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31
.travis.yml
31
.travis.yml
@ -3,9 +3,28 @@ git:
|
||||
depth: false
|
||||
node_js:
|
||||
- 14
|
||||
before_script:
|
||||
- yarn
|
||||
script:
|
||||
- yarn format:check
|
||||
- yarn test
|
||||
- yarn build:all
|
||||
|
||||
services:
|
||||
- docker
|
||||
|
||||
cache: yarn
|
||||
|
||||
if: (type = pull_request) OR (tag IS present)
|
||||
|
||||
jobs:
|
||||
include:
|
||||
- stage: Install dependencies
|
||||
if: type = pull_request
|
||||
script: yarn --frozen-lockfile
|
||||
- stage: Check formatting
|
||||
if: type = pull_request
|
||||
script: yarn format:check
|
||||
- stage: Execute tests
|
||||
if: type = pull_request
|
||||
script: yarn test
|
||||
- stage: Build application
|
||||
if: type = pull_request
|
||||
script: yarn build:all
|
||||
- stage: Build and publish docker image
|
||||
if: tag IS present
|
||||
script: ./publish-docker-image.sh
|
||||
|
56
CHANGELOG.md
56
CHANGELOG.md
@ -5,6 +5,62 @@ 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).
|
||||
|
||||
## 1.93.0 - 21.12.2021
|
||||
|
||||
### Added
|
||||
|
||||
- Added support for cryptocurrency _Solana_ (`SOL-USD`)
|
||||
- Extended the documentation for self-hosting with the [official Ghostfolio Docker image](https://hub.docker.com/r/ghostfolio/ghostfolio)
|
||||
|
||||
### Fixed
|
||||
|
||||
- Converted errors to warnings in portfolio calculator
|
||||
|
||||
## 1.92.0 - 19.12.2021
|
||||
|
||||
### Added
|
||||
|
||||
- Added a line chart to the historical data view in the admin control panel
|
||||
- Supported the update of historical data in the admin control panel
|
||||
|
||||
### Fixed
|
||||
|
||||
- Improved the redirection on logout
|
||||
- Fixed the permission for the system status page
|
||||
|
||||
## 1.91.0 - 18.12.2021
|
||||
|
||||
### Changed
|
||||
|
||||
- Removed the redundant all time high and all time low from the performance endpoint
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed the symbol conversion from _Yahoo Finance_ including a hyphen
|
||||
- Fixed hidden values (`0`) in the statistics section on the about page
|
||||
|
||||
### Todo
|
||||
|
||||
- Apply data migration (`yarn database:migrate`)
|
||||
|
||||
## 1.90.0 - 14.12.2021
|
||||
|
||||
### Added
|
||||
|
||||
- Extended the validation in the import functionality for transactions by checking the currency of the data provider service
|
||||
- Added support for cryptocurrency _Uniswap_
|
||||
- Set up pipeline for docker build
|
||||
|
||||
### Changed
|
||||
|
||||
- Removed the default transactions import limit
|
||||
- Improved the landing page in dark mode
|
||||
|
||||
### Fixed
|
||||
|
||||
- Fixed `/bin/sh: prisma: not found` in docker build
|
||||
- Added `apk` in `Dockerfile` (`python3 g++ make openssl`)
|
||||
|
||||
## 1.89.0 - 11.12.2021
|
||||
|
||||
### Added
|
||||
|
@ -12,7 +12,8 @@ COPY ./package.json package.json
|
||||
COPY ./yarn.lock yarn.lock
|
||||
COPY ./prisma/schema.prisma prisma/schema.prisma
|
||||
|
||||
RUN yarn
|
||||
RUN apk add --no-cache python3 g++ make openssl
|
||||
RUN yarn install
|
||||
|
||||
# See https://github.com/nrwl/nx/issues/6586 for further details
|
||||
COPY ./decorate-angular-cli.js decorate-angular-cli.js
|
||||
|
24
README.md
24
README.md
@ -81,19 +81,27 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
|
||||
|
||||
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).
|
||||
|
||||
## Run with Docker
|
||||
## Run with Docker (self-hosting)
|
||||
|
||||
### Prerequisites
|
||||
|
||||
- [Docker](https://www.docker.com/products/docker-desktop)
|
||||
|
||||
### Setup Docker Image
|
||||
### a. Run environment
|
||||
|
||||
Run the following commands to build and start the Docker image:
|
||||
Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
|
||||
|
||||
```bash
|
||||
docker-compose -f docker/docker-compose-build-local.yml build
|
||||
docker-compose -f docker/docker-compose-build-local.yml up
|
||||
docker-compose -f docker/docker-compose.yml up
|
||||
```
|
||||
|
||||
### b. Build and run environment
|
||||
|
||||
Run the following commands to build and start the Docker images:
|
||||
|
||||
```bash
|
||||
docker-compose -f docker/docker-compose.build.yml build
|
||||
docker-compose -f docker/docker-compose.build.yml up
|
||||
```
|
||||
|
||||
### Setup Database
|
||||
@ -112,6 +120,12 @@ Open http://localhost:3333 in your browser and accomplish these steps:
|
||||
1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
|
||||
1. Click _Sign out_ and check out the _Live Demo_
|
||||
|
||||
### Finalization
|
||||
|
||||
1. Create a new user via _Get Started_
|
||||
1. Assign the role `ADMIN` to this user (directly in the database)
|
||||
1. Delete the original _Admin_ (directly in the database)
|
||||
|
||||
### Migrate Database
|
||||
|
||||
With the following command you can keep your database schema in sync after a Ghostfolio version update:
|
||||
|
@ -1,6 +1,6 @@
|
||||
import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
|
||||
import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
|
||||
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
|
||||
import {
|
||||
AdminData,
|
||||
AdminMarketData,
|
||||
@ -22,16 +22,18 @@ import {
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { isDate, isValid } from 'date-fns';
|
||||
import { isDate } from 'date-fns';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
|
||||
import { AdminService } from './admin.service';
|
||||
import { UpdateMarketDataDto } from './update-market-data.dto';
|
||||
|
||||
@Controller('admin')
|
||||
export class AdminController {
|
||||
public constructor(
|
||||
private readonly adminService: AdminService,
|
||||
private readonly dataGatheringService: DataGatheringService,
|
||||
private readonly marketDataService: MarketDataService,
|
||||
@Inject(REQUEST) private readonly request: RequestWithUser
|
||||
) {}
|
||||
|
||||
@ -173,7 +175,7 @@ export class AdminController {
|
||||
@Get('market-data/:symbol')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
public async getMarketDataBySymbol(
|
||||
@Param('symbol') symbol
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<AdminMarketDataDetails> {
|
||||
if (
|
||||
!hasPermission(
|
||||
@ -190,6 +192,39 @@ export class AdminController {
|
||||
return this.adminService.getMarketDataBySymbol(symbol);
|
||||
}
|
||||
|
||||
@Put('market-data/:dataSource/:symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
public async update(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('dateString') dateString: string,
|
||||
@Param('symbol') symbol: string,
|
||||
@Body() data: UpdateMarketDataDto
|
||||
) {
|
||||
if (
|
||||
!hasPermission(
|
||||
this.request.user.permissions,
|
||||
permissions.accessAdminControl
|
||||
)
|
||||
) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.FORBIDDEN),
|
||||
StatusCodes.FORBIDDEN
|
||||
);
|
||||
}
|
||||
|
||||
const date = new Date(dateString);
|
||||
|
||||
