Feature/extend X-ray page by summary (#4107)

* Add summary to X-ray page

* Update changelog

CHANGELOG.md

@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## Unreleased
+
+### Added
+
+- Extended the _X-ray_ page by a summary
+
 ## 2.126.1 - 2024-12-07
 
 ### Added

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

@@ -23,7 +23,7 @@ import {
   PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
-  PortfolioReport
+  PortfolioReportResponse
 } from '@ghostfolio/common/interfaces';
 import {
   hasReadRestrictedAccessPermission,
@@ -611,7 +611,7 @@ export class PortfolioController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getReport(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string
-  ): Promise<PortfolioReport> {
+  ): Promise<PortfolioReportResponse> {
     const report = await this.portfolioService.getReport(impersonationId);
 
     if (

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

@@ -37,7 +37,7 @@ import {
   PortfolioInvestments,
   PortfolioPerformanceResponse,
   PortfolioPosition,
-  PortfolioReport,
+  PortfolioReportResponse,
   PortfolioSummary,
   Position,
   UserSettings
@@ -1162,7 +1162,9 @@ export class PortfolioService {
     };
   }
 
-  public async getReport(impersonationId: string): Promise<PortfolioReport> {
+  public async getReport(
+    impersonationId: string
+  ): Promise<PortfolioReportResponse> {
     const userId = await this.getUserId(impersonationId, this.request.user.id);
     const userSettings = this.request.user.Settings.settings as UserSettings;
 
@@ -1179,79 +1181,79 @@ export class PortfolioService {
       })
     ).toNumber();
 
-    return {
-      rules: {
-        accountClusterRisk:
-          summary.ordersCount > 0
-            ? await this.rulesService.evaluate(
-                [
-                  new AccountClusterRiskCurrentInvestment(
-                    this.exchangeRateDataService,
-                    accounts
-                  ),
-                  new AccountClusterRiskSingleAccount(
-                    this.exchangeRateDataService,
-                    accounts
-                  )
-                ],
-                userSettings
-              )
-            : undefined,
-        economicMarketClusterRisk:
-          summary.ordersCount > 0
-            ? await this.rulesService.evaluate(
-                [
-                  new EconomicMarketClusterRiskDevelopedMarkets(
-                    this.exchangeRateDataService,
-                    marketsTotalInBaseCurrency,
-                    markets.developedMarkets.valueInBaseCurrency
-                  ),
-                  new EconomicMarketClusterRiskEmergingMarkets(
-                    this.exchangeRateDataService,
-                    marketsTotalInBaseCurrency,
-                    markets.emergingMarkets.valueInBaseCurrency
-                  )
-                ],
-                userSettings
-              )
-            : undefined,
-        currencyClusterRisk:
-          summary.ordersCount > 0
-            ? await this.rulesService.evaluate(
-                [
-                  new CurrencyClusterRiskBaseCurrencyCurrentInvestment(
-                    this.exchangeRateDataService,
-                    Object.values(holdings)
-                  ),
-                  new CurrencyClusterRiskCurrentInvestment(
-                    this.exchangeRateDataService,
-                    Object.values(holdings)
-                  )
-                ],
-                userSettings
-              )
-            : undefined,
-        emergencyFund: await this.rulesService.evaluate(
-          [
-            new EmergencyFundSetup(
-              this.exchangeRateDataService,
-              userSettings.emergencyFund
+    const rules: PortfolioReportResponse['rules'] = {
+      accountClusterRisk:
+        summary.ordersCount > 0
+          ? await this.rulesService.evaluate(
+              [
+                new AccountClusterRiskCurrentInvestment(
+                  this.exchangeRateDataService,
+                  accounts
+                ),
+                new AccountClusterRiskSingleAccount(
+                  this.exchangeRateDataService,
+                  accounts
+                )
+              ],
+              userSettings
             )
-          ],
-          userSettings
-        ),
-        fees: await this.rulesService.evaluate(
-          [
-            new FeeRatioInitialInvestment(
-              this.exchangeRateDataService,
-              summary.committedFunds,
-              summary.fees
+          : undefined,
+      economicMarketClusterRisk:
+        summary.ordersCount > 0
+          ? await this.rulesService.evaluate(
+              [
+                new EconomicMarketClusterRiskDevelopedMarkets(
+                  this.exchangeRateDataService,
+                  marketsTotalInBaseCurrency,
+                  markets.developedMarkets.valueInBaseCurrency
+                ),
+                new EconomicMarketClusterRiskEmergingMarkets(
+                  this.exchangeRateDataService,
+                  marketsTotalInBaseCurrency,
+                  markets.emergingMarkets.valueInBaseCurrency
+                )
+              ],
+              userSettings
             )
-          ],
-          userSettings
-        )
-      }
+          : undefined,
+      currencyClusterRisk:
+        summary.ordersCount > 0
+          ? await this.rulesService.evaluate(
+              [
+                new CurrencyClusterRiskBaseCurrencyCurrentInvestment(
+                  this.exchangeRateDataService,
+                  Object.values(holdings)
+                ),
+                new CurrencyClusterRiskCurrentInvestment(
+                  this.exchangeRateDataService,
+                  Object.values(holdings)
+                )
+              ],
+              userSettings
+            )
+          : undefined,
+      emergencyFund: await this.rulesService.evaluate(
+        [
+          new EmergencyFundSetup(
+            this.exchangeRateDataService,
+            userSettings.emergencyFund
+          )
+        ],
+        userSettings
+      ),
+      fees: await this.rulesService.evaluate(
+        [
+          new FeeRatioInitialInvestment(
+            this.exchangeRateDataService,
+            summary.committedFunds,
+            summary.fees
+          )
+        ],
+        userSettings
+      )
     };
+
+    return { rules, statistics: this.getReportStatistics(rules) };
   }
 
