Merge branch 'main' into fix/6057-import-duplicate-detection

CHANGELOG.md

@@ -5,18 +5,49 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
-## Unreleased
+## 3.39.0 - 2026-08-01
 
 ### Changed
 
+- Harmonized the data format of the export functionality
+- Removed the deprecated `firstOrderDate` attribute from the `GET api/v2/portfolio/performance` endpoint response
+- Removed the deprecated `isExcluded` attribute of the account in favor of the _Exclude from Analysis_ tag including a data migration
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `7.8.0` to `7.9.1`
+
+### Fixed
+
+- Fixed the scroll behavior of the page content behind an open dialog
+- Fixed the export functionality to only include the accounts of the exported activities if a filter is applied
+
+## 3.38.0 - 2026-07-31
+
+### Added
+
+- Added support for the date range filter in the export functionality
+- Added support for the date range filter on the portfolio activities page
+
+### Changed
+
+- Improved the style of the tabs in the account detail dialog on mobile
+- Improved the style of the tabs in the holding detail dialog on mobile
+- Improved the style of the tabs in the asset profile dialog of the admin control panel on mobile
 - Improved the style of the empty state in the _Fear & Greed Index_ component
+- Added the activity count to the delete menu item of the activities table
+- Added the activity count to the deletion confirmation dialog of the activities table
 - Improved the style of the type filter in the activities table component (experimental)
+- Improved the search functionality by trimming the query
+- Improved the log output in the search functionality of the _Yahoo Finance_ service for unsupported queries
 - Improved the performance of the property service by caching the properties in memory
+- Improved the validation of the query parameters in the activities endpoints
 - Improved the language localization for German (`de`)
 
 ### Fixed
 
 - Fixed the duplicate detection during the activity import so it treats an omitted comment the same as null and matches holdings imported by ISIN against holdings imported by ticker symbol
+- Fixed the calendar year date range in time zones with a negative _UTC_ offset
+- Fixed the deletion of activities to respect the activity type filter on the activities page (experimental)
+- Fixed the deletion of activities to respect the date range filter on the activities page
 - Fixed the static portfolio analysis rule for a portfolio with no holdings: _Asset Class Cluster Risks_ (Equity)
 - Fixed the static portfolio analysis rule for a portfolio with no holdings: _Asset Class Cluster Risks_ (Fixed Income)
 - Fixed the static portfolio analysis rule for a portfolio with no holdings: _Currency Cluster Risks_ (Investment)

apps/api/src/app/activities/activities-filter.dto.ts

@@ -0,0 +1,43 @@
+import { DATE_RANGES } from '@ghostfolio/common/config';
+import { DateRange } from '@ghostfolio/common/types';
+
+import { Type as ActivityType } from '@prisma/client';
+import { Transform, TransformFnParams } from 'class-transformer';
+import { IsEnum, IsOptional, IsString, Matches } from 'class-validator';
+import { isString } from 'lodash';
+
+// A named date range or a calendar year like '2024', '2023', '2022', etc.
+const DATE_RANGE_PATTERN = new RegExp(`^(${DATE_RANGES.join('|')}|\\d{4})$`);
+
+export class ActivitiesFilterDto {
+  @IsOptional()
+  @IsString()
+  accounts?: string;
+
+  @IsEnum(ActivityType, { each: true })
+  @IsOptional()
+  @Transform(({ value }: TransformFnParams) => {
+    return isString(value) ? value.split(',') : value;
+  })
+  activityTypes?: ActivityType[];
+
+  @IsOptional()
+  @IsString()
+  assetClasses?: string;
+
+  @IsOptional()
+  @IsString()
+  dataSource?: string;
+
+  @IsOptional()
+  @Matches(DATE_RANGE_PATTERN)
+  range?: DateRange;
+
+  @IsOptional()
+  @IsString()
+  symbol?: string;
+
+  @IsOptional()
+  @IsString()
+  tags?: string;
+}

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

@@ -18,7 +18,7 @@ import {
   ActivityResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
+import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
   Body,
@@ -29,7 +29,6 @@ import {
   HttpException,
   Inject,
   Param,
-  ParseIntPipe,
   Post,
   Put,
   Query,
@@ -38,11 +37,13 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { Order, Prisma, Type as ActivityType } from '@prisma/client';
+import { Order } from '@prisma/client';
 import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+import { ActivitiesFilterDto } from './activities-filter.dto';
 import { ActivitiesService } from './activities.service';
+import { GetActivitiesDto } from './get-activities.dto';
 
 @Controller('activities')
 export class ActivitiesController {
@@ -60,22 +61,38 @@ export class ActivitiesController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async deleteActivities(
-    @Query('accounts') filterByAccounts?: string,
-    @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('dataSource') filterByDataSource?: string,
-    @Query('symbol') filterBySymbol?: string,
-    @Query('tags') filterByTags?: string
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Query() query: ActivitiesFilterDto
   ): Promise<number> {
+    if (impersonationId) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    let endDate: Date;
+    let startDate: Date;
+
+    if (query.range) {
+      ({ endDate, startDate } = getIntervalFromDateRange({
+        dateRange: query.range
+      }));
+    }
+
     const filters = this.apiService.buildFiltersFromQueryParams({
-      filterByAccounts,
-      filterByAssetClasses,
-      filterByDataSource,
-      filterBySymbol,
-      filterByTags
+      filterByAccounts: query.accounts,
+      filterByAssetClasses: query.assetClasses,
+      filterByDataSource: query.dataSource,
+      filterBySymbol: query.symbol,
+      filterByTags: query.tags
     });
 
     return this.activitiesService.deleteActivities({
+      endDate,
       filters,
+      startDate,
+      types: query.activityTypes,
       userId: this.request.user.id
     });
   }
@@ -108,51 +125,41 @@ export class ActivitiesController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getAllActivities(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
-    @Query('accounts') filterByAccounts?: string,
-    @Query('activityTypes') filterByTypes?: string,
-    @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('dataSource') filterByDataSource?: string,
-    @Query('range') dateRange?: DateRange,
-    @Query('skip', new ParseIntPipe({ optional: true })) skip?: number,
-    @Query('sortColumn') sortColumn?: string,
-    @Query('sortDirection') sortDirection?: Prisma.SortOrder,
-    @Query('symbol') filterBySymbol?: string,
-    @Query('tags') filterByTags?: string,
-    @Query('take', new ParseIntPipe({ optional: true })) take?: number
+    @Query() query: GetActivitiesDto
   ): Promise<ActivitiesResponse> {
     let endDate: Date;
     let startDate: Date;
 
-    if (dateRange) {
-      ({ endDate, startDate } = getIntervalFromDateRange({ dateRange }));
+    if (query.range) {
+      ({ endDate, startDate } = getIntervalFromDateRange({
+        dateRange: query.range
+      }));
     }
 
     const filters = this.apiService.buildFiltersFromQueryParams({
-      filterByAccounts,
-      filterByAssetClasses,
-      filterByDataSource,
-      filterBySymbol,
-      filterByTags
+      filterByAccounts: query.accounts,
+      filterByAssetClasses: query.assetClasses,
+      filterByDataSource: query.dataSource,
+      filterBySymbol: query.symbol,
+      filterByTags: query.tags
     });
 
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(impersonationId);
 
-    const types = (filterByTypes?.split(',') as ActivityType[]) ?? [];
-
     const userCurrency = this.request.user.settings.settings.baseCurrency;
 
     const { activities, count } = await this.activitiesService.getActivities({
       endDate,
       filters,
-      skip,
-      sortColumn,
-      sortDirection,
       startDate,
-      take,
-      types,
       userCurrency,
       includeDrafts: true,
+      skip: query.skip,
+      sortColumn: query.sortColumn,
+      sortDirection: query.sortDirection,
+      take: query.take,
+      types: query.activityTypes,
       userId: impersonationUserId || this.request.user.id,
       withExcludedAccountsAndActivities: true
     });

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

@@ -361,14 +361,23 @@ export class ActivitiesService {
   }
 
   public async deleteActivities({
+    endDate,
     filters,
+    startDate,
+    types,
     userId
   }: {
+    endDate?: Date;
     filters?: Filter[];
+    startDate?: Date;
+    types?: ActivityType[];
     userId: string;
   }): Promise<number> {
     const { activities } = await this.getActivities({
+      endDate,
       filters,
+      startDate,
+      types,
       userId,
       includeDrafts: true,
       userCurrency: undefined,

apps/api/src/app/activities/get-activities.dto.ts

@@ -0,0 +1,27 @@
+import { Prisma } from '@prisma/client';
+import { Type } from 'class-transformer';
+import { IsIn, IsInt, IsOptional, Min } from 'class-validator';
+
+import { ActivitiesFilterDto } from './activities-filter.dto';
+
+export class GetActivitiesDto extends ActivitiesFilterDto {
+  @IsInt()
+  @IsOptional()
+  @Min(0)
+  @Type(() => Number)
+  skip?: number;
+
+  @IsIn(Object.values(Prisma.OrderScalarFieldEnum))
+  @IsOptional()
+  sortColumn?: keyof typeof Prisma.OrderScalarFieldEnum;
+
+  @IsIn(['asc', 'desc'] as Prisma.SortOrder[])
+  @IsOptional()
+  sortDirection?: Prisma.SortOrder;
+
+  @IsInt()
+  @IsOptional()
+  @Min(0)
+  @Type(() => Number)
+  take?: number;
+}

apps/api/src/app/auth/api-key.strategy.ts

@@ -35,6 +35,13 @@ export class ApiKeyStrategy extends PassportStrategy(
         );
       }
 
