Release 1.43.0 (#316)

* Add fallback for loading currencies

* Update changelog

CHANGELOG.md

@@ -5,6 +5,24 @@ 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).
 
+## 1.43.0 - 24.08.2021
+
+### Added
+
+- Extended the data management of symbol profile data by countries (automated for stocks)
+- Added a fallback for initially loading currencies if historical data is not yet available
+
+## 1.42.0 - 22.08.2021
+
+### Added
+
+- Added the subscription type to the users table of the admin control panel
+- Introduced the sub classification of assets
+
+### Todo
+
+- Apply data migration (`yarn database:push`)
+
 ## 1.41.0 - 21.08.2021
 
 ### Added

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

@@ -1,3 +1,4 @@
+import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
@@ -14,9 +15,11 @@ import { AdminService } from './admin.service';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    PrismaModule
+    PrismaModule,
+    SubscriptionModule
   ],
   controllers: [AdminController],
-  providers: [AdminService]
+  providers: [AdminService],
+  exports: [AdminService]
 })
 export class AdminModule {}

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

@@ -1,3 +1,5 @@
+import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
@@ -9,9 +11,11 @@ import { differenceInDays } from 'date-fns';
 @Injectable()
 export class AdminService {
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly subscriptionService: SubscriptionService
   ) {}
 
   public async get(): Promise<AdminData> {
@@ -107,7 +111,8 @@ export class AdminService {
           }
         },
         createdAt: true,
-        id: true
+        id: true,
+        Subscription: true
       },
       take: 30,
       where: {
@@ -118,16 +123,23 @@ export class AdminService {
     });
 
     return usersWithAnalytics.map(
-      ({ _count, alias, Analytics, createdAt, id }) => {
+      ({ _count, alias, Analytics, createdAt, id, Subscription }) => {
         const daysSinceRegistration =
           differenceInDays(new Date(), createdAt) + 1;
         const engagement = Analytics.activityCount / daysSinceRegistration;
 
+        const subscription = this.configurationService.get(
+          'ENABLE_FEATURE_SUBSCRIPTION'
+        )
+          ? this.subscriptionService.getSubscription(Subscription)
+          : undefined;
+
         return {
           alias,
           createdAt,
           engagement,
           id,
+          subscription,
           accountCount: _count.Account || 0,
           lastActivity: Analytics.updatedAt,
           transactionCount: _count.Order || 0

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

@@ -1,5 +1,6 @@
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
+import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
@@ -17,7 +18,8 @@ import { JwtStrategy } from './jwt.strategy';
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '180 days' }
-    })
+    }),
+    SubscriptionModule
   ],
   providers: [
     AuthDeviceService,

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

@@ -218,6 +218,7 @@ export class PortfolioService {
         allocationCurrent: value.div(totalValue).toNumber(),
         allocationInvestment: item.investment.div(totalInvestment).toNumber(),
         assetClass: symbolProfile.assetClass,
+        assetSubClass: symbolProfile.assetSubClass,
         countries: symbolProfile.countries,
         currency: item.currency,
         exchange: dataProviderResponse.exchange,

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

@@ -8,6 +8,7 @@ import { SubscriptionService } from './subscription.service';
 @Module({
   imports: [],
   controllers: [SubscriptionController],
-  providers: [ConfigurationService, PrismaService, SubscriptionService]
+  providers: [ConfigurationService, PrismaService, SubscriptionService],
+  exports: [SubscriptionService]
 })
 export class SubscriptionModule {}

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

@@ -1,7 +1,9 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable } from '@nestjs/common';
-import { addDays } from 'date-fns';
+import { Subscription } from '@prisma/client';
+import { addDays, isBefore } from 'date-fns';
 import Stripe from 'stripe';
 
