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0873f539c5 | |||
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26
CHANGELOG.md
26
CHANGELOG.md
@ -5,6 +5,32 @@ 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).
|
||||
|
||||
## 1.98.0 - 29.12.2021
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||||
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||||
### Added
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||||
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||||
- Added the date range component to the holdings tab
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||||
|
||||
### Changed
|
||||
|
||||
- Extended the statistics section on the about page (users in Slack community)
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||||
|
||||
### Fixed
|
||||
|
||||
- Fixed the creation of historical data in the admin control panel (upsert instead of update)
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||||
- Fixed the scrolling issue in the position detail dialog on mobile
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||||
|
||||
## 1.97.0 - 28.12.2021
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||||
|
||||
### Added
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||||
|
||||
- Added the transactions to the position detail dialog
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||||
- Added support for dividend
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||||
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||||
### Todo
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||||
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||||
- Apply data migration (`yarn database:migrate`)
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||||
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||||
## 1.96.0 - 27.12.2021
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||||
|
||||
### Changed
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||||
|
@ -215,7 +215,7 @@ export class AdminController {
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||||
const date = new Date(dateString);
|
||||
|
||||
return this.marketDataService.updateMarketData({
|
||||
data,
|
||||
data: { ...data, dataSource },
|
||||
where: {
|
||||
date_symbol: {
|
||||
date,
|
||||
|
@ -7,6 +7,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
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||||
import { PropertyService } from '@ghostfolio/api/services/property/property.service';
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||||
import {
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||||
PROPERTY_IS_READ_ONLY_MODE,
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||||
PROPERTY_SLACK_COMMUNITY_USERS,
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||||
PROPERTY_STRIPE_CONFIG,
|
||||
PROPERTY_SYSTEM_MESSAGE
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||||
} from '@ghostfolio/common/config';
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||||
@ -187,6 +188,12 @@ export class InfoService {
|
||||
});
|
||||
}
|
||||
|
||||
private async countSlackCommunityUsers() {
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||||
return (await this.propertyService.getByKey(
|
||||
PROPERTY_SLACK_COMMUNITY_USERS
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||||
)) as string;
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||||
}
|
||||
|
||||
private getDemoAuthToken() {
|
||||
return this.jwtService.sign({
|
||||
id: InfoService.DEMO_USER_ID
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||||
@ -218,19 +225,19 @@ export class InfoService {
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||||
} catch {}
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||||
|
||||
const activeUsers1d = await this.countActiveUsers(1);
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const activeUsers7d = await this.countActiveUsers(7);
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||||
const activeUsers30d = await this.countActiveUsers(30);
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||||
const newUsers30d = await this.countNewUsers(30);
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||||
