Migrate currency to unit

apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@@ -12,8 +12,9 @@
       <div class="col-12 d-flex justify-content-center mb-3">
         <gf-value
           size="large"
-          [currency]="user?.settings?.baseCurrency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="user?.settings?.baseCurrency"
           [value]="valueInBaseCurrency"
         ></gf-value>
       </div>
@@ -24,8 +25,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="currency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="currency"
           [value]="balance"
           >Cash Balance</gf-value
         >
@@ -34,8 +36,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="currency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="currency"
           [value]="equity"
           >Equity</gf-value
         >

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -13,8 +13,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.totalBuy"
       ></gf-value>
     </div>
@@ -24,8 +25,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.totalSell"
       ></gf-value>
     </div>
@@ -38,8 +40,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.committedFunds"
       ></gf-value>
     </div>
@@ -49,8 +52,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.currentGrossPerformance"
       ></gf-value>
     </div>
@@ -79,8 +83,9 @@
       <span *ngIf="summary?.fees || summary?.fees === 0" class="mr-1">-</span>
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.fees"
       ></gf-value>
     </div>
@@ -93,8 +98,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.currentNetPerformance"
       ></gf-value>
     </div>
@@ -121,8 +127,9 @@
       <gf-value
         class="justify-content-end"
         position="end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.currentValue"
       ></gf-value>
     </div>
@@ -132,8 +139,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.items"
       ></gf-value>
     </div>
@@ -152,8 +160,9 @@
       ></ion-icon>
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.emergencyFund"
       ></gf-value>
     </div>
@@ -163,8 +172,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.cash"
       ></gf-value>
     </div>
@@ -174,8 +184,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.excludedAccountsAndActivities"
       ></gf-value>
     </div>
@@ -188,8 +199,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.netWorth"
       ></gf-value>
     </div>
@@ -217,8 +229,9 @@
     <div class="justify-content-end">
       <gf-value
         class="justify-content-end"
-        [currency]="baseCurrency"
+        [isCurrency]="true"
         [locale]="locale"
+        [unit]="baseCurrency"
         [value]="isLoading ? undefined : summary?.dividend"
       ></gf-value>
     </div>

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html

@@ -12,8 +12,9 @@
       <div class="col-12 d-flex justify-content-center mb-3">
         <gf-value
           size="large"
-          [currency]="data.baseCurrency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="data.baseCurrency"
           [value]="value"
         ></gf-value>
       </div>
@@ -40,8 +41,9 @@
           i18n
           size="medium"
           [colorizeSign]="true"
-          [currency]="data.baseCurrency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="data.baseCurrency"
           [value]="netPerformance"
           >Change</gf-value
         >
@@ -61,8 +63,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="SymbolProfile?.currency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="SymbolProfile?.currency"
           [value]="averagePrice"
           >Average Unit Price</gf-value
         >
@@ -71,8 +74,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="SymbolProfile?.currency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="SymbolProfile?.currency"
           [value]="marketPrice"
           >Market Price</gf-value
         >
@@ -81,9 +85,10 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="SymbolProfile?.currency"
+          [isCurrency]="true"
           [locale]="data.locale"
           [ngClass]="{ 'text-danger': minPrice?.toFixed(2) === marketPrice?.toFixed(2) && maxPrice?.toFixed(2) !== minPrice?.toFixed(2) }"
+          [unit]="SymbolProfile?.currency"
           [value]="minPrice"
           >Minimum Price</gf-value
         >
@@ -92,9 +97,10 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="SymbolProfile?.currency"
+          [isCurrency]="true"
           [locale]="data.locale"
           [ngClass]="{ 'text-success': maxPrice?.toFixed(2) === marketPrice?.toFixed(2) && maxPrice?.toFixed(2) !== minPrice?.toFixed(2) }"
+          [unit]="SymbolProfile?.currency"
           [value]="maxPrice"
           >Maximum Price</gf-value
         >
@@ -113,8 +119,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="data.baseCurrency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="data.baseCurrency"
           [value]="investment"
           >Investment</gf-value
         >
@@ -123,8 +130,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="data.baseCurrency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="data.baseCurrency"
           [value]="dividendInBaseCurrency"
           >Dividend</gf-value
         >
@@ -133,8 +141,9 @@
         <gf-value
           i18n
           size="medium"
-          [currency]="data.baseCurrency"
+          [isCurrency]="true"
           [locale]="data.locale"
+          [unit]="data.baseCurrency"
           [value]="feeInBaseCurrency"
           >Fees</gf-value
         >

apps/client/src/app/components/position/position.component.html

@@ -45,8 +45,9 @@
           <gf-value
             class="mr-3"
             [colorizeSign]="true"
-            [currency]="baseCurrency"
+            [isCurrency]="true"
             [locale]="locale"
+            [unit]="baseCurrency"
             [value]="position?.netPerformance"
           ></gf-value>
           <gf-value

