Merge branch 'feature/add-accounts-import-export' of https://github.com/yksolanki9/ghostfolio into feature/add-accounts-import-export

CHANGELOG.md

@@ -5,6 +5,19 @@ 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).
 
+## Unreleased
+
+### Added
+
+- Added support to export accounts
+- Added suport to import accounts
+
+### Changed
+
+- Migrated the style of `ActivitiesPageModule` to `@angular/material` `15` (mdc)
+- Migrated the style of `GfCreateOrUpdateActivityDialogModule` to `@angular/material` `15` (mdc)
+- Migrated the style of `GfMarketDataDetailDialogModule` to `@angular/material` `15` (mdc)
+
 ## 1.231.0 - 2023-02-04
 
 ### Added

apps/api/src/app/export/export.service.ts

@@ -15,6 +15,9 @@ export class ExportService {
     userId: string;
   }): Promise<Export> {
     const accounts = await this.prismaService.account.findMany({
+      orderBy: {
+        name: 'asc'
+      },
       select: {
         accountType: true,
         balance: true,

apps/api/src/app/import/import.controller.ts

@@ -68,11 +68,11 @@ export class ImportController {
 
     try {
       const activities = await this.importService.import({
-        accountsDto: importData.accounts || [],
-        activitiesDto: importData.activities,
         isDryRun,
         maxActivitiesToImport,
         userCurrency,
+        accountsDto: importData.accounts ?? [],
+        activitiesDto: importData.activities,
         userId: this.request.user.id
       });
 

apps/api/src/app/import/import.service.ts

@@ -120,20 +120,22 @@ export class ImportService {
     const existingAccounts = await this.accountService.accounts({
       where: {
         id: {
-          in: accountsDto.map((account) => account.id)
+          in: accountsDto.map(({ id }) => {
+            return id;
+          })
         }
       }
     });
 
-    //Create new accounts during dryRun so that new account IDs don't get invalidated
+    // Create new accounts during dryRun so that new account IDs don't get invalidated
     if (isDryRun && accountsDto?.length) {
-      for (let account of accountsDto) {
-        //Check if there is any existing account with the same ID
+      for (const account of accountsDto) {
+        // Check if there is any existing account with the same ID
         const accountWithSameId = existingAccounts.find(
           (existingAccount) => existingAccount.id === account.id
         );
 
-        //If there is no account or if the account belongs to a different user then create a new account
+        // If there is no account or if the account belongs to a different user then create a new account
         if (!accountWithSameId || accountWithSameId.userId !== userId) {
           let oldAccountId: string;
           const platformId = account.platformId;
@@ -145,23 +147,23 @@ export class ImportService {
             delete account.id;
           }
 
-          const newAccountObj = {
+          const newAccountObject = {
             ...account,
             User: { connect: { id: userId } }
           };
 
           if (platformId) {
-            Object.assign(newAccountObj, {
+            Object.assign(newAccountObject, {
               Platform: { connect: { id: platformId } }
             });
           }
 
           const newAccount = await this.accountService.createAccount(
-            newAccountObj,
+            newAccountObject,
             userId
           );
 
-          //Store the new to old account ID mappings for updating activities
+          // Store the new to old account ID mappings for updating activities
           if (accountWithSameId && oldAccountId) {
             accountIdMapping[oldAccountId] = newAccount.id;
           }
@@ -178,7 +180,7 @@ export class ImportService {
         }
       }
 
-      //If a new account is created, then update the accountId in all activities
+      // If a new account is created, then update the accountId in all activities
       if (isDryRun) {
         if (Object.keys(accountIdMapping).includes(activity.accountId)) {
           activity.accountId = accountIdMapping[activity.accountId];

