Bugfix/fix gaps in chart of benchmark comparator (#4311)

* Fix benchmark interval

* Update changelog

CHANGELOG.md

@@ -23,6 +23,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Improved the language localization for German (`de`)
 - Upgraded `@trivago/prettier-plugin-sort-imports` from version `5.2.1` to `5.2.2`
 
+### Fixed
+
+- Fixed the gaps in the chart of the benchmark comparator
+
 ## 2.138.0 - 2025-02-08
 
 ### Added

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

@@ -2,7 +2,9 @@ import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorat
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
+import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import type {
   AssetProfileIdentifier,
   BenchmarkMarketDataDetails,
@@ -16,6 +18,7 @@ import {
   Controller,
   Delete,
   Get,
+  Headers,
   HttpException,
   Inject,
   Param,
@@ -34,6 +37,7 @@ import { BenchmarkService } from './benchmark.service';
 @Controller('benchmark')
 export class BenchmarkController {
   public constructor(
+    private readonly apiService: ApiService,
     private readonly benchmarkService: BenchmarkService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
@@ -108,23 +112,43 @@ export class BenchmarkController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getBenchmarkMarketDataForUser(
+    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Param('dataSource') dataSource: DataSource,
     @Param('startDateString') startDateString: string,
     @Param('symbol') symbol: string,
-    @Query('range') dateRange: DateRange = 'max'
+    @Query('range') dateRange: DateRange = 'max',
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
+    @Query('symbol') filterBySymbol?: string,
+    @Query('tags') filterByTags?: string,
+    @Query('withExcludedAccounts') withExcludedAccountsParam = 'false'
   ): Promise<BenchmarkMarketDataDetails> {
     const { endDate, startDate } = getIntervalFromDateRange(
       dateRange,
       new Date(startDateString)
     );
-    const userCurrency = this.request.user.Settings.settings.baseCurrency;
+
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
+      filterByTags
+    });
+
+    const withExcludedAccounts = withExcludedAccountsParam === 'true';
 
     return this.benchmarkService.getMarketDataForUser({
       dataSource,
+      dateRange,
       endDate,
+      filters,
+      impersonationId,
       startDate,
       symbol,
-      userCurrency
+      withExcludedAccounts,
+      user: this.request.user
     });
   }
 }

apps/api/src/app/benchmark/benchmark.module.ts

@@ -1,13 +1,25 @@
+import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { OrderModule } from '@ghostfolio/api/app/order/order.module';
+import { PortfolioCalculatorFactory } from '@ghostfolio/api/app/portfolio/calculator/portfolio-calculator.factory';
+import { CurrentRateService } from '@ghostfolio/api/app/portfolio/current-rate.service';
+import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { RulesService } from '@ghostfolio/api/app/portfolio/rules.service';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { SymbolModule } from '@ghostfolio/api/app/symbol/symbol.module';
+import { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { TransformDataSourceInResponseModule } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
+import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
 import { MarketDataModule } from '@ghostfolio/api/services/market-data/market-data.module';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
+import { PortfolioSnapshotQueueModule } from '@ghostfolio/api/services/queues/portfolio-snapshot/portfolio-snapshot.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile/symbol-profile.module';
 
 import { Module } from '@nestjs/common';
@@ -19,18 +31,32 @@ import { BenchmarkService } from './benchmark.service';
   controllers: [BenchmarkController],
   exports: [BenchmarkService],
   imports: [
+    ApiModule,
     ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,
+    ImpersonationModule,
     MarketDataModule,
+    OrderModule,
+    PortfolioSnapshotQueueModule,
     PrismaModule,
     PropertyModule,
     RedisCacheModule,
     SymbolModule,
     SymbolProfileModule,
     TransformDataSourceInRequestModule,
-    TransformDataSourceInResponseModule
+    TransformDataSourceInResponseModule,
+    UserModule
   ],
-  providers: [BenchmarkService]
+  providers: [
+    AccountBalanceService,
+    AccountService,
+    BenchmarkService,
+    CurrentRateService,
+    MarketDataService,
+    PortfolioCalculatorFactory,
+    PortfolioService,
+    RulesService
+  ]
 })
 export class BenchmarkModule {}

