Merge remote-tracking branch 'upstream/main' into refactor/portfolio-filter-component

CHANGELOG.md

@@ -7,16 +7,27 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added support for a date range query parameter in the data gathering endpoint
+- Added a _Storybook_ story for the activities table component
+
+## 2.206.0 - 2025-10-04
+
 ### Changed
 
+- Localized the number formatting in the settings dialog to customize the rule thresholds of the _X-ray_ page
+- Improved the usability of the assistant by preselecting the first search result
 - Improved the usability of the _Cancel_ / _Close_ buttons in the create watchlist item dialog
 - Refactored the `fireWealth` from `number` type to a structured object in the summary of the portfolio details endpoint
 - Refactored the _Open Startup_ (`/open`) page to standalone
+- Refactored the file drop directive to standalone
 - Refactored the symbol pipe to standalone
 
 ### Fixed
 
 - Handled an exception in the get asset profile functionality of the _Financial Modeling Prep_ service
+- Added the missing `CommonModule` import in the import activities dialog
 
 ## 2.205.0 - 2025-10-01
 

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

@@ -6,6 +6,7 @@ import { ManualService } from '@ghostfolio/api/services/data-provider/manual/man
 import { DemoService } from '@ghostfolio/api/services/demo/demo.service';
 import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
+import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
 import {
   DATA_GATHERING_QUEUE_PRIORITY_HIGH,
   DATA_GATHERING_QUEUE_PRIORITY_MEDIUM,
@@ -22,6 +23,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type {
+  DateRange,
   MarketDataPreset,
   RequestWithUser
 } from '@ghostfolio/common/types';
@@ -161,9 +163,21 @@ export class AdminController {
   @HasPermission(permissions.accessAdminControl)
   public async gatherSymbol(
     @Param('dataSource') dataSource: DataSource,
-    @Param('symbol') symbol: string
+    @Param('symbol') symbol: string,
+    @Query('range') dateRange: DateRange
   ): Promise<void> {
-    this.dataGatheringService.gatherSymbol({ dataSource, symbol });
+    let date: Date;
+
+    if (dateRange) {
+      const { startDate } = getIntervalFromDateRange(dateRange, new Date());
+      date = startDate;
+    }
+
+    this.dataGatheringService.gatherSymbol({
+      dataSource,
+      date,
+      symbol
+    });
 
     return;
   }

apps/api/src/services/queues/data-gathering/data-gathering.service.ts

@@ -94,17 +94,21 @@ export class DataGatheringService {
     });
   }
 
-  public async gatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
+  public async gatherSymbol({ dataSource, date, symbol }: IDataGatheringItem) {
     await this.marketDataService.deleteMany({ dataSource, symbol });
 
-    const dataGatheringItems = (await this.getSymbolsMax()).filter(
-      (dataGatheringItem) => {
+    const dataGatheringItems = (await this.getSymbolsMax())
+      .filter((dataGatheringItem) => {
         return (
           dataGatheringItem.dataSource === dataSource &&
           dataGatheringItem.symbol === symbol
         );
-      }
-    );
+      })
+      .map((item) => ({
+        ...item,
+        date: date ?? item.date
+      }));
+
     await this.gatherSymbols({
       dataGatheringItems,
       priority: DATA_GATHERING_QUEUE_PRIORITY_HIGH

apps/client/src/app/components/rule/rule-settings-dialog/interfaces/interfaces.ts