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html

@@ -302,8 +302,9 @@
   <div class="d-flex" mat-dialog-actions>
     <gf-value
       class="flex-grow-1"
-      [currency]="activityForm.controls['currency']?.value ?? data.user?.settings?.baseCurrency"
+      [isCurrency]="true"
       [locale]="data.user?.settings?.locale"
+      [unit]="activityForm.controls['currency']?.value ?? data.user?.settings?.baseCurrency"
       [value]="total"
     ></gf-value>
     <div>

apps/client/src/app/pages/portfolio/fire/fire-page.html

@@ -59,8 +59,9 @@
       <span class="font-weight-bold"
         ><gf-value
           class="d-inline-block"
-          [currency]="user?.settings?.baseCurrency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="user?.settings?.baseCurrency"
           [value]="withdrawalRatePerYear?.toNumber()"
         ></gf-value>
         per year</span
@@ -69,8 +70,9 @@
       <span class="font-weight-bold"
         ><gf-value
           class="d-inline-block"
-          [currency]="user?.settings?.baseCurrency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="user?.settings?.baseCurrency"
           [value]="withdrawalRatePerMonth?.toNumber()"
         ></gf-value>
         per month</span
@@ -78,8 +80,9 @@
       <span class="font-weight-bold"
         ><gf-value
           class="d-inline-block"
-          [currency]="user?.settings?.baseCurrency"
+          [isCurrency]="true"
           [locale]="user?.settings?.locale"
+          [unit]="user?.settings?.baseCurrency"
           [value]="fireWealth?.toNumber()"
         ></gf-value
       ></span>

libs/ui/src/lib/value/value.component.html

@@ -32,15 +32,9 @@
             {{ formattedValue }}
           </ng-container>
         </div>
-        <small *ngIf="currency && size === 'medium'" class="ml-1">
-          {{ currency }}
-        </small>
         <small *ngIf="unit && size === 'medium'" class="ml-1">
           {{ unit }}
         </small>
-        <div *ngIf="currency && size !== 'medium'" class="ml-1">
-          {{ currency }}
-        </div>
         <div *ngIf="unit && size !== 'medium'" class="ml-1">
           {{ unit }}
         </div>

libs/ui/src/lib/value/value.component.stories.ts

@@ -24,8 +24,9 @@ Loading.args = {
 
 export const Currency = Template.bind({});
 Currency.args = {
-  currency: 'USD',
+  isCurrency: true,
   locale: 'en-US',
+  unit: 'USD',
   value: 7
 };
 

libs/ui/src/lib/value/value.component.ts

@@ -15,7 +15,6 @@ import { isNumber } from 'lodash';
 })
 export class ValueComponent implements OnChanges {
   @Input() colorizeSign = false;
-  @Input() currency = '';
   @Input() icon = '';
   @Input() isAbsolute = false;
   @Input() isCurrency = false;
@@ -47,7 +46,7 @@ export class ValueComponent implements OnChanges {
         this.absoluteValue = Math.abs(<number>this.value);
 
         if (this.colorizeSign) {
-          if (this.currency || this.isCurrency) {
+          if (this.isCurrency) {
             try {
               this.formattedValue = this.absoluteValue.toLocaleString(
                 this.locale,
@@ -68,6 +67,13 @@ export class ValueComponent implements OnChanges {
               );
             } catch {}
           }
+        } else if (this.isCurrency) {
+          try {
+            this.formattedValue = this.value?.toLocaleString(this.locale, {
+              maximumFractionDigits: 2,
+              minimumFractionDigits: 2
+            });
+          } catch {}
         } else if (this.isPercent) {
           try {
             this.formattedValue = (this.value * 100).toLocaleString(
@@ -78,13 +84,6 @@ export class ValueComponent implements OnChanges {
               }
             );
           } catch {}
-        } else if (this.currency || this.isCurrency) {
-          try {
-            this.formattedValue = this.value?.toLocaleString(this.locale, {
-              maximumFractionDigits: 2,
-              minimumFractionDigits: 2
-            });
-          } catch {}
         } else if (this.precision || this.precision === 0) {
           try {
             this.formattedValue = this.value?.toLocaleString(this.locale, {