mirror of https://github.com/ghostfolio/ghostfolio
vitalymatyushik
2 weeks ago
committed by
GitHub
GitHub
933 changed files with 135084 additions and 81754 deletions
@ -1,157 +0,0 @@ |
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{ |
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"root": true, |
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"ignorePatterns": ["**/*"], |
|
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"plugins": ["@nx"], |
|
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"overrides": [ |
|
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{ |
|
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"files": ["*.ts", "*.tsx", "*.js", "*.jsx"], |
|
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"rules": { |
|
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"@nx/enforce-module-boundaries": [ |
|
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"warn", |
|
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{ |
|
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"enforceBuildableLibDependency": true, |
|
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"allow": [], |
|
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"depConstraints": [ |
|
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{ |
|
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"sourceTag": "*", |
|
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"onlyDependOnLibsWithTags": ["*"] |
|
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} |
|
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] |
|
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} |
|
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], |
|
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"@typescript-eslint/no-extra-semi": "error", |
|
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"no-extra-semi": "off" |
|
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} |
|
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}, |
|
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{ |
|
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"files": ["*.ts", "*.tsx"], |
|
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"extends": ["plugin:@nx/typescript"] |
|
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}, |
|
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{ |
|
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"files": ["*.js", "*.jsx"], |
|
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"extends": ["plugin:@nx/javascript"] |
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}, |
|
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{ |
|
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"files": ["*.ts"], |
|
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"plugins": ["eslint-plugin-import", "@typescript-eslint"], |
|
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"extends": [ |
|
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"plugin:@typescript-eslint/recommended-type-checked", |
|
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"plugin:@typescript-eslint/stylistic-type-checked" |
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], |
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"rules": { |
|
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"@typescript-eslint/dot-notation": "off", |
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"@typescript-eslint/explicit-member-accessibility": [ |
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"off", |
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{ |
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"accessibility": "explicit" |
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} |
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], |
|
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"@typescript-eslint/member-ordering": "warn", |
|
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"@typescript-eslint/naming-convention": [ |
|
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"off", |
|
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{ |
|
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"selector": "default", |
|
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"format": ["camelCase"], |
|
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"leadingUnderscore": "allow", |
|
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"trailingUnderscore": "allow" |
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}, |
|
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{ |
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"selector": ["variable", "classProperty", "typeProperty"], |
|
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"format": ["camelCase", "UPPER_CASE"], |
|
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"leadingUnderscore": "allow", |
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"trailingUnderscore": "allow" |
|
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}, |
|
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{ |
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"selector": "objectLiteralProperty", |
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"format": null |
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}, |
|
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{ |
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"selector": "enumMember", |
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"format": ["camelCase", "UPPER_CASE", "PascalCase"] |
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}, |
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{ |
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"selector": "typeLike", |
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"format": ["PascalCase"] |
|
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} |
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], |
|
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"@typescript-eslint/no-empty-interface": "warn", |
|
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"@typescript-eslint/no-inferrable-types": [ |
|
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"warn", |
|
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{ |
|
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"ignoreParameters": true |
|
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} |
|
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], |
|
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"@typescript-eslint/no-non-null-assertion": "warn", |
|
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"@typescript-eslint/no-shadow": [ |
|
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"warn", |
|
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{ |
|
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"hoist": "all" |
|
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} |
|
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], |
|
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"@typescript-eslint/unified-signatures": "error", |
|
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"@typescript-eslint/no-loss-of-precision": "warn", |
|
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"@typescript-eslint/no-var-requires": "warn", |
|
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"@typescript-eslint/ban-types": "warn", |
|
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"arrow-body-style": "off", |
|
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"constructor-super": "error", |
|
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"eqeqeq": ["error", "smart"], |
|
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"guard-for-in": "warn", |
|
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"id-blacklist": "off", |
|
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"id-match": "off", |
|
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"import/no-deprecated": "warn", |
|
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"no-bitwise": "error", |
|
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"no-caller": "error", |
|
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"no-debugger": "error", |
|
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"no-empty": "off", |
|
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"no-eval": "error", |
|
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"no-fallthrough": "error", |
|
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"no-new-wrappers": "error", |
|
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"no-restricted-imports": ["error", "rxjs/Rx"], |
|
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"no-undef-init": "error", |
|
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"no-underscore-dangle": "off", |
|
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"no-var": "error", |
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"radix": "error", |
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"no-unsafe-optional-chaining": "warn", |
|
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"no-extra-boolean-cast": "warn", |
|
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"no-empty-pattern": "warn", |
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"no-useless-catch": "warn", |
|
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"no-unsafe-finally": "warn", |
|
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"no-prototype-builtins": "warn", |
|
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"no-async-promise-executor": "warn", |
|
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"no-constant-condition": "warn", |
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|
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// The following rules are part of @typescript-eslint/recommended-type-checked |
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// and can be remove once solved |
|
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"@typescript-eslint/await-thenable": "warn", |
|
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"@typescript-eslint/ban-ts-comment": "warn", |
|
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"@typescript-eslint/no-base-to-string": "warn", |
|
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"@typescript-eslint/no-explicit-any": "warn", |
|
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"@typescript-eslint/no-floating-promises": "warn", |
|
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"@typescript-eslint/no-misused-promises": "warn", |
|
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"@typescript-eslint/no-redundant-type-constituents": "warn", |
|
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"@typescript-eslint/no-unnecessary-type-assertion": "warn", |
|
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"@typescript-eslint/no-unsafe-argument": "warn", |
|
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"@typescript-eslint/no-unsafe-assignment": "warn", |
|
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"@typescript-eslint/no-unsafe-enum-comparison": "warn", |
|
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"@typescript-eslint/no-unsafe-member-access": "warn", |
|
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"@typescript-eslint/no-unsafe-return": "warn", |
|
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"@typescript-eslint/no-unsafe-call": "warn", |
|
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"@typescript-eslint/require-await": "warn", |
|
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"@typescript-eslint/restrict-template-expressions": "warn", |
|
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"@typescript-eslint/unbound-method": "warn", |
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// The following rules are part of @typescript-eslint/stylistic-type-checked |
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// and can be remove once solved |
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"@typescript-eslint/consistent-type-definitions": "warn", |
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"@typescript-eslint/prefer-function-type": "warn", |
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"@typescript-eslint/no-empty-function": "warn", |
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"@typescript-eslint/prefer-nullish-coalescing": "warn", // TODO: Requires strictNullChecks: true |
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"@typescript-eslint/consistent-type-assertions": "warn", |
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"@typescript-eslint/prefer-optional-chain": "warn", |
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"@typescript-eslint/consistent-indexed-object-style": "warn", |
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"@typescript-eslint/consistent-generic-constructors": "warn" |
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} |
|
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} |
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], |
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"extends": ["plugin:storybook/recommended"] |
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} |
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@ -1 +1,2 @@ |
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custom: ['https://www.buymeacoffee.com/ghostfolio'] |
buy_me_a_coffee: ghostfolio |
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github: ghostfolio |
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@ -0,0 +1,40 @@ |
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name: Extract locales |
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on: |
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push: |
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branches: |
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- main |
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permissions: |
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contents: write |
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pull-requests: write |
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jobs: |
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extract_locales: |
