Task/refactor impersonation mode into guard (#7597)

* Refactor impersonation mode into guard

* Update changelog

CHANGELOG.md

@@ -11,6 +11,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Added the quantity to the accounts tab of the holding detail dialog (experimental)
 
+### Changed
+
+- Improved the performance of the _X-ray_ page by resolving the user only once per request
+- Refactored the impersonation mode to resolve the impersonated user once per request in a guard instead of in every endpoint
+- Restricted the modification of data in impersonation mode to the data of the authenticated user
+- Restricted the update of the user settings in impersonation mode to the settings of the authenticated user
+
 ### Fixed
 
 - Fixed the allocation in the accounts tab of the holding detail dialog caused by floating-point rounding
@@ -19,8 +26,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Fixed the base currency of the activities in impersonation mode to be based on the impersonated user
 - Fixed the base currency of the dividends in impersonation mode to be based on the impersonated user
 - Fixed the base currency of the user account settings in impersonation mode to be disabled
-- Fixed the benchmark selector of the performance chart on the analysis page in impersonation mode to be disabled
+- Fixed the benchmark of the performance chart in impersonation mode to be based on the authenticated user
 - Fixed the emergency fund of the _X-ray_ page in impersonation mode to be based on the impersonated user
+- Fixed the redaction of the emergency fund, projected total amount and savings rate in a restricted view
+- Fixed the rules of the _X-ray_ page to be withheld in a restricted view
 - Fixed the savings rate of the _FIRE_ calculator in impersonation mode to be presented
 - Fixed the user settings in impersonation mode to be based on the impersonated user
 - Fixed the validation of the impersonation identifier of an unknown user

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

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
@@ -26,6 +27,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AccessService } from './access.service';
 
+@AllowDuringImpersonation()
 @Controller('access')
 export class AccessController {
   public constructor(

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

@@ -1,13 +1,12 @@
 import { AccountBalanceService } from '@ghostfolio/api/app/account-balance/account-balance.service';
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
-import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 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 { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
-import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import {
   CreateAccountDto,
   TransferBalanceDto,
@@ -19,14 +18,16 @@ import {
   AccountsResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Body,
   Controller,
   Delete,
   Get,
-  Headers,
   HttpException,
   Inject,
   Param,
@@ -49,10 +50,8 @@ export class AccountController {
     private readonly accountBalanceService: AccountBalanceService,
     private readonly accountService: AccountService,
     private readonly apiService: ApiService,
-    private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
-    @Inject(REQUEST) private readonly request: RequestWithUser,
+    @Inject(REQUEST) private readonly request: RequestWithUser
-    private readonly userService: UserService
   ) {}
 
   @Delete(':id')
@@ -85,18 +84,15 @@ export class AccountController {
   }
 
   @Get()
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getAllAccounts(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId }: ImpersonationContext,
     @Query('dataSource') filterByDataSource?: string,
     @Query('query') filterBySearchQuery?: string,
     @Query('symbol') filterBySymbol?: string
   ): Promise<AccountsResponse> {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-
     const filters = this.apiService.buildFiltersFromQueryParams({
       filterByDataSource,
       filterBySearchQuery,
@@ -105,25 +101,22 @@ export class AccountController {
 
     return this.portfolioService.getAccountsWithAggregations({
       filters,
-      userId: impersonationUserId || this.request.user.id,
+      userId,
       withExcludedAccounts: true
     });
   }
 
   @Get(':id')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   public async getAccountById(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId }: ImpersonationContext,
     @Param('id') id: string
   ): Promise<AccountResponse> {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-
     const accountsWithAggregations =
       await this.portfolioService.getAccountsWithAggregations({
+        userId,
         filters: [{ id, type: 'ACCOUNT' }],
-        userId: impersonationUserId || this.request.user.id,
         withExcludedAccounts: true
       });
 
@@ -131,22 +124,16 @@ export class AccountController {
   }
 
   @Get(':id/balances')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   public async getAccountBalancesById(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId, userSettings }: ImpersonationContext,
     @Param('id') id: string
   ): Promise<AccountBalancesResponse> {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-    const userId = impersonationUserId || this.request.user.id;
-
-    const { settings } = await this.userService.user({ id: userId });
-
     return this.accountBalanceService.getAccountBalances({
       userId,
       filters: [{ id, type: 'ACCOUNT' }],
-      userCurrency: settings.settings.baseCurrency
+      userCurrency: userSettings.baseCurrency
     });
   }
 

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

@@ -1,35 +1,32 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import { isActivityInFuture } from '@ghostfolio/api/helper/activity.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { DataGatheringService } from '@ghostfolio/api/services/queues/data-gathering/data-gathering.service';
 import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
-import {
+import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
-  DATA_GATHERING_QUEUE_PRIORITY_HIGH,
-  DEFAULT_CURRENCY,
-  HEADER_KEY_IMPERSONATION
-} from '@ghostfolio/common/config';
 import { CreateOrderDto, UpdateOrderDto } from '@ghostfolio/common/dtos';
 import {
   ActivitiesResponse,
-  ActivityResponse,
+  ActivityResponse
-  UserSettings
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Body,
   Controller,
   Delete,
   Get,
-  Headers,
   HttpException,
   Inject,
   Param,
@@ -56,8 +53,6 @@ export class ActivitiesController {
     private readonly apiService: ApiService,
     private readonly dataProviderService: DataProviderService,
     private readonly dataGatheringService: DataGatheringService,
-    private readonly impersonationService: ImpersonationService,
-    private readonly prismaService: PrismaService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
@@ -66,7 +61,6 @@ export class ActivitiesController {
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async deleteActivities(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
     @Query()
     {
       accounts,
@@ -78,13 +72,6 @@ export class ActivitiesController {
       tags
     }: ActivitiesFilterDto
   ): Promise<number> {
-    if (impersonationId) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
     let endDate: Date;
     let startDate: Date;
 
@@ -133,12 +120,12 @@ export class ActivitiesController {
   }
 
   @Get()
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getAllActivities(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId, userSettings }: ImpersonationContext,
     @Query()
     {
       accounts,
@@ -171,12 +158,6 @@ export class ActivitiesController {
       filterByTags: tags
     });
 
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-    const userId = impersonationUserId || this.request.user.id;
-
-    const userCurrency = await this.getUserCurrency(impersonationUserId);
-
     const { activities, count } = await this.activitiesService.getActivities({
       endDate,
       filters,
@@ -185,10 +166,10 @@ export class ActivitiesController {
       sortDirection,
       startDate,
       take,
-      userCurrency,
       userId,
       includeDrafts: true,
       types: activityTypes,
+      userCurrency: userSettings.baseCurrency,
       withExcludedAccountsAndActivities: true
     });
 
