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Thomas 3 years ago committed by GitHub
parent 331ac7ded2
commit 823501f43e
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20 changed files with 54 additions and 52 deletions
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2
apps/api/src/app/core/portfolio-calculator.ts
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@ -1,4 +1,5 @@
import { CurrentRateService } from '@ghostfolio/api/app/core/current-rate.service';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
import { GetValueObject } from '@ghostfolio/api/app/core/interfaces/get-value-object.interface';
import { PortfolioOrder } from '@ghostfolio/api/app/core/interfaces/portfolio-order.interface';
import { TimelinePeriod } from '@ghostfolio/api/app/core/interfaces/timeline-period.interface';
@ -26,7 +27,6 @@ import {
subDays
} from 'date-fns';
import { flatten } from 'lodash';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
export class PortfolioCalculator {
private transactionPoints: TransactionPoint[];

2
apps/api/src/app/portfolio/portfolio.controller.ts
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@ -11,6 +11,7 @@ import {
PortfolioPosition,
PortfolioReport
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import {
getPermissions,
hasPermission,
@ -39,7 +40,6 @@ import {
} from './interfaces/portfolio-position-detail.interface';
import { PortfolioPositions } from './interfaces/portfolio-positions.interface';
import { PortfolioService } from './portfolio.service';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
@Controller('portfolio')
export class PortfolioController {

2
apps/api/src/app/portfolio/portfolio.module.ts
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@ -16,11 +16,11 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { RulesService } from '@ghostfolio/api/services/rules.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { Module } from '@nestjs/common';
import { PortfolioController } from './portfolio.controller';
import { PortfolioService } from './portfolio.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
@Module({
imports: [RedisCacheModule],

26
apps/api/src/app/portfolio/portfolio.service.ts
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@ -2,14 +2,26 @@ import { AccountService } from '@ghostfolio/api/app/account/account.service';
import { CurrentRateService } from '@ghostfolio/api/app/core/current-rate.service';
import { PortfolioOrder } from '@ghostfolio/api/app/core/interfaces/portfolio-order.interface';
import { TimelineSpecification } from '@ghostfolio/api/app/core/interfaces/timeline-specification.interface';
import { TransactionPoint } from '@ghostfolio/api/app/core/interfaces/transaction-point.interface';
import { PortfolioCalculator } from '@ghostfolio/api/app/core/portfolio-calculator';
import { OrderService } from '@ghostfolio/api/app/order/order.service';
import { OrderType } from '@ghostfolio/api/models/order-type';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-current-investment';
import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-initial-investment';
import { CurrencyClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/current-investment';
import { CurrencyClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/initial-investment';
import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee-ratio-initial-investment';
import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
import { Type } from '@ghostfolio/api/services/interfaces/interfaces';
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { RulesService } from '@ghostfolio/api/services/rules.service';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
import {
PortfolioOverview,
@ -19,6 +31,7 @@ import {
Position,
TimelinePosition
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import {
DateRange,
OrderWithAccount,
@ -46,19 +59,6 @@ import {
HistoricalDataItem,
PortfolioPositionDetail
} from './interfaces/portfolio-position-detail.interface';
import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { TransactionPoint } from '@ghostfolio/api/app/core/interfaces/transaction-point.interface';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-initial-investment';
import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/base-currency-current-investment';
import { CurrencyClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/initial-investment';
import { CurrencyClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/currency-cluster-risk/current-investment';
import { FeeRatioInitialInvestment } from '@ghostfolio/api/models/rules/fees/fee-ratio-initial-investment';
@Injectable()
export class PortfolioService {

3
apps/api/src/models/interfaces/rule.interface.ts
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@ -1,6 +1,7 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { EvaluationResult } from './evaluation-result.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export interface RuleInterface<T extends RuleSettings> {
evaluate(aRuleSettings: T): EvaluationResult;

4
apps/api/src/models/rule.ts
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@ -1,3 +1,5 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { groupBy } from '@ghostfolio/common/helper';
import {
PortfolioPosition,
@ -8,8 +10,6 @@ import { Currency } from '@prisma/client';
import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
import { EvaluationResult } from './interfaces/evaluation-result.interface';
import { RuleInterface } from './interfaces/rule.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export abstract class Rule<T extends RuleSettings> implements RuleInterface<T> {
private name: string;

4
apps/api/src/models/rules/account-cluster-risk/current-investment.ts
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@ -1,9 +1,9 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export class AccountClusterRiskCurrentInvestment extends Rule<Settings> {
public constructor(

