Refactoring

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

@@ -1176,14 +1176,14 @@ export class PortfolioService {
         withSummary: true
       });
 
-    const marketsTotalInBaseCurrency = getSum(
-      Object.values(markets).map(({ valueInBaseCurrency }) => {
+    const marketsAdvancedTotalInBaseCurrency = getSum(
+      Object.values(marketsAdvanced).map(({ valueInBaseCurrency }) => {
         return new Big(valueInBaseCurrency);
       })
     ).toNumber();
 
-    const marketsAdvancedTotalInBaseCurrency = getSum(
-      Object.values(marketsAdvanced).map(({ valueInBaseCurrency }) => {
+    const marketsTotalInBaseCurrency = getSum(
+      Object.values(markets).map(({ valueInBaseCurrency }) => {
         return new Big(valueInBaseCurrency);
       })
     ).toNumber();
@@ -1255,19 +1255,6 @@ export class PortfolioService {
               userSettings
             )
           : undefined,
-      regionalMarketClusterRisk:
-        summary.ordersCount > 0
-          ? await this.rulesService.evaluate(
-              [
-                new RegionalMarketClusterRiskNorthAmerica(
-                  this.exchangeRateDataService,
-                  marketsAdvancedTotalInBaseCurrency,
-                  marketsAdvanced.northAmerica.valueInBaseCurrency
-                )
-              ],
-              userSettings
-            )
-          : undefined,
       emergencyFund: await this.rulesService.evaluate(
         [
           new EmergencyFundSetup(
@@ -1286,7 +1273,20 @@ export class PortfolioService {
           )
         ],
         userSettings
-      )
+      ),
+      regionalMarketClusterRisk:
+        summary.ordersCount > 0
+          ? await this.rulesService.evaluate(
+              [
+                new RegionalMarketClusterRiskNorthAmerica(
+                  this.exchangeRateDataService,
+                  marketsAdvancedTotalInBaseCurrency,
+                  marketsAdvanced.northAmerica.valueInBaseCurrency
+                )
+              ],
+              userSettings
+            )
+          : undefined
     };
 
     return { rules, statistics: this.getReportStatistics(rules) };

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

@@ -261,11 +261,6 @@ export class UserService {
           undefined,
           undefined
         ).getSettings(user.Settings.settings),
-      RegionalMarketClusterRisk: new RegionalMarketClusterRiskNorthAmerica(
-        undefined,
-        undefined,
-        undefined
-      ).getSettings(user.Settings.settings),
       EmergencyFundSetup: new EmergencyFundSetup(
         undefined,
         undefined
@@ -274,7 +269,13 @@ export class UserService {
         undefined,
         undefined,
         undefined
-      ).getSettings(user.Settings.settings)
+      ).getSettings(user.Settings.settings),
+      RegionalMarketClusterRiskNorthAmerica:
+        new RegionalMarketClusterRiskNorthAmerica(
+          undefined,
+          undefined,
+          undefined
+        ).getSettings(user.Settings.settings)
     };
 
     let currentPermissions = getPermissions(user.role);

apps/api/src/models/rules/regional-market-cluster-risk/north-america.ts

@@ -5,7 +5,7 @@ import { UserSettings } from '@ghostfolio/common/interfaces';
 
 export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> {
   private currentValueInBaseCurrency: number;
-  private regionalMarketNorthAmericaValueInBaseCurrency: number;
+  private northAmericaValueInBaseCurrency: number;
 
   public constructor(
     protected exchangeRateDataService: ExchangeRateDataService,
@@ -14,27 +14,28 @@ export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> {
   ) {
     super(exchangeRateDataService, {
       key: RegionalMarketClusterRiskNorthAmerica.name,
-      name: 'Regional Markets'
+      name: 'North America'
     });
+
     this.currentValueInBaseCurrency = currentValueInBaseCurrency;
-    this.regionalMarketNorthAmericaValueInBaseCurrency = valueInBaseCurrency;
+    this.northAmericaValueInBaseCurrency = valueInBaseCurrency;
   }
 
   public evaluate(ruleSettings: Settings) {
     const northAmericaMarketValueRatio = this.currentValueInBaseCurrency
-      ? this.regionalMarketNorthAmericaValueInBaseCurrency /
-        this.currentValueInBaseCurrency
+      ? this.northAmericaValueInBaseCurrency / this.currentValueInBaseCurrency
       : 0;
+
     if (northAmericaMarketValueRatio > ruleSettings.thresholdMax) {
       return {
-        evaluation: `The north america market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) exceeds ${(
+        evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) exceeds ${(
           ruleSettings.thresholdMax * 100
         ).toPrecision(3)}%`,
         value: false
       };
     } else if (northAmericaMarketValueRatio < ruleSettings.thresholdMin) {
       return {
-        evaluation: `The north america market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is below ${(
+        evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is below ${(
           ruleSettings.thresholdMin * 100
         ).toPrecision(3)}%`,
         value: false
@@ -42,7 +43,7 @@ export class RegionalMarketClusterRiskNorthAmerica extends Rule<Settings> {
     }
 
     return {
-      evaluation: `The north america market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is within the range of ${(
+      evaluation: `The North America market contribution of your current investment (${(northAmericaMarketValueRatio * 100).toPrecision(3)}%) is within the range of ${(
         ruleSettings.thresholdMin * 100
       ).toPrecision(
         3

libs/common/src/lib/interfaces/x-ray-rules-settings.interface.ts

@@ -7,9 +7,9 @@ export interface XRayRulesSettings {
   CurrencyClusterRiskCurrentInvestment?: RuleSettings;
   EconomicMarketClusterRiskDevelopedMarkets?: RuleSettings;
   EconomicMarketClusterRiskEmergingMarkets?: RuleSettings;
-  RegionalMarketClusterRisk?: RuleSettings;
   EmergencyFundSetup?: RuleSettings;
   FeeRatioInitialInvestment?: RuleSettings;
+  RegionalMarketClusterRiskNorthAmerica?: RuleSettings;
 }
 
 interface RuleSettings {