Feature/refactor search query of holdings search (#5333)

* Refactor search query

* Update changelog

CHANGELOG.md

@@ -10,7 +10,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Changed
 
 - Extended the import functionality by tags
-- Introduced fuzzy search for the accounts endpoint
+- Introduced the fuzzy search for the accounts endpoint
+- Refactored the fuzzy search for the holdings of the assistant
 - Improved the language localization for Polish (`pl`)
 - Improved the language localization for Spanish (`es`)
 

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

@@ -413,6 +413,7 @@ export class PortfolioController {
       filterByAssetClasses,
       filterByDataSource,
       filterByHoldingType,
+      filterBySearchQuery,
       filterBySymbol,
       filterByTags
     });
@@ -421,7 +422,6 @@ export class PortfolioController {
       dateRange,
       filters,
       impersonationId,
-      query: filterBySearchQuery,
       userId: this.request.user.id
     });
 

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

@@ -292,13 +292,11 @@ export class PortfolioService {
     dateRange,
     filters,
     impersonationId,
-    query,
     userId
   }: {
     dateRange: DateRange;
     filters?: Filter[];
     impersonationId: string;
-    query?: string;
     userId: string;
   }) {
     userId = await this.getUserId(impersonationId, userId);
@@ -311,13 +309,17 @@ export class PortfolioService {
 
     let holdings = Object.values(holdingsMap);
 
-    if (query) {
+    const searchQuery = filters.find(({ type }) => {
+      return type === 'SEARCH_QUERY';
+    })?.id;
+
+    if (searchQuery) {
       const fuse = new Fuse(holdings, {
         keys: ['isin', 'name', 'symbol'],
         threshold: 0.3
       });
 
-      holdings = fuse.search(query).map(({ item }) => {
+      holdings = fuse.search(searchQuery).map(({ item }) => {
         return item;
       });
     }