Merge branch 'main' into task/improve-performance-of-latest-market-data

CHANGELOG.md

@@ -14,12 +14,15 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Improved the performance of getting the latest market data by reordering the columns of the unique constraint in the market data table
+- Deprecated `SymbolProfile` in favor of `assetProfile` in the endpoint `POST api/v1/activities`
 - Upgraded `Nx` from version `23.1.1` to `23.2.1`
 
 ### Fixed
 
+- Fixed a layout issue in the top and bottom holdings of the analysis page by truncating long names
 - Fixed the missing thousands separator of 4-digit numbers in certain locales
 - Fixed an issue where holdings without a market price have been valued at the unit price of a dividend, a fee, an interest or a liability
+- Fixed the check for today in the current rate service for instances running in a time zone behind UTC
 
 ## 3.79.0 - 2026-10-04
 

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

@@ -9,13 +9,15 @@ import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interc
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
 import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
 import { CreateOrderDto, UpdateOrderDto } from '@ghostfolio/common/dtos';
 import { SubscriptionType } from '@ghostfolio/common/enums';
 import {
   ActivitiesResponse,
-  ActivityResponse
+  ActivityResponse,
+  CreateActivityResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import { scopes } from '@ghostfolio/common/scopes';
@@ -33,7 +35,7 @@ import {
   Query,
   UseInterceptors
 } from '@nestjs/common';
-import { Order, Prisma } from '@prisma/client';
+import { Order } from '@prisma/client';
 import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -47,7 +49,8 @@ export class ActivitiesController {
     private readonly activitiesService: ActivitiesService,
     private readonly apiService: ApiService,
     private readonly dataProviderService: DataProviderService,
-    private readonly dataGatheringService: DataGatheringService
+    private readonly dataGatheringService: DataGatheringService,
+    private readonly symbolProfileService: SymbolProfileService
   ) {}
 
   @Delete()
@@ -209,6 +212,7 @@ export class ActivitiesController {
   @RequiresScope(scopes.activityCreate)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async createActivity(
     @Body() data: CreateOrderDto,
     @Impersonation()
@@ -217,7 +221,7 @@ export class ActivitiesController {
       userId,
       userSubscription
     }: ImpersonationContext
-  ): Promise<Prisma.OrderGetPayload<{ include: { SymbolProfile: true } }>> {
+  ): Promise<CreateActivityResponse> {
     // Evaluate the more restrictive subscription of the authenticated user
     // and the owner of the activity
     const subscription =
@@ -303,7 +307,14 @@ export class ActivitiesController {
       });
     }
 
-    return activity;
+    const [assetProfile] = await this.symbolProfileService.getSymbolProfiles([
+      {
+        dataSource: activity.SymbolProfile.dataSource,
+        symbol: activity.SymbolProfile.symbol
+      }
+    ]);
+
+    return { ...activity, assetProfile };
   }
 
   @HasPermission(permissions.updateActivity)

apps/api/src/app/portfolio/current-rate.service.ts

@@ -12,9 +12,10 @@ import {
   ResponseError
 } from '@ghostfolio/common/interfaces';
 
+import { utc } from '@date-fns/utc';
 import { Injectable } from '@nestjs/common';
 import { Type as ActivityType } from '@prisma/client';
-import { isBefore, isToday } from 'date-fns';
+import { isBefore, isSameDay } from 'date-fns';
 import { isEmpty, uniqBy } from 'lodash-es';
 
 import { GetValueObject } from './interfaces/get-value-object.interface';
@@ -38,14 +39,14 @@ export class CurrentRateService {
     subscriptionType
   }: GetValuesParams): Promise<GetValuesObject> {
     const dataProviderInfos: DataProviderInfo[] = [];
+    const today = resetHours(new Date());
 
     const includesToday =
       (!dateQuery.lt || isBefore(new Date(), dateQuery.lt)) &&
       (!dateQuery.gte || isBefore(dateQuery.gte, new Date())) &&
-      (!dateQuery.in || this.containsToday(dateQuery.in));
+      (!dateQuery.in || this.containsToday({ today, dates: dateQuery.in }));
 
     const quoteErrors: ResponseError['errors'] = [];
-    const today = resetHours(new Date());
     const values: GetValueObject[] = [];
 
     if (includesToday) {
@@ -128,7 +129,7 @@ export class CurrentRateService {
             return (
               currentValue.dataSource === dataSource &&
               currentValue.symbol === symbol &&
-              isToday(currentValue.date)
+              isSameDay(currentValue.date, today, { in: utc })
             );
           });
 
@@ -190,12 +191,15 @@ export class CurrentRateService {
     return response;
   }
 
-  private containsToday(dates: Date[]): boolean {
-    for (const date of dates) {
-      if (isToday(date)) {
-        return true;
-      }
-    }
-    return false;
+  private containsToday({
+    dates,
+    today
+  }: {
+    dates: Date[];
+    today: Date;
+  }): boolean {
+    return dates.some((date) => {
+      return isSameDay(date, today, { in: utc });
+    });
   }
 }

apps/api/src/helper/object.helper.spec.ts

@@ -3121,11 +3121,24 @@ describe('redactAttributes', () => {
   });
 
