Merge branch 'main' into xray-subpage

CHANGELOG.md

@@ -9,7 +9,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Extended the assistant by a holding selector
 - Separated the _FIRE_ / _X-ray_ page
+- Improved the language localization for Italian (`it`)
 
 ## 2.122.0 - 2024-11-07
 

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

@@ -74,12 +74,15 @@ export class PortfolioController {
   @Get('details')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: 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 }> {
@@ -95,6 +98,8 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -289,17 +294,22 @@ export class PortfolioController {
 
   @Get('dividends')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getDividends(
     @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('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDividends> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -356,21 +366,26 @@ export class PortfolioController {
   @Get('holdings')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getHoldings(
     @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('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioHoldingsResponse> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
       filterByHoldingType,
       filterBySearchQuery,
+      filterBySymbol,
       filterByTags
     });
 
@@ -386,17 +401,22 @@ export class PortfolioController {
 
   @Get('investments')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getInvestments(
     @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('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioInvestments> {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 
@@ -451,13 +471,16 @@ export class PortfolioController {
   @Get('performance')
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(PerformanceLoggingInterceptor)
+  @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   @Version('2')
   public async getPerformanceV2(
     @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
     @Query('range') dateRange: DateRange = 'max',
+    @Query('symbol') filterBySymbol?: string,
     @Query('tags') filterByTags?: string,
     @Query('withExcludedAccounts') withExcludedAccountsParam = 'false'
   ): Promise<PortfolioPerformanceResponse> {
@@ -466,6 +489,8 @@ export class PortfolioController {
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByAccounts,
       filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
       filterByTags
     });
 

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

@@ -64,6 +64,14 @@ export class UpdateUserSettingDto {
   @IsOptional()
   'filters.assetClasses'?: string[];
 
+  @IsString()
+  @IsOptional()
+  'filters.dataSource'?: string;
+
+  @IsString()
+  @IsOptional()
+  'filters.symbol'?: string;
+
   @IsArray()
   @IsOptional()
   'filters.tags'?: string[];

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

@@ -175,17 +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 === 'DATA_SOURCE') {
+        userSetting['filters.dataSource'] = filter.id ? filter.id : null;
+      } else if (filter.type === 'SYMBOL') {
+        userSetting['filters.symbol'] = filter.id ? filter.id : null;
       } else if (filter.type === 'TAG') {
-        filtersType = 'tags';
+        userSetting['filters.tags'] = filter.id ? [filter.id] : null;
       }
-
-      userSetting[`filters.${filtersType}`] = filter.id ? [filter.id] : null;
     }
 
     this.dataService

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

@@ -532,7 +532,7 @@ export class DataService {
   }: {
     filters?: Filter[];
     range?: DateRange;
-  }) {
+  } = {}) {
     let params = this.buildFiltersAsQueryParams({ filters });
 
     if (range) {

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

@@ -65,6 +65,20 @@ export class UserService extends ObservableStore<UserStoreState> {
       });
     }
 
+    if (user?.settings['filters.dataSource']) {
+      filters.push({
+        id: user.settings['filters.dataSource'],
+        type: 'DATA_SOURCE'
+      });
+    }
+
+    if (user?.settings['filters.symbol']) {
+      filters.push({
+        id: user.settings['filters.symbol'],
+        type: 'SYMBOL'
+      });
+    }
+
     if (user?.settings['filters.tags']) {
       filters.push({
         id: user.settings['filters.tags'][0],

