Task/migrate isDraft of activity to draft tag (#7551)

* Migrate isDraft of activity to draft tag

* Update changelog

CHANGELOG.md

@@ -7,12 +7,20 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added the _Draft_ tag, assigned automatically to activities dated in the future
+
 ### Changed
 
+- Deprecated the `isDraft` attribute of the activity in favor of the _Draft_ tag
+- Changed the activities count of an account to include draft activities
+- Extended the _Draft_ tag to activities with a custom asset profile of type `BUY`
 - Improved the language localization for German (`de`)
 
 ### Fixed
 
+- Fixed the dividend and interest of an account by excluding draft activities
 - Resolved an issue with unknown country names in the country weightings of the _Financial Modeling Prep_ service
 - Resolved an issue with unknown country names in the data enhancer for asset profile data via _Trackinsight_
 

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

@@ -89,7 +89,10 @@ export class AccountService {
     orderBy?: Prisma.AccountOrderByWithRelationInput;
   }): Promise<
     (AccountWithBalance & {
-      activities?: (Order & { SymbolProfile?: SymbolProfile })[];
+      activities?: (Order & {
+        SymbolProfile?: SymbolProfile;
+        tags?: Pick<Tag, 'id'>[];
+      })[];
       balances?: AccountBalance[];
       platform?: Platform;
       tags?: Tag[];
@@ -172,7 +175,7 @@ export class AccountService {
     tagIds?: string[];
     userId: string;
   }): Promise<Account> {
-    await this.tagService.validateTagIds({ tagIds, userId });
+    await this.tagService.validateTagIdsWithoutDraftTag({ tagIds, userId });
 
     const account = await this.prismaService.account.create({
       data: {
@@ -237,15 +240,10 @@ export class AccountService {
     });
 
     return accounts.map((account) => {
-      let activitiesCount = 0;
-
-      for (const { isDraft } of account.activities) {
-        if (!isDraft) {
-          activitiesCount += 1;
-        }
-      }
-
-      const result = { ...account, activitiesCount };
+      const result = {
+        ...account,
+        activitiesCount: account.activities.length
+      };
 
       delete result.activities;
 
@@ -317,7 +315,7 @@ export class AccountService {
     userId: string;
     where: Prisma.AccountWhereUniqueInput;
   }): Promise<Account> {
-    await this.tagService.validateTagIds({ tagIds, userId });
+    await this.tagService.validateTagIdsWithoutDraftTag({ tagIds, userId });
 
     const account = await this.prismaService.account.update({
       data: {

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

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

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

@@ -7,6 +7,12 @@ import {
   isAccountBalanceInFuture,
   WHERE_ACCOUNT_NOT_EXCLUDED
 } from '@ghostfolio/api/helper/account.helper';
+import {
+  getTagsWithDraftTag,
+  isActivityInFuture,
+  isDraftTagToBeAssigned,
+  WHERE_ACTIVITY_NOT_DRAFT
+} from '@ghostfolio/api/helper/activity.helper';
 import { LogPerformance } from '@ghostfolio/api/interceptors/performance-logging/performance-logging.interceptor';
 import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
@@ -21,11 +27,13 @@ import {
   GATHER_ASSET_PROFILE_PROCESS_JOB_NAME,
   GATHER_ASSET_PROFILE_PROCESS_JOB_OPTIONS,
   NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import {
   canDeleteAssetProfile,
   getAssetProfileIdentifier,
+  isDraftActivity,
   isValidCustomAssetProfileSymbol
 } from '@ghostfolio/common/helper';
 import {
@@ -49,7 +57,7 @@ import {
   Type as ActivityType
 } from '@prisma/client';
 import { Big } from 'big.js';
-import { endOfToday, isAfter } from 'date-fns';
+import { endOfToday } from 'date-fns';
 import { groupBy, uniqBy } from 'lodash';
 import { randomUUID } from 'node:crypto';
 