 @Injectable()
@@ -86,4 +88,23 @@ export class SubscriptionService {
       console.error(error);
     }
   }
+
+  public getSubscription(aSubscriptions: Subscription[]) {
+    if (aSubscriptions.length > 0) {
+      const latestSubscription = aSubscriptions.reduce((a, b) => {
+        return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
+      });
+
+      return {
+        expiresAt: latestSubscription.expiresAt,
+        type: isBefore(new Date(), latestSubscription.expiresAt)
+          ? SubscriptionType.Premium
+          : SubscriptionType.Basic
+      };
+    } else {
+      return {
+        type: SubscriptionType.Basic
+      };
+    }
+  }
 }

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

@@ -1,3 +1,4 @@
+import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
@@ -11,7 +12,8 @@ import { UserService } from './user.service';
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
-    })
+    }),
+    SubscriptionModule
   ],
   controllers: [UserController],
   providers: [ConfigurationService, PrismaService, UserService],

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

@@ -1,3 +1,4 @@
+import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { locale } from '@ghostfolio/common/config';
@@ -6,7 +7,6 @@ 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 { isBefore } from 'date-fns';
 
 import { UserSettingsParams } from './interfaces/user-settings-params.interface';
 import { UserSettings } from './interfaces/user-settings.interface';
@@ -19,7 +19,8 @@ export class UserService {
 
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly subscriptionService: SubscriptionService
   ) {}
 
   public async getUser({
@@ -98,24 +99,9 @@ export class UserService {
     }
 
     if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
-      if (userFromDatabase?.Subscription?.length > 0) {
+      user.subscription = this.subscriptionService.getSubscription(
-        const latestSubscription = userFromDatabase.Subscription.reduce(
+        userFromDatabase?.Subscription
-          (a, b) => {
+      );
-            return new Date(a.expiresAt) > new Date(b.expiresAt) ? a : b;
-          }
-        );
-
-        user.subscription = {
-          expiresAt: latestSubscription.expiresAt,
-          type: isBefore(new Date(), latestSubscription.expiresAt)
-            ? SubscriptionType.Premium
-            : SubscriptionType.Basic
-        };
-      } else {
-        user.subscription = {
-          type: SubscriptionType.Basic
-        };
-      }
 
       if (user.subscription.type === SubscriptionType.Basic) {
         user.permissions = user.permissions.filter((permission) => {

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

@@ -38,7 +38,7 @@ export class DataGatheringService {
 
     if (isDataGatheringNeeded) {
       console.log('7d data gathering has been started.');
-      console.time('7d-data-gathering');
+      console.time('data-gathering-7d');
 
       await this.prismaService.property.create({
         data: {
@@ -71,7 +71,7 @@ export class DataGatheringService {
       });
 
       console.log('7d data gathering has been completed.');
-      console.timeEnd('7d-data-gathering');
+      console.timeEnd('data-gathering-7d');
     }
   }
 
@@ -82,7 +82,7 @@ export class DataGatheringService {
 
     if (!isDataGatheringLocked) {
       console.log('Max data gathering has been started.');
-      console.time('max-data-gathering');
+      console.time('data-gathering-max');
 
       await this.prismaService.property.create({
         data: {
@@ -115,13 +115,13 @@ export class DataGatheringService {
       });
 
       console.log('Max data gathering has been completed.');
-      console.timeEnd('max-data-gathering');
+      console.timeEnd('data-gathering-max');
     }
   }
 
   public async gatherProfileData(aSymbols?: string[]) {
     console.log('Profile data gathering has been started.');
-    console.time('profile-data-gathering');
+    console.time('data-gathering-profile');
 
     let symbols = aSymbols;
 
@@ -136,12 +136,14 @@ export class DataGatheringService {
 
     for (const [
       symbol,
-      { assetClass, currency, dataSource, name }
+      { assetClass, assetSubClass, countries, currency, dataSource, name }
     ] of Object.entries(currentData)) {
       try {
         await this.prismaService.symbolProfile.upsert({
           create: {
             assetClass,
+            assetSubClass,
+            countries,
             currency,
             dataSource,
             name,
@@ -149,6 +151,8 @@ export class DataGatheringService {
           },
           update: {
             assetClass,
+            assetSubClass,
+            countries,
             currency,
             name
           },
@@ -165,7 +169,7 @@ export class DataGatheringService {
     }
 
     console.log('Profile data gathering has been completed.');
-    console.timeEnd('profile-data-gathering');
+    console.timeEnd('data-gathering-profile');
   }
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {

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

@@ -25,6 +25,7 @@ export interface IYahooFinancePrice {
 }
 
 export interface IYahooFinanceSummaryProfile {
+  country?: string;
   industry?: string;
   sector?: string;
   website?: string;

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

@@ -8,9 +8,15 @@ import {
 } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { AssetClass, Currency, DataSource } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  Currency,
+  DataSource
+} from '@prisma/client';
 import * as bent from 'bent';
 import Big from 'big.js';
+import { countries } from 'countries-list';
 import { format } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
@@ -22,6 +28,7 @@ import {
 } from '../../interfaces/interfaces';
 import {
   IYahooFinanceHistoricalResponse,
+  IYahooFinancePrice,
   IYahooFinanceQuoteResponse
 } from './interfaces/interfaces';
 
@@ -60,8 +67,11 @@ export class YahooFinanceService implements DataProviderInterface {
         // Convert symbols back
         const symbol = convertFromYahooSymbol(yahooSymbol);
 
+        const { assetClass, assetSubClass } = this.parseAssetClass(value.price);
+
         response[symbol] = {
-          assetClass: this.parseAssetClass(value.price?.quoteType),
+          assetClass,
+          assetSubClass,
           currency: parseCurrency(value.price?.currency),
           dataSource: DataSource.YAHOO,
           exchange: this.parseExchange(value.price?.exchangeName),
@@ -83,6 +93,23 @@ export class YahooFinanceService implements DataProviderInterface {
             .toNumber();
         }
 
+        // Add country if stock and available
+        if (
+          assetSubClass === AssetSubClass.STOCK &&
+          value.summaryProfile?.country
+        ) {
+          try {
+            const [code] = Object.entries(countries).find(([, country]) => {
+              return country.name === value.summaryProfile?.country;
+            });
+
+            if (code) {
+              response[symbol].countries = [{ code, weight: 1 }];
+            }
+          } catch {}
+        }
+
+        // Add url if available
         const url = value.summaryProfile?.website;
         if (url) {
           response[symbol].url = url;
@@ -229,20 +256,29 @@ export class YahooFinanceService implements DataProviderInterface {
     return aSymbol;
   }
 
-  private parseAssetClass(aString: string): AssetClass {
+  private parseAssetClass(aPrice: IYahooFinancePrice): {
+    assetClass: AssetClass;
+    assetSubClass: AssetSubClass;
+  } {
     let assetClass: AssetClass;
+    let assetSubClass: AssetSubClass;
 
-    switch (aString?.toLowerCase()) {
+    switch (aPrice?.quoteType?.toLowerCase()) {
       case 'cryptocurrency':
         assetClass = AssetClass.CASH;
+        assetSubClass = AssetSubClass.CRYPTOCURRENCY;
         break;
       case 'equity':
+        assetClass = AssetClass.EQUITY;
+        assetSubClass = AssetSubClass.STOCK;
+        break;
       case 'etf':
         assetClass = AssetClass.EQUITY;
+        assetSubClass = AssetSubClass.ETF;
         break;
     }
 
-    return assetClass;
+    return { assetClass, assetSubClass };
   }
 
   private parseExchange(aString: string): string {

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

@@ -3,7 +3,7 @@ import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 import { format } from 'date-fns';
-import { isNumber } from 'lodash';
+import { isEmpty, isNumber } from 'lodash';
 
 import { DataProviderService } from './data-provider/data-provider.service';
 
@@ -35,6 +35,24 @@ export class ExchangeRateDataService {
       getYesterday()
     );
 
+    if (isEmpty(result)) {
+      // Load currencies directly from data provider as a fallback
+      // if historical data is not yet available
+      const historicalData = await this.dataProviderService.get(
+        this.currencyPairs.map((currencyPair) => {
+          return currencyPair;
+        })
+      );
+
+      Object.keys(historicalData).forEach((key) => {
+        result[key] = {
+          [format(getYesterday(), DATE_FORMAT)]: {
+            marketPrice: historicalData[key].marketPrice
+          }
+        };
+      });
+    }
+
     const resultExtended = result;
 
