Add fields to metadata and make them editable (#2453)

centrifuge · Sep 16, 2024 · 78176db · 78176db
1 parent 216f6e3
commit 78176db
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Showing 5 changed files with 57 additions and 6 deletions.
diff --git a/centrifuge-app/src/pages/IssuerCreatePool/TrancheInput.tsx b/centrifuge-app/src/pages/IssuerCreatePool/TrancheInput.tsx
@@ -158,13 +158,13 @@ export function TrancheInput({ canRemove, isUpdating }: { canRemove?: boolean; i
                 </Field>
                 {index === 0 ? (
                   <>
-                    {/* For Junior tranche, use interestRatePerSec with "Target APY" label */}
+                    {/* Only most junior tranche has target APY */}
                     <FieldWithErrorMessage
                       as={NumberInput}
                       label={<Tooltips type="targetAPY" variant="secondary" />}
                       placeholder="0.00"
                       symbol="%"
-                      name={`tranches.${index}.interestRate`}
+                      name={`tranches.${index}.targetAPY`}
                       validate={validate.interestRate}
                     />
                   </>

diff --git a/centrifuge-app/src/pages/IssuerCreatePool/index.tsx b/centrifuge-app/src/pages/IssuerCreatePool/index.tsx
@@ -115,7 +115,7 @@ export type CreatePoolValues = Omit<
   issuerShortDescription: string
   ratingAgency: string
   ratingValue: string
-  ratingReport: File | null
+  ratingReportUrl: string
 }
 
 const initialValues: CreatePoolValues = {
@@ -148,7 +148,7 @@ const initialValues: CreatePoolValues = {
 
   ratingAgency: '',
   ratingValue: '',
-  ratingReport: null,
+  ratingReportUrl: '',
 
   tranches: [createEmptyTranche('')],
   adminMultisig: {
@@ -462,6 +462,13 @@ function CreatePoolForm() {
           url: values.reportUrl,
         }
       }
+      if (values.ratingReportUrl) {
+        metadataValues.poolRating = {
+          ratingAgency: values.ratingAgency,
+          ratingValue: values.ratingValue,
+          ratingReportUrl: values.ratingReportUrl,
+        }
+      }
 
       const nonJuniorTranches = metadataValues.tranches.slice(1)
       const tranches = [

diff --git a/centrifuge-app/src/pages/IssuerPool/Configuration/Details.tsx b/centrifuge-app/src/pages/IssuerPool/Configuration/Details.tsx
@@ -20,7 +20,7 @@ import { usePool, usePoolMetadata } from '../../../utils/usePools'
 import { CreatePoolValues } from '../../IssuerCreatePool'
 import { validate } from '../../IssuerCreatePool/validate'
 
-type Values = Pick<CreatePoolValues, 'poolName' | 'poolIcon' | 'assetClass' | 'subAssetClass'> & {
+type Values = Pick<CreatePoolValues, 'poolName' | 'poolIcon' | 'assetClass' | 'subAssetClass' | 'investorType'> & {
   listed: boolean
 }
 
@@ -55,6 +55,7 @@ export function Details() {
           : 'Private credit',
       subAssetClass: metadata?.pool?.asset?.subClass ?? '',
       listed: metadata?.pool?.listed ?? false,
+      investorType: metadata?.pool?.investorType ?? '',
     }),
     [metadata, iconFile]
   )
@@ -91,6 +92,7 @@ export function Details() {
             class: values.assetClass,
             subClass: values.subAssetClass,
           },
+          investorType: values.investorType,
           listed: values.listed,
         },
         pod: {
@@ -221,7 +223,14 @@ export function Details() {
                 placeholder=""
                 disabled
               />
-
+              <FieldWithErrorMessage
+                validate={validate.poolName}
+                name="investorType"
+                as={TextInput}
+                label="Investor type"
+                placeholder="Institutional"
+                maxLength={100}
+              />
               {((isDemo && editPoolVisibility) || !isDemo) && (
                 <Field name="listed" validate={validate.assetClass}>
                   {({ field }: FieldProps) => (
@@ -245,6 +254,7 @@ export function Details() {
 
