From de9c4cb45af870f53faa3ef571593551f3215128 Mon Sep 17 00:00:00 2001 From: Thomas <4159106+dtslvr@users.noreply.github.com> Date: Tue, 18 Apr 2023 19:35:59 +0200 Subject: [PATCH] Rename to ETF provider --- .../allocations/allocations-page.component.ts | 23 ++++----- .../allocations/allocations-page.html | 48 ++++++++++--------- 2 files changed, 34 insertions(+), 37 deletions(-) diff --git a/apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts b/apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts index 728eb42ba..7d541553f 100644 --- a/apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts +++ b/apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts @@ -65,7 +65,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit { | 'exchange' | 'name' | 'value' - > & { organization: string }; + > & { etfProvider: string }; }; public sectors: { [name: string]: { name: string; value: number }; @@ -249,7 +249,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit { public initializeAnalysisData() { this.initialize(); - for (const [id, { current, name, original }] of Object.entries( + for (const [id, { current, name }] of Object.entries( this.portfolioDetails.accounts )) { this.accounts[id] = { @@ -275,13 +275,12 @@ export class AllocationsPageComponent implements OnDestroy, OnInit { assetClass: position.assetClass, assetSubClass: position.assetSubClass, currency: position.currency, - exchange: position.exchange, - name: position.name, - organization: this.nameToOrganization({ - assetClass: position.assetClass, + etfProvider: this.extractEtfProvider({ assetSubClass: position.assetSubClass, name: position.name - }) + }), + exchange: position.exchange, + name: position.name }; if (position.assetClass !== AssetClass.CASH) { @@ -458,22 +457,18 @@ export class AllocationsPageComponent implements OnDestroy, OnInit { }); } - private nameToOrganization({ - assetClass, + private extractEtfProvider({ assetSubClass, name }: { - assetClass: AssetClass; assetSubClass: PortfolioPosition['assetSubClass']; name: string; }) { - if (assetClass.toUpperCase() === 'CASH') { - return UNKNOWN_KEY; - } else if (assetSubClass === 'ETF' || name.includes('ETF')) { + if (assetSubClass === 'ETF') { const [firstWord] = name.split(' '); return firstWord; } - return name; + return UNKNOWN_KEY; } } diff --git a/apps/client/src/app/pages/portfolio/allocations/allocations-page.html b/apps/client/src/app/pages/portfolio/allocations/allocations-page.html index 92b1a65fe..e618a3db5 100644 --- a/apps/client/src/app/pages/portfolio/allocations/allocations-page.html +++ b/apps/client/src/app/pages/portfolio/allocations/allocations-page.html @@ -100,29 +100,6 @@ -
- - - By Organization - - - - - -
@@ -272,4 +249,29 @@
+
+
+ + + By ETF Provider + + + + + +
+