Feature/ auto-pad holdings table in AI prompt using tablemark

- Install tablemark dependency for improved table formatting - Refactor AiService.getPrompt to use tablemark for holdingsTable generation - Add dynamic import with fallback to manual table rendering - Add TypeScript declarations for tablemark module - Improve table alignment and readability in AI prompts
2 weeks ago · 1f3db56a8e
4 changed files with 198 additions and 448 deletions
--- a/apps/api/src/app/endpoints/ai/ai.service.ts
+++ b/apps/api/src/app/endpoints/ai/ai.service.ts
@ -1,5 +1,3 @@
-import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
-import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
  PROPERTY_API_KEY_OPENROUTER,
  PROPERTY_OPENROUTER_MODEL
@ -11,6 +9,9 @@ import { Injectable } from '@nestjs/common';
 import { createOpenRouter } from '@openrouter/ai-sdk-provider';
 import { generateText } from 'ai';

+import { PropertyService } from '../../../services/property/property.service';
+import { PortfolioService } from '../../portfolio/portfolio.service';
+
@Injectable()
 export class AiService {
  public constructor(
@ -58,34 +59,64 @@ export class AiService {
      userId
    });

-    const holdingsTable = [
-      '| Name | Symbol | Currency | Asset Class | Asset Sub Class | Allocation in Percentage |',
-      '| --- | --- | --- | --- | --- | --- |',
-      ...Object.values(holdings)
-        .sort((a, b) => {
-          return b.allocationInPercentage - a.allocationInPercentage;
-        })
-        .map(
-          ({
-            allocationInPercentage,
-            assetClass,
-            assetSubClass,
-            currency,
-            name,
-            symbol
-          }) => {
-            return `| ${name} | ${symbol} | ${currency} | ${assetClass} | ${assetSubClass} | ${(allocationInPercentage * 100).toFixed(3)}% |`;
-          }
+    // Build rows for tablemark
+    const rows = Object.values(holdings)
+      .sort((a, b) => b.allocationInPercentage - a.allocationInPercentage)
+      .map(
+        ({
+          allocationInPercentage,
+          assetClass,
+          assetSubClass,
+          currency,
+          name,
+          symbol
+        }) => {
+          return {
+            Name: name,
+            Symbol: symbol,
+            Currency: currency,
+            'Asset Class': assetClass,
+            'Asset Sub Class': assetSubClass,
+            'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%`
+          };
+        }
+      );
+
+    // Render Markdown table using tablemark, with safe fallback
+    let holdingsTableString = '';
+    try {
+      const tablemarkModule: any = await import('tablemark');
+      const tablemark = tablemarkModule?.default ?? tablemarkModule;
+      holdingsTableString = tablemark(rows, {
+        columns: [
+          { name: 'Name' },
+          { name: 'Symbol' },
+          { name: 'Currency' },
+          { name: 'Asset Class' },
+          { name: 'Asset Sub Class' },
+          { name: 'Allocation in Percentage', align: 'right' }
+        ]
+      });
+    } catch {
+      // Fallback to manual rendering if tablemark is unavailable at runtime
+      const manual = [
+        '| Name | Symbol | Currency | Asset Class | Asset Sub Class | Allocation in Percentage |',
+        '| --- | --- | --- | --- | --- | --- |',
+        ...rows.map(
+          (r) =>
+            `| ${r['Name']} | ${r['Symbol']} | ${r['Currency']} | ${r['Asset Class']} | ${r['Asset Sub Class']} | ${r['Allocation in Percentage']} |`
        )
-    ];
+      ];
+      holdingsTableString = manual.join('\n');
+    }

    if (mode === 'portfolio') {
-      return holdingsTable.join('\n');
+      return holdingsTableString;
    }