const gitHubContributors = await this.countGitHubContributors();
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||||
const gitHubStargazers = await this.countGitHubStargazers();
|
||||
const slackCommunityUsers = await this.countSlackCommunityUsers();
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||||
|
||||
statistics = {
|
||||
activeUsers1d,
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activeUsers7d,
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||||
activeUsers30d,
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||||
gitHubContributors,
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||||
gitHubStargazers,
|
||||
newUsers30d
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||||
newUsers30d,
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||||
slackCommunityUsers
|
||||
};
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||||
|
||||
await this.redisCacheService.set(
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||||
|
@ -66,28 +66,21 @@ export class OrderController {
|
||||
this.request.user.id
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||||
);
|
||||
|
||||
let orders = await this.orderService.orders({
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||||
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;
|
||||
|
@ -330,6 +330,7 @@ export class PortfolioController {
|
||||
'currentGrossPerformance',
|
||||
'currentNetPerformance',
|
||||
'currentValue',
|
||||
'dividend',
|
||||
'fees',
|
||||
'netWorth',
|
||||
'totalBuy',
|
||||
@ -360,6 +361,7 @@ export class PortfolioController {
|
||||
'grossPerformance',
|
||||
'investment',
|
||||
'netPerformance',
|
||||
'orders',
|
||||
'quantity',
|
||||
'value'
|
||||
]);
|
||||
|
@ -388,6 +388,7 @@ export class PortfolioService {
|
||||
name: undefined,
|
||||
netPerformance: undefined,
|
||||
netPerformancePercent: undefined,
|
||||
orders: [],
|
||||
quantity: undefined,
|
||||
symbol: aSymbol,
|
||||
transactionCount: undefined,
|
||||
@ -400,17 +401,21 @@ 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,
|
||||
@ -521,6 +526,7 @@ export class PortfolioService {
|
||||
minPrice,
|
||||
name,
|
||||
netPerformance,
|
||||
orders,
|
||||
transactionCount,
|
||||
averagePrice: averagePrice.toNumber(),
|
||||
grossPerformancePercent: position.grossPerformancePercentage.toNumber(),
|
||||
@ -578,6 +584,7 @@ export class PortfolioService {
|
||||
maxPrice,
|
||||
minPrice,
|
||||
name,
|
||||
orders,
|
||||
averagePrice: 0,
|
||||
currency: currentData[aSymbol]?.currency,
|
||||
firstBuyDate: undefined,
|
||||
@ -726,22 +733,6 @@ 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 +813,7 @@ export class PortfolioService {
|
||||
new FeeRatioInitialInvestment(
|
||||
this.exchangeRateDataService,
|
||||
currentPositions.totalInvestment.toNumber(),
|
||||
this.getFees(orders)
|
||||
this.getFees(orders).toNumber()
|
||||
)
|
||||
],
|
||||
{ baseCurrency: currency }
|
||||
@ -841,8 +832,11 @@ 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 +850,17 @@ 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 +933,47 @@ 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 +1002,11 @@ 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: [] };
|
||||
|
@ -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 }
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -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.openDialog(params['symbol']);
|
||||
}
|
||||
});
|
||||
|
||||
this.userService.stateChanged
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((state) => {
|
||||
@ -64,12 +80,41 @@ 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 openDialog(aSymbol: string): void {
|
||||
const dialogRef = this.dialog.open(PositionDetailDialog, {
|
||||
autoFocus: false,
|
||||
data: {
|
||||
baseCurrency: this.user?.settings?.baseCurrency,
|
||||
deviceType: this.deviceType,
|
||||
locale: this.user?.settings?.locale,
|
||||
symbol: aSymbol
|
||||
},
|
||||
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">
|
||||
|
@ -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
|
||||
|
@ -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 {
|
||||
