Merge remote-tracking branch 'origin/main' into task/migrate-deprecated-webpack-executor

CHANGELOG.md

@@ -9,8 +9,35 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Set the change detection strategy to `OnPush` in the _FIRE_ page
+- Improved the language localization for German (`de`)
+
+## 3.21.0 - 2026-07-05
+
+### Added
+
+- Added support for tags in the account (experimental)
+- Exposed the `PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL` environment variable to control the removal of failed jobs in the portfolio snapshot computation queue
+
+### Changed
+
+- Set the change detection strategy to `OnPush` in the alert dialog component
+- Set the change detection strategy to `OnPush` in the confirmation dialog component
+- Set the change detection strategy to `OnPush` in the prompt dialog component
+- Set the change detection strategy to `OnPush` in the overview of the admin control panel
+- Set the change detection strategy to `OnPush` in the portfolio page
+- Deprecated the `isExcluded` attribute of the account in favor of the _Exclude from Analysis_ tag
+- Improved the language localization in the users table of the admin control panel
+- Improved the language localization for German (`de`)
+- Upgraded `envalid` from version `8.1.1` to `8.2.0`
 - Upgraded `stripe` from version `21.0.1` to `22.2.3`
 
+### Fixed
+
+- Fixed an issue with the custom tags of the user in the import functionality
+- Fixed the creation of the _Stripe_ checkout session for languages not supported by _Stripe_ (`ca` and `uk`)
+- Fixed the error handling in the endpoint to create a _Stripe_ checkout session
+
 ## 3.20.0 - 2026-07-04
 
 ### Changed

README.md

@@ -378,10 +378,6 @@ If you like to support this project, get [**Ghostfolio Premium**](https://ghostf
   </a>
 </div>
 
-## Analytics
-
-![Alt](https://repobeats.axiom.co/api/embed/281a80b2d0c4af1162866c24c803f1f18e5ed60e.svg 'Repobeats analytics image')
-
 ## License
 
 © 2021 - 2026 [Ghostfolio](https://ghostfol.io)

apps/api/src/app/account-balance/account-balance.service.ts

@@ -1,4 +1,5 @@
 import { PortfolioChangedEvent } from '@ghostfolio/api/events/portfolio-changed.event';
+import { WHERE_ACCOUNT_NOT_EXCLUDED } from '@ghostfolio/api/helper/account.helper';
 import { LogPerformance } from '@ghostfolio/api/interceptors/performance-logging/performance-logging.interceptor';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
@@ -154,7 +155,7 @@ export class AccountBalanceService {
     }
 
     if (withExcludedAccounts === false) {
-      where.account = { isExcluded: false };
+      where.account = WHERE_ACCOUNT_NOT_EXCLUDED;
     }
 
     const balances = await this.prismaService.accountBalance.findMany({

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

@@ -156,27 +156,31 @@ export class AccountController {
   public async createAccount(
     @Body() data: CreateAccountDto
   ): Promise<AccountModel> {
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
+    const { tags: tagIds, ...accountData } = data;
+
+    if (accountData.platformId) {
+      const platformId = accountData.platformId;
+      delete accountData.platformId;
 
       return this.accountService.createAccount(
         {
-          ...data,
+          ...accountData,
           platform: { connect: { id: platformId } },
           user: { connect: { id: this.request.user.id } }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     } else {
-      delete data.platformId;
+      delete accountData.platformId;
 
       return this.accountService.createAccount(
         {
-          ...data,
+          ...accountData,
           user: { connect: { id: this.request.user.id } }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     }
   }
@@ -253,14 +257,16 @@ export class AccountController {
       );
     }
 
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
+    const { tags: tagIds, ...accountData } = data;
+
+    if (accountData.platformId) {
+      const platformId = accountData.platformId;
+      delete accountData.platformId;
 
       return this.accountService.updateAccount(
         {
           data: {
-            ...data,
+            ...accountData,
             platform: { connect: { id: platformId } },
             user: { connect: { id: this.request.user.id } }
           },
@@ -271,16 +277,17 @@ export class AccountController {
             }
           }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     } else {
       // platformId is null, remove it
-      delete data.platformId;
+      delete accountData.platformId;
 
       return this.accountService.updateAccount(
         {
           data: {
-            ...data,
+            ...accountData,
             platform: originalAccount.platformId
               ? { disconnect: true }
               : undefined,
@@ -293,7 +300,8 @@ export class AccountController {
             }
           }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     }
   }

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

@@ -1,11 +1,12 @@
 import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { PortfolioChangedEvent } from '@ghostfolio/api/events/portfolio-changed.event';
+import { WHERE_ACCOUNT_NOT_EXCLUDED } from '@ghostfolio/api/helper/account.helper';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 
-import { Injectable } from '@nestjs/common';
+import { HttpException, Injectable } from '@nestjs/common';
 import { EventEmitter2 } from '@nestjs/event-emitter';
 import {
   Account,
@@ -13,10 +14,12 @@ import {
   Order,
   Platform,
   Prisma,
-  SymbolProfile
+  SymbolProfile,
+  Tag
 } from '@prisma/client';
 import { Big } from 'big.js';
 import { format } from 'date-fns';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { groupBy } from 'lodash';
 
 import { CashDetails } from './interfaces/cash-details.interface';
@@ -66,17 +69,27 @@ export class AccountService {
       activities?: (Order & { SymbolProfile?: SymbolProfile })[];
       balances?: AccountBalance[];
       platform?: Platform;
+      tags?: Tag[];
     })[]
   > {
     const { include = {}, skip, take, cursor, where, orderBy } = params;
 
     const isBalancesIncluded = !!include.balances;
+    const isTagsIncluded = !!include.tags;
 
     include.balances = {
       orderBy: { date: 'desc' },
       ...(isBalancesIncluded ? {} : { take: 1 })
     };
 
+    if (isTagsIncluded) {
+      include.tags = {
+        include: {
+          tag: true
+        }
+      };
+    }
+
     const accounts = await this.prismaService.account.findMany({
       cursor,
       include,
@@ -87,22 +100,48 @@ export class AccountService {
     });
 
     return accounts.map((account) => {
-      account = { ...account, balance: account.balances[0]?.value ?? 0 };
+      const result = {
+        ...account,
+        balance: account.balances[0]?.value ?? 0,
+        tags: isTagsIncluded
+          ? (account.tags as unknown as { tag: Tag }[]).map(({ tag }) => {
+              return tag;
+            })
+          : undefined
+      };
 
       if (!isBalancesIncluded) {
-        delete account.balances;
+        delete result.balances;
+      }
+
+      if (!isTagsIncluded) {
+        delete result.tags;
       }
 
-      return account;
+      return result;
     });
   }
 
   public async createAccount(
     data: Prisma.AccountCreateInput,
-    aUserId: string
+    aUserId: string,
+    tagIds?: string[]
   ): Promise<Account> {
+    await this.validateTagIds(tagIds, aUserId);
+
     const account = await this.prismaService.account.create({
-      data
+      data: {
+        ...data,
+        tags: tagIds
+          ? {
+              create: tagIds.map((tagId) => {
+                return {
+                  tag: { connect: { id: tagId } }
+                };
+              })
+            }
+          : undefined
+      }
     });
 
     await this.accountBalanceService.createOrUpdateAccountBalance({
@@ -143,7 +182,8 @@ export class AccountService {
     const accounts = await this.accounts({
       include: {
         activities: true,
-        platform: true
+        platform: true,
+        tags: true
       },
       orderBy: { name: 'asc' },
       where: { userId: aUserId }
@@ -184,7 +224,7 @@ export class AccountService {
     };
 
     if (withExcludedAccounts === false) {
-      where.isExcluded = false;
+      where.AND = [WHERE_ACCOUNT_NOT_EXCLUDED];
     }
 
     const { ACCOUNT: filtersByAccount = [] } = groupBy(filters, ({ type }) => {
@@ -222,22 +262,37 @@ export class AccountService {
       where: Prisma.AccountWhereUniqueInput;
       data: Prisma.AccountUpdateInput;
     },
-    aUserId: string
+    aUserId: string,
+    tagIds?: string[]
   ): Promise<Account> {
     const { data, where } = params;
 
+    await this.validateTagIds(tagIds, aUserId);
+
+    const account = await this.prismaService.account.update({
+      data: {
+        ...data,
+        tags: tagIds
+          ? {
+              create: tagIds.map((tagId) => {
+                return {
+                  tag: { connect: { id: tagId } }
+                };
+              }),
+              deleteMany: {}
+            }
+          : undefined
+      },
+      where
+    });
+
     await this.accountBalanceService.createOrUpdateAccountBalance({
-      accountId: data.id as string,
+      accountId: account.id,
       balance: data.balance as number,
       date: format(new Date(), DATE_FORMAT),
       userId: aUserId
     });
 
