From 5d41e85095cb7b5aee4ac2e4527872efd724553d Mon Sep 17 00:00:00 2001
From: David Requeno <davidrequeno52@gmail.com>
Date: Sun, 26 Oct 2025 21:32:01 -0600
Subject: [PATCH 1/4] Update changelog

---
 CHANGELOG.md | 1 +
 1 file changed, 1 insertion(+)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index 1024336b3..b08e10220 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -11,6 +11,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added a close holding button to the holding detail dialog
 - Extended the user detail dialog in the users section of the admin control panel
+- Extended the activities table menu with a View Holding item
 
 ### Changed
 

From ee01e187e0f20b387d52bee25563ae122174f35d Mon Sep 17 00:00:00 2001
From: David Requeno <davidrequeno52@gmail.com>
Date: Sun, 26 Oct 2025 21:35:52 -0600
Subject: [PATCH 2/4] Feature/extend menu in activities table component

- Extend menu in activities table component

- Update changelog
---
 .../activities-table.component.html                 | 13 +++++++++++++
 .../activities-table/activities-table.component.ts  |  6 ++++--
 2 files changed, 17 insertions(+), 2 deletions(-)

diff --git a/libs/ui/src/lib/activities-table/activities-table.component.html b/libs/ui/src/lib/activities-table/activities-table.component.html
index 843832e1a..8d1f458a9 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.html
+++ b/libs/ui/src/lib/activities-table/activities-table.component.html
@@ -437,6 +437,19 @@
           class="no-max-width"
           xPosition="before"
         >
+          @if (
+            hasPermissionToOpenDetails &&
+            isExcludedFromAnalysis(element) === false &&
+            element.isDraft === false &&
+            ['BUY', 'DIVIDEND', 'SELL'].includes(element.type)
+          ) {
+            <button mat-menu-item (click)="onClickActivity(element)">
+              <span class="align-items-center d-flex">
+                <ion-icon class="mr-2" name="wallet-outline" />
+                <span i18n>View Holding</span>
+              </span>
+            </button>
+          }
           <button mat-menu-item (click)="onUpdateActivity(element)">
             <span class="align-items-center d-flex">
               <ion-icon class="mr-2" name="create-outline" />
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.ts b/libs/ui/src/lib/activities-table/activities-table.component.ts
index ce2de1caa..01d3a8c4a 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.ts
+++ b/libs/ui/src/lib/activities-table/activities-table.component.ts
@@ -56,7 +56,8 @@ import {
   documentTextOutline,
   ellipsisHorizontal,
   ellipsisVertical,
-  trashOutline
+  trashOutline,
+  walletOutline
 } from 'ionicons/icons';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { Subject, Subscription, takeUntil } from 'rxjs';
@@ -153,7 +154,8 @@ export class GfActivitiesTableComponent
       documentTextOutline,
       ellipsisHorizontal,
       ellipsisVertical,
-      trashOutline
+      trashOutline,
+      walletOutline
     });
   }
 

From c9b68807ea8c848bcc358d432aa4e6e4aa916468 Mon Sep 17 00:00:00 2001
From: David Requeno <davidrequeno52@gmail.com>
Date: Mon, 27 Oct 2025 20:35:52 -0600
Subject: [PATCH 3/4] Update changelog

---
 CHANGELOG.md | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index b08e10220..069b18c29 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -11,7 +11,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added a close holding button to the holding detail dialog
 - Extended the user detail dialog in the users section of the admin control panel
-- Extended the activities table menu with a View Holding item
+- Extended the activities table menu with a _View Holding_ item
 
 ### Changed
 

From 6ffb7a274a1bf420e9db3290c2fc4459cdddcd51 Mon Sep 17 00:00:00 2001
From: David Requeno <davidrequeno52@gmail.com>
Date: Mon, 27 Oct 2025 20:45:32 -0600
Subject: [PATCH 4/4] Feature/extend menu in activities table component

- Reuse onClickActivity() method for navigation
- Add entry to changelog
---
 .../activities-table.component.html              | 13 ++-----------
 .../activities-table.component.ts                | 16 ++++++++++------
 2 files changed, 12 insertions(+), 17 deletions(-)

diff --git a/libs/ui/src/lib/activities-table/activities-table.component.html b/libs/ui/src/lib/activities-table/activities-table.component.html
index 8d1f458a9..e230c0bcd 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.html
+++ b/libs/ui/src/lib/activities-table/activities-table.component.html
@@ -437,12 +437,7 @@
           class="no-max-width"
           xPosition="before"
         >
-          @if (
-            hasPermissionToOpenDetails &&
-            isExcludedFromAnalysis(element) === false &&
-            element.isDraft === false &&
-            ['BUY', 'DIVIDEND', 'SELL'].includes(element.type)
-          ) {
+          @if (canClickActivity(element)) {
             <button mat-menu-item (click)="onClickActivity(element)">
               <span class="align-items-center d-flex">
                 <ion-icon class="mr-2" name="wallet-outline" />
@@ -492,11 +487,7 @@
       *matRowDef="let row; columns: displayedColumns"
       mat-row
       [ngClass]="{
-        'cursor-pointer':
-          hasPermissionToOpenDetails &&
-          isExcludedFromAnalysis(row) === false &&
-          row.isDraft === false &&
-          ['BUY', 'DIVIDEND', 'SELL'].includes(row.type)
+        'cursor-pointer': canClickActivity(row)
       }"
       (click)="onClickActivity(row)"
     ></tr>
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.ts b/libs/ui/src/lib/activities-table/activities-table.component.ts
index 01d3a8c4a..895eb0e42 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.ts
+++ b/libs/ui/src/lib/activities-table/activities-table.component.ts
@@ -246,12 +246,7 @@ export class GfActivitiesTableComponent
       if (!activity.error) {
         this.selectedRows.toggle(activity);
       }
-    } else if (
-      this.hasPermissionToOpenDetails &&
-      this.isExcludedFromAnalysis(activity) === false &&
-      activity.isDraft === false &&
-      ['BUY', 'DIVIDEND', 'SELL'].includes(activity.type)
-    ) {
+    } else if (this.canClickActivity(activity)) {
       this.activityClicked.emit({
         dataSource: activity.SymbolProfile.dataSource,
         symbol: activity.SymbolProfile.symbol
@@ -259,6 +254,15 @@ export class GfActivitiesTableComponent
     }
   }
 
+  public canClickActivity(activity: Activity) {
+    return (
+      this.hasPermissionToOpenDetails &&
+      this.isExcludedFromAnalysis(activity) === false &&
+      activity.isDraft === false &&
+      ['BUY', 'DIVIDEND', 'SELL'].includes(activity.type)
+    );
+  }
+
   public onCloneActivity(aActivity: OrderWithAccount) {
     this.activityToClone.emit(aActivity);
   }