Merge pull request #125 from dandevaud/feature/MR-Upstream-2024-10-02

Feature/mr upstream 2024 10 02

CHANGELOG.md

@@ -7,10 +7,37 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added support to customize the rule thresholds in the _X-ray_ section (experimental)
+
 ### Changed
 
+- Improved the language localization for German (`de`)
+
+## 2.111.0 - 2024-09-28
+
+### Added
+
+- Added read `permissions` to the `Platform` model
+- Added read `permissions` to the `Tag` model
+- Added `userId` to the `Tag` database schema
+
+### Changed
+
+- Considered the availability of the date range selector in the assistant per view
+- Considered the availability of the filters in the assistant per view
+- Optimized the portfolio calculations with smarter cloning of activities
+- Integrated the add currency functionality into the market data section of the admin control panel
+- Improved the language localization for German (`de`)
+- Upgraded `prisma` from version `5.19.1` to `5.20.0`
 - Upgraded `webpack-bundle-analyzer` from version `4.10.1` to `4.10.2`
 
+### Fixed
+
+- Fixed the content height of the create or update platform dialog in the admin control
+- Fixed the content height of the create or update tag dialog in the admin control
+
 ## 2.110.0 - 2024-09-24
 
 ### Changed

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

@@ -114,7 +114,7 @@ export class InfoService {
       }),
       this.getStatistics(),
       this.getSubscriptions(),
-      this.tagService.get()
+      this.tagService.getPublic()
     ]);
 
     if (isUserSignupEnabled) {

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

@@ -26,6 +26,7 @@ export class PlatformController {
   public constructor(private readonly platformService: PlatformService) {}
 
   @Get()
+  @HasPermission(permissions.readPlatforms)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getPlatforms() {
     return this.platformService.getPlatformsWithAccountCount();

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator.ts

@@ -180,10 +180,10 @@ export class TWRPortfolioCalculator extends PortfolioCalculator {
     let valueAtStartDateWithCurrencyEffect: Big;
 
     // Clone orders to keep the original values in this.orders
-    let orders: PortfolioOrderItem[] = cloneDeep(this.activities).filter(
-      ({ SymbolProfile }) => {
+    let orders: PortfolioOrderItem[] = cloneDeep(
+      this.activities.filter(({ SymbolProfile }) => {
         return SymbolProfile.symbol === symbol;
-      }
+      })
     );
 
     if (orders.length <= 0) {

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

@@ -26,6 +26,7 @@ export class TagController {
   public constructor(private readonly tagService: TagService) {}
 
   @Get()
+  @HasPermission(permissions.readTags)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getTags() {
     return this.tagService.getTagsWithActivityCount();

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

@@ -56,10 +56,11 @@ export class TagService {
       }
     });
 
-    return tagsWithOrderCount.map(({ _count, id, name }) => {
+    return tagsWithOrderCount.map(({ _count, id, name, userId }) => {
       return {
         id,
         name,
+        userId,
         activityCount: _count.orders,
         holdingCount: _count.symbolProfile
       };

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

@@ -1,4 +1,5 @@
 import { IsCurrencyCode } from '@ghostfolio/api/validators/is-currency-code';
+import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 import type {
   ColorScheme,
   DateRange,

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

@@ -70,7 +70,7 @@ export class UserService {
         },
         where: { userId: id }
       }),
-      this.tagService.getByUser(id)
+      this.tagService.getInUseByUser(id)
     ]);
 
     let systemMessage: SystemMessage;

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -76,11 +76,11 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): Settings {
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive,
-      thresholdMax: 0.5
+      baseCurrency,
+      isActive: xRayRules[this.getKey()].isActive,
+      thresholdMax: xRayRules[this.getKey()]?.thresholdMax ?? 0.5
     };
   }
 }

apps/api/src/models/rules/account-cluster-risk/single-account.ts

@@ -34,9 +34,9 @@ export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): RuleSettings {
+  public getSettings({ xRayRules }: UserSettings): RuleSettings {
     return {
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive
+      isActive: xRayRules[this.getKey()].isActive
     };
   }
 }

apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts

@@ -62,10 +62,10 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): Settings {
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive
+      baseCurrency,
+      isActive: xRayRules[this.getKey()].isActive
     };
   }
 }

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -62,11 +62,11 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): Settings {
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive,
-      thresholdMax: 0.5
+      baseCurrency,
+      isActive: xRayRules[this.getKey()].isActive,
+      thresholdMax: xRayRules[this.getKey()]?.thresholdMax ?? 0.5
     };
   }
 }

apps/api/src/models/rules/emergency-fund/emergency-fund-setup.ts

@@ -19,7 +19,7 @@ export class EmergencyFundSetup extends Rule<Settings> {
   }
 
   public evaluate(ruleSettings: Settings) {
-    if (this.emergencyFund < ruleSettings.thresholdMin) {
+    if (!this.emergencyFund) {
       return {
         evaluation: 'No emergency fund has been set up',
         value: false
@@ -32,16 +32,14 @@ export class EmergencyFundSetup extends Rule<Settings> {
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): Settings {
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive,
-      thresholdMin: 0
+      baseCurrency,
+      isActive: xRayRules[this.getKey()].isActive
     };
   }
 }
 
 interface Settings extends RuleSettings {
   baseCurrency: string;
-  thresholdMin: number;
 }

apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts

@@ -43,11 +43,11 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
     };
   }
 