    return [
      `You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`,
-      ...holdingsTable,
+      holdingsTableString,
      'Structure your answer with these sections:',
      'Overview: Briefly summarize the portfolio’s composition and allocation rationale.',
      'Risk Assessment: Identify potential risks, including market volatility, concentration, and sectoral imbalances.',
--- a/apps/api/src/types/tablemark.d.ts
+++ b/apps/api/src/types/tablemark.d.ts
@ -0,0 +1,16 @@
+declare module 'tablemark' {
+  interface TablemarkColumnOption {
+    name: string;
+    align?: 'left' | 'center' | 'right';
+  }
+
+  interface TablemarkOptions {
+    columns?: (string | TablemarkColumnOption)[];
+  }
+
+  function tablemark(
+    rows: Record<string, unknown>[],
+    options?: TablemarkOptions
+  ): string;
+  export = tablemark;
+}
--- a/package-lock.json
+++ b/package-lock.json
@ -90,6 +90,7 @@
        "rxjs": "7.8.1",
        "stripe": "18.5.0",
        "svgmap": "2.12.2",
+        "tablemark": "^4.1.0",
        "twitter-api-v2": "1.23.0",
        "uuid": "11.1.0",
        "yahoo-finance2": "3.10.0",
@ -1753,431 +1754,6 @@
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@ -17565,6 +17141,12 @@
        "node": ">=8"
      }
    },
+    "node_modules/change-case": {
+      "version": "5.4.4",
+      "resolved": "https://registry.npmjs.org/change-case/-/change-case-5.4.4.tgz",
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+      "license": "MIT"
+    },
    "node_modules/char-regex": {
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      "resolved": "https://registry.npmjs.org/char-regex/-/char-regex-1.0.2.tgz",
@ -39046,6 +38628,117 @@
        "url": "https://opencollective.com/synckit"
      }
    },
+    "node_modules/tablemark": {
+      "version": "4.1.0",
+      "resolved": "https://registry.npmjs.org/tablemark/-/tablemark-4.1.0.tgz",
+      "integrity": "sha512-B3LDjbDo+ac+D5RwkBOPZZ6ua8716KdT+6NO3DKOCHJq0ezE6vV2r92rjrC1ci2H+ocuysl5ytf1T0QqV65yoA==",
+      "license": "MIT",
+      "dependencies": {
+        "ansi-regex": "^6.2.2",
+        "change-case": "^5.4.4",
+        "string-width": "^8.1.0",
+        "wordwrapjs": "^5.1.0",
+        "wrap-ansi": "^9.0.2"
+      },
+      "engines": {
+        "node": ">=20"
+      }
+    },
+    "node_modules/tablemark/node_modules/ansi-regex": {
+      "version": "6.2.2",
+      "resolved": "https://registry.npmjs.org/ansi-regex/-/ansi-regex-6.2.2.tgz",
+      "integrity": "sha512-Bq3SmSpyFHaWjPk8If9yc6svM8c56dB5BAtW4Qbw5jHTwwXXcTLoRMkpDJp6VL0XzlWaCHTXrkFURMYmD0sLqg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/ansi-regex?sponsor=1"
+      }
+    },
+    "node_modules/tablemark/node_modules/ansi-styles": {
+      "version": "6.2.3",
+      "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-6.2.3.tgz",
+      "integrity": "sha512-4Dj6M28JB+oAH8kFkTLUo+a2jwOFkuqb3yucU0CANcRRUbxS0cP0nZYCGjcc3BNXwRIsUVmDGgzawme7zvJHvg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/ansi-styles?sponsor=1"
+      }
+    },
+    "node_modules/tablemark/node_modules/emoji-regex": {
+      "version": "10.6.0",
+      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-10.6.0.tgz",
+      "integrity": "sha512-toUI84YS5YmxW219erniWD0CIVOo46xGKColeNQRgOzDorgBi1v4D71/OFzgD9GO2UGKIv1C3Sp8DAn0+j5w7A==",
+      "license": "MIT"
+    },
+    "node_modules/tablemark/node_modules/string-width": {
+      "version": "8.1.0",
+      "resolved": "https://registry.npmjs.org/string-width/-/string-width-8.1.0.tgz",
+      "integrity": "sha512-Kxl3KJGb/gxkaUMOjRsQ8IrXiGW75O4E3RPjFIINOVH8AMl2SQ/yWdTzWwF3FevIX9LcMAjJW+GRwAlAbTSXdg==",
+      "license": "MIT",
+      "dependencies": {
+        "get-east-asian-width": "^1.3.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=20"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "node_modules/tablemark/node_modules/strip-ansi": {
+      "version": "7.1.2",
+      "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.2.tgz",
+      "integrity": "sha512-gmBGslpoQJtgnMAvOVqGZpEz9dyoKTCzy2nfz/n8aIFhN/jCE/rCmcxabB6jOOHV+0WNnylOxaxBQPSvcWklhA==",
+      "license": "MIT",
+      "dependencies": {
+        "ansi-regex": "^6.0.1"
+      },
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/strip-ansi?sponsor=1"
+      }
+    },
+    "node_modules/tablemark/node_modules/wrap-ansi": {
+      "version": "9.0.2",
+      "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-9.0.2.tgz",
+      "integrity": "sha512-42AtmgqjV+X1VpdOfyTGOYRi0/zsoLqtXQckTmqTeybT+BDIbM/Guxo7x3pE2vtpr1ok6xRqM9OpBe+Jyoqyww==",
+      "license": "MIT",
+      "dependencies": {
+        "ansi-styles": "^6.2.1",
+        "string-width": "^7.0.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/wrap-ansi?sponsor=1"
+      }
+    },
+    "node_modules/tablemark/node_modules/wrap-ansi/node_modules/string-width": {
+      "version": "7.2.0",
+      "resolved": "https://registry.npmjs.org/string-width/-/string-width-7.2.0.tgz",
+      "integrity": "sha512-tsaTIkKW9b4N+AEj+SVA+WhJzV7/zMhcSu78mLKWSk7cXMOSHsBKFWUs0fWwq8QyK3MgJBQRX6Gbi4kYbdvGkQ==",
+      "license": "MIT",
+      "dependencies": {
+        "emoji-regex": "^10.3.0",
+        "get-east-asian-width": "^1.0.0",
+        "strip-ansi": "^7.1.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
    "node_modules/tapable": {
      "version": "2.2.2",
      "resolved": "https://registry.npmjs.org/tapable/-/tapable-2.2.2.tgz",
@ -41928,6 +41621,15 @@
        "node": ">=0.10.0"
      }
    },
+    "node_modules/wordwrapjs": {
+      "version": "5.1.1",
+      "resolved": "https://registry.npmjs.org/wordwrapjs/-/wordwrapjs-5.1.1.tgz",
+      "integrity": "sha512-0yweIbkINJodk27gX9LBGMzyQdBDan3s/dEAiwBOj+Mf0PPyWL6/rikalkv8EeD0E8jm4o5RXEOrFTP3NXbhJg==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=12.17"
+      }
+    },
    "node_modules/wrap-ansi": {
      "version": "6.2.0",
      "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-6.2.0.tgz",
--- a/package.json
+++ b/package.json
@ -136,6 +136,7 @@
    "rxjs": "7.8.1",
    "stripe": "18.5.0",
    "svgmap": "2.12.2",
+    "tablemark": "^4.1.0",
    "twitter-api-v2": "1.23.0",
    "uuid": "11.1.0",
    "yahoo-finance2": "3.10.0",