mirror of https://github.com/ghostfolio/ghostfolio
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* Extend Public API with portfolio performance metrics endpoint * Update changelogpull/3792/head
Thomas Kaul
4 months ago
committed by
GitHub
GitHub
14 changed files with 275 additions and 111 deletions
@ -0,0 +1,134 @@ |
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import { AccessService } from '@ghostfolio/api/app/access/access.service'; |
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import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
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import { UserService } from '@ghostfolio/api/app/user/user.service'; |
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import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor'; |
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import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service'; |
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import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
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import { DEFAULT_CURRENCY } from '@ghostfolio/common/config'; |
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import { getSum } from '@ghostfolio/common/helper'; |
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import { PublicPortfolioResponse } from '@ghostfolio/common/interfaces'; |
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import type { RequestWithUser } from '@ghostfolio/common/types'; |
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import { |
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Controller, |
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Get, |
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HttpException, |
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Inject, |
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Param, |
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UseInterceptors |
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} from '@nestjs/common'; |
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import { REQUEST } from '@nestjs/core'; |
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import { Big } from 'big.js'; |
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import { StatusCodes, getReasonPhrase } from 'http-status-codes'; |
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@Controller('public') |
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export class PublicController { |
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public constructor( |
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private readonly accessService: AccessService, |
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private readonly configurationService: ConfigurationService, |
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private readonly exchangeRateDataService: ExchangeRateDataService, |
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private readonly portfolioService: PortfolioService, |
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@Inject(REQUEST) private readonly request: RequestWithUser, |
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private readonly userService: UserService |
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) {} |
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@Get(':accessId/portfolio') |
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@UseInterceptors(TransformDataSourceInResponseInterceptor) |
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public async getPublicPortfolio( |
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@Param('accessId') accessId |
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): Promise<PublicPortfolioResponse> { |
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const access = await this.accessService.access({ id: accessId }); |
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if (!access) { |
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throw new HttpException( |
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getReasonPhrase(StatusCodes.NOT_FOUND), |
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StatusCodes.NOT_FOUND |
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); |
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} |
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let hasDetails = true; |
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const user = await this.userService.user({ |
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id: access.userId |
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}); |
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if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) { |
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hasDetails = user.subscription.type === 'Premium'; |
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} |
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const [ |
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{ holdings }, |
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{ performance: performance1d }, |
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{ performance: performanceMax }, |
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{ performance: performanceYtd } |
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] = await Promise.all([ |
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this.portfolioService.getDetails({ |
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filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }], |
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impersonationId: access.userId, |
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userId: user.id, |
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withMarkets: true |
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}), |
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...['1d', 'max', 'ytd'].map((dateRange) => { |
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return this.portfolioService.getPerformance({ |
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dateRange, |
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impersonationId: undefined, |
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userId: user.id |
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}); |
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}) |
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]); |
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const publicPortfolioResponse: PublicPortfolioResponse = { |
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hasDetails, |
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alias: access.alias, |
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holdings: {}, |
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performance: { |
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'1d': { |
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relativeChange: |
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performance1d.netPerformancePercentageWithCurrencyEffect |
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}, |
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max: { |
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relativeChange: |
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performanceMax.netPerformancePercentageWithCurrencyEffect |
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}, |
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ytd: { |
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relativeChange: |
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performanceYtd.netPerformancePercentageWithCurrencyEffect |
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} |
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} |
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}; |
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const totalValue = getSum( |
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Object.values(holdings).map(({ currency, marketPrice, quantity }) => { |
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return new Big( |
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this.exchangeRateDataService.toCurrency( |
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quantity * marketPrice, |
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currency, |
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this.request.user?.Settings?.settings.baseCurrency ?? |
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DEFAULT_CURRENCY |
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) |
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); |
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}) |
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).toNumber(); |
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for (const [symbol, portfolioPosition] of Object.entries(holdings)) { |
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publicPortfolioResponse.holdings[symbol] = { |
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allocationInPercentage: |
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portfolioPosition.valueInBaseCurrency / totalValue, |
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countries: hasDetails ? portfolioPosition.countries : [], |
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currency: hasDetails ? portfolioPosition.currency : undefined, |
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dataSource: portfolioPosition.dataSource, |
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dateOfFirstActivity: portfolioPosition.dateOfFirstActivity, |
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markets: hasDetails ? portfolioPosition.markets : undefined, |
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name: portfolioPosition.name, |
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netPerformancePercentWithCurrencyEffect: |
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portfolioPosition.netPerformancePercentWithCurrencyEffect, |
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sectors: hasDetails ? portfolioPosition.sectors : [], |
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symbol: portfolioPosition.symbol, |
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url: portfolioPosition.url, |
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valueInPercentage: portfolioPosition.valueInBaseCurrency / totalValue |
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}; |
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} |
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return publicPortfolioResponse; |
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} |
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} |
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@ -0,0 +1,49 @@ |
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import { AccessModule } from '@ghostfolio/api/app/access/access.module'; |
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import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service'; |
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import { AccountService } from '@ghostfolio/api/app/account/account.service'; |
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import { OrderModule } from '@ghostfolio/api/app/order/order.module'; |
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import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory'; |
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import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service'; |
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import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
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import { RulesService } from '@ghostfolio/api/app/portfolio/rules.service'; |
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import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; |
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import { UserModule } from '@ghostfolio/api/app/user/user.module'; |
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import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module'; |
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import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; |
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import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module'; |
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import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module'; |
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import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
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import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
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import { PortfolioSnapshotQueueModule } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.module'; |
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import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
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import { Module } from '@nestjs/common'; |
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import { PublicController } from './public.controller'; |
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@Module({ |
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controllers: [PublicController], |
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imports: [ |
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AccessModule, |
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DataProviderModule, |
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ExchangeRateDataModule, |
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ImpersonationModule, |
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MarketDataModule, |
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OrderModule, |
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PortfolioSnapshotQueueModule, |
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PrismaModule, |
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RedisCacheModule, |
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SymbolProfileModule, |
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TransformDataSourceInRequestModule, |
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UserModule |
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], |
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providers: [ |
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AccountBalanceService, |
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AccountService, |
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CurrentRateService, |
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PortfolioCalculatorFactory, |
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PortfolioService, |
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RulesService |
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] |
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}) |
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export class PublicModule {} |
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