@@ -112,7 +120,7 @@ export class ActivitiesService {
     tags,
     userId
   }: { tags: Tag[]; userId: string } & AssetProfileIdentifier) {
-    await this.tagService.validateTagIds({
+    await this.tagService.validateTagIdsWithoutDraftTag({
       userId,
       tagIds: tags.map(({ id }) => {
         return id;
@@ -120,6 +128,7 @@ export class ActivitiesService {
     });
 
     const activities = await this.prismaService.order.findMany({
+      include: { tags: { select: { id: true } } },
       where: {
         userId,
         SymbolProfile: {
@@ -129,20 +138,31 @@ export class ActivitiesService {
       }
     });
 
+    const tagsToAssign = tags.map(({ id }) => {
+      return { id };
+    });
+
     await Promise.all(
-      activities.map(({ id }) =>
-        this.prismaService.order.update({
+      activities.map((activity) => {
+        // The set operation replaces all existing connections with the provided
+        // ones, hence the "Draft" tag of an individual activity is carried over
+        const isDraft = isDraftActivity(activity);
+
+        const tagsToSet = isDraft
+          ? [...tagsToAssign, { id: TAG_ID_DRAFT }]
+          : tagsToAssign;
+
+        return this.prismaService.order.update({
           data: {
+            // @deprecated Mirrors the "Draft" tag until the attribute is removed
+            isDraft,
             tags: {
-              // The set operation replaces all existing connections with the provided ones
-              set: tags.map((tag) => {
-                return { id: tag.id };
-              })
+              set: tagsToSet
             }
           },
-          where: { id }
-        })
-      )
+          where: { id: activity.id }
+        });
+      })
     );
 
     this.eventEmitter.emit(
@@ -261,17 +281,21 @@ export class ActivitiesService {
 
     const orderData: Prisma.OrderCreateInput = data;
 
-    const isDraft = NON_INVESTMENT_ACTIVITY_TYPES.includes(data.type)
-      ? false
-      : isAfter(data.date as Date, endOfToday());
+    const tagsToConnect = getTagsWithDraftTag({
+      tags,
+      date: data.date as Date,
+      draftTag: { id: TAG_ID_DRAFT },
+      type: data.type
+    });
 
     const activity = await this.prismaService.order.create({
       data: {
         ...orderData,
         account,
-        isDraft,
+        // @deprecated Mirrors the "Draft" tag until the attribute is removed
+        isDraft: isDraftActivity({ tags: tagsToConnect }),
         tags: {
-          connect: tags
+          connect: tagsToConnect
         }
       },
       include: { SymbolProfile: true }
@@ -637,8 +661,12 @@ export class ActivitiesService {
       };
     }
 
-    if (includeDrafts === false) {
-      where.isDraft = false;
+    const isFilteredByDraftTag = filtersByTag.some(({ id }) => {
+      return id === TAG_ID_DRAFT;
+    });
+
+    if (includeDrafts === false && !isFilteredByDraftTag) {
+      andConditions.push(WHERE_ACTIVITY_NOT_DRAFT);
     }
 
     if (filtersByAssetClass.length > 0) {
@@ -952,6 +980,7 @@ export class ActivitiesService {
 
   public async updateActivity({
     data,
+    originalDate,
     userId,
     where
   }: {
@@ -963,9 +992,11 @@ export class ActivitiesService {
       tags?: { id: string }[];
       type?: ActivityType;
     };
+    originalDate: Date;
     userId: string;
     where: Prisma.OrderWhereUniqueInput;
   }): Promise<Order> {
+    const areTagsProvided = data.tags !== undefined;
     const tags = data.tags ?? [];
 
     await this.tagService.validateTagIds({
@@ -979,8 +1010,6 @@ export class ActivitiesService {
       data.comment = null;
     }
 
-    let isDraft = false;
-
     if (
       NON_INVESTMENT_ACTIVITY_TYPES.includes(data.type) ||
       (data.SymbolProfile.connect.dataSource_symbol.dataSource === 'MANUAL' &&
@@ -991,10 +1020,9 @@ export class ActivitiesService {
     } else {
       delete data.SymbolProfile.update;
 
