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115
CHANGELOG.md
115
CHANGELOG.md
@ -5,6 +5,121 @@ 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
|
||||
|
18
README.md
18
README.md
@ -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?
|
||||
|
||||
@ -95,6 +95,14 @@ Run the following command to start the Docker images from [Docker Hub](https://h
|
||||
docker-compose -f docker/docker-compose.yml up
|
||||
```
|
||||
|
||||
#### Setup Database
|
||||
|
||||
Run the following command to setup the database once Ghostfolio is running:
|
||||
|
||||
```bash
|
||||
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:
|
||||
@ -104,12 +112,12 @@ docker-compose -f docker/docker-compose.build.yml build
|
||||
docker-compose -f docker/docker-compose.build.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.build.yml exec ghostfolio yarn database:setup
|
||||
```
|
||||
|
||||
### Fetch Historical Data
|
||||
@ -145,9 +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`
|
||||
|
@ -96,6 +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(
|
||||
@ -215,7 +238,7 @@ export class AdminController {
|
||||
const date = new Date(dateString);
|
||||
|
||||
return this.marketDataService.updateMarketData({
|
||||
data,
|
||||
data: { ...data, dataSource },
|
||||
where: {
|
||||
date_symbol: {
|
||||
date,
|
||||
|
@ -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(
|
||||
|
@ -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;
|
||||
|
@ -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()
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
|
@ -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
@ -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 (
|
||||
|
@ -55,7 +55,7 @@ import {
|
||||
subDays,
|
||||
subYears
|
||||
} from 'date-fns';
|
||||
import { isEmpty } from 'lodash';
|
||||
import { isEmpty, sortBy } from 'lodash';
|
||||
|
||||
import {
|
||||
HistoricalDataContainer,
|
||||
@ -150,12 +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(
|
||||
@ -388,6 +409,7 @@ export class PortfolioService {
|
||||
name: undefined,
|
||||
netPerformance: undefined,
|
||||
netPerformancePercent: undefined,
|
||||
orders: [],
|
||||
quantity: undefined,
|
||||
symbol: aSymbol,
|
||||
transactionCount: undefined,
|
||||
@ -400,17 +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: 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,
|
||||
@ -442,17 +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
|
||||
);
|
||||
@ -521,6 +547,7 @@ export class PortfolioService {
|
||||
minPrice,
|
||||
name,
|
||||
netPerformance,
|
||||
orders,
|
||||
transactionCount,
|
||||
averagePrice: averagePrice.toNumber(),
|
||||
grossPerformancePercent: position.grossPerformancePercentage.toNumber(),
|
||||
@ -578,6 +605,7 @@ export class PortfolioService {
|
||||
maxPrice,
|
||||
minPrice,
|
||||
name,
|
||||
orders,
|
||||
averagePrice: 0,
|
||||
currency: currentData[aSymbol]?.currency,
|
||||
firstBuyDate: undefined,
|
||||
@ -655,7 +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:
|
||||
@ -726,22 +756,6 @@ export class PortfolioService {
|
||||
};
|
||||
}
|
||||
|
||||
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);
|
||||
@ -822,7 +836,7 @@ export class PortfolioService {
|
||||
new FeeRatioInitialInvestment(
|
||||
this.exchangeRateDataService,
|
||||
currentPositions.totalInvestment.toNumber(),
|
||||
this.getFees(orders)
|
||||
this.getFees(orders).toNumber()
|
||||
)
|
||||
],
|
||||
{ baseCurrency: currency }
|
||||
@ -841,8 +855,11 @@ 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, 'BUY');
|
||||
@ -856,14 +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
|
||||
};
|
||||
}
|
||||
|
||||
@ -936,6 +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':
|
||||
@ -964,7 +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: [] };
|
||||
|
@ -13,7 +13,7 @@ import {
|
||||
} from '@nestjs/common';
|
||||
import { REQUEST } from '@nestjs/core';
|
||||
import { AuthGuard } from '@nestjs/passport';
|
||||
import { DataSource, MarketData } from '@prisma/client';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
|
||||
import { isDate, isEmpty } from 'lodash';
|
||||
|
||||
@ -37,8 +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),
|
||||
|
