Feature/add filter on activities types

apps/api/src/app/activities/activities.controller.ts

@@ -13,6 +13,7 @@ import {
   HEADER_KEY_IMPERSONATION
 } from '@ghostfolio/common/config';
 import { CreateOrderDto, UpdateOrderDto } from '@ghostfolio/common/dtos';
+import { splitStringToArray } from '@ghostfolio/common/helper';
 import {
   ActivitiesResponse,
   ActivityResponse
@@ -37,7 +38,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { Order, Prisma } from '@prisma/client';
+import { Order, Prisma, Type as ActivityType } from '@prisma/client';
 import { parseISO } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -120,8 +121,13 @@ export class ActivitiesController {
     @Query('sortDirection') sortDirection?: Prisma.SortOrder,
     @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string,
-    @Query('take') take?: number
+    @Query('take') take?: number,
+    @Query('types') filterByTypes?: string
   ): Promise<ActivitiesResponse> {
+    const types = filterByTypes
+      ? (splitStringToArray(filterByTypes) as ActivityType[])
+      : undefined;
+
     let endDate: Date;
     let startDate: Date;
 
@@ -147,6 +153,7 @@ export class ActivitiesController {
       sortColumn,
       sortDirection,
       startDate,
+      types,
       userCurrency,
       includeDrafts: true,
       skip: isNaN(skip) ? undefined : skip,

apps/api/src/app/export/export.controller.ts

@@ -2,6 +2,7 @@ import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard'
 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 { ApiService } from '@ghostfolio/api/services/api/api.service';
+import { splitStringToArray } from '@ghostfolio/common/helper';
 import { ExportResponse } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
@@ -15,6 +16,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { Type as ActivityType } from '@prisma/client';
 
 import { ExportService } from './export.service';
 
@@ -36,7 +38,8 @@ export class ExportController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('dataSource') filterByDataSource?: string,
     @Query('symbol') filterBySymbol?: string,
-    @Query('tags') filterByTags?: string
+    @Query('tags') filterByTags?: string,
+    @Query('types') filterByTypes?: string
   ): Promise<ExportResponse> {
     const activityIds = filterByActivityIds?.split(',') ?? [];
     const filters = this.apiService.buildFiltersFromQueryParams({
@@ -46,10 +49,14 @@ export class ExportController {
       filterBySymbol,
       filterByTags
     });
+    const types = filterByTypes
+      ? (splitStringToArray(filterByTypes) as ActivityType[])
+      : undefined;
 
     return this.exportService.export({
       activityIds,
       filters,
+      types,
       userId: this.request.user.id,
       userSettings: this.request.user.settings.settings
     });

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

@@ -10,7 +10,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
-import { Platform, Prisma } from '@prisma/client';
+import { Platform, Prisma, Type as ActivityType } from '@prisma/client';
 import { groupBy, uniqBy } from 'lodash';
 
 @Injectable()
@@ -25,11 +25,13 @@ export class ExportService {
   public async export({
     activityIds,
     filters,
+    types,
     userId,
     userSettings
   }: {
     activityIds?: string[];
     filters?: Filter[];
+    types?: ActivityType[];
     userId: string;
     userSettings: UserSettings;
   }): Promise<ExportResponse> {
@@ -40,6 +42,7 @@ export class ExportService {
 
     let { activities } = await this.activitiesService.getActivities({
       filters,
+      types,
       userId,
       includeDrafts: true,
       sortColumn: 'date',

apps/api/src/services/api/api.service.ts

@@ -1,3 +1,4 @@
+import { splitStringToArray } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 
 import { Injectable } from '@nestjs/common';
@@ -23,14 +24,14 @@ export class ApiService {
     filterBySymbol?: string;
     filterByTags?: string;
   }): Filter[] {
-    const accountIds = filterByAccounts?.split(',') ?? [];
+    const accountIds = splitStringToArray(filterByAccounts);
-    const assetClasses = filterByAssetClasses?.split(',') ?? [];
+    const assetClasses = splitStringToArray(filterByAssetClasses);
-    const assetSubClasses = filterByAssetSubClasses?.split(',') ?? [];
+    const assetSubClasses = splitStringToArray(filterByAssetSubClasses);
     const dataSource = filterByDataSource;
     const holdingType = filterByHoldingType;
     const searchQuery = filterBySearchQuery?.toLowerCase();
     const symbol = filterBySymbol;
-    const tagIds = filterByTags?.split(',') ?? [];
+    const tagIds = splitStringToArray(filterByTags);
 