-      isDraft = isAfter(data.date as Date, endOfToday());
-
-      if (!isDraft) {
-        // Gather symbol data of order in the background, if not draft
+      if (!isActivityInFuture({ date: data.date as Date })) {
+        // Gather symbol data of order in the background, if the date is not in
+        // the future
         this.dataGatheringService.gatherSymbols({
           dataGatheringItems: [
             {
@@ -1014,14 +1042,40 @@ export class ActivitiesService {
     delete data.symbol;
     delete data.tags;
 
+    // Leave the tags untouched if the request does not provide them, so that a
+    // partial update cannot drop the "Draft" tag
+    let isDraft: boolean;
+    let tagsToUpdate: Prisma.OrderUpdateInput['tags'];
+
+    if (areTagsProvided) {
+      const tagsToSet = getTagsWithDraftTag({
+        originalDate,
+        tags,
+        date: data.date as Date,
+        draftTag: { id: TAG_ID_DRAFT },
+        type: data.type
+      });
+
+      isDraft = isDraftActivity({ tags: tagsToSet });
+      tagsToUpdate = { set: tagsToSet };
+    } else if (
+      isDraftTagToBeAssigned({
+        originalDate,
+        date: data.date as Date,
+        type: data.type
+      })
+    ) {
+      isDraft = true;
+      tagsToUpdate = { connect: { id: TAG_ID_DRAFT } };
+    }
+
     const activity = await this.prismaService.order.update({
       where,
       data: {
         ...data,
+        // @deprecated Mirrors the "Draft" tag until the attribute is removed
         isDraft,
-        tags: {
-          set: tags
-        }
+        tags: tagsToUpdate
       }
     });
 

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

@@ -2,6 +2,7 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
 import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
 import { PlatformService } from '@ghostfolio/api/app/platform/platform.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { getTagsWithDraftTag } from '@ghostfolio/api/helper/activity.helper';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
@@ -13,6 +14,7 @@ import {
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   ghostfolioPrefix,
   NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 } from '@ghostfolio/common/config';
 import {
@@ -22,6 +24,7 @@ import {
 } from '@ghostfolio/common/dtos';
 import {
   getAssetProfileIdentifier,
+  isDraftActivity,
   isValidCustomAssetProfileSymbol,
   parseDate
 } from '@ghostfolio/common/helper';
@@ -41,7 +44,7 @@ import { Injectable } from '@nestjs/common';
 import { Account, DataSource, Prisma } from '@prisma/client';
 import { Big } from 'big.js';
 import { isISIN } from 'class-validator';
-import { endOfToday, isAfter, isSameSecond, parseISO } from 'date-fns';
+import { isSameSecond, parseISO } from 'date-fns';
 import { omit, uniqBy } from 'lodash';
 import { randomUUID } from 'node:crypto';
 
@@ -713,6 +716,11 @@ export class ImportService {
         });
     }
 
+    // Preview the "Draft" tag which createActivity() assigns in a real run
+    const draftTag = tags.find(({ id }) => {
+      return id === TAG_ID_DRAFT;
+    }) ?? { id: TAG_ID_DRAFT, name: 'DRAFT' };
+
     const activities: Activity[] = [];
 
     for (const activity of activitiesExtendedWithErrors) {
@@ -775,6 +783,13 @@ export class ImportService {
           });
 
       if (isDryRun) {
+        const previewTags = getTagsWithDraftTag({
+          date,
+          draftTag,
+          type,
+          tags: validatedTags
+        });
+
         order = {
           comment,
           currency,
@@ -788,7 +803,7 @@ export class ImportService {
           accountUserId: undefined,
           createdAt: new Date(),
           id: randomUUID(),
-          isDraft: isAfter(date, endOfToday()),
+          isDraft: isDraftActivity({ tags: previewTags }),
           SymbolProfile: {
             assetClass,
             assetSubClass,
@@ -817,7 +832,7 @@ export class ImportService {
             userId: dataSource === 'MANUAL' ? user.id : undefined
           },
           symbolProfileId: undefined,
-          tags: validatedTags,
+          tags: previewTags,
           updatedAt: new Date(),
           userId: user.id
         };