@@ -196,23 +177,17 @@ export class ActivitiesController {
   }
 
   @Get(':id')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getActivityById(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId, userSettings }: ImpersonationContext,
     @Param('id') id: string
   ): Promise<ActivityResponse> {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-    const userId = impersonationUserId || this.request.user.id;
-
-    const userCurrency = await this.getUserCurrency(impersonationUserId);
-
     const { activities } = await this.activitiesService.getActivities({
-      userCurrency,
       userId,
       includeDrafts: true,
+      userCurrency: userSettings.baseCurrency,
       withExcludedAccountsAndActivities: true
     });
 
@@ -384,18 +359,4 @@ export class ActivitiesController {
       }
     });
   }
-
-  private async getUserCurrency(impersonationUserId: string) {
-    if (!impersonationUserId) {
-      return this.request.user.settings.settings.baseCurrency;
-    }
-
-    const settings = await this.prismaService.settings.findUnique({
-      where: { userId: impersonationUserId }
-    });
-
-    return (
-      (settings?.settings as UserSettings)?.baseCurrency ?? DEFAULT_CURRENCY
-    );
-  }
 }

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

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 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';
@@ -61,6 +62,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { AdminService } from './admin.service';
 import { PropertyKeyPipe } from './pipes/property-key.pipe';
 
+@AllowDuringImpersonation()
 @Controller('admin')
 export class AdminController {
   private readonly logger = new Logger(AdminController.name);

apps/api/src/app/admin/queue/queue.controller.ts

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { AdminJobs } from '@ghostfolio/common/interfaces';
@@ -16,6 +17,7 @@ import { JobStatus } from 'bull';
 
 import { QueueService } from './queue.service';
 
+@AllowDuringImpersonation()
 @Controller('admin/queue')
 export class QueueController {
   public constructor(private readonly queueService: QueueService) {}

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

@@ -1,5 +1,6 @@
 import { EventsModule } from '@ghostfolio/api/events/events.module';
 import { PortfolioSnapshotComputationExceptionFilter } from '@ghostfolio/api/filters/portfolio-snapshot-computation-exception.filter';
+import { ImpersonationWriteGuard } from '@ghostfolio/api/guards/impersonation-write.guard';
 import { getRedisConnectionOptions } from '@ghostfolio/api/helper/redis.helper';
 import { BullBoardAuthMiddleware } from '@ghostfolio/api/middlewares/bull-board-auth.middleware';
 import { HtmlTemplateMiddleware } from '@ghostfolio/api/middlewares/html-template.middleware';
@@ -25,7 +26,7 @@ import { ThrottlerStorageRedisService } from '@nest-lab/throttler-storage-redis'
 import { BullModule } from '@nestjs/bull';
 import { MiddlewareConsumer, Module, NestModule } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
-import { APP_FILTER } from '@nestjs/core';
+import { APP_FILTER, APP_GUARD } from '@nestjs/core';
 import { EventEmitterModule } from '@nestjs/event-emitter';
 import { ScheduleModule } from '@nestjs/schedule';
 import { ServeStaticModule } from '@nestjs/serve-static';
@@ -191,6 +192,10 @@ import { UserModule } from './user/user.module';
     {
       provide: APP_FILTER,
       useClass: PortfolioSnapshotComputationExceptionFilter
+    },
+    {
+      provide: APP_GUARD,
+      useClass: ImpersonationWriteGuard
     }
   ]
 })

apps/api/src/app/auth-device/auth-device.controller.ts

@@ -1,4 +1,5 @@
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { permissions } from '@ghostfolio/common/permissions';
@@ -16,6 +17,7 @@ import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { getReasonPhrase, StatusCodes } from 'http-status-codes';
 
+@AllowDuringImpersonation()
 @Controller('auth-device')
 export class AuthDeviceController {
   public constructor(

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

@@ -1,4 +1,5 @@
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { CustomThrottlerGuard } from '@ghostfolio/api/guards/custom-throttler.guard';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
@@ -27,6 +28,7 @@ import { getReasonPhrase, StatusCodes } from 'http-status-codes';
 
 import { AuthService } from './auth.service';
 
+@AllowDuringImpersonation()
 @Controller('auth')
 export class AuthController {
   public constructor(

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

@@ -1,4 +1,5 @@
 import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { permissions } from '@ghostfolio/common/permissions';
@@ -6,6 +7,7 @@ import { permissions } from '@ghostfolio/common/permissions';
 import { Controller, Post, UseGuards } from '@nestjs/common';
 import { AuthGuard } from '@nestjs/passport';
 
+@AllowDuringImpersonation()
 @Controller('cache')
 export class CacheController {
   public constructor(private readonly redisCacheService: RedisCacheService) {}

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

@@ -46,7 +46,6 @@ export class AiController {
     const prompt = await this.aiService.getPrompt({
       filters,
       mode,
-      impersonationId: undefined,
       languageCode: this.request.user.settings.settings.language,
       userCurrency: this.request.user.settings.settings.baseCurrency,
       userId: this.request.user.id

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

@@ -70,14 +70,12 @@ export class AiService {
 
   public async getPrompt({
     filters,
-    impersonationId,
     languageCode,
     mode,
     userCurrency,
     userId
   }: {
     filters?: Filter[];
-    impersonationId: string;
     languageCode: string;
     mode: AiPromptMode;
     userCurrency: string;
@@ -85,7 +83,6 @@ export class AiService {
   }) {
     const { holdings } = await this.portfolioService.getDetails({
       filters,
-      impersonationId,
       userId
     });
 

apps/api/src/app/endpoints/api-keys/api-keys.controller.ts

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ApiKeyService } from '@ghostfolio/api/services/api-key/api-key.service';
@@ -9,6 +10,7 @@ import { Controller, Inject, Post, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
+@AllowDuringImpersonation()
 @Controller('api-keys')
 export class ApiKeysController {
   public constructor(

apps/api/src/app/endpoints/asset-profiles/asset-profiles.controller.ts

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 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';
@@ -41,6 +42,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AssetProfilesService } from './asset-profiles.service';
 
+@AllowDuringImpersonation()
 @Controller('asset-profiles')
 export class AssetProfilesController {
   public constructor(

