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@ -1,11 +1,10 @@ |
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import { GfSymbolPipe } from '@ghostfolio/client/pipes/symbol/symbol.pipe'; |
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import { AdminService } from '@ghostfolio/client/services/admin.service'; |
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import { AdminService } from '@ghostfolio/client/services/admin.service'; |
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import { DataService } from '@ghostfolio/client/services/data.service'; |
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import { DataService } from '@ghostfolio/client/services/data.service'; |
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import { getAssetProfileIdentifier } from '@ghostfolio/common/helper'; |
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import { getAssetProfileIdentifier } from '@ghostfolio/common/helper'; |
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import { Filter, PortfolioPosition, User } from '@ghostfolio/common/interfaces'; |
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import { Filter, PortfolioPosition, User } from '@ghostfolio/common/interfaces'; |
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import { InternalRoute } from '@ghostfolio/common/routes/interfaces/internal-route.interface'; |
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import { InternalRoute } from '@ghostfolio/common/routes/interfaces/internal-route.interface'; |
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import { internalRoutes } from '@ghostfolio/common/routes/routes'; |
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import { internalRoutes } from '@ghostfolio/common/routes/routes'; |
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import { DateRange } from '@ghostfolio/common/types'; |
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import { AccountWithPlatform, DateRange } from '@ghostfolio/common/types'; |
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import { FocusKeyManager } from '@angular/cdk/a11y'; |
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import { FocusKeyManager } from '@angular/cdk/a11y'; |
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import { |
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import { |
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@ -25,19 +24,14 @@ import { |
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ViewChild, |
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ViewChild, |
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ViewChildren |
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ViewChildren |
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} from '@angular/core'; |
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} from '@angular/core'; |
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import { |
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import { FormControl, FormsModule, ReactiveFormsModule } from '@angular/forms'; |
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FormBuilder, |
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FormControl, |
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FormsModule, |
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ReactiveFormsModule |
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} from '@angular/forms'; |
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import { MatButtonModule } from '@angular/material/button'; |
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import { MatButtonModule } from '@angular/material/button'; |
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import { MatFormFieldModule } from '@angular/material/form-field'; |
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import { MatFormFieldModule } from '@angular/material/form-field'; |
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import { MatMenuTrigger } from '@angular/material/menu'; |
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import { MatMenuTrigger } from '@angular/material/menu'; |
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import { MatSelectModule } from '@angular/material/select'; |
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import { MatSelectModule } from '@angular/material/select'; |
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import { RouterModule } from '@angular/router'; |
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import { RouterModule } from '@angular/router'; |
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import { IonIcon } from '@ionic/angular/standalone'; |
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import { IonIcon } from '@ionic/angular/standalone'; |
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import { Account, AssetClass, DataSource } from '@prisma/client'; |
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import { AssetClass, DataSource } from '@prisma/client'; |
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import { differenceInYears } from 'date-fns'; |
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import { differenceInYears } from 'date-fns'; |
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import Fuse from 'fuse.js'; |
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import Fuse from 'fuse.js'; |
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import { addIcons } from 'ionicons'; |
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import { addIcons } from 'ionicons'; |
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@ -60,14 +54,17 @@ import { |
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tap |
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tap |
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} from 'rxjs/operators'; |
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} from 'rxjs/operators'; |
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import { GfEntityLogoComponent } from '../entity-logo/entity-logo.component'; |
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import { translate } from '../i18n'; |
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import { translate } from '../i18n'; |
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import { |
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GfPortfolioFilterFormComponent, |
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PortfolioFilterFormValue |
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} from '../portfolio-filter-form'; |
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import { GfAssistantListItemComponent } from './assistant-list-item/assistant-list-item.component'; |
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import { GfAssistantListItemComponent } from './assistant-list-item/assistant-list-item.component'; |
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import { SearchMode } from './enums/search-mode'; |
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import { SearchMode } from './enums/search-mode'; |
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import { |
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import { |
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IDateRangeOption, |
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DateRangeOption, |
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ISearchResultItem, |
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SearchResultItem, |
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ISearchResults |
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SearchResults |
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} from './interfaces/interfaces'; |
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} from './interfaces/interfaces'; |
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@Component({ |
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@Component({ |
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@ -75,8 +72,7 @@ import { |
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imports: [ |
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imports: [ |
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FormsModule, |
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FormsModule, |
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GfAssistantListItemComponent, |