return this.marketDataService.updateMarketData({
|
||||
data,
|
||||
where: {
|
||||
date_symbol: {
|
||||
date,
|
||||
symbol
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
@Put('settings/:key')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
public async updateProperty(
|
||||
|
6
apps/api/src/app/admin/update-market-data.dto.ts
Normal file
6
apps/api/src/app/admin/update-market-data.dto.ts
Normal file
@ -0,0 +1,6 @@
|
||||
import { IsNumber } from 'class-validator';
|
||||
|
||||
export class UpdateMarketDataDto {
|
||||
@IsNumber()
|
||||
marketPrice: number;
|
||||
}
|
@ -1,4 +1,5 @@
|
||||
import { OrderService } from '@ghostfolio/api/app/order/order.service';
|
||||
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
|
||||
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
|
||||
import { Injectable } from '@nestjs/common';
|
||||
import { Order } from '@prisma/client';
|
||||
@ -6,9 +7,8 @@ import { isSameDay, parseISO } from 'date-fns';
|
||||
|
||||
@Injectable()
|
||||
export class ImportService {
|
||||
private static MAX_ORDERS_TO_IMPORT = 20;
|
||||
|
||||
public constructor(
|
||||
private readonly configurationService: ConfigurationService,
|
||||
private readonly dataProviderService: DataProviderService,
|
||||
private readonly orderService: OrderService
|
||||
) {}
|
||||
@ -59,8 +59,14 @@ export class ImportService {
|
||||
orders: Partial<Order>[];
|
||||
userId: string;
|
||||
}) {
|
||||
if (orders?.length > ImportService.MAX_ORDERS_TO_IMPORT) {
|
||||
throw new Error('Too many transactions');
|
||||
if (
|
||||
orders?.length > this.configurationService.get('MAX_ORDERS_TO_IMPORT')
|
||||
) {
|
||||
throw new Error(
|
||||
`Too many transactions (${this.configurationService.get(
|
||||
'MAX_ORDERS_TO_IMPORT'
|
||||
)} at most)`
|
||||
);
|
||||
}
|
||||
|
||||
const existingOrders = await this.orderService.orders({
|
||||
@ -98,6 +104,12 @@ export class ImportService {
|
||||
`orders.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
|
||||
);
|
||||
}
|
||||
|
||||
if (result[symbol].currency !== currency) {
|
||||
throw new Error(
|
||||
`orders.${index}.currency ("${currency}") does not match with "${result[symbol].currency}"`
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -1,5 +1,4 @@
|
||||
import { OrderType } from '@ghostfolio/api/models/order-type';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import { DataSource, Type as TypeOfOrder } from '@prisma/client';
|
||||
import Big from 'big.js';
|
||||
|
||||
export interface PortfolioOrder {
|
||||
@ -10,6 +9,6 @@ export interface PortfolioOrder {
|
||||
name: string;
|
||||
quantity: Big;
|
||||
symbol: string;
|
||||
type: OrderType;
|
||||
type: TypeOfOrder;
|
||||
unitPrice: Big;
|
||||
}
|
||||
|
@ -1,4 +1,3 @@
|
||||
import { OrderType } from '@ghostfolio/api/models/order-type';
|
||||
import { parseDate, resetHours } from '@ghostfolio/common/helper';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import Big from 'big.js';
|
||||
@ -155,7 +154,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('144.38'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -166,7 +165,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('147.99'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -177,7 +176,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('15'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Sell,
|
||||
type: 'SELL',
|
||||
unitPrice: new Big('151.41'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -248,7 +247,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('144.38'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -259,7 +258,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Something else',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTX',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('147.99'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -270,7 +269,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('5'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Sell,
|
||||
type: 'SELL',
|
||||
unitPrice: new Big('151.41'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -360,7 +359,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('20'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('197.15'),
|
||||
fee: new Big(0)
|
||||
}
|
||||
@ -462,7 +461,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Amazon.com, Inc.',
|
||||
quantity: new Big('5'),
|
||||
symbol: 'AMZN',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('2021.99'),
|
||||
fee: new Big(0)
|
||||
}
|
||||
@ -617,7 +616,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Amazon.com, Inc.',
|
||||
quantity: new Big('5'),
|
||||
symbol: 'AMZN',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('2021.99'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -628,7 +627,7 @@ describe('PortfolioCalculator', () => {
|
||||
name: 'Amazon.com, Inc.',
|
||||
quantity: new Big('5'),
|
||||
symbol: 'AMZN',
|
||||
type: OrderType.Sell,
|
||||
type: 'SELL',
|
||||
unitPrice: new Big('2412.23'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2391,7 +2390,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
|
||||
name: 'Tesla, Inc.',
|
||||
quantity: new Big('50'),
|
||||
symbol: 'TSLA',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('42.97'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2402,7 +2401,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
|
||||
name: 'Bitcoin USD',
|
||||
quantity: new Big('0.5614682'),
|
||||
symbol: 'BTCUSD',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('3562.089535970158'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2413,7 +2412,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
|
||||
name: 'Amazon.com, Inc.',
|
||||
quantity: new Big('5'),
|
||||
symbol: 'AMZN',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('2021.99'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2427,7 +2426,7 @@ const ordersVTI: PortfolioOrder[] = [
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('144.38'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2438,7 +2437,7 @@ const ordersVTI: PortfolioOrder[] = [
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('147.99'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2449,7 +2448,7 @@ const ordersVTI: PortfolioOrder[] = [
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('15'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Sell,
|
||||
type: 'SELL',
|
||||
unitPrice: new Big('151.41'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2460,7 +2459,7 @@ const ordersVTI: PortfolioOrder[] = [
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('177.69'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
@ -2471,7 +2470,7 @@ const ordersVTI: PortfolioOrder[] = [
|
||||
name: 'Vanguard Total Stock Market Index Fund ETF Shares',
|
||||
quantity: new Big('10'),
|
||||
symbol: 'VTI',
|
||||
type: OrderType.Buy,
|
||||
type: 'BUY',
|
||||
unitPrice: new Big('203.15'),
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
|
@ -1,9 +1,9 @@
|
||||