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

@@ -1,34 +1,33 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.service';
 import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
-import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import type {
   AssetProfileIdentifier,
   BenchmarkMarketDataDetailsResponse,
   BenchmarkResponse
 } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type { ImpersonationContext } from '@ghostfolio/common/types';
 
 import {
   Body,
   Controller,
   Delete,
   Get,
-  Headers,
   HttpException,
-  Inject,
   Param,
   Post,
   Query,
   UseGuards,
   UseInterceptors
 } from '@nestjs/common';
-import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DataSource } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@@ -36,13 +35,13 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { BenchmarksService } from './benchmarks.service';
 import { GetBenchmarkMarketDataDto } from './get-benchmark-market-data.dto';
 
+@AllowDuringImpersonation()
 @Controller('benchmarks')
 export class BenchmarksController {
   public constructor(
     private readonly apiService: ApiService,
     private readonly benchmarkService: BenchmarkService,
-    private readonly benchmarksService: BenchmarksService,
+    private readonly benchmarksService: BenchmarksService
-    @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
   @HasPermission(permissions.accessAdminControl)
@@ -112,10 +111,10 @@ export class BenchmarksController {
   }
 
   @Get(':dataSource/:symbol/:startDateString')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getBenchmarkMarketDataForUser(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId, userSettings }: ImpersonationContext,
     @Param('dataSource') dataSource: DataSource,
     @Param('startDateString') startDateString: string,
     @Param('symbol') symbol: string,
@@ -147,12 +146,12 @@ export class BenchmarksController {
       dataSource,
       endDate,
       filters,
-      impersonationId,
       startDate,
       symbol,
+      userId,
+      userSettings,
       withExcludedAccounts,
-      dateRange: range,
+      dateRange: range
-      user: this.request.user
     });
   }
 }

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

@@ -7,9 +7,10 @@ import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import {
   AssetProfileIdentifier,
   BenchmarkMarketDataDetailsResponse,
-  Filter
+  Filter,
+  UserSettings
 } from '@ghostfolio/common/interfaces';
-import { DateRange, UserWithSettings } from '@ghostfolio/common/types';
+import { DateRange } from '@ghostfolio/common/types';
 
 import { Injectable, Logger } from '@nestjs/common';
 import { format, isSameDay } from 'date-fns';
@@ -32,28 +33,26 @@ export class BenchmarksService {
     dateRange,
     endDate = new Date(),
     filters,
-    impersonationId,
     startDate,
     symbol,
-    user,
+    userId,
+    userSettings,
     withExcludedAccounts
   }: {
     dateRange: DateRange;
     endDate?: Date;
     filters?: Filter[];
-    impersonationId: string;
     startDate: Date;
-    user: UserWithSettings;
+    userId: string;
+    userSettings: UserSettings;
     withExcludedAccounts?: boolean;
   } & AssetProfileIdentifier): Promise<BenchmarkMarketDataDetailsResponse> {
     const marketData: { date: string; value: number }[] = [];
-    const userCurrency = user.settings.settings.baseCurrency;
+    const userCurrency = userSettings.baseCurrency;
-    const userId = user.id;
 
     const { chart } = await this.portfolioService.getPerformance({
       dateRange,
       filters,
-      impersonationId,
       userId,
       withExcludedAccounts
     });

apps/api/src/app/endpoints/market-data/market-data.controller.ts

@@ -1,4 +1,5 @@
 import { SymbolService } from '@ghostfolio/api/app/symbol/symbol.service';
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { MarketDataService } from '@ghostfolio/api/services/market-data/market-data.service';
@@ -27,6 +28,7 @@ import { DataSource, Prisma } from '@prisma/client';
 import { parseISO } from 'date-fns';
 import { getReasonPhrase, StatusCodes } from 'http-status-codes';
 
+@AllowDuringImpersonation()
 @Controller('market-data')
 export class MarketDataController {
   public constructor(

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

@@ -78,7 +78,6 @@ export class PublicController {
     ] = await Promise.all([
       this.portfolioService.getDetails({
         filters,
-        impersonationId: undefined,
         userId: user.id,
         withMarkets: true
       }),
@@ -86,7 +85,6 @@ export class PublicController {
         return this.portfolioService.getPerformance({
           dateRange,
           filters,
-          impersonationId: undefined,
           userId: user.id
         });
       })

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

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { TagService } from '@ghostfolio/api/services/tag/tag.service';
@@ -23,6 +24,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { Tag } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+@AllowDuringImpersonation()
 @Controller('tags')
 export class TagsController {
   public constructor(

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

@@ -1,20 +1,22 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-request/transform-data-source-in-request.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
-import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
 import { CreateWatchlistItemDto } from '@ghostfolio/common/dtos';
 import { WatchlistResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Body,
   Controller,
   Delete,
   Get,
-  Headers,
   HttpException,
   Inject,
   Param,
@@ -32,7 +34,6 @@ import { WatchlistService } from './watchlist.service';
 @Controller('watchlist')
 export class WatchlistController {
   public constructor(
-    private readonly impersonationService: ImpersonationService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly watchlistService: WatchlistService
   ) {}
@@ -81,17 +82,12 @@ export class WatchlistController {
 
   @Get()
   @HasPermission(permissions.readWatchlist)
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getWatchlistItems(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string
+    @Impersonation() { userId }: ImpersonationContext
   ): Promise<WatchlistResponse> {
-    const impersonationUserId =
+    const watchlist = await this.watchlistService.getWatchlistItems(userId);
-      await this.impersonationService.validateImpersonationId(impersonationId);
-
-    const watchlist = await this.watchlistService.getWatchlistItems(
-      impersonationUserId || this.request.user.id
-    );
 
     return {
       watchlist

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

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { CreatePlatformDto, UpdatePlatformDto } from '@ghostfolio/common/dtos';
@@ -20,6 +21,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { PlatformService } from './platform.service';
 
+@AllowDuringImpersonation()
 @Controller('platform')
 export class PlatformController {
   public constructor(private readonly platformService: PlatformService) {}