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

@@ -34,6 +34,7 @@ import {
 import {
   DEFAULT_CURRENCY,
   DEFAULT_DATE_RANGE,
+  TAG_ID_DRAFT,
   TAG_ID_EMERGENCY_FUND,
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   UNKNOWN_KEY
@@ -43,6 +44,7 @@ import {
   getAssetProfileIdentifier,
   getSum,
   isAccountExcluded,
+  isDraftActivity,
   parseDate
 } from '@ghostfolio/common/helper';
 import {
@@ -174,7 +176,19 @@ export class PortfolioService {
       this.accountService.accounts({
         where,
         include: {
-          activities: { include: { SymbolProfile: true } },
+          activities: {
+            include: {
+              SymbolProfile: true,
+              tags: {
+                select: {
+                  id: true
+                },
+                where: {
+                  id: TAG_ID_DRAFT
+                }
+              }
+            }
+          },
           platform: true,
           tags: true
         },
@@ -200,12 +214,18 @@ export class PortfolioService {
         for (const {
           currency,
           date,
-          isDraft,
           quantity,
           SymbolProfile,
+          tags,
           type,
           unitPrice
         } of account.activities) {
+          activitiesCount += 1;
+
+          if (isDraftActivity({ tags })) {
+            continue;
+          }
+
           switch (type) {
             case ActivityType.DIVIDEND:
               dividendInBaseCurrency +=
@@ -226,10 +246,6 @@ export class PortfolioService {
                 )) ?? 0;
               break;
           }
-
-          if (!isDraft) {
-            activitiesCount += 1;
-          }
         }
 
         const valueInBaseCurrency =
@@ -2101,8 +2117,8 @@ export class PortfolioService {
   }) {
     return getSum(
       activities
-        .filter(({ isDraft, type }) => {
-          return isDraft === false && type === activityType;
+        .filter((activity) => {
+          return !isDraftActivity(activity) && activity.type === activityType;
         })
         .map(({ assetProfile, currency, quantity, unitPrice }) => {
           return new Big(

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

@@ -35,6 +35,7 @@ import {
   PROPERTY_MAX_DAILY_REQUESTS,
   PROPERTY_REFERRAL_PARTNERS,
   PROPERTY_SYSTEM_MESSAGE,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   THROTTLE_DAILY_KEY,
   THROTTLE_DAILY_TTL
@@ -195,7 +196,7 @@ export class UserService {
       subscription.type === SubscriptionType.Basic
     ) {
       tags = tags.filter(({ id }) => {
-        return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
+        return [TAG_ID_DRAFT, TAG_ID_EXCLUDE_FROM_ANALYSIS].includes(id);
       });
     }
 

