Add date range support

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

@@ -290,6 +290,7 @@ export class PortfolioController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('holdingType') filterByHoldingType?: string,
     @Query('query') filterBySearchQuery?: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioHoldingsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
@@ -301,6 +302,7 @@ export class PortfolioController {
     });
 
     const { holdings } = await this.portfolioService.getDetails({
+      dateRange,
       filters,
       impersonationId,
       userId: this.request.user.id

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.component.ts

@@ -122,7 +122,8 @@ export class AccountDetailDialog implements OnDestroy, OnInit {
             type: 'ACCOUNT',
             id: this.data.accountId
           }
-        ]
+        ],
+        range: 'max'
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ holdings }) => {

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

@@ -123,7 +123,8 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
     }
 
     return this.dataService.fetchPortfolioHoldings({
-      filters
+      filters,
+      range: this.user?.settings?.dateRange
     });
   }
 

apps/client/src/app/services/data.service.ts

@@ -464,13 +464,18 @@ export class DataService {
   }
 
   public fetchPortfolioHoldings({
-    filters
+    filters,
+    range
   }: {
     filters?: Filter[];
-  } = {}) {
+    range: DateRange;
+  }) {
+    let params = this.buildFiltersAsQueryParams({ filters });
+    params = params.append('range', range);
+
     return this.http
       .get<PortfolioHoldingsResponse>('/api/v1/portfolio/holdings', {
-        params: this.buildFiltersAsQueryParams({ filters })
+        params
       })
       .pipe(
         map((response) => {