@@ -5,6 +5,7 @@ import {
 
 export interface IRuleSettingsDialogParams {
   categoryName: string;
+  locale: string;
   rule: PortfolioReportRule;
   settings: XRayRulesSettings['AccountClusterRiskCurrentInvestment'];
 }

apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.component.ts

@@ -1,4 +1,5 @@
 import { XRayRulesSettings } from '@ghostfolio/common/interfaces';
+import { GfValueComponent } from '@ghostfolio/ui/value';
 
 import { CommonModule } from '@angular/common';
 import { Component, Inject } from '@angular/core';
@@ -17,6 +18,7 @@ import { IRuleSettingsDialogParams } from './interfaces/interfaces';
   imports: [
     CommonModule,
     FormsModule,
+    GfValueComponent,
     MatButtonModule,
     MatDialogModule,
     MatSliderModule

apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html

@@ -5,28 +5,30 @@
     data.rule.configuration.thresholdMin && data.rule.configuration.thresholdMax
   ) {
     <div class="w-100">
-      <h6 class="mb-0">
+      <h6 class="d-flex mb-0">
         <ng-container i18n>Threshold range</ng-container>:
-        @if (data.rule.configuration.threshold.unit === '%') {
-          {{ data.settings.thresholdMin | percent: '1.2-2' }}
-        } @else {
-          {{ data.settings.thresholdMin }}
-        }
-        -
-        @if (data.rule.configuration.threshold.unit === '%') {
-          {{ data.settings.thresholdMax | percent: '1.2-2' }}
-        } @else {
-          {{ data.settings.thresholdMax }}
-        }
+        <gf-value
+          class="ml-1"
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.settings.thresholdMin"
+        />
+        <span class="mx-1">-</span>
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.settings.thresholdMax"
+        />
       </h6>
       <div class="align-items-center d-flex w-100">
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.min | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.min }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.min"
+        />
         <mat-slider
           class="flex-grow-1"
           [max]="data.rule.configuration.threshold.max"
@@ -36,13 +38,12 @@
           <input matSliderStartThumb [(ngModel)]="data.settings.thresholdMin" />
           <input matSliderEndThumb [(ngModel)]="data.settings.thresholdMax" />
         </mat-slider>
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.max | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.max }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.max"
+        />
       </div>
     </div>
   } @else {
@@ -50,22 +51,23 @@
       class="w-100"
       [ngClass]="{ 'd-none': !data.rule.configuration.thresholdMin }"
     >
-      <h6 class="mb-0">
+      <h6 class="d-flex mb-0">
         <ng-container i18n>Threshold Min</ng-container>:
-        @if (data.rule.configuration.threshold.unit === '%') {
-          {{ data.settings.thresholdMin | percent: '1.2-2' }}
-        } @else {
-          {{ data.settings.thresholdMin }}
-        }
+        <gf-value
+          class="ml-1"
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.settings.thresholdMin"
+        />
       </h6>
       <div class="align-items-center d-flex w-100">
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.min | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.min }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.min"
+        />
         <mat-slider
           class="flex-grow-1"
           name="thresholdMin"
@@ -75,35 +77,35 @@
         >
           <input matSliderThumb [(ngModel)]="data.settings.thresholdMin" />
         </mat-slider>
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.max | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.max }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.max"
+        />
       </div>
     </div>
     <div
       class="w-100"
       [ngClass]="{ 'd-none': !data.rule.configuration.thresholdMax }"
     >
-      <h6 class="mb-0">
+      <h6 class="d-flex mb-0">
         <ng-container i18n>Threshold Max</ng-container>:
-        @if (data.rule.configuration.threshold.unit === '%') {
-          {{ data.settings.thresholdMax | percent: '1.2-2' }}
-        } @else {
-          {{ data.settings.thresholdMax }}
-        }
+        <gf-value
+          class="ml-1"
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.settings.thresholdMax"
+        />
       </h6>
       <div class="align-items-center d-flex w-100">
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.min | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.min }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.min"
+        />
         <mat-slider
           class="flex-grow-1"
           name="thresholdMax"
@@ -113,13 +115,12 @@
         >
           <input matSliderThumb [(ngModel)]="data.settings.thresholdMax" />
         </mat-slider>
-        @if (data.rule.configuration.threshold.unit === '%') {
-          <label>{{
-            data.rule.configuration.threshold.max | percent: '1.2-2'
-          }}</label>
-        } @else {
-          <label>{{ data.rule.configuration.threshold.max }}</label>
-        }
+        <gf-value
+          [isPercent]="data.rule.configuration.threshold.unit === '%'"
+          [locale]="data.locale"
+          [precision]="2"
+          [value]="data.rule.configuration.threshold.max"
+        />
       </div>
     </div>
   }

apps/client/src/app/directives/file-drop/file-drop.directive.ts

@@ -1,10 +1,9 @@
 import { Directive, EventEmitter, HostListener, Output } from '@angular/core';
 
