Setup draft tag

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

@@ -89,7 +89,7 @@ export class AccountService {
     orderBy?: Prisma.AccountOrderByWithRelationInput;
   }): Promise<
     (AccountWithBalance & {
-      activities?: (Order & { SymbolProfile?: SymbolProfile })[];
+      activities?: (Order & { SymbolProfile?: SymbolProfile; tags?: Tag[] })[];
       balances?: AccountBalance[];
       platform?: Platform;
       tags?: Tag[];
@@ -237,15 +237,10 @@ export class AccountService {
     });
 
     return accounts.map((account) => {
-      let activitiesCount = 0;
+      const result = {
-
+        ...account,
-      for (const { isDraft } of account.activities) {
+        activitiesCount: account.activities.length
-        if (!isDraft) {
+      };
-          activitiesCount += 1;
-        }
-      }
-
-      const result = { ...account, activitiesCount };
 
       delete result.activities;
 

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

@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { isActivityInFuture } from '@ghostfolio/api/helper/activity.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 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';
@@ -287,9 +288,9 @@ export class ActivitiesController {
       userId: this.request.user.id
     });
 
-    if (dataSource && !activity.isDraft) {
+    if (dataSource && !isActivityInFuture({ date: activity.date })) {
       // Gather symbol data in the background, if data source is set
-      // (not MANUAL) and not draft
+      // (not MANUAL) and the date is not in the future
       this.dataGatheringService.gatherSymbols({
         dataGatheringItems: [
           {
@@ -369,6 +370,7 @@ export class ActivitiesController {
         }),
         user: { connect: { id: this.request.user.id } }
       },
+      storedDate: originalActivity.date,
       userId: this.request.user.id,
       where: {
         id

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

@@ -7,7 +7,11 @@ import {
   isAccountBalanceInFuture,
   WHERE_ACCOUNT_NOT_EXCLUDED
 } from '@ghostfolio/api/helper/account.helper';
-import { isDraftTagToBeAssigned } from '@ghostfolio/api/helper/activity.helper';
+import {
+  isActivityInFuture,
+  isDraftTagToBeAssigned,
+  WHERE_ACTIVITY_NOT_DRAFT
+} from '@ghostfolio/api/helper/activity.helper';
 import { LogPerformance } from '@ghostfolio/api/interceptors/performance-logging/performance-logging.interceptor';
 import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
@@ -28,6 +32,7 @@ import {
 import {
   canDeleteAssetProfile,
   getAssetProfileIdentifier,
+  isDraftActivity,
   isValidCustomAssetProfileSymbol
 } from '@ghostfolio/common/helper';
 import {
@@ -51,7 +56,7 @@ import {
   Type as ActivityType
 } from '@prisma/client';
 import { Big } from 'big.js';
-import { endOfToday, isAfter } from 'date-fns';
+import { endOfToday } from 'date-fns';
 import { groupBy, uniqBy } from 'lodash';
 import { randomUUID } from 'node:crypto';
 
@@ -263,10 +268,6 @@ export class ActivitiesService {
 
     const orderData: Prisma.OrderCreateInput = data;
 
-    const isDraft = NON_INVESTMENT_ACTIVITY_TYPES.includes(data.type)
-      ? false
-      : isAfter(data.date as Date, endOfToday());
-
     const tagsToConnect = isDraftTagToBeAssigned({
       date: data.date as Date,
       type: data.type
@@ -278,7 +279,8 @@ export class ActivitiesService {
       data: {
         ...orderData,
         account,
-        isDraft,
+        // @deprecated Mirrors the "Draft" tag until the attribute is removed
+        isDraft: isDraftActivity({ tags: tagsToConnect }),
         tags: {
           connect: tagsToConnect
         }
@@ -647,7 +649,7 @@ export class ActivitiesService {
     }
 
     if (includeDrafts === false) {
-      where.isDraft = false;
+      andConditions.push(WHERE_ACTIVITY_NOT_DRAFT);
     }
 
     if (filtersByAssetClass.length > 0) {
@@ -961,6 +963,7 @@ export class ActivitiesService {
 
   public async updateActivity({
     data,
+    storedDate,
     userId,
     where
   }: {
@@ -972,6 +975,7 @@ export class ActivitiesService {
       tags?: { id: string }[];
       type?: ActivityType;
     };
+    storedDate: Date;
     userId: string;
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
@@ -988,8 +992,6 @@ export class ActivitiesService {
       data.comment = null;
     }
 