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GfAssistantListItemComponent, |
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GfEntityLogoComponent, |
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GfPortfolioFilterFormComponent, |
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GfSymbolPipe, |
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IonIcon, |
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IonIcon, |
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MatButtonModule, |
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MatButtonModule, |
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MatFormFieldModule, |
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MatFormFieldModule, |
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@ -141,16 +137,10 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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public static readonly SEARCH_RESULTS_DEFAULT_LIMIT = 5; |
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public static readonly SEARCH_RESULTS_DEFAULT_LIMIT = 5; |
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public accounts: Account[] = []; |
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public accounts: AccountWithPlatform[] = []; |
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public assetClasses: Filter[] = []; |
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public assetClasses: Filter[] = []; |
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public dateRangeFormControl = new FormControl<string>(undefined); |
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public dateRangeFormControl = new FormControl<string>(undefined); |
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public dateRangeOptions: IDateRangeOption[] = []; |
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public dateRangeOptions: DateRangeOption[] = []; |
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public filterForm = this.formBuilder.group({ |
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account: new FormControl<string>(undefined), |
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assetClass: new FormControl<string>(undefined), |
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holding: new FormControl<PortfolioPosition>(undefined), |
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tag: new FormControl<string>(undefined) |
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}); |
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public holdings: PortfolioPosition[] = []; |
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public holdings: PortfolioPosition[] = []; |
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public isLoading = { |
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public isLoading = { |
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accounts: false, |
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accounts: false, |
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@ -160,8 +150,16 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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}; |
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}; |
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public isOpen = false; |
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public isOpen = false; |
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public placeholder = $localize`Find account, holding or page...`; |
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public placeholder = $localize`Find account, holding or page...`; |
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public portfolioFilterFormControl = new FormControl<PortfolioFilterFormValue>( |
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{ |
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account: null, |
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assetClass: null, |
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holding: null, |
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tag: null |
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} |
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); |
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public searchFormControl = new FormControl(''); |
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public searchFormControl = new FormControl(''); |
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public searchResults: ISearchResults = { |
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public searchResults: SearchResults = { |
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accounts: [], |
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accounts: [], |
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assetProfiles: [], |
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assetProfiles: [], |
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holdings: [], |
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holdings: [], |
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@ -186,8 +184,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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public constructor( |
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public constructor( |
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private adminService: AdminService, |
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private adminService: AdminService, |
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private changeDetectorRef: ChangeDetectorRef, |
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private changeDetectorRef: ChangeDetectorRef, |
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private dataService: DataService, |
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private dataService: DataService |
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private formBuilder: FormBuilder |
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) { |
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) { |
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addIcons({ closeCircleOutline, closeOutline, searchOutline }); |
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addIcons({ closeCircleOutline, closeOutline, searchOutline }); |
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} |
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} |
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@ -229,7 +226,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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assetProfiles: [], |
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assetProfiles: [], |
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holdings: [], |
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holdings: [], |
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quickLinks: [] |
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quickLinks: [] |
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} as ISearchResults; |
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} as SearchResults; |
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if (!searchTerm) { |
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if (!searchTerm) { |
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return of(results).pipe( |
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return of(results).pipe( |
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@ -244,8 +241,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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); |
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); |
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} |
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} |
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// Accounts
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const accounts$: Observable<Partial<SearchResults>> = |
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const accounts$: Observable<Partial<ISearchResults>> = |
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this.searchAccounts(searchTerm).pipe( |
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this.searchAccounts(searchTerm).pipe( |
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map((accounts) => ({ |
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map((accounts) => ({ |
