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Merge remote-tracking branch 'origin/main' into feature/extend-holdings-endpoint-for-cash

pull/5650/head
KenTandrian 4 weeks ago
parent
commit
0f90962c63
  1. 3
      CHANGELOG.md
  2. 1
      apps/api/src/app/portfolio/portfolio.controller.ts
  3. 10
      apps/api/src/app/portfolio/portfolio.service.ts
  4. 2
      apps/client/src/app/app-routing.module.ts
  5. 5
      apps/client/src/app/directives/file-drop/file-drop.directive.ts
  6. 9
      apps/client/src/app/directives/file-drop/file-drop.module.ts
  7. 22
      apps/client/src/app/pages/open/open-page-routing.module.ts
  8. 20
      apps/client/src/app/pages/open/open-page.component.ts
  9. 20
      apps/client/src/app/pages/open/open-page.module.ts
  10. 15
      apps/client/src/app/pages/open/open-page.routes.ts
  11. 4
      apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts
  12. 27
      apps/client/src/app/pages/portfolio/fire/fire-page.component.ts
  13. 4
      apps/client/src/app/pages/portfolio/fire/fire-page.html
  14. 3
      libs/common/src/lib/interfaces/fire-wealth.interface.ts
  15. 2
      libs/common/src/lib/interfaces/index.ts
  16. 3
      libs/common/src/lib/interfaces/portfolio-summary.interface.ts

3
CHANGELOG.md

@ -14,6 +14,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Improved the usability of the _Cancel_ / _Close_ buttons in the create watchlist item dialog
- Refactored the `fireWealth` from `number` type to a structured object in the summary of the portfolio details endpoint
- Refactored the _Open Startup_ (`/open`) page to standalone
- Refactored the file drop directive to standalone
- Refactored the symbol pipe to standalone
### Fixed

1
apps/api/src/app/portfolio/portfolio.controller.ts

@ -195,7 +195,6 @@ export class PortfolioController {
'excludedAccountsAndActivities',
'fees',
'filteredValueInBaseCurrency',
'fireWealth',
'grossPerformance',
'grossPerformanceWithCurrencyEffect',
'interest',

10
apps/api/src/app/portfolio/portfolio.service.ts

@ -2138,9 +2138,13 @@ export class PortfolioService {
filteredValueInPercentage: netWorth
? filteredValueInBaseCurrency.div(netWorth).toNumber()
: undefined,
fireWealth: new Big(currentValueInBaseCurrency)
.minus(emergencyFundHoldingsValueInBaseCurrency)
.toNumber(),
fireWealth: {
today: {
valueInBaseCurrency: new Big(currentValueInBaseCurrency)
.minus(emergencyFundHoldingsValueInBaseCurrency)
.toNumber()
}
},
grossPerformance: new Big(netPerformance).plus(fees).toNumber(),
grossPerformanceWithCurrencyEffect: new Big(
netPerformanceWithCurrencyEffect

2
apps/client/src/app/app-routing.module.ts

@ -94,7 +94,7 @@ const routes: Routes = [
{
path: publicRoutes.openStartup.path,
loadChildren: () =>
import('./pages/open/open-page.module').then((m) => m.OpenPageModule)
import('./pages/open/open-page.routes').then((m) => m.routes)
},
{
path: internalRoutes.portfolio.path,

5
apps/client/src/app/directives/file-drop/file-drop.directive.ts

@ -1,10 +1,9 @@
import { Directive, EventEmitter, HostListener, Output } from '@angular/core';
@Directive({
selector: '[gfFileDrop]',
standalone: false
selector: '[gfFileDrop]'
})
export class FileDropDirective {
export class GfFileDropDirective {
@Output() filesDropped = new EventEmitter<FileList>();
@HostListener('dragenter', ['$event']) onDragEnter(event: DragEvent) {

9
apps/client/src/app/directives/file-drop/file-drop.module.ts

@ -1,9 +0,0 @@
import { NgModule } from '@angular/core';
import { FileDropDirective } from './file-drop.directive';
@NgModule({
declarations: [FileDropDirective],
exports: [FileDropDirective]
})
export class GfFileDropModule {}

22
apps/client/src/app/pages/open/open-page-routing.module.ts

@ -1,22 +0,0 @@
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { publicRoutes } from '@ghostfolio/common/routes/routes';
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { OpenPageComponent } from './open-page.component';
const routes: Routes = [
{
canActivate: [AuthGuard],
component: OpenPageComponent,
path: '',
title: publicRoutes.openStartup.title
}
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class OpenPageRoutingModule {}

20
apps/client/src/app/pages/open/open-page.component.ts

@ -1,18 +1,28 @@
import { DataService } from '@ghostfolio/client/services/data.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { Statistics, User } from '@ghostfolio/common/interfaces';
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { GfValueComponent } from '@ghostfolio/ui/value';
import { CommonModule } from '@angular/common';
import {
ChangeDetectorRef,
Component,
CUSTOM_ELEMENTS_SCHEMA,
OnDestroy,
OnInit
} from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { Subject, takeUntil } from 'rxjs';
@Component({
host: { class: 'page' },
imports: [CommonModule, GfValueComponent, MatCardModule],
schemas: [CUSTOM_ELEMENTS_SCHEMA],
selector: 'gf-open-page',
styleUrls: ['./open-page.scss'],
templateUrl: './open-page.html',
standalone: false
templateUrl: './open-page.html'
})
export class OpenPageComponent implements OnDestroy, OnInit {
export class GfOpenPageComponent implements OnDestroy, OnInit {
public statistics: Statistics;
public user: User;

