Compare commits

...

68 Commits

Author SHA1 Message Date
a83441b3ba Release 1.101.0 (#621) 2022-01-08 18:21:33 +01:00
075431d868 Feature/add google sheets as data source (#620)
* Add google sheets as data source

* Update changelog
2022-01-08 18:19:25 +01:00
0168c1c4e8 Feature/exclude url pattern of shared portfolios in robots.txt (#619)
* Exclude shared portfolios

* Update changelog
2022-01-08 09:37:54 +01:00
07de8f87fc Set market prices explicitly (#618)
* Set market prices explicitly

* Set comments explicitly
2022-01-07 08:09:12 +01:00
3e16041c16 Release 1.100.0 (#617) 2022-01-05 20:24:34 +01:00
5882b7914d Feature/add first months in open source blog post (#616)
* Add blog post

* Update changelog
2022-01-05 20:22:59 +01:00
69c9e259b1 Bugfix/fix routing of create activity dialog (#615)
* Fix routing of create activity dialog

* Update changelog
2022-01-03 21:31:55 +01:00
aca37a27f9 Feature/add top performers to analysis page (#613)
* Add Top 3 / Bottom 3 performers

* Update changelog
2022-01-02 13:29:45 +01:00
313d2a2f79 Release 1.99.0 (#612) 2022-01-01 16:40:55 +01:00
9ac67b0af2 Feature/expose profile data gathering by symbol endpoint (#611)
* Expose profile data gathering by symbol endpoint

* Update changelog
2022-01-01 16:18:18 +01:00
1e526852a7 Bugfix/fix mapping for russia in trackinsight data enhancer (#610)
* Fix mapping for Russia

* Update changelog
2022-01-01 13:55:53 +01:00
e54638a684 Feature/improve analysis page (#609)
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
2022-01-01 12:09:49 +01:00
0179823ad9 Feature/restructure about page (#608)
* Restructure about page: introduce pages for blog and changelog

* Update changelog
2022-01-01 10:10:37 +01:00
029b7bed9a Bugfix/improve error handling in position api endpoint (#607)
* Add guards

* Update changelog
2021-12-31 22:00:58 +01:00
635f10e2d0 Bugfix/hide data provider warning while loading (#605)
* Hide data provider warning while loading

* Update changelog
2021-12-31 10:21:41 +01:00
cebf879d67 Feature/refactor demo user (#604)
* Refactor demo user id

* Update changelog
2021-12-31 09:52:03 +01:00
124bdc028d Bugfix/fix reload of position detail dialog (#603)
* Fix reload of position detail dialog

* Update changelog
2021-12-31 09:51:30 +01:00
d69a69ce18 Bugfix/fix exception with market state (#602)
* Fix exception with market state

* Update changelog
2021-12-30 22:19:08 +01:00
15344513ce Feature/upgrade chart.js to version 3.7.0 (#601)
* Upgrade chart.js from version 3.5.0 to 3.7.0

* Update changelog
2021-12-30 22:18:39 +01:00
b291d9e031 Feature/refactor transactions to activities table (#600)
* Refactor transactions to activities table with attributes and routes

* Update changelog
2021-12-30 18:56:51 +01:00
bee702302f Upgrade angular and Nx dependencies (#599) 2021-12-30 17:31:07 +01:00
bb56e09a13 Clean up preview feature flag (#598) 2021-12-30 10:15:30 +01:00
0873f539c5 Release 1.98.0 (#597) 2021-12-29 18:40:18 +01:00
6dcd801d05 Feature/extend statistics section with users in slack community (#596)
* Extend statistics with users in Slack community

* Update changelog
2021-12-29 18:38:55 +01:00
77065dac50 Feature/add date range selector to holdings tab (#595)
* Add date range selector to holdings tab

* Update changelog
2021-12-29 18:14:24 +01:00
438484879d Bugfix/fix creation of historical data (#594)
* Fix creation of historical data (upsert instead of update)

* Update changelog
2021-12-29 17:03:37 +01:00
e37a650c70 Bugfix/fix scrolling issue in position detail dialog on mobile (#593)
* Fix scrolling in position detail dialog on mobile

* Update changelog
2021-12-29 10:51:11 +01:00
6e8c90b3fc Release 1.97.0 (#592) 2021-12-28 21:40:10 +01:00
9e1a7fc981 Feature/dividend (#547)
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
ff638adf03 Feature/add transactions to position detail dialog (#591)
* Add transactions to position detail dialog

* Update changelog
2021-12-28 17:45:04 +01:00
fa44cee781 Release 1.96.0 (#590) 2021-12-27 21:08:33 +01:00
db1d474ddf Feature/more discreet data provider warning (#589)
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
2021-12-27 12:14:41 +01:00
994275e093 Feature/upgrade angular 3rd party dependencies (#588)
* Upgrade angular 3rd party dependencies
  * ngx-device-detector
  * ngx-markdown
  * ngx-stripe

* Update changelog
2021-12-26 21:58:56 +01:00
ee397c8047 Bugfix/fix file type detection for import (#587)
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")

* Update changelog
2021-12-26 20:54:53 +01:00
7203939c42 Feature/upgrade prisma to version 3.7.0 (#586)
* Upgrade prisma from version 3.6.0 to 3.7.0

* Update changelog
2021-12-26 17:30:26 +01:00
9725f16c81 Clean up schema.prisma (#584) 2021-12-26 14:33:18 +01:00
bb8b1e4f43 Release 1.95.0 (#583) 2021-12-26 10:14:13 +01:00
9d3610331a Add guard (#582) 2021-12-26 10:07:51 +01:00
0043b44670 Feature/improve data gathering for currencies (#581)
* Improve data gathering for currencies, add warning if it fails

* Update changelog
2021-12-26 09:15:10 +01:00
bbc4e64cb4 Bugfix/filter currencies with null value (#579)
* Filter currencies with null value

* Update changelog
2021-12-25 17:08:56 +01:00
c7f4825499 Release 1.94.0 (#578) 2021-12-25 14:45:58 +01:00
8f583709ef Feature/add support for cosmos and polkadot (#577)
* Add support for cryptocurrencies ATOM and DOT

* Update changelog
2021-12-25 14:23:07 +01:00
4c30212a72 Feature/improve data gathering (#576)
* Eliminate benchmarks to gather

* Optimize 7d data gathering

* Update changelog
2021-12-25 14:18:46 +01:00
cade2f6a5e Feature/upgrade prettier to version 2.5.1 (#575)
* Upgrade prettier from version 2.3.2 to 2.5.1

* Update changelog
2021-12-25 10:29:56 +01:00
3b9a8fabb5 Clean up (#574) 2021-12-24 18:42:30 +01:00
3435b3a348 Feature/make the csv import more flexible (#573)
* Make the csv import more flexible

* Update changelog
2021-12-24 18:21:27 +01:00
5d39b267ab write portfolio calculator test case for symbol BALN.SW (refs #554) (#572) 2021-12-24 17:52:08 +01:00
ffaaa14dba Feature/increase fear and greed index to 30 days (#571)
* Increase Fear & Greed index to 30 days

* Update changelog
2021-12-24 09:40:24 +01:00
c65746d119 Simplify instructions for development setup (#570) 2021-12-22 18:09:00 +01:00
1a6840f1f6 Fix instruction for database setup (#568) 2021-12-21 20:59:01 +01:00
fb7fb886f6 Fix anchor link (#567) 2021-12-21 20:53:15 +01:00
127abb8f4e Release 1.93.0 (#566) 2021-12-21 20:24:24 +01:00
ed1136999a Feature/extend documentation for self hosting (#565)
* Extend documentation for self-hosting

* Add tag "latest" to docker image

* Update changelog
2021-12-21 20:22:58 +01:00
9f545e3e2b Feature/add cryptocurrency solana (#563)
* Add support for Solana and clean up symbol conversion (SOL1USD)

* Update changelog
2021-12-20 21:24:58 +01:00
1602f976f0 Feature/convert errors to warnings in portfolio calculator (#562)
* Convert errors to warnings

* Update changelog
2021-12-20 21:03:12 +01:00
4bf4c1a8a3 Release 1.92.0 (#561) 2021-12-19 16:57:22 +01:00
e78755c280 Replace OrderType with Type (prisma) (#560) 2021-12-19 16:52:35 +01:00
7772684413 Bugfix/fix permission for system status page (#559)
* Fix permission

* Update changelog
2021-12-19 15:55:03 +01:00
955302666e Bugfix/improve redirection on logout (#558)
* Improve redirection on logout

* Update changelog
2021-12-19 13:45:28 +01:00
ddce8cc7f9 Feature/support update of historical data (#557)
* Support update of historical data

* Update changelog
2021-12-19 10:57:50 +01:00
aca0d77e91 Feature/add line chart to historical data view (#555)
* Add line chart

* Update changelog
2021-12-18 16:43:34 +01:00
8b9379f5ce Release 1.91.0 (#553) 2021-12-18 11:41:13 +01:00
0806d0dc92 Bugfix/fix hidden statistics values (#552)
* Fix hidden values (0)

* Update changelog
2021-12-18 11:13:32 +01:00
e518bc3779 Feature/clean up all time high and low from performance endpoint (#551)
* Remove isAllTimeHigh / isAllTimeLow

* Update changelog
2021-12-18 09:20:42 +01:00
eff807dd9a Add tests for yahoo Finance symbol conversion (#550)
* Add tests for yahoo Finance symbol conversion

* Refactoring
2021-12-18 09:04:52 +01:00
155bf67f60 Bugfix/fix symbol conversion from yahoo finance with hyphen (#549)
* Fix symbol conversion from Yahoo Finance

* Update changelog
2021-12-16 18:44:08 +01:00
9aefe3747e Feature/migrate database schema to prisma 3 (#546)
* Add migration after upgrade to prisma 3

* Update changelog
2021-12-15 21:56:29 +01:00
0878febded build(prisma): fix populating database when attributes have null value (#545) 2021-12-15 21:04:26 +01:00
141 changed files with 4430 additions and 1992 deletions

View File

@ -5,6 +5,159 @@ 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).
## 1.101.0 - 08.01.2022
### Added
- Added `GOOGLE_SHEETS` as a new data source type
### Changed
- Excluded the url pattern of shared portfolios in the `robots.txt` file
### Todo
- Apply data migration (`yarn database:migrate`)
## 1.100.0 - 05.01.2022
### Added
- Added the _Top 3_ and _Bottom 3_ performers to the analysis page
- Added a blog post
### Fixed
- Fixed the routing of the create activity dialog
- Fixed the link color in the blog posts
## 1.99.0 - 01.01.2022
### Added
- Exposed the profile data gathering by symbol as an endpoint
### Changed
- Improved the portfolio analysis page: show the y-axis and extend the chart in relation to the days in market
- Restructured the about page
- Start refactoring _transactions_ to _activities_
- Refactored the demo user id
- Upgraded `angular` from version `13.0.2` to `13.1.1`
- Upgraded `chart.js` from version `3.5.0` to `3.7.0`
- Upgraded `Nx` from version `13.3.0` to `13.4.1`
### Fixed
- Hid the data provider warning while loading
- Fixed an exception with the market state caused by a failed data provider request
- Fixed an exception in the portfolio position endpoint
- Fixed the reload of the position detail dialog (with query parameters)
- Fixed the missing mapping for Russia in the data enhancer for symbol profile data via _Trackinsight_
## 1.98.0 - 29.12.2021
### Added
- Added the date range component to the holdings tab
### Changed
- Extended the statistics section on the about page (users in Slack community)
### Fixed
- Fixed the creation of historical data in the admin control panel (upsert instead of update)
- Fixed the scrolling issue in the position detail dialog on mobile
## 1.97.0 - 28.12.2021
### Added
- Added the transactions to the position detail dialog
- Added support for dividend
### Todo
- Apply data migration (`yarn database:migrate`)
## 1.96.0 - 27.12.2021
### Changed
- Made the data provider warning more discreet
- Upgraded `http-status-codes` from version `2.1.4` to `2.2.0`
- Upgraded `ngx-device-detector` from version `2.1.1` to `3.0.0`
- Upgraded `ngx-markdown` from version `12.0.1` to `13.0.0`
- Upgraded `ngx-stripe` from version `12.0.2` to `13.0.0`
- Upgraded `prisma` from version `3.6.0` to `3.7.0`
### Fixed
- Fixed the file type detection in the import functionality for transactions
## 1.95.0 - 26.12.2021
### Added
- Added a warning to the log if the data gathering fails
### Fixed
- Filtered potential `null` currencies
- Improved the 7d data gathering optimization for currencies
## 1.94.0 - 25.12.2021
### Added
- Added support for cryptocurrencies _Cosmos_ (`ATOM-USD`) and _Polkadot_ (`DOT-USD`)
### Changed
- Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 30 days
- Made the import functionality for transactions by `csv` files more flexible
- Optimized the 7d data gathering (only consider symbols with incomplete market data)
- Upgraded `prettier` from version `2.3.2` to `2.5.1`
## 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