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

@@ -2872,7 +2872,7 @@
       </trans-unit>
       <trans-unit id="82fe55446d3fad9db11eb79caaedf325587b9c0a" datatype="html">
         <source> Hello, <x id="INTERPOLATION" equiv-text="{{ publicPortfolioDetails?.alias ?? &apos;someone&apos; }}"/> has shared a <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portfolio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> with you! </source>
-        <target state="new">Salve, <x id="INTERPOLATION" equiv-text="{{ portfolioPublicDetails?.alias ?? &apos;someone&apos; }}"/> ha condiviso un <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portafoglio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> con te! </target>
+        <target state="translated">Salve, <x id="INTERPOLATION" equiv-text="{{ portfolioPublicDetails?.alias ?? &apos;someone&apos; }}"/> ha condiviso un <x id="START_TAG_STRONG" ctype="x-strong" equiv-text="&lt;strong&gt;"/>Portafoglio<x id="CLOSE_TAG_STRONG" ctype="x-strong" equiv-text="&lt;/strong&gt;"/> con te! </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">4</context>
@@ -5881,7 +5881,7 @@
       </trans-unit>
       <trans-unit id="50760c2140335b2324deaee120f40d9aa64b3238" datatype="html">
         <source>Currency Cluster Risks</source>
-        <target state="new">Currency Cluster Risks</target>
+        <target state="translated">Rischio di Concentrazione Valutario</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">141</context>
@@ -5889,7 +5889,7 @@
       </trans-unit>
       <trans-unit id="c7b797e5df289241021db16010efb6ac3c6cfb86" datatype="html">
         <source>Account Cluster Risks</source>
-        <target state="new">Account Cluster Risks</target>
+        <target state="translated">Rischi di Concentrazione dei Conti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">160</context>
@@ -6237,7 +6237,7 @@
       </trans-unit>
       <trans-unit id="97bad3b5e318e5c7c755cd99062f2973efcf17e5" datatype="html">
         <source>Restricted view</source>
-        <target state="new">Restricted view</target>
+        <target state="translated">Vista limitata</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/access-table/access-table.component.html</context>
           <context context-type="linenumber">26</context>
@@ -6357,7 +6357,7 @@
       </trans-unit>
       <trans-unit id="7451343426685730864" datatype="html">
         <source>WTD</source>
-        <target state="new">WTD</target>
+        <target state="translated">Settimana corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">212</context>
@@ -6373,7 +6373,7 @@
       </trans-unit>
       <trans-unit id="399380803601269035" datatype="html">
         <source>MTD</source>
-        <target state="new">MTD</target>
+        <target state="translated">Mese corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/assistant/assistant.component.ts</context>
           <context context-type="linenumber">216</context>
@@ -6597,7 +6597,7 @@
       </trans-unit>
       <trans-unit id="ebf471e68247ca2110cdc5c98538e2e2bbf6e56e" datatype="html">
         <source>{VAR_PLURAL, plural, =1 {activity} other {activities}}</source>
-        <target state="new">{VAR_PLURAL, plural, =1 {activity} other {activities}}</target>
+        <target state="translated">{VAR_PLURAL, plural, =1 {attivit&agrave;} other {attivit&agrave;}}</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html</context>
           <context context-type="linenumber">14</context>
@@ -6781,7 +6781,7 @@
       </trans-unit>
       <trans-unit id="4622218074144052433" datatype="html">
         <source>Family Office</source>
-        <target state="new">Family Office</target>
+        <target state="translated">Ufficio familiare</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts</context>
           <context context-type="linenumber">87</context>
@@ -6837,7 +6837,7 @@
       </trans-unit>
       <trans-unit id="2657610384052021428" datatype="html">
         <source>User Experience</source>
-        <target state="new">User Experience</target>
+        <target state="translated">Esperienza Utente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.component.ts</context>
           <context context-type="linenumber">98</context>
@@ -7061,7 +7061,7 @@
       </trans-unit>
       <trans-unit id="665692df9ab12bc228c1276f7d04e97902ff9afc" datatype="html">
         <source>Copy link to clipboard</source>
-        <target state="new">Copy link to clipboard</target>
+        <target state="translated">Copia link negli appunti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/access-table/access-table.component.html</context>
           <context context-type="linenumber">70</context>
@@ -7069,7 +7069,7 @@
       </trans-unit>
       <trans-unit id="306e3758e5303c780f0984c003e6283d49796f79" datatype="html">
         <source>Portfolio Snapshot</source>
-        <target state="new">Portfolio Snapshot</target>
+        <target state="translated">Stato del Portfolio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-jobs/admin-jobs.html</context>
           <context context-type="linenumber">39</context>
@@ -7077,7 +7077,7 @@
       </trans-unit>
       <trans-unit id="76897e07c5670ce3b7710cc10c5e1c08b5f6a83a" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Change with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Change <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></source>
