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* Add filtering for public access * Update changelog --------- Co-authored-by: Germán Martín <github@gmartin.net>pull/7145/merge
Thomas Kaul
17 hours ago
committed by
GitHub
GitHub
15 changed files with 310 additions and 90 deletions
@ -0,0 +1,5 @@ |
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import { Filter } from './filter.interface'; |
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export interface AccessSettings { |
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filters?: Filter[]; |
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} |
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@ -1,2 +1,3 @@ |
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export * from './interfaces'; |
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export * from './portfolio-filter-form.component'; |
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export * from './portfolio-filter-form.util'; |
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@ -0,0 +1,122 @@ |
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import { getAssetProfileIdentifier } from '@ghostfolio/common/helper'; |
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import { Filter, PortfolioPosition } from '@ghostfolio/common/interfaces'; |
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import { AssetClass, DataSource, Tag } from '@prisma/client'; |
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import { translate } from '../i18n'; |
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import { PortfolioFilterFormValue } from './interfaces'; |
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export function getAssetClassFilters(): Filter[] { |
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return Object.keys(AssetClass) |
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.map((assetClass) => { |
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return { |
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id: assetClass, |
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label: translate(assetClass), |
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type: 'ASSET_CLASS' |
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} satisfies Filter; |
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}) |
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.sort((a, b) => { |
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return a.label.localeCompare(b.label); |
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}); |
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} |
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export function getFiltersFromPortfolioFilterFormValue( |
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value: PortfolioFilterFormValue | null, |
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{ includeEmpty = false }: { includeEmpty?: boolean } = {} |
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) { |
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const filters: Filter[] = [ |
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{ |
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id: value?.account ?? '', |
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type: 'ACCOUNT' |
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}, |
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{ |
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id: value?.assetClass ?? '', |
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type: 'ASSET_CLASS' |
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}, |
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{ |
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id: value?.holding?.assetProfile?.dataSource ?? '', |
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type: 'DATA_SOURCE' |
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}, |
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{ |
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id: value?.holding?.assetProfile?.symbol ?? '', |
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type: 'SYMBOL' |
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}, |
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{ |
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id: value?.tag ?? '', |
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type: 'TAG' |
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} |
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]; |
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return includeEmpty |
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? filters |
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: filters.filter(({ id }) => { |
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return !!id; |
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}); |
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} |
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export function getHoldingsForFilter(holdings: PortfolioPosition[] = []) { |
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return holdings |
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.filter(({ assetProfile }) => { |
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return ( |
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assetProfile.assetSubClass && |
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!['CASH'].includes(assetProfile.assetSubClass) |
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); |
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}) |
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.sort((a, b) => { |
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return (a.assetProfile.name ?? '').localeCompare( |
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b.assetProfile.name ?? '' |
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); |
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}); |
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} |
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export function getPortfolioFilterFormValue( |
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filters: Filter[], |
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holdings: PortfolioPosition[] |
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): PortfolioFilterFormValue { |
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const getFilterId = (type: Filter['type']) => { |
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return ( |
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filters?.find((filter) => { |
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return filter.type === type; |
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})?.id ?? null |
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); |
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}; |
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const dataSource = getFilterId('DATA_SOURCE') as DataSource; |
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const symbol = getFilterId('SYMBOL'); |
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const holding = holdings.find(({ assetProfile }) => { |
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return ( |
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!!(dataSource && symbol) && |
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getAssetProfileIdentifier(assetProfile) === |
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getAssetProfileIdentifier({ dataSource, symbol }) |
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); |
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}); |
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return { |
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account: getFilterId('ACCOUNT'), |
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assetClass: getFilterId('ASSET_CLASS'), |
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holding: holding ?? null, |
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tag: getFilterId('TAG') |
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}; |
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} |
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export function getTagFilters( |
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tags: (Tag & { isUsed: boolean })[] = [] |
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): Filter[] { |
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return ( |
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tags |
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?.filter(({ isUsed }) => { |
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return isUsed; |
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}) |
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?.map(({ id, name }) => { |
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return { |
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id, |
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label: translate(name), |
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type: 'TAG' |
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} satisfies Filter; |
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}) |
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?.sort((a, b) => { |
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return a.label.localeCompare(b.label); |
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}) ?? [] |
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); |
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} |
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