Extend import of activities with Ghostfolio AI

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

@@ -4,7 +4,7 @@ import { CustomThrottlerGuard } from '@ghostfolio/api/guards/custom-throttler.gu
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import {
-  MCP_MAX_ACTIVITIES,
+  AI_MAX_ACTIVITIES,
   THROTTLE_AI_ACTIVITIES_LIMIT,
   THROTTLE_DAILY_TTL
 } from '@ghostfolio/common/config';
@@ -132,23 +132,23 @@ describe('AiController', () => {
       expect(aiService.getActivitiesFromFile).not.toHaveBeenCalled();
     });
 
-    it(`Refuses a CSV file with more than ${MCP_MAX_ACTIVITIES} rows before a model call`, async () => {
+    it(`Refuses a CSV file with more than ${AI_MAX_ACTIVITIES} rows before a model call`, async () => {
       await expect(
         aiController.getActivitiesFromFile(
           createResponse(),
-          createCsvFile(MCP_MAX_ACTIVITIES + 1)
+          createCsvFile(AI_MAX_ACTIVITIES + 1)
         )
       ).rejects.toThrow(HttpException);
 
       expect(aiService.getActivitiesFromFile).not.toHaveBeenCalled();
 
       expect(Logger.prototype.warn).toHaveBeenCalledWith(
-        `Rejected a CSV file with ${MCP_MAX_ACTIVITIES + 1} rows`
+        `Rejected a CSV file with ${AI_MAX_ACTIVITIES + 1} rows`
       );
     });
 
-    it(`Accepts a CSV file with ${MCP_MAX_ACTIVITIES} rows`, async () => {
-      const file = createCsvFile(MCP_MAX_ACTIVITIES);
+    it(`Accepts a CSV file with ${AI_MAX_ACTIVITIES} rows`, async () => {
+      const file = createCsvFile(AI_MAX_ACTIVITIES);
 
       await aiController.getActivitiesFromFile(createResponse(), file);
 

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

@@ -10,7 +10,7 @@ import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import {
   AI_ACTIVITIES_FILE_MAXIMUM_SIZE,
   AI_ACTIVITIES_TIMEOUT,
-  MCP_MAX_ACTIVITIES,
+  AI_MAX_ACTIVITIES,
   THROTTLE_AI_ACTIVITIES_LIMIT,
   THROTTLE_DAILY_TTL
 } from '@ghostfolio/common/config';
@@ -116,14 +116,14 @@ export class AiController {
     if (mediaType === 'text/csv') {
       const dataRowCount = getDataRowCountOfCsvFile(file.buffer);
 
-      if (dataRowCount > MCP_MAX_ACTIVITIES) {
+      if (dataRowCount > AI_MAX_ACTIVITIES) {
         this.logger.warn(`Rejected a CSV file with ${dataRowCount} rows`);
 
         throw new HttpException(
           {
             error: getReasonPhrase(StatusCodes.BAD_REQUEST),
             message: [
-              `The CSV file has more than ${MCP_MAX_ACTIVITIES} rows of activities`
+              `The CSV file has more than ${AI_MAX_ACTIVITIES} rows of activities`
             ]
           },
           StatusCodes.BAD_REQUEST

apps/api/src/app/endpoints/ai/ai.schemas.spec.ts

@@ -1,5 +1,5 @@
 import {
-  MCP_MAX_ACTIVITIES,
+  AI_MAX_ACTIVITIES,
   SEARCH_QUERY_MAXIMUM_LENGTH
 } from '@ghostfolio/common/config';
 
@@ -44,7 +44,7 @@ describe('ACTIVITY_ROWS_OUTPUT', () => {
             name: 'A'.repeat(SEARCH_QUERY_MAXIMUM_LENGTH + 1)
           }),
           createActivityRow({ fee: -1, quantity: -1, unitPrice: -1 }),
-          ...Array.from({ length: MCP_MAX_ACTIVITIES }, () => {
+          ...Array.from({ length: AI_MAX_ACTIVITIES }, () => {
             return createActivityRow();
           })
         ]

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

@@ -1,4 +1,4 @@
-import { MCP_MAX_ACTIVITIES } from '@ghostfolio/common/config';
+import { AI_MAX_ACTIVITIES } from '@ghostfolio/common/config';
 
 import { Type as ActivityType } from '@prisma/client';
 import { z } from 'zod';
@@ -39,7 +39,7 @@ export const ACTIVITY_ROWS_OUTPUT = z.object({
         unitPrice: z.number().describe('The unit price of the activity')
       })
     )
-    .describe(`The activities of the file, at most ${MCP_MAX_ACTIVITIES}`)
+    .describe(`The activities of the file, at most ${AI_MAX_ACTIVITIES}`)
 });
 
