Streamline filter actions and remove redundant code

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

@@ -242,7 +242,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
             );
           }
 
-          // Accounts
           const accounts$: Observable<Partial<ISearchResults>> =
             this.searchAccounts(searchTerm).pipe(
               map((accounts) => ({
@@ -261,7 +260,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
               })
             );
 
-          // Asset profiles
           const assetProfiles$: Observable<Partial<ISearchResults>> = this
             .hasPermissionToAccessAdminControl
             ? this.searchAssetProfiles(searchTerm).pipe(
@@ -290,7 +288,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
                 })
               );
 
-          // Holdings
           const holdings$: Observable<Partial<ISearchResults>> =
             this.searchHoldings(searchTerm).pipe(
               map((holdings) => ({
@@ -309,7 +306,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
               })
             );
 
-          // Quick links
           const quickLinks$: Observable<Partial<ISearchResults>> = of(
             this.searchQuickLinks(searchTerm)
           ).pipe(
@@ -325,7 +321,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
             })
           );
 
-          // Merge all results
           return merge(accounts$, assetProfiles$, holdings$, quickLinks$).pipe(
             scan(
               (acc: ISearchResults, curr: Partial<ISearchResults>) => ({
@@ -365,11 +360,9 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public ngOnChanges() {
-    // Use accountsWithValue if provided, otherwise transform user.accounts as fallback
     if (this.accountsWithValue?.length > 0) {
       this.accounts = this.accountsWithValue;
     } else {
-      // Transform basic accounts to AccountWithValue format for compatibility
       this.accounts = (this.user?.accounts ?? []).map((account) => ({
         ...account,
         allocationInPercentage: 0,
@@ -379,7 +372,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         platform: account.platformId
           ? {
               id: account.platformId,
-              name: account.platformId, // Fallback, ideally should be resolved
+              name: account.platformId,
               url: ''
             }
           : undefined,
@@ -566,12 +559,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public onResetFilters() {
-    this.portfolioFilterFormControl.setValue({
-      account: null,
-      assetClass: null,
-      holding: null,
-      tag: null
-    });
+    this.portfolioFilterFormControl.reset();
 
     this.filtersChanged.emit(
       this.filterTypes.map((type) => {

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

@@ -180,6 +180,7 @@
     </div>
     <div class="p-3">
       <gf-portfolio-filter-form
+        #portfolioFilterForm
         [accounts]="accounts"
         [assetClasses]="assetClasses"
         [disabled]="!hasPermissionToChangeFilters"
@@ -188,7 +189,35 @@
         [tags]="tags"
         (applyFilters)="onApplyFilters()"
         (resetFilters)="onResetFilters()"
-      />
+      >
+        <div class="d-flex w-100" gfPortfolioFilterActions>
+          <button
+            i18n
+            mat-button
+            type="button"
+            [disabled]="
+              !portfolioFilterForm.hasFilters() || portfolioFilterForm.disabled
+            "
+            (click)="portfolioFilterForm.onResetFilters()"
+          >
+            Reset Filters
+          </button>
+          <span class="gf-spacer"></span>
+          <button
+            color="primary"
+            i18n
+            mat-flat-button
+            type="button"
+            [disabled]="
+              !portfolioFilterForm.filterForm.dirty ||
+              portfolioFilterForm.disabled
+            "
+            (click)="portfolioFilterForm.onApplyFilters()"
+          >
+            Apply Filters
+          </button>
+        </div>
+      </gf-portfolio-filter-form>
     </div>
   }
 </div>

libs/ui/src/lib/portfolio-filter-form/portfolio-filter-form.component.html

@@ -72,24 +72,5 @@
       </mat-select>
     </mat-form-field>
   </div>
-  <div class="d-flex w-100">
-    <button
-      i18n
-      mat-button
-      [disabled]="!hasFilters() || disabled"
-      (click)="onResetFilters()"
-    >
-      Reset Filters
-    </button>
-    <span class="gf-spacer"></span>
-    <button
-      color="primary"
-      i18n
-      mat-flat-button
-      [disabled]="!filterForm.dirty || disabled"
-      (click)="onApplyFilters()"
-    >
-      Apply Filters
-    </button>
-  </div>
+  <ng-content select="[gfPortfolioFilterActions]"></ng-content>
 </form>

