Feature/Max plan on pricing page (#8376)

* Setup Ghostfolio Max plan

* Update changelog

CHANGELOG.md

@@ -9,6 +9,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Improved the content of the pricing page
 - Upgraded `stripe` from version `23.0.0` to `23.0.1`
 
 ### Fixed

apps/api/src/app/endpoints/info/info.service.ts

@@ -109,14 +109,16 @@ export class InfoService {
       isUserSignupEnabled,
       latestFearAndGreedStocksMarketData,
       statistics,
-      subscriptionOffer
+      subscriptionOffer,
+      subscriptionOfferMax
     ] = await Promise.all([
       this.benchmarkService.getBenchmarkAssetProfiles(),
       this.getDemoAuthToken(),
       this.propertyService.isUserSignupEnabled(),
       latestFearAndGreedStocksMarketDataPromise,
       this.getStatistics(),
-      this.subscriptionService.getSubscriptionOffer({ key: 'default' })
+      this.subscriptionService.getSubscriptionOffer({ key: 'default' }),
+      this.subscriptionService.getSubscriptionOffer({ key: 'max' })
     ]);
 
     if (isUserSignupEnabled) {
@@ -131,6 +133,7 @@ export class InfoService {
       isReadOnlyMode,
       statistics,
       subscriptionOffer,
+      subscriptionOfferMax,
       baseCurrency: DEFAULT_CURRENCY,
       currencies: this.exchangeRateDataService.getCurrencies(),
       fearAndGreedStocksMarketPrice:

apps/client/src/app/pages/pricing/pricing-page.component.ts

@@ -1,4 +1,5 @@
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { MAX_PLAN_MAIL_HREF } from '@ghostfolio/common/config';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { publicRoutes } from '@ghostfolio/common/routes/routes';
@@ -64,7 +65,9 @@ export class GfPricingPageComponent implements OnInit {
   );
 
   protected label: string | undefined;
+  protected readonly maxPlanMailHref = MAX_PLAN_MAIL_HREF;
   protected price: number | undefined;
+  protected priceMax: number | undefined;
 
   protected readonly professionalDataProviderTooltipPremium = translate(
     'PROFESSIONAL_DATA_PROVIDER_TOOLTIP_PREMIUM'
@@ -92,8 +95,12 @@ export class GfPricingPageComponent implements OnInit {
   }
 
   public ngOnInit() {
-    const { baseCurrency, globalPermissions, subscriptionOffer } =
-      this.dataService.fetchInfo();
+    const {
+      baseCurrency,
+      globalPermissions,
+      subscriptionOffer,
+      subscriptionOfferMax
+    } = this.dataService.fetchInfo();
 
     this.baseCurrency = baseCurrency;
     this.coupon = subscriptionOffer?.coupon;
@@ -106,6 +113,7 @@ export class GfPricingPageComponent implements OnInit {
 
     this.label = subscriptionOffer?.label;
     this.price = subscriptionOffer?.price;
+    this.priceMax = subscriptionOfferMax?.price;
 
     this.userService.stateChanged
       .pipe(takeUntilDestroyed(this.destroyRef))