-    const account = await this.prismaService.account.update({
-      data,
-      where
-    });
-
     this.eventEmitter.emit(
       PortfolioChangedEvent.getName(),
       new PortfolioChangedEvent({
@@ -285,4 +340,26 @@ export class AccountService {
       });
     }
   }
+
+  private async validateTagIds(tagIds: string[], userId: string) {
+    if (!tagIds?.length) {
+      return;
+    }
+
+    const uniqueTagIds = Array.from(new Set(tagIds));
+
+    const tagsCount = await this.prismaService.tag.count({
+      where: {
+        id: { in: uniqueTagIds },
+        OR: [{ userId }, { userId: null }]
+      }
+    });
+
+    if (tagsCount !== uniqueTagIds.length) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+  }
 }

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

@@ -3,6 +3,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
 import { AssetProfileChangedEvent } from '@ghostfolio/api/events/asset-profile-changed.event';
 import { PortfolioChangedEvent } from '@ghostfolio/api/events/portfolio-changed.event';
+import { WHERE_ACCOUNT_NOT_EXCLUDED } from '@ghostfolio/api/helper/account.helper';
 import { LogPerformance } from '@ghostfolio/api/interceptors/performance-logging/performance-logging.interceptor';
 import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
@@ -568,18 +569,15 @@ export class ActivitiesService {
       { date: 'asc' }
     ];
 
-    const where: Prisma.OrderWhereInput = { userId };
+    const andConditions: Prisma.OrderWhereInput[] = [];
+    const where: Prisma.OrderWhereInput = { userId, AND: andConditions };
 
-    if (endDate || startDate) {
-      where.AND = [];
-
-      if (endDate) {
-        where.AND.push({ date: { lte: endDate } });
-      }
+    if (endDate) {
+      andConditions.push({ date: { lte: endDate } });
+    }
 
-      if (startDate) {
-        where.AND.push({ date: { gt: startDate } });
-      }
+    if (startDate) {
+      andConditions.push({ date: { gt: startDate } });
     }
 
     const {
@@ -682,13 +680,30 @@ export class ActivitiesService {
     }
 
     if (filtersByTag.length > 0) {
-      where.tags = {
-        some: {
-          OR: filtersByTag.map(({ id }) => {
-            return { id };
-          })
-        }
-      };
+      andConditions.push({
+        OR: [
+          {
+            tags: {
+              some: {
+                OR: filtersByTag.map(({ id }) => {
+                  return { id };
+                })
+              }
+            }
+          },
+          {
+            account: {
+              tags: {
+                some: {
+                  OR: filtersByTag.map(({ id }) => {
+                    return { tagId: id };
+                  })
+                }
+              }
+            }
+          }
+        ]
+      });
     }
 
     if (sortColumn) {
@@ -700,13 +715,9 @@ export class ActivitiesService {
     }
 
     if (withExcludedAccountsAndActivities === false) {
-      where.OR = [
-        { account: null },
-        { account: { NOT: { isExcluded: true } } }
-      ];
+      where.OR = [{ account: null }, { account: WHERE_ACCOUNT_NOT_EXCLUDED }];
 
       where.tags = {
-        ...where.tags,
         none: {
           id: TAG_ID_EXCLUDE_FROM_ANALYSIS
         }
@@ -721,7 +732,12 @@ export class ActivitiesService {
         include: {
           account: {
             include: {
-              platform: true
+              platform: true,
+              tags: {
+                include: {
+                  tag: true
+                }
+              }
             }
           },
           // eslint-disable-next-line @typescript-eslint/naming-convention
@@ -733,6 +749,16 @@ export class ActivitiesService {
       this.prismaService.order.count({ where })
     ]);
 
+    for (const order of orders) {
+      if (order.account) {
+        order.account.tags = (
+          order.account.tags as unknown as { tag: Tag }[]
+        ).map(({ tag }) => {
+          return tag;
+        });
+      }
+    }
+
     const assetProfileIdentifiers = uniqBy(
       orders.map(({ SymbolProfile }) => {
         return {

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

@@ -21,6 +21,7 @@ import {
   AdminUsersResponse,
   AssetProfileIdentifier
 } from '@ghostfolio/common/interfaces';
+import { PropertyKey } from '@ghostfolio/common/types';
 
 import {
   BadRequestException,
@@ -347,9 +348,14 @@ export class AdminService {
     let response: Property;
 
     if (value) {
-      response = await this.propertyService.put({ key, value });
+      response = await this.propertyService.put({
+        value,
+        key: key as PropertyKey
+      });
     } else {
-      response = await this.propertyService.delete({ key });
+      response = await this.propertyService.delete({
+        key: key as PropertyKey
+      });
     }
 
     if (key === PROPERTY_IS_READ_ONLY_MODE && value === 'true') {

apps/api/src/app/app.module.ts

@@ -147,7 +147,9 @@ import { UserModule } from './user/user.module';
                 .split(',')[0]
                 .split('-')[0];
 
-              if (SUPPORTED_LANGUAGE_CODES.includes(code)) {
+              if (
+                (SUPPORTED_LANGUAGE_CODES as readonly string[]).includes(code)
+              ) {
                 languageCode = code;
               }
             } catch {}

apps/api/src/app/endpoints/tags/tags.controller.ts

@@ -83,7 +83,7 @@ export class TagsController {
   @HasPermission(permissions.readTags)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getTags() {
-    return this.tagService.getTagsWithActivityCount();
+    return this.tagService.getTagsWithAccountAndActivityCount();
   }
 
   @HasPermission(permissions.updateTag)

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

@@ -72,7 +72,8 @@ export class ExportService {
         where,
         include: {
           balances: true,
-          platform: true
+          platform: true,
+          tags: true
         },
         orderBy: {
           name: 'asc'
@@ -96,7 +97,8 @@ export class ExportService {
           isExcluded,
           name,
           platform,
-          platformId
+          platformId,
+          tags
         }) => {
           if (platformId) {
             platformsMap[platformId] = platform;
@@ -112,7 +114,10 @@ export class ExportService {
             id,
             isExcluded,
             name,
-            platformId
+            platformId,
+            tags: tags.map(({ id: tagId }) => {
+              return tagId;
+            })
           };
         }
       );
@@ -151,11 +156,14 @@ export class ExportService {
       .filter(({ id, isUsed }) => {
         return (
           isUsed &&
-          activities.some((activity) => {
-            return activity.tags.some(({ id: tagId }) => {
-              return tagId === id;
-            });
-          })
+          (accounts.some(({ tags: tagIds }) => {
+            return tagIds.includes(id);
+          }) ||
+            activities.some((activity) => {
+              return activity.tags.some(({ id: tagId }) => {
+                return tagId === id;
+              });
+            }))
         );
       })
       .map(({ id, name }) => {

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

@@ -10,11 +10,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathe
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
-import {
-  CreateAssetProfileDto,
-  CreateAccountDto,
-  CreateOrderDto
-} from '@ghostfolio/common/dtos';
+import { CreateAssetProfileDto, CreateOrderDto } from '@ghostfolio/common/dtos';
 import {
   getAssetProfileIdentifier,
   parseDate
@@ -194,6 +190,60 @@ export class ImportService {
     const tagIdMapping: { [oldTagId: string]: string } = {};
     const userCurrency = user.settings.settings.baseCurrency;
 
+    const existingTagsOfUser =
+      tagsDto?.length || (!isDryRun && accountsWithBalancesDto?.length)
+        ? await this.tagService.getTagsForUser(user.id)
+        : [];
+
+    if (tagsDto?.length) {
+      const canCreateOwnTag = hasPermission(
+        user.permissions,
+        permissions.createOwnTag
+      );
+
+      for (const tag of tagsDto) {
+        const existingTagOfUser = existingTagsOfUser.find(({ id }) => {
+          return id === tag.id;
+        });
+
+        if (!existingTagOfUser) {
+          if (!canCreateOwnTag) {
+            throw new Error(
+              `Insufficient permissions to create custom tag ("${tag.name}")`
+            );
+          }
+
+          if (!isDryRun) {
+            const existingTag = await this.tagService.getTag({ id: tag.id });
+            let oldTagId: string;
+
+            if (existingTag) {
+              oldTagId = tag.id;
+              delete tag.id;
+            }
+
+            const tagObject: Prisma.TagCreateInput = {
+              ...tag,
+              user: { connect: { id: user.id } }
+            };
+
+            const newTag = await this.tagService.createTag(tagObject);
+
+            if (existingTag && oldTagId) {
+              tagIdMapping[oldTagId] = newTag.id;
+            }
+
+            existingTagsOfUser.push({
+              id: newTag.id,
+              isUsed: false,
+              name: newTag.name,
+              userId: newTag.userId
+            });
+          }
+        }
+      }
+    }
+
     if (!isDryRun && accountsWithBalancesDto?.length) {
       const [existingAccounts, existingPlatforms] = await Promise.all([
         this.accountService.accounts({
@@ -208,6 +258,12 @@ export class ImportService {
         this.platformService.getPlatforms()
       ]);
 
+      const existingTagIds = new Set(
+        existingTagsOfUser.map(({ id }) => {
+          return id;
+        })
+      );
+
       for (const accountWithBalances of accountsWithBalancesDto) {
         // Check if there is any existing account with the same ID
         const accountWithSameId = existingAccounts.find((existingAccount) => {
@@ -216,10 +272,7 @@ export class ImportService {
 
