Add ability to search for indices and fix gf-symbol-autocomplete validation (#2094)

* Bugfix/Fix gf-symbol-autocomplete validation

* Feature/Add ability to search for indices

* Update changelog

CHANGELOG.md

@@ -5,6 +5,16 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## Unreleased
+
+### Added
+
+- Added the ability to add an index for benchmarks as an asset profile in the admin control panel
+
+### Fixed
+
+- Fixed an issue with the clone functionality of a transaction caused by the symbol search component
+
 ## 1.283.5 - 2023-06-25
 
 ### Added

apps/api/src/app/symbol/symbol.controller.ts

@@ -36,10 +36,12 @@ export class SymbolController {
   @UseGuards(AuthGuard('jwt'))
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async lookupSymbol(
-    @Query() { query = '' }
+    @Query('includeIndices') includeIndices: boolean = false,
+    @Query('query') query = ''
   ): Promise<{ items: LookupItem[] }> {
     try {
       return this.symbolService.lookup({
+        includeIndices,
         query: query.toLowerCase(),
         user: this.request.user
       });

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

@@ -81,9 +81,11 @@ export class SymbolService {
   }
 
   public async lookup({
+    includeIndices = false,
     query,
     user
   }: {
+    includeIndices?: boolean;
     query: string;
     user: UserWithSettings;
   }): Promise<{ items: LookupItem[] }> {
@@ -95,6 +97,7 @@ export class SymbolService {
 
     try {
       const { items } = await this.dataProviderService.search({
+        includeIndices,
         query,
         user
       });

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

@@ -114,8 +114,14 @@ export class AlphaVantageService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
-    const result = await this.alphaVantage.data.search(aQuery);
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
+    const result = await this.alphaVantage.data.search(query);
 
     return {
       items: result?.bestMatches?.map((bestMatch) => {

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

@@ -164,16 +164,17 @@ export class CoinGeckoService implements DataProviderInterface {
     return 'bitcoin';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     let items: LookupItem[] = [];
 
     try {
-      const get = bent(
-        `${this.URL}/search?query=${aQuery}`,
-        'GET',
-        'json',
-        200
-      );
+      const get = bent(`${this.URL}/search?query=${query}`, 'GET', 'json', 200);
       const { coins } = await get();
 
       items = coins.map(({ id: symbol, name }) => {

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

@@ -367,9 +367,11 @@ export class DataProviderService {
   }
 
   public async search({
+    includeIndices = false,
     query,
     user
   }: {
+    includeIndices?: boolean;
     query: string;
     user: UserWithSettings;
   }): Promise<{ items: LookupItem[] }> {
@@ -392,7 +394,12 @@ export class DataProviderService {
     }
 
     for (const dataSource of dataSources) {
-      promises.push(this.getDataProvider(DataSource[dataSource]).search(query));
+      promises.push(
+        this.getDataProvider(DataSource[dataSource]).search({
+          includeIndices,
+          query
+        })
+      );
     }
 
     const searchResults = await Promise.all(promises);

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

@@ -156,7 +156,7 @@ export class EodHistoricalDataService implements DataProviderInterface {
             return !symbol.endsWith('.FOREX');
           })
           .map((symbol) => {
-            return this.search(symbol);
+            return this.search({ query: symbol });
           })
       );
 
@@ -219,8 +219,14 @@ export class EodHistoricalDataService implements DataProviderInterface {
     return 'AAPL.US';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
-    const searchResult = await this.getSearchResult(aQuery);
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
+    const searchResult = await this.getSearchResult(query);
 
     return {
       items: searchResult

apps/api/src/services/data-provider/financial-modeling-prep/financial-modeling-prep.service.ts

@@ -143,12 +143,18 @@ export class FinancialModelingPrepService implements DataProviderInterface {
     return 'AAPL';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     let items: LookupItem[] = [];
 
     try {
       const get = bent(
-        `${this.URL}/search?query=${aQuery}&apikey=${this.apiKey}`,
+        `${this.URL}/search?query=${query}&apikey=${this.apiKey}`,
         'GET',
         'json',
         200

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

@@ -153,7 +153,13 @@ export class GoogleSheetsService implements DataProviderInterface {
     return 'INDEXSP:.INX';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     const items = await this.prismaService.symbolProfile.findMany({
       select: {
         assetClass: true,
@@ -169,14 +175,14 @@ export class GoogleSheetsService implements DataProviderInterface {
             dataSource: this.getName(),
             name: {
               mode: 'insensitive',
-              startsWith: aQuery
+              startsWith: query
             }
           },
           {
             dataSource: this.getName(),
             symbol: {
               mode: 'insensitive',
-              startsWith: aQuery
+              startsWith: query
             }
           }
         ]

