Merge ec3a6ecba0 into e7e3ef601f

CHANGELOG.md

@@ -28,6 +28,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Fixed
 
+- Fixed the benchmark toggle in the asset profile details dialog to participate in the regular save flow
 - Improved the style of the activity type component
 
 ## 2.253.0 - 2026-03-06

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

@@ -0,0 +1,175 @@
+import { AdminService, DataService } from '@ghostfolio/ui/services';
+
+import { ChangeDetectorRef, DestroyRef } from '@angular/core';
+import { FormBuilder } from '@angular/forms';
+import { MatDialogRef } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import 'reflect-metadata';
+import { of } from 'rxjs';
+
+import { GfAssetProfileDialogComponent } from './asset-profile-dialog.component';
+
+(globalThis as any).$localize = (
+  strings: TemplateStringsArray,
+  ...expressions: unknown[]
+) => {
+  return strings.reduce((result, string, index) => {
+    return result + string + String(expressions[index] ?? '');
+  }, '');
+};
+
+jest.mock('@ghostfolio/common/utils', () => {
+  const actual = jest.requireActual('@ghostfolio/common/utils');
+
+  return {
+    ...actual,
+    validateObjectForForm: jest.fn().mockResolvedValue(undefined)
+  };
+});
+
+jest.mock('@ghostfolio/client/services/user/user.service', () => ({
+  UserService: class {}
+}));
+
+jest.mock(
+  '@ghostfolio/client/components/admin-market-data/admin-market-data.service',
+  () => ({
+    AdminMarketDataService: class {}
+  })
+);
+
+jest.mock('@ionic/angular/standalone', () => ({
+  IonIcon: class {}
+}));
+
+jest.mock('@ghostfolio/ui/currency-selector', () => ({
+  GfCurrencySelectorComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/entity-logo', () => ({
+  GfEntityLogoComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/historical-market-data-editor', () => ({
+  GfHistoricalMarketDataEditorComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/i18n', () => ({
+  translate: (value: string) => value
+}));
+
+jest.mock('@ghostfolio/ui/line-chart', () => ({
+  GfLineChartComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/notifications', () => ({
+  NotificationService: class {}
+}));
+
+jest.mock('@ghostfolio/ui/portfolio-proportion-chart', () => ({
+  GfPortfolioProportionChartComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/symbol-autocomplete', () => ({
+  GfSymbolAutocompleteComponent: class {}
+}));
+
+jest.mock('@ghostfolio/ui/value', () => ({
+  GfValueComponent: class {}
+}));
+
+describe('GfAssetProfileDialogComponent', () => {
+  let component: GfAssetProfileDialogComponent;
+  let adminService: jest.Mocked<AdminService>;
+  let dataService: jest.Mocked<DataService>;
+
+  beforeEach(() => {
+    adminService = {
+      patchAssetProfile: jest.fn().mockReturnValue(of(undefined))
+    } as unknown as jest.Mocked<AdminService>;
+
+    dataService = {
+      deleteBenchmark: jest.fn().mockReturnValue(of(undefined)),
+      postBenchmark: jest.fn().mockReturnValue(of(undefined)),
+      updateInfo: jest.fn()
+    } as unknown as jest.Mocked<DataService>;
+
+    component = new GfAssetProfileDialogComponent(
+      {} as never,
+      adminService,
+      { markForCheck: jest.fn() } as ChangeDetectorRef,
+      { dataSource: 'YAHOO', symbol: 'AAPL' } as never,
+      dataService,
+      {} as DestroyRef,
+      { close: jest.fn() } as MatDialogRef<GfAssetProfileDialogComponent>,
+      new FormBuilder(),
+      {} as never,
+      { open: jest.fn() } as unknown as MatSnackBar,
+      {} as never
+    );
+
+    component.assetProfile = {
+      id: 'asset-profile-id',
+      isActive: true
+    } as never;
+    component.benchmarks = [];
+
+    component.assetProfileForm.patchValue({
+      countries: '[]',
+      currency: 'USD',
+      isActive: true,
+      name: 'Apple Inc.',
+      scraperConfiguration: {
+        defaultMarketPrice: null,
+        headers: '{}',
+        locale: '',
+        mode: '',
+        selector: '',
+        url: ''
+      },
+      sectors: '[]',
+      symbolMapping: '{}',
+      url: ''
+    });
+
+    jest.spyOn(component, 'initialize').mockImplementation();
+  });
+
+  it('only updates the benchmark when the form is submitted', async () => {
+    component.assetProfileForm.get('isBenchmark')?.setValue(true);
+
+    expect(dataService.postBenchmark).not.toHaveBeenCalled();
+
+    await component.onSubmitAssetProfileForm();
+
+    expect(adminService.patchAssetProfile).toHaveBeenCalledTimes(1);
+    expect(dataService.postBenchmark).toHaveBeenCalledWith({
+      dataSource: 'YAHOO',
+      symbol: 'AAPL'
+    });
+    expect(dataService.updateInfo).toHaveBeenCalledTimes(1);
+  });
+
+  it('removes the benchmark when it is unchecked and saved', async () => {
+    component.benchmarks = [{ id: 'asset-profile-id' }];
+    component.isBenchmark = true;
+    component.assetProfileForm.get('isBenchmark')?.setValue(false);
+
+    await component.onSubmitAssetProfileForm();
+
+    expect(dataService.deleteBenchmark).toHaveBeenCalledWith({
+      dataSource: 'YAHOO',
+      symbol: 'AAPL'
+    });
+    expect(dataService.postBenchmark).not.toHaveBeenCalled();
+  });
+
+  it('does not call benchmark endpoints when the state is unchanged', async () => {
+    component.assetProfileForm.get('isBenchmark')?.setValue(false);
+
+    await component.onSubmitAssetProfileForm();
+
+    expect(dataService.postBenchmark).not.toHaveBeenCalled();
+    expect(dataService.deleteBenchmark).not.toHaveBeenCalled();
+  });
+});