         // If there is no account or if the account belongs to a different user then create a new account
         if (!accountWithSameId || accountWithSameId.userId !== user.id) {
-          const account: CreateAccountDto = omit(
-            accountWithBalances,
-            'balances'
-          );
+          const account = omit(accountWithBalances, ['balances', 'tags']);
 
           let oldAccountId: string;
           const platformId = account.platformId;
@@ -231,6 +284,14 @@ export class ImportService {
             delete account.id;
           }
 
+          const tagIds = (accountWithBalances.tags ?? [])
+            .map((tagId) => {
+              return tagIdMapping[tagId] ?? tagId;
+            })
+            .filter((tagId) => {
+              return existingTagIds.has(tagId);
+            });
+
           let accountObject: Prisma.AccountCreateInput = {
             ...account,
             balances: {
@@ -252,7 +313,8 @@ export class ImportService {
 
           const newAccount = await this.accountService.createAccount(
             accountObject,
-            user.id
+            user.id,
+            tagIds
           );
 
           // Store the new to old account ID mappings for updating activities
@@ -320,50 +382,6 @@ export class ImportService {
       }
     }
 
-    if (tagsDto?.length) {
-      const existingTagsOfUser = await this.tagService.getTagsForUser(user.id);
-
-      const canCreateOwnTag = hasPermission(
-        user.permissions,
-        permissions.createOwnTag
-      );
-
-      for (const tag of tagsDto) {
-        const existingTagOfUser = existingTagsOfUser.find(({ id }) => {
-          return id === tag.id;
-        });
-
-        if (!existingTagOfUser || existingTagOfUser.userId !== null) {
-          if (!canCreateOwnTag) {
-            throw new Error(
-              `Insufficient permissions to create custom tag ("${tag.name}")`
-            );
-          }
-
-          if (!isDryRun) {
-            const existingTag = await this.tagService.getTag({ id: tag.id });
-            let oldTagId: string;
-
-            if (existingTag) {
-              oldTagId = tag.id;
-              delete tag.id;
-            }
-
-            const tagObject: Prisma.TagCreateInput = {
-              ...tag,
-              user: { connect: { id: user.id } }
-            };
-
-            const newTag = await this.tagService.createTag(tagObject);
-
-            if (existingTag && oldTagId) {
-              tagIdMapping[oldTagId] = newTag.id;
-            }
-          }
-        }
-      }
-    }
-
     for (const activity of activitiesDto) {
       if (!activity.dataSource) {
         if (['FEE', 'INTEREST', 'LIABILITY'].includes(activity.type)) {

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-buy.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell-in-two-activities.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy-and-sell.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-baln-buy.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur-in-base-currency-eur.spec.ts

@@ -87,7 +87,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btceur.spec.ts

@@ -75,7 +75,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-buy-and-sell-partially.spec.ts

@@ -77,7 +77,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd-short.spec.ts

@@ -75,7 +75,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-btcusd.spec.ts

@@ -75,7 +75,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-cash.spec.ts

@@ -125,7 +125,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     portfolioCalculatorFactory = new PortfolioCalculatorFactory(
       configurationService,
@@ -148,15 +148,15 @@ describe('PortfolioCalculator', () => {
           balances: [
             {
               accountId,
-              id: randomUUID(),
               date: parseDate('2023-12-31'),
+              id: randomUUID(),
               value: 1000,
               valueInBaseCurrency: 850
             },
             {
               accountId,
-              id: randomUUID(),
               date: parseDate('2024-12-31'),
+              id: randomUUID(),
               value: 2000,
               valueInBaseCurrency: 1800
             }

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-fee.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-googl-buy.spec.ts

@@ -77,7 +77,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-jnug-buy-and-sell-and-buy-and-sell.spec.ts

@@ -78,7 +78,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-liability.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-msft-buy-and-sell.spec.ts

@@ -60,7 +60,7 @@ describe('PortfolioCalculator', () => {
       null,
       null
     );
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
     redisCacheService = new RedisCacheService(null, null);
     portfolioCalculatorFactory = new PortfolioCalculatorFactory(
       configurationService,

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-msft-buy-with-dividend.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-no-orders.spec.ts

@@ -60,7 +60,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell-partially.spec.ts

@@ -78,7 +78,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -78,7 +78,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-valuable.spec.ts

@@ -65,7 +65,7 @@ describe('PortfolioCalculator', () => {
       null
     );
 
-    portfolioSnapshotService = new PortfolioSnapshotService(null);
+    portfolioSnapshotService = new PortfolioSnapshotService(null, null);
 
     redisCacheService = new RedisCacheService(null, null);
 

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

@@ -41,6 +41,7 @@ import {
   DATE_FORMAT,
   getAssetProfileIdentifier,
   getSum,
+  isAccountExcluded,
   parseDate
 } from '@ghostfolio/common/helper';
 import {
@@ -169,7 +170,8 @@ export class PortfolioService {
         where,
         include: {
           activities: { include: { SymbolProfile: true } },
-          platform: true
+          platform: true,
+          tags: true
         },
         orderBy: { name: 'asc' }
       }),
@@ -1879,7 +1881,7 @@ export class PortfolioService {
 
     for (const activity of activities) {
       if (
-        activity.account?.isExcluded ||
+        (activity.account && isAccountExcluded(activity.account)) ||
         activity.tags?.some(({ id }) => {
           return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
         })
@@ -2123,13 +2125,14 @@ export class PortfolioService {
     let currentAccounts: (Account & {
       Order?: Order[];
       platform?: Platform;
+      tags?: Tag[];
     })[] = [];
 
     if (filters.length === 0) {
       currentAccounts = await this.accountService.getAccounts(userId);
     } else if (filters.length === 1 && filters[0].type === 'ACCOUNT') {
       currentAccounts = await this.accountService.accounts({
-        include: { platform: true },
+        include: { platform: true, tags: true },
         where: { id: filters[0].id }
       });
     } else {
@@ -2146,13 +2149,13 @@ export class PortfolioService {
       );
 
       currentAccounts = await this.accountService.accounts({
-        include: { platform: true },
+        include: { platform: true, tags: true },
         where: { id: { in: accountIds } }
       });
     }
 
     currentAccounts = currentAccounts.filter((account) => {
-      return withExcludedAccounts || account.isExcluded === false;
+      return withExcludedAccounts || !isAccountExcluded(account);
     });
 
     // Iterate over the accounts plus a null entry to group activities without

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

@@ -116,11 +116,11 @@ export class SubscriptionController {
 
   @Post('stripe/checkout-session')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
-  public createStripeCheckoutSession(
+  public async createStripeCheckoutSession(
     @Body() { couponId, priceId }: { couponId?: string; priceId: string }
   ): Promise<CreateStripeCheckoutSessionResponse> {
     try {
-      return this.subscriptionService.createStripeCheckoutSession({
+      return await this.subscriptionService.createStripeCheckoutSession({
         couponId,
         priceId,
         user: this.request.user

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

@@ -3,7 +3,8 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
   DEFAULT_LANGUAGE_CODE,
-  PROPERTY_STRIPE_CONFIG
+  PROPERTY_STRIPE_CONFIG,
+  SUPPORTED_LANGUAGE_CODES
 } from '@ghostfolio/common/config';
 import { SubscriptionType } from '@ghostfolio/common/enums';
 import { parseDate } from '@ghostfolio/common/helper';
@@ -75,10 +76,7 @@ export class SubscriptionService {
             quantity: 1
           }
         ],
-        locale:
-          (user.settings?.settings
-            ?.language as Stripe.Checkout.SessionCreateParams.Locale) ??
-          DEFAULT_LANGUAGE_CODE,
+        locale: this.getStripeLocale(user.settings?.settings?.language),
         metadata: subscriptionOffer
           ? { subscriptionOffer: JSON.stringify(subscriptionOffer) }
           : {},
@@ -246,4 +244,28 @@ export class SubscriptionService {
       isRenewal: key.startsWith('renewal')
     };
   }
+
+  private getStripeLocale(
+    languageCode: string
+  ): Stripe.Checkout.SessionCreateParams.Locale {
+    const unsupportedLanguageCodes: Record<
+      Exclude<
+        (typeof SUPPORTED_LANGUAGE_CODES)[number],
+        Stripe.Checkout.SessionCreateParams.Locale
+      >,
+      true
+    > = {
+      ca: true,
+      uk: true
+    };
+
+    if (
+      (SUPPORTED_LANGUAGE_CODES as readonly string[]).includes(languageCode) &&
+      !(languageCode in unsupportedLanguageCodes)
+    ) {
+      return languageCode as Stripe.Checkout.SessionCreateParams.Locale;
+    }
+
+    return DEFAULT_LANGUAGE_CODE;
+  }
 }

apps/api/src/helper/account.helper.ts

@@ -0,0 +1,12 @@
+import { TAG_ID_EXCLUDE_FROM_ANALYSIS } from '@ghostfolio/common/config';
+
+import { Prisma } from '@prisma/client';
+
+export const WHERE_ACCOUNT_NOT_EXCLUDED: Prisma.AccountWhereInput = {
+  isExcluded: false,
+  tags: {
+    none: {
+      tagId: TAG_ID_EXCLUDE_FROM_ANALYSIS
+    }
+  }
+};

apps/api/src/middlewares/html-template.middleware.ts

@@ -117,7 +117,9 @@ export class HtmlTemplateMiddleware implements NestMiddleware {
     const path = request.originalUrl.replace(/\/$/, '');
     let languageCode = path.substr(1, 2);
 
