Merge remote-tracking branch 'origin/main' into feature/extend-holdings-endpoint-for-cash

CHANGELOG.md

@@ -13,6 +13,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Integrated the endpoint to get all platforms (`GET api/v1/platforms`) into the create or update account dialog
+- Extracted the scraper configuration to a dedicated tab in the asset profile details dialog of the admin control panel
+
+## 2.227.0 - 2026-01-02
+
+### Changed
+
 - Initialized the input properties in the _FIRE_ calculator
 - Removed the deprecated public _Stripe_ key
 - Upgraded `stripe` from version `18.5.0` to `20.1.0`

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

@@ -13,21 +13,5 @@
       right: 1rem;
       top: 0;
     }
-
-    .mat-expansion-panel {
-      --mat-expansion-container-background-color: transparent;
-
-      ::ng-deep {
-        .mat-expansion-panel-body {
-          padding: 0;
-        }
-      }
-
-      .mat-expansion-panel-header {
-        &:hover {
-          --mat-expansion-header-hover-state-layer-color: transparent;
-        }
-      }
-    }
   }
 }

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

@@ -38,8 +38,7 @@ import {
   Inject,
   OnDestroy,
   OnInit,
-  ViewChild,
-  signal
+  ViewChild
 } from '@angular/core';
 import {
   AbstractControl,
@@ -60,7 +59,6 @@ import {
   MatDialogModule,
   MatDialogRef
 } from '@angular/material/dialog';
-import { MatExpansionModule } from '@angular/material/expansion';
 import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
@@ -79,6 +77,7 @@ import { format } from 'date-fns';
 import { StatusCodes } from 'http-status-codes';
 import { addIcons } from 'ionicons';
 import {
+  codeSlashOutline,
   createOutline,
   ellipsisVertical,
   readerOutline,
@@ -106,7 +105,6 @@ import { AssetProfileDialogParams } from './interfaces/interfaces';
     MatButtonModule,
     MatCheckboxModule,
     MatDialogModule,
-    MatExpansionModule,
     MatInputModule,
     MatMenuModule,
     MatSelectModule,
@@ -233,8 +231,6 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
     }
   ];
 
-  public scraperConfiguationIsExpanded = signal(false);
-
   public sectors: {
     [name: string]: { name: string; value: number };
   };
@@ -255,7 +251,13 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
     private snackBar: MatSnackBar,
     private userService: UserService
   ) {
-    addIcons({ createOutline, ellipsisVertical, readerOutline, serverOutline });
+    addIcons({
+      codeSlashOutline,
+      createOutline,
+      ellipsisVertical,
+      readerOutline,
+      serverOutline
+    });
   }
 
   public get canSaveAssetProfileIdentifier() {
@@ -504,7 +506,19 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
       if (!scraperConfiguration.selector || !scraperConfiguration.url) {
         scraperConfiguration = undefined;
       }
-    } catch {}
+    } catch (error) {
+      console.error($localize`Could not parse scraper configuration`, error);
+
+      this.snackBar.open(
+        '😞 ' + $localize`Could not parse scraper configuration`,
+        undefined,
+        {
+          duration: ms('3 seconds')
+        }
+      );
+
+      return;
+    }
 
     try {
       sectors = JSON.parse(this.assetProfileForm.get('sectors').value);
@@ -538,7 +552,16 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
         object: assetProfile
       });
     } catch (error) {
-      console.error(error);
+      console.error($localize`Could not validate form`, error);
+
+      this.snackBar.open(
+        '😞 ' + $localize`Could not validate form`,
+        undefined,
+        {
+          duration: ms('3 seconds')
+        }
+      );
+
       return;
     }
 
@@ -550,8 +573,29 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
         },
         assetProfile
       )
-      .subscribe(() => {
+      .subscribe({
+        next: () => {
+          this.snackBar.open(
+            '✅ ' + $localize`Asset profile has been saved`,
+            undefined,
+            {
+              duration: ms('3 seconds')
+            }
+          );
+
           this.initialize();
+        },
+        error: (error) => {
+          console.error($localize`Could not save asset profile`, error);
+
+          this.snackBar.open(
+            '😞 ' + $localize`Could not save asset profile`,
+            undefined,
+            {
+              duration: ms('3 seconds')
+            }
+          );
+        }
       });
   }
 
@@ -702,8 +746,8 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
   }
 
   public onTriggerSubmitAssetProfileForm() {
-    if (this.assetProfileForm) {
-      this.assetProfileFormElement.nativeElement.requestSubmit();
+    if (this.assetProfileForm.valid) {
+      this.onSubmitAssetProfileForm();
     }
   }
 