-  public getSettings(aUserSettings: UserSettings): Settings {
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
-      baseCurrency: aUserSettings.baseCurrency,
-      isActive: aUserSettings.xRayRules[this.getKey()].isActive,
-      thresholdMax: 0.01
+      baseCurrency,
+      isActive: xRayRules[this.getKey()].isActive,
+      thresholdMax: xRayRules[this.getKey()]?.thresholdMax ?? 0.01
     };
   }
 }

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

@@ -6,15 +6,18 @@ import { Injectable } from '@nestjs/common';
 export class TagService {
   public constructor(private readonly prismaService: PrismaService) {}
 
-  public async get() {
+  public async getPublic() {
     return this.prismaService.tag.findMany({
       orderBy: {
         name: 'asc'
+      },
+      where: {
+        userId: null
       }
     });
   }
 
-  public async getByUser(userId: string) {
+  public async getInUseByUser(userId: string) {
     return this.prismaService.tag.findMany({
       orderBy: {
         name: 'asc'

apps/client/src/app/app.component.html

@@ -31,6 +31,8 @@
     class="position-fixed w-100"
     [currentRoute]="currentRoute"
     [deviceType]="deviceType"
+    [hasPermissionToChangeDateRange]="hasPermissionToChangeDateRange"
+    [hasPermissionToChangeFilters]="hasPermissionToChangeFilters"
     [hasTabs]="hasTabs"
     [info]="info"
     [pageTitle]="pageTitle"

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

@@ -47,6 +47,7 @@ export class AppComponent implements OnDestroy, OnInit {
 
   public canCreateAccount: boolean;
   public currentRoute: string;
+  public currentSubRoute: string;
   public currentYear = new Date().getFullYear();
   public deviceType: string;
   public hasImpersonationId: boolean;
@@ -54,6 +55,8 @@ export class AppComponent implements OnDestroy, OnInit {
   public hasPermissionForStatistics: boolean;
   public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
+  public hasPermissionToChangeDateRange: boolean;
+  public hasPermissionToChangeFilters: boolean;
   public hasTabs = false;
   public info: InfoItem;
   public pageTitle: string;
@@ -147,6 +150,35 @@ export class AppComponent implements OnDestroy, OnInit {
         const urlSegmentGroup = urlTree.root.children[PRIMARY_OUTLET];
         const urlSegments = urlSegmentGroup.segments;
         this.currentRoute = urlSegments[0].path;
+        this.currentSubRoute = urlSegments[1]?.path;
+
+        if (
+          (this.currentRoute === 'home' && !this.currentSubRoute) ||
+          (this.currentRoute === 'home' &&
+            this.currentSubRoute === 'holdings') ||
+          (this.currentRoute === 'portfolio' && !this.currentSubRoute) ||
+          (this.currentRoute === 'zen' && !this.currentSubRoute) ||
+          (this.currentRoute === 'zen' && this.currentSubRoute === 'holdings')
+        ) {
+          this.hasPermissionToChangeDateRange = true;
+        } else {
+          this.hasPermissionToChangeDateRange = false;
+        }
+
+        if (
+          (this.currentRoute === 'home' &&
+            this.currentSubRoute === 'holdings') ||
+          (this.currentRoute === 'portfolio' && !this.currentSubRoute) ||
+          (this.currentRoute === 'portfolio' &&
+            this.currentSubRoute === 'activities') ||
+          (this.currentRoute === 'portfolio' &&
+            this.currentSubRoute === 'allocations') ||
+          (this.currentRoute === 'zen' && this.currentSubRoute === 'holdings')
+        ) {
+          this.hasPermissionToChangeFilters = true;
+        } else {
+          this.hasPermissionToChangeFilters = false;
+        }
 
         this.hasTabs =
           (this.currentRoute === this.routerLinkAbout[0].slice(1) ||
@@ -182,6 +214,8 @@ export class AppComponent implements OnDestroy, OnInit {
             this.changeDetectorRef.markForCheck();
           });
         }
+
+        this.changeDetectorRef.markForCheck();
       });
 
     this.userService.stateChanged

apps/client/src/app/components/admin-market-data/admin-market-data.service.ts

@@ -2,7 +2,10 @@ import { ConfirmationDialogType } from '@ghostfolio/client/core/notification/con
 import { NotificationService } from '@ghostfolio/client/core/notification/notification.service';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { ghostfolioScraperApiSymbolPrefix } from '@ghostfolio/common/config';
-import { getCurrencyFromSymbol, isCurrency } from '@ghostfolio/common/helper';
+import {
+  getCurrencyFromSymbol,
+  isDerivedCurrency
+} from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
   AdminMarketDataItem
@@ -74,7 +77,7 @@ export class AdminMarketDataService {
     return (
       activitiesCount === 0 &&
       !isBenchmark &&
-      !isCurrency(getCurrencyFromSymbol(symbol)) &&
+      !isDerivedCurrency(getCurrencyFromSymbol(symbol)) &&
       !symbol.startsWith(ghostfolioScraperApiSymbolPrefix)
     );
   }

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

@@ -89,7 +89,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     [name: string]: { name: string; value: number };
   };
 
-  public HoldingTags: { id: string; name: string }[];
+  public HoldingTags: { id: string; name: string; userId: string }[];
 
   private static readonly HISTORICAL_DATA_TEMPLATE = `date;marketPrice\n${format(
     new Date(),
@@ -123,8 +123,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .fetchTags()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((tags) => {
-        this.HoldingTags = tags.map(({ id, name }) => {
-          return { id, name };
+        this.HoldingTags = tags.map(({ id, name, userId }) => {
+          return { id, name, userId };
         });
         this.dataService.updateInfo();
 

