Feature/combine name and symbol column in holdings table (#1514)

* Combine name and symbol column

* Update changelog

CHANGELOG.md

@@ -12,6 +12,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Added support to disable user sign up in the admin control panel
 - Extended the glossary of the resources page by _Deflation_, _Inflation_ and _Stagflation_
 
+### Changed
+
+- Combined the name and symbol column in the holdings table (former positions table)
+
 ## 1.218.0 - 2022-12-12
 
 ### Added

apps/client/src/app/components/accounts-table/accounts-table.component.scss

@@ -3,12 +3,6 @@
 :host {
   display: block;
 
-  ::ng-deep {
-    .mat-form-field-infix {
-      border-top: 0 solid transparent !important;
-    }
-  }
-
   .mat-table {
     td {
       &.mat-footer-cell {

apps/client/src/app/components/positions-table/positions-table.component.html

@@ -1,173 +0,0 @@
-<table
-  class="gf-table w-100"
-  mat-table
-  matSort
-  matSortActive="allocationCurrent"
-  matSortDirection="desc"
-  [dataSource]="dataSource"
->
-  <ng-container matColumnDef="icon">
-    <th *matHeaderCellDef class="px-1" mat-header-cell></th>
-    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
-      <gf-symbol-icon
-        [dataSource]="element.dataSource"
-        [symbol]="element.symbol"
-        [tooltip]="element.name"
-      ></gf-symbol-icon>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="symbol">
-    <th *matHeaderCellDef class="px-1" mat-header-cell mat-sort-header>
-      <ng-container i18n>Symbol</ng-container>
-    </th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      <span [title]="element.name">{{ element.symbol | gfSymbol }}</span>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="name">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell px-1"
-      mat-header-cell
-      mat-sort-header
-    >
-      <ng-container i18n>Name</ng-container>
-    </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
-      <ng-container *ngIf="element.name !== element.symbol">{{
-        element.name
-      }}</ng-container>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="dateOfFirstActivity">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-end px-1"
-      mat-header-cell
-      mat-sort-header
-    >
-      <ng-container i18n>First Activity</ng-container>
-    </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
-      <div class="d-flex justify-content-end">
-        <gf-value
-          [isDate]="element.dateOfFirstActivity ? true : false"
-          [locale]="locale"
-          [value]="element.dateOfFirstActivity ?? ''"
-        ></gf-value>
-      </div>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="value">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell justify-content-end px-1"
-      mat-header-cell
-      mat-sort-header
-    >
-      <ng-container i18n>Value</ng-container>
-    </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
-      <div class="d-flex justify-content-end">
-        <gf-value
-          [isCurrency]="true"
-          [locale]="locale"
-          [value]="isLoading ? undefined : element.value"
-        ></gf-value>
-      </div>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="allocationCurrent">
-    <th
-      *matHeaderCellDef
-      class="justify-content-end px-1"
-      mat-header-cell
-      mat-sort-header
-    >
-      <ng-container i18n>Allocation</ng-container>
-    </th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      <div class="d-flex justify-content-end">
-        <gf-value
-          [isPercent]="true"
-          [locale]="locale"
-          [value]="isLoading ? undefined : element.allocationCurrent"
-        ></gf-value>
-      </div>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="performance">
-    <th
-      *matHeaderCellDef
-      class="d-none d-lg-table-cell px-1 text-right"
-      mat-header-cell
-      mat-sort-header="netPerformancePercent"
-    >
-      <ng-container i18n>Performance</ng-container>
-    </th>
-    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
-      <div class="d-flex justify-content-end">
-        <gf-value
-          [colorizeSign]="true"
-          [isPercent]="true"
-          [locale]="locale"
-          [value]="isLoading ? undefined : element.netPerformancePercent"
-        ></gf-value>
-      </div>
-    </td>
-  </ng-container>
-
-  <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
-  <tr
-    *matRowDef="let row; columns: displayedColumns"
-    mat-row
-    [ngClass]="{
-      'cursor-pointer':
-        hasPermissionToShowValues &&
-        !ignoreAssetSubClasses.includes(row.assetSubClass)
-    }"
-    (click)="
-      hasPermissionToShowValues &&
-        !ignoreAssetSubClasses.includes(row.assetSubClass) &&
-        onOpenPositionDialog({ dataSource: row.dataSource, symbol: row.symbol })
-    "
-  ></tr>
-</table>
-
-<ngx-skeleton-loader
-  *ngIf="isLoading"
-  animation="pulse"
-  class="px-4 py-3"
-  [theme]="{
-    height: '1.5rem',
-    width: '100%'
-  }"
-></ngx-skeleton-loader>
-
-<div
-  *ngIf="dataSource.data.length > pageSize && !isLoading"
-  class="my-3 text-center"
->
-  <button mat-stroked-button (click)="onShowAllPositions()">
-    <ng-container i18n>Show all</ng-container>
-  </button>
-</div>
-
-<div
-  *ngIf="
-    dataSource.data.length === 0 && hasPermissionToCreateActivity && !isLoading
-  "
-  class="p-3 text-center"
->
-  <gf-no-transactions-info-indicator
-    [hasBorder]="false"
-  ></gf-no-transactions-info-indicator>
-</div>
-
-<mat-paginator class="d-none" [pageSize]="pageSize"></mat-paginator>

