Feature/localize X-ray rule FeeRatioInitialInvestment (#4779)

* Localize X-ray rule FeeRatioInitialInvestment

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>

CHANGELOG.md

@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Set up the language localization for the static portfolio analysis rule: _Fees_ (Fee Ratio)
+
 ### Changed
 
 - Upgraded `Nx` from version `20.8.1` to `21.1.2`

apps/api/src/app/auth/jwt.strategy.ts

@@ -1,7 +1,11 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
-import { HEADER_KEY_TIMEZONE } from '@ghostfolio/common/config';
+import {
+  DEFAULT_CURRENCY,
+  DEFAULT_LANGUAGE_CODE,
+  HEADER_KEY_TIMEZONE
+} from '@ghostfolio/common/config';
 import { hasRole } from '@ghostfolio/common/permissions';
 
 import { HttpException, Injectable } from '@nestjs/common';
@@ -52,6 +56,14 @@ export class JwtStrategy extends PassportStrategy(Strategy, 'jwt') {
           });
         }
 
+        if (!user.Settings.settings.baseCurrency) {
+          user.Settings.settings.baseCurrency = DEFAULT_CURRENCY;
+        }
+
+        if (!user.Settings.settings.language) {
+          user.Settings.settings.language = DEFAULT_LANGUAGE_CODE;
+        }
+
         return user;
       } else {
         throw new HttpException(

apps/api/src/app/endpoints/ai/ai.controller.ts

@@ -1,10 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
-import {
-  DEFAULT_CURRENCY,
-  DEFAULT_LANGUAGE_CODE
-} from '@ghostfolio/common/config';
 import { AiPromptResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types';
@@ -53,10 +49,8 @@ export class AiController {
       filters,
       mode,
       impersonationId: undefined,
-      languageCode:
-        this.request.user.Settings.settings.language ?? DEFAULT_LANGUAGE_CODE,
-      userCurrency:
-        this.request.user.Settings.settings.baseCurrency ?? DEFAULT_CURRENCY,
+      languageCode: this.request.user.Settings.settings.language,
+      userCurrency: this.request.user.Settings.settings.baseCurrency,
       userId: this.request.user.id
     });
 

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

@@ -1332,6 +1332,7 @@ export class PortfolioService {
         [
           new FeeRatioInitialInvestment(
             this.exchangeRateDataService,
+            userSettings.language,
             summary.committedFunds,
             summary.fees
           )

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

@@ -61,7 +61,7 @@ export class SubscriptionService {
 
     const checkoutSessionCreateParams: Stripe.Checkout.SessionCreateParams = {
       cancel_url: `${this.configurationService.get('ROOT_URL')}/${
-        user.Settings?.settings?.language ?? DEFAULT_LANGUAGE_CODE
+        user.Settings.settings.language
       }/account`,
       client_reference_id: user.id,
       line_items: [

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

@@ -302,6 +302,7 @@ export class UserService {
         undefined
       ).getSettings(user.Settings.settings),
       FeeRatioInitialInvestment: new FeeRatioInitialInvestment(
+        undefined,
         undefined,
         undefined,
         undefined

apps/api/src/models/rule.ts

@@ -1,5 +1,6 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { groupBy } from '@ghostfolio/common/helper';
 import {
   PortfolioPosition,
@@ -14,28 +15,28 @@ import { RuleInterface } from './interfaces/rule.interface';
 
 export abstract class Rule<T extends RuleSettings> implements RuleInterface<T> {
   private key: string;
-  private name: string;
+  private languageCode: string;
 
   public constructor(
     protected exchangeRateDataService: ExchangeRateDataService,
     {
       key,
-      name
+      languageCode = DEFAULT_LANGUAGE_CODE
     }: {
       key: string;
-      name: string;
+      languageCode?: string; // TODO: Make mandatory
     }
   ) {
     this.key = key;
-    this.name = name;
+    this.languageCode = languageCode;
   }
 
   public getKey() {
     return this.key;
   }
 
-  public getName() {
-    return this.name;
+  public getLanguageCode() {
+    return this.languageCode;
   }
 
   public groupCurrentHoldingsByAttribute(
@@ -73,5 +74,7 @@ export abstract class Rule<T extends RuleSettings> implements RuleInterface<T> {
     PortfolioReportRule['configuration']
   >;
 
+  public abstract getName(): string;
+
   public abstract getSettings(aUserSettings: UserSettings): T;
 }