-    if (!SUPPORTED_LANGUAGE_CODES.includes(languageCode)) {
+    if (
+      !(SUPPORTED_LANGUAGE_CODES as readonly string[]).includes(languageCode)
+    ) {
       languageCode = DEFAULT_LANGUAGE_CODE;
     }
 

apps/api/src/services/configuration/configuration.service.ts

@@ -96,6 +96,9 @@ export class ConfigurationService {
       PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY: num({
         default: DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
       }),
+      PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL: bool({
+        default: true
+      }),
       PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT: num({
         default: DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT
       }),

apps/api/src/services/interfaces/environment.interface.ts

@@ -47,6 +47,7 @@ export interface Environment extends CleanedEnvAccessors {
   PROCESSOR_GATHER_HISTORICAL_MARKET_DATA_CONCURRENCY: number;
   PROCESSOR_GATHER_STATISTICS_CONCURRENCY: number;
   PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY: number;
+  PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL: boolean;
   PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT: number;
   REDIS_DB: number;
   REDIS_HOST: string;

apps/api/src/services/property/property.service.ts

@@ -3,6 +3,7 @@ import {
   PROPERTY_CURRENCIES,
   PROPERTY_IS_USER_SIGNUP_ENABLED
 } from '@ghostfolio/common/config';
+import { PropertyKey } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
 
@@ -12,7 +13,7 @@ import { PropertyValue } from './interfaces/interfaces';
 export class PropertyService {
   public constructor(private readonly prismaService: PrismaService) {}
 
-  public async delete({ key }: { key: string }) {
+  public async delete({ key }: { key: PropertyKey }) {
     return this.prismaService.property.delete({
       where: { key }
     });
@@ -40,7 +41,7 @@ export class PropertyService {
     return response;
   }
 
-  public async getByKey<TValue extends PropertyValue>(aKey: string) {
+  public async getByKey<TValue extends PropertyValue>(aKey: PropertyKey) {
     const properties = await this.get();
     return properties[aKey] as TValue;
   }
@@ -51,7 +52,7 @@ export class PropertyService {
     );
   }
 
-  public async put({ key, value }: { key: string; value: string }) {
+  public async put({ key, value }: { key: PropertyKey; value: string }) {
     return this.prismaService.property.upsert({
       create: { key, value },
       update: { value },

apps/api/src/services/queues/portfolio-snapshot/portfolio-snapshot.service.ts

@@ -1,3 +1,4 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE } from '@ghostfolio/common/config';
 
 import { InjectQueue } from '@nestjs/bull';
@@ -9,6 +10,7 @@ import { PortfolioSnapshotQueueJob } from './interfaces/portfolio-snapshot-queue
 @Injectable()
 export class PortfolioSnapshotService {
   public constructor(
+    private readonly configurationService: ConfigurationService,
     @InjectQueue(PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE)
     private readonly portfolioSnapshotQueue: Queue
   ) {}
@@ -22,7 +24,12 @@ export class PortfolioSnapshotService {
     name: string;
     opts?: JobOptions;
   }) {
-    return this.portfolioSnapshotQueue.add(name, data, opts);
+    return this.portfolioSnapshotQueue.add(name, data, {
+      ...opts,
+      removeOnFail: this.configurationService.get(
+        'PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL'
+      )
+    });
   }
 
   public async getJob(jobId: string) {

apps/api/src/services/tag/tag.service.ts

@@ -52,6 +52,11 @@ export class TagService {
       include: {
         _count: {
           select: {
+            accounts: {
+              where: {
+                userId
+              }
+            },
             activities: {
               where: {
                 userId
@@ -80,27 +85,28 @@ export class TagService {
         id,
         name,
         userId,
-        isUsed: _count.activities > 0
+        isUsed: _count.accounts > 0 || _count.activities > 0
       }))
       .sort((a, b) => {
         return a.name.toLowerCase().localeCompare(b.name.toLowerCase());
       });
   }
 
-  public async getTagsWithActivityCount() {
-    const tagsWithOrderCount = await this.prismaService.tag.findMany({
+  public async getTagsWithAccountAndActivityCount() {
+    const tagsWithAccountAndOrderCount = await this.prismaService.tag.findMany({
       include: {
         _count: {
-          select: { activities: true }
+          select: { accounts: true, activities: true }
         }
       }
     });
 
-    return tagsWithOrderCount.map(({ _count, id, name, userId }) => {
+    return tagsWithAccountAndOrderCount.map(({ _count, id, name, userId }) => {
       return {
         id,
         name,
         userId,
+        accountCount: _count.accounts,
         activityCount: _count.activities
       };
     });

apps/client/src/app/components/admin-overview/admin-overview.component.ts

@@ -27,6 +27,7 @@ import { GfValueComponent } from '@ghostfolio/ui/value';
 import { Clipboard, ClipboardModule } from '@angular/cdk/clipboard';
 import { CommonModule } from '@angular/common';
 import {
+  ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
   DestroyRef,
@@ -64,6 +65,7 @@ import {
 import ms, { StringValue } from 'ms';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [
     ClipboardModule,
     CommonModule,
@@ -140,6 +142,8 @@ export class GfAdminOverviewComponent implements OnInit {
             permissions.toggleReadOnlyMode
           );
         }
+
+        this.changeDetectorRef.markForCheck();
       });
 
     addIcons({

apps/client/src/app/components/admin-tag/admin-tag.component.html

@@ -35,6 +35,24 @@
     </td>
   </ng-container>
 
+  <ng-container matColumnDef="accounts">
+    <th
+      *matHeaderCellDef
+      class="justify-content-end px-1"
+      mat-header-cell
+      mat-sort-header="accountCount"
+    >
+      <ng-container i18n>Accounts</ng-container>
+    </th>
+    <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+      <gf-value
+        class="d-inline-block justify-content-end"
+        [locale]="locale()"
+        [value]="element.accountCount"
+      />
+    </td>
+  </ng-container>
+
   <ng-container matColumnDef="activities">
     <th
       *matHeaderCellDef
@@ -74,7 +92,7 @@
         <hr class="m-0" />
         <button
           mat-menu-item
-          [disabled]="element.activityCount > 0"
+          [disabled]="element.accountCount > 0 || element.activityCount > 0"
           (click)="onDeleteTag(element.id)"
         >
           <span class="align-items-center d-flex">

apps/client/src/app/components/admin-tag/admin-tag.component.ts

@@ -62,6 +62,7 @@ export class GfAdminTagComponent implements OnInit {
   protected readonly displayedColumns = [
     'name',
     'userId',
+    'accounts',
     'activities',
     'actions'
   ];

apps/client/src/app/components/admin-users/admin-users.component.ts

@@ -208,7 +208,7 @@ export class GfAdminUsersComponent implements OnInit {
 
       return Math.abs(differenceInSeconds(parseISO(aDateString), new Date())) <
         60
-        ? 'just now'
+        ? $localize`just now`
         : distanceString;
     }
 

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.component.ts

@@ -77,7 +77,7 @@ import {
   swapVerticalOutline,
   walletOutline
 } from 'ionicons/icons';
-import { isNumber, round } from 'lodash';
+import { isNumber, round, uniqBy } from 'lodash';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { switchMap } from 'rxjs/operators';
 
@@ -179,6 +179,7 @@ export class GfHoldingDetailDialogComponent implements OnInit {
   protected sortColumn = 'date';
   protected sortDirection: SortDirection = 'desc';
   protected tagsAvailable: Tag[];
+  protected tagsOfAccounts: Tag[];
   protected readonly translate = translate;
   protected user: User;
   protected value: number;
@@ -265,6 +266,18 @@ export class GfHoldingDetailDialogComponent implements OnInit {
       .subscribe(({ accounts }) => {
         this.accounts = accounts;
 
+        this.tagsOfAccounts = uniqBy(
+          accounts.flatMap(({ tags }) => {
+            return tags ?? [];
+          }),
+          'id'
+        ).map((tag) => {
+          return {
+            ...tag,
+            name: translate(tag.name)
+          };
+        });
+
         this.changeDetectorRef.markForCheck();
       });
 

