Feature/improve analysis page (#609)

* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog

CHANGELOG.md

@@ -9,6 +9,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Improved the portfolio analysis page: show the y-axis and extend the chart in relation to the days in market
 - Restructured the about page
 - Start refactoring _transactions_ to _activities_
 - Refactored the demo user id

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

@@ -10,12 +10,12 @@ import { baseCurrency } from '@ghostfolio/common/config';
 import {
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformance,
   PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
@@ -48,42 +48,6 @@ export class PortfolioController {
     private readonly userService: UserService
   ) {}
 
-  @Get('investments')
-  @UseGuards(AuthGuard('jwt'))
-  public async findAll(
-    @Headers('impersonation-id') impersonationId: string,
-    @Res() res: Response
-  ): Promise<InvestmentItem[]> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      res.status(StatusCodes.FORBIDDEN);
-      return <any>res.json([]);
-    }
-
-    let investments = await this.portfolioService.getInvestments(
-      impersonationId
-    );
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      const maxInvestment = investments.reduce(
-        (investment, item) => Math.max(investment, item.investment),
-        1
-      );
-
-      investments = investments.map((item) => ({
-        date: item.date,
-        investment: item.investment / maxInvestment
-      }));
-    }
-
-    return <any>res.json(investments);
-  }
-
   @Get('chart')
   @UseGuards(AuthGuard('jwt'))
   public async getChart(
@@ -200,6 +164,42 @@ export class PortfolioController {
     return <any>res.json({ accounts, hasError, holdings });
   }
 
+  @Get('investments')
+  @UseGuards(AuthGuard('jwt'))
+  public async getInvestments(
+    @Headers('impersonation-id') impersonationId: string,
+    @Res() res: Response
+  ): Promise<PortfolioInvestments> {
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      res.status(StatusCodes.FORBIDDEN);
+      return <any>res.json({});
+    }
+
+    let investments = await this.portfolioService.getInvestments(
+      impersonationId
+    );
+
+    if (
+      impersonationId ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
+      const maxInvestment = investments.reduce(
+        (investment, item) => Math.max(investment, item.investment),
+        1
+      );
+
+      investments = investments.map((item) => ({
+        date: item.date,
+        investment: item.investment / maxInvestment
+      }));
+    }
+
+    return <any>res.json({ firstOrderDate: investments[0]?.date, investments });
+  }
+
   @Get('performance')
   @UseGuards(AuthGuard('jwt'))
   public async getPerformance(

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

@@ -55,7 +55,7 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty } from 'lodash';
+import { isEmpty, sortBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -150,12 +150,33 @@ export class PortfolioService {
       return [];
     }
 
-    return portfolioCalculator.getInvestments().map((item) => {
+    const investments = portfolioCalculator.getInvestments().map((item) => {
       return {
         date: item.date,
         investment: item.investment.toNumber()
       };
     });
+
+    // Add investment of today
+    const investmentOfToday = investments.filter((investment) => {
+      return investment.date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (investmentOfToday.length <= 0) {
+      const pastInvestments = investments.filter((investment) => {
+        return isBefore(parseDate(investment.date), new Date());
+      });
+      const lastInvestment = pastInvestments[pastInvestments.length - 1];
+
+      investments.push({
+        date: format(new Date(), DATE_FORMAT),
+        investment: lastInvestment?.investment ?? 0
+      });
+    }
+
+    return sortBy(investments, (investment) => {
+      return investment.date;
+    });
   }
 
   public async getChart(

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -10,6 +10,7 @@ import {
   ViewChild
 } from '@angular/core';
 import { primaryColorRgb } from '@ghostfolio/common/config';
+import { parseDate } from '@ghostfolio/common/helper';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import {
   Chart,
@@ -19,7 +20,7 @@ import {
   PointElement,
   TimeScale
 } from 'chart.js';
-import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
+import { addDays, isAfter, parseISO, subDays } from 'date-fns';
 
 @Component({
   selector: 'gf-investment-chart',
@@ -27,8 +28,10 @@ import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
   templateUrl: './investment-chart.component.html',
   styleUrls: ['./investment-chart.component.scss']
 })
-export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
+export class InvestmentChartComponent implements OnChanges, OnDestroy {
+  @Input() daysInMarket: number;
   @Input() investments: InvestmentItem[];
+  @Input() isInPercent = false;
 
   @ViewChild('chartCanvas') chartCanvas;
 
@@ -45,8 +48,6 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
     );
   }
 
-  public ngOnInit() {}
-
   public ngOnChanges() {
     if (this.investments) {
       this.initialize();
@@ -61,19 +62,25 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
     this.isLoading = true;
 
     if (this.investments?.length > 0) {
-      // Extend chart by three months (before)
+      // Extend chart by 5% of days in market (before)
       const firstItem = this.investments[0];
       this.investments.unshift({
         ...firstItem,
-        date: subMonths(parseISO(firstItem.date), 3).toISOString(),
+        date: subDays(
+          parseISO(firstItem.date),
+          this.daysInMarket * 0.05 || 90
+        ).toISOString(),
         investment: 0
       });
 