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

@@ -0,0 +1,74 @@
+import {
+  NON_INVESTMENT_ACTIVITY_TYPES,
+  TAG_ID_DRAFT
+} from '@ghostfolio/common/config';
+
+import { Prisma, Type as ActivityType } from '@prisma/client';
+import { endOfToday, isAfter } from 'date-fns';
+import { uniqBy } from 'lodash';
+
+export const WHERE_ACTIVITY_NOT_DRAFT: Prisma.OrderWhereInput = {
+  tags: {
+    none: {
+      id: TAG_ID_DRAFT
+    }
+  }
+};
+
+export function getTagsWithDraftTag<T extends { id: string }>({
+  date,
+  draftTag,
+  endOfTodayDate = endOfToday(),
+  originalDate,
+  tags,
+  type
+}: {
+  date: Date;
+  draftTag: T;
+  endOfTodayDate?: Date;
+  originalDate?: Date;
+  tags: T[];
+  type: ActivityType;
+}) {
+  if (!isDraftTagToBeAssigned({ date, endOfTodayDate, originalDate, type })) {
+    return tags;
+  }
+
+  return uniqBy([...tags, draftTag], 'id');
+}
+
+export function isActivityInFuture({
+  date,
+  endOfTodayDate = endOfToday()
+}: {
+  date: Date;
+  endOfTodayDate?: Date;
+}) {
+  return isAfter(date, endOfTodayDate);
+}
+
+export function isDraftTagToBeAssigned({
+  date,
+  endOfTodayDate = endOfToday(),
+  originalDate,
+  type
+}: {
+  date: Date;
+  endOfTodayDate?: Date;
+  originalDate?: Date;
+  type: ActivityType;
+}) {
+  if (NON_INVESTMENT_ACTIVITY_TYPES.includes(type)) {
+    return false;
+  }
+
+  if (!isActivityInFuture({ date, endOfTodayDate })) {
+    return false;
+  }
+
+  // Assign only when the date newly moves into the future, so that a tag the
+  // user has removed is not restored by an unrelated change
+  return originalDate
+    ? !isActivityInFuture({ endOfTodayDate, date: originalDate })
+    : true;
+}

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

@@ -1,4 +1,5 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { TAG_ID_DRAFT } from '@ghostfolio/common/config';
 
 import { HttpException, Injectable } from '@nestjs/common';
 import { Prisma, Tag } from '@prisma/client';
@@ -160,4 +161,23 @@ export class TagService {
       );
     }
   }
+
+  public async validateTagIdsWithoutDraftTag({
+    tagIds,
+    userId
+  }: {
+    tagIds: string[];
+    userId: string;
+  }) {
+    // The "DRAFT" tag qualifies an individual activity and can therefore
+    // neither be assigned to an account nor to all activities of a holding
+    if (tagIds?.includes(TAG_ID_DRAFT)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    return this.validateTagIds({ tagIds, userId });
+  }
 }

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

@@ -3,7 +3,8 @@ import {
   DEFAULT_PAGE_SIZE,
   E_MAIL_LINE_BREAK,
   NUMERICAL_PRECISION_THRESHOLD_3_FIGURES,
-  NUMERICAL_PRECISION_THRESHOLD_4_FIGURES
+  NUMERICAL_PRECISION_THRESHOLD_4_FIGURES,
+  TAG_ID_DRAFT
 } from '@ghostfolio/common/config';
 import { CreateOrderDto } from '@ghostfolio/common/dtos';
 import {
@@ -591,12 +592,18 @@ export class GfHoldingDetailDialogComponent implements OnInit {
           );
 
           this.tagsAvailable =
-            this.user?.tags?.map((tag) => {
-              return {
-                ...tag,
-                name: translate(tag.name)
-              };
-            }) ?? [];
+            this.user?.tags
+              ?.filter(({ id }) => {
+                // The "DRAFT" tag qualifies an individual activity and cannot
+                // be assigned to all activities of a holding
+                return id !== TAG_ID_DRAFT;
+              })
+              .map((tag) => {
+                return {
+                  ...tag,
+                  name: translate(tag.name)
+                };
+              }) ?? [];
 
           this.changeDetectorRef.markForCheck();
         }

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

@@ -1,4 +1,5 @@
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { TAG_ID_DRAFT } from '@ghostfolio/common/config';
 import { CreateAccountDto, UpdateAccountDto } from '@ghostfolio/common/dtos';
 import { getStringOrNull } from '@ghostfolio/common/helper';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -92,12 +93,18 @@ export class GfCreateOrUpdateAccountDialogComponent {
     );
 
     this.tagsAvailable =
-      this.data.user?.tags?.map((tag) => {
-        return {
-          ...tag,
-          name: translate(tag.name)
-        };
-      }) ?? [];
+      this.data.user?.tags
+        ?.filter(({ id }) => {
+          // The "DRAFT" tag qualifies an individual activity and cannot be
+          // assigned to an account
+          return id !== TAG_ID_DRAFT;
+        })
+        .map((tag) => {
+          return {
+            ...tag,
+            name: translate(tag.name)
+          };
+        }) ?? [];
 