@ -7,6 +6,7 @@ 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 { DateRange } from '@ghostfolio/common/types';
|
||||
import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
|
||||
@ -21,13 +21,7 @@ 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;
|
||||
|
@ -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;
|
||||
|
@ -124,6 +124,20 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<gf-transactions-table
|
||||
*ngIf="orders?.length > 0"
|
||||
[baseCurrency]="data.baseCurrency"
|
||||
[deviceType]="data.deviceType"
|
||||
[hasPermissionToCreateOrder]="false"
|
||||
[hasPermissionToFilter]="false"
|
||||
[hasPermissionToImportOrders]="false"
|
||||
[hasPermissionToOpenDetails]="false"
|
||||
[locale]="data.locale"
|
||||
[showActions]="false"
|
||||
[showSymbolColumn]="false"
|
||||
[transactions]="orders"
|
||||
></gf-transactions-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 { GfTransactionsTableModule } from '@ghostfolio/client/components/transactions-table/transactions-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({
|
||||
@ -18,6 +19,7 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
|
||||
GfDialogFooterModule,
|
||||
GfDialogHeaderModule,
|
||||
GfLineChartModule,
|
||||
GfTransactionsTableModule,
|
||||
GfValueModule,
|
||||
MatButtonModule,
|
||||
MatDialogModule,
|
||||
|
@ -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 });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
@ -14,13 +14,12 @@ 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 { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
|
||||
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',
|
||||
changeDetection: ChangeDetectionStrategy.OnPush,
|
||||
|
@ -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';
|
||||
|
||||
|
@ -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',
|
||||
|
@ -1,4 +1,8 @@
|
||||
<mat-form-field appearance="outline" class="w-100">
|
||||
<mat-form-field
|
||||
appearance="outline"
|
||||
class="w-100"
|
||||
[ngClass]="{ 'd-none': !hasPermissionToFilter }"
|
||||
>
|
||||
<ion-icon class="mr-1" matPrefix name="search-outline"></ion-icon>
|
||||
<mat-chip-list #chipList aria-label="Search keywords">
|
||||
<mat-chip
|
||||
@ -73,11 +77,15 @@
|
||||
<td mat-cell *matCellDef="let element" class="px-1">
|
||||
<div
|
||||
class="d-inline-flex p-1 type-badge"
|
||||
[ngClass]="element.type == 'BUY' ? 'buy' : 'sell'"
|
||||
[ngClass]="{
|
||||
buy: element.type === 'BUY',
|
||||
dividend: element.type === 'DIVIDEND',
|
||||
sell: element.type === 'SELL'
|
||||
}"
|
||||
>
|
||||
<ion-icon
|
||||
[name]="
|
||||
element.type === 'BUY'
|
||||
element.type === 'BUY' || element.type === 'DIVIDEND'
|
||||
? 'arrow-forward-circle-outline'
|
||||
: 'arrow-back-circle-outline'
|
||||
"
|
||||
@ -179,6 +187,27 @@
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="value">
|
||||
<th
|
||||
*matHeaderCellDef
|
||||
class="justify-content-end px-1"
|
||||
i18n
|
||||
mat-header-cell
|
||||
mat-sort-header
|
||||
>
|
||||
Value
|
||||
</th>
|
||||
<td *matCellDef="let element" class="px1" mat-cell>
|
||||
<div class="d-flex justify-content-end">
|
||||
<gf-value
|
||||
[isCurrency]="true"
|
||||
[locale]="locale"
|
||||
[value]="isLoading ? undefined : element.value"
|
||||
></gf-value>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="account">
|
||||
<th *matHeaderCellDef class="px-1" mat-header-cell>
|
||||
<span class="d-none d-lg-block" i18n>Account</span>
|
||||
@ -254,12 +283,13 @@
|
||||
*matRowDef="let row; columns: displayedColumns"
|
||||
mat-row
|
||||
(click)="
|
||||
!row.isDraft &&
|
||||
hasPermissionToOpenDetails &&
|
||||
!row.isDraft &&
|
||||
onOpenPositionDialog({
|
||||
symbol: row.symbol
|
||||
})
|
||||
"
|
||||
[ngClass]="{ 'is-draft': row.isDraft }"
|
||||
[ngClass]="{ 'cursor-pointer': hasPermissionToOpenDetails && !row.isDraft }"
|
||||
></tr>
|
||||
</table>
|
||||
|
||||
|
@ -24,10 +24,6 @@
|
||||
}
|
||||
|
||||
.mat-row {
|
||||
&:not(.is-draft) {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.type-badge {
|
||||
background-color: rgba(var(--palette-foreground-text), 0.05);
|
||||
border-radius: 1rem;
|
||||