@ -8,7 +8,7 @@ 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, MarketData } from '@prisma/client';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import { format, subDays } from 'date-fns';
|
||||
|
||||
import { LookupItem } from './interfaces/lookup-item.interface';
|
||||
@ -36,17 +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()
|
||||
};
|
||||
});
|
||||
}
|
||||
@ -93,32 +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);
|
||||
|
@ -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 }),
|
||||
|
@ -1,7 +1,9 @@
|
||||
{
|
||||
"1INCH": "1inch",
|
||||
"ALGO": "Algorand",
|
||||
"ATOM": "Cosmos",
|
||||
"AVAX": "Avalanche",
|
||||
"DOT": "Polkadot",
|
||||
"MATIC": "Polygon",
|
||||
"SHIB": "Shiba Inu",
|
||||
"SOL": "Solana",
|
||||
|
@ -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() {
|
||||
|
@ -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']
|
||||
};
|
||||
|
@ -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;
|
||||
}
|
||||
|
@ -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
|
||||
]
|
||||
|
@ -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) {
|
||||
|
@ -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 {
|
||||
|
@ -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;
|
||||
}
|
||||
}
|
@ -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[] }>;
|
||||
}
|
||||
|
@ -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: [] };
|
||||
}
|
||||
|
||||
|
@ -103,7 +103,7 @@ 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' ||
|
||||
@ -221,12 +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=${aSymbol}&lang=en-US®ion=US"esCount=8&newsCount=0&enableFuzzyQuery=false"esQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
|
||||
`${this.yahooFinanceHostname}/v1/finance/search?q=${encodeURIComponent(
|
||||
aQuery
|
||||
)}&lang=en-US®ion=US"esCount=8&newsCount=0&enableFuzzyQuery=false"esQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
|
||||
'GET',
|
||||
'json',
|
||||
200
|
||||
@ -268,7 +270,7 @@ export class YahooFinanceService implements DataProviderInterface {
|
||||
items.push({
|
||||
symbol,
|
||||
currency: value.currency,
|
||||
dataSource: DataSource.YAHOO,
|
||||
dataSource: this.getName(),
|
||||
name: value.name
|
||||
});
|
||||
}
|
||||
|
@ -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);
|
||||
|
@ -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;
|
||||
|
@ -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 {
|
||||
@ -67,14 +68,20 @@ export class MarketDataService {
|
||||
}
|
||||
|
||||
public async updateMarketData(params: {
|
||||
data: Prisma.MarketDataUpdateInput;
|
||||
data: { dataSource: DataSource } & UpdateMarketDataDto;
|
||||
where: Prisma.MarketDataWhereUniqueInput;
|
||||
}): Promise<MarketData> {
|
||||
const { data, where } = params;
|
||||
|
||||
return this.prismaService.marketData.update({
|
||||
data,
|
||||
where
|
||||
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 }
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -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: () =>
|
||||
|
@ -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({
|
||||
|
@ -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
|
||||
|
@ -38,6 +38,13 @@
|
||||
>
|
||||
Gather Data
|
||||
</button>
|
||||
<button
|
||||
i18n
|
||||
mat-menu-item
|
||||
(click)="onGatherProfileDataBySymbol({dataSource: item.dataSource, symbol: item.symbol})"
|
||||
>
|
||||
Gather Profile Data
|
||||
</button>
|
||||
</mat-menu>
|
||||
</td>
|
||||
</tr>
|
||||
|
@ -1,5 +1,6 @@
|
||||
<button
|
||||
*ngIf="deviceType === 'mobile'"
|
||||
class="mt-2"
|
||||
mat-button
|
||||
(click)="onClickCloseButton()"
|
||||
>
|
||||
|
@ -1,4 +1,7 @@
|
||||
:host {
|
||||
display: flex;
|
||||
flex: 0 0 auto;
|
||||
margin-bottom: 0;
|
||||
min-height: 0;
|
||||
padding: 0;
|
||||
}
|
||||
|
@ -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))
|
||||
|
@ -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>
|
||||
|
@ -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
|
||||
|
@ -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"
|
||||
|
@ -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();
|
||||
|
@ -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"
|
||||
|
@ -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
