Task/improve holdings table type safety (#6306)

* fix(lib): update displayedColumns type

* feat(lib): use input function for holdings

* feat(lib): make isLoading a computed signal

* feat(lib): make paginator and sort viewchild signals

* feat(lib): make dataSource a computed signal

* feat(lib): use input function for hasPermission fields

* feat(lib): make displayedColumns a computed signal

* feat(lib): remove ngOnChanges

* feat(lib): update types in holdings mock

* fix(lib): update imports for treemap chart component

* fix(lib): remove unused routeQueryParams variable

* fix(lib): prevent creating new table data source every time the signal changes

* fix(lib): remove unused unsubscribe subject as there is no observable subscription

* fix(lib): revert changes to dataSource in the template

* fix(lib): changed locale to input signal

* fix(lib): change ignoreAssetSubClasses to protected

* fix(lib): create canShowDetails function

* fix(lib): remove unused baseCurrency and deviceType inputs

* fix(lib): remove unused baseCurrency and deviceType inputs from stories

* feat(lib): make constructor as public

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@@ -102,8 +102,6 @@
           <div class="d-none d-sm-block ml-2" i18n>Holdings</div>
         </ng-template>
         <gf-holdings-table
-          [baseCurrency]="user?.settings?.baseCurrency"
-          [deviceType]="data.deviceType"
           [hasPermissionToOpenDetails]="false"
           [holdings]="holdings"
           [locale]="user?.settings?.locale"

apps/client/src/app/components/home-holdings/home-holdings.html

@@ -46,8 +46,6 @@
       }
       <div [ngClass]="{ 'd-none': viewModeFormControl.value !== 'TABLE' }">
         <gf-holdings-table
-          [baseCurrency]="user?.settings?.baseCurrency"
-          [deviceType]="deviceType"
           [hasPermissionToShowQuantities]="false"
           [holdings]="holdings"
           [locale]="user?.settings?.locale"

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

@@ -78,7 +78,6 @@
             [showLabels]="deviceType !== 'mobile'"
           />
           <gf-holdings-table
-            [deviceType]="deviceType"
             [hasPermissionToOpenDetails]="false"
             [hasPermissionToShowQuantities]="false"
             [hasPermissionToShowValues]="false"

libs/ui/src/lib/holdings-table/holdings-table.component.html

@@ -52,7 +52,7 @@
         <div class="d-flex justify-content-end">
           <gf-value
             [isDate]="element.dateOfFirstActivity ? true : false"
-            [locale]="locale"
+            [locale]="locale()"
             [value]="element.dateOfFirstActivity ?? ''"
           />
         </div>
@@ -76,8 +76,8 @@
         <div class="d-flex justify-content-end">
           <gf-value
             [isCurrency]="true"
-            [locale]="locale"
-            [value]="isLoading ? undefined : element.quantity"
+            [locale]="locale()"
+            [value]="isLoading() ? undefined : element.quantity"
           />
         </div>
       </td>
@@ -100,8 +100,8 @@
         <div class="d-flex justify-content-end">
           <gf-value
             [isCurrency]="true"
-            [locale]="locale"
-            [value]="isLoading ? undefined : element.valueInBaseCurrency"
+            [locale]="locale()"
+            [value]="isLoading() ? undefined : element.valueInBaseCurrency"
           />
         </div>
       </td>
@@ -121,8 +121,8 @@
         <div class="d-flex justify-content-end">
           <gf-value
             [isPercent]="true"
-            [locale]="locale"
-            [value]="isLoading ? undefined : element.allocationInPercentage"
+            [locale]="locale()"
+            [value]="isLoading() ? undefined : element.allocationInPercentage"
           />
         </div>
       </td>
@@ -142,9 +142,9 @@
           <gf-value
             [colorizeSign]="true"
             [isCurrency]="true"
-            [locale]="locale"
+            [locale]="locale()"
             [value]="
-              isLoading ? undefined : element.netPerformanceWithCurrencyEffect
+              isLoading() ? undefined : element.netPerformanceWithCurrencyEffect
             "
           />
         </div>
@@ -166,9 +166,9 @@
           <gf-value
             [colorizeSign]="true"
             [isPercent]="true"
-            [locale]="locale"
+            [locale]="locale()"
             [value]="
-              isLoading
+              isLoading()
                 ? undefined
                 : element.netPerformancePercentWithCurrencyEffect
             "
@@ -177,17 +177,13 @@
       </td>
     </ng-container>
 
