Setup draft tag

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

@@ -172,7 +172,7 @@ export class AccountService {
     tagIds?: string[];
     userId: string;
   }): Promise<Account> {
-    await this.tagService.validateTagIds({ tagIds, userId });
+    await this.tagService.validateTagIdsForAccount({ tagIds, userId });
 
     const account = await this.prismaService.account.create({
       data: {
@@ -317,7 +317,7 @@ export class AccountService {
     userId: string;
     where: Prisma.AccountWhereUniqueInput;
   }): Promise<Account> {
-    await this.tagService.validateTagIds({ tagIds, userId });
+    await this.tagService.validateTagIdsForAccount({ tagIds, userId });
 
     const account = await this.prismaService.account.update({
       data: {

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

@@ -7,6 +7,7 @@ import {
   isAccountBalanceInFuture,
   WHERE_ACCOUNT_NOT_EXCLUDED
 } from '@ghostfolio/api/helper/account.helper';
+import { isDraftTagToBeAssigned } from '@ghostfolio/api/helper/activity.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';
@@ -21,6 +22,7 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_JOB_NAME,
   GATHER_ASSET_PROFILE_PROCESS_JOB_OPTIONS,
   NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import {
@@ -265,13 +267,20 @@ export class ActivitiesService {
       ? false
       : isAfter(data.date as Date, endOfToday());
 
+    const tagsToConnect = isDraftTagToBeAssigned({
+      date: data.date as Date,
+      type: data.type
+    })
+      ? uniqBy([...tags, { id: TAG_ID_DRAFT }], 'id')
+      : tags;
+
     const activity = await this.prismaService.order.create({
       data: {
         ...orderData,
         account,
         isDraft,
         tags: {
-          connect: tags
+          connect: tagsToConnect
         }
       },
       include: { SymbolProfile: true }
@@ -1014,13 +1023,26 @@ export class ActivitiesService {
     delete data.symbol;
     delete data.tags;
 
+    const storedActivity = await this.prismaService.order.findUnique({
+      where,
+      select: { date: true }
+    });
+
+    const tagsToSet = isDraftTagToBeAssigned({
+      date: data.date as Date,
+      storedDate: storedActivity?.date,
+      type: data.type
+    })
+      ? uniqBy([...tags, { id: TAG_ID_DRAFT }], 'id')
+      : tags;
+
     const activity = await this.prismaService.order.update({
       where,
       data: {
         ...data,
         isDraft,
         tags: {
-          set: tags
+          set: tagsToSet
         }
       }
     });

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

@@ -35,6 +35,7 @@ import {
   PROPERTY_MAX_DAILY_REQUESTS,
   PROPERTY_REFERRAL_PARTNERS,
   PROPERTY_SYSTEM_MESSAGE,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   THROTTLE_DAILY_KEY,
   THROTTLE_DAILY_TTL
@@ -195,7 +196,7 @@ export class UserService {
       subscription.type === SubscriptionType.Basic
     ) {
       tags = tags.filter(({ id }) => {
-        return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
+        return [TAG_ID_DRAFT, TAG_ID_EXCLUDE_FROM_ANALYSIS].includes(id);
       });
     }
 

apps/api/src/helper/activity.helper.ts

@@ -0,0 +1,32 @@
+import { Type as ActivityType } from '@prisma/client';
+import { endOfToday, isAfter } from 'date-fns';
+
+const ACTIVITY_TYPES_NEVER_DRAFT: ActivityType[] = [
+  'FEE',
+  'INTEREST',
+  'LIABILITY'
+];
+
+export function isDraftTagToBeAssigned({
+  date,
+  endOfTodayDate = endOfToday(),
+  storedDate,
+  type
+}: {
+  date: Date;
+  endOfTodayDate?: Date;
+  storedDate?: Date;
+  type: ActivityType;
+}) {
+  if (ACTIVITY_TYPES_NEVER_DRAFT.includes(type)) {
+    return false;
+  }
+
+  if (!isAfter(date, endOfTodayDate)) {
+    return false;
+  }
+
+  // Assign only when the date newly moves into the future, so that a tag the
+  // user has removed is not restored by an unrelated change
+  return storedDate ? !isAfter(storedDate, endOfTodayDate) : true;
+}

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

@@ -1,4 +1,5 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { TAG_ID_DRAFT } from '@ghostfolio/common/config';
 
 import { HttpException, Injectable } from '@nestjs/common';
 import { Prisma, Tag } from '@prisma/client';
@@ -160,4 +161,23 @@ export class TagService {
       );
     }
   }
+
+  public async validateTagIdsForAccount({
+    tagIds,
+    userId
+  }: {
+    tagIds: string[];
+    userId: string;
+  }) {
+    // The "DRAFT" tag qualifies an individual activity and cannot be assigned
+    // to an account
+    if (tagIds?.includes(TAG_ID_DRAFT)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    return this.validateTagIds({ tagIds, userId });
+  }
 }

