Merge branch 'main' of gitea.suda.codes:giteauser/ghostfolio-mirror

CHANGELOG.md

@@ -5,10 +5,11 @@ 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
+## 2.114.0 - 2024-10-10
 
 ### Added
 
+- Added a tooltip to the chart of the holdings tab on the home page (experimental)
 - Extended the _Public API_ with the health check endpoint (experimental)
 
 ### Changed
@@ -16,6 +17,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Moved the tags from the info to the user service
 - Switched the `prefer-const` rule from `warn` to `error` in the `eslint` configuration
 
+### Fixed
+
+- Fixed an exception in the portfolio details endpoint caused by a calculation of the allocations by market
+
 ## 2.113.0 - 2024-10-06
 
 ### Added

apps/api/src/app/endpoints/public/public.controller.ts

@@ -76,7 +76,7 @@ export class PublicController {
       })
     ]);
 
-    Object.values(markets).forEach((market) => {
+    Object.values(markets ?? {}).forEach((market) => {
       delete market.valueInBaseCurrency;
     });
 

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

@@ -172,10 +172,10 @@ export class PortfolioController {
       }) ||
       isRestrictedView(this.request.user)
     ) {
-      Object.values(markets).forEach((market) => {
+      Object.values(markets ?? {}).forEach((market) => {
         delete market.valueInBaseCurrency;
       });
-      Object.values(marketsAdvanced).forEach((market) => {
+      Object.values(marketsAdvanced ?? {}).forEach((market) => {
         delete market.valueInBaseCurrency;
       });
 

apps/client/src/app/components/home-holdings/home-holdings.html

@@ -38,8 +38,11 @@
         <gf-treemap-chart
           class="mt-3"
           cursor="pointer"
+          [baseCurrency]="user?.settings?.baseCurrency"
+          [colorScheme]="user?.settings?.colorScheme"
           [dateRange]="user?.settings?.dateRange"
           [holdings]="holdings"
+          [locale]="user?.settings?.locale"
           (treemapChartClicked)="onHoldingClicked($event)"
         />
       }

libs/ui/src/lib/treemap-chart/treemap-chart.component.ts

@@ -2,11 +2,13 @@ import {
   getAnnualizedPerformancePercent,
   getIntervalFromDateRange
 } from '@ghostfolio/common/calculation-helper';
+import { getTooltipOptions } from '@ghostfolio/common/chart-helper';
+import { getLocale } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
   PortfolioPosition
 } from '@ghostfolio/common/interfaces';
-import { DateRange } from '@ghostfolio/common/types';
+import { ColorScheme, DateRange } from '@ghostfolio/common/types';
 
 import { CommonModule } from '@angular/common';
 import {
@@ -25,7 +27,7 @@ import { DataSource } from '@prisma/client';
 import { Big } from 'big.js';
 import { ChartConfiguration } from 'chart.js';
 import { LinearScale } from 'chart.js';
-import { Chart } from 'chart.js';
+import { Chart, Tooltip } from 'chart.js';
 import { TreemapController, TreemapElement } from 'chartjs-chart-treemap';
 import { differenceInDays, max } from 'date-fns';
 import { orderBy } from 'lodash';
@@ -44,9 +46,12 @@ const { gray, green, red } = require('open-color');
 export class GfTreemapChartComponent
   implements AfterViewInit, OnChanges, OnDestroy
 {
+  @Input() baseCurrency: string;
+  @Input() colorScheme: ColorScheme;
   @Input() cursor: string;
   @Input() dateRange: DateRange;
   @Input() holdings: PortfolioPosition[];
+  @Input() locale = getLocale();
 
   @Output() treemapChartClicked = new EventEmitter<AssetProfileIdentifier>();
 
@@ -58,7 +63,7 @@ export class GfTreemapChartComponent
   public isLoading = true;
 
   public constructor() {
-    Chart.register(LinearScale, TreemapController, TreemapElement);
+    Chart.register(LinearScale, Tooltip, TreemapController, TreemapElement);
   }
 
   public ngAfterViewInit() {
@@ -168,6 +173,9 @@ export class GfTreemapChartComponent
     if (this.chartCanvas) {
       if (this.chart) {
         this.chart.data = data;
+        this.chart.options.plugins.tooltip = <unknown>(
+          this.getTooltipPluginConfiguration()
+        );
         this.chart.update();
       } else {
         this.chart = new Chart(this.chartCanvas.nativeElement, {
@@ -199,9 +207,7 @@ export class GfTreemapChartComponent
               }
             },
             plugins: {
-              tooltip: {
-                enabled: false
-              }
+              tooltip: this.getTooltipPluginConfiguration()
             }
           },
           type: 'treemap'
@@ -211,4 +217,34 @@ export class GfTreemapChartComponent
 
     this.isLoading = false;
   }
+
+  private getTooltipPluginConfiguration() {
+    return {
+      ...getTooltipOptions({
+        colorScheme: this.colorScheme,
+        currency: this.baseCurrency,
+        locale: this.locale
+      }),
+      callbacks: {
+        label: (context) => {
+          if (context.raw._data.valueInBaseCurrency !== null) {
+            const value = <number>context.raw._data.valueInBaseCurrency;
+            return `${value.toLocaleString(this.locale, {
+              maximumFractionDigits: 2,
+              minimumFractionDigits: 2
+            })} ${this.baseCurrency}`;
+          } else {
+            const percentage =
+              <number>context.raw._data.allocationInPercentage * 100;
+            return `${percentage.toFixed(2)}%`;
+          }
+        },
+        title: () => {
+          return '';
+        }
+      },
+      xAlign: 'center',
+      yAlign: 'center'
+    };
+  }
 }

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.113.0",
+  "version": "2.114.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",