@ -5,7 +5,306 @@ 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
## 2.106.0-beta.2 - 2024-08-26
### Changed
- Reworked the portfolio calculator
- Exposed the maximum of chart data items as an environment variable (`MAX_CHART_ITEMS`)
### Fixed
- Fixed an issue in the view mode toggle of the holdings tab on the home page (experimental)
## 2.105.0 - 2024-08-21
### Added
- Added support to deactivate rules in the _X-ray_ section (experimental)
### Changed
- Improved the language localization for German (`de`)
### Fixed
- Fixed the currency conversion for fees and values in the dividend import by applying the correct rate based on the activity date
- Fixed the currency conversion for fees and values in the activities service by applying the correct rate based on the activity date
## 2.104.1 - 2024-08-17
### Fixed
- Fixed an issue with the clone functionality of an activity caused by a changed date format
## 2.104.0 - 2024-08-17
### Added
- Set up a notification service for alert and confirmation dialogs
### Changed
- Refactored the dark theme CSS selector
- Improved the language localization for German (`de`)
- Upgraded `date-fns` from version `2.29.3` to `3.6.0`
- Upgraded `zone.js` from version `0.14.7` to `0.14.10`
### Fixed
- Removed `read_only: true` from the `docker-compose.yml` file to allow `prisma` to run migrations
## 2.103.0 - 2024-08-10
### Changed
- Improved the color assignment in the chart of the holdings tab on the home page (experimental)
- Enabled Catalan (`ca`) as an option in the user settings (experimental)
- Enabled Polish (`pl`) as an option in the user settings (experimental)
- Improved the language localization for Portuguese (`pt`)
- Optimized the docker image layers to reduce the image size
- Updated the binary targets of `debian-openssl` for `prisma`
- Upgraded `prisma` from version `5.17.0` to `5.18.0`
## 2.102.0 - 2024-08-07
### Added
- Added support to clone an activity from the account detail dialog (experimental)
- Added support to edit an activity from the account detail dialog (experimental)
- Added support to clone an activity from the holding detail dialog (experimental)
- Added support to edit an activity from the holding detail dialog (experimental)
### Changed
- Improved the caching of the benchmarks in the markets overview by returning cached data and recalculating in the background when it expires
- Improved the language localization for German (`de`)
- Improved the language localization for Polish (`pl`)
- Upgraded `Nx` from version `19.5.1` to `19.5.6`
### Fixed
- Fixed the cache flush endpoint response
## 2.101.0 - 2024-08-03
### Changed
- Hardened container security by switching to a non-root user, setting the filesystem to read-only, and dropping unnecessary capabilities
## 2.100.0 - 2024-08-03
### Added
- Added support to manage tags of holdings in the holding detail dialog
### Changed
- Improved the color assignment in the chart of the holdings tab on the home page (experimental)
- Persisted the view mode of the holdings tab on the home page (experimental)
- Improved the language localization for Catalan (`ca`)
- Improved the language localization for Spanish (`es`)
## 2.99.0 - 2024-07-29
### Changed
- Migrated the usage of `yarn` to `npm`
- Upgraded `storybook` from version `7.0.9` to `8.2.5`
- Downgraded `marked` from version `13.0.0` to `12.0.2`
## 2.98.0 - 2024-07-27
### Added
- Set up the language localization for Catalan (`ca`)
### Changed
- Improved the account selector of the create or update activity dialog
- Improved the handling of the numerical precision in the value component
- Skipped derived currencies in the get quotes functionality of the data provider service
- Improved the language localization for Spanish (`es`)
- Upgraded `angular` from version `18.0.4` to `18.1.1`
- Upgraded `Nx` from version `19.4.3` to `19.5.1`
- Upgraded `prisma` from version `5.16.1` to `5.17.0`
### Fixed
- Fixed the dividend import from a data provider for holdings without an account
- Fixed an issue in the public page related to a non-existent access
## 2.97.0 - 2024-07-20
### Added
- Added _selfh.st_ to the _As seen in_ section on the landing page
### Changed
- Improved the numerical precision in the holding detail dialog
- Improved the handling of the numerical precision in the value component
- Optimized the 7d data gathering by prioritizing the currencies
- Improved the language localization for German (`de`)
- Upgraded `Node.js` from version `18` to `20` (`Dockerfile`)
- Upgraded `Nx` from version `19.4.0` to `19.4.3`
- Upgraded `prettier` from version `3.3.1` to `3.3.3`
### Fixed
- Fixed the table sorting of the holdings tab on the home page
## 2.96.0 - 2024-07-13
### Changed
- Improved the chart of the holdings tab on the home page (experimental)
- Separated the icon purposes in the `site.webmanifest`
### Fixed
- Fixed an issue in the portfolio summary with the currency conversion of fees
- Fixed an issue in the the search for a holding
- Removed the show condition of the experimental features setting in the user settings
## 2.95.0 - 2024-07-12
### Added
- Added a chart to the holdings tab of the home page (experimental)
## 2.94.0 - 2024-07-09
### Changed
- Improved the language localization for German (`de`)
### Fixed
- Fixed a pagination issue in the activities endpoint by adding `id` as a secondary sort criterion to `date` to ensure consistent ordering
## 2.93.0 - 2024-07-07
### Added
- Added the _Crypto Coins Heatmap_ to the resources section
