Feature/improve filtering on allocations page (#900)

* Include cash positions on allocations page (with no filtering)

* 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
+
+### Changed
+
+- Improved the allocations page with no filtering (include cash positions)
+
 ## 1.146.3 - 08.05.2022
 
 ### Added

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

@@ -318,8 +318,8 @@ export class PortfolioService {
       (user.Settings?.settings as UserSettings)?.emergencyFund ?? 0
     );
     const userCurrency =
-      this.request.user?.Settings?.currency ??
       user.Settings?.currency ??
+      this.request.user?.Settings?.currency ??
       baseCurrency;
 
     const { orders, portfolioOrders, transactionPoints } =
@@ -448,7 +448,7 @@ export class PortfolioService {
       value: totalValue
     });
 
-    if (aFilters === undefined) {
+    if (aFilters?.length === 0) {
       for (const symbol of Object.keys(cashPositions)) {
         holdings[symbol] = cashPositions[symbol];
       }

apps/client/src/app/components/positions-table/positions-table.component.ts

@@ -73,11 +73,6 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
-  /*public applyFilter(event: Event) {
-    const filterValue = (event.target as HTMLInputElement).value;
-    this.dataSource.filter = filterValue.trim().toLowerCase();
-  }*/
-
   public onOpenPositionDialog({ dataSource, symbol }: UniqueAsset): void {
     this.router.navigate([], {
       queryParams: { dataSource, symbol, positionDetailDialog: true }

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

@@ -33,6 +33,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
       value: number;
     };
   };
+  public activeFilters: Filter[] = [];
   public allFilters: Filter[];
   public continents: {
     [code: string]: { name: string; value: number };
@@ -130,8 +131,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         distinctUntilChanged(),
         switchMap((filters) => {
           this.isLoading = true;
+          this.activeFilters = filters;
 
-          return this.dataService.fetchPortfolioDetails({ filters });
+          return this.dataService.fetchPortfolioDetails({
+            filters: this.activeFilters
+          });
         }),
         takeUntil(this.unsubscribeSubject)
       )
@@ -343,7 +347,10 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         }
       }
 
-      if (position.dataSource) {
+      if (
+        this.activeFilters?.length === 0 ||
+        position.assetSubClass !== AssetClass.CASH
+      ) {
         this.symbols[prettifySymbol(symbol)] = {
           dataSource: position.dataSource,
           name: position.name,

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

@@ -95,7 +95,7 @@
       <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 Symbol</span
+            ><span i18n>By Position</span
             ><ion-icon
               *ngIf="user?.subscription?.type === 'Basic'"
               class="ml-1 text-muted"

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>Symbols</mat-card-title>
+          <mat-card-title class="text-truncate" i18n>Positions</mat-card-title>
         </mat-card-header>
         <mat-card-content>
           <gf-portfolio-proportion-chart