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html

@@ -427,6 +427,7 @@
         [hasPermissionToCreateTag]="hasPermissionToCreateOwnTag"
         [readonly]="!data.hasPermissionToUpdateActivity"
         [tagsAvailable]="tagsAvailable"
+        [tagsReadOnly]="tagsOfAccounts"
       />
     </form>
 

apps/client/src/app/pages/accounts/accounts-page.component.ts

@@ -25,7 +25,7 @@ import {
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatDialog } from '@angular/material/dialog';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
-import { Account as AccountModel } from '@prisma/client';
+import { Account as AccountModel, Tag } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { EMPTY } from 'rxjs';
 import { catchError } from 'rxjs/operators';
@@ -188,8 +188,9 @@ export class GfAccountsPageComponent implements OnInit {
     id,
     isExcluded,
     name,
-    platformId
-  }: AccountModel) {
+    platformId,
+    tags
+  }: AccountModel & { tags?: Tag[] }) {
     const dialogRef = this.dialog.open<
       GfCreateOrUpdateAccountDialogComponent,
       CreateOrUpdateAccountDialogParams
@@ -202,8 +203,10 @@ export class GfAccountsPageComponent implements OnInit {
           id,
           isExcluded,
           name,
-          platformId
-        }
+          platformId,
+          tags
+        },
+        user: this.user
       },
       height: this.deviceType() === 'mobile' ? '98vh' : '80vh',
       width: this.deviceType() === 'mobile' ? '100vw' : '50rem'
@@ -277,8 +280,10 @@ export class GfAccountsPageComponent implements OnInit {
           id: null,
           isExcluded: false,
           name: null,
-          platformId: null
-        }
+          platformId: null,
+          tags: []
+        },
+        user: this.user
       } satisfies CreateOrUpdateAccountDialogParams,
       height: this.deviceType() === 'mobile' ? '98vh' : '80vh',
       width: this.deviceType() === 'mobile' ? '100vw' : '50rem'

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.component.ts

@@ -1,11 +1,22 @@
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { TAG_ID_EXCLUDE_FROM_ANALYSIS } from '@ghostfolio/common/config';
 import { CreateAccountDto, UpdateAccountDto } from '@ghostfolio/common/dtos';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { validateObjectForForm } from '@ghostfolio/common/utils';
 import { GfCurrencySelectorComponent } from '@ghostfolio/ui/currency-selector';
 import { GfEntityLogoComponent } from '@ghostfolio/ui/entity-logo';
+import { translate } from '@ghostfolio/ui/i18n';
 import { DataService } from '@ghostfolio/ui/services';
+import { GfTagsSelectorComponent } from '@ghostfolio/ui/tags-selector';
 
 import { CommonModule } from '@angular/common';
-import { ChangeDetectionStrategy, Component, inject } from '@angular/core';
+import {
+  ChangeDetectionStrategy,
+  Component,
+  DestroyRef,
+  inject
+} from '@angular/core';
+import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import {
   AbstractControl,
   FormBuilder,
@@ -24,7 +35,7 @@ import {
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
-import { Platform } from '@prisma/client';
+import { Platform, Tag } from '@prisma/client';
 import { Observable } from 'rxjs';
 import { map, startWith } from 'rxjs/operators';
 
@@ -37,6 +48,7 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
     CommonModule,
     GfCurrencySelectorComponent,
     GfEntityLogoComponent,
+    GfTagsSelectorComponent,
     MatAutocompleteModule,
     MatButtonModule,
     MatCheckboxModule,
@@ -53,19 +65,41 @@ export class GfCreateOrUpdateAccountDialogComponent {
   protected accountForm: FormGroup;
   protected currencies: string[] = [];
   protected filteredPlatforms: Observable<Platform[]> | undefined;
+  protected hasPermissionToCreateOwnTag: boolean | undefined;
   protected platforms: Platform[] = [];
+  protected tagsAvailable: Tag[] = [];
 
   protected readonly data =
     inject<CreateOrUpdateAccountDialogParams>(MAT_DIALOG_DATA);
   private readonly dataService = inject(DataService);
+  private readonly destroyRef = inject(DestroyRef);
   private readonly dialogRef =
     inject<MatDialogRef<GfCreateOrUpdateAccountDialogComponent>>(MatDialogRef);
   private readonly formBuilder = inject(FormBuilder);
+  private readonly userService = inject(UserService);
 
   public ngOnInit() {
     const { currencies } = this.dataService.fetchInfo();
     this.currencies = currencies;
 
+    this.hasPermissionToCreateOwnTag =
+      this.data.user?.settings?.isExperimentalFeatures &&
+      hasPermission(this.data.user?.permissions, permissions.createOwnTag);
+
+    this.tagsAvailable = [
+      ...(this.data.user?.tags ?? []),
+      {
+        id: TAG_ID_EXCLUDE_FROM_ANALYSIS,
+        name: 'EXCLUDE_FROM_ANALYSIS',
+        userId: null
+      }
+    ].map((tag) => {
+      return {
+        ...tag,
+        name: translate(tag.name)
+      };
+    });
+
     this.accountForm = this.formBuilder.group({
       accountId: [{ disabled: true, value: this.data.account.id }],
       balance: [this.data.account.balance, Validators.required],
@@ -73,9 +107,48 @@ export class GfCreateOrUpdateAccountDialogComponent {
       currency: [this.data.account.currency, Validators.required],
       isExcluded: [this.data.account.isExcluded],
       name: [this.data.account.name, Validators.required],
-      platformId: [null, this.autocompleteObjectValidator()]
+      platformId: [null, this.autocompleteObjectValidator()],
+      tags: [
+        this.data.account.tags?.map(({ id, name }) => {
+          return {
+            id,
+            name: translate(name)
+          };
+        })
+      ]
     });
 
+    this.accountForm
+      .get('tags')
+      ?.valueChanges.pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe((tags: Tag[]) => {
+        const newTag = tags.find(({ id }) => {
+          return id === undefined;
+        });
+
+        if (newTag && this.hasPermissionToCreateOwnTag) {
+          this.dataService
+            .postTag({ ...newTag, userId: this.data.user.id })
+            .pipe(takeUntilDestroyed(this.destroyRef))
+            .subscribe((tag) => {
+              this.accountForm.get('tags')?.setValue(
+                tags.map((currentTag) => {
+                  if (currentTag.id === undefined) {
+                    return tag;
+                  }
+
+                  return currentTag;
+                })
+              );
+
+              this.userService
+                .get(true)
+                .pipe(takeUntilDestroyed(this.destroyRef))
+                .subscribe();
+            });
+        }
+      });
+
     this.dataService.fetchPlatforms().subscribe(({ platforms }) => {
       this.platforms = platforms;
 
@@ -132,7 +205,16 @@ export class GfCreateOrUpdateAccountDialogComponent {
       id: this.accountForm.get('accountId')?.value,
       isExcluded: this.accountForm.get('isExcluded')?.value,
       name: this.accountForm.get('name')?.value,
-      platformId: this.accountForm.get('platformId')?.value?.id || null
+      platformId: this.accountForm.get('platformId')?.value?.id || null,
+      tags: this.accountForm
+        .get('tags')
+        ?.value?.filter(({ id }: Tag) => {
+          // Skip tags which have not been created yet
+          return !!id;
+        })
+        .map(({ id }: Tag) => {
+          return id;
+        })
     };
 
     try {

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.html

@@ -85,6 +85,15 @@
         ></textarea>
       </mat-form-field>
     </div>
+    @if (data.user?.settings?.isExperimentalFeatures) {
+      <div class="mb-3">
+        <gf-tags-selector
+          formControlName="tags"
+          [hasPermissionToCreateTag]="hasPermissionToCreateOwnTag"
+          [tagsAvailable]="tagsAvailable"
+        />
+      </div>
+    }
     <div class="mb-3 px-2">
       <mat-checkbox color="primary" formControlName="isExcluded" i18n
         >Exclude from Analysis</mat-checkbox

apps/client/src/app/pages/accounts/create-or-update-account-dialog/interfaces/interfaces.ts

@@ -1,7 +1,11 @@
-import { Account } from '@prisma/client';
+import { User } from '@ghostfolio/common/interfaces';
+
+import { Account, Tag } from '@prisma/client';
 
 export interface CreateOrUpdateAccountDialogParams {
   account: Omit<Account, 'createdAt' | 'id' | 'updatedAt' | 'userId'> & {
     id: string | null;
+    tags?: Tag[];
   };
+  user: User;
 }

apps/client/src/app/pages/portfolio/fire/fire-page.component.ts

@@ -14,6 +14,7 @@ import { GfValueComponent } from '@ghostfolio/ui/value';
 
 import { CommonModule } from '@angular/common';
 import {
+  ChangeDetectionStrategy,
   ChangeDetectorRef,
   Component,
   computed,
@@ -29,6 +30,7 @@ import { DeviceDetectorService } from 'ngx-device-detector';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [
     CommonModule,
     FormsModule,
@@ -89,6 +91,7 @@ export class GfFirePageComponent implements OnInit {
               : 0
           }
         };
+
         if (this.user.subscription?.type === SubscriptionType.Basic) {
           this.fireWealth = {
             today: {
@@ -107,6 +110,8 @@ export class GfFirePageComponent implements OnInit {
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe((impersonationId) => {
         this.hasImpersonationId = !!impersonationId;
+
+        this.changeDetectorRef.markForCheck();
       });
 
     this.safeWithdrawalRateControl.valueChanges
@@ -135,9 +140,9 @@ export class GfFirePageComponent implements OnInit {
           );
 
           this.calculateWithdrawalRates();
-
-          this.changeDetectorRef.markForCheck();
         }
+
+        this.changeDetectorRef.markForCheck();
       });
   }
 

apps/client/src/app/pages/portfolio/portfolio-page.component.ts

@@ -6,7 +6,12 @@ import {
   TabConfiguration
 } from '@ghostfolio/ui/page-tabs';
 