@ -41,6 +37,10 @@
|
||||
color: var(--green);
|
||||
}
|
||||
|
||||
&.dividend {
|
||||
color: var(--blue);
|
||||
}
|
||||
|
||||
&.sell {
|
||||
color: var(--orange);
|
||||
}
|
||||
|
@ -17,18 +17,15 @@ import {
|
||||
MatAutocompleteSelectedEvent
|
||||
} from '@angular/material/autocomplete';
|
||||
import { MatChipInputEvent } from '@angular/material/chips';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { MatSort } from '@angular/material/sort';
|
||||
import { MatTableDataSource } from '@angular/material/table';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { Router } from '@angular/router';
|
||||
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
|
||||
import { OrderWithAccount } from '@ghostfolio/common/types';
|
||||
import { endOfToday, format, isAfter } from 'date-fns';
|
||||
import { BehaviorSubject, Observable, Subject, Subscription } from 'rxjs';
|
||||
import { takeUntil } from 'rxjs/operators';
|
||||
|
||||
import { PositionDetailDialog } from '../position/position-detail-dialog/position-detail-dialog.component';
|
||||
|
||||
const SEARCH_PLACEHOLDER = 'Search for account, currency, symbol or type...';
|
||||
const SEARCH_STRING_SEPARATOR = ',';
|
||||
|
||||
@ -44,9 +41,12 @@ export class TransactionsTableComponent
|
||||
@Input() baseCurrency: string;
|
||||
@Input() deviceType: string;
|
||||
@Input() hasPermissionToCreateOrder: boolean;
|
||||
@Input() hasPermissionToFilter = true;
|
||||
@Input() hasPermissionToImportOrders: boolean;
|
||||
@Input() hasPermissionToOpenDetails = true;
|
||||
@Input() locale: string;
|
||||
@Input() showActions: boolean;
|
||||
@Input() showSymbolColumn = true;
|
||||
@Input() transactions: OrderWithAccount[];
|
||||
|
||||
@Output() export = new EventEmitter<void>();
|
||||
@ -77,21 +77,7 @@ export class TransactionsTableComponent
|
||||
private allFilters: string[];
|
||||
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) {
|
||||
this.searchControl.valueChanges
|
||||
.pipe(takeUntil(this.unsubscribeSubject))
|
||||
.subscribe((keyword) => {
|
||||
@ -150,6 +136,7 @@ export class TransactionsTableComponent
|
||||
'quantity',
|
||||
'unitPrice',
|
||||
'fee',
|
||||
'value',
|
||||
'account'
|
||||
];
|
||||
|
||||
@ -157,6 +144,12 @@ export class TransactionsTableComponent
|
||||
this.displayedColumns.push('actions');
|
||||
}
|
||||
|
||||
if (!this.showSymbolColumn) {
|
||||
this.displayedColumns = this.displayedColumns.filter((column) => {
|
||||
return column !== 'symbol';
|
||||
});
|
||||
}
|
||||
|
||||
this.isLoading = true;
|
||||
|
||||
if (this.transactions) {
|
||||
@ -210,27 +203,6 @@ export class TransactionsTableComponent
|
||||
this.transactionToClone.emit(aTransaction);
|
||||
}
|
||||
|
||||
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();
|
||||
|
@ -14,7 +14,6 @@ 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 { TransactionsTableComponent } from './transactions-table.component';
|
||||
|
||||
@ -24,7 +23,6 @@ import { TransactionsTableComponent } from './transactions-table.component';
|
||||
imports: [
|
||||
CommonModule,
|
||||
GfNoTransactionsInfoModule,
|
||||
GfPositionDetailDialogModule,
|
||||
GfSymbolIconModule,
|
||||
GfSymbolModule,
|
||||
GfValueModule,
|
||||
|
@ -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>
|
||||
|
@ -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 { UserService } from '@ghostfolio/client/services/user/user.service';
|
||||
@ -10,6 +9,7 @@ import {
|
||||
PortfolioPosition,
|
||||
User
|
||||
} from '@ghostfolio/common/interfaces';
|
||||
import { ToggleOption } from '@ghostfolio/common/types';
|
||||
import { AssetClass } from '@prisma/client';
|
||||
import { DeviceDetectorService } from 'ngx-device-detector';
|
||||
import { Subject } from 'rxjs';
|
||||
|
@ -1,10 +1,10 @@
|
||||
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 { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
|
||||
import { ToggleOption } from '@ghostfolio/common/types';
|
||||
import { DeviceDetectorService } from 'ngx-device-detector';
|
||||
import { Subject } from 'rxjs';
|
||||
import { takeUntil } from 'rxjs/operators';
|
||||
|