-    <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+    <tr *matHeaderRowDef="displayedColumns()" mat-header-row></tr>
     <tr
-      *matRowDef="let row; columns: displayedColumns"
+      *matRowDef="let row; columns: displayedColumns()"
       mat-row
-      [ngClass]="{
-        'cursor-pointer':
-          hasPermissionToOpenDetails &&
-          !ignoreAssetSubClasses.includes(row.assetSubClass)
-      }"
+      [class.cursor-pointer]="canShowDetails(row)"
       (click)="
-        !ignoreAssetSubClasses.includes(row.assetSubClass) &&
+        canShowDetails(row) &&
           onOpenHoldingDialog({
             dataSource: row.dataSource,
             symbol: row.symbol
@@ -199,7 +195,7 @@
 
 <mat-paginator class="d-none" [pageSize]="pageSize" />
 
-@if (isLoading) {
+@if (isLoading()) {
   <ngx-skeleton-loader
     animation="pulse"
     class="px-4 py-3"
@@ -210,7 +206,7 @@
   />
 }
 
-@if (dataSource.data.length > pageSize && !isLoading) {
+@if (dataSource.data.length > pageSize && !isLoading()) {
   <div class="my-3 text-center">
     <button mat-stroked-button (click)="onShowAllHoldings()">
       <ng-container i18n>Show all</ng-container>

libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts

@@ -38,8 +38,6 @@ type Story = StoryObj<GfHoldingsTableComponent>;
 export const Loading: Story = {
   args: {
     holdings: undefined,
-    baseCurrency: 'USD',
-    deviceType: 'desktop',
     hasPermissionToOpenDetails: false,
     hasPermissionToShowQuantities: true,
     hasPermissionToShowValues: true,
@@ -51,8 +49,6 @@ export const Loading: Story = {
 export const Default: Story = {
   args: {
     holdings,
-    baseCurrency: 'USD',
-    deviceType: 'desktop',
     hasPermissionToOpenDetails: false,
     hasPermissionToShowQuantities: true,
     hasPermissionToShowValues: true,

libs/ui/src/lib/holdings-table/holdings-table.component.ts

@@ -11,10 +11,11 @@ import {
   Component,
   EventEmitter,
   Input,
-  OnChanges,
-  OnDestroy,
   Output,
-  ViewChild
+  computed,
+  effect,
+  input,
+  viewChild
 } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
@@ -23,7 +24,6 @@ import { MatSort, MatSortModule } from '@angular/material/sort';
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { AssetSubClass } from '@prisma/client';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-import { Subject, Subscription } from 'rxjs';
 
 import { GfEntityLogoComponent } from '../entity-logo/entity-logo.component';
 import { GfValueComponent } from '../value/value.component';
@@ -46,77 +46,82 @@ import { GfValueComponent } from '../value/value.component';
   styleUrls: ['./holdings-table.component.scss'],
   templateUrl: './holdings-table.component.html'
 })
-export class GfHoldingsTableComponent implements OnChanges, OnDestroy {
-  @Input() baseCurrency: string;
-  @Input() deviceType: string;
-  @Input() hasPermissionToOpenDetails = true;
-  @Input() hasPermissionToShowQuantities = true;
-  @Input() hasPermissionToShowValues = true;
-  @Input() holdings: PortfolioPosition[];
-  @Input() locale = getLocale();
+export class GfHoldingsTableComponent {
   @Input() pageSize = Number.MAX_SAFE_INTEGER;
 