-        <target state="new"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Change with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Change <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="translated"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Cambio con effetto valuta <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Cambia <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html</context>
           <context context-type="linenumber">50</context>
@@ -7085,7 +7085,7 @@
       </trans-unit>
       <trans-unit id="65ff514a2e167229e1a34b3712f2cf2908576d0f" datatype="html">
         <source><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Performance with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Performance <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></source>
-        <target state="new"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Performance with currency effect <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Performance <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
+        <target state="translated"><x id="START_BLOCK_IF" equiv-text="Currency !== SymbolProfile?.currency ) {"/> Prestazioni con effetto valuta <x id="CLOSE_BLOCK_IF" equiv-text="}"/><x id="START_BLOCK_ELSE" equiv-text="@else {"/> Prestazioni <x id="CLOSE_BLOCK_ELSE" equiv-text="}"/></target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html</context>
           <context context-type="linenumber">69</context>
@@ -7093,7 +7093,7 @@
       </trans-unit>
       <trans-unit id="5502bf2eace842803c7b3f5ce5f600e102d3424a" datatype="html">
         <source>Threshold Min</source>
-        <target state="new">Threshold Min</target>
+        <target state="translated">Soglia Minima</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">9</context>
@@ -7101,7 +7101,7 @@
       </trans-unit>
       <trans-unit id="012b48ee5281a77c66760b2007c3ccd7e34aa340" datatype="html">
         <source>Threshold Max</source>
-        <target state="new">Threshold Max</target>
+        <target state="translated">Soglia Massima</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">44</context>
@@ -7109,7 +7109,7 @@
       </trans-unit>
       <trans-unit id="f4e529ae5ffd73001d1ff4bbdeeb0a72e342e5c8" datatype="html">
         <source>Close</source>
-        <target state="new">Close</target>
+        <target state="translated">Chiudi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule-settings-dialog/rule-settings-dialog.html</context>
           <context context-type="linenumber">77</context>
@@ -7117,7 +7117,7 @@
       </trans-unit>
       <trans-unit id="072d4d4ec83a5a97345a1c13b90c213b47326d09" datatype="html">
         <source>Customize</source>
-        <target state="new">Customize</target>
+        <target state="translated">Personalizza</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/rule/rule.component.html</context>
           <context context-type="linenumber">67</context>
@@ -7125,7 +7125,7 @@
       </trans-unit>
       <trans-unit id="06296af0cdaf7bed02043379359ed1975fc22077" datatype="html">
         <source>No auto-renewal.</source>
-        <target state="new">No auto-renewal.</target>
+        <target state="translated">No rinnovo automatico.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/user-account-membership/user-account-membership.html</context>
           <context context-type="linenumber">62</context>
@@ -7133,7 +7133,7 @@
       </trans-unit>
       <trans-unit id="7fb1099e29660162f9154d5b2feee7743a423df6" datatype="html">
         <source>Today</source>
-        <target state="new">Today</target>
+        <target state="translated">Oggi</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">24</context>
@@ -7141,7 +7141,7 @@
       </trans-unit>
       <trans-unit id="65cefcc53d1f6445df7568e8a40c49165f1090ee" datatype="html">
         <source>This year</source>
-        <target state="new">This year</target>
+        <target state="translated">Anno corrente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">42</context>
@@ -7149,7 +7149,7 @@
       </trans-unit>
       <trans-unit id="5beadaafe995fa04343008b0ab57e579c9fc81b9" datatype="html">
         <source>From the beginning</source>
-        <target state="new">From the beginning</target>
+        <target state="translated">Dall'inizio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/public/public-page.html</context>
           <context context-type="linenumber">60</context>
@@ -7157,7 +7157,7 @@
       </trans-unit>
       <trans-unit id="f7ed8f2e1ac78c5a63741ae684779bcf7a99ab16" datatype="html">
         <source>Oops! Invalid currency.</source>
-        <target state="new">Oops! Invalid currency.</target>
+        <target state="translated">Oops! Valuta sbagliata.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-market-data/create-asset-profile-dialog/create-asset-profile-dialog.html</context>
           <context context-type="linenumber">49</context>
@@ -7165,7 +7165,7 @@
       </trans-unit>
       <trans-unit id="f1cc4a59110dd72517210565f76118df74336fec" datatype="html">
         <source>This page has been archived.</source>
-        <target state="new">This page has been archived.</target>
+        <target state="translated">Questa pagina è stata archiviata.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">14</context>
@@ -7173,7 +7173,7 @@
       </trans-unit>
       <trans-unit id="ea66ce0bb1cb1dcee2bcb86a8876c5f2c2fa65f6" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">139</context>
@@ -7181,7 +7181,7 @@
       </trans-unit>