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.component.ts

@@ -1,7 +1,10 @@
 import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
 
 import {
   ChangeDetectionStrategy,
+  ChangeDetectorRef,
   Component,
   OnDestroy,
   OnInit
@@ -15,6 +18,10 @@ import {
   Validators
 } from '@angular/forms';
 import { MatDialogRef } from '@angular/material/dialog';
+import { uniq } from 'lodash';
+import { Subject, takeUntil } from 'rxjs';
+
+import { CreateAssetProfileDialogMode } from './interfaces/interfaces';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -25,17 +32,29 @@ import { MatDialogRef } from '@angular/material/dialog';
 })
 export class CreateAssetProfileDialog implements OnInit, OnDestroy {
   public createAssetProfileForm: FormGroup;
-  public mode: 'auto' | 'manual';
+  public mode: CreateAssetProfileDialogMode;
+
+  private customCurrencies: string[];
+  private unsubscribeSubject = new Subject<void>();
 
   public constructor(
     public readonly adminService: AdminService,
+    private readonly changeDetectorRef: ChangeDetectorRef,
+    private readonly dataService: DataService,
     public readonly dialogRef: MatDialogRef<CreateAssetProfileDialog>,
     public readonly formBuilder: FormBuilder
   ) {}
 
   public ngOnInit() {
+    this.initializeCustomCurrencies();
+
     this.createAssetProfileForm = this.formBuilder.group(
       {
+        addCurrency: new FormControl(null, [
+          Validators.maxLength(3),
+          Validators.minLength(3),
+          Validators.required
+        ]),
         addSymbol: new FormControl(null, [Validators.required]),
         searchSymbol: new FormControl(null, [Validators.required])
       },
@@ -51,34 +70,75 @@ export class CreateAssetProfileDialog implements OnInit, OnDestroy {
     this.dialogRef.close();
   }
 
-  public onRadioChange(mode: 'auto' | 'manual') {
+  public onRadioChange(mode: CreateAssetProfileDialogMode) {
     this.mode = mode;
   }
 
   public onSubmit() {
-    this.mode === 'auto'
-      ? this.dialogRef.close({
+    if (this.mode === 'auto') {
+      this.dialogRef.close({
         dataSource:
           this.createAssetProfileForm.get('searchSymbol').value.dataSource,
         symbol: this.createAssetProfileForm.get('searchSymbol').value.symbol
+      });
+    } else if (this.mode === 'currency') {
+      const currency = this.createAssetProfileForm
+        .get('addCurrency')
+        .value.toUpperCase();
+
+      const currencies = uniq([...this.customCurrencies, currency]);
+
+      this.dataService
+        .putAdminSetting(PROPERTY_CURRENCIES, {
+          value: JSON.stringify(currencies)
         })
-      : this.dialogRef.close({
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          this.dialogRef.close();
+        });
+    } else if (this.mode === 'manual') {
+      this.dialogRef.close({
         dataSource: 'MANUAL',
         symbol: this.createAssetProfileForm.get('addSymbol').value
       });
     }
+  }
 
-  public ngOnDestroy() {}
+  public get showCurrencyErrorMessage() {
+    const addCurrencyFormControl =
+      this.createAssetProfileForm.get('addCurrency');
+
+    if (
+      addCurrencyFormControl.hasError('maxlength') ||
+      addCurrencyFormControl.hasError('minlength')
+    ) {
+      return true;
+    }
+
+    return false;
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
 
   private atLeastOneValid(control: AbstractControl): ValidationErrors {
+    const addCurrencyControl = control.get('addCurrency');
     const addSymbolControl = control.get('addSymbol');
     const searchSymbolControl = control.get('searchSymbol');
 
-    if (addSymbolControl.valid && searchSymbolControl.valid) {
+    if (
+      addCurrencyControl.valid &&
+      addSymbolControl.valid &&
+      searchSymbolControl.valid
+    ) {
       return { atLeastOneValid: true };
     }
 
     if (
+      addCurrencyControl.valid ||
+      !addCurrencyControl ||
       addSymbolControl.valid ||
       !addSymbolControl ||
       searchSymbolControl.valid ||
@@ -89,4 +149,15 @@ export class CreateAssetProfileDialog implements OnInit, OnDestroy {
 
     return { atLeastOneValid: true };
   }
+
+  private initializeCustomCurrencies() {
+    this.adminService
+      .fetchAdminData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ settings }) => {
+        this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
 }

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

@@ -17,6 +17,9 @@
         <mat-radio-button class="ml-3" name="manual" value="manual">
         </mat-radio-button>
         <label class="m-0" for="manual" i18n>Add Manually</label>
+        <mat-radio-button class="ml-3" name="currency" value="currency">
+        </mat-radio-button>
+        <label class="m-0" for="currency" i18n>Add Currency</label>
       </mat-radio-group>
     </div>
 
@@ -37,6 +40,16 @@
           <input formControlName="addSymbol" matInput />
         </mat-form-field>
       </div>
+    } @else if (mode === 'currency') {
+      <div>
+        <mat-form-field appearance="outline" class="w-100">
+          <mat-label i18n>Currency</mat-label>
+          <input formControlName="addCurrency" matInput />
+          @if (showCurrencyErrorMessage) {
+            <mat-error i18n>Oops! Invalid currency.</mat-error>
+          }
+        </mat-form-field>
+      </div>
     }
   </div>
   <div class="d-flex justify-content-end" mat-dialog-actions>

apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/interfaces/interfaces.ts

@@ -2,3 +2,5 @@ export interface CreateAssetProfileDialogParams {
   deviceType: string;
   locale: string;
 }
+
+export type CreateAssetProfileDialogMode = 'auto' | 'currency' | 'manual';