   @Output() holdingClicked = new EventEmitter<AssetProfileIdentifier>();
 
-  @ViewChild(MatPaginator) paginator: MatPaginator;
-  @ViewChild(MatSort) sort: MatSort;
+  public readonly hasPermissionToOpenDetails = input(true);
+  public readonly hasPermissionToShowQuantities = input(true);
+  public readonly hasPermissionToShowValues = input(true);
+  public readonly holdings = input.required<PortfolioPosition[]>();
+  public readonly locale = input(getLocale());
+  public readonly paginator = viewChild.required(MatPaginator);
+  public readonly sort = viewChild.required(MatSort);
 
-  public dataSource = new MatTableDataSource<PortfolioPosition>();
-  public displayedColumns = [];
-  public ignoreAssetSubClasses = [AssetSubClass.CASH];
-  public isLoading = true;
-  public routeQueryParams: Subscription;
+  protected readonly dataSource = new MatTableDataSource<PortfolioPosition>([]);
 
-  private unsubscribeSubject = new Subject<void>();
+  protected readonly displayedColumns = computed(() => {
+    const columns = ['icon', 'nameWithSymbol', 'dateOfFirstActivity'];
 
-  public ngOnChanges() {
-    this.displayedColumns = ['icon', 'nameWithSymbol', 'dateOfFirstActivity'];
-
-    if (this.hasPermissionToShowQuantities) {
-      this.displayedColumns.push('quantity');
+    if (this.hasPermissionToShowQuantities()) {
+      columns.push('quantity');
     }
 
-    if (this.hasPermissionToShowValues) {
-      this.displayedColumns.push('valueInBaseCurrency');
+    if (this.hasPermissionToShowValues()) {
+      columns.push('valueInBaseCurrency');
     }
 
-    this.displayedColumns.push('allocationInPercentage');
+    columns.push('allocationInPercentage');
 
-    if (this.hasPermissionToShowValues) {
-      this.displayedColumns.push('performance');
+    if (this.hasPermissionToShowValues()) {
+      columns.push('performance');
     }
 
-    this.displayedColumns.push('performanceInPercentage');
+    columns.push('performanceInPercentage');
+    return columns;
+  });
+
+  protected readonly ignoreAssetSubClasses: AssetSubClass[] = [
+    AssetSubClass.CASH
+  ];
 
-    this.isLoading = true;
+  protected readonly isLoading = computed(() => !this.holdings());
 
-    this.dataSource = new MatTableDataSource(this.holdings);
-    this.dataSource.paginator = this.paginator;
+  public constructor() {
     this.dataSource.sortingDataAccessor = getLowercase;
 
-    this.dataSource.sort = this.sort;
+    // Reactive data update
+    effect(() => {
+      this.dataSource.data = this.holdings();
+    });
 
-    if (this.holdings) {
-      this.isLoading = false;
-    }
+    // Reactive view connection
+    effect(() => {
+      this.dataSource.paginator = this.paginator();
+      this.dataSource.sort = this.sort();
+    });
   }
 
-  public onOpenHoldingDialog({ dataSource, symbol }: AssetProfileIdentifier) {
-    if (this.hasPermissionToOpenDetails) {
-      this.holdingClicked.emit({ dataSource, symbol });
-    }
+  protected canShowDetails(holding: PortfolioPosition): boolean {
+    return (
+      this.hasPermissionToOpenDetails() &&
+      !this.ignoreAssetSubClasses.includes(holding.assetSubClass)
+    );
+  }
+
+  protected onOpenHoldingDialog({
+    dataSource,
+    symbol
+  }: AssetProfileIdentifier) {
+    this.holdingClicked.emit({ dataSource, symbol });
   }
 