 @Directive({
-  selector: '[gfFileDrop]',
-  standalone: false
+  selector: '[gfFileDrop]'
 })
-export class FileDropDirective {
+export class GfFileDropDirective {
   @Output() filesDropped = new EventEmitter<FileList>();
 
   @HostListener('dragenter', ['$event']) onDragEnter(event: DragEvent) {

apps/client/src/app/directives/file-drop/file-drop.module.ts

@@ -1,9 +0,0 @@
-import { NgModule } from '@angular/core';
-
-import { FileDropDirective } from './file-drop.directive';
-
-@NgModule({
-  declarations: [FileDropDirective],
-  exports: [FileDropDirective]
-})
-export class GfFileDropModule {}

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@@ -4,7 +4,7 @@ import { CreateAssetProfileWithMarketDataDto } from '@ghostfolio/api/app/import/
 import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
 import { GfDialogFooterComponent } from '@ghostfolio/client/components/dialog-footer/dialog-footer.component';
 import { GfDialogHeaderComponent } from '@ghostfolio/client/components/dialog-header/dialog-header.component';
-import { GfFileDropModule } from '@ghostfolio/client/directives/file-drop/file-drop.module';
+import { GfFileDropDirective } from '@ghostfolio/client/directives/file-drop/file-drop.directive';
 import { GfSymbolPipe } from '@ghostfolio/client/pipes/symbol/symbol.pipe';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
@@ -15,6 +15,7 @@ import {
   StepperOrientation,
   StepperSelectionEvent
 } from '@angular/cdk/stepper';
+import { CommonModule } from '@angular/common';
 import {
   ChangeDetectionStrategy,
   ChangeDetectorRef,
@@ -59,10 +60,11 @@ import { ImportActivitiesDialogParams } from './interfaces/interfaces';
   changeDetection: ChangeDetectionStrategy.OnPush,
   host: { class: 'd-flex flex-column h-100' },
   imports: [
+    CommonModule,
     GfActivitiesTableComponent,
     GfDialogFooterComponent,
     GfDialogHeaderComponent,
-    GfFileDropModule,
+    GfFileDropDirective,
     GfSymbolPipe,
     IonIcon,
     MatButtonModule,

