Merge branch 'main' into bugfix/update-account-balance-of-activity-without-account

CHANGELOG.md

@@ -7,18 +7,32 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Changed
+
+- Upgraded `fuse.js` from version `7.3.0` to `7.5.0`
+
+### Fixed
+
+- Resolved an exception in the `POST api/v1/order` endpoint when creating an activity with the update account balance option but without an account
+
+## 3.33.0 - 2026-07-25
+
 ### Added
 
 - Added the stack trace logging for `MaxListenersExceededWarning` occurrences
 
 ### Changed
 
+- Moved the support to create custom tags from experimental to general availability
+- Recomputed the portfolio snapshot calculation in the background on a portfolio change
+- Improved the deduplication of the portfolio snapshot calculation jobs by considering the filters
 - Refactored the deprecated animation providers (`provideAnimations()` and `provideNoopAnimations()`)
+- Improved the language localization for German (`de`)
 - Improved the language localization for Polish (`pl`)
 
 ### Fixed
 
-- Resolved an exception in the `POST api/v1/order` endpoint when creating an activity with the update account balance option but without an account
+- Fixed an issue with the localization in the _FIRE_ page
 - Improved the spacing in the testimonial section on the landing page
 
 ## 3.32.0 - 2026-07-22

apps/api/src/app/portfolio/calculator/portfolio-calculator.ts

@@ -1097,15 +1097,18 @@ export abstract class PortfolioCalculator {
 
     let cachedPortfolioSnapshot: PortfolioSnapshot;
     let isCachedPortfolioSnapshotExpired = false;
-    const jobId = this.userId;
+    const portfolioSnapshotKey = this.redisCacheService.getPortfolioSnapshotKey(
+      {
+        filters: this.filters,
+        userId: this.userId
+      }
+    );
+
+    const jobId = portfolioSnapshotKey;
 
     try {
-      const cachedPortfolioSnapshotValue = await this.redisCacheService.get(
-        this.redisCacheService.getPortfolioSnapshotKey({
-          filters: this.filters,
-          userId: this.userId
-        })
-      );
+      const cachedPortfolioSnapshotValue =
+        await this.redisCacheService.get(portfolioSnapshotKey);
 
       const { expiration, portfolioSnapshot }: PortfolioSnapshotValue =
         JSON.parse(cachedPortfolioSnapshotValue);

apps/api/src/events/events.module.ts

@@ -1,9 +1,12 @@
 import { ActivitiesModule } from '@ghostfolio/api/app/activities/activities.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
+import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { DataGatheringQueueModule } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.module';
+import { PortfolioSnapshotQueueModule } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.module';
 
 import { Module } from '@nestjs/common';
 
@@ -13,11 +16,14 @@ import { PortfolioChangedListener } from './portfolio-changed.listener';
 @Module({
   imports: [
     ActivitiesModule,
+    ApiModule,
     ConfigurationModule,
     DataGatheringQueueModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    RedisCacheModule
+    PortfolioSnapshotQueueModule,
+    RedisCacheModule,
+    UserModule
   ],
   providers: [AssetProfileChangedListener, PortfolioChangedListener]
 })

apps/api/src/events/portfolio-changed.listener.ts

@@ -1,4 +1,12 @@
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { UserService } from '@ghostfolio/api/app/user/user.service';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
+import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
+import {
+  PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE_PRIORITY_LOW,
+  PORTFOLIO_SNAPSHOT_PROCESS_JOB_NAME,
+  PORTFOLIO_SNAPSHOT_PROCESS_JOB_OPTIONS
+} from '@ghostfolio/common/config';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { OnEvent } from '@nestjs/event-emitter';
@@ -14,7 +22,12 @@ export class PortfolioChangedListener {
 
   private debounceTimers = new Map<string, NodeJS.Timeout>();
 
-  public constructor(private readonly redisCacheService: RedisCacheService) {}
+  public constructor(
+    private readonly apiService: ApiService,
+    private readonly portfolioSnapshotService: PortfolioSnapshotService,
+    private readonly redisCacheService: RedisCacheService,
+    private readonly userService: UserService
+  ) {}
 
