From 0ea2edd1e55015f086ee081bac53910d2991b03d Mon Sep 17 00:00:00 2001
From: David Requeno <108202767+DavidReque@users.noreply.github.com>
Date: Wed, 29 Oct 2025 13:28:46 -0600
Subject: [PATCH] Feature/extend menu in activities table component (#5855)

* Extend menu in activities table component

* Update changelog
---
 CHANGELOG.md                                  |  6 +++++
 .../activities-table.component.html           | 14 +++++++-----
 .../activities-table.component.ts             | 22 ++++++++++++-------
 3 files changed, 29 insertions(+), 13 deletions(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index 8245505b5..d0f90277e 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,12 @@ 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
+
+### Added
+
+- Extended the activities table menu with a _View Holding_ item
+
 ## 2.212.0 - 2025-10-29
 
 ### Added
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.html b/libs/ui/src/lib/activities-table/activities-table.component.html
index 843832e1a..e230c0bcd 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.html
+++ b/libs/ui/src/lib/activities-table/activities-table.component.html
@@ -437,6 +437,14 @@
           class="no-max-width"
           xPosition="before"
         >
+          @if (canClickActivity(element)) {
+            <button mat-menu-item (click)="onClickActivity(element)">
+              <span class="align-items-center d-flex">
+                <ion-icon class="mr-2" name="wallet-outline" />
+                <span i18n>View Holding</span>
+              </span>
+            </button>
+          }
           <button mat-menu-item (click)="onUpdateActivity(element)">
             <span class="align-items-center d-flex">
               <ion-icon class="mr-2" name="create-outline" />
@@ -479,11 +487,7 @@
       *matRowDef="let row; columns: displayedColumns"
       mat-row
       [ngClass]="{
-        'cursor-pointer':
-          hasPermissionToOpenDetails &&
-          isExcludedFromAnalysis(row) === false &&
-          row.isDraft === false &&
-          ['BUY', 'DIVIDEND', 'SELL'].includes(row.type)
+        'cursor-pointer': canClickActivity(row)
       }"
       (click)="onClickActivity(row)"
     ></tr>
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.ts b/libs/ui/src/lib/activities-table/activities-table.component.ts
index ce2de1caa..0b58bda94 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.ts
+++ b/libs/ui/src/lib/activities-table/activities-table.component.ts
@@ -56,7 +56,8 @@ import {
   documentTextOutline,
   ellipsisHorizontal,
   ellipsisVertical,
-  trashOutline
+  trashOutline,
+  walletOutline
 } from 'ionicons/icons';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { Subject, Subscription, takeUntil } from 'rxjs';
@@ -153,7 +154,8 @@ export class GfActivitiesTableComponent
       documentTextOutline,
       ellipsisHorizontal,
       ellipsisVertical,
-      trashOutline
+      trashOutline,
+      walletOutline
     });
   }
 
@@ -226,6 +228,15 @@ export class GfActivitiesTableComponent
     return numSelectedRows === numTotalRows;
   }
 
+  public canClickActivity(activity: Activity) {
+    return (
+      this.hasPermissionToOpenDetails &&
+      this.isExcludedFromAnalysis(activity) === false &&
+      activity.isDraft === false &&
+      ['BUY', 'DIVIDEND', 'SELL'].includes(activity.type)
+    );
+  }
+
   public isExcludedFromAnalysis(activity: Activity) {
     return (
       activity.account?.isExcluded ||
@@ -244,12 +255,7 @@ export class GfActivitiesTableComponent
       if (!activity.error) {
         this.selectedRows.toggle(activity);
       }
-    } else if (
-      this.hasPermissionToOpenDetails &&
-      this.isExcludedFromAnalysis(activity) === false &&
-      activity.isDraft === false &&
-      ['BUY', 'DIVIDEND', 'SELL'].includes(activity.type)
-    ) {
+    } else if (this.canClickActivity(activity)) {
       this.activityClicked.emit({
         dataSource: activity.SymbolProfile.dataSource,
         symbol: activity.SymbolProfile.symbol