apps/client/src/app/components/positions-table/positions-table.component.scss

@@ -1,33 +0,0 @@
-@import '~apps/client/src/styles/ghostfolio-style';
-
-:host {
-  display: block;
-
-  ::ng-deep {
-    .mat-form-field-infix {
-      border-top: 0 solid transparent !important;
-    }
-  }
-
-  .mat-table {
-    th {
-      ::ng-deep {
-        .mat-sort-header-container {
-          justify-content: inherit;
-        }
-      }
-    }
-
-    .mat-row {
-      &.cursor-pointer {
-        cursor: pointer;
-      }
-    }
-  }
-}
-
-:host-context(.is-dark-theme) {
-  .mat-form-field {
-    color: rgba(var(--light-primary-text));
-  }
-}

apps/client/src/app/pages/portfolio/holdings/holdings-page.html

@@ -12,13 +12,13 @@
   </div>
   <div class="row">
     <div class="col-lg">
-      <gf-positions-table
+      <gf-holdings-table
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"
         [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
         [locale]="user?.settings?.locale"
         [positions]="positionsArray"
-      ></gf-positions-table>
+      ></gf-holdings-table>
       <div
         *ngIf="hasPermissionToCreateOrder && positionsArray?.length > 0"
         class="text-center"

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

@@ -1,7 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
-import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
+import { GfHoldingsTableModule } from '@ghostfolio/ui/holdings-table/holdings-table.module';
 import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
 
 import { HoldingsPageRoutingModule } from './holdings-page-routing.module';
@@ -12,7 +12,7 @@ import { HoldingsPageComponent } from './holdings-page.component';
   imports: [
     CommonModule,
     GfActivitiesFilterModule,
-    GfPositionsTableModule,
+    GfHoldingsTableModule,
     HoldingsPageRoutingModule,
     MatButtonModule
   ],

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

@@ -115,12 +115,12 @@
   </div>
   <div class="row">
     <div class="col-lg">
-      <gf-positions-table
+      <gf-holdings-table
         pageSize="7"
         [deviceType]="deviceType"
         [hasPermissionToShowValues]="false"
         [positions]="positionsArray"
-      ></gf-positions-table>
+      ></gf-holdings-table>
     </div>
   </div>
   <div class="row my-5">

apps/client/src/app/pages/public/public-page.module.ts

@@ -2,7 +2,7 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
-import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
+import { GfHoldingsTableModule } from '@ghostfolio/ui/holdings-table/holdings-table.module';
 import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
@@ -14,8 +14,8 @@ import { PublicPageComponent } from './public-page.component';
   declarations: [PublicPageComponent],
   imports: [
     CommonModule,
+    GfHoldingsTableModule,
     GfPortfolioProportionChartModule,
-    GfPositionsTableModule,
     GfValueModule,
     GfWorldMapChartModule,
     MatButtonModule,