   @OnEvent(PortfolioChangedEvent.getName())
   handlePortfolioChangedEvent(event: PortfolioChangedEvent) {
@@ -39,6 +52,44 @@ export class PortfolioChangedListener {
   private async processPortfolioChanged({ userId }: { userId: string }) {
     this.logger.log(`Portfolio of user '${userId}' has changed`);
 
-    await this.redisCacheService.removePortfolioSnapshotsByUserId({ userId });
+    try {
+      await this.redisCacheService.removePortfolioSnapshotsByUserId({ userId });
+
+      const user = await this.userService.user({ id: userId });
+
+      if (!user) {
+        return;
+      }
+
+      const userSettings = user.settings.settings;
+
+      const filters = this.apiService.buildFiltersFromUserSettings({
+        userSettings
+      });
+
+      // Recompute in the background to avoid a cold start on the next request
+      await this.portfolioSnapshotService.addJobToQueue({
+        data: {
+          filters,
+          userId,
+          calculationType: userSettings.performanceCalculationType,
+          userCurrency: userSettings.baseCurrency
+        },
+        name: PORTFOLIO_SNAPSHOT_PROCESS_JOB_NAME,
+        opts: {
+          ...PORTFOLIO_SNAPSHOT_PROCESS_JOB_OPTIONS,
+          jobId: this.redisCacheService.getPortfolioSnapshotKey({
+            filters,
+            userId
+          }),
+          priority: PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE_PRIORITY_LOW
+        }
+      });
+    } catch (error) {
+      this.logger.error(
+        `Portfolio snapshot of user '${userId}' could not be recomputed`,
+        error
+      );
+    }
   }
 }

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

@@ -1,4 +1,4 @@
-import { Filter } from '@ghostfolio/common/interfaces';
+import { Filter, UserSettings } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
 
@@ -89,4 +89,18 @@ export class ApiService {
 
     return filters;
   }
+
+  public buildFiltersFromUserSettings({
+    userSettings
+  }: {
+    userSettings: UserSettings;
+  }): Filter[] {
+    return this.buildFiltersFromQueryParams({
+      filterByAccounts: userSettings?.['filters.accounts']?.[0],
+      filterByAssetClasses: userSettings?.['filters.assetClasses']?.[0],
+      filterByDataSource: userSettings?.['filters.dataSource'],
+      filterBySymbol: userSettings?.['filters.symbol'],
+      filterByTags: userSettings?.['filters.tags']?.[0]
+    });
+  }
 }

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

@@ -581,9 +581,10 @@ export class GfHoldingDetailDialogComponent implements OnInit {
         if (state?.user) {
           this.user = state.user;
 
-          this.hasPermissionToCreateOwnTag =
-            hasPermission(this.user.permissions, permissions.createOwnTag) &&
-            (this.user?.settings?.isExperimentalFeatures ?? false);
+          this.hasPermissionToCreateOwnTag = hasPermission(
+            this.user?.permissions,
+            permissions.createOwnTag
+          );
 
           this.tagsAvailable =
             this.user?.tags?.map((tag) => {

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

@@ -65,7 +65,7 @@ export class GfCreateOrUpdateAccountDialogComponent {
   protected accountForm: FormGroup;
   protected currencies: string[] = [];
   protected filteredPlatforms: Observable<Platform[]> | undefined;
-  protected hasPermissionToCreateOwnTag: boolean | undefined;
+  protected hasPermissionToCreateOwnTag: boolean;
   protected platforms: Platform[] = [];
   protected tagsAvailable: Tag[] = [];
 
@@ -82,9 +82,10 @@ export class GfCreateOrUpdateAccountDialogComponent {
     const { currencies } = this.dataService.fetchInfo();
     this.currencies = currencies;
 