+      if (await this.userService.isDailyRequestLimitExceeded({ user })) {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
+          StatusCodes.TOO_MANY_REQUESTS
+        );
+      }
+
       await this.prismaService.analytics.upsert({
         create: { user: { connect: { id: user.id } } },
         update: {

apps/api/src/app/auth/jwt.strategy.ts

@@ -42,6 +42,13 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
             );
           }
 
+          if (await this.userService.isDailyRequestLimitExceeded({ user })) {
+            throw new HttpException(
+              getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
+              StatusCodes.TOO_MANY_REQUESTS
+            );
+          }
+
           const country =
             countriesAndTimezones.getCountryForTimezone(timezone)?.id;
 

apps/api/src/app/endpoints/data-providers/ghostfolio/ghostfolio.controller.ts

@@ -51,7 +51,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
@@ -95,7 +95,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
@@ -135,7 +135,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
@@ -176,7 +176,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
@@ -215,7 +215,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),
@@ -252,7 +252,7 @@ export class GhostfolioController {
     const maxDailyRequests = await this.ghostfolioService.getMaxDailyRequests();
 
     if (
-      this.request.user.dataProviderGhostfolioDailyRequests > maxDailyRequests
+      this.request.user.dataProviderGhostfolioDailyRequests >= maxDailyRequests
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.TOO_MANY_REQUESTS),

apps/api/src/app/endpoints/data-providers/ghostfolio/ghostfolio.service.ts

@@ -17,7 +17,10 @@ import {
   DERIVED_CURRENCIES
 } from '@ghostfolio/common/config';
 import { PROPERTY_DATA_SOURCES_GHOSTFOLIO_DATA_PROVIDER_MAX_REQUESTS } from '@ghostfolio/common/config';
-import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import {
+  getAssetProfileIdentifier,
+  isValidSearchQuery
+} from '@ghostfolio/common/helper';
 import {
   DataProviderGhostfolioAssetProfileResponse,
   DataProviderHistoricalResponse,
@@ -326,8 +329,12 @@ export class GhostfolioService {
   }
 
   public async incrementDailyRequests({ userId }: { userId: string }) {
-    await this.prismaService.analytics.update({
-      data: {
+    await this.prismaService.analytics.upsert({
+      create: {
+        dataProviderGhostfolioDailyRequests: 1,
+        user: { connect: { id: userId } }
+      },
+      update: {
         dataProviderGhostfolioDailyRequests: { increment: 1 }
       },
       where: { userId }
@@ -340,7 +347,9 @@ export class GhostfolioService {
   }: GetSearchParams): Promise<LookupResponse> {
     const results: LookupResponse = { items: [] };
 
-    if (!query) {
+    query = query?.trim();
+
+    if (!isValidSearchQuery(query)) {
       return results;
     }
 
@@ -348,10 +357,6 @@ export class GhostfolioService {
       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({

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

@@ -2,6 +2,7 @@ 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 { ApiService } from '@ghostfolio/api/services/api/api.service';
+import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
 import { ExportResponse } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
@@ -15,9 +16,9 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { Type as ActivityType } from '@prisma/client';
 
 import { ExportService } from './export.service';
+import { GetExportDto } from './get-export.dto';
 
 @Controller('export')
 export class ExportController {
@@ -31,30 +32,30 @@ export class ExportController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async export(
-    @Query('accounts') filterByAccounts?: string,
-    @Query('activityIds') filterByActivityIds?: string,
-    @Query('activityTypes') filterByTypes?: string,
-    @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('dataSource') filterByDataSource?: string,
-    @Query('symbol') filterBySymbol?: string,
-    @Query('tags') filterByTags?: string
-  ): Promise<ExportResponse> {
-    const activityIds = filterByActivityIds?.split(',') ?? [];
-    const activityTypes = (filterByTypes?.split(',') as ActivityType[]) ?? [];
+  public async export(@Query() query: GetExportDto): Promise<ExportResponse> {
+    let endDate: Date;
+    let startDate: Date;
+
+    if (query.range) {
+      ({ endDate, startDate } = getIntervalFromDateRange({
+        dateRange: query.range
+      }));
+    }
 
     const filters = this.apiService.buildFiltersFromQueryParams({
-      filterByAccounts,
-      filterByAssetClasses,
-      filterByDataSource,
-      filterBySymbol,
-      filterByTags
+      filterByAccounts: query.accounts,
+      filterByAssetClasses: query.assetClasses,
+      filterByDataSource: query.dataSource,
+      filterBySymbol: query.symbol,
+      filterByTags: query.tags
     });
 
     return this.exportService.export({
-      activityIds,
-      activityTypes,
+      endDate,
       filters,
+      startDate,
+      activityIds: query.activityIds,
+      activityTypes: query.activityTypes,
       userId: this.request.user.id,
       userSettings: this.request.user.settings.settings
     });

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

@@ -25,13 +25,17 @@ export class ExportService {
   public async export({
     activityIds,
     activityTypes,
+    endDate,
     filters,
+    startDate,
     userId,
     userSettings
   }: {
     activityIds?: string[];
     activityTypes?: ActivityType[];
+    endDate?: Date;
     filters?: Filter[];
+    startDate?: Date;
     userId: string;
     userSettings: UserSettings;
   }): Promise<ExportResponse> {
@@ -41,7 +45,9 @@ export class ExportService {
     const platformsMap: { [platformId: string]: Platform } = {};
 
     let { activities } = await this.activitiesService.getActivities({
+      endDate,
       filters,
+      startDate,
       userId,
       includeDrafts: true,
       sortColumn: 'date',
@@ -67,6 +73,13 @@ export class ExportService {
       };
     }
 
+    const isFilteredExport =
+      activityIds?.length > 0 ||
+      activityTypes?.length > 0 ||
+      filters?.length > 0 ||
+      !!endDate ||
+      !!startDate;
+
     const accounts = (
       await this.accountService.accounts({
         where,
@@ -81,7 +94,7 @@ export class ExportService {
       })
     )
       .filter(({ id }) => {
-        return activityIds?.length > 0
+        return isFilteredExport
           ? activities.some(({ accountId }) => {
               return accountId === id;
             })
@@ -94,7 +107,6 @@ export class ExportService {
           comment,
           currency,
           id,
-          isExcluded,
           name,
           platform,
           platformId,
@@ -112,7 +124,6 @@ export class ExportService {
             comment,
             currency,
             id,
-            isExcluded,
             name,
             platformId,
             tags: tags.map(({ id: tagId }) => {

apps/api/src/app/export/get-export.dto.ts

@@ -0,0 +1,14 @@
+import { ActivitiesFilterDto } from '@ghostfolio/api/app/activities/activities-filter.dto';
+
+import { Transform, TransformFnParams } from 'class-transformer';
+import { IsOptional, IsUUID } from 'class-validator';
+import { isString } from 'lodash';
+
+export class GetExportDto extends ActivitiesFilterDto {
+  @IsOptional()
+  @IsUUID(undefined, { each: true })
+  @Transform(({ value }: TransformFnParams) => {
+    return isString(value) ? value.split(',') : value;
+  })
+  activityIds?: string[];
+}

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

@@ -9,7 +9,10 @@ import { MarketDataService } from '@ghostfolio/api/services/market-data/market-d
 import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
 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 {
+  DATA_GATHERING_QUEUE_PRIORITY_HIGH,
+  TAG_ID_EXCLUDE_FROM_ANALYSIS
+} from '@ghostfolio/common/config';
 import { CreateAssetProfileDto, CreateOrderDto } from '@ghostfolio/common/dtos';
 import {
   getAssetProfileIdentifier,
@@ -272,7 +275,11 @@ 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 = omit(accountWithBalances, ['balances', 'tags']);
+          const account = omit(accountWithBalances, [
+            'balances',
+            'isExcluded',
+            'tags'
+          ]);
 
           let oldAccountId: string;
           const platformId = account.platformId;
@@ -292,6 +299,16 @@ export class ImportService {
               return existingTagIds.has(tagId);
             });
 
