feat: extend asset profile dialog

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

@@ -303,15 +303,21 @@ export class AdminService {
   }
 
   public async patchAssetProfileData({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     await this.symbolProfileService.updateSymbolProfile({
+      assetClass,
+      assetSubClass,
       comment,
       dataSource,
+      name,
       scraperConfiguration,
       symbol,
       symbolMapping

apps/api/src/app/admin/update-asset-profile.dto.ts

@@ -1,11 +1,23 @@
-import { Prisma } from '@prisma/client';
-import { IsObject, IsOptional, IsString } from 'class-validator';
+import { AssetClass, AssetSubClass, Prisma } from '@prisma/client';
+import { IsEnum, IsObject, IsOptional, IsString } from 'class-validator';
 
 export class UpdateAssetProfileDto {
+  @IsEnum(AssetClass, { each: true })
+  @IsOptional()
+  assetClass?: AssetClass;
+
+  @IsEnum(AssetSubClass, { each: true })
+  @IsOptional()
+  assetSubClass?: AssetSubClass;
+
   @IsString()
   @IsOptional()
   comment?: string;
 
+  @IsString()
+  @IsOptional()
+  name?: string;
+
   @IsObject()
   @IsOptional()
   scraperConfiguration?: Prisma.InputJsonObject;

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -13,7 +13,7 @@ import { continents, countries } from 'countries-list';
 
 @Injectable()
 export class SymbolProfileService {
-  public constructor(private readonly prismaService: PrismaService) {}
+  public constructor(private readonly prismaService: PrismaService) { }
 
   public async add(
     assetProfile: Prisma.SymbolProfileCreateInput
@@ -86,14 +86,24 @@ export class SymbolProfileService {
   }
 
   public updateSymbolProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: Prisma.SymbolProfileUpdateInput & UniqueAsset) {
     return this.prismaService.symbolProfile.update({
-      data: { comment, scraperConfiguration, symbolMapping },
+      data: {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      },
       where: { dataSource_symbol: { dataSource, symbol } }
     });
   }

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts

@@ -6,7 +6,7 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { FormBuilder } from '@angular/forms';
+import { FormBuilder, FormControl, Validators } from '@angular/forms';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { UpdateAssetProfileDto } from '@ghostfolio/api/app/admin/update-asset-profile.dto';
 import { AdminService } from '@ghostfolio/client/services/admin.service';
@@ -17,7 +17,12 @@ import {
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
-import { MarketData, SymbolProfile } from '@prisma/client';
+import {
+  AssetClass,
+  AssetSubClass,
+  MarketData,
+  SymbolProfile
+} from '@prisma/client';
 import { format, parseISO } from 'date-fns';
 import { parse as csvToJson } from 'papaparse';
 import { Subject } from 'rxjs';
@@ -33,14 +38,23 @@ import { AssetProfileDialogParams } from './interfaces/interfaces';
   styleUrls: ['./asset-profile-dialog.component.scss']
 })
 export class AssetProfileDialog implements OnDestroy, OnInit {
-  public assetClass: string;
+  public assetProfileClass: string;
+  public assetClasses = Object.keys(AssetClass).map((assetClass) => {
+    return { id: assetClass, label: translate(assetClass) };
+  });
+  public assetSubClasses = Object.keys(AssetSubClass).map((assetSubClass) => {
+    return { id: assetSubClass, label: translate(assetSubClass) };
+  });
   public assetProfile: AdminMarketDataDetails['assetProfile'];
   public assetProfileForm = this.formBuilder.group({
+    assetClass: new FormControl<AssetClass>(undefined),
+    assetSubClass: new FormControl<AssetSubClass>(undefined),
     comment: '',
+    name: ['', Validators.required],
     scraperConfiguration: '',
     symbolMapping: ''
   });
-  public assetSubClass: string;
+  public assetProfileSubClass: string;
   public benchmarks: Partial<SymbolProfile>[];
   public countries: {
     [code: string]: { name: string; value: number };
@@ -65,7 +79,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     private dataService: DataService,
     public dialogRef: MatDialogRef<AssetProfileDialog>,
     private formBuilder: FormBuilder
-  ) {}
+  ) { }
 
   public ngOnInit(): void {
     this.benchmarks = this.dataService.fetchInfo().benchmarks;
@@ -86,8 +100,8 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       .subscribe(({ assetProfile, marketData }) => {
         this.assetProfile = assetProfile;
 
