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26 Commits

Author SHA1 Message Date
beb7e6ec34 Release 1.13.0 (#151) 2021-06-08 22:02:11 +02:00
2eafc042ad Feature/add world map (#150)
* Add a global heat map

* Update changelog
2021-06-08 21:59:46 +02:00
74954bc51d Release 1.12.0 (#149) 2021-06-06 15:33:20 +02:00
6a03120225 Feature/add symbol profile model (#148)
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
2021-06-06 15:31:28 +02:00
21504573b4 Release 1.11.0 (#147) 2021-06-05 17:30:59 +02:00
fabd912fba Setup initial prisma migration (#146) 2021-06-05 17:20:52 +02:00
00b42855b6 Feature/upgrade prisma to 2.24.1 (#145)
* Upgrade prisma

* Update changelog

* Update database push script
2021-06-05 17:19:38 +02:00
ef272360fb Feature/render average prices in position detail chart (#144)
* Render average buy prices

* Update changelog
2021-06-05 17:17:53 +02:00
026a5011d4 Feature/add account registration page (#141)
* Add account registration page

* Update changelog
2021-06-05 17:16:07 +02:00
aa4206af0e Feature/various frontend improvements 2 (#140)
* Change buttons to links

* Update changelog
2021-06-05 17:11:03 +02:00
7788465272 Release 1.10.1 (#139) 2021-06-02 21:24:27 +02:00
3066dfd805 Release 1.10.0 (#138) 2021-06-02 20:56:06 +02:00
34303163bc Various frontend improvements (#137)
* Various frontend improvements

* Clean up import
2021-06-02 20:54:12 +02:00
e7fbcd4fa0 Feature/extend pricing page (#130)
* Extend pricing page

* Feature/align pricing page with subscription model (#135)

* Align pricing page with subscription model

* Update changelog
2021-06-02 20:15:53 +02:00
7c22969de1 Feature/move tools to sub path (#125)
* Move tools to sub path

* Update changelog
2021-06-02 20:10:44 +02:00
6623bc0113 Release 1.9.0 (#136) 2021-06-01 21:44:46 +02:00
146b5201b5 Feature/make x ray rules order consistent (#134)
* Make order of X-ray rules consistent

* Update changelog
2021-06-01 21:40:32 +02:00
b021fbde59 Feature/refactor to format distance to now strict (#133)
* Change from formatDistanceToNow to formatDistanceToNowStrict

* Update changelog
2021-06-01 21:38:55 +02:00
ec046b81a7 Fix style (#132) 2021-06-01 21:35:47 +02:00
aea497154a Feature/prettify symbols in transaction filtering component (#131)
* Prettify generic scraper symbols

* Update changelog
2021-06-01 21:34:53 +02:00
dc736d53b4 Fix sorting (#129)
* Fix sorting
2021-06-01 21:33:56 +02:00
5957b33779 Feature/enable labels on the x axis of the investment chart (#128)
* Enable x-axis labels

* Update changelog
2021-05-30 20:39:37 +02:00
bafdce56ad add yarn build:all to .travis.yml (#127) 2021-05-27 22:32:10 +02:00
42a2d404e4 Fix type errors (#126) 2021-05-27 21:12:55 +02:00
11b2379d98 Feature/respect data source in data gathering (#107)
* Respect data source in data gathering

* Update changelog

* optimize fetching from multiple data sources (#123)

* optimize fetching from multiple data sources

* improve performance by executing data gathering promises in parallel

* removed unused imports

* rename hasHistoricalData to canHandle

* Sort imports

* Clean up

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
2021-05-27 20:50:10 +02:00
c0657a2e9e Extend README.md (#124)
* Add contributions welcome badge
* Add features
* State technology stack precisely
2021-05-24 21:11:06 +02:00
92 changed files with 1514 additions and 482 deletions

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@ -8,3 +8,4 @@ before_script:
script:
- yarn format:check
- yarn test
- yarn build:all

View File

@ -5,6 +5,60 @@ 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).
## 1.13.0 - 08.06.2021
- Added a global heat map to visualize investments by country
## 1.12.0 - 06.06.2021
### Added
- Added a symbol profile model with additional data
- Added new pie charts: Investments by continent and country
## 1.11.0 - 05.06.2021
### Added
- Added a dedicated page for the account registration
- Rendered the average buy prices in the position detail chart (useful for recurring transactions)
- Introduced the initial prisma migration
### Changed
- Changed the buttons to links (`<a>`) on the tools page
- Upgraded `prisma` from version `2.20.1` to `2.24.1`
## 1.10.1 - 02.06.2021
### Fixed
- Fixed an optional type in the user interface
## 1.10.0 - 02.06.2021
### Changed
- Moved the tools to a sub path (`/tools`)
- Extended the pricing page and aligned with the subscription model
## 1.9.0 - 01.06.2021
### Added
- Added the year labels to the investment chart on the x-axis
### Changed
- Respected the data source attribute of the transactions model in the data management for historical data
- Prettified the generic scraper symbols in the transaction filtering component
- Changed to the strict mode of distance formatting between two given dates
### Fixed
- Fixed the sorting in various tables
- Made the order of the rules in the _X-ray_ section consistent
## 1.8.0 - 24.05.2021
### Added

View File

@ -7,16 +7,15 @@
<a href="https://ghostfol.io"><strong>Live Demo</strong></a>
</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>
<img src="https://travis-ci.org/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>
<img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/></a>
</p>
</div>
**Ghostfolio** is an open source portfolio tracker. The software empowers busy folks to have a sharp look of their financial assets and to make solid, data-driven investment decisions by evaluating automated static portfolio analysis rules.
**Ghostfolio** is an open source portfolio tracker based on web technology. The software empowers busy folks to have a sharp look of their financial assets and to make solid, data-driven investment decisions by evaluating automated static portfolio analysis rules.
## Why Ghostfolio?
@ -43,10 +42,13 @@ Ghostfolio is for you if you are...
## Features
- ✅ Create, update and delete transactions
- ✅ Multi account management
- ✅ Portfolio performance (`Today`, `YTD`, `1Y`, `5Y`, `Max`)
- ✅ Various charts
- ✅ Static analysis to identify potential risks in your portfolio
- ✅ Dark Mode
- ✅ Zen Mode
- ✅ Mobile-first design
## Technology Stack
@ -54,11 +56,11 @@ Ghostfolio is a modern web application written in [TypeScript](https://www.types
### Backend
The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://www.postgresql.org) as a database and [Redis](https://redis.io) for caching.
The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://www.postgresql.org) as a database together with [Prisma](https://www.prisma.io) and [Redis](https://redis.io) for caching.
### Frontend
The frontend is built with [Angular](https://angular.io).
The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
## Getting Started

View File

@ -37,7 +37,9 @@ export class ExperimentalController {
);
}
return benchmarks;
return benchmarks.map(({ symbol }) => {
return symbol;
});
}
@Get('benchmarks/:symbol')

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@ -44,6 +44,7 @@ export class ExperimentalService {
fee: 0,
id: undefined,
platformId: undefined,
symbolProfileId: undefined,
type: Type.BUY,
updatedAt: undefined,
userId: undefined

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@ -2,7 +2,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { Order, Prisma } from '@prisma/client';
import { DataSource, Order, Prisma } from '@prisma/client';
import { CacheService } from '../cache/cache.service';
import { RedisCacheService } from '../redis-cache/redis-cache.service';
@ -53,6 +53,7 @@ export class OrderService {
// Gather symbol data of order in the background
this.dataGatheringService.gatherSymbols([
{
dataSource: data.dataSource,
date: <Date>data.date,
symbol: data.symbol
}
@ -90,6 +91,7 @@ export class OrderService {
// Gather symbol data of order in the background
this.dataGatheringService.gatherSymbols([
{
dataSource: <DataSource>data.dataSource,
date: <Date>data.date,
symbol: <string>data.symbol
}

View File

@ -315,18 +315,6 @@ export class PortfolioController {
impersonationUserId || this.request.user.id
);
let report = await portfolio.getReport();
if (
impersonationId &&
!hasPermission(
getPermissions(this.request.user.role),
permissions.readForeignPortfolio
)
) {
// TODO: Filter out absolute numbers
}
return report;
return await portfolio.getReport();
}
}

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@ -11,6 +11,7 @@ import {
import { DateRange, RequestWithUser } from '@ghostfolio/common/types';
import { Inject, Injectable } from '@nestjs/common';
import { REQUEST } from '@nestjs/core';
import { DataSource } from '@prisma/client';
import {
add,
format,
@ -19,6 +20,7 @@ import {
getYear,
isAfter,
isSameDay,
parse,
parseISO,
setDate,
setMonth,
@ -74,7 +76,8 @@ export class PortfolioService {
// Get portfolio from database
const orders = await this.orderService.orders({
include: {
Account: true
Account: true,
SymbolProfile: true
},
orderBy: { date: 'asc' },
where: { userId: aUserId }
@ -214,6 +217,8 @@ export class PortfolioService {
transactionCount
} = portfolio.getPositions(new Date())[aSymbol];
const orders = portfolio.getOrders(aSymbol);
const historicalData = await this.dataProviderService.getHistorical(
[aSymbol],
'day',
@ -226,6 +231,7 @@ export class PortfolioService {
}
const historicalDataArray: HistoricalDataItem[] = [];
let currentAveragePrice: number;
let maxPrice = marketPrice;
let minPrice = marketPrice;
@ -233,9 +239,24 @@ export class PortfolioService {
for (const [date, { marketPrice }] of Object.entries(
historicalData[aSymbol]
)) {
const currentDate = parse(date, 'yyyy-MM-dd', new Date());
if (
isSameDay(currentDate, parseISO(orders[0]?.getDate())) ||
isAfter(currentDate, parseISO(orders[0]?.getDate()))
) {
// Get snapshot of first day of month
const snapshot = portfolio.get(setDate(currentDate, 1))[0]
.positions[aSymbol];
orders.shift();
if (snapshot?.averagePrice) {
currentAveragePrice = snapshot?.averagePrice;
}
}
historicalDataArray.push({
averagePrice,
date,
averagePrice: currentAveragePrice,
value: marketPrice
});
@ -289,7 +310,7 @@ export class PortfolioService {
if (isEmpty(historicalData)) {
historicalData = await this.dataProviderService.getHistoricalRaw(
[aSymbol],
[{ dataSource: DataSource.YAHOO, symbol: aSymbol }],
portfolio.getMinDate(),
new Date()
);

View File

@ -4,9 +4,10 @@ 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 } from 'date-fns';
import { add, isBefore } from 'date-fns';
const crypto = require('crypto');
@ -24,7 +25,8 @@ export class UserService {
alias,
id,
role,
Settings
Settings,
subscription
}: UserWithSettings): Promise<IUser> {
const access = await this.prisma.access.findMany({
include: {
@ -43,6 +45,7 @@ export class UserService {
return {
alias,
id,
subscription,
access: access.map((accessItem) => {
return {
alias: accessItem.User.alias,
@ -54,11 +57,7 @@ export class UserService {
settings: {
locale,
baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
viewMode: Settings.viewMode ?? ViewMode.DEFAULT
},
subscription: {
expiresAt: resetHours(add(new Date(), { days: 7 })),
type: 'Trial'
viewMode: Settings?.viewMode ?? ViewMode.DEFAULT
}
};
}
@ -66,26 +65,49 @@ export class UserService {
public async user(
userWhereUniqueInput: Prisma.UserWhereUniqueInput
): Promise<UserWithSettings | null> {
const user = await this.prisma.user.findUnique({
include: { Account: true, Settings: true },
const userFromDatabase = await this.prisma.user.findUnique({
include: { Account: true, Settings: true, Subscription: true },
where: userWhereUniqueInput
});
if (user?.Settings) {
if (!user.Settings.currency) {
const user: UserWithSettings = userFromDatabase;
if (userFromDatabase?.Settings) {
if (!userFromDatabase.Settings.currency) {
// Set default currency if needed
user.Settings.currency = UserService.DEFAULT_CURRENCY;
userFromDatabase.Settings.currency = UserService.DEFAULT_CURRENCY;
}
} else if (user) {
} else if (userFromDatabase) {
// Set default settings if needed
user.Settings = {
userFromDatabase.Settings = {
currency: UserService.DEFAULT_CURRENCY,
updatedAt: new Date(),
userId: user?.id,
userId: userFromDatabase?.id,
viewMode: ViewMode.DEFAULT
};
}
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
if (userFromDatabase?.Subscription?.length > 0) {
const latestSubscription = userFromDatabase.Subscription.reduce(
(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
};
}
}
return user;
}