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

@@ -15,8 +15,7 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     accounts: PortfolioDetails['accounts']
   ) {
     super(exchangeRateDataService, {
-      key: AccountClusterRiskCurrentInvestment.name,
-      name: 'Investment'
+      key: AccountClusterRiskCurrentInvestment.name
     });
 
     this.accounts = accounts;
@@ -88,6 +87,10 @@ export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Investment';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

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

@@ -11,8 +11,7 @@ export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
     accounts: PortfolioDetails['accounts']
   ) {
     super(exchangeRateDataService, {
-      key: AccountClusterRiskSingleAccount.name,
-      name: 'Single Account'
+      key: AccountClusterRiskSingleAccount.name
     });
 
     this.accounts = accounts;
@@ -38,6 +37,10 @@ export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
     return undefined;
   }
 
+  public getName() {
+    return 'Single Account';
+  }
+
   public getSettings({ xRayRules }: UserSettings): RuleSettings {
     return {
       isActive: xRayRules?.[this.getKey()].isActive ?? true

apps/api/src/models/rules/asset-class-cluster-risk/equity.ts

@@ -11,8 +11,7 @@ export class AssetClassClusterRiskEquity extends Rule<Settings> {
     holdings: PortfolioPosition[]
   ) {
     super(exchangeRateDataService, {
-      key: AssetClassClusterRiskEquity.name,
-      name: 'Equity'
+      key: AssetClassClusterRiskEquity.name
     });
 
     this.holdings = holdings;
@@ -78,6 +77,10 @@ export class AssetClassClusterRiskEquity extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Equity';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/asset-class-cluster-risk/fixed-income.ts

@@ -11,8 +11,7 @@ export class AssetClassClusterRiskFixedIncome extends Rule<Settings> {
     holdings: PortfolioPosition[]
   ) {
     super(exchangeRateDataService, {
-      key: AssetClassClusterRiskFixedIncome.name,
-      name: 'Fixed Income'
+      key: AssetClassClusterRiskFixedIncome.name
     });
 
     this.holdings = holdings;
@@ -78,6 +77,10 @@ export class AssetClassClusterRiskFixedIncome extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Fixed Income';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

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

@@ -11,8 +11,7 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
     holdings: PortfolioPosition[]
   ) {
     super(exchangeRateDataService, {
-      key: CurrencyClusterRiskBaseCurrencyCurrentInvestment.name,
-      name: 'Investment: Base Currency'
+      key: CurrencyClusterRiskBaseCurrencyCurrentInvestment.name
     });
 
     this.holdings = holdings;
@@ -68,6 +67,10 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Setti
     return undefined;
   }
 
+  public getName() {
+    return 'Investment: Base Currency';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

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

@@ -11,8 +11,7 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
     holdings: PortfolioPosition[]
   ) {
     super(exchangeRateDataService, {
-      key: CurrencyClusterRiskCurrentInvestment.name,
-      name: 'Investment'
+      key: CurrencyClusterRiskCurrentInvestment.name
     });
 
     this.holdings = holdings;
@@ -73,6 +72,10 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Investment';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/economic-market-cluster-risk/developed-markets.ts

@@ -13,8 +13,7 @@ export class EconomicMarketClusterRiskDevelopedMarkets extends Rule<Settings> {
     developedMarketsValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: EconomicMarketClusterRiskDevelopedMarkets.name,
-      name: 'Developed Markets'
+      key: EconomicMarketClusterRiskDevelopedMarkets.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -67,6 +66,10 @@ export class EconomicMarketClusterRiskDevelopedMarkets extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Developed Markets';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/economic-market-cluster-risk/emerging-markets.ts

@@ -13,8 +13,7 @@ export class EconomicMarketClusterRiskEmergingMarkets extends Rule<Settings> {
     emergingMarketsValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: EconomicMarketClusterRiskEmergingMarkets.name,
-      name: 'Emerging Markets'
+      key: EconomicMarketClusterRiskEmergingMarkets.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -67,6 +66,10 @@ export class EconomicMarketClusterRiskEmergingMarkets extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Emerging Markets';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

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

@@ -11,8 +11,7 @@ export class EmergencyFundSetup extends Rule<Settings> {
     emergencyFund: number
   ) {
     super(exchangeRateDataService, {
-      key: EmergencyFundSetup.name,
-      name: 'Emergency Fund: Set up'
+      key: EmergencyFundSetup.name
     });
 
     this.emergencyFund = emergencyFund;
@@ -36,6 +35,10 @@ export class EmergencyFundSetup extends Rule<Settings> {
     return undefined;
   }
 
