Feature/improve activities import (#1531)

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

@@ -7,6 +7,7 @@ import {
 } from '@angular/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { MatSnackBar } from '@angular/material/snack-bar';
+import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
 import { isArray } from 'lodash';
 import { Subject } from 'rxjs';
@@ -20,8 +21,11 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
   templateUrl: 'import-activities-dialog.html'
 })
 export class ImportActivitiesDialog implements OnDestroy {
+  public activities: Activity[] = [];
   public details: any[] = [];
   public errorMessages: string[] = [];
+  public isFileSelected = false;
+  public selectedActivities: Activity[] = [];
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -39,13 +43,47 @@ export class ImportActivitiesDialog implements OnDestroy {
     this.dialogRef.close();
   }
 
-  public onImport() {
+  public async onImportActivities() {
+    try {
+      this.snackBar.open('⏳ ' + $localize`Importing data...`);
+
+      await this.importActivitiesService.importSelectedActivities(
+        this.selectedActivities
+      );
+
+      this.snackBar.open(
+        '✅ ' + $localize`Import has been completed`,
+        undefined,
+        {
+          duration: 3000
+        }
+      );
+    } catch (error) {
+      this.snackBar.open(
+        $localize`Oops! Something went wrong.` +
+          ' ' +
+          $localize`Please try again later.`,
+        $localize`Okay`,
+        { duration: 3000 }
+      );
+    } finally {
+      this.dialogRef.close();
+    }
+  }
+
+  public onReset() {
+    this.details = [];
+    this.errorMessages = [];
+    this.isFileSelected = false;
+  }
+
+  public onSelectFile() {
     const input = document.createElement('input');
     input.accept = 'application/JSON, .csv';
     input.type = 'file';
 
     input.onchange = (event) => {
-      this.snackBar.open('⏳ ' + $localize`Importing data...`);
+      this.snackBar.open('⏳ ' + $localize`Validating data...`);
 
       // Getting the file reference
       const file = (event.target as HTMLInputElement).files[0];
@@ -80,11 +118,10 @@ export class ImportActivitiesDialog implements OnDestroy {
             }
 
             try {
-              await this.importActivitiesService.importJson({
-                content: content.activities
+              this.activities = await this.importActivitiesService.importJson({
+                content: content.activities,
+                dryRun: true
               });
-
-              this.handleImportSuccess();
             } catch (error) {
               console.error(error);
               this.handleImportError({ error, activities: content.activities });
@@ -93,12 +130,11 @@ export class ImportActivitiesDialog implements OnDestroy {
             return;
           } else if (file.name.endsWith('.csv')) {
             try {
-              await this.importActivitiesService.importCsv({
+              this.activities = await this.importActivitiesService.importCsv({
+                dryRun: true,
                 fileContent,
                 userAccounts: this.data.user.accounts
               });
-
-              this.handleImportSuccess();
             } catch (error) {
               console.error(error);
               this.handleImportError({
@@ -119,6 +155,10 @@ export class ImportActivitiesDialog implements OnDestroy {
             activities: [],
             error: { error: { message: ['Unexpected format'] } }
           });
+        } finally {
+          this.isFileSelected = true;
+          this.snackBar.dismiss();
+          this.changeDetectorRef.markForCheck();
         }
       };
     };
@@ -126,9 +166,8 @@ export class ImportActivitiesDialog implements OnDestroy {
     input.click();
   }
 
-  public onReset() {
-    this.details = [];
-    this.errorMessages = [];
+  public updateSelection(data: Activity[]) {
+    this.selectedActivities = data;
   }
 
   public ngOnDestroy() {
@@ -143,8 +182,6 @@ export class ImportActivitiesDialog implements OnDestroy {
     activities: any[];
     error: any;
   }) {
-    this.snackBar.dismiss();
-
     this.errorMessages = error?.error?.message;
 
     for (const message of this.errorMessages) {
@@ -161,16 +198,4 @@ export class ImportActivitiesDialog implements OnDestroy {
 
     this.changeDetectorRef.markForCheck();
   }
-
-  private handleImportSuccess() {
-    this.snackBar.open(
-      '✅ ' + $localize`Import has been completed`,
-      undefined,
-      {
-        duration: 3000
-      }
-    );
-
-    this.dialogRef.close();
-  }
 }