 export const ROW_MATCHES_OUTPUT = z.object({

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

@@ -9,8 +9,8 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration/con
 import { PortfolioTableService } from '@ghostfolio/api/services/portfolio-table/portfolio-table.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
+  AI_MAX_ACTIVITIES,
   DEFAULT_LOCALE,
-  MCP_MAX_ACTIVITIES,
   NON_INVESTMENT_ACTIVITY_TYPES,
   PROPERTY_API_KEY_OPENROUTER,
   PROPERTY_OPENROUTER_MODEL,
@@ -299,7 +299,7 @@ export class AiService {
         'For an interest or a liability, give 1 as quantity and the amount as unit price.',
         'For a fee which is not part of a buy or a sell, give 0 as quantity, 0 as unit price and the amount as fee.',
         `If the format of a date or of a number is ambiguous and the file gives no other hint, read it as in the locale ${locale}.`,
-        `Give at most ${MCP_MAX_ACTIVITIES} rows.`
+        `Give at most ${AI_MAX_ACTIVITIES} rows.`
       ].join('\n'),
       maxOutputTokens: AiService.VISION_MAXIMUM_OUTPUT_TOKEN_COUNT,
       messages: [{ content, role: 'user' }],
@@ -333,7 +333,7 @@ export class AiService {
       `Read ${output.rows.length} rows from a file in ${this.getSecondsSince(startTime)} seconds with ${totalUsage.totalTokens} tokens for ${this.getCost(steps)} USD`
     );
 
-    return output.rows.slice(0, MCP_MAX_ACTIVITIES);
+    return output.rows.slice(0, AI_MAX_ACTIVITIES);
   }
 
   public async getPrompt({

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.component.ts

@@ -2,8 +2,8 @@ import { GfFileDropDirective } from '@ghostfolio/client/directives/file-drop/fil
 import { ImportActivitiesService } from '@ghostfolio/client/services/import-activities.service';
 import {
   AI_ACTIVITIES_FILE_MAXIMUM_SIZE,
-  DEFAULT_DATE_RANGE,
-  MCP_MAX_ACTIVITIES
+  AI_MAX_ACTIVITIES,
+  DEFAULT_DATE_RANGE
 } from '@ghostfolio/common/config';
 import {
   CreateAccountWithBalancesDto,
@@ -133,7 +133,7 @@ export class GfImportActivitiesDialogComponent {
   protected isGhostfolioAiEnabled = false;
   protected isLoading = false;
   protected isMaxActivitiesOfGhostfolioAiReached = false;
-  protected readonly maxActivitiesOfGhostfolioAi = MCP_MAX_ACTIVITIES;
+  protected readonly maxActivitiesOfGhostfolioAi = AI_MAX_ACTIVITIES;
   protected mode: 'DIVIDEND';
   protected pageIndex = 0;
   protected readonly pageSize = 8;
@@ -387,9 +387,9 @@ export class GfImportActivitiesDialogComponent {
     if (
       fileExtension === 'csv' &&
       this.importActivitiesService.getDataRowCountOfCsv(await file.text()) >
-        MCP_MAX_ACTIVITIES
+        AI_MAX_ACTIVITIES
     ) {
-      return $localize`The CSV file has more than ${MCP_MAX_ACTIVITIES}:maxActivities: rows of activities`;
+      return $localize`The CSV file has more than ${AI_MAX_ACTIVITIES}:maxActivities: rows of activities`;
     }
 
     return undefined;
@@ -587,7 +587,7 @@ export class GfImportActivitiesDialogComponent {
           activitiesOfFile = activities;
           this.assetProfiles = assetProfiles;
           this.isMaxActivitiesOfGhostfolioAiReached =
-            activities.length + rowsWithoutMatch.length >= MCP_MAX_ACTIVITIES;
+            activities.length + rowsWithoutMatch.length >= AI_MAX_ACTIVITIES;
           this.rowsWithoutMatch = rowsWithoutMatch;
 
           return from(

apps/client/src/app/pages/portfolio/activities/import-activities-dialog/import-activities-dialog.scss

@@ -43,13 +43,6 @@
         font-size: 2.5rem;
       }
 
-      .mat-mdc-form-field {
-        .mat-mdc-progress-spinner {
-          right: 1.5rem;
-          top: calc(50% - 10px);
-        }
-      }
-
       .mat-mdc-progress-spinner {
         @include mat.progress-spinner-overrides(
           (
@@ -61,6 +54,13 @@
       }
     }
 
+    .mat-mdc-form-field {
+      .mat-mdc-progress-spinner {
+        right: 1.5rem;
+        top: calc(50% - 10px);
+      }
+    }
+
     .mat-expansion-panel {
       @include mat.expansion-overrides(
         (

libs/common/src/lib/config.ts

@@ -40,6 +40,7 @@ export const warnColorRgb = {
 
 export const AI_ACTIVITIES_FILE_MAXIMUM_SIZE = 10 * 1024 * 1024;
 export const AI_ACTIVITIES_TIMEOUT = ms('2 minutes');
+export const AI_MAX_ACTIVITIES = 25;
 
 export const ASSET_CLASS_MAPPING = new Map<AssetClass, AssetSubClass[]>([
   [AssetClass.ALTERNATIVE_INVESTMENT, [AssetSubClass.COLLECTIBLE]],