libs/ui/src/lib/activities-table/activities-table.component.stories.ts

@@ -0,0 +1,471 @@
+import { Activity } from '@ghostfolio/api/app/order/interfaces/activities.interface';
+import { GfSymbolPipe } from '@ghostfolio/client/pipes/symbol/symbol.pipe';
+
+import { CommonModule } from '@angular/common';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCheckboxModule } from '@angular/material/checkbox';
+import { MatMenuModule } from '@angular/material/menu';
+import { MatPaginatorModule } from '@angular/material/paginator';
+import { MatSortModule } from '@angular/material/sort';
+import { MatTableDataSource, MatTableModule } from '@angular/material/table';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { RouterModule } from '@angular/router';
+import { IonIcon } from '@ionic/angular/standalone';
+import { moduleMetadata } from '@storybook/angular';
+import type { Meta, StoryObj } from '@storybook/angular';
+import { NotificationService } from 'apps/client/src/app/core/notification/notification.service';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { GfActivityTypeComponent } from '../activity-type/activity-type.component';
+import { GfEntityLogoComponent } from '../entity-logo';
+import { GfNoTransactionsInfoComponent } from '../no-transactions-info/no-transactions-info.component';
+import { GfValueComponent } from '../value';
+import { GfActivitiesTableComponent } from './activities-table.component';
+
+const activities: Activity[] = [
+  {
+    accountId: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+    accountUserId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    comment: null,
+    createdAt: new Date('2025-04-09T13:47:33.133Z'),
+    currency: 'USD',
+    date: new Date('2025-04-09T13:45:45.504Z'),
+    fee: 1,
+    id: 'a76968ff-80a4-4453-81ed-c3627dea3919',
+    isDraft: false,
+    quantity: 115,
+    symbolProfileId: '21746431-d612-4298-911c-3099b2a43003',
+    type: 'BUY',
+    unitPrice: 103.543,
+    updatedAt: new Date('2025-05-31T18:43:01.840Z'),
+    userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    account: {
+      balance: 150.2,
+      comment: null,
+      createdAt: new Date('2025-05-31T13:00:13.940Z'),
+      currency: 'USD',
+      id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+      isExcluded: false,
+      name: 'Trading Account',
+      platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+      updatedAt: new Date('2025-06-01T06:53:10.569Z'),
+      userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+      platform: {
+        id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+        name: 'Interactive Brokers',
+        url: 'https://interactivebrokers.com'
+      }
+    },
+    SymbolProfile: {
+      assetClass: 'EQUITY',
+      assetSubClass: 'ETF',
+      comment: null,
+      countries: [],
+      createdAt: new Date('2021-06-06T16:12:20.982Z'),
+      currency: 'USD',
+      cusip: '922042742',
+      dataSource: 'YAHOO',
+      figi: 'BBG000GM5FZ6',
+      figiComposite: 'BBG000GM5FZ6',
+      figiShareClass: 'BBG001T2YZG9',
+      holdings: [],
+      id: '21746431-d612-4298-911c-3099b2a43003',
+      isActive: true,
+      isin: 'US9220427424',
+      name: 'Vanguard Total World Stock Index Fund ETF Shares',
+      updatedAt: new Date('2025-10-01T20:09:39.500Z'),
+      scraperConfiguration: null,
+      sectors: [],
+      symbol: 'VT',
+      symbolMapping: {},
+      url: 'https://www.vanguard.com',
+      userId: null,
+      activitiesCount: 267,
+      dateOfFirstActivity: new Date('2018-05-31T16:00:00.000Z')
+    },
+    tags: [],
+    feeInAssetProfileCurrency: 1,
+    feeInBaseCurrency: 1,
+    unitPriceInAssetProfileCurrency: 103.543,
+    value: 11907.445,
+    valueInBaseCurrency: 11907.445
+  },
+  {
+    accountId: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+    accountUserId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    comment: null,
