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Feature/add allocations by platform chart (#1915)

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* Add allocations by platform

* Update changelog
This commit is contained in:
Thomas Kaul
2023-05-01 17:44:35 +02:00
committed by GitHub
parent 1ca3792a4b
commit 15c96a9757
6 changed files with 111 additions and 9 deletions
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28
apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts
View File

@@ -20,7 +20,7 @@ import {
import { hasPermission, permissions } from '@ghostfolio/common/permissions';
import { Market } from '@ghostfolio/common/types';
import { translate } from '@ghostfolio/ui/i18n';
import { Account, AssetClass, DataSource } from '@prisma/client';
import { Account, AssetClass, DataSource, Platform } from '@prisma/client';
import { isNumber } from 'lodash';
import { DeviceDetectorService } from 'ngx-device-detector';
import { Subject } from 'rxjs';
@@ -55,6 +55,12 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
[key in Market]: { name: string; value: number };
};
public placeholder = '';
public platforms: {
[id: string]: Pick<Platform, 'name'> & {
id: string;
value: number;
};
};
public portfolioDetails: PortfolioDetails;
public positions: {
[symbol: string]: Pick<
@@ -230,6 +236,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
value: undefined
}
};
this.platforms = {};
this.positions = {};
this.sectors = {
[UNKNOWN_KEY]: {
@@ -371,6 +378,25 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
};
}
for (const [
id,
{ name, valueInBaseCurrency, valueInPercentage }
] of Object.entries(this.portfolioDetails.platforms)) {
let value = 0;
if (this.hasImpersonationId) {
value = valueInPercentage;
} else {
value = valueInBaseCurrency;
}
this.platforms[id] = {
id,
name,
value
};
}
const marketsTotal =
this.markets.developedMarkets.value +
this.markets.emergingMarkets.value +

27
apps/client/src/app/pages/portfolio/allocations/allocations-page.html
View File

@@ -38,18 +38,18 @@
<div class="col-md-4">
<mat-card appearance="outlined" class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Account</mat-card-title>
<mat-card-title class="text-truncate" i18n
>By Platform</mat-card-title
>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
cursor="pointer"
[baseCurrency]="user?.settings?.baseCurrency"
[colorScheme]="user?.settings?.colorScheme"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['id']"
[locale]="user?.settings?.locale"
[positions]="accounts"
(proportionChartClicked)="onAccountChartClicked($event)"
[positions]="platforms"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
@@ -250,6 +250,25 @@
</div>
</div>
<div class="row">
<div class="col-md-4">
<mat-card appearance="outlined" class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Account</mat-card-title>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
cursor="pointer"
[baseCurrency]="user?.settings?.baseCurrency"
[colorScheme]="user?.settings?.colorScheme"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['id']"
[locale]="user?.settings?.locale"
[positions]="accounts"
(proportionChartClicked)="onAccountChartClicked($event)"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card appearance="outlined" class="mb-3">
<mat-card-header class="overflow-hidden w-100">