Allow for symbol search by asset type

Prototype for quicker symbol automcomplete using local data.

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

@@ -335,6 +335,24 @@ export class OrderService {
     ];
     const where: Prisma.OrderWhereInput = { userId };
 
+    let symbolProfileConditions: Prisma.SymbolProfileWhereInput[] = [];
+    where.SymbolProfile = {
+      AND: symbolProfileConditions
+    };
+    const searchQuery = filters?.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+    if (searchQuery) {
+      symbolProfileConditions.push({
+        OR: [
+          { id: { mode: 'insensitive', contains: searchQuery } },
+          { isin: { mode: 'insensitive', contains: searchQuery } },
+          { name: { mode: 'insensitive', contains: searchQuery } },
+          { symbol: { mode: 'insensitive', contains: searchQuery } }
+        ]
+      });
+    }
+
     if (endDate || startDate) {
       where.AND = [];
 
@@ -363,10 +381,6 @@ export class OrderService {
       return type === 'SYMBOL';
     })?.id;
 
-    const searchQuery = filters?.find(({ type }) => {
-      return type === 'SEARCH_QUERY';
-    })?.id;
-
     if (filtersByAccount?.length > 0) {
       where.accountId = {
         in: filtersByAccount.map(({ id }) => {
@@ -380,7 +394,7 @@ export class OrderService {
     }
 
     if (filtersByAssetClass?.length > 0) {
-      where.SymbolProfile = {
+      symbolProfileConditions.push({
         OR: [
           {
             AND: [
@@ -405,7 +419,7 @@ export class OrderService {
             }
           }
         ]
-      };
+      });
     }
 
     if (filterByDataSource && filterBySymbol) {

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

@@ -1,3 +1,4 @@
+
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
@@ -18,6 +19,7 @@ import {
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
 import {
+  LookupItem,
   PortfolioDetails,
   PortfolioDividends,
   PortfolioHoldingResponse,
@@ -427,6 +429,28 @@ export class PortfolioController {
     return { holdings: Object.values(holdings) };
   }
 
+  @Get('lookup')
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(TransformDataSourceInResponseInterceptor)
+  public async lookupSymbol(
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('query') filterBySearchQuery?: string
+  ): Promise<{ items: LookupItem[] }> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterBySearchQuery
+    });
+
+    return {
+      items: await this.portfolioService.getLookup({
+        filters,
+        impersonationId,
+        userId: this.request.user.id
+      })
+    };
+  }
+
   @Get('investments')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)

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

@@ -34,13 +34,19 @@ import {
   EMERGENCY_FUND_TAG_ID,
   UNKNOWN_KEY
 } from '@ghostfolio/common/config';
-import { DATE_FORMAT, getSum, parseDate } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getAssetProfileIdentifier,
+  getSum,
+  parseDate
+} from '@ghostfolio/common/helper';
 import {
   AccountsResponse,
   EnhancedSymbolProfile,
   Filter,
   HistoricalDataItem,
   InvestmentItem,
+  LookupItem,
   PortfolioDetails,
   PortfolioHoldingResponse,
   PortfolioInvestments,
@@ -85,7 +91,7 @@ import {
   parseISO,
   set
 } from 'date-fns';
-import { isEmpty } from 'lodash';
+import { isEmpty, uniqBy } from 'lodash';
 
 import { PortfolioCalculator } from './calculator/portfolio-calculator';
 import { PortfolioCalculatorFactory } from './calculator/portfolio-calculator.factory';
@@ -342,6 +348,45 @@ export class PortfolioService {
     };
   }
 
+  public async getLookup({
+    filters,
+    impersonationId,
+    userId
+  }: {
+    dateRange?: DateRange;
+    filters?: Filter[];
+    impersonationId: string;
+    userId: string;
+  }): Promise<LookupItem[]> {
+    userId = await this.getUserId(impersonationId, userId);
+    const user = await this.userService.user({ id: userId });
+    const userCurrency = this.getUserCurrency(user);
+
+    const { activities } = await this.orderService.getOrders({
+      filters,
+      userCurrency,
+      userId
+    });
+
+    return uniqBy(activities, (activity) => {
+      return getAssetProfileIdentifier({
+        dataSource: activity.SymbolProfile.dataSource,
+        symbol: activity.SymbolProfile.symbol
+      });
+    }).map((activity) => ({
+      assetClass: activity.SymbolProfile.assetClass,
+      assetSubClass: activity.SymbolProfile.assetSubClass,
+      currency: activity.SymbolProfile.currency,
+      dataProviderInfo: {
+        isPremium: false,
+        name: 'Ghostfolio API'
+      },
+      dataSource: activity.SymbolProfile.dataSource,
+      name: activity.SymbolProfile.name,
+      symbol: activity.SymbolProfile.symbol
+    }));
+  }
+
   public async getDetails({
     dateRange = 'max',
     filters,