- Added the _Stock Heatmap_ to the resources section
- Extended the content of the _Self-Hosting_ section by the platforms concept on the Frequently Asked Questions (FAQ) page
### Changed
- Improved the allocations by ETF holding on the allocations page for the impersonation mode (experimental)
- Improved the detection of REST APIs (`JSON`) used via the scraper configuration
- Improved the usability to delete an asset profile of type currency in the historical market data table and the asset profile details dialog of the admin control
- Refreshed the cryptocurrencies list
- Refactored the thresholds of the rules in the _X-ray_ section
- Removed the obsolete `version` from the `docker-compose` files
- Upgraded `Nx` from version `19.2.2` to `19.4.0`
## 2.92.0 - 2024-06-30
### Added
- Added support for bulk deletion of asset profiles from the market data table in the admin control panel
### Changed
- Added support for derived currencies in the currency validation
- Added support for automatic deletion of unused asset profiles when deleting activities
- Improved the caching of the benchmarks in the markets overview (only cache if needed)
- Upgraded `prisma` from version `5.15.0` to `5.16.1`
### Fixed
- Fixed an issue with the all time high in the benchmarks of the markets overview
## 2.91.0 - 2024-06-26
### Added
- Added a benchmarks preset to the historical market data table of the admin control panel
### Changed
- Upgraded `angular` from version `18.0.2` to `18.0.4`
### Fixed
- Fixed the dialog position (center) on mobile
- Fixed the horizontal overflow in the historical market data table of the admin control panel
- Changed the mechanism of the `INTRADAY` data gathering to persist data only if the market state is `OPEN`
- Fixed the creation of activities with `MANUAL` data source (with no historical market data)
## 2.90.0 - 2024-06-22
### Added
- Added a dialog for the benchmarks in the markets overview
- Extended the asset profile details dialog of the admin control for currencies
- Extended the content of the _Self-Hosting_ section by the mobile app question on the Frequently Asked Questions (FAQ) page
### Changed
- Moved the indicator for active filters from experimental to general availability
- Improved the error handling in the biometric authentication registration
- Improved the language localization for German (`de`)
- Set up SSL for local development
- Upgraded the _Stripe_ dependencies
- Upgraded `marked` from version `9.1.6` to `13.0.0`
- Upgraded `ngx-device-detector` from version `5.0.1` to `8.0.0`
- Upgraded `ngx-markdown` from version `17.1.1` to `18.0.0`
- Upgraded `zone.js` from version `0.14.5` to `0.14.7`
## 2.89.0 - 2024-06-14
### Added
- Extended the historical market data table with currencies preset by date and activities count in the admin control panel
### Changed
- Improved the date validation in the create, import and update activities endpoints
- Improved the language localization for German (`de`)
## 2.88.0 - 2024-06-11
### Added
- Set the image source label in `Dockerfile`
### Changed
- Improved the style of the blog post list
- Migrated the `@ghostfolio/client` components to control flow
- Improved the language localization for German (`de`)
- Upgraded `angular` from version `17.3.10` to `18.0.2`
- Upgraded `Nx` from version `19.0.5` to `19.2.2`
## 2.87.0 - 2024-06-08
### Changed
- Improved the portfolio summary
- Improved the allocations by ETF holding on the allocations page (experimental)
- Improved the error handling in the `HttpResponseInterceptor`
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `5.14.0` to `5.15.0`
### Fixed
- Fixed an issue in the _FIRE_ calculator
## 2.86.0 - 2024-06-07
### Added
- Introduced the allocations by ETF holding on the allocations page (experimental)
### Changed
- Upgraded `prettier` from version `3.2.5` to `3.3.1`
## 2.85.0 - 2024-06-06
### Added
@ -16,6 +315,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Improved the language localization for German (`de`)
- Upgraded `ng-extract-i18n-merge` from version `2.10.0` to `2.12.0`
### Fixed
- Fixed an issue with the default locale in the value component
## 2.84.0 - 2024-06-01
### Added
@ -4656,7 +4959,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Added the attribute `precision`in the value component
- Added the attribute `precision`to the value component
- Create a local copy of this Git repository (clone)
- Copy the file `.env.dev` to `.env` and populate it with your data (`cp .env.dev .env`)
### Setup
1. Run `npm install`
1. Run `docker compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `npm run database:setup` to initialize the database schema
1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
1. Start the [server](#start-server) and the [client](#start-client)
1. Open https://localhost:4200/en in your browser
1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
### Start Server
#### Debug
Run `npm run watch:server` and click _Debug API_ in [Visual Studio Code](https://code.visualstudio.com)
#### Serve
Run `npm run start:server`
### Start Client
Run `npm run start:client` and open https://localhost:4200/en in your browser
### Start _Storybook_
Run `npm run start:storybook`
### Migrate Database
With the following command you can keep your database schema in sync:
```bash
npm run database:push
```
## Testing
Run `npm test`
## Experimental Features
New functionality can be enabled using a feature flag switch from the user settings.