import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
|
||||
import { OrderType } from '@ghostfolio/api/models/order-type';
|
||||
import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
|
||||
import { TimelinePosition } from '@ghostfolio/common/interfaces';
|
||||
import { Logger } from '@nestjs/common';
|
||||
import { Type as TypeOfOrder } from '@prisma/client';
|
||||
import Big from 'big.js';
|
||||
import {
|
||||
addDays,
|
||||
@ -238,9 +238,7 @@ export class PortfolioCalculator {
|
||||
if (!marketSymbolMap[nextDate]?.[item.symbol]) {
|
||||
invalidSymbols.push(item.symbol);
|
||||
hasErrors = true;
|
||||
Logger.error(
|
||||
`Missing value for symbol ${item.symbol} at ${nextDate}`
|
||||
);
|
||||
Logger.warn(`Missing value for symbol ${item.symbol} at ${nextDate}`);
|
||||
continue;
|
||||
}
|
||||
let lastInvestment: Big = new Big(0);
|
||||
@ -271,7 +269,7 @@ export class PortfolioCalculator {
|
||||
if (!initialValue) {
|
||||
invalidSymbols.push(item.symbol);
|
||||
hasErrors = true;
|
||||
Logger.error(
|
||||
Logger.warn(
|
||||
`Missing value for symbol ${item.symbol} at ${currentDate}`
|
||||
);
|
||||
continue;
|
||||
@ -515,7 +513,7 @@ export class PortfolioCalculator {
|
||||
currentPosition.netPerformancePercentage.mul(currentInitialValue)
|
||||
);
|
||||
} else if (!currentPosition.quantity.eq(0)) {
|
||||
Logger.error(
|
||||
Logger.warn(
|
||||
`Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
|
||||
);
|
||||
hasErrors = true;
|
||||
@ -660,14 +658,14 @@ export class PortfolioCalculator {
|
||||
};
|
||||
}
|
||||
|
||||
private getFactor(type: OrderType) {
|
||||
private getFactor(type: TypeOfOrder) {
|
||||
let factor: number;
|
||||
|
||||
switch (type) {
|
||||
case OrderType.Buy:
|
||||
case 'BUY':
|
||||
factor = 1;
|
||||
break;
|
||||
case OrderType.Sell:
|
||||
case 'SELL':
|
||||
factor = -1;
|
||||
break;
|
||||
default:
|
||||
|
@ -6,7 +6,6 @@ import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfol
|
||||
import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
|
||||
import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
|
||||
import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/portfolio-calculator';
|
||||
import { OrderType } from '@ghostfolio/api/models/order-type';
|
||||
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
|
||||
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
|
||||
import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
|
||||
@ -21,11 +20,7 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation.ser
|
||||
import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
|
||||
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
|
||||
import {
|
||||
UNKNOWN_KEY,
|
||||
baseCurrency,
|
||||
ghostfolioCashSymbol
|
||||
} from '@ghostfolio/common/config';
|
||||
import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
|
||||
import {
|
||||
Accounts,
|
||||
@ -413,7 +408,7 @@ export class PortfolioService {
|
||||
name: order.SymbolProfile?.name,
|
||||
quantity: new Big(order.quantity),
|
||||
symbol: order.symbol,
|
||||
type: <OrderType>order.type,
|
||||
type: order.type,
|
||||
unitPrice: new Big(order.unitPrice)
|
||||
}));
|
||||
|
||||
@ -693,9 +688,7 @@ export class PortfolioService {
|
||||
currentGrossPerformancePercent: 0,
|
||||
currentNetPerformance: 0,
|
||||
currentNetPerformancePercent: 0,
|
||||
currentValue: 0,
|
||||
isAllTimeHigh: false,
|
||||
isAllTimeLow: false
|
||||
currentValue: 0
|
||||
}
|
||||
};
|
||||
}
|
||||
@ -728,9 +721,7 @@ export class PortfolioService {
|
||||
currentGrossPerformancePercent,
|
||||
currentNetPerformance,
|
||||
currentNetPerformancePercent,
|
||||
currentValue,
|
||||
isAllTimeHigh: true,
|
||||
isAllTimeLow: false
|
||||
currentValue
|
||||
}
|
||||
};
|
||||
}
|
||||
@ -854,8 +845,8 @@ export class PortfolioService {
|
||||
const fees = this.getFees(orders);
|
||||
const firstOrderDate = orders[0]?.date;
|
||||
|
||||
const totalBuy = this.getTotalByType(orders, currency, TypeOfOrder.BUY);
|
||||
const totalSell = this.getTotalByType(orders, currency, TypeOfOrder.SELL);
|
||||
const totalBuy = this.getTotalByType(orders, currency, 'BUY');
|
||||
const totalSell = this.getTotalByType(orders, currency, 'SELL');
|
||||
|
||||
const committedFunds = new Big(totalBuy).sub(totalSell);
|
||||
|
||||
@ -994,7 +985,7 @@ export class PortfolioService {
|
||||
name: order.SymbolProfile?.name,
|
||||
quantity: new Big(order.quantity),
|
||||
symbol: order.symbol,
|
||||
type: <OrderType>order.type,
|
||||
type: order.type,
|
||||
unitPrice: new Big(
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.unitPrice,
|
||||
|
@ -1,3 +1,4 @@
|
||||
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import type { RequestWithUser } from '@ghostfolio/common/types';
|
||||
import {
|
||||
Controller,
|
||||
@ -12,9 +13,9 @@ import {
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
import { isEmpty } from 'lodash';
|
||||
import { isDate, isEmpty } from 'lodash';
|
||||
|
||||
import { LookupItem } from './interfaces/lookup-item.interface';
|
||||
import { SymbolItem } from './interfaces/symbol-item.interface';
|
||||
@ -78,4 +79,27 @@ export class SymbolController {
|
||||
|
||||
return result;
|
||||
}
|
||||
|
||||
@Get(':dataSource/:symbol/:dateString')
|
||||
@UseGuards(AuthGuard('jwt'))
|
||||
public async gatherSymbolForDate(
|
||||
@Param('dataSource') dataSource: DataSource,
|
||||
@Param('dateString') dateString: string,
|
||||
@Param('symbol') symbol: string
|
||||
): Promise<IDataProviderHistoricalResponse> {
|
||||
const date = new Date(dateString);
|
||||
|
||||
if (!isDate(date)) {
|
||||
throw new HttpException(
|
||||
getReasonPhrase(StatusCodes.BAD_REQUEST),
|
||||
StatusCodes.BAD_REQUEST
|
||||
);
|
||||
}
|
||||
|
||||
return this.symbolService.getForDate({
|
||||
dataSource,
|
||||
date,
|
||||
symbol
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -1,11 +1,15 @@
|
||||
import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
|
||||
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
|
||||
import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import {
|
||||
IDataGatheringItem,
|
||||
IDataProviderHistoricalResponse
|
||||
} from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
|
||||
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import { subDays } from 'date-fns';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { format, subDays } from 'date-fns';
|
||||
|
||||
import { LookupItem } from './interfaces/lookup-item.interface';
|
||||
import { SymbolItem } from './interfaces/symbol-item.interface';
|
||||
@ -58,6 +62,27 @@ export class SymbolService {
|
||||
return undefined;
|
||||
}
|
||||
|
||||
public async getForDate({
|
||||
dataSource,
|
||||
date,
|
||||
symbol
|
||||
}: {
|
||||
dataSource: DataSource;
|
||||
date: Date;
|
||||
symbol: string;
|
||||
}): Promise<IDataProviderHistoricalResponse> {
|
||||
const historicalData = await this.dataProviderService.getHistoricalRaw(
|
||||