-    this.hasPermissionToCreateOwnTag =
-      this.data.user?.settings?.isExperimentalFeatures &&
-      hasPermission(this.data.user?.permissions, permissions.createOwnTag);
+    this.hasPermissionToCreateOwnTag = hasPermission(
+      this.data.user?.permissions,
+      permissions.createOwnTag
+    );
 
     this.tagsAvailable = [
       ...(this.data.user?.tags ?? []),

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

@@ -92,7 +92,7 @@ export class GfCreateOrUpdateActivityDialogComponent {
   protected currentMarketPrice: number | null = null;
   protected defaultDateFormat: string;
   protected defaultLookupItems: LookupItem[] = [];
-  protected hasPermissionToCreateOwnTag: boolean | undefined;
+  protected hasPermissionToCreateOwnTag: boolean;
   protected isLoading = false;
   protected readonly isToday = isToday;
   protected mode: 'create' | 'update';
@@ -120,9 +120,10 @@ export class GfCreateOrUpdateActivityDialogComponent {
 
   public ngOnInit() {
     this.currencyOfAssetProfile = this.data.activity?.assetProfile?.currency;
-    this.hasPermissionToCreateOwnTag =
-      this.data.user?.settings?.isExperimentalFeatures &&
-      hasPermission(this.data.user?.permissions, permissions.createOwnTag);
+    this.hasPermissionToCreateOwnTag = hasPermission(
+      this.data.user?.permissions,
+      permissions.createOwnTag
+    );
     this.locale = this.data.user.settings.locale ?? DEFAULT_LOCALE;
     this.mode = this.data.activity?.id ? 'update' : 'create';
 

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

@@ -1,6 +1,7 @@
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { SubscriptionType } from '@ghostfolio/common/enums';
+import { formatMonthAndYear } from '@ghostfolio/common/helper';
 import {
   FireCalculationCompleteEvent,
   FireWealth,
@@ -77,6 +78,20 @@ export class GfFirePageComponent implements OnInit {
   );
   private readonly userService = inject(UserService);
 
+  protected get retirementDateLabel(): string {
+    const retirementDate =
+      this.user?.settings?.retirementDate ?? this.retirementDate;
+
+    if (!retirementDate) {
+      return '';
+    }
+
+    return formatMonthAndYear({
+      date: new Date(retirementDate),
+      locale: this.user?.settings?.locale
+    });
+  }
+
   public ngOnInit() {
     this.isLoading = true;
 

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

@@ -66,47 +66,38 @@
       <div [class.text-muted]="user?.subscription?.type === 'Basic'">
         <div class="mb-2">
           <ng-container i18n
-            >If you retire today, you would be able to withdraw</ng-container
-          >
-          <ng-container>&nbsp;</ng-container>
-          <span class="font-weight-bold"
-            ><gf-value
-              class="d-inline-block"
-              [isCurrency]="true"
-              [locale]="user?.settings?.locale"
-              [unit]="user?.settings?.baseCurrency"
-              [value]="withdrawalRatePerYear?.toNumber()"
-            />
-            <ng-container>&nbsp;</ng-container>
-            <ng-container i18n>per year</ng-container></span
-          >
-          <ng-container>&nbsp;</ng-container>
-          <ng-container i18n>or</ng-container>
-          <ng-container>&nbsp;</ng-container>
-          <span class="font-weight-bold"
-            ><gf-value
-              class="d-inline-block"
-              [isCurrency]="true"
-              [locale]="user?.settings?.locale"
-              [unit]="user?.settings?.baseCurrency"
-              [value]="withdrawalRatePerMonth?.toNumber()"
-            />
-            <ng-container>&nbsp;</ng-container>
-            <ng-container i18n>per month</ng-container></span
+            >If you retire today, you would be able to withdraw
+            <span class="font-weight-bold"
+              ><gf-value
+                class="d-inline-block"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="withdrawalRatePerYear?.toNumber()"
+              />
+              per year</span
+            >
+            or
+            <span class="font-weight-bold"
+              ><gf-value
+                class="d-inline-block"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="withdrawalRatePerMonth?.toNumber()"
+              />
+              per month</span
+            >, based on your total assets of
+            <span class="font-weight-bold"
+              ><gf-value
+                class="d-inline-block"
+                [isCurrency]="true"
+                [locale]="user?.settings?.locale"
+                [unit]="user?.settings?.baseCurrency"
+                [value]="fireWealth?.today.valueInBaseCurrency"
+            /></span>
+            and a safe withdrawal rate (SWR) of</ng-container
           >
-          <ng-container i18n>, based on your total assets of</ng-container>
-          <ng-container>&nbsp;</ng-container>
-          <span class="font-weight-bold"
-            ><gf-value
-              class="d-inline-block"
-              [isCurrency]="true"
-              [locale]="user?.settings?.locale"
-              [unit]="user?.settings?.baseCurrency"
-              [value]="fireWealth?.today.valueInBaseCurrency"
-            />
-          </span>
-          <ng-container>&nbsp;</ng-container>
-          <ng-container i18n>and a safe withdrawal rate (SWR) of</ng-container>
           @if (
             !hasImpersonationId &&
             hasPermissionToUpdateUserSettings &&
@@ -137,53 +128,40 @@
 