-import { ChangeDetectorRef, Component, DestroyRef } from '@angular/core';
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  DestroyRef
+} from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { addIcons } from 'ionicons';
 import {
@@ -18,6 +23,7 @@ import {
 } from 'ionicons/icons';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'page' },
   imports: [GfPageTabsComponent],
   selector: 'gf-portfolio-page',
@@ -67,9 +73,9 @@ export class PortfolioPageComponent {
             }
           ];
           this.user = state.user;
-
-          this.changeDetectorRef.markForCheck();
         }
+
+        this.changeDetectorRef.markForCheck();
       });
 
     addIcons({

apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts

@@ -29,6 +29,7 @@ export class GfProductPageComponent {
   });
 
   protected readonly product1 = computed<Product>(() => ({
+    categories: ['FINANCIAL_PLANNING', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'],
     founded: 2021,
     hasFreePlan: true,
     hasSelfHostingAbility: true,
@@ -49,6 +50,7 @@ export class GfProductPageComponent {
     ],
     name: 'Ghostfolio',
     origin: getCountryName({ code: 'CH' }),
+    platforms: ['ANDROID', 'WEB'],
     regions: [$localize`Global`],
     slogan: 'Open Source Wealth Management',
     useAnonymously: true
@@ -89,39 +91,47 @@ export class GfProductPageComponent {
     const product1 = this.product1();
     const product2 = this.product2();
 
-    return [
-      product1.name,
-      product1.origin,
-      product2.name,
-      product2.origin,
-      $localize`Alternative`,
-      $localize`App`,
-      $localize`Budgeting`,
-      $localize`Community`,
-      $localize`Family Office`,
-      `Fintech`,
-      $localize`Investment`,
-      $localize`Investor`,
-      $localize`Open Source`,
-      `OSS`,
-      $localize`Personal Finance`,
-      $localize`Privacy`,
-      $localize`Portfolio`,
-      $localize`Software`,
-      $localize`Tool`,
-      $localize`User Experience`,
-      $localize`Wealth`,
-      $localize`Wealth Management`,
-      `WealthTech`
-    ]
-      .filter((item): item is string => {
-        return !!item;
-      })
-      .sort((a, b) => {
-        return a.localeCompare(b, undefined, { sensitivity: 'base' });
-      });
+    return Array.from(
+      new Set(
+        [
+          ...[product1, product2].flatMap(
+            ({ categories, name, origin, platforms }) => {
+              return [
+                ...[...(categories ?? []), ...(platforms ?? [])].map((key) => {
+                  return translate(key);
+                }),
+                name,
+                origin
+              ];
+            }
+          ),
+          $localize`Alternative`,
+          $localize`App`,
+          $localize`Community`,
+          `Fintech`,
+          $localize`Investment`,
+          $localize`Investor`,
+          $localize`Open Source`,
+          `OSS`,
+          $localize`Personal Finance`,
+          $localize`Portfolio`,
+          $localize`Privacy`,
+          $localize`Software`,
+          $localize`Tool`,
+          $localize`User Experience`,
+          $localize`Wealth`,
+          `WealthTech`
+        ].filter((item): item is string => {
+          return !!item;
+        })
+      )
+    ).sort((a, b) => {
+      return a.localeCompare(b, undefined, { sensitivity: 'base' });
+    });
   });
 
+  protected readonly translate = translate;
+
   private readonly dataService = inject(DataService);
   private readonly route = inject(ActivatedRoute);
 }

apps/client/src/app/pages/resources/personal-finance-tools/product-page.html

@@ -73,6 +73,27 @@
                 <td class="mat-mdc-cell px-1 py-2">{{ product1().slogan }}</td>
                 <td class="mat-mdc-cell px-1 py-2">{{ product2().slogan }}</td>
               </tr>
+              <tr class="mat-mdc-row">
+                <td class="mat-mdc-cell px-3 py-2 text-right" i18n>Category</td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    category of product1().categories;
+                    track category;
+                    let isLast = $last
+                  ) {
+                    {{ translate(category) }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    category of product2().categories;
+                    track category;
+                    let isLast = $last
+                  ) {
+                    {{ translate(category) }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
+              </tr>
               <tr class="mat-mdc-row">
                 <td class="mat-mdc-cell px-3 py-2 text-right" i18n>Founded</td>
                 <td class="mat-mdc-cell px-1 py-2">{{ product1().founded }}</td>
@@ -104,6 +125,29 @@
                   }
                 </td>
               </tr>
+              <tr class="mat-mdc-row">
+                <td class="mat-mdc-cell px-3 py-2 text-right" i18n>
+                  Available on
+                </td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    platform of product1().platforms;
+                    track platform;
+                    let isLast = $last
+                  ) {
+                    {{ translate(platform) }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
+                <td class="mat-mdc-cell px-1 py-2">
+                  @for (
+                    platform of product2().platforms;
+                    track platform;
+                    let isLast = $last
+                  ) {
+                    {{ translate(platform) }}{{ isLast ? '' : ', ' }}
+                  }
+                </td>
+              </tr>
               <tr class="mat-mdc-row">
                 <td class="mat-mdc-cell px-3 py-2 text-right" i18n>
                   Available in

libs/common/src/lib/config.ts

@@ -323,7 +323,7 @@ export const SUPPORTED_LANGUAGE_CODES = [
   'tr',
   'uk',
   'zh'
-];
+] as const;
 
 export const TAG_ID_EMERGENCY_FUND = '4452656d-9fa4-4bd0-ba38-70492e31d180';
 export const TAG_ID_EXCLUDE_FROM_ANALYSIS =

libs/common/src/lib/dtos/create-account.dto.ts

@@ -2,6 +2,8 @@ import { IsCurrencyCode } from '@ghostfolio/common/validators/is-currency-code';
 
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
+  ArrayUnique,
+  IsArray,
   IsBoolean,
   IsNumber,
   IsOptional,
@@ -28,6 +30,9 @@ export class CreateAccountDto {
   @IsString()
   id?: string;
 
+  /**
+   * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
+   */
   @IsBoolean()
   @IsOptional()
   isExcluded?: boolean;
@@ -38,4 +43,10 @@ export class CreateAccountDto {
   @IsString()
   @ValidateIf((_object, value) => value !== null)
   platformId: string | null;
+
+  @ArrayUnique()
+  @IsArray()
+  @IsOptional()
+  @IsString({ each: true })
+  tags?: string[];
 }

libs/common/src/lib/dtos/update-account.dto.ts

@@ -2,6 +2,8 @@ import { IsCurrencyCode } from '@ghostfolio/common/validators/is-currency-code';
 
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
+  ArrayUnique,
+  IsArray,
   IsBoolean,
   IsNumber,
   IsOptional,
@@ -27,6 +29,9 @@ export class UpdateAccountDto {
   @IsString()
   id: string;
 
+  /**
+   * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
+   */
   @IsBoolean()
   @IsOptional()
   isExcluded?: boolean;
@@ -37,4 +42,10 @@ export class UpdateAccountDto {
   @IsString()
   @ValidateIf((_object, value) => value !== null)
   platformId: string | null;
+
+  @ArrayUnique()
+  @IsArray()
+  @IsOptional()
+  @IsString({ each: true })
+  tags?: string[];
 }

libs/common/src/lib/helper.ts

@@ -40,7 +40,8 @@ import {
   DERIVED_CURRENCIES,
   ghostfolioFearAndGreedIndexSymbolCryptocurrencies,
   ghostfolioFearAndGreedIndexSymbolStocks,
-  ghostfolioScraperApiSymbolPrefix
+  ghostfolioScraperApiSymbolPrefix,
+  TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from './config';
 import {
   AssetProfileIdentifier,
@@ -419,6 +420,18 @@ export function interpolate(template: string, context: any) {
   });
 }
 
+export function isAccountExcluded(account: {
+  isExcluded: boolean;
+  tags?: { id: string }[];
+}) {
+  return (
+    account.isExcluded ||
+    account.tags?.some(({ id }) => {
+      return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
+    }) === true
+  );
+}
+
 export function isCurrency(aCurrency: string) {
   if (!aCurrency) {
     return false;

libs/common/src/lib/interfaces/index.ts

@@ -35,7 +35,7 @@ import type { PortfolioPerformance } from './portfolio-performance.interface';
 import type { PortfolioPosition } from './portfolio-position.interface';
 import type { PortfolioReportRule } from './portfolio-report-rule.interface';
 import type { PortfolioSummary } from './portfolio-summary.interface';
-import type { Product } from './product';
+import type { Product } from './product.interface';
 import type { ReferralPartner } from './referral-partner.interface';
 import type { AccessTokenResponse } from './responses/access-token-response.interface';
 import type { AccountBalancesResponse } from './responses/account-balances-response.interface';

libs/common/src/lib/interfaces/product.ts → libs/common/src/lib/interfaces/product.interface.ts