[{ dataSource, symbol }],
|
||||
date,
|
||||
date
|
||||
);
|
||||
|
||||
return {
|
||||
marketPrice:
|
||||
historicalData?.[symbol]?.[format(date, DATE_FORMAT)]?.marketPrice
|
||||
};
|
||||
}
|
||||
|
||||
public async lookup(aQuery: string): Promise<{ items: LookupItem[] }> {
|
||||
const results: { items: LookupItem[] } = { items: [] };
|
||||
|
||||
|
@ -1,8 +0,0 @@
|
||||
export enum OrderType {
|
||||
CorporateAction = 'CORPORATE_ACTION',
|
||||
Bonus = 'BONUS',
|
||||
Buy = 'BUY',
|
||||
Dividend = 'DIVIDEND',
|
||||
Sell = 'SELL',
|
||||
Split = 'SPLIT'
|
||||
}
|
@ -1,8 +1,7 @@
|
||||
import { Account, SymbolProfile } from '@prisma/client';
|
||||
import { Account, SymbolProfile, Type as TypeOfOrder } from '@prisma/client';
|
||||
import { v4 as uuidv4 } from 'uuid';
|
||||
|
||||
import { IOrder } from '../services/interfaces/interfaces';
|
||||
import { OrderType } from './order-type';
|
||||
|
||||
export class Order {
|
||||
private account: Account;
|
||||
@ -15,7 +14,7 @@ export class Order {
|
||||
private symbol: string;
|
||||
private symbolProfile: SymbolProfile;
|
||||
private total: number;
|
||||
private type: OrderType;
|
||||
private type: TypeOfOrder;
|
||||
private unitPrice: number;
|
||||
|
||||
public constructor(data: IOrder) {
|
||||
|
@ -27,6 +27,7 @@ export class ConfigurationService {
|
||||
GOOGLE_SECRET: str({ default: 'dummySecret' }),
|
||||
JWT_SECRET_KEY: str({}),
|
||||
MAX_ITEM_IN_CACHE: num({ default: 9999 }),
|
||||
MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
|
||||
PORT: port({ default: 3333 }),
|
||||
RAKUTEN_RAPID_API_KEY: str({ default: '' }),
|
||||
REDIS_HOST: str({ default: 'localhost' }),
|
||||
|
@ -10,7 +10,7 @@ export class CryptocurrencyService {
|
||||
|
||||
public constructor() {}
|
||||
|
||||
public isCrypto(aSymbol = '') {
|
||||
public isCryptocurrency(aSymbol = '') {
|
||||
const cryptocurrencySymbol = aSymbol.substring(0, aSymbol.length - 3);
|
||||
return this.getCryptocurrencies().includes(cryptocurrencySymbol);
|
||||
}
|
||||
|
@ -3,5 +3,7 @@
|
||||
"ALGO": "Algorand",
|
||||
"AVAX": "Avalanche",
|
||||
"MATIC": "Polygon",
|
||||
"SHIB": "Shiba Inu"
|
||||
"SHIB": "Shiba Inu",
|
||||
"SOL": "Solana",
|
||||
"UNI3": "Uniswap"
|
||||
}
|
||||
|
@ -0,0 +1,60 @@
|
||||
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
|
||||
|
||||
import { YahooFinanceService } from './yahoo-finance.service';
|
||||
|
||||
jest.mock(
|
||||
'@ghostfolio/api/services/cryptocurrency/cryptocurrency.service',
|
||||
() => {
|
||||
return {
|
||||
CryptocurrencyService: jest.fn().mockImplementation(() => {
|
||||
return {
|
||||
isCryptocurrency: (symbol: string) => {
|
||||
switch (symbol) {
|
||||
case 'BTCUSD':
|
||||
return true;
|
||||
case 'DOGEUSD':
|
||||
return true;
|
||||
default:
|
||||
return false;
|
||||
}
|
||||
}
|
||||
};
|
||||
})
|
||||
};
|
||||
}
|
||||
);
|
||||
|
||||
describe('YahooFinanceService', () => {
|
||||
let cryptocurrencyService: CryptocurrencyService;
|
||||
let yahooFinanceService: YahooFinanceService;
|
||||
|
||||
beforeAll(async () => {
|
||||
cryptocurrencyService = new CryptocurrencyService();
|
||||
|
||||
yahooFinanceService = new YahooFinanceService(cryptocurrencyService);
|
||||
});
|
||||
|
||||
it('convertFromYahooFinanceSymbol', async () => {
|
||||
expect(
|
||||
await yahooFinanceService.convertFromYahooFinanceSymbol('BRK-B')
|
||||
).toEqual('BRK-B');
|
||||
expect(
|
||||
await yahooFinanceService.convertFromYahooFinanceSymbol('BTC-USD')
|
||||
).toEqual('BTCUSD');
|
||||
expect(
|
||||
await yahooFinanceService.convertFromYahooFinanceSymbol('EURUSD=X')
|
||||
).toEqual('EURUSD');
|
||||
});
|
||||
|
||||
it('convertToYahooFinanceSymbol', async () => {
|
||||
expect(
|
||||
await yahooFinanceService.convertToYahooFinanceSymbol('BTCUSD')
|
||||
).toEqual('BTC-USD');
|
||||
expect(
|
||||
await yahooFinanceService.convertToYahooFinanceSymbol('DOGEUSD')
|
||||
).toEqual('DOGE-USD');
|
||||
expect(
|
||||
await yahooFinanceService.convertToYahooFinanceSymbol('USDCHF')
|
||||
).toEqual('USDCHF=X');
|
||||
});
|
||||
});
|
@ -1,6 +1,6 @@
|
||||
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
|
||||
import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
|
||||
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
|
||||
import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
|
||||
import { Granularity } from '@ghostfolio/common/types';
|
||||
import { Injectable, Logger } from '@nestjs/common';
|
||||
@ -35,6 +35,44 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
return true;
|
||||
}
|
||||
|
||||
public convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
|
||||
const symbol = aYahooFinanceSymbol.replace(
|
||||
new RegExp(`-${baseCurrency}$`),
|
||||
baseCurrency
|
||||
);
|
||||
return symbol.replace('=X', '');
|
||||
}
|
||||
|
||||
/**
|
||||
* Converts a symbol to a Yahoo Finance symbol
|
||||
*
|
||||
* Currency: USDCHF -> USDCHF=X
|
||||
* Cryptocurrency: BTCUSD -> BTC-USD
|
||||
* DOGEUSD -> DOGE-USD
|
||||
*/
|
||||
public convertToYahooFinanceSymbol(aSymbol: string) {
|
||||
if (aSymbol.includes(baseCurrency) && aSymbol.length >= 6) {
|
||||
if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
|
||||
return `${aSymbol}=X`;
|
||||
} else if (
|
||||
this.cryptocurrencyService.isCryptocurrency(
|
||||
aSymbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
|
||||
)
|
||||
) {
|
||||
// Add a dash before the last three characters
|
||||
// BTCUSD -> BTC-USD
|
||||
// DOGEUSD -> DOGE-USD
|
||||
// SOL1USD -> SOL1-USD
|
||||
return aSymbol.replace(
|
||||
new RegExp(`-?${baseCurrency}$`),
|
||||
`-${baseCurrency}`
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
return aSymbol;
|
||||
}
|
||||
|
||||
public async get(
|
||||
aSymbols: string[]
|
||||
): Promise<{ [symbol: string]: IDataProviderResponse }> {
|
||||
@ -69,7 +107,7 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
exchange: this.parseExchange(value.price?.exchangeName),
|
||||
marketState:
|
||||
value.price?.marketState === 'REGULAR' ||
|
||||
this.cryptocurrencyService.isCrypto(symbol)
|
||||
this.cryptocurrencyService.isCryptocurrency(symbol)
|
||||
? MarketState.open
|
||||
: MarketState.closed,
|
||||
marketPrice: value.price?.regularMarketPrice || 0,
|
||||
@ -204,8 +242,8 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
.filter(({ quoteType, symbol }) => {
|
||||
return (
|
||||
(quoteType === 'CRYPTOCURRENCY' &&
|
||||
this.cryptocurrencyService.isCrypto(
|
||||
symbol.replace(new RegExp('-USD$'), 'USD').replace('1', '')
|
||||
this.cryptocurrencyService.isCryptocurrency(
|
||||
symbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
|
||||
)) ||
|
||||
quoteType === 'EQUITY' ||
|
||||
quoteType === 'ETF'
|
||||
@ -213,9 +251,9 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
})
|
||||
.filter(({ quoteType, symbol }) => {
|
||||
if (quoteType === 'CRYPTOCURRENCY') {
|
||||
// Only allow cryptocurrencies in USD to avoid having redundancy in the database.