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.html

@@ -6,13 +6,13 @@
 ></gf-dialog-header>
 
 <div class="flex-grow-1" mat-dialog-content>
-  <ng-container *ngIf="errorMessages.length === 0">
+  <ng-container *ngIf="!isFileSelected">
     <div class="d-flex justify-content-center flex-column">
       <button
         class="py-3"
         color="primary"
         mat-stroked-button
-        (click)="onImport()"
+        (click)="onSelectFile()"
       >
         <ion-icon class="mr-2" name="cloud-upload-outline"></ion-icon>
         <span i18n>Choose File</span>
@@ -33,37 +33,68 @@
       </p>
     </div>
   </ng-container>
-  <ng-container *ngIf="errorMessages.length > 0">
-    <mat-accordion displayMode="flat">
-      <mat-expansion-panel
-        *ngFor="let message of errorMessages; let i = index"
-        [disabled]="!details[i]"
-      >
-        <mat-expansion-panel-header class="pl-1">
-          <mat-panel-title>
-            <div class="d-flex">
-              <div class="align-items-center d-flex mr-2">
-                <ion-icon name="warning-outline"></ion-icon>
+  <ng-container *ngIf="isFileSelected">
+    <ng-container *ngIf="errorMessages.length === 0; else errorMessage">
+      <gf-activities-table
+        [activities]="activities"
+        [baseCurrency]="data?.user?.settings?.baseCurrency"
+        [deviceType]="data?.deviceType"
+        [hasPermissionToCreateActivity]="false"
+        [hasPermissionToExportActivities]="false"
+        [hasPermissionToFilter]="false"
+        [hasPermissionToImportActivities]="false"
+        [hasPermissionToOpenDetails]="false"
+        [locale]="data?.user?.settings?.locale"
+        [showActions]="false"
+        [showCheckbox]="true"
+        [showSymbolColumn]="false"
+        (selectedActivities)="updateSelection($event)"
+      ></gf-activities-table>
+    </ng-container>
+    <ng-template #errorMessage>
+      <mat-accordion displayMode="flat">
+        <mat-expansion-panel
+          *ngFor="let message of errorMessages; let i = index"
+          [disabled]="!details[i]"
+        >
+          <mat-expansion-panel-header class="pl-1">
+            <mat-panel-title>
+              <div class="d-flex">
+                <div class="align-items-center d-flex mr-2">
+                  <ion-icon name="warning-outline"></ion-icon>
+                </div>
+                <div>{{ message }}</div>
               </div>
-              <div>{{ message }}</div>
-            </div>
-          </mat-panel-title>
-        </mat-expansion-panel-header>
-        <pre
-          *ngIf="details[i]"
-          class="m-0"
-        ><code>{{ details[i] | json }}</code></pre>
-      </mat-expansion-panel>
-    </mat-accordion>
-    <div class="mt-2">
-      <button mat-button (click)="onReset()">
-        <ion-icon class="mr-2" name="arrow-back-outline"></ion-icon>
-        <span i18n>Back</span>
-      </button>
-    </div>
+            </mat-panel-title>
+          </mat-expansion-panel-header>
+          <pre
+            *ngIf="details[i]"
+            class="m-0"
+          ><code>{{ details[i] | json }}</code></pre>
+        </mat-expansion-panel>
+      </mat-accordion>
+      <div class="mt-2">
+        <button mat-button (click)="onReset()">
+          <ion-icon class="mr-2" name="arrow-back-outline"></ion-icon>
+          <span i18n>Back</span>
+        </button>
+      </div>
+    </ng-template>
   </ng-container>
 </div>
 
+<div *ngIf="isFileSelected" class="justify-content-end" mat-dialog-actions>
+  <button i18n mat-button (click)="onCancel()">Cancel</button>
+  <button
+    color="primary"
+    mat-flat-button
+    [disabled]="!selectedActivities?.length"
+    (click)="onImportActivities()"
+  >
+    <ng-container i18n>Import</ng-container>
+  </button>
+</div>
+
 <gf-dialog-footer
   mat-dialog-actions
   [deviceType]="data.deviceType"

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.module.ts

@@ -3,6 +3,7 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { MatExpansionModule } from '@angular/material/expansion';
+import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
 
@@ -12,6 +13,7 @@ import { ImportActivitiesDialog } from './import-activities-dialog.component';
   declarations: [ImportActivitiesDialog],
   imports: [
     CommonModule,
+    GfActivitiesTableModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
     MatButtonModule,

apps/client/src/app/services/import-activities.service.ts

@@ -1,6 +1,7 @@
 import { HttpClient } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
+import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { Account, DataSource, Type } from '@prisma/client';
 import { isMatch, parse, parseISO } from 'date-fns';
 import { isFinite } from 'lodash';
@@ -25,12 +26,14 @@ export class ImportActivitiesService {
   public constructor(private http: HttpClient) {}
 
   public async importCsv({
+    dryRun = false,
     fileContent,
     userAccounts
   }: {
+    dryRun?: boolean;
     fileContent: string;
     userAccounts: Account[];
-  }) {
+  }): Promise<Activity[]> {
     const content = csvToJson(fileContent, {
       dynamicTyping: true,
       header: true,
@@ -52,14 +55,23 @@ export class ImportActivitiesService {
       });
     }
 