@@ -1,5 +1,8 @@
+import { ProductCategory, ProductPlatform } from '@ghostfolio/common/types';
+
 export interface Product {
   alias?: string;
+  categories?: ProductCategory[];
   founded?: number;
   hasFreePlan?: boolean;
   hasSelfHostingAbility?: boolean;
@@ -10,6 +13,7 @@ export interface Product {
   name: string;
   note?: string;
   origin?: string;
+  platforms?: ProductPlatform[];
   pricingPerYear?: string;
   regions?: string[];
   slogan?: string;

libs/common/src/lib/interfaces/responses/export-response.interface.ts

@@ -8,6 +8,7 @@ import { UserSettings } from '../user-settings.interface';
 export interface ExportResponse {
   accounts: (Omit<Account, 'createdAt' | 'updatedAt' | 'userId'> & {
     balances: AccountBalance[];
+    tags?: string[];
   })[];
   activities: (Omit<
     Order,

libs/common/src/lib/types/account-with-platform.type.ts

@@ -1,3 +1,6 @@
-import { Account, Platform } from '@prisma/client';
+import { Account, Platform, Tag } from '@prisma/client';
 
-export type AccountWithPlatform = Account & { platform?: Platform };
+export type AccountWithPlatform = Account & {
+  platform?: Platform;
+  tags?: Tag[];
+};

libs/common/src/lib/types/account-with-value.type.ts

@@ -1,4 +1,4 @@
-import { Account as AccountModel, Platform } from '@prisma/client';
+import { Account as AccountModel, Platform, Tag } from '@prisma/client';
 
 export type AccountWithValue = AccountModel & {
   activitiesCount: number;
@@ -7,6 +7,7 @@ export type AccountWithValue = AccountModel & {
   dividendInBaseCurrency: number;
   interestInBaseCurrency: number;
   platform?: Platform;
+  tags?: Tag[];
   value: number;
   valueInBaseCurrency: number;
 };

libs/common/src/lib/types/index.ts

@@ -16,6 +16,9 @@ import type { MarketDataPreset } from './market-data-preset.type';
 import type { MarketState } from './market-state.type';
 import type { Market } from './market.type';
 import type { OrderWithAccount } from './order-with-account.type';
+import type { ProductCategory } from './product-category.type';
+import type { ProductPlatform } from './product-platform.type';
+import type { PropertyKey } from './property-key.type';
 import type { RequestWithUser } from './request-with-user.type';
 import type { SectorName } from './sector-name.type';
 import type { SubscriptionOfferKey } from './subscription-offer-key.type';
@@ -41,6 +44,9 @@ export type {
   MarketDataPreset,
   MarketState,
   OrderWithAccount,
+  ProductCategory,
+  ProductPlatform,
+  PropertyKey,
   RequestWithUser,
   SectorName,
   SubscriptionOfferKey,

libs/common/src/lib/types/product-category.type.ts

@@ -0,0 +1,12 @@
+export type ProductCategory =
+  | 'BUDGETING'
+  | 'CRYPTOCURRENCY'
+  | 'DIVIDEND_TRACKING'
+  | 'ETF_TRACKING'
+  | 'FAMILY_OFFICE'
+  | 'FINANCIAL_PLANNING'
+  | 'INVESTMENT_RESEARCH'
+  | 'NET_WORTH_TRACKING'
+  | 'STOCK_TRACKING'
+  | 'TAX_REPORTING'
+  | 'WEALTH_MANAGEMENT';

libs/common/src/lib/types/product-platform.type.ts

@@ -0,0 +1,7 @@
+export type ProductPlatform =
+  | 'ANDROID'
+  | 'IOS'
+  | 'LINUX'
+  | 'MACOS'
+  | 'WEB'
+  | 'WINDOWS';

libs/common/src/lib/types/property-key.type.ts

@@ -0,0 +1,7 @@
+import type * as config from '../config';
+
+export type PropertyKey = {
+  [Key in keyof typeof config]: Key extends `PROPERTY_${string}`
+    ? (typeof config)[Key]
+    : never;
+}[keyof typeof config];

libs/ui/src/lib/accounts-table/accounts-table.component.html

@@ -33,7 +33,7 @@
         mat-cell
       >
         <div class="d-flex justify-content-center">
-          @if (element.isExcluded) {
+          @if (isExcluded(element)) {
             <ion-icon name="eye-off-outline" />
           }
         </div>

libs/ui/src/lib/accounts-table/accounts-table.component.ts

@@ -1,5 +1,9 @@
 import { ConfirmationDialogType } from '@ghostfolio/common/enums';
-import { getLocale, getLowercase } from '@ghostfolio/common/helper';
+import {
+  getLocale,
+  getLowercase,
+  isAccountExcluded
+} from '@ghostfolio/common/helper';
 import { GfEntityLogoComponent } from '@ghostfolio/ui/entity-logo';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { GfValueComponent } from '@ghostfolio/ui/value';
@@ -137,6 +141,10 @@ export class GfAccountsTableComponent {
     });
   }
 
+  protected isExcluded(account: Account & { tags?: { id: string }[] }) {
+    return isAccountExcluded(account);
+  }
+
   protected onDeleteAccount(aId: string) {
     this.notificationService.confirm({
       confirmFn: () => {

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -3,7 +3,7 @@ import {
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import { ConfirmationDialogType } from '@ghostfolio/common/enums';
-import { getLocale } from '@ghostfolio/common/helper';
+import { getLocale, isAccountExcluded } from '@ghostfolio/common/helper';
 import {
   Activity,
   AssetProfileIdentifier
@@ -267,10 +267,10 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
 
   public isExcludedFromAnalysis(activity: Activity) {
     return (
-      activity.account?.isExcluded ??
+      (activity.account && isAccountExcluded(activity.account)) ||
       activity.tags?.some(({ id }) => {
         return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
-      })
+      }) === true
     );
   }
 

libs/ui/src/lib/i18n.ts

@@ -1,4 +1,8 @@
-import type { SectorName } from '@ghostfolio/common/types';
+import type {
+  ProductCategory,
+  ProductPlatform,
+  SectorName
+} from '@ghostfolio/common/types';
 
 import '@angular/localize/init';
 
@@ -94,8 +98,31 @@ const locales = {
   Other: $localize`Other`,
   'Real Estate': $localize`Real Estate`,
   Technology: $localize`Technology`,
-  Utilities: $localize`Utilities`
-} satisfies Record<SectorName, string> & Record<string, string>;
+  Utilities: $localize`Utilities`,
+
+  // Product categories (CRYPTOCURRENCY is defined above under AssetSubClass)
+  BUDGETING: $localize`Budgeting`,
+  DIVIDEND_TRACKING: $localize`Dividend Tracking`,
+  ETF_TRACKING: $localize`ETF Tracking`,
+  FAMILY_OFFICE: $localize`Family Office`,
+  FINANCIAL_PLANNING: $localize`Financial Planning`,
+  INVESTMENT_RESEARCH: $localize`Investment Research`,
+  NET_WORTH_TRACKING: $localize`Net Worth Tracking`,
+  STOCK_TRACKING: $localize`Stock Tracking`,
+  TAX_REPORTING: $localize`Tax Reporting`,
+  WEALTH_MANAGEMENT: $localize`Wealth Management`,
+
+  // Product platforms
+  ANDROID: 'Android',
+  IOS: 'iOS',
+  LINUX: 'Linux',
+  MACOS: 'macOS',
+  WEB: $localize`Web`,
+  WINDOWS: 'Windows'
+} satisfies Record<ProductCategory, string> &
+  Record<ProductPlatform, string> &
+  Record<SectorName, string> &
+  Record<string, string>;
 
 export function translate(aKey: string): string {
   return locales[aKey] ?? aKey;

libs/ui/src/lib/notifications/alert-dialog/alert-dialog.component.ts

@@ -1,10 +1,11 @@
-import { Component, inject } from '@angular/core';
+import { ChangeDetectionStrategy, Component, inject } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 
 import { AlertDialogParams } from './interfaces/interfaces';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [MatButtonModule, MatDialogModule],
   selector: 'gf-alert-dialog',
   styleUrls: ['./alert-dialog.scss'],

libs/ui/src/lib/notifications/confirmation-dialog/confirmation-dialog.component.ts

@@ -1,12 +1,18 @@
 import { ConfirmationDialogType } from '@ghostfolio/common/enums';
 
-import { Component, HostListener, inject } from '@angular/core';
+import {
+  ChangeDetectionStrategy,
+  Component,
+  HostListener,
+  inject
+} from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 
 import { ConfirmDialogParams } from './interfaces/interfaces';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [MatButtonModule, MatDialogModule],
   selector: 'gf-confirmation-dialog',
   styleUrls: ['./confirmation-dialog.scss'],

libs/ui/src/lib/notifications/prompt-dialog/prompt-dialog.component.ts

@@ -1,4 +1,4 @@
-import { Component, inject } from '@angular/core';
+import { ChangeDetectionStrategy, Component, inject } from '@angular/core';
 import { FormControl, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
@@ -8,6 +8,7 @@ import { MatInputModule } from '@angular/material/input';
 import { PromptDialogParams } from './interfaces/interfaces';
 
