Feature/move positions table to holdings section (#1042)

* Move positions table to holdings section

* Update changelog
pull/1043/head
Thomas Kaul 3 years ago committed by GitHub
parent 069ddcc6b2
commit 109f0ebd70
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@ -14,6 +14,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
- Moved the positions table to a dedicated section (_Holdings_)
- Changed the data gathering by symbol endpoint to delete data first
## 1.164.0 - 23.06.2022

@ -127,6 +127,13 @@ const routes: Routes = [
(m) => m.FirePageModule
)
},
{
path: 'portfolio/holdings',
loadChildren: () =>
import('./pages/portfolio/holdings/holdings-page.module').then(
(m) => m.HoldingsPageModule
)
},
{
path: 'portfolio/report',
loadChildren: () =>

@ -29,6 +29,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
@Input() deviceType: string;
@Input() hasPermissionToShowValues = true;
@Input() locale: string;
@Input() pageSize = Number.MAX_SAFE_INTEGER;
@Input() positions: PortfolioPosition[];
@Output() transactionDeleted = new EventEmitter<string>();
@ -45,7 +46,6 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
ASSET_SUB_CLASS_EMERGENCY_FUND
];
public isLoading = true;
public pageSize = 7;
public routeQueryParams: Subscription;
private unsubscribeSubject = new Subject<void>();

@ -68,7 +68,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
| 'value'
>;
};
public positionsArray: PortfolioPosition[];
public routeQueryParams: Subscription;
public sectors: {
[name: string]: { name: string; value: number };
@ -229,7 +228,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
}
};
this.positions = {};
this.positionsArray = [];
this.sectors = {
[UNKNOWN_KEY]: {
name: UNKNOWN_KEY,
@ -285,7 +283,6 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
exchange: position.exchange,
name: position.name
};
this.positionsArray.push(position);
if (position.assetClass !== AssetClass.CASH) {
// Prepare analysis data by continents, countries and sectors except for cash

@ -262,14 +262,4 @@
</mat-card>
</div>
</div>
<div class="row">
<div class="col-lg">
<gf-positions-table
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[locale]="user?.settings?.locale"
[positions]="positionsArray"
></gf-positions-table>
</div>
</div>
</div>

@ -1,7 +1,6 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatCardModule } from '@angular/material/card';
import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
import { GfWorldMapChartModule } from '@ghostfolio/client/components/world-map-chart/world-map-chart.module';
import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
@ -14,20 +13,17 @@ import { AllocationsPageComponent } from './allocations-page.component';
@NgModule({
declarations: [AllocationsPageComponent],
exports: [],
imports: [
AllocationsPageRoutingModule,
CommonModule,
GfActivitiesFilterModule,
GfPortfolioProportionChartModule,
GfPositionsTableModule,
GfPremiumIndicatorModule,
GfToggleModule,
GfWorldMapChartModule,
GfValueModule,
MatCardModule
],
providers: [],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class AllocationsPageModule {}

@ -27,14 +27,5 @@
font-size: 90%;
}
}
a {
color: rgba(var(--palette-primary-500), 1);
font-weight: 500;
&:hover {
color: rgba(var(--palette-primary-300), 1);
}
}
}
}

@ -0,0 +1,15 @@
import { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
import { HoldingsPageComponent } from './holdings-page.component';
const routes: Routes = [
{ path: '', component: HoldingsPageComponent, canActivate: [AuthGuard] }
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class HoldingsPageRoutingModule {}