|
||||
// Trades need to be converted manually before to USD (or a UI converter needs to be developed)
|
||||
return symbol.includes('USD');
|
||||
// Only allow cryptocurrencies in base currency to avoid having redundancy in the database.
|
||||
// Transactions need to be converted manually to the base currency before
|
||||
return symbol.includes(baseCurrency);
|
||||
}
|
||||
|
||||
return true;
|
||||
@ -239,44 +277,6 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
return { items };
|
||||
}
|
||||
|
||||
private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
|
||||
const symbol = aYahooFinanceSymbol.replace('-', '');
|
||||
return symbol.replace('=X', '');
|
||||
}
|
||||
|
||||
/**
|
||||
* Converts a symbol to a Yahoo Finance symbol
|
||||
*
|
||||
* Currency: USDCHF -> USDCHF=X
|
||||
* Cryptocurrency: BTCUSD -> BTC-USD
|
||||
* DOGEUSD -> DOGE-USD
|
||||
* SOL1USD -> SOL1-USD
|
||||
*/
|
||||
private convertToYahooFinanceSymbol(aSymbol: string) {
|
||||
if (
|
||||
(aSymbol.includes('CHF') ||
|
||||
aSymbol.includes('EUR') ||
|
||||
aSymbol.includes('USD')) &&
|
||||
aSymbol.length >= 6
|
||||
) {
|
||||
if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
|
||||
return `${aSymbol}=X`;
|
||||
} else if (
|
||||
this.cryptocurrencyService.isCrypto(
|
||||
aSymbol.replace(new RegExp('-USD$'), 'USD').replace('1', '')
|
||||
)
|
||||
) {
|
||||
// Add a dash before the last three characters
|
||||
// BTCUSD -> BTC-USD
|
||||
// DOGEUSD -> DOGE-USD
|
||||
// SOL1USD -> SOL1-USD
|
||||
return aSymbol.replace(new RegExp('-?USD$'), '-USD');
|
||||
}
|
||||
}
|
||||
|
||||
return aSymbol;
|
||||
}
|
||||
|
||||
private parseAssetClass(aPrice: IYahooFinancePrice): {
|
||||
assetClass: AssetClass;
|
||||
assetSubClass: AssetSubClass;
|
||||
|
@ -18,6 +18,7 @@ export interface Environment extends CleanedEnvAccessors {
|
||||
GOOGLE_SECRET: string;
|
||||
JWT_SECRET_KEY: string;
|
||||
MAX_ITEM_IN_CACHE: number;
|
||||
MAX_ORDERS_TO_IMPORT: number;
|
||||
PORT: number;
|
||||
RAKUTEN_RAPID_API_KEY: string;
|
||||
REDIS_HOST: string;
|
||||
|
@ -3,11 +3,10 @@ import {
|
||||
AssetClass,
|
||||
AssetSubClass,
|
||||
DataSource,
|
||||
SymbolProfile
|
||||
SymbolProfile,
|
||||
Type as TypeOfOrder
|
||||
} from '@prisma/client';
|
||||
|
||||
import { OrderType } from '../../models/order-type';
|
||||
|
||||
export const MarketState = {
|
||||
closed: 'closed',
|
||||
delayed: 'delayed',
|
||||
@ -24,7 +23,7 @@ export interface IOrder {
|
||||
quantity: number;
|
||||
symbol: string;
|
||||
symbolProfile: SymbolProfile;
|
||||
type: OrderType;
|
||||
type: TypeOfOrder;
|
||||
unitPrice: number;
|
||||
}
|
||||
|
||||
|
@ -65,4 +65,16 @@ export class MarketDataService {
|
||||
where
|
||||
});
|
||||
}
|
||||
|
||||
public async updateMarketData(params: {
|
||||
data: Prisma.MarketDataUpdateInput;
|
||||
where: Prisma.MarketDataWhereUniqueInput;
|
||||
}): Promise<MarketData> {
|
||||
const { data, where } = params;
|
||||
|
||||
return this.prismaService.marketData.update({
|
||||
data,
|
||||
where
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -89,7 +89,7 @@ export class AppComponent implements OnDestroy, OnInit {
|
||||
this.tokenStorageService.signOut();
|
||||
this.userService.remove();
|
||||
|
||||
window.location.reload();
|
||||
this.router.navigate(['/']);
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
|
@ -1,4 +1,10 @@
|
||||
<div class="py-2">
|
||||
<div>
|
||||
<gf-line-chart
|
||||
class="mb-4"
|
||||
[historicalDataItems]="historicalDataItems"
|
||||
[showXAxis]="true"
|
||||
[showYAxis]="true"
|
||||
></gf-line-chart>
|
||||
<div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
|
||||
<div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
|
||||
<div class="align-items-center d-flex flex-grow-1 px-1">
|
||||
|
@ -14,6 +14,10 @@
|
||||
margin-right: 0.25rem;
|
||||
width: 0.5rem;
|
||||
|
||||
&:hover {
|
||||
opacity: 0.8;
|
||||
}
|
||||
|
||||
&.valid {
|
||||
background-color: var(--danger);
|
||||
}
|
||||
|
@ -1,13 +1,16 @@
|
||||
import {
|
||||
ChangeDetectionStrategy,
|
||||
Component,
|
||||
EventEmitter,
|
||||
Input,
|
||||
OnChanges,
|
||||
OnInit
|
||||
OnInit,
|
||||
Output
|
||||
} from '@angular/core';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { format, isBefore, isValid, parse } from 'date-fns';
|
||||
import { DeviceDetectorService } from 'ngx-device-detector';
|
||||
@ -26,9 +29,12 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
|
||||
@Input() marketData: MarketData[];
|
||||
@Input() symbol: string;
|
||||
|
||||
@Output() marketDataChanged = new EventEmitter<boolean>();
|
||||
|
||||
public days = Array(31);
|
||||
public defaultDateFormat = DEFAULT_DATE_FORMAT;
|
||||
public deviceType: string;
|
||||
public historicalDataItems: LineChartItem[];
|
||||
public marketDataByMonth: {
|
||||
[yearMonth: string]: { [day: string]: MarketData & { day: number } };
|
||||
} = {};
|
||||
@ -45,6 +51,12 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
|
||||
public ngOnInit() {}
|
||||
|
||||
public ngOnChanges() {
|
||||
this.historicalDataItems = this.marketData.map((marketDataItem) => {
|
||||
return {
|
||||
date: format(marketDataItem.date, DATE_FORMAT),
|
||||
value: marketDataItem.marketPrice
|
||||
};
|
||||
});
|
||||
this.marketDataByMonth = {};
|
||||
|
||||
for (const marketDataItem of this.marketData) {
|
||||
@ -93,7 +105,9 @@ export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
|
||||
dialogRef
|
||||
.afterClosed()
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe(() => {});
|
||||
.subscribe(({ withRefresh }) => {
|
||||
this.marketDataChanged.next(withRefresh);
|
||||
});
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
|
@ -1,5 +1,6 @@
