From 1499a81c34fe4c740f8babe9da6bd77ce4f8021b Mon Sep 17 00:00:00 2001
From: Ivan Skvortsov <ivanskv2000@gmail.com>
Date: Wed, 23 Oct 2024 14:34:33 +0200
Subject: [PATCH] Added developed-markets rule

---
 .../developed-markets.ts                      | 84 +++++++++++++++++++
 1 file changed, 84 insertions(+)
 create mode 100644 apps/api/src/models/rules/allocation-cluster-risk/developed-markets.ts

diff --git a/apps/api/src/models/rules/allocation-cluster-risk/developed-markets.ts b/apps/api/src/models/rules/allocation-cluster-risk/developed-markets.ts
new file mode 100644
index 000000000..068ebdda3
--- /dev/null
+++ b/apps/api/src/models/rules/allocation-cluster-risk/developed-markets.ts
@@ -0,0 +1,84 @@
+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 { UserSettings } from '@ghostfolio/common/interfaces';
+
+export class AllocationClusterRiskDevelopedMarkets extends Rule<Settings> {
+  private currentValueInBaseCurrency: number;
+  private developedMarketsValueInBaseCurrency: number;
+
+  public constructor(
+    protected exchangeRateDataService: ExchangeRateDataService,
+    currentValueInBaseCurrency: number,
+    developedMarketsValueInBaseCurrency: number
+  ) {
+    super(exchangeRateDataService, {
+      key: AllocationClusterRiskDevelopedMarkets.name,
+      name: 'Developed Markets'
+    });
+
+    this.currentValueInBaseCurrency = currentValueInBaseCurrency;
+    this.developedMarketsValueInBaseCurrency =
+      developedMarketsValueInBaseCurrency;
+  }
+
+  public evaluate(ruleSettings: Settings) {
+    const developedMarketsValueRatio = this.currentValueInBaseCurrency
+      ? this.developedMarketsValueInBaseCurrency /
+        this.currentValueInBaseCurrency
+      : 0;
+
+    if (developedMarketsValueRatio > ruleSettings.thresholdMax) {
+      return {
+        evaluation: `The developed markets contribution of your current investment (${(developedMarketsValueRatio * 100).toPrecision(3)}%) exceeds ${(
+          ruleSettings.thresholdMax * 100
+        ).toPrecision(3)}%`,
+        value: false
+      };
+    } else if (developedMarketsValueRatio < ruleSettings.thresholdMin) {
+      return {
+        evaluation: `The developed markets contribution of your current investment (${(developedMarketsValueRatio * 100).toPrecision(3)}%) is below ${(
+          ruleSettings.thresholdMin * 100
+        ).toPrecision(3)}%`,
+        value: false
+      };
+    }
+
+    return {
+      evaluation: `The developed markets contribution of your current investment (${(developedMarketsValueRatio * 100).toPrecision(3)}%) is within the range of ${(
+        ruleSettings.thresholdMin * 100
+      ).toPrecision(
+        3
+      )}% and ${(ruleSettings.thresholdMax * 100).toPrecision(3)}%`,
+      value: true
+    };
+  }
+
+  public getConfiguration() {
+    return {
+      threshold: {
+        max: 1,
+        min: 0,
+        step: 0.01,
+        unit: '%'
+      },
+      thresholdMax: true,
+      thresholdMin: true
+    };
+  }
+
+  public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings {
+    return {
+      baseCurrency,
+      isActive: xRayRules?.[this.getKey()]?.isActive ?? true,
+      thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.72,
+      thresholdMin: xRayRules?.[this.getKey()]?.thresholdMin ?? 0.68
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: string;
+  thresholdMin: number;
+  thresholdMax: number;
+}