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runs-on: ubuntu-latest |
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steps: |
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- name: Checkout code |
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uses: actions/checkout@v4 |
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with: |
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fetch-depth: 0 |
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- name: Install dependencies |
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run: npm ci |
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- name: Extract locales |
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run: npm run extract-locales |
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- name: Check changes |
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id: verify-changed-files |
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uses: tj-actions/verify-changed-files@v20 |
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- name: Create pull request |
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if: steps.verify-changed-files.outputs.files_changed == 'true' |
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uses: peter-evans/create-pull-request@v7 |
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with: |
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author: 'github-actions[bot] <github-actions[bot]@users.noreply.github.com>' |
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branch: 'feature/update-locales' |
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commit-message: 'Update locales' |
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delete-branch: true |
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title: 'Feature/update locales' |
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token: ${{ secrets.GITHUB_TOKEN }} |
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@ -1,6 +1,6 @@ |
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# Run linting and stop the commit process if any errors are found |
# Run linting and stop the commit process if any errors are found |
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# --quiet suppresses warnings (temporary until all warnings are fixed) |
# --quiet suppresses warnings (temporary until all warnings are fixed) |
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npm run lint --quiet || exit 1 |
npm run affected:lint --base=main --head=HEAD --parallel=2 --quiet || exit 1 |
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# Check formatting on modified and uncommitted files, stop the commit if issues are found |
# Check formatting on modified and uncommitted files, stop the commit if issues are found |
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npm run format:check --uncommitted || exit 1 |
npm run format:check --uncommitted || exit 1 |
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@ -1 +1 @@ |
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v20 |
v22 |
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File diff suppressed because it is too large
@ -0,0 +1,13 @@ |
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# Security Policy |
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## Reporting Security Issues |
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If you discover a security vulnerability in this repository, please report it to security[at]ghostfol.io. We will acknowledge your report and provide guidance on the next steps. |
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To help us resolve the issue, please include the following details: |
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- A description of the vulnerability |
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- Steps to reproduce the vulnerability |
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- Affected versions of the software |
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We appreciate your responsible disclosure and will work to address the issue promptly. |
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@ -1,22 +0,0 @@ |
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{ |
|
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"extends": "../../.eslintrc.json", |
|
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"ignorePatterns": ["!**/*"], |
|
||||
"rules": {}, |
|
||||
"overrides": [ |
|
||||
{ |
|
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"files": ["*.ts", "*.tsx", "*.js", "*.jsx"], |
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"parserOptions": { |
|
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"project": ["apps/api/tsconfig.*?.json"] |
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}, |
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"rules": {} |
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}, |
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{ |
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"files": ["*.ts", "*.tsx"], |
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"rules": {} |
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}, |
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{ |
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"files": ["*.js", "*.jsx"], |
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"rules": {} |
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} |
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] |
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} |
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@ -0,0 +1,31 @@ |
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const baseConfig = require('../../eslint.config.cjs'); |
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module.exports = [ |
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{ |
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ignores: ['**/dist'] |
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}, |
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...baseConfig, |
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{ |
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rules: {} |
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}, |
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{ |
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files: ['**/*.ts', '**/*.tsx', '**/*.js', '**/*.jsx'], |
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// Override or add rules here |
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rules: {}, |
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languageOptions: { |
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parserOptions: { |
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project: ['apps/api/tsconfig.*?.json'] |
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} |
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} |
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}, |
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{ |
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files: ['**/*.ts', '**/*.tsx'], |
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// Override or add rules here |
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rules: {} |
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}, |
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{ |
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files: ['**/*.js', '**/*.jsx'], |
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// Override or add rules here |
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rules: {} |
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} |
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]; |
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@ -0,0 +1,19 @@ |
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import { AccessPermission } from '@prisma/client'; |
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import { IsEnum, IsOptional, IsString, IsUUID } from 'class-validator'; |
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export class UpdateAccessDto { |
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@IsOptional() |
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@IsString() |
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alias?: string; |
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@IsOptional() |
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@IsUUID() |
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granteeUserId?: string; |
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@IsString() |
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id: string; |
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@IsEnum(AccessPermission, { each: true }) |
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@IsOptional() |
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permissions?: AccessPermission[]; |
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} |
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@ -0,0 +1,92 @@ |
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import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code'; |
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import { AssetClass, AssetSubClass, DataSource, Prisma } from '@prisma/client'; |
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import { |
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IsArray, |
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IsBoolean, |
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IsEnum, |
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IsObject, |
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IsOptional, |
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IsString, |
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IsUrl |
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} from 'class-validator'; |
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export class CreateAssetProfileDto { |
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@IsEnum(AssetClass, { each: true }) |
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@IsOptional() |
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assetClass?: AssetClass; |
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@IsEnum(AssetSubClass, { each: true }) |
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@IsOptional() |
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assetSubClass?: AssetSubClass; |
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@IsOptional() |
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@IsString() |
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comment?: string; |
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@IsArray() |
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@IsOptional() |
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countries?: Prisma.InputJsonArray; |
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@IsCurrencyCode() |
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currency: string; |
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@IsOptional() |
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@IsString() |
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cusip?: string; |
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@IsEnum(DataSource) |
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dataSource: DataSource; |
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@IsOptional() |
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@IsString() |
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figi?: string; |
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@IsOptional() |
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@IsString() |
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figiComposite?: string; |
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@IsOptional() |
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@IsString() |
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figiShareClass?: string; |
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@IsArray() |
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@IsOptional() |
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holdings?: Prisma.InputJsonArray; |
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@IsBoolean() |
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@IsOptional() |
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isActive?: boolean; |
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@IsOptional() |
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@IsString() |
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isin?: string; |
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@IsOptional() |
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@IsString() |
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name?: string; |
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|
||||
|
@IsObject() |
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|
@IsOptional() |
||||
|
scraperConfiguration?: Prisma.InputJsonObject; |
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|
|
||||
|
@IsArray() |
||||
|
@IsOptional() |
||||
|
sectors?: Prisma.InputJsonArray; |
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|
|
||||
|
@IsString() |
||||
|
symbol: string; |
||||
|
|
||||
|
@IsObject() |
||||
|
@IsOptional() |
||||
|
symbolMapping?: { |
||||
|
[dataProvider: string]: string; |
||||
|
}; |
||||
|
|
||||
|
@IsOptional() |
||||
|
@IsUrl({ |
||||
|
protocols: ['https'], |
||||
|
require_protocol: true |
||||
|
}) |
||||
|
url?: string; |
||||
|
} |
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@ -0,0 +1,70 @@ |
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import { UserService } from '@ghostfolio/api/app/user/user.service'; |
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import { ApiKeyService } from '@ghostfolio/api/services/api-key/api-key.service'; |
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|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service'; |
||||
|
import { HEADER_KEY_TOKEN } from '@ghostfolio/common/config'; |
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|
import { hasRole } from '@ghostfolio/common/permissions'; |