   // The endpoint POST api/v1/activities returns a row of the database with the
-  // relation to the symbol profile
-  it('should redact an activity with the relation to the symbol profile', () => {
+  // asset profile and the deprecated relation to the symbol profile
+  it('should redact an activity with the asset profile and the relation to the symbol profile', () => {
     expect(
       redactPaths({
         object: {
+          assetProfile: {
+            comment: 'Reviewed by the administrator',
+            name: 'Apple Inc',
+            scraperConfiguration: {
+              headers: { Authorization: 'Bearer TOKEN' },
+              mode: 'lazy',
+              selector: '.price',
+              url: 'https://example.org/get_price'
+            },
+            symbol: 'AAPL',
+            symbolMapping: { YAHOO: 'AAPL' },
+            watchedByCount: 7
+          },
           comment: 'Bought on a dip',
           currency: 'USD',
           fee: 19.9,
@@ -3149,6 +3162,14 @@ describe('redactAttributes', () => {
         paths: DEFAULT_REDACTED_PATHS
       })
     ).toStrictEqual({
+      assetProfile: {
+        comment: null,
+        name: 'Apple Inc',
+        scraperConfiguration: null,
+        symbol: 'AAPL',
+        symbolMapping: null,
+        watchedByCount: null
+      },
       comment: null,
       currency: 'USD',
       fee: null,

apps/api/src/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor.ts

@@ -94,6 +94,10 @@ export class TransformDataSourceInResponseInterceptor<
               'items[*].dataSource',
               'latestActivities[*].assetProfile.dataSource',
               'settings["filters.dataSource"]',
+
+              /* @deprecated */
+              'SymbolProfile.dataSource',
+
               'watchlist[*].dataSource'
             ]
           });

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

@@ -342,7 +342,7 @@
                   }"
                   [routerLink]="[]"
                 >
-                  <div class="flex-grow-1 mr-2">
+                  <div class="flex-grow-1 mr-2 text-truncate">
                     {{ holding.assetProfile.name }}
                   </div>
                   <div class="d-flex justify-content-end">
@@ -393,7 +393,7 @@
                   }"
                   [routerLink]="[]"
                 >
-                  <div class="flex-grow-1 mr-2">
+                  <div class="flex-grow-1 mr-2 text-truncate">
                     {{ holding.assetProfile.name }}
                   </div>
                   <div class="d-flex justify-content-end">

libs/common/src/lib/config.ts

@@ -180,9 +180,16 @@ export const DEFAULT_REDACTED_PATHS = [
   'settings.emergencyFund',
   'settings.projectedTotalAmount',
   'settings.savingsRate',
+
+  /* @deprecated */
   'SymbolProfile.comment',
+
+  /* @deprecated */
   'SymbolProfile.scraperConfiguration',
+
+  /* @deprecated */
   'SymbolProfile.symbolMapping',
+
   'totalBalanceInBaseCurrency',
   'totalDividendInBaseCurrency',
   'totalInterestInBaseCurrency',

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

@@ -53,6 +53,7 @@ import type { AssetProfilesResponse } from './responses/asset-profiles-response.
 import type { AssetResponse } from './responses/asset-response.interface';
 import type { BenchmarkMarketDataDetailsResponse } from './responses/benchmark-market-data-details-response.interface';
 import type { BenchmarkResponse } from './responses/benchmark-response.interface';
+import type { CreateActivityResponse } from './responses/create-activity-response.interface';
 import type { CreateStripeCheckoutSessionResponse } from './responses/create-stripe-checkout-session-response.interface';
 import type { DataEnhancerHealthResponse } from './responses/data-enhancer-health-response.interface';
 import type { DataProviderGhostfolioAssetProfileResponse } from './responses/data-provider-ghostfolio-asset-profile-response.interface';
@@ -133,6 +134,7 @@ export {
   BenchmarkProperty,
   BenchmarkResponse,
   Coupon,
+  CreateActivityResponse,
   CreateStripeCheckoutSessionResponse,
   DataEnhancerHealthResponse,
   DataProviderGhostfolioAssetProfileResponse,

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

@@ -0,0 +1,12 @@
+import type { Order, SymbolProfile } from '@ghostfolio/prisma/browser';
+
+import { EnhancedAssetProfile } from '../enhanced-asset-profile.interface';
+
+export interface CreateActivityResponse extends Order {
+  assetProfile: EnhancedAssetProfile;
+
+  /**
+   * @deprecated Use `assetProfile` instead
+   */
+  SymbolProfile: SymbolProfile;
+}

libs/ui/src/lib/account-balances/account-balances.component.ts

@@ -69,11 +69,18 @@ export class GfAccountBalancesComponent implements OnChanges, OnInit {
 
   public readonly accountBalances =
     input.required<AccountBalancesResponse['balances']>();
-  public readonly accountCurrency = input.required<string>();
+
+  public readonly accountCurrency = input.required<string | null>();
   public readonly accountId = input.required<string>();
   public readonly currentBalance = input<number | null>();
   public readonly displayedColumns: string[] = ['date', 'value', 'actions'];
-  public readonly locale = input(getLocale());
+
+  public readonly locale = input(getLocale(), {
+    transform: (value?: string) => {
+      return value ?? getLocale();
+    }
+  });
+
   public readonly showActions = input(true);
   public readonly sort = viewChild(MatSort);
 

libs/ui/src/lib/services/data.service.ts

@@ -34,6 +34,7 @@ import {
   AssetResponse,
   BenchmarkMarketDataDetailsResponse,
   BenchmarkResponse,
+  CreateActivityResponse,
   CreateStripeCheckoutSessionResponse,
   DataProviderHealthResponse,
   DataProviderHistoricalResponse,
@@ -873,7 +874,7 @@ export class DataService {
   }
 
   public postActivity(aOrder: CreateOrderDto) {
-    return this.http.post<Order>('/api/v1/activities', aOrder);
+    return this.http.post<CreateActivityResponse>('/api/v1/activities', aOrder);
   }
 
   public postApiKey() {