+    createdAt: new Date('2024-08-07T13:40:39.103Z'),
+    currency: 'USD',
+    date: new Date('2024-08-07T13:38:06.289Z'),
+    fee: 2.97,
+    id: '0c2f4fbf-6edc-4adc-8f83-abf8148500ec',
+    isDraft: false,
+    quantity: 105,
+    symbolProfileId: '21746431-d612-4298-911c-3099b2a43003',
+    type: 'BUY',
+    unitPrice: 110.24,
+    updatedAt: new Date('2025-05-31T18:46:14.175Z'),
+    userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    account: {
+      balance: 150.2,
+      comment: null,
+      createdAt: new Date('2025-05-31T13:00:13.940Z'),
+      currency: 'USD',
+      id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+      isExcluded: false,
+      name: 'Trading Account',
+      platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+      updatedAt: new Date('2025-06-01T06:53:10.569Z'),
+      userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+      platform: {
+        id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+        name: 'Interactive Brokers',
+        url: 'https://interactivebrokers.com'
+      }
+    },
+    SymbolProfile: {
+      assetClass: 'EQUITY',
+      assetSubClass: 'ETF',
+      comment: null,
+      countries: [],
+      createdAt: new Date('2021-06-06T16:12:20.982Z'),
+      currency: 'USD',
+      cusip: '922042742',
+      dataSource: 'YAHOO',
+      figi: 'BBG000GM5FZ6',
+      figiComposite: 'BBG000GM5FZ6',
+      figiShareClass: 'BBG001T2YZG9',
+      holdings: [],
+      id: '21746431-d612-4298-911c-3099b2a43003',
+      isActive: true,
+      isin: 'US9220427424',
+      name: 'Vanguard Total World Stock Index Fund ETF Shares',
+      updatedAt: new Date('2025-10-01T20:09:39.500Z'),
+      scraperConfiguration: null,
+      sectors: [],
+      symbol: 'VT',
+      symbolMapping: {},
+      url: 'https://www.vanguard.com',
+      userId: null,
+      activitiesCount: 267,
+      dateOfFirstActivity: new Date('2018-05-31T16:00:00.000Z')
+    },
+    tags: [],
+    feeInAssetProfileCurrency: 2.97,
+    feeInBaseCurrency: 2.97,
+    unitPriceInAssetProfileCurrency: 110.24,
+    value: 11575.2,
+    valueInBaseCurrency: 11575.2
+  },
+  {
+    accountId: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+    accountUserId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    comment: null,
+    createdAt: new Date('2024-03-12T15:15:21.217Z'),
+    currency: 'USD',
+    date: new Date('2024-03-12T15:14:38.597Z'),
+    fee: 45.29,
+    id: 'bfc92677-faf4-4d4f-9762-e0ec056525c2',
+    isDraft: false,
+    quantity: 167,
+    symbolProfileId: '888d4123-db9a-42f3-9775-01b1ae6f9092',
+    type: 'BUY',
+    unitPrice: 41.0596,
+    updatedAt: new Date('2025-05-31T18:49:54.064Z'),
+    userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    account: {
+      balance: 150.2,
+      comment: null,
+      createdAt: new Date('2025-05-31T13:00:13.940Z'),
+      currency: 'USD',
+      id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+      isExcluded: false,
+      name: 'Trading Account',
+      platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+      updatedAt: new Date('2025-06-01T06:53:10.569Z'),
+      userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+      platform: {
+        id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+        name: 'Interactive Brokers',
+        url: 'https://interactivebrokers.com'
+      }
+    },
+    SymbolProfile: {
+      assetClass: 'LIQUIDITY',
+      assetSubClass: 'CRYPTOCURRENCY',
+      comment: null,
+      countries: [],
+      createdAt: new Date('2024-03-12T15:15:21.217Z'),
+      currency: 'USD',
+      cusip: '463918102',
+      dataSource: 'YAHOO',
+      figi: 'BBG01KYQ6PV3',
+      figiComposite: 'BBG01KYQ6PV3',
+      figiShareClass: 'BBG01KYQ6QS5',
+      holdings: [],
+      id: '888d4123-db9a-42f3-9775-01b1ae6f9092',
+      isActive: true,
+      isin: 'CA4639181029',
+      name: 'iShares Bitcoin Trust',
