topaLE
/
ghostfolio
mirror of https://github.com/ghostfolio/ghostfolio
1
0
Fork 0
Code Issues Projects Releases Wiki Activity
Browse Source

feat: add filters for chart, perf, positions, summary

pull/1290/head
Zakaria YAHI 3 years ago
parent
0cee7a0b35
commit
06941046be
5 changed files with 195 additions and 137 deletions
Whitespace
Show all changes Ignore whitespace when comparing lines Ignore changes in amount of whitespace Ignore changes in whitespace at EOL
Split View
Diff Options
Show Stats Download Patch File Download Diff File
  1. 84
      apps/api/src/app/portfolio/portfolio.controller.ts
  2. 33
      apps/api/src/app/portfolio/portfolio.service.ts
  3. 4
      apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts
  4. 4
      apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts
  5. 177
      apps/client/src/app/services/data.service.ts

84
apps/api/src/app/portfolio/portfolio.controller.ts
View File

@ -65,11 +65,19 @@ export class PortfolioController {
@UseGuards(AuthGuard('jwt'))
public async getChart(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('range') range?: DateRange,
@Query('tags') filterByTags?: string
): Promise<PortfolioChart> {
const historicalDataContainer = await this.portfolioService.getChart(
impersonationId,
range
range,
this.buildFiltersFromQueries(
filterByAccounts,
filterByAssetClasses,
filterByTags
)
);
let chartData = historicalDataContainer.items;
@ -278,11 +286,19 @@ export class PortfolioController {
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPerformance(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('range') range?: DateRange,
@Query('tags') filterByTags?: string
): Promise<PortfolioPerformanceResponse> {
const performanceInformation = await this.portfolioService.getPerformance(
impersonationId,
range
range,
this.buildFiltersFromQueries(
filterByAccounts,
filterByAssetClasses,
filterByTags
)
);
if (
@ -333,11 +349,19 @@ export class PortfolioController {
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getPositions(
@Headers('impersonation-id') impersonationId: string,
@Query('range') range
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('range') range?: DateRange,
@Query('tags') filterByTags?: string
): Promise<PortfolioPositions> {
const result = await this.portfolioService.getPositions(
impersonationId,
range
range,
this.buildFiltersFromQueries(
filterByAccounts,
filterByAssetClasses,
filterByTags
)
);
if (
@ -423,7 +447,10 @@ export class PortfolioController {
@Get('summary')
@UseGuards(AuthGuard('jwt'))
public async getSummary(
@Headers('impersonation-id') impersonationId
@Headers('impersonation-id') impersonationId,
@Query('accounts') filterByAccounts?: string,
@Query('assetClasses') filterByAssetClasses?: string,
@Query('tags') filterByTags?: string
): Promise<PortfolioSummary> {
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
@ -435,7 +462,15 @@ export class PortfolioController {
);
}
let summary = await this.portfolioService.getSummary(impersonationId);
const filters = this.buildFiltersFromQueries(
filterByAccounts,
filterByAssetClasses,
filterByTags
);
let summary = await this.portfolioService.getSummary(
impersonationId,
filters
);
if (
impersonationId ||
@ -516,4 +551,37 @@ export class PortfolioController {
return await this.portfolioService.getReport(impersonationId);
}
private buildFiltersFromQueries(
filterByAccounts?: string,
filterByAssetClasses?: string,
filterByTags?: string
) {
const accountIds = filterByAccounts?.split(',') ?? [];
const assetClasses = filterByAssetClasses?.split(',') ?? [];
const tagIds = filterByTags?.split(',') ?? [];
const filters: Filter[] = [
...accountIds.map((accountId) => {
return <Filter>{
id: accountId,
type: 'ACCOUNT'
};
}),
...assetClasses.map((assetClass) => {
return <Filter>{
id: assetClass,
type: 'ASSET_CLASS'
};
}),
...tagIds.map((tagId) => {
return <Filter>{
id: tagId,
type: 'TAG'
};
})
];
return filters;
}
}