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|
|
||||
|
import { HttpException, Injectable } from '@nestjs/common'; |
||||
|
import { PassportStrategy } from '@nestjs/passport'; |
||||
|
import { StatusCodes, getReasonPhrase } from 'http-status-codes'; |
||||
|
import { HeaderAPIKeyStrategy } from 'passport-headerapikey'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class ApiKeyStrategy extends PassportStrategy( |
||||
|
HeaderAPIKeyStrategy, |
||||
|
'api-key' |
||||
|
) { |
||||
|
public constructor( |
||||
|
private readonly apiKeyService: ApiKeyService, |
||||
|
private readonly configurationService: ConfigurationService, |
||||
|
private readonly prismaService: PrismaService, |
||||
|
private readonly userService: UserService |
||||
|
) { |
||||
|
super({ header: HEADER_KEY_TOKEN, prefix: 'Api-Key ' }, false); |
||||
|
} |
||||
|
|
||||
|
public async validate(apiKey: string) { |
||||
|
const user = await this.validateApiKey(apiKey); |
||||
|
|
||||
|
if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) { |
||||
|
if (hasRole(user, 'INACTIVE')) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await this.prismaService.analytics.upsert({ |
||||
|
create: { user: { connect: { id: user.id } } }, |
||||
|
update: { |
||||
|
activityCount: { increment: 1 }, |
||||
|
lastRequestAt: new Date() |
||||
|
}, |
||||
|
where: { userId: user.id } |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
return user; |
||||
|
} |
||||
|
|
||||
|
private async validateApiKey(apiKey: string) { |
||||
|
if (!apiKey) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.UNAUTHORIZED), |
||||
|
StatusCodes.UNAUTHORIZED |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const { id } = await this.apiKeyService.getUserByApiKey(apiKey); |
||||
|
|
||||
|
return this.userService.user({ id }); |
||||
|
} catch { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.UNAUTHORIZED), |
||||
|
StatusCodes.UNAUTHORIZED |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,59 @@ |
|||||
|
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator'; |
||||
|
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'; |
||||
|
import { ApiService } from '@ghostfolio/api/services/api/api.service'; |
||||
|
import { AiPromptResponse } from '@ghostfolio/common/interfaces'; |
||||
|
import { permissions } from '@ghostfolio/common/permissions'; |
||||
|
import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { |
||||
|
Controller, |
||||
|
Get, |
||||
|
Inject, |
||||
|
Param, |
||||
|
Query, |
||||
|
UseGuards |
||||
|
} from '@nestjs/common'; |
||||
|
import { REQUEST } from '@nestjs/core'; |
||||
|
import { AuthGuard } from '@nestjs/passport'; |
||||
|
|
||||
|
import { AiService } from './ai.service'; |
||||
|
|
||||
|
@Controller('ai') |
||||
|
export class AiController { |
||||
|
public constructor( |
||||
|
private readonly aiService: AiService, |
||||
|
private readonly apiService: ApiService, |
||||
|
@Inject(REQUEST) private readonly request: RequestWithUser |
||||
|
) {} |
||||
|
|
||||
|
@Get('prompt/:mode') |
||||
|
@HasPermission(permissions.readAiPrompt) |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
public async getPrompt( |
||||
|
@Param('mode') mode: AiPromptMode, |
||||
|
@Query('accounts') filterByAccounts?: string, |
||||
|
@Query('assetClasses') filterByAssetClasses?: string, |
||||
|
@Query('dataSource') filterByDataSource?: string, |
||||
|
@Query('symbol') filterBySymbol?: string, |
||||
|
@Query('tags') filterByTags?: string |
||||
|
): Promise<AiPromptResponse> { |
||||
|
const filters = this.apiService.buildFiltersFromQueryParams({ |
||||
|
filterByAccounts, |
||||
|
filterByAssetClasses, |
||||
|
filterByDataSource, |
||||
|
filterBySymbol, |
||||
|
filterByTags |
||||
|
}); |
||||
|
|
||||
|
const prompt = await this.aiService.getPrompt({ |
||||
|
filters, |
||||
|
mode, |
||||
|
impersonationId: undefined, |
||||
|
languageCode: this.request.user.settings.settings.language, |
||||
|
userCurrency: this.request.user.settings.settings.baseCurrency, |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return { prompt }; |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,59 @@ |
|||||
|
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service'; |
||||
|
import { AccountService } from '@ghostfolio/api/app/account/account.service'; |
||||
|
import { OrderModule } from '@ghostfolio/api/app/order/order.module'; |
||||
|
import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; |
||||
|
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; |
||||
|
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
||||
|
import { RulesService } from '@ghostfolio/api/app/portfolio/rules.service'; |
||||
|
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 { BenchmarkModule } from '@ghostfolio/api/services/benchmark/benchmark.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 { I18nModule } from '@ghostfolio/api/services/i18n/i18n.module'; |
||||
|
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module'; |
||||
|
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
||||
|
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
||||
|
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
||||
|
import { PropertyModule } from '@ghostfolio/api/services/property/property.module'; |
||||
|
import { PortfolioSnapshotQueueModule } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.module'; |
||||
|
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { AiController } from './ai.controller'; |
||||
|
import { AiService } from './ai.service'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [AiController], |
||||
|
imports: [ |
||||
|
ApiModule, |
||||
|
BenchmarkModule, |
||||
|
ConfigurationModule, |
||||
|
DataProviderModule, |
||||
|
ExchangeRateDataModule, |
||||
|
I18nModule, |
||||
|
ImpersonationModule, |
||||
|
MarketDataModule, |
||||
|
OrderModule, |
||||
|
PortfolioSnapshotQueueModule, |
||||
|
PrismaModule, |
||||
|
PropertyModule, |
||||
|
RedisCacheModule, |
||||
|
SymbolProfileModule, |
||||
|
UserModule |
||||
|
], |
||||
|
providers: [ |
||||
|
AccountBalanceService, |
||||
|
AccountService, |
||||
|
AiService, |
||||
|
CurrentRateService, |
||||
|
MarketDataService, |
||||
|
PortfolioCalculatorFactory, |
||||
|
PortfolioService, |
||||
|
RulesService |
||||
|
] |
||||
|
}) |
||||
|
export class AiModule {} |
||||
@ -0,0 +1,117 @@ |
|||||
|
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
||||
|
import { PropertyService } from '@ghostfolio/api/services/property/property.service'; |
||||
|
import { |
||||
|
PROPERTY_API_KEY_OPENROUTER, |
||||
|
PROPERTY_OPENROUTER_MODEL |
||||
|
} from '@ghostfolio/common/config'; |
||||
|
import { Filter } from '@ghostfolio/common/interfaces'; |
||||
|
import type { AiPromptMode } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { Injectable } from '@nestjs/common'; |
||||
|
import { createOpenRouter } from '@openrouter/ai-sdk-provider'; |
||||
|
import { generateText } from 'ai'; |
||||
|
import tablemark, { ColumnDescriptor } from 'tablemark'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class AiService { |
||||
|
public constructor( |
||||
|
private readonly portfolioService: PortfolioService, |
||||
|
private readonly propertyService: PropertyService |
||||
|
) {} |
||||
|
|
||||
|
public async generateText({ prompt }: { prompt: string }) { |
||||
|
const openRouterApiKey = await this.propertyService.getByKey<string>( |
||||
|
PROPERTY_API_KEY_OPENROUTER |
||||
|
); |
||||
|
|
||||
|
const openRouterModel = await this.propertyService.getByKey<string>( |
||||
|
PROPERTY_OPENROUTER_MODEL |
||||
|
); |
||||
|
|
||||
|
const openRouterService = createOpenRouter({ |
||||
|
apiKey: openRouterApiKey |
||||
|
}); |
||||
|
|
||||
|
return generateText({ |
||||
|
prompt, |
||||
|
model: openRouterService.chat(openRouterModel) |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
public async getPrompt({ |
||||
|
filters, |
||||
|
impersonationId, |
||||
|
languageCode, |
||||
|
mode, |
||||
|
userCurrency, |
||||
|
userId |
||||
|
}: { |
||||
|
filters?: Filter[]; |
||||
|
impersonationId: string; |
||||
|
languageCode: string; |
||||
|
mode: AiPromptMode; |
||||
|
userCurrency: string; |
||||
|
userId: string; |
||||
|
}) { |
||||
|
const { holdings } = await this.portfolioService.getDetails({ |
||||
|
filters, |
||||
|
impersonationId, |
||||
|
userId |
||||
|
}); |
||||
|
|
||||
|
const holdingsTableColumns: ColumnDescriptor[] = [ |
||||
|
{ name: 'Name' }, |
||||
|
{ name: 'Symbol' }, |
||||
|
{ name: 'Currency' }, |
||||
|
{ name: 'Asset Class' }, |
||||
|
{ name: 'Asset Sub Class' }, |
||||
|
{ align: 'right', name: 'Allocation in Percentage' } |
||||
|
]; |
||||
|
|
||||
|
const holdingsTableRows = Object.values(holdings) |
||||
|
.sort((a, b) => { |
||||
|
return b.allocationInPercentage - a.allocationInPercentage; |
||||
|
}) |
||||
|
.map( |
||||
|
({ |
||||
|
allocationInPercentage, |
||||
|
assetClass, |
||||
|
assetSubClass, |
||||
|
currency, |
||||
|
name, |
||||
|
symbol |
||||
|
}) => { |
||||
|
return { |
||||
|
Name: name, |
||||
|
Symbol: symbol, |
||||
|
Currency: currency, |
||||
|
'Asset Class': assetClass ?? '', |
||||
|
'Asset Sub Class': assetSubClass ?? '', |
||||
|
'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%` |
||||
|
}; |
||||
|
} |
||||
|
); |
||||
|
|
||||
|
const holdingsTableString = tablemark(holdingsTableRows, { |
||||
|
columns: holdingsTableColumns |
||||
|
}); |
||||
|
|
||||
|
if (mode === 'portfolio') { |
||||
|
return holdingsTableString; |
||||
|
} |
||||
|
|
||||
|
return [ |
||||
|
`You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`, |
||||
|
holdingsTableString, |
||||
|
'Structure your answer with these sections:', |
||||
|
'Overview: Briefly summarize the portfolio’s composition and allocation rationale.', |
||||
|
'Risk Assessment: Identify potential risks, including market volatility, concentration, and sectoral imbalances.', |
||||
|
'Advantages: Highlight strengths, focusing on growth potential, diversification, or other benefits.', |
||||
|
'Disadvantages: Point out weaknesses, such as overexposure or lack of defensive assets.', |
||||
|
'Target Group: Discuss who this portfolio might suit (e.g., risk tolerance, investment goals, life stages, and experience levels).', |
||||
|
'Optimization Ideas: Offer ideas to complement the portfolio, ensuring they are constructive and neutral in tone.', |
||||
|
'Conclusion: Provide a concise summary highlighting key insights.', |
||||
|
`Provide your answer in the following language: ${languageCode}.` |
||||
|
].join('\n'); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,25 @@ |
|||||
|
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator'; |
||||
|
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'; |
||||
|
import { ApiKeyService } from '@ghostfolio/api/services/api-key/api-key.service'; |
||||
|
import { ApiKeyResponse } from '@ghostfolio/common/interfaces'; |
||||
|
import { permissions } from '@ghostfolio/common/permissions'; |
||||
|
import type { RequestWithUser } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { Controller, Inject, Post, UseGuards } from '@nestjs/common'; |
||||
|
import { REQUEST } from '@nestjs/core'; |
||||
|
import { AuthGuard } from '@nestjs/passport'; |
||||
|
|
||||
|
@Controller('api-keys') |
||||
|
export class ApiKeysController { |
||||
|
public constructor( |
||||
|
private readonly apiKeyService: ApiKeyService, |
||||
|
@Inject(REQUEST) private readonly request: RequestWithUser |
||||
|
) {} |
||||
|
|
||||
|
@HasPermission(permissions.createApiKey) |
||||
|
@Post() |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
public async createApiKey(): Promise<ApiKeyResponse> { |
||||
|
return this.apiKeyService.create({ userId: this.request.user.id }); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,11 @@ |
|||||
|
import { ApiKeyModule } from '@ghostfolio/api/services/api-key/api-key.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { ApiKeysController } from './api-keys.controller'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [ApiKeysController], |
||||
|
imports: [ApiKeyModule] |
||||
|
}) |
||||
|
export class ApiKeysModule {} |
||||
@ -0,0 +1,46 @@ |
|||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { interpolate } from '@ghostfolio/common/helper'; |
||||
|
|
||||
|
import { |
||||
|
Controller, |
||||
|
Get, |
||||
|
Param, |
||||
|
Res, |
||||
|
Version, |
||||
|
VERSION_NEUTRAL |
||||
|
} from '@nestjs/common'; |
||||
|
import { Response } from 'express'; |
||||
|
import { readFileSync } from 'node:fs'; |
||||
|
import { join } from 'node:path'; |
||||
|
|
||||
|
@Controller('assets') |
||||
|
export class AssetsController { |
||||
|
private webManifest = ''; |
||||
|
|
||||
|
public constructor( |
||||
|
public readonly configurationService: ConfigurationService |
||||
|
) { |
||||
|
try { |
||||
|
this.webManifest = readFileSync( |
||||
|
join(__dirname, 'assets', 'site.webmanifest'), |
||||
|
'utf8' |
||||
|
); |
||||
|
} catch {} |
||||
|
} |
||||
|
|
||||
|
@Get('/:languageCode/site.webmanifest') |
||||
|
@Version(VERSION_NEUTRAL) |
||||
|
public getWebManifest( |
||||
|
@Param('languageCode') languageCode: string, |
||||
|
@Res() response: Response |
||||
|
): void { |
||||
|
const rootUrl = this.configurationService.get('ROOT_URL'); |
||||
|
const webManifest = interpolate(this.webManifest, { |
||||
|
languageCode, |
||||
|
rootUrl |
||||
|
}); |
||||
|
|
||||
|
response.setHeader('Content-Type', 'application/json'); |
||||
|
response.send(webManifest); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,11 @@ |
|||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { AssetsController } from './assets.controller'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [AssetsController], |
||||
|
providers: [ConfigurationService] |
||||
|
}) |
||||
|
export class AssetsModule {} |
||||
@ -0,0 +1,65 @@ |
|||||
|
import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service'; |
||||
|
import { AccountService } from '@ghostfolio/api/app/account/account.service'; |
||||
|
import { OrderModule } from '@ghostfolio/api/app/order/order.module'; |
||||
|
import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; |
||||
|
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; |
