mirror of https://github.com/ghostfolio/ghostfolio
Haruka Kishida
2 months ago
committed by
GitHub
GitHub
28 changed files with 451 additions and 114 deletions
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import { Rule } from '@ghostfolio/api/models/rule'; |
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import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
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import { UserSettings } from '@ghostfolio/common/interfaces'; |
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import { Settings } from './interfaces/rule-settings.interface'; |
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export class RegionalMarketClusterRiskEmergingMarkets extends Rule<Settings> { |
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private currentValueInBaseCurrency: number; |
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private emergingMarketsValueInBaseCurrency: number; |
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public constructor( |
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protected exchangeRateDataService: ExchangeRateDataService, |
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currentValueInBaseCurrency: number, |
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emergingMarketsValueInBaseCurrency: number |
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) { |
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super(exchangeRateDataService, { |
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key: RegionalMarketClusterRiskEmergingMarkets.name, |
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name: 'Emerging Markets' |
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}); |
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this.currentValueInBaseCurrency = currentValueInBaseCurrency; |
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this.emergingMarketsValueInBaseCurrency = |
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emergingMarketsValueInBaseCurrency; |
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} |
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public evaluate(ruleSettings: Settings) { |
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const emergingMarketsValueRatio = this.currentValueInBaseCurrency |
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? this.emergingMarketsValueInBaseCurrency / |
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this.currentValueInBaseCurrency |
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: 0; |
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if (emergingMarketsValueRatio > ruleSettings.thresholdMax) { |
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return { |
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evaluation: `The Emerging Markets contribution of your current investment (${(emergingMarketsValueRatio * 100).toPrecision(3)}%) exceeds ${( |
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ruleSettings.thresholdMax * 100 |
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).toPrecision(3)}%`,
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value: false |
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}; |
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} else if (emergingMarketsValueRatio < ruleSettings.thresholdMin) { |
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return { |
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evaluation: `The Emerging Markets contribution of your current investment (${(emergingMarketsValueRatio * 100).toPrecision(3)}%) is below ${( |
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ruleSettings.thresholdMin * 100 |
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).toPrecision(3)}%`,
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value: false |
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}; |
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} |
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return { |
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evaluation: `The Emerging Markets contribution of your current investment (${(emergingMarketsValueRatio * 100).toPrecision(3)}%) is within the range of ${( |
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ruleSettings.thresholdMin * 100 |
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).toPrecision( |
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3 |
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)}% and ${(ruleSettings.thresholdMax * 100).toPrecision(3)}%`,
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value: true |
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}; |
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} |
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public getConfiguration() { |
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return { |
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threshold: { |
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max: 1, |
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min: 0, |
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step: 0.01, |
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unit: '%' |
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}, |
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thresholdMax: true, |
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thresholdMin: true |
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}; |
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} |
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public getSettings({ baseCurrency, xRayRules }: UserSettings): Settings { |
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return { |
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baseCurrency, |
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isActive: xRayRules?.[this.getKey()]?.isActive ?? true, |
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thresholdMax: xRayRules?.[this.getKey()]?.thresholdMax ?? 0.12, |
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thresholdMin: xRayRules?.[this.getKey()]?.thresholdMin ?? 0.08 |
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}; |
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} |
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} |
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@ -1 +0,0 @@ |
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// import '!style-loader!css-loader!sass-loader!../../../apps/client/src/styles.scss';
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@ -1,32 +1,60 @@ |
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<mat-form-field appearance="outline" class="w-100 without-hint"> |
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<mat-label i18n>Tags</mat-label> |
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<mat-chip-grid #tagsChipList> |
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@for (tag of tagsSelected(); track tag.id) { |
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<mat-chip-row |
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matChipRemove |
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[removable]="true" |
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(removed)="onRemoveTag(tag)" |
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> |
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{{ tag.name }} |
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<ion-icon matChipTrailingIcon name="close-outline" /> |
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</mat-chip-row> |
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<div class="row"> |
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<div class="col"> |
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@if (readonly) { |
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<div class="h5" i18n>Tags</div> |
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@if (tags?.length > 0) { |
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<mat-chip-listbox> |
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@for (tag of tags; track tag) { |
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<mat-chip-option disabled>{{ tag.name }}</mat-chip-option> |
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} |
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</mat-chip-listbox> |
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} @else { |
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<div>-</div> |
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} |
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} @else { |
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<mat-form-field appearance="outline" class="w-100 without-hint"> |
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<mat-label i18n>Tags</mat-label> |
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<mat-chip-grid #tagsChipList> |
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@for (tag of tagsSelected(); track tag.id) { |
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<mat-chip-row |
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matChipRemove |
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[removable]="true" |
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(removed)="onRemoveTag(tag)" |
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> |
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{{ tag.name }} |
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<ion-icon matChipTrailingIcon name="close-outline" /> |
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</mat-chip-row> |
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} |
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<input |
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#tagInput |
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[formControl]="tagInputControl" |
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[matAutocomplete]="autocompleteTags" |
