Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section * Update changelogpull/1043/head
parent
069ddcc6b2
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import { NgModule } from '@angular/core';
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import { RouterModule, Routes } from '@angular/router';
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import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
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import { HoldingsPageComponent } from './holdings-page.component';
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const routes: Routes = [
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{ path: '', component: HoldingsPageComponent, canActivate: [AuthGuard] }
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];
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@NgModule({
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imports: [RouterModule.forChild(routes)],
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exports: [RouterModule]
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})
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export class HoldingsPageRoutingModule {}
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import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
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import { MatDialog } from '@angular/material/dialog';
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import { ActivatedRoute, Router } from '@angular/router';
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import { PositionDetailDialogParams } from '@ghostfolio/client/components/position/position-detail-dialog/interfaces/interfaces';
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import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
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import { DataService } from '@ghostfolio/client/services/data.service';
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import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
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import { UserService } from '@ghostfolio/client/services/user/user.service';
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import {
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Filter,
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PortfolioDetails,
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PortfolioPosition,
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User
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} from '@ghostfolio/common/interfaces';
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import { hasPermission, permissions } from '@ghostfolio/common/permissions';
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import { AssetClass, DataSource } from '@prisma/client';
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import { DeviceDetectorService } from 'ngx-device-detector';
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import { Subject, Subscription } from 'rxjs';
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import { distinctUntilChanged, switchMap, takeUntil } from 'rxjs/operators';
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@Component({
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host: { class: 'page' },
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selector: 'gf-holdings-page',
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styleUrls: ['./holdings-page.scss'],
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templateUrl: './holdings-page.html'
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})
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export class HoldingsPageComponent implements OnDestroy, OnInit {
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public activeFilters: Filter[] = [];
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public allFilters: Filter[];
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public deviceType: string;
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public filters$ = new Subject<Filter[]>();
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public hasImpersonationId: boolean;
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public hasPermissionToCreateOrder: boolean;
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public isLoading = false;
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public placeholder = '';
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public portfolioDetails: PortfolioDetails;
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public positionsArray: PortfolioPosition[];
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public routeQueryParams: Subscription;
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public user: User;
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private readonly SEARCH_PLACEHOLDER = 'Filter by account or tag...';
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private unsubscribeSubject = new Subject<void>();
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/**
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* @constructor
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*/
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public constructor(
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private changeDetectorRef: ChangeDetectorRef,
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private dataService: DataService,
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private deviceService: DeviceDetectorService,
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private dialog: MatDialog,
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private impersonationStorageService: ImpersonationStorageService,
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private route: ActivatedRoute,
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private router: Router,
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private userService: UserService
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) {
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this.routeQueryParams = route.queryParams
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.pipe(takeUntil(this.unsubscribeSubject))
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.subscribe((params) => {
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if (
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params['dataSource'] &&
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params['positionDetailDialog'] &&
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params['symbol']
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) {
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this.openPositionDialog({
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dataSource: params['dataSource'],
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symbol: params['symbol']
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});
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}
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});
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}
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/**
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* Initializes the controller
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*/
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public ngOnInit() {
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this.deviceType = this.deviceService.getDeviceInfo().deviceType;
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this.impersonationStorageService
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.onChangeHasImpersonation()
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.pipe(takeUntil(this.unsubscribeSubject))
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.subscribe((aId) => {
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this.hasImpersonationId = !!aId;
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});
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this.filters$
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.pipe(
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distinctUntilChanged(),
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switchMap((filters) => {
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this.isLoading = true;
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this.activeFilters = filters;
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this.placeholder =
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this.activeFilters.length <= 0 ? this.SEARCH_PLACEHOLDER : '';
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return this.dataService.fetchPortfolioDetails({
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filters: this.activeFilters
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});
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}),
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takeUntil(this.unsubscribeSubject)
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)
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.subscribe((portfolioDetails) => {
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this.portfolioDetails = portfolioDetails;
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this.initializeAnalysisData();
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this.isLoading = false;
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this.changeDetectorRef.markForCheck();
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});
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this.userService.stateChanged
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.pipe(takeUntil(this.unsubscribeSubject))
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.subscribe((state) => {
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if (state?.user) {
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this.user = state.user;
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this.hasPermissionToCreateOrder = hasPermission(
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this.user.permissions,
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permissions.createOrder
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);
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const accountFilters: Filter[] = this.user.accounts
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.filter(({ accountType }) => {
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return accountType === 'SECURITIES';
