Resolve review comments

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

@@ -79,10 +79,10 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string,
     @Query('dataSource') filterByDataSource?: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('symbol') filterBySymbol?: string,
+    @Query('tags') filterByTags?: string,
     @Query('withMarkets') withMarketsParam = 'false'
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     const withMarkets = withMarketsParam === 'true';
@@ -97,9 +97,9 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
-      filterByTags,
       filterByDataSource,
-      filterBySymbol
+      filterBySymbol,
+      filterByTags
     });
 
     const {
@@ -297,18 +297,18 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('groupBy') groupBy?: GroupBy,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string,
+    @Query('symbol') filterBySymbol?: string,
-    @Query('dataSource') filterByDataSource?: string,
+    @Query('tags') filterByTags?: string
-    @Query('symbol') filterBySymbol?: string
   ): Promise<PortfolioDividends> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
-      filterByTags,
       filterByDataSource,
-      filterBySymbol
+      filterBySymbol,
+      filterByTags
     });
 
     const impersonationUserId =
@@ -369,21 +369,21 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('holdingType') filterByHoldingType?: string,
     @Query('query') filterBySearchQuery?: string,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string,
+    @Query('symbol') filterBySymbol?: string,
-    @Query('dataSource') filterByDataSource?: string,
+    @Query('tags') filterByTags?: string
-    @Query('symbol') filterBySymbol?: string
   ): Promise<PortfolioHoldingsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
       filterByHoldingType,
       filterBySearchQuery,
-      filterByTags,
+      filterBySymbol,
-      filterByDataSource,
+      filterByTags
-      filterBySymbol
     });
 
     const { holdings } = await this.portfolioService.getDetails({
@@ -402,18 +402,18 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('groupBy') groupBy?: GroupBy,
     @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string,
+    @Query('symbol') filterBySymbol?: string,
-    @Query('dataSource') filterByDataSource?: string,
+    @Query('tags') filterByTags?: string
-    @Query('symbol') filterBySymbol?: string
   ): Promise<PortfolioInvestments> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
-      filterByTags,
       filterByDataSource,
-      filterBySymbol
+      filterBySymbol,
+      filterByTags
     });
 
     let { investments, streaks } = await this.portfolioService.getInvestments({
@@ -473,10 +473,10 @@ export class PortfolioController {
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('range') dateRange: DateRange = 'max',
-    @Query('tags') filterByTags?: string,
     @Query('dataSource') filterByDataSource?: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('symbol') filterBySymbol?: string,
+    @Query('tags') filterByTags?: string,
     @Query('withExcludedAccounts') withExcludedAccountsParam = 'false'
   ): Promise<PortfolioPerformanceResponse> {
     const withExcludedAccounts = withExcludedAccountsParam === 'true';
@@ -484,9 +484,9 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
-      filterByTags,
       filterByDataSource,
-      filterBySymbol
+      filterBySymbol,
+      filterByTags
     });
 
     const performanceInformation = await this.portfolioService.getPerformance({

apps/api/src/app/user/update-user-setting.dto.ts

@@ -64,17 +64,17 @@ export class UpdateUserSettingDto {
   @IsOptional()
   'filters.assetClasses'?: string[];
 
-  @IsArray()
+  @IsString()
   @IsOptional()
-  'filters.tags'?: string[];
+  'filters.dataSource'?: string;
 
-  @IsArray()
+  @IsString()
   @IsOptional()
-  'filters.dataSource'?: string[];
+  'filters.symbol'?: string;
 
   @IsArray()
   @IsOptional()
-  'filters.symbol'?: string[];
+  'filters.tags'?: string[];
 
   @IsIn(['CHART', 'TABLE'] as HoldingsViewMode[])
   @IsOptional()

apps/client/src/app/components/header/header.component.ts

@@ -175,21 +175,17 @@ export class HeaderComponent implements OnChanges {
     const userSetting: UpdateUserSettingDto = {};
 
     for (const filter of filters) {
-      let filtersType: string;
-
       if (filter.type === 'ACCOUNT') {
-        filtersType = 'accounts';
+        userSetting[`filters.accounts`] = filter.id ? [filter.id] : null;
       } else if (filter.type === 'ASSET_CLASS') {
-        filtersType = 'assetClasses';
+        userSetting[`filters.assetClasses`] = filter.id ? [filter.id] : null;
-      } else if (filter.type === 'TAG') {
-        filtersType = 'tags';
       } else if (filter.type === 'DATA_SOURCE') {
-        filtersType = 'dataSource';
+        userSetting[`filters.dataSource`] = filter.id ? filter.id : null;
       } else if (filter.type === 'SYMBOL') {
-        filtersType = 'symbol';
+        userSetting[`filters.symbol`] = filter.id ? filter.id : null;
+      } else if (filter.type === 'TAG') {
+        userSetting[`filters.tags`] = filter.id ? [filter.id] : null;
       }
-
-      userSetting[`filters.${filtersType}`] = filter.id ? [filter.id] : null;
     }
 
     this.dataService

apps/client/src/app/services/user/user.service.ts

@@ -74,14 +74,14 @@ export class UserService extends ObservableStore<UserStoreState> {
 