View File

@ -34,7 +34,7 @@
Our official **[Ghostfolio Premium](https://ghostfol.io/pricing)** 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.
If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the section [Run with Docker](#run-with-docker).
If you prefer to run Ghostfolio on your own infrastructure (self-hosting), please find further instructions in the section [Run with Docker](#run-with-docker-self-hosting).
## Why Ghostfolio?
@ -81,27 +81,43 @@ 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
```
### Setup Database
#### Setup Database
Run the following command to setup the database once Ghostfolio is running:
```bash
docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:setup
docker-compose -f docker/docker-compose.yml exec ghostfolio yarn database:setup
```
### 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
Run the following command to setup the database once Ghostfolio is running:
```bash
docker-compose -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
```
### Fetch Historical Data
@ -112,6 +128,12 @@ 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:
@ -131,9 +153,7 @@ docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn dat
### Setup
1. Run `yarn install`
1. Run `cd docker`
1. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `cd -` to go back to the project root directory
1. Run `docker-compose -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `yarn database:setup` to initialize the database schema and populate your database with (example) data
1. Start server and client (see [_Development_](#Development))
1. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`

View File

@ -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
) {}
@ -94,6 +96,29 @@ export class AdminController {
return;
}
@Post('gather/profile-data/:dataSource/:symbol')
@UseGuards(AuthGuard('jwt'))
public async gatherProfileDataForSymbol(
@Param('dataSource') dataSource: DataSource,
@Param('symbol') symbol: string
): Promise<void> {
if (
!hasPermission(
this.request.user.permissions,
permissions.accessAdminControl
)
) {
throw new HttpException(
getReasonPhrase(StatusCodes.FORBIDDEN),
StatusCodes.FORBIDDEN
);
}
this.dataGatheringService.gatherProfileData([{ dataSource, symbol }]);
return;
}
@Post('gather/:dataSource/:symbol')
@UseGuards(AuthGuard('jwt'))
public async gatherSymbol(
@ -173,7 +198,7 @@ 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 +215,39 @@ 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: { ...data, dataSource },
where: {
date_symbol: {
date,
symbol
}
}
});
}
@Put('settings/:key')
@UseGuards(AuthGuard('jwt'))
public async updateProperty(

View File

@ -0,0 +1,6 @@
import { IsNumber } from 'class-validator';
export class UpdateMarketDataDto {
@IsNumber()
marketPrice: number;
}

View File

@ -6,7 +6,9 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
import {
DEMO_USER_ID,
PROPERTY_IS_READ_ONLY_MODE,
PROPERTY_SLACK_COMMUNITY_USERS,
PROPERTY_STRIPE_CONFIG,
PROPERTY_SYSTEM_MESSAGE
} from '@ghostfolio/common/config';
@ -22,7 +24,6 @@ import { subDays } from 'date-fns';
@Injectable()
export class InfoService {
private static CACHE_KEY_STATISTICS = 'STATISTICS';
private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
public constructor(
private readonly configurationService: ConfigurationService,
@ -187,9 +188,15 @@ export class InfoService {
});
}
private async countSlackCommunityUsers() {
return (await this.propertyService.getByKey(
PROPERTY_SLACK_COMMUNITY_USERS
)) as string;
}
private getDemoAuthToken() {
return this.jwtService.sign({
id: InfoService.DEMO_USER_ID
id: DEMO_USER_ID
});
}
@ -218,19 +225,19 @@ export class InfoService {
} catch {}
const activeUsers1d = await this.countActiveUsers(1);
const activeUsers7d = await this.countActiveUsers(7);
const activeUsers30d = await this.countActiveUsers(30);
const newUsers30d = await this.countNewUsers(30);
const gitHubContributors = await this.countGitHubContributors();
const gitHubStargazers = await this.countGitHubStargazers();
const slackCommunityUsers = await this.countSlackCommunityUsers();
statistics = {
activeUsers1d,
activeUsers7d,
activeUsers30d,
gitHubContributors,
gitHubStargazers,
newUsers30d
newUsers30d,
slackCommunityUsers
};
await this.redisCacheService.set(

View File

@ -66,28 +66,21 @@ export class OrderController {
this.request.user.id
);
let orders = await this.orderService.orders({
include: {
Account: {
include: {
Platform: true
}
},
SymbolProfile: {
select: {
name: true
}
}
},
orderBy: { date: 'desc' },
where: { userId: impersonationUserId || this.request.user.id }
let orders = await this.orderService.getOrders({
includeDrafts: true,
userId: impersonationUserId || this.request.user.id
});
if (
impersonationUserId ||
this.userService.isRestrictedView(this.request.user)
) {
orders = nullifyValuesInObjects(orders, ['fee', 'quantity', 'unitPrice']);
orders = nullifyValuesInObjects(orders, [
'fee',
'quantity',
'unitPrice',
'value'
]);
}
return orders;

View File

@ -3,7 +3,8 @@ 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 { DataSource, Order, Prisma } from '@prisma/client';
import { DataSource, Order, Prisma, Type as TypeOfOrder } from '@prisma/client';
import Big from 'big.js';
import { endOfToday, isAfter } from 'date-fns';
@Injectable()
@ -82,11 +83,13 @@ export class OrderService {
});
}
public getOrders({
public async getOrders({
includeDrafts = false,
types,
userId
}: {
includeDrafts?: boolean;
types?: TypeOfOrder[];
userId: string;
}) {
const where: Prisma.OrderWhereInput = { userId };
@ -95,15 +98,39 @@ export class OrderService {
where.isDraft = false;
}
return this.orders({
where,
include: {
// eslint-disable-next-line @typescript-eslint/naming-convention
Account: true,
// eslint-disable-next-line @typescript-eslint/naming-convention
SymbolProfile: true
},
orderBy: { date: 'asc' }
if (types) {
where.OR = types.map((type) => {
return {
type: {
equals: type
}
};
});
}
return (
await this.orders({
where,
include: {
// eslint-disable-next-line @typescript-eslint/naming-convention
Account: {
include: {
Platform: true
}
},
// eslint-disable-next-line @typescript-eslint/naming-convention
SymbolProfile: true
},
orderBy: { date: 'asc' }
})
).map((order) => {
return {
...order,
value: new Big(order.quantity)
.mul(order.unitPrice)
.plus(order.fee)
.toNumber()
};
});
}

View File

@ -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;
}

View File

@ -1,3 +1,4 @@
import { OrderWithAccount } from '@ghostfolio/common/types';
import { AssetClass, AssetSubClass } from '@prisma/client';
export interface PortfolioPositionDetail {
@ -16,6 +17,7 @@ export interface PortfolioPositionDetail {
name: string;
netPerformance: number;
netPerformancePercent: number;
orders: OrderWithAccount[];
quantity: number;
symbol: string;
transactionCount: number;

File diff suppressed because it is too large Load Diff

View File

@ -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:

View File

@ -10,12 +10,12 @@ import { baseCurrency } from '@ghostfolio/common/config';
import {
PortfolioChart,
PortfolioDetails,
PortfolioInvestments,
PortfolioPerformance,
PortfolioPublicDetails,
PortfolioReport,
PortfolioSummary
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Controller,
@ -48,46 +48,10 @@ export class PortfolioController {
private readonly userService: UserService
) {}
@Get('investments')
@UseGuards(AuthGuard('jwt'))
public async findAll(
@Headers('impersonation-id') impersonationId,
@Res() res: Response
): Promise<InvestmentItem[]> {
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
res.status(StatusCodes.FORBIDDEN);
return <any>res.json([]);
}
let investments = await this.portfolioService.getInvestments(
impersonationId
);
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
const maxInvestment = investments.reduce(
(investment, item) => Math.max(investment, item.investment),
1
);
investments = investments.map((item) => ({
date: item.date,
investment: item.investment / maxInvestment
}));
}
return <any>res.json(investments);
}
@Get('chart')
@UseGuards(AuthGuard('jwt'))
public async getChart(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Query('range') range,
@Res() res: Response
): Promise<PortfolioChart> {
@ -98,18 +62,14 @@ export class PortfolioController {
let chartData = historicalDataContainer.items;
let hasNullValue = false;
let hasError = false;
chartData.forEach((chartDataItem) => {
if (hasNotDefinedValuesInObject(chartDataItem)) {
hasNullValue = true;
hasError = true;
}
});
if (hasNullValue) {
res.status(StatusCodes.ACCEPTED);
}
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
@ -131,6 +91,7 @@ export class PortfolioController {
}
return <any>res.json({
hasError,
chart: chartData,
isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
isAllTimeLow: historicalDataContainer.isAllTimeLow
@ -140,7 +101,7 @@ export class PortfolioController {
@Get('details')
@UseGuards(AuthGuard('jwt'))
public async getDetails(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Query('range') range,
@Res() res: Response
): Promise<PortfolioDetails> {
@ -152,6 +113,8 @@ export class PortfolioController {
return <any>res.json({ accounts: {}, holdings: {} });
}
let hasError = false;
const { accounts, holdings, hasErrors } =
await this.portfolioService.getDetails(
impersonationId,
@ -160,7 +123,7 @@ export class PortfolioController {
);
if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
res.status(StatusCodes.ACCEPTED);
hasError = true;
}
if (
@ -198,43 +161,74 @@ export class PortfolioController {
}
}
return <any>res.json({ accounts, holdings });
return <any>res.json({ accounts, hasError, holdings });
}
@Get('investments')
@UseGuards(AuthGuard('jwt'))
public async getInvestments(
@Headers('impersonation-id') impersonationId: string,
@Res() res: Response
): Promise<PortfolioInvestments> {
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription.type === 'Basic'
) {
res.status(StatusCodes.FORBIDDEN);
return <any>res.json({});
}
let investments = await this.portfolioService.getInvestments(
impersonationId
);
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
const maxInvestment = investments.reduce(
(investment, item) => Math.max(investment, item.investment),
1
);
investments = investments.map((item) => ({
date: item.date,
investment: item.investment / maxInvestment
}));
}
return <any>res.json({ firstOrderDate: investments[0]?.date, investments });
}
@Get('performance')
@UseGuards(AuthGuard('jwt'))
public async getPerformance(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Query('range') range,
@Res() res: Response
): Promise<PortfolioPerformance> {
): Promise<{ hasErrors: boolean; performance: PortfolioPerformance }> {
const performanceInformation = await this.portfolioService.getPerformance(
impersonationId,
range
);
if (performanceInformation?.hasErrors) {
res.status(StatusCodes.ACCEPTED);
}
let performance = performanceInformation.performance;
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
) {
performance = nullifyValuesInObject(performance, [
'currentGrossPerformance',
'currentValue'
]);
performanceInformation.performance = nullifyValuesInObject(
performanceInformation.performance,
['currentGrossPerformance', 'currentValue']
);
}
return <any>res.json(performance);
return <any>res.json(performanceInformation);
}
@Get('positions')
@UseGuards(AuthGuard('jwt'))
public async getPositions(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Query('range') range,
@Res() res: Response
): Promise<PortfolioPositions> {
@ -243,10 +237,6 @@ export class PortfolioController {
range
);
if (result?.hasErrors) {
res.status(StatusCodes.ACCEPTED);
}
if (
impersonationId ||
this.userService.isRestrictedView(this.request.user)
@ -340,6 +330,7 @@ export class PortfolioController {
'currentGrossPerformance',
'currentNetPerformance',
'currentValue',
'dividend',
'fees',
'netWorth',
'totalBuy',
@ -353,7 +344,7 @@ export class PortfolioController {
@Get('position/:symbol')
@UseGuards(AuthGuard('jwt'))
public async getPosition(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Param('symbol') symbol
): Promise<PortfolioPositionDetail> {
let position = await this.portfolioService.getPosition(
@ -370,6 +361,7 @@ export class PortfolioController {
'grossPerformance',
'investment',
'netPerformance',
'orders',
'quantity',
'value'
]);
@ -387,7 +379,7 @@ export class PortfolioController {
@Get('report')
@UseGuards(AuthGuard('jwt'))
public async getReport(
@Headers('impersonation-id') impersonationId,
@Headers('impersonation-id') impersonationId: string,
@Res() res: Response
): Promise<PortfolioReport> {
if (

View File

@ -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,
@ -60,7 +55,7 @@ import {
subDays,
subYears
} from 'date-fns';
import { isEmpty } from 'lodash';
import { isEmpty, sortBy } from 'lodash';
import {
HistoricalDataContainer,
@ -155,12 +150,33 @@ export class PortfolioService {
return [];
}
return portfolioCalculator.getInvestments().map((item) => {
const investments = portfolioCalculator.getInvestments().map((item) => {
return {
date: item.date,
investment: item.investment.toNumber()
};
});
// Add investment of today
const investmentOfToday = investments.filter((investment) => {
return investment.date === format(new Date(), DATE_FORMAT);
});
if (investmentOfToday.length <= 0) {
const pastInvestments = investments.filter((investment) => {
return isBefore(parseDate(investment.date), new Date());