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
|
||||
import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
|
||||
|
||||
import { AdminMarketDataDetailComponent } from './admin-market-data-detail.component';
|
||||
import { GfMarketDataDetailDialogModule } from './market-data-detail-dialog/market-data-detail-dialog.module';
|
||||
@ -7,7 +8,7 @@ import { GfMarketDataDetailDialogModule } from './market-data-detail-dialog/mark
|
||||
@NgModule({
|
||||
declarations: [AdminMarketDataDetailComponent],
|
||||
exports: [AdminMarketDataDetailComponent],
|
||||
imports: [CommonModule, GfMarketDataDetailDialogModule],
|
||||
imports: [CommonModule, GfLineChartModule, GfMarketDataDetailDialogModule],
|
||||
providers: [],
|
||||
schemas: [CUSTOM_ELEMENTS_SCHEMA]
|
||||
})
|
||||
|
@ -7,7 +7,6 @@ import {
|
||||
} from '@angular/core';
|
||||
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
|
||||
import { AdminService } from '@ghostfolio/client/services/admin.service';
|
||||
import { MarketData } from '@prisma/client';
|
||||
import { Subject, takeUntil } from 'rxjs';
|
||||
|
||||
import { MarketDataDetailDialogParams } from './interfaces/interfaces';
|
||||
@ -32,24 +31,38 @@ export class MarketDataDetailDialog implements OnDestroy {
|
||||
public ngOnInit() {}
|
||||
|
||||
public onCancel(): void {
|
||||
this.dialogRef.close();
|
||||
this.dialogRef.close({ withRefresh: false });
|
||||
}
|
||||
|
||||
public onGatherData() {
|
||||
public onFetchSymbolForDate() {
|
||||
this.adminService
|
||||
.gatherSymbol({
|
||||
.fetchSymbolForDate({
|
||||
dataSource: this.data.dataSource,
|
||||
date: this.data.date,
|
||||
symbol: this.data.symbol
|
||||
})
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((marketData: MarketData) => {
|
||||
this.data.marketPrice = marketData.marketPrice;
|
||||
.subscribe(({ marketPrice }) => {
|
||||
this.data.marketPrice = marketPrice;
|
||||
|
||||
this.changeDetectorRef.markForCheck();
|
||||
});
|
||||
}
|
||||
|
||||
public onUpdate() {
|
||||
this.adminService
|
||||
.putMarketData({
|
||||
dataSource: this.data.dataSource,
|
||||
date: this.data.date,
|
||||
marketData: { marketPrice: this.data.marketPrice },
|
||||
symbol: this.data.symbol
|
||||
})
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe(() => {
|
||||
this.dialogRef.close({ withRefresh: true });
|
||||
});
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
this.unsubscribeSubject.next();
|
||||
this.unsubscribeSubject.complete();
|
||||
|
@ -21,22 +21,30 @@
|
||||
<mat-datepicker #date disabled="true"></mat-datepicker>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
<div class="align-items-center d-flex">
|
||||
<mat-form-field appearance="outline" class="flex-grow-1 mr-2">
|
||||
<div>
|
||||
<mat-form-field appearance="outline" class="w-100">
|
||||
<mat-label i18n>Market Price</mat-label>
|
||||
<input
|
||||
matInput
|
||||
name="marketPrice"
|
||||
readonly
|
||||
type="number"
|
||||
[(ngModel)]="data.marketPrice"
|
||||
/>
|
||||
<button
|
||||
mat-icon-button
|
||||
matSuffix
|
||||
title="Fetch market price"
|
||||
(click)="onFetchSymbolForDate()"
|
||||
>
|
||||
<ion-icon class="text-muted" name="refresh-outline"></ion-icon>
|
||||
</button>
|
||||
</mat-form-field>
|
||||
<button color="accent" i18n mat-flat-button (click)="onGatherData()">
|
||||
Gather Data
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="justify-content-end" mat-dialog-actions>
|
||||
<button i18n mat-button (click)="onCancel()">Cancel</button>
|
||||
<button color="primary" i18n mat-flat-button (click)="onUpdate()">
|
||||
Save
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
|
@ -68,6 +68,13 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
|
||||
}
|
||||
}
|
||||
|
||||
public onMarketDataChanged(withRefresh: boolean = false) {
|
||||
if (withRefresh) {
|
||||
this.fetchAdminMarketData();
|
||||
this.fetchAdminMarketDataBySymbol(this.currentSymbol);
|
||||
}
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
this.unsubscribeSubject.next();
|
||||
this.unsubscribeSubject.complete();
|
||||
|
@ -4,7 +4,6 @@
|
||||
<table class="gf-table w-100">
|
||||
<thead>
|
||||
<tr class="mat-header-row">
|
||||
<th class="mat-header-cell px-1 py-2 text-right" i18n>#</th>
|
||||
<th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
|
||||
<th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
|
||||
<th class="mat-header-cell px-1 py-2" i18n>First Transaction</th>
|
||||
@ -17,7 +16,6 @@
|
||||
class="cursor-pointer mat-row"
|
||||
(click)="setCurrentSymbol(item.symbol)"
|
||||
>
|
||||
<td class="mat-cell px-1 py-2 text-right">{{ i + 1 }}</td>
|
||||
<td class="mat-cell px-1 py-2">{{ item.symbol }}</td>
|
||||
<td class="mat-cell px-1 py-2">{{ item.dataSource}}</td>
|
||||
<td class="mat-cell px-1 py-2">
|
||||
@ -44,12 +42,12 @@
|
||||
</td>
|
||||
</tr>
|
||||
<tr *ngIf="currentSymbol === item.symbol" class="mat-row">
|
||||
<td></td>
|
||||
<td colspan="4">
|
||||
<td class="p-1" colspan="4">
|
||||
<gf-admin-market-data-detail
|
||||
[dataSource]="item.dataSource"
|
||||
[marketData]="marketDataDetails"
|
||||
[symbol]="item.symbol"
|
||||
(marketDataChanged)="onMarketDataChanged($event)"
|
||||
></gf-admin-market-data-detail>
|
||||
</td>
|
||||
</tr>
|
||||
|
@ -5,7 +5,7 @@
|
||||
<table class="gf-table">
|
||||
<thead>
|
||||
<tr class="mat-header-row">
|
||||
<th class="mat-header-cell px-1 py-2 text-right" i18n>#</th>
|
||||
<th class="mat-header-cell px-1 py-2 text-right">#</th>
|
||||
<th class="mat-header-cell px-1 py-2" i18n>User</th>
|
||||
<th class="mat-header-cell px-1 py-2 text-right" i18n>
|
||||
Registration
|
||||
|
@ -23,7 +23,7 @@
|
||||
This instance is running Ghostfolio {{ version }} and has been
|
||||
last published on {{ lastPublish }}.
