Feature/dividend (#547)

* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>

apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html

@@ -169,4 +169,18 @@
       ></gf-value>
     </div>
   </div>
+  <div class="row">
+    <div class="col"><hr /></div>
+  </div>
+  <div class="row px-3 py-1">
+    <div class="d-flex flex-grow-1" i18n>Dividend</div>
+    <div class="d-flex justify-content-end">
+      <gf-value
+        class="justify-content-end"
+        [currency]="baseCurrency"
+        [locale]="locale"
+        [value]="isLoading ? undefined : summary?.dividend"
+      ></gf-value>
+    </div>
+  </div>
 </div>

apps/client/src/app/components/transactions-table/transactions-table.component.html

@@ -77,11 +77,15 @@
     <td mat-cell *matCellDef="let element" class="px-1">
       <div
         class="d-inline-flex p-1 type-badge"
-        [ngClass]="element.type == 'BUY' ? 'buy' : 'sell'"
+        [ngClass]="{
+          buy: element.type === 'BUY',
+          dividend: element.type === 'DIVIDEND',
+          sell: element.type === 'SELL'
+        }"
       >
         <ion-icon
           [name]="
-            element.type === 'BUY'
+            element.type === 'BUY' || element.type === 'DIVIDEND'
               ? 'arrow-forward-circle-outline'
               : 'arrow-back-circle-outline'
           "

apps/client/src/app/components/transactions-table/transactions-table.component.scss

@@ -37,6 +37,10 @@
           color: var(--green);
         }
 
+        &.dividend {
+          color: var(--blue);
+        }
+
         &.sell {
           color: var(--orange);
         }

apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html

@@ -52,8 +52,9 @@
       <mat-form-field appearance="outline" class="w-100">
         <mat-label i18n>Type</mat-label>
         <mat-select name="type" required [(value)]="data.transaction.type">
-          <mat-option value="BUY" i18n> BUY </mat-option>
-          <mat-option value="SELL" i18n> SELL </mat-option>
+          <mat-option value="BUY" i18n>BUY</mat-option>
+          <mat-option value="DIVIDEND" i18n>DIVIDEND</mat-option>
+          <mat-option value="SELL" i18n>SELL</mat-option>
         </mat-select>
       </mat-form-field>
     </div>
@@ -141,7 +142,7 @@
           [(ngModel)]="data.transaction.unitPrice"
         />
         <button
-          *ngIf="currentMarketPrice"
+          *ngIf="currentMarketPrice && (data.transaction.type === 'BUY' || data.transaction.type === 'SELL')"
           mat-icon-button
           matSuffix
           title="Apply current market price"

apps/client/src/app/services/import-transactions.service.ts

@@ -214,10 +214,15 @@ export class ImportTransactionsService {
 
     for (const key of ImportTransactionsService.TYPE_KEYS) {
       if (item[key]) {
-        if (item[key].toLowerCase() === 'buy') {
-          return Type.BUY;
-        } else if (item[key].toLowerCase() === 'sell') {
-          return Type.SELL;
+        switch (item[key].toLowerCase()) {
+          case 'buy':
+            return Type.BUY;
+          case 'dividend':
+            return Type.DIVIDEND;
+          case 'sell':
+            return Type.SELL;
+          default:
+            break;
         }
       }
     }