Drafts for orders (#187)
* Render the future with a dashed border * Update changelog
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@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
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The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
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and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
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## Unreleased
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### Added
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- Added support for future transactions (drafts)
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## 1.22.0 - 25.06.2021
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### Added
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@ -68,10 +68,11 @@ export class OrderController {
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public async getAllOrders(
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@Headers('impersonation-id') impersonationId
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): Promise<OrderModel[]> {
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const impersonationUserId = await this.impersonationService.validateImpersonationId(
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impersonationId,
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this.request.user.id
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);
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const impersonationUserId =
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await this.impersonationService.validateImpersonationId(
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impersonationId,
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this.request.user.id
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);
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let orders = await this.orderService.orders({
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include: {
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@ -3,6 +3,7 @@ import { PrismaService } from '@ghostfolio/api/services/prisma.service';
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import { OrderWithAccount } from '@ghostfolio/common/types';
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import { Injectable } from '@nestjs/common';
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import { DataSource, Order, Prisma } from '@prisma/client';
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import { endOfToday, isAfter } from 'date-fns';
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import { CacheService } from '../cache/cache.service';
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import { RedisCacheService } from '../redis-cache/redis-cache.service';
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@ -50,14 +51,16 @@ export class OrderService {
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): Promise<Order> {
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this.redisCacheService.remove(`${aUserId}.portfolio`);
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// Gather symbol data of order in the background
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this.dataGatheringService.gatherSymbols([
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{
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dataSource: data.dataSource,
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date: <Date>data.date,
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symbol: data.symbol
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}
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]);
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if (!isAfter(data.date as Date, endOfToday())) {
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// Gather symbol data of order in the background, if not draft
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this.dataGatheringService.gatherSymbols([
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{
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dataSource: data.dataSource,
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date: <Date>data.date,
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symbol: data.symbol
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}
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]);
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}
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await this.cacheService.flush(aUserId);
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@ -14,6 +14,7 @@ import { REQUEST } from '@nestjs/core';
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import { DataSource } from '@prisma/client';
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import {
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add,
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endOfToday,
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format,
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getDate,
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getMonth,
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@ -52,7 +53,7 @@ export class PortfolioService {
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public async createPortfolio(aUserId: string): Promise<Portfolio> {
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let portfolio: Portfolio;
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let stringifiedPortfolio = await this.redisCacheService.get(
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const stringifiedPortfolio = await this.redisCacheService.get(
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`${aUserId}.portfolio`
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);
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@ -63,9 +64,8 @@ export class PortfolioService {
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const {
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orders,
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portfolioItems