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

@@ -1,7 +1,8 @@
 import { ActivitiesService } from '@ghostfolio/api/app/activities/activities.service';
-import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import {
   hasNotDefinedValuesInObject,
   nullifyValuesInObject
@@ -12,12 +13,8 @@ import { TransformDataSourceInRequestInterceptor } from '@ghostfolio/api/interce
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { getIntervalFromDateRange } from '@ghostfolio/common/calculation-helper';
-import {
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-  HEADER_KEY_IMPERSONATION,
-  UNKNOWN_KEY
-} from '@ghostfolio/common/config';
 import { SubscriptionType } from '@ghostfolio/common/enums';
 import {
   PortfolioDetails,
@@ -33,13 +30,15 @@ import {
   isRestrictedView,
   permissions
 } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Body,
   Controller,
   Get,
-  Headers,
   HttpException,
   Inject,
   Param,
@@ -69,19 +68,17 @@ export class PortfolioController {
     private readonly activitiesService: ActivitiesService,
     private readonly apiService: ApiService,
     private readonly configurationService: ConfigurationService,
-    private readonly impersonationService: ImpersonationService,
     private readonly portfolioService: PortfolioService,
-    @Inject(REQUEST) private readonly request: RequestWithUser,
+    @Inject(REQUEST) private readonly request: RequestWithUser
-    private readonly userService: UserService
   ) {}
 
   @Get('details')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getDetails(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { accessId, userId }: ImpersonationContext,
     @Query()
     {
       accounts: filterByAccounts,
@@ -120,10 +117,9 @@ export class PortfolioController {
       summary
     } = await this.portfolioService.getDetails({
       filters,
-      impersonationId,
+      userId,
       withMarkets,
       dateRange: range,
-      userId: this.request.user.id,
       withSummary: true
     });
 
@@ -135,8 +131,8 @@ export class PortfolioController {
 
     if (
       hasReadRestrictedAccessPermission({
-        impersonationId,
+        accesses: this.request.user?.accessesGet,
-        accesses: this.request.user?.accessesGet
+        impersonationId: accessId
       }) ||
       isRestrictedView(this.request.user)
     ) {
@@ -179,8 +175,8 @@ export class PortfolioController {
     if (
       hasDetails === false ||
       hasReadRestrictedAccessPermission({
-        impersonationId,
+        accesses: this.request.user?.accessesGet,
-        accesses: this.request.user?.accessesGet
+        impersonationId: accessId
       }) ||
       isRestrictedView(this.request.user)
     ) {
@@ -323,10 +319,10 @@ export class PortfolioController {
   }
 
   @Get('dividends')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getDividends(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { accessId, userId, userSettings }: ImpersonationContext,
     @Query()
     {
       accounts,
@@ -346,12 +342,7 @@ export class PortfolioController {
       filterByTags: tags
     });
 
-    const impersonationUserId =
+    const userCurrency = userSettings.baseCurrency;
-      await this.impersonationService.validateImpersonationId(impersonationId);
-    const userId = impersonationUserId || this.request.user.id;
-
-    const { settings } = await this.userService.user({ id: userId });
-    const userCurrency = settings.settings.baseCurrency;
 
     const { endDate, startDate } = getIntervalFromDateRange({
       dateRange: range
@@ -374,8 +365,8 @@ export class PortfolioController {
 
     if (
       hasReadRestrictedAccessPermission({
-        impersonationId,
+        accesses: this.request.user?.accessesGet,
-        accesses: this.request.user?.accessesGet
+        impersonationId: accessId
       }) ||
       isRestrictedView(this.request.user)
     ) {
@@ -406,17 +397,16 @@ export class PortfolioController {
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   public async getHolding(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId }: ImpersonationContext,
     @Param('dataSource') dataSource: DataSource,
     @Param('symbol') symbol: string
   ): Promise<PortfolioHoldingResponse> {
     const holding = await this.portfolioService.getHolding({
       dataSource,
-      impersonationId,
       symbol,
-      userId: this.request.user.id
+      userId
     });
 
     if (!holding) {
@@ -430,12 +420,12 @@ export class PortfolioController {
   }
 
   @Get('holdings')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getHoldings(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { userId }: ImpersonationContext,
     @Query()
     {
       accounts,
@@ -460,19 +450,18 @@ export class PortfolioController {
 
     const holdings = await this.portfolioService.getHoldings({
       filters,
-      impersonationId,
+      userId,
-      dateRange: range,
+      dateRange: range
-      userId: this.request.user.id
     });
 
     return { holdings };
   }
 
   @Get('investments')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   public async getInvestments(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { accessId, userId }: ImpersonationContext,
     @Query()
     {
       accounts,
@@ -496,15 +485,14 @@ export class PortfolioController {
       await this.portfolioService.getInvestments({
         filters,
         groupBy,
-        impersonationId,
+        userId,
-        dateRange: range,
+        dateRange: range
-        userId: this.request.user.id
       });
 
     if (
       hasReadRestrictedAccessPermission({
-        impersonationId,
+        accesses: this.request.user?.accessesGet,
-        accesses: this.request.user?.accessesGet
+        impersonationId: accessId
       }) ||
       isRestrictedView(this.request.user)
     ) {
@@ -544,13 +532,13 @@ export class PortfolioController {
   }
 
   @Get('performance')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(PerformanceLoggingInterceptor)
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   @Version('2')
   public async getPerformanceV2(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string,
+    @Impersonation() { accessId, userId }: ImpersonationContext,
     @Query()
     {
       accounts,
@@ -572,16 +560,15 @@ export class PortfolioController {
 
     const performanceInformation = await this.portfolioService.getPerformance({
       filters,
-      impersonationId,
+      userId,
       withExcludedAccounts,
-      dateRange: range,
+      dateRange: range
-      userId: this.request.user.id
     });
 
     if (
       hasReadRestrictedAccessPermission({
-        impersonationId,
+        accesses: this.request.user?.accessesGet,
-        accesses: this.request.user?.accessesGet
+        impersonationId: accessId
       }) ||
       isRestrictedView(this.request.user) ||
       this.request.user.settings.settings.viewMode === 'ZEN'
@@ -658,18 +645,20 @@ export class PortfolioController {
   }
 