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

@@ -0,0 +1,184 @@
+<div class="holdings">
+  <table
+    class="gf-table w-100"
+    mat-table
+    matSort
+    matSortActive="allocationCurrent"
+    matSortDirection="desc"
+    [dataSource]="dataSource"
+  >
+    <ng-container matColumnDef="icon">
+      <th *matHeaderCellDef class="px-1" mat-header-cell></th>
+      <td *matCellDef="let element" class="px-1 text-center" mat-cell>
+        <gf-symbol-icon
+          [dataSource]="element.dataSource"
+          [symbol]="element.symbol"
+          [tooltip]="element.name"
+        ></gf-symbol-icon>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="nameWithSymbol">
+      <th
+        *matHeaderCellDef
+        class="px-1"
+        mat-header-cell
+        mat-sort-header="symbol"
+      >
+        <ng-container i18n>Name</ng-container>
+      </th>
+      <td *matCellDef="let element" class="px-1" mat-cell>
+        <div *ngIf="element.name !== element.symbol" class="text-truncate">
+          {{ element.name }}
+        </div>
+        <div>
+          <small class="text-muted">{{ element.symbol }}</small>
+        </div>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="dateOfFirstActivity">
+      <th
+        *matHeaderCellDef
+        class="d-none d-lg-table-cell justify-content-end px-1"
+        mat-header-cell
+        mat-sort-header
+      >
+        <ng-container i18n>First Activity</ng-container>
+      </th>
+      <td
+        *matCellDef="let element"
+        class="d-none d-lg-table-cell px-1"
+        mat-cell
+      >
+        <div class="d-flex justify-content-end">
+          <gf-value
+            [isDate]="element.dateOfFirstActivity ? true : false"
+            [locale]="locale"
+            [value]="element.dateOfFirstActivity ?? ''"
+          ></gf-value>
+        </div>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="value">
+      <th
+        *matHeaderCellDef
+        class="d-none d-lg-table-cell justify-content-end px-1"
+        mat-header-cell
+        mat-sort-header
+      >
+        <ng-container i18n>Value</ng-container>
+      </th>
+      <td
+        *matCellDef="let element"
+        class="d-none d-lg-table-cell px-1"
+        mat-cell
+      >
+        <div class="d-flex justify-content-end">
+          <gf-value
+            [isCurrency]="true"
+            [locale]="locale"
+            [value]="isLoading ? undefined : element.value"
+          ></gf-value>
+        </div>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="allocationCurrent">
+      <th
+        *matHeaderCellDef
+        class="justify-content-end px-1"
+        mat-header-cell
+        mat-sort-header
+      >
+        <ng-container i18n>Allocation</ng-container>
+      </th>
+      <td *matCellDef="let element" class="px-1" mat-cell>
+        <div class="d-flex justify-content-end">
+          <gf-value
+            [isPercent]="true"
+            [locale]="locale"
+            [value]="isLoading ? undefined : element.allocationCurrent"
+          ></gf-value>
+        </div>
+      </td>
+    </ng-container>
+
+    <ng-container matColumnDef="performance">
+      <th
+        *matHeaderCellDef
+        class="d-none d-lg-table-cell px-1 text-right"
+        mat-header-cell
+        mat-sort-header="netPerformancePercent"
+      >
+        <ng-container i18n>Performance</ng-container>
+      </th>
+      <td
+        *matCellDef="let element"
+        class="d-none d-lg-table-cell px-1"
+        mat-cell
+      >
+        <div class="d-flex justify-content-end">
+          <gf-value
+            [colorizeSign]="true"
+            [isPercent]="true"
+            [locale]="locale"
+            [value]="isLoading ? undefined : element.netPerformancePercent"
+          ></gf-value>
+        </div>
+      </td>
+    </ng-container>
+
+    <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
+    <tr
+      *matRowDef="let row; columns: displayedColumns"
+      mat-row
+      [ngClass]="{
+        'cursor-pointer':
+          hasPermissionToShowValues &&
+          !ignoreAssetSubClasses.includes(row.assetSubClass)
+      }"
+      (click)="
+        hasPermissionToShowValues &&
+          !ignoreAssetSubClasses.includes(row.assetSubClass) &&
+          onOpenPositionDialog({
+            dataSource: row.dataSource,
+            symbol: row.symbol
+          })
+      "
+    ></tr>
+  </table>
+</div>
+
+<mat-paginator class="d-none" [pageSize]="pageSize"></mat-paginator>
+
+<ngx-skeleton-loader
+  *ngIf="isLoading"
+  animation="pulse"
+  class="px-4 py-3"
+  [theme]="{
+    height: '1.5rem',
+    width: '100%'
+  }"
+></ngx-skeleton-loader>
+
+<div
+  *ngIf="dataSource.data.length > pageSize && !isLoading"
+  class="my-3 text-center"
+>
+  <button mat-stroked-button (click)="onShowAllPositions()">
+    <ng-container i18n>Show all</ng-container>
+  </button>
+</div>
+
+<div
+  *ngIf="
+    dataSource.data.length === 0 && hasPermissionToCreateActivity && !isLoading
+  "
+  class="p-3 text-center"
+>
+  <gf-no-transactions-info-indicator
+    [hasBorder]="false"
+  ></gf-no-transactions-info-indicator>
+</div>

