Task/add access filter and settings interfaces, update access DTOs and components for filter functionality

apps/api/src/app/access/access-filter.dto.ts

@@ -0,0 +1,40 @@
+import { DataSource } from '@prisma/client';
+import { Type } from 'class-transformer';
+import {
+  IsArray,
+  IsEnum,
+  IsOptional,
+  IsString,
+  ValidateNested
+} from 'class-validator';
+
+export class HoldingFilterDto {
+  @IsEnum(DataSource)
+  dataSource: DataSource;
+
+  @IsString()
+  symbol: string;
+}
+
+export class AccessFilterDto {
+  @IsArray()
+  @IsOptional()
+  @IsString({ each: true })
+  accountIds?: string[];
+
+  @IsArray()
+  @IsOptional()
+  @IsString({ each: true })
+  assetClasses?: string[];
+
+  @IsArray()
+  @IsOptional()
+  @ValidateNested({ each: true })
+  @Type(() => HoldingFilterDto)
+  holdings?: HoldingFilterDto[];
+
+  @IsArray()
+  @IsOptional()
+  @IsString({ each: true })
+  tagIds?: string[];
+}

apps/api/src/app/access/access-settings.interface.ts

@@ -0,0 +1 @@
+export type { AccessSettings } from '@ghostfolio/common/interfaces';

apps/api/src/app/access/access.controller.ts

@@ -22,6 +22,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { Access as AccessModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+import { AccessSettings } from './access-settings.interface';
 import { AccessService } from './access.service';
 import { CreateAccessDto } from './create-access.dto';
 import { UpdateAccessDto } from './update-access.dto';
@@ -46,12 +47,19 @@ export class AccessController {
     });
 
     return accessesWithGranteeUser.map(
-      ({ alias, granteeUser, id, permissions }) => {
+      ({
+        alias,
+        granteeUser,
+        id,
+        permissions: accessPermissions,
+        settings
+      }) => {
         if (granteeUser) {
           return {
             alias,
             id,
-            permissions,
+            permissions: accessPermissions,
+            settings: settings as AccessSettings,
             grantee: granteeUser?.id,
             type: 'PRIVATE'
           };
@@ -60,7 +68,8 @@ export class AccessController {
         return {
           alias,
           id,
-          permissions,
+          permissions: accessPermissions,
+          settings: settings as AccessSettings,
           grantee: 'Public',
           type: 'PUBLIC'
         };
@@ -85,12 +94,17 @@ export class AccessController {
     }
 
     try {
+      const settings: AccessSettings = data.filter
+        ? { filter: data.filter }
+        : {};
+
       return this.accessService.createAccess({
         alias: data.alias || undefined,
         granteeUser: data.granteeUserId
           ? { connect: { id: data.granteeUserId } }
           : undefined,
         permissions: data.permissions,
+        settings: settings as any,
         user: { connect: { id: this.request.user.id } }
       });
     } catch {
@@ -152,13 +166,18 @@ export class AccessController {
     }
 
     try {
+      const settings: AccessSettings = data.filter
+        ? { filter: data.filter }
+        : {};
+
       return this.accessService.updateAccess({
         data: {
           alias: data.alias,
           granteeUser: data.granteeUserId
             ? { connect: { id: data.granteeUserId } }
             : { disconnect: true },
-          permissions: data.permissions
+          permissions: data.permissions,
+          settings: settings as any
         },
         where: { id }
       });

apps/api/src/app/access/create-access.dto.ts

@@ -1,3 +1,5 @@
+import { AccessFilter } from '@ghostfolio/common/interfaces';
+
 import { AccessPermission } from '@prisma/client';
 import { IsEnum, IsOptional, IsString, IsUUID } from 'class-validator';
 
@@ -6,6 +8,9 @@ export class CreateAccessDto {
   @IsString()
   alias?: string;
 
