolio implements PortfolioInterface {
public getTotalSell() {
return this.orders
.filter((order) => order.getType() === 'SELL')
.filter(
(order) => order.getIsDraft() === false && order.getType() === 'SELL'
)
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.getTotal(),
@ -686,10 +731,10 @@ export class Portfolio implements PortfolioInterface {
this.portfolioItems.push(
cloneDeep({
positions,
date: yesterday.toISOString(),
grossPerformancePercent: 0,
investment: 0,
positions: positions,
value: 0
})
);
@ -746,8 +791,6 @@ export class Portfolio implements PortfolioInterface {
}
private updatePortfolioItems() {
// console.time('update-portfolio-items');
let currentDate = new Date();
const year = getYear(currentDate);
@ -771,107 +814,99 @@ export class Portfolio implements PortfolioInterface {
}
this.orders.forEach((order) => {
let index = this.portfolioItems.findIndex((item) => {
const dateOfOrder = setDate(parseISO(order.getDate()), 1);
return isSameDay(parseISO(item.date), dateOfOrder);
});
if (order.getIsDraft() === false) {
let index = this.portfolioItems.findIndex((item) => {
const dateOfOrder = setDate(parseISO(order.getDate()), 1);
return isSameDay(parseISO(item.date), dateOfOrder);
});
if (index === -1) {
// if not found, we only have one order, which means we do not loop below
index = 0;
}
for (let i = index; i < this.portfolioItems.length; i++) {
// Set currency
this.portfolioItems[i].positions[
order.getSymbol()
].currency = order.getCurrency();
this.portfolioItems[i].positions[
order.getSymbol()
].transactionCount += 1;
if (order.getType() === 'BUY') {
if (
!this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate
) {
this.portfolioItems[i].positions[
order.getSymbol()
].firstBuyDate = resetHours(
parseISO(order.getDate())
).toISOString();
}
this.portfolioItems[i].positions[
order.getSymbol()
].quantity += order.getQuantity();
this.portfolioItems[i].positions[
order.getSymbol()
].investment += this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency += order.getTotal();
this.portfolioItems[
i
].investment += this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
} else if (order.getType() === 'SELL') {
this.portfolioItems[i].positions[
order.getSymbol()
].quantity -= order.getQuantity();
if (
this.portfolioItems[i].positions[order.getSymbol()].quantity === 0
) {
this.portfolioItems[i].positions[order.getSymbol()].investment = 0;
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency = 0;
} else {
this.portfolioItems[i].positions[
order.getSymbol()
].investment -= this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency -= order.getTotal();
}
this.portfolioItems[
i
].investment -= this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
if (index === -1) {
// if not found, we only have one order, which means we do not loop below
index = 0;
}
this.portfolioItems[i].positions[order.getSymbol()].averagePrice =
this.portfolioItems[i].positions[order.getSymbol()]
.investmentInOriginalCurrency /
this.portfolioItems[i].positions[order.getSymbol()].quantity;
for (let i = index; i < this.portfolioItems.length; i++) {
// Set currency
this.portfolioItems[i].positions[order.getSymbol()].currency =
order.getCurrency();
const currentValue = this.getValue(
parseISO(this.portfolioItems[i].date)
);
this.portfolioItems[i].positions[
order.getSymbol()
].transactionCount += 1;
this.portfolioItems[i].grossPerformancePercent =
currentValue / this.portfolioItems[i].investment - 1 || 0;
this.portfolioItems[i].value = currentValue;
if (order.getType() === 'BUY') {
if (
!this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate
) {
this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate =
resetHours(parseISO(order.getDate())).toISOString();
}
this.portfolioItems[i].positions[order.getSymbol()].quantity +=
order.getQuantity();
this.portfolioItems[i].positions[order.getSymbol()].investment +=
this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency += order.getTotal();
this.portfolioItems[i].investment +=
this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
} else if (order.getType() === 'SELL') {
this.portfolioItems[i].positions[order.getSymbol()].quantity -=
order.getQuantity();
if (
this.portfolioItems[i].positions[order.getSymbol()].quantity === 0
) {
this.portfolioItems[i].positions[
order.getSymbol()
].investment = 0;
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency = 0;
} else {
this.portfolioItems[i].positions[order.getSymbol()].investment -=
this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
this.portfolioItems[i].positions[
order.getSymbol()
].investmentInOriginalCurrency -= order.getTotal();
}
this.portfolioItems[i].investment -=
this.exchangeRateDataService.toCurrency(
order.getTotal(),
order.getCurrency(),
this.user.Settings.currency
);
}
this.portfolioItems[i].positions[order.getSymbol()].averagePrice =
this.portfolioItems[i].positions[order.getSymbol()]
.investmentInOriginalCurrency /
this.portfolioItems[i].positions[order.getSymbol()].quantity;
const currentValue = this.getValue(
parseISO(this.portfolioItems[i].date)
);
this.portfolioItems[i].grossPerformancePercent =
currentValue / this.portfolioItems[i].investment - 1 || 0;
this.portfolioItems[i].value = currentValue;
}
}
});
// console.timeEnd('update-portfolio-items');
}
}

