ghostfolio/apps/client/src/app/components/home-overview/home-overview.component.ts

import { GfPortfolioPerformanceComponent } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.component';
import { GfPortfolioPnlCalendarComponent } from '@ghostfolio/client/components/portfolio-pnl-calendar/portfolio-pnl-calendar.component';
import { LayoutService } from '@ghostfolio/client/core/layout.service';
import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
import { UserService } from '@ghostfolio/client/services/user/user.service';
import {
  DEFAULT_CURRENCY,
  DEFAULT_DATE_RANGE,
  DEFAULT_LOCALE,
  NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
} from '@ghostfolio/common/config';
import { isCashPosition } from '@ghostfolio/common/helper';
import {
  AssetProfileIdentifier,
  HistoricalDataItem,
  LineChartItem,
  PortfolioPerformance,
  PortfolioPosition,
  User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { internalRoutes } from '@ghostfolio/common/routes/routes';
import { hasScope, scopes } from '@ghostfolio/common/scopes';
import { GfHoldingsTableComponent } from '@ghostfolio/ui/holdings-table';
import { GfLineChartComponent } from '@ghostfolio/ui/line-chart';
import { DataService } from '@ghostfolio/ui/services';

import {
  ChangeDetectionStrategy,
  Component,
  computed,
  DestroyRef,
  inject,
  OnInit,
  signal
} from '@angular/core';
import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
import { MatButtonModule } from '@angular/material/button';
import { MatCardModule } from '@angular/material/card';
import { Router, RouterModule } from '@angular/router';
import { DeviceDetectorService } from 'ngx-device-detector';

@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  imports: [
    GfHoldingsTableComponent,
    GfLineChartComponent,
    GfPortfolioPnlCalendarComponent,
    GfPortfolioPerformanceComponent,
    MatButtonModule,
    MatCardModule,
    RouterModule
  ],
  selector: 'gf-home-overview',
  styleUrls: ['./home-overview.scss'],
  templateUrl: './home-overview.html'
})
export class GfHomeOverviewComponent implements OnInit {
  protected readonly errors = signal<AssetProfileIdentifier[]>([]);
  protected readonly hasImpersonationId = signal(false);
  protected readonly historicalDataItems = signal<LineChartItem[] | null>(null);
  protected readonly pnlCalendarChart = signal<HistoricalDataItem[] | null>(
    null
  );
  protected readonly holdings = signal<PortfolioPosition[] | undefined>(
    undefined
  );
  protected readonly isLoadingPerformance = signal(true);

  protected readonly baseCurrency = computed(() => {
    return this.user()?.settings?.baseCurrency ?? DEFAULT_CURRENCY;
  });

  protected readonly locale = computed(() => {
    return this.user()?.settings?.locale ?? DEFAULT_LOCALE;
  });

  protected readonly performance = signal<PortfolioPerformance | null>(null);
  protected readonly performanceLabel = $localize`Performance`;
  protected readonly precision = signal(2);
  protected readonly user = signal<User | null>(null);

  protected readonly routerLinkAccounts = internalRoutes.accounts.routerLink;
  protected readonly routerLinkPortfolio = internalRoutes.portfolio.routerLink;
  protected readonly routerLinkPortfolioActivities =
    internalRoutes.portfolio.subRoutes.activities.routerLink;
  protected readonly routerLinkPortfolioActivitiesCreate =
    internalRoutes.portfolio.subRoutes.activities.subRoutes.create.routerLink;

  protected readonly deviceType = computed(
    () => this.deviceDetectorService.deviceInfo().deviceType
  );

  protected readonly hasPermissionToCreateActivity = computed(() => {
    return (
      hasPermission(this.user()?.permissions, permissions.createActivity) &&
      hasScope(this.user()?.scopes, scopes.activityCreate)
    );
  });

  protected readonly showDetails = computed(() => {
    const user = this.user();

    return user
      ? !user?.settings?.isRestrictedView && user?.settings?.viewMode !== 'ZEN'
      : false;
  });

