Browse Source

Add benchmarks dialog in markets overview

pull/3493/head
Thomas Kaul 1 year ago
parent
commit
47385c250b
  1. 25
      apps/api/src/app/benchmark/benchmark.controller.ts
  2. 4
      apps/api/src/app/benchmark/benchmark.module.ts
  3. 4
      apps/api/src/app/benchmark/benchmark.service.ts
  4. 4
      apps/client/src/app/components/home-market/home-market.component.ts
  5. 1
      apps/client/src/app/components/home-market/home-market.html
  6. 2
      apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts
  7. 17
      apps/client/src/app/services/data.service.ts
  8. 2
      libs/common/src/lib/interfaces/benchmark.interface.ts
  9. 12
      libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.component.scss
  10. 87
      libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.component.ts
  11. 30
      libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.html
  12. 11
      libs/ui/src/lib/benchmark/benchmark-detail-dialog/interfaces/interfaces.ts
  13. 10
      libs/ui/src/lib/benchmark/benchmark.component.html
  14. 69
      libs/ui/src/lib/benchmark/benchmark.component.ts

25
apps/api/src/app/benchmark/benchmark.controller.ts

@ -1,9 +1,11 @@
import { AdminService } from '@ghostfolio/api/app/admin/admin.service';
import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
import { getInterval } from '@ghostfolio/api/helper/portfolio.helper';
import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
import type {
AdminMarketDataDetails,
BenchmarkMarketDataDetails,
BenchmarkResponse,
UniqueAsset
@ -28,12 +30,14 @@ import { REQUEST } from '@nestjs/core';
import { AuthGuard } from '@nestjs/passport';
import { DataSource } from '@prisma/client';
import { StatusCodes, getReasonPhrase } from 'http-status-codes';
import { pick } from 'lodash';
import { BenchmarkService } from './benchmark.service';
@Controller('benchmark')
export class BenchmarkController {
public constructor(
private readonly adminService: AdminService,
private readonly benchmarkService: BenchmarkService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@ -102,10 +106,27 @@ export class BenchmarkController {
};
}
@Get(':dataSource/:symbol')
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
@UseInterceptors(TransformDataSourceInRequestInterceptor)
@UseInterceptors(TransformDataSourceInResponseInterceptor)
public async getBenchmarkMarketData(
@Param('dataSource') dataSource: DataSource,
@Param('symbol') symbol: string
): Promise<AdminMarketDataDetails> {
const { assetProfile, marketData } =
await this.adminService.getMarketDataBySymbol({ dataSource, symbol });
return {
marketData,
assetProfile: pick(assetProfile, ['dataSource', 'name', 'symbol'])
};
}
@Get(':dataSource/:symbol/:startDateString')
@UseGuards(AuthGuard('jwt'), HasPermissionGuard)
@UseInterceptors(TransformDataSourceInRequestInterceptor)
public async getBenchmarkMarketDataBySymbol(
public async getBenchmarkMarketDataForUser(
@Param('dataSource') dataSource: DataSource,
@Param('startDateString') startDateString: string,
@Param('symbol') symbol: string,
@ -117,7 +138,7 @@ export class BenchmarkController {
);
const userCurrency = this.request.user.Settings.settings.baseCurrency;
return this.benchmarkService.getMarketDataBySymbol({
return this.benchmarkService.getMarketDataForUser({
dataSource,
endDate,
startDate,

4
apps/api/src/app/benchmark/benchmark.module.ts

@ -1,4 +1,6 @@
import { AdminModule } from '@ghostfolio/api/app/admin/admin.module';
import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
@ -18,12 +20,14 @@ import { BenchmarkService } from './benchmark.service';
controllers: [BenchmarkController],
exports: [BenchmarkService],
imports: [
AdminModule,
DataProviderModule,
ExchangeRateDataModule,
MarketDataModule,
PrismaModule,
PropertyModule,
RedisCacheModule,
SubscriptionModule,
SymbolModule,
SymbolProfileModule,
TransformDataSourceInRequestModule,

4
apps/api/src/app/benchmark/benchmark.service.ts

@ -153,6 +153,7 @@ export class BenchmarkService {
}
return {
dataSource: benchmarkAssetProfiles[index].dataSource,
marketCondition: this.getMarketCondition(
performancePercentFromAllTimeHigh
),
@ -163,6 +164,7 @@ export class BenchmarkService {
performancePercent: performancePercentFromAllTimeHigh
}
},
symbol: benchmarkAssetProfiles[index].symbol,
trend50d: benchmarkTrends[index].trend50d,
trend200d: benchmarkTrends[index].trend200d
};
@ -213,7 +215,7 @@ export class BenchmarkService {
.sort((a, b) => a.name.localeCompare(b.name));
}
public async getMarketDataBySymbol({
public async getMarketDataForUser({
dataSource,
endDate = new Date(),
startDate,

