Bugfix/fix holdings for basic users (#1064)

* Fix holdings for basic users

* Update changelog

CHANGELOG.md

@@ -16,6 +16,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Improved the _Create Account_ link in the _Live Demo_
 - Upgraded `ngx-markdown` from version `13.0.0` to `14.0.1`
 
+### Fixed
+
+- Fixed an issue in the _Holdings_ section for users without a subscription
+
 ## 1.166.0 - 30.06.2022
 
 ### Added

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

@@ -190,14 +190,27 @@ export class PortfolioController {
       }
     }
 
-    const isBasicUser =
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic';
+    let hasDetails = true;
+    if (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION')) {
+      hasDetails = this.request.user.subscription.type === 'Premium';
+    }
+
+    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
+      holdings[symbol] = {
+        ...portfolioPosition,
+        assetClass: hasDetails ? portfolioPosition.assetClass : undefined,
+        assetSubClass: hasDetails ? portfolioPosition.assetSubClass : undefined,
+        countries: hasDetails ? portfolioPosition.countries : [],
+        currency: hasDetails ? portfolioPosition.currency : undefined,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
+        sectors: hasDetails ? portfolioPosition.sectors : []
+      };
+    }
 
     return {
       accounts,
       hasError,
-      holdings: isBasicUser ? {} : holdings
+      holdings
     };
   }
 
@@ -340,8 +353,8 @@ export class PortfolioController {
       portfolioPublicDetails.holdings[symbol] = {
         allocationCurrent: portfolioPosition.value / totalValue,
         countries: hasDetails ? portfolioPosition.countries : [],
-        currency: portfolioPosition.currency,
-        markets: portfolioPosition.markets,
+        currency: hasDetails ? portfolioPosition.currency : undefined,
+        markets: hasDetails ? portfolioPosition.markets : undefined,
         name: portfolioPosition.name,
         netPerformancePercent: portfolioPosition.netPerformancePercent,
         sectors: hasDetails ? portfolioPosition.sectors : [],

apps/client/src/app/pages/portfolio/allocations/allocations-page.html

@@ -94,13 +94,9 @@
     <div class="col-md-12 allocations-by-symbol">
       <mat-card class="mb-3">
         <mat-card-header class="overflow-hidden w-100">
-          <mat-card-title class="align-items-center d-flex text-truncate"
-            ><span i18n>By Position</span
-            ><gf-premium-indicator
-              *ngIf="user?.subscription?.type === 'Basic'"
-              class="ml-1"
-            ></gf-premium-indicator
-          ></mat-card-title>
+          <mat-card-title class="align-items-center d-flex text-truncate" i18n>
+            By Holding</mat-card-title
+          >
           <gf-toggle
             [defaultValue]="period"
             [isLoading]="false"

apps/client/src/app/pages/public/public-page.html

@@ -10,7 +10,7 @@
     <div class="col-md-12 allocations-by-symbol">
       <mat-card class="mb-3">
         <mat-card-header class="overflow-hidden w-100">
-          <mat-card-title class="text-truncate" i18n>Positions</mat-card-title>
+          <mat-card-title class="text-truncate" i18n>Holdings</mat-card-title>
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart

libs/ui/src/lib/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -205,7 +205,7 @@ export class PortfolioProportionChartComponent
     chartDataSorted.forEach(([, item]) => {
       let lightnessRatio = 0.2;
 
-      Object.keys(item.subCategory).forEach((subCategory) => {
+      Object.keys(item.subCategory ?? {}).forEach((subCategory) => {
         backgroundColorSubCategory.push(
           Color(item.color).lighten(lightnessRatio).hex()
         );