     Object.keys(result).forEach((pair) => {

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

@@ -1,6 +1,7 @@
 import {
   Account,
   AssetClass,
+  AssetSubClass,
   Currency,
   DataSource,
   SymbolProfile
@@ -35,6 +36,8 @@ export interface IDataProviderHistoricalResponse {
 
 export interface IDataProviderResponse {
   assetClass?: AssetClass;
+  assetSubClass?: AssetSubClass;
+  countries?: { code: string; weight: number }[];
   currency: Currency;
   dataSource: DataSource;
   exchange?: string;

apps/api/src/services/interfaces/symbol-profile.interface.ts

@@ -1,9 +1,15 @@
 import { Country } from '@ghostfolio/common/interfaces/country.interface';
 import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
-import { AssetClass, Currency, DataSource } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  Currency,
+  DataSource
+} from '@prisma/client';
 
 export interface EnhancedSymbolProfile {
   assetClass: AssetClass;
+  assetSubClass: AssetSubClass;
   createdAt: Date;
   currency: Currency | null;
   dataSource: DataSource;

apps/client/src/app/components/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -16,6 +16,7 @@ import { LinearScale } from 'chart.js';
 import { ArcElement } from 'chart.js';
 import { DoughnutController } from 'chart.js';
 import { Chart } from 'chart.js';
+import * as Color from 'color';
 
 @Component({
   selector: 'gf-portfolio-proportion-chart',
@@ -28,7 +29,7 @@ export class PortfolioProportionChartComponent
 {
   @Input() baseCurrency: Currency;
   @Input() isInPercent: boolean;
-  @Input() key: string;
+  @Input() keys: string[];
   @Input() locale: string;
   @Input() maxItems?: number;
   @Input() positions: {
@@ -65,24 +66,54 @@ export class PortfolioProportionChartComponent
   private initialize() {
     this.isLoading = true;
     const chartData: {
-      [symbol: string]: { color?: string; value: number };
+      [symbol: string]: {
+        color?: string;
+        subCategory: { [symbol: string]: { value: number } };
+        value: number;
+      };
     } = {};
 
     Object.keys(this.positions).forEach((symbol) => {
-      if (this.positions[symbol][this.key]) {
+      if (this.positions[symbol][this.keys[0]]) {
-        if (chartData[this.positions[symbol][this.key]]) {
+        if (chartData[this.positions[symbol][this.keys[0]]]) {
-          chartData[this.positions[symbol][this.key]].value +=
+          chartData[this.positions[symbol][this.keys[0]]].value +=
             this.positions[symbol].value;
+
+          if (
+            chartData[this.positions[symbol][this.keys[0]]].subCategory[
+              this.positions[symbol][this.keys[1]]
+            ]
+          ) {
+            chartData[this.positions[symbol][this.keys[0]]].subCategory[
+              this.positions[symbol][this.keys[1]]
+            ].value += this.positions[symbol].value;
+          } else {
+            chartData[this.positions[symbol][this.keys[0]]].subCategory[
+              this.positions[symbol][this.keys[1]] ?? UNKNOWN_KEY
+            ] = { value: this.positions[symbol].value };
+          }
         } else {
-          chartData[this.positions[symbol][this.key]] = {
+          chartData[this.positions[symbol][this.keys[0]]] = {
+            subCategory: {},
             value: this.positions[symbol].value
           };
+
+          if (this.positions[symbol][this.keys[1]]) {
+            chartData[this.positions[symbol][this.keys[0]]].subCategory = {
+              [this.positions[symbol][this.keys[1]]]: {
+                value: this.positions[symbol].value
+              }
+            };
+          }
         }
       } else {
         if (chartData[UNKNOWN_KEY]) {
           chartData[UNKNOWN_KEY].value += this.positions[symbol].value;
         } else {
           chartData[UNKNOWN_KEY] = {
+            subCategory: this.keys[1]
+              ? { [this.keys[1]]: { value: 0 } }
+              : undefined,
             value: this.positions[symbol].value
           };
         }
@@ -107,13 +138,17 @@ export class PortfolioProportionChartComponent
       });
 
