refactor rule settings

apps/api/src/models/interfaces/rule-settings.interface.ts

@@ -0,0 +1,3 @@
+export interface RuleSettings {
+  isActive: boolean;
+}

apps/api/src/models/interfaces/rule.interface.ts

@@ -1,15 +1,17 @@
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
 import { EvaluationResult } from './evaluation-result.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export interface RuleInterface {
+export interface RuleInterface<T extends RuleSettings> {
   evaluate(
     aPortfolioPositionMap: {
       [symbol: string]: PortfolioPosition;
     },
     aFees: number,
-    aRuleSettingsMap: {
-      [key: string]: any;
-    }
+    aRuleSettings: T
   ): EvaluationResult;
+
+  getSettings(aUserSettings: UserSettings): T;
 }

apps/api/src/models/interfaces/user-settings.interface.ts

@@ -0,0 +1,5 @@
+import { Currency } from '@prisma/client';
+
+export interface UserSettings {
+  baseCurrency: Currency;
+}

apps/api/src/models/portfolio.ts

@@ -445,10 +445,13 @@ export class Portfolio implements PortfolioInterface {
       };
     }
 
+    const fees = this.getFees();
+
     return {
       rules: {
         accountClusterRisk: await this.rulesService.evaluate(
-          this,
+          details,
+          fees,
           [
             new AccountClusterRiskInitialInvestment(
               this.exchangeRateDataService
@@ -461,7 +464,8 @@ export class Portfolio implements PortfolioInterface {
           { baseCurrency: this.user.Settings.currency }
         ),
         currencyClusterRisk: await this.rulesService.evaluate(
-          this,
+          details,
+          fees,
           [
             new CurrencyClusterRiskBaseCurrencyInitialInvestment(
               this.exchangeRateDataService
@@ -479,7 +483,8 @@ export class Portfolio implements PortfolioInterface {
           { baseCurrency: this.user.Settings.currency }
         ),
         fees: await this.rulesService.evaluate(
-          this,
+          details,
+          fees,
           [new FeeRatioInitialInvestment(this.exchangeRateDataService)],
           { baseCurrency: this.user.Settings.currency }
         )

apps/api/src/models/rule.ts

@@ -5,8 +5,10 @@ import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { EvaluationResult } from './interfaces/evaluation-result.interface';
 import { RuleInterface } from './interfaces/rule.interface';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export abstract class Rule implements RuleInterface {
+export abstract class Rule<T extends RuleSettings> implements RuleInterface<T> {
   private name: string;
 
   public constructor(
@@ -25,11 +27,11 @@ export abstract class Rule implements RuleInterface {
       [symbol: string]: PortfolioPosition;
     },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    aRuleSettings: T
   ): EvaluationResult;
 
+  public abstract getSettings(aUserSettings: UserSettings): T;
+
   public getName() {
     return this.name;
   }

apps/api/src/models/rules/account-cluster-risk/current-investment.ts

@@ -2,8 +2,10 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class AccountClusterRiskCurrentInvestment extends Rule {
+export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Current Investment'
@@ -13,13 +15,8 @@ export class AccountClusterRiskCurrentInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings?: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[AccountClusterRiskCurrentInvestment.name];
-
     const accounts: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
         investment: number;
@@ -78,4 +75,17 @@ export class AccountClusterRiskCurrentInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true,
+      threshold: 0.5
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: string;
+  threshold: number;
 }

apps/api/src/models/rules/account-cluster-risk/initial-investment.ts

@@ -2,8 +2,10 @@ import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class AccountClusterRiskInitialInvestment extends Rule {
+export class AccountClusterRiskInitialInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment'
@@ -13,13 +15,8 @@ export class AccountClusterRiskInitialInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings?: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[AccountClusterRiskInitialInvestment.name];
-
     const platforms: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
         investment: number;
@@ -78,4 +75,18 @@ export class AccountClusterRiskInitialInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true,
+      threshold: 0.5
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: string;
+  isActive: boolean;
+  threshold: number;
 }

apps/api/src/models/rules/account-cluster-risk/single-account.ts

@@ -2,8 +2,10 @@ import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class AccountClusterRiskSingleAccount extends Rule {
+export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Single Account'
@@ -33,4 +35,10 @@ export class AccountClusterRiskSingleAccount extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): RuleSettings {
+    return {
+      isActive: true
+    };
+  }
 }

apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts

@@ -1,9 +1,12 @@
+import { Currency } from '@prisma/client';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule {
+export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Current Investment: Base Currency'
@@ -13,13 +16,8 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[CurrencyClusterRiskBaseCurrencyCurrentInvestment.name];
-
     const positionsGroupedByCurrency = this.groupPositionsByAttribute(
       aPositions,
       'currency',
@@ -61,4 +59,15 @@ export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: Currency;
 }

apps/api/src/models/rules/currency-cluster-risk/base-currency-initial-investment.ts

