Feature/add support to edit currency of asset profile with data source manual (#2789)

* Add support to edit currency

* Update changelog

CHANGELOG.md

@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added support to edit the currency of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel
+
 ### Changed
 
 - Changed the performance calculation to a time-weighted approach

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

@@ -321,6 +321,7 @@ export class AdminService {
     assetClass,
     assetSubClass,
     comment,
+    currency,
     dataSource,
     name,
     scraperConfiguration,
@@ -331,6 +332,7 @@ export class AdminService {
       assetClass,
       assetSubClass,
       comment,
+      currency,
       dataSource,
       name,
       scraperConfiguration,

apps/api/src/app/admin/update-asset-profile.dto.ts

@@ -14,6 +14,10 @@ export class UpdateAssetProfileDto {
   @IsOptional()
   comment?: string;
 
+  @IsString()
+  @IsOptional()
+  currency?: string;
+
   @IsString()
   @IsOptional()
   name?: string;

apps/api/src/services/symbol-profile/symbol-profile.service.ts

@@ -89,6 +89,7 @@ export class SymbolProfileService {
     assetClass,
     assetSubClass,
     comment,
+    currency,
     dataSource,
     name,
     scraperConfiguration,
@@ -100,6 +101,7 @@ export class SymbolProfileService {
         assetClass,
         assetSubClass,
         comment,
+        currency,
         name,
         scraperConfiguration,
         symbolMapping

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

@@ -15,6 +15,7 @@ import { DataService } from '@ghostfolio/client/services/data.service';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
   AdminMarketDataDetails,
+  Currency,
   UniqueAsset
 } from '@ghostfolio/common/interfaces';
 import { translate } from '@ghostfolio/ui/i18n';
@@ -51,6 +52,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     assetClass: new FormControl<AssetClass>(undefined),
     assetSubClass: new FormControl<AssetSubClass>(undefined),
     comment: '',
+    currency: '',
     historicalData: this.formBuilder.group({
       csvString: ''
     }),
@@ -63,6 +65,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   public countries: {
     [code: string]: { name: string; value: number };
   };
+  public currencies: Currency[] = [];
   public isBenchmark = false;
   public marketDataDetails: MarketData[] = [];
   public sectors: {
@@ -86,7 +89,13 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
   ) {}
 
   public ngOnInit(): void {
-    this.benchmarks = this.dataService.fetchInfo().benchmarks;
+    const { benchmarks, currencies } = this.dataService.fetchInfo();
+
+    this.benchmarks = benchmarks;
+    this.currencies = currencies.map((currency) => ({
+      label: currency,
+      value: currency
+    }));
 
     this.initialize();
   }
@@ -132,6 +141,7 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
           assetClass: this.assetProfile.assetClass ?? null,
           assetSubClass: this.assetProfile.assetSubClass ?? null,
           comment: this.assetProfile?.comment ?? '',
+          currency: this.assetProfile?.currency,
           historicalData: {
             csvString: AssetProfileDialog.HISTORICAL_DATA_TEMPLATE
           },
@@ -245,12 +255,15 @@ export class AssetProfileDialog implements OnDestroy, OnInit {
     } catch {}
 
     const assetProfileData: UpdateAssetProfileDto = {
+      scraperConfiguration,
+      symbolMapping,
       assetClass: this.assetProfileForm.controls['assetClass'].value,
       assetSubClass: this.assetProfileForm.controls['assetSubClass'].value,
       comment: this.assetProfileForm.controls['comment'].value ?? null,
-      name: this.assetProfileForm.controls['name'].value,
-      scraperConfiguration,
-      symbolMapping
+      currency: (<Currency>(
+        (<unknown>this.assetProfileForm.controls['currency'].value)
+      ))?.value,
+      name: this.assetProfileForm.controls['name'].value
     };
 
     this.adminService

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

@@ -183,6 +183,15 @@
         <input formControlName="name" matInput type="text" />
       </mat-form-field>
     </div>
+    <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
+      <mat-form-field appearance="outline" class="w-100 without-hint">
+        <mat-label i18n>Currency</mat-label>
+        <gf-currency-selector
+          formControlName="currency"
+          [currencies]="currencies"
+        />
+      </mat-form-field>
+    </div>
     <div *ngIf="assetProfile?.dataSource === 'MANUAL'" class="mt-3">
       <mat-form-field appearance="outline" class="w-100 without-hint">
         <mat-label i18n>Asset Class</mat-label>