       if (!unknownItem) {
-        const index = chartDataSorted.push([UNKNOWN_KEY, { value: 0 }]);
+        const index = chartDataSorted.push([
+          UNKNOWN_KEY,
+          { subCategory: {}, value: 0 }
+        ]);
         unknownItem = chartDataSorted[index];
       }
 
       rest.forEach((restItem) => {
         if (unknownItem?.[1]) {
           unknownItem[1] = {
+            subCategory: {},
             value: unknownItem[1].value + restItem[1].value
           };
         }
@@ -141,21 +176,53 @@ export class PortfolioProportionChartComponent
       }
     });
 
+    const backgroundColorSubCategory: string[] = [];
+    const dataSubCategory: number[] = [];
+    const labelSubCategory: string[] = [];
+
+    chartDataSorted.forEach(([, item]) => {
+      let lightnessRatio = 0.2;
+
+      Object.keys(item.subCategory).forEach((subCategory) => {
+        backgroundColorSubCategory.push(
+          Color(item.color).lighten(lightnessRatio).hex()
+        );
+        dataSubCategory.push(item.subCategory[subCategory].value);
+        labelSubCategory.push(subCategory);
+
+        lightnessRatio += 0.1;
+      });
+    });
+
+    const datasets = [
+      {
+        backgroundColor: chartDataSorted.map(([, item]) => {
+          return item.color;
+        }),
+        borderWidth: 0,
+        data: chartDataSorted.map(([, item]) => {
+          return item.value;
+        })
+      }
+    ];
+
+    let labels = chartDataSorted.map(([label]) => {
+      return label;
+    });
+
+    if (this.keys[1]) {
+      datasets.unshift({
+        backgroundColor: backgroundColorSubCategory,
+        borderWidth: 0,
+        data: dataSubCategory
+      });
+
+      labels = labelSubCategory.concat(labels);
+    }
+
     const data = {
-      datasets: [
+      datasets,
-        {
+      labels
-          backgroundColor: chartDataSorted.map(([, item]) => {
-            return item.color;
-          }),
-          borderWidth: 0,
-          data: chartDataSorted.map(([, item]) => {
-            return item.value;
-          })
-        }
-      ],
-      labels: chartDataSorted.map(([label]) => {
-        return label;
-      })
     };
 
     if (this.chartCanvas) {
@@ -166,13 +233,16 @@ export class PortfolioProportionChartComponent
         this.chart = new Chart(this.chartCanvas.nativeElement, {
           data,
           options: {
+            cutout: '70%',
             plugins: {
               legend: { display: false },
               tooltip: {
                 callbacks: {
                   label: (context) => {
-                    const label =
+                    const labelIndex =
-                      context.label === UNKNOWN_KEY ? 'Other' : context.label;
+                      (data.datasets[context.datasetIndex - 1]?.data?.length ??
+                        0) + context.dataIndex;
+                    const label = context.chart.data.labels[labelIndex];
 
                     if (this.isInPercent) {
                       const value = 100 * <number>context.raw;

apps/client/src/app/pages/about/about-page.component.ts

@@ -35,12 +35,7 @@ export class AboutPageComponent implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private userService: UserService
-  ) {}
+  ) {
-
-  /**
-   * Initializes the controller
-   */
-  public ngOnInit() {
     const { globalPermissions, statistics } = this.dataService.fetchInfo();
 
     this.hasPermissionForBlog = hasPermission(
@@ -59,7 +54,12 @@ export class AboutPageComponent implements OnDestroy, OnInit {
     );
 
     this.statistics = statistics;
+  }
 
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
     this.userService.stateChanged
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((state) => {