+  public getName() {
+    return 'Emergency Fund: Set up';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

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

@@ -1,20 +1,23 @@
 import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 import { Rule } from '@ghostfolio/api/models/rule';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
+import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
 import { UserSettings } from '@ghostfolio/common/interfaces';
 
 export class FeeRatioInitialInvestment extends Rule<Settings> {
   private fees: number;
+  private i18nService = new I18nService();
   private totalInvestment: number;
 
   public constructor(
     protected exchangeRateDataService: ExchangeRateDataService,
+    languageCode: string,
     totalInvestment: number,
     fees: number
   ) {
     super(exchangeRateDataService, {
-      key: FeeRatioInitialInvestment.name,
-      name: 'Fee Ratio'
+      languageCode,
+      key: FeeRatioInitialInvestment.name
     });
 
     this.fees = fees;
@@ -28,17 +31,27 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
 
     if (feeRatio > ruleSettings.thresholdMax) {
       return {
-        evaluation: `The fees do exceed ${
-          ruleSettings.thresholdMax * 100
-        }% of your initial investment (${(feeRatio * 100).toPrecision(3)}%)`,
+        evaluation: this.i18nService.getTranslation({
+          id: 'rule.feeRatioInitialInvestment.false',
+          languageCode: this.getLanguageCode(),
+          placeholders: {
+            feeRatio: (ruleSettings.thresholdMax * 100).toFixed(2),
+            thresholdMax: (feeRatio * 100).toPrecision(3)
+          }
+        }),
         value: false
       };
     }
 
     return {
-      evaluation: `The fees do not exceed ${
-        ruleSettings.thresholdMax * 100
-      }% of your initial investment (${(feeRatio * 100).toPrecision(3)}%)`,
+      evaluation: this.i18nService.getTranslation({
+        id: 'rule.feeRatioInitialInvestment.true',
+        languageCode: this.getLanguageCode(),
+        placeholders: {
+          feeRatio: (feeRatio * 100).toPrecision(3),
+          thresholdMax: (ruleSettings.thresholdMax * 100).toFixed(2)
+        }
+      }),
       value: true
     };
   }
@@ -55,6 +68,13 @@ export class FeeRatioInitialInvestment extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return this.i18nService.getTranslation({
+      id: 'rule.feeRatioInitialInvestment',
+      languageCode: this.getLanguageCode()
+    });
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/regional-market-cluster-risk/asia-pacific.ts

@@ -14,8 +14,7 @@ export class RegionalMarketClusterRiskAsiaPacific extends Rule<Settings> {
     asiaPacificValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: RegionalMarketClusterRiskAsiaPacific.name,
-      name: 'Asia-Pacific'
+      key: RegionalMarketClusterRiskAsiaPacific.name
     });
 
     this.asiaPacificValueInBaseCurrency = asiaPacificValueInBaseCurrency;
@@ -66,6 +65,10 @@ export class RegionalMarketClusterRiskAsiaPacific extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Asia-Pacific';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/regional-market-cluster-risk/emerging-markets.ts

@@ -14,8 +14,7 @@ export class RegionalMarketClusterRiskEmergingMarkets extends Rule<Settings> {
     emergingMarketsValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: RegionalMarketClusterRiskEmergingMarkets.name,
-      name: 'Emerging Markets'
+      key: RegionalMarketClusterRiskEmergingMarkets.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -68,6 +67,10 @@ export class RegionalMarketClusterRiskEmergingMarkets extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Emerging Markets';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/regional-market-cluster-risk/europe.ts

@@ -14,8 +14,7 @@ export class RegionalMarketClusterRiskEurope extends Rule<Settings> {
     europeValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: RegionalMarketClusterRiskEurope.name,
-      name: 'Europe'
+      key: RegionalMarketClusterRiskEurope.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -66,6 +65,10 @@ export class RegionalMarketClusterRiskEurope extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Europe';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/regional-market-cluster-risk/japan.ts

@@ -14,8 +14,7 @@ export class RegionalMarketClusterRiskJapan extends Rule<Settings> {
     japanValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: RegionalMarketClusterRiskJapan.name,
-      name: 'Japan'
+      key: RegionalMarketClusterRiskJapan.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -66,6 +65,10 @@ export class RegionalMarketClusterRiskJapan extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'Japan';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/models/rules/regional-market-cluster-risk/north-america.ts

