Merge branch 'main' of github.com:ghostfolio/ghostfolio

* Support filters in AI prompt API

* 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 for filtering in the _Copy AI prompt to clipboard_ actions on the analysis page (experimental)
+
 ### Changed
 
 - Improved the symbol validation in the _Yahoo Finance_ service (get asset profiles)
@@ -15,6 +19,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ### Fixed
 
 - Fixed an issue in the activities import functionality related to the account balances
+- Changed client-side dates to be sent in UTC format to ensure date consistency
+  - Benchmark endpoint
+  - Exchange rate endpoint
 
 ## 2.146.0 - 2025-03-15
 

apps/api/src/app/endpoints/ai/ai.controller.ts

@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import {
   DEFAULT_CURRENCY,
   DEFAULT_LANGUAGE_CODE
@@ -8,7 +9,14 @@ import { AiPromptResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types';
 
-import { Controller, Get, Inject, Param, UseGuards } from '@nestjs/common';
+import {
+  Controller,
+  Get,
+  Inject,
+  Param,
+  Query,
+  UseGuards
+} from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
@@ -18,6 +26,7 @@ import { AiService } from './ai.service';
 export class AiController {
   public constructor(
     private readonly aiService: AiService,
+    private readonly apiService: ApiService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
@@ -25,9 +34,23 @@ export class AiController {
   @HasPermission(permissions.readAiPrompt)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getPrompt(
-    @Param('mode') mode: AiPromptMode
+    @Param('mode') mode: AiPromptMode,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
+    @Query('symbol') filterBySymbol?: string,
+    @Query('tags') filterByTags?: string
   ): Promise<AiPromptResponse> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
+      filterByTags
+    });
+
     const prompt = await this.aiService.getPrompt({
+      filters,
       mode,
       impersonationId: undefined,
       languageCode:

apps/api/src/app/endpoints/ai/ai.module.ts

@@ -7,6 +7,7 @@ import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.servic
 import { RulesService } from '@ghostfolio/api/app/portfolio/rules.service';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
+import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.module';
@@ -25,6 +26,7 @@ import { AiService } from './ai.service';
 @Module({
   controllers: [AiController],
   imports: [
+    ApiModule,
     ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,

apps/api/src/app/endpoints/ai/ai.service.ts

@@ -1,4 +1,5 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import type { AiPromptMode } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -8,12 +9,14 @@ export class AiService {
   public constructor(private readonly portfolioService: PortfolioService) {}
 
   public async getPrompt({
+    filters,
     impersonationId,
     languageCode,
     mode,
     userCurrency,
     userId
   }: {
+    filters?: Filter[];
     impersonationId: string;
     languageCode: string;
     mode: AiPromptMode;
@@ -21,6 +24,7 @@ export class AiService {
     userId: string;
   }) {
     const { holdings } = await this.portfolioService.getDetails({
+      filters,
       impersonationId,
       userId
     });

apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@@ -190,7 +190,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     }
 
     this.dataService
-      .fetchPrompt(mode)
+      .fetchPrompt({
+        mode,
+        filters: this.userService.getFilters()
+      })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ prompt }) => {
         this.clipboard.copy(prompt);

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

@@ -8,7 +8,6 @@ import {
   PROPERTY_API_KEY_GHOSTFOLIO
 } from '@ghostfolio/common/config';
 import { DEFAULT_PAGE_SIZE } from '@ghostfolio/common/config';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
   AdminData,
@@ -25,7 +24,6 @@ import { Injectable } from '@angular/core';
 import { SortDirection } from '@angular/material/sort';
 import { DataSource, MarketData, Platform } from '@prisma/client';
 import { JobStatus } from 'bull';
-import { format } from 'date-fns';
 import { switchMap } from 'rxjs';
 
 import { environment } from '../../environments/environment';
@@ -186,19 +184,8 @@ export class AdminService {
     );
   }
 
-  public gatherSymbol({
-    dataSource,
-    date,
-    symbol
-  }: AssetProfileIdentifier & {
-    date?: Date;
-  }) {
-    let url = `/api/v1/admin/gather/${dataSource}/${symbol}`;
-
-    if (date) {
-      url = `${url}/${format(date, DATE_FORMAT)}`;
-    }
-
+  public gatherSymbol({ dataSource, symbol }: AssetProfileIdentifier) {
+    const url = `/api/v1/admin/gather/${dataSource}/${symbol}`;
     return this.http.post<MarketData | void>(url, {});
   }
 

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

@@ -57,6 +57,7 @@ import { translate } from '@ghostfolio/ui/i18n';
 import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { SortDirection } from '@angular/material/sort';
+import { utc } from '@date-fns/utc';
 import {
   AccountBalance,
   DataSource,
@@ -281,7 +282,7 @@ export class DataService {
     symbol: string;
   }) {
     return this.http.get<IDataProviderHistoricalResponse>(
-      `/api/v1/exchange-rate/${symbol}/${format(date, DATE_FORMAT)}`
+      `/api/v1/exchange-rate/${symbol}/${format(date, DATE_FORMAT, { in: utc })}`
     );
   }
 
@@ -363,10 +364,7 @@ export class DataService {
     }
 
     return this.http.get<BenchmarkMarketDataDetails>(
-      `/api/v1/benchmarks/${dataSource}/${symbol}/${format(
-        startDate,
-        DATE_FORMAT
-      )}`,
+      `/api/v1/benchmarks/${dataSource}/${symbol}/${format(startDate, DATE_FORMAT, { in: utc })}`,
       { params }
     );
   }
@@ -655,8 +653,18 @@ export class DataService {
     return this.http.get<PortfolioReportResponse>('/api/v1/portfolio/report');
   }
 
-  public fetchPrompt(mode: AiPromptMode) {
-    return this.http.get<AiPromptResponse>(`/api/v1/ai/prompt/${mode}`);
+  public fetchPrompt({
+    filters,
+    mode
+  }: {
+    filters?: Filter[];
+    mode: AiPromptMode;
+  }) {
+    const params = this.buildFiltersAsQueryParams({ filters });
+
+    return this.http.get<AiPromptResponse>(`/api/v1/ai/prompt/${mode}`, {
+      params
+    });
   }
 
   public fetchPublicPortfolio(aAccessId: string) {

package-lock.json

@@ -22,6 +22,7 @@
         "@angular/router": "19.2.1",
         "@angular/service-worker": "19.2.1",
         "@codewithdan/observable-store": "2.2.15",
+        "@date-fns/utc": "2.1.0",
         "@dfinity/agent": "0.15.7",
         "@dfinity/auth-client": "0.15.7",
         "@dfinity/candid": "0.15.7",
@@ -3113,6 +3114,11 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/@date-fns/utc": {
+      "version": "2.1.0",
+      "resolved": "https://registry.npmjs.org/@date-fns/utc/-/utc-2.1.0.tgz",
+      "integrity": "sha512-176grgAgU2U303rD2/vcOmNg0kGPbhzckuH1TEP2al7n0AQipZIy9P15usd2TKQCG1g+E1jX/ZVQSzs4sUDwgA=="
+    },
     "node_modules/@dfinity/agent": {
       "version": "0.15.7",
       "resolved": "https://registry.npmjs.org/@dfinity/agent/-/agent-0.15.7.tgz",

package.json

@@ -68,6 +68,7 @@
     "@angular/router": "19.2.1",
     "@angular/service-worker": "19.2.1",
     "@codewithdan/observable-store": "2.2.15",
+    "@date-fns/utc": "2.1.0",
     "@dfinity/agent": "0.15.7",
     "@dfinity/auth-client": "0.15.7",
     "@dfinity/candid": "0.15.7",