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -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 {}
|
||||
|
@ -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>
|
||||
|
@ -1,6 +1,10 @@
|
||||
:host {
|
||||
display: block;
|
||||
|
||||
.status {
|
||||
font-size: 1.33rem;
|
||||
}
|
||||
|
||||
.value-container {
|
||||
#value {
|
||||
font-variant-numeric: tabular-nums;
|
||||
|
@ -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();
|
||||
|
@ -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>
|
||||
|
@ -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;
|
||||
|
@ -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
|
||||
|
@ -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,
|
||||
|
@ -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 });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -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>
|
||||
|
@ -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();
|
||||
|
@ -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';
|
||||
|
||||
|
@ -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>
|
||||
|
@ -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;
|
||||
|
@ -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>
|
||||
|
@ -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() {}
|
||||
|
@ -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',
|
||||
|
@ -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',
|
||||
|
@ -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) => {
|
||||
|
@ -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_"
|
||||
@ -108,12 +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 === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers1d || '-' }}
|
||||
</h3>
|
||||
<h3 class="mb-0">{{ statistics?.activeUsers1d || '-' }}</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>Active Users</span> <small class="text-muted"
|
||||
>(Last 24 hours)</small
|
||||
@ -121,35 +116,7 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.activeUsers7d === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers7d ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>Active Users</span> <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 === undefined"
|
||||
>
|
||||
{{ statistics?.activeUsers30d ?? '-' }}
|
||||
</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>Active Users</span> <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 === undefined">
|
||||
{{ statistics?.newUsers30d ?? '-' }}
|
||||
</h3>
|
||||
<h3 class="mb-0">{{ statistics?.newUsers30d ?? '-' }}</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>New Users</span> <small class="text-muted"
|
||||
>(Last 30 days)</small
|
||||
@ -157,21 +124,23 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-xs-12 col-md-4 my-2">
|
||||
<h3
|
||||
class="mb-0"
|
||||
[hidden]="statistics?.gitHubContributors === undefined"
|
||||
>
|
||||
{{ statistics?.gitHubContributors ?? '-' }}
|
||||
</h3>
|
||||
<h3 class="mb-0">{{ statistics?.activeUsers30d ?? '-' }}</h3>
|
||||
<div class="h6 mb-0">
|
||||
<span i18n>Active Users</span> <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 === undefined"
|
||||
>
|
||||
{{ statistics?.gitHubStargazers ?? '-' }}
|
||||
</h3>
|
||||
<h3 class="mb-0">{{ statistics?.gitHubStargazers ?? '-' }}</h3>
|
||||
<div class="h6 mb-0" i18n>Stars on GitHub</div>
|
||||
</div>
|
||||
</div>
|
||||
@ -180,73 +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>
|
||||
|
@ -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
|
||||
],
|
||||
|
@ -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 {}
|
@ -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();
|
||||
}
|
||||
}
|
@ -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>
|
@ -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 {}
|
@ -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));
|
||||
}
|
@ -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>
|
||||
|
@ -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 {}
|
||||
|
@ -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>
|
||||
|
@ -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 {}
|
||||
|
@ -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 {}
|
@ -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 {}