+      updatedAt: new Date('2025-09-29T03:14:07.742Z'),
+      scraperConfiguration: null,
+      sectors: [],
+      symbol: 'IBIT',
+      symbolMapping: {},
+      url: 'https://www.ishares.com',
+      userId: null,
+      activitiesCount: 6,
+      dateOfFirstActivity: new Date('2024-01-01T08:00:00.000Z')
+    },
+    tags: [],
+    feeInAssetProfileCurrency: 45.29,
+    feeInBaseCurrency: 45.29,
+    unitPriceInAssetProfileCurrency: 41.0596,
+    value: 6856.9532,
+    valueInBaseCurrency: 6856.9532
+  },
+  {
+    accountId: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+    accountUserId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    comment: null,
+    createdAt: new Date('2024-02-23T15:53:46.907Z'),
+    currency: 'USD',
+    date: new Date('2024-02-23T15:53:15.745Z'),
+    fee: 3,
+    id: '7c9ceb54-acb1-4850-bfb1-adb41c29fd6a',
+    isDraft: false,
+    quantity: 81,
+    symbolProfileId: '36effe43-7cb4-4e8b-b7ac-03ff65702cb9',
+    type: 'BUY',
+    unitPrice: 67.995,
+    updatedAt: new Date('2025-05-31T18:48:48.209Z'),
+    userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    account: {
+      balance: 150.2,
+      comment: null,
+      createdAt: new Date('2025-05-31T13:00:13.940Z'),
+      currency: 'USD',
+      id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+      isExcluded: false,
+      name: 'Trading Account',
+      platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+      updatedAt: new Date('2025-06-01T06:53:10.569Z'),
+      userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+      platform: {
+        id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+        name: 'Interactive Brokers',
+        url: 'https://interactivebrokers.com'
+      }
+    },
+    SymbolProfile: {
+      assetClass: 'FIXED_INCOME',
+      assetSubClass: 'BOND',
+      comment: 'No data',
+      countries: [],
+      createdAt: new Date('2022-04-13T20:05:47.301Z'),
+      currency: 'USD',
+      cusip: '92206C565',
+      dataSource: 'YAHOO',
+      figi: 'BBG00LWSF7T3',
+      figiComposite: 'BBG00LWSF7T3',
+      figiShareClass: 'BBG00LWSF8K0',
+      holdings: [],
+      id: '36effe43-7cb4-4e8b-b7ac-03ff65702cb9',
+      isActive: true,
+      isin: 'US92206C5655',
+      name: 'Vanguard Total World Bond ETF',
+      updatedAt: new Date('2025-10-02T06:02:56.314Z'),
+
+      sectors: [],
+      symbol: 'BNDW',
+      symbolMapping: {},
+      url: 'https://vanguard.com',
+      userId: null,
+      activitiesCount: 38,
+      dateOfFirstActivity: new Date('2022-04-13T20:05:48.742Z')
+    },
+    tags: [],
+    feeInAssetProfileCurrency: 3,
+    feeInBaseCurrency: 3,
+    unitPriceInAssetProfileCurrency: 67.995,
+    value: 5507.595,
+    valueInBaseCurrency: 5507.595
+  },
+  {
+    accountId: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+    accountUserId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    comment: null,
+    createdAt: new Date('2023-01-11T14:35:22.325Z'),
+    currency: 'USD',
+    date: new Date('2023-01-11T14:34:55.174Z'),
+    fee: 7.38,
+    id: '3fe87b3f-78de-407a-bc02-4189b221051f',
+    isDraft: false,
+    quantity: 55,
+    symbolProfileId: '21746431-d612-4298-911c-3099b2a43003',
+    type: 'BUY',
+    unitPrice: 89.48,
+    updatedAt: new Date('2025-05-31T18:46:44.616Z'),
+    userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+    account: {
+      balance: 150.2,
+      comment: null,
+      createdAt: new Date('2025-05-31T13:00:13.940Z'),
+      currency: 'USD',
+      id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
+      isExcluded: false,
+      name: 'Trading Account',
+      platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+      updatedAt: new Date('2025-06-01T06:53:10.569Z'),
+      userId: '081aa387-487d-4438-83a4-3060eb2a016e',
+      platform: {
+        id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
+        name: 'Interactive Brokers',
+        url: 'https://interactivebrokers.com'