View File

@ -1,4 +1,4 @@
import { Account, Currency, Platform } from '@prisma/client';
import { Account, Currency, Platform, SymbolProfile } from '@prisma/client';
import { v4 as uuidv4 } from 'uuid';
import { IOrder } from '../services/interfaces/interfaces';
@ -12,6 +12,7 @@ export class Order {
private id: string;
private quantity: number;
private symbol: string;
private symbolProfile: SymbolProfile;
private total: number;
private type: OrderType;
private unitPrice: number;
@ -24,6 +25,7 @@ export class Order {
this.id = data.id || uuidv4();
this.quantity = data.quantity;
this.symbol = data.symbol;
this.symbolProfile = data.symbolProfile;
this.type = data.type;
this.unitPrice = data.unitPrice;
@ -58,6 +60,10 @@ export class Order {
return this.symbol;
}
getSymbolProfile() {
return this.symbolProfile;
}
public getTotal() {
return this.total;
}

View File

@ -189,6 +189,7 @@ describe('Portfolio', () => {
id: '8d999347-dee2-46ee-88e1-26b344e71fcc',
quantity: 1,
symbol: 'BTCUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 49631.24,
updatedAt: null,
@ -223,6 +224,7 @@ describe('Portfolio', () => {
},
allocationCurrent: 1,
allocationInvestment: 1,
countries: [],
currency: Currency.USD,
exchange: UNKNOWN_KEY,
grossPerformance: 0,
@ -290,6 +292,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
quantity: 0.2,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 991.49,
updatedAt: null,
@ -324,6 +327,7 @@ describe('Portfolio', () => {
},
// allocationCurrent: 1,
allocationInvestment: 1,
countries: [],
currency: Currency.USD,
exchange: UNKNOWN_KEY,
// grossPerformance: 0,
@ -385,6 +389,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
quantity: 0.2,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 991.49,
updatedAt: null,
@ -401,6 +406,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
quantity: 0.3,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 1050,
updatedAt: null,
@ -461,6 +467,7 @@ describe('Portfolio', () => {
id: 'd96795b2-6ae6-420e-aa21-fabe5e45d475',
quantity: 0.05614682,
symbol: 'BTCUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 3562.089535970158,
updatedAt: null,
@ -477,6 +484,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
quantity: 0.2,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 991.49,
updatedAt: null,
@ -550,6 +558,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
quantity: 0.2,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 991.49,
updatedAt: null,
@ -566,6 +575,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
quantity: 0.1,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.SELL,
unitPrice: 1050,
updatedAt: null,
@ -582,6 +592,7 @@ describe('Portfolio', () => {
id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
quantity: 0.2,
symbol: 'ETHUSD',
symbolProfileId: null,
type: Type.BUY,
unitPrice: 1050,
updatedAt: null,

View File

@ -8,7 +8,10 @@ import {
Position,
UserWithSettings
} from '@ghostfolio/common/interfaces';
import { Country } from '@ghostfolio/common/interfaces/country.interface';
import { DateRange, OrderWithAccount } from '@ghostfolio/common/types';
import { Prisma } from '@prisma/client';
import { continents, countries } from 'countries-list';
import {
add,
format,
@ -127,6 +130,7 @@ export class Portfolio implements PortfolioInterface {
id,
quantity,
symbol,
symbolProfile,
type,
unitPrice
}) => {
@ -139,6 +143,7 @@ export class Portfolio implements PortfolioInterface {
id,
quantity,
symbol,
symbolProfile,
type,
unitPrice
})
@ -204,6 +209,7 @@ export class Portfolio implements PortfolioInterface {
symbols.forEach((symbol) => {
const accounts: PortfolioPosition['accounts'] = {};
let countriesOfSymbol: Country[];
const [portfolioItem] = portfolioItems;
const ordersBySymbol = this.getOrders().filter((order) => {
@ -243,6 +249,21 @@ export class Portfolio implements PortfolioInterface {
original: originalValueOfSymbol
};
}
countriesOfSymbol = (
(orderOfSymbol.getSymbolProfile()?.countries as Prisma.JsonArray) ??
[]
).map((country) => {
const { code, weight } = country as Prisma.JsonObject;
return {
code: code as string,
continent:
continents[countries[code as string]?.continent] ?? UNKNOWN_KEY,
name: countries[code as string]?.name ?? UNKNOWN_KEY,
weight: weight as number
};
});
});
let now = portfolioItemsNow.positions[symbol].marketPrice;
@ -289,6 +310,7 @@ export class Portfolio implements PortfolioInterface {
) / value,
allocationInvestment:
portfolioItem.positions[symbol].investment / investment,
countries: countriesOfSymbol,
grossPerformance: roundTo(
portfolioItemsNow.positions[symbol].quantity * (now - before),
2
@ -296,7 +318,12 @@ export class Portfolio implements PortfolioInterface {
grossPerformancePercent: roundTo((now - before) / before, 4),
investment: portfolioItem.positions[symbol].investment,
quantity: portfolioItem.positions[symbol].quantity,
transactionCount: portfolioItem.positions[symbol].transactionCount
transactionCount: portfolioItem.positions[symbol].transactionCount,
value: this.exchangeRateDataService.toCurrency(
portfolioItem.positions[symbol].quantity * now,
data[symbol]?.currency,
this.user.Settings.currency
)
};
});
@ -402,10 +429,10 @@ export class Portfolio implements PortfolioInterface {
accountClusterRisk: await this.rulesService.evaluate(
this,
[
new AccountClusterRiskCurrentInvestment(
new AccountClusterRiskInitialInvestment(
this.exchangeRateDataService
),
new AccountClusterRiskInitialInvestment(
new AccountClusterRiskCurrentInvestment(
this.exchangeRateDataService
),
new AccountClusterRiskSingleAccount(this.exchangeRateDataService)
@ -486,7 +513,13 @@ export class Portfolio implements PortfolioInterface {
.reduce((previous, current) => previous + current, 0);
}
public getOrders() {
public getOrders(aSymbol?: string) {
if (aSymbol) {
return this.orders.filter((order) => {
return order.getSymbol() === aSymbol;
});
}
return this.orders;
}
@ -538,6 +571,7 @@ export class Portfolio implements PortfolioInterface {
fee: order.fee,
quantity: order.quantity,
symbol: order.symbol,
symbolProfile: order.SymbolProfile,
type: <OrderType>order.type,
unitPrice: order.unitPrice
})

View File

@ -5,6 +5,7 @@ import {
resetHours
} from '@ghostfolio/common/helper';
import { Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
import {
differenceInHours,
format,
@ -18,6 +19,7 @@ import {
import { ConfigurationService } from './configuration.service';
import { DataProviderService } from './data-provider.service';
import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
import { IDataGatheringItem } from './interfaces/interfaces';
import { PrismaService } from './prisma.service';
@Injectable()
@ -115,15 +117,13 @@ export class DataGatheringService {
}
}
public async gatherSymbols(
aSymbolsWithStartDate: { date: Date; symbol: string }[]
) {
public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
let hasError = false;
for (const { date, symbol } of aSymbolsWithStartDate) {
for (const { dataSource, date, symbol } of aSymbolsWithStartDate) {
try {
const historicalData = await this.dataProviderService.getHistoricalRaw(
[symbol],
[{ dataSource, symbol }],
date,
new Date()
);
@ -184,20 +184,24 @@ export class DataGatheringService {
}
}
public async getCustomSymbolsToGather(startDate?: Date) {
public async getCustomSymbolsToGather(
startDate?: Date
): Promise<IDataGatheringItem[]> {
const scraperConfigurations = await this.ghostfolioScraperApi.getScraperConfigurations();
return scraperConfigurations.map((scraperConfiguration) => {
return {
dataSource: DataSource.GHOSTFOLIO,
date: startDate,
symbol: scraperConfiguration.symbol
};
});
}
private getBenchmarksToGather(startDate: Date) {
const benchmarksToGather = benchmarks.map((symbol) => {
private getBenchmarksToGather(startDate: Date): IDataGatheringItem[] {
const benchmarksToGather = benchmarks.map(({ dataSource, symbol }) => {
return {
dataSource,
symbol,
date: startDate
};
@ -205,6 +209,7 @@ export class DataGatheringService {
if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
benchmarksToGather.push({
dataSource: DataSource.RAKUTEN,
date: startDate,
symbol: 'GF.FEAR_AND_GREED_INDEX'
});
@ -213,16 +218,16 @@ export class DataGatheringService {
return benchmarksToGather;
}
private async getSymbols7D(): Promise<{ date: Date; symbol: string }[]> {
private async getSymbols7D(): Promise<IDataGatheringItem[]> {
const startDate = subDays(resetHours(new Date()), 7);
const distinctOrders = await this.prisma.order.findMany({
distinct: ['symbol'],
orderBy: [{ symbol: 'asc' }],
select: { symbol: true }
select: { dataSource: true, symbol: true }
});
const distinctOrdersWithDate = distinctOrders
const distinctOrdersWithDate: IDataGatheringItem[] = distinctOrders
.filter((distinctOrder) => {
return !isGhostfolioScraperApiSymbol(distinctOrder.symbol);
})
@ -233,12 +238,15 @@ export class DataGatheringService {
};
});
const currencyPairsToGather = currencyPairs.map((symbol) => {
return {
symbol,
date: startDate
};
});
const currencyPairsToGather = currencyPairs.map(
({ dataSource, symbol }) => {
return {
dataSource,
symbol,
date: startDate
};
}
);
const customSymbolsToGather = await this.getCustomSymbolsToGather(
startDate
@ -252,24 +260,27 @@ export class DataGatheringService {
];
}
private async getSymbolsMax() {
private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
const startDate = new Date(getUtc('2015-01-01'));
const customSymbolsToGather = await this.getCustomSymbolsToGather(
startDate
);
const currencyPairsToGather = currencyPairs.map((symbol) => {
return {
symbol,
date: startDate
};
});
const currencyPairsToGather = currencyPairs.map(
({ dataSource, symbol }) => {
return {
dataSource,
symbol,
date: startDate
};
}
);
const distinctOrders = await this.prisma.order.findMany({
distinct: ['symbol'],
orderBy: [{ date: 'asc' }],
select: { date: true, symbol: true }
select: { dataSource: true, date: true, symbol: true }
});
return [