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

@@ -126,7 +126,10 @@ export class AdminOverviewComponent implements OnDestroy, OnInit {
 
     if (currency) {
       if (currency.length === 3) {
-        const currencies = uniq([...this.customCurrencies, currency]);
+        const currencies = uniq([
+          ...this.customCurrencies,
+          currency.toUpperCase()
+        ]);
         this.putAdminSetting({ key: PROPERTY_CURRENCIES, value: currencies });
       } else {
         this.notificationService.alert({

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

@@ -139,7 +139,7 @@ export class AdminPlatformComponent implements OnInit, OnDestroy {
           url: null
         }
       },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      height: this.deviceType === 'mobile' ? '97.5vh' : undefined,
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
@@ -176,7 +176,7 @@ export class AdminPlatformComponent implements OnInit, OnDestroy {
           url
         }
       },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      height: this.deviceType === 'mobile' ? '97.5vh' : undefined,
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 

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

@@ -34,6 +34,20 @@
           </td>
         </ng-container>
 
+        <ng-container matColumnDef="userId">
+          <th
+            *matHeaderCellDef
+            class="px-1"
+            mat-header-cell
+            mat-sort-header="userId"
+          >
+            <ng-container i18n>User</ng-container>
+          </th>
+          <td *matCellDef="let element" class="px-1" mat-cell>
+            <span class="text-monospace">{{ element.userId }}</span>
+          </td>
+        </ng-container>
+
         <ng-container matColumnDef="activities">
           <th
             *matHeaderCellDef

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

@@ -36,7 +36,13 @@ export class AdminTagComponent implements OnInit, OnDestroy {
 
   public dataSource: MatTableDataSource<Tag> = new MatTableDataSource();
   public deviceType: string;
-  public displayedColumns = ['name', 'activities', 'holdings', 'actions'];
+  public displayedColumns = [
+    'name',
+    'userId',
+    'activities',
+    'holdings',
+    'actions'
+  ];
   public tags: Tag[];
 
   private unsubscribeSubject = new Subject<void>();
@@ -138,7 +144,7 @@ export class AdminTagComponent implements OnInit, OnDestroy {
           name: null
         }
       },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      height: this.deviceType === 'mobile' ? '97.5vh' : undefined,
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 
@@ -174,7 +180,7 @@ export class AdminTagComponent implements OnInit, OnDestroy {
           name
         }
       },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      height: this.deviceType === 'mobile' ? '97.5vh' : undefined,
       width: this.deviceType === 'mobile' ? '100vw' : '50rem'
     });
 

apps/client/src/app/components/header/header.component.html

@@ -121,7 +121,7 @@
             matBadge="✓"
             matBadgeSize="small"
             [mat-menu-trigger-for]="assistantMenu"
-            [matBadgeHidden]="!hasFilters"
+            [matBadgeHidden]="!hasFilters || !hasPermissionToChangeFilters"
             [matMenuTriggerRestoreFocus]="false"
             (menuOpened)="onOpenAssistant()"
           >
@@ -140,6 +140,8 @@
               [hasPermissionToAccessAdminControl]="
                 hasPermissionToAccessAdminControl
               "
+              [hasPermissionToChangeDateRange]="hasPermissionToChangeDateRange"
+              [hasPermissionToChangeFilters]="hasPermissionToChangeFilters"
               [user]="user"
               (closed)="closeAssistant()"
               (dateRangeChanged)="onDateRangeChange($event)"

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

@@ -56,6 +56,8 @@ export class HeaderComponent implements OnChanges {
 
   @Input() currentRoute: string;
   @Input() deviceType: string;
+  @Input() hasPermissionToChangeDateRange: boolean;
+  @Input() hasPermissionToChangeFilters: boolean;
   @Input() hasTabs: boolean;
   @Input() info: InfoItem;
   @Input() pageTitle: string;
@@ -203,7 +205,7 @@ export class HeaderComponent implements OnChanges {
   }
 
   public onLogoClick() {
-    if (this.currentRoute === 'home' || this.currentRoute === 'zen') {
+    if (['home', 'zen'].includes(this.currentRoute)) {
       this.layoutService.getShouldReloadSubject().next();
     }
   }

apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.component.ts

@@ -160,10 +160,10 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
       { id: this.data.symbol, type: 'SYMBOL' }
     ];
 
-    this.tagsAvailable = tags.map(({ id, name }) => {
+    this.tagsAvailable = tags.map((tag) => {
       return {
-        id,
-        name: translate(name)
+        ...tag,
+        name: translate(tag.name)
       };
     });
 
@@ -324,10 +324,10 @@ export class GfHoldingDetailDialogComponent implements OnDestroy, OnInit {
           this.sectors = {};
           this.SymbolProfile = SymbolProfile;
 
-          this.tags = tags.map(({ id, name }) => {
+          this.tags = tags.map((tag) => {
             return {
-              id,
-              name: translate(name)
+              ...tag,
+              name: translate(tag.name)
             };
           });
 

apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.component.ts

@@ -2,6 +2,7 @@ import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
 
 import { CommonModule } from '@angular/common';
 import { Component, Inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
   MAT_DIALOG_DATA,
@@ -16,6 +17,7 @@ import { IRuleSettingsDialogParams } from './interfaces/interfaces';
 @Component({
   imports: [
     CommonModule,
+    FormsModule,
     MatButtonModule,
     MatDialogModule,
     MatFormFieldModule,

apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html

@@ -1,23 +1,37 @@
 <div mat-dialog-title>{{ data.rule.name }}</div>
 
 <div class="py-3" mat-dialog-content>
-  <mat-form-field appearance="outline" class="w-100">
+  <mat-form-field
+    appearance="outline"
+    class="w-100"
+    [ngClass]="{ 'd-none': settings.thresholdMin === undefined }"
+  >
     <mat-label i18n>Threshold Min</mat-label>
-    <input matInput name="thresholdMin" type="number" />
+    <input
+      matInput
+      name="thresholdMin"
+      type="number"
+      [(ngModel)]="settings.thresholdMin"
+    />
   </mat-form-field>
-  <mat-form-field appearance="outline" class="w-100">
+  <mat-form-field
+    appearance="outline"
+    class="w-100"
+    [ngClass]="{ 'd-none': settings.thresholdMax === undefined }"
+  >
     <mat-label i18n>Threshold Max</mat-label>
-    <input matInput name="thresholdMax" type="number" />
+    <input
+      matInput
+      name="thresholdMax"
+      type="number"
+      [(ngModel)]="settings.thresholdMax"
+    />
   </mat-form-field>
 </div>
 
 <div align="end" mat-dialog-actions>
   <button i18n mat-button (click)="dialogRef.close()">Close</button>
-  <button
-    color="primary"
-    mat-flat-button
-    (click)="dialogRef.close({ settings })"
-  >
+  <button color="primary" mat-flat-button (click)="dialogRef.close(settings)">
     <ng-container i18n>Save</ng-container>
   </button>
 </div>

apps/client/src/app/components/rule/rule.component.html

@@ -62,7 +62,7 @@
             <ion-icon name="ellipsis-horizontal" />
           </button>
           <mat-menu #rulesMenu="matMenu" xPosition="before">
-            @if (rule?.isActive && !isEmpty(rule.settings) && false) {
+            @if (rule?.isActive && !isEmpty(rule.settings)) {
               <button mat-menu-item (click)="onCustomizeRule(rule)">
                 <ng-container i18n>Customize</ng-container>...
               </button>

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

@@ -55,16 +55,15 @@ export class RuleComponent implements OnInit {
     dialogRef
       .afterClosed()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(
-        ({ settings }: { settings: PortfolioReportRule['settings'] }) => {
+      .subscribe((settings: PortfolioReportRule['settings']) => {
         if (settings) {
-            console.log(settings);
-
-            // TODO
-            // this.ruleUpdated.emit(settings);
+          this.ruleUpdated.emit({
+            xRayRules: {
+              [rule.key]: settings
             }
+          });
         }
-      );
+      });
   }
 
   public onUpdateRule(rule: PortfolioReportRule) {

apps/client/src/app/pages/faq/self-hosting/self-hosting-page.html

@@ -52,8 +52,10 @@
           </p>
           <ol>
             <li>Go to the <i>Admin Control</i> panel</li>
-            <li>Click on the <i>Add Currency</i> button</li>
-            <li>Insert e.g. <code>EUR</code> in the prompt</li>
+            <li>Go to the <i>Market Data</i> section</li>
+            <li>Click on the <i>+</i> button</li>
+            <li>Switch to <i>Add Currency</i></li>
+            <li>Insert e.g. <code>EUR</code> for Euro</li>
           </ol>
         </mat-card-content>
       </mat-card>

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -81,10 +81,10 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     this.currencies = currencies;
     this.defaultDateFormat = getDateFormatString(this.locale);
     this.platforms = platforms;
-    this.tagsAvailable = tags.map(({ id, name }) => {
+    this.tagsAvailable = tags.map((tag) => {
       return {
-        id,
-        name: translate(name)
+        ...tag,
+        name: translate(tag.name)
       };
     });
 

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

@@ -134,8 +134,6 @@ export class FirePageComponent implements OnDestroy, OnInit {
   }
 
   public onRulesUpdated(event: UpdateUserSettingDto) {
-    this.isLoading = true;
-
     this.dataService
       .putUserSetting(event)
       .pipe(takeUntil(this.unsubscribeSubject))

apps/client/src/app/pages/resources/personal-finance-tools/product-page.html

@@ -9,6 +9,11 @@
             >&nbsp;<strong>{{ product2.name }}</strong>
           </h1>
         </div>
+        @if (product2.isArchived) {
+          <div class="info-container my-4 p-2 rounded text-center text-muted">
+            <ng-container i18n>This page has been archived.</ng-container>
+          </div>
+        }
         <section class="mb-4">
           <p i18n>
             Are you looking for an open source alternative to
@@ -128,16 +133,36 @@
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product1.isOpenSource) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} is Open Source Software"
+                      >✅ Yes</span
+                    >
                   } @else {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} is not Open Source Software"
+                      >❌ No</span
+                    >
                   }
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product2.isOpenSource) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} is Open Source Software"
+                      >✅ Yes</span
+                    >
                   } @else {
-                    <ng-container i18n>❌ No </ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} is not Open Source Software"
+                      >❌ No</span
+                    >
                   }
                 </td>
               </tr>
@@ -147,16 +172,36 @@
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product1.hasSelfHostingAbility === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} can be self-hosted"
+                      >✅ Yes</span
+                    >
                   } @else if (product1.hasSelfHostingAbility === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} cannot be self-hosted"
+                      >❌ No</span
+                    >
                   }
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product2.hasSelfHostingAbility === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} can be self-hosted"
+                      >✅ Yes</span
+                    >
                   } @else if (product2.hasSelfHostingAbility === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} cannot be self-hosted"
+                      >❌ No</span
+                    >
                   }
                 </td>
               </tr>
@@ -166,16 +211,36 @@
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product1.useAnonymously === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} can be used anonymously"
+                      >✅ Yes</span
+                    >
                   } @else if (product1.useAnonymously === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} cannot be used anonymously"
+                      >❌ No</span
+                    >
                   }
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product2.useAnonymously === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} can be used anonymously"
+                      >✅ Yes</span
+                    >
                   } @else if (product2.useAnonymously === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} cannot be used anonymously"
+                      >❌ No</span
+                    >
                   }
                 </td>
               </tr>
@@ -185,16 +250,36 @@
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product1.hasFreePlan === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} offers a free plan"
+                      >✅ Yes</span
+                    >
                   } @else if (product1.hasFreePlan === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product1.name }} does not offer a free plan"
+                      >❌ No</span
+                    >
                   }
                 </td>
                 <td class="mat-mdc-cell px-1 py-2">
                   @if (product2.hasFreePlan === true) {
-                    <ng-container i18n>✅ Yes</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} offers a free plan"
+                      >✅ Yes</span
+                    >
                   } @else if (product2.hasFreePlan === false) {
-                    <ng-container i18n>❌ No</ng-container>
+                    <span
+                      i18n
+                      i18n-title
+                      title="{{ product2.name }} does not offer a free plan"
+                      >❌ No</span
+                    >
                   }
                 </td>
               </tr>

