Merge df515937d3 into b0747b025c

apps/api/src/app/import/import.service.spec.ts

@@ -0,0 +1,268 @@
+import { AccountService } from '@ghostfolio/api/app/account/account.service';
+import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
+import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
+import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
+import { TagService } from '@ghostfolio/api/services/tag/tag.service';
+import { UserWithSettings } from '@ghostfolio/common/types';
+
+import { DataSource } from '@prisma/client';
+
+import { ImportService } from './import.service';
+
+describe('ImportService', () => {
+  let importService: ImportService;
+  let accountService: Partial<AccountService>;
+  let activitiesService: Partial<ActivitiesService>;
+  let dataGatheringService: Partial<DataGatheringService>;
+  let dataProviderService: Partial<DataProviderService>;
+  let symbolProfileService: Partial<SymbolProfileService>;
+  let marketDataService: Partial<MarketDataService>;
+  let tagService: Partial<TagService>;
+
+  const userId = 'test-user-id';
+
+  const user = {
+    id: userId,
+    permissions: [],
+    settings: { settings: { baseCurrency: 'USD' } }
+  } as unknown as UserWithSettings;
+
+  beforeEach(() => {
+    symbolProfileService = {
+      getSymbolProfiles: jest.fn(),
+      add: jest.fn()
+    };
+
+    marketDataService = {
+      updateMany: jest.fn()
+    };
+
+    dataProviderService = {
+      validateActivities: jest.fn().mockResolvedValue([])
+    };
+
+    dataGatheringService = {
+      gatherSymbols: jest.fn()
+    };
+
+    activitiesService = {
+      getActivities: jest.fn().mockResolvedValue({ activities: [] })
+    };
+
+    accountService = {
+      getAccounts: jest.fn().mockResolvedValue([])
+    };
+
+    tagService = {
+      getTagsForUser: jest.fn().mockResolvedValue([])
+    };
+
+    importService = new ImportService(
+      accountService as unknown as AccountService,
+      activitiesService as unknown as ActivitiesService,
+      null, // apiService
+      dataGatheringService as unknown as DataGatheringService,
+      dataProviderService as unknown as DataProviderService,
+      null, // exchangeRateDataService
+      marketDataService as MarketDataService,
+      null, // platformService
+      null, // portfolioService
+      symbolProfileService as SymbolProfileService,
+      tagService as unknown as TagService
+    );
+  });
+
+  describe('import', () => {
+    it('should reuse existing global asset profile (userId is null) instead of creating a duplicate', async () => {
+      const existingGlobalProfile = {
+        dataSource: DataSource.YAHOO,
+        symbol: 'VOO',
+        userId: null
+      };
+
+      (symbolProfileService.getSymbolProfiles as jest.Mock).mockResolvedValue([
+        existingGlobalProfile
+      ]);
+      (marketDataService.updateMany as jest.Mock).mockResolvedValue(undefined);
+
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.YAHOO,
+            symbol: 'VOO',
+            marketData: []
+          }
+        ],
+        isDryRun: false,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.add).not.toHaveBeenCalled();
+    });
+
+    it('should create a new profile with remapped symbol when asset profile belongs to a different user', async () => {
+      const otherUsersProfile = {
+        dataSource: DataSource.MANUAL,
+        symbol: 'MY_ASSET',
+        userId: 'other-user-id'
+      };
+
+      (symbolProfileService.getSymbolProfiles as jest.Mock).mockResolvedValue([
+        otherUsersProfile
+      ]);
+      (marketDataService.updateMany as jest.Mock).mockResolvedValue(undefined);
+
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.MANUAL,
+            symbol: 'MY_ASSET',
+            marketData: []
+          }
+        ],
+        isDryRun: false,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.add).toHaveBeenCalledTimes(1);
+
+      const addedProfile = (symbolProfileService.add as jest.Mock).mock
+        .calls[0][0];
+
+      // Symbol should have been remapped to a UUID (not original)
+      expect(addedProfile.symbol).not.toBe('MY_ASSET');
+    });
+
+    it('should reuse existing profile when it belongs to the importing user', async () => {
+      const usersOwnProfile = {
+        dataSource: DataSource.MANUAL,
+        symbol: 'MY_ASSET',
+        userId
+      };
+
+      (symbolProfileService.getSymbolProfiles as jest.Mock).mockResolvedValue([
+        usersOwnProfile
+      ]);
+      (marketDataService.updateMany as jest.Mock).mockResolvedValue(undefined);
+
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.MANUAL,
+            symbol: 'MY_ASSET',
+            marketData: []
+          }
+        ],
+        isDryRun: false,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.add).not.toHaveBeenCalled();
+    });
+
+    it('should create a new profile when no existing profile exists', async () => {
+      (symbolProfileService.getSymbolProfiles as jest.Mock).mockResolvedValue(
+        []
+      );
+      (marketDataService.updateMany as jest.Mock).mockResolvedValue(undefined);
+
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.YAHOO,
+            symbol: 'AAPL',
+            marketData: []
+          }
+        ],
+        isDryRun: false,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.add).toHaveBeenCalledTimes(1);
+
+      const addedProfile = (symbolProfileService.add as jest.Mock).mock
+        .calls[0][0];
+
+      expect(addedProfile.symbol).toBe('AAPL');
+      expect(addedProfile.user).toEqual({ connect: { id: userId } });
+    });
+
+    it('should skip profile creation when isDryRun is true', async () => {
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.YAHOO,
+            symbol: 'AAPL',
+            marketData: []
+          }
+        ],
+        isDryRun: true,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.getSymbolProfiles).not.toHaveBeenCalled();
+      expect(symbolProfileService.add).not.toHaveBeenCalled();
+      expect(marketDataService.updateMany).not.toHaveBeenCalled();
+    });
+
+    it('should call marketDataService.updateMany when reusing a global profile', async () => {
+      const existingGlobalProfile = {
+        dataSource: DataSource.YAHOO,
+        symbol: 'VOO',
+        userId: null
+      };
+
+      (symbolProfileService.getSymbolProfiles as jest.Mock).mockResolvedValue([
+        existingGlobalProfile
+      ]);
+      (marketDataService.updateMany as jest.Mock).mockResolvedValue(undefined);
+
+      await importService.import({
+        accountsWithBalancesDto: [],
+        activitiesDto: [],
+        assetProfilesWithMarketDataDto: [
+          {
+            currency: 'USD',
+            dataSource: DataSource.YAHOO,
+            symbol: 'VOO',
+            marketData: []
+          }
+        ],
+        isDryRun: false,
+        maxActivitiesToImport: 100,
+        tagsDto: [],
+        user
+      });
+
+      expect(symbolProfileService.add).not.toHaveBeenCalled();
+      expect(marketDataService.updateMany).toHaveBeenCalledWith({ data: [] });
+    });
+  });
+});

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

@@ -344,8 +344,13 @@ export class ImportService {
           }
         );
 
-        // If there is no asset profile or if the asset profile belongs to a different user, then create a new asset profile
+        // If there is no asset profile or if the asset profile belongs to a different user, then create a new asset profile.
-        if (!existingAssetProfile || existingAssetProfile.userId !== user.id) {
+        // Global asset profiles (userId is null) are shared and should be reused by everyone.
+        if (
+          !existingAssetProfile ||
+          (existingAssetProfile.userId !== null &&
+            existingAssetProfile.userId !== user.id)
+        ) {
           const assetProfile: CreateAssetProfileDto = omit(
             assetProfileWithMarketData,
             'marketData'