View File

@ -1,6 +1,4 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import {
isCrypto,
isGhostfolioScraperApiSymbol,
isRakutenRapidApiSymbol
} from '@ghostfolio/common/helper';
@ -14,15 +12,15 @@ import { AlphaVantageService } from './data-provider/alpha-vantage/alpha-vantage
import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
import { RakutenRapidApiService } from './data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
import { YahooFinanceService } from './data-provider/yahoo-finance/yahoo-finance.service';
import { DataProviderInterface } from './interfaces/data-provider.interface';
import {
IDataGatheringItem,
IDataProviderHistoricalResponse,
IDataProviderResponse
} from './interfaces/interfaces';
import { PrismaService } from './prisma.service';
@Injectable()
export class DataProviderService implements DataProviderInterface {
export class DataProviderService {
public constructor(
private readonly alphaVantageService: AlphaVantageService,
private readonly configurationService: ConfigurationService,
@ -121,79 +119,53 @@ export class DataProviderService implements DataProviderInterface {
}
public async getHistoricalRaw(
aSymbols: string[],
aDataGatheringItems: IDataGatheringItem[],
from: Date,
to: Date
): Promise<{
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
}> {
const filteredSymbols = aSymbols.filter((symbol) => {
return !isGhostfolioScraperApiSymbol(symbol);
});
const result: {
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
} = {};
const dataOfYahoo = await this.yahooFinanceService.getHistorical(
filteredSymbols,
undefined,
from,
to
);
if (aSymbols.length === 1) {
const symbol = aSymbols[0];
if (
isCrypto(symbol) &&
this.configurationService.get('ALPHA_VANTAGE_API_KEY')
) {
// Merge data from Yahoo with data from Alpha Vantage
const dataOfAlphaVantage = await this.alphaVantageService.getHistorical(
[symbol],
undefined,
from,
to
const promises: Promise<{
data: { [date: string]: IDataProviderHistoricalResponse };
symbol: string;
}>[] = [];
for (const { dataSource, symbol } of aDataGatheringItems) {
const dataProvider = this.getDataProvider(dataSource);
if (dataProvider.canHandle(symbol)) {
promises.push(
dataProvider
.getHistorical([symbol], undefined, from, to)
.then((data) => ({ data: data?.[symbol], symbol }))
);
return {
[symbol]: {
...dataOfYahoo[symbol],
...dataOfAlphaVantage[symbol]
}
};
} else if (isGhostfolioScraperApiSymbol(symbol)) {
const dataOfGhostfolioScraperApi = await this.ghostfolioScraperApiService.getHistorical(
[symbol],
undefined,
from,
to
);
return dataOfGhostfolioScraperApi;
} else if (
isRakutenRapidApiSymbol(symbol) &&
this.configurationService.get('RAKUTEN_RAPID_API_KEY')
) {
const dataOfRakutenRapidApi = await this.rakutenRapidApiService.getHistorical(
[symbol],
undefined,
from,
to
);
return dataOfRakutenRapidApi;
}
}
return dataOfYahoo;
const allData = await Promise.all(promises);
for (const { data, symbol } of allData) {
result[symbol] = data;
}
return result;
}
public async search(aSymbol: string) {
return this.getDataProvider().search(aSymbol);
return this.getDataProvider(
<DataSource>this.configurationService.get('DATA_SOURCES')[0]
).search(aSymbol);
}
private getDataProvider() {
switch (this.configurationService.get('DATA_SOURCES')[0]) {
private getDataProvider(providerName: DataSource) {
switch (providerName) {
case DataSource.ALPHA_VANTAGE:
return this.alphaVantageService;
case DataSource.GHOSTFOLIO:
return this.ghostfolioScraperApiService;
case DataSource.RAKUTEN:
return this.rakutenRapidApiService;
case DataSource.YAHOO:
return this.yahooFinanceService;
default:

View File

@ -24,6 +24,10 @@ export class AlphaVantageService implements DataProviderInterface {
});
}
public canHandle(symbol: string) {
return !!this.configurationService.get('ALPHA_VANTAGE_API_KEY');
}
public async get(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {

View File

@ -1,4 +1,7 @@
import { getYesterday } from '@ghostfolio/common/helper';
import {
getYesterday,
isGhostfolioScraperApiSymbol
} from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
@ -21,6 +24,10 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
public constructor(private prisma: PrismaService) {}
public canHandle(symbol: string) {
return isGhostfolioScraperApiSymbol(symbol);
}
public async get(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {

View File

@ -1,4 +1,8 @@
import { getToday, getYesterday } from '@ghostfolio/common/helper';
import {
getToday,
getYesterday,
isRakutenRapidApiSymbol
} from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable } from '@nestjs/common';
import { DataSource } from '@prisma/client';
@ -24,6 +28,13 @@ export class RakutenRapidApiService implements DataProviderInterface {
private readonly configurationService: ConfigurationService
) {}
public canHandle(symbol: string) {
return (
isRakutenRapidApiSymbol(symbol) &&
!!this.configurationService.get('RAKUTEN_RAPID_API_KEY')
);
}
public async get(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {

View File

@ -28,6 +28,10 @@ export class YahooFinanceService implements DataProviderInterface {
public constructor() {}
public canHandle(symbol: string) {
return true;
}
public async get(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {

View File

@ -7,6 +7,8 @@ import {
} from './interfaces';
export interface DataProviderInterface {
canHandle(symbol: string): boolean;
get(aSymbols: string[]): Promise<{ [symbol: string]: IDataProviderResponse }>;
getHistorical(

View File

@ -1,5 +1,5 @@
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { Account, Currency, DataSource } from '@prisma/client';
import { Account, Currency, DataSource, SymbolProfile } from '@prisma/client';
import { OrderType } from '../../models/order-type';
@ -41,6 +41,7 @@ export interface IOrder {
id?: string;
quantity: number;
symbol: string;
symbolProfile: SymbolProfile;
type: OrderType;
unitPrice: number;
}
@ -65,6 +66,12 @@ export interface IDataProviderResponse {
url?: string;
}
export interface IDataGatheringItem {
dataSource: DataSource;
date?: Date;
symbol: string;
}
export type Industry = typeof Industry[keyof typeof Industry];
export type MarketState = typeof MarketState[keyof typeof MarketState];

View File

@ -28,13 +28,6 @@ const routes: Routes = [
loadChildren: () =>
import('./pages/admin/admin-page.module').then((m) => m.AdminPageModule)
},
{
path: 'analysis',
loadChildren: () =>
import('./pages/analysis/analysis-page.module').then(
(m) => m.AnalysisPageModule
)
},
{
path: 'auth',
loadChildren: () =>
@ -53,10 +46,10 @@ const routes: Routes = [
)
},
{
path: 'report',
path: 'register',
loadChildren: () =>
import('./pages/report/report-page.module').then(
(m) => m.ReportPageModule
import('./pages/register/register-page.module').then(
(m) => m.RegisterPageModule
)
},
{
@ -69,13 +62,29 @@ const routes: Routes = [
{
path: 'start',
loadChildren: () =>
import('./pages/login/login-page.module').then((m) => m.LoginPageModule)
import('./pages/landing/landing-page.module').then(
(m) => m.LandingPageModule
)
},
{
path: 'tools',
loadChildren: () =>
import('./pages/tools/tools-page.module').then((m) => m.ToolsPageModule)
},
{
path: 'tools/analysis',
loadChildren: () =>
import('./pages/tools/analysis/analysis-page.module').then(
(m) => m.AnalysisPageModule
)
},
{
path: 'tools/report',
loadChildren: () =>
import('./pages/tools/report/report-page.module').then(
(m) => m.ReportPageModule
)
},
{
path: 'transactions',
loadChildren: () =>

View File

@ -12,13 +12,15 @@
<div *ngIf="canCreateAccount" class="container create-account-container">
<div class="row mb-5">
<div class="col-md-6 offset-md-3">
<div
class="create-account-box p-2 text-center"
(click)="onCreateAccount()"
<a [routerLink]="['/']">
<mat-card
class="create-account-box p-2 text-center"
(click)="onCreateAccount()"
>
<div class="mt-1" i18n>You are using the Live Demo.</div>
<button mat-button color="primary" i18n>Create Account</button>
</mat-card></a
>
<div class="mt-1" i18n>You are using the Live Demo.</div>
<button mat-button color="primary" i18n>Create Account</button>
</div>
</div>
</div>
</div>

View File

@ -5,8 +5,6 @@
padding: 5rem 0;
.create-account-box {
border: 1px solid rgba(var(--palette-primary-500), 1);
border-radius: 0.25rem;
cursor: pointer;
font-size: 90%;

View File

@ -68,17 +68,12 @@ export class AppComponent implements OnDestroy, OnInit {
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.user = state.user;
this.canCreateAccount = hasPermission(
this.user.permissions,
permissions.createUserAccount
);
} else if (!this.tokenStorageService.getToken()) {
// User has not been logged in
this.user = null;
}
this.canCreateAccount = hasPermission(
this.user?.permissions,
permissions.createUserAccount
);
this.changeDetectorRef.markForCheck();
});
@ -86,7 +81,6 @@ export class AppComponent implements OnDestroy, OnInit {
public onCreateAccount() {
this.tokenStorageService.signOut();
window.location.reload();
}
public onSignOut() {

View File

@ -2,6 +2,7 @@ import { Platform } from '@angular/cdk/platform';
import { HttpClientModule } from '@angular/common/http';
import { NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import {
DateAdapter,
MAT_DATE_FORMATS,
@ -34,6 +35,7 @@ import { LanguageService } from './core/language.service';
HttpClientModule,
MarkdownModule.forRoot(),
MatButtonModule,
MatCardModule,
MaterialCssVarsModule.forRoot({
darkThemeClass: 'is-dark-theme',
isAutoContrast: true,

View File

@ -1,24 +1,13 @@
<table
class="gf-table w-100"
matSort
matSortActive="account"
matSortDirection="desc"
mat-table
[dataSource]="dataSource"
>
<table class="gf-table w-100" mat-table [dataSource]="dataSource">
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
Name
</th>
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Name</th>
<td *matCellDef="let element" class="px-1" mat-cell>
{{ element.name }}
</td>
</ng-container>
<ng-container matColumnDef="platform">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
Platform
</th>
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Platform</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<div class="d-flex">
<gf-symbol-icon
@ -60,7 +49,7 @@
</ng-container>
<ng-container matColumnDef="transactions">
<th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Transactions</th>
<th *matHeaderCellDef i18n mat-header-cell>Transactions</th>
<td *matCellDef="let element" mat-cell>
{{ element.Order?.length }}
</td>

View File

@ -6,13 +6,9 @@ import {
OnChanges,
OnDestroy,
OnInit,
Output,
ViewChild
Output
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { Account as AccountModel } from '@prisma/client';
import { Subject, Subscription } from 'rxjs';
@ -32,8 +28,6 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
@Output() accountDeleted = new EventEmitter<string>();
@Output() accountToUpdate = new EventEmitter<AccountModel>();
@ViewChild(MatSort) sort: MatSort;
public dataSource: MatTableDataSource<AccountModel> = new MatTableDataSource();
public displayedColumns = [];
public isLoading = true;
@ -41,11 +35,7 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor(
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router
) {}
public constructor() {}
public ngOnInit() {}
@ -60,7 +50,6 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
if (this.accounts) {
this.dataSource = new MatTableDataSource(this.accounts);
this.dataSource.sort = this.sort;
this.isLoading = false;
}

View File

@ -3,7 +3,6 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatInputModule } from '@angular/material/input';
import { MatMenuModule } from '@angular/material/menu';
import { MatSortModule } from '@angular/material/sort';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@ -22,7 +21,6 @@ import { AccountsTableComponent } from './accounts-table.component';
MatButtonModule,
MatInputModule,
MatMenuModule,
MatSortModule,
MatTableModule,
NgxSkeletonLoaderModule,
RouterModule