       <trans-unit id="aa945d3772281b66851cc8b86d6de9726e65db70" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is not Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> is not Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">146</context>
@@ -7189,7 +7189,7 @@
       </trans-unit>
       <trans-unit id="942e46b94b9d9662c3c3b7b5e7f9005c7b9feab7" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">156</context>
@@ -7197,7 +7197,7 @@
       </trans-unit>
       <trans-unit id="08beed5100360c242c0aec92e8706d92f0cb70f3" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is not Open Source Software</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> is not Open Source Software</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non è un programma Open Source</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">163</context>
@@ -7205,7 +7205,7 @@
       </trans-unit>
       <trans-unit id="1302d86668c92816f6e69a61fee77d573ace918b" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> pu&ograve; essere ospitato in proprio </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">178</context>
@@ -7213,7 +7213,7 @@
       </trans-unit>
       <trans-unit id="2371f735292afd7ed2b6c90640068d33667933e7" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">185</context>
@@ -7221,7 +7221,7 @@
       </trans-unit>
       <trans-unit id="4803807735afa465179312a0094a432c7d8e1a55" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">195</context>
@@ -7229,7 +7229,7 @@
       </trans-unit>
       <trans-unit id="e44d1606f6b1c8b549b5bbc22c8f2d53b6626404" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be self-hosted</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be self-hosted</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non pu&ograve; essere ospitato in proprio</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">202</context>
@@ -7237,7 +7237,7 @@
       </trans-unit>
       <trans-unit id="575dc02bb1fbd579cb7ecca00198bbf2893d6115" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> can be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">217</context>
@@ -7245,7 +7245,7 @@
       </trans-unit>
       <trans-unit id="60bcadcc133112179baf414d6bca496616026ddf" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> cannot be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">224</context>
@@ -7253,7 +7253,7 @@
       </trans-unit>
       <trans-unit id="ea9dead7214d6e5e68bedcfc41ed92e6f331b476" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> can be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">234</context>
@@ -7261,7 +7261,7 @@
       </trans-unit>
       <trans-unit id="d69adb6f3253a16368a171d0a5d998e9a6b95717" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be used anonymously</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> cannot be used anonymously</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non pu&ograve; essere usato anonimamente</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">241</context>
@@ -7269,7 +7269,7 @@
       </trans-unit>
       <trans-unit id="0499b37a6ed7d654307685844b35684df638a95f" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> offers a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> offers a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">256</context>
@@ -7277,7 +7277,7 @@
       </trans-unit>
       <trans-unit id="0a3bfda56ea7cd7ae419cb5091e3a68ade032c30" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> does not offer a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> does not offer a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product1.name }}"/> non ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">263</context>
@@ -7285,7 +7285,7 @@
       </trans-unit>
       <trans-unit id="04eede9cafd81f04b01b6c7937e047824f78b05d" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> offers a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> offers a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">273</context>
@@ -7293,7 +7293,7 @@
       </trans-unit>
       <trans-unit id="2452ec985c64ade4904d93697e68d3846beb2bf4" datatype="html">
         <source><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> does not offer a free plan</source>
-        <target state="new"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> does not offer a free plan</target>
+        <target state="translated"><x id="INTERPOLATION" equiv-text="{{ product2.name }}"/> non ha un piano gratuito</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/personal-finance-tools/product-page.html</context>
           <context context-type="linenumber">280</context>
@@ -7301,7 +7301,7 @@
       </trans-unit>
       <trans-unit id="b225488f8b209e9704760dc9f5d99845a5d07bf6" datatype="html">
         <source>Oops! Could not find any assets.</source>
-        <target state="new">Oops! Could not find any assets.</target>
+        <target state="translated">Oops! Non ho trovato alcun asset.</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.html</context>
           <context context-type="linenumber">37</context>
@@ -7309,7 +7309,7 @@
       </trans-unit>
       <trans-unit id="be839b9dc1563aec0f80f5b55c8bde1a1dd10ca1" datatype="html">
         <source>Data Providers</source>
-        <target state="new">Data Providers</target>
+        <target state="translated">Fornitori di dati</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">4</context>
@@ -7317,7 +7317,7 @@
       </trans-unit>
       <trans-unit id="b082171edef6d502186c4577e201b2ef7935e955" datatype="html">
         <source>NEW</source>
-        <target state="new">NEW</target>