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

@@ -391,24 +391,87 @@
               </mat-form-field>
             </div>
             @if (assetProfile?.dataSource === 'MANUAL') {
-              <div class="mb-3">
-                <mat-accordion class="my-3">
-                  <mat-expansion-panel
-                    class="shadow-none"
-                    [expanded]="
-                      assetProfileForm.controls.scraperConfiguration.controls
-                        .selector.value !== '' &&
-                      assetProfileForm.controls.scraperConfiguration.controls
-                        .url.value !== ''
-                    "
-                    (closed)="scraperConfiguationIsExpanded.set(false)"
-                    (opened)="scraperConfiguationIsExpanded.set(true)"
-                  >
-                    <mat-expansion-panel-header class="p-0 pr-3">
-                      <mat-panel-title class="font-weight-bold" i18n
-                        >Scraper Configuration</mat-panel-title
-                      >
-                    </mat-expansion-panel-header>
+              <div>
+                <mat-form-field appearance="outline" class="w-100">
+                  <mat-label i18n>Sectors</mat-label>
+                  <textarea
+                    cdkTextareaAutosize
+                    formControlName="sectors"
+                    matInput
+                    type="text"
+                  ></textarea>
+                </mat-form-field>
+              </div>
+              <div>
+                <mat-form-field appearance="outline" class="w-100">
+                  <mat-label i18n>Countries</mat-label>
+                  <textarea
+                    cdkTextareaAutosize
+                    formControlName="countries"
+                    matInput
+                    type="text"
+                  ></textarea>
+                </mat-form-field>
+              </div>
+            }
+            <div>
+              <mat-form-field appearance="outline" class="w-100 without-hint">
+                <mat-label i18n>Url</mat-label>
+                <input formControlName="url" matInput type="text" />
+                @if (assetProfileForm.get('url').value) {
+                  <gf-entity-logo
+                    class="mr-3"
+                    matSuffix
+                    [url]="assetProfileForm.get('url').value"
+                  />
+                }
+              </mat-form-field>
+            </div>
+            <div class="mt-3">
+              <mat-form-field appearance="outline" class="w-100">
+                <mat-label i18n>Note</mat-label>
+                <textarea
+                  cdkAutosizeMinRows="2"
+                  cdkTextareaAutosize
+                  formControlName="comment"
+                  matInput
+                  (keyup.enter)="$event.stopPropagation()"
+                ></textarea>
+              </mat-form-field>
+            </div>
+          </form>
+        </div>
+      </mat-tab>
+      <mat-tab>
+        <ng-template mat-tab-label>
+          <ion-icon name="server-outline" />
+          <div class="d-none d-sm-block ml-2" i18n>Historical Market Data</div>
+        </ng-template>
+        <div class="container mt-3 p-0">
+          <div class="no-gutters row w-100">
+            <div class="col-12">
+              <gf-historical-market-data-editor
+                [currency]="assetProfile?.currency"
+                [dataSource]="data.dataSource"
+                [dateOfFirstActivity]="assetProfile?.dateOfFirstActivity"
+                [locale]="data.locale"
+                [marketData]="marketDataItems"
+                [symbol]="data.symbol"
+                [user]="user"
+                (marketDataChanged)="onMarketDataChanged($event)"
+              />
+            </div>
+          </div>
+        </div>
+      </mat-tab>
+      @if (assetProfile?.dataSource === 'MANUAL') {
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <ion-icon name="code-slash-outline" />
+            <div class="d-none d-sm-block ml-2" i18n>Scraper Configuration</div>
+          </ng-template>
+          <div class="container mt-3 p-0">
+            <div [formGroup]="assetProfileForm">
               <div formGroupName="scraperConfiguration">
                 <div class="mt-3">
                   <mat-form-field
@@ -444,11 +507,7 @@
                     class="w-100 without-hint"
                   >
                     <mat-label i18n>Locale</mat-label>
-                          <input
-                            formControlName="locale"
-                            matInput
-                            type="text"
-                          />
+                    <input formControlName="locale" matInput type="text" />
                   </mat-form-field>
                 </div>
                 <div class="mt-3">
@@ -499,10 +558,10 @@
                     mat-flat-button
                     type="button"
                     [disabled]="
-                            assetProfileForm.controls.scraperConfiguration
-                              .controls.selector.value === '' ||
-                            assetProfileForm.controls.scraperConfiguration
-                              .controls.url.value === ''
+                      assetProfileForm.controls.scraperConfiguration.controls
+                        .selector.value === '' ||
+                      assetProfileForm.controls.scraperConfiguration.controls
+                        .url.value === ''
                     "
                     (click)="onTestMarketData()"
                   >
@@ -510,84 +569,10 @@
                   </button>
                 </div>
               </div>
-                  </mat-expansion-panel>
-                </mat-accordion>
-              </div>
-            }
-            @if (assetProfile?.dataSource === 'MANUAL') {
-              <div>
-                <mat-form-field appearance="outline" class="w-100">
-                  <mat-label i18n>Sectors</mat-label>
-                  <textarea
-                    cdkTextareaAutosize
-                    formControlName="sectors"
-                    matInput
-                    type="text"
-                  ></textarea>
-                </mat-form-field>
-              </div>
-              <div>
-                <mat-form-field appearance="outline" class="w-100">
-                  <mat-label i18n>Countries</mat-label>
-                  <textarea
-                    cdkTextareaAutosize
-                    formControlName="countries"
-                    matInput
-                    type="text"
-                  ></textarea>
-                </mat-form-field>
-              </div>
-            }
-            <div>
-              <mat-form-field appearance="outline" class="w-100 without-hint">
-                <mat-label i18n>Url</mat-label>
-                <input formControlName="url" matInput type="text" />
-                @if (assetProfileForm.get('url').value) {
-                  <gf-entity-logo
-                    class="mr-3"
-                    matSuffix
-                    [url]="assetProfileForm.get('url').value"
-                  />
-                }
-              </mat-form-field>
-            </div>
-            <div class="mt-3">
-              <mat-form-field appearance="outline" class="w-100">
-                <mat-label i18n>Note</mat-label>
-                <textarea
-                  cdkAutosizeMinRows="2"
-                  cdkTextareaAutosize
-                  formControlName="comment"
-                  matInput
-                  (keyup.enter)="$event.stopPropagation()"
-                ></textarea>
-              </mat-form-field>
-            </div>
-          </form>
-        </div>
-      </mat-tab>
-      <mat-tab>
-        <ng-template mat-tab-label>
-          <ion-icon name="server-outline" />
-          <div class="d-none d-sm-block ml-2" i18n>Historical Market Data</div>
-        </ng-template>
-        <div class="container mt-3 p-0">
-          <div class="no-gutters row w-100">
-            <div class="col-12">
-              <gf-historical-market-data-editor
-                [currency]="assetProfile?.currency"
-                [dataSource]="data.dataSource"
-                [dateOfFirstActivity]="assetProfile?.dateOfFirstActivity"
-                [locale]="data.locale"
-                [marketData]="marketDataItems"
-                [symbol]="data.symbol"
-                [user]="user"
-                (marketDataChanged)="onMarketDataChanged($event)"
-              />
-            </div>
             </div>
           </div>
         </mat-tab>
+      }
     </mat-tab-group>
   </div>
 