+          // Map the legacy isExcluded attribute of old export files to
+          // the "Exclude from Analysis" tag
+          if (
+            accountWithBalances.isExcluded &&
+            existingTagIds.has(TAG_ID_EXCLUDE_FROM_ANALYSIS) &&
+            !tagIds.includes(TAG_ID_EXCLUDE_FROM_ANALYSIS)
+          ) {
+            tagIds.push(TAG_ID_EXCLUDE_FROM_ANALYSIS);
+          }
+
           let accountObject: Prisma.AccountCreateInput = {
             ...account,
             balances: {

apps/api/src/app/portfolio/calculator/roai/portfolio-calculator-cash.spec.ts

@@ -186,7 +186,6 @@ describe('PortfolioCalculator', () => {
             createdAt: parseDate('2023-12-31'),
             currency: 'USD',
             id: accountId,
-            isExcluded: false,
             name: 'USD',
             platformId: null,
             updatedAt: parseDate('2023-12-31'),
@@ -362,7 +361,6 @@ describe('PortfolioCalculator', () => {
             createdAt: parseDate('2023-12-31'),
             currency: 'CHF',
             id: accountId,
-            isExcluded: false,
             name: 'CHF',
             platformId: null,
             updatedAt: parseDate('2023-12-31'),
@@ -494,7 +492,6 @@ describe('PortfolioCalculator', () => {
             createdAt: parseDate('2023-12-31'),
             currency: 'CHF',
             id: accountId,
-            isExcluded: false,
             name: 'CHF',
             platformId: null,
             updatedAt: parseDate('2023-12-31'),

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

@@ -1,6 +1,7 @@
 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 { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator';
 import { userDummyData } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
 import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
@@ -11,7 +12,10 @@ import { ImpersonationService } from '@ghostfolio/api/services/impersonation/imp
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
-import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
+import {
+  AssetProfileIdentifier,
+  PortfolioSummary
+} from '@ghostfolio/common/interfaces';
 
 import { Account, DataSource } from '@prisma/client';
 import { Big } from 'big.js';
@@ -92,6 +96,7 @@ describe('PortfolioService', () => {
       null,
       null,
       null,
+      null,
       null
     );
 
@@ -187,7 +192,6 @@ describe('PortfolioService', () => {
             createdAt: parseDate('2024-01-01'),
             currency: 'USD',
             id: randomUUID(),
-            isExcluded: false,
             name: 'USD',
             platformId: null,
             updatedAt: parseDate('2024-01-01'),
@@ -221,7 +225,6 @@ describe('PortfolioService', () => {
         createdAt: parseDate('2024-01-01'),
         currency: 'USD',
         id: accountId,
-        isExcluded: false,
         name: 'USD',
         platformId: null,
         updatedAt: parseDate('2024-01-01'),
@@ -337,6 +340,86 @@ describe('PortfolioService', () => {
     });
   });
 
+  describe('getSummary', () => {
+    const getSummary = (args: object) => {
+      return (
+        portfolioService as unknown as {
+          getSummary: (aArgs: object) => Promise<PortfolioSummary>;
+        }
+      ).getSummary(args);
+    };
+
+    function createPortfolioCalculator() {
+      return {
+        getDividendInBaseCurrency: jest.fn().mockResolvedValue(new Big(0)),
+        getFeesInBaseCurrency: jest.fn().mockResolvedValue(new Big(0)),
+        getInterestInBaseCurrency: jest.fn().mockResolvedValue(new Big(0)),
+        getLiabilitiesInBaseCurrency: jest.fn().mockResolvedValue(new Big(0)),
+        getSnapshot: jest.fn().mockResolvedValue({
+          currentValueInBaseCurrency: new Big(3000),
+          totalCashInBaseCurrency: new Big(1000),
+          totalInvestment: new Big(2000),
+          totalInvestmentWithCurrencyEffect: new Big(2000)
+        }),
+        getStartDate: jest.fn().mockReturnValue(parseDate('2024-01-01'))
+      } as unknown as PortfolioCalculator;
+    }
+
+    beforeEach(() => {
+      jest
+        .spyOn(activitiesService, 'getActivities')
+        .mockResolvedValue({ activities: [], count: 0 });
+
+      jest
+        .spyOn(impersonationService, 'validateImpersonationId')
+        .mockResolvedValue(null);
+
+      jest.spyOn(portfolioService, 'getPerformance').mockResolvedValue({
+        performance: {
+          currentValueInBaseCurrency: 3000,
+          netPerformance: 500,
+          netPerformancePercentage: 0.2,
+          netPerformancePercentageWithCurrencyEffect: 0.2,
+          netPerformanceWithCurrencyEffect: 500
+        }
+      } as Awaited<ReturnType<typeof portfolioService.getPerformance>>);
+
+      jest.spyOn(userService, 'user').mockResolvedValue({
+        id: userDummyData.id,
+        settings: {
+          settings: {
+            baseCurrency: 'CHF'
+          }
+        }
+      } as unknown as Awaited<ReturnType<typeof userService.user>>);
+    });
+
+    it('should derive the cash and net worth from the account balance when there are no excluded accounts, no emergency fund and no liabilities', async () => {
+      jest.spyOn(accountService, 'getCashDetails').mockResolvedValue({
+        accounts: [],
+        balanceInBaseCurrency: 1000
+      });
+
+      const portfolioCalculator = createPortfolioCalculator();
+
+      const summary = await getSummary({
+        portfolioCalculator,
+        balanceInBaseCurrency: 1000,
+        emergencyFundHoldingsValueInBaseCurrency: 0,
+        filteredValueInBaseCurrency: new Big(3000),
+        impersonationId: undefined,
+        userCurrency: 'CHF',
+        userId: userDummyData.id
+      });
+
+      expect(summary.cash).toBe(1000);
+      expect(summary.emergencyFund.total).toBe(0);
+      expect(summary.excludedAccountsAndActivities).toBe(0);
+      expect(summary.totalAssetsInBaseCurrency).toBe(3000);
+      expect(summary.totalValueInBaseCurrency).toBe(3000);
+    });
+  });
+
   describe('getValueOfAccountsAndPlatforms', () => {
     const getValueOfAccountsAndPlatforms = (args: object) => {
       return (
@@ -353,7 +436,6 @@ describe('PortfolioService', () => {
       balance: 100,
       currency: 'USD',
       id: randomUUID(),
-      isExcluded: false,
       name: 'Account 1',
       platform: { name: 'Platform 1' },
       platformId: randomUUID()

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

@@ -1035,7 +1035,6 @@ export class PortfolioService {
       return {
         chart: [],
         dateOfFirstActivity: undefined,
-        firstOrderDate: undefined,
         hasErrors: false,
         performance: {
           currentNetWorth: 0,
@@ -1093,7 +1092,6 @@ export class PortfolioService {
       errors,
       hasErrors,
       dateOfFirstActivity: parseDate(historicalData[0]?.date),
-      firstOrderDate: parseDate(historicalData[0]?.date),
       performance: {
         netPerformance,
         netPerformanceWithCurrencyEffect,

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

@@ -31,9 +31,12 @@ import {
   DEFAULT_LOCALE,
   PROPERTY_API_KEY_GHOSTFOLIO,
   PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_MAX_DAILY_REQUESTS,
   PROPERTY_REFERRAL_PARTNERS,
   PROPERTY_SYSTEM_MESSAGE,
-  TAG_ID_EXCLUDE_FROM_ANALYSIS
+  TAG_ID_EXCLUDE_FROM_ANALYSIS,
+  THROTTLE_DAILY_KEY,
+  THROTTLE_DAILY_TTL
 } from '@ghostfolio/common/config';
 import { SubscriptionType } from '@ghostfolio/common/enums';
 import {
@@ -50,15 +53,18 @@ import {
 import { UserWithSettings } from '@ghostfolio/common/types';
 import { PerformanceCalculationType } from '@ghostfolio/common/types/performance-calculation-type.type';
 
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { EventEmitter2 } from '@nestjs/event-emitter';
+import { InjectThrottlerStorage, ThrottlerStorage } from '@nestjs/throttler';
 import { Prisma, Role, Settings, User } from '@prisma/client';
 import { differenceInDays, subDays } from 'date-fns';
-import { without } from 'lodash';
+import { isNil, without } from 'lodash';
 import { createHmac } from 'node:crypto';
 
 @Injectable()
 export class UserService {
+  private readonly logger = new Logger(UserService.name);
+
   public constructor(
     private readonly activitiesService: ActivitiesService,
     private readonly configurationService: ConfigurationService,
@@ -67,7 +73,9 @@ export class UserService {
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService,
-    private readonly tagService: TagService
+    private readonly tagService: TagService,
+    @InjectThrottlerStorage()
+    private readonly throttlerStorage: ThrottlerStorage
   ) {}
 
   public async count(args?: Prisma.UserCountArgs) {
@@ -228,6 +236,38 @@ export class UserService {
     return usersWithAdminRole.length > 0;
   }
 