33
apps/api/src/app/portfolio/portfolio.service.ts
View File

@ -268,13 +268,15 @@ export class PortfolioService {
public async getChart(
aImpersonationId: string,
aDateRange: DateRange = 'max'
aDateRange: DateRange = 'max',
aFilters?: Filter[]
): Promise<HistoricalDataContainer> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
userId
userId,
filters: aFilters
});
const portfolioCalculator = new PortfolioCalculator({
@ -845,13 +847,15 @@ export class PortfolioService {
public async getPositions(
aImpersonationId: string,
aDateRange: DateRange = 'max'
aDateRange: DateRange = 'max',
aFilters?: Filter[]
): Promise<{ hasErrors: boolean; positions: Position[] }> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
userId
userId,
filters: aFilters
});
const portfolioCalculator = new PortfolioCalculator({
@ -921,12 +925,14 @@ export class PortfolioService {
public async getPerformance(
aImpersonationId: string,
aDateRange: DateRange = 'max'
aDateRange: DateRange = 'max',
aFilters?: Filter[]
): Promise<PortfolioPerformanceResponse> {
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const { portfolioOrders, transactionPoints } =
await this.getTransactionPoints({
filters: aFilters,
userId
});
@ -1181,20 +1187,29 @@ export class PortfolioService {
};
}
public async getSummary(aImpersonationId: string): Promise<PortfolioSummary> {
public async getSummary(
aImpersonationId: string,
aFilters?: Filter[]
): Promise<PortfolioSummary> {
const userCurrency = this.request.user.Settings.settings.baseCurrency;
const userId = await this.getUserId(aImpersonationId, this.request.user.id);
const user = await this.userService.user({ id: userId });
const performanceInformation = await this.getPerformance(aImpersonationId);
const performanceInformation = await this.getPerformance(
aImpersonationId,
undefined,
aFilters
);
const { balanceInBaseCurrency } = await this.accountService.getCashDetails({
userId,
currency: userCurrency
currency: userCurrency,
filters: aFilters
});
const orders = await this.orderService.getOrders({
userCurrency,
userId
userId,
filters: aFilters
});
const dividend = this.getDividend(orders).toNumber();
const emergencyFund = new Big(

4
apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts
View File

@ -136,9 +136,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
? $localize`Filter by account or tag...`
: '';
return this.dataService.fetchPortfolioDetails({
filters: this.activeFilters
});
return this.dataService.fetchPortfolioDetails(this.activeFilters);
}),
takeUntil(this.unsubscribeSubject)
)

4
apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts
View File

@ -87,9 +87,7 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
? $localize`Filter by account or tag...`
: '';
return this.dataService.fetchPortfolioDetails({
filters: this.activeFilters
});
return this.dataService.fetchPortfolioDetails(this.activeFilters);
}),
takeUntil(this.unsubscribeSubject)
)