|
||||
</ng-container>
|
||||
<ng-container *ngIf="hasPermissionForSubscription" i18n
|
||||
<ng-container *ngIf="hasPermissionForStatistics" i18n
|
||||
>Check the system status at
|
||||
<a href="https://status.ghostfol.io" title="Ghostfolio status"
|
||||
>status.ghostfol.io</a
|
||||
@ -108,8 +108,11 @@
|
||||
<mat-card-content>
|
||||
<div class="row">
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.activeUsers1d">
|
||||
{{ statistics?.activeUsers1d ?? '-' }}
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.activeUsers1d === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers1d || '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>Active Users</span> <small class="text-muted"
|
||||
@ -118,7 +121,10 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.activeUsers7d">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.activeUsers7d === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers7d ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
@ -128,7 +134,10 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.activeUsers30d">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.activeUsers30d === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers30d ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
@ -138,7 +147,7 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.newUsers30d">
|
||||
<h3 class="mb-0" [hidden]="statistics?.newUsers30d === undefined">
|
||||
{{ statistics?.newUsers30d ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
@ -148,13 +157,19 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.gitHubContributors">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.gitHubContributors === undefined"
|
||||
>
|
||||
{{ statistics?.gitHubContributors ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0" i18n>Contributors on GitHub</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3 class="mb-0" [hidden]="!statistics?.gitHubStargazers">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.gitHubStargazers === undefined"
|
||||
>
|
||||
{{ statistics?.gitHubStargazers ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0" i18n>Stars on GitHub</div>
|
||||
|
@ -14,7 +14,6 @@
|
||||
}
|
||||
|
||||
.intro-container {
|
||||
background-color: #ffffff;
|
||||
margin-top: -5rem;
|
||||
|
||||
.intro-inner-container {
|
||||
@ -37,4 +36,10 @@
|
||||
background-color: var(--dark-background);
|
||||
}
|
||||
}
|
||||
|
||||
.intro-container {
|
||||
.intro {
|
||||
background-image: url('/assets/intro-dark.jpg') !important;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -131,7 +131,7 @@
|
||||
</mat-form-field>
|
||||
</div>
|
||||
<div>
|
||||
<mat-form-field appearance="outline" class="unit-price w-100">
|
||||
<mat-form-field appearance="outline" class="w-100">
|
||||
<mat-label i18n>Unit Price</mat-label>
|
||||
<input
|
||||
matInput
|
||||
|
@ -8,7 +8,6 @@
|
||||
}
|
||||
|
||||
.intro-container {
|
||||
background-color: #ffffff;
|
||||
margin-top: -5rem;
|
||||
|
||||
.intro-inner-container {
|
||||
@ -24,3 +23,17 @@
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
:host-context(.is-dark-theme) {
|
||||
.button-container {
|
||||
.mat-stroked-button {
|
||||
background-color: var(--dark-background);
|
||||
}
|
||||
}
|
||||
|
||||
.intro-container {
|
||||
.intro {
|
||||
background-image: url('/assets/intro-dark.jpg') !important;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -1,5 +1,7 @@
|
||||
import { HttpClient } from '@angular/common/http';
|
||||
import { Injectable } from '@angular/core';
|
||||
import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
|
||||
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
|
||||
import { DATE_FORMAT } from '@ghostfolio/common/helper';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { format } from 'date-fns';
|
||||
@ -35,4 +37,40 @@ export class AdminService {
|
||||
|
||||
return this.http.post<MarketData | void>(url, {});
|
||||
}
|
||||
|
||||
public fetchSymbolForDate({
|
||||
dataSource,
|
||||
date,
|
||||
symbol
|
||||
}: {
|
||||
dataSource: DataSource;
|
||||
date: Date;
|
||||
symbol: string;
|
||||
}) {
|
||||
const url = `/api/symbol/${dataSource}/${symbol}/${format(
|
||||
date,
|
||||
DATE_FORMAT
|
||||
)}`;
|
||||
|
||||
return this.http.get<IDataProviderHistoricalResponse>(url);
|
||||
}
|
||||
|
||||
public putMarketData({
|
||||
dataSource,
|
||||
date,
|
||||
marketData,
|
||||
symbol
|
||||
}: {
|
||||
dataSource: DataSource;
|
||||
date: Date;
|
||||
marketData: UpdateMarketDataDto;
|
||||
symbol: string;
|
||||
}) {
|
||||
const url = `/api/admin/market-data/${dataSource}/${symbol}/${format(
|
||||
date,
|
||||
DATE_FORMAT
|
||||
)}`;
|
||||
|
||||
return this.http.put<MarketData>(url, marketData);
|
||||
}
|
||||
}
|
||||
|
BIN
apps/client/src/assets/intro-dark.jpg
Normal file
BIN
apps/client/src/assets/intro-dark.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 152 KiB |
@ -1,5 +1,15 @@
|
||||
version: '3.7'
|
||||
services:
|
||||
ghostfolio:
|
||||
build: ../
|
||||
env_file:
|
||||
- ../.env
|
||||
environment:
|
||||
DATABASE_URL: postgresql://user:password@postgres:5432/ghostfolio-db?sslmode=prefer
|
||||
REDIS_HOST: 'redis'
|
||||
ports:
|
||||
- 3333:3333
|
||||
|
||||
postgres:
|
||||
image: postgres:12
|
||||
env_file:
|
||||
@ -10,15 +20,5 @@ services:
|
||||
redis:
|
||||
image: 'redis:alpine'
|
||||
|
||||
ghostfolio:
|
||||
build: ../
|
||||
env_file:
|
||||
- ../.env
|
||||
environment:
|
||||