View File

@ -28,6 +28,7 @@ export class ConfigurationService {
REDIS_HOST: str({ default: 'localhost' }),
REDIS_PORT: port({ default: 6379 }),
ROOT_URL: str({ default: 'http://localhost:4200' }),
STRIPE_SECRET_KEY: str({ default: '' }),
WEB_AUTH_RP_ID: host({ default: 'localhost' })
});
}

View File

@ -8,6 +8,7 @@ import { Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
import {
differenceInHours,
endOfToday,
format,
getDate,
getMonth,
@ -187,7 +188,8 @@ export class DataGatheringService {
public async getCustomSymbolsToGather(
startDate?: Date
): Promise<IDataGatheringItem[]> {
const scraperConfigurations = await this.ghostfolioScraperApi.getScraperConfigurations();
const scraperConfigurations =
await this.ghostfolioScraperApi.getScraperConfigurations();
return scraperConfigurations.map((scraperConfiguration) => {
return {
@ -224,7 +226,12 @@ export class DataGatheringService {
const distinctOrders = await this.prisma.order.findMany({
distinct: ['symbol'],
orderBy: [{ symbol: 'asc' }],
select: { dataSource: true, symbol: true }
select: { dataSource: true, symbol: true },
where: {
date: {
lt: endOfToday() // no draft
}
}
});
const distinctOrdersWithDate: IDataGatheringItem[] = distinctOrders
@ -280,7 +287,12 @@ export class DataGatheringService {
const distinctOrders = await this.prisma.order.findMany({
distinct: ['symbol'],
orderBy: [{ date: 'asc' }],
select: { dataSource: true, date: true, symbol: true }
select: { dataSource: true, date: true, symbol: true },
where: {
date: {
lt: endOfToday() // no draft
}
}
});
return [

View File

@ -19,5 +19,6 @@ export interface Environment extends CleanedEnvAccessors {
REDIS_HOST: string;
REDIS_PORT: number;
ROOT_URL: string;
STRIPE_SECRET_KEY: string;
WEB_AUTH_RP_ID: string;
}

View File

@ -15,7 +15,9 @@ import { BrowserAnimationsModule } from '@angular/platform-browser/animations';
import { MaterialCssVarsModule } from 'angular-material-css-vars';
import { MarkdownModule } from 'ngx-markdown';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { NgxStripeModule } from 'ngx-stripe';
import { environment } from '../environments/environment';
import { CustomDateAdapter } from './adapter/custom-date-adapter';
import { DateFormats } from './adapter/date-formats';
import { AppRoutingModule } from './app-routing.module';
@ -43,7 +45,8 @@ import { LanguageService } from './core/language.service';
}),
MatNativeDateModule,
MatSnackBarModule,
NgxSkeletonLoaderModule
NgxSkeletonLoaderModule,
NgxStripeModule.forRoot(environment.stripePublicKey)
],
providers: [
authInterceptorProviders,

View File

@ -2,12 +2,12 @@
*ngIf="isLoading"
animation="pulse"
[theme]="{
height: '12rem',
height: '100%',
width: '100%'
}"
></ngx-skeleton-loader>
<canvas
#chartCanvas
height="50"
class="h-100"
[ngStyle]="{ display: isLoading ? 'none' : 'block' }"
></canvas>

View File

@ -19,6 +19,7 @@ import {
TimeScale
} from 'chart.js';
import { Chart } from 'chart.js';
import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
@Component({
selector: 'gf-investment-chart',
@ -52,9 +53,30 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
}
}
public ngOnDestroy() {
this.chart?.destroy();
}
private initialize() {
this.isLoading = true;
if (this.portfolioItems?.length > 0) {
// Extend chart by three months (before)
const firstItem = this.portfolioItems[0];
this.portfolioItems.unshift({
...firstItem,
date: subMonths(parseISO(firstItem.date), 3).toISOString(),
investment: 0
});
// Extend chart by three months (after)
const lastItem = this.portfolioItems[this.portfolioItems.length - 1];
this.portfolioItems.push({
...lastItem,
date: addMonths(parseISO(lastItem.date), 3).toISOString()
});
}
const data = {
labels: this.portfolioItems.map((position) => {
return position.date;
@ -65,7 +87,16 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
borderWidth: 2,
data: this.portfolioItems.map((position) => {
return position.investment;
})
}),
segment: {
borderColor: (context: unknown) =>
this.isInFuture(
context,
`rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.67)`
),
borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
},
stepped: true
}
]
};
@ -123,7 +154,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
}
}
public ngOnDestroy() {
this.chart?.destroy();
private isInFuture(aContext: any, aValue: any) {
return isAfter(new Date(aContext?.p0?.parsed?.x), new Date())
? aValue
: undefined;
}
}

View File

@ -24,7 +24,8 @@ import { Chart } from 'chart.js';
styleUrls: ['./portfolio-proportion-chart.component.scss']
})
export class PortfolioProportionChartComponent
implements OnChanges, OnDestroy, OnInit {
implements OnChanges, OnDestroy, OnInit
{
@Input() baseCurrency: Currency;
@Input() isInPercent: boolean;
@Input() key: string;
@ -72,9 +73,8 @@ export class PortfolioProportionChartComponent
Object.keys(this.positions).forEach((symbol) => {
if (this.positions[symbol][this.key]) {
if (chartData[this.positions[symbol][this.key]]) {
chartData[this.positions[symbol][this.key]].value += this.positions[
symbol
].value;
chartData[this.positions[symbol][this.key]].value +=
this.positions[symbol].value;
} else {
chartData[this.positions[symbol][this.key]] = {
value: this.positions[symbol].value
@ -114,7 +114,11 @@ export class PortfolioProportionChartComponent
}
rest.forEach((restItem) => {
unknownItem[1] = { value: unknownItem[1].value + restItem[1].value };
if (unknownItem?.[1]) {
unknownItem[1] = {
value: unknownItem[1].value + restItem[1].value
};
}
});
// Sort data again