  protected readonly showExperimentalHoldings = computed(() => {
    const user = this.user();

    return (
      user?.settings?.isExperimentalFeatures === true &&
      user?.settings?.viewMode !== 'ZEN'
    );
  });

  protected readonly unit = computed(() => {
    if (!this.showDetails()) {
      return '%';
    }

    return this.deviceType() === 'mobile'
      ? undefined
      : (this.user()?.settings?.baseCurrency ?? DEFAULT_CURRENCY);
  });

  private readonly dataService = inject(DataService);
  private readonly destroyRef = inject(DestroyRef);
  private readonly deviceDetectorService = inject(DeviceDetectorService);
  private readonly impersonationStorageService = inject(
    ImpersonationStorageService
  );
  private readonly layoutService = inject(LayoutService);
  private readonly router = inject(Router);
  private readonly userService = inject(UserService);

  public constructor() {
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user.set(state.user);
          this.update();
        }
      });
  }

  public ngOnInit() {
    this.impersonationStorageService
      .onChangeHasImpersonation()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((impersonationId) => {
        this.hasImpersonationId.set(!!impersonationId);
      });

    this.layoutService.shouldReloadContent$
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe(() => {
        this.update();
      });
  }

  protected onHoldingClicked({ dataSource, symbol }: AssetProfileIdentifier) {
    if (dataSource && symbol) {
      void this.router.navigate([], {
        queryParams: { dataSource, symbol, holdingDetailDialog: true }
      });
    }
  }

  private update() {
    const userSettings = this.user()?.settings;

    this.historicalDataItems.set(null);
    this.pnlCalendarChart.set(null);
    this.isLoadingPerformance.set(true);

    if (this.showExperimentalHoldings()) {
      this.holdings.set(undefined);

      this.dataService
        .fetchPortfolioHoldings({
          filters: [{ id: 'ACTIVE', type: 'HOLDING_TYPE' }],
          range: userSettings?.dateRange
        })
        .pipe(takeUntilDestroyed(this.destroyRef))
        .subscribe(({ holdings }) => {
          const baseCurrency = userSettings?.baseCurrency ?? DEFAULT_CURRENCY;

          this.holdings.set(
            holdings.filter(({ assetProfile }) => {
              return !(
                isCashPosition(assetProfile) &&
                assetProfile.currency === baseCurrency &&
                assetProfile.symbol === baseCurrency
              );
            })
          );
        });
    }

    this.dataService
      .fetchPortfolioPerformance({
        range: userSettings?.dateRange ?? DEFAULT_DATE_RANGE
      })
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe(({ chart, errors, performance }) => {
        this.errors.set(errors ?? []);
        this.performance.set(performance);

        // Reuse the overview request whenever it already covers all history.
        if ((userSettings?.dateRange ?? DEFAULT_DATE_RANGE) === 'max') {
          this.pnlCalendarChart.set(chart ?? []);
        }

        this.historicalDataItems.set(
          chart?.map(
            ({ date, netPerformanceInPercentageWithCurrencyEffect }) => {
              return {
                date,
                value: (netPerformanceInPercentageWithCurrencyEffect ?? 0) * 100
              };
            }
          ) ?? null
        );

        this.precision.set(2);

        if (
          this.deviceType() === 'mobile' &&
          performance.currentValueInBaseCurrency >=
            NUMERICAL_PRECISION_THRESHOLD_6_FIGURES
        ) {
          this.precision.set(0);
        }

        this.isLoadingPerformance.set(false);
      });

    if ((userSettings?.dateRange ?? DEFAULT_DATE_RANGE) !== 'max') {
      this.dataService
        .fetchPortfolioPerformance({ range: 'max' })
        .pipe(takeUntilDestroyed(this.destroyRef))
        .subscribe({
          next: ({ chart }) => {
            this.pnlCalendarChart.set(chart ?? []);
          },
          error: () => {
            this.pnlCalendarChart.set([]);
          }
        });
    }
  }
}