+  @IsOptional()
+  filter?: AccessFilter;
+
   @IsOptional()
   @IsUUID()
   granteeUserId?: string;

apps/api/src/app/access/update-access.dto.ts

@@ -1,3 +1,5 @@
+import { AccessFilter } from '@ghostfolio/common/interfaces';
+
 import { AccessPermission } from '@prisma/client';
 import { IsEnum, IsOptional, IsString, IsUUID } from 'class-validator';
 
@@ -6,6 +8,9 @@ export class UpdateAccessDto {
   @IsString()
   alias?: string;
 
+  @IsOptional()
+  filter?: AccessFilter;
+
   @IsOptional()
   @IsUUID()
   granteeUserId?: string;

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

@@ -8,7 +8,10 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration/con
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
 import { getSum } from '@ghostfolio/common/helper';
-import { PublicPortfolioResponse } from '@ghostfolio/common/interfaces';
+import {
+  AccessSettings,
+  PublicPortfolioResponse
+} from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 
 import {
@@ -61,6 +64,10 @@ export class PublicController {
       hasDetails = user.subscription.type === 'Premium';
     }
 
+    // Get filter configuration from access settings
+    const accessSettings = (access.settings ?? {}) as AccessSettings;
+    const filter = accessSettings.filter;
+
     const [
       { createdAt, holdings, markets },
       { performance: performance1d },
@@ -81,6 +88,48 @@ export class PublicController {
       })
     ]);
 
+    // Apply filter to holdings if configured
+    let filteredHoldings = holdings;
+    if (filter) {
+      filteredHoldings = Object.fromEntries(
+        Object.entries(holdings).filter(([, holding]) => {
+          // Filter by asset class
+          if (
+            filter.assetClasses &&
+            filter.assetClasses.length > 0 &&
+            !filter.assetClasses.includes(holding.assetClass)
+          ) {
+            return false;
+          }
+
+          // Filter by specific holdings (symbol + dataSource)
+          if (filter.holdings && filter.holdings.length > 0) {
+            const matchesHolding = filter.holdings.some(
+              (h) =>
+                h.symbol === holding.symbol &&
+                h.dataSource === holding.dataSource
+            );
+            if (!matchesHolding) {
+              return false;
+            }
+          }
+
+          // Filter by tags - check if holding has at least one of the filtered tags
+          if (filter.tagIds && filter.tagIds.length > 0) {
+            const holdingTagIds = holding.tags?.map((tag) => tag.id) ?? [];
+            const hasMatchingTag = filter.tagIds.some((tagId) =>
+              holdingTagIds.includes(tagId)
+            );
+            if (!hasMatchingTag) {
+              return false;
+            }
+          }
+
+          return true;
+        })
+      );
+    }
+
     const { activities } = await this.orderService.getOrders({
       includeDrafts: false,
       sortColumn: 'date',
@@ -92,12 +141,20 @@ export class PublicController {
       withExcludedAccountsAndActivities: false
     });
 
+    // Filter activities by account if filter is configured
+    let filteredActivities = activities;
+    if (filter?.accountIds && filter.accountIds.length > 0) {
+      filteredActivities = activities.filter((activity) =>
+        filter.accountIds.includes(activity.accountId)
+      );
+    }
+
     // Experimental
     const latestActivities = this.configurationService.get(
       'ENABLE_FEATURE_SUBSCRIPTION'
     )
       ? []
-      : activities.map(
+      : filteredActivities.map(
           ({
             currency,
             date,
@@ -151,19 +208,23 @@ export class PublicController {
     };
 
     const totalValue = getSum(
-      Object.values(holdings).map(({ currency, marketPrice, quantity }) => {
+      Object.values(filteredHoldings).map(
-        return new Big(
+        ({ currency, marketPrice, quantity }) => {
-          this.exchangeRateDataService.toCurrency(
+          return new Big(
-            quantity * marketPrice,
+            this.exchangeRateDataService.toCurrency(
-            currency,
+              quantity * marketPrice,
-            this.request.user?.settings?.settings.baseCurrency ??
+              currency,
-              DEFAULT_CURRENCY
+              this.request.user?.settings?.settings.baseCurrency ??
-          )
+                DEFAULT_CURRENCY
-        );
+            )
-      })
+          );
+        }
+      )
     ).toNumber();
 
