Feature/extend search in assistant by accounts (#5356)

* Extend search in assistant by accounts

* Update changelog

CHANGELOG.md

@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Included accounts in the search results of the assistant
+
 ### Changed
 
 - Migrated the prompt dialog component from `ngModel` to form control

libs/ui/src/lib/assistant/assistant-list-item/assistant-list-item.component.ts

@@ -50,20 +50,27 @@ export class GfAssistantListItemComponent
   public constructor(private changeDetectorRef: ChangeDetectorRef) {}
 
   public ngOnChanges() {
-    if (this.item?.mode === SearchMode.ASSET_PROFILE) {
+    if (this.item?.mode === SearchMode.ACCOUNT) {
+      this.queryParams = {
+        accountDetailDialog: true,
+        accountId: this.item.id
+      };
+
+      this.routerLink = internalRoutes.accounts.routerLink;
+    } else if (this.item?.mode === SearchMode.ASSET_PROFILE) {
       this.queryParams = {
         assetProfileDialog: true,
-        dataSource: this.item?.dataSource,
+        dataSource: this.item.dataSource,
-        symbol: this.item?.symbol
+        symbol: this.item.symbol
       };
 
       this.routerLink =
         internalRoutes.adminControl.subRoutes.marketData.routerLink;
     } else if (this.item?.mode === SearchMode.HOLDING) {
       this.queryParams = {
-        dataSource: this.item?.dataSource,
+        dataSource: this.item.dataSource,
         holdingDetailDialog: true,
-        symbol: this.item?.symbol
+        symbol: this.item.symbol
       };
 
       this.routerLink = [];

libs/ui/src/lib/assistant/assistant.component.ts

@@ -153,14 +153,16 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   });
   public holdings: PortfolioPosition[] = [];
   public isLoading = {
+    accounts: false,
     assetProfiles: false,
     holdings: false,
     quickLinks: false
   };
   public isOpen = false;
-  public placeholder = $localize`Find holding or page...`;
+  public placeholder = $localize`Find account, holding or page...`;
   public searchFormControl = new FormControl('');
   public searchResults: ISearchResults = {
+    accounts: [],
     assetProfiles: [],
     holdings: [],
     quickLinks: []
@@ -199,11 +201,13 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       .pipe(
         map((searchTerm) => {
           this.isLoading = {
+            accounts: true,
             assetProfiles: true,
             holdings: true,
             quickLinks: true
           };
           this.searchResults = {
+            accounts: [],
             assetProfiles: [],
             holdings: [],
             quickLinks: []
@@ -217,6 +221,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         distinctUntilChanged(),
         switchMap((searchTerm) => {
           const results = {
+            accounts: [],
             assetProfiles: [],
             holdings: [],
             quickLinks: []
@@ -226,6 +231,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
             return of(results).pipe(
               tap(() => {
                 this.isLoading = {
+                  accounts: false,
                   assetProfiles: false,
                   holdings: false,
                   quickLinks: false
@@ -234,6 +240,25 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
             );
           }
 
+          // Accounts
+          const accounts$: Observable<Partial<ISearchResults>> =
+            this.searchAccounts(searchTerm).pipe(
+              map((accounts) => ({
+                accounts: accounts.slice(
+                  0,
+                  GfAssistantComponent.SEARCH_RESULTS_DEFAULT_LIMIT
+                )
+              })),
+              catchError((error) => {
+                console.error('Error fetching accounts for assistant:', error);
+                return of({ accounts: [] as ISearchResultItem[] });
+              }),
+              tap(() => {
+                this.isLoading.accounts = false;
+                this.changeDetectorRef.markForCheck();
+              })
+            );
+
           // Asset profiles
           const assetProfiles$: Observable<Partial<ISearchResults>> = this
             .hasPermissionToAccessAdminControl
@@ -299,13 +324,14 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
           );
 
           // Merge all results
-          return merge(quickLinks$, assetProfiles$, holdings$).pipe(
+          return merge(accounts$, assetProfiles$, holdings$, quickLinks$).pipe(
             scan(
               (acc: ISearchResults, curr: Partial<ISearchResults>) => ({
                 ...acc,
                 ...curr
               }),
               {
+                accounts: [],
                 assetProfiles: [],
                 holdings: [],
                 quickLinks: []
@@ -323,6 +349,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         error: (error) => {
           console.error('Assistant search stream error:', error);
           this.searchResults = {
+            accounts: [],
             assetProfiles: [],
             holdings: [],
             quickLinks: []
@@ -331,6 +358,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         },
         complete: () => {
           this.isLoading = {
+            accounts: false,
             assetProfiles: false,
             holdings: false,
             quickLinks: false
@@ -451,12 +479,14 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
 
