Add support for emergency fund

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

@@ -5,6 +5,7 @@ import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.s
 import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-order.interface';
 import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
+import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@@ -895,6 +896,9 @@ export class PortfolioServiceNew {
       userId
     });
     const dividend = this.getDividend(orders).toNumber();
+    const emergencyFund =
+      (this.request.user?.Settings?.settings as UserSettings).emergencyFund ??
+      0;
     const fees = this.getFees(orders).toNumber();
     const firstOrderDate = orders[0]?.date;
     const items = this.getItems(orders).toNumber();
@@ -902,6 +906,7 @@ export class PortfolioServiceNew {
     const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
     const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
 
+    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
     const committedFunds = new Big(totalBuy).minus(totalSell);
 
     const netWorth = new Big(balanceInBaseCurrency)
@@ -927,14 +932,15 @@ export class PortfolioServiceNew {
     return {
       ...performanceInformation.performance,
       annualizedPerformancePercent,
+      cash,
       dividend,
+      emergencyFund,
       fees,
       firstOrderDate,
       items,
       netWorth,
       totalBuy,
       totalSell,
-      cash: balanceInBaseCurrency,
       committedFunds: committedFunds.toNumber(),
       ordersCount: orders.filter((order) => {
         return order.type === 'BUY' || order.type === 'SELL';

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

@@ -6,6 +6,7 @@ import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfol
 import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
 import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/portfolio-calculator';
+import { UserSettings } from '@ghostfolio/api/app/user/interfaces/user-settings.interface';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@@ -873,6 +874,9 @@ export class PortfolioService {
       userId
     });
     const dividend = this.getDividend(orders).toNumber();
+    const emergencyFund =
+      (this.request.user?.Settings?.settings as UserSettings).emergencyFund ??
+      0;
     const fees = this.getFees(orders).toNumber();
     const firstOrderDate = orders[0]?.date;
     const items = this.getItems(orders).toNumber();
@@ -880,6 +884,7 @@ export class PortfolioService {
     const totalBuy = this.getTotalByType(orders, userCurrency, 'BUY');
     const totalSell = this.getTotalByType(orders, userCurrency, 'SELL');
 
+    const cash = new Big(balanceInBaseCurrency).minus(emergencyFund).toNumber();
     const committedFunds = new Big(totalBuy).minus(totalSell);
 
     const netWorth = new Big(balanceInBaseCurrency)
@@ -889,7 +894,9 @@ export class PortfolioService {
 
     return {
       ...performanceInformation.performance,
+      cash,
       dividend,
+      emergencyFund,
       fees,
       firstOrderDate,
       items,
@@ -898,7 +905,6 @@ export class PortfolioService {
       totalSell,
       annualizedPerformancePercent:
         performanceInformation.performance.annualizedPerformancePercent,
-      cash: balanceInBaseCurrency,
       committedFunds: committedFunds.toNumber(),
       ordersCount: orders.filter((order) => {
         return order.type === 'BUY' || order.type === 'SELL';

apps/api/src/app/user/interfaces/user-settings.interface.ts

@@ -1,3 +1,5 @@
 export interface UserSettings {
+  emergencyFund?: number;
+  isNewCalculationEngine?: boolean;
   isRestrictedView?: boolean;
 }

apps/api/src/app/user/update-user-setting.dto.ts

@@ -1,6 +1,10 @@
-import { IsBoolean, IsOptional } from 'class-validator';
+import { IsBoolean, IsNumber, IsOptional } from 'class-validator';
 
 export class UpdateUserSettingDto {
+  @IsNumber()
+  @IsOptional()
+  emergencyFund?: number;
+
   @IsBoolean()
   @IsOptional()
   isNewCalculationEngine?: boolean;

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

@@ -23,7 +23,6 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
-import { Provider, Role } from '@prisma/client';
 import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 

apps/client/src/app/components/home-summary/home-summary.component.ts

@@ -43,6 +43,15 @@ export class HomeSummaryComponent implements OnDestroy, OnInit {
     this.update();
   }
 
+  public onChangeEmergencyFund(emergencyFund: number) {
+    this.dataService
+      .putUserSetting({ emergencyFund })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.update();
+      });
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

apps/client/src/app/components/home-summary/home-summary.html

@@ -11,6 +11,7 @@
             [isLoading]="isLoading"
             [locale]="user?.settings?.locale"
             [summary]="summary"
+            (emergencyFundChanged)="onChangeEmergencyFund($event)"
           ></gf-portfolio-summary>
         </mat-card-content>
       </mat-card>

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -130,6 +130,25 @@
       ></gf-value>
     </div>
   </div>
+  <div class="row px-3 py-1">
+    <div class="d-flex flex-grow-1" i18n>Emergency Fund</div>
+    <div
+      class="align-items-center cursor-pointer d-flex justify-content-end"
+      (click)="onEditEmergencyFund()"
+    >
+      <ion-icon
+        *ngIf="!isLoading"
+        class="mr-1 text-muted"
+        name="create-outline"
+      ></ion-icon>
+      <gf-value
+        class="justify-content-end"
+        [currency]="baseCurrency"
+        [locale]="locale"
+        [value]="isLoading ? undefined : summary?.emergencyFund"
+      ></gf-value>
+    </div>
+  </div>
   <div class="row px-3 py-1">
     <div class="d-flex flex-grow-1" i18n>Cash (Buying Power)</div>
     <div class="d-flex justify-content-end">

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.ts

@@ -1,9 +1,11 @@
 import {
   ChangeDetectionStrategy,
   Component,
+  EventEmitter,
   Input,
   OnChanges,
-  OnInit
+  OnInit,
+  Output
 } from '@angular/core';
 import { PortfolioSummary } from '@ghostfolio/common/interfaces';
 import { formatDistanceToNow } from 'date-fns';
@@ -20,6 +22,8 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
   @Input() locale: string;
   @Input() summary: PortfolioSummary;
 
+  @Output() emergencyFundChanged = new EventEmitter<number>();
+
   public timeInMarket: string;
 
   public constructor() {}
@@ -37,4 +41,16 @@ export class PortfolioSummaryComponent implements OnChanges, OnInit {
       this.timeInMarket = undefined;
     }
   }
+
+  public onEditEmergencyFund() {
+    const emergencyFundInput = prompt(
+      'Please enter the amount of your emergency fund:',
+      this.summary.emergencyFund.toString()
+    );
+    const emergencyFund = parseFloat(emergencyFundInput?.trim());
+
+    if (emergencyFund >= 0) {
+      this.emergencyFundChanged.emit(emergencyFund);
+    }
+  }
 }

apps/client/src/app/components/portfolio-summary/portfolio-summary.module.ts

@@ -1,5 +1,5 @@
 import { CommonModule } from '@angular/common';
-import { NgModule } from '@angular/core';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { PortfolioSummaryComponent } from './portfolio-summary.component';
@@ -8,6 +8,6 @@ import { PortfolioSummaryComponent } from './portfolio-summary.component';
   declarations: [PortfolioSummaryComponent],
   exports: [PortfolioSummaryComponent],
   imports: [CommonModule, GfValueModule],
-  providers: []
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class GfPortfolioSummaryModule {}

libs/common/src/lib/interfaces/portfolio-summary.interface.ts

@@ -5,6 +5,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
   cash: number;
   dividend: number;
   committedFunds: number;
+  emergencyFund: number;
   fees: number;
   firstOrderDate: Date;
   items: number;