});
const lastInvestment = pastInvestments[pastInvestments.length - 1];
investments.push({
date: format(new Date(), DATE_FORMAT),
investment: lastInvestment?.investment ?? 0
});
}
return sortBy(investments, (investment) => {
return investment.date;
});
}
public async getChart(
@ -393,6 +409,7 @@ export class PortfolioService {
name: undefined,
netPerformance: undefined,
netPerformancePercent: undefined,
orders: [],
quantity: undefined,
symbol: aSymbol,
transactionCount: undefined,
@ -405,17 +422,21 @@ export class PortfolioService {
const positionCurrency = orders[0].currency;
const name = orders[0].SymbolProfile?.name ?? '';
const portfolioOrders: PortfolioOrder[] = orders.map((order) => ({
currency: order.currency,
dataSource: order.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(order.fee),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
type: <OrderType>order.type,
unitPrice: new Big(order.unitPrice)
}));
const portfolioOrders: PortfolioOrder[] = orders
.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
})
.map((order) => ({
currency: order.currency,
dataSource: order.dataSource,
date: format(order.date, DATE_FORMAT),
fee: new Big(order.fee),
name: order.SymbolProfile?.name,
quantity: new Big(order.quantity),
symbol: order.symbol,
type: order.type,
unitPrice: new Big(order.unitPrice)
}));
const portfolioCalculator = new PortfolioCalculator(
this.currentRateService,
@ -447,17 +468,17 @@ export class PortfolioService {
// Convert investment, gross and net performance to currency of user
const userCurrency = this.request.user.Settings.currency;
const investment = this.exchangeRateDataService.toCurrency(
position.investment.toNumber(),
position.investment?.toNumber(),
currency,
userCurrency
);
const grossPerformance = this.exchangeRateDataService.toCurrency(
position.grossPerformance.toNumber(),
position.grossPerformance?.toNumber(),
currency,
userCurrency
);
const netPerformance = this.exchangeRateDataService.toCurrency(
position.netPerformance.toNumber(),
position.netPerformance?.toNumber(),
currency,
userCurrency
);
@ -526,6 +547,7 @@ export class PortfolioService {
minPrice,
name,
netPerformance,
orders,
transactionCount,
averagePrice: averagePrice.toNumber(),
grossPerformancePercent: position.grossPerformancePercentage.toNumber(),
@ -583,6 +605,7 @@ export class PortfolioService {
maxPrice,
minPrice,
name,
orders,
averagePrice: 0,
currency: currentData[aSymbol]?.currency,
firstBuyDate: undefined,
@ -660,7 +683,9 @@ export class PortfolioService {
grossPerformancePercentage:
position.grossPerformancePercentage?.toNumber() ?? null,
investment: new Big(position.investment).toNumber(),
marketState: dataProviderResponses[position.symbol].marketState,
marketState:
dataProviderResponses[position.symbol]?.marketState ??
MarketState.delayed,
name: symbolProfileMap[position.symbol].name,
netPerformance: position.netPerformance?.toNumber() ?? null,
netPerformancePercentage:
@ -693,9 +718,7 @@ export class PortfolioService {
currentGrossPerformancePercent: 0,
currentNetPerformance: 0,
currentNetPerformancePercent: 0,
currentValue: 0,
isAllTimeHigh: false,
isAllTimeLow: false
currentValue: 0
}
};
}
@ -728,29 +751,11 @@ export class PortfolioService {
currentGrossPerformancePercent,
currentNetPerformance,
currentNetPerformancePercent,
currentValue,
isAllTimeHigh: true,
isAllTimeLow: false
currentValue
}
};
}
public getFees(orders: OrderWithAccount[], date = new Date(0)) {
return orders
.filter((order) => {
// Filter out all orders before given date
return isBefore(date, new Date(order.date));
})
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
this.request.user.Settings.currency
);
})
.reduce((previous, current) => previous + current, 0);
}
public async getReport(impersonationId: string): Promise<PortfolioReport> {
const currency = this.request.user.Settings.currency;
const userId = await this.getUserId(impersonationId, this.request.user.id);
@ -831,7 +836,7 @@ export class PortfolioService {
new FeeRatioInitialInvestment(
this.exchangeRateDataService,
currentPositions.totalInvestment.toNumber(),
this.getFees(orders)
this.getFees(orders).toNumber()
)
],
{ baseCurrency: currency }
@ -850,12 +855,15 @@ export class PortfolioService {
userId,
currency
);
const orders = await this.orderService.getOrders({ userId });
const fees = this.getFees(orders);
const orders = await this.orderService.getOrders({
userId
});
const dividend = this.getDividend(orders).toNumber();
const fees = this.getFees(orders).toNumber();
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);
@ -865,14 +873,17 @@ export class PortfolioService {
return {
...performanceInformation.performance,
dividend,
fees,
firstOrderDate,
netWorth,
totalBuy,
totalSell,
cash: balance,
committedFunds: committedFunds.toNumber(),
ordersCount: orders.length,
totalBuy: totalBuy,
totalSell: totalSell
ordersCount: orders.filter((order) => {
return order.type === 'BUY' || order.type === 'SELL';
}).length
};
}
@ -945,6 +956,47 @@ export class PortfolioService {
return cashPositions;
}
private getDividend(orders: OrderWithAccount[], date = new Date(0)) {
return orders
.filter((order) => {
// Filter out all orders before given date and type dividend
return (
isBefore(date, new Date(order.date)) &&
order.type === TypeOfOrder.DIVIDEND
);
})
.map((order) => {
return this.exchangeRateDataService.toCurrency(
new Big(order.quantity).mul(order.unitPrice).toNumber(),
order.currency,
this.request.user.Settings.currency
);
})
.reduce(
(previous, current) => new Big(previous).plus(current),
new Big(0)
);
}
private getFees(orders: OrderWithAccount[], date = new Date(0)) {
return orders
.filter((order) => {
// Filter out all orders before given date
return isBefore(date, new Date(order.date));
})
.map((order) => {
return this.exchangeRateDataService.toCurrency(
order.fee,
order.currency,
this.request.user.Settings.currency
);
})
.reduce(
(previous, current) => new Big(previous).plus(current),
new Big(0)
);
}
private getStartDate(aDateRange: DateRange, portfolioStart: Date) {
switch (aDateRange) {
case '1d':
@ -973,7 +1025,11 @@ export class PortfolioService {
transactionPoints: TransactionPoint[];
orders: OrderWithAccount[];
}> {
const orders = await this.orderService.getOrders({ includeDrafts, userId });
const orders = await this.orderService.getOrders({
includeDrafts,
userId,
types: ['BUY', 'SELL']
});
if (orders.length <= 0) {
return { transactionPoints: [], orders: [] };
@ -994,7 +1050,7 @@ 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,

View File

@ -1,3 +1,4 @@
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
import type { RequestWithUser } from '@ghostfolio/common/types';
import {
Controller,
@ -14,7 +15,7 @@ import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { DataSource } 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';
@ -36,8 +37,7 @@ export class SymbolController {
@Query() { query = '' }
): Promise<{ items: LookupItem[] }> {
try {
const encodedQuery = encodeURIComponent(query.toLowerCase());
return this.symbolService.lookup(encodedQuery);
return this.symbolService.lookup(query.toLowerCase());
} catch {
throw new HttpException(
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),
@ -78,4 +78,27 @@ 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
});
}
}

View File

@ -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 { format, subDays } from 'date-fns';
import { LookupItem } from './interfaces/lookup-item.interface';
import { SymbolItem } from './interfaces/symbol-item.interface';
@ -32,17 +36,17 @@ export class SymbolService {
let historicalData: HistoricalDataItem[];
if (includeHistoricalData) {
const days = 10;
const days = 30;
const marketData = await this.marketDataService.getRange({
dateQuery: { gte: subDays(new Date(), days) },
symbols: [dataGatheringItem.symbol]
});
historicalData = marketData.map(({ date, marketPrice }) => {
historicalData = marketData.map(({ date, marketPrice: value }) => {
return {
date: date.toISOString(),
value: marketPrice
value,
date: date.toISOString()
};
});
}
@ -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: [] };
@ -68,32 +93,6 @@ export class SymbolService {
try {
const { items } = await this.dataProviderService.search(aQuery);
results.items = items;
// Add custom symbols
const ghostfolioSymbolProfiles =
await this.prismaService.symbolProfile.findMany({
select: {
currency: true,
dataSource: true,
name: true,
symbol: true
},
where: {
AND: [
{
dataSource: DataSource.GHOSTFOLIO,
name: {
startsWith: aQuery
}
}
]
}
});
for (const ghostfolioSymbolProfile of ghostfolioSymbolProfiles) {
results.items.push(ghostfolioSymbolProfile);
}
return results;
} catch (error) {
Logger.error(error);

View File

@ -1,8 +0,0 @@
export enum OrderType {
CorporateAction = 'CORPORATE_ACTION',
Bonus = 'BONUS',
Buy = 'BUY',
Dividend = 'DIVIDEND',
Sell = 'SELL',
Split = 'SPLIT'
}

View File

@ -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) {

View File

@ -13,6 +13,7 @@ export class ConfigurationService {
ACCESS_TOKEN_SALT: str(),
ALPHA_VANTAGE_API_KEY: str({ default: '' }),
CACHE_TTL: num({ default: 1 }),
DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
ENABLE_FEATURE_BLOG: bool({ default: false }),
ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
@ -25,6 +26,9 @@ export class ConfigurationService {
ENABLE_FEATURE_SYSTEM_MESSAGE: bool({ default: false }),
GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
GOOGLE_SECRET: str({ default: 'dummySecret' }),
GOOGLE_SHEETS_ACCOUNT: str({ default: '' }),
GOOGLE_SHEETS_ID: str({ default: '' }),
GOOGLE_SHEETS_PRIVATE_KEY: str({ default: '' }),
JWT_SECRET_KEY: str({}),
MAX_ITEM_IN_CACHE: num({ default: 9999 }),
MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),

View File

@ -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);
}

View File

@ -1,8 +1,11 @@
{
"1INCH": "1inch",
"ALGO": "Algorand",
"ATOM": "Cosmos",
"AVAX": "Avalanche",
"DOT": "Polkadot",
"MATIC": "Polygon",
"SHIB": "Shiba Inu",
"SOL": "Solana",
"UNI3": "Uniswap"
}

View File

@ -1,12 +1,11 @@
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import {
PROPERTY_LAST_DATA_GATHERING,
PROPERTY_LOCKED_DATA_GATHERING,
ghostfolioFearAndGreedIndexSymbol
PROPERTY_LOCKED_DATA_GATHERING
} from '@ghostfolio/common/config';
import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
import { Inject, Injectable, Logger } from '@nestjs/common';
import { DataSource, MarketData } from '@prisma/client';
import { DataSource } from '@prisma/client';
import {
differenceInHours,
format,
@ -17,7 +16,6 @@ import {
subDays
} from 'date-fns';
import { ConfigurationService } from './configuration.service';
import { DataProviderService } from './data-provider/data-provider.service';
import { DataEnhancerInterface } from './data-provider/interfaces/data-enhancer.interface';
import { ExchangeRateDataService } from './exchange-rate-data.service';
@ -29,7 +27,6 @@ export class DataGatheringService {
private dataGatheringProgress: number;
public constructor(
private readonly configurationService: ConfigurationService,
@Inject('DataEnhancers')
private readonly dataEnhancers: DataEnhancerInterface[],
private readonly dataProviderService: DataProviderService,
@ -245,7 +242,7 @@ export class DataGatheringService {
try {
currentData[symbol] = await dataEnhancer.enhance({
response,
symbol: symbolMapping[dataEnhancer.getName()] ?? symbol
symbol: symbolMapping?.[dataEnhancer.getName()] ?? symbol
});
} catch (error) {
Logger.error(`Failed to enhance data for symbol ${symbol}`, error);
@ -337,16 +334,25 @@ export class DataGatheringService {
?.marketPrice;
}
try {
await this.prismaService.marketData.create({
data: {
dataSource,
symbol,
date: currentDate,
marketPrice: lastMarketPrice
}
});
} catch {}
if (lastMarketPrice) {
try {
await this.prismaService.marketData.create({
data: {
dataSource,
symbol,
date: currentDate,
marketPrice: lastMarketPrice
}
});
} catch {}
} else {
Logger.warn(
`Failed to gather data for symbol ${symbol} at ${format(
currentDate,
DATE_FORMAT
)}.`
);
}
// Count month one up for iteration
currentDate = new Date(
@ -448,11 +454,7 @@ export class DataGatheringService {
};
});
return [
...this.getBenchmarksToGather(startDate),
...currencyPairsToGather,
...symbolProfilesToGather
];
return [...currencyPairsToGather, ...symbolProfilesToGather];
}
public async reset() {
@ -468,23 +470,27 @@ export class DataGatheringService {
});
}
private getBenchmarksToGather(startDate: Date): IDataGatheringItem[] {
const benchmarksToGather: IDataGatheringItem[] = [];
if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
benchmarksToGather.push({
dataSource: DataSource.RAKUTEN,
date: startDate,
symbol: ghostfolioFearAndGreedIndexSymbol
});
}
return benchmarksToGather;
}
private async getSymbols7D(): Promise<IDataGatheringItem[]> {
const startDate = subDays(resetHours(new Date()), 7);
// Only consider symbols with incomplete market data for the last
// 7 days
const symbolsToGather = (
await this.prismaService.marketData.groupBy({
_count: true,
by: ['symbol'],
where: {
date: { gt: startDate }
}
})
)
.filter((group) => {
return group._count < 6;
})
.map((group) => {
return group.symbol;
});
const symbolProfilesToGather = (
await this.prismaService.symbolProfile.findMany({
orderBy: [{ symbol: 'asc' }],
@ -494,15 +500,22 @@ export class DataGatheringService {
symbol: true
}
})
).map((symbolProfile) => {