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

@@ -116,7 +116,20 @@
             <tr *ngFor="let userItem of users; let i = index" class="mat-row">
               <td class="mat-cell px-1 py-2 text-right">{{ i + 1 }}</td>
               <td class="mat-cell px-1 py-2">
-                {{ userItem.alias || userItem.id }}
+                <div class="d-flex align-items-center">
+                  <span class="d-none d-sm-inline-block"
+                    >{{ userItem.alias || userItem.id }}</span
+                  >
+                  <span class="d-inline-block d-sm-none"
+                    >{{ userItem.alias || (userItem.id | slice:0:5) +
+                    '...' }}</span
+                  >
+                  <ion-icon
+                    *ngIf="userItem?.subscription?.type === 'Premium'"
+                    class="ml-1 text-muted"
+                    name="diamond-outline"
+                  ></ion-icon>
+                </div>
               </td>
               <td class="mat-cell px-1 py-2 text-right">
                 {{ formatDistanceToNow(userItem.createdAt) }}

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

@@ -3,7 +3,7 @@ import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/to
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { ghostfolioCashSymbol, UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
   PortfolioDetails,
   PortfolioPosition,
@@ -129,6 +129,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     )) {
       this.positions[symbol] = {
         assetClass: position.assetClass,
+        assetSubClass: position.assetSubClass,
         currency: position.currency,
         exchange: position.exchange,
         value:

apps/client/src/app/pages/portfolio/allocations/allocations-page.html

@@ -18,9 +18,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="name"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="hasImpersonationId"
+            [keys]="['name']"
             [locale]="user?.settings?.locale"
             [positions]="accounts"
           ></gf-portfolio-proportion-chart>
@@ -40,9 +40,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="assetClass"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="true"
+            [keys]="['assetClass', 'assetSubClass']"
             [locale]="user?.settings?.locale"
             [positions]="positions"
           ></gf-portfolio-proportion-chart>
@@ -62,9 +62,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="currency"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="true"
+            [keys]="['currency']"
             [locale]="user?.settings?.locale"
             [positions]="positions"
           ></gf-portfolio-proportion-chart>
@@ -84,9 +84,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="name"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="false"
+            [keys]="['name']"
             [locale]="user?.settings?.locale"
             [maxItems]="10"
             [positions]="sectors"
@@ -107,9 +107,9 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="name"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="false"
+            [keys]="['name']"
             [locale]="user?.settings?.locale"
             [positions]="continents"
           ></gf-portfolio-proportion-chart>
@@ -129,7 +129,7 @@
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart
-            key="name"
+            [keys]="['name']"
             [baseCurrency]="user?.settings?.baseCurrency"
             [isInPercent]="false"
             [locale]="user?.settings?.locale"

libs/common/src/lib/interfaces/portfolio-position.interface.ts

@@ -1,5 +1,5 @@
 import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
-import { AssetClass, Currency } from '@prisma/client';
+import { AssetClass, AssetSubClass, Currency } from '@prisma/client';
 
 import { Country } from './country.interface';
 import { Sector } from './sector.interface';
@@ -8,6 +8,7 @@ export interface PortfolioPosition {
   allocationCurrent: number;
   allocationInvestment: number;
   assetClass?: AssetClass;
+  assetSubClass?: AssetSubClass;
   countries: Country[];
   currency: Currency;
   exchange?: string;

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.41.0",
+  "version": "1.43.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -82,6 +82,7 @@
     "cheerio": "1.0.0-rc.6",
     "class-transformer": "0.3.2",
     "class-validator": "0.13.1",
+    "color": "4.0.1",
     "countries-list": "2.6.1",
     "countup.js": "2.0.7",
     "cryptocurrencies": "7.0.0",
@@ -126,6 +127,7 @@
     "@nrwl/workspace": "12.5.4",
     "@types/big.js": "6.1.1",
     "@types/cache-manager": "3.4.0",
+    "@types/color": "3.0.2",
     "@types/jest": "26.0.20",
     "@types/lodash": "4.14.168",
     "@types/node": "14.14.33",

prisma/migrations/20210822200534_added_asset_sub_class_to_symbol_profile/migration.sql