-    let isDraft = false;
-
     if (
       NON_INVESTMENT_ACTIVITY_TYPES.includes(data.type) ||
       (data.SymbolProfile.connect.dataSource_symbol.dataSource === 'MANUAL' &&
@@ -1000,10 +1002,9 @@ export class ActivitiesService {
     } else {
       delete data.SymbolProfile.update;
 
-      isDraft = isAfter(data.date as Date, endOfToday());
+      if (!isActivityInFuture({ date: data.date as Date })) {
-
+        // Gather symbol data of order in the background, if the date is not in
-      if (!isDraft) {
+        // the future
-        // Gather symbol data of order in the background, if not draft
         this.dataGatheringService.gatherSymbols({
           dataGatheringItems: [
             {
@@ -1023,14 +1024,9 @@ export class ActivitiesService {
     delete data.symbol;
     delete data.tags;
 
-    const storedActivity = await this.prismaService.order.findUnique({
-      where,
-      select: { date: true }
-    });
-
     const tagsToSet = isDraftTagToBeAssigned({
+      storedDate,
       date: data.date as Date,
-      storedDate: storedActivity?.date,
       type: data.type
     })
       ? uniqBy([...tags, { id: TAG_ID_DRAFT }], 'id')
@@ -1040,7 +1036,8 @@ export class ActivitiesService {
       where,
       data: {
         ...data,
-        isDraft,
+        // @deprecated Mirrors the "Draft" tag until the attribute is removed
+        isDraft: isDraftActivity({ tags: tagsToSet }),
         tags: {
           set: tagsToSet
         }

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

@@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
 import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { isDraftTagToBeAssigned } from '@ghostfolio/api/helper/activity.helper';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -13,6 +14,7 @@ import {
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   ghostfolioPrefix,
   NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import {
@@ -22,6 +24,7 @@ import {
 } from '@ghostfolio/common/dtos';
 import {
   getAssetProfileIdentifier,
+  isDraftActivity,
   isValidCustomAssetProfileSymbol,
   parseDate
 } from '@ghostfolio/common/helper';
@@ -41,7 +44,7 @@ import { Injectable } from '@nestjs/common';
 import { Account, DataSource, Prisma } from '@prisma/client';
 import { Big } from 'big.js';
 import { isISIN } from 'class-validator';
-import { endOfToday, isAfter, isSameSecond, parseISO } from 'date-fns';
+import { isSameSecond, parseISO } from 'date-fns';
 import { omit, uniqBy } from 'lodash';
 import { randomUUID } from 'node:crypto';
 
@@ -775,6 +778,16 @@ export class ImportService {
           });
 
       if (isDryRun) {
+        // Preview the "Draft" tag which createActivity() assigns in a real run
+        const draftTag = tags.find(({ id: tagId }) => {
+          return tagId === TAG_ID_DRAFT;
+        });
+
+        const previewTags =
+          draftTag && isDraftTagToBeAssigned({ date, type })
+            ? uniqBy([...validatedTags, draftTag], 'id')
+            : validatedTags;
+
         order = {
           comment,
           currency,
@@ -788,7 +801,7 @@ export class ImportService {
           accountUserId: undefined,
           createdAt: new Date(),
           id: randomUUID(),
-          isDraft: isAfter(date, endOfToday()),
+          isDraft: isDraftActivity({ tags: previewTags }),
           SymbolProfile: {
             assetClass,
             assetSubClass,
@@ -817,7 +830,7 @@ export class ImportService {
             userId: dataSource === 'MANUAL' ? user.id : undefined
           },
           symbolProfileId: undefined,
-          tags: validatedTags,
+          tags: previewTags,
           updatedAt: new Date(),
           userId: user.id
         };

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

@@ -43,6 +43,7 @@ import {
   getAssetProfileIdentifier,
   getSum,
   isAccountExcluded,
+  isDraftActivity,
   parseDate
 } from '@ghostfolio/common/helper';
 import {
@@ -174,7 +175,7 @@ export class PortfolioService {
       this.accountService.accounts({
         where,
         include: {
-          activities: { include: { SymbolProfile: true } },
+          activities: { include: { SymbolProfile: true, tags: true } },
           platform: true,
           tags: true
         },
@@ -200,12 +201,18 @@ export class PortfolioService {
         for (const {
           currency,
           date,
-          isDraft,
           quantity,
           SymbolProfile,
+          tags,
           type,
           unitPrice
         } of account.activities) {
+          activitiesCount += 1;
+
+          if (isDraftActivity({ tags })) {
+            continue;
+          }
+
           switch (type) {
             case ActivityType.DIVIDEND:
               dividendInBaseCurrency +=
@@ -226,10 +233,6 @@ export class PortfolioService {
                 )) ?? 0;
               break;
           }
-
-          if (!isDraft) {
-            activitiesCount += 1;
-          }
         }
 