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

@@ -34,6 +34,7 @@ import {
   Filter,
   ImportResponse,
   InfoItem,
+  LookupItem,
   LookupResponse,
   MarketDataDetailsResponse,
   OAuthResponse,
@@ -565,6 +566,20 @@ export class DataService {
       );
   }
 
+  public fetchPortfolioLookup({ query }: { query: string }) {
+    let params = new HttpParams().set('query', query);
+
+    return this.http
+      .get<{ items: LookupItem[] }>('/api/v1/portfolio/lookup', {
+        params
+      })
+      .pipe(
+        map((response) => {
+          return response.items;
+        })
+      );
+  }
+
   public fetchPortfolioHoldings({
     filters,
     range

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.html

@@ -11,7 +11,9 @@
   [displayWith]="displayFn"
   (optionSelected)="onUpdateSymbol($event)"
 >
-  @if (!isLoading) {
+  @if (
+    (!isLoadingRemote || !isLoadingLocal) && filteredLookupItems.length > 0
+  ) {
     @for (lookupItem of filteredLookupItems; track lookupItem) {
       <mat-option
         class="line-height-1"
@@ -41,9 +43,20 @@
         >
       }
     }
+    @if (isLoadingRemote || isLoadingLocal) {
+      <mat-option class="line-height-1" [disabled]="true">
+        <span class="align-items-center d-flex line-height-1">
+          <mat-spinner
+            class="mat-more-symbols-progress-spinner"
+            [diameter]="20"
+          />
+          Loading more symbols ...
+        </span>
+      </mat-option>
+    }
   }
 </mat-autocomplete>
 
-@if (isLoading) {
+@if (isLoadingRemote || isLoadingLocal) {
   <mat-spinner class="position-absolute" [diameter]="20" />
 }

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.scss

@@ -6,3 +6,7 @@
     top: calc(50% - 10px);
   }
 }
+
+.mat-more-symbols-progress-spinner {
+  margin-right: 0.5rem;
+}

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts

@@ -1,3 +1,4 @@
+
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { LookupItem } from '@ghostfolio/common/interfaces';
@@ -34,11 +35,12 @@ import {
 import { MatInput, MatInputModule } from '@angular/material/input';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
 import { isString } from 'lodash';
-import { Subject, tap } from 'rxjs';
+import { combineLatest, Subject, tap } from 'rxjs';
 import {
   debounceTime,
   distinctUntilChanged,
   filter,
+  startWith,
   switchMap,
   takeUntil
 } from 'rxjs/operators';
@@ -77,7 +79,8 @@ export class GfSymbolAutocompleteComponent
   implements OnInit, OnDestroy
 {
   @Input() private includeIndices = false;
-  @Input() public isLoading = false;
+  @Input() public isLoadingLocal = false;
+  @Input() public isLoadingRemote = false;
 
   @ViewChild(MatInput) private input: MatInput;
 
@@ -120,29 +123,53 @@ export class GfSymbolAutocompleteComponent
           return isString(query) && query.length > 1;
         }),
         tap(() => {
-          this.isLoading = true;
+          this.isLoadingRemote = true;
+          this.isLoadingLocal = true;
 
           this.changeDetectorRef.markForCheck();
         }),
         debounceTime(400),
         distinctUntilChanged(),
         takeUntil(this.unsubscribeSubject),
-        switchMap((query: string) => {
-          return this.dataService.fetchSymbols({
+        switchMap((query: string) =>
+          combineLatest([
+            this.dataService
+              .fetchPortfolioLookup({
+                query
+              })
+              .pipe(startWith(undefined)),
+            this.dataService
+              .fetchSymbols({
                 query,
                 includeIndices: this.includeIndices
-          });
               })
+              .pipe(startWith(undefined))
+          ])
+        )
       )
       .subscribe((filteredLookupItems) => {
-        this.filteredLookupItems = filteredLookupItems.map((lookupItem) => {
+        const [localItems, remoteItems]: [LookupItem[], LookupItem[]] =
+          filteredLookupItems;
+        const uniqueItems = [
+          ...new Map(
+            (localItems ?? [])
+              .concat(remoteItems ?? [])
+              .map((item) => [item.symbol, item])
+          ).values()
+        ];
+        this.filteredLookupItems = uniqueItems.map((lookupItem) => {
           return {
             ...lookupItem,
             assetSubClassString: translate(lookupItem.assetSubClass)
           };
         });
 
-        this.isLoading = false;
+        if (localItems !== undefined) {
+          this.isLoadingLocal = false;
+        }
+        if (remoteItems !== undefined) {
+          this.isLoadingRemote = false;
+        }
 
         this.changeDetectorRef.markForCheck();
       });