   @Get('report')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   public async getReport(
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string
+    @Impersonation() { accessId, userId }: ImpersonationContext
   ): Promise<PortfolioReportResponse> {
-    const report = await this.portfolioService.getReport({
+    const report = await this.portfolioService.getReport({ userId });
-      impersonationId,
-      userId: this.request.user.id
-    });
 
     if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      hasReadRestrictedAccessPermission({
-      this.request.user.subscription?.type === SubscriptionType.Basic
+        accesses: this.request.user?.accessesGet,
+        impersonationId: accessId
+      }) ||
+      isRestrictedView(this.request.user) ||
+      (this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+        this.request.user.subscription?.type === SubscriptionType.Basic)
     ) {
       for (const category of report.xRay.categories) {
         category.rules = null;
@@ -687,7 +676,7 @@ export class PortfolioController {
   @HasPermission(permissions.updateActivity)
   @Put('holding/:dataSource/:symbol/tags')
   @UseInterceptors(TransformDataSourceInRequestInterceptor)
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   public async updateHoldingTags(
     @Body() data: UpdateHoldingTagsDto,
     @Param('dataSource') dataSource: DataSource,

apps/api/src/app/portfolio/portfolio.service.spec.ts

@@ -8,7 +8,6 @@ import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { parseDate } from '@ghostfolio/common/helper';
@@ -30,7 +29,6 @@ describe('PortfolioService', () => {
   let configurationService: ConfigurationService;
   let dataProviderService: DataProviderService;
   let exchangeRateDataService: ExchangeRateDataService;
-  let impersonationService: ImpersonationService;
   let portfolioCalculatorFactory: PortfolioCalculatorFactory;
   let portfolioService: PortfolioService;
   let symbolProfileService: SymbolProfileService;
@@ -77,8 +75,6 @@ describe('PortfolioService', () => {
       null
     );
 
-    impersonationService = new ImpersonationService(null, null);
-
     portfolioCalculatorFactory = new PortfolioCalculatorFactory(
       configurationService,
       null,
@@ -110,7 +106,6 @@ describe('PortfolioService', () => {
       dataProviderService,
       exchangeRateDataService,
       null,
-      impersonationService,
       null,
       null,
       symbolProfileService,
@@ -245,10 +240,6 @@ describe('PortfolioService', () => {
         .spyOn(dataProviderService, 'getDataSourceForExchangeRates')
         .mockReturnValue(DataSource.YAHOO);
 
-      jest
-        .spyOn(impersonationService, 'validateImpersonationId')
-        .mockResolvedValue(null);
-
       jest
         .spyOn(symbolProfileService, 'getSymbolProfiles')
         .mockResolvedValue([]);
@@ -331,7 +322,6 @@ describe('PortfolioService', () => {
 
       const { holdings } = await portfolioService.getDetails({
         filters: [],
-        impersonationId: userDummyData.id,
         userId: userDummyData.id
       });
 
@@ -371,10 +361,6 @@ describe('PortfolioService', () => {
         .spyOn(activitiesService, 'getActivities')
         .mockResolvedValue({ activities: [], count: 0 });
 
-      jest
-        .spyOn(impersonationService, 'validateImpersonationId')
-        .mockResolvedValue(null);
-
       jest.spyOn(portfolioService, 'getPerformance').mockResolvedValue({
         performance: {
           currentValueInBaseCurrency: 3000,
@@ -408,7 +394,6 @@ describe('PortfolioService', () => {
         balanceInBaseCurrency: 1000,
         emergencyFundHoldingsValueInBaseCurrency: 0,
         filteredValueInBaseCurrency: new Big(3000),
-        impersonationId: undefined,
         userCurrency: 'CHF',
         userId: userDummyData.id
       });

apps/api/src/app/portfolio/portfolio.service.ts

@@ -25,7 +25,6 @@ import { BenchmarkService } from '@ghostfolio/api/services/benchmark/benchmark.s
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service';
 import { I18nService } from '@ghostfolio/api/services/i18n/i18n.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile/symbol-profile.service';
 import {
   getAnnualizedPerformancePercent,
@@ -126,7 +125,6 @@ export class PortfolioService {
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly i18nService: I18nService,
-    private readonly impersonationService: ImpersonationService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly rulesService: RulesService,
     private readonly symbolProfileService: SymbolProfileService,
@@ -198,8 +196,7 @@ export class PortfolioService {
       this.getDetails({
         userId,
         withExcludedAccounts,
-        filters: filtersWithoutSearchQueryFilter,
+        filters: filtersWithoutSearchQueryFilter
-        impersonationId: undefined
       }),
       this.userService.user({ id: userId })
     ]);
@@ -389,16 +386,12 @@ export class PortfolioService {
   public async getHoldings({
     dateRange,
     filters,
-    impersonationId,
     userId
   }: {
     dateRange: DateRange;
     filters?: Filter[];
-    impersonationId: string;
     userId: string;
   }) {
-    userId = await this.getUserId(impersonationId, userId);
-
     const { SEARCH_QUERY: [filterBySearchQuery] = [] } = groupBy(
       filters,
       ({ type }) => {
@@ -412,7 +405,6 @@ export class PortfolioService {
 
     const { holdings: holdingsMap } = await this.getDetails({
       dateRange,
-      impersonationId,
       userId,
       filters: filtersWithoutSearchQueryFilter
     });
@@ -437,16 +429,13 @@ export class PortfolioService {
     dateRange,
     filters,
     groupBy,
-    impersonationId,
     userId
   }: {
     dateRange: DateRange;
     filters?: Filter[];
     groupBy?: GroupBy;
-    impersonationId: string;
     userId: string;
   }): Promise<PortfolioInvestmentsResponse> {
-    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
     const savingsRate = (user.settings?.settings as UserSettings)?.savingsRate;
@@ -517,7 +506,7 @@ export class PortfolioService {
   public async getDetails({
     dateRange = DEFAULT_DATE_RANGE,
     filters,
-    impersonationId,
+    user: userFromCaller,
     userId,
     withExcludedAccounts = false,
     withMarkets = false,
@@ -525,14 +514,14 @@ export class PortfolioService {
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
-    impersonationId: string;
+    user?: UserWithSettings;
     userId: string;
     withExcludedAccounts?: boolean;
     withMarkets?: boolean;
     withSummary?: boolean;
   }): Promise<PortfolioDetails & { hasErrors: boolean }> {
-    userId = await this.getUserId(impersonationId, userId);
+    const user =
-    const user = await this.userService.user({ id: userId });
+      userFromCaller ?? (await this.userService.user({ id: userId }));
     const userCurrency = this.getUserCurrency(user);
 
     const emergencyFund = new Big(
@@ -766,7 +755,6 @@ export class PortfolioService {
     if (withSummary) {
       summary = await this.getSummary({
         filteredValueInBaseCurrency,
-        impersonationId,
         portfolioCalculator,
         userCurrency,
         userId,
@@ -792,14 +780,11 @@ export class PortfolioService {
 
   public async getHolding({
     dataSource,
-    impersonationId,
     symbol,
     userId
   }: {
-    impersonationId?: string;
     userId: string;
   } & AssetProfileIdentifier): Promise<PortfolioHoldingResponse> {
-    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
@@ -1041,16 +1026,13 @@ export class PortfolioService {
   public async getPerformance({
     dateRange = DEFAULT_DATE_RANGE,
     filters,
-    impersonationId,
     userId
   }: {
     dateRange?: DateRange;
     filters?: Filter[];
-    impersonationId: string;
     userId: string;
     withExcludedAccounts?: boolean;
   }): Promise<PortfolioPerformanceResponse> {
-    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
     const userCurrency = this.getUserCurrency(user);
 