@@ -1,9 +1,12 @@
+import { Currency } from '@prisma/client';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule {
+export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment: Base Currency'
@@ -13,13 +16,8 @@ export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[CurrencyClusterRiskBaseCurrencyInitialInvestment.name];
-
     const positionsGroupedByCurrency = this.groupPositionsByAttribute(
       aPositions,
       'currency',
@@ -62,4 +60,15 @@ export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: Currency;
 }

apps/api/src/models/rules/currency-cluster-risk/current-investment.ts

@@ -2,8 +2,11 @@ import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { Currency } from '@prisma/client';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class CurrencyClusterRiskCurrentInvestment extends Rule {
+export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Current Investment'
@@ -13,13 +16,8 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[CurrencyClusterRiskCurrentInvestment.name];
-
     const positionsGroupedByCurrency = this.groupPositionsByAttribute(
       aPositions,
       'currency',
@@ -61,4 +59,17 @@ export class CurrencyClusterRiskCurrentInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true,
+      threshold: 0.5
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: Currency;
+  threshold: number;
 }

apps/api/src/models/rules/currency-cluster-risk/initial-investment.ts

@@ -1,9 +1,12 @@
+import { Currency } from '@prisma/client';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class CurrencyClusterRiskInitialInvestment extends Rule {
+export class CurrencyClusterRiskInitialInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment'
@@ -13,13 +16,8 @@ export class CurrencyClusterRiskInitialInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings: Settings
   ) {
-    const ruleSettings =
-      aRuleSettingsMap[CurrencyClusterRiskInitialInvestment.name];
-
     const positionsGroupedByCurrency = this.groupPositionsByAttribute(
       aPositions,
       'currency',
@@ -61,4 +59,17 @@ export class CurrencyClusterRiskInitialInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true,
+      threshold: 0.5
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: Currency;
+  threshold: number;
 }

apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts

@@ -1,9 +1,12 @@
+import { Currency } from '@prisma/client';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
+import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
-export class FeeRatioInitialInvestment extends Rule {
+export class FeeRatioInitialInvestment extends Rule<Settings> {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment'
@@ -13,12 +16,8 @@ export class FeeRatioInitialInvestment extends Rule {
   public evaluate(
     aPositions: { [symbol: string]: PortfolioPosition },
     aFees: number,
-    aRuleSettingsMap?: {
-      [key: string]: any;
-    }
+    ruleSettings: Settings
   ) {
-    const ruleSettings = aRuleSettingsMap[FeeRatioInitialInvestment.name];
-
     const positionsGroupedByCurrency = this.groupPositionsByAttribute(
       aPositions,
       'currency',
@@ -50,4 +49,17 @@ export class FeeRatioInitialInvestment extends Rule {
       value: true
     };
   }
+
+  public getSettings(aUserSettings: UserSettings): Settings {
+    return {
+      baseCurrency: aUserSettings.baseCurrency,
+      isActive: true,
+      threshold: 0.01
+    };
+  }
+}
+
+interface Settings extends RuleSettings {
+  baseCurrency: Currency;
+  threshold: number;
 }

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

@@ -1,78 +1,30 @@
 import { Injectable } from '@nestjs/common';
-
-import { Portfolio } from '../models/portfolio';
 import { Rule } from '../models/rule';
-import { AccountClusterRiskCurrentInvestment } from '../models/rules/account-cluster-risk/current-investment';
-import { AccountClusterRiskInitialInvestment } from '../models/rules/account-cluster-risk/initial-investment';
-import { AccountClusterRiskSingleAccount } from '../models/rules/account-cluster-risk/single-account';
-import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '../models/rules/currency-cluster-risk/base-currency-current-investment';
-import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '../models/rules/currency-cluster-risk/base-currency-initial-investment';
-import { CurrencyClusterRiskCurrentInvestment } from '../models/rules/currency-cluster-risk/current-investment';
-import { CurrencyClusterRiskInitialInvestment } from '../models/rules/currency-cluster-risk/initial-investment';
-import { FeeRatioInitialInvestment } from '../models/rules/fees/fee-ratio-initial-investment';
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { Currency } from '@prisma/client';
+import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
 
 @Injectable()
 export class RulesService {
   public constructor() {}
 
-  public async evaluate(
-    aPortfolio: Portfolio,
-    aRules: Rule[],
-    aUserSettings: { baseCurrency: string }
+  public async evaluate<T extends RuleSettings>(
+    details: { [p: string]: PortfolioPosition },
+    fees: number,
+    aRules: Rule<T>[],
+    aUserSettings: { baseCurrency: Currency }
   ) {
-    const defaultSettings = this.getDefaultRuleSettings(aUserSettings);
-    const details = await aPortfolio.getDetails();
-
     return aRules
       .filter((rule) => {
-        return defaultSettings[rule.constructor.name]?.isActive;
+        return rule.getSettings(aUserSettings)?.isActive;
       })
       .map((rule) => {
         const evaluationResult = rule.evaluate(
           details,
-          aPortfolio.getFees(),
-          defaultSettings
+          fees,
+          rule.getSettings(aUserSettings)
         );
         return { ...evaluationResult, name: rule.getName() };
       });
   }
-
-  private getDefaultRuleSettings(aUserSettings: { baseCurrency: string }) {
-    return {
-      [AccountClusterRiskCurrentInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [AccountClusterRiskInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [AccountClusterRiskSingleAccount.name]: { isActive: true },
-      [CurrencyClusterRiskBaseCurrencyInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true
-      },
-      [CurrencyClusterRiskBaseCurrencyCurrentInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true
-      },
-      [CurrencyClusterRiskCurrentInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [CurrencyClusterRiskInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [FeeRatioInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.01
-      }
-    };
-  }
 }