Bugfix/custom asset name rendering in import activities dialog (#5787)

* Fix custom asset name rendering in import activities dialog 

* Update changelog

CHANGELOG.md

@@ -21,6 +21,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Fixed
 
 - Fixed the style in the footer row of the accounts table
+- Fixed the rendering of names and symbols for custom assets in the import activities dialog
 
 ## 2.210.1 - 2025-10-22
 

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

@@ -539,6 +539,7 @@ export class ImportService {
             connectOrCreate: {
               create: {
                 dataSource,
+                name,
                 symbol,
                 currency: assetProfile.currency,
                 userId: dataSource === 'MANUAL' ? user.id : undefined
@@ -746,10 +747,19 @@ export class ImportService {
         if (['FEE', 'INTEREST', 'LIABILITY'].includes(type)) {
           // Skip asset profile validation for FEE, INTEREST, and LIABILITY
           // as these activity types don't require asset profiles
+          const assetProfileInImport = assetProfilesWithMarketDataDto?.find(
+            (profile) => {
+              return (
+                profile.dataSource === dataSource && profile.symbol === symbol
+              );
+            }
+          );
+
           assetProfiles[getAssetProfileIdentifier({ dataSource, symbol })] = {
             currency,
             dataSource,
-            symbol
+            symbol,
+            name: assetProfileInImport?.name
           };
 
           continue;

apps/api/src/app/order/create-order.dto.ts

@@ -44,7 +44,8 @@ export class CreateOrderDto {
   customCurrency?: string;
 
   @IsEnum(DataSource)
-  dataSource: DataSource;
+  @IsOptional() // Optional for type FEE, INTEREST, and LIABILITY (default data source is resolved in the backend)
+  dataSource?: DataSource;
 
   @IsISO8601()
   @Validate(IsAfter1970Constraint)

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

@@ -129,7 +129,7 @@ export class OrderService {
       const assetSubClass = data.assetSubClass;
       const dataSource: DataSource = 'MANUAL';
 
-      let name: string;
+      let name = data.SymbolProfile.connectOrCreate.create.name;
       let symbol: string;
 
       if (
@@ -142,7 +142,7 @@ export class OrderService {
         symbol = data.SymbolProfile.connectOrCreate.create.symbol;
       } else {
         // Create custom asset profile
-        name = data.SymbolProfile.connectOrCreate.create.symbol;
+        name = name ?? data.SymbolProfile.connectOrCreate.create.symbol;
         symbol = uuidv4();
       }
 

apps/client/src/app/services/import-activities.service.ts

@@ -76,12 +76,8 @@ export class ImportActivitiesService {
         updateAccountBalance: false
       });
 
-      if (
-        dataSource === DataSource.MANUAL &&
-        !['FEE', 'INTEREST', 'LIABILITY'].includes(type)
-      ) {
+      if (dataSource === DataSource.MANUAL) {
         // Create synthetic asset profile for MANUAL data source
-        // (except for FEE, INTEREST, and LIABILITY which don't require asset profiles)
         assetProfiles.push({
           currency,
           symbol,

libs/ui/src/lib/activities-table/activities-table.component.html

@@ -143,7 +143,10 @@
             }
           </div>
         </div>
-        @if (!isUUID(element.SymbolProfile?.symbol)) {
+        @if (
+          element.SymbolProfile?.dataSource !== 'MANUAL' &&
+          !isUUID(element.SymbolProfile?.symbol)
+        ) {
           <div>
             <small class="text-muted">{{
               element.SymbolProfile?.symbol | gfSymbol