+  public async isDailyRequestLimitExceeded({
+    user
+  }: {
+    user: UserWithSettings;
+  }) {
+    if (user.subscription?.type === SubscriptionType.Premium) {
+      return false;
+    }
+
+    const maxDailyRequests = await this.getMaxDailyRequests();
+
+    if (maxDailyRequests === undefined) {
+      return false;
+    }
+
+    try {
+      const { isBlocked } = await this.throttlerStorage.increment(
+        `${THROTTLE_DAILY_KEY}-${user.id}`,
+        THROTTLE_DAILY_TTL,
+        maxDailyRequests,
+        THROTTLE_DAILY_TTL,
+        THROTTLE_DAILY_KEY
+      );
+
+      return isBlocked;
+    } catch (error) {
+      this.logger.error(error);
+
+      return false;
+    }
+  }
+
   public async user(
     userWhereUniqueInput: Prisma.UserWhereUniqueInput
   ): Promise<UserWithSettings | null> {
@@ -286,7 +326,7 @@ export class UserService {
       updatedAt,
       activityCount: analytics?.activityCount,
       dataProviderGhostfolioDailyRequests:
-        analytics?.dataProviderGhostfolioDailyRequests
+        analytics?.dataProviderGhostfolioDailyRequests ?? 0
     };
 
     if (user.settings) {
@@ -782,4 +822,26 @@ export class UserService {
 
     return settings;
   }
+
+  private async getMaxDailyRequests() {
+    const value = await this.propertyService.getByKey<string>(
+      PROPERTY_MAX_DAILY_REQUESTS
+    );
+
+    if (isNil(value) || value === '') {
+      return undefined;
+    }
+
+    const maxDailyRequests = Number(value);
+
+    if (!Number.isInteger(maxDailyRequests) || maxDailyRequests < 0) {
+      this.logger.warn(
+        `The property ${PROPERTY_MAX_DAILY_REQUESTS} is not a non-negative integer ("${value}"), the daily request limit is not applied`
+      );
+
+      return undefined;
+    }
+
+    return maxDailyRequests;
+  }
 }

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

@@ -4,7 +4,6 @@ import { Prisma } from '@prisma/client';
 import { endOfToday, isAfter } from 'date-fns';
 
 export const WHERE_ACCOUNT_NOT_EXCLUDED: Prisma.AccountWhereInput = {
-  isExcluded: false,
   tags: {
     none: {
       tagId: TAG_ID_EXCLUDE_FROM_ANALYSIS

apps/api/src/services/data-provider/data-provider.service.ts

@@ -20,7 +20,8 @@ import {
   getCurrencyFromSymbol,
   getStartOfUtcDate,
   isCurrency,
-  isDerivedCurrency
+  isDerivedCurrency,
+  isValidSearchQuery
 } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
@@ -838,7 +839,9 @@ export class DataProviderService implements OnModuleInit {
     let lookupItems: LookupItem[] = [];
     const promises: Promise<LookupResponse>[] = [];
 
-    if (query?.length < 2) {
+    query = query?.trim();
+
+    if (!isValidSearchQuery(query)) {
       return { items: lookupItems };
     }
 

apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts

@@ -330,8 +330,12 @@ export class YahooFinanceService implements DataProviderInterface {
         });
       }
     } catch (error) {
+      if (error?.name === 'BadRequestError') {
+        this.logger.warn(`Could not search for "${query}": ${error.message}`);
+      } else {
         this.logger.error(error);
       }
+    }
 
     return { items };
   }

apps/client/src/app/app.component.ts

@@ -135,7 +135,10 @@ export class GfAppComponent implements OnInit {
               this.currentSubRoute ===
                 internalRoutes.home.subRoutes?.holdings.path) ||
             (this.currentRoute === internalRoutes.portfolio.path &&
-              !this.currentSubRoute)) &&
+              !this.currentSubRoute) ||
+            (this.currentRoute === internalRoutes.portfolio.path &&
+              this.currentSubRoute ===
+                internalRoutes.portfolio.subRoutes?.activities.path)) &&
           this.user?.settings?.viewMode !== 'ZEN'
         ) {
           this.hasPermissionToChangeDateRange = true;

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@@ -33,6 +33,7 @@
     <mat-tab-group
       animationDuration="0ms"
       class="mb-4"
+      [disablePagination]="true"
       [mat-stretch-tabs]="false"
     >
       <mat-tab>

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html

@@ -105,6 +105,7 @@
 
     <mat-tab-group
       animationDuration="0ms"
+      [disablePagination]="true"
       [dynamicHeight]="true"
       [mat-stretch-tabs]="false"
     >

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html

@@ -39,6 +39,7 @@
     <mat-tab-group
       animationDuration="0ms"
       class="mb-4"
+      [disablePagination]="true"
       [mat-stretch-tabs]="false"
     >
       <mat-tab>

apps/client/src/app/components/user-account-settings/user-account-settings.component.ts

@@ -266,10 +266,6 @@ export class GfUserAccountSettingsComponent implements OnInit {
       .fetchExport()
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe((data) => {
-        for (const activity of data.activities) {
-          delete (activity as Omit<typeof activity, 'id'> & { id?: string }).id;
-        }
-
         downloadAsFile({
           content: data,
           fileName: `ghostfolio-export-${format(

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

@@ -191,7 +191,6 @@ export class GfAccountsPageComponent implements OnInit {
     comment,
     currency,
     id,
-    isExcluded,
     name,
     platformId,
     tags
@@ -206,7 +205,6 @@ export class GfAccountsPageComponent implements OnInit {
           comment,
           currency,
           id,
-          isExcluded,
           name,
           platformId,
           tags
@@ -288,7 +286,6 @@ export class GfAccountsPageComponent implements OnInit {
           comment: null,
           currency: this.user?.settings?.baseCurrency ?? null,
           id: null,
-          isExcluded: false,
           name: null,
           platformId: null,
           tags: []

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

@@ -27,7 +27,6 @@ import {
 } from '@angular/forms';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatButtonModule } from '@angular/material/button';
-import { MatCheckboxModule } from '@angular/material/checkbox';
 import {
   MAT_DIALOG_DATA,
   MatDialogModule,
@@ -51,7 +50,6 @@ import { CreateOrUpdateAccountDialogParams } from './interfaces/interfaces';
     GfTagsSelectorComponent,
     MatAutocompleteModule,
     MatButtonModule,
-    MatCheckboxModule,
     MatDialogModule,
     MatFormFieldModule,
     MatInputModule,
@@ -106,7 +104,6 @@ export class GfCreateOrUpdateAccountDialogComponent {
       balance: [this.data.account.balance, Validators.required],
       comment: [this.data.account.comment],
       currency: [this.data.account.currency, Validators.required],
-      isExcluded: [this.data.account.isExcluded],
       name: [this.data.account.name, Validators.required],
       platformId: [null, this.autocompleteObjectValidator()],
       tags: [
@@ -204,7 +201,6 @@ export class GfCreateOrUpdateAccountDialogComponent {
       comment: this.accountForm.get('comment')?.value ?? null,
       currency: this.accountForm.get('currency')?.value,
       id: this.accountForm.get('accountId')?.value,
-      isExcluded: this.accountForm.get('isExcluded')?.value,
       name: this.accountForm.get('name')?.value,
       platformId: this.accountForm.get('platformId')?.value?.id ?? null,
       tags: this.accountForm

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

@@ -92,11 +92,6 @@
         [tagsAvailable]="tagsAvailable"
       />
     </div>
-    <div class="mb-3 px-2">
-      <mat-checkbox color="primary" formControlName="isExcluded" i18n
-        >Exclude from Analysis</mat-checkbox
-      >
-    </div>
     @if (data.account.id) {
       <div>
         <mat-form-field appearance="outline" class="w-100">

apps/client/src/app/pages/portfolio/activities/activities-page.component.ts

@@ -10,7 +10,6 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { internalRoutes } from '@ghostfolio/common/routes/routes';
-import { DateRange } from '@ghostfolio/common/types';
 import { GfActivitiesTableComponent } from '@ghostfolio/ui/activities-table';
 import { GfFabComponent } from '@ghostfolio/ui/fab';
 import { DataService } from '@ghostfolio/ui/services';
@@ -92,8 +91,14 @@ export class GfActivitiesPageComponent implements OnInit {
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe((state) => {
         if (state?.user) {
+          const previousDateRange = this.getDateRange();
+
           this.updateUser(state.user);
 
+          if (previousDateRange !== this.getDateRange()) {
+            this.pageIndex = 0;
+          }
+
           this.fetchActivities();
 
           this.changeDetectorRef.markForCheck();
@@ -120,7 +125,11 @@ export class GfActivitiesPageComponent implements OnInit {
   protected onDeleteActivities() {
     this.dataService
       .deleteActivities({
-        filters: this.userService.getFilters()
+        activityTypes: this.activityTypesFilter.length
+          ? this.activityTypesFilter
+          : undefined,
+        filters: this.userService.getFilters(),
+        range: this.getDateRange()
       })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(() => {
@@ -159,7 +168,8 @@ export class GfActivitiesPageComponent implements OnInit {
         activityTypes: this.activityTypesFilter.length
           ? this.activityTypesFilter
           : undefined,
-        filters: this.userService.getFilters()
+        filters: this.userService.getFilters(),
+        range: this.getDateRange()
       };
     }
 
