From 3bc2e0812572c8d7c02c00f43ee0f3d4cd2191e0 Mon Sep 17 00:00:00 2001
From: AyushMishraa <educationsoftware116@gmail.com>
Date: Mon, 1 Jun 2026 09:37:39 +0530
Subject: [PATCH] Feature/support migrating an existing asset profile to manual
 data source

---
 apps/api/src/app/admin/admin.service.ts       | 50 +++++++++++++++++-
 .../asset-profile-dialog.component.scss       |  4 ++
 .../asset-profile-dialog.component.ts         | 51 +++++++++++++++++++
 .../asset-profile-dialog.html                 | 10 ++++
 4 files changed, 114 insertions(+), 1 deletion(-)

diff --git a/apps/api/src/app/admin/admin.service.ts b/apps/api/src/app/admin/admin.service.ts
index 0bf5c3925..9458361b7 100644
--- a/apps/api/src/app/admin/admin.service.ts
+++ b/apps/api/src/app/admin/admin.service.ts
@@ -599,10 +599,58 @@ export class AdminService {
           )
         ]);
 
+        // Apply field updates after renaming
+        const finalDataSource = DataSource[newDataSource.toString()];
+        const symbolProfileOverrides = {
+          assetClass: assetClass as AssetClass,
+          assetSubClass: assetSubClass as AssetSubClass,
+          countries: countries as Prisma.JsonArray,
+          name: name as string,
+          sectors: sectors as Prisma.JsonArray,
+          url: url as string
+        };
+
+        const updatedSymbolProfile: Prisma.SymbolProfileUpdateInput = {
+          comment,
+          currency,
+          holdings,
+          isActive,
+          scraperConfiguration,
+          symbolMapping,
+          ...(finalDataSource === 'MANUAL'
+            ? {
+                assetClass,
+                assetSubClass,
+                countries,
+                name,
+                sectors,
+                url,
+                SymbolProfileOverrides: {
+                  delete: true
+                }
+              }
+            : {
+                SymbolProfileOverrides: {
+                  upsert: {
+                    create: symbolProfileOverrides,
+                    update: symbolProfileOverrides
+                  }
+                }
+              })
+        };
+
+        await this.symbolProfileService.updateSymbolProfile(
+          {
+            dataSource: finalDataSource,
+            symbol: newSymbol as string
+          },
+          updatedSymbolProfile
+        );
+
         const [updatedAssetProfile] =
           await this.symbolProfileService.getSymbolProfiles([
             {
-              dataSource: DataSource[newDataSource.toString()],
+              dataSource: finalDataSource,
               symbol: newSymbol as string
             }
           ]);
diff --git a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.scss b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.scss
index 73c0c0d74..d03c8c885 100644
--- a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.scss
+++ b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.scss
@@ -13,5 +13,9 @@
       right: 1rem;
       top: 0;
     }
+
+    .text-muted {
+      margin: 1rem 0;
+    }
   }
 }
diff --git a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts
index 560a00164..299087d25 100644
--- a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts
+++ b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.component.ts
@@ -73,6 +73,7 @@ import { IonIcon } from '@ionic/angular/standalone';
 import {
   AssetClass,
   AssetSubClass,
+  DataSource,
   MarketData,
   Prisma,
   SymbolProfile
@@ -704,6 +705,56 @@ export class GfAssetProfileDialogComponent implements OnInit {
       });
   }
 
+  protected onConvertToManual() {
+    const uuid = crypto.randomUUID();
+
+    this.adminService
+      .patchAssetProfile(
+        {
+          dataSource: this.data.dataSource,
+          symbol: this.data.symbol
+        },
+        {
+          assetClass:
+            this.assetProfileForm.controls.assetClass.value ?? undefined,
+          assetSubClass:
+            this.assetProfileForm.controls.assetSubClass.value ?? undefined,
+          countries: JSON.parse(
+            this.assetProfileForm.controls.countries.value ?? '[]'
+          ) as Prisma.InputJsonArray,
+          dataSource: 'MANUAL' as DataSource,
+          name: this.assetProfileForm.controls.name.value || undefined,
+          sectors: JSON.parse(
+            this.assetProfileForm.controls.sectors.value ?? '[]'
+          ) as Prisma.InputJsonArray,
+          symbol: uuid,
+          url: this.assetProfileForm.controls.url.value || undefined
+        }
+      )
+      .pipe(
+        catchError(() => {
+          this.snackBar.open(
+            $localize`An error occurred while converting to MANUAL.`,
+            undefined,
+            {
+              duration: ms('3 seconds')
+            }
+          );
+
+          return EMPTY;
+        }),
+        takeUntilDestroyed(this.destroyRef)
+      )
+      .subscribe(() => {
+        const newAssetProfileIdentifier = {
+          dataSource: 'MANUAL',
+          symbol: uuid
+        };
+
+        this.dialogRef.close(newAssetProfileIdentifier);
+      });
+  }
+
   protected onTestMarketData() {
     this.adminService
       .testMarketData({
diff --git a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html
index b2a7e0a05..451344909 100644
--- a/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html
+++ b/apps/client/src/app/components/admin-market-data/asset-profile-dialog/asset-profile-dialog.html
@@ -162,6 +162,16 @@
                     <ng-container i18n>Cancel</ng-container>
                   </button>
                 </form>
+                <p class="text-muted">or</p>
+                <button
+                  class="no-min-width px-2"
+                  color="accent"
+                  mat-flat-button
+                  type="submit"
+                  (click)="onConvertToManual()"
+                >
+                  <ng-container i18n>Convert to MANUAL</ng-container>
+                </button>
               </div>
             } @else {
               <div class="col-6 mb-3">