|
@ -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, I’m 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>
|
@ -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 {}
|
@ -0,0 +1,3 @@
|
||||
:host {
|
||||
display: block;
|
||||
}
|
15
apps/client/src/app/pages/blog/blog-page-routing.module.ts
Normal file
15
apps/client/src/app/pages/blog/blog-page-routing.module.ts
Normal 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 {}
|
22
apps/client/src/app/pages/blog/blog-page.component.ts
Normal file
22
apps/client/src/app/pages/blog/blog-page.component.ts
Normal 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();
|
||||
}
|
||||
}
|
69
apps/client/src/app/pages/blog/blog-page.html
Normal file
69
apps/client/src/app/pages/blog/blog-page.html
Normal 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>
|
13
apps/client/src/app/pages/blog/blog-page.module.ts
Normal file
13
apps/client/src/app/pages/blog/blog-page.module.ts
Normal 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 {}
|
8
apps/client/src/app/pages/blog/blog-page.scss
Normal file
8
apps/client/src/app/pages/blog/blog-page.scss
Normal 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));
|
||||
}
|
@ -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 });
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -197,6 +197,7 @@
|
||||
<gf-positions-table
|
||||
[baseCurrency]="user?.settings?.baseCurrency"
|
||||
[deviceType]="deviceType"
|
||||
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
|
||||
[locale]="user?.settings?.locale"
|
||||
[positions]="positionsArray"
|
||||
></gf-positions-table>
|
||||
|
@ -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();
|
||||
});
|
||||
|
@ -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>
|
||||
|
@ -2,6 +2,8 @@ import { CommonModule } from '@angular/common';
|
||||
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
|
||||
import { MatCardModule } from '@angular/material/card';
|
||||
import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
|
||||
import { GfValueModule } from '@ghostfolio/ui/value';
|
||||
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
|
||||
|
||||
import { AnalysisPageRoutingModule } from './analysis-page-routing.module';
|
||||
import { AnalysisPageComponent } from './analysis-page.component';
|
||||
@ -13,7 +15,9 @@ import { AnalysisPageComponent } from './analysis-page.component';
|
||||
AnalysisPageRoutingModule,
|
||||
CommonModule,
|
||||
GfInvestmentChartModule,
|
||||
MatCardModule
|
||||
GfValueModule,
|
||||
MatCardModule,
|
||||
NgxSkeletonLoaderModule
|
||||
],
|
||||
providers: [],
|
||||
schemas: [CUSTOM_ELEMENTS_SCHEMA]
|
||||
|
@ -3,16 +3,16 @@
|
||||
<div class="row">
|
||||
<div class="col-xs-12 col-md-6">
|
||||
<mat-card class="mb-3">
|
||||
<h4 i18n>Transactions</h4>
|
||||
<p class="mb-0">Manage your transactions.</p>
|
||||
<h4 i18n>Activities</h4>
|
||||
<p class="mb-0">Manage your activities.</p>
|
||||
<p class="text-right">
|
||||
<a
|
||||
color="primary"
|
||||
i18n
|
||||
mat-button
|
||||
[routerLink]="['/portfolio', 'transactions']"
|
||||
[routerLink]="['/portfolio', 'activities']"
|
||||
>
|
||||
Open Transactions →
|
||||
<span i18n>Open Activities</span>
|
||||
<ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
|
||||
</a>
|
||||
</p>
|
||||
</mat-card>
|
||||
@ -31,12 +31,12 @@
|
||||
<p class="text-right">
|
||||
<a
|
||||
color="primary"
|
||||
i18n
|
||||
mat-button
|
||||
[disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
|
||||
[routerLink]="['/portfolio', 'allocations']"
|
||||
>
|
||||
Open Allocations →
|
||||
<span i18n>Open Allocations</span>
|
||||
<ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
|
||||
</a>
|
||||
</p>
|
||||
</mat-card>
|
||||
@ -57,12 +57,12 @@
|
||||
<p class="text-right">
|
||||
<a
|
||||
color="primary"
|
||||
i18n
|
||||
mat-button
|
||||
[disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
|
||||
[routerLink]="['/portfolio', 'analysis']"
|
||||
>
|
||||
Open Analysis →
|
||||
<span i18n>Open Analysis</span>
|
||||
<ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
|
||||
</a>
|
||||
</p>
|
||||
</mat-card>
|
||||
@ -84,12 +84,12 @@
|
||||
<p class="text-right">
|
||||
<a
|
||||
color="primary"
|
||||
i18n
|
||||
mat-button
|
||||
[disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
|
||||
[routerLink]="['/portfolio', 'report']"
|
||||
>
|
||||
Open X-ray →
|
||||
<span i18n>Open X-ray</span>
|
||||
<ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
|
||||
</a>
|
||||
</p>
|
||||
</mat-card>
|
||||
|
@ -1,6 +1,8 @@
|
||||
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
|
||||
import { DataService } from '@ghostfolio/client/services/data.service';
|
||||
import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
|
||||
import { UserService } from '@ghostfolio/client/services/user/user.service';
|
||||
import { PortfolioReportRule, User } from '@ghostfolio/common/interfaces';
|
||||
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
|
||||
import { Subject } from 'rxjs';
|
||||
import { takeUntil } from 'rxjs/operators';
|
||||
|
||||
@ -14,6 +16,8 @@ export class ReportPageComponent implements OnDestroy, OnInit {
|
||||
public accountClusterRiskRules: PortfolioReportRule[];
|
||||
public currencyClusterRiskRules: PortfolioReportRule[];
|
||||
public feeRules: PortfolioReportRule[];
|
||||
public hasPermissionToCreateOrder: boolean;
|
||||
public user: User;
|
||||
|
||||
private unsubscribeSubject = new Subject<void>();
|
||||
|
||||
@ -22,7 +26,8 @@ export class ReportPageComponent implements OnDestroy, OnInit {
|
||||
*/
|
||||
public constructor(
|
||||
private changeDetectorRef: ChangeDetectorRef,
|
||||
private dataService: DataService
|
||||
private dataService: DataService,
|
||||
private userService: UserService
|
||||
) {}
|
||||
|
||||
/**
|
||||
@ -41,6 +46,21 @@ export class ReportPageComponent implements OnDestroy, OnInit {
|
||||
|
||||
this.changeDetectorRef.markForCheck();
|
||||
});
|
||||
|
||||
this.userService.stateChanged
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((state) => {
|
||||
if (state?.user) {
|
||||
this.user = state.user;
|
||||
|
||||
this.hasPermissionToCreateOrder = hasPermission(
|
||||
this.user.permissions,
|
||||
permissions.createOrder
|
||||
);
|
||||
|
||||
this.changeDetectorRef.markForCheck();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
|
@ -15,15 +15,24 @@
|
||||
</p>
|
||||
<div class="mb-4">
|
||||
<h4 class="m-0" i18n>Currency Cluster Risks</h4>
|
||||
<gf-rules [rules]="currencyClusterRiskRules"></gf-rules>
|
||||
<gf-rules
|
||||
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
|
||||
[rules]="currencyClusterRiskRules"
|
||||
></gf-rules>
|
||||
</div>
|
||||
<div class="mb-4">
|
||||
<h4 class="m-0" i18n>Account Cluster Risks</h4>
|
||||
<gf-rules [rules]="accountClusterRiskRules"></gf-rules>
|
||||
<gf-rules
|
||||
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
|
||||
[rules]="accountClusterRiskRules"
|
||||
></gf-rules>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="m-0" i18n>Fees</h4>
|
||||
<gf-rules [rules]="feeRules"></gf-rules>
|
||||
<gf-rules
|
||||
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
|
||||
[rules]="feeRules"
|
||||
></gf-rules>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
@ -1,6 +1,6 @@
|
||||
<form #addTransactionForm="ngForm" class="d-flex flex-column h-100">
|
||||
<h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update transaction</h1>
|
||||
<h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add transaction</h1>
|
||||
<h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update activity</h1>
|
||||
<h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add activity</h1>
|
||||
<div class="flex-grow-1" mat-dialog-content>
|
||||
<div>
|
||||
<mat-form-field appearance="outline" class="w-100">
|
||||
@ -52,8 +52,9 @@
|
||||
<mat-form-field appearance="outline" class="w-100">
|
||||
<mat-label i18n>Type</mat-label>
|
||||
<mat-select name="type" required [(value)]="data.transaction.type">
|
||||
<mat-option value="BUY" i18n> BUY </mat-option>
|
||||
<mat-option value="SELL" i18n> SELL </mat-option>
|
||||
<mat-option value="BUY" i18n>BUY</mat-option>
|
||||
<mat-option value="DIVIDEND" i18n>DIVIDEND</mat-option>
|
||||
<mat-option value="SELL" i18n>SELL</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
@ -141,7 +142,7 @@
|
||||
[(ngModel)]="data.transaction.unitPrice"
|
||||
/>
|
||||
<button
|
||||
*ngIf="currentMarketPrice"
|
||||
*ngIf="currentMarketPrice && (data.transaction.type === 'BUY' || data.transaction.type === 'SELL')"