return {
...symbolProfile,
date: startDate
};
});
)
.filter(({ symbol }) => {
return symbolsToGather.includes(symbol);
})
.map((symbolProfile) => {
return {
...symbolProfile,
date: startDate
};
});
const currencyPairsToGather = this.exchangeRateDataService
.getCurrencyPairs()
.filter(({ symbol }) => {
return symbolsToGather.includes(symbol);
})
.map(({ dataSource, symbol }) => {
return {
dataSource,
@ -511,30 +524,22 @@ export class DataGatheringService {
};
});
return [
...this.getBenchmarksToGather(startDate),
...currencyPairsToGather,
...symbolProfilesToGather
];
return [...currencyPairsToGather, ...symbolProfilesToGather];
}
private async getSymbolsProfileData(): Promise<IDataGatheringItem[]> {
const startDate = subDays(resetHours(new Date()), 7);
const distinctOrders = await this.prismaService.order.findMany({
distinct: ['symbol'],
orderBy: [{ symbol: 'asc' }],
select: { dataSource: true, symbol: true }
});
return [...this.getBenchmarksToGather(startDate), ...distinctOrders].filter(
(distinctOrder) => {
return (
distinctOrder.dataSource !== DataSource.GHOSTFOLIO &&
distinctOrder.dataSource !== DataSource.RAKUTEN
);
}
);
return distinctOrders.filter((distinctOrder) => {
return (
distinctOrder.dataSource !== DataSource.GHOSTFOLIO &&
distinctOrder.dataSource !== DataSource.RAKUTEN
);
});
}
private async isDataGatheringNeeded() {

View File

@ -88,13 +88,13 @@ export class AlphaVantageService implements DataProviderInterface {
return DataSource.ALPHA_VANTAGE;
}
public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
const result = await this.alphaVantage.data.search(aSymbol);
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
const result = await this.alphaVantage.data.search(aQuery);
return {
items: result?.bestMatches?.map((bestMatch) => {
return {
dataSource: DataSource.ALPHA_VANTAGE,
dataSource: this.getName(),
name: bestMatch['2. name'],
symbol: bestMatch['1. symbol']
};

View File

@ -7,6 +7,9 @@ const getJSON = bent('json');
export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
private static baseUrl = 'https://data.trackinsight.com/holdings';
private static countries = require('countries-list/dist/countries.json');
private static countriesMapping = {
'Russian Federation': 'Russia'
};
private static sectorsMapping = {
'Consumer Discretionary': 'Consumer Cyclical',
'Consumer Defensive': 'Consumer Staples',
@ -45,7 +48,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
for (const [key, country] of Object.entries<any>(
TrackinsightDataEnhancerService.countries
)) {
if (country.name === name) {
if (
country.name === name ||
country.name ===
TrackinsightDataEnhancerService.countriesMapping[name]
) {
countryCode = key;
break;
}

View File

@ -1,6 +1,7 @@
import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service';
import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
@ -21,12 +22,14 @@ import { DataProviderService } from './data-provider.service';
AlphaVantageService,
DataProviderService,
GhostfolioScraperApiService,
GoogleSheetsService,
RakutenRapidApiService,
YahooFinanceService,
{
inject: [
AlphaVantageService,
GhostfolioScraperApiService,
GoogleSheetsService,
RakutenRapidApiService,
YahooFinanceService
],
@ -34,11 +37,13 @@ import { DataProviderService } from './data-provider.service';
useFactory: (
alphaVantageService,
ghostfolioScraperApiService,
googleSheetsService,
rakutenRapidApiService,
yahooFinanceService
) => [
alphaVantageService,
ghostfolioScraperApiService,
googleSheetsService,
rakutenRapidApiService,
yahooFinanceService
]

View File

@ -149,13 +149,13 @@ export class DataProviderService {
return result;
}
public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
const promises: Promise<{ items: LookupItem[] }>[] = [];
let lookupItems: LookupItem[] = [];
for (const dataSource of this.configurationService.get('DATA_SOURCES')) {
promises.push(
this.getDataProvider(DataSource[dataSource]).search(aSymbol)
this.getDataProvider(DataSource[dataSource]).search(aQuery)
);
}
@ -176,7 +176,7 @@ export class DataProviderService {
}
public getPrimaryDataSource(): DataSource {
return DataSource[this.configurationService.get('DATA_SOURCES')[0]];
return DataSource[this.configurationService.get('DATA_SOURCE_PRIMARY')];
}
private getDataProvider(providerName: DataSource) {

View File

@ -1,4 +1,10 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse,
MarketState
} from '@ghostfolio/api/services/interfaces/interfaces';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import {
@ -13,13 +19,6 @@ import * as bent from 'bent';
import * as cheerio from 'cheerio';
import { format } from 'date-fns';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse,
MarketState
} from '../../interfaces/interfaces';
import { DataProviderInterface } from '../interfaces/data-provider.interface';
@Injectable()
export class GhostfolioScraperApiService implements DataProviderInterface {
private static NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
@ -59,7 +58,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
[symbol]: {
marketPrice,
currency: symbolProfile?.currency,
dataSource: DataSource.GHOSTFOLIO,
dataSource: this.getName(),
marketState: MarketState.delayed
}
};
@ -116,8 +115,35 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
return DataSource.GHOSTFOLIO;
}
public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
return { items: [] };
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
const items = await this.prismaService.symbolProfile.findMany({
select: {
currency: true,
dataSource: true,
name: true,
symbol: true
},
where: {
OR: [
{
dataSource: this.getName(),
name: {
mode: 'insensitive',
startsWith: aQuery
}
},
{
dataSource: this.getName(),
symbol: {
mode: 'insensitive',
startsWith: aQuery
}
}
]
}
});
return { items };
}
private extractNumberFromString(aString: string): number {

View File

@ -0,0 +1,172 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse,
MarketState
} from '@ghostfolio/api/services/interfaces/interfaces';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
import { DataSource } from '@prisma/client';
import { format } from 'date-fns';
import { GoogleSpreadsheet } from 'google-spreadsheet';
@Injectable()
export class GoogleSheetsService implements DataProviderInterface {
public constructor(
private readonly configurationService: ConfigurationService,
private readonly prismaService: PrismaService,
private readonly symbolProfileService: SymbolProfileService
) {}
public canHandle(symbol: string) {
return true;
}
public async get(
aSymbols: string[]
): Promise<{ [symbol: string]: IDataProviderResponse }> {
if (aSymbols.length <= 0) {
return {};
}
try {
const [symbol] = aSymbols;
const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
[symbol]
);
const sheet = await this.getSheet({
sheetId: this.configurationService.get('GOOGLE_SHEETS_ID'),
symbol
});
const marketPrice = parseFloat(
(await sheet.getCellByA1('B1').value) as string
);
return {
[symbol]: {
marketPrice,
currency: symbolProfile?.currency,
dataSource: this.getName(),
marketState: MarketState.delayed
}
};
} catch (error) {
Logger.error(error);
}
return {};
}
public async getHistorical(
aSymbols: string[],
aGranularity: Granularity = 'day',
from: Date,
to: Date
): Promise<{
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
}> {
if (aSymbols.length <= 0) {
return {};
}
try {
const [symbol] = aSymbols;
const sheet = await this.getSheet({
symbol,
sheetId: this.configurationService.get('GOOGLE_SHEETS_ID')
});
const rows = await sheet.getRows();
const historicalData: {
[date: string]: IDataProviderHistoricalResponse;
} = {};
rows
.filter((row, index) => {
return index >= 1;
})
.forEach((row) => {
const date = new Date(row._rawData[0]);
const close = parseFloat(row._rawData[1]);
historicalData[format(date, DATE_FORMAT)] = { marketPrice: close };
});
return {
[symbol]: historicalData
};
} catch (error) {
Logger.error(error);
}
return {};
}
public getName(): DataSource {
return DataSource.GOOGLE_SHEETS;
}
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
const items = await this.prismaService.symbolProfile.findMany({
select: {
currency: true,
dataSource: true,
name: true,
symbol: true
},
where: {
OR: [
{
dataSource: this.getName(),
name: {
mode: 'insensitive',
startsWith: aQuery
}
},
{
dataSource: this.getName(),
symbol: {
mode: 'insensitive',
startsWith: aQuery
}
}
]
}
});
return { items };
}
private async getSheet({
sheetId,
symbol
}: {
sheetId: string;
symbol: string;
}) {
const doc = new GoogleSpreadsheet(sheetId);
await doc.useServiceAccountAuth({
client_email: this.configurationService.get('GOOGLE_SHEETS_ACCOUNT'),
private_key: this.configurationService
.get('GOOGLE_SHEETS_PRIVATE_KEY')
.replace(/\\n/g, '\n')
});
await doc.loadInfo();
const sheet = doc.sheetsByTitle[symbol];
await sheet.loadCells();
return sheet;
}
}

View File

@ -1,11 +1,10 @@
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
import { Granularity } from '@ghostfolio/common/types';
import { DataSource } from '@prisma/client';
import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '../../interfaces/interfaces';
} from '@ghostfolio/api/services/interfaces/interfaces';
import { Granularity } from '@ghostfolio/common/types';
import { DataSource } from '@prisma/client';
export interface DataProviderInterface {
canHandle(symbol: string): boolean;
@ -23,5 +22,5 @@ export interface DataProviderInterface {
getName(): DataSource;
search(aSymbol: string): Promise<{ items: LookupItem[] }>;
search(aQuery: string): Promise<{ items: LookupItem[] }>;
}

View File

@ -45,7 +45,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
return {
[ghostfolioFearAndGreedIndexSymbol]: {
currency: undefined,
dataSource: DataSource.RAKUTEN,
dataSource: this.getName(),
marketPrice: fgi.now.value,
marketState: MarketState.open,
name: RakutenRapidApiService.FEAR_AND_GREED_INDEX_NAME
@ -85,7 +85,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
await this.prismaService.marketData.create({
data: {
symbol,
dataSource: DataSource.RAKUTEN,
dataSource: this.getName(),
date: subWeeks(getToday(), 1),
marketPrice: fgi.oneWeekAgo.value
}
@ -94,7 +94,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
await this.prismaService.marketData.create({
data: {
symbol,
dataSource: DataSource.RAKUTEN,
dataSource: this.getName(),
date: subMonths(getToday(), 1),
marketPrice: fgi.oneMonthAgo.value
}
@ -103,7 +103,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
await this.prismaService.marketData.create({
data: {
symbol,
dataSource: DataSource.RAKUTEN,
dataSource: this.getName(),
date: subYears(getToday(), 1),
marketPrice: fgi.oneYearAgo.value
}
@ -129,7 +129,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
return DataSource.RAKUTEN;
}
public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
return { items: [] };
}

View File

@ -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');
});
});

View File

@ -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 }> {
@ -65,11 +103,11 @@ export class YahooFinanceService implements DataProviderInterface {
assetClass,
assetSubClass,
currency: value.price?.currency,
dataSource: DataSource.YAHOO,
dataSource: this.getName(),
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,
@ -183,12 +221,14 @@ export class YahooFinanceService implements DataProviderInterface {
return DataSource.YAHOO;
}
public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
const items: LookupItem[] = [];
try {
const get = bent(
`${this.yahooFinanceHostname}/v1/finance/search?q=${aSymbol}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
`${this.yahooFinanceHostname}/v1/finance/search?q=${encodeURIComponent(
aQuery
)}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
'GET',
'json',
200
@ -204,8 +244,8 @@ 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}$`), baseCurrency)
)) ||
quoteType === 'EQUITY' ||
quoteType === 'ETF'
@ -213,9 +253,9 @@ export class YahooFinanceService implements DataProviderInterface {
})
.filter(({ quoteType, symbol }) => {
if (quoteType === 'CRYPTOCURRENCY') {
// Only allow cryptocurrencies in USD to avoid having redundancy in the database.
// Trades need to be converted manually before to USD (or a UI converter needs to be developed)
return symbol.includes('USD');
// Only allow cryptocurrencies in base currency to avoid having redundancy in the database.
// Transactions need to be converted manually to the base currency before
return symbol.includes(baseCurrency);
}
return true;
@ -230,7 +270,7 @@ export class YahooFinanceService implements DataProviderInterface {
items.push({
symbol,
currency: value.currency,
dataSource: DataSource.YAHOO,
dataSource: this.getName(),
name: value.name
});
}
@ -239,44 +279,6 @@ export class YahooFinanceService implements DataProviderInterface {
return { items };
}
private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
const symbol = aYahooFinanceSymbol.replace('-', '');
return symbol.replace('=X', '');
}
/**
* Converts a symbol to a Yahoo Finance symbol
*
* Currency: USDCHF -> USDCHF=X
* Cryptocurrency: BTCUSD -> BTC-USD
* DOGEUSD -> DOGE-USD
* SOL1USD -> SOL1-USD
*/
private convertToYahooFinanceSymbol(aSymbol: string) {
if (
(aSymbol.includes('CHF') ||
aSymbol.includes('EUR') ||
aSymbol.includes('USD')) &&
aSymbol.length >= 6
) {
if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
return `${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;

View File

