Fix custom asset name rendering in import activities dialog (#5784)

- Include name field for FEE/INTEREST/LIABILITY asset profiles in backend validation
  - Hide symbol subtitle for MANUAL dataSource assets in activities table
  - Create asset profiles for all MANUAL activities in CSV import (not just BUY)
  - Preserve provided name when creating orders to prevent names disappearing after import

  Fixes rendering issues where custom asset names were missing or incorrectly
  displayed as symbols in import preview and activities list.

CHANGELOG.md

@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [Unreleased]
+
+### Fixed
+
+- Fixed rendering of custom asset names / symbol in import activities dialog
+
 ## 2.209.0 - 2025-10-18
 
 ### Added

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

@@ -541,6 +541,7 @@ export class ImportService {
                 dataSource,
                 symbol,
                 currency: assetProfile.currency,
+                name,
                 userId: dataSource === 'MANUAL' ? user.id : undefined
               },
               where: {
@@ -746,10 +747,19 @@ export class ImportService {
         if (['FEE', 'INTEREST', 'LIABILITY'].includes(type)) {
           // Skip asset profile validation for FEE, INTEREST, and LIABILITY
           // as these activity types don't require asset profiles
+          const assetProfileInImport = assetProfilesWithMarketDataDto?.find(
+            (profile) => {
+              return (
+                profile.dataSource === dataSource && profile.symbol === symbol
+              );
+            }
+          );
+
           assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] = {
             currency,
             dataSource,
-            symbol
+            symbol,
+            name: assetProfileInImport?.name
           };
 
           continue;

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

@@ -129,7 +129,7 @@ export class OrderService {
       const assetSubClass = data.assetSubClass;
       const dataSource: DataSource = 'MANUAL';
 
-      let name: string;
+      let name: string = data.SymbolProfile.connectOrCreate.create.name;
       let symbol: string;
 
       if (
@@ -142,7 +142,7 @@ export class OrderService {
         symbol = data.SymbolProfile.connectOrCreate.create.symbol;
       } else {
         // Create custom asset profile
-        name = data.SymbolProfile.connectOrCreate.create.symbol;
+        name = name ?? data.SymbolProfile.connectOrCreate.create.symbol;
         symbol = uuidv4();
       }
 

apps/client/src/app/services/import-activities.service.ts

@@ -76,12 +76,8 @@ export class ImportActivitiesService {
         updateAccountBalance: false
       });
 
-      if (
-        dataSource === DataSource.MANUAL &&
-        !['FEE', 'INTEREST', 'LIABILITY'].includes(type)
-      ) {
+      if (dataSource === DataSource.MANUAL) {
         // Create synthetic asset profile for MANUAL data source
-        // (except for FEE, INTEREST, and LIABILITY which don't require asset profiles)
         assetProfiles.push({
           currency,
           symbol,

libs/ui/src/lib/activities-table/activities-table.component.html

@@ -143,7 +143,10 @@
             }
           </div>
         </div>
-        @if (!isUUID(element.SymbolProfile?.symbol)) {
+        @if (
+          element.SymbolProfile?.dataSource !== 'MANUAL' &&
+          !isUUID(element.SymbolProfile?.symbol)
+        ) {
           <div>
             <small class="text-muted">{{
               element.SymbolProfile?.symbol | gfSymbol