@@ -167,10 +177,6 @@ export class GfActivitiesPageComponent implements OnInit {
       .fetchExport(fetchExportParams)
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe((data) => {
-        for (const activity of data.activities) {
-          delete (activity as Omit<typeof activity, 'id'> & { id?: string }).id;
-        }
-
         downloadAsFile({
           content: data,
           fileName: `ghostfolio-export-${format(
@@ -184,7 +190,7 @@ export class GfActivitiesPageComponent implements OnInit {
 
   protected onExportDrafts(activityIds?: string[]) {
     this.dataService
-      .fetchExport({ activityIds })
+      .fetchExport({ activityIds, withActivityIds: true })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe((data) => {
         downloadAsFile({
@@ -277,16 +283,13 @@ export class GfActivitiesPageComponent implements OnInit {
     this.dataSource = undefined;
     this.totalItems = undefined;
 
-    const dateRange = this.user?.settings?.dateRange;
-    const range = this.isCalendarYear(dateRange) ? dateRange : undefined;
-
     this.dataService
       .fetchActivities({
-        range,
         activityTypes: this.activityTypesFilter.length
           ? this.activityTypesFilter
           : undefined,
         filters: this.userService.getFilters(),
+        range: this.getDateRange(),
         skip: this.pageIndex * this.pageSize,
         sortColumn: this.sortColumn,
         sortDirection: this.sortDirection,
@@ -311,12 +314,16 @@ export class GfActivitiesPageComponent implements OnInit {
       });
   }
 
-  private isCalendarYear(dateRange?: DateRange) {
-    if (!dateRange) {
-      return false;
+  private getDateRange() {
+    const dateRange = this.user?.settings?.dateRange;
+
+    // Omit the date ranges which do not apply to activities: '1d' spans today
+    // only, while 'max' would exclude drafts dated in the future
+    if (!dateRange || ['1d', 'max'].includes(dateRange)) {
+      return undefined;
     }
 
-    return /^\d{4}$/.test(dateRange);
+    return dateRange;
   }
 
   private updateUser(aUser: User) {

apps/client/src/index.html

@@ -1,5 +1,5 @@
 <!doctype html>
-<html class="h-100 position-relative" lang="${languageCode}">
+<html class="h-100" lang="${languageCode}">
   <head>
     <title>Ghostfolio</title>
     <base href="/" />

apps/client/src/styles.scss

@@ -411,6 +411,17 @@ ngx-skeleton-loader {
   .mdc-dialog__content {
     --mat-dialog-supporting-text-color: rgba(var(--dark-primary-text));
   }
+
+  @media (max-width: 575.98px) {
+    // Tabs fill the available width on mobile
+    .mat-mdc-tab-group {
+      .mat-mdc-tab {
+        flex-grow: 1;
+        min-width: unset;
+        padding: 0 0.5rem;
+      }
+    }
+  }
 }
 
 .mat-mdc-fab,

apps/client/src/styles/theme.scss

@@ -364,6 +364,12 @@ $gf-typography: (
     )
   );
 
+  @include mat.pseudo-checkbox-overrides(
+    (
+      full-selected-icon-color: var(--gf-theme-primary-500)
+    )
+  );
+
   @include mat.slide-toggle-overrides(
     (
       selected-focus-handle-color: var(--gf-theme-primary-500),

libs/common/src/lib/calculation-helper.spec.ts

@@ -1,8 +1,30 @@
 import { Big } from 'big.js';
+import { format } from 'date-fns';
 
-import { getAnnualizedPerformancePercent } from './calculation-helper';
+import {
+  getAnnualizedPerformancePercent,
+  getIntervalFromDateRange
+} from './calculation-helper';
+import { DATE_FORMAT } from './helper';
 
 describe('CalculationHelper', () => {
+  describe('interval from date range', () => {
+    it('Get interval of a calendar year', async () => {
+      const { endDate, startDate } = getIntervalFromDateRange({
+        dateRange: '2024'
+      });
+
+      // The boundaries are expressed in the local time zone, therefore the
+      // calendar days must hold independently of the time zone the tests run in
+      expect(format(startDate, DATE_FORMAT)).toEqual('2023-12-31');
+      expect(format(endDate, DATE_FORMAT)).toEqual('2024-12-31');
+
+      // The start date is exclusive, hence the first instant of the year is
+      // part of the interval
+      expect(startDate.getTime()).toEqual(new Date(2024, 0, 1).getTime() - 1);
+    });
+  });
+
   describe('annualized performance percentage', () => {
     it('Get annualized performance', async () => {
       expect(

libs/common/src/lib/calculation-helper.ts

@@ -7,6 +7,7 @@ import {
   startOfWeek,
   startOfYear,
   subDays,
+  subMilliseconds,
   subYears
 } from 'date-fns';
 import { isFinite, isNumber } from 'lodash';
@@ -75,10 +76,16 @@ export function getIntervalFromDateRange(params: {
       break;
     case 'max':
       break;
-    default:
+    default: {
       // '2024', '2023', '2022', etc.
-      endDate = endOfYear(new Date(dateRange));
-      startDate = max([startDate, new Date(dateRange)]);
+      const yearStartDate = new Date(Number(dateRange), 0, 1);
+
+      // Derive the boundaries of the calendar year in the local time zone, as
+      // the consumers apply local time zone semantics. As the start date is
+      // exclusive, the last millisecond of the preceding year is used.
+      endDate = endOfYear(yearStartDate);
+      startDate = max([startDate, subMilliseconds(yearStartDate, 1)]);
+    }
   }
 
   return { endDate, startDate };

libs/common/src/lib/config.ts

@@ -67,6 +67,20 @@ export const DATA_GATHERING_QUEUE_PRIORITY_MEDIUM = Math.round(
   DATA_GATHERING_QUEUE_PRIORITY_LOW / 2
 );
 
+/**
+ * The named date ranges, complemented by the calendar years like '2024',
+ * '2023', '2022', etc.
+ */
+export const DATE_RANGES = [
+  '1d',
+  '1y',
+  '5y',
+  'max',
+  'mtd',
+  'wtd',
+  'ytd'
+] as const;
+
 export const PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE =
   'PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE';
 export const PORTFOLIO_SNAPSHOT_COMPUTATION_QUEUE_PRIORITY_HIGH = 1;
@@ -253,6 +267,7 @@ export const PROPERTY_DEMO_USER_ID = 'DEMO_USER_ID';
 export const PROPERTY_IS_DATA_GATHERING_ENABLED = 'IS_DATA_GATHERING_ENABLED';
 export const PROPERTY_IS_READ_ONLY_MODE = 'IS_READ_ONLY_MODE';
 export const PROPERTY_IS_USER_SIGNUP_ENABLED = 'IS_USER_SIGNUP_ENABLED';
+export const PROPERTY_MAX_DAILY_REQUESTS = 'MAX_DAILY_REQUESTS';
 export const PROPERTY_OPENROUTER_MODEL = 'OPENROUTER_MODEL';
 export const PROPERTY_OPENROUTER_MODEL_WEB_FETCH = 'OPENROUTER_MODEL_WEB_FETCH';
 export const PROPERTY_PROXY_ROUTES = 'PROXY_ROUTES';
@@ -287,6 +302,8 @@ export const REPLACE_NAME_PARTS = [
   'Xtrackers (IE) Plc -'
 ];
 
+export const SEARCH_QUERY_MINIMUM_LENGTH = 2;
+
 export const SECTORS = [
   'Basic Materials',
   'Communication Services',
@@ -326,6 +343,8 @@ export const TAG_ID_EXCLUDE_FROM_ANALYSIS =
   'f2e868af-8333-459f-b161-cbc6544c24bd';
 export const TAG_ID_DEMO = 'efa08cb3-9b9d-4974-ac68-db13a19c4874';
 
+export const THROTTLE_DAILY_KEY = 'daily';
+export const THROTTLE_DAILY_TTL = ms('1 day');
 export const THROTTLE_DEFAULT_LIMIT = 10;
 export const THROTTLE_DEFAULT_TTL = ms('1 minute');
 export const THROTTLE_SIGNUP_LIMIT = 5;

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

@@ -1,6 +1,6 @@
 import { AccountBalance } from '@ghostfolio/common/interfaces';
 
-import { IsArray, IsOptional } from 'class-validator';
+import { IsArray, IsBoolean, IsOptional } from 'class-validator';
 
 import { CreateAccountDto } from './create-account.dto';
 
@@ -8,4 +8,12 @@ export class CreateAccountWithBalancesDto extends CreateAccountDto {
   @IsArray()
   @IsOptional()
   balances?: AccountBalance[];
+
+  /**
+   * @deprecated Accepted for backward compatibility with old export files
+   * and mapped to the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`)
+   */
+  @IsBoolean()
+  @IsOptional()
+  isExcluded?: boolean;
 }