     if (user?.settings['filters.dataSource']) {
       filters.push({
-        id: user.settings['filters.dataSource'][0],
+        id: user.settings['filters.dataSource'],
         type: 'DATA_SOURCE'
       });
     }
 
     if (user?.settings['filters.symbol']) {
       filters.push({
-        id: user.settings['filters.symbol'][0],
+        id: user.settings['filters.symbol'],
         type: 'SYMBOL'
       });
     }

libs/common/src/lib/interfaces/user-settings.interface.ts

@@ -15,8 +15,8 @@ export interface UserSettings {
   emergencyFund?: number;
   'filters.accounts'?: string[];
   'filters.tags'?: string[];
-  'filters.dataSource'?: string[];
+  'filters.dataSource'?: string;
-  'filters.symbol'?: string[];
+  'filters.symbol'?: string;
   holdingsViewMode?: HoldingsViewMode;
   isExperimentalFeatures?: boolean;
   isRestrictedView?: boolean;

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

@@ -63,13 +63,13 @@ import {
     FormsModule,
     GfAssetProfileIconComponent,
     GfAssistantListItemComponent,
+    GfSymbolModule,
     MatButtonModule,
     MatFormFieldModule,
     MatSelectModule,
     NgxSkeletonLoaderModule,
     ReactiveFormsModule,
-    RouterModule,
+    RouterModule
-    GfSymbolModule
   ],
   schemas: [CUSTOM_ELEMENTS_SCHEMA],
   selector: 'gf-assistant',
@@ -135,8 +135,8 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   public filterForm = this.formBuilder.group({
     account: new FormControl<string>(undefined),
     assetClass: new FormControl<string>(undefined),
-    tag: new FormControl<string>(undefined),
+    holdings: new FormControl<PortfolioPosition>(undefined),
-    holdings: new FormControl<PortfolioPosition>(undefined)
+    tag: new FormControl<string>(undefined)
   });
   public isLoading = false;
   public isOpen = false;
@@ -147,14 +147,14 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     holdings: []
   };
   public tags: Filter[] = [];
-  public allPortfolioHoldings: PortfolioPosition[] = [];
+  public holdings: PortfolioPosition[] = [];
 
   private filterTypes: Filter['type'][] = [
     'ACCOUNT',
     'ASSET_CLASS',
-    'TAG',
     'DATA_SOURCE',
-    'SYMBOL'
+    'SYMBOL',
+    'TAG'
   ];
   private keyManager: FocusKeyManager<GfAssistantListItemComponent>;
   private unsubscribeSubject = new Subject<void>();
@@ -335,10 +335,6 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         id: this.filterForm.get('assetClass').value,
         type: 'ASSET_CLASS'
       },
-      {
-        id: this.filterForm.get('tag').value,
-        type: 'TAG'
-      },
       {
         id: this.filterForm.get('holdings').value?.dataSource,
         type: 'DATA_SOURCE'
@@ -346,6 +342,10 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       {
         id: this.filterForm.get('holdings').value?.symbol,
         type: 'SYMBOL'
+      },
+      {
+        id: this.filterForm.get('tag').value,
+        type: 'TAG'
       }
     ]);
 
@@ -499,7 +499,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ holdings }) => {
-        this.allPortfolioHoldings = sortBy(holdings, ({ name }) => {
+        this.holdings = sortBy(holdings, ({ name }) => {
           return name.toLowerCase();
         });
         this.setFormValues();
@@ -507,21 +507,20 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   }
 
   private setFormValues() {
-    const dataSource = this.user?.settings?.['filters.dataSource']?.[0] ?? null;
+    const dataSource = this.user?.settings?.['filters.dataSource'] ?? null;
-    const symbol = this.user?.settings?.['filters.symbol']?.[0] ?? null;
+    const symbol = this.user?.settings?.['filters.symbol'] ?? null;
-    const selectedHolding = this.allPortfolioHoldings.filter(
+    const selectedHolding = this.holdings.find(
-      (h) =>
+      (holding) =>
-        (h.dataSource ?? null) === dataSource && (h.symbol ?? null) === symbol
+        (holding.dataSource ?? null) === dataSource &&
+        (holding.symbol ?? null) === symbol
     );
 
-    const holding = selectedHolding[0] ?? null;
-
     this.filterForm.setValue(
       {
         account: this.user?.settings?.['filters.accounts']?.[0] ?? null,
         assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null,
-        tag: this.user?.settings?.['filters.tags']?.[0] ?? null,
+        holdings: selectedHolding ?? null,
-        holdings: holding
+        tag: this.user?.settings?.['filters.tags']?.[0] ?? null
       },
       {
         emitEvent: false

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

@@ -133,7 +133,7 @@
                 filterForm.get('holdings')?.value?.name
               }}</mat-select-trigger>
               <mat-option [value]="null" />
-              @for (holding of allPortfolioHoldings; track holding.name) {
+              @for (holding of holdings; track holding.name) {
                 <mat-option class="line-height-1" [value]="holding">
                   <span
                     ><b>{{ holding.name }}</b></span