From 93a1fae51c7aad38da8261831218bf0bb7b11eb1 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Tue, 27 Sep 2022 17:38:53 +0200
Subject: [PATCH] Feature/support sectors of mutual funds (#1298)

* Support sectors

* Update changelog

Co-authored-by: Mitchell <5503199+m11tch@users.noreply.github.com>
---
 CHANGELOG.md                                  |  1 +
 .../yahoo-finance/yahoo-finance.service.ts    | 56 ++++++++++++++++++-
 2 files changed, 55 insertions(+), 2 deletions(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index 4f89a0d83..998990288 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -10,6 +10,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Added
 
 - Set up the language localization for Español (`es`)
+- Added support for sectors in mutual funds
 
 ## 1.198.0 - 25.09.2022
 
diff --git a/apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts b/apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts
index 2a7e93ed6..bc408ca4d 100644
--- a/apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts
+++ b/apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts
@@ -6,6 +6,7 @@ import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
 } from '@ghostfolio/api/services/interfaces/interfaces';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -90,7 +91,7 @@ export class YahooFinanceService implements DataProviderInterface {
     try {
       const symbol = this.convertToYahooFinanceSymbol(aSymbol);
       const assetProfile = await yahooFinance.quoteSummary(symbol, {
-        modules: ['price', 'summaryProfile']
+        modules: ['price', 'summaryProfile', 'topHoldings']
       });
 
       const { assetClass, assetSubClass } = this.parseAssetClass(
@@ -109,7 +110,16 @@ export class YahooFinanceService implements DataProviderInterface {
       });
       response.symbol = aSymbol;
 
-      if (
+      if (assetSubClass === AssetSubClass.MUTUALFUND) {
+        response.sectors = [];
+
+        for (const sectorWeighting of assetProfile.topHoldings
+          ?.sectorWeightings ?? []) {
+          for (const [sector, weight] of Object.entries(sectorWeighting)) {
+            response.sectors.push({ weight, name: this.parseSector(sector) });
+          }
+        }
+      } else if (
         assetSubClass === AssetSubClass.STOCK &&
         assetProfile.summaryProfile?.country
       ) {
@@ -437,4 +447,46 @@ export class YahooFinanceService implements DataProviderInterface {
 
     return { assetClass, assetSubClass };
   }
+
+  private parseSector(aString: string): string {
+    let sector = UNKNOWN_KEY;
+
+    switch (aString) {
+      case 'basic_materials':
+        sector = 'Basic Materials';
+        break;
+      case 'communication_services':
+        sector = 'Communication Services';
+        break;
+      case 'consumer_cyclical':
+        sector = 'Consumer Cyclical';
+        break;
+      case 'consumer_defensive':
+        sector = 'Consumer Staples';
+        break;
+      case 'energy':
+        sector = 'Energy';
+        break;
+      case 'financial_services':
+        sector = 'Financial Services';
+        break;
+      case 'healthcare':
+        sector = 'Healthcare';
+        break;
+      case 'industrials':
+        sector = 'Industrials';
+        break;
+      case 'realestate':
+        sector = 'Real Estate';
+        break;
+      case 'technology':
+        sector = 'Technology';
+        break;
+      case 'utilities':
+        sector = 'Utilities';
+        break;
+    }
+
+    return sector;
+  }
 }