Feature/improve search for asset profiles with manual data source in create or update activity dialog (#4142)

* Improve search for asset profiles with MANUAL data source

* 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 search for asset profiles with `MANUAL` data source in the create or update activity dialog
 - Improved the usability of the link to manage access with a new icon
 - Improved support to import activities by `isin` in the _Yahoo Finance_ service
 - Improved the language localization for Polish (`pl`)

apps/api/src/services/data-provider/data-provider.service.ts

@@ -618,7 +618,8 @@ export class DataProviderService {
       promises.push(
         dataProviderService.search({
           includeIndices,
-          query
+          query,
+          userId: user.id
         })
       );
     }

apps/api/src/services/data-provider/interfaces/data-provider.interface.ts

@@ -79,4 +79,5 @@ export interface GetQuotesParams {
 export interface GetSearchParams {
   includeIndices?: boolean;
   query: string;
+  userId?: string;
 }

apps/api/src/services/data-provider/manual/manual.service.ts

@@ -26,7 +26,6 @@ import {
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource, SymbolProfile } from '@prisma/client';
 import * as cheerio from 'cheerio';
-import { isUUID } from 'class-validator';
 import { addDays, format, isBefore } from 'date-fns';
 import got, { Headers } from 'got';
 import * as jsonpath from 'jsonpath';
@@ -219,41 +218,48 @@ export class ManualService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search({ query }: GetSearchParams): Promise<LookupResponse> {
+  public async search({
-    let items = await this.prismaService.symbolProfile.findMany({
+    query,
+    userId
+  }: GetSearchParams): Promise<LookupResponse> {
+    const items = await this.prismaService.symbolProfile.findMany({
       select: {
         assetClass: true,
         assetSubClass: true,
         currency: true,
         dataSource: true,
         name: true,
-        symbol: true
+        symbol: true,
+        userId: true
       },
       where: {
-        OR: [
+        AND: [
           {
-            dataSource: this.getName(),
+            dataSource: this.getName()
-            name: {
-              mode: 'insensitive',
-              startsWith: query
-            }
           },
           {
-            dataSource: this.getName(),
+            OR: [
-            symbol: {
+              {
-              mode: 'insensitive',
+                name: {
-              startsWith: query
+                  mode: 'insensitive',
-            }
+                  startsWith: query
+                }
+              },
+              {
+                symbol: {
+                  mode: 'insensitive',
+                  startsWith: query
+                }
+              }
+            ]
+          },
+          {
+            OR: [{ userId }, { userId: null }]
           }
         ]
       }
     });
 
-    items = items.filter(({ symbol }) => {
-      // Remove UUID symbols (activities of type ITEM)
-      return !isUUID(symbol);
-    });
-
     return {
       items: items.map((item) => {
         return { ...item, dataProviderInfo: this.getDataProviderInfo() };

apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts

@@ -20,7 +20,6 @@ import { MatAutocompleteSelectedEvent } from '@angular/material/autocomplete';
 import { DateAdapter, MAT_DATE_LOCALE } from '@angular/material/core';
 import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
 import { AssetClass, AssetSubClass, Tag, Type } from '@prisma/client';
-import { isUUID } from 'class-validator';
 import { isAfter, isToday } from 'date-fns';
 import { EMPTY, Observable, Subject, lastValueFrom, of } from 'rxjs';
 import { catchError, delay, map, startWith, takeUntil } from 'rxjs/operators';
@@ -476,10 +475,8 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
       fee: this.activityForm.get('fee').value,
       quantity: this.activityForm.get('quantity').value,
       symbol:
-        this.activityForm.get('searchSymbol').value?.symbol === undefined ||
+        this.activityForm.get('searchSymbol')?.value?.symbol ??
-        isUUID(this.activityForm.get('searchSymbol').value?.symbol)
+        this.activityForm.get('name')?.value,
-          ? this.activityForm.get('name').value
-          : this.activityForm.get('searchSymbol').value.symbol,
       tags: this.activityForm.get('tags').value,
       type: this.activityForm.get('type').value,
       unitPrice: this.activityForm.get('unitPrice').value