@ -0,0 +1,220 @@
import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
import { MatDialog } from '@angular/material/dialog';
import { ActivatedRoute, Router } from '@angular/router';
import { PositionDetailDialogParams } from '@ghostfolio/client/components/position/position-detail-dialog/interfaces/interfaces';
import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
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 {
Filter,
PortfolioDetails,
PortfolioPosition,
User
} from '@ghostfolio/common/interfaces';
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { AssetClass, DataSource } from '@prisma/client';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject, Subscription } from 'rxjs';
import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
@Component({
host: { class: 'page' },
selector: 'gf-holdings-page',
styleUrls: ['./holdings-page.scss'],
templateUrl: './holdings-page.html'
})
export class HoldingsPageComponent implements OnDestroy, OnInit {
public activeFilters: Filter[] = [];
public allFilters: Filter[];
public deviceType: string;
public filters$ = new Subject<Filter[]>();
public hasImpersonationId: boolean;
public hasPermissionToCreateOrder: boolean;
public isLoading = false;
public placeholder = '';
public portfolioDetails: PortfolioDetails;
public positionsArray: PortfolioPosition[];
public routeQueryParams: Subscription;
public user: User;
private readonly SEARCH_PLACEHOLDER = 'Filter by account or tag...';
private unsubscribeSubject = new Subject<void>();
/**
* @constructor
*/
public constructor(
private changeDetectorRef: ChangeDetectorRef,
private dataService: DataService,
private deviceService: DeviceDetectorService,
private dialog: MatDialog,
private impersonationStorageService: ImpersonationStorageService,
private route: ActivatedRoute,
private router: Router,
private userService: UserService
) {
this.routeQueryParams = route.queryParams
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((params) => {
if (
params['dataSource'] &&
params['positionDetailDialog'] &&
params['symbol']
) {
this.openPositionDialog({
dataSource: params['dataSource'],
symbol: params['symbol']
});
}
});
}
/**
* Initializes the controller
*/
public ngOnInit() {
this.deviceType = this.deviceService.getDeviceInfo().deviceType;
this.impersonationStorageService
.onChangeHasImpersonation()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((aId) => {
this.hasImpersonationId = !!aId;
});
this.filters$
.pipe(
distinctUntilChanged(),
switchMap((filters) => {
this.isLoading = true;
this.activeFilters = filters;
this.placeholder =
this.activeFilters.length <= 0 ? this.SEARCH_PLACEHOLDER : '';
return this.dataService.fetchPortfolioDetails({
filters: this.activeFilters
});
}),
takeUntil(this.unsubscribeSubject)
)
.subscribe((portfolioDetails) => {
this.portfolioDetails = portfolioDetails;
this.initializeAnalysisData();
this.isLoading = false;
this.changeDetectorRef.markForCheck();
});
this.userService.stateChanged
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((state) => {
if (state?.user) {
this.user = state.user;
this.hasPermissionToCreateOrder = hasPermission(
this.user.permissions,
permissions.createOrder
);
const accountFilters: Filter[] = this.user.accounts
.filter(({ accountType }) => {
return accountType === 'SECURITIES';
})
.map(({ id, name }) => {
return {
id,
label: name,
type: 'ACCOUNT'
};
});
const assetClassFilters: Filter[] = [];
for (const assetClass of Object.keys(AssetClass)) {
assetClassFilters.push({
id: assetClass,
label: assetClass,
type: 'ASSET_CLASS'
});
}
const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
return {
id,
label: name,
type: 'TAG'
};
});
this.allFilters = [
...accountFilters,
...assetClassFilters,
...tagFilters
];
this.changeDetectorRef.markForCheck();
}
});
}
public initialize() {
this.positionsArray = [];
}
public initializeAnalysisData() {
this.initialize();
for (const [symbol, position] of Object.entries(
this.portfolioDetails.holdings
)) {
this.positionsArray.push(position);
}
}
public ngOnDestroy() {
this.unsubscribeSubject.next();
this.unsubscribeSubject.complete();
}
private openPositionDialog({
dataSource,
symbol
}: {
dataSource: DataSource;
symbol: string;
}) {
this.userService
.get()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe((user) => {
this.user = user;
const dialogRef = this.dialog.open(PositionDetailDialog, {
autoFocus: false,
data: <PositionDetailDialogParams>{
dataSource,
symbol,
baseCurrency: this.user?.settings?.baseCurrency,
deviceType: this.deviceType,
hasImpersonationId: this.hasImpersonationId,
hasPermissionToReportDataGlitch: hasPermission(
this.user?.permissions,
permissions.reportDataGlitch
),
locale: this.user?.settings?.locale
},
height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
width: this.deviceType === 'mobile' ? '100vw' : '50rem'
});
dialogRef
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
this.router.navigate(['.'], { relativeTo: this.route });
});
});
}
}