View File

@ -41,56 +41,50 @@
[dataSource]="dataSource"
>
<ng-container matColumnDef="count">
<th *matHeaderCellDef class="px-1 text-right" i18n mat-header-cell>#</th>
<th
*matHeaderCellDef
class="d-none d-lg-table-cell px-1 text-right"
i18n
mat-header-cell
>
#
</th>
<td
*matCellDef="let element; let i = index"
class="px-1 text-right"
class="d-none d-lg-table-cell px-1 text-right"
mat-cell
>
{{ dataSource.data.length - i }}
</td>
</ng-container>
<ng-container matColumnDef="date">
<th
*matHeaderCellDef
class="justify-content-center px-1"
i18n
mat-header-cell
mat-sort-header
>
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
Date
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<div class="d-flex justify-content-center">
<div class="d-flex">
{{ element.date | date: defaultDateFormat }}
</div>
</td>
</ng-container>
<ng-container matColumnDef="type">
<th
*matHeaderCellDef
class="justify-content-center px-1"
i18n
mat-header-cell
mat-sort-header
>
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
Type
</th>
<td mat-cell *matCellDef="let element" class="px-1 text-center">
<td mat-cell *matCellDef="let element" class="px-1">
<div
class="d-inline-flex justify-content-center pl-1 pr-2 py-1 type-badge"
class="d-inline-flex p-1 type-badge"
[ngClass]="element.type == 'BUY' ? 'buy' : 'sell'"
>
<ion-icon
class="mr-1"
[name]="
element.type === 'BUY'
? 'arrow-forward-circle-outline'
: 'arrow-back-circle-outline'
"
></ion-icon>
<span>{{ element.type }}</span>
<span class="d-none d-lg-block mx-1">{{ element.type }}</span>
</div>
</td>
</ng-container>
@ -100,24 +94,30 @@
Symbol
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.symbol | gfSymbol }}
<div class="d-flex align-items-center">
{{ element.symbol | gfSymbol }}
<span
*ngIf="isAfter(element.date, endOfToday)"
class="badge badge-secondary ml-1"
i18n
>Draft</span
>
</div>
</td>
</ng-container>
<ng-container matColumnDef="currency">
<th
*matHeaderCellDef
class="d-none d-lg-table-cell justify-content-center px-1"
mat-header-cell
class="d-none d-lg-table-cell px-1"
i18n
mat-header-cell
mat-sort-header
>
Currency
</th>
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
<div class="d-flex justify-content-center">
{{ element.currency }}
</div>
{{ element.currency }}
</td>
</ng-container>
@ -185,7 +185,9 @@
</ng-container>
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Account</th>
<th *matHeaderCellDef class="px-1" mat-header-cell>
<span class="d-none d-lg-block" i18n>Account</span>
</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<div class="d-flex">
<gf-symbol-icon

View File

@ -23,7 +23,7 @@ import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { format } from 'date-fns';
import { endOfToday, format, isAfter } from 'date-fns';
import { BehaviorSubject, Observable, Subject, Subscription } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -39,7 +39,8 @@ const SEARCH_STRING_SEPARATOR = ',';
styleUrls: ['./transactions-table.component.scss']
})
export class TransactionsTableComponent
implements OnChanges, OnDestroy, OnInit {
implements OnChanges, OnDestroy, OnInit
{
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() locale: string;
@ -54,11 +55,14 @@ export class TransactionsTableComponent
@ViewChild('searchInput') searchInput: ElementRef<HTMLInputElement>;
@ViewChild(MatSort) sort: MatSort;
public dataSource: MatTableDataSource<OrderWithAccount> = new MatTableDataSource();
public dataSource: MatTableDataSource<OrderWithAccount> =
new MatTableDataSource();
public defaultDateFormat = DEFAULT_DATE_FORMAT;
public displayedColumns = [];
public endOfToday = endOfToday();
public filters$: Subject<string[]> = new BehaviorSubject([]);
public filters: Observable<string[]> = this.filters$.asObservable();
public isAfter = isAfter;
public isLoading = true;
public placeholder = '';
public routeQueryParams: Subscription;