View File

@ -8,9 +8,11 @@
class="d-none d-sm-block"
i18n
mat-flat-button
[color]="
currentRoute === 'home' || currentRoute === 'zen' ? 'primary' : null
"
[ngClass]="{
'font-weight-bold': currentRoute === 'home' || currentRoute === 'zen',
'text-decoration-underline':
currentRoute === 'home' || currentRoute === 'zen'
}"
[routerLink]="['/']"
>Overview</a
>
@ -19,13 +21,16 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="
currentRoute === 'analysis' ||
currentRoute === 'report' ||
currentRoute === 'tools'
? 'primary'
: null
"
[ngClass]="{
'font-weight-bold':
currentRoute === 'analysis' ||
currentRoute === 'report' ||
currentRoute === 'tools',
'text-decoration-underline':
currentRoute === 'analysis' ||
currentRoute === 'report' ||
currentRoute === 'tools'
}"
[routerLink]="['/tools']"
>Tools</a
>
@ -33,7 +38,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'transactions' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'transactions',
'text-decoration-underline': currentRoute === 'transactions'
}"
[routerLink]="['/transactions']"
>Transactions</a
>
@ -41,7 +49,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'accounts' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'accounts',
'text-decoration-underline': currentRoute === 'accounts'
}"
[routerLink]="['/accounts']"
>Accounts</a
>
@ -50,7 +61,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'admin' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'admin',
'text-decoration-underline': currentRoute === 'admin'
}"
[routerLink]="['/admin']"
>Admin Control</a
>
@ -58,7 +72,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'resources' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'resources',
'text-decoration-underline': currentRoute === 'resources'
}"
[routerLink]="['/resources']"
>Resources</a
>
@ -67,7 +84,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'pricing' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'pricing',
'text-decoration-underline': currentRoute === 'pricing'
}"
[routerLink]="['/pricing']"
>Pricing</a
>
@ -75,7 +95,10 @@
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'about' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'about',
'text-decoration-underline': currentRoute === 'about'
}"
[routerLink]="['/about']"
>About</a
>
@ -136,6 +159,7 @@
<hr class="m-0" />
</ng-container>
<a
*ngIf="user?.settings?.viewMode === 'DEFAULT'"
class="d-block d-sm-none"
i18n
mat-menu-item
@ -225,28 +249,44 @@
<gf-logo></gf-logo>
</a>
<span class="spacer"></span>
<a
*ngIf="hasPermissionForSubscription"
i18n
mat-flat-button
[color]="currentRoute === 'pricing' ? 'primary' : null"
[routerLink]="['/pricing']"
>Pricing</a
>
<a
class="d-none d-sm-block mx-1"
i18n
mat-flat-button
[color]="currentRoute === 'about' ? 'primary' : null"
[ngClass]="{
'font-weight-bold': currentRoute === 'about',
'text-decoration-underline': currentRoute === 'about'
}"
[routerLink]="['/about']"
>About</a
>
<a
class="d-none d-sm-block mx-1"
*ngIf="hasPermissionForSubscription"
i18n
mat-flat-button
[ngClass]="{
'font-weight-bold': currentRoute === 'pricing',
'text-decoration-underline': currentRoute === 'pricing'
}"
[routerLink]="['/pricing']"
>Pricing</a
>
<a
class="d-none d-sm-block mx-1 no-min-width px-1"
href="https://github.com/ghostfolio/ghostfolio"
mat-flat-button
>GitHub</a
>
<button i18n mat-flat-button (click)="openLoginDialog()">Sign in</button>
><ion-icon name="logo-github"></ion-icon
></a>
<button class="mx-1" i18n mat-flat-button (click)="openLoginDialog()">
Sign In
</button>
<a
class="d-none d-sm-block"
color="primary"
i18n
mat-flat-button
[routerLink]="['/register']"
>Get Started
</a>
</ng-container>
</mat-toolbar>

View File

@ -8,7 +8,7 @@ import {
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { Router } from '@angular/router';
import { LoginWithAccessTokenDialog } from '@ghostfolio/client/pages/login/login-with-access-token-dialog/login-with-access-token-dialog.component';
import { LoginWithAccessTokenDialog } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.component';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';

View File

@ -4,7 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
import { MatMenuModule } from '@angular/material/menu';
import { MatToolbarModule } from '@angular/material/toolbar';
import { RouterModule } from '@angular/router';
import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/pages/login/login-with-access-token-dialog/login-with-access-token-dialog.module';
import { LoginWithAccessTokenDialogModule } from '@ghostfolio/client/components/login-with-access-token-dialog/login-with-access-token-dialog.module';
import { GfLogoModule } from '../logo/logo.module';
import { HeaderComponent } from './header.component';

View File

@ -36,10 +36,10 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
public constructor() {
Chart.register(
LinearScale,
LineController,
LineElement,
PointElement,
LinearScale,
TimeScale
);
}
@ -95,7 +95,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
responsive: true,
scales: {
x: {
display: false,
display: true,
grid: {
display: false
},

View File

@ -2,7 +2,7 @@ import { ChangeDetectionStrategy, Component, Inject } from '@angular/core';
import { MAT_DIALOG_DATA } from '@angular/material/dialog';
@Component({
selector: 'login-with-access-token-dialog',
selector: 'gf-login-with-access-token-dialog',
changeDetection: ChangeDetectionStrategy.OnPush,
styleUrls: ['./login-with-access-token-dialog.scss'],
templateUrl: 'login-with-access-token-dialog.html'

View File

@ -8,7 +8,7 @@
[removable]="true"
(removed)="removeKeyword(searchKeyword)"
>
{{ searchKeyword }}
{{ searchKeyword | gfSymbol }}
<ion-icon class="ml-2" matPrefix name="close-outline"></ion-icon>
</mat-chip>
<input
@ -26,11 +26,8 @@
#autocomplete="matAutocomplete"
(optionSelected)="keywordSelected($event)"
>
<mat-option
*ngFor="let transaction of filteredTransactions | async"
[value]="transaction"
>
{{ transaction }}
<mat-option *ngFor="let filter of filters | async" [value]="filter">
{{ filter | gfSymbol }}
</mat-option>
</mat-autocomplete>
</mat-form-field>
@ -178,9 +175,7 @@
</ng-container>
<ng-container matColumnDef="account">
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
Account
</th>
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Account</th>
<td *matCellDef="let element" class="px-1" mat-cell>
<div class="d-flex">
<gf-symbol-icon

View File

@ -57,10 +57,8 @@ export class TransactionsTableComponent
public dataSource: MatTableDataSource<OrderWithAccount> = new MatTableDataSource();
public defaultDateFormat = DEFAULT_DATE_FORMAT;
public displayedColumns = [];
public filteredTransactions$: Subject<string[]> = new BehaviorSubject([]);
public filteredTransactions: Observable<
string[]
> = this.filteredTransactions$.asObservable();
public filters$: Subject<string[]> = new BehaviorSubject([]);
public filters: Observable<string[]> = this.filters$.asObservable();
public isLoading = true;
public placeholder = '';
public routeQueryParams: Subscription;
@ -68,7 +66,7 @@ export class TransactionsTableComponent
public searchKeywords: string[] = [];
public separatorKeysCodes: number[] = [ENTER, COMMA];
private allFilteredTransactions: string[];
private allFilters: string[];
private unsubscribeSubject = new Subject<void>();
public constructor(
@ -90,13 +88,13 @@ export class TransactionsTableComponent
this.searchControl.valueChanges.subscribe((keyword) => {
if (keyword) {
const filterValue = keyword.toLowerCase();
this.filteredTransactions$.next(
this.allFilteredTransactions.filter(
this.filters$.next(
this.allFilters.filter(
(filter) => filter.toLowerCase().indexOf(filterValue) === 0
)
);
} else {
this.filteredTransactions$.next(this.allFilteredTransactions);
this.filters$.next(this.allFilters);
}
});
}
@ -239,13 +237,13 @@ export class TransactionsTableComponent
this.placeholder =
lowercaseSearchKeywords.length <= 0 ? SEARCH_PLACEHOLDER : '';
this.allFilteredTransactions = this.getSearchableFieldValues(
this.transactions
).filter((item) => {
return !lowercaseSearchKeywords.includes(item.trim().toLowerCase());
});
this.allFilters = this.getSearchableFieldValues(this.transactions).filter(
(item) => {
return !lowercaseSearchKeywords.includes(item.trim().toLowerCase());
}
);
this.filteredTransactions$.next(this.allFilteredTransactions);
this.filters$.next(this.allFilters);
}
private getSearchableFieldValues(transactions: OrderWithAccount[]): string[] {

View File

@ -0,0 +1,10 @@
<ngx-skeleton-loader
*ngIf="isLoading"
animation="pulse"
class="h-100"
[theme]="{
width: '100%'
}"
></ngx-skeleton-loader>
<div class="align-items-center d-flex h-100 w-100" id="svgMap"></div>

View File

@ -0,0 +1,24 @@
:host {
display: block;
height: 100%;
::ng-deep {
.loader {
height: 100% !important;
}
.svgMap-map-wrapper {
background: transparent;
.svgMap-map-controls-wrapper {
display: none;
}
}
}
}
:host-context(.is-dark-theme) {
.svgMap-tooltip {
background: var(--dark-background);
}
}

View File

@ -0,0 +1,79 @@
import {
ChangeDetectionStrategy,
ChangeDetectorRef,
Component,
Input,
OnChanges,
OnDestroy,
OnInit
} from '@angular/core';
import { primaryColorHex } from '@ghostfolio/common/config';
import { getCssVariable, getTextColor } from '@ghostfolio/common/helper';
import { Currency } from '@prisma/client';
import svgMap from 'svgmap';
@Component({
selector: 'gf-world-map-chart',
changeDetection: ChangeDetectionStrategy.OnPush,
templateUrl: './world-map-chart.component.html',
styleUrls: ['./world-map-chart.component.scss']
})
export class WorldMapChartComponent implements OnChanges, OnDestroy, OnInit {
@Input() baseCurrency: Currency;
@Input() countries: { [code: string]: { name: string; value: number } };
public isLoading = true;
public svgMapElement;
public constructor(private changeDetectorRef: ChangeDetectorRef) {}
public ngOnInit() {}
public ngOnChanges() {
if (this.countries) {
this.destroySvgMap();
this.initialize();
}
}
public ngOnDestroy() {
this.destroySvgMap();
}
private initialize() {
this.svgMapElement = new svgMap({
colorMax: primaryColorHex,
colorMin: '#d3f4f3',
colorNoData: `rgba(${getTextColor()}, ${getCssVariable(
'--palette-foreground-divider-alpha'
)})`,
data: {
applyData: 'value',
data: {
value: {
format: `{0} ${this.baseCurrency}`
}
},
values: this.countries
},
hideFlag: true,
minZoom: 1.06,
maxZoom: 1.06,
targetElementID: 'svgMap'
});
setTimeout(() => {
this.isLoading = false;
this.changeDetectorRef.markForCheck();
}, 500);
}
private destroySvgMap() {
this.svgMapElement?.mapWrapper?.remove();
this.svgMapElement?.tooltip?.remove();
this.svgMapElement = null;
}
}

View File

@ -0,0 +1,13 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { WorldMapChartComponent } from './world-map-chart.component';
@NgModule({
declarations: [WorldMapChartComponent],
exports: [WorldMapChartComponent],
imports: [CommonModule, NgxSkeletonLoaderModule],
providers: []
})
export class GfWorldMapChartModule {}

View File

@ -14,7 +14,12 @@ import { UserService } from '../services/user/user.service';
@Injectable({ providedIn: 'root' })
export class AuthGuard implements CanActivate {
private static PUBLIC_PAGE_ROUTES = ['/about', '/pricing', '/resources'];
private static PUBLIC_PAGE_ROUTES = [
'/about',
'/pricing',
'/register',
'/resources'
];
constructor(
private router: Router,