   public async updateTags({
@@ -1670,6 +1672,24 @@ export class PortfolioService {
     return { markets, marketsAdvanced };
   }
 
+  private getReportStatistics(
+    evaluatedRules: PortfolioReportResponse['rules']
+  ): PortfolioReportResponse['statistics'] {
+    const rulesActiveCount = Object.values(evaluatedRules)
+      .flat()
+      .filter(({ isActive }) => {
+        return isActive === true;
+      }).length;
+
+    const rulesFulfilledCount = Object.values(evaluatedRules)
+      .flat()
+      .filter(({ value }) => {
+        return value === true;
+      }).length;
+
+    return { rulesActiveCount, rulesFulfilledCount };
+  }
+
   private getStreaks({
     investments,
     savingsRate

apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html

@@ -2,11 +2,28 @@
   <div class="row">
     <div class="col">
       <h2 class="d-none d-sm-block h3 mb-3 text-center">X-ray</h2>
-      <p class="mb-4" i18n>
+      <p i18n>
         Ghostfolio X-ray uses static analysis to uncover potential issues and
         risks in your portfolio. Adjust the rules below and set custom
         thresholds to align with your personal investment strategy.
       </p>
+      <p class="mb-4">
+        @if (isLoading) {
+          <ngx-skeleton-loader
+            animation="pulse"
+            class="w-100"
+            [theme]="{
+              height: '1rem',
+              width: '100%'
+            }"
+          />
+        } @else {
+          {{ statistics?.rulesFulfilledCount }}
+          <ng-container i18n>of</ng-container>
+          {{ statistics?.rulesActiveCount }}
+          <ng-container i18n>rules are currently fulfilled.</ng-container>
+        }
+      </p>
       <div class="mb-4">
         <h4 class="align-items-center d-flex m-0">
           <span i18n>Emergency Fund</span>
@@ -20,7 +37,7 @@
             hasPermissionToUpdateUserSettings &&
             user?.settings?.isExperimentalFeatures
           "
-          [isLoading]="isLoadingPortfolioReport"
+          [isLoading]="isLoading"
           [rules]="emergencyFundRules"
           [settings]="user?.settings?.xRayRules"
           (rulesUpdated)="onRulesUpdated($event)"
@@ -39,7 +56,7 @@
             hasPermissionToUpdateUserSettings &&
             user?.settings?.isExperimentalFeatures
           "
-          [isLoading]="isLoadingPortfolioReport"
+          [isLoading]="isLoading"
           [rules]="currencyClusterRiskRules"
           [settings]="user?.settings?.xRayRules"
           (rulesUpdated)="onRulesUpdated($event)"
@@ -58,7 +75,7 @@
             hasPermissionToUpdateUserSettings &&
             user?.settings?.isExperimentalFeatures
           "
-          [isLoading]="isLoadingPortfolioReport"
+          [isLoading]="isLoading"
           [rules]="accountClusterRiskRules"
           [settings]="user?.settings?.xRayRules"
           (rulesUpdated)="onRulesUpdated($event)"
@@ -77,7 +94,7 @@
             hasPermissionToUpdateUserSettings &&
             user?.settings?.isExperimentalFeatures
           "
-          [isLoading]="isLoadingPortfolioReport"
+          [isLoading]="isLoading"
           [rules]="economicMarketClusterRiskRules"
           [settings]="user?.settings?.xRayRules"
           (rulesUpdated)="onRulesUpdated($event)"