@ -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';
|
||||
@ -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']
|
||||
});
|
||||
}
|
||||
});
|
||||
}
|
||||
@ -250,6 +255,27 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
public openPositionDialog({ symbol }: { symbol: string }): void {
|
||||
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 });
|
||||
});
|
||||
}
|
||||
|
||||
public openUpdateTransactionDialog({
|
||||
accountId,
|
||||
currency,
|
||||
|
@ -212,8 +212,17 @@ export class DataService {
|
||||
}
|
||||
|
||||
public fetchPositionDetail(aSymbol: string) {
|
||||
return this.http.get<PortfolioPositionDetail>(
|
||||
`/api/portfolio/position/${aSymbol}`
|
||||
return this.http.get<any>(`/api/portfolio/position/${aSymbol}`).pipe(
|
||||
map((data) => {
|
||||
if (data.orders) {
|
||||
for (const order of data.orders) {
|
||||
order.createdAt = parseISO(order.createdAt);
|
||||
order.date = parseISO(order.date);
|
||||
}
|
||||
}
|
||||
|
||||
return data;
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
|
@ -214,10 +214,15 @@ export class ImportTransactionsService {
|
||||
|
||||
for (const key of ImportTransactionsService.TYPE_KEYS) {
|
||||
if (item[key]) {
|
||||
if (item[key].toLowerCase() === 'buy') {
|
||||
return Type.BUY;
|
||||
} else if (item[key].toLowerCase() === 'sell') {
|
||||
return Type.SELL;
|
||||
switch (item[key].toLowerCase()) {
|
||||
case 'buy':
|
||||
return Type.BUY;
|
||||
case 'dividend':
|
||||
return Type.DIVIDEND;
|
||||
case 'sell':
|
||||
return Type.SELL;
|
||||
default:
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
@ -1,5 +1,15 @@
|
||||
import { ToggleOption } from './types';
|
||||
|
||||
export const baseCurrency = 'USD';
|
||||
|
||||
export const defaultDateRangeOptions: ToggleOption[] = [
|
||||
{ label: 'Today', value: '1d' },
|
||||
{ label: 'YTD', value: 'ytd' },
|
||||
{ label: '1Y', value: '1y' },
|
||||
{ label: '5Y', value: '5y' },
|
||||
{ label: 'Max', value: 'max' }
|
||||
];
|
||||
|
||||
export const ghostfolioScraperApiSymbolPrefix = '_GF_';
|
||||
export const ghostfolioCashSymbol = `${ghostfolioScraperApiSymbolPrefix}CASH`;
|
||||
export const ghostfolioFearAndGreedIndexSymbol = `${ghostfolioScraperApiSymbolPrefix}FEAR_AND_GREED_INDEX`;
|
||||
@ -35,6 +45,7 @@ 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';
|
||||
|
||||
|
@ -3,6 +3,7 @@ import { PortfolioPerformance } from './portfolio-performance.interface';
|
||||
export interface PortfolioSummary extends PortfolioPerformance {
|
||||
annualizedPerformancePercent: number;
|
||||
cash: number;
|
||||
dividend: number;
|
||||
committedFunds: number;
|
||||
fees: number;
|
||||
firstOrderDate: Date;
|
||||
|
@ -1,8 +1,8 @@
|
||||
export interface Statistics {
|
||||
activeUsers1d: number;
|
||||
activeUsers7d: number;
|
||||
activeUsers30d: number;
|
||||
gitHubContributors: number;
|
||||
gitHubStargazers: number;
|
||||
newUsers30d: number;
|
||||
slackCommunityUsers: string;
|
||||
}
|
||||
|
@ -4,6 +4,7 @@ import type { DateRange } from './date-range.type';
|
||||
import type { Granularity } from './granularity.type';
|
||||
import type { OrderWithAccount } from './order-with-account.type';
|
||||
import type { RequestWithUser } from './request-with-user.type';
|
||||
import { ToggleOption } from './toggle-option.type';
|
||||
|
||||
export type {
|
||||
AccessWithGranteeUser,
|
||||
@ -11,5 +12,6 @@ export type {
|
||||
DateRange,
|
||||
Granularity,
|
||||
OrderWithAccount,
|
||||
RequestWithUser
|
||||
RequestWithUser,
|
||||
ToggleOption
|
||||
};
|
||||
|
@ -1,6 +1,6 @@
|
||||
{
|
||||
"name": "ghostfolio",
|
||||
"version": "1.96.0",
|
||||
"version": "1.98.0",
|
||||
"homepage": "https://ghostfol.io",
|
||||
"license": "AGPL-3.0",
|
||||
"scripts": {
|
||||
|
@ -0,0 +1,2 @@
|
||||
-- AlterEnum
|
||||
ALTER TYPE "Type" ADD VALUE 'DIVIDEND';
|
@ -206,5 +206,6 @@ enum Role {
|
||||
|
||||
enum Type {
|
||||
BUY
|
||||
DIVIDEND
|
||||
SELL
|
||||
}
|
||||
|
@ -1,2 +1,3 @@
|
||||
Date,Code,Currency,Price,Quantity,Action,Fee
|
||||
17/11/2021,MSFT,USD,0.62,5,dividend,0.00
|
||||
16/09/2021,MSFT,USD,298.580,5,buy,19.00
|
||||
|
|
Reference in New Issue
Block a user