         const valueInBaseCurrency =
@@ -2101,8 +2104,8 @@ export class PortfolioService {
   }) {
     return getSum(
       activities
-        .filter(({ isDraft, type }) => {
+        .filter((activity) => {
-          return isDraft === false && type === activityType;
+          return !isDraftActivity(activity) && activity.type === activityType;
         })
         .map(({ assetProfile, currency, quantity, unitPrice }) => {
           return new Big(

apps/api/src/helper/activity.helper.ts

@@ -1,8 +1,29 @@
-import { NON_INVESTMENT_ACTIVITY_TYPES } from '@ghostfolio/common/config';
+import {
+  NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT
+} from '@ghostfolio/common/config';
 
-import { Type as ActivityType } from '@prisma/client';
+import { Prisma, Type as ActivityType } from '@prisma/client';
 import { endOfToday, isAfter } from 'date-fns';
 
+export const WHERE_ACTIVITY_NOT_DRAFT: Prisma.OrderWhereInput = {
+  tags: {
+    none: {
+      id: TAG_ID_DRAFT
+    }
+  }
+};
+
+export function isActivityInFuture({
+  date,
+  endOfTodayDate = endOfToday()
+}: {
+  date: Date;
+  endOfTodayDate?: Date;
+}) {
+  return isAfter(date, endOfTodayDate);
+}
+
 export function isDraftTagToBeAssigned({
   date,
   endOfTodayDate = endOfToday(),
@@ -18,11 +39,13 @@ export function isDraftTagToBeAssigned({
     return false;
   }
 
-  if (!isAfter(date, endOfTodayDate)) {
+  if (!isActivityInFuture({ date, endOfTodayDate })) {
     return false;
   }
 
   // Assign only when the date newly moves into the future, so that a tag the
   // user has removed is not restored by an unrelated change
-  return storedDate ? !isAfter(storedDate, endOfTodayDate) : true;
+  return storedDate
+    ? !isActivityInFuture({ endOfTodayDate, date: storedDate })
+    : true;
 }

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

@@ -177,7 +177,7 @@
       <td *matCellDef="let element" class="line-height-normal px-1" mat-cell>
         <div class="align-items-center d-flex text-nowrap">
           <span class="text-truncate">{{ element.assetProfile?.name }}</span>
-          @if (element.isDraft) {
+          @if (isDraftActivity(element)) {
             <span class="badge badge-secondary ml-1" i18n>Draft</span>
           }
         </div>
@@ -513,7 +513,7 @@
           </a>
           <button
             mat-menu-item
-            [disabled]="!element.isDraft"
+            [disabled]="!isDraftActivity(element)"
             (click)="onExportDraft(element.id)"
           >
             <span class="align-items-center d-flex">

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

@@ -3,7 +3,11 @@ import {
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import { ConfirmationDialogType } from '@ghostfolio/common/enums';
-import { getLocale, isAccountExcluded } from '@ghostfolio/common/helper';
+import {
+  getLocale,
+  isAccountExcluded,
+  isDraftActivity
+} from '@ghostfolio/common/helper';
 import {
   Activity,
   AssetProfileIdentifier
@@ -138,6 +142,7 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
   public activityTypesTranslationMap = new Map<ActivityType, string>();
   public hasDrafts = false;
   public hasErrors = false;
+  public isDraftActivity = isDraftActivity;
   public isUUID = isUUID;
   public selectedRows = new SelectionModel<Activity>(true, []);
   public typesFilter = new FormControl<string[]>([]);
@@ -277,7 +282,7 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
     return (
       this.hasPermissionToOpenDetails &&
       this.isExcludedFromAnalysis(activity) === false &&
-      activity.isDraft === false &&
+      isDraftActivity(activity) === false &&
       ['BUY', 'DIVIDEND', 'SELL'].includes(activity.type)
     );
   }
@@ -357,7 +362,7 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
     this.exportDrafts.emit(
       this.dataSource()
         ?.filteredData.filter((activity) => {
-          return activity.isDraft;
+          return isDraftActivity(activity);
         })
         .map((activity) => {
           return activity.id;

prisma/schema.prisma

@@ -183,6 +183,7 @@ model Order {
   date            DateTime
   fee             Float
   id              String        @id @default(uuid())
+  /// @deprecated Use the "Draft" tag (`TAG_ID_DRAFT`) instead
   isDraft         Boolean       @default(false)
   quantity        Float
   symbolProfileId String