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.html

@@ -1,6 +1,6 @@
 <form class="d-flex flex-column h-100">
   <h1 i18n mat-dialog-title>Details for {{ data.symbol }}</h1>
-  <div class="flex-grow-1" mat-dialog-content>
+  <div class="flex-grow-1 pt-3" mat-dialog-content>
     <div class="mb-3">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Date</mat-label>
@@ -11,7 +11,7 @@
           [matDatepicker]="date"
           [(ngModel)]="data.date"
         />
-        <mat-datepicker-toggle matSuffix [for]="date">
+        <mat-datepicker-toggle class="mr-2" matSuffix [for]="date">
           <ion-icon
             class="text-muted"
             matDatepickerToggleIcon
@@ -21,7 +21,7 @@
         <mat-datepicker #date disabled="true"></mat-datepicker>
       </mat-form-field>
     </div>
-    <div>
+    <div class="align-items-start d-flex">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Market Price</mat-label>
         <input
@@ -30,16 +30,16 @@
           type="number"
           [(ngModel)]="data.marketPrice"
         />
-        <span class="ml-2" matSuffix>{{ data.currency }}</span>
+        <span class="ml-2" matTextSuffix>{{ data.currency }}</span>
+      </mat-form-field>
       <button
-          mat-icon-button
-          matSuffix
+        class="apply-current-market-price ml-2 no-min-width"
+        mat-button
         title="Fetch market price"
         (click)="onFetchSymbolForDate()"
       >
         <ion-icon class="text-muted" name="refresh-outline"></ion-icon>
       </button>
-      </mat-form-field>
     </div>
   </div>
   <div class="justify-content-end" mat-dialog-actions>

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.module.ts

@@ -2,10 +2,10 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatDatepickerModule } from '@angular/material/datepicker';
-import { MatLegacyButtonModule as MatButtonModule } from '@angular/material/legacy-button';
+import { MatButtonModule } from '@angular/material/button';
 import { MatLegacyDialogModule as MatDialogModule } from '@angular/material/legacy-dialog';
-import { MatLegacyFormFieldModule as MatFormFieldModule } from '@angular/material/legacy-form-field';
-import { MatLegacyInputModule as MatInputModule } from '@angular/material/legacy-input';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
 
 import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
 

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/market-data-detail-dialog.scss

@@ -4,19 +4,9 @@
   .mat-dialog-content {
     max-height: unset;
 
-    .mat-form-field-appearance-outline {
-      ::ng-deep {
-        .mat-form-field-suffix {
-          top: -0.3rem;
-        }
-
-        .mat-form-field-wrapper {
-          padding-bottom: 0;
-        }
-      }
-
-      ion-icon {
-        font-size: 130%;
+    .mat-mdc-button {
+      &.apply-current-market-price {
+        height: 56px;
       }
     }
   }

apps/client/src/app/pages/portfolio/activities/activities-page.html

@@ -33,7 +33,7 @@
       [queryParams]="{ createDialog: true }"
       [routerLink]="[]"
     >
-      <ion-icon name="add-outline" size="large"></ion-icon>
+      <ion-icon class="mt-2" name="add-outline" size="large"></ion-icon>
     </a>
   </div>
 </div>

apps/client/src/app/pages/portfolio/activities/activities-page.module.ts

@@ -1,7 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatLegacyButtonModule as MatButtonModule } from '@angular/material/legacy-button';
-import { MatLegacySnackBarModule as MatSnackBarModule } from '@angular/material/legacy-snack-bar';
+import { MatButtonModule } from '@angular/material/button';
+import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { RouterModule } from '@angular/router';
 import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
 import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -10,7 +10,7 @@ import {
 } from '@angular/core';
 import { FormBuilder, FormGroup, Validators } from '@angular/forms';
 import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
-import { MatLegacyAutocompleteSelectedEvent as MatAutocompleteSelectedEvent } from '@angular/material/legacy-autocomplete';
+import { MatAutocompleteSelectedEvent } from '@angular/material/autocomplete';
 import {
   MAT_LEGACY_DIALOG_DATA as MAT_DIALOG_DATA,
   MatLegacyDialogRef as MatDialogRef