177
apps/client/src/app/services/data.service.ts
View File

@ -75,52 +75,13 @@ export class DataService {
}: {
filters?: Filter[];
}): Observable<Activities> {
let params = new HttpParams();
if (filters?.length > 0) {
const {
ACCOUNT: filtersByAccount,
ASSET_CLASS: filtersByAssetClass,
TAG: filtersByTag
} = groupBy(filters, (filter) => {
return filter.type;
});
if (filtersByAccount) {
params = params.append(
'accounts',
filtersByAccount
.map(({ id }) => {
return id;
})
.join(',')
);
return this.http
.get<any>('/api/v1/order', {
params: {
...this.buildParamsFilter(filters)
}
if (filtersByAssetClass) {
params = params.append(
'assetClasses',
filtersByAssetClass
.map(({ id }) => {
return id;
})
.join(',')
);
}
if (filtersByTag) {
params = params.append(
'tags',
filtersByTag
.map(({ id }) => {
return id;
})
.join(',')
);
}
}
return this.http.get<any>('/api/v1/order', { params }).pipe(
.pipe(
map(({ activities }) => {
for (const activity of activities) {
activity.createdAt = parseISO(activity.createdAt);
@ -202,9 +163,20 @@ export class DataService {
return this.http.get<BenchmarkResponse>('/api/v1/benchmark');
}
public fetchChart({ range, version }: { range: DateRange; version: number }) {
public fetchChart({
range,
version,
filters
}: {
range: DateRange;
version: number;
filters?: Filter[];
}) {
return this.http.get<PortfolioChart>(`/api/v${version}/portfolio/chart`, {
params: { range }
params: {
range,
...this.buildParamsFilter(filters)
}
});
}
@ -283,12 +255,14 @@ export class DataService {
}
public fetchPositions({
range
range,
filters
}: {
range: DateRange;
filters?: Filter[];
}): Observable<PortfolioPositions> {
return this.http.get<PortfolioPositions>('/api/v1/portfolio/positions', {
params: { range }
params: { range, ...this.buildParamsFilter(filters) }
});
}
@ -302,67 +276,24 @@ export class DataService {
);
}
public fetchPortfolioDetails({ filters }: { filters?: Filter[] }) {
let params = new HttpParams();
if (filters?.length > 0) {
const {
ACCOUNT: filtersByAccount,
ASSET_CLASS: filtersByAssetClass,
TAG: filtersByTag
} = groupBy(filters, (filter) => {
return filter.type;
});
if (filtersByAccount) {
params = params.append(
'accounts',
filtersByAccount
.map(({ id }) => {
return id;
})
.join(',')
);
}
if (filtersByAssetClass) {
params = params.append(
'assetClasses',
filtersByAssetClass
.map(({ id }) => {
return id;
})
.join(',')
);
}
if (filtersByTag) {
params = params.append(
'tags',
filtersByTag
.map(({ id }) => {
return id;
})
.join(',')
);
}
}
public fetchPortfolioDetails(filters?: Filter[]) {
return this.http.get<PortfolioDetails>('/api/v1/portfolio/details', {
params
params: { ...this.buildParamsFilter(filters) }
});
}
public fetchPortfolioPerformance({
range,
version
version,
filters
}: {
range: DateRange;
version: number;
filters?: Filter[];
}) {
return this.http.get<PortfolioPerformanceResponse>(
`/api/v${version}/portfolio/performance`,
{ params: { range } }
{ params: { range, ...this.buildParamsFilter(filters) } }
);
}
@ -376,8 +307,14 @@ export class DataService {
return this.http.get<PortfolioReport>('/api/v1/portfolio/report');
}
public fetchPortfolioSummary(): Observable<PortfolioSummary> {
return this.http.get<any>('/api/v1/portfolio/summary').pipe(
public fetchPortfolioSummary(
filters?: Filter[]
): Observable<PortfolioSummary> {
return this.http
.get<any>('/api/v1/portfolio/summary', {
params: { ...this.buildParamsFilter(filters) }
})
.pipe(
map((summary) => {
if (summary.firstOrderDate) {
summary.firstOrderDate = parseISO(summary.firstOrderDate);
@ -456,4 +393,46 @@ export class DataService {
couponCode
});
}
private buildParamsFilter(filters: Filter[]) {
const paramsFilter: {
accounts?: string;
assetClasses?: string;
tags?: string;
} = {};
if (filters?.length > 0) {
const {
ACCOUNT: filtersByAccount,
ASSET_CLASS: filtersByAssetClass,
TAG: filtersByTag
} = groupBy(filters, (filter) => {
return filter.type;
});
if (filtersByAccount) {
paramsFilter.accounts = filtersByAccount
.map(({ id }) => {
return id;
})
.join(',');
}
if (filtersByAssetClass) {
paramsFilter.assetClasses = filtersByAssetClass
.map(({ id }) => {
return id;
})
.join(',');
}
if (filtersByTag) {
paramsFilter.tags = filtersByTag
.map(({ id }) => {
return id;
})
.join(',');
}
}
return paramsFilter;
}
}

Write Preview
Loading…
Cancel
Save