ghostfolio/apps/client/src/app/pages/public/public-page.component.ts

import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import {
  convertValuesToPercentagesOfTotal,
  getAssetProfileIdentifier,
  getCountryName,
  getHoldingName,
  isCashPosition
} from '@ghostfolio/common/helper';
import {
  InfoItem,
  PortfolioPosition,
  PublicPortfolioResponse
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Market } from '@ghostfolio/common/types';
import { GfActivitiesTableComponent } from '@ghostfolio/ui/activities-table/activities-table.component';
import { GfHoldingsTableComponent } from '@ghostfolio/ui/holdings-table/holdings-table.component';
import { translate } from '@ghostfolio/ui/i18n';
import { GfPortfolioProportionChartComponent } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.component';
import { DataService } from '@ghostfolio/ui/services';
import { GfValueComponent } from '@ghostfolio/ui/value';
import { GfWorldMapChartComponent } from '@ghostfolio/ui/world-map-chart';

import { HttpErrorResponse } from '@angular/common/http';
import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  computed,
  CUSTOM_ELEMENTS_SCHEMA,
  DestroyRef,
  inject,
  OnInit
} from '@angular/core';
import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { MatTableDataSource } from '@angular/material/table';
import { ActivatedRoute, Router } from '@angular/router';
import { StatusCodes } from 'http-status-codes';
import { DeviceDetectorService } from 'ngx-device-detector';
import { EMPTY } from 'rxjs';
import { catchError } from 'rxjs/operators';

@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'page' },
  imports: [
    GfActivitiesTableComponent,
    GfHoldingsTableComponent,
    GfPortfolioProportionChartComponent,
    GfValueComponent,
    GfWorldMapChartComponent,
    MatButtonModule,
    MatCardModule
  ],
  schemas: [CUSTOM_ELEMENTS_SCHEMA],
  selector: 'gf-public-page',
  styleUrls: ['./public-page.scss'],
  templateUrl: './public-page.html'
})
export class GfPublicPageComponent implements OnInit {
  protected continents: {
    [code: string]: { name: string; value: number };
  };
  protected countries: {
    [code: string]: { name: string; value: number };
  };
  protected readonly defaultAlias = $localize`someone`;
  protected readonly deviceType = computed(
    () => this.deviceDetectorService.deviceInfo().deviceType
  );
  protected hasPermissionForSubscription: boolean;
  protected holdings: PublicPortfolioResponse['holdings'];
  protected info: InfoItem;
  protected isLoading = true;
  protected latestActivitiesDataSource: MatTableDataSource<
    PublicPortfolioResponse['latestActivities'][0]
  >;
  protected markets: {
    [key in Market]: { id: Market; valueInPercentage: number };
  };
  protected readonly pageSize = Number.MAX_SAFE_INTEGER;
  protected positions: {
    [assetProfileIdentifier: string]: Pick<
      PortfolioPosition['assetProfile'],
      'currency' | 'name'
    > & {
      value: number;
    };
  };
  protected publicPortfolioDetails: PublicPortfolioResponse;
  protected sectors: {
    [name: string]: { name: string; value: number };
  };
  protected symbols: {
    [symbol: string]: { name: string; symbol: string; value: number };
  };
  protected readonly UNKNOWN_KEY = UNKNOWN_KEY;

  private readonly activatedRoute = inject(ActivatedRoute);
  private readonly changeDetectorRef = inject(ChangeDetectorRef);
  private readonly dataService = inject(DataService);
  private readonly destroyRef = inject(DestroyRef);
  private readonly deviceDetectorService = inject(DeviceDetectorService);
  private readonly router = inject(Router);

  private accessId: string;

  public constructor() {
    this.activatedRoute.params.subscribe((params) => {
      this.accessId = params['id'];
    });

    this.info = this.dataService.fetchInfo();

    this.hasPermissionForSubscription = hasPermission(
      this.info?.globalPermissions,
      permissions.enableSubscription
    );
  }

