Merge branch 'main' into feature/Add-Gather-Missing-data-only

CHANGELOG.md

@@ -5,6 +5,21 @@ 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
+
+### Added
+
+- Added the name to the tooltip of the chart of the holdings tab on the home page (experimental)
+
+### Changed
+
+- Exposed the timeout of the portfolio snapshot computation as an environment variable (`PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT`)
+- Improved the portfolio unit tests to work with exported activity files
+
+### Fixed
+
+- Considered the language of the user settings on login with _Security Token_
+
 ## 2.114.0 - 2024-10-10
 
 ### Added

apps/api/src/app/portfolio/calculator/portfolio-calculator-test-utils.ts

@@ -1,3 +1,5 @@
+import { readFileSync } from 'fs';
+
 export const activityDummyData = {
   accountId: undefined,
   accountUserId: undefined,
@@ -29,3 +31,7 @@ export const symbolProfileDummyData = {
 export const userDummyData = {
   id: 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'
 };
+
+export function loadActivityExportFile(filePath: string) {
+  return JSON.parse(readFileSync(filePath, 'utf8')).activities;
+}

apps/api/src/app/portfolio/calculator/twr/portfolio-calculator-novn-buy-and-sell.spec.ts

@@ -1,6 +1,8 @@
+import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import {
   activityDummyData,
+  loadActivityExportFile,
   symbolProfileDummyData,
   userDummyData
 } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator-test-utils';
@@ -20,6 +22,7 @@ import { parseDate } from '@ghostfolio/common/helper';
 
 import { Big } from 'big.js';
 import { last } from 'lodash';
+import { join } from 'path';
 
 jest.mock('@ghostfolio/api/app/portfolio/current-rate.service', () => {
   return {
@@ -52,6 +55,8 @@ jest.mock('@ghostfolio/api/app/redis-cache/redis-cache.service', () => {
 });
 
 describe('PortfolioCalculator', () => {
+  let activityDtos: CreateOrderDto[];
+
   let configurationService: ConfigurationService;
   let currentRateService: CurrentRateService;
   let exchangeRateDataService: ExchangeRateDataService;
@@ -59,6 +64,15 @@ describe('PortfolioCalculator', () => {
   let portfolioSnapshotService: PortfolioSnapshotService;
   let redisCacheService: RedisCacheService;
 
+  beforeAll(() => {
+    activityDtos = loadActivityExportFile(
+      join(
+        __dirname,
+        '../../../../../../../test/import/ok-novn-buy-and-sell.json'
+      )
+    );
+  });
+
   beforeEach(() => {
     configurationService = new ConfigurationService();
 
@@ -89,38 +103,18 @@ describe('PortfolioCalculator', () => {
     it.only('with NOVN.SW buy and sell', async () => {
       jest.useFakeTimers().setSystemTime(parseDate('2022-04-11').getTime());
 
-      const activities: Activity[] = [
+      const activities: Activity[] = activityDtos.map((activity) => ({
-        {
         ...activityDummyData,
-          date: new Date('2022-03-07'),
+        ...activity,
-          fee: 0,
+        date: parseDate(activity.date),
-          quantity: 2,
         SymbolProfile: {
           ...symbolProfileDummyData,
-            currency: 'CHF',
+          currency: activity.currency,
-            dataSource: 'YAHOO',
+          dataSource: activity.dataSource,
           name: 'Novartis AG',
-            symbol: 'NOVN.SW'
+          symbol: activity.symbol
-          },
-          type: 'BUY',
-          unitPrice: 75.8
-        },
-        {
-          ...activityDummyData,
-          date: new Date('2022-04-08'),
-          fee: 0,
-          quantity: 2,
-          SymbolProfile: {
-            ...symbolProfileDummyData,
-            currency: 'CHF',
-            dataSource: 'YAHOO',
-            name: 'Novartis AG',
-            symbol: 'NOVN.SW'
-          },
-          type: 'SELL',
-          unitPrice: 85.73
         }
-      ];
+      }));
 
       const portfolioCalculator = portfolioCalculatorFactory.createCalculator({
         activities,

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

@@ -4,6 +4,7 @@ import {
   DEFAULT_PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE,
   DEFAULT_PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA,
   DEFAULT_PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT,
+  DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT,
   DEFAULT_ROOT_URL
 } from '@ghostfolio/common/config';
 