@ -10,7 +59,7 @@ Remove permission in `UserService` using `without()`
### Frontend
Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
Use `@if (user?.settings?.isExperimentalFeatures) {}` in HTML template
## Git
@ -30,26 +79,26 @@ Use `*ngIf="user?.settings?.isExperimentalFeatures"` in HTML template
#### Upgrade
1. Run `yarn nx migrate latest`
1. Make sure `package.json` changes make sense and then run `yarn install`
1. Run `yarn nx migrate --run-migrations` (Run `YARN_NODE_LINKER="node-modules" NX_MIGRATE_SKIP_INSTALL=1 yarn nx migrate --run-migrations` due to https://github.com/nrwl/nx/issues/16338)
1. Run `npx nx migrate latest`
1. Make sure `package.json` changes make sense and then run `npm install`
1. Run `npx nx migrate --run-migrations`
### Prisma
#### Access database via GUI
Run `yarn database:gui`
Run `npm run database:gui`
https://www.prisma.io/studio
#### Synchronize schema with database for prototyping
[](https://www.buymeacoffee.com/ghostfolio)
@ -47,7 +47,7 @@ Ghostfolio is for you if you are...
- ✅ Create, update and delete transactions
- ✅ Multi account management
- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `YTD`, `1Y`, `5Y`, `Max`
- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `WTD`, `MTD`, `YTD`, `1Y`, `5Y`, `Max`
- ✅ Various charts
- ✅ Static analysis to identify potential risks in your portfolio
- ✅ Import and export transactions
@ -71,7 +71,7 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
### Frontend
The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
The frontend is built with [Angular](https://angular.dev) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
## Self-hosting
@ -87,21 +87,21 @@ We provide official container images hosted on [Docker Hub](https://hub.docker.c
- Create a local copy of this Git repository (clone)
- Copy the file `.env.dev` to `.env` and populate it with your data (`cp .env.dev .env`)
### Setup
1. Run `yarn install`
1. Run `docker compose --env-file ./.env -f docker/docker-compose.dev.yml up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
1. Run `yarn database:setup` to initialize the database schema
1. Run `git config core.hooksPath ./git-hooks/` to setup git hooks
1. Start the server and the client (see [_Development_](#Development))
1. Open http://localhost:4200/en in your browser
1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`)
### Start Server
#### Debug
Run `yarn watch:server` and click _Debug API_ in [Visual Studio Code](https://code.visualstudio.com)
#### Serve
Run `yarn start:server`
### Start Client
Run `yarn start:client` and open http://localhost:4200/en in your browser
### Start _Storybook_
Run `yarn start:storybook`
### Migrate Database
With the following command you can keep your database schema in sync:
```bash
yarn database:push
```
## Testing
Run `yarn test`
For detailed information on the environment setup and development process, please refer to [DEVELOPMENT.md](./DEVELOPMENT.md).
| `unitPrice` | `number` | Price per unit of the activity |
#### Response
@ -275,7 +229,7 @@ Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ r
Ghostfolio is **100% free** and **open source**. We encourage and support an active and healthy community that accepts contributions from the public - including you.
Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://twitter.com/ghostfolio_) on _X_. We would love to hear from you.
Not sure what to work on? We have [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://x.com/ghostfolio_) on _X_. We would love to hear from you.
If you like to support this project, get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio).
dandevaud
10 months ago
GitHub