Filter by accounts

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

@@ -4,6 +4,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import {
@@ -16,6 +17,7 @@ import {
 } from '@prisma/client';
 import Big from 'big.js';
 import { endOfToday, isAfter } from 'date-fns';
+import { groupBy } from 'lodash';
 import { v4 as uuidv4 } from 'uuid';
 
 import { Activity } from './interfaces/activities.interface';
@@ -166,31 +168,44 @@ export class OrderService {
   }
 
   public async getOrders({
+    filters,
     includeDrafts = false,
-    tags,
     types,
     userCurrency,
     userId
   }: {
+    filters?: Filter[];
     includeDrafts?: boolean;
-    tags?: string[];
     types?: TypeOfOrder[];
     userCurrency: string;
     userId: string;
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
+    const { account: filtersByAccount, tag: filtersByTag } = groupBy(
+      filters,
+      (filter) => {
+        return filter.type;
+      }
+    );
+
+    if (filtersByAccount?.length > 0) {
+      where.accountId = {
+        in: filtersByAccount.map(({ id }) => {
+          return id;
+        })
+      };
+    }
+
     if (includeDrafts === false) {
       where.isDraft = false;
     }
 
-    if (tags?.length > 0) {
+    if (filtersByTag?.length > 0) {
       where.tags = {
         some: {
-          OR: tags.map((tag) => {
-            return {
-              id: tag
-            };
+          OR: filtersByTag.map(({ id }) => {
+            return { id };
           })
         }
       };

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

@@ -11,6 +11,7 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { baseCurrency } from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
 import {
+  Filter,
   PortfolioChart,
   PortfolioDetails,
   PortfolioInvestments,
@@ -19,7 +20,7 @@ import {
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
   Get,
@@ -105,17 +106,36 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range,
-    @Query('tags') tags?: string
+    @Query('accounts') filterByAccounts?: string,
+    @Query('range') range?: DateRange,
+    @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
+    const accountIds = filterByAccounts?.split(',') ?? [];
+    const tagIds = filterByTags?.split(',') ?? [];
+
+    const filters: Filter[] = [
+      ...accountIds.map((accountId) => {
+        return <Filter>{
+          id: accountId,
+          type: 'account'
+        };
+      }),
+      ...tagIds.map((tagId) => {
+        return <Filter>{
+          id: tagId,
+          type: 'tag'
+        };
+      })
+    ];
+
     const { accounts, holdings, hasErrors } =
       await this.portfolioService.getDetails(
         impersonationId,
         this.request.user.id,
         range,
-        tags?.split(',')
+        filters
       );
 
     if (hasErrors || hasNotDefinedValuesInObject(holdings)) {
@@ -163,7 +183,7 @@ export class PortfolioController {
 
     return {
       hasError,
-      accounts: tags ? {} : accounts,
+      accounts: filters ? {} : accounts,
       holdings: isBasicUser ? {} : holdings
     };
   }

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

@@ -29,6 +29,7 @@ import {
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   Accounts,
+  Filter,
   PortfolioDetails,
   PortfolioPerformanceResponse,
   PortfolioReport,
@@ -309,7 +310,7 @@ export class PortfolioService {
     aImpersonationId: string,
     aUserId: string,
     aDateRange: DateRange = 'max',
-    tags?: string[]
+    aFilters?: Filter[]
   ): Promise<PortfolioDetails & { hasErrors: boolean }> {
     const userId = await this.getUserId(aImpersonationId, aUserId);
     const user = await this.userService.user({ id: userId });
@@ -324,8 +325,8 @@ export class PortfolioService {
 
     const { orders, portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
-        tags,
-        userId
+        userId,
+        filters: aFilters
       });
 
     const portfolioCalculator = new PortfolioCalculator({
@@ -448,7 +449,7 @@ export class PortfolioService {
       value: totalValue
     });
 