+        <target state="translated">NUOVO</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">14</context>
@@ -7325,7 +7325,7 @@
       </trans-unit>
       <trans-unit id="66cbb0c1695dc25d22f824b62f0ffb9435ec8c4b" datatype="html">
         <source>Set API Key</source>
-        <target state="new">Set API Key</target>
+        <target state="translated">Imposta API Key</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/admin-settings.component.html</context>
           <context context-type="linenumber">29</context>
@@ -7333,7 +7333,7 @@
       </trans-unit>
       <trans-unit id="2fcf96765ae87821e12fe4f6900ba1a218742cfc" datatype="html">
         <source> Want to stay updated? Click below to get notified as soon as it’s available. </source>
-        <target state="new"> Want to stay updated? Click below to get notified as soon as it’s available. </target>
+        <target state="translated"> Vuoi seguire le novità? Clicca sotto per essere notificato appena è disponibile. </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/ghostfolio-premium-api-dialog/ghostfolio-premium-api-dialog.html</context>
           <context context-type="linenumber">23</context>
@@ -7341,7 +7341,7 @@
       </trans-unit>
       <trans-unit id="3a0843b9fa08ab1d2294e2b5bd60042052ab8d10" datatype="html">
         <source> Notify me </source>
-        <target state="new"> Notify me </target>
+        <target state="translated"> Notificami </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/admin-settings/ghostfolio-premium-api-dialog/ghostfolio-premium-api-dialog.html</context>
           <context context-type="linenumber">32</context>
@@ -7349,7 +7349,7 @@
       </trans-unit>
       <trans-unit id="8908015589937012101" datatype="html">
         <source>Get access to 100’000+ tickers from over 50 exchanges</source>
-        <target state="new">Get access to 100’000+ tickers from over 50 exchanges</target>
+        <target state="translated">Ottieni accesso a oltre 100’000+ titoli da oltre 50 borse</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">24</context>
@@ -7357,7 +7357,7 @@
       </trans-unit>
       <trans-unit id="4346283537747431562" datatype="html">
         <source>Ukraine</source>
-        <target state="new">Ukraine</target>
+        <target state="translated">Ucraina</target>
         <context-group purpose="location">
           <context context-type="sourcefile">libs/ui/src/lib/i18n.ts</context>
           <context context-type="linenumber">92</context>
@@ -7365,7 +7365,7 @@
       </trans-unit>
       <trans-unit id="f977904fb6da18ed1fcc2b56caa2315e991fd2ac" datatype="html">
         <source> Skip </source>
-        <target state="new"> Skip </target>
+        <target state="translated"> Salta </target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/subscription-interstitial-dialog/subscription-interstitial-dialog.html</context>
           <context context-type="linenumber">83</context>
@@ -7373,7 +7373,7 @@
       </trans-unit>
       <trans-unit id="3e0b7db80b1d6c100266b97b9bb3f9ddd7652844" datatype="html">
         <source>Join now</source>
-        <target state="new">Join now</target>
+        <target state="translated">Iscriviti adesso</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/components/subscription-interstitial-dialog/subscription-interstitial-dialog.html</context>
           <context context-type="linenumber">93</context>
@@ -7381,7 +7381,7 @@
       </trans-unit>
       <trans-unit id="e8a4d8ee23e2c3f89acf7214598bcc3182c79268" datatype="html">
         <source>Allocation Cluster Risks</source>
-        <target state="new">Allocation Cluster Risks</target>
+        <target state="translated">Rischi di allocazione dei Conti</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/portfolio/fire/fire-page.html</context>
           <context context-type="linenumber">179</context>
@@ -7389,7 +7389,7 @@
       </trans-unit>
       <trans-unit id="5020357869062357338" datatype="html">
         <source>Glossary</source>
-        <target state="new">Glossary</target>
+        <target state="translated">Glossario</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/glossary/resources-glossary-routing.module.ts</context>
           <context context-type="linenumber">10</context>
@@ -7401,7 +7401,7 @@
       </trans-unit>
       <trans-unit id="7423212324650924366" datatype="html">
         <source>Guides</source>
-        <target state="new">Guides</target>
+        <target state="translated">Guide</target>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/guides/resources-guides-routing.module.ts</context>
           <context context-type="linenumber">10</context>
@@ -7413,7 +7413,7 @@
       </trans-unit>
       <trans-unit id="7491998780064454778" datatype="html">
         <source>guides</source>
-        <target state="new">guides</target>
+        <target state="translated">guide</target>
         <note priority="1" from="description">snake-case</note>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/overview/resources-overview.component.ts</context>
@@ -7426,7 +7426,7 @@
       </trans-unit>
       <trans-unit id="6255655462254999912" datatype="html">
         <source>glossary</source>
-        <target state="new">glossary</target>
+        <target state="translated">glossario</target>
         <note priority="1" from="description">snake-case</note>
         <context-group purpose="location">
           <context context-type="sourcefile">apps/client/src/app/pages/resources/overview/resources-overview.component.ts</context>