@ -157,7 +157,12 @@ export class ExchangeRateDataService {
await this.prismaService.account.findMany({
distinct: ['currency'],
orderBy: [{ currency: 'asc' }],
select: { currency: true }
select: { currency: true },
where: {
currency: {
not: null
}
}
})
).forEach((account) => {
currencies.push(account.currency);
@ -167,7 +172,12 @@ export class ExchangeRateDataService {
await this.prismaService.settings.findMany({
distinct: ['currency'],
orderBy: [{ currency: 'asc' }],
select: { currency: true }
select: { currency: true },
where: {
currency: {
not: null
}
}
})
).forEach((userSettings) => {
currencies.push(userSettings.currency);
@ -177,7 +187,12 @@ export class ExchangeRateDataService {
await this.prismaService.symbolProfile.findMany({
distinct: ['currency'],
orderBy: [{ currency: 'asc' }],
select: { currency: true }
select: { currency: true },
where: {
currency: {
not: null
}
}
})
).forEach((symbolProfile) => {
currencies.push(symbolProfile.currency);

View File

@ -4,6 +4,7 @@ export interface Environment extends CleanedEnvAccessors {
ACCESS_TOKEN_SALT: string;
ALPHA_VANTAGE_API_KEY: string;
CACHE_TTL: number;
DATA_SOURCE_PRIMARY: string;
DATA_SOURCES: string | string[]; // string is not correct, error in envalid?
ENABLE_FEATURE_BLOG: boolean;
ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
@ -16,6 +17,9 @@ export interface Environment extends CleanedEnvAccessors {
ENABLE_FEATURE_SYSTEM_MESSAGE: boolean;
GOOGLE_CLIENT_ID: string;
GOOGLE_SECRET: string;
GOOGLE_SHEETS_ACCOUNT: string;
GOOGLE_SHEETS_ID: string;
GOOGLE_SHEETS_PRIVATE_KEY: string;
JWT_SECRET_KEY: string;
MAX_ITEM_IN_CACHE: number;
MAX_ORDERS_TO_IMPORT: number;

View File

@ -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;
}

View File

@ -1,8 +1,9 @@
import { UpdateMarketDataDto } from '@ghostfolio/api/app/admin/update-market-data.dto';
import { DateQuery } from '@ghostfolio/api/app/portfolio/interfaces/date-query.interface';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { resetHours } from '@ghostfolio/common/helper';
import { Injectable } from '@nestjs/common';
import { MarketData, Prisma } from '@prisma/client';
import { DataSource, MarketData, Prisma } from '@prisma/client';
@Injectable()
export class MarketDataService {
@ -65,4 +66,22 @@ export class MarketDataService {
where
});
}
public async updateMarketData(params: {
data: { dataSource: DataSource } & UpdateMarketDataDto;
where: Prisma.MarketDataWhereUniqueInput;
}): Promise<MarketData> {
const { data, where } = params;
return this.prismaService.marketData.upsert({
where,
create: {
dataSource: data.dataSource,
date: where.date_symbol.date,
marketPrice: data.marketPrice,
symbol: where.date_symbol.symbol
},
update: { marketPrice: data.marketPrice }
});
}
}

View File

@ -9,6 +9,13 @@ const routes: Routes = [
loadChildren: () =>
import('./pages/about/about-page.module').then((m) => m.AboutPageModule)
},
{
path: 'about/changelog',
loadChildren: () =>
import('./pages/about/changelog/changelog-page.module').then(
(m) => m.ChangelogPageModule
)
},
{
path: 'account',
loadChildren: () =>
@ -33,6 +40,11 @@ const routes: Routes = [
loadChildren: () =>
import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
},
{
path: 'blog',
loadChildren: () =>
import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
},
{
path: 'de/blog/2021/07/hallo-ghostfolio',
loadChildren: () =>
@ -47,6 +59,13 @@ const routes: Routes = [
'./pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module'
).then((m) => m.HelloGhostfolioPageModule)
},
{
path: 'en/blog/2022/01/ghostfolio-first-months-in-open-source',
loadChildren: () =>
import(
'./pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
).then((m) => m.FirstMonthsInOpenSourcePageModule)
},
{
path: 'home',
loadChildren: () =>
@ -66,6 +85,13 @@ const routes: Routes = [
(m) => m.PortfolioPageModule
)
},
{
path: 'portfolio/activities',
loadChildren: () =>
import('./pages/portfolio/transactions/transactions-page.module').then(
(m) => m.TransactionsPageModule
)
},
{
path: 'portfolio/allocations',
loadChildren: () =>
@ -87,13 +113,6 @@ const routes: Routes = [
(m) => m.ReportPageModule
)
},
{
path: 'portfolio/transactions',
loadChildren: () =>
import('./pages/portfolio/transactions/transactions-page.module').then(
(m) => m.TransactionsPageModule
)
},
{
path: 'pricing',
loadChildren: () =>

View File

@ -89,7 +89,7 @@ export class AppComponent implements OnDestroy, OnInit {
this.tokenStorageService.signOut();
this.userService.remove();
window.location.reload();
this.router.navigate(['/']);
}
public ngOnDestroy() {

View File

@ -5,10 +5,10 @@ import { MatInputModule } from '@angular/material/input';
import { MatMenuModule } from '@angular/material/menu';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
import { GfValueModule } from '@ghostfolio/ui/value';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
import { AccountsTableComponent } from './accounts-table.component';
@NgModule({

View File

@ -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">

View File

@ -14,6 +14,10 @@
margin-right: 0.25rem;
width: 0.5rem;
&:hover {
opacity: 0.8;
}
&.valid {
background-color: var(--danger);
}

View File

@ -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() {

View File

@ -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]
})

View File

@ -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();

View File

@ -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>

View File

@ -43,6 +43,19 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
this.fetchAdminMarketData();
}
public onGatherProfileDataBySymbol({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
this.adminService
.gatherProfileDataBySymbol({ dataSource, symbol })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {});
}
public onGatherSymbol({
dataSource,
symbol
@ -68,6 +81,13 @@ 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();

View File

@ -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">
@ -40,16 +38,23 @@
>
Gather Data
</button>
<button
i18n
mat-menu-item
(click)="onGatherProfileDataBySymbol({dataSource: item.dataSource, symbol: item.symbol})"
>
Gather Profile Data
</button>
</mat-menu>
</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>

View File

@ -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

View File

@ -1,5 +1,6 @@
<button
*ngIf="deviceType === 'mobile'"
class="mt-2"
mat-button
(click)="onClickCloseButton()"
>

View File

@ -1,4 +1,7 @@
:host {
display: flex;
flex: 0 0 auto;
margin-bottom: 0;
min-height: 0;
padding: 0;
}

View File

@ -1,10 +1,14 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { ActivatedRoute, Router } from '@angular/router';
import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
import { DataService } from '@ghostfolio/client/services/data.service';
import {
RANGE,
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { defaultDateRangeOptions } from '@ghostfolio/common/config';
import { Position, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
@ -19,6 +23,7 @@ import { takeUntil } from 'rxjs/operators';
})
export class HomeHoldingsComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions = defaultDateRangeOptions;
public deviceType: string;
public hasPermissionToCreateOrder: boolean;
public positions: Position[];
@ -33,9 +38,20 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private deviceService: DeviceDetectorService,
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router,
private settingsStorageService: SettingsStorageService,
private userService: UserService
) {
route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (params['positionDetailDialog'] && params['symbol']) {
this.openPositionDialog({ symbol: params['symbol'] });
}
});
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
@ -64,12 +80,48 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
this.update();
}
public onChangeDateRange(aDateRange: DateRange) {
this.dateRange = aDateRange;
this.settingsStorageService.setSetting(RANGE, this.dateRange);
this.update();
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private openPositionDialog({ symbol }: { symbol: string }) {
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
const dialogRef = this.dialog.open(PositionDetailDialog, {
autoFocus: false,
data: {
symbol,
baseCurrency: this.user?.settings?.baseCurrency,
deviceType: this.deviceType,
locale: this.user?.settings?.locale
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
});
}
private update() {
this.positions = undefined;
this.dataService
.fetchPositions({ range: this.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))

View File

@ -1,4 +1,12 @@
<div class="container justify-content-center pb-3 px-3">
<div class="container justify-content-center p-3">
<div class="mb-3 text-center">
<gf-toggle
[defaultValue]="dateRange"
[isLoading]="positions === undefined"
[options]="dateRangeOptions"
(change)="onChangeDateRange($event.value)"
></gf-toggle>
</div>
<div class="row">
<div class="align-items-center col-xs-12 col-md-8 offset-md-2">
<mat-card class="p-0">
@ -6,6 +14,7 @@
<gf-positions
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
[locale]="user?.settings?.locale"
[positions]="positions"
[range]="dateRange"
@ -17,8 +26,8 @@
class="mt-3"
i18n
mat-button
[routerLink]="['/portfolio', 'transactions']"
>Manage Transactions...</a
[routerLink]="['/portfolio', 'activities']"
>Manage Activities...</a
>
</div>
</div>

View File

@ -3,7 +3,9 @@ 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 { GfPositionDetailDialogModule } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.module';
import { GfPositionsModule } from '@ghostfolio/client/components/positions/positions.module';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { HomeHoldingsComponent } from './home-holdings.component';
@ -12,7 +14,9 @@ import { HomeHoldingsComponent } from './home-holdings.component';
exports: [],
imports: [
CommonModule,
GfPositionDetailDialogModule,
GfPositionsModule,
GfToggleModule,
MatButtonModule,
MatCardModule,
RouterModule

View File

@ -12,7 +12,7 @@
<div class="no-gutters row w-100">
<div class="col-xs-12 col-md-8 offset-md-2">
<div class="mb-2 text-center text-muted">
<small i18n>Last 10 Days</small>
<small i18n>Last 30 Days</small>
</div>
<gf-line-chart
class="mb-5"

View File

@ -1,5 +1,4 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/toggle-option.type';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import {
@ -7,7 +6,9 @@ import {
SettingsStorageService
} from '@ghostfolio/client/services/settings-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { defaultDateRangeOptions } from '@ghostfolio/common/config';
import { PortfolioPerformance, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { DeviceDetectorService } from 'ngx-device-detector';
@ -21,15 +22,11 @@ import { takeUntil } from 'rxjs/operators';
})
export class HomeOverviewComponent implements OnDestroy, OnInit {
public dateRange: DateRange;
public dateRangeOptions: ToggleOption[] = [
{ label: 'Today', value: '1d' },
{ label: 'YTD', value: 'ytd' },
{ label: '1Y', value: '1y' },
{ label: '5Y', value: '5y' },
{ label: 'Max', value: 'max' }
];
public dateRangeOptions = defaultDateRangeOptions;
public deviceType: string;
public hasError: boolean;
public hasImpersonationId: boolean;
public hasPermissionToCreateOrder: boolean;
public historicalDataItems: LineChartItem[];
public isAllTimeHigh: boolean;
public isAllTimeLow: boolean;
@ -56,6 +53,11 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
if (state?.user) {
this.user = state.user;
this.hasPermissionToCreateOrder = hasPermission(
this.user.permissions,
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
}
});
@ -116,7 +118,8 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
.fetchPortfolioPerformance({ range: this.dateRange })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.performance = response;
this.hasError = response.hasErrors;
this.performance = response.performance;
this.isLoadingPerformance = false;
this.changeDetectorRef.markForCheck();

View File

@ -1,15 +1,5 @@
<div
class="
align-items-center
container
d-flex
flex-column
h-100
justify-content-center
overview
p-0
position-relative
"
class="align-items-center container d-flex flex-column h-100 justify-content-center overview p-0 position-relative"
>
<div class="row w-100">
<div class="chart-container col">
@ -23,7 +13,7 @@
[showYAxis]="false"
></gf-line-chart>
<div
*ngIf="historicalDataItems?.length === 0"
*ngIf="hasPermissionToCreateOrder&& historicalDataItems?.length === 0"
class="align-items-center d-flex h-100 justify-content-center w-100"
>
<div class="d-flex justify-content-center">
@ -37,6 +27,8 @@
<gf-portfolio-performance
class="pb-4"
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[hasError]="hasError"
[isAllTimeHigh]="isAllTimeHigh"
[isAllTimeLow]="isAllTimeLow"
[isLoading]="isLoadingPerformance"

View File

@ -10,6 +10,7 @@ import {
ViewChild
} from '@angular/core';
import { primaryColorRgb } from '@ghostfolio/common/config';
import { parseDate } from '@ghostfolio/common/helper';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import {
Chart,
@ -19,7 +20,7 @@ import {
PointElement,
TimeScale
} from 'chart.js';
import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
import { addDays, isAfter, parseISO, subDays } from 'date-fns';
@Component({
selector: 'gf-investment-chart',