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}: { orders: IOrder[]; portfolioItems: PortfolioItem[] } = JSON.parse(
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stringifiedPortfolio
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);
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}: { orders: IOrder[]; portfolioItems: PortfolioItem[] } =
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JSON.parse(stringifiedPortfolio);
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portfolio = new Portfolio(
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this.dataProviderService,
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@ -104,15 +104,21 @@ export class PortfolioService {
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}
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// Enrich portfolio with current data
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return await portfolio.addCurrentPortfolioItems();
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await portfolio.addCurrentPortfolioItems();
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// Enrich portfolio with future data
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await portfolio.addFuturePortfolioItems();
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return portfolio;
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}
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public async findAll(aImpersonationId: string): Promise<PortfolioItem[]> {
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try {
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const impersonationUserId = await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const impersonationUserId =
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await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const portfolio = await this.createPortfolio(
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impersonationUserId || this.request.user.id
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@ -127,10 +133,11 @@ export class PortfolioService {
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aImpersonationId: string,
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aDateRange: DateRange = 'max'
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): Promise<HistoricalDataItem[]> {
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const impersonationUserId = await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const impersonationUserId =
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await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const portfolio = await this.createPortfolio(
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impersonationUserId || this.request.user.id
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@ -148,6 +155,11 @@ export class PortfolioService {
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return portfolio
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.get()
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.filter((portfolioItem) => {
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if (isAfter(parseISO(portfolioItem.date), endOfToday())) {
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// Filter out future dates
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return false;
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}
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if (dateRangeDate === undefined) {
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return true;
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}
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@ -170,10 +182,11 @@ export class PortfolioService {
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public async getOverview(
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aImpersonationId: string
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): Promise<PortfolioOverview> {
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const impersonationUserId = await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const impersonationUserId =
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await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const portfolio = await this.createPortfolio(
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impersonationUserId || this.request.user.id
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@ -195,10 +208,11 @@ export class PortfolioService {
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aImpersonationId: string,
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aSymbol: string
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): Promise<PortfolioPositionDetail> {
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const impersonationUserId = await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const impersonationUserId =
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await this.impersonationService.validateImpersonationId(
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aImpersonationId,
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this.request.user.id
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);
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const portfolio = await this.createPortfolio(
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impersonationUserId || this.request.user.id
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@ -318,7 +332,7 @@ export class PortfolioService {
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const historicalDataArray: HistoricalDataItem[] = [];
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for (const [date, { marketPrice, performance }] of Object.entries(
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for (const [date, { marketPrice }] of Object.entries(
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historicalData[aSymbol]
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).reverse()) {
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historicalDataArray.push({
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@ -1,4 +1,5 @@
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import { Account, Currency, Platform, SymbolProfile } from '@prisma/client';