-    await this.importJson({ content: activities });
+    return await this.importJson({ content: activities, dryRun });
   }
 
-  public importJson({ content }: { content: CreateOrderDto[] }): Promise<void> {
+  public importJson({
+    content,
+    dryRun = false
+  }: {
+    content: CreateOrderDto[];
+    dryRun?: boolean;
+  }): Promise<Activity[]> {
     return new Promise((resolve, reject) => {
-      this.postImport({
-        activities: content
-      })
+      this.postImport(
+        {
+          activities: content
+        },
+        dryRun
+      )
         .pipe(
           catchError((error) => {
             reject(error);
@@ -67,13 +79,35 @@ export class ImportActivitiesService {
           })
         )
         .subscribe({
-          next: () => {
-            resolve();
+          next: (data) => {
+            resolve(data.activities);
           }
         });
     });
   }
 
+  public importSelectedActivities(
+    selectedActivities: Activity[]
+  ): Promise<Activity[]> {
+    const importData: CreateOrderDto[] = [];
+    for (const activity of selectedActivities) {
+      importData.push(this.convertToCreateOrderDto(activity));
+    }
+    return this.importJson({ content: importData });
+  }
+
+  private convertToCreateOrderDto(aActivity: Activity): CreateOrderDto {
+    return {
+      currency: aActivity.SymbolProfile.currency,
+      date: aActivity.date.toString(),
+      fee: aActivity.fee,
+      quantity: aActivity.quantity,
+      symbol: aActivity.SymbolProfile.symbol,
+      type: aActivity.type,
+      unitPrice: aActivity.unitPrice
+    };
+  }
+
   private lowercaseKeys(aObject: any) {
     return Object.keys(aObject).reduce((acc, key) => {
       acc[key.toLowerCase()] = aObject[key];
@@ -301,7 +335,13 @@ export class ImportActivitiesService {
     };
   }
 
-  private postImport(aImportData: { activities: CreateOrderDto[] }) {
-    return this.http.post<void>('/api/v1/import', aImportData);
+  private postImport(
+    aImportData: { activities: CreateOrderDto[] },
+    dryRun = false
+  ) {
+    return this.http.post<{ activities: Activity[] }>(
+      `/api/v1/import?dryRun=${dryRun}`,
+      aImportData
+    );
   }
 }

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

@@ -15,6 +15,26 @@
     matSortDirection="desc"
     [dataSource]="dataSource"
   >
+    <ng-container matColumnDef="select">
+      <th *matHeaderCellDef class="px-1" mat-header-cell>
+        <mat-checkbox
+          class="mt-2"
+          [checked]="selectedRows.hasValue() && areAllRowsSelected()"
+          [indeterminate]="selectedRows.hasValue() && !areAllRowsSelected()"
+          (change)="$event ? toggleAllRows() : null"
+        ></mat-checkbox>
+      </th>
+      <td *matCellDef="let element" class="px-1" mat-cell>
+        <mat-checkbox
+          class="mt-2"
+          [checked]="selectedRows.isSelected(element)"
+          (change)="$event ? selectedRows.toggle(element) : null"
+          (click)="$event.stopPropagation()"
+        ></mat-checkbox>
+      </td>
+      <td *matFooterCellDef class="px-1" mat-footer-cell></td>
+    </ng-container>
+
     <ng-container matColumnDef="count">
       <th
         *matHeaderCellDef
@@ -45,7 +65,7 @@
       </th>
       <td *matCellDef="let element" class="px-1" mat-cell>
         <div class="d-flex">
-          {{ element.date | date: defaultDateFormat }}
+          {{ element.date | date : defaultDateFormat }}
         </div>
       </td>
       <td *matFooterCellDef class="px-1" i18n mat-footer-cell>Total</td>
@@ -432,15 +452,7 @@
         'cursor-pointer':
           hasPermissionToOpenDetails && !row.isDraft && row.type !== 'ITEM'
       }"
-      (click)="
-        hasPermissionToOpenDetails &&
-          !row.isDraft &&
-          row.type !== 'ITEM' &&
-          onOpenPositionDialog({
-            dataSource: row.SymbolProfile.dataSource,
-            symbol: row.SymbolProfile.symbol
-          })
-      "
+      (click)="onClickActivity(row)"
     ></tr>
     <tr
       *matFooterRowDef="displayedColumns"