View File

@ -2,7 +2,7 @@
<div class="mb-5 row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3" i18n>About Ghostfolio</h3>
<mat-card class="mb-3">
<mat-card>
<mat-card-content>
<p>
<strong>Ghostfolio</strong> is open source software which empowers
@ -17,21 +17,13 @@
</p>
<p>
If you encounter a bug or would like to suggest an improvement or a
new feature, please open an issue at
<a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>, tweet
to <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> or
send an e-mail to
<a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a>.
new feature, please tweet to
<a href="https://twitter.com/ghostfolio_">@ghostfolio_</a>, send an
e-mail to <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or open
an issue at
<a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
</p>
<p class="text-center">
<a
class="mx-2"
href="https://github.com/ghostfolio/ghostfolio"
mat-icon-button
title="Find Ghostfolio on GitHub"
>
<ion-icon name="logo-github" size="large"></ion-icon>
</a>
<a
class="mx-2"
href="https://twitter.com/ghostfolio_"
@ -48,6 +40,14 @@
>
<ion-icon name="mail" size="large"></ion-icon>
</a>
<a
class="mx-2"
href="https://github.com/ghostfolio/ghostfolio"
mat-icon-button
title="Find Ghostfolio on GitHub"
>
<ion-icon name="logo-github" size="large"></ion-icon>
</a>
</p>
<div class="d-flex justify-content-center">
<div
@ -63,10 +63,10 @@
<div *ngIf="hasPermissionForStatistics" class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Ghostfolio in Numbers</h3>
<mat-card class="mb-3">
<mat-card>
<mat-card-content>
<div class="row">
<div class="col-xs-12 col-md-4">
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.activeUsers1d">
{{ statistics?.activeUsers1d ?? '-' }}
</h3>
@ -74,15 +74,15 @@
Active Users <small class="text-muted">(Last 24 hours)</small>
</div>
</div>
<div class="col-xs-12 col-md-4">
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.activeUsers30d">
{{ statistics?.activeUsers30d ?? '-' }}
</h3>
<div class="h6 m-b0">
<div class="h6 mb-0">
Active Users <small class="text-muted">(Last 30 days)</small>
</div>
</div>
<div class="col-xs-12 col-md-4">
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.gitHubStargazers">
{{ statistics?.gitHubStargazers ?? '-' }}
</h3>
@ -97,7 +97,7 @@
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Changelog</h3>
<mat-card class="changelog mb-3">
<mat-card class="changelog">
<mat-card-content>
<markdown [src]="'CHANGELOG.md'"></markdown>
</mat-card-content>
@ -108,7 +108,7 @@
<div class="row">
<div class="col">
<h3 class="mb-3 text-center" i18n>License</h3>
<mat-card class="mb-3">
<mat-card>
<mat-card-content>
<markdown [src]="'LICENSE'"></markdown>
</mat-card-content>

View File

@ -12,12 +12,13 @@ import {
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { WebAuthnService } from '@ghostfolio/client/services/web-authn.service';
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { baseCurrency, DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { Access, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Currency } from '@prisma/client';
import { StripeService } from 'ngx-stripe';
import { EMPTY, Subject } from 'rxjs';
import { catchError, takeUntil } from 'rxjs/operators';
import { catchError, switchMap, takeUntil } from 'rxjs/operators';
@Component({
selector: 'gf-account-page',
@ -29,10 +30,16 @@ export class AccountPageComponent implements OnDestroy, OnInit {
signInWithFingerprintElement: MatSlideToggle;
public accesses: Access[];
public baseCurrency: Currency;
public baseCurrency = baseCurrency;
public coupon: number;
public couponId: string;
public currencies: Currency[] = [];
public defaultDateFormat = DEFAULT_DATE_FORMAT;
public hasPermissionForSubscription;
public hasPermissionToUpdateViewMode: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public price: number;
public priceId: string;
public user: User;
private unsubscribeSubject = new Subject<void>();
@ -43,14 +50,27 @@ export class AccountPageComponent implements OnDestroy, OnInit {
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private stripeService: StripeService,
private userService: UserService,
public webAuthnService: WebAuthnService
) {
this.dataService
.fetchInfo()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ currencies }) => {
.subscribe(({ currencies, globalPermissions, subscriptions }) => {
this.coupon = subscriptions?.[0]?.coupon;
this.couponId = subscriptions?.[0]?.couponId;
this.currencies = currencies;
this.hasPermissionForSubscription = hasPermission(
globalPermissions,
permissions.enableSubscription
);
this.price = subscriptions?.[0]?.price;
this.priceId = subscriptions?.[0]?.priceId;
this.changeDetectorRef.markForCheck();
});
this.userService.stateChanged
@ -64,6 +84,11 @@ export class AccountPageComponent implements OnDestroy, OnInit {
permissions.updateUserSettings
);
this.hasPermissionToUpdateViewMode = hasPermission(
this.user.permissions,
permissions.updateViewMode
);
this.changeDetectorRef.markForCheck();
}
});
@ -99,6 +124,23 @@ export class AccountPageComponent implements OnDestroy, OnInit {
});
}
public onCheckout() {
this.dataService
.createCheckoutSession({ couponId: this.couponId, priceId: this.priceId })
.pipe(
switchMap(({ sessionId }: { sessionId: string }) => {
return this.stripeService.redirectToCheckout({
sessionId
});
})
)
.subscribe((result) => {
if (result.error) {
alert(result.error.message);
}
});
}
public onSignInWithFingerprintChange(aEvent: MatSlideToggleChange) {
if (aEvent.checked) {
this.registerDevice();