@@ -96,7 +113,7 @@
             hasPermissionToUpdateUserSettings &&
             user?.settings?.isExperimentalFeatures
           "
-          [isLoading]="isLoadingPortfolioReport"
+          [isLoading]="isLoading"
           [rules]="feeRules"
           [settings]="user?.settings?.xRayRules"
           (rulesUpdated)="onRulesUpdated($event)"
@@ -111,7 +128,7 @@
               hasPermissionToUpdateUserSettings &&
               user?.settings?.isExperimentalFeatures
             "
-            [isLoading]="isLoadingPortfolioReport"
+            [isLoading]="isLoading"
             [rules]="inactiveRules"
             [settings]="user?.settings?.xRayRules"
             (rulesUpdated)="onRulesUpdated($event)"

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

@@ -3,8 +3,8 @@ 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 {
-  PortfolioReportRule,
-  PortfolioReport
+  PortfolioReportResponse,
+  PortfolioReportRule
 } from '@ghostfolio/common/interfaces';
 import { User } from '@ghostfolio/common/interfaces/user.interface';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
@@ -26,7 +26,8 @@ export class XRayPageComponent {
   public hasImpersonationId: boolean;
   public hasPermissionToUpdateUserSettings: boolean;
   public inactiveRules: PortfolioReportRule[];
-  public isLoadingPortfolioReport = false;
+  public isLoading = false;
+  public statistics: PortfolioReportResponse['statistics'];
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -87,56 +88,53 @@ export class XRayPageComponent {
   }
 
   private initializePortfolioReport() {
-    this.isLoadingPortfolioReport = true;
+    this.isLoading = true;
 
     this.dataService
       .fetchPortfolioReport()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((portfolioReport) => {
-        this.inactiveRules = this.mergeInactiveRules(portfolioReport);
+      .subscribe(({ rules, statistics }) => {
+        this.inactiveRules = this.mergeInactiveRules(rules);
+        this.statistics = statistics;
 
         this.accountClusterRiskRules =
-          portfolioReport.rules['accountClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
+          rules['accountClusterRisk']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
 
         this.currencyClusterRiskRules =
-          portfolioReport.rules['currencyClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
+          rules['currencyClusterRisk']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
 
         this.economicMarketClusterRiskRules =
-          portfolioReport.rules['economicMarketClusterRisk']?.filter(
-            ({ isActive }) => {
-              return isActive;
-            }
-          ) ?? null;
+          rules['economicMarketClusterRisk']?.filter(({ isActive }) => {
+            return isActive;
+          }) ?? null;
 
         this.emergencyFundRules =
-          portfolioReport.rules['emergencyFund']?.filter(({ isActive }) => {
+          rules['emergencyFund']?.filter(({ isActive }) => {
             return isActive;
           }) ?? null;
 
         this.feeRules =
-          portfolioReport.rules['fees']?.filter(({ isActive }) => {
+          rules['fees']?.filter(({ isActive }) => {
             return isActive;
           }) ?? null;
 