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -6,7 +6,7 @@
 >
   <h1 *ngIf="data.activity.id" i18n mat-dialog-title>Update activity</h1>
   <h1 *ngIf="!data.activity.id" i18n mat-dialog-title>Add activity</h1>
-  <div class="flex-grow-1" mat-dialog-content>
+  <div class="flex-grow-1 pt-3" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
@@ -76,7 +76,7 @@
     <div class="d-none">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Currency</mat-label>
-        <mat-select class="no-arrow" formControlName="currency">
+        <mat-select formControlName="currency">
           <mat-option *ngFor="let currency of currencies" [value]="currency"
             >{{ currency }}</mat-option
           >
@@ -93,7 +93,7 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Date</mat-label>
         <input formControlName="date" matInput [matDatepicker]="date" />
-        <mat-datepicker-toggle matSuffix [for]="date">
+        <mat-datepicker-toggle class="mr-2" matSuffix [for]="date">
           <ion-icon
             class="text-muted"
             matDatepickerToggleIcon
@@ -109,7 +109,7 @@
         <input formControlName="quantity" matInput type="number" />
       </mat-form-field>
     </div>
-    <div>
+    <div class="align-items-start d-flex">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label
           ><ng-container [ngSwitch]="activityForm.controls['type']?.value">
@@ -121,20 +121,20 @@
           </ng-container>
         </mat-label>
         <input formControlName="unitPrice" matInput type="number" />
-        <span class="ml-2" matSuffix
+        <span class="ml-2" matTextSuffix
           >{{ activityForm.controls['currency'].value }}</span
         >
+      </mat-form-field>
       <button
         *ngIf="currentMarketPrice && (data.activity.type === 'BUY' || data.activity.type === 'SELL')"
-          mat-icon-button
-          matSuffix
+        class="apply-current-market-price ml-2 no-min-width"
+        mat-button
         title="Apply current market price"
         type="button"
         (click)="applyCurrentMarketPrice()"
       >
         <ion-icon class="text-muted" name="refresh-outline"></ion-icon>
       </button>
-      </mat-form-field>
     </div>
     <div>
       <mat-form-field appearance="outline" class="w-100">
@@ -142,7 +142,7 @@
         <input formControlName="feeInCustomCurrency" matInput type="number" />
         <div
           class="ml-2"
-          matSuffix
+          matTextSuffix
           [ngClass]="{ 'd-none': !activityForm.controls['currency']?.value }"
         >
           <mat-select formControlName="currencyOfFee">
@@ -157,7 +157,7 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Fee</mat-label>
         <input formControlName="fee" matInput type="number" />
-        <span class="ml-2" matSuffix
+        <span class="ml-2" matTextSuffix
           >{{ activityForm.controls['currency'].value }}</span
         >
       </mat-form-field>
@@ -207,8 +207,8 @@
     <div [ngClass]="{ 'd-none': tags?.length <= 0 }">
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Tags</mat-label>
-        <mat-chip-list #tagsChipList>
-          <mat-chip
+        <mat-chip-grid #tagsChipList>
+          <mat-chip-row
             *ngFor="let tag of activityForm.controls['tags']?.value"
             matChipRemove
             [removable]="true"
@@ -216,7 +216,7 @@
           >
             {{ tag.name }}
             <ion-icon class="ml-2" matPrefix name="close-outline"></ion-icon>
-          </mat-chip>
+          </mat-chip-row>
           <input
             #tagInput
             name="close-outline"
@@ -224,7 +224,7 @@
             [matChipInputFor]="tagsChipList"
             [matChipInputSeparatorKeyCodes]="separatorKeysCodes"
           />
-        </mat-chip-list>
+        </mat-chip-grid>
         <mat-autocomplete
           #autocompleteTags="matAutocomplete"
           (optionSelected)="onAddTag($event)"

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.module.ts

@@ -2,14 +2,14 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { FormsModule, ReactiveFormsModule } from '@angular/forms';
 import { MatDatepickerModule } from '@angular/material/datepicker';
-import { MatLegacyAutocompleteModule as MatAutocompleteModule } from '@angular/material/legacy-autocomplete';
-import { MatLegacyButtonModule as MatButtonModule } from '@angular/material/legacy-button';
-import { MatLegacyChipsModule as MatChipsModule } from '@angular/material/legacy-chips';
+import { MatAutocompleteModule } from '@angular/material/autocomplete';
+import { MatButtonModule } from '@angular/material/button';
+import { MatChipsModule } from '@angular/material/chips';
 import { MatLegacyDialogModule as MatDialogModule } from '@angular/material/legacy-dialog';
-import { MatLegacyFormFieldModule as MatFormFieldModule } from '@angular/material/legacy-form-field';
-import { MatLegacyInputModule as MatInputModule } from '@angular/material/legacy-input';
-import { MatLegacyProgressSpinnerModule as MatProgressSpinnerModule } from '@angular/material/legacy-progress-spinner';
-import { MatLegacySelectModule as MatSelectModule } from '@angular/material/legacy-select';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { MatSelectModule } from '@angular/material/select';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.scss