View File

@ -1,10 +1,7 @@
<div class="container">
<div class="row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3">
<ng-container *ngIf="user?.alias">{{ user.alias }}</ng-container>
<ng-container *ngIf="!user?.alias" i18n>Account</ng-container>
</h3>
<h3 class="d-flex justify-content-center mb-3" i18n>Account</h3>
</div>
</div>
<div *ngIf="user?.settings" class="mb-5 row">
@ -25,10 +22,26 @@
Valid until {{ user.subscription.expiresAt | date:
defaultDateFormat }}
</div>
<div *ngIf="!user.subscription.expiresAt">
<button color="primary" disabled i18n mat-flat-button>
<div
*ngIf="hasPermissionForSubscription && !user.subscription.expiresAt"
>
<button
color="primary"
i18n
mat-flat-button
(click)="onCheckout(priceId)"
>
Upgrade
</button>
<div *ngIf="price" class="mt-1">
{{ baseCurrency }}
<ng-container *ngIf="coupon"
>{{ price - coupon | number : '1.2-2' }}
<del>{{ price }}</del>
</ng-container>
<ng-container *ngIf="!coupon">{{ price }}</ng-container>
<span i18n> per year</span>
</div>
</div>
</div>
</div>
@ -51,18 +64,25 @@
>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="w-100">
<mat-label i18n>View Mode</mat-label>
<mat-select
name="viewMode"
[disabled]="!hasPermissionToUpdateUserSettings"
[value]="user.settings.viewMode"
(selectionChange)="onChangeUserSettings('viewMode', $event.value)"
>
<mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option>
</mat-select>
</mat-form-field>
<div class="align-items-center d-flex overflow-hidden">
<mat-form-field appearance="outline" class="flex-grow-1">
<mat-label i18n>View Mode</mat-label>
<mat-select
name="viewMode"
[disabled]="!hasPermissionToUpdateViewMode"
[value]="user.settings.viewMode"
(selectionChange)="onChangeUserSettings('viewMode', $event.value)"
>
<mat-option value="DEFAULT">Default</mat-option>
<mat-option value="ZEN">Zen</mat-option>
</mat-select>
</mat-form-field>
<ion-icon
*ngIf="!hasPermissionToUpdateViewMode"
class="h5 mb-0 mx-3 text-muted"
name="diamond-outline"
></ion-icon>
</div>
</form>
</div>
</div>

View File

@ -6,7 +6,7 @@ import { GfAccountsTableModule } from '@ghostfolio/client/components/accounts-ta
import { AccountsPageRoutingModule } from './accounts-page-routing.module';
import { AccountsPageComponent } from './accounts-page.component';
import { CreateOrUpdateAccountDialogModule } from './create-or-update-account-dialog/create-or-update-account-dialog.module';
import { GfCreateOrUpdateAccountDialogModule } from './create-or-update-account-dialog/create-or-update-account-dialog.module';
@NgModule({
declarations: [AccountsPageComponent],
@ -14,8 +14,8 @@ import { CreateOrUpdateAccountDialogModule } from './create-or-update-account-di
imports: [
AccountsPageRoutingModule,
CommonModule,
CreateOrUpdateAccountDialogModule,
GfAccountsTableModule,
GfCreateOrUpdateAccountDialogModule,
MatButtonModule,
RouterModule
],

View File

@ -1,6 +1,6 @@
<form #addAccountForm="ngForm" class="d-flex flex-column h-100">
<h1 *ngIf="data.account.id" mat-dialog-title i18n>Update account</h1>
<h1 *ngIf="!data.account.id" mat-dialog-title i18n>Add account</h1>
<h1 *ngIf="data.account.id" i18n mat-dialog-title>Update account</h1>
<h1 *ngIf="!data.account.id" i18n mat-dialog-title>Add account</h1>
<div class="flex-grow-1" mat-dialog-content>
<div>
<mat-form-field appearance="outline" class="w-100">

View File

@ -24,4 +24,4 @@ import { CreateOrUpdateAccountDialog } from './create-or-update-account-dialog.c
],
providers: []
})
export class CreateOrUpdateAccountDialogModule {}
export class GfCreateOrUpdateAccountDialogModule {}

View File

@ -1,4 +1,5 @@
import { ChangeDetectorRef, Component, OnInit } from '@angular/core';
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { baseCurrency } from '@ghostfolio/common/config';
import { User } from '@ghostfolio/common/interfaces';
@ -12,7 +13,9 @@ import { takeUntil } from 'rxjs/operators';
})
export class PricingPageComponent implements OnInit {
public baseCurrency = baseCurrency;
public coupon: number;
public isLoggedIn: boolean;
public price: number;
public user: User;
private unsubscribeSubject = new Subject<void>();
@ -22,8 +25,19 @@ export class PricingPageComponent implements OnInit {
*/
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private userService: UserService
) {}
) {
this.dataService
.fetchInfo()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ subscriptions }) => {
this.coupon = this.price = subscriptions?.[0]?.coupon;
this.price = subscriptions?.[0]?.price;
this.changeDetectorRef.markForCheck();
});
}
/**
* Initializes the controller

