Add tags support in accounts

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

@@ -156,33 +156,31 @@ export class AccountController {
   public async createAccount(
     @Body() data: CreateAccountDto
   ): Promise<AccountModel> {
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
+    const { tags: tagIds, ...accountData } = data;
+
+    if (accountData.platformId) {
+      const platformId = accountData.platformId;
+      delete accountData.platformId;
 
       return this.accountService.createAccount(
         {
-          ...data,
+          ...accountData,
           platform: { connect: { id: platformId } },
-          tags: data.tags?.map((id) => {
-            return { id };
-          }),
           user: { connect: { id: this.request.user.id } }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     } else {
-      delete data.platformId;
+      delete accountData.platformId;
 
       return this.accountService.createAccount(
         {
-          ...data,
-          tags: data.tags?.map((id) => {
-            return { id };
-          }),
+          ...accountData,
           user: { connect: { id: this.request.user.id } }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     }
   }
@@ -259,18 +257,17 @@ export class AccountController {
       );
     }
 
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
+    const { tags: tagIds, ...accountData } = data;
+
+    if (accountData.platformId) {
+      const platformId = accountData.platformId;
+      delete accountData.platformId;
 
       return this.accountService.updateAccount(
         {
           data: {
-            ...data,
+            ...accountData,
             platform: { connect: { id: platformId } },
-            tags: data.tags?.map((id) => {
-              return { id };
-            }),
             user: { connect: { id: this.request.user.id } }
           },
           where: {
@@ -280,22 +277,20 @@ export class AccountController {
             }
           }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     } else {
       // platformId is null, remove it
-      delete data.platformId;
+      delete accountData.platformId;
 
       return this.accountService.updateAccount(
         {
           data: {
-            ...data,
+            ...accountData,
             platform: originalAccount.platformId
               ? { disconnect: true }
               : undefined,
-            tags: data.tags?.map((id) => {
-              return { id };
-            }),
             user: { connect: { id: this.request.user.id } }
           },
           where: {
@@ -305,7 +300,8 @@ export class AccountController {
             }
           }
         },
-        this.request.user.id
+        this.request.user.id,
+        tagIds
       );
     }
   }

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

@@ -6,7 +6,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 
-import { Injectable } from '@nestjs/common';
+import { HttpException, Injectable } from '@nestjs/common';
 import { EventEmitter2 } from '@nestjs/event-emitter';
 import {
   Account,
@@ -19,6 +19,7 @@ import {
 } from '@prisma/client';
 import { Big } from 'big.js';
 import { format } from 'date-fns';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { groupBy } from 'lodash';
 
 import { CashDetails } from './interfaces/cash-details.interface';
@@ -74,17 +75,20 @@ export class AccountService {
     const { include = {}, skip, take, cursor, where, orderBy } = params;
 
     const isBalancesIncluded = !!include.balances;
+    const isTagsIncluded = !!include.tags;
 
     include.balances = {
       orderBy: { date: 'desc' },
       ...(isBalancesIncluded ? {} : { take: 1 })
     };
 
-    include.tags = {
-      include: {
-        tag: true
-      }
-    };
+    if (isTagsIncluded) {
+      include.tags = {
+        include: {
+          tag: true
+        }
+      };
+    }
 
     const accounts = await this.prismaService.account.findMany({
       cursor,
@@ -99,32 +103,38 @@ export class AccountService {
       const result = {
         ...account,
         balance: account.balances[0]?.value ?? 0,
-        tags: (account.tags as unknown as { tag: Tag }[]).map(({ tag }) => {
-          return tag;
-        })
+        tags: isTagsIncluded
+          ? (account.tags as unknown as { tag: Tag }[]).map(({ tag }) => {
+              return tag;
+            })
+          : undefined
       };
 
       if (!isBalancesIncluded) {
         delete result.balances;
       }
 
+      if (!isTagsIncluded) {
+        delete result.tags;
+      }
+
       return result;
     });
   }
 
   public async createAccount(
-    data: Prisma.AccountCreateInput & { tags?: { id: string }[] },
-    aUserId: string
+    data: Prisma.AccountCreateInput,
+    aUserId: string,
+    tagIds?: string[]
   ): Promise<Account> {
-    const tags = data.tags;
-    delete data.tags;
+    await this.validateTagIds(tagIds, aUserId);
 