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accounts: accounts.slice( |
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accounts: accounts.slice( |
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@ -255,7 +251,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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})), |
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})), |
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catchError((error) => { |
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catchError((error) => { |
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console.error('Error fetching accounts for assistant:', error); |
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console.error('Error fetching accounts for assistant:', error); |
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return of({ accounts: [] as ISearchResultItem[] }); |
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return of({ accounts: [] as SearchResultItem[] }); |
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}), |
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}), |
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tap(() => { |
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tap(() => { |
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this.isLoading.accounts = false; |
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this.isLoading.accounts = false; |
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@ -263,8 +259,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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}) |
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}) |
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); |
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); |
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// Asset profiles
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const assetProfiles$: Observable<Partial<SearchResults>> = this |
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const assetProfiles$: Observable<Partial<ISearchResults>> = this |
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.hasPermissionToAccessAdminControl |
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.hasPermissionToAccessAdminControl |
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? this.searchAssetProfiles(searchTerm).pipe( |
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? this.searchAssetProfiles(searchTerm).pipe( |
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map((assetProfiles) => ({ |
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map((assetProfiles) => ({ |
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@ -278,22 +273,21 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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'Error fetching asset profiles for assistant:', |
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'Error fetching asset profiles for assistant:', |
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error |
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error |
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); |
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); |
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return of({ assetProfiles: [] as ISearchResultItem[] }); |
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return of({ assetProfiles: [] as SearchResultItem[] }); |
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}), |
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}), |
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tap(() => { |
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tap(() => { |
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this.isLoading.assetProfiles = false; |
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this.isLoading.assetProfiles = false; |
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this.changeDetectorRef.markForCheck(); |
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this.changeDetectorRef.markForCheck(); |
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}) |
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}) |
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) |
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) |
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: of({ assetProfiles: [] as ISearchResultItem[] }).pipe( |
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: of({ assetProfiles: [] as SearchResultItem[] }).pipe( |
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tap(() => { |
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tap(() => { |
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this.isLoading.assetProfiles = false; |
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this.isLoading.assetProfiles = false; |
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this.changeDetectorRef.markForCheck(); |
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this.changeDetectorRef.markForCheck(); |
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}) |
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}) |
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); |
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); |
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// Holdings
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const holdings$: Observable<Partial<SearchResults>> = |
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const holdings$: Observable<Partial<ISearchResults>> = |
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this.searchHoldings(searchTerm).pipe( |
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this.searchHoldings(searchTerm).pipe( |
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map((holdings) => ({ |
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map((holdings) => ({ |
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holdings: holdings.slice( |
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holdings: holdings.slice( |
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@ -303,7 +297,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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})), |
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})), |
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catchError((error) => { |
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catchError((error) => { |
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console.error('Error fetching holdings for assistant:', error); |
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console.error('Error fetching holdings for assistant:', error); |
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return of({ holdings: [] as ISearchResultItem[] }); |
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return of({ holdings: [] as SearchResultItem[] }); |
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}), |
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}), |
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tap(() => { |
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tap(() => { |
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this.isLoading.holdings = false; |
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this.isLoading.holdings = false; |
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@ -311,8 +305,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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}) |
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}) |
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); |
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); |
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// Quick links
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const quickLinks$: Observable<Partial<SearchResults>> = of( |
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const quickLinks$: Observable<Partial<ISearchResults>> = of( |
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this.searchQuickLinks(searchTerm) |
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this.searchQuickLinks(searchTerm) |
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).pipe( |
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).pipe( |
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map((quickLinks) => ({ |
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map((quickLinks) => ({ |