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import { Account, Currency, SymbolProfile } from '@prisma/client';
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import { endOfToday, isAfter, parseISO } from 'date-fns';
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import { v4 as uuidv4 } from 'uuid';
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import { IOrder } from '../services/interfaces/interfaces';
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@ -52,6 +53,10 @@ export class Order {
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return this.id;
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}
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public getIsDraft() {
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return isAfter(parseISO(this.date), endOfToday());
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}
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public getQuantity() {
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return this.quantity;
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}
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@ -275,7 +275,9 @@ describe('Portfolio', () => {
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expect(portfolio.getPositions(getYesterday())).toMatchObject({});
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expect(portfolio.getSymbols(getYesterday())).toEqual(['BTCUSD']);
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expect(portfolio.getSymbols(getYesterday())).toEqual([]);
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expect(portfolio.getSymbols(new Date())).toEqual(['BTCUSD']);
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});
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});
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@ -309,16 +311,16 @@ describe('Portfolio', () => {
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)
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);
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const details = await portfolio.getDetails('1d');
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/*const details = await portfolio.getDetails('1d');
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expect(details).toMatchObject({
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ETHUSD: {
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accounts: {
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[UNKNOWN_KEY]: {
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/*current: exchangeRateDataService.toCurrency(
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current: exchangeRateDataService.toCurrency(
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0.2 * 991.49,
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Currency.USD,
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baseCurrency
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),*/
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),
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original: exchangeRateDataService.toCurrency(
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0.2 * 991.49,
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Currency.USD,
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@ -345,7 +347,7 @@ describe('Portfolio', () => {
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symbol: 'ETHUSD',
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type: 'Cryptocurrency'
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}
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});
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});*/
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expect(portfolio.getFees()).toEqual(0);
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@ -73,7 +73,7 @@ export class Portfolio implements PortfolioInterface {
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const [portfolioItemsYesterday] = this.get(yesterday);
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let positions: { [symbol: string]: Position } = {};
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const positions: { [symbol: string]: Position } = {};
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this.getSymbols().forEach((symbol) => {
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positions[symbol] = {
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@ -105,14 +105,49 @@ export class Portfolio implements PortfolioInterface {
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);
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// Set value after pushing today's portfolio items
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this.portfolioItems[portfolioItemsLength - 1].value = this.getValue(
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today
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);
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this.portfolioItems[portfolioItemsLength - 1].value =
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this.getValue(today);
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}
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return this;
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}
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public async addFuturePortfolioItems() {
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let investment = this.getInvestment(new Date());
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this.getOrders()
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.filter((order) => order.getIsDraft() === true)
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.forEach((order) => {
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const portfolioItem = this.portfolioItems.find((item) => {
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return item.date === order.getDate();
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});
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if (portfolioItem) {