||||
|
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
||||
|
import { RulesService } from '@ghostfolio/api/app/portfolio/rules.service'; |
||||
|
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; |
||||
|
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module'; |
||||
|
import { UserModule } from '@ghostfolio/api/app/user/user.module'; |
||||
|
import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module'; |
||||
|
import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module'; |
||||
|
import { ApiModule } from '@ghostfolio/api/services/api/api.module'; |
||||
|
import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service'; |
||||
|
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 { I18nModule } from '@ghostfolio/api/services/i18n/i18n.module'; |
||||
|
import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module'; |
||||
|
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
||||
|
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
||||
|
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
||||
|
import { PropertyModule } from '@ghostfolio/api/services/property/property.module'; |
||||
|
import { PortfolioSnapshotQueueModule } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.module'; |
||||
|
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { BenchmarksController } from './benchmarks.controller'; |
||||
|
import { BenchmarksService } from './benchmarks.service'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [BenchmarksController], |
||||
|
imports: [ |
||||
|
ApiModule, |
||||
|
ConfigurationModule, |
||||
|
DataProviderModule, |
||||
|
ExchangeRateDataModule, |
||||
|
I18nModule, |
||||
|
ImpersonationModule, |
||||
|
MarketDataModule, |
||||
|
OrderModule, |
||||
|
PortfolioSnapshotQueueModule, |
||||
|
PrismaModule, |
||||
|
PropertyModule, |
||||
|
RedisCacheModule, |
||||
|
SymbolModule, |
||||
|
SymbolProfileModule, |
||||
|
TransformDataSourceInRequestModule, |
||||
|
TransformDataSourceInResponseModule, |
||||
|
UserModule |
||||
|
], |
||||
|
providers: [ |
||||
|
AccountBalanceService, |
||||
|
AccountService, |
||||
|
BenchmarkService, |
||||
|
BenchmarksService, |
||||
|
CurrentRateService, |
||||
|
MarketDataService, |
||||
|
PortfolioCalculatorFactory, |
||||
|
PortfolioService, |
||||
|
RulesService |
||||
|
] |
||||
|
}) |
||||
|
export class BenchmarksModule {} |
||||
@ -0,0 +1,163 @@ |
|||||
|
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
||||
|
import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service'; |
||||
|
import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service'; |
||||
|
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
||||
|
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
||||
|
import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper'; |
||||
|
import { |
||||
|
AssetProfileIdentifier, |
||||
|
BenchmarkMarketDataDetailsResponse, |
||||
|
Filter |
||||
|
} from '@ghostfolio/common/interfaces'; |
||||
|
import { DateRange, UserWithSettings } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { Injectable, Logger } from '@nestjs/common'; |
||||
|
import { format, isSameDay } from 'date-fns'; |
||||
|
import { isNumber } from 'lodash'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class BenchmarksService { |
||||
|
public constructor( |
||||
|
private readonly benchmarkService: BenchmarkService, |
||||
|
private readonly exchangeRateDataService: ExchangeRateDataService, |
||||
|
private readonly marketDataService: MarketDataService, |
||||
|
private readonly portfolioService: PortfolioService, |
||||
|
private readonly symbolService: SymbolService |
||||
|
) {} |
||||
|
|
||||
|
public async getMarketDataForUser({ |
||||
|
dataSource, |
||||
|
dateRange, |
||||
|
endDate = new Date(), |
||||
|
filters, |
||||
|
impersonationId, |
||||
|
startDate, |
||||
|
symbol, |
||||
|
user, |
||||
|
withExcludedAccounts |
||||
|
}: { |
||||
|
dateRange: DateRange; |
||||
|
endDate?: Date; |
||||
|
filters?: Filter[]; |
||||
|
impersonationId: string; |
||||
|
startDate: Date; |
||||
|
user: UserWithSettings; |
||||
|
withExcludedAccounts?: boolean; |
||||
|
} & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetailsResponse> { |
||||
|
const marketData: { date: string; value: number }[] = []; |
||||
|
const userCurrency = user.settings.settings.baseCurrency; |
||||
|
const userId = user.id; |
||||
|
|
||||
|
const { chart } = await this.portfolioService.getPerformance({ |
||||
|
dateRange, |
||||
|
filters, |
||||
|
impersonationId, |
||||
|
userId, |
||||
|
withExcludedAccounts |
||||
|
}); |
||||
|
|
||||
|
const [currentSymbolItem, marketDataItems] = await Promise.all([ |
||||
|
this.symbolService.get({ |
||||
|
dataGatheringItem: { |
||||
|
dataSource, |
||||
|
symbol |
||||
|
} |
||||
|
}), |
||||
|
this.marketDataService.marketDataItems({ |
||||
|
orderBy: { |
||||
|
date: 'asc' |
||||
|
}, |
||||
|
where: { |
||||
|
dataSource, |
||||
|
symbol, |
||||
|
date: { |
||||
|
in: chart.map(({ date }) => { |
||||
|
return resetHours(parseDate(date)); |
||||
|
}) |
||||
|
} |
||||
|
} |
||||
|
}) |
||||
|
]); |
||||
|
|
||||
|
const exchangeRates = |
||||
|
await this.exchangeRateDataService.getExchangeRatesByCurrency({ |
||||
|
startDate, |
||||
|
currencies: [currentSymbolItem.currency], |
||||
|
targetCurrency: userCurrency |
||||
|
}); |
||||
|
|
||||
|
const exchangeRateAtStartDate = |
||||
|
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
||||
|
format(startDate, DATE_FORMAT) |
||||
|
]; |
||||
|
|
||||
|
const marketPriceAtStartDate = marketDataItems?.find(({ date }) => { |
||||
|
return isSameDay(date, startDate); |
||||
|
})?.marketPrice; |
||||
|
|
||||
|
if (!marketPriceAtStartDate) { |
||||
|
Logger.error( |
||||
|
`No historical market data has been found for ${symbol} (${dataSource}) at ${format( |
||||
|
startDate, |
||||
|
DATE_FORMAT |
||||
|
)}`,
|
||||
|
'BenchmarkService' |
||||
|
); |
||||
|
|
||||
|
return { marketData }; |
||||
|
} |
||||
|
|
||||
|
for (const marketDataItem of marketDataItems) { |
||||
|
const exchangeRate = |
||||
|
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
||||
|
format(marketDataItem.date, DATE_FORMAT) |
||||
|
]; |
||||
|
|
||||
|
const exchangeRateFactor = |
||||
|
isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate) |
||||
|
? exchangeRate / exchangeRateAtStartDate |
||||
|
: 1; |
||||
|
|
||||
|
marketData.push({ |
||||
|
date: format(marketDataItem.date, DATE_FORMAT), |
||||
|
value: |
||||
|
marketPriceAtStartDate === 0 |
||||
|
? 0 |
||||
|
: this.benchmarkService.calculateChangeInPercentage( |
||||
|
marketPriceAtStartDate, |
||||
|
marketDataItem.marketPrice * exchangeRateFactor |
||||
|
) * 100 |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
const includesEndDate = isSameDay( |
||||
|
parseDate(marketData.at(-1).date), |
||||
|
endDate |
||||
|
); |
||||
|
|
||||
|
if (currentSymbolItem?.marketPrice && !includesEndDate) { |
||||
|
const exchangeRate = |
||||
|
exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
||||
|
format(endDate, DATE_FORMAT) |
||||
|
]; |
||||
|
|
||||
|
const exchangeRateFactor = |
||||
|
isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate) |
||||
|
? exchangeRate / exchangeRateAtStartDate |
||||
|
: 1; |
||||
|
|
||||
|
marketData.push({ |
||||
|
date: format(endDate, DATE_FORMAT), |
||||
|
value: |
||||
|
this.benchmarkService.calculateChangeInPercentage( |
||||
|
marketPriceAtStartDate, |
||||
|
currentSymbolItem.marketPrice * exchangeRateFactor |
||||
|
) * 100 |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
return { |
||||
|
marketData |
||||
|
}; |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,15 @@ |
|||||
|
import { Granularity } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { IsIn, IsISO8601, IsOptional } from 'class-validator'; |
||||
|
|
||||
|
export class GetDividendsDto { |
||||
|
@IsISO8601() |
||||
|
from: string; |
||||
|
|
||||
|
@IsIn(['day', 'month'] as Granularity[]) |
||||
|
@IsOptional() |
||||
|
granularity: Granularity; |
||||
|
|
||||
|
@IsISO8601() |
||||
|
to: string; |
||||
|
} |
||||
@ -0,0 +1,15 @@ |
|||||
|
import { Granularity } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { IsIn, IsISO8601, IsOptional } from 'class-validator'; |
||||
|
|
||||
|
export class GetHistoricalDto { |
||||
|
@IsISO8601() |
||||
|
from: string; |
||||
|
|
||||
|
@IsIn(['day', 'month'] as Granularity[]) |
||||
|
@IsOptional() |
||||
|
granularity: Granularity; |
||||
|
|
||||
|
@IsISO8601() |
||||
|
to: string; |
||||
|
} |
||||
@ -0,0 +1,10 @@ |
|||||
|
import { Transform } from 'class-transformer'; |
||||
|
import { IsString } from 'class-validator'; |
||||
|
|
||||
|
export class GetQuotesDto { |
||||
|
@IsString({ each: true }) |
||||
|
@Transform(({ value }) => |
||||
|
typeof value === 'string' ? value.split(',') : value |
||||
|
) |
||||
|
symbols: string[]; |
||||
|
} |
||||
@ -0,0 +1,249 @@ |
|||||
|
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator'; |
||||
|
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'; |
||||
|
import { AssetProfileInvalidError } from '@ghostfolio/api/services/data-provider/errors/asset-profile-invalid.error'; |
||||
|
import { parseDate } from '@ghostfolio/common/helper'; |
||||
|
import { |
||||
|
DataProviderGhostfolioAssetProfileResponse, |
||||
|
DataProviderGhostfolioStatusResponse, |
||||
|
DividendsResponse, |
||||
|
HistoricalResponse, |
||||
|
LookupResponse, |
||||
|
QuotesResponse |
||||
|
} from '@ghostfolio/common/interfaces'; |
||||
|
import { permissions } from '@ghostfolio/common/permissions'; |
||||
|
import { RequestWithUser } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { |
||||
|
Controller, |
||||
|
Get, |
||||
|
HttpException, |
||||
|
Inject, |
||||
|
Param, |
||||
|
Query, |
||||
|
UseGuards, |
||||
|
Version |
||||
|
} from '@nestjs/common'; |
||||
|
import { REQUEST } from '@nestjs/core'; |
||||
|
import { AuthGuard } from '@nestjs/passport'; |
||||
|
import { isISIN } from 'class-validator'; |
||||
|
import { getReasonPhrase, StatusCodes } from 'http-status-codes'; |
||||
|
|
||||
|
import { GetDividendsDto } from './get-dividends.dto'; |
||||
|
import { GetHistoricalDto } from './get-historical.dto'; |
||||
|
import { GetQuotesDto } from './get-quotes.dto'; |
||||
|
import { GhostfolioService } from './ghostfolio.service'; |
||||
|
|
||||
|
@Controller('data-providers/ghostfolio') |
||||
|
export class GhostfolioController { |
||||
|
public constructor( |
||||
|
private readonly ghostfolioService: GhostfolioService, |
||||
|
@Inject(REQUEST) private readonly request: RequestWithUser |
||||
|
) {} |
||||
|
|
||||
|
@Get('asset-profile/:symbol') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
public async getAssetProfile( |
||||
|
@Param('symbol') symbol: string |
||||
|
): Promise<DataProviderGhostfolioAssetProfileResponse> { |
||||
|
const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests(); |
||||
|
|
||||
|
if ( |
||||
|
this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests |
||||
|
) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const assetProfile = await this.ghostfolioService.getAssetProfile({ |
||||
|
symbol |
||||
|
}); |
||||
|
|
||||
|
await this.ghostfolioService.incrementDailyRequests({ |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return assetProfile; |
||||
|
} catch (error) { |
||||
|
if (error instanceof AssetProfileInvalidError) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.NOT_FOUND), |
||||
|
StatusCodes.NOT_FOUND |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR), |
||||
|
StatusCodes.INTERNAL_SERVER_ERROR |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
@Get('dividends/:symbol') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
@Version('2') |
||||
|
public async getDividends( |
||||
|
@Param('symbol') symbol: string, |
||||
|
@Query() query: GetDividendsDto |
||||
|
): Promise<DividendsResponse> { |
||||
|
const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests(); |
||||
|
|
||||
|
if ( |
||||
|
this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests |
||||
|
) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const dividends = await this.ghostfolioService.getDividends({ |
||||
|
symbol, |
||||
|
from: parseDate(query.from), |
||||
|
granularity: query.granularity, |
||||
|
to: parseDate(query.to) |
||||
|
}); |
||||
|
|
||||
|
await this.ghostfolioService.incrementDailyRequests({ |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return dividends; |
||||
|
} catch { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR), |
||||
|
StatusCodes.INTERNAL_SERVER_ERROR |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
@Get('historical/:symbol') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
@Version('2') |
||||
|
public async getHistorical( |
||||
|
@Param('symbol') symbol: string, |
||||
|
@Query() query: GetHistoricalDto |
||||
|
): Promise<HistoricalResponse> { |
||||
|
const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests(); |
||||
|
|
||||
|
if ( |
||||
|
this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests |
||||
|
) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const historicalData = await this.ghostfolioService.getHistorical({ |
||||
|
symbol, |
||||
|
from: parseDate(query.from), |
||||
|
granularity: query.granularity, |
||||
|
to: parseDate(query.to) |
||||
|
}); |
||||
|
|
||||
|
await this.ghostfolioService.incrementDailyRequests({ |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return historicalData; |
||||
|
} catch { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR), |
||||
|
StatusCodes.INTERNAL_SERVER_ERROR |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
@Get('lookup') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
@Version('2') |
||||
|
public async lookupSymbol( |
||||
|
@Query('includeIndices') includeIndicesParam = 'false', |
||||
|
@Query('query') query = '' |
||||
|
): Promise<LookupResponse> { |
||||
|
const includeIndices = includeIndicesParam === 'true'; |
||||
|
const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests(); |
||||
|
|
||||
|
if ( |
||||
|
this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests |
||||
|
) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const result = await this.ghostfolioService.lookup({ |
||||
|
includeIndices, |
||||
|
query: isISIN(query.toUpperCase()) |
||||
|
? query.toUpperCase() |
||||
|
: query.toLowerCase() |
||||
|
}); |
||||
|
|
||||
|
await this.ghostfolioService.incrementDailyRequests({ |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return result; |
||||
|
} catch { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR), |
||||
|
StatusCodes.INTERNAL_SERVER_ERROR |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
@Get('quotes') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
@Version('2') |
||||
|
public async getQuotes( |
||||
|
@Query() query: GetQuotesDto |
||||
|
): Promise<QuotesResponse> { |
||||
|
const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests(); |
||||
|
|
||||
|
if ( |
||||
|
this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests |
||||
|
) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS), |
||||
|
StatusCodes.TOO_MANY_REQUESTS |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
const quotes = await this.ghostfolioService.getQuotes({ |
||||
|
symbols: query.symbols |
||||
|
}); |
||||
|
|
||||
|
await this.ghostfolioService.incrementDailyRequests({ |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
|
||||
|
return quotes; |
||||
|
} catch { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR), |
||||
|
StatusCodes.INTERNAL_SERVER_ERROR |
||||
|
); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
@Get('status') |
||||
|
@HasPermission(permissions.enableDataProviderGhostfolio) |
||||
|
@UseGuards(AuthGuard('api-key'), HasPermissionGuard) |
||||
|
@Version('2') |
||||
|
public async getStatus(): Promise<DataProviderGhostfolioStatusResponse> { |
||||
|
return this.ghostfolioService.getStatus({ user: this.request.user }); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,83 @@ |
|||||
|
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; |
||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module'; |
||||
|
import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service'; |
||||
|
import { CoinGeckoService } from '@ghostfolio/api/services/data-provider/coingecko/coingecko.service'; |
||||
|
import { YahooFinanceDataEnhancerService } from '@ghostfolio/api/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service'; |
||||
|
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; |
||||
|
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service'; |
||||
|
import { EodHistoricalDataService } from '@ghostfolio/api/services/data-provider/eod-historical-data/eod-historical-data.service'; |
||||
|
import { FinancialModelingPrepService } from '@ghostfolio/api/services/data-provider/financial-modeling-prep/financial-modeling-prep.service'; |
||||
|
import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service'; |
||||
|
import { ManualService } from '@ghostfolio/api/services/data-provider/manual/manual.service'; |
||||
|
import { RapidApiService } from '@ghostfolio/api/services/data-provider/rapid-api/rapid-api.service'; |
||||
|
import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service'; |
||||
|
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
||||
|
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
||||
|
import { PropertyModule } from '@ghostfolio/api/services/property/property.module'; |
||||
|
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { GhostfolioController } from './ghostfolio.controller'; |
||||
|
import { GhostfolioService } from './ghostfolio.service'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [GhostfolioController], |
||||
|
imports: [ |
||||
|
CryptocurrencyModule, |
||||
|
DataProviderModule, |
||||
|
MarketDataModule, |
||||
|
PrismaModule, |
||||
|
PropertyModule, |
||||
|
RedisCacheModule, |
||||
|
SymbolProfileModule |
||||
|
], |
||||
|
providers: [ |
||||
|
AlphaVantageService, |
||||
|
CoinGeckoService, |
||||
|
ConfigurationService, |
||||
|
DataProviderService, |
||||
|
EodHistoricalDataService, |
||||
|
FinancialModelingPrepService, |
||||
|
GhostfolioService, |
||||
|
GoogleSheetsService, |
||||
|
ManualService, |
||||
|
RapidApiService, |
||||
|
YahooFinanceService, |
||||
|
YahooFinanceDataEnhancerService, |
||||
|
{ |
||||
|
inject: [ |
||||
|
AlphaVantageService, |
||||
|
CoinGeckoService, |
||||
|
EodHistoricalDataService, |
||||
|
FinancialModelingPrepService, |
||||
|
GoogleSheetsService, |
||||
|
ManualService, |
||||
|
RapidApiService, |
||||
|
YahooFinanceService |
||||
|
], |
||||
|
provide: 'DataProviderInterfaces', |
||||
|
useFactory: ( |
||||
|
alphaVantageService, |
||||
|
coinGeckoService, |
||||
|
eodHistoricalDataService, |
||||
|
financialModelingPrepService, |
||||
|
googleSheetsService, |
||||
|
manualService, |
||||
|
rapidApiService, |
||||
|
yahooFinanceService |
||||
|
) => [ |
||||
|
alphaVantageService, |
||||
|
coinGeckoService, |
||||
|
eodHistoricalDataService, |
||||
|
financialModelingPrepService, |
||||
|
googleSheetsService, |
||||
|
manualService, |
||||
|
rapidApiService, |
||||
|
yahooFinanceService |
||||
|
] |
||||
|
} |
||||
|
] |
||||
|
}) |
||||
|
export class GhostfolioModule {} |
||||
@ -0,0 +1,375 @@ |
|||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service'; |
||||
|
import { GhostfolioService as GhostfolioDataProviderService } from '@ghostfolio/api/services/data-provider/ghostfolio/ghostfolio.service'; |
||||
|
import { |
||||
|
GetAssetProfileParams, |
||||
|
GetDividendsParams, |
||||
|
GetHistoricalParams, |
||||
|
GetQuotesParams, |
||||
|
GetSearchParams |
||||
|
} from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface'; |
||||
|
import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces'; |
||||
|
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service'; |
||||
|
import { PropertyService } from '@ghostfolio/api/services/property/property.service'; |
||||
|
import { |
||||
|
DEFAULT_CURRENCY, |
||||
|
DERIVED_CURRENCIES |
||||
|
} from '@ghostfolio/common/config'; |
||||
|
import { PROPERTY_DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER_MAX_REQUESTS } from '@ghostfolio/common/config'; |
||||
|
import { |
||||
|
DataProviderGhostfolioAssetProfileResponse, |
||||
|
DataProviderInfo, |
||||
|
DividendsResponse, |
||||
|
HistoricalResponse, |
||||
|
LookupItem, |
||||
|
LookupResponse, |
||||
|
QuotesResponse |
||||
|
} from '@ghostfolio/common/interfaces'; |
||||
|
import { UserWithSettings } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { Injectable, Logger } from '@nestjs/common'; |
||||
|
import { DataSource, SymbolProfile } from '@prisma/client'; |
||||
|
import { Big } from 'big.js'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class GhostfolioService { |
||||
|
public constructor( |
||||
|
private readonly configurationService: ConfigurationService, |
||||
|
private readonly dataProviderService: DataProviderService, |
||||
|
private readonly prismaService: PrismaService, |
||||
|
private readonly propertyService: PropertyService |
||||
|
) {} |
||||
|
|
||||
|
public async getAssetProfile({ symbol }: GetAssetProfileParams) { |
||||
|
let result: DataProviderGhostfolioAssetProfileResponse = {}; |
||||
|
|
||||
|
try { |
||||
|
const promises: Promise<Partial<SymbolProfile>>[] = []; |
||||
|
|
||||
|
for (const dataProviderService of this.getDataProviderServices()) { |
||||
|
promises.push( |
||||
|
this.dataProviderService |
||||
|
.getAssetProfiles([ |
||||
|
{ |
||||
|
symbol, |
||||
|
dataSource: dataProviderService.getName() |
||||
|
} |
||||
|
]) |
||||
|
.then(async (assetProfiles) => { |
||||
|
const assetProfile = assetProfiles[symbol]; |
||||
|
const dataSourceOrigin = DataSource.GHOSTFOLIO; |
||||
|
|
||||
|
if (assetProfile) { |
||||
|
await this.prismaService.assetProfileResolution.upsert({ |
||||
|
create: { |
||||
|
dataSourceOrigin, |
||||
|
currency: assetProfile.currency, |
||||
|
dataSourceTarget: assetProfile.dataSource, |
||||
|
symbolOrigin: symbol, |
||||
|
symbolTarget: assetProfile.symbol |
||||
|
}, |
||||
|
update: { |
||||
|
requestCount: { |
||||
|
increment: 1 |
||||
|
} |
||||
|
}, |
||||
|
where: { |
||||
|
dataSourceOrigin_symbolOrigin: { |
||||
|
dataSourceOrigin, |
||||
|
symbolOrigin: symbol |
||||
|
} |
||||
|
} |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
result = { |
||||
|
...result, |
||||
|
...assetProfile, |
||||
|
dataSource: dataSourceOrigin |
||||
|
}; |
||||
|
|
||||
|
return assetProfile; |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await Promise.all(promises); |
||||
|
|
||||
|
return result; |
||||
|
} catch (error) { |
||||
|
Logger.error(error, 'GhostfolioService'); |
||||
|
|
||||
|
throw error; |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
public async getDividends({ |
||||
|
from, |
||||
|
granularity, |
||||
|
requestTimeout = this.configurationService.get('REQUEST_TIMEOUT'), |
||||
|
symbol, |
||||
|
to |
||||
|
}: GetDividendsParams) { |
||||
|
const result: DividendsResponse = { dividends: {} }; |
||||
|
|
||||
|
try { |
||||
|
const promises: Promise<{ |
||||
|
[date: string]: IDataProviderHistoricalResponse; |
||||
|
}>[] = []; |
||||
|
|
||||
|
for (const dataProviderService of this.getDataProviderServices()) { |
||||
|
promises.push( |
||||
|
dataProviderService |
||||
|
.getDividends({ |
||||
|
from, |
||||
|
granularity, |
||||
|
requestTimeout, |
||||
|
symbol, |
||||
|
to |
||||
|
}) |
||||
|
.then((dividends) => { |
||||
|
result.dividends = dividends; |
||||
|
|
||||
|
return dividends; |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await Promise.all(promises); |
||||
|
|
||||
|
return result; |
||||
|
} catch (error) { |
||||
|
Logger.error(error, 'GhostfolioService'); |
||||
|
|
||||
|
throw error; |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
public async getHistorical({ |
||||
|
from, |
||||
|
granularity, |
||||
|
requestTimeout, |
||||
|
to, |
||||
|
symbol |
||||
|
}: GetHistoricalParams) { |
||||
|
const result: HistoricalResponse = { historicalData: {} }; |
||||
|
|
||||
|
try { |
||||
|
const promises: Promise<{ |
||||
|
[symbol: string]: { [date: string]: IDataProviderHistoricalResponse }; |
||||
|
}>[] = []; |
||||
|
|
||||
|
for (const dataProviderService of this.getDataProviderServices()) { |
||||
|
promises.push( |
||||
|
dataProviderService |
||||
|
.getHistorical({ |
||||
|
from, |
||||
|
granularity, |
||||
|
requestTimeout, |
||||
|
symbol, |
||||
|
to |
||||
|
}) |
||||
|
.then((historicalData) => { |
||||
|
result.historicalData = historicalData[symbol]; |
||||
|
|
||||
|
return historicalData; |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await Promise.all(promises); |
||||
|
|
||||
|
return result; |
||||
|
} catch (error) { |
||||
|
Logger.error(error, 'GhostfolioService'); |
||||
|
|
||||
|
throw error; |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
public async getMaxDailyRequests() { |
||||
|
return parseInt( |
||||
|
(await this.propertyService.getByKey<string>( |
||||
|
PROPERTY_DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER_MAX_REQUESTS |
||||
|
)) || '0', |
||||
|
10 |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
public async getQuotes({ requestTimeout, symbols }: GetQuotesParams) { |
||||
|
const results: QuotesResponse = { quotes: {} }; |
||||
|
|
||||
|
try { |
||||
|
const promises: Promise<any>[] = []; |
||||
|
|
||||
|
for (const dataProvider of this.getDataProviderServices()) { |
||||
|
const maximumNumberOfSymbolsPerRequest = |
||||
|
dataProvider.getMaxNumberOfSymbolsPerRequest?.() ?? |
||||
|
Number.MAX_SAFE_INTEGER; |
||||
|
|
||||
|
for ( |
||||
|
let i = 0; |
||||
|
i < symbols.length; |
||||
|
i += maximumNumberOfSymbolsPerRequest |
||||
|
) { |
||||
|
const symbolsChunk = symbols.slice( |
||||
|
i, |
||||
|
i + maximumNumberOfSymbolsPerRequest |
||||
|
); |
||||
|
|
||||
|
const promise = Promise.resolve( |
||||
|
dataProvider.getQuotes({ requestTimeout, symbols: symbolsChunk }) |
||||
|
); |
||||
|
|
||||
|
promises.push( |
||||
|
promise.then(async (result) => { |
||||
|
for (const [symbol, dataProviderResponse] of Object.entries( |
||||
|
result |
||||
|
)) { |
||||
|
dataProviderResponse.dataSource = 'GHOSTFOLIO'; |
||||
|
|
||||
|
if ( |
||||
|
[ |
||||
|
...DERIVED_CURRENCIES.map(({ currency }) => { |
||||
|
return `${DEFAULT_CURRENCY}${currency}`; |
||||
|
}), |
||||
|
`${DEFAULT_CURRENCY}USX` |
||||
|
].includes(symbol) |
||||
|
) { |
||||
|
continue; |
||||
|
} |
||||
|
|
||||
|
results.quotes[symbol] = dataProviderResponse; |
||||
|
|
||||
|
for (const { |
||||
|
currency, |
||||
|
factor, |
||||
|
rootCurrency |
||||
|
} of DERIVED_CURRENCIES) { |
||||
|
if (symbol === `${DEFAULT_CURRENCY}${rootCurrency}`) { |
||||
|
results.quotes[`${DEFAULT_CURRENCY}${currency}`] = { |
||||
|
...dataProviderResponse, |
||||
|
currency, |
||||
|
marketPrice: new Big( |
||||
|
result[`${DEFAULT_CURRENCY}${rootCurrency}`].marketPrice |
||||
|
) |
||||
|
.mul(factor) |
||||
|
.toNumber(), |
||||
|
marketState: 'open' |
||||
|
}; |
||||
|
} |
||||
|
} |
||||
|
} |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await Promise.all(promises); |
||||
|
} |
||||
|
|
||||
|
return results; |
||||
|
} catch (error) { |
||||
|
Logger.error(error, 'GhostfolioService'); |
||||
|
|
||||
|
throw error; |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
public async getStatus({ user }: { user: UserWithSettings }) { |
||||
|
return { |
||||
|
dailyRequests: user.dataProviderGhostfolioDailyRequests, |
||||
|
dailyRequestsMax: await this.getMaxDailyRequests(), |
||||
|
subscription: user.subscription |
||||
|
}; |
||||
|
} |
||||
|
|
||||
|
public async incrementDailyRequests({ userId }: { userId: string }) { |
||||
|
await this.prismaService.analytics.update({ |
||||
|
data: { |
||||
|
dataProviderGhostfolioDailyRequests: { increment: 1 } |
||||
|
}, |
||||
|
where: { userId } |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
public async lookup({ |
||||
|
includeIndices = false, |
||||
|
query |
||||
|
}: GetSearchParams): Promise<LookupResponse> { |
||||
|
const results: LookupResponse = { items: [] }; |
||||
|
|
||||
|
if (!query) { |
||||
|
return results; |
||||
|
} |
||||
|
|
||||
|
try { |
||||
|
let lookupItems: LookupItem[] = []; |
||||
|
const promises: Promise<{ items: LookupItem[] }>[] = []; |
||||
