mirror of https://github.com/ghostfolio/ghostfolio
Thomas Kaul
7 months ago
committed by
GitHub
GitHub
26 changed files with 519 additions and 103 deletions
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import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; |
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import { Rule } from '@ghostfolio/api/models/rule'; |
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import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
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import { UserSettings } from '@ghostfolio/common/interfaces'; |
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export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> { |
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private currentValueInBaseCurrency: number; |
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private northAmericaValueInBaseCurrency: number; |
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public constructor( |
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protected exchangeRateDataService: ExchangeRateDataService, |
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currentValueInBaseCurrency: number, |
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valueInBaseCurrency |
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) { |
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super(exchangeRateDataService, { |
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key: RegionalMarketClusterRiskNorthAmerica.name, |
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name: 'North America' |
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}); |
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this.currentValueInBaseCurrency = currentValueInBaseCurrency; |
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this.northAmericaValueInBaseCurrency = valueInBaseCurrency; |
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} |
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public evaluate(ruleSettings: Settings) { |
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const northAmericaMarketValueRatio = this.currentValueInBaseCurrency |
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? this.northAmericaValueInBaseCurrency / this.currentValueInBaseCurrency |
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: 0; |
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if (northAmericaMarketValueRatio > ruleSettings.thresholdMax) { |
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return { |
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evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) exceeds ${( |
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ruleSettings.thresholdMax * 100 |
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).toPrecision(3)}%`,
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value: false |
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}; |
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} else if (northAmericaMarketValueRatio < ruleSettings.thresholdMin) { |
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return { |
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evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is below ${( |
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ruleSettings.thresholdMin * 100 |
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).toPrecision(3)}%`,
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value: false |
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}; |
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} |
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return { |
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evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is within the range of ${( |
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ruleSettings.thresholdMin * 100 |
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).toPrecision( |
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3 |
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)}% and ${(ruleSettings.thresholdMax * 100).toPrecision(3)}%`,
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value: true |
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}; |
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} |
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public getConfiguration() { |
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return { |
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threshold: { |
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max: 1, |
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min: 0, |
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step: 0.01, |
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unit: '%' |
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}, |
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thresholdMax: true, |
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thresholdMin: true |
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}; |
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} |
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public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings { |
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return { |
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baseCurrency, |
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isActive: xRayRules?.[this.getKey()]?.isActive ?? true, |
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thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.69, |
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thresholdMin: xRayRules?.[this.getKey()]?.thresholdMin ?? 0.65 |
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}; |
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} |
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} |
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interface Settings extends RuleSettings { |
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baseCurrency: string; |
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thresholdMin: number; |
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thresholdMax: number; |
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} |
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