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

@@ -10,6 +10,7 @@ import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
+import { GfCurrencySelectorModule } from '@ghostfolio/ui/currency-selector/currency-selector.module';
 import { GfPortfolioProportionChartModule } from '@ghostfolio/ui/portfolio-proportion-chart/portfolio-proportion-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 
@@ -21,6 +22,7 @@ import { AssetProfileDialog } from './asset-profile-dialog.component';
     CommonModule,
     FormsModule,
     GfAdminMarketDataDetailModule,
+    GfCurrencySelectorModule,
     GfPortfolioProportionChartModule,
     GfValueModule,
     MatButtonModule,

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

@@ -15,7 +15,7 @@ import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto';
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { Currency } from '@ghostfolio/common/interfaces/currency.interface';
+import { Currency } from '@ghostfolio/common/interfaces';
 import { Platform } from '@prisma/client';
 import { Observable, Subject } from 'rxjs';
 import { map, startWith } from 'rxjs/operators';

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

@@ -206,6 +206,7 @@ export class AdminService {
     assetClass,
     assetSubClass,
     comment,
+    currency,
     dataSource,
     name,
     scraperConfiguration,
@@ -218,6 +219,7 @@ export class AdminService {
         assetClass,
         assetSubClass,
         comment,
+        currency,
         name,
         scraperConfiguration,
         symbolMapping

libs/common/src/lib/interfaces/index.ts

@@ -11,6 +11,7 @@ import type { BenchmarkMarketDataDetails } from './benchmark-market-data-details
 import type { BenchmarkProperty } from './benchmark-property.interface';
 import type { Benchmark } from './benchmark.interface';
 import type { Coupon } from './coupon.interface';
+import type { Currency } from './currency.interface';
 import type { DataProviderInfo } from './data-provider-info.interface';
 import type { EnhancedSymbolProfile } from './enhanced-symbol-profile.interface';
 import type { Export } from './export.interface';
@@ -42,8 +43,8 @@ import type { PortfolioPerformanceResponse } from './responses/portfolio-perform
 import type { ScraperConfiguration } from './scraper-configuration.interface';
 import type { Statistics } from './statistics.interface';
 import type { Subscription } from './subscription.interface';
-import { SystemMessage } from './system-message.interface';
-import { TabConfiguration } from './tab-configuration.interface';
+import type { SystemMessage } from './system-message.interface';
+import type { TabConfiguration } from './tab-configuration.interface';
 import type { TimelinePosition } from './timeline-position.interface';
 import type { UniqueAsset } from './unique-asset.interface';
 import type { UserSettings } from './user-settings.interface';
@@ -63,6 +64,7 @@ export {
   BenchmarkProperty,
   BenchmarkResponse,
   Coupon,
+  Currency,
   DataProviderInfo,
   EnhancedSymbolProfile,
   Export,

libs/ui/src/lib/currency-selector/currency-selector.component.ts

@@ -16,7 +16,7 @@ import {
 } from '@angular/material/autocomplete';
 import { MatFormFieldControl } from '@angular/material/form-field';
 import { MatInput } from '@angular/material/input';
-import { Currency } from '@ghostfolio/common/interfaces/currency.interface';
+import { Currency } from '@ghostfolio/common/interfaces';
 import { AbstractMatFormField } from '@ghostfolio/ui/shared/abstract-mat-form-field';
 import { Subject } from 'rxjs';
 import { map, startWith, takeUntil } from 'rxjs/operators';