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

@@ -4,7 +4,6 @@ import { Transform, TransformFnParams } from 'class-transformer';
 import {
   ArrayUnique,
   IsArray,
-  IsBoolean,
   IsNumber,
   IsOptional,
   IsString,
@@ -30,13 +29,6 @@ export class CreateAccountDto {
   @IsString()
   id?: string;
 
-  /**
-   * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
-   */
-  @IsBoolean()
-  @IsOptional()
-  isExcluded?: boolean;
-
   @IsString()
   name: string;
 

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

@@ -4,7 +4,6 @@ import { Transform, TransformFnParams } from 'class-transformer';
 import {
   ArrayUnique,
   IsArray,
-  IsBoolean,
   IsNumber,
   IsOptional,
   IsString,
@@ -29,13 +28,6 @@ export class UpdateAccountDto {
   @IsString()
   id: string;
 
-  /**
-   * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
-   */
-  @IsBoolean()
-  @IsOptional()
-  isExcluded?: boolean;
-
   @IsString()
   name: string;
 

libs/common/src/lib/helper.ts

@@ -41,6 +41,7 @@ import {
   DERIVED_CURRENCIES,
   ghostfolioFearAndGreedIndexSymbolCryptocurrencies,
   ghostfolioFearAndGreedIndexSymbolStocks,
+  SEARCH_QUERY_MINIMUM_LENGTH,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from './config';
 import {
@@ -455,12 +456,8 @@ export function interpolate(template: string, context: any) {
   });
 }
 
-export function isAccountExcluded(account: {
-  isExcluded: boolean;
-  tags?: { id: string }[];
-}) {
+export function isAccountExcluded(account: { tags?: { id: string }[] }) {
   return (
-    account.isExcluded ||
     account.tags?.some(({ id }) => {
       return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
     }) === true
@@ -509,6 +506,10 @@ export function isRootCurrency(aCurrency: string) {
   });
 }
 
+export function isValidSearchQuery(aQuery: string) {
+  return aQuery?.trim().length >= SEARCH_QUERY_MINIMUM_LENGTH;
+}
+
 export function parseDate(date: string): Date | undefined {
   if (!date) {
     return undefined;

libs/common/src/lib/interfaces/responses/portfolio-performance-response.interface.ts

@@ -5,11 +5,5 @@ import { ResponseError } from './errors.interface';
 export interface PortfolioPerformanceResponse extends ResponseError {
   chart?: HistoricalDataItem[];
   dateOfFirstActivity: Date;
-
-  /**
-   * @deprecated Use `dateOfFirstActivity` instead
-   */
-  firstOrderDate: Date;
-
   performance: PortfolioPerformance;
 }

libs/common/src/lib/types/date-range.type.ts

@@ -1,9 +1,3 @@
-export type DateRange =
-  | '1d'
-  | '1y'
-  | '5y'
-  | 'max'
-  | 'mtd'
-  | 'wtd'
-  | 'ytd'
-  | string; // '2024', '2023', '2022', etc.
+import type { DATE_RANGES } from '../config';
+
+export type DateRange = (typeof DATE_RANGES)[number] | string; // '2024', '2023', '2022', etc.

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

@@ -24,7 +24,6 @@ const accounts = [
     createdAt: new Date('2025-06-01T06:52:49.063Z'),
     currency: 'USD',
     id: '460d7401-ca43-4ed4-b08e-349f1822e9db',
-    isExcluded: false,
     name: 'Coinbase Account',
     platform: {
       id: '8dc24b88-bb92-4152-af25-fe6a31643e26',
@@ -46,7 +45,6 @@ const accounts = [
     createdAt: new Date('2025-06-01T06:48:53.055Z'),
     currency: 'USD',
     id: '6d773e31-0583-4c85-a247-e69870b4f1ee',
-    isExcluded: false,
     name: 'Private Banking Account',
     platform: {
       id: '43e8fcd1-5b79-4100-b678-d2229bd1660d',
@@ -68,7 +66,6 @@ const accounts = [
     createdAt: new Date('2025-05-31T13:00:13.940Z'),
     currency: 'USD',
     id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-    isExcluded: false,
     name: 'Trading Account',
     platform: {
       id: '9da3a8a7-4795-43e3-a6db-ccb914189737',

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

@@ -58,12 +58,19 @@
           <button
             class="align-items-center d-flex"
             mat-menu-item
-            [disabled]="dataSource()?.data.length === 0"
+            [disabled]="!canExportActivities()"
             (click)="onExport()"
           >
             <span class="align-items-center d-flex">
               <ion-icon class="mr-2" name="cloud-download-outline" />
+              @if (canExportActivities()) {
+                <span i18n
+                  >Export {{ totalItems > 1 ? totalItems : '' }}
+                  {totalItems, plural, =1 {Activity} other {Activities}}</span
+                >
+              } @else {
                 <span i18n>Export Activities</span>
+              }
             </span>
           </button>
         }
@@ -84,14 +91,19 @@
         <button
           class="align-items-center d-flex"
           mat-menu-item
-          [disabled]="
-            dataSource()?.data.length === 0 || !hasPermissionToDeleteActivity
-          "
+          [disabled]="!canDeleteActivities()"
           (click)="onDeleteActivities()"
         >
           <span class="align-items-center d-flex">
             <ion-icon class="mr-2" name="trash-outline" />
+            @if (canDeleteActivities()) {
+              <span i18n
+                >Delete {{ totalItems > 1 ? totalItems : '' }}
+                {totalItems, plural, =1 {Activity} other {Activities}}</span
+              >
+            } @else {
               <span i18n>Delete Activities</span>
+            }
           </span>
         </button>
       </mat-menu>

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

@@ -44,7 +44,6 @@ const activities: Activity[] = [
       createdAt: new Date('2025-05-31T13:00:13.940Z'),
       currency: 'USD',
       id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-      isExcluded: false,
       name: 'Trading Account',
       platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
       updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -111,7 +110,6 @@ const activities: Activity[] = [
       createdAt: new Date('2025-05-31T13:00:13.940Z'),
       currency: 'USD',
       id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-      isExcluded: false,
       name: 'Trading Account',
       platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
       updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -178,7 +176,6 @@ const activities: Activity[] = [
       createdAt: new Date('2025-05-31T13:00:13.940Z'),
       currency: 'USD',
       id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-      isExcluded: false,
       name: 'Trading Account',
       platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
       updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -245,7 +242,6 @@ const activities: Activity[] = [
       createdAt: new Date('2025-05-31T13:00:13.940Z'),
       currency: 'USD',
       id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-      isExcluded: false,
       name: 'Trading Account',
       platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
       updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -312,7 +308,6 @@ const activities: Activity[] = [
       createdAt: new Date('2025-05-31T13:00:13.940Z'),
       currency: 'USD',
       id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
-      isExcluded: false,
       name: 'Trading Account',
       platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
       updatedAt: new Date('2025-06-01T06:53:10.569Z'),

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

@@ -282,6 +282,20 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
     );
   }
 
+  public canDeleteActivities() {
+    return (
+      (this.dataSource()?.data.length ?? 0) > 0 &&
+      this.hasPermissionToDeleteActivity
+    );
+  }
+
+  public canExportActivities() {
+    return (
+      (this.dataSource()?.data.length ?? 0) > 0 &&
+      this.hasPermissionToExportActivities
+    );
+  }
+
   public isExcludedFromAnalysis(activity: Activity) {
     return (
       (activity.account && isAccountExcluded(activity.account)) ??
@@ -314,7 +328,10 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
         this.activitiesDeleted.emit();
       },
       confirmType: ConfirmationDialogType.Warn,
-      title: $localize`Do you really want to delete these activities?`
+      title:
+        this.totalItems === 1
+          ? $localize`Do you really want to delete this activity?`
+          : $localize`Do you really want to delete these ${this.totalItems}:count: activities?`
     });
   }
 

libs/ui/src/lib/assistant/assistant.component.ts

@@ -202,6 +202,11 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     this.searchFormControl.valueChanges
       .pipe(
         map((searchTerm) => {
+          return searchTerm?.trim();
+        }),
+        debounceTime(300),
+        distinctUntilChanged(),
+        tap(() => {
           this.isLoading = {
             accounts: true,
             assetProfiles: true,
@@ -216,11 +221,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
           };
 
           this.changeDetectorRef.markForCheck();
-
-          return searchTerm?.trim();
         }),
-        debounceTime(300),
-        distinctUntilChanged(),
         switchMap((searchTerm) => {
           const results = {
             accounts: [],

libs/ui/src/lib/services/data.service.ts

@@ -329,8 +329,24 @@ export class DataService {
     return this.http.delete<AccountBalance>(`/api/v1/account-balance/${aId}`);
   }
 
