Initial setup

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

@@ -1178,6 +1178,7 @@ export class PortfolioService {
       })
     );
 
+    // TODO: Refactor to getInterval()?
     const startDate = this.getStartDate(dateRange, portfolioStart);
     const {
       currentValueInBaseCurrency,
@@ -1192,7 +1193,7 @@ export class PortfolioService {
       netPerformancePercentageWithCurrencyEffect,
       netPerformanceWithCurrencyEffect,
       totalInvestment
-    } = await portfolioCalculator.getCurrentPositions(startDate);
+    } = await portfolioCalculator.getCurrentPositions(startDate); // TODO: Provide endDate
 
     let currentNetPerformance = netPerformance;
 
@@ -1452,6 +1453,8 @@ export class PortfolioService {
       dateRange,
       portfolioCalculator.getStartDate()
     );
+
+    // TODO
     const endDate = new Date();
     const daysInMarket = differenceInDays(endDate, startDate) + 1;
     const step = withDataDecimation
@@ -1618,22 +1621,24 @@ export class PortfolioService {
   }
 
   private getStartDate(aDateRange: DateRange, portfolioStart: Date) {
+    let startDate = portfolioStart;
+
     switch (aDateRange) {
       case '1d':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subDays(new Date().setHours(0, 0, 0, 0), 1)
         ]);
         break;
       case 'mtd':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subDays(startOfMonth(new Date().setHours(0, 0, 0, 0)), 1)
         ]);
         break;
       case 'wtd':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subDays(
             startOfWeek(new Date().setHours(0, 0, 0, 0), { weekStartsOn: 1 }),
             1
@@ -1641,26 +1646,26 @@ export class PortfolioService {
         ]);
         break;
       case 'ytd':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subDays(startOfYear(new Date().setHours(0, 0, 0, 0)), 1)
         ]);
         break;
       case '1y':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subYears(new Date().setHours(0, 0, 0, 0), 1)
         ]);
         break;
       case '5y':
-        portfolioStart = max([
-          portfolioStart,
+        startDate = max([
+          startDate,
           subYears(new Date().setHours(0, 0, 0, 0), 5)
         ]);
         break;
     }
 
-    return portfolioStart;
+    return startDate;
   }
 
   private getStreaks({

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

@@ -14,6 +14,7 @@ import {
   IsOptional,
   IsString
 } from 'class-validator';
+import { eachYearOfInterval, format } from 'date-fns';
 
 export class UpdateUserSettingDto {
   @IsNumber()
@@ -32,7 +33,20 @@ export class UpdateUserSettingDto {
   @IsOptional()
   colorScheme?: ColorScheme;
 
-  @IsIn(<DateRange[]>['1d', '1y', '5y', 'max', 'mtd', 'wtd', 'ytd'])
+  @IsIn(<DateRange[]>[
+    '1d',
+    '1y',
+    '5y',
+    'max',
+    'mtd',
+    'wtd',
+    'ytd',
+    ...eachYearOfInterval({ end: new Date(1900), start: new Date() }).map(
+      (date) => {
+        return format(date, 'yyyy');
+      }
+    )
+  ])
   @IsOptional()
   dateRange?: DateRange;
 

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

@@ -51,13 +51,22 @@ export class UserService {
     { Account, id, permissions, Settings, subscription }: UserWithSettings,
     aLocale = locale
   ): Promise<IUser> {
-    const access = await this.prismaService.access.findMany({
-      include: {
-        User: true
-      },
-      orderBy: { alias: 'asc' },
-      where: { GranteeUser: { id } }
-    });
+    let [access, firstActivity, tags] = await Promise.all([
+      this.prismaService.access.findMany({
+        include: {
+          User: true
+        },
+        orderBy: { alias: 'asc' },
+        where: { GranteeUser: { id } }
+      }),
+      this.prismaService.order.findFirst({
+        orderBy: {
+          date: 'asc'
+        },
+        where: { userId: id }
+      }),
+      this.tagService.getByUser(id)
+    ]);
 
     let systemMessage: SystemMessage;
 
@@ -69,8 +78,6 @@ export class UserService {
       systemMessage = systemMessageProperty;
     }
 