View File

@ -176,11 +176,17 @@
</ul>
</div>
<p>Fully managed <strong>Ghostfolio</strong> cloud offering.</p>
<p class="h5 text-right">
<p class="h5 text-right" [hidden]="!price">
<span class="font-weight-normal"
>{{ user?.settings.baseCurrency || baseCurrency }}
<strong>0.00</strong>
<del class="ml-1 text-muted">3.99</del> / Month</span
>{{ baseCurrency }}
<ng-container *ngIf="coupon"
><strong>{{ price - coupon | number : '1.2-2' }} </strong>
<del>{{ price }}</del>
</ng-container>
<ng-container *ngIf="!coupon"
><strong>{{ price }}</strong></ng-container
>
<span i18n> per year</span></span
>
</p>
</mat-card>
@ -188,6 +194,13 @@
</div>
</div>
</div>
<div *ngIf="user?.subscription?.type === 'Basic'" class="row">
<div class="col mt-3 text-center">
<a color="primary" i18n mat-flat-button [routerLink]="['/account']">
Upgrade Plan
</a>
</div>
</div>
<div *ngIf="!user" class="row">
<div class="col mt-3 text-center">
<a color="primary" i18n mat-flat-button [routerLink]="['/register']">

View File

@ -192,7 +192,7 @@
</mat-card>
</div>
</div>
<div class="row">
<div class="investment-chart row">
<div class="col-lg">
<mat-card class="mb-3">
<mat-card-header>

View File

@ -1,4 +1,16 @@
:host {
.investment-chart {
.mat-card {
.mat-card-content {
aspect-ratio: 16 / 9;
gf-investment-chart {
height: 100%;
}
}
}
}
.proportion-charts {
.mat-card {
.mat-card-content {

View File

@ -43,6 +43,19 @@ export class DataService {
private settingsStorageService: SettingsStorageService
) {}
public createCheckoutSession({
couponId,
priceId
}: {
couponId?: string;
priceId: string;
}) {
return this.http.post('/api/subscription/stripe/checkout-session', {
couponId,
priceId
});
}
public fetchAccounts() {
return this.http.get<AccountModel[]>('/api/account');
}

View File

@ -1,5 +1,6 @@
export const environment = {
lastPublish: '{BUILD_TIMESTAMP}',
production: true,
stripePublicKey: '{STRIPE_PUBLIC_KEY}',
version: `v${require('../../../../package.json').version}`
};

View File

@ -5,6 +5,7 @@
export const environment = {
lastPublish: null,
production: false,
stripePublicKey: '',
version: 'dev'
};

View File

@ -27,7 +27,7 @@
// @import '~bootstrap/scss/card';
// @import '~bootstrap/scss/breadcrumb';
// @import '~bootstrap/scss/pagination';
// @import '~bootstrap/scss/badge';
@import '~bootstrap/scss/badge';
// @import '~bootstrap/scss/jumbotron';
// @import '~bootstrap/scss/alert';
// @import '~bootstrap/scss/progress';

View File

@ -2,7 +2,7 @@ import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfac
import { Currency } from '@prisma/client';
import { DataSource } from '@prisma/client';
export const baseCurrency = Currency.CHF;
export const baseCurrency = Currency.USD;
export const benchmarks: Partial<IDataGatheringItem>[] = [
{ dataSource: DataSource.YAHOO, symbol: 'VOO' }

View File

@ -1,6 +1,7 @@
import { Currency } from '@prisma/client';
import { Statistics } from './statistics.interface';
import { Subscription } from './subscription.interface';
export interface InfoItem {
currencies: Currency[];
@ -13,4 +14,5 @@ export interface InfoItem {
};
platforms: { id: string; name: string }[];
statistics: Statistics;
subscriptions: Subscription[];
}

View File

@ -0,0 +1,6 @@
export interface Subscription {
coupon?: number;
couponId?: string;
price: number;
priceId: string;
}

View File

@ -1,7 +1,7 @@
import { Currency, ViewMode } from '@prisma/client';
export interface UserSettings {
baseCurrency: Currency;
baseCurrency?: Currency;
locale: string;
viewMode: ViewMode;
viewMode?: ViewMode;
}

View File

@ -3,6 +3,7 @@ import { Account, Settings, User } from '@prisma/client';
export type UserWithSettings = User & {
Account: Account[];
permissions?: string[];
Settings: Settings;
subscription?: {
expiresAt?: Date;

View File

@ -21,7 +21,8 @@ export const permissions = {
updateAccount: 'updateAccount',
updateAuthDevice: 'updateAuthDevice',
updateOrder: 'updateOrder',
updateUserSettings: 'updateUserSettings'
updateUserSettings: 'updateUserSettings',
updateViewMode: 'updateViewMode'
};
export function hasPermission(
@ -46,7 +47,8 @@ export function getPermissions(aRole: Role): string[] {
permissions.updateAccount,
permissions.updateAuthDevice,
permissions.updateOrder,
permissions.updateUserSettings
permissions.updateUserSettings,
permissions.updateViewMode
];
case 'DEMO':
@ -62,7 +64,8 @@ export function getPermissions(aRole: Role): string[] {
permissions.updateAccount,
permissions.updateAuthDevice,
permissions.updateOrder,
permissions.updateUserSettings
permissions.updateUserSettings,
permissions.updateViewMode
];
default:

View File

@ -1,6 +1,6 @@
{
"name": "ghostfolio",
"version": "1.19.0",
"version": "1.23.0",
"homepage": "https://ghostfol.io",
"license": "AGPL-3.0",
"scripts": {
@ -13,7 +13,7 @@
"affected:lint": "nx affected:lint",
"affected:test": "nx affected:test",
"angular": "node --max_old_space_size=32768 ./node_modules/@angular/cli/bin/ng",
"build:all": "ng build --prod api && ng build --prod client && yarn replace-placeholders-in-build",
"build:all": "ng build --configuration production api && ng build --configuration production client && yarn replace-placeholders-in-build",
"clean": "rimraf dist",
"database:format-schema": "prisma format",
"database:generate-typings": "prisma generate",
@ -69,7 +69,7 @@
"@simplewebauthn/browser": "3.0.0",
"@simplewebauthn/server": "3.0.0",
"@simplewebauthn/typescript-types": "3.0.0",
"@types/lodash": "4.14.168",
"@stripe/stripe-js": "1.15.0",
"alphavantage": "2.2.0",
"angular-material-css-vars": "1.2.0",
"bent": "7.3.12",
@ -92,6 +92,7 @@
"ngx-device-detector": "2.1.1",
"ngx-markdown": "12.0.1",
"ngx-skeleton-loader": "2.9.1",
"ngx-stripe": "12.0.2",
"passport": "0.4.1",
"passport-google-oauth20": "2.0.0",
"passport-jwt": "4.0.0",
@ -99,6 +100,7 @@
"reflect-metadata": "0.1.13",
"round-to": "5.0.0",
"rxjs": "6.6.7",
"stripe": "8.156.0",
"svgmap": "2.1.1",
"uuid": "8.3.2",
"yahoo-finance": "0.3.6",
@ -123,12 +125,14 @@
"@nrwl/workspace": "12.3.6",
"@types/cache-manager": "3.4.0",
"@types/jest": "26.0.20",
"@types/lodash": "4.14.168",
"@types/node": "14.14.33",
"@types/passport-google-oauth20": "2.0.6",
"@typescript-eslint/eslint-plugin": "4.27.0",
"@typescript-eslint/parser": "4.27.0",
"codelyzer": "6.0.1",
"cypress": "6.2.1",
"dotenv": "8.2.0",
"eslint": "7.28.0",
"eslint-config-prettier": "8.3.0",
"eslint-plugin-import": "2.23.4",

View File

@ -1,4 +1,11 @@
const dotenv = require('dotenv');
const path = require('path');
const replace = require('replace-in-file');
dotenv.config({
path: path.resolve(__dirname, '.env')
});
const now = new Date();
const buildTimestamp = `${formatWithTwoDigits(
now.getDate()
@ -7,17 +14,24 @@ const buildTimestamp = `${formatWithTwoDigits(
)}.${now.getFullYear()} ${formatWithTwoDigits(
now.getHours()
)}:${formatWithTwoDigits(now.getMinutes())}`;
const options = {
files: './dist/apps/client/main.*.js',
from: /{BUILD_TIMESTAMP}/g,
to: buildTimestamp,
allowEmptyPaths: false
};
try {
const changedFiles = replace.sync(options);
let changedFiles = replace.sync({
files: './dist/apps/client/main.*.js',
from: /{BUILD_TIMESTAMP}/g,
to: buildTimestamp,
allowEmptyPaths: false
});
console.log('Build version set: ' + buildTimestamp);
console.log(changedFiles);
changedFiles = replace.sync({
files: './dist/apps/client/main.*.js',
from: /{STRIPE_PUBLIC_KEY}/g,
to: process.env.STRIPE_PUBLIC_KEY ?? '',
allowEmptyPaths: false
});
console.log(changedFiles);
} catch (error) {
console.error('Error occurred:', error);
}