REDIS_HOST: 'redis'
|
||||
DATABASE_URL: postgresql://user:password@postgres:5432/ghostfolio-db?sslmode=prefer
|
||||
ports:
|
||||
- 3333:3333
|
||||
|
||||
volumes:
|
||||
postgres:
|
22
docker/docker-compose.dev.yml
Normal file
22
docker/docker-compose.dev.yml
Normal file
@ -0,0 +1,22 @@
|
||||
version: '3.7'
|
||||
services:
|
||||
postgres:
|
||||
image: postgres:12
|
||||
container_name: postgres
|
||||
restart: unless-stopped
|
||||
ports:
|
||||
- 5432:5432
|
||||
env_file:
|
||||
- ../.env
|
||||
volumes:
|
||||
- postgres:/var/lib/postgresql/data
|
||||
|
||||
redis:
|
||||
image: 'redis:alpine'
|
||||
container_name: redis
|
||||
restart: unless-stopped
|
||||
ports:
|
||||
- 6379:6379
|
||||
|
||||
volumes:
|
||||
postgres:
|
@ -1,11 +1,17 @@
|
||||
version: '3.7'
|
||||
services:
|
||||
ghostfolio:
|
||||
image: ghostfolio/ghostfolio
|
||||
env_file:
|
||||
- ../.env
|
||||
environment:
|
||||
DATABASE_URL: postgresql://user:password@postgres:5432/ghostfolio-db?sslmode=prefer
|
||||
REDIS_HOST: 'redis'
|
||||
ports:
|
||||
- 3333:3333
|
||||
|
||||
postgres:
|
||||
image: postgres:12
|
||||
container_name: postgres
|
||||
restart: unless-stopped
|
||||
ports:
|
||||
- 5432:5432
|
||||
env_file:
|
||||
- ../.env
|
||||
volumes:
|
||||
@ -13,10 +19,6 @@ services:
|
||||
|
||||
redis:
|
||||
image: 'redis:alpine'
|
||||
container_name: redis
|
||||
restart: unless-stopped
|
||||
ports:
|
||||
- 6379:6379
|
||||
|
||||
volumes:
|
||||
postgres:
|
||||
|
@ -5,6 +5,4 @@ export interface PortfolioPerformance {
|
||||
currentNetPerformance: number;
|
||||
currentNetPerformancePercent: number;
|
||||
currentValue: number;
|
||||
isAllTimeHigh: boolean;
|
||||
isAllTimeLow: boolean;
|
||||
}
|
||||
|
@ -1,6 +1,6 @@
|
||||
{
|
||||
"name": "ghostfolio",
|
||||
"version": "1.89.0",
|
||||
"version": "1.93.0",
|
||||
"homepage": "https://ghostfol.io",
|
||||
"license": "AGPL-3.0",
|
||||
"scripts": {
|
||||
@ -105,6 +105,7 @@
|
||||
"passport": "0.4.1",
|
||||
"passport-google-oauth20": "2.0.0",
|
||||
"passport-jwt": "4.0.0",
|
||||
"prisma": "3.6.0",
|
||||
"reflect-metadata": "0.1.13",
|
||||
"round-to": "5.0.0",
|
||||
"rxjs": "7.4.0",
|
||||
@ -161,7 +162,6 @@
|
||||
"jest": "27.2.3",
|
||||
"jest-preset-angular": "11.0.0",
|
||||
"prettier": "2.3.2",
|
||||
"prisma": "3.6.0",
|
||||
"replace-in-file": "6.2.0",
|
||||
"rimraf": "3.0.2",
|
||||
"ts-jest": "27.0.5",
|
||||
|
@ -0,0 +1,59 @@
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Access" DROP CONSTRAINT "Access_granteeUserId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Access" DROP CONSTRAINT "Access_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Account" DROP CONSTRAINT "Account_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Analytics" DROP CONSTRAINT "Analytics_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "AuthDevice" DROP CONSTRAINT "AuthDevice_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Order" DROP CONSTRAINT "Order_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Settings" DROP CONSTRAINT "Settings_userId_fkey";
|
||||
|
||||
-- DropForeignKey
|
||||
ALTER TABLE "Subscription" DROP CONSTRAINT "Subscription_userId_fkey";
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Access" ADD CONSTRAINT "Access_granteeUserId_fkey" FOREIGN KEY ("granteeUserId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Access" ADD CONSTRAINT "Access_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Account" ADD CONSTRAINT "Account_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Analytics" ADD CONSTRAINT "Analytics_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "AuthDevice" ADD CONSTRAINT "AuthDevice_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Order" ADD CONSTRAINT "Order_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Settings" ADD CONSTRAINT "Settings_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Subscription" ADD CONSTRAINT "Subscription_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- RenameIndex
|
||||
ALTER INDEX "MarketData.date_symbol_unique" RENAME TO "MarketData_date_symbol_key";
|
||||
|
||||
-- RenameIndex
|
||||
ALTER INDEX "MarketData.symbol_index" RENAME TO "MarketData_symbol_idx";
|
||||
|
||||
-- RenameIndex
|
||||
ALTER INDEX "Platform.url_unique" RENAME TO "Platform_url_key";
|
||||
|
||||
-- RenameIndex
|
||||
ALTER INDEX "SymbolProfile.dataSource_symbol_unique" RENAME TO "SymbolProfile_dataSource_symbol_key";
|
@ -159,12 +159,12 @@ async function main() {
|
||||
{
|
||||
assetClass: 'CASH',
|
||||
assetSubClass: 'CRYPTOCURRENCY',
|
||||
countries: null,
|
||||
countries: undefined,
|
||||
currency: 'USD',
|
||||
dataSource: DataSource.YAHOO,
|
||||
id: 'fdc42ea6-1321-44f5-9fb0-d7f1f2cf9b1e',
|
||||
name: 'Bitcoin USD',
|
||||
sectors: null,
|
||||
sectors: undefined,
|
||||
symbol: 'BTCUSD'
|
||||
},
|
||||
{
|
||||
|
5
publish-docker-image.sh
Executable file
5
publish-docker-image.sh
Executable file
@ -0,0 +1,5 @@
|
||||
set -xe
|
||||
echo "$DOCKER_HUB_ACCESS_TOKEN" | docker login -u "$DOCKER_HUB_USERNAME" --password-stdin
|
||||
|
||||
docker build -t ghostfolio/ghostfolio:$TRAVIS_TAG -t ghostfolio/ghostfolio:latest .
|
||||
docker push ghostfolio/ghostfolio --all-tags
|
2
test/import/invalid-currency.csv
Normal file
2
test/import/invalid-currency.csv
Normal file
@ -0,0 +1,2 @@
|
||||
Date,Code,Currency,Price,Quantity,Action,Fee
|
||||
12/12/2021,BTC,EUR,44558.42,1,buy,0
|
|
Reference in New Issue
Block a user