@ -0,0 +1,32 @@
<div class="container">
<div class="row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3" i18n>Holdings</h3>
<gf-activities-filter
[allFilters]="allFilters"
[isLoading]="isLoading"
[placeholder]="placeholder"
(valueChanged)="filters$.next($event)"
></gf-activities-filter>
</div>
</div>
<div class="row">
<div class="col-lg">
<gf-positions-table
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[locale]="user?.settings?.locale"
[positions]="positionsArray"
></gf-positions-table>
<div *ngIf="hasPermissionToCreateOrder" class="text-center">
<a
class="mt-3"
i18n
mat-stroked-button
[routerLink]="['/portfolio', 'activities']"
>Manage Activities</a
>
</div>
</div>
</div>
</div>

@ -0,0 +1,21 @@
import { CommonModule } from '@angular/common';
import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
import { MatButtonModule } from '@angular/material/button';
import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
import { HoldingsPageRoutingModule } from './holdings-page-routing.module';
import { HoldingsPageComponent } from './holdings-page.component';
@NgModule({
declarations: [HoldingsPageComponent],
imports: [
CommonModule,
GfActivitiesFilterModule,
GfPositionsTableModule,
HoldingsPageRoutingModule,
MatButtonModule
],
schemas: [CUSTOM_ELEMENTS_SCHEMA]
})
export class HoldingsPageModule {}

@ -1,10 +1,28 @@
<div class="container">
<h3 class="d-flex justify-content-center mb-3" i18n>Portfolio</h3>
<div class="row">
<div class="col-xs-12 col-md-6 mb-3">
<mat-card class="d-flex flex-column h-100">
<h4 i18n>Holdings</h4>
<div class="flex-grow-1" i18n>
Get an overview of your current holdings.
</div>
<div class="mt-2 text-right">
<a
color="primary"
mat-button
[routerLink]="['/portfolio', 'holdings']"
>
<span i18n>Open Holdings</span>
<ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
</a>
</div>
</mat-card>
</div>
<div class="col-xs-12 col-md-6 mb-3">
<mat-card class="d-flex flex-column h-100">
<h4 i18n>Activities</h4>
<div class="flex-grow-1">
<div class="flex-grow-1" i18n>
Manage your activities: stocks, ETFs, cryptocurrencies, dividend, and
valuables.
</div>
@ -29,7 +47,7 @@
class="ml-1"
></gf-premium-indicator>
</h4>
<div class="flex-grow-1">
<div class="flex-grow-1" i18n>
Check the allocations of your portfolio by account, asset class,
currency, sector and region.
</div>
@ -54,7 +72,7 @@
class="ml-1"
></gf-premium-indicator>
</h4>
<div class="flex-grow-1">
<div class="flex-grow-1" i18n>
Ghostfolio Analysis visualizes your portfolio and shows your top and
bottom performers.
</div>
@ -79,7 +97,7 @@
class="ml-1"
></gf-premium-indicator>
</h4>
<div class="flex-grow-1">
<div class="flex-grow-1" i18n>
Ghostfolio X-ray uses static analysis to identify potential issues and
risks in your portfolio.
</div>
@ -100,7 +118,7 @@
class="ml-1"
></gf-premium-indicator>
</h4>
<div class="flex-grow-1">
<div class="flex-grow-1" i18n>
Ghostfolio FIRE calculates metrics for the
<i>Financial Independence, Retire Early</i> lifestyle.
</div>

@ -112,6 +112,7 @@
<div class="row">
<div class="col-lg">
<gf-positions-table
pageSize="7"
[deviceType]="deviceType"
[hasPermissionToShowValues]="false"
[positions]="positionsArray"

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