apps/client/src/app/pages/resources/personal-finance-tools/product-page.scss

@@ -11,7 +11,8 @@
     }
   }
 
-  .call-to-action {
+  .call-to-action,
+  .info-container {
     background-color: rgba(var(--palette-foreground-text), 0.02);
   }
 }
@@ -19,7 +20,8 @@
 :host-context(.theme-dark) {
   color: rgb(var(--light-primary-text));
 
-  .call-to-action {
+  .call-to-action,
+  .info-container {
     background-color: rgba(var(--palette-foreground-text-dark), 0.02);
   }
 }

libs/common/src/lib/interfaces/product.ts

@@ -3,6 +3,7 @@ export interface Product {
   founded?: number;
   hasFreePlan?: boolean;
   hasSelfHostingAbility?: boolean;
+  isArchived?: boolean;
   isOpenSource?: boolean;
   key: string;
   languages?: string[];

libs/common/src/lib/permissions.ts

@@ -31,6 +31,8 @@ export const permissions = {
   enableSubscriptionInterstitial: 'enableSubscriptionInterstitial',
   enableSystemMessage: 'enableSystemMessage',
   impersonateAllUsers: 'impersonateAllUsers',
+  readPlatforms: 'readPlatforms',
+  readTags: 'readTags',
   reportDataGlitch: 'reportDataGlitch',
   toggleReadOnlyMode: 'toggleReadOnlyMode',
   updateAccount: 'updateAccount',
@@ -64,6 +66,8 @@ export function getPermissions(aRole: Role): string[] {
         permissions.deletePlatform,
         permissions.deleteTag,
         permissions.deleteUser,
+        permissions.readPlatforms,
+        permissions.readTags,
         permissions.updateAccount,
         permissions.updateAuthDevice,
         permissions.updateOrder,

libs/common/src/lib/personal-finance-tools.ts

@@ -369,6 +369,7 @@ export const personalFinanceTools: Product[] = [
   {
     founded: 2021,
     hasSelfHostingAbility: false,
+    isArchived: true,
     key: 'maybe-finance',
     languages: ['English'],
     name: 'Maybe Finance',
@@ -678,10 +679,13 @@ export const personalFinanceTools: Product[] = [
     slogan: 'Make Smarter Investments'
   },
   {
+    founded: 2024,
     hasSelfHostingAbility: true,
+    isArchived: true,
     key: 'wealthfolio',
     languages: ['English'],
     name: 'Wealthfolio',
+    origin: 'Canada',
     slogan: 'Desktop Investment Tracker'
   },
   {

libs/common/src/lib/types/x-ray-rules-settings.type.ts

@@ -1,3 +1,5 @@
+import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
+
 export type XRayRulesSettings = {
   AccountClusterRiskCurrentInvestment?: RuleSettings;
   AccountClusterRiskSingleAccount?: RuleSettings;
@@ -7,6 +9,6 @@ export type XRayRulesSettings = {
   FeeRatioInitialInvestment?: RuleSettings;
 };
 
-interface RuleSettings {
+interface RuleSettings extends Pick<PortfolioReportRule, 'settings'> {
   isActive: boolean;
 }

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

@@ -110,6 +110,8 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
 
   @Input() deviceType: string;
   @Input() hasPermissionToAccessAdminControl: boolean;
+  @Input() hasPermissionToChangeDateRange: boolean;
+  @Input() hasPermissionToChangeFilters: boolean;
   @Input() user: User;
 
   @Output() closed = new EventEmitter<void>();
@@ -254,8 +256,20 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       { label: $localize`Max`, value: 'max' }
     ]);
 
+    this.dateRangeFormControl.disable({ emitEvent: false });
+
+    if (this.hasPermissionToChangeDateRange) {
+      this.dateRangeFormControl.enable({ emitEvent: false });
+    }
+
     this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null);
 
