Refactoring

apps/api/src/app/endpoints/public/public.controller.ts

@@ -94,17 +94,6 @@ export class PublicController {
       })
     ]);
 
-    const baseCurrency =
-      user.settings?.settings.baseCurrency ?? DEFAULT_CURRENCY;
-    const filteredHoldings = Object.fromEntries(
-      Object.entries(holdings).filter(([, holding]) => {
-        const isCash =
-          holding.assetProfile.assetSubClass === AssetSubClass.CASH;
-        const isBaseCurrency = holding.assetProfile.symbol === baseCurrency;
-        return !(isCash && isBaseCurrency);
-      })
-    );
-
     const { activities } = await this.activitiesService.getActivities({
       filters: portfolioFilters.length > 0 ? portfolioFilters : undefined,
       sortColumn: 'date',
@@ -175,23 +164,19 @@ export class PublicController {
     };
 
     const totalValue = getSum(
-      Object.values(filteredHoldings).map(
+      Object.values(holdings).map(({ assetProfile, marketPrice, quantity }) => {
-        ({ assetProfile, marketPrice, quantity }) => {
+        return new Big(
-          return new Big(
+          this.exchangeRateDataService.toCurrency(
-            this.exchangeRateDataService.toCurrency(
+            quantity * marketPrice,
-              quantity * marketPrice,
+            assetProfile.currency,
-              assetProfile.currency,
+            this.request.user?.settings?.settings.baseCurrency ??
-              this.request.user?.settings?.settings.baseCurrency ??
+              DEFAULT_CURRENCY
-                DEFAULT_CURRENCY
+          )
-            )
+        );
-          );
+      })
-        }
-      )
     ).toNumber();
 
-    for (const [symbol, portfolioPosition] of Object.entries(
+    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
-      filteredHoldings
-    )) {
       publicPortfolioResponse.holdings[symbol] = {
         allocationInPercentage:
           portfolioPosition.valueInBaseCurrency / totalValue,

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.component.ts

@@ -3,6 +3,7 @@ import { CreateAccessDto, UpdateAccessDto } from '@ghostfolio/common/dtos';
 import { Filter, PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { AccountWithPlatform } from '@ghostfolio/common/types';
 import { validateObjectForForm } from '@ghostfolio/common/utils';
+import { translate } from '@ghostfolio/ui/i18n';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import {
   GfPortfolioFilterFormComponent,
@@ -37,7 +38,7 @@ import {
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
-import { AccessPermission } from '@prisma/client';
+import { AccessPermission, AssetClass } from '@prisma/client';
 import { StatusCodes } from 'http-status-codes';
 import { EMPTY, catchError } from 'rxjs';
 
@@ -110,6 +111,18 @@ export class GfCreateOrUpdateAccessDialogComponent implements OnInit {
       ]
     });
 
+    this.assetClasses = Object.keys(AssetClass)
+      .map((assetClass) => {
+        return {
+          id: assetClass,
+          label: translate(assetClass),
+          type: 'ASSET_CLASS' as const
+        };
+      })
+      .sort((a, b) => {
+        return a.label.localeCompare(b.label);
+      });
+
     this.userService
       .get()
       .pipe(takeUntilDestroyed(this.destroyRef))
@@ -117,13 +130,21 @@ export class GfCreateOrUpdateAccessDialogComponent implements OnInit {
         this.accounts = accounts;
         this.hasExperimentalFeatures = settings.isExperimentalFeatures ?? false;
 
-        this.tags = tags
+        this.tags =
-          .filter(({ isUsed }) => isUsed)
+          tags
-          .map(({ id, name }) => ({
+            ?.filter(({ isUsed }) => {
-            id,
+              return isUsed;
-            label: name,
+            })
-            type: 'TAG' as const
+            ?.map(({ id, name }) => {
-          }));
+              return {
+                id,
+                label: translate(name),
+                type: 'TAG' as const
+              };
+            })
+            ?.sort((a, b) => {
+              return a.label.localeCompare(b.label);
+            }) ?? [];
 
         this.updateFiltersFormControl(this.data.access?.settings?.filters);
 
@@ -216,26 +237,24 @@ export class GfCreateOrUpdateAccessDialogComponent implements OnInit {
 
   private loadHoldings() {
     this.dataService
-      .fetchPortfolioDetails({})
+      .fetchPortfolioHoldings()
       .pipe(takeUntilDestroyed(this.destroyRef))
-      .subscribe((response) => {
+      .subscribe(({ holdings }) => {
-        if (response.holdings) {
+        this.holdings = holdings
-          this.holdings = Object.values(response.holdings);
+          .filter(({ assetProfile }) => {
-
+            return (
-          const assetClassesSet = new Set<string>();
+              assetProfile.assetSubClass &&
-          Object.values(response.holdings).forEach((holding) => {
+              !['CASH'].includes(assetProfile.assetSubClass)
-            if (holding.assetProfile.assetClass) {
+            );
-              assetClassesSet.add(holding.assetProfile.assetClass);
+          })
-            }
+          .sort((a, b) => {
+            return (a.assetProfile.name ?? '').localeCompare(
+              b.assetProfile.name ?? ''
+            );
           });
-          this.assetClasses = Array.from(assetClassesSet).map((ac) => ({
-            id: ac,
-            label: ac,
-            type: 'ASSET_CLASS' as const
-          }));
 
-          this.updateFiltersFormControl(this.data.access?.settings?.filters);
+        this.updateFiltersFormControl(this.data.access?.settings?.filters);
-        }
+
         this.changeDetectorRef.markForCheck();
       });
   }