@ -27,8 +28,10 @@ import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
templateUrl: './investment-chart.component.html',
styleUrls: ['./investment-chart.component.scss']
})
export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
export class InvestmentChartComponent implements OnChanges, OnDestroy {
@Input() daysInMarket: number;
@Input() investments: InvestmentItem[];
@Input() isInPercent = false;
@ViewChild('chartCanvas') chartCanvas;
@ -45,8 +48,6 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
);
}
public ngOnInit() {}
public ngOnChanges() {
if (this.investments) {
this.initialize();
@ -61,19 +62,25 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
this.isLoading = true;
if (this.investments?.length > 0) {
// Extend chart by three months (before)
// Extend chart by 5% of days in market (before)
const firstItem = this.investments[0];
this.investments.unshift({
...firstItem,
date: subMonths(parseISO(firstItem.date), 3).toISOString(),
date: subDays(
parseISO(firstItem.date),
this.daysInMarket * 0.05 || 90
).toISOString(),
investment: 0
});
// Extend chart by three months (after)
// Extend chart by 5% of days in market (after)
const lastItem = this.investments[this.investments.length - 1];
this.investments.push({
...lastItem,
date: addMonths(new Date(), 3).toISOString()
date: addDays(
parseDate(lastItem.date),
this.daysInMarket * 0.05 || 90
).toISOString()
});
}
@ -136,12 +143,26 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
}
},
y: {
display: false,
display: !this.isInPercent,
grid: {
display: false
},
ticks: {
display: false
display: true,
callback: (tickValue, index, ticks) => {
if (index === 0 || index === ticks.length - 1) {
// Only print last and first legend entry
if (typeof tickValue === 'number') {
return tickValue.toFixed(2);
}
return tickValue;
}
return '';
},
mirror: true,
z: 1
}
}
}

View File

@ -7,7 +7,6 @@ import { InvestmentChartComponent } from './investment-chart.component';
@NgModule({
declarations: [InvestmentChartComponent],
exports: [InvestmentChartComponent],
imports: [CommonModule, NgxSkeletonLoaderModule],
providers: []
imports: [CommonModule, NgxSkeletonLoaderModule]
})
export class GfInvestmentChartModule {}

View File

@ -1,12 +1,18 @@
<div class="container p-0">
<div
class="no-gutters row"
[ngClass]="{
'text-danger': isAllTimeLow,
'text-success': isAllTimeHigh
}"
>
<div class="flex-grow-1"></div>
<div class="no-gutters row">
<div
class="flex-grow-1 status text-muted text-right"
[title]="
hasError && !isLoading
? 'Sorry! Our data provider partner is experiencing the hiccups.'
: ''
"
>
<ion-icon
*ngIf="hasError && !isLoading"
name="alert-circle-outline"
></ion-icon>
</div>
<div *ngIf="isLoading" class="align-items-center d-flex">
<ngx-skeleton-loader
animation="pulse"
@ -20,6 +26,10 @@
<div
class="display-4 font-weight-bold m-0 text-center value-container"
[hidden]="isLoading"
[ngClass]="{
'text-danger': isAllTimeLow,
'text-success': isAllTimeHigh
}"
>
<span #value id="value"></span>
</div>

View File

@ -1,6 +1,10 @@
:host {
display: block;
.status {
font-size: 1.33rem;
}
.value-container {
#value {
font-variant-numeric: tabular-nums;

View File

@ -19,6 +19,8 @@ import { isNumber } from 'lodash';
})
export class PortfolioPerformanceComponent implements OnChanges, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() hasError: boolean;
@Input() isAllTimeHigh: boolean;
@Input() isAllTimeLow: boolean;
@Input() isLoading: boolean;
@ -44,7 +46,11 @@ export class PortfolioPerformanceComponent implements OnChanges, OnInit {
this.unit = this.baseCurrency;
new CountUp('value', this.performance?.currentValue, {
decimalPlaces: 2,
decimalPlaces:
this.deviceType === 'mobile' &&
this.performance?.currentValue >= 100000
? 0
: 2,
duration: 1,
separator: `'`
}).start();

View File

@ -169,4 +169,18 @@
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="row px-3 py-1">
<div class="d-flex flex-grow-1" i18n>Dividend</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
[currency]="baseCurrency"
[locale]="locale"
[value]="isLoading ? undefined : summary?.dividend"
></gf-value>
</div>
</div>
</div>

View File

@ -3,11 +3,13 @@ import {
ChangeDetectorRef,
Component,
Inject,
OnDestroy
OnDestroy,
OnInit
} from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { DataService } from '@ghostfolio/client/services/data.service';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import { OrderWithAccount } from '@ghostfolio/common/types';
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
import { AssetSubClass } from '@prisma/client';
import { format, isSameMonth, isToday, parseISO } from 'date-fns';
@ -23,7 +25,7 @@ import { PositionDetailDialogParams } from './interfaces/interfaces';
templateUrl: 'position-detail-dialog.html',
styleUrls: ['./position-detail-dialog.component.scss']
})
export class PositionDetailDialog implements OnDestroy {
export class PositionDetailDialog implements OnDestroy, OnInit {
public assetSubClass: AssetSubClass;
public averagePrice: number;
public benchmarkDataItems: LineChartItem[];
@ -39,6 +41,7 @@ export class PositionDetailDialog implements OnDestroy {
public name: string;
public netPerformance: number;
public netPerformancePercent: number;
public orders: OrderWithAccount[];
public quantity: number;
public quantityPrecision = 2;
public symbol: string;
@ -52,9 +55,11 @@ export class PositionDetailDialog implements OnDestroy {
private dataService: DataService,
public dialogRef: MatDialogRef<PositionDetailDialog>,
@Inject(MAT_DIALOG_DATA) public data: PositionDetailDialogParams
) {
) {}
public ngOnInit(): void {
this.dataService
.fetchPositionDetail(data.symbol)
.fetchPositionDetail(this.data.symbol)
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(
({
@ -72,6 +77,7 @@ export class PositionDetailDialog implements OnDestroy {
name,
netPerformance,
netPerformancePercent,
orders,
quantity,
symbol,
transactionCount,
@ -104,6 +110,7 @@ export class PositionDetailDialog implements OnDestroy {
this.name = name;
this.netPerformance = netPerformance;
this.netPerformancePercent = netPerformancePercent;
this.orders = orders;
this.quantity = quantity;
this.symbol = symbol;
this.transactionCount = transactionCount;

View File

@ -12,7 +12,7 @@
<div class="col-12 d-flex justify-content-center mb-3">
<gf-value
size="large"
[currency]="data.baseCurrency"
[currency]="currency"
[locale]="data.locale"
[value]="value"
></gf-value>
@ -124,6 +124,20 @@
</div>
</div>
</div>
<gf-activities-table
*ngIf="orders?.length > 0"
[activities]="orders"
[baseCurrency]="data.baseCurrency"
[deviceType]="data.deviceType"
[hasPermissionToCreateActivity]="false"
[hasPermissionToFilter]="false"
[hasPermissionToImportActivities]="false"
[hasPermissionToOpenDetails]="false"
[locale]="data.locale"
[showActions]="false"
[showSymbolColumn]="false"
></gf-activities-table>
</div>
<gf-dialog-footer

View File

@ -2,12 +2,13 @@ import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { MatDialogModule } from '@angular/material/dialog';
import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
import { GfValueModule } from '@ghostfolio/ui/value';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { GfDialogFooterModule } from '../../dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '../../dialog-header/dialog-header.module';
import { PositionDetailDialog } from './position-detail-dialog.component';
@NgModule({
@ -15,6 +16,7 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
exports: [],
imports: [
CommonModule,
GfActivitiesTableModule,
GfDialogFooterModule,
GfDialogHeaderModule,
GfLineChartModule,

View File

@ -5,14 +5,9 @@ import {
OnDestroy,
OnInit
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { ActivatedRoute, Router } from '@angular/router';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { Position } from '@ghostfolio/common/interfaces';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { PositionDetailDialog } from './position-detail-dialog/position-detail-dialog.component';
@Component({
selector: 'gf-position',
@ -32,23 +27,7 @@ export class PositionComponent implements OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor(
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router
) {
route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (
params['positionDetailDialog'] &&
params['symbol'] &&
params['symbol'] === this.position?.symbol
) {
this.openDialog();
}
});
}
public constructor() {}
public ngOnInit() {}
@ -56,25 +35,4 @@ export class PositionComponent implements OnDestroy, OnInit {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private openDialog(): void {
const dialogRef = this.dialog.open(PositionDetailDialog, {
autoFocus: false,
data: {
baseCurrency: this.baseCurrency,
deviceType: this.deviceType,
locale: this.locale,
symbol: this.position?.symbol
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
}
}

View File

@ -123,7 +123,12 @@
}"
></ngx-skeleton-loader>
<div *ngIf="dataSource.data.length === 0 && !isLoading" class="p-3 text-center">
<div
*ngIf="
dataSource.data.length === 0 && hasPermissionToCreateOrder && !isLoading
"
class="p-3 text-center"
>
<gf-no-transactions-info-indicator
[hasBorder]="false"
></gf-no-transactions-info-indicator>

View File

@ -9,17 +9,13 @@ import {
Output,
ViewChild
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { MatPaginator } from '@angular/material/paginator';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { Router } from '@angular/router';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { AssetClass, Order as OrderModel } from '@prisma/client';
import { Subject, Subscription } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { PositionDetailDialog } from '../position/position-detail-dialog/position-detail-dialog.component';
@Component({
selector: 'gf-positions-table',
@ -30,6 +26,7 @@ import { PositionDetailDialog } from '../position/position-detail-dialog/positio
export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() hasPermissionToCreateOrder: boolean;
@Input() locale: string;
@Input() positions: PortfolioPosition[];
@ -49,21 +46,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
private unsubscribeSubject = new Subject<void>();
public constructor(
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router
) {
this.routeQueryParams = route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (params['positionDetailDialog'] && params['symbol']) {
this.openPositionDialog({
symbol: params['symbol']
});
}
});
}
public constructor(private router: Router) {}
public ngOnInit() {}
@ -106,27 +89,6 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
});
}
public openPositionDialog({ symbol }: { symbol: string }): void {
const dialogRef = this.dialog.open(PositionDetailDialog, {
autoFocus: false,
data: {
symbol,
baseCurrency: this.baseCurrency,
deviceType: this.deviceType,
locale: this.locale
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();

View File

@ -7,12 +7,12 @@ import { MatPaginatorModule } from '@angular/material/paginator';
import { MatSortModule } from '@angular/material/sort';
import { MatTableModule } from '@angular/material/table';
import { RouterModule } from '@angular/router';
import { GfPositionDetailDialogModule } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.module';
import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
import { GfNoTransactionsInfoModule } from '@ghostfolio/ui/no-transactions-info';
import { GfValueModule } from '@ghostfolio/ui/value';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { GfPositionDetailDialogModule } from '../position/position-detail-dialog/position-detail-dialog.module';
import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
import { PositionsTableComponent } from './positions-table.component';

View File

@ -23,7 +23,10 @@
[range]="range"
></gf-position>
</ng-container>
<div *ngIf="!hasPositions" class="p-3 text-center">
<div
*ngIf="hasPermissionToCreateOrder && !hasPositions"
class="p-3 text-center"
>
<gf-no-transactions-info-indicator
[hasBorder]="false"
></gf-no-transactions-info-indicator>

View File

@ -17,6 +17,7 @@ import { Position } from '@ghostfolio/common/interfaces';
export class PositionsComponent implements OnChanges, OnInit {
@Input() baseCurrency: string;
@Input() deviceType: string;
@Input() hasPermissionToCreateOrder: boolean;
@Input() locale: string;
@Input() positions: Position[];
@Input() range: string;

View File

@ -1,7 +1,10 @@
<div class="container p-0">
<div class="row no-gutters">
<div class="col">
<mat-card *ngIf="rules === null" class="my-2 text-center">
<mat-card
*ngIf="hasPermissionToCreateOrder && rules === null"
class="my-2 text-center"
>
<gf-no-transactions-info-indicator
[hasBorder]="false"
></gf-no-transactions-info-indicator>

View File

@ -8,6 +8,7 @@ import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
styleUrls: ['./rules.component.scss']
})
export class RulesComponent {
@Input() hasPermissionToCreateOrder: boolean;
@Input() rules: PortfolioReportRule;
public constructor() {}

View File

@ -8,8 +8,7 @@ import {
Output
} from '@angular/core';
import { FormControl } from '@angular/forms';
import { ToggleOption } from './interfaces/toggle-option.type';
import { ToggleOption } from '@ghostfolio/common/types';
@Component({
selector: 'gf-toggle',

View File

@ -16,6 +16,8 @@ import { UserService } from '../services/user/user.service';
export class AuthGuard implements CanActivate {