-  public onShowAllHoldings() {
+  protected onShowAllHoldings() {
     this.pageSize = Number.MAX_SAFE_INTEGER;
 
     setTimeout(() => {
-      this.dataSource.paginator = this.paginator;
+      this.dataSource.paginator = this.paginator();
     });
   }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
 }

libs/ui/src/lib/mocks/holdings.ts

@@ -4,9 +4,9 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 1,
     allocationInPercentage: 0.042990776363386086,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'STOCK' as any,
+    assetSubClass: 'STOCK',
     assetSubClassLabel: 'Stock',
     countries: [
       {
@@ -17,7 +17,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'USD',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 3856,
@@ -47,9 +47,9 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 2,
     allocationInPercentage: 0.02377401948293552,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'STOCK' as any,
+    assetSubClass: 'STOCK',
     assetSubClassLabel: 'Stock',
     countries: [
       {
@@ -60,7 +60,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'EUR',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'),
     dividend: 192,
     grossPerformance: 2226.700251889169,
@@ -90,9 +90,9 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 1,
     allocationInPercentage: 0.08038536990007467,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'STOCK' as any,
+    assetSubClass: 'STOCK',
     assetSubClassLabel: 'Stock',
     countries: [
       {
@@ -103,7 +103,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'USD',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 12758.05,
@@ -133,13 +133,13 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 1,
     allocationInPercentage: 0.19216416482928922,
-    assetClass: 'LIQUIDITY' as any,
+    assetClass: 'LIQUIDITY',
     assetClassLabel: 'Liquidity',
-    assetSubClass: 'CRYPTOCURRENCY' as any,
+    assetSubClass: 'CRYPTOCURRENCY',
     assetSubClassLabel: 'Cryptocurrency',
     countries: [],
     currency: 'USD',
-    dataSource: 'COINGECKO' as any,
+    dataSource: 'COINGECKO',
     dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 52666.7898248,
@@ -158,15 +158,15 @@ export const holdings: PortfolioPosition[] = [
     sectors: [],
     symbol: 'bitcoin',
     tags: [],
-    url: null,
+    url: undefined,
     valueInBaseCurrency: 54666.7898248
   },
   {
     activitiesCount: 1,
     allocationInPercentage: 0.04307127421937313,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'STOCK' as any,
+    assetSubClass: 'STOCK',
     assetSubClassLabel: 'Stock',
     countries: [
       {
@@ -177,7 +177,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'USD',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 5065.5,
@@ -207,9 +207,9 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 1,
     allocationInPercentage: 0.18762679306394897,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'STOCK' as any,
+    assetSubClass: 'STOCK',
     assetSubClassLabel: 'Stock',
     countries: [
       {
@@ -220,7 +220,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'USD',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 51227.500000005,
@@ -250,9 +250,9 @@ export const holdings: PortfolioPosition[] = [
   {
     activitiesCount: 5,
     allocationInPercentage: 0.053051250766657634,
-    assetClass: 'EQUITY' as any,
+    assetClass: 'EQUITY',
     assetClassLabel: 'Equity',
-    assetSubClass: 'ETF' as any,
+    assetSubClass: 'ETF',
     assetSubClassLabel: 'ETF',
     countries: [
       {
@@ -263,7 +263,7 @@ export const holdings: PortfolioPosition[] = [
       }
     ],
     currency: 'USD',
-    dataSource: 'YAHOO' as any,
+    dataSource: 'YAHOO',
     dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'),
     dividend: 0,
     grossPerformance: 6845.8,

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

@@ -25,7 +25,7 @@ import {
 } from '@angular/core';
 import { DataSource } from '@prisma/client';
 import { Big } from 'big.js';
-import type { TooltipOptions, ChartData } from 'chart.js';
+import type { ChartData, TooltipOptions } from 'chart.js';
 import { LinearScale } from 'chart.js';
 import { Chart, Tooltip } from 'chart.js';
 import { TreemapController, TreemapElement } from 'chartjs-chart-treemap';