View File

@ -18,7 +18,6 @@ export class AccountPageComponent implements OnDestroy, OnInit {
public baseCurrency: Currency;
public currencies: Currency[] = [];
public defaultDateFormat = DEFAULT_DATE_FORMAT;
public hasPermissionForSubscription: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public user: User;
@ -35,13 +34,8 @@ export class AccountPageComponent implements OnDestroy, OnInit {
this.dataService
.fetchInfo()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ currencies, globalPermissions }) => {
.subscribe(({ currencies }) => {
this.currencies = currencies;
this.hasPermissionForSubscription = hasPermission(
globalPermissions,
permissions.enableSubscription
);
});
this.userService.stateChanged

View File

@ -15,16 +15,21 @@
<div class="w-50" i18n>Alias</div>
<div class="w-50">{{ user.alias }}</div>
</div>
<div *ngIf="hasPermissionForSubscription" class="d-flex py-1">
<div *ngIf="user?.subscription" class="d-flex py-1">
<div class="w-50" i18n>Membership</div>
<div class="w-50">
<div class="align-items-center d-flex mb-1">
{{ user?.subscription?.type }}
{{ user.subscription.type }}
</div>
<div>
<div *ngIf="user.subscription.expiresAt">
Valid until {{ user.subscription.expiresAt | date:
defaultDateFormat }}
</div>
<div *ngIf="!user.subscription.expiresAt">
<button color="primary" disabled i18n mat-flat-button>
Upgrade
</button>
</div>
</div>
</div>
<div class="d-flex mt-4 py-1">

View File

@ -1,6 +1,7 @@
import { CommonModule } from '@angular/common';
import { NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatSelectModule } from '@angular/material/select';
@ -17,6 +18,7 @@ import { AccountPageComponent } from './account-page.component';
CommonModule,
FormsModule,
GfPortfolioAccessTableModule,
MatButtonModule,
MatCardModule,
MatFormFieldModule,
MatSelectModule,

View File

@ -5,7 +5,7 @@ import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
import { AdminData, User } from '@ghostfolio/common/interfaces';
import { formatDistanceToNow, isValid, parseISO, sub } from 'date-fns';
import { formatDistanceToNowStrict, isValid, parseISO } from 'date-fns';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -76,14 +76,12 @@ export class AdminPageComponent implements OnInit {
public formatDistanceToNow(aDateString: string) {
if (aDateString) {
const distanceString = formatDistanceToNow(
sub(parseISO(aDateString), { seconds: 10 }),
{
addSuffix: true
}
);
const distanceString = formatDistanceToNowStrict(parseISO(aDateString), {
addSuffix: true
});
return distanceString === 'less than a minute ago'
return distanceString === 'in 0 seconds' ||
distanceString === '0 seconds ago'
? 'just now'
: distanceString;
}
@ -124,7 +122,7 @@ export class AdminPageComponent implements OnInit {
this.users = users;
if (isValid(parseISO(lastDataGathering?.toString()))) {
this.lastDataGathering = formatDistanceToNow(
this.lastDataGathering = formatDistanceToNowStrict(
new Date(lastDataGathering),
{
addSuffix: true

View File

@ -2,14 +2,14 @@ import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { LoginPageComponent } from './login-page.component';
import { LandingPageComponent } from './landing-page.component';
const routes: Routes = [
{ path: '', component: LoginPageComponent, canActivate: [AuthGuard] }
{ path: '', component: LandingPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class LoginPageRoutingModule {}
export class LandingPageRoutingModule {}

View File

@ -1,21 +1,17 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { Router } from '@angular/router';
import { LineChartItem } from '@ghostfolio/client/components/line-chart/interfaces/line-chart.interface';
import { DataService } from '@ghostfolio/client/services/data.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
import { format } from 'date-fns';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { ShowAccessTokenDialog } from './show-access-token-dialog/show-access-token-dialog.component';
@Component({
selector: 'gf-login-page',
templateUrl: './login-page.html',
styleUrls: ['./login-page.scss']
selector: 'gf-landing-page',
templateUrl: './landing-page.html',
styleUrls: ['./landing-page.scss']
})
export class LoginPageComponent implements OnDestroy, OnInit {
export class LandingPageComponent implements OnDestroy, OnInit {
public currentYear = format(new Date(), 'yyyy');
public demoAuthToken: string;
public historicalDataItems: LineChartItem[];
@ -28,7 +24,6 @@ export class LoginPageComponent implements OnDestroy, OnInit {
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private dialog: MatDialog,
private router: Router,
private tokenStorageService: TokenStorageService
) {}
@ -46,15 +41,6 @@ export class LoginPageComponent implements OnDestroy, OnInit {
});
}
public async createAccount() {
this.dataService
.postUser()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ accessToken, authToken }) => {
this.openShowAccessTokenDialog(accessToken, authToken);
});
}
public initializeLineChart() {
this.historicalDataItems = [
{
@ -268,28 +254,6 @@ export class LoginPageComponent implements OnDestroy, OnInit {
];
}
public openShowAccessTokenDialog(
accessToken: string,
authToken: string
): void {
const dialogRef = this.dialog.open(ShowAccessTokenDialog, {
data: {
accessToken,
authToken
},
disableClose: true,
width: '30rem'
});
dialogRef.afterClosed().subscribe((data) => {
if (data?.authToken) {
this.tokenStorageService.saveToken(authToken);
this.router.navigate(['/']);
}
});
}
public setToken(aToken: string) {
this.tokenStorageService.saveToken(aToken);

View File

@ -13,16 +13,16 @@
class="align-items-center col d-flex justify-content-center position-relative"
>
<div class="py-5 text-center">
<button
<a
class="d-inline-block"
color="primary"
i18n
mat-flat-button
[disabled]="!demoAuthToken"
(click)="createAccount()"
[routerLink]="['/register']"
>
Create Account
</button>
Get Started
</a>
<div class="d-inline-block mx-3 text-muted" i18n>or</div>
<button
class="d-inline-block"
@ -135,15 +135,15 @@
Join now or check out the example account
</p>
<div class="py-2 text-center">
<button
<a
color="primary"
i18n
mat-flat-button
[disabled]="!demoAuthToken"
(click)="createAccount()"
[routerLink]="['/register']"
>
Create Account
</button>
Get Started
</a>
<div class="d-inline-block mx-3 text-muted" i18n>or</div>
<button
class="d-inline-block"

View File

@ -0,0 +1,25 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { RouterModule } from '@angular/router';
import { GfLineChartModule } from '@ghostfolio/client/components/line-chart/line-chart.module';
import { GfLogoModule } from '@ghostfolio/client/components/logo/logo.module';
import { LandingPageRoutingModule } from './landing-page-routing.module';
import { LandingPageComponent } from './landing-page.component';
@NgModule({
declarations: [LandingPageComponent],
exports: [],
imports: [
CommonModule,
GfLineChartModule,
GfLogoModule,
LandingPageRoutingModule,
MatButtonModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class LandingPageModule {}

View File

@ -1,96 +1,185 @@
<div class="container">
<div class="row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3" i18n>Pricing Plans</h3>
<h3 class="d-flex justify-content-center mb-3 text-center" i18n>
Pricing Plans
</h3>
<mat-card class="mb-4">
<mat-card-content>
<p>
Our official
<strong>Ghostfolio</strong> cloud offering is the easiest way to get
started. Due to the time it saves, this will be the best option for
most people. The revenue is used for covering the hosting costs.
</p>
<p>
If you prefer to run <strong>Ghostfolio</strong> on your own
infrastructure, please find the source code and further instructions
on <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
</p>
</mat-card-content>
</mat-card>
<div class="row">
<div class="col-xs-12 col-md-6">
<mat-card class="mb-3">
<h4 i18n>Open Source</h4>
<p>Host your <strong>Ghostfolio</strong> instance by yourself.</p>
<ul class="list-unstyled mb-3">
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Performance</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Summary</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Unlimited Transactions</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Advanced Insights</span>
</li>
</ul>
<p class="h5 text-right">
<span>Free</span>
</p>
<div class="col-xs-12 col-md-4 mb-3">
<mat-card class="d-flex flex-column h-100">
<div class="flex-grow-1">
<h4 i18n>Open Source</h4>
<p>
For tech-savvy investors who prefer to run
<strong>Ghostfolio</strong> on their own infrastructure.
</p>
<ul class="list-unstyled mb-3">
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Unlimited Transactions</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Performance</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Zen Mode</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Summary</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Advanced Insights</span>
</li>
</ul>
</div>
<p>Self-hosted.</p>
<p class="h5 text-right">Free</p>
</mat-card>
</div>
<div class="col-xs-12 col-md-6">
<div class="col-xs-12 col-md-4 mb-3">
<mat-card
class="mb-3"
[ngClass]="{ 'active': user?.subscription?.type === 'Trial' }"
class="d-flex flex-column h-100"
[ngClass]="{ 'active': user?.subscription?.type === 'Basic' }"
>
<h4 class="align-items-center d-flex" i18n>
Diamond
<ion-icon
class="ml-1 text-muted"
name="diamond-outline"
></ion-icon>
</h4>
<p>
Get a fully managed <strong>Ghostfolio</strong> cloud offering.
</p>
<ul class="list-unstyled mb-3">
<li class="align-items-center d-flex mb-1">
<div class="flex-grow-1">
<h4 class="align-items-center d-flex" i18n>Basic</h4>
<p>
For new investors who are just getting started with trading.
</p>
<ul class="list-unstyled mb-3">
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Unlimited Transactions</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Performance</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Zen Mode</span>
</li>
<li>
<ion-icon
class="invisible"
name="checkmark-circle-outline"
></ion-icon>
</li>
<li>
<ion-icon
class="invisible"
name="checkmark-circle-outline"
></ion-icon>
</li>
</ul>
</div>
<p>Fully managed <strong>Ghostfolio</strong> cloud offering.</p>
<p class="h5 text-right">Free</p>
</mat-card>
</div>
<div class="col-xs-12 col-md-4 mb-3">
<mat-card
class="d-flex flex-column h-100"
[ngClass]="{ 'active': user?.subscription?.type === 'Premium' }"
>
<div class="flex-grow-1">
<h4 class="align-items-center d-flex" i18n>
Premium
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
class="ml-1 text-muted"
name="diamond-outline"
></ion-icon>
<span>Portfolio Performance</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Summary</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Unlimited Transactions</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Advanced Insights</span>
</li>
</ul>
</h4>
<p>
For ambitious investors who need the full picture of their
financial assets.
</p>
<ul class="list-unstyled mb-3">
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Unlimited Transactions</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Performance</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Zen Mode</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Portfolio Summary</span>
</li>
<li class="align-items-center d-flex mb-1">
<ion-icon
class="mr-1 text-muted"
name="checkmark-circle-outline"
></ion-icon>
<span>Advanced Insights</span>
</li>
</ul>
</div>
<p>Fully managed <strong>Ghostfolio</strong> cloud offering.</p>
<p class="h5 text-right">
<span class="font-weight-normal"
>{{ user?.settings.baseCurrency || baseCurrency }}
<strong>2.99</strong>
<strong>0.00</strong>
<del class="ml-1 text-muted">3.99</del> / Month</span
>
</p>
@ -99,4 +188,12 @@
</div>
</div>
</div>
<div *ngIf="!user" class="row">
<div class="col mt-3 text-center">
<a color="primary" i18n mat-flat-button [routerLink]="['/register']">
Get Started
</a>
<p class="text-muted"><small>It's free</small></p>
</div>
</div>
</div>

View File

@ -1,6 +1,8 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { RouterModule } from '@angular/router';
import { PricingPageRoutingModule } from './pricing-page-routing.module';
import { PricingPageComponent } from './pricing-page.component';
@ -8,7 +10,13 @@ import { PricingPageComponent } from './pricing-page.component';
@NgModule({
declarations: [PricingPageComponent],
exports: [],
imports: [CommonModule, MatCardModule, PricingPageRoutingModule],
imports: [
CommonModule,
MatButtonModule,
MatCardModule,
PricingPageRoutingModule,
RouterModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})