private static PUBLIC_PAGE_ROUTES = [
'/about',
'/about/changelog',
'/blog',
'/de/blog',
'/en/blog',
'/p',

View File

@ -4,8 +4,7 @@ import {
HttpEvent,
HttpHandler,
HttpInterceptor,
HttpRequest,
HttpResponse
HttpRequest
} from '@angular/common/http';
import { Injectable } from '@angular/core';
import {
@ -43,26 +42,6 @@ export class HttpResponseInterceptor implements HttpInterceptor {
): Observable<HttpEvent<any>> {
return next.handle(request).pipe(
tap((event: HttpEvent<any>) => {
if (event instanceof HttpResponse) {
if (event.status === StatusCodes.ACCEPTED) {
if (!this.snackBarRef) {
this.snackBarRef = this.snackBar.open(
'Sorry! Our data provider partner is experiencing a mild case of the hiccups ;(',
'Try again?',
{ duration: 6000 }
);
this.snackBarRef.afterDismissed().subscribe(() => {
this.snackBarRef = undefined;
});
this.snackBarRef.onAction().subscribe(() => {
window.location.reload();
});
}
}
}
return event;
}),
catchError((error: HttpErrorResponse) => {

View File

@ -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
@ -35,8 +35,8 @@
new feature, please join the Ghostfolio
<a
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
title="Join the Ghostfolio Slack channel"
>Slack channel</a
title="Join the Ghostfolio Slack community"
>Slack community</a
>, tweet to
<a
href="https://twitter.com/ghostfolio_"
@ -108,9 +108,7 @@
<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>
<h3 class="mb-0">{{ statistics?.activeUsers1d || '-' }}</h3>
<div class="h6 mb-0">
<span i18n>Active Users</span>&nbsp;<small class="text-muted"
>(Last 24 hours)</small
@ -118,29 +116,7 @@
</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.activeUsers7d">
{{ statistics?.activeUsers7d ?? '-' }}
</h3>
<div class="h6 mb-0">
<span i18n>Active Users</span>&nbsp;<small class="text-muted"
>(Last 7 days)</small
>
</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.activeUsers30d">
{{ statistics?.activeUsers30d ?? '-' }}
</h3>
<div class="h6 mb-0">
<span i18n>Active Users</span>&nbsp;<small class="text-muted"
>(Last 30 days)</small
>
</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.newUsers30d">
{{ statistics?.newUsers30d ?? '-' }}
</h3>
<h3 class="mb-0">{{ statistics?.newUsers30d ?? '-' }}</h3>
<div class="h6 mb-0">
<span i18n>New Users</span>&nbsp;<small class="text-muted"
>(Last 30 days)</small
@ -148,15 +124,23 @@
</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0" [hidden]="!statistics?.gitHubContributors">
{{ statistics?.gitHubContributors ?? '-' }}
</h3>
<h3 class="mb-0">{{ statistics?.activeUsers30d ?? '-' }}</h3>
<div class="h6 mb-0">
<span i18n>Active Users</span>&nbsp;<small class="text-muted"
>(Last 30 days)</small
>
</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0">{{ statistics?.slackCommunityUsers ?? '-' }}</h3>
<div class="h6 mb-0" i18n>Users in Slack community</div>
</div>
<div class="col-xs-12 col-md-4 my-2">
<h3 class="mb-0">{{ 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">
{{ statistics?.gitHubStargazers ?? '-' }}
</h3>
<h3 class="mb-0">{{ statistics?.gitHubStargazers ?? '-' }}</h3>
<div class="h6 mb-0" i18n>Stars on GitHub</div>
</div>
</div>
@ -165,73 +149,23 @@
</div>
</div>
<div *ngIf="hasPermissionForBlog" class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Blog</h3>
<mat-card class="blog-container">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap mb-3 no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Hello Ghostfolio</div>
<div class="d-flex text-muted">31.07.2021</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/de', 'blog', '2021', '07', 'hallo-ghostfolio']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Hallo Ghostfolio</div>
<div class="d-flex text-muted">31.07.2021</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Changelog</h3>
<mat-card class="changelog">
<mat-card-content>
<markdown [src]="'assets/CHANGELOG.md'"></markdown>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row">
<div class="col">
<h3 class="mb-3 text-center" i18n>License</h3>
<mat-card>
<mat-card-content>
<markdown [src]="'assets/LICENSE'"></markdown>
</mat-card-content>
</mat-card>
<div *ngIf="hasPermissionForBlog" class="col-md-6 col-xs-12 my-2">
<a class="py-2 w-100" i18n mat-stroked-button [routerLink]="['/blog']"
>Blog</a
>
</div>
<div
class="col-md-6 col-xs-12 my-2"
[ngClass]="{ 'offset-md-3': !hasPermissionForBlog }"
>
<a
class="py-2 w-100"
i18n
mat-stroked-button
[routerLink]="['/about', 'changelog']"
>Changelog & License</a
>
</div>
</div>
</div>

View File

@ -2,7 +2,6 @@ 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 { MarkdownModule } from 'ngx-markdown';
import { AboutPageRoutingModule } from './about-page-routing.module';
import { AboutPageComponent } from './about-page.component';
@ -13,7 +12,6 @@ import { AboutPageComponent } from './about-page.component';
imports: [
AboutPageRoutingModule,
CommonModule,
MarkdownModule.forChild(),
MatButtonModule,
MatCardModule
],

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 { ChangelogPageComponent } from './changelog-page.component';
const routes: Routes = [
{ path: '', component: ChangelogPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class ChangelogPageRoutingModule {}

View File

@ -0,0 +1,22 @@
import { Component, OnDestroy } from '@angular/core';
import { Subject } from 'rxjs';
@Component({
host: { class: 'mb-5' },
selector: 'gf-changelog-page',
styleUrls: ['./changelog-page.scss'],
templateUrl: './changelog-page.html'
})
export class ChangelogPageComponent implements OnDestroy {
private unsubscribeSubject = new Subject<void>();
/**
* @constructor
*/
public constructor() {}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,23 @@
<div class="container">
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Changelog</h3>
<mat-card class="changelog">
<mat-card-content>
<markdown [src]="'assets/CHANGELOG.md'"></markdown>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row">
<div class="col">
<h3 class="mb-3 text-center" i18n>License</h3>
<mat-card>
<mat-card-content>
<markdown [src]="'assets/LICENSE'"></markdown>
</mat-card-content>
</mat-card>
</div>
</div>
</div>

View File

@ -0,0 +1,19 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { MarkdownModule } from 'ngx-markdown';
import { ChangelogPageRoutingModule } from './changelog-page-routing.module';
import { ChangelogPageComponent } from './changelog-page.component';
@NgModule({
declarations: [ChangelogPageComponent],
imports: [
ChangelogPageRoutingModule,
CommonModule,
MarkdownModule.forChild(),
MatCardModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class ChangelogPageModule {}

View File

@ -0,0 +1,44 @@
:host {
color: rgb(var(--dark-primary-text));
display: block;
.mat-card {
&.changelog {
a {
color: rgba(var(--palette-primary-500), 1);
font-weight: 500;
&:hover {
color: rgba(var(--palette-primary-300), 1);
}
}
}
&.changelog {
::ng-deep {
markdown {
h1,
p {
display: none;
}
h2 {
font-size: 18px;
&:not(:first-of-type) {
margin-top: 2rem;
}
}
h3 {
font-size: 15px;
}
}
}
}
}
}
:host-context(.is-dark-theme) {
color: rgb(var(--light-primary-text));
}

View File

@ -1,6 +1,6 @@
<div class="blog container">
<div class="row">
<div class="col">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>Hallo Ghostfolio 👋</h1>
@ -141,58 +141,59 @@
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="h5">
<span class="badge badge-light font-weight-normal mr-2"
>Aktie</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Altersvorsorge</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Anlage</span
>
<span class="badge badge-light font-weight-normal mr-2">App</span>
<span class="badge badge-light font-weight-normal mr-2"
>Cryptocurrency</span
>
<span class="badge badge-light font-weight-normal mr-2">ETF</span>
<span class="badge badge-light font-weight-normal mr-2"
>Feedback</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Fintech</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Ghostfolio</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Investition</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Open Source</span
>
<span class="badge badge-light font-weight-normal mr-2">OSS</span>
<span class="badge badge-light font-weight-normal mr-2"
>Portfolio</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Software</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Strategie</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Trading</span
>
<span class="badge badge-light font-weight-normal mr-2"
>TypeScript</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Vermögen</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Wealth Management</span
>
<li class="list-inline-item">
<span class="badge badge-light">Aktie</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Altersvorsorge</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Anlage</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">App</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrency</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Feedback</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investition</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">OSS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Strategie</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Trading</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">TypeScript</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Vermögen</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
</ul>
</section>

View File

@ -7,9 +7,7 @@ import { HalloGhostfolioPageComponent } from './hallo-ghostfolio-page.component'
@NgModule({
declarations: [HalloGhostfolioPageComponent],
exports: [],
imports: [CommonModule, HalloGhostfolioPageRoutingModule, RouterModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class HalloGhostfolioPageModule {}

View File

@ -1,6 +1,6 @@
<div class="blog container">
<div class="row">
<div class="col">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>Hello Ghostfolio 👋</h1>
@ -136,42 +136,44 @@
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="h5">
<span class="badge badge-light font-weight-normal mr-2"
>Cryptocurrency</span
>
<span class="badge badge-light font-weight-normal mr-2">ETF</span>
<span class="badge badge-light font-weight-normal mr-2"
>Fintech</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Ghostfolio</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Investment</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Open Source</span
>
<span class="badge badge-light font-weight-normal mr-2">OSS</span>
<span class="badge badge-light font-weight-normal mr-2"
>Portfolio</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Software</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Stock</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Strategy</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Wealth</span
>
<span class="badge badge-light font-weight-normal mr-2"
>Wealth Management</span
>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrency</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETF</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">OSS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Strategy</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
</ul>
</section>

View File

@ -7,9 +7,7 @@ import { HelloGhostfolioPageComponent } from './hello-ghostfolio-page.component'
@NgModule({
declarations: [HelloGhostfolioPageComponent],
exports: [],
imports: [CommonModule, HelloGhostfolioPageRoutingModule, RouterModule],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class HelloGhostfolioPageModule {}

View File

@ -0,0 +1,19 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
const routes: Routes = [
{
path: '',
component: FirstMonthsInOpenSourcePageComponent,
canActivate: [AuthGuard]
}
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class FirstMonthsInOpenSourceRoutingModule {}

View File

@ -0,0 +1,9 @@
import { Component } from '@angular/core';
@Component({
host: { class: 'mb-5' },
selector: 'gf-first-months-in-open-source-page',
styleUrls: ['./first-months-in-open-source-page.scss'],
templateUrl: './first-months-in-open-source-page.html'
})
export class FirstMonthsInOpenSourcePageComponent {}

View File

@ -0,0 +1,185 @@
<div class="blog container">
<div class="row">
<div class="col-md-8 offset-md-2">
<article>
<div class="mb-4 text-center">
<h1 class="mb-1" i18n>
👻 Ghostfolio
<span class="text-nowrap">First months in Open Source</span>
</h1>
<div class="text-muted"><small>05.01.2022</small></div>
</div>
<section class="mb-4">
<p>
In this article I would like to recap the first months running the
open source project <a href="https://ghostfol.io">Ghostfolio</a>, a
web-based personal finance management software.
</p>
</section>
<section class="mb-4">
<h2 class="h4">From 1* to 100 stars on GitHub</h2>
<p>
When I decided to
<a [routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
>publish</a
>
the project as
<a href="https://github.com/ghostfolio/ghostfolio"
>open source software</a
>
(OSS), I did not know what exactly to expect. In the worst case,
nobody would care. And in the best case, the repository would be
overrun with contributions. The truth is probably somewhere in
between.
</p>
<p>
In the beginning, it felt quite weird to develop in public where
anyone can observe the progress. Stupid mistakes remain visible