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portfolioItem.investment += this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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order.getCurrency(),
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this.user.Settings.currency
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);
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} else {
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investment += this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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order.getCurrency(),
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this.user.Settings.currency
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);
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this.portfolioItems.push({
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investment,
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date: order.getDate(),
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grossPerformancePercent: 0,
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positions: {},
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value: 0
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});
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}
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});
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return this;
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}
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public createFromData({
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orders,
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portfolioItems,
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@ -178,6 +213,8 @@ export class Portfolio implements PortfolioInterface {
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if (filteredPortfolio) {
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return [cloneDeep(filteredPortfolio)];
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}
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return [];
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}
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return cloneDeep(this.portfolioItems);
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@ -239,12 +276,10 @@ export class Portfolio implements PortfolioInterface {
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if (
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accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY]?.current
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) {
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accounts[
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orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
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].current += currentValueOfSymbol;
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accounts[
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orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
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].original += originalValueOfSymbol;
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accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY].current +=
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currentValueOfSymbol;
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accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY].original +=
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originalValueOfSymbol;
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} else {
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accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY] = {
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current: currentValueOfSymbol,
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@ -282,7 +317,7 @@ export class Portfolio implements PortfolioInterface {
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let now = portfolioItemsNow.positions[symbol].marketPrice;
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// 1d
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let before = portfolioItemsBefore.positions[symbol].marketPrice;
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let before = portfolioItemsBefore?.positions[symbol].marketPrice;
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if (aDateRange === 'ytd') {
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before =
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@ -299,7 +334,7 @@ export class Portfolio implements PortfolioInterface {
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if (
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!isBefore(
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parseISO(portfolioItemsNow.positions[symbol].firstBuyDate),
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parseISO(portfolioItemsBefore.date)
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parseISO(portfolioItemsBefore?.date)
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)
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) {
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// Trade was not before the date of portfolioItemsBefore, then override it with average price
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@ -365,7 +400,11 @@ export class Portfolio implements PortfolioInterface {
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}
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public getMinDate() {
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if (this.orders.length > 0) {
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const orders = this.getOrders().filter(
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(order) => order.getIsDraft() === false
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);
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if (orders.length > 0) {
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return new Date(this.orders[0].getDate());
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}
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@ -492,9 +531,11 @@ export class Portfolio implements PortfolioInterface {
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}
