Feature/support filtering by asset class on the allocations page (#926)

* Support filtering by asset class

* Update changelog

CHANGELOG.md

@@ -10,6 +10,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Added groups to the activities filter component
+- Added support for filtering by asset class on the allocations page
 
 ## 1.148.0 - 14.05.2022
 

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

@@ -4,6 +4,7 @@ import { Filter } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Account, Order, Platform, Prisma } from '@prisma/client';
 import Big from 'big.js';
+import { groupBy } from 'lodash';
 
 import { CashDetails } from './interfaces/cash-details.interface';
 
@@ -116,15 +117,19 @@ export class AccountService {
 
     const where: Prisma.AccountWhereInput = { userId };
 
-    if (filters?.length > 0) {
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
+    });
+
+    if (filtersByAccount?.length > 0) {
       where.id = {
-        in: filters
-          .filter(({ type }) => {
-            return type === 'ACCOUNT';
-          })
-          .map(({ id }) => {
-            return id;
-          })
+        in: filtersByAccount.map(({ id }) => {
+          return id;
+        })
       };
     }
 

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

@@ -188,12 +188,13 @@ export class OrderService {
   }): Promise<Activity[]> {
     const where: Prisma.OrderWhereInput = { userId };
 
-    const { ACCOUNT: filtersByAccount, TAG: filtersByTag } = groupBy(
-      filters,
-      (filter) => {
-        return filter.type;
-      }
-    );
+    const {
+      ACCOUNT: filtersByAccount,
+      ASSET_CLASS: filtersByAssetClass,
+      TAG: filtersByTag
+    } = groupBy(filters, (filter) => {
+      return filter.type;
+    });
 
     if (filtersByAccount?.length > 0) {
       where.accountId = {
@@ -207,6 +208,34 @@ export class OrderService {
       where.isDraft = false;
     }
 
+    if (filtersByAssetClass?.length > 0) {
+      where.SymbolProfile = {
+        OR: [
+          {
+            AND: [
+              {
+                OR: filtersByAssetClass.map(({ id }) => {
+                  return { assetClass: AssetClass[id] };
+                })
+              },
+              {
+                SymbolProfileOverrides: {
+                  is: null
+                }
+              }
+            ]
+          },
+          {
+            SymbolProfileOverrides: {
+              OR: filtersByAssetClass.map(({ id }) => {
+                return { assetClass: AssetClass[id] };
+              })
+            }
+          }
+        ]
+      };
+    }
+
     if (filtersByTag?.length > 0) {
       where.tags = {
         some: {

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

@@ -107,12 +107,14 @@ export class PortfolioController {
   public async getDetails(
     @Headers('impersonation-id') impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
     @Query('range') range?: DateRange,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
 
     const accountIds = filterByAccounts?.split(',') ?? [];
+    const assetClasses = filterByAssetClasses?.split(',') ?? [];
     const tagIds = filterByTags?.split(',') ?? [];
 
     const filters: Filter[] = [
@@ -122,6 +124,12 @@ export class PortfolioController {
           type: 'ACCOUNT'
         };
       }),
+      ...assetClasses.map((assetClass) => {
+        return <Filter>{
+          id: assetClass,
+          type: 'ASSET_CLASS'
+        };
+      }),
       ...tagIds.map((tagId) => {
         return <Filter>{
           id: tagId,

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

@@ -441,7 +441,12 @@ export class PortfolioService {
       };
     }
 
-    if (aFilters?.length === 0) {
+    if (
+      aFilters?.length === 0 ||
+      (aFilters?.length === 1 &&
+        aFilters[0].type === 'ASSET_CLASS' &&
+        aFilters[0].id === 'CASH')
+    ) {
       const cashPositions = await this.getCashPositions({
         cashDetails,
         emergencyFund,

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

@@ -172,6 +172,15 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
               };
             });
 
+          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,
@@ -180,7 +189,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
             };
           });
 
-          this.allFilters = [...accountFilters, ...tagFilters];
+          this.allFilters = [
+            ...accountFilters,
+            ...assetClassFilters,
+            ...tagFilters
+          ];
 
           this.changeDetectorRef.markForCheck();
         }

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

@@ -187,12 +187,13 @@ export class DataService {
     let params = new HttpParams();
 
     if (filters?.length > 0) {
-      const { ACCOUNT: filtersByAccount, TAG: filtersByTag } = groupBy(
-        filters,
-        (filter) => {
-          return filter.type;
-        }
-      );
+      const {
+        ACCOUNT: filtersByAccount,
+        ASSET_CLASS: filtersByAssetClass,
+        TAG: filtersByTag
+      } = groupBy(filters, (filter) => {
+        return filter.type;
+      });
 
       if (filtersByAccount) {
         params = params.append(
@@ -205,6 +206,17 @@ export class DataService {
         );
       }
 
+      if (filtersByAssetClass) {
+        params = params.append(
+          'assetClasses',
+          filtersByAssetClass
+            .map(({ id }) => {
+              return id;
+            })
+            .join(',')
+        );
+      }
+
       if (filtersByTag) {
         params = params.append(
           'tags',

libs/common/src/lib/interfaces/filter.interface.ts

@@ -1,5 +1,5 @@
 export interface Filter {
   id: string;
   label?: string;
-  type: 'ACCOUNT' | 'SYMBOL' | 'TAG';
+  type: 'ACCOUNT' | 'ASSET_CLASS' | 'SYMBOL' | 'TAG';
 }