@@ -0,0 +1,5 @@
+-- CreateEnum
+CREATE TYPE "AssetSubClass" AS ENUM ('CRYPTOCURRENCY', 'ETF', 'STOCK');
+
+-- AlterTable
+ALTER TABLE "SymbolProfile" ADD COLUMN     "assetSubClass" "AssetSubClass";

prisma/schema.prisma

@@ -117,17 +117,18 @@ model Settings {
 }
 
 model SymbolProfile {
-  assetClass AssetClass?
+  assetClass    AssetClass?
-  countries  Json?
+  assetSubClass AssetSubClass?
-  createdAt  DateTime    @default(now())
+  countries     Json?
-  currency   Currency?
+  createdAt     DateTime       @default(now())
-  dataSource DataSource
+  currency      Currency?
-  id         String      @id @default(uuid())
+  dataSource    DataSource
-  name       String?
+  id            String         @id @default(uuid())
-  Order      Order[]
+  name          String?
-  updatedAt  DateTime    @updatedAt
+  Order         Order[]
-  sectors    Json?
+  updatedAt     DateTime       @updatedAt
-  symbol     String
+  sectors       Json?
+  symbol        String
 
   @@unique([dataSource, symbol])
 }
@@ -174,6 +175,12 @@ enum AssetClass {
   EQUITY
 }
 
+enum AssetSubClass {
+  CRYPTOCURRENCY
+  ETF
+  STOCK
+}
+
 enum Currency {
   CHF
   EUR

yarn.lock

@@ -2567,6 +2567,25 @@
   resolved "https://registry.yarnpkg.com/@types/cache-manager/-/cache-manager-3.4.0.tgz#414136ea3807a8cd071b8f20370c5df5dbffd382"
   integrity sha512-XVbn2HS+O+Mk2SKRCjr01/8oD5p2Tv1fxxdBqJ0+Cl+UBNiz0WVY5rusHpMGx+qF6Vc2pnRwPVwSKbGaDApCpw==
 
+"@types/color-convert@*":
+  version "2.0.0"
+  resolved "https://registry.yarnpkg.com/@types/color-convert/-/color-convert-2.0.0.tgz#8f5ee6b9e863dcbee5703f5a517ffb13d3ea4e22"
+  integrity sha512-m7GG7IKKGuJUXvkZ1qqG3ChccdIM/qBBo913z+Xft0nKCX4hAU/IxKwZBU4cpRZ7GS5kV4vOblUkILtSShCPXQ==
+  dependencies:
+    "@types/color-name" "*"
+
+"@types/color-name@*":
+  version "1.1.1"
+  resolved "https://registry.yarnpkg.com/@types/color-name/-/color-name-1.1.1.tgz#1c1261bbeaa10a8055bbc5d8ab84b7b2afc846a0"
+  integrity sha512-rr+OQyAjxze7GgWrSaJwydHStIhHq2lvY3BOC2Mj7KnzI7XK0Uw1TOOdI9lDoajEbSWLiYgoo4f1R51erQfhPQ==
+
+"@types/color@3.0.2":
+  version "3.0.2"
+  resolved "https://registry.yarnpkg.com/@types/color/-/color-3.0.2.tgz#3779043e782f562aa9157b5fc6bd07e14fd8e7f3"
+  integrity sha512-INiJl6sfNn8iyC5paxVzqiVUEj2boIlFki02uRTAkKwAj++7aAF+ZfEv/XrIeBa0XI/fTZuDHW8rEEcEVnON+Q==
+  dependencies:
+    "@types/color-convert" "*"
+
 "@types/connect@*":
   version "3.4.34"
   resolved "https://registry.yarnpkg.com/@types/connect/-/connect-3.4.34.tgz#170a40223a6d666006d93ca128af2beb1d9b1901"
@@ -4804,11 +4823,27 @@ color-name@1.1.3:
   resolved "https://registry.yarnpkg.com/color-name/-/color-name-1.1.3.tgz#a7d0558bd89c42f795dd42328f740831ca53bc25"
   integrity sha1-p9BVi9icQveV3UIyj3QIMcpTvCU=
 