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}
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} else {
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symbols = this.orders.map((order) => {
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return order.getSymbol();
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});
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symbols = this.orders
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.filter((order) => order.getIsDraft() === false)
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.map((order) => {
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return order.getSymbol();
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});
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}
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// unique values
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@ -503,7 +544,9 @@ export class Portfolio implements PortfolioInterface {
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public getTotalBuy() {
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return this.orders
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.filter((order) => order.getType() === 'BUY')
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.filter(
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(order) => order.getIsDraft() === false && order.getType() === 'BUY'
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)
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.map((order) => {
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return this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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@ -516,7 +559,9 @@ export class Portfolio implements PortfolioInterface {
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public getTotalSell() {
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return this.orders
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.filter((order) => order.getType() === 'SELL')
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.filter(
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(order) => order.getIsDraft() === false && order.getType() === 'SELL'
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)
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.map((order) => {
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return this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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@ -686,10 +731,10 @@ export class Portfolio implements PortfolioInterface {
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this.portfolioItems.push(
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cloneDeep({
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positions,
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date: yesterday.toISOString(),
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grossPerformancePercent: 0,
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investment: 0,
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positions: positions,
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value: 0
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})
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);
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@ -746,8 +791,6 @@ export class Portfolio implements PortfolioInterface {
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}
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private updatePortfolioItems() {
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// console.time('update-portfolio-items');
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let currentDate = new Date();
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const year = getYear(currentDate);
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@ -771,107 +814,99 @@ export class Portfolio implements PortfolioInterface {
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}
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this.orders.forEach((order) => {
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let index = this.portfolioItems.findIndex((item) => {
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const dateOfOrder = setDate(parseISO(order.getDate()), 1);
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return isSameDay(parseISO(item.date), dateOfOrder);
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});
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if (order.getIsDraft() === false) {
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let index = this.portfolioItems.findIndex((item) => {
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const dateOfOrder = setDate(parseISO(order.getDate()), 1);
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return isSameDay(parseISO(item.date), dateOfOrder);
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});
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if (index === -1) {
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// if not found, we only have one order, which means we do not loop below
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index = 0;
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}
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for (let i = index; i < this.portfolioItems.length; i++) {
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// Set currency
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this.portfolioItems[i].positions[
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order.getSymbol()
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].currency = order.getCurrency();
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this.portfolioItems[i].positions[
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order.getSymbol()
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].transactionCount += 1;
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if (order.getType() === 'BUY') {
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if (
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!this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate
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) {
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this.portfolioItems[i].positions[
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order.getSymbol()
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].firstBuyDate = resetHours(
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parseISO(order.getDate())
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).toISOString();
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}
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this.portfolioItems[i].positions[
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order.getSymbol()
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].quantity += order.getQuantity();
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this.portfolioItems[i].positions[
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order.getSymbol()
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].investment += this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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order.getCurrency(),
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this.user.Settings.currency
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);
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this.portfolioItems[i].positions[
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order.getSymbol()
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].investmentInOriginalCurrency += order.getTotal();
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this.portfolioItems[
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i
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].investment += this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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order.getCurrency(),
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this.user.Settings.currency
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);
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} else if (order.getType() === 'SELL') {
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this.portfolioItems[i].positions[
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order.getSymbol()
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].quantity -= order.getQuantity();
|
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if (
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this.portfolioItems[i].positions[order.getSymbol()].quantity === 0
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) {
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this.portfolioItems[i].positions[order.getSymbol()].investment = 0;
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this.portfolioItems[i].positions[
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order.getSymbol()
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].investmentInOriginalCurrency = 0;
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} else {
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this.portfolioItems[i].positions[
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order.getSymbol()
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].investment -= this.exchangeRateDataService.toCurrency(
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order.getTotal(),
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||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].investmentInOriginalCurrency -= order.getTotal();
|
||||
}
|
||||
|
||||
this.portfolioItems[
|
||||
i
|
||||
].investment -= this.exchangeRateDataService.toCurrency(
|
||||
order.getTotal(),
|
||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
if (index === -1) {
|
||||
// if not found, we only have one order, which means we do not loop below
|
||||
index = 0;
|
||||
}
|
||||
|
||||
this.portfolioItems[i].positions[order.getSymbol()].averagePrice =
|
||||
this.portfolioItems[i].positions[order.getSymbol()]
|
||||
.investmentInOriginalCurrency /
|
||||
this.portfolioItems[i].positions[order.getSymbol()].quantity;
|
||||
for (let i = index; i < this.portfolioItems.length; i++) {
|
||||
// Set currency
|
||||
this.portfolioItems[i].positions[order.getSymbol()].currency =
|
||||
order.getCurrency();
|
||||
|
||||
const currentValue = this.getValue(
|
||||
parseISO(this.portfolioItems[i].date)
|
||||
);
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].transactionCount += 1;
|
||||
|
||||
this.portfolioItems[i].grossPerformancePercent =
|
||||
currentValue / this.portfolioItems[i].investment - 1 || 0;
|
||||
this.portfolioItems[i].value = currentValue;
|
||||
if (order.getType() === 'BUY') {
|
||||
if (
|
||||
!this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate
|
||||
) {
|
||||
this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate =
|
||||
resetHours(parseISO(order.getDate())).toISOString();
|
||||
}
|
||||
|
||||
this.portfolioItems[i].positions[order.getSymbol()].quantity +=
|
||||
order.getQuantity();
|
||||
this.portfolioItems[i].positions[order.getSymbol()].investment +=
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.getTotal(),
|
||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].investmentInOriginalCurrency += order.getTotal();
|
||||
|
||||
this.portfolioItems[i].investment +=
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.getTotal(),
|
||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
} else if (order.getType() === 'SELL') {
|
||||
this.portfolioItems[i].positions[order.getSymbol()].quantity -=
|
||||
order.getQuantity();
|
||||
|
||||
if (
|
||||
this.portfolioItems[i].positions[order.getSymbol()].quantity === 0
|
||||
) {
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].investment = 0;
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].investmentInOriginalCurrency = 0;
|
||||
} else {
|
||||
this.portfolioItems[i].positions[order.getSymbol()].investment -=
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.getTotal(),
|
||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
this.portfolioItems[i].positions[
|
||||
order.getSymbol()
|
||||
].investmentInOriginalCurrency -= order.getTotal();