@@ -59,6 +60,9 @@ export class ConfigurationService {
       PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT: num({
         default: DEFAULT_PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT
       }),
+      PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT: num({
+        default: DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT
+      }),
       REDIS_DB: num({ default: 0 }),
       REDIS_HOST: str({ default: 'localhost' }),
       REDIS_PASSWORD: str({ default: '' }),

apps/api/src/services/queues/portfolio-snapshot/portfolio-snapshot.module.ts

@@ -8,7 +8,10 @@ import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
 import { PortfolioSnapshotService } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.service';
-import { PORTFOLIO_SNAPSHOT_QUEUE } from '@ghostfolio/common/config';
+import {
+  DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT,
+  PORTFOLIO_SNAPSHOT_QUEUE
+} from '@ghostfolio/common/config';
 
 import { BullModule } from '@nestjs/bull';
 import { Module } from '@nestjs/common';
@@ -20,7 +23,14 @@ import { PortfolioSnapshotProcessor } from './portfolio-snapshot.processor';
   imports: [
     AccountBalanceModule,
     BullModule.registerQueue({
-      name: PORTFOLIO_SNAPSHOT_QUEUE
+      name: PORTFOLIO_SNAPSHOT_QUEUE,
+      settings: {
+        lockDuration: parseInt(
+          process.env.PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT ??
+            DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT.toString(),
+          10
+        )
+      }
     }),
     ConfigurationModule,
     DataProviderModule,

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

@@ -267,8 +267,19 @@ export class HeaderComponent implements OnChanges {
       this.settingsStorageService.getSetting(KEY_STAY_SIGNED_IN) === 'true'
     );
 
+    this.userService
+      .get()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((user) => {
+        const userLanguage = user?.settings?.language;
+
+        if (userLanguage && document.documentElement.lang !== userLanguage) {
+          window.location.href = `../${userLanguage}`;
+        } else {
           this.router.navigate(['/']);
         }
+      });
+  }
 
   public ngOnDestroy() {
     this.unsubscribeSubject.next();

libs/common/src/lib/config.ts

@@ -51,6 +51,7 @@ export const DEFAULT_PAGE_SIZE = 50;
 export const DEFAULT_PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE = 1;
 export const DEFAULT_PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA = 1;
 export const DEFAULT_PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT = 1;
+export const DEFAULT_PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_TIMEOUT = 30000;
 export const DEFAULT_ROOT_URL = 'https://localhost:4200';
 
 // USX is handled separately

libs/ui/src/lib/treemap-chart/treemap-chart.component.ts

@@ -227,16 +227,24 @@ export class GfTreemapChartComponent
       }),
       callbacks: {
         label: (context) => {
+          const name = context.raw._data.name;
+          const symbol = context.raw._data.symbol;
+
           if (context.raw._data.valueInBaseCurrency !== null) {
             const value = <number>context.raw._data.valueInBaseCurrency;
-            return `${value.toLocaleString(this.locale, {
+
+            return [
+              `${name ?? symbol}`,
+              `${value.toLocaleString(this.locale, {
                 maximumFractionDigits: 2,
                 minimumFractionDigits: 2
-            })} ${this.baseCurrency}`;
+              })} ${this.baseCurrency}`
+            ];
           } else {
             const percentage =
               <number>context.raw._data.allocationInPercentage * 100;
-            return `${percentage.toFixed(2)}%`;
+
+            return [`${name ?? symbol}`, `${percentage.toFixed(2)}%`];
           }
         },
         title: () => {

test/import/ok-novn-buy-and-sell.json

@@ -11,7 +11,7 @@
       "unitPrice": 85.73,
       "currency": "CHF",
       "dataSource": "YAHOO",
-      "date": "2022-04-07T22:00:00.000Z",
+      "date": "2022-04-08T00:00:00.000Z",
       "symbol": "NOVN.SW"
     },
     {
@@ -21,7 +21,7 @@
       "unitPrice": 75.8,
       "currency": "CHF",
       "dataSource": "YAHOO",
-      "date": "2022-03-06T23:00:00.000Z",
+      "date": "2022-03-07T00:00:00.000Z",
       "symbol": "NOVN.SW"
     }
   ]