|
|
||||
|
if (query?.length < 2) { |
||||
|
return { items: lookupItems }; |
||||
|
} |
||||
|
|
||||
|
for (const dataProviderService of this.getDataProviderServices()) { |
||||
|
promises.push( |
||||
|
dataProviderService.search({ |
||||
|
includeIndices, |
||||
|
query |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
const searchResults = await Promise.all(promises); |
||||
|
|
||||
|
for (const { items } of searchResults) { |
||||
|
if (items?.length > 0) { |
||||
|
lookupItems = lookupItems.concat(items); |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
const filteredItems = lookupItems |
||||
|
.filter(({ currency }) => { |
||||
|
// Only allow symbols with supported currency
|
||||
|
return currency ? true : false; |
||||
|
}) |
||||
|
.sort(({ name: name1 }, { name: name2 }) => { |
||||
|
return name1?.toLowerCase().localeCompare(name2?.toLowerCase()); |
||||
|
}) |
||||
|
.map((lookupItem) => { |
||||
|
lookupItem.dataProviderInfo = this.getDataProviderInfo(); |
||||
|
lookupItem.dataSource = 'GHOSTFOLIO'; |
||||
|
|
||||
|
return lookupItem; |
||||
|
}); |
||||
|
|
||||
|
results.items = filteredItems; |
||||
|
|
||||
|
return results; |
||||
|
} catch (error) { |
||||
|
Logger.error(error, 'GhostfolioService'); |
||||
|
|
||||
|
throw error; |
||||
|
} |
||||
|
} |
||||
|
|
||||
|
private getDataProviderInfo(): DataProviderInfo { |
||||
|
const ghostfolioDataProviderService = new GhostfolioDataProviderService( |
||||
|
this.configurationService, |
||||
|
this.propertyService |
||||
|
); |
||||
|
|
||||
|
return { |
||||
|
...ghostfolioDataProviderService.getDataProviderInfo(), |
||||
|
isPremium: false, |
||||
|
name: 'Ghostfolio Premium' |
||||
|
}; |
||||
|
} |
||||
|
|
||||
|
private getDataProviderServices() { |
||||
|
return this.configurationService |
||||
|
.get('DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER') |
||||
|
.map((dataSource) => { |
||||
|
return this.dataProviderService.getDataProvider(DataSource[dataSource]); |
||||
|
}); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,189 @@ |
|||||
|
import { AdminService } from '@ghostfolio/api/app/admin/admin.service'; |
||||
|
import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service'; |
||||
|
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator'; |
||||
|
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'; |
||||
|
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
||||
|
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service'; |
||||
|
import { |
||||
|
ghostfolioFearAndGreedIndexDataSourceCryptocurrencies, |
||||
|
ghostfolioFearAndGreedIndexDataSourceStocks, |
||||
|
ghostfolioFearAndGreedIndexSymbolCryptocurrencies, |
||||
|
ghostfolioFearAndGreedIndexSymbolStocks |
||||
|
} from '@ghostfolio/common/config'; |
||||
|
import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper'; |
||||
|
import { |
||||
|
MarketDataDetailsResponse, |
||||
|
MarketDataOfMarketsResponse |
||||
|
} from '@ghostfolio/common/interfaces'; |
||||
|
import { hasPermission, permissions } from '@ghostfolio/common/permissions'; |
||||
|
import { RequestWithUser } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { |
||||
|
Body, |
||||
|
Controller, |
||||
|
Get, |
||||
|
HttpException, |
||||
|
Inject, |
||||
|
Param, |
||||
|
Post, |
||||
|
Query, |
||||
|
UseGuards |
||||
|
} from '@nestjs/common'; |
||||
|
import { REQUEST } from '@nestjs/core'; |
||||
|
import { AuthGuard } from '@nestjs/passport'; |
||||
|
import { DataSource, Prisma } from '@prisma/client'; |
||||
|
import { parseISO } from 'date-fns'; |
||||
|
import { getReasonPhrase, StatusCodes } from 'http-status-codes'; |
||||
|
|
||||
|
import { UpdateBulkMarketDataDto } from './update-bulk-market-data.dto'; |
||||
|
|
||||
|
@Controller('market-data') |
||||
|
export class MarketDataController { |
||||
|
public constructor( |
||||
|
private readonly adminService: AdminService, |
||||
|
private readonly marketDataService: MarketDataService, |
||||
|
@Inject(REQUEST) private readonly request: RequestWithUser, |
||||
|
private readonly symbolProfileService: SymbolProfileService, |
||||
|
private readonly symbolService: SymbolService |
||||
|
) {} |
||||
|
|
||||
|
@Get('markets') |
||||
|
@HasPermission(permissions.readMarketDataOfMarkets) |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
public async getMarketDataOfMarkets( |
||||
|
@Query('includeHistoricalData') includeHistoricalData = 0 |
||||
|
): Promise<MarketDataOfMarketsResponse> { |
||||
|
const [ |
||||
|
marketDataFearAndGreedIndexCryptocurrencies, |
||||
|
marketDataFearAndGreedIndexStocks |
||||
|
] = await Promise.all([ |
||||
|
this.symbolService.get({ |
||||
|
includeHistoricalData, |
||||
|
dataGatheringItem: { |
||||
|
dataSource: ghostfolioFearAndGreedIndexDataSourceCryptocurrencies, |
||||
|
symbol: ghostfolioFearAndGreedIndexSymbolCryptocurrencies |
||||
|
} |
||||
|
}), |
||||
|
this.symbolService.get({ |
||||
|
includeHistoricalData, |
||||
|
dataGatheringItem: { |
||||
|
dataSource: ghostfolioFearAndGreedIndexDataSourceStocks, |
||||
|
symbol: ghostfolioFearAndGreedIndexSymbolStocks |
||||
|
} |
||||
|
}) |
||||
|
]); |
||||
|
|
||||
|
return { |
||||
|
fearAndGreedIndex: { |
||||
|
CRYPTOCURRENCIES: { |
||||
|
...marketDataFearAndGreedIndexCryptocurrencies |
||||
|
}, |
||||
|
STOCKS: { |
||||
|
...marketDataFearAndGreedIndexStocks |
||||
|
} |
||||
|
} |
||||
|
}; |
||||
|
} |
||||
|
|
||||
|
@Get(':dataSource/:symbol') |
||||
|
@UseGuards(AuthGuard('jwt')) |
||||
|
public async getMarketDataBySymbol( |
||||
|
@Param('dataSource') dataSource: DataSource, |
||||
|
@Param('symbol') symbol: string |
||||
|
): Promise<MarketDataDetailsResponse> { |
||||
|
const [assetProfile] = await this.symbolProfileService.getSymbolProfiles([ |
||||
|
{ dataSource, symbol } |
||||
|
]); |
||||
|
|
||||
|
if (!assetProfile && !isCurrency(getCurrencyFromSymbol(symbol))) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.NOT_FOUND), |
||||
|
StatusCodes.NOT_FOUND |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
const canReadAllAssetProfiles = hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.readMarketData |
||||
|
); |
||||
|
|
||||
|
const canReadOwnAssetProfile = |
||||
|
assetProfile?.userId === this.request.user.id && |
||||
|
hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.readMarketDataOfOwnAssetProfile |
||||
|
); |
||||
|
|
||||
|
if (!canReadAllAssetProfiles && !canReadOwnAssetProfile) { |
||||
|
throw new HttpException( |
||||
|
assetProfile.userId |
||||
|
? getReasonPhrase(StatusCodes.NOT_FOUND) |
||||
|
: getReasonPhrase(StatusCodes.FORBIDDEN), |
||||
|
assetProfile.userId ? StatusCodes.NOT_FOUND : StatusCodes.FORBIDDEN |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
return this.adminService.getMarketDataBySymbol({ dataSource, symbol }); |
||||
|
} |
||||
|
|
||||
|
@Post(':dataSource/:symbol') |
||||
|
@UseGuards(AuthGuard('jwt')) |
||||
|
public async updateMarketData( |
||||
|
@Body() data: UpdateBulkMarketDataDto, |
||||
|
@Param('dataSource') dataSource: DataSource, |
||||
|
@Param('symbol') symbol: string |
||||
|
) { |
||||
|
const [assetProfile] = await this.symbolProfileService.getSymbolProfiles([ |
||||
|
{ dataSource, symbol } |
||||
|
]); |
||||
|
|
||||
|
if (!assetProfile && !isCurrency(getCurrencyFromSymbol(symbol))) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.NOT_FOUND), |
||||
|
StatusCodes.NOT_FOUND |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
const canUpsertAllAssetProfiles = |
||||
|
hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.createMarketData |
||||
|
) && |
||||
|
hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.updateMarketData |
||||
|
); |
||||
|
|
||||
|
const canUpsertOwnAssetProfile = |
||||
|
assetProfile?.userId === this.request.user.id && |
||||
|
hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.createMarketDataOfOwnAssetProfile |
||||
|
) && |
||||
|
hasPermission( |
||||
|
this.request.user.permissions, |
||||
|
permissions.updateMarketDataOfOwnAssetProfile |
||||
|
); |
||||
|
|
||||
|
if (!canUpsertAllAssetProfiles && !canUpsertOwnAssetProfile) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.FORBIDDEN), |
||||
|
StatusCodes.FORBIDDEN |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
const dataBulkUpdate: Prisma.MarketDataUpdateInput[] = data.marketData.map( |
||||
|
({ date, marketPrice }) => ({ |
||||
|
dataSource, |
||||
|
marketPrice, |
||||
|
symbol, |
||||
|
date: parseISO(date), |
||||
|
state: 'CLOSE' |
||||
|
}) |
||||
|
); |
||||
|
|
||||
|
return this.marketDataService.updateMany({ |
||||
|
data: dataBulkUpdate |
||||
|
}); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,19 @@ |
|||||
|
import { AdminModule } from '@ghostfolio/api/app/admin/admin.module'; |
||||
|
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module'; |
||||
|
import { MarketDataModule as MarketDataServiceModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
||||
|
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { MarketDataController } from './market-data.controller'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [MarketDataController], |
||||
|
imports: [ |
||||
|
AdminModule, |
||||
|
MarketDataServiceModule, |
||||
|
SymbolModule, |
||||
|
SymbolProfileModule |
||||
|
] |
||||
|
}) |
||||
|
export class MarketDataModule {} |
||||
@ -0,0 +1,24 @@ |
|||||
|
import { Type } from 'class-transformer'; |
||||
|
import { |
||||
|
ArrayNotEmpty, |
||||
|
IsArray, |
||||
|
IsISO8601, |
||||
|
IsNumber, |
||||
|
IsOptional |
||||
|
} from 'class-validator'; |
||||
|
|
||||
|
export class UpdateBulkMarketDataDto { |
||||
|
@ArrayNotEmpty() |
||||
|
@IsArray() |
||||
|
@Type(() => UpdateMarketDataDto) |
||||
|
marketData: UpdateMarketDataDto[]; |
||||
|
} |
||||
|
|
||||
|
class UpdateMarketDataDto { |
||||
|
@IsISO8601() |
||||
|
@IsOptional() |
||||
|
date?: string; |
||||
|
|
||||
|
@IsNumber() |
||||
|
marketPrice: number; |
||||
|
} |
||||
@ -0,0 +1,52 @@ |
|||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { |
||||
|
DATE_FORMAT, |
||||
|
getYesterday, |
||||
|
interpolate |
||||
|
} from '@ghostfolio/common/helper'; |
||||
|
|
||||
|
import { Controller, Get, Res, VERSION_NEUTRAL, Version } from '@nestjs/common'; |
||||
|
import { format } from 'date-fns'; |
||||
|
import { Response } from 'express'; |
||||
|
import { readFileSync } from 'node:fs'; |
||||
|
import { join } from 'node:path'; |
||||
|
|
||||
|
import { SitemapService } from './sitemap.service'; |
||||
|
|
||||
|
@Controller('sitemap.xml') |
||||
|
export class SitemapController { |
||||
|
public sitemapXml = ''; |
||||
|
|
||||
|
public constructor( |
||||
|
private readonly configurationService: ConfigurationService, |
||||
|
private readonly sitemapService: SitemapService |
||||
|
) { |
||||
|
try { |
||||
|
this.sitemapXml = readFileSync( |
||||
|
join(__dirname, 'assets', 'sitemap.xml'), |
||||
|
'utf8' |
||||
|
); |
||||
|
} catch {} |
||||
|
} |
||||
|
|
||||
|
@Get() |
||||
|
@Version(VERSION_NEUTRAL) |
||||
|
public getSitemapXml(@Res() response: Response) { |
||||
|
const currentDate = format(getYesterday(), DATE_FORMAT); |
||||
|
|
||||
|
response.setHeader('content-type', 'application/xml'); |
||||
|
response.send( |
||||
|
interpolate(this.sitemapXml, { |
||||
|
blogPosts: this.sitemapService.getBlogPosts({ currentDate }), |
||||
|
personalFinanceTools: this.configurationService.get( |
||||
|
'ENABLE_FEATURE_SUBSCRIPTION' |
||||
|
) |
||||
|
? this.sitemapService.getPersonalFinanceTools({ currentDate }) |
||||
|
: '', |
||||
|
publicRoutes: this.sitemapService.getPublicRoutes({ |
||||
|
currentDate |
||||
|
}) |
||||
|
}) |
||||
|
); |
||||
|
} |
||||
|
} |
||||
@ -1,11 +1,14 @@ |
|||||
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module'; |
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module'; |
||||
|
import { I18nModule } from '@ghostfolio/api/services/i18n/i18n.module'; |
||||
|
|
||||
import { Module } from '@nestjs/common'; |
import { Module } from '@nestjs/common'; |
||||
|
|
||||
import { SitemapController } from './sitemap.controller'; |
import { SitemapController } from './sitemap.controller'; |
||||
|
import { SitemapService } from './sitemap.service'; |
||||
|
|
||||
@Module({ |
@Module({ |
||||
controllers: [SitemapController], |
controllers: [SitemapController], |
||||
imports: [ConfigurationModule] |
imports: [ConfigurationModule, I18nModule], |
||||
|
providers: [SitemapService] |
||||
}) |
}) |
||||
export class SitemapModule {} |
export class SitemapModule {} |
||||
@ -0,0 +1,252 @@ |
|||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service'; |
||||
|
import { SUPPORTED_LANGUAGE_CODES } from '@ghostfolio/common/config'; |
||||
|
import { personalFinanceTools } from '@ghostfolio/common/personal-finance-tools'; |
||||
|
import { PublicRoute } from '@ghostfolio/common/routes/interfaces/public-route.interface'; |
||||
|
import { publicRoutes } from '@ghostfolio/common/routes/routes'; |
||||
|
|
||||
|
import { Injectable } from '@nestjs/common'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class SitemapService { |
||||
|
private static readonly TRANSLATION_TAGGED_MESSAGE_REGEX = |
||||
|
/:.*@@(?<id>[a-zA-Z0-9.]+):(?<message>.+)/; |
||||
|
|
||||
|
public constructor( |
||||
|
private readonly configurationService: ConfigurationService, |
||||
|
private readonly i18nService: I18nService |
||||
|
) {} |
||||
|
|
||||
|
public getBlogPosts({ currentDate }: { currentDate: string }) { |
||||
|
const rootUrl = this.configurationService.get('ROOT_URL'); |
||||
|
|
||||
|
return [ |
||||
|
{ |
||||
|
languageCode: 'de', |
||||
|
routerLink: ['2021', '07', 'hallo-ghostfolio'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2021', '07', 'hello-ghostfolio'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '01', 'ghostfolio-first-months-in-open-source'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '07', 'ghostfolio-meets-internet-identity'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '07', 'how-do-i-get-my-finances-in-order'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '08', '500-stars-on-github'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '10', 'hacktoberfest-2022'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2022', '11', 'black-friday-2022'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: [ |