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

@@ -88,8 +88,8 @@ import {
   serverOutline
 } from 'ionicons/icons';
 import ms from 'ms';
-import { EMPTY } from 'rxjs';
-import { catchError } from 'rxjs/operators';
+import { EMPTY, of } from 'rxjs';
+import { catchError, switchMap, tap } from 'rxjs/operators';
 
 import { AssetProfileDialogParams } from './interfaces/interfaces';
 
@@ -155,6 +155,7 @@ export class GfAssetProfileDialogComponent implements OnInit {
       csvString: ''
     }),
     isActive: [true],
+    isBenchmark: [false],
     name: ['', Validators.required],
     scraperConfiguration: this.formBuilder.group({
       defaultMarketPrice: null,
@@ -382,6 +383,7 @@ export class GfAssetProfileDialogComponent implements OnInit {
             csvString: GfAssetProfileDialogComponent.HISTORICAL_DATA_TEMPLATE
           },
           isActive: this.assetProfile?.isActive,
+          isBenchmark: this.isBenchmark,
           name: this.assetProfile.name ?? this.assetProfile.symbol,
           scraperConfiguration: {
             defaultMarketPrice:
@@ -459,19 +461,6 @@ export class GfAssetProfileDialogComponent implements OnInit {
     }
   }
 
-  public onSetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
-    this.dataService
-      .postBenchmark({ dataSource, symbol })
-      .pipe(takeUntilDestroyed(this.destroyRef))
-      .subscribe(() => {
-        this.dataService.updateInfo();
-
-        this.isBenchmark = true;
-
-        this.changeDetectorRef.markForCheck();
-      });
-  }
-
   public onSetEditAssetProfileIdentifierMode() {
     this.isEditAssetProfileIdentifierMode = true;
 
@@ -559,6 +548,7 @@ export class GfAssetProfileDialogComponent implements OnInit {
         scraperConfiguration as unknown as Prisma.InputJsonObject,
       url: this.assetProfileForm.get('url').value || null
     };
+    const isBenchmark = !!this.assetProfileForm.get('isBenchmark').value;
 
     try {
       await validateObjectForForm({
@@ -588,6 +578,15 @@ export class GfAssetProfileDialogComponent implements OnInit {
         },
         assetProfile
       )
+      .pipe(
+        switchMap(() => {
+          if (isBenchmark === this.isBenchmark) {
+            return of(undefined);
+          }
+
+          return this.updateBenchmark(isBenchmark);
+        })
+      )
       .subscribe({
         next: () => {
           this.snackBar.open(
@@ -742,19 +741,6 @@ export class GfAssetProfileDialogComponent implements OnInit {
     }
   }
 
-  public onUnsetBenchmark({ dataSource, symbol }: AssetProfileIdentifier) {
-    this.dataService
-      .deleteBenchmark({ dataSource, symbol })
-      .pipe(takeUntilDestroyed(this.destroyRef))
-      .subscribe(() => {
-        this.dataService.updateInfo();
-
-        this.isBenchmark = false;
-
-        this.changeDetectorRef.markForCheck();
-      });
-  }
-
   public onTriggerSubmitAssetProfileForm() {
     if (this.assetProfileForm.valid) {
       this.onSubmitAssetProfileForm();
@@ -774,4 +760,37 @@ export class GfAssetProfileDialogComponent implements OnInit {
       };
     }
   }
+
+  private updateBenchmark(isBenchmark: boolean) {
+    const benchmark$ = isBenchmark
+      ? this.dataService.postBenchmark({
+          dataSource: this.data.dataSource,
+          symbol: this.data.symbol
+        })
+      : this.dataService.deleteBenchmark({
+          dataSource: this.data.dataSource,
+          symbol: this.data.symbol
+        });
+
+    return benchmark$.pipe(
+      tap(() => {
+        this.dataService.updateInfo();
+
+        this.isBenchmark = isBenchmark;
+
+        if (this.assetProfile?.id) {
+          this.benchmarks = isBenchmark
+            ? [
+                ...this.benchmarks.filter(({ id }) => {
+                  return id !== this.assetProfile.id;
+                }),
+                { id: this.assetProfile.id }
+              ]
+            : this.benchmarks.filter(({ id }) => {
+                return id !== this.assetProfile.id;
+              });
+        }
+      })
+    );
+  }
 }

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

@@ -358,21 +358,10 @@
               <div class="w-50">
                 <mat-checkbox
                   color="primary"
-                  [checked]="isBenchmark"
+                  formControlName="isBenchmark"
                   [disabled]="
                     !canEditAssetProfile || isEditAssetProfileIdentifierMode
                   "
-                  (change)="
-                    isBenchmark
-                      ? onUnsetBenchmark({
-                          dataSource: data.dataSource,
-                          symbol: data.symbol
-                        })
-                      : onSetBenchmark({
-                          dataSource: data.dataSource,
-                          symbol: data.symbol
-                        })
-                  "
                 >
                   <ng-container i18n>Include in</ng-container>
                   <ng-container>&nbsp;</ng-container>