apps/client/src/app/pages/pricing/pricing-page.html

@@ -10,99 +10,8 @@
           hosting infrastructure and professional data providers, and to fund
           ongoing development.
         </p>
-        <p i18n>
-          If you prefer to run Ghostfolio on your own infrastructure, please
-          find the source code and further instructions on
-          <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
-        </p>
-      </div>
-      <div class="row">
-        <div class="col-lg-4 mb-3">
-          <mat-card appearance="outlined" class="h-100">
-            <mat-card-content class="d-flex flex-column h-100">
-              <div class="flex-grow-1">
-                <h4>Open Source</h4>
-                <p i18n>
-                  For tech-savvy investors who prefer to run Ghostfolio on their
-                  own infrastructure.
-                </p>
-                <ul class="list-unstyled mb-3">
-                  <li class="mb-2">
-                    <ng-container>&nbsp;</ng-container>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Unlimited Transactions</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Unlimited Accounts</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Portfolio Performance</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Portfolio Summary</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Portfolio Allocations</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Performance Benchmarks</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>FIRE Calculator</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span>Ghostfolio MCP</span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Data Import and Export</span>
-                    <span
-                      class="align-items-center d-flex ms-1"
-                      matTooltipPosition="above"
-                      [matTooltip]="importAndExportTooltipOSS"
-                    >
-                      <ion-icon name="information-circle-outline" />
-                    </span>
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <a i18n [routerLink]="routerLinkFeatures"
-                      >and more Features...</a
-                    >
-                  </li>
-                  <li class="align-items-center d-flex mb-1">
-                    <ion-icon class="me-1" name="checkmark-circle-outline" />
-                    <span i18n>Community Support</span>
-                  </li>
-                </ul>
-              </div>
-              <p i18n>Self-hosted, update manually.</p>
-              <p class="h5 text-end" i18n>Free</p>
-              @if (user?.subscription?.type === 'Basic') {
-                <div class="d-none d-lg-block invisible mt-3 text-center">
-                  <a color="primary" mat-flat-button>&nbsp;</a>
-                  <p class="m-0 text-body-secondary">
-                    <small>&nbsp;</small>
-                  </p>
-                </div>
-              }
-              @if (durationExtension) {
-                <div class="d-none d-lg-block invisible mt-3">
-                  <div class="badge p-3 w-100">&nbsp;</div>
-                </div>
-              }
-            </mat-card-content>
-          </mat-card>
       </div>
+      <div class="justify-content-center row">
         <div class="col-lg-4 mb-3">
           <mat-card
             appearance="outlined"
@@ -124,7 +33,9 @@
                 </p>
                 <ul class="list-unstyled mb-3">
                   <li class="mb-2">
-                    <ng-container>&nbsp;</ng-container>
+                    <ng-container i18n
+                      >Fully managed cloud offering, with</ng-container
+                    >:
                   </li>
                   <li class="align-items-center d-flex mb-1">
                     <ion-icon class="me-1" name="checkmark-circle-outline" />
@@ -151,7 +62,6 @@
                   </li>
                 </ul>
               </div>
-              <p i18n>Fully managed Ghostfolio cloud offering.</p>
               <p class="h5 text-end" i18n>Free</p>
               @if (user?.subscription?.type === 'Basic') {
                 <div class="d-none d-lg-block invisible mt-3 text-center">
@@ -259,7 +169,6 @@
                   </li>
                 </ul>
               </div>
-              <p i18n>Fully managed Ghostfolio cloud offering.</p>
               @if (price) {
                 <p class="h5 text-end">
                   <span class="fw-normal">
@@ -314,14 +223,71 @@
             </mat-card-content>
           </mat-card>
         </div>
+        @if (priceMax) {
+          <div class="col-lg-4 mb-3">
+            <mat-card appearance="outlined" class="h-100">
+              <mat-card-content class="d-flex flex-column h-100">
+                <div class="flex-grow-1">
+                  <h4 class="mb-2">Max</h4>
+                  <p i18n>For investors who manage several portfolios.</p>
+                  <ul class="list-unstyled mb-3">
+                    <li class="mb-2">
+                      <ng-container i18n
+                        >Everything in <strong>Premium</strong>,
+                        plus</ng-container
+                      >:
+                    </li>
+                    <li class="align-items-center d-flex mb-1">
+                      <ion-icon class="me-1" name="checkmark-circle-outline" />
+                      <span i18n>Up to 5 User Accounts</span>
+                    </li>
+                    <li class="align-items-center d-flex mb-1">
+                      <ion-icon class="me-1" name="checkmark-circle-outline" />
+                      <span i18n>Centralized User Management</span>
+                    </li>
+                  </ul>
+                </div>
+                <p class="h5 text-end">
+                  <span class="fw-normal">
+                    {{ baseCurrency }}&nbsp;<strong>{{ priceMax }}</strong>
+                    <span>&nbsp;</span>
+                    <span i18n>per year</span></span
+                  >
+                </p>
+                @if (
+                  hasPermissionToUpdateUserSettings &&
+                  user?.subscription?.type === 'Basic'
+                ) {
+                  <div class="mt-3 text-center">
+                    <a
+                      color="primary"
+                      mat-stroked-button
+                      [href]="maxPlanMailHref"
+                    >
+                      <ng-container i18n>Get Max</ng-container>
+                    </a>
+                    <p class="invisible m-0">
+                      <small>&nbsp;</small>
+                    </p>
                   </div>
+                }
+                @if (durationExtension) {
+                  <div class="d-none d-lg-block invisible mt-3">
+                    <div class="badge p-3 w-100">&nbsp;</div>
                   </div>
+                }
+              </mat-card-content>
+            </mat-card>
+          </div>
+        }
       </div>
       @if (user?.referralPartners?.length) {
         <div class="row">
-      <div class="col mt-3">
+          <div class="col mb-2 mt-2">
             <p>
-          <ng-container i18n>If you plan to open an account at</ng-container>
+              <ng-container i18n
+                >If you plan to open an account at</ng-container
+              >
               <ng-container>&nbsp;</ng-container>
               @for (
                 partner of user.referralPartners;
@@ -349,21 +315,26 @@
               >
               <ng-container>&nbsp;</ng-container>
               <ng-container i18n
-            >to use our referral link and get a Ghostfolio Premium membership
-            for one year</ng-container
-          >. <ng-container i18n>Looking for a student discount?</ng-container>
+                >to use our referral link and get a Ghostfolio Premium
+                membership for one year</ng-container
+              >.
+              <ng-container i18n>Looking for a student discount?</ng-container>
               <ng-container>&nbsp;</ng-container>
               <ng-container i18n>Request it</ng-container>
               <ng-container>&nbsp;</ng-container>
-          <a href="mailto:hi@ghostfol.io?subject=Student Discount" i18n>here</a>
+              <a href="mailto:hi@ghostfol.io?subject=Student Discount" i18n
+                >here</a
+              >
               <ng-container>&nbsp;</ng-container>
-          <ng-container i18n>with your university e-mail address</ng-container>.
+              <ng-container i18n
+                >with your university e-mail address</ng-container
+              >.
             </p>
           </div>
         </div>
       } @else if (hasPermissionToCreateUser && !user) {
         <div class="row">
-      <div class="col mt-3 text-center">
+          <div class="col mb-3 mt-2 text-center">
             <a
               color="primary"
               i18n
@@ -371,8 +342,91 @@
               [routerLink]="routerLinkRegister"
               >Get Started</a
             >
-        <p class="m-0 text-body-secondary"><small i18n>It’s free.</small></p>
+            <p class="m-0 text-body-secondary">
+              <small i18n>It’s free.</small>
+            </p>
           </div>
         </div>
       }
+      <div class="row">
+        <div class="col mb-3">
+          <mat-card appearance="outlined">
+            <mat-card-content>
+              <h4>Open Source</h4>
+              <p i18n>
+                For tech-savvy investors who prefer to run Ghostfolio on their
+                own infrastructure.
+              </p>
+              <ul
+                class="list-unstyled mb-3 row row-cols-1 row-cols-lg-3 row-cols-md-2"
+              >
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Unlimited Transactions</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Unlimited Accounts</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Portfolio Performance</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Portfolio Summary</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Portfolio Allocations</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Performance Benchmarks</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>FIRE Calculator</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span>Ghostfolio MCP</span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Data Import and Export</span>
+                  <span
+                    class="align-items-center d-flex ms-1"
+                    matTooltipPosition="above"
+                    [matTooltip]="importAndExportTooltipOSS"
+                  >
+                    <ion-icon name="information-circle-outline" />
+                  </span>
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <a i18n [routerLink]="routerLinkFeatures"
+                    >and more Features...</a
+                  >
+                </li>
+                <li class="align-items-center d-flex mb-1">
+                  <ion-icon class="me-1" name="checkmark-circle-outline" />
+                  <span i18n>Community Support</span>
+                </li>
+              </ul>
+              <div class="align-items-center d-flex justify-content-between">
+                <p class="m-0" i18n>Self-hosted, update manually.</p>
+                <p class="h5 m-0" i18n>Free</p>
+              </div>
+              <hr />
+              <p class="m-0" i18n>
+                Please find the source code and further instructions on
+                <a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
+              </p>
+            </mat-card-content>
+          </mat-card>
+        </div>
+      </div>
+    </div>
+  </div>
 </div>

