Task/improve type filter of activities table component to only list activity types in use (#7602)

* Limit type filter in activities table component to used types

* Update changelog

CHANGELOG.md

@@ -9,9 +9,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Improved the type filter of the activities table on the activities page to only list the activity types in use (experimental)
 - Improved the permission selector with icons in the create or update access dialog
 - Extracted the access level icon to a reusable component
 - Disabled the telemetry in the _Storybook_ setup
+- Improved the indexes of the order database table
 - Upgraded the `Node.js` engine from version `>=22.18.0` to `>=22.22.3` (`package.json`)
 
 ### Fixed

apps/api/src/app/portfolio/portfolio.service.spec.ts

@@ -247,7 +247,7 @@ describe('PortfolioService', () => {
 
       jest.spyOn(userService, 'user').mockResolvedValue({
         accounts: [],
-        activityCount: 0,
+        activitiesCount: 0,
         dataProviderGhostfolioDailyRequests: 0,
         id: userDummyData.id,
         settings: {

apps/api/src/app/user/user.service.ts

@@ -129,8 +129,7 @@ export class UserService {
     const [
       access,
       accounts,
-      activitiesCount,
-      firstActivity,
+      activitiesGroupedByType,
       impersonationUser,
       tagsForUser
     ] = await Promise.all([
@@ -150,13 +149,10 @@ export class UserService {
           userId: impersonationUserId || user.id
         }
       }),
-      this.prismaService.order.count({
-        where: { userId: impersonationUserId || user.id }
-      }),
-      this.prismaService.order.findFirst({
-        orderBy: {
-          date: 'asc'
-        },
+      this.prismaService.order.groupBy({
+        _min: { date: true },
+        by: ['type'],
+        orderBy: { _min: { date: 'asc' } },
         where: { userId: impersonationUserId || user.id }
       }),
       impersonationUserId
@@ -165,6 +161,19 @@ export class UserService {
       this.tagService.getTagsForUser(impersonationUserId || user.id)
     ]);
 
+    const activitiesCount = impersonationUserId
+      ? (impersonationUser?.activitiesCount ?? 0)
+      : (user.activitiesCount ?? 0);
+
+    const activityTypes = activitiesGroupedByType.map(({ type }) => {
+      return type;
+    });
+
+    // The groupBy is ordered by the minimum date, thus the first group
+    // carries the date of the first activity
+    const dateOfFirstActivity =
+      activitiesGroupedByType[0]?._min.date ?? new Date();
+
     const resolvedUserSettings = resolveUserSettings({
       impersonationUserSettings: impersonationUser?.settings
         ?.settings as UserSettings,
@@ -209,6 +218,8 @@ export class UserService {
 
     return {
       activitiesCount,
+      activityTypes,
+      dateOfFirstActivity,
       id,
       permissions,
       referralPartners,
@@ -226,7 +237,6 @@ export class UserService {
       accounts: accounts.sort((a, b) => {
         return a.name.toLowerCase().localeCompare(b.name.toLowerCase());
       }),
-      dateOfFirstActivity: firstActivity?.date ?? new Date(),
       settings: {
         ...resolvedUserSettings,
         baseCurrency: resolvedUserSettings.baseCurrency ?? DEFAULT_CURRENCY,
@@ -324,6 +334,7 @@ export class UserService {
     const user: UserWithSettings = {
       accessToken,
       accounts,
+      activitiesCount,
       authChallenge,
       createdAt,
       id,
@@ -332,7 +343,6 @@ export class UserService {
       settings: settings as UserWithSettings['settings'],
       thirdPartyId,
       updatedAt,
-      activityCount: analytics?.activityCount,
       dataProviderGhostfolioDailyRequests:
         analytics?.dataProviderGhostfolioDailyRequests ?? 0
     };

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

@@ -649,11 +649,9 @@ export class GfHoldingDetailDialogComponent implements OnInit {
       .postActivity(activity)
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(() => {
-        this.router.navigate(
-          internalRoutes.portfolio.subRoutes.activities.routerLink
-        );
+        this.userService.get(true).subscribe();
 
-        this.dialogRef.close();
+        this.navigateToActivities();
       });
   }
 
@@ -729,4 +727,12 @@ export class GfHoldingDetailDialogComponent implements OnInit {
       { id: this.data.symbol, type: 'SYMBOL' }
     ];
   }
+
+  private navigateToActivities() {
+    this.router.navigate(
+      internalRoutes.portfolio.subRoutes.activities.routerLink
+    );
+
+    this.dialogRef.close();
+  }
 }

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

@@ -3,6 +3,7 @@
     <div class="col">
       <h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Activities</h1>
       <gf-activities-table
+        [activityTypes]="user?.activityTypes"
         [baseCurrency]="user?.settings?.baseCurrency"
         [dataSource]="dataSource"
         [deviceType]="deviceType"

libs/common/src/lib/interfaces/user.interface.ts

@@ -1,7 +1,7 @@
 import { SubscriptionType } from '@ghostfolio/common/enums';
 import { AccountWithPlatform } from '@ghostfolio/common/types';
 