||||
|
'2022', |
||||
|
'12', |
||||
|
'the-importance-of-tracking-your-personal-finances' |
||||
|
] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'de', |
||||
|
routerLink: ['2023', '01', 'ghostfolio-auf-sackgeld-vorgestellt'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '02', 'ghostfolio-meets-umbrel'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '03', 'ghostfolio-reaches-1000-stars-on-github'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: [ |
||||
|
'2023', |
||||
|
'05', |
||||
|
'unlock-your-financial-potential-with-ghostfolio' |
||||
|
] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '07', 'exploring-the-path-to-fire'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '08', 'ghostfolio-joins-oss-friends'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '09', 'ghostfolio-2'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '09', 'hacktoberfest-2023'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '11', 'black-week-2023'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2023', '11', 'hacktoberfest-2023-debriefing'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2024', '09', 'hacktoberfest-2024'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2024', '11', 'black-weeks-2024'] |
||||
|
}, |
||||
|
{ |
||||
|
languageCode: 'en', |
||||
|
routerLink: ['2025', '09', 'hacktoberfest-2025'] |
||||
|
} |
||||
|
] |
||||
|
.map(({ languageCode, routerLink }) => { |
||||
|
return this.createRouteSitemapUrl({ |
||||
|
currentDate, |
||||
|
languageCode, |
||||
|
rootUrl, |
||||
|
route: { |
||||
|
routerLink: [publicRoutes.blog.path, ...routerLink], |
||||
|
path: undefined |
||||
|
} |
||||
|
}); |
||||
|
}) |
||||
|
.join('\n'); |
||||
|
} |
||||
|
|
||||
|
public getPersonalFinanceTools({ currentDate }: { currentDate: string }) { |
||||
|
const rootUrl = this.configurationService.get('ROOT_URL'); |
||||
|
|
||||
|
return SUPPORTED_LANGUAGE_CODES.flatMap((languageCode) => { |
||||
|
const resourcesPath = this.i18nService.getTranslation({ |
||||
|
languageCode, |
||||
|
id: publicRoutes.resources.path.match( |
||||
|
SitemapService.TRANSLATION_TAGGED_MESSAGE_REGEX |
||||
|
).groups.id |
||||
|
}); |
||||
|
|
||||
|
const personalFinanceToolsPath = this.i18nService.getTranslation({ |
||||
|
languageCode, |
||||
|
id: publicRoutes.resources.subRoutes.personalFinanceTools.path.match( |
||||
|
SitemapService.TRANSLATION_TAGGED_MESSAGE_REGEX |
||||
|
).groups.id |
||||
|
}); |
||||
|
|
||||
|
const productPath = this.i18nService.getTranslation({ |
||||
|
languageCode, |
||||
|
id: publicRoutes.resources.subRoutes.personalFinanceTools.subRoutes.product.path.match( |
||||
|
SitemapService.TRANSLATION_TAGGED_MESSAGE_REGEX |
||||
|
).groups.id |
||||
|
}); |
||||
|
|
||||
|
return personalFinanceTools.map(({ alias, key }) => { |
||||
|
const routerLink = [ |
||||
|
resourcesPath, |
||||
|
personalFinanceToolsPath, |
||||
|
`${productPath}-${alias ?? key}` |
||||
|
]; |
||||
|
|
||||
|
return this.createRouteSitemapUrl({ |
||||
|
currentDate, |
||||
|
languageCode, |
||||
|
rootUrl, |
||||
|
route: { |
||||
|
routerLink, |
||||
|
path: undefined |
||||
|
} |
||||
|
}); |
||||
|
}); |
||||
|
}).join('\n'); |
||||
|
} |
||||
|
|
||||
|
public getPublicRoutes({ currentDate }: { currentDate: string }) { |
||||
|
const rootUrl = this.configurationService.get('ROOT_URL'); |
||||
|
|
||||
|
return SUPPORTED_LANGUAGE_CODES.flatMap((languageCode) => { |
||||
|
const params = { |
||||
|
currentDate, |
||||
|
languageCode, |
||||
|
rootUrl |
||||
|
}; |
||||
|
|
||||
|
return [ |
||||
|
this.createRouteSitemapUrl(params), |
||||
|
...this.createSitemapUrls(params, publicRoutes) |
||||
|
]; |
||||
|
}).join('\n'); |
||||
|
} |
||||
|
|
||||
|
private createRouteSitemapUrl({ |
||||
|
currentDate, |
||||
|
languageCode, |
||||
|
rootUrl, |
||||
|
route |
||||
|
}: { |
||||
|
currentDate: string; |
||||
|
languageCode: string; |
||||
|
rootUrl: string; |
||||
|
route?: PublicRoute; |
||||
|
}): string { |
||||
|
const segments = |
||||
|
route?.routerLink.map((link) => { |
||||
|
const match = link.match( |
||||
|
SitemapService.TRANSLATION_TAGGED_MESSAGE_REGEX |
||||
|
); |
||||
|
|
||||
|
const segment = match |
||||
|
? (this.i18nService.getTranslation({ |
||||
|
languageCode, |
||||
|
id: match.groups.id |
||||
|
}) ?? match.groups.message) |
||||
|
: link; |
||||
|
|
||||
|
return segment.replace(/^\/+|\/+$/, ''); |
||||
|
}) ?? []; |
||||
|
|
||||
|
const location = [rootUrl, languageCode, ...segments].join('/'); |
||||
|
|
||||
|
return [ |
||||
|
' <url>', |
||||
|
` <loc>${location}</loc>`, |
||||
|
` <lastmod>${currentDate}T00:00:00+00:00</lastmod>`, |
||||
|
' </url>' |
||||
|
].join('\n'); |
||||
|
} |
||||
|
|
||||
|
private createSitemapUrls( |
||||
|
params: { currentDate: string; languageCode: string; rootUrl: string }, |
||||
|
routes: Record<string, PublicRoute> |
||||
|
): string[] { |
||||
|
return Object.values(routes).flatMap((route) => { |
||||
|
if (route.excludeFromSitemap) { |
||||
|
return []; |
||||
|
} |
||||
|
|
||||
|
const urls = [this.createRouteSitemapUrl({ ...params, route })]; |
||||
|
|
||||
|
if (route.subRoutes) { |
||||
|
urls.push(...this.createSitemapUrls(params, route.subRoutes)); |
||||
|
} |
||||
|
|
||||
|
return urls; |
||||
|
}); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,14 @@ |
|||||
|
import { IsOptional, IsString } from 'class-validator'; |
||||
|
|
||||
|
export class CreateTagDto { |
||||
|
@IsOptional() |
||||
|
@IsString() |
||||
|
id?: string; |
||||
|
|
||||
|
@IsString() |
||||
|
name: string; |
||||
|
|
||||
|
@IsOptional() |
||||
|
@IsString() |
||||
|
userId?: string; |
||||
|
} |
||||
@ -0,0 +1,12 @@ |
|||||
|
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
||||
|
import { TagModule } from '@ghostfolio/api/services/tag/tag.module'; |
||||
|
|
||||
|
import { Module } from '@nestjs/common'; |
||||
|
|
||||
|
import { TagsController } from './tags.controller'; |
||||
|
|
||||
|
@Module({ |
||||
|
controllers: [TagsController], |
||||
|
imports: [PrismaModule, TagModule] |
||||
|
}) |
||||
|
export class TagsModule {} |
||||
@ -0,0 +1,13 @@ |
|||||
|
import { IsOptional, IsString } from 'class-validator'; |
||||
|
|
||||
|
export class UpdateTagDto { |
||||
|
@IsString() |
||||
|
id: string; |
||||
|
|
||||
|
@IsString() |
||||
|
name: string; |
||||
|
|
||||
|
@IsOptional() |
||||
|
@IsString() |
||||
|
userId?: string; |
||||
|
} |
||||
@ -0,0 +1,10 @@ |
|||||
|
import { DataSource } from '@prisma/client'; |
||||
|
import { IsEnum, IsString } from 'class-validator'; |
||||
|
|
||||
|
export class CreateWatchlistItemDto { |
||||
|
@IsEnum(DataSource) |
||||
|
dataSource: DataSource; |
||||
|
|
||||
|
@IsString() |
||||
|
symbol: string; |
||||
|
} |
||||
@ -0,0 +1,100 @@ |
|||||
|
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator'; |
||||
|
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'; |
||||
|
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor'; |
||||
|
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor'; |
||||
|
import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service'; |
||||
|
import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config'; |
||||
|
import { WatchlistResponse } from '@ghostfolio/common/interfaces'; |
||||
|
import { permissions } from '@ghostfolio/common/permissions'; |
||||
|
import { RequestWithUser } from '@ghostfolio/common/types'; |
||||
|
|
||||
|
import { |
||||
|
Body, |
||||
|
Controller, |
||||
|
Delete, |
||||
|
Get, |
||||
|
Headers, |
||||
|
HttpException, |
||||
|
Inject, |
||||
|
Param, |
||||
|
Post, |
||||
|
UseGuards, |
||||
|
UseInterceptors |
||||
|
} from '@nestjs/common'; |
||||
|
import { REQUEST } from '@nestjs/core'; |
||||
|
import { AuthGuard } from '@nestjs/passport'; |
||||
|
import { DataSource } from '@prisma/client'; |
||||
|
import { StatusCodes, getReasonPhrase } from 'http-status-codes'; |
||||
|
|
||||
|
import { CreateWatchlistItemDto } from './create-watchlist-item.dto'; |
||||
|
import { WatchlistService } from './watchlist.service'; |
||||
|
|
||||
|
@Controller('watchlist') |
||||
|
export class WatchlistController { |
||||
|
public constructor( |
||||
|
private readonly impersonationService: ImpersonationService, |
||||
|
@Inject(REQUEST) private readonly request: RequestWithUser, |
||||
|
private readonly watchlistService: WatchlistService |
||||
|
) {} |
||||
|
|
||||
|
@Post() |
||||
|
@HasPermission(permissions.createWatchlistItem) |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
@UseInterceptors(TransformDataSourceInRequestInterceptor) |
||||
|
public async createWatchlistItem(@Body() data: CreateWatchlistItemDto) { |
||||
|
return this.watchlistService.createWatchlistItem({ |
||||
|
dataSource: data.dataSource, |
||||
|
symbol: data.symbol, |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
@Delete(':dataSource/:symbol') |
||||
|
@HasPermission(permissions.deleteWatchlistItem) |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
@UseInterceptors(TransformDataSourceInRequestInterceptor) |
||||
|
public async deleteWatchlistItem( |
||||
|
@Param('dataSource') dataSource: DataSource, |
||||
|
@Param('symbol') symbol: string |
||||
|
) { |
||||
|
const watchlistItems = await this.watchlistService.getWatchlistItems( |
||||
|
this.request.user.id |
||||
|
); |
||||
|
|
||||
|
const watchlistItem = watchlistItems.find((item) => { |
||||
|
return item.dataSource === dataSource && item.symbol === symbol; |
||||
|
}); |
||||
|
|
||||
|
if (!watchlistItem) { |
||||
|
throw new HttpException( |
||||
|
getReasonPhrase(StatusCodes.NOT_FOUND), |
||||
|
StatusCodes.NOT_FOUND |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
return this.watchlistService.deleteWatchlistItem({ |
||||
|
dataSource, |
||||
|
symbol, |
||||
|
userId: this.request.user.id |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
@Get() |
||||
|
@HasPermission(permissions.readWatchlist) |
||||
|
@UseGuards(AuthGuard('jwt'), HasPermissionGuard) |
||||
|
@UseInterceptors(TransformDataSourceInResponseInterceptor) |
||||
|
public async getWatchlistItems( |
||||
|
@Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string |
||||
|
): Promise<WatchlistResponse> { |
||||
|
const impersonationUserId = |
||||
|
await this.impersonationService.validateImpersonationId(impersonationId); |
||||
|
|
||||
|
const watchlist = await this.watchlistService.getWatchlistItems( |
||||
|
impersonationUserId || this.request.user.id |
||||
|
); |
||||
|
|
||||
|
return { |
||||
|
watchlist |
||||
|
}; |
||||
|
} |
||||
|
} |
||||
@ -1,36 +1,31 @@ |
|||||
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; |
|
||||
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module'; |
|
||||
import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module'; |
import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module'; |
||||
import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module'; |
import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module'; |
||||
import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module'; |
import { BenchmarkModule } from '@ghostfolio/api/services/benchmark/benchmark.module'; |
||||
import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.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 { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module'; |
||||
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
||||
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
||||
import { PropertyModule } from '@ghostfolio/api/services/property/property.module'; |
import { DataGatheringModule } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.module'; |
||||
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
||||
|
|
||||
import { Module } from '@nestjs/common'; |
import { Module } from '@nestjs/common'; |
||||
|
|
||||
import { BenchmarkController } from './benchmark.controller'; |
import { WatchlistController } from './watchlist.controller'; |
||||
import { BenchmarkService } from './benchmark.service'; |
import { WatchlistService } from './watchlist.service'; |
||||
|
|
||||
@Module({ |
@Module({ |
||||
controllers: [BenchmarkController], |
controllers: [WatchlistController], |
||||
exports: [BenchmarkService], |
|
||||
imports: [ |
imports: [ |
||||
ConfigurationModule, |
BenchmarkModule, |
||||
|
DataGatheringModule, |
||||
DataProviderModule, |
DataProviderModule, |
||||
ExchangeRateDataModule, |
ImpersonationModule, |
||||
MarketDataModule, |
MarketDataModule, |
||||
PrismaModule, |
PrismaModule, |
||||
PropertyModule, |
|
||||
RedisCacheModule, |
|
||||
SymbolModule, |
|
||||
SymbolProfileModule, |
SymbolProfileModule, |
||||
TransformDataSourceInRequestModule, |
TransformDataSourceInRequestModule, |
||||
TransformDataSourceInResponseModule |
TransformDataSourceInResponseModule |
||||
], |
], |
||||
providers: [BenchmarkService] |
providers: [WatchlistService] |
||||
}) |
}) |
||||
export class BenchmarkModule {} |
export class WatchlistModule {} |
||||
@ -0,0 +1,155 @@ |
|||||
|
import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service'; |
||||
|
import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service'; |
||||
|
import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
||||
|
import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.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 { WatchlistResponse } from '@ghostfolio/common/interfaces'; |
||||
|
|
||||
|
import { BadRequestException, Injectable } from '@nestjs/common'; |
||||
|
import { DataSource, Prisma } from '@prisma/client'; |
||||
|
|
||||
|
@Injectable() |
||||
|
export class WatchlistService { |
||||
|
public constructor( |
||||
|
private readonly benchmarkService: BenchmarkService, |
||||
|
private readonly dataGatheringService: DataGatheringService, |
||||
|
private readonly dataProviderService: DataProviderService, |
||||
|
private readonly marketDataService: MarketDataService, |
||||
|
private readonly prismaService: PrismaService, |
||||
|
private readonly symbolProfileService: SymbolProfileService |
||||
|
) {} |
||||
|
|
||||
|
public async createWatchlistItem({ |
||||
|
dataSource, |
||||
|
symbol, |
||||
|