@@ -1143,14 +1125,10 @@ export class PortfolioService {
   }
 
   public async getReport({
-    impersonationId,
     userId
   }: {
-    impersonationId: string;
     userId: string;
   }): Promise<PortfolioReportResponse> {
-    userId = await this.getUserId(impersonationId, userId);
-
     const user = await this.userService.user({ id: userId });
 
     // The rules are evaluated against the portfolio of the (potentially
@@ -1163,7 +1141,7 @@ export class PortfolioService {
 
     const { accounts, holdings, markets, marketsAdvanced, summary } =
       await this.getDetails({
-        impersonationId,
+        user,
         userId,
         withMarkets: true,
         withSummary: true
@@ -1925,7 +1903,6 @@ export class PortfolioService {
     balanceInBaseCurrency,
     emergencyFundHoldingsValueInBaseCurrency,
     filteredValueInBaseCurrency,
-    impersonationId,
     portfolioCalculator,
     userCurrency,
     userId
@@ -1933,12 +1910,10 @@ export class PortfolioService {
     balanceInBaseCurrency: number;
     emergencyFundHoldingsValueInBaseCurrency: number;
     filteredValueInBaseCurrency: Big;
-    impersonationId: string;
     portfolioCalculator: PortfolioCalculator;
     userCurrency: string;
     userId: string;
   }): Promise<PortfolioSummary> {
-    userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
 
     const { activities } = await this.activitiesService.getActivities({
@@ -1971,7 +1946,6 @@ export class PortfolioService {
     } = await portfolioCalculator.getSnapshot();
 
     const { performance } = await this.getPerformance({
-      impersonationId,
       userId
     });
 
@@ -2168,13 +2142,6 @@ export class PortfolioService {
     return aUser?.settings?.settings.baseCurrency ?? DEFAULT_CURRENCY;
   }
 
-  private async getUserId(aImpersonationId: string, aUserId: string) {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(aImpersonationId);
-
-    return impersonationUserId || aUserId;
-  }
-
   private getUserPerformanceCalculationType(
     aUser: UserWithSettings
   ): PerformanceCalculationType {

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

@@ -1,3 +1,4 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
@@ -31,6 +32,7 @@ import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { SubscriptionService } from './subscription.service';
 
+@AllowDuringImpersonation()
 @Controller('subscription')
 export class SubscriptionController {
   private readonly logger = new Logger(SubscriptionController.name);

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

@@ -1,15 +1,16 @@
+import { AllowDuringImpersonation } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
+import { Impersonation } from '@ghostfolio/api/decorators/impersonation.decorator';
 import { CustomThrottlerGuard } from '@ghostfolio/api/guards/custom-throttler.guard';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ImpersonationGuard } from '@ghostfolio/api/guards/impersonation.guard';
 import { decodeDataSource } from '@ghostfolio/api/helper/data-source.helper';
 import { RedactValuesInResponseInterceptor } from '@ghostfolio/api/interceptors/redact-values-in-response/redact-values-in-response.interceptor';
 import { TransformDataSourceInResponseInterceptor } from '@ghostfolio/api/interceptors/transform-data-source-in-response/transform-data-source-in-response.interceptor';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration/configuration.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
-  HEADER_KEY_IMPERSONATION,
   THROTTLE_SIGNUP_LIMIT,
   THROTTLE_SIGNUP_TTL
 } from '@ghostfolio/common/config';
@@ -18,6 +19,7 @@ import {
   UpdateOwnAccessTokenDto,
   UpdateUserSettingDto
 } from '@ghostfolio/common/dtos';
+import { isUserSettingOfAuthenticatedUser } from '@ghostfolio/common/helper';
 import {
   AccessTokenResponse,
   User,
@@ -25,7 +27,10 @@ import {
   UserSettings
 } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
 
 import {
   Body,
@@ -51,11 +56,11 @@ import { merge, size } from 'lodash';
 
 import { UserService } from './user.service';
 
+@AllowDuringImpersonation()
 @Controller('user')
 export class UserController {
   public constructor(
     private readonly configurationService: ConfigurationService,
-    private readonly impersonationService: ImpersonationService,
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService,
     private readonly propertyService: PropertyService,
@@ -119,18 +124,15 @@ export class UserController {
   }
 
   @Get()
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(RedactValuesInResponseInterceptor)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getUser(
     @Headers('accept-language') acceptLanguage: string,
-    @Headers(HEADER_KEY_IMPERSONATION.toLowerCase()) impersonationId: string
+    @Impersonation() { isActive, userId }: ImpersonationContext
   ): Promise<User> {
-    const impersonationUserId =
-      await this.impersonationService.validateImpersonationId(impersonationId);
-
     return this.userService.getUser({
-      impersonationUserId,
+      impersonationUserId: isActive ? userId : undefined,
       locale: acceptLanguage?.split(',')?.[0],
       user: this.request.user
     });
@@ -167,9 +169,27 @@ export class UserController {
   }
 
   @Put('setting')
-  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
+  @UseGuards(AuthGuard('jwt'), HasPermissionGuard, ImpersonationGuard)
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
-  public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
+  public async updateUserSetting(
+    @Body() data: UpdateUserSettingDto,
+    @Impersonation() { isActive }: ImpersonationContext
+  ) {
+    if (
+      isActive &&
+      Object.keys(data).some((key) => {
+        return !isUserSettingOfAuthenticatedUser(key);
+      })
+    ) {
+      // While impersonating, only the settings which stay with the
+      // authenticated user can be changed, as the update is always written
+      // back to the authenticated user
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
     if (
       size(data) === 1 &&
       (data.benchmark || data.dateRange) &&

apps/api/src/app/user/user.service.ts

@@ -163,9 +163,8 @@ export class UserService {
     ]);
 
     const resolvedUserSettings = resolveUserSettings({
-      impersonationUserSettings: impersonationUserId
+      impersonationUserSettings: impersonationUser?.settings
-        ? ((impersonationUser?.settings?.settings ?? {}) as UserSettings)
+        ?.settings as UserSettings,
-        : undefined,
       userSettings: settings.settings as UserSettings
     });
 