View File

@ -2,6 +2,15 @@
color: rgb(var(--dark-primary-text));
display: block;
a {
color: rgba(var(--palette-primary-500), 1);
font-weight: bold;
&:hover {
color: rgba(var(--palette-primary-300), 1);
}
}
.mat-card {
&.active {
border-color: rgba(var(--palette-primary-500), 1);
@ -11,4 +20,8 @@
:host-context(.is-dark-theme) {
color: rgb(var(--light-primary-text));
a {
color: rgb(var(--light-primary-text));
}
}

View File

@ -0,0 +1,15 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { RegisterPageComponent } from './register-page.component';
const routes: Routes = [
{ path: '', component: RegisterPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class RegisterPageRoutingModule {}

View File

@ -0,0 +1,98 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { Router } from '@angular/router';
import { LineChartItem } from '@ghostfolio/client/components/line-chart/interfaces/line-chart.interface';
import { DataService } from '@ghostfolio/client/services/data.service';
import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { format } from 'date-fns';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { ShowAccessTokenDialog } from './show-access-token-dialog/show-access-token-dialog.component';
@Component({
selector: 'gf-register-page',
templateUrl: './register-page.html',
styleUrls: ['./register-page.scss']
})
export class RegisterPageComponent implements OnDestroy, OnInit {
public currentYear = format(new Date(), 'yyyy');
public demoAuthToken: string;
public hasPermissionForSocialLogin: boolean;
public historicalDataItems: LineChartItem[];
private unsubscribeSubject = new Subject<void>();
/**
* @constructor
*/
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private dialog: MatDialog,
private router: Router,
private tokenStorageService: TokenStorageService
) {
this.tokenStorageService.signOut();
}
/**
* Initializes the controller
*/
public ngOnInit() {
this.dataService
.fetchInfo()
.subscribe(({ demoAuthToken, globalPermissions }) => {
this.demoAuthToken = demoAuthToken;
this.hasPermissionForSocialLogin = hasPermission(
globalPermissions,
permissions.enableSocialLogin
);
this.changeDetectorRef.markForCheck();
});
}
public async createAccount() {
this.dataService
.postUser()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ accessToken, authToken }) => {
this.openShowAccessTokenDialog(accessToken, authToken);
});
}
public openShowAccessTokenDialog(
accessToken: string,
authToken: string
): void {
const dialogRef = this.dialog.open(ShowAccessTokenDialog, {
data: {
accessToken,
authToken
},
disableClose: true,
width: '30rem'
});
dialogRef.afterClosed().subscribe((data) => {
if (data?.authToken) {
this.tokenStorageService.saveToken(authToken);
this.router.navigate(['/']);
}
});
}
public setToken(aToken: string) {
this.tokenStorageService.saveToken(aToken);
this.router.navigate(['/']);
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,30 @@
<div class="container">
<div class="row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3 text-center" i18n>
Create your Ghostfolio account
</h3>
<mat-card class="mb-4">
<mat-card-content class="text-center">
<button
class="d-inline-block"
color="primary"
i18n
mat-flat-button
[disabled]="!demoAuthToken"
(click)="createAccount()"
>
Create Account
</button>
<ng-container *ngIf="hasPermissionForSocialLogin">
<div class="my-3 text-muted" i18n>or</div>
<a color="accent" href="/api/auth/google" mat-flat-button
><ion-icon class="mr-1" name="logo-google"></ion-icon
><span i18n>Continue with Google</span></a
>
</ng-container>
</mat-card-content>
</mat-card>
</div>
</div>
</div>

View File

@ -1,27 +1,27 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { RouterModule } from '@angular/router';
import { GfLineChartModule } from '@ghostfolio/client/components/line-chart/line-chart.module';
import { GfLogoModule } from '@ghostfolio/client/components/logo/logo.module';
import { LoginPageRoutingModule } from './login-page-routing.module';
import { LoginPageComponent } from './login-page.component';
import { RegisterPageRoutingModule } from './register-page-routing.module';
import { RegisterPageComponent } from './register-page.component';
import { ShowAccessTokenDialogModule } from './show-access-token-dialog/show-access-token-dialog.module';
@NgModule({
declarations: [LoginPageComponent],
declarations: [RegisterPageComponent],
exports: [],
imports: [
CommonModule,
GfLineChartModule,
GfLogoModule,
LoginPageRoutingModule,
MatButtonModule,
MatCardModule,
RegisterPageRoutingModule,
RouterModule,
ShowAccessTokenDialogModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class LoginPageModule {}
export class RegisterPageModule {}

View File

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

View File

@ -7,7 +7,7 @@ import {
import { MAT_DIALOG_DATA } from '@angular/material/dialog';
@Component({
selector: 'show-access-token-dialog',
selector: 'gf-show-access-token-dialog',
changeDetection: ChangeDetectionStrategy.OnPush,
styleUrls: ['./show-access-token-dialog.scss'],
templateUrl: 'show-access-token-dialog.html'

View File

@ -1,5 +1,5 @@
import { ClipboardModule } from '@angular/cdk/clipboard';
import { CdkTextareaAutosize, TextFieldModule } from '@angular/cdk/text-field';
import { TextFieldModule } from '@angular/cdk/text-field';
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';

View File

@ -3,6 +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 { UNKNOWN_KEY } from '@ghostfolio/common/config';
import {
PortfolioItem,
PortfolioPosition,
@ -21,6 +22,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
public accounts: {
[symbol: string]: Pick<PortfolioPosition, 'name'> & { value: number };
};
public continents: {
[code: string]: { name: string; value: number };
};
public countries: {
[code: string]: { name: string; value: number };
};
public deviceType: string;
public period = 'current';
public periodOptions: ToggleOption[] = [
@ -97,6 +104,18 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
aPeriod: string
) {
this.accounts = {};
this.continents = {
[UNKNOWN_KEY]: {
name: UNKNOWN_KEY,
value: 0
}
};
this.countries = {
[UNKNOWN_KEY]: {
name: UNKNOWN_KEY,
value: 0
}
};
this.positions = {};
this.positionsArray = [];
@ -122,11 +141,53 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
aPeriod === 'original' ? original : current;
} else {
this.accounts[account] = {
value: aPeriod === 'original' ? original : current,
name: account
name: account,
value: aPeriod === 'original' ? original : current
};
}
}
if (position.countries.length > 0) {
for (const country of position.countries) {
const { code, continent, name, weight } = country;
if (this.continents[continent]?.value) {
this.continents[continent].value += weight * position.value;
} else {
this.continents[continent] = {
name: continent,
value:
weight *
(aPeriod === 'original'
? this.portfolioPositions[symbol].investment
: this.portfolioPositions[symbol].value)
};
}
if (this.countries[code]?.value) {
this.countries[code].value += weight * position.value;
} else {
this.countries[code] = {
name,
value:
weight *
(aPeriod === 'original'
? this.portfolioPositions[symbol].investment
: this.portfolioPositions[symbol].value)
};
}
}
} else {
this.continents[UNKNOWN_KEY].value +=
aPeriod === 'original'
? this.portfolioPositions[symbol].investment
: this.portfolioPositions[symbol].value;
this.countries[UNKNOWN_KEY].value +=
aPeriod === 'original'
? this.portfolioPositions[symbol].investment
: this.portfolioPositions[symbol].value;
}
}
}

View File

@ -146,6 +146,50 @@
</mat-card-content>
</mat-card>
</div>
<div class="col-md-6">
<mat-card class="mb-3">
<mat-card-header class="w-100">
<mat-card-title i18n>By Continent</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
key="name"
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="false"
[locale]="user?.settings?.locale"
[positions]="continents"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-6">
<mat-card class="mb-3">
<mat-card-header class="w-100">
<mat-card-title i18n>By Country</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
key="name"
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="false"
[locale]="user?.settings?.locale"
[positions]="countries"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="d-block d-sm-none row">
<div class="col-lg">
@ -167,7 +211,28 @@
</mat-card>
</div>
</div>
<div *ngIf="!hasImpersonationId" class="d-none d-sm-block row">
<div class="row world-map-chart">
<div class="col-lg">
<mat-card class="mb-3">
<mat-card-header class="w-100">
<mat-card-title i18n>Global Heat Map</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-world-map-chart
[baseCurrency]="user?.settings?.baseCurrency"
[countries]="countries"
></gf-world-map-chart>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row">
<div class="col-lg">
<mat-card class="mb-3">
<mat-card-header>

View File

@ -6,6 +6,7 @@ import { PortfolioPositionsChartModule } from '@ghostfolio/client/components/por
import { PortfolioProportionChartModule } from '@ghostfolio/client/components/portfolio-proportion-chart/portfolio-proportion-chart.module';
import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
import { AnalysisPageRoutingModule } from './analysis-page-routing.module';
import { AnalysisPageComponent } from './analysis-page.component';
@ -19,6 +20,7 @@ import { AnalysisPageComponent } from './analysis-page.component';
GfInvestmentChartModule,
GfPositionsTableModule,
GfToggleModule,
GfWorldMapChartModule,
MatCardModule,
PortfolioPositionsChartModule,
PortfolioProportionChartModule

View File

@ -7,6 +7,14 @@
}
}
.world-map-chart {
.mat-card {
.mat-card-content {
aspect-ratio: 16 / 9;
}
}
}
.mat-card {
.mat-card-header {
::ng-deep {

View File

@ -9,9 +9,14 @@
portfolio.
</p>
<p class="text-right">
<button color="primary" i18n mat-button [routerLink]="['/analysis']">
<a
color="primary"
i18n
mat-button
[routerLink]="['/tools', 'analysis']"
>
Open Analysis →
</button>
</a>
</p>
</mat-card>
</div>
@ -23,9 +28,14 @@
risks in your portfolio.
</p>
<p class="text-right">
<button color="primary" i18n mat-button [routerLink]="['/report']">
<a
color="primary"
i18n
mat-button
[routerLink]="['/tools', 'report']"
>
Open X-ray →
</button>
</a>
</p>
</mat-card>
</div>

View File

@ -1,12 +1,14 @@
import { Injectable } from '@angular/core';
import { UserService } from './user/user.service';
const TOKEN_KEY = 'auth-token';
@Injectable({
providedIn: 'root'
})
export class TokenStorageService {
public constructor() {}
public constructor(private userService: UserService) {}
public getToken(): string {
return window.localStorage.getItem(TOKEN_KEY);
@ -22,6 +24,8 @@ export class TokenStorageService {
window.localStorage.clear();
this.userService.remove();
if (utmSource) {
window.localStorage.setItem('utm_source', utmSource);
}

View File

@ -6,18 +6,22 @@
http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
<url>
<loc>https://ghostfol.io</loc>
<lastmod>2021-05-14T20:24:46+00:00</lastmod>
<lastmod>2021-06-03T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/about</loc>
<lastmod>2021-05-14T20:24:46+00:00</lastmod>
<lastmod>2021-06-03T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/pricing</loc>
<lastmod>2021-05-14T20:24:46+00:00</lastmod>
<lastmod>2021-06-03T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/register</loc>
<lastmod>2021-06-03T00:00:00+00:00</lastmod>
</url>
<url>
<loc>https://ghostfol.io/resources</loc>
<lastmod>2021-05-14T20:24:46+00:00</lastmod>
<lastmod>2021-06-03T00:00:00+00:00</lastmod>
</url>
</urlset>