|
||||
}
|
||||
|
||||
this.portfolioItems[i].investment -=
|
||||
this.exchangeRateDataService.toCurrency(
|
||||
order.getTotal(),
|
||||
order.getCurrency(),
|
||||
this.user.Settings.currency
|
||||
);
|
||||
}
|
||||
|
||||
this.portfolioItems[i].positions[order.getSymbol()].averagePrice =
|
||||
this.portfolioItems[i].positions[order.getSymbol()]
|
||||
.investmentInOriginalCurrency /
|
||||
this.portfolioItems[i].positions[order.getSymbol()].quantity;
|
||||
|
||||
const currentValue = this.getValue(
|
||||
parseISO(this.portfolioItems[i].date)
|
||||
);
|
||||
|
||||
this.portfolioItems[i].grossPerformancePercent =
|
||||
currentValue / this.portfolioItems[i].investment - 1 || 0;
|
||||
this.portfolioItems[i].value = currentValue;
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
// console.timeEnd('update-portfolio-items');
|
||||
}
|
||||
}
|
||||
|
@ -8,6 +8,7 @@ import { Injectable } from '@nestjs/common';
|
||||
import { DataSource } from '@prisma/client';
|
||||
import {
|
||||
differenceInHours,
|
||||
endOfToday,
|
||||
format,
|
||||
getDate,
|
||||
getMonth,
|
||||
@ -187,7 +188,8 @@ export class DataGatheringService {
|
||||
public async getCustomSymbolsToGather(
|
||||
startDate?: Date
|
||||
): Promise<IDataGatheringItem[]> {
|
||||
const scraperConfigurations = await this.ghostfolioScraperApi.getScraperConfigurations();
|
||||
const scraperConfigurations =
|
||||
await this.ghostfolioScraperApi.getScraperConfigurations();
|
||||
|
||||
return scraperConfigurations.map((scraperConfiguration) => {
|
||||
return {
|
||||
@ -224,7 +226,12 @@ export class DataGatheringService {
|
||||
const distinctOrders = await this.prisma.order.findMany({
|
||||
distinct: ['symbol'],
|
||||
orderBy: [{ symbol: 'asc' }],
|
||||
select: { dataSource: true, symbol: true }
|
||||
select: { dataSource: true, symbol: true },
|
||||
where: {
|
||||
date: {
|
||||
lt: endOfToday() // no draft
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
const distinctOrdersWithDate: IDataGatheringItem[] = distinctOrders
|
||||
@ -280,7 +287,12 @@ export class DataGatheringService {
|
||||
const distinctOrders = await this.prisma.order.findMany({
|
||||
distinct: ['symbol'],
|
||||
orderBy: [{ date: 'asc' }],
|
||||
select: { dataSource: true, date: true, symbol: true }
|
||||
select: { dataSource: true, date: true, symbol: true },
|
||||
where: {
|
||||
date: {
|
||||
lt: endOfToday() // no draft
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
return [
|
||||
|
@ -2,12 +2,12 @@
|
||||
*ngIf="isLoading"
|
||||
animation="pulse"
|
||||
[theme]="{
|
||||
height: '12rem',
|
||||
height: '100%',
|
||||
width: '100%'
|
||||
}"
|
||||
></ngx-skeleton-loader>
|
||||
<canvas
|
||||
#chartCanvas
|
||||
height="50"
|
||||
class="h-100"
|
||||
[ngStyle]="{ display: isLoading ? 'none' : 'block' }"
|
||||
></canvas>
|
||||
|
@ -19,6 +19,7 @@ import {
|
||||
TimeScale
|
||||
} from 'chart.js';
|
||||
import { Chart } from 'chart.js';
|
||||
import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
|
||||
|
||||
@Component({
|
||||
selector: 'gf-investment-chart',
|
||||
@ -52,9 +53,30 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
|
||||
}
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
this.chart?.destroy();
|
||||
}
|
||||
|
||||
private initialize() {
|
||||
this.isLoading = true;
|
||||
|
||||
if (this.portfolioItems?.length > 0) {
|
||||
// Extend chart by three months (before)
|
||||
const firstItem = this.portfolioItems[0];
|
||||
this.portfolioItems.unshift({
|
||||
...firstItem,
|
||||
date: subMonths(parseISO(firstItem.date), 3).toISOString(),
|
||||
investment: 0
|
||||
});
|
||||
|
||||
// Extend chart by three months (after)
|
||||
const lastItem = this.portfolioItems[this.portfolioItems.length - 1];
|
||||
this.portfolioItems.push({
|
||||
...lastItem,
|
||||
date: addMonths(parseISO(lastItem.date), 3).toISOString()
|
||||
});
|
||||
}
|
||||
|
||||
const data = {
|
||||
labels: this.portfolioItems.map((position) => {
|
||||
return position.date;
|
||||
@ -65,7 +87,16 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
|
||||
borderWidth: 2,
|
||||
data: this.portfolioItems.map((position) => {
|
||||
return position.investment;
|
||||
})
|
||||
}),
|
||||
segment: {
|
||||
borderColor: (context: unknown) =>
|
||||
this.isInFuture(
|
||||
context,
|
||||
`rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.67)`
|
||||
),
|
||||
borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
|
||||
},
|
||||
stepped: true
|
||||
}
|
||||
]
|
||||
};
|
||||
@ -123,7 +154,9 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
|
||||
}
|
||||
}
|
||||
|
||||
public ngOnDestroy() {
|
||||
this.chart?.destroy();
|
||||
private isInFuture(aContext: any, aValue: any) {
|
||||
return isAfter(new Date(aContext?.p0?.parsed?.x), new Date())
|
||||
? aValue
|
||||
: undefined;
|
||||
}
|
||||
}
|
||||
|
@ -24,7 +24,8 @@ import { Chart } from 'chart.js';
|
||||
styleUrls: ['./portfolio-proportion-chart.component.scss']
|
||||
})
|
||||
export class PortfolioProportionChartComponent
|
||||
implements OnChanges, OnDestroy, OnInit {
|
||||
implements OnChanges, OnDestroy, OnInit
|
||||
{
|
||||
@Input() baseCurrency: Currency;
|
||||
@Input() isInPercent: boolean;
|
||||
@Input() key: string;
|
||||
@ -72,9 +73,8 @@ export class PortfolioProportionChartComponent
|
||||
Object.keys(this.positions).forEach((symbol) => {
|
||||
if (this.positions[symbol][this.key]) {
|
||||
if (chartData[this.positions[symbol][this.key]]) {
|
||||
chartData[this.positions[symbol][this.key]].value += this.positions[
|
||||
symbol
|
||||
].value;
|
||||
chartData[this.positions[symbol][this.key]].value +=
|
||||
this.positions[symbol].value;
|
||||
} else {
|
||||
chartData[this.positions[symbol][this.key]] = {
|
||||
value: this.positions[symbol].value
|
||||
@ -114,7 +114,11 @@ export class PortfolioProportionChartComponent
|
||||
}
|
||||
|
||||
rest.forEach((restItem) => {
|
||||
unknownItem[1] = { value: unknownItem[1].value + restItem[1].value };
|
||||
if (unknownItem?.[1]) {
|
||||
unknownItem[1] = {
|
||||
value: unknownItem[1].value + restItem[1].value
|
||||