-  public deleteActivities({ filters }: { filters?: Filter[] }) {
-    const params = this.buildFiltersAsQueryParams({ filters });
+  public deleteActivities({
+    activityTypes,
+    filters,
+    range
+  }: {
+    activityTypes?: string[];
+    filters?: Filter[];
+    range?: DateRange;
+  }) {
+    let params = this.buildFiltersAsQueryParams({ filters });
+
+    if (activityTypes?.length) {
+      params = params.append('activityTypes', activityTypes.join(','));
+    }
+
+    if (range) {
+      params = params.append('range', range);
+    }
 
     return this.http.delete<number>('/api/v1/activities', { params });
   }
@@ -459,11 +475,15 @@ export class DataService {
   public fetchExport({
     activityIds,
     activityTypes,
-    filters
+    filters,
+    range,
+    withActivityIds = false
   }: {
     activityIds?: string[];
     activityTypes?: string[];
     filters?: Filter[];
+    range?: DateRange;
+    withActivityIds?: boolean;
   } = {}) {
     let params = this.buildFiltersAsQueryParams({ filters });
 
@@ -475,9 +495,26 @@ export class DataService {
       params = params.append('activityTypes', activityTypes.join(','));
     }
 
-    return this.http.get<ExportResponse>('/api/v1/export', {
+    if (range) {
+      params = params.append('range', range);
+    }
+
+    return this.http
+      .get<ExportResponse>('/api/v1/export', {
         params
-    });
+      })
+      .pipe(
+        map((exportResponse) => {
+          if (!withActivityIds) {
+            for (const activity of exportResponse.activities) {
+              delete (activity as Omit<typeof activity, 'id'> & { id?: string })
+                .id;
+            }
+          }
+
+          return exportResponse;
+        })
+      );
   }
 
   public fetchHoldingDetail({
@@ -509,8 +546,7 @@ export class DataService {
   public fetchInfo(): InfoItem {
     const info = cloneDeep((window as any).info);
     const utmSource = window.localStorage.getItem('utm_source') as
-      | 'ios'
-      | 'trusted-web-activity';
+      'ios' | 'trusted-web-activity';
 
     info.globalPermissions = filterGlobalPermissions(
       info.globalPermissions,
@@ -949,8 +985,7 @@ export class DataService {
   public updateInfo() {
     this.http.get<InfoItem>('/api/v1/info').subscribe((info) => {
       const utmSource = window.localStorage.getItem('utm_source') as
-        | 'ios'
-        | 'trusted-web-activity';
+        'ios' | 'trusted-web-activity';
 
       info.globalPermissions = filterGlobalPermissions(
         info.globalPermissions,

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts

@@ -41,6 +41,7 @@ import {
   debounceTime,
   distinctUntilChanged,
   filter,
+  map,
   switchMap
 } from 'rxjs/operators';
 
@@ -128,6 +129,9 @@ export class GfSymbolAutocompleteComponent
 
     this.control.valueChanges
       .pipe(
+        map((query) => {
+          return isString(query) ? query.trim() : query;
+        }),
         filter((query) => {
           if (query?.length === 0) {
             this.showDefaultOptions();
@@ -137,13 +141,13 @@ export class GfSymbolAutocompleteComponent
 
           return isString(query);
         }),
+        debounceTime(400),
+        distinctUntilChanged(),
         tap(() => {
           this.isLoading = true;
 
           this.changeDetectorRef.markForCheck();
         }),
-        debounceTime(400),
-        distinctUntilChanged(),
         takeUntilDestroyed(this.destroyRef),
         switchMap((query: string) => {
           return this.dataService.fetchSymbols({