4
apps/client/src/app/components/home-market/home-market.component.ts

@ -11,6 +11,7 @@ import {
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
@ -21,6 +22,7 @@ import { takeUntil } from 'rxjs/operators';
})
export class HomeMarketComponent implements OnDestroy, OnInit {
public benchmarks: Benchmark[];
public deviceType: string;
public fearAndGreedIndex: number;
public fearLabel = $localize`Fear`;
public greedLabel = $localize`Greed`;
@ -36,8 +38,10 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private deviceService: DeviceDetectorService,
private userService: UserService
) {
this.deviceType = this.deviceService.getDeviceInfo().deviceType;
this.info = this.dataService.fetchInfo();
this.isLoading = true;

1
apps/client/src/app/components/home-market/home-market.html

@ -32,6 +32,7 @@
<div class="col-xs-12 col-md-8 offset-md-2">
<gf-benchmark
[benchmarks]="benchmarks"
[deviceType]="deviceType"
[locale]="user?.settings?.locale || undefined"
[user]="user"
/>

2
apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@ -285,7 +285,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
this.isLoadingBenchmarkComparator = true;
this.dataService
.fetchBenchmarkBySymbol({
.fetchBenchmarkForUser({
dataSource,
symbol,
range: this.user?.settings?.dateRange,

17
apps/client/src/app/services/data.service.ts

@ -19,6 +19,7 @@ import {
Access,
AccountBalancesResponse,
Accounts,
AdminMarketDataDetails,
BenchmarkMarketDataDetails,
BenchmarkResponse,
Export,
@ -284,7 +285,21 @@ export class DataService {
return this.http.get<Access[]>('/api/v1/access');
}
public fetchBenchmarkBySymbol({
public fetchBenchmark({
dataSource,
symbol
}: UniqueAsset): Observable<AdminMarketDataDetails> {
return this.http.get<any>(`/api/v1/benchmark/${dataSource}/${symbol}`).pipe(
map((data) => {
for (const item of data.marketData) {
item.date = parseISO(item.date);
}
return data;
})
);
}
public fetchBenchmarkForUser({
dataSource,
range,
startDate,

2
libs/common/src/lib/interfaces/benchmark.interface.ts

@ -3,6 +3,7 @@ import { BenchmarkTrend } from '@ghostfolio/common/types/';
import { EnhancedSymbolProfile } from './enhanced-symbol-profile.interface';
export interface Benchmark {
dataSource: EnhancedSymbolProfile['dataSource'];
marketCondition: 'ALL_TIME_HIGH' | 'BEAR_MARKET' | 'NEUTRAL_MARKET';
name: EnhancedSymbolProfile['name'];
performances: {
@ -11,6 +12,7 @@ export interface Benchmark {
performancePercent: number;
};
};
symbol: EnhancedSymbolProfile['symbol'];
trend50d: BenchmarkTrend;
trend200d: BenchmarkTrend;
}

12
libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.component.scss

@ -0,0 +1,12 @@
:host {
display: block;
.mat-mdc-dialog-content {
max-height: unset;
gf-line-chart {
aspect-ratio: 16 / 9;
margin: 0 -0.5rem;
}
}
}

87
libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.component.ts

@ -0,0 +1,87 @@
import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
import { DataService } from '@ghostfolio/client/services/data.service';
import { DATE_FORMAT } from '@ghostfolio/common/helper';
import {
AdminMarketDataDetails,
LineChartItem
} from '@ghostfolio/common/interfaces';
import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
import { CommonModule } from '@angular/common';
import {
CUSTOM_ELEMENTS_SCHEMA,
ChangeDetectionStrategy,
ChangeDetectorRef,
Component,
Inject,
OnDestroy,
OnInit
} from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogModule,
MatDialogRef
} from '@angular/material/dialog';
import { format } from 'date-fns';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { BenchmarkDetailDialogParams } from './interfaces/interfaces';
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
host: { class: 'd-flex flex-column h-100' },
imports: [
CommonModule,
GfDialogFooterModule,
GfDialogHeaderModule,
GfLineChartComponent,
MatDialogModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA],
selector: 'gf-benchmark-detail-dialog',
standalone: true,
styleUrls: ['./benchmark-detail-dialog.component.scss'],
templateUrl: 'benchmark-detail-dialog.html'
})
export class GfBenchmarkDetailDialogComponent implements OnDestroy, OnInit {
public assetProfile: AdminMarketDataDetails['assetProfile'];
public historicalDataItems: LineChartItem[];
private unsubscribeSubject = new Subject<void>();
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
public dialogRef: MatDialogRef<GfBenchmarkDetailDialogComponent>,
@Inject(MAT_DIALOG_DATA) public data: BenchmarkDetailDialogParams
) {}
public ngOnInit() {
this.dataService
.fetchBenchmark({
dataSource: this.data.dataSource,
symbol: this.data.symbol
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ assetProfile, marketData }) => {
this.assetProfile = assetProfile;
this.historicalDataItems = marketData.map(({ date, marketPrice }) => {
return { date: format(date, DATE_FORMAT), value: marketPrice };
});
this.changeDetectorRef.markForCheck();
});
}
public onClose() {
this.dialogRef.close();
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
}

30
libs/ui/src/lib/benchmark/benchmark-detail-dialog/benchmark-detail-dialog.html