-      // Extend chart by three months (after)
+      // Extend chart by 5% of days in market (after)
       const lastItem = this.investments[this.investments.length - 1];
       this.investments.push({
         ...lastItem,
-        date: addMonths(new Date(), 3).toISOString()
+        date: addDays(
+          parseDate(lastItem.date),
+          this.daysInMarket * 0.05 || 90
+        ).toISOString()
       });
     }
 
@@ -136,12 +143,26 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
                 }
               },
               y: {
-                display: false,
+                display: !this.isInPercent,
                 grid: {
                   display: false
                 },
                 ticks: {
-                  display: false
+                  display: true,
+                  callback: (tickValue, index, ticks) => {
+                    if (index === 0 || index === ticks.length - 1) {
+                      // Only print last and first legend entry
+                      if (typeof tickValue === 'number') {
+                        return tickValue.toFixed(2);
+                      }
+
+                      return tickValue;
+                    }
+
+                    return '';
+                  },
+                  mirror: true,
+                  z: 1
                 }
               }
             }

apps/client/src/app/components/investment-chart/investment-chart.module.ts

@@ -7,7 +7,6 @@ import { InvestmentChartComponent } from './investment-chart.component';
 @NgModule({
   declarations: [InvestmentChartComponent],
   exports: [InvestmentChartComponent],
-  imports: [CommonModule, NgxSkeletonLoaderModule],
-  providers: []
+  imports: [CommonModule, NgxSkeletonLoaderModule]
 })
 export class GfInvestmentChartModule {}

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

@@ -2,9 +2,9 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
+import { User } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import { ToggleOption } from '@ghostfolio/common/types';
+import { differenceInDays } from 'date-fns';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -16,28 +16,10 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './analysis-page.html'
 })
 export class AnalysisPageComponent implements OnDestroy, OnInit {
-  public accounts: {
-    [symbol: string]: Pick<PortfolioPosition, 'name'> & { value: number };
-  };
-  public continents: {
-    [code: string]: { name: string; value: number };
-  };
-  public countries: {
-    [code: string]: { name: string; value: number };
-  };
+  public daysInMarket: number;
   public deviceType: string;
   public hasImpersonationId: boolean;
-  public period = 'current';
-  public periodOptions: ToggleOption[] = [
-    { label: 'Initial', value: 'original' },
-    { label: 'Current', value: 'current' }
-  ];
   public investments: InvestmentItem[];
-  public portfolioPositions: { [symbol: string]: PortfolioPosition };
-  public positions: { [symbol: string]: any };
-  public sectors: {
-    [name: string]: { name: string; value: number };
-  };
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -69,8 +51,9 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchInvestments()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((response) => {
-        this.investments = response;
+      .subscribe(({ firstOrderDate, investments }) => {
+        this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
+        this.investments = investments;
 
         this.changeDetectorRef.markForCheck();
       });

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

@@ -11,6 +11,8 @@
         <mat-card-content>
           <gf-investment-chart
             class="h-100"
+            [daysInMarket]="daysInMarket"
+            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [investments]="investments"
           ></gf-investment-chart>
         </mat-card-content>

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

@@ -5,7 +5,6 @@ import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
-import { PortfolioPositionDetail } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { PortfolioPositions } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-positions.interface';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { SymbolItem } from '@ghostfolio/api/app/symbol/interfaces/symbol-item.interface';
@@ -23,13 +22,13 @@ import {
   InfoItem,
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformance,
   PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary,
   User
 } from '@ghostfolio/common/interfaces';
-import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import { permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { DataSource, Order as OrderModel } from '@prisma/client';
@@ -124,6 +123,18 @@ export class DataService {
     return info;
   }
 
+  public fetchInvestments(): Observable<PortfolioInvestments> {
+    return this.http.get<any>('/api/portfolio/investments').pipe(
+      map((response) => {
+        if (response.firstOrderDate) {
+          response.firstOrderDate = parseISO(response.firstOrderDate);
+        }
+
+        return response;
+      })
+    );
+  }
+
   public fetchSymbolItem({
     dataSource,
     includeHistoricalData = false,
@@ -170,10 +181,6 @@ export class DataService {
     );
   }
 
-  public fetchInvestments() {
-    return this.http.get<InvestmentItem[]>('/api/portfolio/investments');
-  }
-
   public fetchPortfolioDetails(aParams: { [param: string]: any }) {
     return this.http.get<PortfolioDetails>('/api/portfolio/details', {
       params: aParams

libs/common/src/lib/interfaces/index.ts

@@ -8,6 +8,7 @@ import { Export } from './export.interface';
 import { InfoItem } from './info-item.interface';
 import { PortfolioChart } from './portfolio-chart.interface';
 import { PortfolioDetails } from './portfolio-details.interface';
+import { PortfolioInvestments } from './portfolio-investments.interface';
 import { PortfolioItem } from './portfolio-item.interface';
 import { PortfolioOverview } from './portfolio-overview.interface';
 import { PortfolioPerformance } from './portfolio-performance.interface';
@@ -33,6 +34,7 @@ export {
   InfoItem,
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioItem,
   PortfolioOverview,
   PortfolioPerformance,

libs/common/src/lib/interfaces/portfolio-investments.interface.ts

@@ -0,0 +1,6 @@
+import { InvestmentItem } from './investment-item.interface';
+
+export interface PortfolioInvestments {
+  firstOrderDate: Date;
+  investments: InvestmentItem[];
+}