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

@@ -0,0 +1,25 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  .holdings {
+    overflow-x: auto;
+
+    .mat-table {
+      th {
+        ::ng-deep {
+          .mat-sort-header-container {
+            justify-content: inherit;
+          }
+        }
+      }
+
+      .mat-row {
+        &.cursor-pointer {
+          cursor: pointer;
+        }
+      }
+    }
+  }
+}

apps/client/src/app/components/positions-table/positions-table.component.ts → libs/ui/src/lib/holdings-table/holdings-table.component.ts

@@ -19,12 +19,12 @@ import { AssetClass, Order as OrderModel } from '@prisma/client';
 import { Subject, Subscription } from 'rxjs';
 
 @Component({
-  selector: 'gf-positions-table',
   changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './positions-table.component.html',
-  styleUrls: ['./positions-table.component.scss']
+  selector: 'gf-holdings-table',
+  styleUrls: ['./holdings-table.component.scss'],
+  templateUrl: './holdings-table.component.html'
 })
-export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
+export class HoldingsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
   @Input() hasPermissionToCreateActivity: boolean;
@@ -56,7 +56,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
   public ngOnInit() {}
 
   public ngOnChanges() {
-    this.displayedColumns = ['icon', 'symbol', 'name', 'dateOfFirstActivity'];
+    this.displayedColumns = ['icon', 'nameWithSymbol', 'dateOfFirstActivity'];
 
     if (this.hasPermissionToShowValues) {
       this.displayedColumns.push('value');

apps/client/src/app/components/positions-table/positions-table.module.ts → libs/ui/src/lib/holdings-table/holdings-table.module.ts

@@ -8,17 +8,17 @@ import { MatSortModule } from '@angular/material/sort';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
 import { GfPositionDetailDialogModule } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.module';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfNoTransactionsInfoModule } from '@ghostfolio/ui/no-transactions-info';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
-import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
-import { PositionsTableComponent } from './positions-table.component';
+import { HoldingsTableComponent } from './holdings-table.component';
 
 @NgModule({
-  declarations: [PositionsTableComponent],
-  exports: [PositionsTableComponent],
+  declarations: [HoldingsTableComponent],
+  exports: [HoldingsTableComponent],
   imports: [
     CommonModule,
     GfNoTransactionsInfoModule,
@@ -37,4 +37,4 @@ import { PositionsTableComponent } from './positions-table.component';
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
-export class GfPositionsTableModule {}
+export class GfHoldingsTableModule {}