@ -0,0 +1,30 @@
<gf-dialog-header
mat-dialog-title
position="center"
[deviceType]="data.deviceType"
[title]="assetProfile?.name"
(closeButtonClicked)="onClose()"
/>
<div class="flex-grow-1" mat-dialog-content>
<div class="container p-0">
<gf-line-chart
benchmarkLabel="Average Unit Price"
class="mb-4"
[colorScheme]="data.colorScheme"
[historicalDataItems]="historicalDataItems"
[isAnimated]="true"
[locale]="data.locale"
[showGradient]="true"
[showXAxis]="true"
[showYAxis]="true"
[symbol]="data.symbol"
/>
</div>
</div>
<gf-dialog-footer
mat-dialog-actions
[deviceType]="data.deviceType"
(closeButtonClicked)="onClose()"
/>

11
libs/ui/src/lib/benchmark/benchmark-detail-dialog/interfaces/interfaces.ts

@ -0,0 +1,11 @@
import { ColorScheme } from '@ghostfolio/common/types';
import { DataSource } from '@prisma/client';
export interface BenchmarkDetailDialogParams {
colorScheme: ColorScheme;
dataSource: DataSource;
deviceType: string;
locale: string;
symbol: string;
}

10
libs/ui/src/lib/benchmark/benchmark.component.html

@ -2,7 +2,15 @@
<ng-container matColumnDef="name">
<th *matHeaderCellDef class="px-2" i18n mat-header-cell>Index</th>
<td *matCellDef="let element" class="px-2" mat-cell>
{{ element?.name }}
<a
[queryParams]="{
benchmarkDetailDialog: true,
dataSource: element.dataSource,
symbol: element.symbol
}"
[routerLink]="[]"
>{{ element?.name }}</a
>
</td>
</ng-container>

69
libs/ui/src/lib/benchmark/benchmark.component.ts

@ -1,6 +1,8 @@
import { getLocale, resolveMarketCondition } from '@ghostfolio/common/helper';
import { Benchmark, User } from '@ghostfolio/common/interfaces';
import { Benchmark, UniqueAsset, User } from '@ghostfolio/common/interfaces';
import { translate } from '@ghostfolio/ui/i18n';
import { GfTrendIndicatorComponent } from '@ghostfolio/ui/trend-indicator';
import { GfValueComponent } from '@ghostfolio/ui/value';
import { CommonModule } from '@angular/common';
import {
@ -8,13 +10,17 @@ import {
ChangeDetectionStrategy,
Component,
Input,
OnChanges
OnChanges,
OnDestroy
} from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { MatTableModule } from '@angular/material/table';
import { ActivatedRoute, Router, RouterModule } from '@angular/router';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
import { Subject, takeUntil } from 'rxjs';
import { GfTrendIndicatorComponent } from '../trend-indicator';
import { GfValueComponent } from '../value';
import { GfBenchmarkDetailDialogComponent } from './benchmark-detail-dialog/benchmark-detail-dialog.component';
import { BenchmarkDetailDialogParams } from './benchmark-detail-dialog/interfaces/interfaces';
@Component({
changeDetection: ChangeDetectionStrategy.OnPush,
@ -23,7 +29,8 @@ import { GfValueComponent } from '../value';
GfTrendIndicatorComponent,
GfValueComponent,
MatTableModule,
NgxSkeletonLoaderModule
NgxSkeletonLoaderModule,
RouterModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA],
selector: 'gf-benchmark',
@ -31,8 +38,9 @@ import { GfValueComponent } from '../value';
styleUrls: ['./benchmark.component.scss'],
templateUrl: './benchmark.component.html'
})
export class GfBenchmarkComponent implements OnChanges {
export class GfBenchmarkComponent implements OnChanges, OnDestroy {
@Input() benchmarks: Benchmark[];
@Input() deviceType: string;
@Input() locale = getLocale();
@Input() user: User;
@ -40,7 +48,28 @@ export class GfBenchmarkComponent implements OnChanges {
public resolveMarketCondition = resolveMarketCondition;
public translate = translate;
public constructor() {}
private unsubscribeSubject = new Subject<void>();
public constructor(
private dialog: MatDialog,
private route: ActivatedRoute,
private router: Router
) {
this.route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (
params['benchmarkDetailDialog'] &&
params['dataSource'] &&
params['symbol']
) {
this.openBenchmarkDetailDialog({
dataSource: params['dataSource'],
symbol: params['symbol']
});
}
});
}
public ngOnChanges() {
if (this.user?.settings?.isExperimentalFeatures) {
@ -54,4 +83,30 @@ export class GfBenchmarkComponent implements OnChanges {
];
}
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private openBenchmarkDetailDialog({ dataSource, symbol }: UniqueAsset) {
const dialogRef = this.dialog.open(GfBenchmarkDetailDialogComponent, {
data: <BenchmarkDetailDialogParams>{
dataSource,
symbol,
colorScheme: this.user?.settings?.colorScheme,
deviceType: this.deviceType,
locale: this.locale
},
height: this.deviceType === 'mobile' ? '97.5vh' : undefined,
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
}
}

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