libs/common/src/lib/config.ts

@@ -291,6 +291,25 @@ export const HEADER_KEY_SKIP_INTERCEPTOR = 'X-Skip-Interceptor';
 export const HTTP_RESPONSE_MESSAGE_IMPERSONATION_UNRESOLVED =
   'The impersonation identifier cannot be resolved';
 
+export const MAX_PLAN_MAIL_HREF = `mailto:hi@ghostfol.io?subject=${encodeURIComponent(
+  'Ghostfolio Max'
+)}&body=${[
+  'Hello,',
+  '',
+  'I am interested in Ghostfolio Max.',
+  '',
+  'Who will use it (me, family, friends, family office, wealth manager, other):',
+  'Number of persons or clients:',
+  'How I track their portfolios today:',
+  'Main reason to choose this plan:',
+  '',
+  'Kind regards'
+]
+  .map((line) => {
+    return encodeURIComponent(line);
+  })
+  .join(E_MAIL_LINE_BREAK)}`;
+
 export const MAX_TOP_HOLDINGS = 50;
 
 export const MCP_ENDPOINT = '/mcp';

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -15,4 +15,5 @@ export interface InfoItem {
   isReadOnlyMode?: boolean;
   statistics: Statistics;
   subscriptionOffer?: SubscriptionOffer;
+  subscriptionOfferMax?: SubscriptionOffer;
 }

libs/common/src/lib/types/subscription-offer-key.type.ts

@@ -1,5 +1,6 @@
 export type SubscriptionOfferKey =
   | 'default'
+  | 'max'
   | 'renewal'
   | 'renewal-early-bird-2023'
   | 'renewal-early-bird-2024'