+      }
+    },
+    SymbolProfile: {
+      assetClass: 'EQUITY',
+      assetSubClass: 'ETF',
+      comment: null,
+      countries: [],
+      createdAt: new Date('2021-06-06T16:12:20.982Z'),
+      currency: 'USD',
+      cusip: '922042742',
+      dataSource: 'YAHOO',
+      figi: 'BBG000GM5FZ6',
+      figiComposite: 'BBG000GM5FZ6',
+      figiShareClass: 'BBG001T2YZG9',
+      holdings: [],
+      id: '21746431-d612-4298-911c-3099b2a43003',
+      isActive: true,
+      isin: 'US9220427424',
+      name: 'Vanguard Total World Stock Index Fund ETF Shares',
+      updatedAt: new Date('2025-10-01T20:09:39.500Z'),
+      scraperConfiguration: null,
+      sectors: [],
+      symbol: 'VT',
+      symbolMapping: {},
+      url: 'https://www.vanguard.com',
+      userId: null,
+      activitiesCount: 267,
+      dateOfFirstActivity: new Date('2018-05-31T16:00:00.000Z')
+    },
+    tags: [],
+    feeInAssetProfileCurrency: 7.38,
+    feeInBaseCurrency: 7.38,
+    unitPriceInAssetProfileCurrency: 89.48,
+    value: 4921.4,
+    valueInBaseCurrency: 4921.4
+  }
+];
+
+const dataSource = new MatTableDataSource<Activity>(activities);
+
+export default {
+  title: 'Activities Table',
+  component: GfActivitiesTableComponent,
+  decorators: [
+    moduleMetadata({
+      imports: [
+        CommonModule,
+        GfActivityTypeComponent,
+        GfEntityLogoComponent,
+        GfNoTransactionsInfoComponent,
+        GfSymbolPipe,
+        GfValueComponent,
+        IonIcon,
+        MatButtonModule,
+        MatCheckboxModule,
+        MatMenuModule,
+        MatPaginatorModule,
+        MatSortModule,
+        MatTableModule,
+        MatTooltipModule,
+        NgxSkeletonLoaderModule,
+        RouterModule.forChild([])
+      ],
+      providers: [NotificationService]
+    })
+  ]
+} as Meta<GfActivitiesTableComponent>;
+
+type Story = StoryObj<GfActivitiesTableComponent>;
+
+export const Loading: Story = {
+  args: {
+    baseCurrency: 'USD',
+    dataSource: undefined,
+    deviceType: 'desktop',
+    hasActivities: true,
+    hasPermissionToCreateActivity: false,
+    hasPermissionToDeleteActivity: false,
+    hasPermissionToExportActivities: false,
+    hasPermissionToOpenDetails: false,
+    locale: 'en-US',
+    pageIndex: 0,
+    pageSize: 10,
+    showAccountColumn: true,
+    showActions: false,
+    showCheckbox: false,
+    showNameColumn: true,
+    sortColumn: 'date',
+    sortDirection: 'desc',
+    sortDisabled: false,
+    totalItems: 0
+  }
+};
+
+export const Default: Story = {
+  args: {
+    baseCurrency: 'USD',
+    dataSource,
+    deviceType: 'desktop',
+    hasActivities: true,
+    hasPermissionToCreateActivity: false,
+    hasPermissionToDeleteActivity: false,
+    hasPermissionToExportActivities: false,
+    hasPermissionToOpenDetails: false,
+    locale: 'en-US',
+    pageIndex: 0,
+    pageSize: 10,
+    showAccountColumn: true,
+    showActions: false,
+    showCheckbox: false,
+    showNameColumn: true,
+    sortColumn: 'date',
+    sortDirection: 'desc',
+    sortDisabled: false,
+    totalItems: activities.length
+  }
+};
+
+export const Pagination: Story = {
+  args: {
+    baseCurrency: 'USD',
+    dataSource: new MatTableDataSource<Activity>(
+      Array.from({ length: 50 }).map((_, i) => ({
+        ...(activities[i % activities.length] as Activity),
+        date: new Date(2025, 5, (i % 28) + 1),
+        id: `${i}`
+      }))
+    ),
+    deviceType: 'desktop',
+    hasActivities: true,
+    hasPermissionToCreateActivity: false,
+    hasPermissionToDeleteActivity: false,
+    hasPermissionToExportActivities: false,
+    hasPermissionToOpenDetails: false,
+    locale: 'en-US',
+    pageIndex: 0,
+    pageSize: 10,
+    showAccountColumn: true,
+    showActions: false,
+    showCheckbox: false,
+    showNameColumn: true,
+    sortColumn: 'date',
+    sortDirection: 'desc',
+    sortDisabled: false,
+    totalItems: 50
+  }
+};