@@ -20,36 +20,15 @@
       }
     }
 
-    .mat-chip {
-      cursor: pointer;
-      min-height: 1.5rem !important;
-    }
-
-    .mat-form-field-appearance-outline {
-      ::ng-deep {
-        .mat-form-field-suffix {
-          top: -0.3rem;
-        }
-      }
-
-      ion-icon {
-        font-size: 130%;
-      }
-    }
-
-    .mat-select {
-      &.no-arrow {
-        ::ng-deep {
-          .mat-select-arrow {
-            opacity: 0;
-          }
-        }
+    .mat-datepicker-input {
+      &.mat-mdc-input-element:disabled {
+        color: var(--dark-primary-text);
       }
     }
 
-    .mat-datepicker-input {
-      &.mat-input-element:disabled {
-        color: var(--dark-primary-text);
+    .mat-mdc-button {
+      &.apply-current-market-price {
+        height: 56px;
       }
     }
   }
@@ -58,7 +37,7 @@
 :host-context(.is-dark-theme) {
   .mat-dialog-content {
     .mat-datepicker-input {
-      &.mat-input-element:disabled {
+      &.mat-mdc-input-element:disabled {
         color: var(--light-primary-text);
       }
     }

test/import/ok-without-accounts.json

@@ -0,0 +1,48 @@
+{
+  "meta": {
+    "date": "2022-04-01T00:00:00.000Z",
+    "version": "dev"
+  },
+  "activities": [
+    {
+      "fee": 0,
+      "quantity": 0,
+      "type": "BUY",
+      "unitPrice": 0,
+      "currency": "USD",
+      "dataSource": "YAHOO",
+      "date": "2050-06-05T22:00:00.000Z",
+      "symbol": "MSFT"
+    },
+    {
+      "fee": 0,
+      "quantity": 1,
+      "type": "ITEM",
+      "unitPrice": 500000,
+      "currency": "USD",
+      "dataSource": "MANUAL",
+      "date": "2021-12-31T22:00:00.000Z",
+      "symbol": "Penthouse Apartment"
+    },
+    {
+      "fee": 0,
+      "quantity": 5,
+      "type": "DIVIDEND",
+      "unitPrice": 0.62,
+      "currency": "USD",
+      "dataSource": "YAHOO",
+      "date": "2021-11-16T22:00:00.000Z",
+      "symbol": "MSFT"
+    },
+    {
+      "fee": 19,
+      "quantity": 5,
+      "type": "BUY",
+      "unitPrice": 298.58,
+      "currency": "USD",
+      "dataSource": "YAHOO",
+      "date": "2021-09-15T22:00:00.000Z",
+      "symbol": "MSFT"
+    }
+  ]
+}

test/import/ok.json

@@ -1,10 +1,23 @@
 {
   "meta": {
-    "date": "2022-04-01T00:00:00.000Z",
+    "date": "2023-02-05T00:00:00.000Z",
     "version": "dev"
   },
+  "accounts": [
+    {
+      "accountType": "SECURITIES",
+      "balance": 2000,
+      "currency": "USD",
+      "id": "b2d3fe1d-d6a8-41a3-be39-07ef5e9480f0",
+      "isExcluded": false,
+      "name": "My Online Trading Account",
+      "platformId": null
+    }
+  ],
   "activities": [
     {
+      "accountId": "b2d3fe1d-d6a8-41a3-be39-07ef5e9480f0",
+      "comment": null,
       "fee": 0,
       "quantity": 0,
       "type": "BUY",
@@ -15,6 +28,8 @@
       "symbol": "MSFT"
     },
     {
+      "accountId": null,
+      "comment": null,
       "fee": 0,
       "quantity": 1,
       "type": "ITEM",
@@ -25,6 +40,8 @@
       "symbol": "Penthouse Apartment"
     },
     {
+      "accountId": "b2d3fe1d-d6a8-41a3-be39-07ef5e9480f0",
+      "comment": null,
       "fee": 0,
       "quantity": 5,
       "type": "DIVIDEND",
@@ -35,6 +52,8 @@
       "symbol": "MSFT"
     },
     {
+      "accountId": "b2d3fe1d-d6a8-41a3-be39-07ef5e9480f0",
+      "comment": "My first order",
       "fee": 19,
       "quantity": 5,
       "type": "BUY",