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

@@ -1,6 +1,6 @@
+import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
-import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
@@ -22,22 +22,19 @@ import {
   Benchmark,
   BenchmarkMarketDataDetails,
   BenchmarkProperty,
-  BenchmarkResponse
+  BenchmarkResponse,
+  Filter
 } from '@ghostfolio/common/interfaces';
-import { BenchmarkTrend } from '@ghostfolio/common/types';
+import {
+  BenchmarkTrend,
+  DateRange,
+  UserWithSettings
+} from '@ghostfolio/common/types';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { SymbolProfile } from '@prisma/client';
 import { Big } from 'big.js';
-import {
+import { addHours, format, isAfter, isSameDay, subDays } from 'date-fns';
-  addHours,
-  differenceInDays,
-  eachDayOfInterval,
-  format,
-  isAfter,
-  isSameDay,
-  subDays
-} from 'date-fns';
 import { isNumber, uniqBy } from 'lodash';
 import ms from 'ms';
 
@@ -48,11 +45,11 @@ export class BenchmarkService {
   private readonly CACHE_KEY_BENCHMARKS = 'BENCHMARKS';
 
   public constructor(
-    private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
+    private readonly portfolioService: PortfolioService,
     private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService,
     private readonly symbolProfileService: SymbolProfileService,
@@ -158,31 +155,33 @@ export class BenchmarkService {
 
   public async getMarketDataForUser({
     dataSource,
+    dateRange,
     endDate = new Date(),
+    filters,
+    impersonationId,
     startDate,
     symbol,
-    userCurrency
+    user,
+    withExcludedAccounts
   }: {
+    dateRange: DateRange;
     endDate?: Date;
+    filters?: Filter[];
+    impersonationId: string;
     startDate: Date;
-    userCurrency: string;
+    user: UserWithSettings;
+    withExcludedAccounts?: boolean;
   } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetails> {
     const marketData: { date: string; value: number }[] = [];
+    const userCurrency = user.Settings.settings.baseCurrency;
+    const userId = user.id;
 
-    const days = differenceInDays(endDate, startDate) + 1;
+    const { chart } = await this.portfolioService.getPerformance({
-    const dates = eachDayOfInterval(
+      dateRange,
-      {
+      filters,
-        start: startDate,
+      impersonationId,
-        end: endDate
+      userId,
-      },
+      withExcludedAccounts
-      {
-        step: Math.round(
-          days /
-            Math.min(days, this.configurationService.get('MAX_CHART_ITEMS'))
-        )
-      }
-    ).map((date) => {
-      return resetHours(date);
     });
 
     const [currentSymbolItem, marketDataItems] = await Promise.all([
@@ -200,7 +199,9 @@ export class BenchmarkService {
           dataSource,
           symbol,
           date: {
-            in: dates
+            in: chart.map(({ date }) => {
+              return resetHours(parseDate(date));
+            })
           }
         }
       })

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

@@ -321,6 +321,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
           .fetchBenchmarkForUser({
             dataSource,
             symbol,
+            filters: this.userService.getFilters(),
             range: this.user?.settings?.dateRange,
             startDate: this.firstOrderDate
           })

apps/client/src/app/services/data.service.ts

@@ -338,17 +338,23 @@ export class DataService {
 
   public fetchBenchmarkForUser({
     dataSource,
+    filters,
     range,
     startDate,
-    symbol
+    symbol,
+    withExcludedAccounts
   }: {
+    filters?: Filter[];
     range: DateRange;
     startDate: Date;
+    withExcludedAccounts?: boolean;
   } & AssetProfileIdentifier): Observable<BenchmarkMarketDataDetails> {
-    let params = new HttpParams();
+    let params = this.buildFiltersAsQueryParams({ filters });
 
-    if (range) {
+    params = params.append('range', range);
-      params = params.append('range', range);
+
+    if (withExcludedAccounts) {
+      params = params.append('withExcludedAccounts', withExcludedAccounts);
     }
 
     return this.http.get<BenchmarkMarketDataDetails>(