   public initialize() {
     this.isLoading = {
+      accounts: true,
       assetProfiles: true,
       holdings: true,
       quickLinks: true
     };
     this.keyManager = new FocusKeyManager(this.assistantListItems).withWrap();
     this.searchResults = {
+      accounts: [],
       assetProfiles: [],
       holdings: [],
       quickLinks: []
@@ -472,6 +502,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     });
 
     this.isLoading = {
+      accounts: false,
       assetProfiles: false,
       holdings: false,
       quickLinks: false
@@ -564,6 +595,34 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     });
   }
 
+  private searchAccounts(aSearchTerm: string): Observable<ISearchResultItem[]> {
+    return this.dataService
+      .fetchAccounts({
+        filters: [
+          {
+            id: aSearchTerm,
+            type: 'SEARCH_QUERY'
+          }
+        ]
+      })
+      .pipe(
+        catchError(() => {
+          return EMPTY;
+        }),
+        map(({ accounts }) => {
+          return accounts.map(({ id, name }) => {
+            return {
+              id,
+              name,
+              routerLink: internalRoutes.accounts.routerLink,
+              mode: SearchMode.ACCOUNT as const
+            };
+          });
+        }),
+        takeUntil(this.unsubscribeSubject)
+      );
+  }
+
   private searchAssetProfiles(
     aSearchTerm: string
   ): Observable<ISearchResultItem[]> {

libs/ui/src/lib/assistant/assistant.html

@@ -39,9 +39,11 @@
     @if (searchFormControl.value) {
       <div class="overflow-auto py-2 result-container">
         @if (
+          !isLoading.accounts &&
           !isLoading.assetProfiles &&
           !isLoading.holdings &&
           !isLoading.quickLinks &&
+          searchResults.accounts?.length === 0 &&
           searchResults.assetProfiles?.length === 0 &&
           searchResults.holdings?.length === 0 &&
           searchResults.quickLinks?.length === 0
@@ -76,6 +78,32 @@
               }
             </div>
           }
+          @if (isLoading.accounts || searchResults?.accounts?.length !== 0) {
+            <div>
+              <div class="font-weight-bold px-3 text-muted title" i18n>
+                Accounts
+              </div>
+              @for (
+                searchResultItem of searchResults.accounts;
+                track searchResultItem
+              ) {
+                <gf-assistant-list-item
+                  [item]="searchResultItem"
+                  (clicked)="onCloseAssistant()"
+                />
+              }
+              @if (isLoading.accounts) {
+                <ngx-skeleton-loader
+                  animation="pulse"
+                  class="mx-3"
+                  [theme]="{
+                    height: '1.5rem',
+                    width: '100%'
+                  }"
+                />
+              }
+            </div>
+          }
           @if (isLoading.holdings || searchResults?.holdings?.length !== 0) {
             <div>
               <div class="font-weight-bold px-3 text-muted title" i18n>

libs/ui/src/lib/assistant/enums/search-mode.ts

@@ -1,4 +1,5 @@
 export enum SearchMode {
+  ACCOUNT = 'account',
   ASSET_PROFILE = 'assetProfile',
   HOLDING = 'holding',
   QUICK_LINK = 'quickLink'

libs/ui/src/lib/assistant/interfaces/interfaces.ts

@@ -1,8 +1,14 @@
 import { AssetProfileIdentifier } from '@ghostfolio/common/interfaces';
-import { DateRange } from '@ghostfolio/common/types';
+import { AccountWithValue, DateRange } from '@ghostfolio/common/types';
 
 import { SearchMode } from '../enums/search-mode';
 
+export interface IAccountSearchResultItem
+  extends Pick<AccountWithValue, 'id' | 'name'> {
+  mode: SearchMode.ACCOUNT;
+  routerLink: string[];
+}
+
 export interface IAssetSearchResultItem extends AssetProfileIdentifier {
   assetSubClassString: string;
   currency: string;
@@ -22,10 +28,12 @@ export interface IQuickLinkSearchResultItem {
 }
 
 export type ISearchResultItem =
+  | IAccountSearchResultItem
   | IAssetSearchResultItem
   | IQuickLinkSearchResultItem;
 
 export interface ISearchResults {
+  accounts: ISearchResultItem[];
   assetProfiles: ISearchResultItem[];
   holdings: ISearchResultItem[];
   quickLinks: ISearchResultItem[];