         @if (user?.settings?.isExperimentalFeatures) {
           <div>
-            <ng-container i18n>By</ng-container>
-            <ng-container>&nbsp;</ng-container>
-            <span class="font-weight-bold">{{
-              user?.settings?.retirementDate ?? retirementDate
-                | date: 'MMMM yyyy'
-            }}</span>
-            <ng-container i18n="@@page.fire.projected.1">,</ng-container>
-            <ng-container>&nbsp;</ng-container>
-            <ng-container i18n>this is projected to increase to</ng-container>
-            <ng-container>&nbsp;</ng-container>
-            <span class="font-weight-bold"
-              ><gf-value
-                class="d-inline-block"
-                [isCurrency]="true"
-                [locale]="user?.settings?.locale"
-                [unit]="user?.settings?.baseCurrency"
-                [value]="withdrawalRatePerYearProjected?.toNumber()"
-              />
-              <ng-container>&nbsp;</ng-container>
-              <ng-container i18n>per year</ng-container></span
+            <ng-container i18n
+              >By <span class="font-weight-bold">{{ retirementDateLabel }}</span
+              >, this is projected to increase to
+              <span class="font-weight-bold"
+                ><gf-value
+                  class="d-inline-block"
+                  [isCurrency]="true"
+                  [locale]="user?.settings?.locale"
+                  [unit]="user?.settings?.baseCurrency"
+                  [value]="withdrawalRatePerYearProjected?.toNumber()"
+                />
+                per year</span
+              >
+              or
+              <span class="font-weight-bold"
+                ><gf-value
+                  class="d-inline-block"
+                  [isCurrency]="true"
+                  [locale]="user?.settings?.locale"
+                  [unit]="user?.settings?.baseCurrency"
+                  [value]="withdrawalRatePerMonthProjected?.toNumber()"
+                />
+                per month</span
+              >, assuming a
+              <span class="font-weight-bold"
+                ><gf-value
+                  class="d-inline-block"
+                  [isPercent]="true"
+                  [locale]="user?.settings?.locale"
+                  [precision]="2"
+                  [value]="user?.settings?.annualInterestRate / 100"
+              /></span>
+              annual interest rate.</ng-container
             >
-            <ng-container>&nbsp;</ng-container>
-            <ng-container i18n>or</ng-container>
-            <ng-container>&nbsp;</ng-container>
-            <span class="font-weight-bold"
-              ><gf-value
-                class="d-inline-block"
-                [isCurrency]="true"
-                [locale]="user?.settings?.locale"
-                [unit]="user?.settings?.baseCurrency"
-                [value]="withdrawalRatePerMonthProjected?.toNumber()"
-              />
-              <ng-container>&nbsp;</ng-container>
-              <ng-container i18n>per month</ng-container></span
-            >
-            <ng-container i18n>, assuming a</ng-container>
-            <ng-container>&nbsp;</ng-container>
-            <span class="font-weight-bold"
-              ><gf-value
-                class="d-inline-block"
-                [isPercent]="true"
-                [locale]="user?.settings?.locale"
-                [precision]="2"
-                [value]="user?.settings?.annualInterestRate / 100"
-            /></span>
-            <ng-container>&nbsp;</ng-container>
-            <ng-container i18n>annual interest rate</ng-container>.
           </div>
         }
       </div>