apps/api/src/decorators/allow-during-impersonation.decorator.ts

@@ -0,0 +1,12 @@
+import { SetMetadata } from '@nestjs/common';
+
+export const ALLOW_DURING_IMPERSONATION_KEY = 'allow_during_impersonation';
+
+/**
+ * Marks a controller or a route which modifies data of the authenticated user
+ * instead of data of the impersonated user, hence it stays available while an
+ * impersonation is active
+ */
+export function AllowDuringImpersonation() {
+  return SetMetadata(ALLOW_DURING_IMPERSONATION_KEY, true);
+}

apps/api/src/decorators/impersonation.decorator.ts

@@ -0,0 +1,26 @@
+import type {
+  ImpersonationContext,
+  RequestWithUser
+} from '@ghostfolio/common/types';
+
+import { createParamDecorator, ExecutionContext } from '@nestjs/common';
+
+/**
+ * Provides the impersonation context of the request, which requires the
+ * ImpersonationGuard to be applied to the route
+ */
+export const Impersonation = createParamDecorator(
+  (_data: unknown, context: ExecutionContext): ImpersonationContext => {
+    const { impersonation, user } = context
+      .switchToHttp()
+      .getRequest<RequestWithUser>();
+
+    return (
+      impersonation ?? {
+        isActive: false,
+        userId: user?.id,
+        userSettings: user?.settings?.settings ?? {}
+      }
+    );
+  }
+);

apps/api/src/guards/impersonation-write.guard.ts

@@ -0,0 +1,53 @@
+import { ALLOW_DURING_IMPERSONATION_KEY } from '@ghostfolio/api/decorators/allow-during-impersonation.decorator';
+import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+
+import {
+  CanActivate,
+  ExecutionContext,
+  HttpException,
+  Injectable
+} from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import { StatusCodes, getReasonPhrase } from 'http-status-codes';
+
+/**
+ * Blocks write requests while an impersonation is active, so that data of the
+ * authenticated user cannot be changed from a view presenting data of the
+ * impersonated user. The header is evaluated instead of the resolved context to
+ * fail closed, also for an identifier which cannot be resolved.
+ */
+@Injectable()
+export class ImpersonationWriteGuard implements CanActivate {
+  public constructor(private readonly reflector: Reflector) {}
+
+  public canActivate(context: ExecutionContext): boolean {
+    if (context.getType() !== 'http') {
+      return true;
+    }
+
+    const request = context.switchToHttp().getRequest();
+
+    if (request.method === 'GET') {
+      return true;
+    }
+
+    if (!request.headers?.[HEADER_KEY_IMPERSONATION.toLowerCase()]) {
+      return true;
+    }
+
+    const isAllowedDuringImpersonation =
+      this.reflector.getAllAndOverride<boolean>(
+        ALLOW_DURING_IMPERSONATION_KEY,
+        [context.getHandler(), context.getClass()]
+      );
+
+    if (isAllowedDuringImpersonation) {
+      return true;
+    }
+
+    throw new HttpException(
+      getReasonPhrase(StatusCodes.FORBIDDEN),
+      StatusCodes.FORBIDDEN
+    );
+  }
+}

apps/api/src/guards/impersonation.guard.ts

@@ -0,0 +1,25 @@
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation/impersonation.service';
+import { HEADER_KEY_IMPERSONATION } from '@ghostfolio/common/config';
+import type { RequestWithUser } from '@ghostfolio/common/types';
+
+import { CanActivate, ExecutionContext, Injectable } from '@nestjs/common';
+
+@Injectable()
+export class ImpersonationGuard implements CanActivate {
+  public constructor(
+    private readonly impersonationService: ImpersonationService
+  ) {}
+
+  public async canActivate(context: ExecutionContext) {
+    const request = context.switchToHttp().getRequest<RequestWithUser>();
+
+    request.impersonation = await this.impersonationService.resolve({
+      impersonationId: request.headers?.[
+        HEADER_KEY_IMPERSONATION.toLowerCase()
+      ] as string,
+      user: request.user
+    });
+
+    return true;
+  }
+}

apps/api/src/services/impersonation/impersonation.service.ts

@@ -1,52 +1,92 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
+import { DEFAULT_CURRENCY } from '@ghostfolio/common/config';
+import { UserSettings } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
+import type {
+  ImpersonationContext,
+  UserWithSettings
+} from '@ghostfolio/common/types';
 
-import { Inject, Injectable } from '@nestjs/common';
+import { Injectable } from '@nestjs/common';
-import { REQUEST } from '@nestjs/core';
 
 @Injectable()
 export class ImpersonationService {
-  public constructor(
+  public constructor(private readonly prismaService: PrismaService) {}
-    private readonly prismaService: PrismaService,
-    @Inject(REQUEST) private readonly request: RequestWithUser
-  ) {}
 
-  public async validateImpersonationId(aId?: string) {
+  public async resolve({
-    if (!aId) {
+    impersonationId,
+    user
+  }: {
+    impersonationId?: string;
+    user?: UserWithSettings;
+  }): Promise<ImpersonationContext> {
+    const impersonatedUserId = await this.validateImpersonationId({
+      impersonationId,
+      user
+    });
+
+    if (!impersonatedUserId) {
+      return {
+        isActive: false,
+        userId: user?.id,
+        userSettings: user?.settings?.settings ?? {}
+      };
+    }
+
+    const settings = await this.prismaService.settings.findUnique({
+      where: { userId: impersonatedUserId }
+    });
+
+    return {
+      accessId: impersonationId,
+      isActive: true,
+      userId: impersonatedUserId,
+      userSettings: {
+        ...((settings?.settings ?? {}) as UserSettings),
+        baseCurrency:
+          (settings?.settings as UserSettings)?.baseCurrency ?? DEFAULT_CURRENCY
+      }
+    };
+  }
+
+  public async validateImpersonationId({
+    impersonationId,
+    user
+  }: {
+    impersonationId?: string;
+    user?: UserWithSettings;
+  }) {
+    if (!impersonationId) {
       return null;
     }
 
-    if (this.request.user) {
+    if (user) {
       const accessObject = await this.prismaService.access.findFirst({
         where: {
-          granteeUserId: this.request.user.id,
+          granteeUserId: user.id,
-          id: aId
+          id: impersonationId
         }
       });
 
       if (accessObject?.userId) {
         return accessObject.userId;
       } else if (
-        hasPermission(
+        hasPermission(user.permissions, permissions.impersonateAllUsers)
-          this.request.user.permissions,
-          permissions.impersonateAllUsers
-        )
       ) {
         // The identifier is a user id in this case, hence verify its existence
-        const user = await this.prismaService.user.findUnique({
+        const impersonatedUser = await this.prismaService.user.findUnique({
           select: { id: true },
-          where: { id: aId }
+          where: { id: impersonationId }
         });
 