-    let tags = await this.tagService.getByUser(id);
-
     if (
       this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
       subscription.type === 'Basic'
@@ -91,6 +98,7 @@ export class UserService {
         };
       }),
       accounts: Account,
+      dateOfFirstActivity: firstActivity?.date ?? new Date(),
       settings: {
         ...(<UserSettings>Settings.settings),
         locale: (<UserSettings>Settings.settings)?.locale ?? aLocale

apps/client/src/app/services/user/user.service.ts

@@ -82,6 +82,10 @@ export class UserService extends ObservableStore<UserStoreState> {
   private fetchUser(): Observable<User> {
     return this.http.get<any>('/api/v1/user').pipe(
       map((user) => {
+        if (user.dateOfFirstActivity) {
+          user.dateOfFirstActivity = parseISO(user.dateOfFirstActivity);
+        }
+
         if (user.settings?.retirementDate) {
           user.settings.retirementDate = parseISO(user.settings.retirementDate);
         }

libs/common/src/lib/interfaces/user.interface.ts

@@ -13,6 +13,7 @@ export interface User {
     id: string;
   }[];
   accounts: Account[];
+  dateOfFirstActivity: Date;
   id: string;
   permissions: string[];
   settings: UserSettings;

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

@@ -1 +1,9 @@
-export type DateRange = '1d' | '1y' | '5y' | 'max' | 'mtd' | 'wtd' | 'ytd';
+export type DateRange =
+  | '1d'
+  | '1y'
+  | '5y'
+  | 'max'
+  | 'mtd'
+  | 'wtd'
+  | 'ytd'
+  | string; // '2024', '2023', '2022', etc.

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

@@ -24,6 +24,7 @@ import {
 import { FormBuilder, FormControl } from '@angular/forms';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { Account, AssetClass } from '@prisma/client';
+import { eachYearOfInterval, format } from 'date-fns';
 import { EMPTY, Observable, Subject, lastValueFrom } from 'rxjs';
 import {
   catchError,
@@ -35,7 +36,11 @@ import {
 } from 'rxjs/operators';
 
 import { AssistantListItemComponent } from './assistant-list-item/assistant-list-item.component';
-import { ISearchResultItem, ISearchResults } from './interfaces/interfaces';
+import {
+  IDateRangeOption,
+  ISearchResultItem,
+  ISearchResults
+} from './interfaces/interfaces';
 
 @Component({
   changeDetection: ChangeDetectionStrategy.OnPush,
@@ -95,27 +100,7 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
   public accounts: Account[] = [];
   public assetClasses: Filter[] = [];
   public dateRangeFormControl = new FormControl<string>(undefined);
-  public readonly dateRangeOptions = [
-    { label: $localize`Today`, value: '1d' },
-    {
-      label: $localize`Week to date` + ' (' + $localize`WTD` + ')',
-      value: 'wtd'
-    },
-    {
-      label: $localize`Month to date` + ' (' + $localize`MTD` + ')',
-      value: 'mtd'
-    },
-    {
-      label: $localize`Year to date` + ' (' + $localize`YTD` + ')',
-      value: 'ytd'
-    },
-    { label: '1 ' + $localize`year` + ' (' + $localize`1Y` + ')', value: '1y' },
-    {
-      label: '5 ' + $localize`years` + ' (' + $localize`5Y` + ')',
-      value: '5y'
-    },
-    { label: $localize`Max`, value: 'max' }
-  ];
+  public dateRangeOptions: IDateRangeOption[] = [];
   public filterForm = this.formBuilder.group({
     account: new FormControl<string>(undefined),
     assetClass: new FormControl<string>(undefined),
@@ -199,6 +184,44 @@ export class AssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public ngOnChanges() {
+    this.dateRangeOptions = [
+      { label: $localize`Today`, value: '1d' },
+      {
+        label: $localize`Week to date` + ' (' + $localize`WTD` + ')',
+        value: 'wtd'
+      },
+      {
+        label: $localize`Month to date` + ' (' + $localize`MTD` + ')',
+        value: 'mtd'
+      },
+      {
+        label: $localize`Year to date` + ' (' + $localize`YTD` + ')',
+        value: 'ytd'
+      },
+      {
+        label: '1 ' + $localize`year` + ' (' + $localize`1Y` + ')',
+        value: '1y'
+      },
+      {
+        label: '5 ' + $localize`years` + ' (' + $localize`5Y` + ')',
+        value: '5y'
+      },
+      { label: $localize`Max`, value: 'max' }
+    ];
+
+    if (this.user?.settings?.isExperimentalFeatures) {
+      this.dateRangeOptions = this.dateRangeOptions.concat(
+        eachYearOfInterval({
+          end: new Date(),
+          start: this.user?.dateOfFirstActivity ?? new Date()
+        })
+          .map((date) => {
+            return { label: format(date, 'yyyy'), value: format(date, 'yyyy') };
+          })
+          .slice(0, -1)
+      );
+    }
+
     this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null);
 
     this.filterForm.setValue(

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

@@ -1,4 +1,10 @@
 import { UniqueAsset } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
+
+export interface IDateRangeOption {
+  label: string;
+  value: DateRange;
+}
 
 export interface ISearchResultItem extends UniqueAsset {
   assetSubClassString: string;