20
apps/client/src/app/pages/open/open-page.module.ts

@ -1,20 +0,0 @@
import { GfValueComponent } from '@ghostfolio/ui/value';
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { OpenPageRoutingModule } from './open-page-routing.module';
import { OpenPageComponent } from './open-page.component';
@NgModule({
declarations: [OpenPageComponent],
imports: [
CommonModule,
GfValueComponent,
MatCardModule,
OpenPageRoutingModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class OpenPageModule {}

15
apps/client/src/app/pages/open/open-page.routes.ts

@ -0,0 +1,15 @@
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { publicRoutes } from '@ghostfolio/common/routes/routes';
import { Routes } from '@angular/router';
import { GfOpenPageComponent } from './open-page.component';
export const routes: Routes = [
{
canActivate: [AuthGuard],
component: GfOpenPageComponent,
path: '',
title: publicRoutes.openStartup.title
}
];

4
apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@ -4,7 +4,7 @@ import { CreateAssetProfileWithMarketDataDto } from '@ghostfolio/api/app/import/
import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
import { GfDialogFooterComponent } from '@ghostfolio/client/components/dialog-footer/dialog-footer.component';
import { GfDialogHeaderComponent } from '@ghostfolio/client/components/dialog-header/dialog-header.component';
import { GfFileDropModule } from '@ghostfolio/client/directives/file-drop/file-drop.module';
import { GfFileDropDirective } from '@ghostfolio/client/directives/file-drop/file-drop.directive';
import { GfSymbolPipe } from '@ghostfolio/client/pipes/symbol/symbol.pipe';
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
@ -62,7 +62,7 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
GfActivitiesTableComponent,
GfDialogFooterComponent,
GfDialogHeaderComponent,
GfFileDropModule,
GfFileDropDirective,
GfSymbolPipe,
IonIcon,
MatButtonModule,

27
apps/client/src/app/pages/portfolio/fire/fire-page.component.ts

@ -1,7 +1,7 @@
import { DataService } from '@ghostfolio/client/services/data.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import { User } from '@ghostfolio/common/interfaces';
import { FireWealth, User } from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { GfFireCalculatorComponent } from '@ghostfolio/ui/fire-calculator';
import { GfPremiumIndicatorComponent } from '@ghostfolio/ui/premium-indicator';
@ -29,7 +29,7 @@ import { takeUntil } from 'rxjs/operators';
})
export class GfFirePageComponent implements OnDestroy, OnInit {
public deviceType: string;
public fireWealth: Big;
public fireWealth: FireWealth;
public hasImpersonationId: boolean;
public hasPermissionToUpdateUserSettings: boolean;
public isLoading = false;
@ -55,17 +55,24 @@ export class GfFirePageComponent implements OnDestroy, OnInit {
.fetchPortfolioDetails()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ summary }) => {
this.fireWealth = summary.fireWealth
? new Big(summary.fireWealth)
: new Big(0);
this.fireWealth = {
today: {
valueInBaseCurrency: summary.fireWealth
? summary.fireWealth.today.valueInBaseCurrency
: 0
}
};
if (this.user.subscription?.type === 'Basic') {
this.fireWealth = new Big(10000);
this.fireWealth = {
today: {
valueInBaseCurrency: 10000
}
};
}
this.withdrawalRatePerYear = this.fireWealth.mul(
this.user.settings.safeWithdrawalRate
);
this.withdrawalRatePerYear = Big(
this.fireWealth.today.valueInBaseCurrency
).mul(this.user.settings.safeWithdrawalRate);
this.withdrawalRatePerMonth = this.withdrawalRatePerYear.div(12);

4
apps/client/src/app/pages/portfolio/fire/fire-page.html

@ -14,7 +14,7 @@
[colorScheme]="user?.settings?.colorScheme"
[currency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[fireWealth]="fireWealth?.toNumber()"
[fireWealth]="fireWealth?.today.valueInBaseCurrency"
[hasPermissionToUpdateUserSettings]="
!hasImpersonationId && hasPermissionToUpdateUserSettings
"
@ -100,7 +100,7 @@
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="fireWealth?.toNumber()"
[value]="fireWealth?.today.valueInBaseCurrency"
/>
</span>
<ng-container>&nbsp;</ng-container>

3
libs/common/src/lib/interfaces/fire-wealth.interface.ts

@ -0,0 +1,3 @@
export interface FireWealth {
today: { valueInBaseCurrency: number };
}

2
libs/common/src/lib/interfaces/index.ts

@ -19,6 +19,7 @@ import type { EnhancedSymbolProfile } from './enhanced-symbol-profile.interface'
import type { Export } from './export.interface';
import type { FilterGroup } from './filter-group.interface';
import type { Filter } from './filter.interface';
import type { FireWealth } from './fire-wealth.interface';
import type { HistoricalDataItem } from './historical-data-item.interface';
import type { HoldingWithParents } from './holding-with-parents.interface';
import type { Holding } from './holding.interface';
@ -104,6 +105,7 @@ export {
Export,
Filter,
FilterGroup,
FireWealth,
HistoricalDataItem,
HistoricalResponse,
Holding,

3
libs/common/src/lib/interfaces/portfolio-summary.interface.ts

@ -1,3 +1,4 @@
import { FireWealth } from './fire-wealth.interface';
import { PortfolioPerformance } from './portfolio-performance.interface';
export interface PortfolioSummary extends PortfolioPerformance {
@ -16,7 +17,7 @@ export interface PortfolioSummary extends PortfolioPerformance {
fees: number;
filteredValueInBaseCurrency?: number;
filteredValueInPercentage?: number;
fireWealth: number;
fireWealth: FireWealth;
grossPerformance: number;
grossPerformanceWithCurrencyEffect: number;
interest: number;

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