diff --git a/CHANGELOG.md b/CHANGELOG.md index 432a953c0..88b90c943 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html). +## Unreleased + +### Added + +- Added a _Copy portfolio data to clipboard for AI prompt_ action to the analysis page (experimental) + ## 2.144.0 - 2025-03-06 ### Fixed diff --git a/apps/api/src/app/endpoints/ai/ai.controller.ts b/apps/api/src/app/endpoints/ai/ai.controller.ts index 981b26aa2..910abbf96 100644 --- a/apps/api/src/app/endpoints/ai/ai.controller.ts +++ b/apps/api/src/app/endpoints/ai/ai.controller.ts @@ -6,9 +6,9 @@ import { } from '@ghostfolio/common/config'; import { AiPromptResponse } from '@ghostfolio/common/interfaces'; import { permissions } from '@ghostfolio/common/permissions'; -import type { RequestWithUser } from '@ghostfolio/common/types'; +import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types'; -import { Controller, Get, Inject, UseGuards } from '@nestjs/common'; +import { Controller, Get, Inject, Param, UseGuards } from '@nestjs/common'; import { REQUEST } from '@nestjs/core'; import { AuthGuard } from '@nestjs/passport'; @@ -21,11 +21,14 @@ export class AiController { @Inject(REQUEST) private readonly request: RequestWithUser ) {} - @Get('prompt') + @Get('prompt/:mode') @HasPermission(permissions.readAiPrompt) @UseGuards(AuthGuard('jwt'), HasPermissionGuard) - public async getPrompt(): Promise { + public async getPrompt( + @Param('mode') mode: AiPromptMode + ): Promise { const prompt = await this.aiService.getPrompt({ + mode, impersonationId: undefined, languageCode: this.request.user.Settings.settings.language ?? DEFAULT_LANGUAGE_CODE, diff --git a/apps/api/src/app/endpoints/ai/ai.service.ts b/apps/api/src/app/endpoints/ai/ai.service.ts index 59dec6add..d9090d77c 100644 --- a/apps/api/src/app/endpoints/ai/ai.service.ts +++ b/apps/api/src/app/endpoints/ai/ai.service.ts @@ -1,4 +1,5 @@ import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service'; +import type { AiPromptMode } from '@ghostfolio/common/types'; import { Injectable } from '@nestjs/common'; @@ -9,11 +10,13 @@ export class AiService { public async getPrompt({ impersonationId, languageCode, + mode, userCurrency, userId }: { impersonationId: string; languageCode: string; + mode: AiPromptMode; userCurrency: string; userId: string; }) { @@ -43,6 +46,10 @@ export class AiService { ) ]; + if (mode === 'portfolio') { + return holdingsTable.join('\n'); + } + return [ `You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`, ...holdingsTable, diff --git a/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts b/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts index 5eebb42ef..28c0b9c0e 100644 --- a/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts +++ b/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts @@ -12,7 +12,7 @@ import { User } from '@ghostfolio/common/interfaces'; import { hasPermission, permissions } from '@ghostfolio/common/permissions'; -import { GroupBy } from '@ghostfolio/common/types'; +import type { AiPromptMode, GroupBy } from '@ghostfolio/common/types'; import { translate } from '@ghostfolio/ui/i18n'; import { Clipboard } from '@angular/cdk/clipboard'; @@ -142,9 +142,9 @@ export class AnalysisPageComponent implements OnDestroy, OnInit { this.fetchDividendsAndInvestments(); } - public onCopyPromptToClipboard() { + public onCopyPromptToClipboard(mode: AiPromptMode) { this.dataService - .fetchPrompt() + .fetchPrompt(mode) .pipe(takeUntil(this.unsubscribeSubject)) .subscribe(({ prompt }) => { this.clipboard.copy(prompt); diff --git a/apps/client/src/app/pages/portfolio/analysis/analysis-page.html b/apps/client/src/app/pages/portfolio/analysis/analysis-page.html index 07ffa705d..84ca54e06 100644 --- a/apps/client/src/app/pages/portfolio/analysis/analysis-page.html +++ b/apps/client/src/app/pages/portfolio/analysis/analysis-page.html @@ -16,7 +16,7 @@ + diff --git a/apps/client/src/app/services/data.service.ts b/apps/client/src/app/services/data.service.ts index 0bc4ebccc..e8d4b7826 100644 --- a/apps/client/src/app/services/data.service.ts +++ b/apps/client/src/app/services/data.service.ts @@ -46,7 +46,12 @@ import { User } from '@ghostfolio/common/interfaces'; import { filterGlobalPermissions } from '@ghostfolio/common/permissions'; -import { AccountWithValue, DateRange, GroupBy } from '@ghostfolio/common/types'; +import type { + AccountWithValue, + AiPromptMode, + DateRange, + GroupBy +} from '@ghostfolio/common/types'; import { translate } from '@ghostfolio/ui/i18n'; import { HttpClient, HttpParams } from '@angular/common/http'; @@ -650,8 +655,8 @@ export class DataService { return this.http.get('/api/v1/portfolio/report'); } - public fetchPrompt() { - return this.http.get('/api/v1/ai/prompt'); + public fetchPrompt(mode: AiPromptMode) { + return this.http.get(`/api/v1/ai/prompt/${mode}`); } public fetchPublicPortfolio(aAccessId: string) { diff --git a/libs/common/src/lib/types/ai-prompt-mode.type.ts b/libs/common/src/lib/types/ai-prompt-mode.type.ts new file mode 100644 index 000000000..00a031df0 --- /dev/null +++ b/libs/common/src/lib/types/ai-prompt-mode.type.ts @@ -0,0 +1 @@ +export type AiPromptMode = 'analysis' | 'portfolio'; diff --git a/libs/common/src/lib/types/index.ts b/libs/common/src/lib/types/index.ts index 9e8178d3c..668486a94 100644 --- a/libs/common/src/lib/types/index.ts +++ b/libs/common/src/lib/types/index.ts @@ -2,6 +2,7 @@ import type { AccessType } from './access-type.type'; import type { AccessWithGranteeUser } from './access-with-grantee-user.type'; import type { AccountWithPlatform } from './account-with-platform.type'; import type { AccountWithValue } from './account-with-value.type'; +import type { AiPromptMode } from './ai-prompt-mode.type'; import type { BenchmarkTrend } from './benchmark-trend.type'; import type { ColorScheme } from './color-scheme.type'; import type { DateRange } from './date-range.type'; @@ -24,6 +25,7 @@ export type { AccessWithGranteeUser, AccountWithPlatform, AccountWithValue, + AiPromptMode, BenchmarkTrend, ColorScheme, DateRange,