View File

@ -2454,6 +2454,11 @@
resolved "https://registry.yarnpkg.com/@stencil/core/-/core-2.5.2.tgz#ad00d495ee37bbed4044524d59c7f22de15ab4a7"
integrity sha512-bgjPXkSzzg1WnTgVUm6m5ZzpKt602WmA/QljODAW1xVN40OHJdbGblzF/F6MFzqv2c5Cy30CB41arc8qADIdcQ==
"@stripe/stripe-js@1.15.0":
version "1.15.0"
resolved "https://registry.yarnpkg.com/@stripe/stripe-js/-/stripe-js-1.15.0.tgz#86178cfbe66151910b09b03595e60048ab4c698e"
integrity sha512-KQsNPc+uVQkc8dewwz1A6uHOWeU2cWoZyNIbsx5mtmperr5TPxw4u8M20WOa22n6zmIOh/zLdzEe8DYK/0IjBw==
"@tootallnate/once@1":
version "1.1.2"
resolved "https://registry.yarnpkg.com/@tootallnate/once/-/once-1.1.2.tgz#ccb91445360179a04e7fe6aff78c00ffc1eeaf82"
@ -2656,6 +2661,11 @@
resolved "https://registry.yarnpkg.com/@types/node/-/node-14.14.33.tgz#9e4f8c64345522e4e8ce77b334a8aaa64e2b6c78"
integrity sha512-oJqcTrgPUF29oUP8AsUqbXGJNuPutsetaa9kTQAQce5Lx5dTYWV02ScBiT/k1BX/Z7pKeqedmvp39Wu4zR7N7g==
"@types/node@>=8.1.0":
version "15.12.3"
resolved "https://registry.yarnpkg.com/@types/node/-/node-15.12.3.tgz#2817bf5f25bc82f56579018c53f7d41b1830b1af"
integrity sha512-SNt65CPCXvGNDZ3bvk1TQ0Qxoe3y1RKH88+wZ2Uf05dduBCqqFQ76ADP9pbT+Cpvj60SkRppMCh2Zo8tDixqjQ==
"@types/normalize-package-data@^2.4.0":
version "2.4.0"
resolved "https://registry.yarnpkg.com/@types/normalize-package-data/-/normalize-package-data-2.4.0.tgz#e486d0d97396d79beedd0a6e33f4534ff6b4973e"
@ -9623,6 +9633,13 @@ ngx-skeleton-loader@2.9.1:
perf-marks "^1.13.4"
tslib "^1.10.0"
ngx-stripe@12.0.2:
version "12.0.2"
resolved "https://registry.yarnpkg.com/ngx-stripe/-/ngx-stripe-12.0.2.tgz#b250acc2a08dc96dac035fc0a67b4a8cbeca3efb"
integrity sha512-/arfIi996yv3EpzqjYsb20TUdQ9t+GVMNVIx1mdsiWcpiNjL36tO3lG45T0hyiBJNAds87Ag40Fm8PfsuHFCUw==
dependencies:
tslib "^2.1.0"
nice-try@^1.0.4:
version "1.0.5"
resolved "https://registry.yarnpkg.com/nice-try/-/nice-try-1.0.5.tgz#a3378a7696ce7d223e88fc9b764bd7ef1089e366"
@ -11329,6 +11346,13 @@ qs@6.7.0:
resolved "https://registry.yarnpkg.com/qs/-/qs-6.7.0.tgz#41dc1a015e3d581f1621776be31afb2876a9b1bc"
integrity sha512-VCdBRNFTX1fyE7Nb6FYoURo/SPe62QCaAyzJvUjwRaIsc+NePBEniHlvxFmmX56+HZphIGtV0XeCirBtpDrTyQ==
qs@^6.6.0:
version "6.10.1"
resolved "https://registry.yarnpkg.com/qs/-/qs-6.10.1.tgz#4931482fa8d647a5aab799c5271d2133b981fb6a"
integrity sha512-M528Hph6wsSVOBiYUnGf+K/7w0hNshs/duGsNXPUCLH5XAqjEtiPGwNONLV0tBH8NoGb0mvD5JubnUTrujKDTg==
dependencies:
side-channel "^1.0.4"
qs@~6.5.2:
version "6.5.2"
resolved "https://registry.yarnpkg.com/qs/-/qs-6.5.2.tgz#cb3ae806e8740444584ef154ce8ee98d403f3e36"
@ -12185,6 +12209,15 @@ shellwords@^0.1.1:
resolved "https://registry.yarnpkg.com/shellwords/-/shellwords-0.1.1.tgz#d6b9181c1a48d397324c84871efbcfc73fc0654b"
integrity sha512-vFwSUfQvqybiICwZY5+DAWIPLKsWO31Q91JSKl3UYv+K5c2QRPzn0qzec6QPu1Qc9eHYItiP3NdJqNVqetYAww==
side-channel@^1.0.4:
version "1.0.4"
resolved "https://registry.yarnpkg.com/side-channel/-/side-channel-1.0.4.tgz#efce5c8fdc104ee751b25c58d4290011fa5ea2cf"
integrity sha512-q5XPytqFEIKHkGdiMIrY10mvLRvnQh42/+GoBlFW3b2LXLE2xxJpZFdm94we0BaoV3RwJyGqg5wS7epxTv0Zvw==
dependencies:
call-bind "^1.0.0"
get-intrinsic "^1.0.2"
object-inspect "^1.9.0"
signal-exit@^3.0.0, signal-exit@^3.0.2:
version "3.0.3"
resolved "https://registry.yarnpkg.com/signal-exit/-/signal-exit-3.0.3.tgz#a1410c2edd8f077b08b4e253c8eacfcaf057461c"
@ -12692,6 +12725,14 @@ strip-json-comments@^3.1.0, strip-json-comments@^3.1.1:
resolved "https://registry.yarnpkg.com/strip-json-comments/-/strip-json-comments-3.1.1.tgz#31f1281b3832630434831c310c01cccda8cbe006"
integrity sha512-6fPc+R4ihwqP6N/aIv2f1gMH8lOVtWQHoqC4yK6oSDVVocumAsfCqjkXnqiYMhmMwS/mEHLp7Vehlt3ql6lEig==
stripe@8.156.0:
version "8.156.0"
resolved "https://registry.yarnpkg.com/stripe/-/stripe-8.156.0.tgz#040de551df88d71ef670a8c8d4df114c3fa6eb4b"
integrity sha512-q+bixlhaxnSI/Htk/iB1i5LhuZ557hL0pFgECBxQNhso1elxIsOsPOIXEuo3tSLJEb8CJSB7t/+Fyq6KP69tAQ==
dependencies:
"@types/node" ">=8.1.0"
qs "^6.6.0"
style-loader@2.0.0:
version "2.0.0"
resolved "https://registry.yarnpkg.com/style-loader/-/style-loader-2.0.0.tgz#9669602fd4690740eaaec137799a03addbbc393c"