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[matChipInputFor]="tagsChipList" |
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[matChipInputSeparatorKeyCodes]="separatorKeysCodes" |
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/> |
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</mat-chip-grid> |
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<mat-autocomplete |
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#autocompleteTags="matAutocomplete" |
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(optionSelected)="onAddTag($event)" |
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> |
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@for (tag of filteredOptions | async; track tag.id) { |
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<mat-option [value]="tag.id"> |
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{{ tag.name }} |
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</mat-option> |
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} |
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@if (hasPermissionToCreateTags && tagInputControl.value) { |
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<mat-option [value]="tagInputControl.value.trim()"> |
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<span class="align-items-center d-flex"> |
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<ion-icon class="mr-2" name="add-circle-outline" /> |
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<ng-container i18n>Create</ng-container> "{{ |
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tagInputControl.value.trim() |
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}}" |
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</span> |
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</mat-option> |
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} |
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</mat-autocomplete> |
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</mat-form-field> |
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} |
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<input |
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#tagInput |
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[formControl]="tagInputControl" |
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[matAutocomplete]="autocompleteTags" |
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[matChipInputFor]="tagsChipList" |
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[matChipInputSeparatorKeyCodes]="separatorKeysCodes" |
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/> |
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</mat-chip-grid> |
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<mat-autocomplete |
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#autocompleteTags="matAutocomplete" |
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(optionSelected)="onAddTag($event)" |
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> |
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@for (tag of filteredOptions | async; track tag.id) { |
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<mat-option [value]="tag.id"> |
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{{ tag.name }} |
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</mat-option> |
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} |
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</mat-autocomplete> |
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</mat-form-field> |
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</div> |
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</div> |
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@ -0,0 +1,95 @@ |
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import { CommonModule } from '@angular/common'; |
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import { NoopAnimationsModule } from '@angular/platform-browser/animations'; |
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import { Meta, moduleMetadata, StoryObj } from '@storybook/angular'; |
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import { GfTagsSelectorComponent } from './tags-selector.component'; |
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export default { |
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title: 'Tags Selector', |
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component: GfTagsSelectorComponent, |
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decorators: [ |
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moduleMetadata({ |
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imports: [CommonModule, NoopAnimationsModule] |
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}) |
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] |
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} as Meta<GfTagsSelectorComponent>; |
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type Story = StoryObj<GfTagsSelectorComponent>; |
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const OPTIONS = [ |
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{ |
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id: '3ef7e6d9-4598-4eb2-b0e8-00e61cfc0ea6', |
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name: 'Gambling', |
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userId: 'c6a71541-d0e3-4e22-ae83-b5e5611b6695' |
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}, |
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{ |
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id: 'EMERGENCY_FUND', |
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name: 'Emergency Fund', |
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userId: null |
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}, |
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{ |
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id: 'RETIREMENT_FUND', |
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name: 'Retirement Fund', |
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userId: null |
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} |
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]; |
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export const Default: Story = { |
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args: { |
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tags: [ |
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{ |
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id: 'EMERGENCY_FUND', |
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name: 'Emergency Fund', |
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userId: null |
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} |
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], |
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tagsAvailable: OPTIONS |
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} |
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}; |
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export const CreateCustomTags: Story = { |
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args: { |
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hasPermissionToCreateTags: true, |
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tags: [ |
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{ |
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id: 'EMERGENCY_FUND', |
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name: 'Emergency Fund', |
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userId: null |
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} |
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], |
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tagsAvailable: OPTIONS |
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} |
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}; |
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export const Readonly: Story = { |
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args: { |
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readonly: true, |
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tags: [ |
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{ |
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id: 'EMERGENCY_FUND', |
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name: 'Emergency Fund', |
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userId: null |
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}, |
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{ |
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id: 'RETIREMENT_FUND', |
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name: 'Retirement Fund', |
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userId: null |
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} |
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], |
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tagsAvailable: OPTIONS |
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} |
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}; |
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export const WithoutValue: Story = { |
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args: { |
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tags: [], |
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tagsAvailable: OPTIONS |
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} |
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}; |
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export const WithoutOptions: Story = { |
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args: { |
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tags: [], |
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tagsAvailable: [] |
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} |
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}; |
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