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Fix static portfolio analysis rules for portfolio with no holdings

pull/7466/head
Thomas Kaul 1 month ago
parent
commit
8a662d837b
  1. 14
      apps/api/src/app/portfolio/portfolio.service.ts

14
apps/api/src/app/portfolio/portfolio.service.ts

@ -1126,6 +1126,8 @@ export class PortfolioService {
withSummary: true
});
const hasOpenHoldings = Object.keys(holdings).length > 0;
const marketsAdvancedTotalInBaseCurrency = getSum(
Object.values(marketsAdvanced).map(({ valueInBaseCurrency }) => {
return new Big(valueInBaseCurrency);
@ -1185,8 +1187,7 @@ export class PortfolioService {
id: 'rule.currencyClusterRisk.category',
languageCode: userSettings.language
}),
rules:
summary.activityCount > 0
rules: hasOpenHoldings
? await this.rulesService.evaluate(
[
new CurrencyClusterRiskBaseCurrencyCurrentInvestment(
@ -1212,8 +1213,7 @@ export class PortfolioService {
id: 'rule.assetClassClusterRisk.category',
languageCode: userSettings.language
}),
rules:
summary.activityCount > 0
rules: hasOpenHoldings
? await this.rulesService.evaluate(
[
new AssetClassClusterRiskEquity(
@ -1266,8 +1266,7 @@ export class PortfolioService {
id: 'rule.economicMarketClusterRisk.category',
languageCode: userSettings.language
}),
rules:
summary.activityCount > 0
rules: hasOpenHoldings
? await this.rulesService.evaluate(
[
new EconomicMarketClusterRiskDevelopedMarkets(
@ -1295,8 +1294,7 @@ export class PortfolioService {
id: 'rule.regionalMarketClusterRisk.category',
languageCode: userSettings.language
}),
rules:
summary.activityCount > 0
rules: hasOpenHoldings
? await this.rulesService.evaluate(
[
new RegionalMarketClusterRiskAsiaPacific(

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