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

@@ -8,6 +8,7 @@ import {
   Output,
   ViewChild
 } from '@angular/core';
+import { SelectionModel } from '@angular/cdk/collections';
 import { MatPaginator, PageEvent } from '@angular/material/paginator';
 import { MatSort } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
@@ -41,6 +42,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   @Input() locale: string;
   @Input() pageSize = DEFAULT_PAGE_SIZE;
   @Input() showActions: boolean;
+  @Input() showCheckbox = false;
   @Input() showNameColumn = true;
 
   @Output() activityDeleted = new EventEmitter<string>();
@@ -49,6 +51,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   @Output() export = new EventEmitter<string[]>();
   @Output() exportDrafts = new EventEmitter<string[]>();
   @Output() import = new EventEmitter<void>();
+  @Output() selectedActivities = new EventEmitter<Activity[]>();
 
   @ViewChild(MatPaginator) paginator: MatPaginator;
   @ViewChild(MatSort) sort: MatSort;
@@ -67,6 +70,7 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
   public placeholder = '';
   public routeQueryParams: Subscription;
   public searchKeywords: string[] = [];
+  public selectedRows = new SelectionModel<Activity>(true, []);
   public totalFees: number;
   public totalValue: number;
 
@@ -81,8 +85,15 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
       });
   }
 
+  public areAllRowsSelected() {
+    const numSelectedRows = this.selectedRows.selected.length;
+    const numTotalRows = this.dataSource.data.length;
+    return numSelectedRows === numTotalRows;
+  }
+
   public ngOnChanges() {
     this.displayedColumns = [
+      'select',
       'count',
       'date',
       'type',
@@ -98,6 +109,16 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
       'actions'
     ];
 
+    if (this.showCheckbox) {
+      this.displayedColumns = this.displayedColumns.filter((column) => {
+        return column !== 'count';
+      });
+    } else {
+      this.displayedColumns = this.displayedColumns.filter((column) => {
+        return column !== 'select';
+      });
+    }
+
     if (!this.showNameColumn) {
       this.displayedColumns = this.displayedColumns.filter((column) => {
         return column !== 'nameWithSymbol';
@@ -133,6 +154,17 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
     }
   }
 
+  ngOnInit() {
+    if (this.showCheckbox) {
+      this.toggleAllRows();
+      this.selectedRows.changed
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe((selectedRows) => {
+          this.selectedActivities.emit(selectedRows.source.selected);
+        });
+    }
+  }
+
   public onChangePage(page: PageEvent) {
     this.pageIndex = page.pageIndex;
 
@@ -140,6 +172,21 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
     this.totalValue = this.getTotalValue();
   }
 
+  public onClickActivity(activity: Activity) {
+    if (this.showCheckbox) {
+      this.selectedRows.toggle(activity);
+    } else if (
+      this.hasPermissionToOpenDetails &&
+      !activity.isDraft &&
+      activity.type !== 'ITEM'
+    ) {
+      this.onOpenPositionDialog({
+        dataSource: activity.SymbolProfile.dataSource,
+        symbol: activity.SymbolProfile.symbol
+      });
+    }
+  }
+
   public onCloneActivity(aActivity: OrderWithAccount) {
     this.activityToClone.emit(aActivity);
   }
@@ -200,6 +247,14 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
     this.activityToUpdate.emit(aActivity);
   }
 
+  public toggleAllRows() {
+    this.areAllRowsSelected()
+      ? this.selectedRows.clear()
+      : this.dataSource.data.forEach((row) => this.selectedRows.select(row));
+
+    this.selectedActivities.emit(this.selectedRows.selected);
+  }
+
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
@@ -237,9 +292,9 @@ export class ActivitiesTableComponent implements OnChanges, OnDestroy {
       type: 'TAG'
     };
 
-    fieldValueMap[format(activity.date, 'yyyy')] = {
-      id: format(activity.date, 'yyyy'),
-      label: format(activity.date, 'yyyy'),
+    fieldValueMap[format(new Date(activity.date), 'yyyy')] = {
+      id: format(new Date(activity.date), 'yyyy'),
+      label: format(new Date(activity.date), 'yyyy'),
       type: 'TAG'
     };
 

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

@@ -1,6 +1,7 @@
 import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
+import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatPaginatorModule } from '@angular/material/paginator';
 import { MatSortModule } from '@angular/material/sort';
@@ -26,6 +27,7 @@ import { ActivitiesTableComponent } from './activities-table.component';
     GfSymbolModule,
     GfValueModule,
     MatButtonModule,
+    MatCheckboxModule,
     MatMenuModule,
     MatPaginatorModule,
     MatSortModule,