Merge branch 'main' into feature/refactor-search-query-of-holdings-search

CHANGELOG.md

@@ -10,8 +10,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Extended the import functionality by tags
+- Introduced the fuzzy search for the accounts endpoint
 - Refactored the fuzzy search for the holdings of the assistant
 - Improved the language localization for Polish (`pl`)
+- Improved the language localization for Spanish (`es`)
 
 ## 2.189.0 - 2025-08-05
 

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

@@ -89,6 +89,7 @@ export class AccountController {
   public async getAllAccounts(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('dataSource') filterByDataSource?: string,
+    @Query('query') filterBySearchQuery?: string,
     @Query('symbol') filterBySymbol?: string
   ): Promise<AccountsResponse> {
     const impersonationUserId =
@@ -96,6 +97,7 @@ export class AccountController {
 
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByDataSource,
+      filterBySearchQuery,
       filterBySymbol
     });
 

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

@@ -220,11 +220,27 @@ export class PortfolioService {
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<AccountsResponse> {
-    const accounts = await this.getAccounts({
+    let accounts = await this.getAccounts({
       filters,
       userId,
       withExcludedAccounts
     });
+
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
+    if (searchQuery) {
+      const fuse = new Fuse(accounts, {
+        keys: ['name', 'platform.name'],
+        threshold: 0.3
+      });
+
+      accounts = fuse.search(searchQuery).map(({ item }) => {
+        return item;
+      });
+    }
+
     let totalBalanceInBaseCurrency = new Big(0);
     let totalValueInBaseCurrency = new Big(0);
     let transactionCount = 0;

apps/client/src/locales/messages.es.xlf

@@ -7581,7 +7581,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskEquity.false.max" datatype="html">
         <source> The equity contribution of your current investment (${equityValueRatio}%) exceeds ${thresholdMax}% </source>
-        <target state="new"> The equity contribution of your current investment (${equityValueRatio}%) exceeds ${thresholdMax}% </target>
+        <target state="translated">La contribución de renta variable de tu inversión actual (${equityValueRatio}%) supera el ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">43</context>
@@ -7589,7 +7589,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskEquity.false.min" datatype="html">
         <source> The equity contribution of your current investment (${equityValueRatio}%) is below ${thresholdMin}% </source>
-        <target state="new"> The equity contribution of your current investment (${equityValueRatio}%) is below ${thresholdMin}% </target>
+        <target state="translated">La contribución de renta variable de tu inversión actual (${equityValueRatio}%) está por debajo del ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">47</context>
@@ -7597,7 +7597,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskEquity.true" datatype="html">
         <source> The equity contribution of your current investment (${equityValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}% </source>
-        <target state="new"> The equity contribution of your current investment (${equityValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}% </target>
+        <target state="translated">La contribución de renta variable de tu inversión actual (${equityValueRatio}%) está dentro del rango entre ${thresholdMin}% y ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">51</context>
@@ -7605,7 +7605,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskFixedIncome" datatype="html">
         <source>Fixed Income</source>
-        <target state="new">Fixed Income</target>
+        <target state="translated">Renta fija</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">55</context>
@@ -7613,7 +7613,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskFixedIncome.false.max" datatype="html">
         <source> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) exceeds ${thresholdMax}% </source>
-        <target state="new"> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) exceeds ${thresholdMax}% </target>
+        <target state="translated">La contribución de renta fija de tu inversión actual (${fixedIncomeValueRatio}%) supera el ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">57</context>
@@ -7621,7 +7621,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskFixedIncome.false.min" datatype="html">
         <source> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) is below ${thresholdMin}% </source>
-        <target state="new"> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) is below ${thresholdMin}% </target>
+        <target state="translated">La contribución de renta fija de tu inversión actual (${fixedIncomeValueRatio}%) está por debajo del ${thresholdMin}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">61</context>
@@ -7629,7 +7629,7 @@
       </trans-unit>
       <trans-unit id="rule.assetClassClusterRiskFixedIncome.true" datatype="html">
         <source> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}% </source>
-        <target state="new"> The fixed income contribution of your current investment (${fixedIncomeValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}% </target>
+        <target state="translated">La contribución de renta fija de tu inversión actual (${fixedIncomeValueRatio}%) está dentro del rango entre ${thresholdMin}% y ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">66</context>
@@ -7637,7 +7637,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskBaseCurrencyCurrentInvestment" datatype="html">
         <source> Investment: Base Currency </source>
-        <target state="new"> Investment: Base Currency </target>
+        <target state="translated">Inversión: Moneda base</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">72</context>
@@ -7645,7 +7645,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskBaseCurrencyCurrentInvestment.false" datatype="html">
         <source> The major part of your current investment is not in your base currency (${baseCurrencyValueRatio}% in ${baseCurrency}) </source>
-        <target state="new"> The major part of your current investment is not in your base currency (${baseCurrencyValueRatio}% in ${baseCurrency}) </target>
+        <target state="translated">La mayor parte de tu inversión actual no está en tu moneda base (${baseCurrencyValueRatio}% en ${baseCurrency})</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">75</context>
@@ -7653,7 +7653,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskBaseCurrencyCurrentInvestment.true" datatype="html">
         <source> The major part of your current investment is in your base currency (${baseCurrencyValueRatio}% in ${baseCurrency}) </source>
-        <target state="new"> The major part of your current investment is in your base currency (${baseCurrencyValueRatio}% in ${baseCurrency}) </target>
+        <target state="translated">La mayor parte de tu inversión actual está en tu moneda base (${baseCurrencyValueRatio}% en ${baseCurrency})</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">79</context>
@@ -7661,7 +7661,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskCurrentInvestment" datatype="html">
         <source>Investment</source>
-        <target state="new">Investment</target>
+        <target state="translated">Inversión</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">82</context>
@@ -7669,7 +7669,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskCurrentInvestment.false" datatype="html">
         <source> Over ${thresholdMax}% of your current investment is in ${currency} (${maxValueRatio}%) </source>
-        <target state="new"> Over ${thresholdMax}% of your current investment is in ${currency} (${maxValueRatio}%) </target>
+        <target state="translated">Más del ${thresholdMax}% de tu inversión actual está en ${currency} (${maxValueRatio}%)</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">84</context>
@@ -7677,7 +7677,7 @@
       </trans-unit>
       <trans-unit id="rule.currencyClusterRiskCurrentInvestment.true" datatype="html">
         <source> The major part of your current investment is in ${currency} (${maxValueRatio}%) and does not exceed ${thresholdMax}% </source>
-        <target state="new"> The major part of your current investment is in ${currency} (${maxValueRatio}%) and does not exceed ${thresholdMax}% </target>
+        <target state="translated">La mayor parte de tu inversión actual está en ${currency} (${maxValueRatio}%) y no supera el ${thresholdMax}%</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/i18n/i18n-page.html</context>
           <context context-type="linenumber">88</context>