  public ngOnInit() {
    this.dataService
      .fetchPublicPortfolio(this.accessId)
      .pipe(
        takeUntilDestroyed(this.destroyRef),
        catchError((error: HttpErrorResponse) => {
          if (error.status === StatusCodes.NOT_FOUND) {
            console.error(error);
            this.router.navigate(['/']);
          }

          return EMPTY;
        })
      )
      .subscribe((portfolioPublicDetails) => {
        this.publicPortfolioDetails = portfolioPublicDetails;

        this.initializeAnalysisData();

        this.latestActivitiesDataSource = new MatTableDataSource(
          this.publicPortfolioDetails.latestActivities
        );

        this.isLoading = false;

        this.changeDetectorRef.markForCheck();
      });
  }

  private initializeAnalysisData() {
    this.continents = {
      [UNKNOWN_KEY]: {
        name: UNKNOWN_KEY,
        value: 0
      }
    };
    this.countries = {
      [UNKNOWN_KEY]: {
        name: UNKNOWN_KEY,
        value: 0
      }
    };
    this.holdings = [];
    this.markets = this.publicPortfolioDetails.markets;
    this.positions = {};
    this.sectors = {
      [UNKNOWN_KEY]: {
        name: UNKNOWN_KEY,
        value: 0
      }
    };
    this.symbols = {
      [UNKNOWN_KEY]: {
        name: UNKNOWN_KEY,
        symbol: UNKNOWN_KEY,
        value: 0
      }
    };

    let totalValueExcludingCashPositions = 0;

    for (const position of this.publicPortfolioDetails.holdings) {
      const assetProfileIdentifier = getAssetProfileIdentifier(
        position.assetProfile
      );

      this.holdings.push(position);

      this.positions[assetProfileIdentifier] = {
        currency: position.assetProfile.currency,
        name: position.assetProfile.name,
        value: position.allocationInPercentage
      };

      if (!isCashPosition(position.assetProfile)) {
        // Prepare analysis data by continents, countries, holdings and sectors
        // except for cash

        const value = position.valueInPercentage ?? 0;

        totalValueExcludingCashPositions += value;

        if (position.assetProfile.countries.length > 0) {
          for (const country of position.assetProfile.countries) {
            const { code, continent, weight } = country;

            if (this.continents[continent]?.value) {
              this.continents[continent].value += weight * value;
            } else {
              this.continents[continent] = {
                name: translate(continent),
                value: weight * value
              };
            }

            if (this.countries[code]?.value) {
              this.countries[code].value += weight * value;
            } else {
              this.countries[code] = {
                name: getCountryName({ code }),
                value: weight * value
              };
            }
          }
        } else {
          this.continents[UNKNOWN_KEY].value += value;

          this.countries[UNKNOWN_KEY].value += value;
        }

        if (position.assetProfile.sectors.length > 0) {
          for (const sector of position.assetProfile.sectors) {
            const { name, weight } = sector;

            if (this.sectors[name]?.value) {
              this.sectors[name].value += weight * value;
            } else {
              this.sectors[name] = {
                name: translate(name),
                value: weight * value
              };
            }
          }
        } else {
          this.sectors[UNKNOWN_KEY].value += value;
        }
      }

      const symbol = position.assetProfile.symbol;

      const value = position.valueInPercentage ?? 0;

      const symbolData = this.symbols[symbol];

      if (symbolData) {
        // Aggregate holdings with the same symbol from different data sources
        symbolData.value += value;
      } else {
        this.symbols[symbol] = {
          symbol,
          value,
          name: getHoldingName(position.assetProfile)
        };
      }
    }

    // The values are percentages of the whole portfolio, but the analysis data
    // does not contain the cash positions
    for (const values of [this.continents, this.countries, this.sectors]) {
      convertValuesToPercentagesOfTotal({
        values,
        total: totalValueExcludingCashPositions
      });
    }
  }
}