               <LabelValueStack label="Currency" value={currency} />
               <LabelValueStack label="Menu listing" value={metadata?.pool?.listed ? 'Published' : 'Not published'} />
+              <LabelValueStack label="Investor type" value={metadata?.pool?.investorType} />
             </Shelf>
           )}
         </PageSection>

diff --git a/centrifuge-app/src/pages/IssuerPool/Configuration/Issuer.tsx b/centrifuge-app/src/pages/IssuerPool/Configuration/Issuer.tsx
@@ -23,6 +23,7 @@ type Values = Pick<
   | 'issuerRepName'
   | 'issuerLogo'
   | 'issuerDescription'
+  | 'issuerShortDescription'
   | 'executiveSummary'
   | 'website'
   | 'forum'
@@ -31,6 +32,9 @@ type Values = Pick<
   | 'reportUrl'
   | 'reportAuthorName'
   | 'reportAuthorTitle'
+  | 'ratingAgency'
+  | 'ratingValue'
+  | 'ratingReportUrl'
 > & {
   reportAuthorAvatar: string | null | File
 }
@@ -54,6 +58,7 @@ export function Issuer() {
       issuerRepName: metadata?.pool?.issuer?.repName ?? '',
       issuerLogo: logoFile ?? null,
       issuerDescription: metadata?.pool?.issuer?.description ?? '',
+      issuerShortDescription: metadata?.pool?.issuer?.shortDescription ?? '',
       executiveSummary: metadata?.pool?.links?.executiveSummary ? 'executiveSummary.pdf' : ('' as any),
       website: metadata?.pool?.links?.website ?? '',
       forum: metadata?.pool?.links?.forum ?? '',
@@ -65,6 +70,9 @@ export function Issuer() {
       reportAuthorAvatar: metadata?.pool?.reports?.[0]?.author?.avatar
         ? `avatar.${metadata.pool.reports[0].author.avatar.mime?.split('/')[1]}`
         : null,
+      ratingAgency: metadata?.pool?.rating?.ratingAgency ?? '',
+      ratingValue: metadata?.pool?.rating?.ratingValue ?? '',
+      ratingReportUrl: metadata?.pool?.rating?.ratingReportUrl ?? '',
     }),
     [metadata, logoFile]
   )
@@ -110,6 +118,7 @@ export function Issuer() {
             email: values.email,
             logo:
               logoChanged && logoUri ? { uri: logoUri, mime: values.issuerLogo!.type } : oldMetadata.pool.issuer.logo,
+            shortDescription: values.issuerShortDescription,
           },
           links: {
             executiveSummary: execSummaryUri
@@ -119,6 +128,11 @@ export function Issuer() {
             website: values.website,
           },
           details: values.details,
+          rating: {
+            ratingAgency: values.ratingAgency,
+            ratingValue: values.ratingValue,
+            ratingReportUrl: values.ratingReportUrl,
+          },
         },
       }
 

diff --git a/centrifuge-js/src/modules/pools.ts b/centrifuge-js/src/modules/pools.ts
@@ -645,6 +645,7 @@ interface TrancheFormValues {
   interestRate: number | ''
   minRiskBuffer: number | ''
   minInvestment: number | ''
+  targetAPY?: number | ''
 }
 
 export type IssuerDetail = {
@@ -689,6 +690,11 @@ export interface PoolMetadataInput {
     authorAvatar: FileType | null
     url: string
   }
+  poolRating?: {
+    ratingAgency?: string
+    ratingValue?: string
+    ratingReportUrl?: string
+  }
 
   executiveSummary: FileType | null
   website: string
@@ -750,6 +756,11 @@ export type PoolMetadata = {
     status: PoolStatus
     listed: boolean
     reports?: PoolReport[]
+    rating?: {
+      ratingAgency?: string
+      ratingValue?: string
+      ratingReportUrl?: string
+    }
   }
   pod?: {
     indexer?: string | null
@@ -1093,8 +1104,10 @@ export function getPoolsModule(inst: Centrifuge) {
 
     const tranchesById: PoolMetadata['tranches'] = {}
     metadata.tranches.forEach((tranche, index) => {
+      const targetAPY = tranche?.targetAPY ? { targetAPY: tranche.targetAPY } : {}
       tranchesById[computeTrancheId(index, poolId)] = {
         minInitialInvestment: CurrencyBalance.fromFloat(tranche.minInvestment, currencyDecimals).toString(),
+        ...targetAPY,
       }
     })
 
@@ -1125,6 +1138,13 @@ export function getPoolsModule(inst: Centrifuge) {
         status: 'open',
         listed: metadata.listed ?? true,
         poolFees: metadata.poolFees,
+        rating: metadata.poolRating
+          ? {
+              ratingAgency: metadata.poolRating.ratingAgency,
+              ratingValue: metadata.poolRating.ratingValue,
+              ratingReportUrl: metadata.poolRating.ratingReportUrl,
+            }
+          : undefined,
         reports: metadata.poolReport
           ? [
               {