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "3.37.0",
+  "version": "3.39.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "3.37.0",
+      "version": "3.39.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {
@@ -43,8 +43,8 @@
         "@nestjs/serve-static": "5.0.5",
         "@nestjs/throttler": "6.5.0",
         "@openrouter/ai-sdk-provider": "3.0.0",
-        "@prisma/adapter-pg": "7.8.0",
-        "@prisma/client": "7.8.0",
+        "@prisma/adapter-pg": "7.9.1",
+        "@prisma/client": "7.9.1",
         "@simplewebauthn/browser": "13.3.0",
         "@simplewebauthn/server": "13.3.1",
         "ai": "7.0.37",
@@ -127,7 +127,7 @@
         "@nx/storybook": "23.0.2",
         "@nx/web": "23.0.2",
         "@nx/workspace": "23.0.2",
-        "@prisma/config": "7.8.0",
+        "@prisma/config": "7.9.1",
         "@schematics/angular": "21.2.6",
         "@storybook/addon-docs": "10.1.10",
         "@storybook/addon-themes": "10.1.10",
@@ -157,7 +157,7 @@
         "nx": "23.0.2",
         "prettier": "3.9.6",
         "prettier-plugin-organize-attributes": "1.0.0",
-        "prisma": "7.8.0",
+        "prisma": "7.9.1",
         "react": "18.2.0",
         "react-dom": "18.2.0",
         "replace-in-file": "8.4.0",
@@ -3908,33 +3908,33 @@
       }
     },
     "node_modules/@electric-sql/pglite": {
-      "version": "0.4.1",
-      "resolved": "https://registry.npmjs.org/@electric-sql/pglite/-/pglite-0.4.1.tgz",
-      "integrity": "sha512-mZ9NzzUSYPOCnxHH1oAHPRzoMFJHY472raDKwXl/+6oPbpdJ7g8LsCN4FSaIIfkiCKHhb3iF/Zqo3NYxaIhU7Q==",
+      "version": "0.4.3",
+      "resolved": "https://registry.npmjs.org/@electric-sql/pglite/-/pglite-0.4.3.tgz",
+      "integrity": "sha512-ichuWTgtd4mOM1G4SpyGJa5trT03lWbMypDV0fUXUCXg5hiHqVAz/bZyV68NqmkLB7WcYmj1RMJVSp8HV/v/ZQ==",
       "devOptional": true,
       "license": "Apache-2.0"
     },
     "node_modules/@electric-sql/pglite-socket": {
-      "version": "0.1.1",
-      "resolved": "https://registry.npmjs.org/@electric-sql/pglite-socket/-/pglite-socket-0.1.1.tgz",
-      "integrity": "sha512-p2hoXw3Z3LQHwTeikdZNsFBOvXGqKY2hk51BBw+8NKND8eoH+8LFOtW9Z8CQKmTJ2qqGYu82ipqiyFZOTTXNfw==",
+      "version": "0.1.3",
+      "resolved": "https://registry.npmjs.org/@electric-sql/pglite-socket/-/pglite-socket-0.1.3.tgz",
+      "integrity": "sha512-LAciWM0M1dCL8hlsxu2venbVZcdxema0BtDfpWYVqr+Y468UADw0pFWidhKw1M8sfJ8rdLT71tjMmnirf/IZRQ==",
       "devOptional": true,
       "license": "Apache-2.0",
       "bin": {
         "pglite-server": "dist/scripts/server.js"
       },
       "peerDependencies": {
-        "@electric-sql/pglite": "0.4.1"
+        "@electric-sql/pglite": "0.4.3"
       }
     },
     "node_modules/@electric-sql/pglite-tools": {
-      "version": "0.3.1",
-      "resolved": "https://registry.npmjs.org/@electric-sql/pglite-tools/-/pglite-tools-0.3.1.tgz",
-      "integrity": "sha512-C+T3oivmy9bpQvSxVqXA1UDY8cB9Eb9vZHL9zxWwEUfDixbXv4G3r2LjoTdR33LD8aomR3O9ZXEO3XEwr/cUCA==",
+      "version": "0.3.3",
+      "resolved": "https://registry.npmjs.org/@electric-sql/pglite-tools/-/pglite-tools-0.3.3.tgz",
+      "integrity": "sha512-AlzLJTRJ8+UFgK8CmxIpyIpJ0+YaFw02IiOSdYrqxwPXdSyeIShz8aa9Tq+tYFXdPwcaMp/Fc80mQZ1dkOQ/wg==",
       "devOptional": true,
       "license": "Apache-2.0",
       "peerDependencies": {
-        "@electric-sql/pglite": "0.4.1"
+        "@electric-sql/pglite": "0.4.3"
       }
     },
     "node_modules/@emnapi/core": {
@@ -10041,24 +10041,24 @@
       }
     },
     "node_modules/@prisma/adapter-pg": {
-      "version": "7.8.0",
-      "resolved": "https://registry.npmjs.org/@prisma/adapter-pg/-/adapter-pg-7.8.0.tgz",
-      "integrity": "sha512-ygb3UkerK3v8MDpXVgCISdRNDozpxh6+JVJgiIGbSr5KBgz10LLf5ejUskPGoXlsIjxsOu6nuy1JVQr2EKGSlg==",
+      "version": "7.9.1",
+      "resolved": "https://registry.npmjs.org/@prisma/adapter-pg/-/adapter-pg-7.9.1.tgz",
+      "integrity": "sha512-Ho2RK1KanQxLNSC0sR5bpiiVep10sWPLXCcxK+KXfI/Q69TMRbiafSvLPv3V9snimX72rMCqGlyJ4sBO4lKTAw==",
       "license": "Apache-2.0",
       "dependencies": {
-        "@prisma/driver-adapter-utils": "7.8.0",
+        "@prisma/driver-adapter-utils": "7.9.1",
         "@types/pg": "^8.16.0",
         "pg": "^8.16.3",
         "postgres-array": "3.0.4"
       }
     },
     "node_modules/@prisma/client": {
-      "version": "7.8.0",
-      "resolved": "https://registry.npmjs.org/@prisma/client/-/client-7.8.0.tgz",
-      "integrity": "sha512-HFp3Dawv/3sU3JtlPha90IB+48lS7zHiH4LKZPjmcE8YH5P9DOXGPvo8dqOtO7MqLDd1p2hOWMcFlRT1DMblHw==",
+      "version": "7.9.1",
+      "resolved": "https://registry.npmjs.org/@prisma/client/-/client-7.9.1.tgz",
+      "integrity": "sha512-+xgrh2EhJVF79wC0yX5G4PI1Rdcm7Qn/nekNQ+t/O153wtNggruHal+fXHSa0QE+Tp/Cw5wvxeCEhZZ59xGm8Q==",
       "license": "Apache-2.0",
       "dependencies": {
-        "@prisma/client-runtime-utils": "7.8.0"
+        "@prisma/client-runtime-utils": "7.9.1"
       },
       "engines": {
         "node": "^20.19 || ^22.12 || >=24.0"
@@ -10077,15 +10077,15 @@
       }
     },
     "node_modules/@prisma/client-runtime-utils": {
-      "version": "7.8.0",
-      "resolved": "https://registry.npmjs.org/@prisma/client-runtime-utils/-/client-runtime-utils-7.8.0.tgz",
-      "integrity": "sha512-5NQZztQ0oY/ADFkmd9gPuweH5A1/CCY8YQPorLLO0Mu6a87mY5gsnDkzmFmIHs9NFaLnZojzgddFVN4RpKYrdw==",
+      "version": "7.9.1",
+      "resolved": "https://registry.npmjs.org/@prisma/client-runtime-utils/-/client-runtime-utils-7.9.1.tgz",
+      "integrity": "sha512-mVIBGYdO5CFmK0HvjxrtfIyQQcPdb88pSCeVQriVQPVZyDovIWblpHfOgcS8QO187j3QF0ePArH8qPhp0AU2vg==",
       "license": "Apache-2.0"
     },
     "node_modules/@prisma/config": {
-      "version": "7.8.0",
-      "resolved": "https://registry.npmjs.org/@prisma/config/-/config-7.8.0.tgz",
-      "integrity": "sha512-HFESzd9rx2ZQxlK+TL7tu1HPvCqrHiL6LCxYykI2c34mvaUuIVVl3lYuicJD/MNnzgPnyeBEMlK4WTomJCV5jw==",
+      "version": "7.9.1",
+      "resolved": "https://registry.npmjs.org/@prisma/config/-/config-7.9.1.tgz",
+      "integrity": "sha512-4znKhxTmXmuPye9Z6pbIyYb5VZlkZ05qG1L6Dr4g+7oTwc6V50Bs9XirFBDdjWt+H/AabMn9aUnxBcvj8z05aA==",
       "devOptional": true,
       "license": "Apache-2.0",
       "dependencies": {
@@ -10096,97 +10096,95 @@
       }
     },
     "node_modules/@prisma/debug": {
-      "version": "7.8.0",
-      "resolved": "https://registry.npmjs.org/@prisma/debug/-/debug-7.8.0.tgz",
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       "integrity": "sha512-NS3levdsRIUOmiJ8FZWCP7LG3QpJyrs/TE0Zpf1yvZu8cAJJ6QMW92H1c7kWpdIHo8RvmLxN/o2JXTKHp74lUA==",
-      "license": "Unlicense",
-      "optional": true,
-      "peer": true
+      "devOptional": true,
+      "license": "Unlicense"
     },
     "node_modules/rolldown": {
       "version": "1.0.0-rc.4",
@@ -30532,6 +30837,29 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/safe-regex2": {
+      "version": "5.1.1",
+      "resolved": "https://registry.npmjs.org/safe-regex2/-/safe-regex2-5.1.1.tgz",
+      "integrity": "sha512-mOSBvHGDZMuIEZMdOz/aCEYDCv0E7nfcNsIhUF+/P+xC7Hyf3FkvymqgPbg9D1EdSGu+uKbJgy09K/RKKc7kJA==",
+      "devOptional": true,
+      "funding": [
+        {
+          "type": "github",
+          "url": "https://github.com/sponsors/fastify"
+        },
+        {
+          "type": "opencollective",
+          "url": "https://opencollective.com/fastify"
+        }
+      ],
+      "license": "MIT",
+      "dependencies": {
+        "ret": "~0.5.0"
+      },
+      "bin": {
+        "safe-regex2": "bin/safe-regex2.js"
+      }
+    },
     "node_modules/safer-buffer": {
       "version": "2.1.2",
       "resolved": "https://registry.npmjs.org/safer-buffer/-/safer-buffer-2.1.2.tgz",
@@ -34374,9 +34702,9 @@
       "license": "MIT"
     },
     "node_modules/valibot": {
-      "version": "1.2.0",
-      "resolved": "https://registry.npmjs.org/valibot/-/valibot-1.2.0.tgz",
-      "integrity": "sha512-mm1rxUsmOxzrwnX5arGS+U4T25RdvpPjPN4yR0u9pUBov9+zGVtO84tif1eY4r6zWxVxu3KzIyknJy3rxfRZZg==",
+      "version": "1.4.2",
+      "resolved": "https://registry.npmjs.org/valibot/-/valibot-1.4.2.tgz",
+      "integrity": "sha512-gjdCvJ6d3RyHAneqxMYMW9QMCwYMb3jpOO0IyHZV1bnRHFBHrX3VkIILt5XYR0WhwHiH7Mty8ovuPZ/O3gamrg==",
       "devOptional": true,
       "license": "MIT",
       "peerDependencies": {

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "3.37.0",
+  "version": "3.39.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -87,8 +87,8 @@
     "@nestjs/serve-static": "5.0.5",
     "@nestjs/throttler": "6.5.0",
     "@openrouter/ai-sdk-provider": "3.0.0",
-    "@prisma/adapter-pg": "7.8.0",
-    "@prisma/client": "7.8.0",
+    "@prisma/adapter-pg": "7.9.1",
+    "@prisma/client": "7.9.1",
     "@simplewebauthn/browser": "13.3.0",
     "@simplewebauthn/server": "13.3.1",
     "ai": "7.0.37",
@@ -171,7 +171,7 @@
     "@nx/storybook": "23.0.2",
     "@nx/web": "23.0.2",
     "@nx/workspace": "23.0.2",
-    "@prisma/config": "7.8.0",
+    "@prisma/config": "7.9.1",
     "@schematics/angular": "21.2.6",
     "@storybook/addon-docs": "10.1.10",
     "@storybook/addon-themes": "10.1.10",
@@ -201,7 +201,7 @@
     "nx": "23.0.2",
     "prettier": "3.9.6",
     "prettier-plugin-organize-attributes": "1.0.0",
-    "prisma": "7.8.0",
+    "prisma": "7.9.1",
     "react": "18.2.0",
     "react-dom": "18.2.0",
     "replace-in-file": "8.4.0",

prisma/migrations/20260801103609_removed_is_excluded_from_account/migration.sql

@@ -0,0 +1,21 @@
+-- Create the "EXCLUDE_FROM_ANALYSIS" tag if it does not exist yet
+INSERT INTO "Tag" ("id", "name")
+VALUES ('f2e868af-8333-459f-b161-cbc6544c24bd', 'EXCLUDE_FROM_ANALYSIS')
+ON CONFLICT DO NOTHING;
+
+-- Migrate accounts with "isExcluded" to the "EXCLUDE_FROM_ANALYSIS" tag
+INSERT INTO "TagsOnAccounts" ("accountId", "tagId", "updatedAt", "userId")
+SELECT
+  "id",
+  'f2e868af-8333-459f-b161-cbc6544c24bd',
+  CURRENT_TIMESTAMP,
+  "userId"
+FROM "Account"
+WHERE "isExcluded" = true
+ON CONFLICT DO NOTHING;
+
+-- DropIndex
+DROP INDEX "Account_isExcluded_idx";
+
+-- AlterTable
+ALTER TABLE "Account" DROP COLUMN "isExcluded";

prisma/schema.prisma

@@ -33,8 +33,6 @@ model Account {
   createdAt  DateTime         @default(now())
   currency   String?
   id         String           @default(uuid())
-  /// @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
-  isExcluded Boolean          @default(false)
   name       String?
   platform   Platform?        @relation(fields: [platformId], references: [id])
   platformId String?
@@ -46,7 +44,6 @@ model Account {
   @@id([id, userId])
   @@index([currency])
   @@index([id])
-  @@index([isExcluded])
   @@index([name])
   @@index([userId])
 }