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

@@ -42,5 +42,11 @@ export interface DataProviderInterface {
 
   getTestSymbol(): string;
 
-  search(aQuery: string): Promise<{ items: LookupItem[] }>;
+  search({
+    includeIndices,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }>;
 }

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

@@ -171,7 +171,13 @@ export class ManualService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     let items = await this.prismaService.symbolProfile.findMany({
       select: {
         assetClass: true,
@@ -187,14 +193,14 @@ export class ManualService implements DataProviderInterface {
             dataSource: this.getName(),
             name: {
               mode: 'insensitive',
-              startsWith: aQuery
+              startsWith: query
             }
           },
           {
             dataSource: this.getName(),
             symbol: {
               mode: 'insensitive',
-              startsWith: aQuery
+              startsWith: query
             }
           }
         ]

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

@@ -117,7 +117,13 @@ export class RapidApiService implements DataProviderInterface {
     return undefined;
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     return { items: [] };
   }
 

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

@@ -275,11 +275,23 @@ export class YahooFinanceService implements DataProviderInterface {
     return 'AAPL';
   }
 
-  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+  public async search({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }): Promise<{ items: LookupItem[] }> {
     const items: LookupItem[] = [];
 
     try {
-      const searchResult = await yahooFinance.search(aQuery);
+      const quoteTypes = ['EQUITY', 'ETF', 'FUTURE', 'MUTUALFUND'];
+
+      if (includeIndices) {
+        quoteTypes.push('INDEX');
+      }
+
+      const searchResult = await yahooFinance.search(query);
 
       const quotes = searchResult.quotes
         .filter((quote) => {
@@ -295,7 +307,7 @@ export class YahooFinanceService implements DataProviderInterface {
                   this.baseCurrency
                 )
               )) ||
-            ['EQUITY', 'ETF', 'FUTURE', 'MUTUALFUND'].includes(quoteType)
+            quoteTypes.includes(quoteType)
           );
         })
         .filter(({ quoteType, symbol }) => {

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

@@ -8,7 +8,10 @@
   <div class="flex-grow-1 py-3" mat-dialog-content>
     <mat-form-field appearance="outline" class="w-100">
       <mat-label i18n>Name, symbol or ISIN</mat-label>
-      <gf-symbol-autocomplete formControlName="searchSymbol" />
+      <gf-symbol-autocomplete
+        formControlName="searchSymbol"
+        [includeIndices]="true"
+      />
     </mat-form-field>
   </div>
   <div class="d-flex justify-content-end" mat-dialog-actions>

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

@@ -261,9 +261,21 @@ export class DataService {
     });
   }
 
-  public fetchSymbols(aQuery: string) {
+  public fetchSymbols({
+    includeIndices = false,
+    query
+  }: {
+    includeIndices?: boolean;
+    query: string;
+  }) {
+    let params = new HttpParams().set('query', query);
+
+    if (includeIndices) {
+      params = params.append('includeIndices', includeIndices);
+    }
+
     return this.http
-      .get<{ items: LookupItem[] }>(`/api/v1/symbol/lookup?query=${aQuery}`)
+      .get<{ items: LookupItem[] }>('/api/v1/symbol/lookup', { params })
       .pipe(
         map((respose) => {
           return respose.items;

libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts

@@ -50,6 +50,7 @@ export class SymbolAutocompleteComponent
   extends AbstractMatFormField<LookupItem>
   implements OnInit, OnDestroy
 {
+  @Input() private includeIndices = false;
   @Input() public isLoading = false;
 
   @ViewChild(MatInput, { static: false }) private input: MatInput;
@@ -94,7 +95,10 @@ export class SymbolAutocompleteComponent
           this.changeDetectorRef.markForCheck();
         }),
         switchMap((query: string) => {
-          return this.dataService.fetchSymbols(query);
+          return this.dataService.fetchSymbols({
+            query,
+            includeIndices: this.includeIndices
+          });
         })
       )
       .subscribe((filteredLookupItems) => {
@@ -132,7 +136,11 @@ export class SymbolAutocompleteComponent
   public ngDoCheck() {
     if (this.ngControl) {
       this.validateRequired();
-      this.validateSelection();
+
+      if (this.control.touched) {
+        this.validateSelection();
+      }
+
       this.errorState = this.ngControl.invalid && this.ngControl.touched;
       this.stateChanges.next();
     }