     const account = await this.prismaService.account.create({
       data: {
         ...data,
-        tags: tags
+        tags: tagIds
           ? {
-              create: tags.map(({ id: tagId }) => {
+              create: tagIds.map((tagId) => {
                 return {
                   tag: { connect: { id: tagId } }
                 };
@@ -172,7 +182,8 @@ export class AccountService {
     const accounts = await this.accounts({
       include: {
         activities: true,
-        platform: true
+        platform: true,
+        tags: true
       },
       orderBy: { name: 'asc' },
       where: { userId: aUserId }
@@ -249,28 +260,21 @@ export class AccountService {
   public async updateAccount(
     params: {
       where: Prisma.AccountWhereUniqueInput;
-      data: Prisma.AccountUpdateInput & { tags?: { id: string }[] };
+      data: Prisma.AccountUpdateInput;
     },
-    aUserId: string
+    aUserId: string,
+    tagIds?: string[]
   ): Promise<Account> {
     const { data, where } = params;
 
-    const tags = data.tags;
-    delete data.tags;
-
-    await this.accountBalanceService.createOrUpdateAccountBalance({
-      accountId: data.id as string,
-      balance: data.balance as number,
-      date: format(new Date(), DATE_FORMAT),
-      userId: aUserId
-    });
+    await this.validateTagIds(tagIds, aUserId);
 
     const account = await this.prismaService.account.update({
       data: {
         ...data,
-        tags: tags
+        tags: tagIds
           ? {
-              create: tags.map(({ id: tagId }) => {
+              create: tagIds.map((tagId) => {
                 return {
                   tag: { connect: { id: tagId } }
                 };
@@ -282,6 +286,13 @@ export class AccountService {
       where
     });
 
+    await this.accountBalanceService.createOrUpdateAccountBalance({
+      accountId: account.id,
+      balance: data.balance as number,
+      date: format(new Date(), DATE_FORMAT),
+      userId: aUserId
+    });
+
     this.eventEmitter.emit(
       PortfolioChangedEvent.getName(),
       new PortfolioChangedEvent({
@@ -329,4 +340,26 @@ export class AccountService {
       });
     }
   }
+
+  private async validateTagIds(tagIds: string[], userId: string) {
+    if (!tagIds?.length) {
+      return;
+    }
+
+    const uniqueTagIds = Array.from(new Set(tagIds));
+
+    const tagsCount = await this.prismaService.tag.count({
+      where: {
+        id: { in: uniqueTagIds },
+        OR: [{ userId }, { userId: null }]
+      }
+    });
+
+    if (tagsCount !== uniqueTagIds.length) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+  }
 }

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

@@ -570,7 +570,7 @@ export class ActivitiesService {
     ];
 
     const andConditions: Prisma.OrderWhereInput[] = [];
-    const where: Prisma.OrderWhereInput = { AND: andConditions, userId };
+    const where: Prisma.OrderWhereInput = { userId, AND: andConditions };
 
     if (endDate) {
       andConditions.push({ date: { lte: endDate } });

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

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

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

@@ -72,7 +72,8 @@ export class ExportService {
         where,
         include: {
           balances: true,
-          platform: true
+          platform: true,
+          tags: true
         },
         orderBy: {
           name: 'asc'

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

@@ -10,11 +10,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathe
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
 import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
-import {
-  CreateAssetProfileDto,
-  CreateAccountDto,
-  CreateOrderDto
-} from '@ghostfolio/common/dtos';
+import { CreateAssetProfileDto, CreateOrderDto } from '@ghostfolio/common/dtos';
 import {
   getAssetProfileIdentifier,
   parseDate
@@ -194,9 +190,12 @@ export class ImportService {
     const tagIdMapping: { [oldTagId: string]: string } = {};
     const userCurrency = user.settings.settings.baseCurrency;
 
-    if (tagsDto?.length) {
-      const existingTagsOfUser = await this.tagService.getTagsForUser(user.id);
+    const existingTagsOfUser =
+      tagsDto?.length || (!isDryRun && accountsWithBalancesDto?.length)
+        ? await this.tagService.getTagsForUser(user.id)
+        : [];
 
+    if (tagsDto?.length) {
       const canCreateOwnTag = hasPermission(
         user.permissions,
         permissions.createOwnTag
@@ -207,7 +206,7 @@ export class ImportService {
           return id === tag.id;
         });
 