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

@@ -14,6 +14,8 @@ export interface UserSettings {
   dateRange?: DateRange;
   emergencyFund?: number;
   'filters.accounts'?: string[];
+  'filters.dataSource'?: string;
+  'filters.symbol'?: string;
   'filters.tags'?: string[];
   holdingsViewMode?: HoldingsViewMode;
   isExperimentalFeatures?: boolean;

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

@@ -1,7 +1,9 @@
 import { GfAssetProfileIconComponent } from '@ghostfolio/client/components/asset-profile-icon/asset-profile-icon.component';
+import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Filter, User } from '@ghostfolio/common/interfaces';
+import { getAssetProfileIdentifier } from '@ghostfolio/common/helper';
+import { Filter, PortfolioPosition, User } from '@ghostfolio/common/interfaces';
 import { DateRange } from '@ghostfolio/common/types';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -35,7 +37,7 @@ import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatMenuTrigger } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { RouterModule } from '@angular/router';
-import { Account, AssetClass } from '@prisma/client';
+import { Account, AssetClass, DataSource } from '@prisma/client';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { EMPTY, Observable, Subject, lastValueFrom } from 'rxjs';
 import {
@@ -61,6 +63,7 @@ import {
     FormsModule,
     GfAssetProfileIconComponent,
     GfAssistantListItemComponent,
+    GfSymbolModule,
     MatButtonModule,
     MatFormFieldModule,
     MatSelectModule,
@@ -132,8 +135,10 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   public filterForm = this.formBuilder.group({
     account: new FormControl<string>(undefined),
     assetClass: new FormControl<string>(undefined),
+    holding: new FormControl<PortfolioPosition>(undefined),
     tag: new FormControl<string>(undefined)
   });
+  public holdings: PortfolioPosition[] = [];
   public isLoading = false;
   public isOpen = false;
   public placeholder = $localize`Find holding...`;
@@ -144,7 +149,13 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   };
   public tags: Filter[] = [];
 
-  private filterTypes: Filter['type'][] = ['ACCOUNT', 'ASSET_CLASS', 'TAG'];
+  private filterTypes: Filter['type'][] = [
+    'ACCOUNT',
+    'ASSET_CLASS',
+    'DATA_SOURCE',
+    'SYMBOL',
+    'TAG'
+  ];
   private keyManager: FocusKeyManager<GfAssistantListItemComponent>;
   private unsubscribeSubject = new Subject<void>();
 
@@ -156,6 +167,8 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
   ) {}
 
   public ngOnInit() {
+    this.initializeFilterForm();
+
     this.assetClasses = Object.keys(AssetClass).map((assetClass) => {
       return {
         id: assetClass,
@@ -263,16 +276,7 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
       this.filterForm.enable({ emitEvent: false });
     }
 