+    this.filterForm.disable({ emitEvent: false });
+
+    if (this.hasPermissionToChangeFilters) {
+      this.filterForm.enable({ emitEvent: false });
+    }
+
     this.filterForm.setValue(
       {
         account: this.user?.settings?.['filters.accounts'] ?? null,

libs/ui/src/lib/assistant/assistant.html

@@ -150,7 +150,9 @@
           <button
             i18n
             mat-button
-            [disabled]="!hasFilter(filterForm.value)"
+            [disabled]="
+              !hasFilter(filterForm.value) || !hasPermissionToChangeFilters
+            "
             (click)="onResetFilters()"
           >
             Reset Filters
@@ -160,7 +162,7 @@
             color="primary"
             i18n
             mat-flat-button
-            [disabled]="!filterForm.dirty"
+            [disabled]="!filterForm.dirty || !hasPermissionToChangeFilters"
             (click)="onApplyFilters()"
           >
             Apply Filters

package-lock.json

@@ -40,7 +40,7 @@
         "@nestjs/platform-express": "10.1.3",
         "@nestjs/schedule": "3.0.2",
         "@nestjs/serve-static": "4.0.0",
-        "@prisma/client": "5.19.1",
+        "@prisma/client": "5.20.0",
         "@simplewebauthn/browser": "9.0.1",
         "@simplewebauthn/server": "9.0.3",
         "@stripe/stripe-js": "3.5.0",
@@ -85,7 +85,7 @@
         "passport": "0.7.0",
         "passport-google-oauth20": "2.0.0",
         "passport-jwt": "4.0.1",
-        "prisma": "5.19.1",
+        "prisma": "5.20.0",
         "reflect-metadata": "0.1.13",
         "rxjs": "7.5.6",
         "stripe": "15.11.0",
@@ -9770,9 +9770,9 @@
       "dev": true
     },
     "node_modules/@prisma/client": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/@prisma/client/-/client-5.19.1.tgz",
-      "integrity": "sha512-x30GFguInsgt+4z5I4WbkZP2CGpotJMUXy+Gl/aaUjHn2o1DnLYNTA+q9XdYmAQZM8fIIkvUiA2NpgosM3fneg==",
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/@prisma/client/-/client-5.20.0.tgz",
+      "integrity": "sha512-CLv55ZuMuUawMsxoqxGtLT3bEZoa2W8L3Qnp6rDIFWy+ZBrUcOFKdoeGPSnbBqxc3SkdxJrF+D1veN/WNynZYA==",
       "hasInstallScript": true,
       "engines": {
         "node": ">=16.13"
@@ -9787,43 +9787,47 @@
       }
     },
     "node_modules/@prisma/debug": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/@prisma/debug/-/debug-5.19.1.tgz",
-      "integrity": "sha512-lAG6A6QnG2AskAukIEucYJZxxcSqKsMK74ZFVfCTOM/7UiyJQi48v6TQ47d6qKG3LbMslqOvnTX25dj/qvclGg=="
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/@prisma/debug/-/debug-5.20.0.tgz",
+      "integrity": "sha512-oCx79MJ4HSujokA8S1g0xgZUGybD4SyIOydoHMngFYiwEwYDQ5tBQkK5XoEHuwOYDKUOKRn/J0MEymckc4IgsQ==",
+      "license": "Apache-2.0"
     },
     "node_modules/@prisma/engines": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/@prisma/engines/-/engines-5.19.1.tgz",
-      "integrity": "sha512-kR/PoxZDrfUmbbXqqb8SlBBgCjvGaJYMCOe189PEYzq9rKqitQ2fvT/VJ8PDSe8tTNxhc2KzsCfCAL+Iwm/7Cg==",
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/@prisma/engines/-/engines-5.20.0.tgz",
+      "integrity": "sha512-DtqkP+hcZvPEbj8t8dK5df2b7d3B8GNauKqaddRRqQBBlgkbdhJkxhoJTrOowlS3vaRt2iMCkU0+CSNn0KhqAQ==",
       "hasInstallScript": true,
       "dependencies": {
-        "@prisma/debug": "5.19.1",
-        "@prisma/engines-version": "5.19.1-2.69d742ee20b815d88e17e54db4a2a7a3b30324e3",
-        "@prisma/fetch-engine": "5.19.1",
-        "@prisma/get-platform": "5.19.1"
+        "@prisma/debug": "5.20.0",
+        "@prisma/engines-version": "5.20.0-12.06fc58a368dc7be9fbbbe894adf8d445d208c284",
+        "@prisma/fetch-engine": "5.20.0",
+        "@prisma/get-platform": "5.20.0"
       }
     },
     "node_modules/@prisma/engines-version": {
-      "version": "5.19.1-2.69d742ee20b815d88e17e54db4a2a7a3b30324e3",
-      "resolved": "https://registry.npmjs.org/@prisma/engines-version/-/engines-version-5.19.1-2.69d742ee20b815d88e17e54db4a2a7a3b30324e3.tgz",
-      "integrity": "sha512-xR6rt+z5LnNqTP5BBc+8+ySgf4WNMimOKXRn6xfNRDSpHvbOEmd7+qAOmzCrddEc4Cp8nFC0txU14dstjH7FXA=="
+      "version": "5.20.0-12.06fc58a368dc7be9fbbbe894adf8d445d208c284",
+      "resolved": "https://registry.npmjs.org/@prisma/engines-version/-/engines-version-5.20.0-12.06fc58a368dc7be9fbbbe894adf8d445d208c284.tgz",
+      "integrity": "sha512-Lg8AS5lpi0auZe2Mn4gjuCg081UZf88k3cn0RCwHgR+6cyHHpttPZBElJTHf83ZGsRNAmVCZCfUGA57WB4u4JA==",
+      "license": "Apache-2.0"
     },
     "node_modules/@prisma/fetch-engine": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/@prisma/fetch-engine/-/fetch-engine-5.19.1.tgz",
-      "integrity": "sha512-pCq74rtlOVJfn4pLmdJj+eI4P7w2dugOnnTXpRilP/6n5b2aZiA4ulJlE0ddCbTPkfHmOL9BfaRgA8o+1rfdHw==",
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/@prisma/fetch-engine/-/fetch-engine-5.20.0.tgz",
+      "integrity": "sha512-JVcaPXC940wOGpCOwuqQRTz6I9SaBK0c1BAyC1pcz9xBi+dzFgUu3G/p9GV1FhFs9OKpfSpIhQfUJE9y00zhqw==",
+      "license": "Apache-2.0",
       "dependencies": {
-        "@prisma/debug": "5.19.1",
-        "@prisma/engines-version": "5.19.1-2.69d742ee20b815d88e17e54db4a2a7a3b30324e3",
-        "@prisma/get-platform": "5.19.1"
+        "@prisma/debug": "5.20.0",
+        "@prisma/engines-version": "5.20.0-12.06fc58a368dc7be9fbbbe894adf8d445d208c284",
+        "@prisma/get-platform": "5.20.0"
       }
     },
     "node_modules/@prisma/get-platform": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/@prisma/get-platform/-/get-platform-5.19.1.tgz",
-      "integrity": "sha512-sCeoJ+7yt0UjnR+AXZL7vXlg5eNxaFOwC23h0KvW1YIXUoa7+W2ZcAUhoEQBmJTW4GrFqCuZ8YSP0mkDa4k3Zg==",
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/@prisma/get-platform/-/get-platform-5.20.0.tgz",
+      "integrity": "sha512-8/+CehTZZNzJlvuryRgc77hZCWrUDYd/PmlZ7p2yNXtmf2Una4BWnTbak3us6WVdqoz5wmptk6IhsXdG2v5fmA==",
+      "license": "Apache-2.0",
       "dependencies": {
-        "@prisma/debug": "5.19.1"
+        "@prisma/debug": "5.20.0"
       }
     },
     "node_modules/@redis/bloom": {
@@ -29429,12 +29433,12 @@
       }
     },
     "node_modules/prisma": {
-      "version": "5.19.1",
-      "resolved": "https://registry.npmjs.org/prisma/-/prisma-5.19.1.tgz",
-      "integrity": "sha512-c5K9MiDaa+VAAyh1OiYk76PXOme9s3E992D7kvvIOhCrNsBQfy2mP2QAQtX0WNj140IgG++12kwZpYB9iIydNQ==",
+      "version": "5.20.0",
+      "resolved": "https://registry.npmjs.org/prisma/-/prisma-5.20.0.tgz",
+      "integrity": "sha512-6obb3ucKgAnsGS9x9gLOe8qa51XxvJ3vLQtmyf52CTey1Qcez3A6W6ROH5HIz5Q5bW+0VpmZb8WBohieMFGpig==",
       "hasInstallScript": true,
       "dependencies": {
-        "@prisma/engines": "5.19.1"
+        "@prisma/engines": "5.20.0"
       },
       "bin": {
         "prisma": "build/index.js"