-    for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
+    for (const [symbol, portfolioPosition] of Object.entries(
+      filteredHoldings
+    )) {
       publicPortfolioResponse.holdings[symbol] = {
         allocationInPercentage:
           portfolioPosition.valueInBaseCurrency / totalValue,

apps/client/src/app/components/user-account-access/create-or-update-access-dialog/create-or-update-access-dialog.component.ts

@@ -84,7 +84,10 @@ export class GfCreateOrUpdateAccessDialogComponent
 
     this.accessForm = this.formBuilder.group({
       alias: [this.data.access.alias],
-      filter: [null],
+      filterAccount: [null],
+      filterAssetClass: [null],
+      filterHolding: [null],
+      filterTag: [null],
       granteeUserId: [
         this.data.access.grantee,
         isPublic
@@ -104,14 +107,17 @@ export class GfCreateOrUpdateAccessDialogComponent
     this.accessForm.get('type').valueChanges.subscribe((accessType) => {
       const granteeUserIdControl = this.accessForm.get('granteeUserId');
       const permissionsControl = this.accessForm.get('permissions');
-      const filterControl = this.accessForm.get('filter');
 
       if (accessType === 'PRIVATE') {
         granteeUserIdControl.setValidators([
           (control: AbstractControl) => Validators.required(control)
         ]);
         this.showFilterPanel = false;
-        filterControl.setValue(null);
+        // Limpiar los filtros
+        this.accessForm.get('filterAccount')?.setValue(null);
+        this.accessForm.get('filterAssetClass')?.setValue(null);
+        this.accessForm.get('filterHolding')?.setValue(null);
+        this.accessForm.get('filterTag')?.setValue(null);
       } else {
         granteeUserIdControl.clearValidators();
         granteeUserIdControl.setValue(null);
@@ -149,13 +155,82 @@ export class GfCreateOrUpdateAccessDialogComponent
     this.unsubscribeSubject.complete();
   }
 
+  private buildFilterObject():
+    | {
+        accountIds?: string[];
+        assetClasses?: string[];
+        holdings?: { dataSource: string; symbol: string }[];
+        tagIds?: string[];
+      }
+    | undefined {
+    const filterAccount = this.accessForm.get('filterAccount')?.value as
+      | string
+      | null;
+    const filterAssetClass = this.accessForm.get('filterAssetClass')?.value as
+      | string
+      | null;
+    const filterHolding = this.accessForm.get('filterHolding')?.value as
+      | string
+      | null;
+    const filterTag = this.accessForm.get('filterTag')?.value as string | null;
+
+    // Solo retornar filtro si hay al menos un campo con valor
+    if (!filterAccount && !filterAssetClass && !filterHolding && !filterTag) {
+      return undefined;
+    }
+
+    const filter: {
+      accountIds?: string[];
+      assetClasses?: string[];
+      holdings?: { dataSource: string; symbol: string }[];
+      tagIds?: string[];
+    } = {};
+
+    if (filterAccount) {
+      filter.accountIds = [filterAccount];
+    }
+
+    if (filterAssetClass) {
+      filter.assetClasses = [filterAssetClass];
+    }
+
+    if (filterHolding) {
+      // Buscar el holding seleccionado para obtener dataSource y symbol
+      const holding = this.holdings.find((h) => h.symbol === filterHolding);
+      if (holding) {
+        filter.holdings = [
+          {
+            dataSource: holding.dataSource,
+            symbol: holding.symbol
+          }
+        ];
+      }
+    }
+
+    if (filterTag) {
+      filter.tagIds = [filterTag];
+    }
+
+    return filter;
+  }
+
   private loadFilterData() {
+    const existingFilter = this.data.access.settings?.filter;
+
     // Cargar cuentas
     this.dataService
       .fetchAccounts()
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((response) => {
         this.accounts = response.accounts;
+
+        // Si existe un filtro de cuenta, establecerlo
+        if (existingFilter?.accountIds?.[0]) {
+          this.accessForm
+            .get('filterAccount')
+            ?.setValue(existingFilter.accountIds[0]);
+        }
+
         this.changeDetectorRef.markForCheck();
       });
 