libs/ui/src/lib/portfolio-filter-form/portfolio-filter-form.component.spec.ts

@@ -1,69 +0,0 @@
-import { ComponentFixture, TestBed } from '@angular/core/testing';
-import { ReactiveFormsModule } from '@angular/forms';
-import { MatButtonModule } from '@angular/material/button';
-import { MatFormFieldModule } from '@angular/material/form-field';
-import { MatSelectModule } from '@angular/material/select';
-import { NoopAnimationsModule } from '@angular/platform-browser/animations';
-
-import { GfPortfolioFilterFormComponent } from './portfolio-filter-form.component';
-
-// Mock $localize for testing
-(global as any).$localize = (template: any) => {
-  return template.raw ? template.raw.join('') : template;
-};
-
-describe('GfPortfolioFilterFormComponent', () => {
-  let component: GfPortfolioFilterFormComponent;
-  let fixture: ComponentFixture<GfPortfolioFilterFormComponent>;
-
-  beforeEach(async () => {
-    await TestBed.configureTestingModule({
-      imports: [
-        GfPortfolioFilterFormComponent,
-        MatButtonModule,
-        MatFormFieldModule,
-        MatSelectModule,
-        NoopAnimationsModule,
-        ReactiveFormsModule
-      ]
-    }).compileComponents();
-
-    fixture = TestBed.createComponent(GfPortfolioFilterFormComponent);
-    component = fixture.componentInstance;
-    fixture.detectChanges();
-  });
-
-  it('should create', () => {
-    expect(component).toBeTruthy();
-  });
-
-  it('should initialize with empty form values', () => {
-    expect(component.filterForm.value).toEqual({
-      account: null,
-      assetClass: null,
-      holding: null,
-      tag: null
-    });
-  });
-
-  it('should detect when filters are applied', () => {
-    component.filterForm.patchValue({ account: 'test-account-id' });
-    expect(component.hasFilters()).toBeTruthy();
-  });
-
-  it('should detect when no filters are applied', () => {
-    expect(component.hasFilters()).toBeFalsy();
-  });
-
-  it('should emit resetFilters event when onResetFilters is called', () => {
-    jest.spyOn(component.resetFilters, 'emit');
-    component.onResetFilters();
-    expect(component.resetFilters.emit).toHaveBeenCalled();
-  });
-
-  it('should emit applyFilters event when onApplyFilters is called', () => {
-    jest.spyOn(component.applyFilters, 'emit');
-    component.onApplyFilters();
-    expect(component.applyFilters.emit).toHaveBeenCalled();
-  });
-});

libs/ui/src/lib/portfolio-filter-form/portfolio-filter-form.component.stories.ts

@@ -36,9 +36,9 @@ export const Default: Story = {
       }
     ] as any,
     assetClasses: [
+      { id: 'COMMODITY', label: 'Commodity', type: 'ASSET_CLASS' },
       { id: 'EQUITY', label: 'Equity', type: 'ASSET_CLASS' },
-      { id: 'FIXED_INCOME', label: 'Fixed Income', type: 'ASSET_CLASS' },
-      { id: 'COMMODITY', label: 'Commodity', type: 'ASSET_CLASS' }
+      { id: 'FIXED_INCOME', label: 'Fixed Income', type: 'ASSET_CLASS' }
     ] as any,
     holdings: [
       {

libs/ui/src/lib/portfolio-filter-form/portfolio-filter-form.component.ts

@@ -25,7 +25,6 @@ import {
   NG_VALUE_ACCESSOR,
   ReactiveFormsModule
 } from '@angular/forms';
-import { MatButtonModule } from '@angular/material/button';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatSelectModule } from '@angular/material/select';
 import { Subject, takeUntil } from 'rxjs';
@@ -39,7 +38,6 @@ import { PortfolioFilterFormValue } from './interfaces';
     FormsModule,
     GfEntityLogoComponent,
     GfSymbolPipe,
-    MatButtonModule,
     MatFormFieldModule,
     MatSelectModule,
     ReactiveFormsModule