|
||||
mat-icon-button
|
||||
matSuffix
|
||||
title="Apply current market price"
|
||||
|
@ -4,6 +4,7 @@ import { MatSnackBar } from '@angular/material/snack-bar';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
|
||||
import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
|
||||
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 { ImportTransactionsService } from '@ghostfolio/client/services/import-transactions.service';
|
||||
@ -61,7 +62,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
this.routeQueryParams = route.queryParams
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((params) => {
|
||||
if (params['createDialog'] && this.hasPermissionToCreateOrder) {
|
||||
if (params['createDialog']) {
|
||||
this.openCreateTransactionDialog();
|
||||
} else if (params['editDialog']) {
|
||||
if (this.transactions) {
|
||||
@ -73,6 +74,10 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
} else {
|
||||
this.router.navigate(['.'], { relativeTo: this.route });
|
||||
}
|
||||
} else if (params['positionDetailDialog'] && params['symbol']) {
|
||||
this.openPositionDialog({
|
||||
symbol: params['symbol']
|
||||
});
|
||||
}
|
||||
});
|
||||
}
|
||||
@ -188,7 +193,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
const fileContent = readerEvent.target.result as string;
|
||||
|
||||
try {
|
||||
if (file.type === 'application/json') {
|
||||
if (file.name.endsWith('.json')) {
|
||||
const content = JSON.parse(fileContent);
|
||||
|
||||
if (!isArray(content.orders)) {
|
||||
@ -203,11 +208,12 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
|
||||
this.handleImportSuccess();
|
||||
} catch (error) {
|
||||
console.error(error);
|
||||
this.handleImportError({ error, orders: content.orders });
|
||||
}
|
||||
|
||||
return;
|
||||
} else if (file.type === 'text/csv') {
|
||||
} else if (file.name.endsWith('.csv')) {
|
||||
try {
|
||||
await this.importTransactionsService.importCsv({
|
||||
fileContent,
|
||||
@ -217,6 +223,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
|
||||
this.handleImportSuccess();
|
||||
} catch (error) {
|
||||
console.error(error);
|
||||
this.handleImportError({
|
||||
error: {
|
||||
error: { message: error?.error?.message ?? [error?.message] }
|
||||
@ -230,6 +237,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
|
||||
throw new Error();
|
||||
} catch (error) {
|
||||
console.error(error);
|
||||
this.handleImportError({
|
||||
error: { error: { message: ['Unexpected format'] } },
|
||||
orders: []
|
||||
@ -383,4 +391,32 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
this.router.navigate(['.'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
|
||||
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 });
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -1,21 +1,21 @@
|
||||
<div class="container">
|
||||
<div class="row mb-3">
|
||||
<div class="col">
|
||||
<h3 class="d-flex justify-content-center mb-3" i18n>Transactions</h3>
|
||||
<gf-transactions-table
|
||||
<h3 class="d-flex justify-content-center mb-3" i18n>Activities</h3>
|
||||
<gf-activities-table
|
||||
[activities]="transactions"
|
||||
[baseCurrency]="user?.settings?.baseCurrency"
|
||||
[deviceType]="deviceType"
|
||||
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
|
||||
[hasPermissionToImportOrders]="hasPermissionToImportOrders"
|
||||
[hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
|
||||
[hasPermissionToImportActivities]="hasPermissionToImportOrders"
|
||||
[locale]="user?.settings?.locale"
|
||||
[showActions]="!hasImpersonationId && hasPermissionToDeleteOrder && !user.settings.isRestrictedView"
|
||||
[transactions]="transactions"
|
||||
(activityDeleted)="onDeleteTransaction($event)"
|
||||
(activityToClone)="onCloneTransaction($event)"
|
||||
(activityToUpdate)="onUpdateTransaction($event)"
|
||||
(export)="onExport()"
|
||||
(import)="onImport()"
|
||||
(transactionDeleted)="onDeleteTransaction($event)"
|
||||
(transactionToClone)="onCloneTransaction($event)"
|
||||
(transactionToUpdate)="onUpdateTransaction($event)"
|
||||
></gf-transactions-table>
|
||||
></gf-activities-table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
@ -3,8 +3,8 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { RouterModule } from '@angular/router';