-color-name@~1.1.4:
+color-name@^1.0.0, color-name@~1.1.4:
   version "1.1.4"
   resolved "https://registry.yarnpkg.com/color-name/-/color-name-1.1.4.tgz#c2a09a87acbde69543de6f63fa3995c826c536a2"
   integrity sha512-dOy+3AuW3a2wNbZHIuMZpTcgjGuLU/uBL/ubcZF9OXbDo8ff4O8yVp5Bf0efS8uEoYo5q4Fx7dY9OgQGXgAsQA==
 
+color-string@^1.6.0:
+  version "1.6.0"
+  resolved "https://registry.yarnpkg.com/color-string/-/color-string-1.6.0.tgz#c3915f61fe267672cb7e1e064c9d692219f6c312"
+  integrity sha512-c/hGS+kRWJutUBEngKKmk4iH3sD59MBkoxVapS/0wgpCz2u7XsNloxknyvBhzwEs1IbV36D9PwqLPJ2DTu3vMA==
+  dependencies:
+    color-name "^1.0.0"
+    simple-swizzle "^0.2.2"
+
+color@4.0.1:
+  version "4.0.1"
+  resolved "https://registry.yarnpkg.com/color/-/color-4.0.1.tgz#21df44cd10245a91b1ccf5ba031609b0e10e7d67"
+  integrity sha512-rpZjOKN5O7naJxkH2Rx1sZzzBgaiWECc6BYXjeCE6kF0kcASJYbUq02u7JqIHwCb/j3NhV+QhRL2683aICeGZA==
+  dependencies:
+    color-convert "^2.0.1"
+    color-string "^1.6.0"
+
 colord@^2.0.1:
   version "2.0.1"
   resolved "https://registry.yarnpkg.com/colord/-/colord-2.0.1.tgz#1e7fb1f9fa1cf74f42c58cb9c20320bab8435aa0"
@@ -7780,6 +7815,11 @@ is-arrayish@^0.2.1:
   resolved "https://registry.yarnpkg.com/is-arrayish/-/is-arrayish-0.2.1.tgz#77c99840527aa8ecb1a8ba697b80645a7a926a9d"
   integrity sha1-d8mYQFJ6qOyxqLppe4BkWnqSap0=
 
+is-arrayish@^0.3.1:
+  version "0.3.2"
+  resolved "https://registry.yarnpkg.com/is-arrayish/-/is-arrayish-0.3.2.tgz#4574a2ae56f7ab206896fb431eaeed066fdf8f03"
+  integrity sha512-eVRqCvVlZbuw3GrM63ovNSNAeA1K16kaR/LRY/92w0zxQ5/1YzwblUX652i4Xs9RwAGjW9d9y6X88t8OaAJfWQ==
+
 is-bigint@^1.0.1:
   version "1.0.2"
   resolved "https://registry.yarnpkg.com/is-bigint/-/is-bigint-1.0.2.tgz#ffb381442503235ad245ea89e45b3dbff040ee5a"
@@ -12349,6 +12389,13 @@ signal-exit@^3.0.0, signal-exit@^3.0.2, signal-exit@^3.0.3:
   resolved "https://registry.yarnpkg.com/signal-exit/-/signal-exit-3.0.3.tgz#a1410c2edd8f077b08b4e253c8eacfcaf057461c"
   integrity sha512-VUJ49FC8U1OxwZLxIbTTrDvLnf/6TDgxZcK8wxR8zs13xpx7xbG60ndBlhNrFi2EMuFRoeDoJO7wthSLq42EjA==
 
+simple-swizzle@^0.2.2:
+  version "0.2.2"
+  resolved "https://registry.yarnpkg.com/simple-swizzle/-/simple-swizzle-0.2.2.tgz#a4da6b635ffcccca33f70d17cb92592de95e557a"
+  integrity sha1-pNprY1/8zMoz9w0Xy5JZLeleVXo=
+  dependencies:
+    is-arrayish "^0.3.1"
+
 sisteransi@^1.0.5:
   version "1.0.5"
   resolved "https://registry.yarnpkg.com/sisteransi/-/sisteransi-1.0.5.tgz#134d681297756437cc05ca01370d3a7a571075ed"