-        if (!existingTagOfUser || existingTagOfUser.userId !== null) {
+        if (!existingTagOfUser) {
           if (!canCreateOwnTag) {
             throw new Error(
               `Insufficient permissions to create custom tag ("${tag.name}")`
@@ -233,26 +232,37 @@ export class ImportService {
             if (existingTag && oldTagId) {
               tagIdMapping[oldTagId] = newTag.id;
             }
+
+            existingTagsOfUser.push({
+              id: newTag.id,
+              isUsed: false,
+              name: newTag.name,
+              userId: newTag.userId
+            });
           }
         }
       }
     }
 
     if (!isDryRun && accountsWithBalancesDto?.length) {
-      const [existingAccounts, existingPlatforms, existingTags] =
-        await Promise.all([
-          this.accountService.accounts({
-            where: {
-              id: {
-                in: accountsWithBalancesDto.map(({ id }) => {
-                  return id;
-                })
-              }
+      const [existingAccounts, existingPlatforms] = await Promise.all([
+        this.accountService.accounts({
+          where: {
+            id: {
+              in: accountsWithBalancesDto.map(({ id }) => {
+                return id;
+              })
             }
-          }),
-          this.platformService.getPlatforms(),
-          this.tagService.getTagsForUser(user.id)
-        ]);
+          }
+        }),
+        this.platformService.getPlatforms()
+      ]);
+
+      const existingTagIds = new Set(
+        existingTagsOfUser.map(({ id }) => {
+          return id;
+        })
+      );
 
       for (const accountWithBalances of accountsWithBalancesDto) {
         // Check if there is any existing account with the same ID
@@ -262,10 +272,7 @@ export class ImportService {
 
         // If there is no account or if the account belongs to a different user then create a new account
         if (!accountWithSameId || accountWithSameId.userId !== user.id) {
-          const account: CreateAccountDto = omit(
-            accountWithBalances,
-            'balances'
-          );
+          const account = omit(accountWithBalances, ['balances', 'tags']);
 
           let oldAccountId: string;
           const platformId = account.platformId;
@@ -277,26 +284,19 @@ export class ImportService {
             delete account.id;
           }
 
-          const tagIds = (account.tags ?? [])
+          const tagIds = (accountWithBalances.tags ?? [])
             .map((tagId) => {
               return tagIdMapping[tagId] ?? tagId;
             })
             .filter((tagId) => {
-              return existingTags.some(({ id }) => {
-                return id === tagId;
-              });
+              return existingTagIds.has(tagId);
             });
 
-          let accountObject: Prisma.AccountCreateInput & {
-            tags?: { id: string }[];
-          } = {
+          let accountObject: Prisma.AccountCreateInput = {
             ...account,
             balances: {
               create: accountWithBalances.balances ?? []
             },
-            tags: tagIds.map((id) => {
-              return { id };
-            }),
             user: { connect: { id: user.id } }
           };
 
@@ -313,7 +313,8 @@ export class ImportService {
 
           const newAccount = await this.accountService.createAccount(
             accountObject,
-            user.id
+            user.id,
+            tagIds
           );
 
           // Store the new to old account ID mappings for updating activities

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

@@ -3,7 +3,6 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { CashDetails } from '@ghostfolio/api/app/account/interfaces/cash-details.interface';
 import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { isAccountExcluded } from '@ghostfolio/api/helper/account.helper';
 import { getFactor } from '@ghostfolio/api/helper/portfolio.helper';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@@ -42,6 +41,7 @@ import {
   DATE_FORMAT,
   getAssetProfileIdentifier,
   getSum,
+  isAccountExcluded,
   parseDate
 } from '@ghostfolio/common/helper';
 import {
@@ -170,7 +170,8 @@ export class PortfolioService {
         where,
         include: {
           activities: { include: { SymbolProfile: true } },
-          platform: true
+          platform: true,
+          tags: true
         },
         orderBy: { name: 'asc' }
       }),
@@ -2131,7 +2132,7 @@ export class PortfolioService {
       currentAccounts = await this.accountService.getAccounts(userId);
     } else if (filters.length === 1 && filters[0].type === 'ACCOUNT') {
       currentAccounts = await this.accountService.accounts({
-        include: { platform: true },
+        include: { platform: true, tags: true },
         where: { id: filters[0].id }
       });
     } else {
@@ -2148,7 +2149,7 @@ export class PortfolioService {
       );
 
       currentAccounts = await this.accountService.accounts({
-        include: { platform: true },
+        include: { platform: true, tags: true },
         where: { id: { in: accountIds } }
       });
     }