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

@@ -168,6 +168,8 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   };
   public tags: Filter[] = [];
 
+  private readonly PRESELECTION_DELAY = 100;
+
   private filterTypes: Filter['type'][] = [
     'ACCOUNT',
     'ASSET_CLASS',
@@ -175,7 +177,9 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     'SYMBOL',
     'TAG'
   ];
+
   private keyManager: FocusKeyManager<GfAssistantListItemComponent>;
+  private preselectionTimeout: ReturnType<typeof setTimeout>;
   private unsubscribeSubject = new Subject<void>();
 
   public constructor(
@@ -342,6 +346,9 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       .subscribe({
         next: (searchResults) => {
           this.searchResults = searchResults;
+
+          this.preselectFirstItem();
+
           this.changeDetectorRef.markForCheck();
         },
         error: (error) => {
@@ -597,6 +604,10 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   public ngOnDestroy() {
+    if (this.preselectionTimeout) {
+      clearTimeout(this.preselectionTimeout);
+    }
+
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
@@ -607,6 +618,58 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     });
   }
 
+  private getFirstSearchResultItem() {
+    if (this.searchResults.quickLinks?.length > 0) {
+      return this.searchResults.quickLinks[0];
+    }
+
+    if (this.searchResults.accounts?.length > 0) {
+      return this.searchResults.accounts[0];
+    }
+
+    if (this.searchResults.holdings?.length > 0) {
+      return this.searchResults.holdings[0];
+    }
+
+    if (this.searchResults.assetProfiles?.length > 0) {
+      return this.searchResults.assetProfiles[0];
+    }
+
+    return null;
+  }
+
+  private preselectFirstItem() {
+    if (this.preselectionTimeout) {
+      clearTimeout(this.preselectionTimeout);
+    }
+
+    this.preselectionTimeout = setTimeout(() => {
+      if (!this.isOpen || !this.searchFormControl.value) {
+        return;
+      }
+
+      const firstItem = this.getFirstSearchResultItem();
+
+      if (!firstItem) {
+        return;
+      }
+
+      for (const item of this.assistantListItems) {
+        item.removeFocus();
+      }
+
+      this.keyManager.setFirstItemActive();
+
+      const currentFocusedItem = this.getCurrentAssistantListItem();
+
+      if (currentFocusedItem) {
+        currentFocusedItem.focus();
+      }
+
+      this.changeDetectorRef.markForCheck();
+    }, this.PRESELECTION_DELAY);
+  }
+
   private searchAccounts(aSearchTerm: string): Observable<ISearchResultItem[]> {
     return this.dataService
       .fetchAccounts({

libs/ui/src/lib/holdings-table/holdings-table.component.ts

@@ -1,4 +1,3 @@
-import { GfSymbolPipe } from '@ghostfolio/client/pipes/symbol/symbol.pipe';
 import { getLocale } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
@@ -34,7 +33,6 @@ import { GfValueComponent } from '../value/value.component';
   imports: [
     CommonModule,
     GfEntityLogoComponent,
-    GfSymbolPipe,
     GfValueComponent,
     MatButtonModule,
     MatDialogModule,

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "2.205.0",
+  "version": "2.206.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "2.205.0",
+      "version": "2.206.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.205.0",
+  "version": "2.206.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",