@@ -14,8 +14,7 @@ export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> {
     northAmericaValueInBaseCurrency: number
   ) {
     super(exchangeRateDataService, {
-      key: RegionalMarketClusterRiskNorthAmerica.name,
-      name: 'North America'
+      key: RegionalMarketClusterRiskNorthAmerica.name
     });
 
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
@@ -66,6 +65,10 @@ export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> {
     };
   }
 
+  public getName() {
+    return 'North America';
+  }
+
   public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
     return {
       baseCurrency,

apps/api/src/services/i18n/i18n.service.ts

@@ -15,10 +15,12 @@ export class I18nService {
 
   public getTranslation({
     id,
-    languageCode
+    languageCode,
+    placeholders
   }: {
     id: string;
     languageCode: string;
+    placeholders?: Record<string, string | number>;
   }): string {
     const $ = this.translations[languageCode];
 
@@ -26,7 +28,7 @@ export class I18nService {
       Logger.warn(`Translation not found for locale '${languageCode}'`);
     }
 
-    const translatedText = $(
+    let translatedText = $(
       `trans-unit[id="${id}"] > ${
         languageCode === DEFAULT_LANGUAGE_CODE ? 'source' : 'target'
       }`
@@ -38,6 +40,12 @@ export class I18nService {
       );
     }
 
+    if (placeholders) {
+      for (const [key, value] of Object.entries(placeholders)) {
+        translatedText = translatedText.replace(`{${key}}`, String(value));
+      }
+    }
+
     return translatedText.trim();
   }
 

apps/client/src/app/components/access-table/access-table.component.ts

@@ -1,6 +1,5 @@
 import { ConfirmationDialogType } from '@ghostfolio/client/core/notification/confirmation-dialog/confirmation-dialog.type';
 import { NotificationService } from '@ghostfolio/client/core/notification/notification.service';
-import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
 import { Access, User } from '@ghostfolio/common/interfaces';
 import { paths } from '@ghostfolio/common/paths';
 
@@ -54,7 +53,7 @@ export class AccessTableComponent implements OnChanges {
   }
 
   public getPublicUrl(aId: string): string {
-    const languageCode = this.user?.settings?.language ?? DEFAULT_LANGUAGE_CODE;
+    const languageCode = this.user.settings.language;
 
     return `${this.baseUrl}/${languageCode}/${paths.public}/${aId}`;
   }

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

@@ -3,10 +3,7 @@ import { NotificationService } from '@ghostfolio/client/core/notification/notifi
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import {
-  DEFAULT_LANGUAGE_CODE,
-  PROPERTY_API_KEY_GHOSTFOLIO
-} from '@ghostfolio/common/config';
+import { PROPERTY_API_KEY_GHOSTFOLIO } from '@ghostfolio/common/config';
 import { getDateFormatString } from '@ghostfolio/common/helper';
 import {
   DataProviderGhostfolioStatusResponse,
@@ -70,11 +67,10 @@ export class AdminSettingsComponent implements OnDestroy, OnInit {
           this.user = state.user;
 
           this.defaultDateFormat = getDateFormatString(
-            this.user?.settings?.locale
+            this.user.settings.locale
           );
 
-          const languageCode =
-            this.user?.settings?.language ?? DEFAULT_LANGUAGE_CODE;
+          const languageCode = this.user.settings.language;
 
           this.pricingUrl = `https://ghostfol.io/${languageCode}/${paths.pricing}`;
 

apps/client/src/app/pages/i18n/i18n-page.html

@@ -11,6 +11,15 @@
         performance, portfolio, software, stock, trading, wealth, web3
       </li>
       <li i18n="@@myAccount">My Account</li>
+      <li i18n="@@rule.feeRatioInitialInvestment">Fee Ratio</li>
+      <li i18n="@@rule.feeRatioInitialInvestment.false">
+        The fees do exceed &#123;thresholdMax&#125;% of your initial investment
+        (&#123;feeRatio&#125;%)
+      </li>
+      <li i18n="@@rule.feeRatioInitialInvestment.true">
+        The fees do not exceed &#123;thresholdMax&#125;% of your initial
+        investment (&#123;feeRatio&#125;%)
+      </li>
       <li i18n="@@slogan">Open Source Wealth Management Software</li>
     </ul>
   </div>