4
apps/api/src/models/rules/account-cluster-risk/initial-investment.ts
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@ -1,9 +1,9 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export class AccountClusterRiskInitialInvestment extends Rule<Settings> {
public constructor(

4
apps/api/src/models/rules/account-cluster-risk/single-account.ts
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@ -1,8 +1,8 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export class AccountClusterRiskSingleAccount extends Rule<RuleSettings> {
public constructor(

8
apps/api/src/models/rules/currency-cluster-risk/base-currency-current-investment.ts
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@ -1,11 +1,11 @@
import { Currency } from '@prisma/client';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
import { PortfolioPosition } from '@ghostfolio/common/interfaces';
import { Currency } from '@prisma/client';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule<Settings> {
public constructor(

6
apps/api/src/models/rules/currency-cluster-risk/base-currency-initial-investment.ts
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@ -1,10 +1,10 @@
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { Currency } from '@prisma/client';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
export class CurrencyClusterRiskBaseCurrencyInitialInvestment extends Rule<Settings> {
public constructor(

8
apps/api/src/models/rules/currency-cluster-risk/current-investment.ts
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@ -1,10 +1,10 @@
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { Currency } from '@prisma/client';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { Currency } from '@prisma/client';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
export class CurrencyClusterRiskCurrentInvestment extends Rule<Settings> {
public constructor(

6
apps/api/src/models/rules/currency-cluster-risk/initial-investment.ts
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@ -1,10 +1,10 @@
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { Currency } from '@prisma/client';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { CurrentPositions } from '@ghostfolio/api/app/core/interfaces/current-positions.interface';
export class CurrencyClusterRiskInitialInvestment extends Rule<Settings> {
public constructor(

4
apps/api/src/models/rules/fees/fee-ratio-initial-investment.ts
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@ -1,9 +1,9 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { Currency } from '@prisma/client';
import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
import { Rule } from '../../rule';
import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
export class FeeRatioInitialInvestment extends Rule<Settings> {
public constructor(

2
apps/api/src/services/interfaces/symbol-profile.interface.ts
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@ -1,5 +1,5 @@
import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
import { Country } from '@ghostfolio/common/interfaces/country.interface';
import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
import { Currency, DataSource } from '@prisma/client';
export interface EnhancedSymbolProfile {

5
apps/api/src/services/rules.service.ts
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@ -1,7 +1,8 @@
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { Injectable } from '@nestjs/common';
import { Rule } from '../models/rule';
import { Currency } from '@prisma/client';
import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface';
import { Rule } from '../models/rule';
@Injectable()
export class RulesService {

8
apps/api/src/services/symbol-profile.service.ts
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@ -1,11 +1,11 @@
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { PrismaService } from '@ghostfolio/api/services/prisma.service';
import { Injectable } from '@nestjs/common';
import { Prisma, SymbolProfile } from '@prisma/client';
import { continents, countries } from 'countries-list';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { Country } from '@ghostfolio/common/interfaces/country.interface';
import { EnhancedSymbolProfile } from '@ghostfolio/api/services/interfaces/symbol-profile.interface';
import { Sector } from '@ghostfolio/common/interfaces/sector.interface';
import { Injectable } from '@nestjs/common';
import { Prisma, SymbolProfile } from '@prisma/client';
import { continents, countries } from 'countries-list';
@Injectable()
export class SymbolProfileService {

4
apps/client/src/app/components/investment-chart/investment-chart.component.ts
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@ -10,16 +10,16 @@ import {
ViewChild
} from '@angular/core';
import { primaryColorRgb } from '@ghostfolio/common/config';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import {
Chart,
LinearScale,
LineController,
LineElement,
LinearScale,
PointElement,
TimeScale
} from 'chart.js';
import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
@Component({
selector: 'gf-investment-chart',

2
apps/client/src/app/pages/tools/analysis/analysis-page.component.ts
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@ -9,10 +9,10 @@ import {
PortfolioPosition,
User
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
import { takeUntil } from 'rxjs/operators';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
@Component({
selector: 'gf-analysis-page',

2
apps/client/src/app/services/data.service.ts
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@ -26,6 +26,7 @@ import {
PortfolioReport,
User
} from '@ghostfolio/common/interfaces';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
import { permissions } from '@ghostfolio/common/permissions';
import { DateRange } from '@ghostfolio/common/types';
import { Order as OrderModel } from '@prisma/client';
@ -36,7 +37,6 @@ import { Observable } from 'rxjs';
import { map } from 'rxjs/operators';
import { SettingsStorageService } from './settings-storage.service';
import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
@Injectable({
providedIn: 'root'

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