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@ -327,10 +320,9 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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}) |
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}) |
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); |
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); |
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// Merge all results
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return merge(accounts$, assetProfiles$, holdings$, quickLinks$).pipe( |
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return merge(accounts$, assetProfiles$, holdings$, quickLinks$).pipe( |
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scan( |
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scan( |
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(acc: ISearchResults, curr: Partial<ISearchResults>) => ({ |
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(acc: SearchResults, curr: Partial<SearchResults>) => ({ |
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...acc, |
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...acc, |
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...curr |
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...curr |
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}), |
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}), |
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@ -339,7 +331,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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assetProfiles: [], |
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assetProfiles: [], |
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holdings: [], |
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holdings: [], |
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quickLinks: [] |
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quickLinks: [] |
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} as ISearchResults |
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} as SearchResults |
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) |
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) |
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); |
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); |
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}), |
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}), |
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@ -362,22 +354,11 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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quickLinks: [] |
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quickLinks: [] |
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}; |
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}; |
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this.changeDetectorRef.markForCheck(); |
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this.changeDetectorRef.markForCheck(); |
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}, |
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complete: () => { |
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this.isLoading = { |
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accounts: false, |
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assetProfiles: false, |
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holdings: false, |
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quickLinks: false |
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}; |
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this.changeDetectorRef.markForCheck(); |
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} |
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} |
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}); |
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}); |
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} |
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} |
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public ngOnChanges() { |
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public ngOnChanges() { |
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this.accounts = this.user?.accounts ?? []; |
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this.dateRangeOptions = [ |
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this.dateRangeOptions = [ |
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{ |
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{ |
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label: $localize`Today`, |
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label: $localize`Today`, |
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@ -445,7 +426,11 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null); |
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this.dateRangeFormControl.setValue(this.user?.settings?.dateRange ?? null); |
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this.filterForm.disable({ emitEvent: false }); |
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if (this.hasPermissionToChangeFilters) { |
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this.portfolioFilterFormControl.enable({ emitEvent: false }); |
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} else { |
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this.portfolioFilterFormControl.disable({ emitEvent: false }); |
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} |
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this.tags = |
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this.tags = |
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this.user?.tags |
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this.user?.tags |
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@ -459,29 +444,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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type: 'TAG' |
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type: 'TAG' |
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}; |
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}; |
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}) ?? []; |
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}) ?? []; |
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if (this.tags.length === 0) { |
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this.filterForm.get('tag').disable({ emitEvent: false }); |
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} |
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} |
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public hasFilter(aFormValue: { [key: string]: string }) { |
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return Object.values(aFormValue).some((value) => { |
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return !!value; |
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}); |
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} |
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public holdingComparisonFunction( |
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option: PortfolioPosition, |
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value: PortfolioPosition |
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): boolean { |
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if (value === null) { |
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return false; |
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} |
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return ( |
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getAssetProfileIdentifier(option) === getAssetProfileIdentifier(value) |
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); |
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} |
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} |
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public initialize() { |
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public initialize() { |
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@ -527,36 +489,35 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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.sort((a, b) => { |
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.sort((a, b) => { |
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return a.name?.localeCompare(b.name); |