-        this.assetClass = translate(this.assetProfile?.assetClass);
-        this.assetSubClass = translate(this.assetProfile?.assetSubClass);
+        this.assetProfileClass = translate(this.assetProfile?.assetClass);
+        this.assetProfileSubClass = translate(this.assetProfile?.assetSubClass);
         this.countries = {};
         this.isBenchmark = this.benchmarks.some(({ id }) => {
           return id === this.assetProfile.id;
@@ -114,6 +128,9 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
         }
 
         this.assetProfileForm.setValue({
+          name: this.assetProfile.name,
+          assetClass: this.assetProfile.assetClass,
+          assetSubClass: this.assetProfile.assetSubClass,
           comment: this.assetProfile?.comment ?? '',
           scraperConfiguration: JSON.stringify(
             this.assetProfile?.scraperConfiguration ?? {}
@@ -135,14 +152,14 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     this.adminService
       .gatherProfileDataBySymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
+      .subscribe(() => { });
   }
 
   public onGatherSymbol({ dataSource, symbol }: UniqueAsset) {
     this.adminService
       .gatherSymbol({ dataSource, symbol })
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {});
+      .subscribe(() => { });
   }
 
   public onImportHistoricalData() {
@@ -195,18 +212,21 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
       scraperConfiguration = JSON.parse(
         this.assetProfileForm.controls['scraperConfiguration'].value
       );
-    } catch {}
+    } catch { }
 
     try {
       symbolMapping = JSON.parse(
         this.assetProfileForm.controls['symbolMapping'].value
       );
-    } catch {}
+    } catch { }
 
     const assetProfileData: UpdateAssetProfileDto = {
+      assetClass: this.assetProfileForm.controls['assetClass'].value,
+      assetSubClass: this.assetProfileForm.controls['assetSubClass'].value,
+      comment: this.assetProfileForm.controls['comment'].value ?? null,
+      name: this.assetProfileForm.controls['name'].value,
       scraperConfiguration,
-      symbolMapping,
-      comment: this.assetProfileForm.controls['comment'].value ?? null
+      symbolMapping
     };
 
     this.adminService

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html

@@ -112,7 +112,11 @@
         >
       </div>
       <div class="col-6 mb-3">
-        <gf-value i18n size="medium" [hidden]="!assetClass" [value]="assetClass"
+        <gf-value
+          i18n
+          size="medium"
+          [hidden]="!assetProfileClass"
+          [value]="assetProfileClass"
           >Asset Class</gf-value
         >
       </div>
@@ -120,8 +124,8 @@
         <gf-value
           i18n
           size="medium"
-          [hidden]="!assetSubClass"
-          [value]="assetSubClass"
+          [hidden]="!assetProfileSubClass"
+          [value]="assetProfileSubClass"
           >Asset Sub Class</gf-value
         >
       </div>
@@ -174,6 +178,38 @@
         </ng-template>
       </ng-container>
     </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Name</mat-label>
+        <input formControlName="name" matInput type="text" />
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Class</mat-label>
+        <mat-select formControlName="assetClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetClass of assetClasses"
+            [value]="assetClass.id"
+            >{{ assetClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Asset Sub Class</mat-label>
+        <mat-select formControlName="assetSubClass">
+          <mat-option [value]="null"></mat-option>
+          <mat-option
+            *ngFor="let assetSubClass of assetSubClasses"
+            [value]="assetSubClass.id"
+            >{{ assetSubClass.label }}</mat-option
+          >
+        </mat-select>
+      </mat-form-field>
+    </div>
     <div class="d-flex my-3">
       <div class="w-50">
         <mat-checkbox

apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.module.ts

@@ -12,6 +12,7 @@ import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-propo
 import { GfValueModule } from '@ghostfolio/ui/value';
 
 import { AssetProfileDialog } from './asset-profile-dialog.component';
+import { MatSelectModule } from '@angular/material/select';
 
 @NgModule({
   declarations: [AssetProfileDialog],
@@ -26,6 +27,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     MatDialogModule,
     MatInputModule,
     MatMenuModule,
+    MatSelectModule,
     ReactiveFormsModule,
     TextFieldModule
   ],

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

@@ -203,15 +203,25 @@ export class AdminService {
   }
 
   public patchAssetProfile({
+    assetClass,
+    assetSubClass,
     comment,
     dataSource,
+    name,
     scraperConfiguration,
     symbol,
     symbolMapping
   }: UniqueAsset & UpdateAssetProfileDto) {
     return this.http.patch<EnhancedSymbolProfile>(
       `/api/v1/admin/profile-data/${dataSource}/${symbol}`,
-      { comment, scraperConfiguration, symbolMapping }
+      {
+        assetClass,
+        assetSubClass,
+        comment,
+        name,
+        scraperConfiguration,
+        symbolMapping
+      }
     );
   }