-    this.filterForm.setValue(
+    this.initializeFilterForm();
-      {
-        account: this.user?.settings?.['filters.accounts']?.[0] ?? null,
-        assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null,
-        tag: this.user?.settings?.['filters.tags']?.[0] ?? null
-      },
-      {
-        emitEvent: false
-      }
-    );
 
     this.tags =
       this.user?.tags
@@ -298,6 +302,19 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
     });
   }
 
+  public holdingComparisonFunction(
+    option: PortfolioPosition,
+    value: PortfolioPosition
+  ): boolean {
+    if (value === null) {
+      return false;
+    }
+
+    return (
+      getAssetProfileIdentifier(option) === getAssetProfileIdentifier(value)
+    );
+  }
+
   public async initialize() {
     this.isLoading = true;
     this.keyManager = new FocusKeyManager(this.assistantListItems).withWrap();
@@ -331,6 +348,14 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         id: this.filterForm.get('assetClass').value,
         type: 'ASSET_CLASS'
       },
+      {
+        id: this.filterForm.get('holding').value?.dataSource,
+        type: 'DATA_SOURCE'
+      },
+      {
+        id: this.filterForm.get('holding').value?.symbol,
+        type: 'SYMBOL'
+      },
       {
         id: this.filterForm.get('tag').value,
         type: 'TAG'
@@ -473,4 +498,47 @@ export class GfAssistantComponent implements OnChanges, OnDestroy, OnInit {
         takeUntil(this.unsubscribeSubject)
       );
   }
+
+  private initializeFilterForm() {
+    this.dataService
+      .fetchPortfolioHoldings()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ holdings }) => {
+        this.holdings = holdings
+          .filter(({ assetSubClass }) => {
+            return !['CASH'].includes(assetSubClass);
+          })
+          .sort((a, b) => {
+            return a.name?.localeCompare(b.name);
+          });
+        this.setFilterFormValues();
+      });
+  }
+
+  private setFilterFormValues() {
+    const dataSource = this.user?.settings?.[
+      'filters.dataSource'
+    ] as DataSource;
+    const symbol = this.user?.settings?.['filters.symbol'];
+    const selectedHolding = this.holdings.find((holding) => {
+      return (
+        getAssetProfileIdentifier({
+          dataSource: holding.dataSource,
+          symbol: holding.symbol
+        }) === getAssetProfileIdentifier({ dataSource, symbol })
+      );
+    });
+
+    this.filterForm.setValue(
+      {
+        account: this.user?.settings?.['filters.accounts']?.[0] ?? null,
+        assetClass: this.user?.settings?.['filters.assetClasses']?.[0] ?? null,
+        holding: selectedHolding ?? null,
+        tag: this.user?.settings?.['filters.tags']?.[0] ?? null
+      },
+      {
+        emitEvent: false
+      }
+    );
+  }
 }

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

@@ -122,6 +122,34 @@
             </mat-select>
           </mat-form-field>
         </div>
+        <div class="mb-3">
+          <mat-form-field appearance="outline" class="w-100 without-hint">
+            <mat-label i18n>Holding</mat-label>
+            <mat-select
+              formControlName="holding"
+              [compareWith]="holdingComparisonFunction"
+            >
+              <mat-select-trigger>{{
+                filterForm.get('holding')?.value?.name
+              }}</mat-select-trigger>
+              <mat-option [value]="null" />
+              @for (holding of holdings; track holding.name) {
+                <mat-option [value]="holding">
+                  <div class="line-height-1 text-truncate">
+                    <span
+                      ><b>{{ holding.name }}</b></span
+                    >
+                    <br />
+                    <small class="text-muted"
+                      >{{ holding.symbol | gfSymbol }} ·
+                      {{ holding.currency }}</small
+                    >
+                  </div>
+                </mat-option>
+              }
+            </mat-select>
+          </mat-form-field>
+        </div>
         <div class="mb-3">
           <mat-form-field appearance="outline" class="w-100 without-hint">
             <mat-label i18n>Tags</mat-label>