};
|
||||
}
|
||||
});
|
||||
|
||||
// Sort data again
|
||||
|
@ -41,56 +41,50 @@
|
||||
[dataSource]="dataSource"
|
||||
>
|
||||
<ng-container matColumnDef="count">
|
||||
<th *matHeaderCellDef class="px-1 text-right" i18n mat-header-cell>#</th>
|
||||
<th
|
||||
*matHeaderCellDef
|
||||
class="d-none d-lg-table-cell px-1 text-right"
|
||||
i18n
|
||||
mat-header-cell
|
||||
>
|
||||
#
|
||||
</th>
|
||||
<td
|
||||
*matCellDef="let element; let i = index"
|
||||
class="px-1 text-right"
|
||||
class="d-none d-lg-table-cell px-1 text-right"
|
||||
mat-cell
|
||||
>
|
||||
{{ dataSource.data.length - i }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="date">
|
||||
<th
|
||||
*matHeaderCellDef
|
||||
class="justify-content-center px-1"
|
||||
i18n
|
||||
mat-header-cell
|
||||
mat-sort-header
|
||||
>
|
||||
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
|
||||
Date
|
||||
</th>
|
||||
<td *matCellDef="let element" class="px-1" mat-cell>
|
||||
<div class="d-flex justify-content-center">
|
||||
<div class="d-flex">
|
||||
{{ element.date | date: defaultDateFormat }}
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="type">
|
||||
<th
|
||||
*matHeaderCellDef
|
||||
class="justify-content-center px-1"
|
||||
i18n
|
||||
mat-header-cell
|
||||
mat-sort-header
|
||||
>
|
||||
<th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
|
||||
Type
|
||||
</th>
|
||||
<td mat-cell *matCellDef="let element" class="px-1 text-center">
|
||||
<td mat-cell *matCellDef="let element" class="px-1">
|
||||
<div
|
||||
class="d-inline-flex justify-content-center pl-1 pr-2 py-1 type-badge"
|
||||
class="d-inline-flex p-1 type-badge"
|
||||
[ngClass]="element.type == 'BUY' ? 'buy' : 'sell'"
|
||||
>
|
||||
<ion-icon
|
||||
class="mr-1"
|
||||
[name]="
|
||||
element.type === 'BUY'
|
||||
? 'arrow-forward-circle-outline'
|
||||
: 'arrow-back-circle-outline'
|
||||
"
|
||||
></ion-icon>
|
||||
<span>{{ element.type }}</span>
|
||||
<span class="d-none d-lg-block mx-1">{{ element.type }}</span>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
@ -100,24 +94,30 @@
|
||||
Symbol
|
||||
</th>
|
||||
<td *matCellDef="let element" class="px-1" mat-cell>
|
||||
{{ element.symbol | gfSymbol }}
|
||||
<div class="d-flex align-items-center">
|
||||
{{ element.symbol | gfSymbol }}
|
||||
<span
|
||||
*ngIf="isAfter(element.date, endOfToday)"
|
||||
class="badge badge-secondary ml-1"
|
||||
i18n
|
||||
>Draft</span
|
||||
>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="currency">
|
||||
<th
|
||||
*matHeaderCellDef
|
||||
class="d-none d-lg-table-cell justify-content-center px-1"
|
||||
mat-header-cell
|
||||
class="d-none d-lg-table-cell px-1"
|
||||
i18n
|
||||
mat-header-cell
|
||||
mat-sort-header
|
||||
>
|
||||
Currency
|
||||
</th>
|
||||
<td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
|
||||
<div class="d-flex justify-content-center">
|
||||
{{ element.currency }}
|
||||
</div>
|
||||
{{ element.currency }}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
@ -185,7 +185,9 @@
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="account">
|
||||
<th *matHeaderCellDef class="px-1" i18n mat-header-cell>Account</th>
|
||||
<th *matHeaderCellDef class="px-1" mat-header-cell>
|
||||
<span class="d-none d-lg-block" i18n>Account</span>
|
||||
</th>
|
||||
<td *matCellDef="let element" class="px-1" mat-cell>
|
||||
<div class="d-flex">
|
||||
<gf-symbol-icon
|
||||
|
@ -23,7 +23,7 @@ import { MatTableDataSource } from '@angular/material/table';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
|
||||
import { OrderWithAccount } from '@ghostfolio/common/types';
|
||||
import { format } from 'date-fns';
|
||||
import { endOfToday, format, isAfter } from 'date-fns';
|
||||
import { BehaviorSubject, Observable, Subject, Subscription } from 'rxjs';
|
||||
import { takeUntil } from 'rxjs/operators';
|
||||
|
||||
@ -39,7 +39,8 @@ const SEARCH_STRING_SEPARATOR = ',';
|
||||
styleUrls: ['./transactions-table.component.scss']
|
||||
})
|
||||
export class TransactionsTableComponent
|
||||
implements OnChanges, OnDestroy, OnInit {
|
||||
implements OnChanges, OnDestroy, OnInit
|
||||
{
|
||||
@Input() baseCurrency: string;
|
||||
@Input() deviceType: string;
|
||||
@Input() locale: string;
|
||||
@ -54,11 +55,14 @@ export class TransactionsTableComponent
|
||||
@ViewChild('searchInput') searchInput: ElementRef<HTMLInputElement>;
|
||||
@ViewChild(MatSort) sort: MatSort;
|
||||
|
||||
public dataSource: MatTableDataSource<OrderWithAccount> = new MatTableDataSource();
|
||||
public dataSource: MatTableDataSource<OrderWithAccount> =
|
||||
new MatTableDataSource();
|
||||
public defaultDateFormat = DEFAULT_DATE_FORMAT;
|
||||
public displayedColumns = [];
|
||||
public endOfToday = endOfToday();
|
||||
public filters$: Subject<string[]> = new BehaviorSubject([]);
|
||||
public filters: Observable<string[]> = this.filters$.asObservable();
|
||||
public isAfter = isAfter;
|
||||
public isLoading = true;
|
||||
public placeholder = '';
|
||||
public routeQueryParams: Subscription;
|
||||
|
@ -192,7 +192,7 @@
|
||||
</mat-card>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row">
|
||||
<div class="investment-chart row">
|
||||
<div class="col-lg">
|
||||
<mat-card class="mb-3">
|
||||
<mat-card-header>
|
||||
|
@ -1,4 +1,16 @@
|
||||
:host {
|
||||
.investment-chart {
|
||||
.mat-card {
|
||||
.mat-card-content {
|
||||
aspect-ratio: 16 / 9;
|
||||
|
||||
gf-investment-chart {
|
||||
height: 100%;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.proportion-charts {
|
||||
.mat-card {
|
||||
.mat-card-content {
|
||||
|
2
apps/client/src/styles/bootstrap.scss
vendored
2
apps/client/src/styles/bootstrap.scss
vendored
@ -27,7 +27,7 @@
|
||||
// @import '~bootstrap/scss/card';
|
||||
// @import '~bootstrap/scss/breadcrumb';
|
||||
// @import '~bootstrap/scss/pagination';
|
||||
// @import '~bootstrap/scss/badge';
|
||||
@import '~bootstrap/scss/badge';
|
||||
// @import '~bootstrap/scss/jumbotron';
|
||||
// @import '~bootstrap/scss/alert';
|
||||
// @import '~bootstrap/scss/progress';
|
||||
|
Loading…
x
Reference in New Issue
Block a user