-import { Access, Tag } from '@prisma/client';
+import { Access, Tag, Type as ActivityType } from '@prisma/client';
 
 import { ReferralPartner } from './referral-partner.interface';
 import { SubscriptionOffer } from './subscription-offer.interface';
@@ -13,6 +13,7 @@ export interface User {
   access: Pick<Access, 'alias' | 'id' | 'scopes'>[];
   accounts: AccountWithPlatform[];
   activitiesCount: number;
+  activityTypes: ActivityType[];
   dateOfFirstActivity: Date;
   id: string;
   permissions: string[];

libs/common/src/lib/types/user-with-settings.type.ts

@@ -6,7 +6,7 @@ import { Account, Settings, User } from '@prisma/client';
 // TODO: Compare with User interface
 export type UserWithSettings = User & {
   accounts: Account[];
-  activityCount: number;
+  activitiesCount: number;
   dataProviderGhostfolioDailyRequests: number;
   permissions?: string[];
   settings: Settings & { settings: UserSettings };

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

@@ -2,14 +2,11 @@
   class="align-items-center d-flex justify-content-end justify-content-lg-between"
 >
   <div class="d-none d-lg-flex">
-    @if (hasPermissionToFilterByType) {
+    @if (hasPermissionToFilterByType && activityTypeOptions().length > 1) {
       <mat-form-field appearance="outline" class="without-hint">
         <mat-label i18n>Type</mat-label>
         <mat-select multiple [formControl]="typesFilter">
-          @for (
-            activityType of activityTypesTranslationMap | keyvalue: sortByValue;
-            track activityType.key
-          ) {
+          @for (activityType of activityTypeOptions(); track activityType.key) {
             <mat-option [value]="activityType.key">
               {{ activityType.value }}
             </mat-option>

libs/ui/src/lib/activities-table/activities-table.component.stories.ts

@@ -483,6 +483,7 @@ export const Actions: Story = {
 export const Toolbar: Story = {
   args: {
     dataSource,
+    activityTypes: ['BUY', 'DIVIDEND', 'SELL'],
     baseCurrency: 'USD',
     deviceType: 'desktop',
     hasActivities: true,

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -141,7 +141,6 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
   @ViewChild(MatPaginator) paginator: MatPaginator;
   @ViewChild(MatSort) sort: MatSort;
 
-  public activityTypesTranslationMap = new Map<ActivityType, string>();
   public hasDrafts = false;
   public hasErrors = false;
   public isDraftActivity = isDraftActivity;
@@ -149,6 +148,7 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
   public selectedRows = new SelectionModel<Activity>(true, []);
   public typesFilter = new FormControl<string[]>([]);
 
+  public readonly activityTypes = input<ActivityType[]>([]);
   public readonly dataSource = input.required<
     MatTableDataSource<Activity> | undefined
   >();
@@ -175,6 +175,16 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
     return routerLinks;
   });
 
+  protected readonly activityTypeOptions = computed(() => {
+    return (this.activityTypes() ?? [])
+      .map((activityType) => {
+        return { key: activityType, value: translate(activityType) };
+      })
+      .sort((a, b) => {
+        return a.value.localeCompare(b.value);
+      });
+  });
+
   protected readonly displayedColumns = computed(() => {
     let columns = [
       'select',
@@ -222,13 +232,6 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
   private readonly notificationService = inject(NotificationService);
 
   public constructor(private destroyRef: DestroyRef) {
-    for (const type of Object.keys(ActivityType) as ActivityType[]) {
-      this.activityTypesTranslationMap.set(
-        ActivityType[type],
-        translate(ActivityType[type])
-      );
-    }
-
     addIcons({
       alertCircleOutline,
       calendarClearOutline,
@@ -386,13 +389,6 @@ export class GfActivitiesTableComponent implements AfterViewInit, OnInit {
     });
   }
 
-  public sortByValue(
-    a: { key: ActivityType; value: string },
-    b: { key: ActivityType; value: string }
-  ) {
-    return a.value.localeCompare(b.value);
-  }
-
   public toggleAllRows() {
     if (this.areAllRowsSelected()) {
       this.selectedRows.clear();

prisma/migrations/20260822000000_updated_indexes_of_order/migration.sql

@@ -0,0 +1,17 @@
+-- DropIndex
+DROP INDEX "Order_symbolProfileId_idx";
+
+-- DropIndex
+DROP INDEX "Order_type_idx";
+
+-- DropIndex
+DROP INDEX "Order_userId_idx";
+
+-- CreateIndex
+CREATE INDEX "Order_symbolProfileId_date_idx" ON "Order"("symbolProfileId", "date");
+
+-- CreateIndex
+CREATE INDEX "Order_userId_date_idx" ON "Order"("userId", "date");
+
+-- CreateIndex
+CREATE INDEX "Order_userId_type_date_idx" ON "Order"("userId", "type", "date");

prisma/schema.prisma

@@ -195,9 +195,9 @@ model Order {
 
   @@index([accountId])
   @@index([date])
-  @@index([symbolProfileId])
-  @@index([type])
-  @@index([userId])
+  @@index([symbolProfileId, date])
+  @@index([userId, date])
+  @@index([userId, type, date])
 }
 
 model Platform {