View File

@ -4,6 +4,8 @@
@import '~angular-material-css-vars/main';
@import '~svgmap/dist/svgMap';
$mat-css-dark-theme-selector: '.is-dark-theme';
$mat-css-light-theme-selector: '.is-light-theme';
@ -126,14 +128,16 @@ ngx-skeleton-loader {
}
}
.mat-card-header-text {
margin: 0 !important;
.mat-card {
&:not([class*='mat-elevation-z']) {
border: 1px solid
rgba(var(--dark-primary-text), var(--palette-foreground-divider-alpha));
box-shadow: none;
}
}
.mat-card:not([class*='mat-elevation-z']) {
border: 1px solid
rgba(var(--dark-primary-text), var(--palette-foreground-divider-alpha));
box-shadow: none;
.mat-card-header-text {
margin: 0 !important;
}
.mat-row {
@ -151,3 +155,7 @@ ngx-skeleton-loader {
.no-min-width {
min-width: unset !important;
}
.text-decoration-underline {
text-decoration: underline !important;
}

View File

@ -1,13 +1,17 @@
import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
import { Currency } from '@prisma/client';
import { DataSource } from '@prisma/client';
export const baseCurrency = Currency.CHF;
export const benchmarks = ['VOO'];
export const benchmarks: Partial<IDataGatheringItem>[] = [
{ dataSource: DataSource.YAHOO, symbol: 'VOO' }
];
export const currencyPairs = [
`${Currency.USD}${Currency.EUR}`,
`${Currency.USD}${Currency.GBP}`,
`${Currency.USD}${Currency.CHF}`
export const currencyPairs: Partial<IDataGatheringItem>[] = [
{ dataSource: DataSource.YAHOO, symbol: `${Currency.USD}${Currency.EUR}` },
{ dataSource: DataSource.YAHOO, symbol: `${Currency.USD}${Currency.GBP}` },
{ dataSource: DataSource.YAHOO, symbol: `${Currency.USD}${Currency.CHF}` }
];
export const ghostfolioScraperApiSymbolPrefix = '_GF_';

View File

@ -0,0 +1,6 @@
export interface Country {
code: string;
continent: string;
name: string;
weight: number;
}

View File

@ -1,12 +1,15 @@
import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
import { Currency } from '@prisma/client';
import { Country } from './country.interface';
export interface PortfolioPosition {
accounts: {
[name: string]: { current: number; original: number };
};
allocationCurrent: number;
allocationInvestment: number;
countries: Country[];
currency: Currency;
exchange?: string;
grossPerformance: number;
@ -24,4 +27,5 @@ export interface PortfolioPosition {
symbol: string;
type?: string;
url?: string;
value: number;
}

View File

@ -1,6 +1,11 @@
import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
import { Account, Settings, User } from '@prisma/client';
export type UserWithSettings = User & {
Account: Account[];
Settings: Settings;
subscription?: {
expiresAt?: Date;
type: SubscriptionType;
};
};

View File

@ -11,7 +11,7 @@ export interface User {
permissions: string[];
settings: UserSettings;
subscription: {
expiresAt: Date;
type: 'Trial';
expiresAt?: Date;
type: 'Basic' | 'Premium';
};
}

View File

@ -1,5 +1,8 @@
import { Account, Order, Platform } from '@prisma/client';
import { Account, Order, Platform, SymbolProfile } from '@prisma/client';
type AccountWithPlatform = Account & { Platform?: Platform };
export type OrderWithAccount = Order & { Account?: AccountWithPlatform };
export type OrderWithAccount = Order & {
Account?: AccountWithPlatform;
SymbolProfile?: SymbolProfile;
};

View File

@ -0,0 +1,4 @@
export enum SubscriptionType {
Basic = 'Basic',
Premium = 'Premium'
}

View File

@ -1,6 +1,6 @@
{
"name": "ghostfolio",
"version": "1.8.0",
"version": "1.13.0",
"homepage": "https://ghostfol.io",
"license": "AGPL-3.0",
"scripts": {
@ -18,7 +18,7 @@
"database:format-schema": "prisma format",
"database:generate-typings": "prisma generate",
"database:gui": "prisma studio",
"database:push": "prisma db push --preview-feature",
"database:push": "prisma db push",
"database:seed": "prisma db seed --preview-feature",
"dep-graph": "nx dep-graph",
"e2e": "ng e2e",
@ -65,7 +65,7 @@
"@nestjs/schedule": "0.4.1",
"@nestjs/serve-static": "2.1.4",
"@nrwl/angular": "12.0.0",
"@prisma/client": "2.20.1",
"@prisma/client": "2.24.1",
"@types/lodash": "4.14.168",
"alphavantage": "2.2.0",
"angular-material-css-vars": "1.1.2",
@ -79,6 +79,7 @@
"cheerio": "1.0.0-rc.6",
"class-transformer": "0.3.2",
"class-validator": "0.13.1",
"countries-list": "2.6.1",
"countup.js": "2.0.7",
"cryptocurrencies": "7.0.0",
"date-fns": "2.19.0",
@ -92,10 +93,11 @@
"passport": "0.4.1",
"passport-google-oauth20": "2.0.0",
"passport-jwt": "4.0.0",
"prisma": "2.20.1",
"prisma": "2.24.1",
"reflect-metadata": "0.1.13",
"round-to": "5.0.0",
"rxjs": "6.6.7",
"svgmap": "2.1.1",
"uuid": "8.3.2",
"yahoo-finance": "0.3.6",
"zone.js": "0.11.4"

View File

@ -0,0 +1,171 @@
-- CreateEnum
CREATE TYPE "AccountType" AS ENUM ('SECURITIES');
-- CreateEnum
CREATE TYPE "Currency" AS ENUM ('CHF', 'EUR', 'USD', 'GBP');
-- CreateEnum
CREATE TYPE "DataSource" AS ENUM ('GHOSTFOLIO', 'RAKUTEN', 'YAHOO', 'ALPHA_VANTAGE');
-- CreateEnum
CREATE TYPE "ViewMode" AS ENUM ('DEFAULT', 'ZEN');
-- CreateEnum
CREATE TYPE "Provider" AS ENUM ('GOOGLE', 'ANONYMOUS');
-- CreateEnum
CREATE TYPE "Role" AS ENUM ('USER', 'ADMIN', 'DEMO');
-- CreateEnum
CREATE TYPE "Type" AS ENUM ('BUY', 'SELL');
-- CreateTable
CREATE TABLE "Access" (
"granteeUserId" TEXT NOT NULL,
"id" TEXT NOT NULL,
"userId" TEXT NOT NULL,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
PRIMARY KEY ("id","userId")
);
-- CreateTable
CREATE TABLE "Account" (
"accountType" "AccountType" NOT NULL DEFAULT E'SECURITIES',
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"id" TEXT NOT NULL,
"isDefault" BOOLEAN NOT NULL DEFAULT false,
"name" TEXT,
"platformId" TEXT,
"updatedAt" TIMESTAMP(3) NOT NULL,
"userId" TEXT NOT NULL,
PRIMARY KEY ("id","userId")
);
-- CreateTable
CREATE TABLE "Analytics" (
"updatedAt" TIMESTAMP(3) NOT NULL,
"userId" TEXT NOT NULL,
"activityCount" INTEGER NOT NULL DEFAULT 0,
PRIMARY KEY ("userId")
);
-- CreateTable
CREATE TABLE "MarketData" (
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"date" TIMESTAMP(3) NOT NULL,
"id" TEXT NOT NULL,
"symbol" TEXT NOT NULL,
"marketPrice" DOUBLE PRECISION NOT NULL
);
-- CreateTable
CREATE TABLE "Order" (
"currency" "Currency" NOT NULL,
"date" TIMESTAMP(3) NOT NULL,
"fee" DOUBLE PRECISION NOT NULL,
"id" TEXT NOT NULL,
"quantity" DOUBLE PRECISION NOT NULL,
"symbol" TEXT NOT NULL,
"type" "Type" NOT NULL,
"unitPrice" DOUBLE PRECISION NOT NULL,
"userId" TEXT NOT NULL,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
"accountId" TEXT,
"accountUserId" TEXT,
"dataSource" "DataSource" NOT NULL DEFAULT E'YAHOO',
PRIMARY KEY ("id","userId")
);
-- CreateTable
CREATE TABLE "Platform" (
"id" TEXT NOT NULL,
"name" TEXT,
"url" TEXT NOT NULL,
PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "Property" (
"key" TEXT NOT NULL,
"value" TEXT NOT NULL,
PRIMARY KEY ("key")
);
-- CreateTable
CREATE TABLE "Settings" (
"currency" "Currency",
"updatedAt" TIMESTAMP(3) NOT NULL,
"userId" TEXT NOT NULL,
"viewMode" "ViewMode",
PRIMARY KEY ("userId")
);
-- CreateTable
CREATE TABLE "Subscription" (
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"expiresAt" TIMESTAMP(3) NOT NULL,
"id" TEXT NOT NULL,
"updatedAt" TIMESTAMP(3) NOT NULL,
"userId" TEXT NOT NULL,
PRIMARY KEY ("id","userId")
);
-- CreateTable
CREATE TABLE "User" (
"id" TEXT NOT NULL,
"provider" "Provider",
"thirdPartyId" TEXT,
"accessToken" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"role" "Role" NOT NULL DEFAULT E'USER',
"updatedAt" TIMESTAMP(3) NOT NULL,
"alias" TEXT,
PRIMARY KEY ("id")
);
-- CreateIndex
CREATE UNIQUE INDEX "MarketData.date_symbol_unique" ON "MarketData"("date", "symbol");
-- CreateIndex
CREATE INDEX "MarketData.symbol_index" ON "MarketData"("symbol");
-- CreateIndex
CREATE UNIQUE INDEX "Platform.url_unique" ON "Platform"("url");
-- AddForeignKey
ALTER TABLE "Access" ADD FOREIGN KEY ("granteeUserId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Access" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Account" ADD FOREIGN KEY ("platformId") REFERENCES "Platform"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Account" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Analytics" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Order" ADD FOREIGN KEY ("accountId", "accountUserId") REFERENCES "Account"("id", "userId") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Order" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Settings" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "Subscription" ADD FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

View File

@ -0,0 +1,21 @@
-- AlterTable
ALTER TABLE "Order" ADD COLUMN "symbolProfileId" TEXT;
-- CreateTable
CREATE TABLE "SymbolProfile" (
"countries" JSONB,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"dataSource" "DataSource" NOT NULL,
"id" TEXT NOT NULL,
"name" TEXT,
"updatedAt" TIMESTAMP(3) NOT NULL,
"symbol" TEXT NOT NULL,
PRIMARY KEY ("id")
);
-- CreateIndex
CREATE UNIQUE INDEX "SymbolProfile.dataSource_symbol_unique" ON "SymbolProfile"("dataSource", "symbol");
-- AddForeignKey
ALTER TABLE "Order" ADD FOREIGN KEY ("symbolProfileId") REFERENCES "SymbolProfile"("id") ON DELETE SET NULL ON UPDATE CASCADE;

View File

@ -0,0 +1,3 @@
# Please do not edit this file manually
# It should be added in your version-control system (i.e. Git)
provider = "postgresql"