apps/client/src/app/pages/accounts/create-or-update-account-dialog/create-or-update-account-dialog.component.ts

@@ -59,7 +59,7 @@ export class GfCreateOrUpdateAccountDialogComponent implements OnDestroy {
   public accountForm: FormGroup;
   public currencies: string[] = [];
   public filteredPlatforms: Observable<Platform[]>;
-  public platforms: Platform[];
+  public platforms: Platform[] = [];
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -71,10 +71,8 @@ export class GfCreateOrUpdateAccountDialogComponent implements OnDestroy {
   ) {}
 
   public ngOnInit() {
-    const { currencies, platforms } = this.dataService.fetchInfo();
-
+    const { currencies } = this.dataService.fetchInfo();
     this.currencies = currencies;
-    this.platforms = platforms;
 
     this.accountForm = this.formBuilder.group({
       accountId: [{ disabled: true, value: this.data.account.id }],
@@ -83,14 +81,23 @@ export class GfCreateOrUpdateAccountDialogComponent implements OnDestroy {
       currency: [this.data.account.currency, Validators.required],
       isExcluded: [this.data.account.isExcluded],
       name: [this.data.account.name, Validators.required],
-      platformId: [
-        this.platforms.find(({ id }) => {
+      platformId: [null, this.autocompleteObjectValidator()]
+    });
+
+    this.dataService.fetchPlatforms().subscribe(({ platforms }) => {
+      this.platforms = platforms;
+
+      const selectedPlatform = this.platforms.find(({ id }) => {
         return id === this.data.account.platformId;
-        }),
-        this.autocompleteObjectValidator()
-      ]
       });
 
+      this.accountForm.patchValue(
+        {
+          platformId: selectedPlatform
+        },
+        { emitEvent: false }
+      );
+
       this.filteredPlatforms = this.accountForm
         .get('platformId')
         .valueChanges.pipe(
@@ -100,6 +107,7 @@ export class GfCreateOrUpdateAccountDialogComponent implements OnDestroy {
             return name ? this.filter(name as string) : this.platforms.slice();
           })
         );
+    });
   }
 
   public autoCompleteCheck() {

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

@@ -42,6 +42,7 @@ import {
   MarketDataDetailsResponse,
   MarketDataOfMarketsResponse,
   OAuthResponse,
+  PlatformsResponse,
   PortfolioDetails,
   PortfolioDividendsResponse,
   PortfolioHoldingResponse,
@@ -521,6 +522,10 @@ export class DataService {
     );
   }
 
+  public fetchPlatforms() {
+    return this.http.get<PlatformsResponse>('/api/v1/platforms');
+  }
+
   public fetchPortfolioDetails({
     filters,
     withMarkets = false

libs/common/src/lib/interfaces/info-item.interface.ts

@@ -18,9 +18,5 @@ export interface InfoItem {
   platforms: Platform[];
 
   statistics: Statistics;
-
-  /** @deprecated */
-  stripePublicKey?: string;
-
   subscriptionOffer?: SubscriptionOffer;
 }

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "ghostfolio",
-  "version": "2.226.0",
+  "version": "2.227.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "ghostfolio",
-      "version": "2.226.0",
+      "version": "2.227.0",
       "hasInstallScript": true,
       "license": "AGPL-3.0",
       "dependencies": {

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "2.226.0",
+  "version": "2.227.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "repository": "https://github.com/ghostfolio/ghostfolio",