     const filters = [
       ...accountIds.map((accountId) => {

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

@@ -54,11 +54,13 @@ import { ImportActivitiesDialogParams } from './import-activities-dialog/interfa
   templateUrl: './activities-page.html'
 })
 export class GfActivitiesPageComponent implements OnInit {
+  public activityTypeFilter: string[] = [];
   public dataSource: MatTableDataSource<Activity>;
   public deviceType: string;
   public hasImpersonationId: boolean;
   public hasPermissionToCreateActivity: boolean;
   public hasPermissionToDeleteActivity: boolean;
+  public hasPermissionToFilterByType = true;
   public pageIndex = 0;
   public pageSize = DEFAULT_PAGE_SIZE;
   public routeQueryParams: Subscription;
@@ -145,7 +147,10 @@ export class GfActivitiesPageComponent implements OnInit {
         skip: this.pageIndex * this.pageSize,
         sortColumn: this.sortColumn,
         sortDirection: this.sortDirection,
-        take: this.pageSize
+        take: this.pageSize,
+        types: this.activityTypeFilter.length
+          ? this.activityTypeFilter
+          : undefined
       })
       .pipe(takeUntilDestroyed(this.destroyRef))
       .subscribe(({ activities, count }) => {
@@ -217,7 +222,12 @@ export class GfActivitiesPageComponent implements OnInit {
     let fetchExportParams: any = { activityIds };
 
     if (!activityIds) {
-      fetchExportParams = { filters: this.userService.getFilters() };
+      fetchExportParams = {
+        filters: this.userService.getFilters(),
+        types: this.activityTypeFilter.length
+          ? this.activityTypeFilter
+          : undefined
+      };
     }
 
     this.dataService
@@ -310,6 +320,12 @@ export class GfActivitiesPageComponent implements OnInit {
       });
   }
 
+  public onTypesFilterChanged(types: string[]) {
+    this.activityTypeFilter = types;
+    this.pageIndex = 0;
+    this.fetchActivities();
+  }
+
   public onSortChanged({ active, direction }: Sort) {
     this.pageIndex = 0;
     this.sortColumn = active;

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

@@ -10,6 +10,7 @@
         [hasPermissionToCreateActivity]="hasPermissionToCreateActivity"
         [hasPermissionToDeleteActivity]="hasPermissionToDeleteActivity"
         [hasPermissionToExportActivities]="!hasImpersonationId"
+        [hasPermissionToFilterByType]="hasPermissionToFilterByType"
         [locale]="user?.settings?.locale"
         [pageIndex]="pageIndex"
         [pageSize]="pageSize"
@@ -32,6 +33,7 @@
         (importDividends)="onImportDividends()"
         (pageChanged)="onChangePage($event)"
         (sortChanged)="onSortChanged($event)"
+        (typesFilterChanged)="onTypesFilterChanged($event)"
       />
     </div>
   </div>

libs/common/src/lib/helper.spec.ts

@@ -1,6 +1,7 @@
 import {
   extractNumberFromString,
-  getNumberFormatGroup
+  getNumberFormatGroup,
+  splitStringToArray
 } from '@ghostfolio/common/helper';
 
 describe('Helper', () => {
@@ -116,4 +117,22 @@ describe('Helper', () => {
       expect(getNumberFormatGroup()).toEqual(',');
     });
   });
+
+  describe('splitStringToArray', () => {
+    it('should split a comma-separated string', () => {
+      expect(splitStringToArray('a,b,c')).toEqual(['a', 'b', 'c']);
+    });
+
+    it('should return a single-element array for a string without commas', () => {
+      expect(splitStringToArray('a')).toEqual(['a']);
+    });
+
+    it('should return an empty array for undefined', () => {
+      expect(splitStringToArray(undefined)).toEqual([]);
+    });
+
+    it('should return an empty array for no argument', () => {
+      expect(splitStringToArray()).toEqual([]);
+    });
+  });
 });

libs/common/src/lib/helper.ts

@@ -463,6 +463,10 @@ export function resolveFearAndGreedIndex(aValue: number) {
   }
 }
 
+export function splitStringToArray(aString?: string): string[] {
+  return aString?.split(',') ?? [];
+}
+
 export function resolveMarketCondition(
   aMarketCondition: Benchmark['marketCondition']
 ) {

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

@@ -1,3 +1,21 @@
+@if (hasPermissionToFilterByType) {
+  <div class="d-none d-lg-flex">
+    <mat-form-field appearance="outline" class="without-hint">
+      <mat-label i18n>Type</mat-label>
+      <mat-select multiple [formControl]="typesFilter">
+        @for (
+          activityType of activityTypes | keyvalue;
+          track activityType.key
+        ) {
+          <mat-option [value]="activityType.key">
+            {{ activityType.value }}
+          </mat-option>
+        }
+      </mat-select>
+    </mat-form-field>
+  </div>
+}
+
 @if (hasPermissionToCreateActivity) {
   <div class="d-flex justify-content-end">
     <button