View File

@ -59,22 +59,24 @@ model MarketData {
}
model Order {
Account Account? @relation(fields: [accountId, accountUserId], references: [id, userId])
accountId String?
accountUserId String?
createdAt DateTime @default(now())
currency Currency
dataSource DataSource @default(YAHOO)
date DateTime
fee Float
id String @default(uuid())
quantity Float
symbol String
type Type
unitPrice Float
updatedAt DateTime @updatedAt
User User @relation(fields: [userId], references: [id])
userId String
Account Account? @relation(fields: [accountId, accountUserId], references: [id, userId])
accountId String?
accountUserId String?
createdAt DateTime @default(now())
currency Currency
dataSource DataSource @default(YAHOO)
date DateTime
fee Float
id String @default(uuid())
quantity Float
symbol String
SymbolProfile SymbolProfile? @relation(fields: [symbolProfileId], references: [id])
symbolProfileId String?
type Type
unitPrice Float
updatedAt DateTime @updatedAt
User User @relation(fields: [userId], references: [id])
userId String
@@id([id, userId])
}
@ -99,21 +101,46 @@ model Settings {
userId String @id
}
model SymbolProfile {
countries Json?
createdAt DateTime @default(now())
dataSource DataSource
id String @id @default(uuid())
name String?
Order Order[]
updatedAt DateTime @updatedAt
symbol String
@@unique([dataSource, symbol])
}
model Subscription {
createdAt DateTime @default(now())
expiresAt DateTime
id String @default(uuid())
updatedAt DateTime @updatedAt
User User @relation(fields: [userId], references: [id])
userId String
@@id([id, userId])
}
model User {
Access Access[] @relation("accessGet")
AccessGive Access[] @relation(name: "accessGive")
Access Access[] @relation("accessGet")
AccessGive Access[] @relation(name: "accessGive")
accessToken String?
Account Account[]
alias String?
Analytics Analytics?
createdAt DateTime @default(now())
id String @id @default(uuid())
createdAt DateTime @default(now())
id String @id @default(uuid())
Order Order[]
provider Provider?
role Role @default(USER)
role Role @default(USER)
Settings Settings?
Subscription Subscription[]
thirdPartyId String?
updatedAt DateTime @updatedAt
updatedAt DateTime @updatedAt
}
enum AccountType {

View File

@ -1,6 +1,7 @@
import {
AccountType,
Currency,
DataSource,
PrismaClient,
Role,
Type
@ -135,17 +136,47 @@ async function main() {
where: { id: '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f' }
});
await prisma.symbolProfile.createMany({
data: [
{
countries: [{ code: 'US', weight: 1 }],
dataSource: DataSource.YAHOO,
id: '2bd26362-136e-411c-b578-334084b4cdcc',
symbol: 'AMZN'
},
{
countries: [{ code: 'US', weight: 1 }],
dataSource: DataSource.YAHOO,
id: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e',
symbol: 'TSLA'
},
{
countries: [
{ code: 'US', weight: 0.9886789999999981 },
{ code: 'NL', weight: 0.000203 },
{ code: 'CA', weight: 0.000362 }
],
dataSource: DataSource.YAHOO,
id: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
symbol: 'VTI'
}
],
skipDuplicates: true
});
await prisma.order.createMany({
data: [
{
accountId: '65cfb79d-b6c7-4591-9d46-73426bc62094',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2017, 0, 3, 0, 0, 0)),
fee: 30,
id: 'cf7c0418-8535-4089-ae3d-5dbfa0aec2e1',
quantity: 50,
symbol: 'TSLA',
symbolProfileId: 'd1ee9681-fb21-4f99-a3b7-afd4fc04df2e',
type: Type.BUY,
unitPrice: 42.97,
userId: userDemo.id
@ -154,6 +185,7 @@ async function main() {
accountId: 'd804de69-0429-42dc-b6ca-b308fd7dd926',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2017, 7, 16, 0, 0, 0)),
fee: 29.9,
id: 'a1c5d73a-8631-44e5-ac44-356827a5212c',
@ -167,11 +199,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2018, 9, 1, 0, 0, 0)),
fee: 80.79,
id: '71c08e2a-4a86-44ae-a890-c337de5d5f9b',
quantity: 5,
symbol: 'AMZN',
symbolProfileId: '2bd26362-136e-411c-b578-334084b4cdcc',
type: Type.BUY,
unitPrice: 2021.99,
userId: userDemo.id
@ -180,11 +214,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2019, 2, 1, 0, 0, 0)),
fee: 19.9,
id: '385f2c2c-d53e-4937-b0e5-e92ef6020d4e',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
type: Type.BUY,
unitPrice: 144.38,
userId: userDemo.id
@ -193,11 +229,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2019, 8, 3, 0, 0, 0)),
fee: 19.9,
id: '185f2c2c-d53e-4937-b0e5-a93ef6020d4e',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
type: Type.BUY,
unitPrice: 147.99,
userId: userDemo.id
@ -206,11 +244,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 2, 2, 0, 0, 0)),
fee: 19.9,
id: '347b0430-a84f-4031-a0f9-390399066ad6',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
type: Type.BUY,
unitPrice: 151.41,
userId: userDemo.id
@ -219,11 +259,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 8, 1, 0, 0, 0)),
fee: 19.9,
id: '67ec3f47-3189-4b63-ba05-60d3a06b302f',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
type: Type.BUY,
unitPrice: 177.69,
userId: userDemo.id
@ -232,11 +274,13 @@ async function main() {
accountId: '480269ce-e12a-4fd1-ac88-c4b0ff3f899c',
accountUserId: userDemo.id,
currency: Currency.USD,
dataSource: DataSource.YAHOO,
date: new Date(Date.UTC(2020, 2, 1, 0, 0, 0)),
fee: 19.9,
id: 'd01c6fbc-fa8d-47e6-8e80-66f882d2bfd2',
quantity: 10,
symbol: 'VTI',
symbolProfileId: '7d9c8540-061e-4e7e-b019-0d0f4a84e796',
type: Type.BUY,
unitPrice: 203.15,
userId: userDemo.id

View File

@ -2081,22 +2081,22 @@
consola "^2.15.0"
node-fetch "^2.6.1"
"@prisma/client@2.20.1":
version "2.20.1"
resolved "https://registry.yarnpkg.com/@prisma/client/-/client-2.20.1.tgz#45e7bade3a1b58972fc35e511578e313ead18770"
integrity sha512-/IYPubBi55rNMHfE0wwglA6eTWEZD77oz+x+3Mm9ji2lDKdS1lnYKZ0wZX0E3AB8gTNL/zsGtfzmfjgn3ePyIw==
"@prisma/client@2.24.1":
version "2.24.1"
resolved "https://registry.yarnpkg.com/@prisma/client/-/client-2.24.1.tgz#c4f26fb4d768dd52dd20a17e626f10e69cc0b85c"
integrity sha512-vllhf36g3oI98GF1Q5IPmnR5MYzBPeCcl/Xiz6EAi4DMOxE069o9ka5BAqYbUG2USx8JuKw09QdMnDrp3Kyn8g==
dependencies:
"@prisma/engines-version" "2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e"
"@prisma/engines-version" "2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4"
"@prisma/engines-version@2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e":
version "2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e"
resolved "https://registry.yarnpkg.com/@prisma/engines-version/-/engines-version-2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e.tgz#1189f0a7e682f500015446cfe2b34d2753452190"
integrity sha512-fJhbGZXm2SPs/RsI79Ew4SFe+6QmChNdgU2I/SIjmU18bUgK8f1TBEWnVtFdBqEDHYPGxbpaianF7lp04KN7EA==
"@prisma/engines-version@2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4":
version "2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4"
resolved "https://registry.yarnpkg.com/@prisma/engines-version/-/engines-version-2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4.tgz#2c5813ef98bcbe659b18b521f002f5c8aabbaae2"
integrity sha512-60Do+ByVfHnhJ2id5h/lXOZnDQNIf5pz3enkKWOmyr744Z2IxkBu65jRckFfMN5cPtmXDre/Ay/GKm0aoeLwrw==
"@prisma/engines@2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e":
version "2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e"
resolved "https://registry.yarnpkg.com/@prisma/engines/-/engines-2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e.tgz#18f23c4a8a335a93fd338f88c310f5cf120f5591"
integrity sha512-zOWETm7DTRvlwf/CekPNSeJe6EC5bn2IFexd74wM9zgBXCZo+1sMDuNGtCqIt4Rzv8CcimEgyzrEFVq0LPV8qg==
"@prisma/engines@2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4":
version "2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4"
resolved "https://registry.yarnpkg.com/@prisma/engines/-/engines-2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4.tgz#7e542d510f0c03f41b73edbb17254f5a0b272a4d"
integrity sha512-29/xO9kqeQka+wN5Ev10l5L4XQXNVXdPToJs1M29VZ2imQsNsL4rtz26m3qGM54IoGWwwfTVdvuVRxKnDl2rig==
"@samverschueren/stream-to-observable@^0.3.0":
version "0.3.1"
@ -4698,6 +4698,11 @@ cosmiconfig@^7.0.0:
path-type "^4.0.0"
yaml "^1.10.0"
countries-list@2.6.1:
version "2.6.1"
resolved "https://registry.yarnpkg.com/countries-list/-/countries-list-2.6.1.tgz#d479757ac873b1e596ccea0a925962d20396c0cb"
integrity sha512-jXM1Nv3U56dPQ1DsUSsEaGmLHburo4fnB7m+1yhWDUVvx5gXCd1ok/y3gXCjXzhqyawG+igcPYcAl4qjkvopaQ==
countup.js@2.0.7:
version "2.0.7"
resolved "https://registry.yarnpkg.com/countup.js/-/countup.js-2.0.7.tgz#56b72a87fc0ee3cadb38356c246ccac88fb0a8cc"
@ -10702,12 +10707,12 @@ pretty-format@26.x, pretty-format@^26.0.0, pretty-format@^26.6.2:
ansi-styles "^4.0.0"
react-is "^17.0.1"
prisma@2.20.1:
version "2.20.1"
resolved "https://registry.yarnpkg.com/prisma/-/prisma-2.20.1.tgz#28c52135523e0853258cd4ca7e883e9e4b5a9d40"
integrity sha512-zyPvJSUfJrmciP2D/4aUrsyIefiH8AIJUeuq1a0X1df1AFw9QQ+ata/7VQdoP+RIQHnCb6Kln9kqfUw/fieljw==
prisma@2.24.1:
version "2.24.1"
resolved "https://registry.yarnpkg.com/prisma/-/prisma-2.24.1.tgz#f8f4cb8baf407a71800256160277f69603bd43a3"
integrity sha512-L+ykMpttbWzpTNsy+PPynnEX/mS1s5zs49euXBrMjxXh1M6/f9MYlTNAj+iP90O9ZSaURSpNa+1jzatPghqUcQ==
dependencies:
"@prisma/engines" "2.20.0-26.60ba6551f29b17d7d6ce479e5733c70d9c00860e"
"@prisma/engines" "2.24.1-2.18095475d5ee64536e2f93995e48ad800737a9e4"
prismjs@^1.23.0:
version "1.23.0"
@ -12377,6 +12382,18 @@ supports-hyperlinks@^2.0.0:
has-flag "^4.0.0"
supports-color "^7.0.0"
svg-pan-zoom@^3.6.1:
version "3.6.1"
resolved "https://registry.yarnpkg.com/svg-pan-zoom/-/svg-pan-zoom-3.6.1.tgz#f880a1bb32d18e9c625d7715350bebc269b450cf"
integrity sha512-JaKkGHHfGvRrcMPdJWkssLBeWqM+Isg/a09H7kgNNajT1cX5AztDTNs+C8UzpCxjCTRrG34WbquwaovZbmSk9g==
svgmap@2.1.1:
version "2.1.1"
resolved "https://registry.yarnpkg.com/svgmap/-/svgmap-2.1.1.tgz#355c259cf4e04b20d2d39bab05d0e718ade942ff"
integrity sha512-1blZYMYDXq8H3xykzgBJRh5q+XPd5JLOJ8K7UuZI6ab2D3hngiVcr+Z1olfy7DH9Xf9AOCTpt4Id7iVD8cKD0A==
dependencies:
svg-pan-zoom "^3.6.1"
svgo@^1.0.0:
version "1.3.2"
resolved "https://registry.yarnpkg.com/svgo/-/svgo-1.3.2.tgz#b6dc511c063346c9e415b81e43401145b96d4167"