Feature/add date range support to portfolio holdings page (#3303)

* Add date range support

* Update changelog

CHANGELOG.md

@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added the date range support to the portfolio holdings page
+
 ### Changed
 
 - Removed the date range support in the activities table on the portfolio activities page (experimental)

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

@@ -290,6 +290,7 @@ export class PortfolioController {
     @Query('assetClasses') filterByAssetClasses?: string,
     @Query('holdingType') filterByHoldingType?: string,
     @Query('query') filterBySearchQuery?: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioHoldingsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
@@ -301,6 +302,7 @@ export class PortfolioController {
     });
 
     const { holdings } = await this.portfolioService.getDetails({
+      dateRange,
       filters,
       impersonationId,
       userId: this.request.user.id

apps/client/src/app/pages/portfolio/holdings/holdings-page.component.ts

@@ -123,7 +123,8 @@ export class HoldingsPageComponent implements OnDestroy, OnInit {
     }
 
     return this.dataService.fetchPortfolioHoldings({
-      filters
+      filters,
+      range: this.user?.settings?.dateRange
     });
   }
 

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

@@ -464,13 +464,21 @@ export class DataService {
   }
 
   public fetchPortfolioHoldings({
-    filters
+    filters,
+    range
   }: {
     filters?: Filter[];
-  } = {}) {
+    range?: DateRange;
+  }) {
+    let params = this.buildFiltersAsQueryParams({ filters });
+
+    if (range) {
+      params = params.append('range', range);
+    }
+
     return this.http
       .get<PortfolioHoldingsResponse>('/api/v1/portfolio/holdings', {
-        params: this.buildFiltersAsQueryParams({ filters })
+        params
       })
       .pipe(
         map((response) => {