@@ -179,6 +254,20 @@ export class GfCreateOrUpdateAccessDialogComponent
             label: ac,
             type: 'ASSET_CLASS' as const
           }));
+
+          // Si existe un filtro de asset class, establecerlo
+          if (existingFilter?.assetClasses?.[0]) {
+            this.accessForm
+              .get('filterAssetClass')
+              ?.setValue(existingFilter.assetClasses[0]);
+          }
+
+          // Si existe un filtro de holding, establecerlo
+          if (existingFilter?.holdings?.[0]?.symbol) {
+            this.accessForm
+              .get('filterHolding')
+              ?.setValue(existingFilter.holdings[0].symbol);
+          }
         }
         this.changeDetectorRef.markForCheck();
       });
@@ -193,13 +282,23 @@ export class GfCreateOrUpdateAccessDialogComponent
           label: tag.name,
           type: 'TAG' as const
         }));
+
+        // Si existe un filtro de tag, establecerlo
+        if (existingFilter?.tagIds?.[0]) {
+          this.accessForm.get('filterTag')?.setValue(existingFilter.tagIds[0]);
+        }
+
         this.changeDetectorRef.markForCheck();
       });
   }
 
   private async createAccess() {
+    // Construir el objeto filter si estamos en modo PUBLIC
+    const filter = this.showFilterPanel ? this.buildFilterObject() : undefined;
+
     const access: CreateAccessDto = {
       alias: this.accessForm.get('alias')?.value as string,
+      filter: filter,
       granteeUserId: this.accessForm.get('granteeUserId')?.value as string,
       permissions: [
         this.accessForm.get('permissions')?.value as AccessPermission
@@ -236,8 +335,12 @@ export class GfCreateOrUpdateAccessDialogComponent
   }
 
   private async updateAccess() {
+    // Construir el objeto filter si estamos en modo PUBLIC
+    const filter = this.showFilterPanel ? this.buildFilterObject() : undefined;
+
     const access: UpdateAccessDto = {
       alias: this.accessForm.get('alias')?.value as string,
+      filter: filter,
       granteeUserId: this.accessForm.get('granteeUserId')?.value as string,
       id: this.data.access.id,
       permissions: [

apps/client/src/app/components/user-account-access/user-account-access.component.ts

@@ -226,6 +226,7 @@ export class GfUserAccountAccessComponent implements OnDestroy, OnInit {
           id: access.id,
           grantee: access.grantee === 'Public' ? null : access.grantee,
           permissions: access.permissions,
+          settings: access.settings,
           type: access.type
         }
       },

libs/common/src/lib/interfaces/access.interface.ts

@@ -2,10 +2,22 @@ import { AccessType } from '@ghostfolio/common/types';
 
 import { AccessPermission } from '@prisma/client';
 
+export interface AccessFilter {
+  accountIds?: string[];
+  assetClasses?: string[];
+  holdings?: { dataSource: string; symbol: string }[];
+  tagIds?: string[];
+}
+
+export interface AccessSettings {
+  filter?: AccessFilter;
+}
+
 export interface Access {
   alias?: string;
   grantee?: string;
   id: string;
   permissions: AccessPermission[];
+  settings?: AccessSettings;
   type: AccessType;
 }

libs/common/src/lib/interfaces/index.ts

@@ -1,4 +1,4 @@
-import type { Access } from './access.interface';
+import type { Access, AccessFilter, AccessSettings } from './access.interface';
 import type { AccountBalance } from './account-balance.interface';
 import type { AdminData } from './admin-data.interface';
 import type { AdminJobs } from './admin-jobs.interface';
@@ -79,6 +79,8 @@ import type { XRayRulesSettings } from './x-ray-rules-settings.interface';
 
 export {
   Access,
+  AccessFilter,
+  AccessSettings,
   AccessTokenResponse,
   AccountBalance,
   AccountBalancesResponse,