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

@@ -29,14 +29,17 @@ import {
   inject,
   input
 } from '@angular/core';
+import { FormControl, ReactiveFormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCheckboxModule } from '@angular/material/checkbox';
+import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatMenuModule } from '@angular/material/menu';
 import {
   MatPaginator,
   MatPaginatorModule,
   PageEvent
 } from '@angular/material/paginator';
+import { MatSelectModule } from '@angular/material/select';
 import {
   MatSort,
   MatSortModule,
@@ -46,6 +49,7 @@ import {
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { IonIcon } from '@ionic/angular/standalone';
+import { Type as ActivityType } from '@prisma/client';
 import { isUUID } from 'class-validator';
 import { addIcons } from 'ionicons';
 import {
@@ -82,11 +86,14 @@ import { GfValueComponent } from '../value/value.component';
     IonIcon,
     MatButtonModule,
     MatCheckboxModule,
+    MatFormFieldModule,
     MatMenuModule,
     MatPaginatorModule,
+    MatSelectModule,
     MatSortModule,
     MatTableModule,
     MatTooltipModule,
+    ReactiveFormsModule,
     NgxSkeletonLoaderModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA],
@@ -103,6 +110,7 @@ export class GfActivitiesTableComponent
   @Input() hasPermissionToCreateActivity: boolean;
   @Input() hasPermissionToDeleteActivity: boolean;
   @Input() hasPermissionToExportActivities: boolean;
+  @Input() hasPermissionToFilterByType = false;
   @Input() hasPermissionToOpenDetails = true;
   @Input() locale = getLocale();
   @Input() pageIndex: number;
@@ -125,14 +133,24 @@ export class GfActivitiesTableComponent
   @Output() pageChanged = new EventEmitter<PageEvent>();
   @Output() selectedActivities = new EventEmitter<Activity[]>();
   @Output() sortChanged = new EventEmitter<Sort>();
+  @Output() typesFilterChanged = new EventEmitter<string[]>();
 
   @ViewChild(MatPaginator) paginator: MatPaginator;
   @ViewChild(MatSort) sort: MatSort;
 
+  public readonly activityTypes: Record<ActivityType, string> = {
+    [ActivityType.BUY]: $localize`Buy`,
+    [ActivityType.DIVIDEND]: $localize`Dividend`,
+    [ActivityType.FEE]: $localize`Fee`,
+    [ActivityType.INTEREST]: $localize`Interest`,
+    [ActivityType.LIABILITY]: $localize`Liability`,
+    [ActivityType.SELL]: $localize`Sell`
+  };
   public hasDrafts = false;
   public hasErrors = false;
   public isUUID = isUUID;
   public selectedRows = new SelectionModel<Activity>(true, []);
+  public typesFilter = new FormControl<string[]>([]);
 
   public readonly dataSource = input.required<
     MatTableDataSource<Activity> | undefined
@@ -214,6 +232,12 @@ export class GfActivitiesTableComponent
           this.selectedActivities.emit(selectedRows.source.selected);
         });
     }
+
+    this.typesFilter.valueChanges
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((types) => {
+        this.typesFilterChanged.emit(types ?? []);
+      });
   }
 
   public ngAfterViewInit() {

libs/ui/src/lib/services/data.service.ts

@@ -214,7 +214,8 @@ export class DataService {
     skip,
     sortColumn,
     sortDirection,
-    take
+    take,
+    types
   }: {
     filters?: Filter[];
     range?: DateRange;
@@ -222,6 +223,7 @@ export class DataService {
     sortColumn?: string;
     sortDirection?: SortDirection;
     take?: number;
+    types?: string[];
   }): Observable<ActivitiesResponse> {
     let params = this.buildFiltersAsQueryParams({ filters });
 
@@ -245,6 +247,10 @@ export class DataService {
       params = params.append('take', take);
     }
 
+    if (types?.length) {
+      params = params.append('types', types.join(','));
+    }
+
     return this.http.get<any>('/api/v1/activities', { params }).pipe(
       map(({ activities, count }) => {
         for (const activity of activities) {
@@ -411,10 +417,12 @@ export class DataService {
 
   public fetchExport({
     activityIds,
-    filters
+    filters,
+    types
   }: {
     activityIds?: string[];
     filters?: Filter[];
+    types?: string[];
   } = {}) {
     let params = this.buildFiltersAsQueryParams({ filters });
 
@@ -422,6 +430,10 @@ export class DataService {
       params = params.append('activityIds', activityIds.join(','));
     }
 
+    if (types?.length) {
+      params = params.append('types', types.join(','));
+    }
+
     return this.http.get<ExportResponse>('/api/v1/export', {
       params
     });

prisma/migrations/20260321200654_add_index_on_order_type/migration.sql

@@ -0,0 +1,2 @@
+-- CreateIndex
+CREATE INDEX "Order_type_idx" ON "Order"("type");

prisma/schema.prisma

@@ -158,6 +158,7 @@ model Order {
   @@index([accountId])
   @@index([date])
   @@index([isDraft])
+  @@index([type])
   @@index([userId])
 }