forever. But this feeling, fortunately, quickly settled. I believe
the benefits like all the learning clearly outweigh the drawbacks
when you just do it.
</p>
<p>
At the end of 2021, Ghostfolio reached an important milestone:
<a href="https://twitter.com/ghostfolio_/status/1470075774640218121"
>100 stars</a
>
on GitHub. This is really exciting with almost no marketing. I am a
technical founder, so I prefer writing code over anything else. But
there is so much more to make this project happen: writing
documentation, maintaining bug reports and feature requests,
supporting users and managing the community, keeping the SaaS
running, etc.
</p>
<p>
Reaching 100 stars will not only attract very early adopters, but
also the early adopters. At the same time, the demands and
expectations are also increasing.
</p>
</section>
<section class="mb-4">
<h2 class="h4">What is new?</h2>
<p>
During the last months, Ghostfolio has transformed from a one man
project into a prospering wealth management application with 9
contributors and counting. User feedback has directly shaped the
direction of the product development.
</p>
<p>These are some selected key features:</p>
<ul>
<li>
Simplified self-hosting with an
<a href="https://hub.docker.com/r/ghostfolio/ghostfolio"
>official Ghostfolio docker image</a
>
on Docker Hub
</li>
<li>Improved import for activities (transactions and dividend)</li>
<li>Enriched market data for ETFs (region and industries)</li>
</ul>
</section>
<section class="mb-4">
<h2 class="h4">What is coming?</h2>
<p>Here is a brief overview of what I am planning in 2022.</p>
<p>
The goal remains to offer a simple and solid software to manage
personal finances. Thus, the main focus is on the core
functionality.
</p>
<p>
My personal goal is to reach break-even with the Saas offering (<a
[routerLink]="['/pricing']"
>Ghostfolio Premium</a
>) and regularly report about the progress and my learnings on this
exciting journey.
</p>
<p>
I have already started to build a
<a
href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
>community</a
>
of users. In the future, I would like to involve more contributors
to further extend the functionality of Ghostfolio (e.g. with new
reports). Get in touch with me by email at
<a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
<a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> if you
are interested, Im happy to discuss ideas.
</p>
<p>
I would like to say thank you for all your feedback and support
during the last months.
</p>
<p>
Have a great start into the new year and happy investing<br />
Thomas from Ghostfolio
</p>
</section>
<section class="mb-4">
<p>* Pro Tip: add the first star to your own open source project</p>
</section>
<section class="mb-4">
<ul class="list-inline">
<li class="list-inline-item">
<span class="badge badge-light">BuildInPublic</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Community</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Cryptocurrency</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Docker</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">ETF</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Fintech</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Ghostfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Image</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Investment</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Open Source</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">OSS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Portfolio</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Progress</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">SaaS</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Software</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Stock</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Strategy</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth</span>
</li>
<li class="list-inline-item">
<span class="badge badge-light">Wealth Management</span>
</li>
</ul>
</section>
</article>
</div>
</div>
</div>

View File

@ -0,0 +1,13 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { RouterModule } from '@angular/router';
import { FirstMonthsInOpenSourceRoutingModule } from './first-months-in-open-source-page-routing.module';
import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
@NgModule({
declarations: [FirstMonthsInOpenSourcePageComponent],
imports: [CommonModule, FirstMonthsInOpenSourceRoutingModule, RouterModule],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class FirstMonthsInOpenSourcePageModule {}

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 { BlogPageComponent } from './blog-page.component';
const routes: Routes = [
{ path: '', component: BlogPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class BlogPageRoutingModule {}

View File

@ -0,0 +1,22 @@
import { Component, OnDestroy } from '@angular/core';
import { Subject } from 'rxjs';
@Component({
host: { class: 'mb-5' },
selector: 'gf-blog-page',
styleUrls: ['./blog-page.scss'],
templateUrl: './blog-page.html'
})
export class BlogPageComponent implements OnDestroy {
private unsubscribeSubject = new Subject<void>();
/**
* @constructor
*/
public constructor() {}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

View File

@ -0,0 +1,69 @@
<div class="container">
<div class="mb-5 row">
<div class="col">
<h3 class="mb-3 text-center" i18n>Blog</h3>
<mat-card class="blog-container">
<mat-card-content>
<div class="container p-0">
<div class="flex-nowrap mb-3 no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2022', '01', 'ghostfolio-first-months-in-open-source']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">
First months in Open Source
</div>
<div class="d-flex text-muted">05.01.2021</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
<div class="flex-nowrap mb-3 no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Hello Ghostfolio</div>
<div class="d-flex text-muted">31.07.2021</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
<div class="flex-nowrap no-gutters row">
<a
class="d-flex w-100"
[routerLink]="['/de', 'blog', '2021', '07', 'hallo-ghostfolio']"
>
<div class="flex-grow-1">
<div class="h6 m-0 text-truncate">Hallo Ghostfolio</div>
<div class="d-flex text-muted">31.07.2021</div>
</div>
<div class="align-items-center d-flex">
<ion-icon
class="chevron text-muted"
name="chevron-forward-outline"
size="small"
></ion-icon>
</div>
</a>
</div>
</div>
</mat-card-content>
</mat-card>
</div>
</div>
</div>

View File

@ -0,0 +1,13 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { BlogPageRoutingModule } from './blog-page-routing.module';
import { BlogPageComponent } from './blog-page.component';
@NgModule({
declarations: [BlogPageComponent],
imports: [BlogPageRoutingModule, CommonModule, MatCardModule],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class BlogPageModule {}

View File

@ -0,0 +1,8 @@
:host {
color: rgb(var(--dark-primary-text));
display: block;
}
:host-context(.is-dark-theme) {
color: rgb(var(--light-primary-text));
}

View File

@ -1,5 +1,7 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/toggle-option.type';
import { MatDialog } from '@angular/material/dialog';
import { ActivatedRoute, Router } from '@angular/router';
import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
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';
@ -10,9 +12,11 @@ import {
PortfolioPosition,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { ToggleOption } from '@ghostfolio/common/types';
import { AssetClass } from '@prisma/client';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { Subject, Subscription } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@Component({
@ -33,6 +37,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
};
public deviceType: string;
public hasImpersonationId: boolean;
public hasPermissionToCreateOrder: boolean;
public period = 'current';
public periodOptions: ToggleOption[] = [
{ label: 'Initial', value: 'original' },
@ -51,6 +56,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
>;
};
public positionsArray: PortfolioPosition[];
public routeQueryParams: Subscription;
public sectors: {
[name: string]: { name: string; value: number };
};
@ -69,9 +75,22 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private deviceService: DeviceDetectorService,
private dialog: MatDialog,
private impersonationStorageService: ImpersonationStorageService,
private route: ActivatedRoute,
private router: Router,
private userService: UserService
) {}
) {
this.routeQueryParams = route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (params['positionDetailDialog'] && params['symbol']) {
this.openPositionDialog({
symbol: params['symbol']
});
}
});
}
/**
* Initializes the controller
@ -103,6 +122,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
if (state?.user) {
this.user = state.user;
this.hasPermissionToCreateOrder = hasPermission(
this.user.permissions,
permissions.createOrder
);
this.changeDetectorRef.markForCheck();
}
});
@ -266,4 +290,32 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private openPositionDialog({ symbol }: { symbol: string }) {
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
const dialogRef = this.dialog.open(PositionDetailDialog, {
autoFocus: false,
data: {
symbol,
baseCurrency: this.user?.settings?.baseCurrency,
deviceType: this.deviceType,
locale: this.user?.settings?.locale
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
});
}
}

View File

@ -197,6 +197,7 @@
<gf-positions-table
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
[locale]="user?.settings?.locale"
[positions]="positionsArray"
></gf-positions-table>

View File

@ -1,10 +1,11 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/toggle-option.type';
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 { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
import { Position, User } from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { differenceInDays } from 'date-fns';
import { sortBy } from 'lodash';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -16,28 +17,12 @@ import { takeUntil } from 'rxjs/operators';
templateUrl: './analysis-page.html'
})
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 bottom3: Position[];
public daysInMarket: number;
public deviceType: string;
public hasImpersonationId: boolean;
public period = 'current';
public periodOptions: ToggleOption[] = [
{ label: 'Initial', value: 'original' },
{ label: 'Current', value: 'current' }
];
public investments: InvestmentItem[];
public portfolioPositions: { [symbol: string]: PortfolioPosition };
public positions: { [symbol: string]: any };
public sectors: {
[name: string]: { name: string; value: number };
};
public top3: Position[];
public user: User;
private unsubscribeSubject = new Subject<void>();
@ -69,8 +54,29 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
this.dataService
.fetchInvestments()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((response) => {
this.investments = response;
.subscribe(({ firstOrderDate, investments }) => {
this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
this.investments = investments;
this.changeDetectorRef.markForCheck();
});
this.dataService
.fetchPositions({ range: 'max' })
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ positions }) => {
const positionsSorted = sortBy(
positions,
'netPerformancePercentage'
).reverse();
this.top3 = positionsSorted.slice(0, 3);
if (positions?.length > 3) {
this.bottom3 = positionsSorted.slice(-3).reverse();
} else {
this.bottom3 = [];
}
this.changeDetectorRef.markForCheck();
});

View File

@ -5,16 +5,96 @@
<mat-card class="mb-3">
<mat-card-header>
<mat-card-title class="align-items-center d-flex" i18n
>Timeline</mat-card-title
>Investment Timeline</mat-card-title
>
</mat-card-header>
<mat-card-content>
<gf-investment-chart
class="h-100"
[daysInMarket]="daysInMarket"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[investments]="investments"
></gf-investment-chart>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row">
<div class="col-md-6">
<mat-card class="mb-3">
<mat-card-header>
<mat-card-title class="align-items-center d-flex" i18n
>Top 3</mat-card-title
>
</mat-card-header>
<mat-card-content>
<div *ngFor="let position of top3; let i = index" class="d-flex py-1">
<div class="flex-grow-1 mr-2 text-truncate">
{{ i + 1 }}. {{ position.name }}
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="position.netPerformancePercentage"
></gf-value>
</div>
</div>
<div>
<ngx-skeleton-loader
*ngIf="!top3"
animation="pulse"
[theme]="{
height: '1.5rem',
width: '100%'
}"
></ngx-skeleton-loader>
</div>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-6">
<mat-card class="mb-3">
<mat-card-header>
<mat-card-title class="align-items-center d-flex" i18n
>Bottom 3</mat-card-title
>
</mat-card-header>
<mat-card-content>
<div
*ngFor="let position of bottom3; let i = index"
class="d-flex py-1"
>
<div class="flex-grow-1 mr-2 text-truncate">
{{ i + 1 }}. {{ position.name }}
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="position.netPerformancePercentage"
></gf-value>
</div>
</div>
<div>
<ngx-skeleton-loader
*ngIf="!bottom3"
animation="pulse"
[theme]="{
height: '1.5rem',
width: '100%'
}"
></ngx-skeleton-loader>
</div>
</mat-card-content>
</mat-card>
</div>
</div>
</div>

Some files were not shown because too many files have changed in this diff Show More