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return a.name?.localeCompare(b.name); |
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}); |
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}); |
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this.setFilterFormValues(); |
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if (this.hasPermissionToChangeFilters) { |
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this.setPortfolioFilterFormValues(); |
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this.filterForm.enable({ emitEvent: false }); |
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} |
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this.changeDetectorRef.markForCheck(); |
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this.changeDetectorRef.markForCheck(); |
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}); |
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}); |
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} |
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} |
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public onApplyFilters() { |
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public onApplyFilters() { |
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const filterValue = this.portfolioFilterFormControl.value; |
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|
|
|
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this.filtersChanged.emit([ |
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|
this.filtersChanged.emit([ |
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|
{ |
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|
{ |
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id: this.filterForm.get('account').value, |
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id: filterValue?.account, |
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type: 'ACCOUNT' |
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type: 'ACCOUNT' |
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|
}, |
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|
}, |
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|
{ |
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|
{ |
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|
id: this.filterForm.get('assetClass').value, |
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|
id: filterValue?.assetClass, |
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type: 'ASSET_CLASS' |
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type: 'ASSET_CLASS' |
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|
}, |
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|
}, |
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|
{ |
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|
{ |
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id: this.filterForm.get('holding').value?.dataSource, |
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id: filterValue?.holding?.dataSource, |
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type: 'DATA_SOURCE' |
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|
type: 'DATA_SOURCE' |
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|
}, |
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|
}, |
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|
{ |
|
|
{ |
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|
id: this.filterForm.get('holding').value?.symbol, |
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id: filterValue?.holding?.symbol, |
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|
type: 'SYMBOL' |
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type: 'SYMBOL' |
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|
}, |
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|
}, |
|
|
{ |
|
|
{ |
|
|
id: this.filterForm.get('tag').value, |
|
|
id: filterValue?.tag, |
|
|
type: 'TAG' |
|
|
type: 'TAG' |
|
|
} |
|
|
} |
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|
]); |
|
|
]); |
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|
@ -569,12 +530,15 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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} |
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} |
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public onCloseAssistant() { |
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|
public onCloseAssistant() { |
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|
|
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this.portfolioFilterFormControl.reset(); |
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|
this.setIsOpen(false); |
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|
this.setIsOpen(false); |
|
|
|
|
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this.closed.emit(); |
|
|
this.closed.emit(); |
|
|
} |
|
|
} |
|
|
|
|
|
|
|
|
public onResetFilters() { |
|
|
public onResetFilters() { |
|
|
|
|
|
this.portfolioFilterFormControl.reset(); |
|
|
|
|
|
|
|
|
this.filtersChanged.emit( |
|
|
this.filtersChanged.emit( |
|
|
this.filterTypes.map((type) => { |
|
|
this.filterTypes.map((type) => { |
|
|
return { |
|
|
return { |
|
|
@ -658,7 +622,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
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|
}, this.PRESELECTION_DELAY); |
|
|
}, this.PRESELECTION_DELAY); |
|
|
} |
|
|
} |
|
|
|
|
|
|
|
|
private searchAccounts(aSearchTerm: string): Observable<ISearchResultItem[]> { |
|
|
private searchAccounts(aSearchTerm: string): Observable<SearchResultItem[]> { |
|
|
return this.dataService |
|
|
return this.dataService |
|
|
.fetchAccounts({ |
|
|
.fetchAccounts({ |
|
|
filters: [ |
|
|
filters: [ |
|
|
@ -688,7 +652,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
|
|
|
|
|
|
|
|
private searchAssetProfiles( |
|
|
private searchAssetProfiles( |
|
|
aSearchTerm: string |
|
|
aSearchTerm: string |
|
|
): Observable<ISearchResultItem[]> { |
|
|
): Observable<SearchResultItem[]> { |
|
|
return this.adminService |
|
|
return this.adminService |
|
|
.fetchAdminMarketData({ |
|
|
.fetchAdminMarketData({ |
|
|
filters: [ |
|
|
filters: [ |
|
|
@ -721,7 +685,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
|
|
); |
|
|
); |
|
|
} |
|
|
} |
|
|
|
|
|
|
|
|
private searchHoldings(aSearchTerm: string): Observable<ISearchResultItem[]> { |
|
|
private searchHoldings(aSearchTerm: string): Observable<SearchResultItem[]> { |
|
|
return this.dataService |
|
|
return this.dataService |
|
|
.fetchPortfolioHoldings({ |
|
|
.fetchPortfolioHoldings({ |
|
|
filters: [ |
|
|
filters: [ |
|
|
@ -753,7 +717,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
|
|
); |
|
|
); |
|
|
} |
|
|
} |
|
|
|
|
|
|
|
|
private searchQuickLinks(aSearchTerm: string): ISearchResultItem[] { |
|
|
private searchQuickLinks(aSearchTerm: string): SearchResultItem[] { |
|
|
const searchTerm = aSearchTerm.toLowerCase(); |
|
|
const searchTerm = aSearchTerm.toLowerCase(); |
|
|
|
|
|
|
|
|
const allRoutes = Object.values(internalRoutes) |
|
|
const allRoutes = Object.values(internalRoutes) |
|
|
@ -786,7 +750,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
|
|
}); |
|
|
}); |
|
|
} |
|
|
} |
|
|
|
|
|
|
|
|
private setFilterFormValues() { |
|
|
private setPortfolioFilterFormValues() { |
|
|
const dataSource = this.user?.settings?.[ |
|
|
const dataSource = this.user?.settings?.[ |
|
|
'filters.dataSource' |
|
|
'filters.dataSource' |
|
|
] as DataSource; |
|
|
] as DataSource; |
|
|
@ -800,16 +764,11 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit { |
|
|
); |
|
|
); |
|
|
}); |
|
|
}); |
|
|
|
|
|
|
|
|
this.filterForm.setValue( |
|
|
this.portfolioFilterFormControl.setValue({ |
|
|
{ |
|
|
account: this.user?.settings?.['filters.accounts']?.[0] ?? null, |
|
|
account: this.user?.settings?.['filters.accounts']?.[0] ?? null, |
|
|
assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null, |
|
|
assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null, |
|
|
holding: selectedHolding ?? null, |
|
|
holding: selectedHolding ?? null, |
|
|
tag: this.user?.settings?.['filters.tags']?.[0] ?? null |
|
|
tag: this.user?.settings?.['filters.tags']?.[0] ?? null |
|
|
}); |
|
|
}, |
|
|
|
|
|
{ |
|
|
|
|
|
emitEvent: false |
|
|
|
|
|
} |
|
|
|
|
|
); |
|
|
|
|
|
} |
|
|
} |
|
|
} |
|
|
} |
|
|
|
KenTandrian
2 weeks ago