userId |
||||
|
}: { |
||||
|
dataSource: DataSource; |
||||
|
symbol: string; |
||||
|
userId: string; |
||||
|
}): Promise<void> { |
||||
|
const symbolProfile = await this.prismaService.symbolProfile.findUnique({ |
||||
|
where: { |
||||
|
dataSource_symbol: { dataSource, symbol } |
||||
|
} |
||||
|
}); |
||||
|
|
||||
|
if (!symbolProfile) { |
||||
|
const assetProfiles = await this.dataProviderService.getAssetProfiles([ |
||||
|
{ dataSource, symbol } |
||||
|
]); |
||||
|
|
||||
|
if (!assetProfiles[symbol]?.currency) { |
||||
|
throw new BadRequestException( |
||||
|
`Asset profile not found for ${symbol} (${dataSource})` |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await this.symbolProfileService.add( |
||||
|
assetProfiles[symbol] as Prisma.SymbolProfileCreateInput |
||||
|
); |
||||
|
} |
||||
|
|
||||
|
await this.dataGatheringService.gatherSymbol({ |
||||
|
dataSource, |
||||
|
symbol |
||||
|
}); |
||||
|
|
||||
|
await this.prismaService.user.update({ |
||||
|
data: { |
||||
|
watchlist: { |
||||
|
connect: { |
||||
|
dataSource_symbol: { dataSource, symbol } |
||||
|
} |
||||
|
} |
||||
|
}, |
||||
|
where: { id: userId } |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
public async deleteWatchlistItem({ |
||||
|
dataSource, |
||||
|
symbol, |
||||
|
userId |
||||
|
}: { |
||||
|
dataSource: DataSource; |
||||
|
symbol: string; |
||||
|
userId: string; |
||||
|
}) { |
||||
|
await this.prismaService.user.update({ |
||||
|
data: { |
||||
|
watchlist: { |
||||
|
disconnect: { |
||||
|
dataSource_symbol: { dataSource, symbol } |
||||
|
} |
||||
|
} |
||||
|
}, |
||||
|
where: { id: userId } |
||||
|
}); |
||||
|
} |
||||
|
|
||||
|
public async getWatchlistItems( |
||||
|
userId: string |
||||
|
): Promise<WatchlistResponse['watchlist']> { |
||||
|
const user = await this.prismaService.user.findUnique({ |
||||
|
select: { |
||||
|
watchlist: { |
||||
|
select: { dataSource: true, symbol: true } |
||||
|
} |
||||
|
}, |
||||
|
where: { id: userId } |
||||
|
}); |
||||
|
|
||||
|
const [assetProfiles, quotes] = await Promise.all([ |
||||
|
this.symbolProfileService.getSymbolProfiles(user.watchlist), |
||||
|
this.dataProviderService.getQuotes({ |
||||
|
items: user.watchlist.map(({ dataSource, symbol }) => { |
||||
|
return { dataSource, symbol }; |
||||
|
}) |
||||
|
}) |
||||
|
]); |
||||
|
|
||||
|
const watchlist = await Promise.all( |
||||
|
user.watchlist.map(async ({ dataSource, symbol }) => { |
||||
|
const assetProfile = assetProfiles.find((profile) => { |
||||
|
return profile.dataSource === dataSource && profile.symbol === symbol; |
||||
|
}); |
||||
|
|
||||
|
const [allTimeHigh, trends] = await Promise.all([ |
||||
|
this.marketDataService.getMax({ |
||||
|
dataSource, |
||||
|
symbol |
||||
|
}), |
||||
|
this.benchmarkService.getBenchmarkTrends({ dataSource, symbol }) |
||||
|
]); |
||||
|
|
||||
|
const performancePercent = |
||||
|
this.benchmarkService.calculateChangeInPercentage( |
||||
|
allTimeHigh?.marketPrice, |
||||
|
quotes[symbol]?.marketPrice |
||||
|
); |
||||
|
|
||||
|
return { |
||||
|
dataSource, |
||||
|
symbol, |
||||
|
marketCondition: |
||||
|
this.benchmarkService.getMarketCondition(performancePercent), |
||||
|
name: assetProfile?.name, |
||||
|
performances: { |
||||
|
allTimeHigh: { |
||||
|
performancePercent, |
||||
|
date: allTimeHigh?.date |
||||
|
} |
||||
|
}, |
||||
|
trend50d: trends.trend50d, |
||||
|
trend200d: trends.trend200d |
||||
|
}; |
||||
|
}) |
||||
|
); |
||||
|
|
||||
|
return watchlist.sort((a, b) => { |
||||
|
return a.name.localeCompare(b.name); |
||||
|
}); |
||||
|
} |
||||
|
} |
||||
@ -0,0 +1,10 @@ |
|||||
|
import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto'; |
||||
|
import { AccountBalance } from '@ghostfolio/common/interfaces'; |
||||
|
|
||||
|
import { IsArray, IsOptional } from 'class-validator'; |
||||
|
|
||||
|
export class CreateAccountWithBalancesDto extends CreateAccountDto { |
||||
|
@IsArray() |
||||
|
@IsOptional() |
||||
|
balances?: AccountBalance[]; |
||||
|
} |
||||
@ -0,0 +1,17 @@ |
|||||
|
import { MarketData } from '@ghostfolio/common/interfaces'; |
||||
|
|
||||
|
import { DataSource } from '@prisma/client'; |
||||
|
import { IsArray, IsEnum, IsOptional } from 'class-validator'; |
||||
|
|
||||
|
import { CreateAssetProfileDto } from '../admin/create-asset-profile.dto'; |
||||
|
|
||||
|
export class CreateAssetProfileWithMarketDataDto extends CreateAssetProfileDto { |
||||
|
@IsEnum([DataSource.MANUAL], { |
||||
|
message: `dataSource must be '${DataSource.MANUAL}'` |
||||
|
}) |
||||
|
dataSource: DataSource; |
||||
|
|
||||
|
@IsArray() |
||||
|
@IsOptional() |
||||
|
marketData?: MarketData[]; |
||||
|
} |
||||
@ -1,18 +1,33 @@ |
|||||
import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto'; |
|
||||
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto'; |
import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto'; |
||||
|
|
||||
import { Type } from 'class-transformer'; |
import { Type } from 'class-transformer'; |
||||
import { IsArray, IsOptional, ValidateNested } from 'class-validator'; |
import { IsArray, IsOptional, ValidateNested } from 'class-validator'; |
||||
|
|
||||
|
import { CreateTagDto } from '../endpoints/tags/create-tag.dto'; |
||||
|
import { CreateAccountWithBalancesDto } from './create-account-with-balances.dto'; |
||||
|
import { CreateAssetProfileWithMarketDataDto } from './create-asset-profile-with-market-data.dto'; |
||||
|
|
||||
export class ImportDataDto { |
export class ImportDataDto { |
||||
@IsOptional() |
|
||||
@IsArray() |
@IsArray() |
||||
@Type(() => CreateAccountDto) |
@IsOptional() |
||||
|
@Type(() => CreateAccountWithBalancesDto) |
||||
@ValidateNested({ each: true }) |
@ValidateNested({ each: true }) |
||||
accounts: CreateAccountDto[]; |
accounts?: CreateAccountWithBalancesDto[]; |
||||
|
|
||||
@IsArray() |
@IsArray() |
||||
@Type(() => CreateOrderDto) |
@Type(() => CreateOrderDto) |
||||
@ValidateNested({ each: true }) |
@ValidateNested({ each: true }) |
||||
activities: CreateOrderDto[]; |
activities: CreateOrderDto[]; |
||||
|
|
||||
|
@IsArray() |
||||
|
@IsOptional() |
||||
|
@Type(() => CreateAssetProfileWithMarketDataDto) |
||||
|
@ValidateNested({ each: true }) |
||||
|
assetProfiles?: CreateAssetProfileWithMarketDataDto[]; |
||||
|
|
||||
|
@IsArray() |
||||
|
@IsOptional() |
||||
|
@Type(() => CreateTagDto) |
||||
|
@ValidateNested({ each: true }) |
||||
|
tags?: CreateTagDto[]; |
||||
} |
} |
||||
|
|||||
@ -0,0 +1,208 @@ |
|||||
|
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface'; |
||||
|
import { |
||||
|
activityDummyData, |
||||
|
symbolProfileDummyData, |
||||
|
userDummyData |
||||
|
} from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils'; |
||||
|
import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; |
||||
|
import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; |
||||
|
import { CurrentRateServiceMock } from '@ghostfolio/api/app/portfolio/current-rate.service.mock'; |
||||
|
import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service'; |
||||
|
import { RedisCacheServiceMock } from '@ghostfolio/api/app/redis-cache/redis-cache.service.mock'; |
||||
|
import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
||||
|
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
||||
|
import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service'; |
||||
|
import { PortfolioSnapshotServiceMock } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service.mock'; |
||||
|
import { parseDate } from '@ghostfolio/common/helper'; |
||||
|
import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type'; |
||||
|
|
||||
|
import { Big } from 'big.js'; |
||||
|
|
||||
|
jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => { |
||||
|
return { |
||||
|
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
|
CurrentRateService: jest.fn().mockImplementation(() => { |
||||
|
return CurrentRateServiceMock; |
||||
|
}) |
||||
|
}; |
||||
|
}); |
||||
|
|
||||
|
jest.mock( |
||||
|
'@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service', |
||||
|
() => { |
||||
|
return { |
||||
|
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
|
PortfolioSnapshotService: jest.fn().mockImplementation(() => { |
||||
|
return PortfolioSnapshotServiceMock; |
||||
|
}) |
||||
|
}; |
||||
|
} |
||||
|
); |
||||
|
|
||||
|
jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => { |
||||
|
return { |
||||
|
// eslint-disable-next-line @typescript-eslint/naming-convention
|
||||
|
RedisCacheService: jest.fn().mockImplementation(() => { |
||||
|
return RedisCacheServiceMock; |
||||
|
}) |
||||
|
}; |
||||
|
}); |
||||
|
|
||||
|
describe('PortfolioCalculator', () => { |
||||
|
let configurationService: ConfigurationService; |
||||
|
let currentRateService: CurrentRateService; |
||||
|
let exchangeRateDataService: ExchangeRateDataService; |
||||
|
let portfolioCalculatorFactory: PortfolioCalculatorFactory; |
||||
|
let portfolioSnapshotService: PortfolioSnapshotService; |
||||
|
let redisCacheService: RedisCacheService; |
||||
|
|
||||
|
beforeEach(() => { |
||||
|
configurationService = new ConfigurationService(); |
||||
|
|
||||
|
currentRateService = new CurrentRateService(null, null, null, null); |
||||
|
|
||||
|
exchangeRateDataService = new ExchangeRateDataService( |
||||
|
null, |
||||
|
null, |
||||
|
null, |
||||
|
null |
||||
|
); |
||||
|
|
||||
|
portfolioSnapshotService = new PortfolioSnapshotService(null); |
||||
|
|
||||
|
redisCacheService = new RedisCacheService(null, null); |
||||
|
|
||||
|
portfolioCalculatorFactory = new PortfolioCalculatorFactory( |
||||
|
configurationService, |
||||
|
currentRateService, |
||||
|
exchangeRateDataService, |
||||
|
portfolioSnapshotService, |
||||
|
redisCacheService |
||||
|
); |
||||
|
}); |
||||
|
|
||||
|
describe('get current positions', () => { |
||||
|
it.only('with BALN.SW buy and buy', async () => { |
||||
|
jest.useFakeTimers().setSystemTime(parseDate('2021-12-18').getTime()); |
||||
|
|
||||
|
const activities: Activity[] = [ |
||||
|
{ |
||||
|
...activityDummyData, |
||||
|
date: new Date('2021-11-22'), |
||||
|
feeInAssetProfileCurrency: 1.55, |
||||
|
quantity: 2, |
||||
|
SymbolProfile: { |
||||
|
...symbolProfileDummyData, |
||||
|
currency: 'CHF', |
||||
|
dataSource: 'YAHOO', |
||||
|
name: 'Bâloise Holding AG', |
||||
|
symbol: 'BALN.SW' |
||||
|
}, |
||||
|
type: 'BUY', |
||||
|
unitPriceInAssetProfileCurrency: 142.9 |
||||
|
}, |
||||
|
{ |
||||
|
...activityDummyData, |
||||
|
date: new Date('2021-11-30'), |
||||
|
feeInAssetProfileCurrency: 1.65, |
||||
|
quantity: 2, |
||||
|
SymbolProfile: { |
||||
|
...symbolProfileDummyData, |
||||
|
currency: 'CHF', |
||||
|
dataSource: 'YAHOO', |
||||
|
name: 'Bâloise Holding AG', |
||||
|
symbol: 'BALN.SW' |
||||
|
}, |
||||
|
type: 'BUY', |
||||
|
unitPriceInAssetProfileCurrency: 136.6 |
||||
|
} |
||||
|
]; |
||||
|
|
||||
|
const portfolioCalculator = portfolioCalculatorFactory.createCalculator({ |
||||
|
activities, |
||||
|
calculationType: PerformanceCalculationType.ROAI, |
||||
|
currency: 'CHF', |
||||
|
userId: userDummyData.id |
||||
|
}); |
||||
|
|
||||
|
const portfolioSnapshot = await portfolioCalculator.computeSnapshot(); |
||||
|
|
||||
|
const investments = portfolioCalculator.getInvestments(); |
||||
|
|
||||
|
const investmentsByMonth = portfolioCalculator.getInvestmentsByGroup({ |
||||
|
data: portfolioSnapshot.historicalData, |
||||
|
groupBy: 'month' |
||||
|
}); |
||||
|
|
||||
|
expect(portfolioSnapshot).toMatchObject({ |
||||
|
currentValueInBaseCurrency: new Big('595.6'), |
||||
|
errors: [], |
||||
|
hasErrors: false, |
||||
|
positions: [ |
||||
|
{ |
||||
|
averagePrice: new Big('139.75'), |
||||
|
currency: 'CHF', |
||||
|
dataSource: 'YAHOO', |
||||
|
dividend: new Big('0'), |
||||
|
dividendInBaseCurrency: new Big('0'), |
||||
|
fee: new Big('3.2'), |
||||
|
feeInBaseCurrency: new Big('3.2'), |
||||
|
firstBuyDate: '2021-11-22', |
||||
|
grossPerformance: new Big('36.6'), |
||||
|
grossPerformancePercentage: new Big('0.07706261539956593567'), |
||||
|
grossPerformancePercentageWithCurrencyEffect: new Big( |
||||
|
'0.07706261539956593567' |
||||
|
), |
||||
|
grossPerformanceWithCurrencyEffect: new Big('36.6'), |
||||
|
investment: new Big('559'), |
||||
|
investmentWithCurrencyEffect: new Big('559'), |
||||
|
netPerformance: new Big('33.4'), |
||||
|
netPerformancePercentage: new Big('0.07032490039195361342'), |
||||
|
netPerformancePercentageWithCurrencyEffectMap: { |
||||
|
max: new Big('0.06986689805847808234') |
||||
|
}, |
||||
|
netPerformanceWithCurrencyEffectMap: { |
||||
|
max: new Big('33.4') |
||||
|
}, |
||||
|
marketPrice: 148.9, |
||||
|
marketPriceInBaseCurrency: 148.9, |
||||
|
quantity: new Big('4'), |
||||
|
symbol: 'BALN.SW', |
||||
|
tags: [], |
||||
|
timeWeightedInvestment: new Big('474.93846153846153846154'), |
||||
|
timeWeightedInvestmentWithCurrencyEffect: new Big( |
||||
|
'474.93846153846153846154' |
||||
|
), |
||||
|
transactionCount: 2, |
||||
|
valueInBaseCurrency: new Big('595.6') |
||||
|
} |
||||
|
], |
||||
|
totalFeesWithCurrencyEffect: new Big('3.2'), |
||||
|
totalInterestWithCurrencyEffect: new Big('0'), |
||||
|
totalInvestment: new Big('559'), |
||||
|
totalInvestmentWithCurrencyEffect: new Big('559'), |
||||
|
totalLiabilitiesWithCurrencyEffect: new Big('0') |
||||
|
}); |
||||
|
|
||||
|
expect(portfolioSnapshot.historicalData.at(-1)).toMatchObject( |
||||
|
expect.objectContaining({ |
||||
|
netPerformance: 33.4, |
||||
|
netPerformanceInPercentage: 0.07032490039195362, |
||||
|
netPerformanceInPercentageWithCurrencyEffect: 0.07032490039195362, |
||||
|
netPerformanceWithCurrencyEffect: 33.4, |
||||
|
totalInvestmentValueWithCurrencyEffect: 559 |
||||
|
}) |
||||
|
); |
||||
|
|
||||
|
expect(investments).toEqual([ |
||||
|
{ date: '2021-11-22', investment: new Big('285.8') }, |
||||
|
{ date: '2021-11-30', investment: new Big('559') } |
||||
|
]); |
||||
|
|
||||
|
expect(investmentsByMonth).toEqual([ |
||||
|
{ date: '2021-11-01', investment: 559 }, |
||||
|
{ date: '2021-12-01', investment: 0 } |
||||
|
]); |
||||
|
}); |
||||
|
}); |
||||
|
}); |
||||
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