|
||||
import { GfTransactionsTableModule } from '@ghostfolio/client/components/transactions-table/transactions-table.module';
|
||||
import { ImportTransactionsService } from '@ghostfolio/client/services/import-transactions.service';
|
||||
import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
|
||||
|
||||
import { GfCreateOrUpdateTransactionDialogModule } from './create-or-update-transaction-dialog/create-or-update-transaction-dialog.module';
|
||||
import { GfImportTransactionDialogModule } from './import-transaction-dialog/import-transaction-dialog.module';
|
||||
@ -16,9 +16,9 @@ import { TransactionsPageComponent } from './transactions-page.component';
|
||||
exports: [],
|
||||
imports: [
|
||||
CommonModule,
|
||||
GfActivitiesTableModule,
|
||||
GfCreateOrUpdateTransactionDialogModule,
|
||||
GfImportTransactionDialogModule,
|
||||
GfTransactionsTableModule,
|
||||
MatButtonModule,
|
||||
MatSnackBarModule,
|
||||
RouterModule,
|
||||
|
@ -20,6 +20,19 @@ export class AdminService {
|
||||
return this.http.post<void>(`/api/admin/gather/profile-data`, {});
|
||||
}
|
||||
|
||||
public gatherProfileDataBySymbol({
|
||||
dataSource,
|
||||
symbol
|
||||
}: {
|
||||
dataSource: DataSource;
|
||||
symbol: string;
|
||||
}) {
|
||||
return this.http.post<void>(
|
||||
`/api/admin/gather/profile-data/${dataSource}/${symbol}`,
|
||||
{}
|
||||
);
|
||||
}
|
||||
|
||||
public gatherSymbol({
|
||||
dataSource,
|
||||
date,
|
||||
|
@ -5,7 +5,6 @@ import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto
|
||||
import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
|
||||
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
|
||||
import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
|
||||
import { PortfolioPositionDetail } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
|
||||
import { PortfolioPositions } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-positions.interface';
|
||||
import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
|
||||
import { SymbolItem } from '@ghostfolio/api/app/symbol/interfaces/symbol-item.interface';
|
||||
@ -23,13 +22,13 @@ import {
|
||||
InfoItem,
|
||||
PortfolioChart,
|
||||
PortfolioDetails,
|
||||
PortfolioInvestments,
|
||||
PortfolioPerformance,
|
||||
PortfolioPublicDetails,
|
||||
PortfolioReport,
|
||||
PortfolioSummary,
|
||||
User
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
|
||||
import { permissions } from '@ghostfolio/common/permissions';
|
||||
import { DateRange } from '@ghostfolio/common/types';
|
||||
import { DataSource, Order as OrderModel } from '@prisma/client';
|
||||
@ -124,6 +123,18 @@ export class DataService {
|
||||
return info;
|
||||
}
|
||||
|
||||
public fetchInvestments(): Observable<PortfolioInvestments> {
|
||||
return this.http.get<any>('/api/portfolio/investments').pipe(
|
||||
map((response) => {
|
||||
if (response.firstOrderDate) {
|
||||
response.firstOrderDate = parseISO(response.firstOrderDate);
|
||||
}
|
||||
|
||||
return response;
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
public fetchSymbolItem({
|
||||
dataSource,
|
||||
includeHistoricalData = false,
|
||||
@ -170,10 +181,6 @@ export class DataService {
|
||||
);
|
||||
}
|
||||
|
||||
public fetchInvestments() {
|
||||
return this.http.get<InvestmentItem[]>('/api/portfolio/investments');
|
||||
}
|
||||
|
||||
public fetchPortfolioDetails(aParams: { [param: string]: any }) {
|
||||
return this.http.get<PortfolioDetails>('/api/portfolio/details', {
|
||||
params: aParams
|
||||
@ -181,7 +188,10 @@ export class DataService {
|
||||
}
|
||||
|
||||
public fetchPortfolioPerformance(aParams: { [param: string]: any }) {
|
||||
return this.http.get<PortfolioPerformance>('/api/portfolio/performance', {
|
||||
return this.http.get<{
|
||||
hasErrors: boolean;
|
||||
performance: PortfolioPerformance;
|
||||
}>('/api/portfolio/performance', {
|
||||
params: aParams
|
||||
});
|
||||
}
|
||||
@ -209,8 +219,17 @@ export class DataService {
|
||||
}
|
||||
|
||||
public fetchPositionDetail(aSymbol: string) {
|
||||
return this.http.get<PortfolioPositionDetail>(
|
||||
`/api/portfolio/position/${aSymbol}`
|
||||
return this.http.get<any>(`/api/portfolio/position/${aSymbol}`).pipe(
|
||||
map((data) => {
|
||||