 @Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
   imports: [
     MatButtonModule,
     MatDialogModule,

libs/ui/src/lib/tags-selector/tags-selector.component.html

@@ -2,10 +2,19 @@
   <div class="col">
     @if (readonly) {
       <div class="h5" i18n>Tags</div>
-      @if (tags && tags.length > 0) {
+      @if (
+        (tags && tags.length > 0) || (tagsReadOnly && tagsReadOnly.length > 0)
+      ) {
         <mat-chip-listbox>
-          @for (tag of tags; track tag) {
-            <mat-chip-option disabled>{{ tag.name }}</mat-chip-option>
+          @if (tagsReadOnly) {
+            @for (tag of tagsReadOnly; track tag) {
+              <mat-chip-option disabled>{{ tag.name }}</mat-chip-option>
+            }
+          }
+          @if (tags) {
+            @for (tag of tags; track tag) {
+              <mat-chip-option disabled>{{ tag.name }}</mat-chip-option>
+            }
           }
         </mat-chip-listbox>
       } @else {
@@ -15,6 +24,13 @@
       <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label i18n>Tags</mat-label>
         <mat-chip-grid #tagsChipList>
+          @if (tagsReadOnly) {
+            @for (tag of tagsReadOnly; track tag.id) {
+              <mat-chip-row disabled [removable]="false">
+                {{ tag.name }}
+              </mat-chip-row>
+            }
+          }
           @for (tag of tagsSelected(); track tag.id) {
             <mat-chip-row
               matChipRemove

libs/ui/src/lib/tags-selector/tags-selector.component.ts

@@ -9,6 +9,7 @@ import {
   OnChanges,
   OnInit,
   signal,
+  SimpleChanges,
   viewChild
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
@@ -27,7 +28,6 @@ import { MatChipsModule } from '@angular/material/chips';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { IonIcon } from '@ionic/angular/standalone';
-import { Tag } from '@prisma/client';
 import { addIcons } from 'ionicons';
 import { addCircleOutline, closeOutline } from 'ionicons/icons';
 import { BehaviorSubject, Subject } from 'rxjs';
@@ -65,6 +65,7 @@ export class GfTagsSelectorComponent
   @Input() readonly = false;
   @Input() tags: SelectedTag[];
   @Input() tagsAvailable: SelectedTag[];
+  @Input() tagsReadOnly: SelectedTag[];
 
   public readonly filteredOptions: Subject<SelectedTag[]> = new BehaviorSubject(
     []
@@ -87,12 +88,15 @@ export class GfTagsSelectorComponent
   }
 
   public ngOnInit() {
-    this.tagsSelected.set(this.tags);
+    this.tagsSelected.set(this.tags ?? []);
     this.updateFilters();
   }
 
-  public ngOnChanges() {
-    this.tagsSelected.set(this.tags);
+  public ngOnChanges(changes: SimpleChanges) {
+    if (changes.tags) {
+      this.tagsSelected.set(this.tags ?? []);
+    }
+
     this.updateFilters();
   }
 
@@ -123,7 +127,7 @@ export class GfTagsSelectorComponent
     this.tagInputControl.setValue(null);
   }
 
-  public onRemoveTag(tag: Tag) {
+  public onRemoveTag(tag: SelectedTag) {
     this.tagsSelected.update((tags) => {
       return tags.filter(({ id }) => {
         return id !== tag.id;
@@ -159,15 +163,20 @@ export class GfTagsSelectorComponent
 
   private filterTags(query: string = ''): SelectedTag[] {
     const tags = this.tagsSelected() ?? [];
-    const tagIds = tags.map(({ id }) => {
+    const tagIds = [...tags, ...(this.tagsReadOnly ?? [])].map(({ id }) => {
       return id;
     });
 
-    return this.tagsAvailable.filter(({ id, name }) => {
-      return (
-        !tagIds.includes(id) && name.toLowerCase().includes(query.toLowerCase())
-      );
-    });
+    return this.tagsAvailable
+      .filter(({ id, name }) => {
+        return (
+          !tagIds.includes(id) &&
+          name.toLowerCase().includes(query.toLowerCase())
+        );
+      })
+      .sort((a, b) => {
+        return a.name.toLowerCase().localeCompare(b.name.toLowerCase());
+      });
   }
 
   // eslint-disable-next-line @typescript-eslint/no-unused-vars

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "3.20.0",
+  "version": "3.21.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "3.20.0",
+      "version": "3.21.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {
@@ -66,7 +66,7 @@
         "date-fns": "4.4.0",
         "dotenv": "17.2.3",
         "dotenv-expand": "12.0.3",
-        "envalid": "8.1.1",
+        "envalid": "8.2.0",
         "fast-redact": "3.5.0",
         "fuse.js": "7.3.0",
         "google-spreadsheet": "3.2.0",
@@ -19368,9 +19368,9 @@
       }
     },
     "node_modules/envalid": {
-      "version": "8.1.1",
-      "resolved": "https://registry.npmjs.org/envalid/-/envalid-8.1.1.tgz",
-      "integrity": "sha512-vOUfHxAFFvkBjbVQbBfgnCO9d3GcNfMMTtVfgqSU2rQGMFEVqWy9GBuoSfHnwGu7EqR0/GeukQcL3KjFBaga9w==",
+      "version": "8.2.0",
+      "resolved": "https://registry.npmjs.org/envalid/-/envalid-8.2.0.tgz",
+      "integrity": "sha512-CkPvea95dwMYE1wnKX5mQXkOpiMs9O+ncv8NqZy+gW7FuzpUp06KTdUHb18xFG8CqQHmfmRqGLF5DuGaBWNrSw==",
       "license": "MIT",
       "dependencies": {
         "tslib": "2.8.1"

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "3.20.0",
+  "version": "3.21.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -110,7 +110,7 @@
     "date-fns": "4.4.0",
     "dotenv": "17.2.3",
     "dotenv-expand": "12.0.3",
-    "envalid": "8.1.1",
+    "envalid": "8.2.0",
     "fast-redact": "3.5.0",
     "fuse.js": "7.3.0",
     "google-spreadsheet": "3.2.0",

prisma/migrations/20260705095904_added_tags_on_accounts/migration.sql

@@ -0,0 +1,20 @@
+-- CreateTable
+CREATE TABLE "TagsOnAccounts" (
+    "accountId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "tagId" TEXT NOT NULL,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    "userId" TEXT NOT NULL,
+
+    CONSTRAINT "TagsOnAccounts_pkey" PRIMARY KEY ("accountId","tagId","userId")
+);
+
+-- CreateIndex
+CREATE INDEX "TagsOnAccounts_tagId_idx" ON "TagsOnAccounts"("tagId");
+
+-- AddForeignKey
+ALTER TABLE "TagsOnAccounts" ADD CONSTRAINT "TagsOnAccounts_accountId_userId_fkey" FOREIGN KEY ("accountId", "userId") REFERENCES "Account"("id", "userId") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TagsOnAccounts" ADD CONSTRAINT "TagsOnAccounts_tagId_fkey" FOREIGN KEY ("tagId") REFERENCES "Tag"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+

prisma/schema.prisma

@@ -33,10 +33,12 @@ model Account {
   createdAt  DateTime         @default(now())
   currency   String?
   id         String           @default(uuid())
+  /// @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
   isExcluded Boolean          @default(false)
   name       String?
   platform   Platform?        @relation(fields: [platformId], references: [id])
   platformId String?
+  tags       TagsOnAccounts[]
   updatedAt  DateTime         @updatedAt
   user       User             @relation(fields: [userId], onDelete: Cascade, references: [id])
   userId     String
@@ -251,16 +253,30 @@ model Subscription {
 }
 
 model Tag {
+  accounts   TagsOnAccounts[]
   activities Order[]
-  id         String  @id @default(uuid())
+  id         String           @id @default(uuid())
   name       String
-  user       User?   @relation(fields: [userId], onDelete: Cascade, references: [id])
+  user       User?            @relation(fields: [userId], onDelete: Cascade, references: [id])
   userId     String?
 
   @@unique([name, userId])
   @@index([name])
 }
 
+model TagsOnAccounts {
+  account   Account  @relation(fields: [accountId, userId], onDelete: Cascade, references: [id, userId])
+  accountId String
+  createdAt DateTime @default(now())
+  tag       Tag      @relation(fields: [tagId], onDelete: Cascade, references: [id])
+  tagId     String
+  updatedAt DateTime @updatedAt
+  userId    String
+
+  @@id([accountId, tagId, userId])
+  @@index([tagId])
+}
+
 model User {
   accessesGet   Access[]        @relation("accessGet")
   accessesGive  Access[]        @relation("accessGive")