Task/improve usability of asset profile details dialog for currencies (#6406)

* Improve usability

* Update changelog

CHANGELOG.md

@@ -9,6 +9,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Improved the usability of the asset profile details dialog in the admin control panel for currencies
 - Removed the deprecated static portfolio analysis rule: _Fees_ (Fee Ratio)
 - Refactored queries in the data provider service to use Prisma’s safe query methods
 

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

@@ -470,7 +470,9 @@ export class AdminService {
     let currency: EnhancedSymbolProfile['currency'] = '-';
     let dateOfFirstActivity: EnhancedSymbolProfile['dateOfFirstActivity'];
 
-    if (isCurrency(getCurrencyFromSymbol(symbol))) {
+    const isCurrencyAssetProfile = isCurrency(getCurrencyFromSymbol(symbol));
+
+    if (isCurrencyAssetProfile) {
       currency = getCurrencyFromSymbol(symbol);
       ({ activitiesCount, dateOfFirstActivity } =
         await this.orderService.getStatisticsByCurrency(currency));
@@ -508,6 +510,8 @@ export class AdminService {
         dataSource,
         dateOfFirstActivity,
         symbol,
+        assetClass: isCurrencyAssetProfile ? AssetClass.LIQUIDITY : undefined,
+        assetSubClass: isCurrencyAssetProfile ? AssetSubClass.CASH : undefined,
         isActive: true
       }
     };

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

@@ -5,7 +5,11 @@ import {
   PROPERTY_IS_DATA_GATHERING_ENABLED
 } from '@ghostfolio/common/config';
 import { UpdateAssetProfileDto } from '@ghostfolio/common/dtos';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import {
+  DATE_FORMAT,
+  getCurrencyFromSymbol,
+  isCurrency
+} from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
   AssetClassSelectorOption,
@@ -138,7 +142,6 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
     });
 
   public assetSubClassOptions: AssetClassSelectorOption[] = [];
-
   public assetProfile: AdminMarketDataDetails['assetProfile'];
 
   public assetProfileForm = this.formBuilder.group({
@@ -180,12 +183,14 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
   );
 
   public benchmarks: Partial<SymbolProfile>[];
+  public canEditAssetProfile = true;
 
   public countries: {
     [code: string]: { name: string; value: number };
   };
 
   public currencies: string[] = [];
+
   public dateRangeOptions = [
     {
       label: $localize`Current week` + ' (' + $localize`WTD` + ')',
@@ -260,7 +265,7 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
   }
 
   public get canSaveAssetProfileIdentifier() {
-    return !this.assetProfileForm.dirty;
+    return !this.assetProfileForm.dirty && this.canEditAssetProfile;
   }
 
   public ngOnInit() {
@@ -324,6 +329,11 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
 
         this.assetClassLabel = translate(this.assetProfile?.assetClass);
         this.assetSubClassLabel = translate(this.assetProfile?.assetSubClass);
+
+        this.canEditAssetProfile = !isCurrency(
+          getCurrencyFromSymbol(this.data.symbol)
+        );
+
         this.countries = {};
 
         this.isBenchmark = this.benchmarks.some(({ id }) => {
@@ -390,6 +400,10 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
           url: this.assetProfile?.url ?? ''
         });
 
+        if (!this.canEditAssetProfile) {
+          this.assetProfileForm.disable();
+        }
+
         this.assetProfileForm.markAsPristine();
 
         this.changeDetectorRef.markForCheck();
@@ -399,7 +413,9 @@ export class GfAssetProfileDialogComponent implements OnDestroy, OnInit {
   public onCancelEditAssetProfileIdentifierMode() {
     this.isEditAssetProfileIdentifierMode = false;
 
+    if (this.canEditAssetProfile) {
       this.assetProfileForm.enable();
+    }
 
     this.assetProfileIdentifierForm.reset();
   }

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

@@ -300,6 +300,7 @@
           </div>
           <form
             #assetProfileFormElement
+            [class.d-none]="!canEditAssetProfile"
             [formGroup]="assetProfileForm"
             (keyup.enter)="assetProfileForm.valid && onSubmitAssetProfileForm()"
             (ngSubmit)="onSubmitAssetProfileForm()"
@@ -358,7 +359,9 @@
                 <mat-checkbox
                   color="primary"
                   [checked]="isBenchmark"
-                  [disabled]="isEditAssetProfileIdentifierMode"
+                  [disabled]="
+                    !canEditAssetProfile || isEditAssetProfileIdentifierMode
+                  "
                   (change)="
                     isBenchmark
                       ? onUnsetBenchmark({
@@ -581,7 +584,11 @@
       <mat-checkbox
         color="primary"
         [checked]="isDataGatheringEnabled && (assetProfile?.isActive ?? false)"
-        [disabled]="!isDataGatheringEnabled || isEditAssetProfileIdentifierMode"
+        [disabled]="
+          !canEditAssetProfile ||
+          !isDataGatheringEnabled ||
+          isEditAssetProfileIdentifierMode
+        "
         (change)="onToggleIsActive($event)"
       >
         <ng-container i18n>Data Gathering</ng-container>