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.110.0",
+  "version": "2.111.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",
@@ -37,6 +37,7 @@
     "ng": "nx",
     "nx": "nx",
     "postinstall": "prisma generate",
+    "prisma": "prisma",
     "replace-placeholders-in-build": "node ./replace.build.js",
     "start": "node dist/apps/api/main",
     "start:client": "nx run client:copy-assets && nx run client:serve --configuration=development-en --hmr -o",
@@ -46,7 +47,7 @@
     "test": "npm run test:api && npm run test:common",
     "test:api": "npx dotenv-cli -e .env.example -- nx test api",
     "test:common": "npx dotenv-cli -e .env.example -- nx test common",
-    "test:single": "nx run api:test --test-file portfolio-calculator-novn-buy-and-sell.spec.ts",
+    "test:single": "nx run api:test --test-file object.helper.spec.ts",
     "ts-node": "ts-node",
     "update": "nx migrate latest",
     "watch:server": "nx run api:copy-assets && nx run api:build --watch",
@@ -85,7 +86,7 @@
     "@nestjs/platform-express": "10.1.3",
     "@nestjs/schedule": "3.0.2",
     "@nestjs/serve-static": "4.0.0",
-    "@prisma/client": "5.19.1",
+    "@prisma/client": "5.20.0",
     "@simplewebauthn/browser": "9.0.1",
     "@simplewebauthn/server": "9.0.3",
     "@stripe/stripe-js": "3.5.0",
@@ -130,7 +131,7 @@
     "passport": "0.7.0",
     "passport-google-oauth20": "2.0.0",
     "passport-jwt": "4.0.1",
-    "prisma": "5.19.1",
+    "prisma": "5.20.0",
     "reflect-metadata": "0.1.13",
     "rxjs": "7.5.6",
     "stripe": "15.11.0",

prisma/migrations/20240928171744_added_user_to_tag/migration.sql

@@ -0,0 +1,11 @@
+-- DropIndex
+DROP INDEX "Tag_name_key";
+
+-- AlterTable
+ALTER TABLE "Tag" ADD COLUMN "userId" TEXT;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Tag_name_userId_key" ON "Tag"("name", "userId");
+
+-- AddForeignKey
+ALTER TABLE "Tag" ADD CONSTRAINT "Tag_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

prisma/schema.prisma

@@ -214,10 +214,13 @@ model Subscription {
 
 model Tag {
   id     String  @id @default(uuid())
-  name   String  @unique
+  name   String
   orders Order[]
+  userId String?
+  User   User?   @relation(fields: [userId], onDelete: Cascade, references: [id])
   symbolProfile SymbolProfile[]
 
+  @@unique([name, userId])
   @@index([name])
 }
 
@@ -238,6 +241,7 @@ model User {
   Order         Order[]
   Settings      Settings?
   Subscription  Subscription[]
+  Tag Tag[]
 
   @@index([accessToken])
   @@index([createdAt])