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

@@ -1,6 +1,6 @@
 import { TAG_ID_EXCLUDE_FROM_ANALYSIS } from '@ghostfolio/common/config';
 
-import { Prisma, Tag } from '@prisma/client';
+import { Prisma } from '@prisma/client';
 
 export const WHERE_ACCOUNT_NOT_EXCLUDED: Prisma.AccountWhereInput = {
   isExcluded: false,
@@ -10,15 +10,3 @@ export const WHERE_ACCOUNT_NOT_EXCLUDED: Prisma.AccountWhereInput = {
     }
   }
 };
-
-export function isAccountExcluded(account: {
-  isExcluded: boolean;
-  tags?: Tag[];
-}) {
-  return (
-    account.isExcluded ||
-    account.tags?.some(({ id }) => {
-      return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
-    }) === true
-  );
-}

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

@@ -92,20 +92,21 @@ export class TagService {
       });
   }
 
-  public async getTagsWithActivityCount() {
-    const tagsWithOrderCount = await this.prismaService.tag.findMany({
+  public async getTagsWithAccountAndActivityCount() {
+    const tagsWithAccountAndOrderCount = await this.prismaService.tag.findMany({
       include: {
         _count: {
-          select: { activities: true }
+          select: { accounts: true, activities: true }
         }
       }
     });
 
-    return tagsWithOrderCount.map(({ _count, id, name, userId }) => {
+    return tagsWithAccountAndOrderCount.map(({ _count, id, name, userId }) => {
       return {
         id,
         name,
         userId,
+        accountCount: _count.accounts,
         activityCount: _count.activities
       };
     });

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

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

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

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

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

@@ -206,9 +206,15 @@ export class GfCreateOrUpdateAccountDialogComponent {
       isExcluded: this.accountForm.get('isExcluded')?.value,
       name: this.accountForm.get('name')?.value,
       platformId: this.accountForm.get('platformId')?.value?.id || null,
-      tags: this.accountForm.get('tags')?.value?.map(({ id }: Tag) => {
-        return id;
-      })
+      tags: this.accountForm
+        .get('tags')
+        ?.value?.filter(({ id }: Tag) => {
+          // Skip tags which have not been created yet
+          return !!id;
+        })
+        .map(({ id }: Tag) => {
+          return id;
+        })
     };
 
     try {

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

@@ -2,6 +2,7 @@ import { IsCurrencyCode } from '@ghostfolio/common/validators/is-currency-code';
 
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
+  ArrayUnique,
   IsArray,
   IsBoolean,
   IsNumber,
@@ -40,7 +41,9 @@ export class CreateAccountDto {
   @ValidateIf((_object, value) => value !== null)
   platformId: string | null;
 
+  @ArrayUnique()
   @IsArray()
   @IsOptional()
+  @IsString({ each: true })
   tags?: string[];
 }

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

@@ -2,6 +2,7 @@ import { IsCurrencyCode } from '@ghostfolio/common/validators/is-currency-code';
 
 import { Transform, TransformFnParams } from 'class-transformer';
 import {
+  ArrayUnique,
   IsArray,
   IsBoolean,
   IsNumber,
@@ -39,7 +40,9 @@ export class UpdateAccountDto {
   @ValidateIf((_object, value) => value !== null)
   platformId: string | null;
 
+  @ArrayUnique()
   @IsArray()
   @IsOptional()
+  @IsString({ each: true })
   tags?: string[];
 }

libs/common/src/lib/helper.ts

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

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

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

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

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

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

@@ -3,7 +3,7 @@ import {
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import { ConfirmationDialogType } from '@ghostfolio/common/enums';
-import { getLocale } from '@ghostfolio/common/helper';
+import { getLocale, isAccountExcluded } from '@ghostfolio/common/helper';
 import {
   Activity,
   AssetProfileIdentifier
@@ -281,12 +281,10 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
 
   public isExcludedFromAnalysis(activity: Activity) {
     return (
-      activity.account?.isExcluded ||
-      [...(activity.tags ?? []), ...(activity.account?.tags ?? [])].some(
-        ({ id }) => {
-          return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
-        }
-      )
+      (activity.account && isAccountExcluded(activity.account)) ||
+      activity.tags?.some(({ id }) => {
+        return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
+      }) === true
     );
   }