mirror of https://github.com/ghostfolio/ghostfolio
Thomas Kaul
1 month ago
committed by
GitHub
GitHub
15 changed files with 218 additions and 191 deletions
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import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; |
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import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service'; |
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import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service'; |
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import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; |
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import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service'; |
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import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper'; |
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import { |
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AssetProfileIdentifier, |
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BenchmarkMarketDataDetails, |
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Filter |
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} from '@ghostfolio/common/interfaces'; |
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import { DateRange, UserWithSettings } from '@ghostfolio/common/types'; |
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|
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import { Injectable, Logger } from '@nestjs/common'; |
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import { format, isSameDay } from 'date-fns'; |
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import { isNumber } from 'lodash'; |
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@Injectable() |
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export class BenchmarksService { |
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public constructor( |
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private readonly benchmarkService: BenchmarkService, |
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private readonly exchangeRateDataService: ExchangeRateDataService, |
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private readonly marketDataService: MarketDataService, |
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private readonly portfolioService: PortfolioService, |
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private readonly symbolService: SymbolService |
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) {} |
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public async getMarketDataForUser({ |
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dataSource, |
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dateRange, |
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endDate = new Date(), |
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filters, |
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impersonationId, |
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startDate, |
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symbol, |
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user, |
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withExcludedAccounts |
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}: { |
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dateRange: DateRange; |
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endDate?: Date; |
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filters?: Filter[]; |
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impersonationId: string; |
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startDate: Date; |
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user: UserWithSettings; |
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withExcludedAccounts?: boolean; |
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} & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetails> { |
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const marketData: { date: string; value: number }[] = []; |
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const userCurrency = user.Settings.settings.baseCurrency; |
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const userId = user.id; |
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const { chart } = await this.portfolioService.getPerformance({ |
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dateRange, |
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filters, |
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impersonationId, |
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userId, |
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withExcludedAccounts |
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}); |
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const [currentSymbolItem, marketDataItems] = await Promise.all([ |
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this.symbolService.get({ |
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dataGatheringItem: { |
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dataSource, |
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symbol |
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} |
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}), |
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this.marketDataService.marketDataItems({ |
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orderBy: { |
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date: 'asc' |
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}, |
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where: { |
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dataSource, |
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symbol, |
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date: { |
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in: chart.map(({ date }) => { |
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return resetHours(parseDate(date)); |
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}) |
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} |
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} |
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}) |
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]); |
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const exchangeRates = |
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await this.exchangeRateDataService.getExchangeRatesByCurrency({ |
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startDate, |
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currencies: [currentSymbolItem.currency], |
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targetCurrency: userCurrency |
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}); |
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const exchangeRateAtStartDate = |
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exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
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format(startDate, DATE_FORMAT) |
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]; |
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const marketPriceAtStartDate = marketDataItems?.find(({ date }) => { |
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return isSameDay(date, startDate); |
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})?.marketPrice; |
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if (!marketPriceAtStartDate) { |
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Logger.error( |
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`No historical market data has been found for ${symbol} (${dataSource}) at ${format( |
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startDate, |
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DATE_FORMAT |
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)}`,
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'BenchmarkService' |
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); |
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return { marketData }; |
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} |
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for (const marketDataItem of marketDataItems) { |
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const exchangeRate = |
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exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
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format(marketDataItem.date, DATE_FORMAT) |
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]; |
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|
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const exchangeRateFactor = |
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isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate) |
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? exchangeRate / exchangeRateAtStartDate |
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: 1; |
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marketData.push({ |
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date: format(marketDataItem.date, DATE_FORMAT), |
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value: |
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marketPriceAtStartDate === 0 |
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? 0 |
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: this.benchmarkService.calculateChangeInPercentage( |
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marketPriceAtStartDate, |
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marketDataItem.marketPrice * exchangeRateFactor |
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) * 100 |
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}); |
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} |
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const includesEndDate = isSameDay( |
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parseDate(marketData.at(-1).date), |
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endDate |
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); |
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if (currentSymbolItem?.marketPrice && !includesEndDate) { |
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const exchangeRate = |
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exchangeRates[`${currentSymbolItem.currency}${userCurrency}`]?.[ |
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format(endDate, DATE_FORMAT) |
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]; |
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|
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const exchangeRateFactor = |
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isNumber(exchangeRateAtStartDate) && isNumber(exchangeRate) |
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? exchangeRate / exchangeRateAtStartDate |
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: 1; |
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marketData.push({ |
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date: format(endDate, DATE_FORMAT), |
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value: |
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this.benchmarkService.calculateChangeInPercentage( |
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marketPriceAtStartDate, |
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currentSymbolItem.marketPrice * exchangeRateFactor |
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) * 100 |
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}); |
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} |
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return { |
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marketData |
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}; |
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} |
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} |
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@ -0,0 +1,24 @@ |
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import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module'; |
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import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module'; |
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import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module'; |
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import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module'; |
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import { PropertyModule } from '@ghostfolio/api/services/property/property.module'; |
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import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module'; |
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import { Module } from '@nestjs/common'; |
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import { BenchmarkService } from './benchmark.service'; |
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@Module({ |
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exports: [BenchmarkService], |
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imports: [ |
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DataProviderModule, |
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MarketDataModule, |
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PrismaModule, |
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PropertyModule, |
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RedisCacheModule, |
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SymbolProfileModule |
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], |
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providers: [BenchmarkService] |
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}) |
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export class BenchmarkModule {} |
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