if (data.orders) {
|
||||
for (const order of data.orders) {
|
||||
order.createdAt = parseISO(order.createdAt);
|
||||
order.date = parseISO(order.date);
|
||||
}
|
||||
}
|
||||
|
||||
return data;
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
|
@ -15,8 +15,8 @@ export class ImportTransactionsService {
|
||||
private static CURRENCY_KEYS = ['ccy', 'currency'];
|
||||
private static DATE_KEYS = ['date'];
|
||||
private static FEE_KEYS = ['commission', 'fee'];
|
||||
private static QUANTITY_KEYS = ['qty', 'quantity', 'shares'];
|
||||
private static SYMBOL_KEYS = ['code', 'symbol'];
|
||||
private static QUANTITY_KEYS = ['qty', 'quantity', 'shares', 'units'];
|
||||
private static SYMBOL_KEYS = ['code', 'symbol', 'ticker'];
|
||||
private static TYPE_KEYS = ['action', 'type'];
|
||||
private static UNIT_PRICE_KEYS = ['price', 'unitprice', 'value'];
|
||||
|
||||
@ -214,10 +214,15 @@ export class ImportTransactionsService {
|
||||
|
||||
for (const key of ImportTransactionsService.TYPE_KEYS) {
|
||||
if (item[key]) {
|
||||
if (item[key].toLowerCase() === 'buy') {
|
||||
return Type.BUY;
|
||||
} else if (item[key].toLowerCase() === 'sell') {
|
||||
return Type.SELL;
|
||||
switch (item[key].toLowerCase()) {
|
||||
case 'buy':
|
||||
return Type.BUY;
|
||||
case 'dividend':
|
||||
return Type.DIVIDEND;
|
||||
case 'sell':
|
||||
return Type.SELL;
|
||||
default:
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -1,4 +1,5 @@
|
||||
User-agent: *
|
||||
Allow: /
|
||||
Disallow: /p/*
|
||||
|
||||
Sitemap: https://ghostfol.io/sitemap.xml
|
||||
|
@ -6,30 +6,42 @@
|
||||
http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
|
||||
<url>
|
||||
<loc>https://ghostfol.io</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/about</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/about/changelog</loc>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/blog</loc>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
|
||||
<lastmod>2022-01-05T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/pricing</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/register</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
<url>
|
||||
<loc>https://ghostfol.io/resources</loc>
|
||||
<lastmod>2021-07-31T00:00:00+00:00</lastmod>
|
||||
<lastmod>2022-01-01T00:00:00+00:00</lastmod>
|
||||
</url>
|
||||
</urlset>
|
||||
|
@ -38,7 +38,7 @@ body {
|
||||
|
||||
.blog {
|
||||
a {
|
||||
color: rgba(var(--palette-primary-500), 1);
|
||||
color: rgba(var(--palette-primary-500), 1) !important;
|
||||
font-weight: 500;
|
||||
|
||||
&:hover {
|
||||
|
@ -1,5 +1,17 @@
|
||||
import { ToggleOption } from './types';
|
||||
|
||||
export const baseCurrency = 'USD';
|
||||
|
||||
export const defaultDateRangeOptions: ToggleOption[] = [
|
||||
{ label: 'Today', value: '1d' },
|
||||
{ label: 'YTD', value: 'ytd' },
|
||||
{ label: '1Y', value: '1y' },
|
||||
{ label: '5Y', value: '5y' },
|
||||
{ label: 'Max', value: 'max' }
|
||||
];
|
||||
|
||||
export const DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
|
||||
|
||||
export const ghostfolioScraperApiSymbolPrefix = '_GF_';
|
||||
export const ghostfolioCashSymbol = `${ghostfolioScraperApiSymbolPrefix}CASH`;
|
||||
export const ghostfolioFearAndGreedIndexSymbol = `${ghostfolioScraperApiSymbolPrefix}FEAR_AND_GREED_INDEX`;
|
||||
@ -35,6 +47,7 @@ export const PROPERTY_CURRENCIES = 'CURRENCIES';
|
||||
export const PROPERTY_IS_READ_ONLY_MODE = 'IS_READ_ONLY_MODE';
|
||||
export const PROPERTY_LAST_DATA_GATHERING = 'LAST_DATA_GATHERING';
|
||||
export const PROPERTY_LOCKED_DATA_GATHERING = 'LOCKED_DATA_GATHERING';
|
||||
export const PROPERTY_SLACK_COMMUNITY_USERS = 'SLACK_COMMUNITY_USERS';
|
||||
export const PROPERTY_STRIPE_CONFIG = 'STRIPE_CONFIG';
|
||||
export const PROPERTY_SYSTEM_MESSAGE = 'SYSTEM_MESSAGE';
|
||||
|
||||
|
@ -3,8 +3,6 @@ import { getDate, getMonth, getYear, parse, subDays } from 'date-fns';
|
||||
|
||||
import { ghostfolioScraperApiSymbolPrefix } from './config';
|
||||
|
||||
export const DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
|
||||
|
||||
export function capitalize(aString: string) {
|
||||
return aString.charAt(0).toUpperCase() + aString.slice(1).toLowerCase();
|
||||
}
|
||||
|
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user