     this.accountForm = this.formBuilder.group({
       accountId: [{ disabled: true, value: this.data.account.id }],

libs/common/src/lib/config.ts

@@ -343,12 +343,14 @@ export const SUPPORTED_LANGUAGE_CODES = [
 ] as const;
 
 export const TAG_ID_DEMO = 'efa08cb3-9b9d-4974-ac68-db13a19c4874';
+export const TAG_ID_DRAFT = '0c077abd-eca2-4cbb-818c-6cefbf2d169a';
 export const TAG_ID_EMERGENCY_FUND = '4452656d-9fa4-4bd0-ba38-70492e31d180';
 export const TAG_ID_EXCLUDE_FROM_ANALYSIS =
   'f2e868af-8333-459f-b161-cbc6544c24bd';
 
 export const TAG_IDS_SYSTEM = [
   TAG_ID_DEMO,
+  TAG_ID_DRAFT,
   TAG_ID_EMERGENCY_FUND,
   TAG_ID_EXCLUDE_FROM_ANALYSIS
 ];

libs/common/src/lib/helper.ts

@@ -43,6 +43,7 @@ import {
   ghostfolioFearAndGreedIndexSymbolStocks,
   ghostfolioPrefix,
   SEARCH_QUERY_MINIMUM_LENGTH,
+  TAG_ID_DRAFT,
   TAG_ID_EXCLUDE_FROM_ANALYSIS,
   TAG_IDS_SYSTEM
 } from './config';
@@ -537,6 +538,14 @@ export function isDerivedCurrency(aCurrency: string) {
   });
 }
 
+export function isDraftActivity(activity?: { tags?: { id: string }[] }) {
+  return (
+    activity?.tags?.some(({ id }) => {
+      return id === TAG_ID_DRAFT;
+    }) === true
+  );
+}
+
 export function isRootCurrency(aCurrency: string) {
   if (aCurrency === 'USD') {
     return true;

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

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

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

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

libs/ui/src/lib/i18n.ts

@@ -18,6 +18,7 @@ const locales = {
   DATA_IMPORT_AND_EXPORT_TOOLTIP_BASIC: $localize`Switch to Ghostfolio Premium or Ghostfolio Open Source easily`,
   DATA_IMPORT_AND_EXPORT_TOOLTIP_OSS: $localize`Switch to Ghostfolio Premium easily`,
   DATA_SOURCE: $localize`Data Source`,
+  DRAFT: $localize`Draft`,
   EMERGENCY_FUND: $localize`Emergency Fund`,
   EXCLUDE_FROM_ANALYSIS: $localize`Exclude from Analysis`,
   Global: $localize`Global`,

prisma/migrations/20260808120000_added_draft_tag_to_order/migration.sql

@@ -0,0 +1,13 @@
+-- Create the "DRAFT" tag if it does not exist yet
+INSERT INTO "Tag" ("id", "name")
+VALUES ('0c077abd-eca2-4cbb-818c-6cefbf2d169a', 'DRAFT')
+ON CONFLICT DO NOTHING;
+
+-- Migrate activities with "isDraft" to the "DRAFT" tag
+INSERT INTO "_OrderToTag" ("A", "B")
+SELECT
+  "id",
+  '0c077abd-eca2-4cbb-818c-6cefbf2d169a'
+FROM "Order"
+WHERE "isDraft" = true
+ON CONFLICT DO NOTHING;

prisma/schema.prisma

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

prisma/seed.mts

@@ -10,6 +10,10 @@ const prisma = new PrismaClient({ adapter });
 async function main() {
   await prisma.tag.createMany({
     data: [
+      {
+        id: '0c077abd-eca2-4cbb-818c-6cefbf2d169a',
+        name: 'DRAFT'
+      },
       {
         id: '4452656d-9fa4-4bd0-ba38-70492e31d180',
         name: 'EMERGENCY_FUND'