libs/common/src/lib/helper.ts

@@ -233,6 +233,19 @@ export function extractNumberFromString({
   }
 }
 
+export function formatMonthAndYear({
+  date,
+  locale
+}: {
+  date: Date;
+  locale?: string;
+}) {
+  return new Intl.DateTimeFormat(locale, {
+    month: 'long',
+    year: 'numeric'
+  }).format(date);
+}
+
 export function getAllActivityTypes(): ActivityType[] {
   return Object.values(ActivityType);
 }

libs/ui/src/lib/fire-calculator/fire-calculator.component.html

@@ -30,11 +30,7 @@
 
         <mat-form-field appearance="outline" class="w-100">
           <mat-label i18n>Retirement Date</mat-label>
-          <div>
-            {{
-              calculatorForm.get('retirementDate')?.value | date: 'MMMM yyyy'
-            }}
-          </div>
+          <div>{{ retirementDateLabel }}</div>
           <input
             class="d-none"
             formControlName="retirementDate"

libs/ui/src/lib/fire-calculator/fire-calculator.component.ts

@@ -3,7 +3,7 @@ import {
   transformTickToAbbreviation
 } from '@ghostfolio/common/chart-helper';
 import { primaryColorRgb } from '@ghostfolio/common/config';
-import { getLocale } from '@ghostfolio/common/helper';
+import { formatMonthAndYear, getLocale } from '@ghostfolio/common/helper';
 import { FireCalculationCompleteEvent } from '@ghostfolio/common/interfaces';
 import { ColorScheme } from '@ghostfolio/common/types';
 
@@ -208,6 +208,19 @@ export class GfFireCalculatorComponent implements OnChanges, OnDestroy {
       });
   }
 
+  protected get retirementDateLabel(): string {
+    const retirementDate = this.calculatorForm.get('retirementDate')?.value;
+
+    if (!retirementDate) {
+      return '';
+    }
+
+    return formatMonthAndYear({
+      date: retirementDate,
+      locale: this.locale
+    });
+  }
+
   public ngOnChanges() {
     if (isNumber(this.fireWealth) && this.fireWealth >= 0) {
       this.calculatorForm.setValue(

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "3.32.0",
+  "version": "3.33.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "3.32.0",
+      "version": "3.33.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {
@@ -70,7 +70,7 @@
         "dotenv-expand": "12.0.3",
         "envalid": "8.2.0",
         "fast-redact": "3.5.0",
-        "fuse.js": "7.3.0",
+        "fuse.js": "7.5.0",
         "google-spreadsheet": "3.2.0",
         "helmet": "8.2.0",
         "http-status-codes": "2.3.0",
@@ -21313,9 +21313,9 @@
       }
     },
     "node_modules/fuse.js": {
-      "version": "7.3.0",
-      "resolved": "https://registry.npmjs.org/fuse.js/-/fuse.js-7.3.0.tgz",
-      "integrity": "sha512-plz8RVjfcDedTGfVngWH1jmJvBvAwi1v2jecfDerbEnMcmOYUEEwKFTHbNoCiYyzaK2Ws8lABkTCcRSqCY1q4w==",
+      "version": "7.5.0",
+      "resolved": "https://registry.npmjs.org/fuse.js/-/fuse.js-7.5.0.tgz",
+      "integrity": "sha512-sQtrEfA+ez/3G0cCZecF70oqpCRttCexYUG4mUrtWL49ULUzUyxokt5kyqwtKzj1270RaKih+hcP3qLcumccow==",
       "license": "Apache-2.0",
       "engines": {
         "node": ">=10"

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "3.32.0",
+  "version": "3.33.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -114,7 +114,7 @@
     "dotenv-expand": "12.0.3",
     "envalid": "8.2.0",
     "fast-redact": "3.5.0",
-    "fuse.js": "7.3.0",
+    "fuse.js": "7.5.0",
     "google-spreadsheet": "3.2.0",
     "helmet": "8.2.0",
     "http-status-codes": "2.3.0",