-    if (tags === undefined) {
+    if (aFilters === undefined) {
       for (const symbol of Object.keys(cashPositions)) {
         holdings[symbol] = cashPositions[symbol];
       }
@@ -1195,12 +1196,12 @@ export class PortfolioService {
   }
 
   private async getTransactionPoints({
+    filters,
     includeDrafts = false,
-    tags,
     userId
   }: {
+    filters?: Filter[];
     includeDrafts?: boolean;
-    tags?: string[];
     userId: string;
   }): Promise<{
     transactionPoints: TransactionPoint[];
@@ -1210,8 +1211,8 @@ export class PortfolioService {
     const userCurrency = this.request.user?.Settings?.currency ?? baseCurrency;
 
     const orders = await this.orderService.getOrders({
+      filters,
       includeDrafts,
-      tags,
       userCurrency,
       userId,
       types: ['BUY', 'SELL']

apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts

@@ -151,14 +151,26 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
-          this.allFilters = this.user.tags.map((tag) => {
+          const accountFilters: Filter[] = this.user.accounts.map(
+            ({ id, name }) => {
+              return {
+                id: id,
+                label: name,
+                type: 'account'
+              };
+            }
+          );
+
+          const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
             return {
-              id: tag.id,
-              label: tag.name,
+              id,
+              label: name,
               type: 'tag'
             };
           });
 
+          this.allFilters = [...accountFilters, ...tagFilters];
+
           this.changeDetectorRef.markForCheck();
         }
       });

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

@@ -5,7 +5,6 @@
       <gf-activities-filter
         [allFilters]="allFilters"
         [isLoading]="isLoading"
-        [ngClass]="{ 'd-none': allFilters.length <= 0 }"
         [placeholder]="placeholder"
         (valueChanged)="filters$.next($event)"
       ></gf-activities-filter>

apps/client/src/app/services/data.service.ts

@@ -34,7 +34,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { DataSource, Order as OrderModel } from '@prisma/client';
 import { parseISO } from 'date-fns';
-import { cloneDeep } from 'lodash';
+import { cloneDeep, groupBy } from 'lodash';
 import { Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
 
@@ -187,17 +187,34 @@ export class DataService {
     let params = new HttpParams();
 
     if (filters?.length > 0) {
-      params = params.append(
-        'tags',
-        filters
-          .filter((filter) => {
-            return filter.type === 'tag';
-          })
-          .map((filter) => {
-            return filter.id;
-          })
-          .join(',')
+      const { account: filtersByAccount, tag: filtersByTag } = groupBy(
+        filters,
+        (filter) => {
+          return filter.type;
+        }
       );
+
+      if (filtersByAccount) {
+        params = params.append(
+          'accounts',
+          filtersByAccount
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
+
+      if (filtersByTag) {
+        params = params.append(
+          'tags',
+          filtersByTag
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
     }
 
     return this.http.get<PortfolioDetails>('/api/v1/portfolio/details', {

libs/common/src/lib/interfaces/filter.interface.ts

@@ -1,5 +1,5 @@
 export interface Filter {
   id: string;
-  label: string;
-  type: 'tag';
+  label?: string;
+  type: 'account' | 'tag';
 }

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

@@ -63,6 +63,7 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
                   .toLowerCase()
                   .startsWith(currentFilter?.toLowerCase());
               })
+              .sort((a, b) => a.label.localeCompare(b.label))
           );
         }
       });
@@ -109,12 +110,14 @@ export class ActivitiesFilterComponent implements OnChanges, OnDestroy {
 
   private updateFilter() {
     this.filters$.next(
-      this.allFilters.filter((filter) => {
-        // Filter selected filters
-        return !this.selectedFilters.some((selectedFilter) => {
-          return selectedFilter.id === filter.id;
-        });
-      })
+      this.allFilters
+        .filter((filter) => {
+          // Filter selected filters
+          return !this.selectedFilters.some((selectedFilter) => {
+            return selectedFilter.id === filter.id;
+          });
+        })
+        .sort((a, b) => a.label.localeCompare(b.label))
     );
 
     // Emit an array with a new reference