-        this.isLoadingPortfolioReport = false;
+        this.isLoading = false;
 
         this.changeDetectorRef.markForCheck();
       });
   }
 
-  private mergeInactiveRules(report: PortfolioReport): PortfolioReportRule[] {
+  private mergeInactiveRules(
+    rules: PortfolioReportResponse['rules']
+  ): PortfolioReportRule[] {
     let inactiveRules: PortfolioReportRule[] = [];
 
-    for (const category in report.rules) {
-      const rulesArray = report.rules[category];
+    for (const category in rules) {
+      const rulesArray = rules[category];
 
       inactiveRules = inactiveRules.concat(
         rulesArray.filter(({ isActive }) => {

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

@@ -37,7 +37,7 @@ import {
   PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
-  PortfolioReport,
+  PortfolioReportResponse,
   PublicPortfolioResponse,
   User
 } from '@ghostfolio/common/interfaces';
@@ -613,7 +613,7 @@ export class DataService {
   }
 
   public fetchPortfolioReport() {
-    return this.http.get<PortfolioReport>('/api/v1/portfolio/report');
+    return this.http.get<PortfolioReportResponse>('/api/v1/portfolio/report');
   }
 
   public fetchPublicPortfolio(aAccessId: string) {

libs/common/src/lib/interfaces/index.ts

@@ -34,7 +34,6 @@ import type { PortfolioOverview } from './portfolio-overview.interface';
 import type { PortfolioPerformance } from './portfolio-performance.interface';
 import type { PortfolioPosition } from './portfolio-position.interface';
 import type { PortfolioReportRule } from './portfolio-report-rule.interface';
-import type { PortfolioReport } from './portfolio-report.interface';
 import type { PortfolioSummary } from './portfolio-summary.interface';
 import type { Position } from './position.interface';
 import type { Product } from './product';
@@ -50,6 +49,7 @@ import type { LookupResponse } from './responses/lookup-response.interface';
 import type { OAuthResponse } from './responses/oauth-response.interface';
 import type { PortfolioHoldingsResponse } from './responses/portfolio-holdings-response.interface';
 import type { PortfolioPerformanceResponse } from './responses/portfolio-performance-response.interface';
+import type { PortfolioReportResponse } from './responses/portfolio-report.interface';
 import type { PublicPortfolioResponse } from './responses/public-portfolio-response.interface';
 import type { QuotesResponse } from './responses/quotes-response.interface';
 import type { ScraperConfiguration } from './scraper-configuration.interface';
@@ -108,7 +108,7 @@ export {
   PortfolioPerformance,
   PortfolioPerformanceResponse,
   PortfolioPosition,
-  PortfolioReport,
+  PortfolioReportResponse,
   PortfolioReportRule,
   PortfolioSummary,
   Position,

libs/common/src/lib/interfaces/portfolio-report.interface.ts

@@ -1,5 +0,0 @@
-import { PortfolioReportRule } from './portfolio-report-rule.interface';
-
-export interface PortfolioReport {
-  rules: { [group: string]: PortfolioReportRule[] };
-}

libs/common/src/lib/interfaces/responses/portfolio-report.interface.ts

@@ -0,0 +1,9 @@
+import { PortfolioReportRule } from '../portfolio-report-rule.interface';
+
+export interface PortfolioReportResponse {
+  rules: { [group: string]: PortfolioReportRule[] };
+  statistics: {
+    rulesActiveCount: number;
+    rulesFulfilledCount: number;
+  };
+}