add common metrics chart widget

[mierin12]

Hello,

This is a proposition to add a chart widget in which you can apply the common indicators (total, transferals, delta, invested capital, dividend etc.) to any data series (account, security, taxonomy).

The issue of multiselection of #3754 is simplified here as only one data series is allowed in the chart (but several commons of a same data series are allowed). The inconvenience of a widget is that there is no legend (so no user defined color, area etc) and no csv export. But I believe this is still a useful widget.

I put in draft as there is one last common data not taken into account : the delta_percentage. Should it be included in this widget ? In which case a bit more work is required as it cannot be plotted directly on the same graph, and could be applied to benchmark, contrary to the other indicators, and the aggregation period would be relevant too. There is still some commented lines about delta_percentage that I can remove if it should not be considered here.
I was also not super sure :

• if I correctly use the "Dashboard.config", should a new config be created here ?
• if I correctly use the cache
• about the label proposed. "key metrics" ? "common metrics" ? "key indicators" ?
• about the colors : since the user has no way to update the color here, should more thought be put into the chosen colors ? I reused some from DataSeriesSet, some a bit random. No color difference between invested capital (since reporting period) and invested capital (since first transaction). This might be an issue in some cases ?

Example from kommer of some common metrics applied to whole portfolio, Account, Security and Taxonomy :

[buchen]

if I correctly use the "Dashboard.config", should a new config be created here

I am always torn with naming the configuration parameter. They end up in map, therefore the key must be unique per widget. On the other hand, I do not want to pollute the name space unnecessary. The same thing should be named the same way. In the past, I have overdone it (sometimes DATA_SERIES contains one value, sometimes multiple values).

Maybe we name it CLIENT_DATA_SERIES because that's where the data series is originally already defined (and they are identical besides the DELTA_PERCENTAGE).

Thinking about it, I also suggest to rename it to ClientDataSeriesChartWidget.

about the colors : since the user has no way to update the color here, should more thought be put into the chosen colors ? I reused some from DataSeriesSet, some a bit random. No color difference between invested capital (since reporting period) and invested capital (since first transaction). This might be an issue in some cases ?

I think it looks okay. At a later iteration, we still could either configure those colors via CSS (to separate dark and light mode) or allow the user to configure the color (by adding a dialog).

The same is true for all other data series configurations: show an area, line type (dotted, ...), etc.

about the label proposed. "key metrics" ? "common metrics" ? "key indicators" ?

Naming is tricky - as always :-)

I am not so sure about "key metrics". Particularly the "key" suggests something more. I chatted with ChatGTP about this to get some inspiration. In the end, I settled for "Derived data series" and "aspect".

My proposal: we publish it with these names and then ask for feedback in the forum