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

@@ -1,4 +1,5 @@
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { TAG_ID_DRAFT } from '@ghostfolio/common/config';
 import { CreateAccountDto, UpdateAccountDto } from '@ghostfolio/common/dtos';
 import { getStringOrNull } from '@ghostfolio/common/helper';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -92,7 +93,13 @@ export class GfCreateOrUpdateAccountDialogComponent {
     );
 
     this.tagsAvailable =
-      this.data.user?.tags?.map((tag) => {
+      this.data.user?.tags
+        ?.filter(({ id }) => {
+          // The "DRAFT" tag qualifies an individual activity and cannot be
+          // assigned to an account
+          return id !== TAG_ID_DRAFT;
+        })
+        .map((tag) => {
           return {
             ...tag,
             name: translate(tag.name)

libs/common/src/lib/config.ts

@@ -343,12 +343,14 @@ export const SUPPORTED_LANGUAGE_CODES = [
 ] as const;
 
 export const TAG_ID_DEMO = 'efa08cb3-9b9d-4974-ac68-db13a19c4874';
+export const TAG_ID_DRAFT = '0c077abd-eca2-4cbb-818c-6cefbf2d169a';
 export const TAG_ID_EMERGENCY_FUND = '4452656d-9fa4-4bd0-ba38-70492e31d180';
 export const TAG_ID_EXCLUDE_FROM_ANALYSIS =
   'f2e868af-8333-459f-b161-cbc6544c24bd';
 
 export const TAG_IDS_SYSTEM = [
   TAG_ID_DEMO,
+  TAG_ID_DRAFT,
   TAG_ID_EMERGENCY_FUND,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 ];

libs/common/src/lib/helper.ts

@@ -43,6 +43,7 @@ import {
   ghostfolioFearAndGreedIndexSymbolStocks,
   ghostfolioPrefix,
   SEARCH_QUERY_MINIMUM_LENGTH,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   TAG_IDS_SYSTEM
 } from './config';
@@ -537,6 +538,14 @@ export function isDerivedCurrency(aCurrency: string) {
   });
 }
 
+export function isDraftActivity(activity?: { tags?: { id: string }[] }) {
+  return (
+    activity?.tags?.some(({ id }) => {
+      return id === TAG_ID_DRAFT;
+    }) === true
+  );
+}
+
 export function isRootCurrency(aCurrency: string) {
   if (aCurrency === 'USD') {
     return true;

libs/ui/src/lib/i18n.ts

@@ -18,6 +18,7 @@ const locales = {
   DATA_IMPORT_AND_EXPORT_TOOLTIP_BASIC: $localize`Switch to Ghostfolio Premium or Ghostfolio Open Source easily`,
   DATA_IMPORT_AND_EXPORT_TOOLTIP_OSS: $localize`Switch to Ghostfolio Premium easily`,
   DATA_SOURCE: $localize`Data Source`,
+  DRAFT: $localize`Draft`,
   EMERGENCY_FUND: $localize`Emergency Fund`,
   EXCLUDE_FROM_ANALYSIS: $localize`Exclude from Analysis`,
   Global: $localize`Global`,

prisma/migrations/20260805130140_added_draft_tag_to_order/migration.sql

@@ -0,0 +1,13 @@
+-- Create the "DRAFT" tag if it does not exist yet
+INSERT INTO "Tag" ("id", "name")
+VALUES ('0c077abd-eca2-4cbb-818c-6cefbf2d169a', 'DRAFT')
+ON CONFLICT DO NOTHING;
+
+-- Migrate activities with "isDraft" to the "DRAFT" tag
+INSERT INTO "_OrderToTag" ("A", "B")
+SELECT
+  "id",
+  '0c077abd-eca2-4cbb-818c-6cefbf2d169a'
+FROM "Order"
+WHERE "isDraft" = true
+ON CONFLICT DO NOTHING;

prisma/seed.mts

@@ -10,6 +10,10 @@ const prisma = new PrismaClient({ adapter });
 async function main() {
   await prisma.tag.createMany({
     data: [
+      {
+        id: '0c077abd-eca2-4cbb-818c-6cefbf2d169a',
+        name: 'DRAFT'
+      },
       {
         id: '4452656d-9fa4-4bd0-ba38-70492e31d180',
         name: 'EMERGENCY_FUND'