Merge branch 'main' into bugfix/date-ranges-in-time-zones-other-than-utc

CHANGELOG.md

@@ -9,11 +9,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Simplified the portfolio performance on the overview tab of the home page by hiding the currency on mobile
 - Extended the access to share the portfolio with the Model Context Protocol (MCP) to support the _View_ and the _View and manage_ permissions (experimental)
 - Improved the performance of getting the historical market data by selecting only the required columns
 
 ### Fixed
 
+- Fixed the _Copy AI prompt to clipboard_ actions on the analysis page in impersonation mode to be based on the impersonated user (experimental)
 - Fixed the start date of the date ranges for instances in time zones with a negative UTC offset
 
 ## 3.83.0 - 2026-10-10

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

@@ -1,11 +1,17 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
+import { RequiresScope } from '@ghostfolio/api/decorators/requires-scope.decorator';
 import { FilterDto } from '@ghostfolio/api/dtos/filter.dto';
-import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { AiPromptResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types';
+import { scopes } from '@ghostfolio/common/scopes';
+import type {
+  AiPromptMode,
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Controller,
@@ -13,11 +19,9 @@ import {
   Inject,
   Param,
   Query,
-  UseGuards,
   UseInterceptors
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
-import { AuthGuard } from '@nestjs/passport';
 
 import { AiService } from './ai.service';
 
@@ -31,9 +35,10 @@ export class AiController {
 
   @Get('prompt/:mode')
   @HasPermission(permissions.readAiPrompt)
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @RequiresScope(scopes.portfolioRead)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getPrompt(
+    @Impersonation() { userId, userSettings }: ImpersonationContext,
     @Param('mode') mode: AiPromptMode,
     @Query()
     { accounts, assetClasses, dataSource, symbol, tags }: FilterDto
@@ -49,9 +54,9 @@ export class AiController {
     const prompt = await this.aiService.getPrompt({
       filters,
       mode,
+      userId,
       languageCode: this.request.user.settings.settings.language,
-      userCurrency: this.request.user.settings.settings.baseCurrency,
-      userId: this.request.user.id
+      userCurrency: userSettings.baseCurrency
     });
 
     return { prompt };

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

@@ -1,6 +1,7 @@
 import { TransformDataSourceInRequestModule } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.module';
 import { ApiModule } from '@ghostfolio/api/services/api/api.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration/configuration.module';
+import { ImpersonationModule } from '@ghostfolio/api/services/impersonation/impersonation.module';
 import { PortfolioTableModule } from '@ghostfolio/api/services/portfolio-table/portfolio-table.module';
 import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 
@@ -15,6 +16,7 @@ import { AiService } from './ai.service';
   imports: [
     ApiModule,
     ConfigurationModule,
+    ImpersonationModule,
     PortfolioTableModule,
     PropertyModule,
     TransformDataSourceInRequestModule

apps/client/src/app/components/home-overview/home-overview.component.ts

@@ -106,11 +106,13 @@ export class GfHomeOverviewComponent implements OnInit {
   });
 
   protected readonly unit = computed(() => {
-    const user = this.user();
+    if (!this.showDetails()) {
+      return '%';
+    }
 
-    return this.showDetails()
-      ? (user?.settings?.baseCurrency ?? DEFAULT_CURRENCY)
-      : '%';
+    return this.deviceType() === 'mobile'
+      ? undefined
+      : (this.user()?.settings?.baseCurrency ?? DEFAULT_CURRENCY);
   });
 
   private readonly dataService = inject(DataService);

apps/client/src/app/components/portfolio-performance/portfolio-performance.component.ts

@@ -44,7 +44,7 @@ export class GfPortfolioPerformanceComponent {
     }
   });
   public readonly showDetails = input<boolean>(false);
-  public readonly unit = input.required<string>();
+  public readonly unit = input.required<string | undefined>();
 
   private readonly value =
     viewChild.required<ElementRef<HTMLSpanElement>>('value');