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})
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.map(({ id, name }) => {
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return {
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id,
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label: name,
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type: 'ACCOUNT'
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};
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});
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const assetClassFilters: Filter[] = [];
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for (const assetClass of Object.keys(AssetClass)) {
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assetClassFilters.push({
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id: assetClass,
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label: assetClass,
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type: 'ASSET_CLASS'
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});
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}
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const tagFilters: Filter[] = this.user.tags.map(({ id, name }) => {
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return {
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id,
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label: name,
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type: 'TAG'
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};
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});
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this.allFilters = [
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...accountFilters,
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...assetClassFilters,
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...tagFilters
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];
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this.changeDetectorRef.markForCheck();
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}
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});
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}
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public initialize() {
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this.positionsArray = [];
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}
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public initializeAnalysisData() {
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this.initialize();
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for (const [symbol, position] of Object.entries(
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this.portfolioDetails.holdings
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)) {
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this.positionsArray.push(position);
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}
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}
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public ngOnDestroy() {
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this.unsubscribeSubject.next();
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this.unsubscribeSubject.complete();
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}
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private openPositionDialog({
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dataSource,
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symbol
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}: {
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dataSource: DataSource;
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symbol: string;
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}) {
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this.userService
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.get()
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.pipe(takeUntil(this.unsubscribeSubject))
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.subscribe((user) => {
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this.user = user;
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const dialogRef = this.dialog.open(PositionDetailDialog, {
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autoFocus: false,
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data: <PositionDetailDialogParams>{
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dataSource,
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symbol,
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baseCurrency: this.user?.settings?.baseCurrency,
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deviceType: this.deviceType,
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hasImpersonationId: this.hasImpersonationId,
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hasPermissionToReportDataGlitch: hasPermission(
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this.user?.permissions,
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permissions.reportDataGlitch
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),
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locale: this.user?.settings?.locale
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},
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height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
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width: this.deviceType === 'mobile' ? '100vw' : '50rem'
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});
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dialogRef
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.afterClosed()
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.pipe(takeUntil(this.unsubscribeSubject))
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.subscribe(() => {
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this.router.navigate(['.'], { relativeTo: this.route });
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});
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});
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}
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}
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<div class="container">
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<div class="row">
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<div class="col">
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<h3 class="d-flex justify-content-center mb-3" i18n>Holdings</h3>
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<gf-activities-filter
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[allFilters]="allFilters"
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[isLoading]="isLoading"
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[placeholder]="placeholder"
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(valueChanged)="filters$.next($event)"
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></gf-activities-filter>
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</div>
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</div>
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<div class="row">
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<div class="col-lg">
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<gf-positions-table
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[baseCurrency]="user?.settings?.baseCurrency"
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[deviceType]="deviceType"
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[locale]="user?.settings?.locale"
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[positions]="positionsArray"
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></gf-positions-table>
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<div *ngIf="hasPermissionToCreateOrder" class="text-center">
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<a
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class="mt-3"
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i18n
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mat-stroked-button
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[routerLink]="['/portfolio', 'activities']"
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>Manage Activities</a
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>
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</div>
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</div>
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</div>
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</div>
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import { CommonModule } from '@angular/common';
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import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
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import { MatButtonModule } from '@angular/material/button';
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import { GfPositionsTableModule } from '@ghostfolio/client/components/positions-table/positions-table.module';
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import { GfActivitiesFilterModule } from '@ghostfolio/ui/activities-filter/activities-filter.module';
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import { HoldingsPageRoutingModule } from './holdings-page-routing.module';
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import { HoldingsPageComponent } from './holdings-page.component';
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@NgModule({
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declarations: [HoldingsPageComponent],
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imports: [
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CommonModule,
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GfActivitiesFilterModule,
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GfPositionsTableModule,
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HoldingsPageRoutingModule,
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MatButtonModule
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],
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schemas: [CUSTOM_ELEMENTS_SCHEMA]
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})
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export class HoldingsPageModule {}
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:host {
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display: block;
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}
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