-        return user?.id ?? null;
+        return impersonatedUser?.id ?? null;
       }
     } else {
       // Public access
       const accessObject = await this.prismaService.access.findFirst({
         where: {
           granteeUserId: null,
-          user: { id: aId }
+          user: { id: impersonationId }
         }
       });
 

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html

@@ -18,10 +18,7 @@
       <mat-label i18n>Compare with...</mat-label>
       <mat-select
         name="benchmark"
-        [disabled]="
+        [disabled]="user()?.subscription?.type === 'Basic'"
-          !hasPermissionToUpdateUserSettings() ||
-          user()?.subscription?.type === 'Basic'
-        "
         [value]="benchmark()?.id"
         (selectionChange)="onChangeBenchmark($event.value)"
       >

apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts

@@ -69,7 +69,6 @@ export class GfBenchmarkComparatorComponent implements OnChanges, OnDestroy {
   public readonly benchmarkDataItems = input<LineChartItem[]>([]);
   public readonly benchmarks = input<Partial<SymbolProfile>[]>();
   public readonly colorScheme = input.required<ColorScheme>();
-  public readonly hasPermissionToUpdateUserSettings = input<boolean>();
   public readonly isLoading = input<boolean>();
   public readonly locale = input(getLocale());
   public readonly performanceDataItems = input.required<LineChartItem[]>();

apps/client/src/app/components/user-account-settings/user-account-settings.html

@@ -4,16 +4,29 @@
     <div class="col">
       <div class="d-flex py-1">
         <div class="w-100">
-          <div class="d-flex mb-2">
+          <div
+            class="d-flex"
+            [class.mb-2]="!hasImpersonationId"
+            [class.mb-4]="hasImpersonationId"
+          >
             <div class="align-items-center d-flex pt-1 pt-1 w-50">
               <ng-container i18n>Base Currency</ng-container>
             </div>
             <div class="pl-1 w-50" [formGroup]="baseCurrencyForm">
-              <mat-form-field appearance="outline" class="w-100 without-hint">
+              <mat-form-field
+                appearance="outline"
+                class="w-100"
+                [class.without-hint]="!hasImpersonationId"
+              >
                 <gf-currency-selector
                   formControlName="baseCurrency"
                   [currencies]="currencies"
                 />
+                @if (hasImpersonationId) {
+                  <mat-hint class="mt-1 text-muted" i18n
+                    >Derived from the portfolio you are viewing</mat-hint
+                  >
+                }
               </mat-form-field>
             </div>
           </div>

apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@@ -137,7 +137,6 @@
         [benchmarkDataItems]="benchmarkDataItems"
         [benchmarks]="benchmarks"
         [colorScheme]="user?.settings?.colorScheme"
-        [hasPermissionToUpdateUserSettings]="!impersonationId"
         [isLoading]="isLoadingBenchmarkComparator || isLoadingInvestmentChart"
         [locale]="user?.settings?.locale"
         [performanceDataItems]="performanceDataItemsInPercentage"

libs/common/src/lib/config.ts

@@ -153,6 +153,9 @@ export const DEFAULT_REDACTED_PATHS = [
   'platforms[*].balance',
   'platforms[*].valueInBaseCurrency',
   'quantity',
+  'settings.emergencyFund',
+  'settings.projectedTotalAmount',
+  'settings.savingsRate',
   'totalBalanceInBaseCurrency',
   'totalDividendInBaseCurrency',
   'totalInterestInBaseCurrency',

libs/common/src/lib/helper.spec.ts

@@ -441,6 +441,20 @@ describe('Helper', () => {
       });
     });
 
+    it('Benchmark stays with the authenticated user', () => {
+      // The benchmark is a comparison of the person looking at the screen and
+      // is gated by their subscription, so it must not follow the impersonated
+      // user
+      const { benchmark } = resolveUserSettings({
+        impersonationUserSettings: {
+          benchmark: '82fd8dcc-4a0e-4dd0-b6cb-7b8a4b03e6b1'
+        },
+        userSettings: { benchmark: '1e5a0e6a-1b8b-4d0e-9f0a-4c2b3d5e6f7a' }
+      });
+
+      expect(benchmark).toEqual('1e5a0e6a-1b8b-4d0e-9f0a-4c2b3d5e6f7a');
+    });
+
     it('Filters stay with the authenticated user', () => {
       // The filters are always written back to the authenticated user, so
       // reading them from the impersonated user would overwrite them
@@ -475,8 +489,8 @@ describe('Helper', () => {
       // the authenticated user into the impersonated portfolio
       expect(
         resolveUserSettings({
-          userSettings: { annualInterestRate: 3 },
+          impersonationUserSettings: { annualInterestRate: 5 },
-          impersonationUserSettings: { annualInterestRate: 5 }
+          userSettings: { annualInterestRate: 3 }
         }).annualInterestRate
       ).toEqual(5);
     });

libs/common/src/lib/helper.ts

@@ -66,7 +66,8 @@ export const DATE_FORMAT_YEARLY = 'yyyy';
 // The filters are included because they are always written back to the
 // authenticated user, so reading them from the impersonated user would
 // overwrite the filters of the authenticated user.
-const PRESENTATION_USER_SETTINGS_KEYS: (keyof UserSettings)[] = [
+const USER_SETTINGS_KEYS_OF_AUTHENTICATED_USER: (keyof UserSettings)[] = [
+  'benchmark',
   'colorScheme',
   'dateRange',
   'filters.accounts',
@@ -607,6 +608,12 @@ export function isSystemTag(tag?: { id: string }) {
   });
 }
 
+export function isUserSettingOfAuthenticatedUser(aKey: string) {
+  return USER_SETTINGS_KEYS_OF_AUTHENTICATED_USER.includes(
+    aKey as keyof UserSettings
+  );
+}
+
 export function isValidCustomAssetProfileSymbol(aSymbol: string) {
   return hasGhostfolioPrefix(aSymbol) || isUUID(aSymbol);
 }
@@ -708,7 +715,7 @@ export function resolveUserSettings({
   return {
     ...impersonationUserSettings,
     ...Object.fromEntries(
-      PRESENTATION_USER_SETTINGS_KEYS.map((key) => {
+      USER_SETTINGS_KEYS_OF_AUTHENTICATED_USER.map((key) => {
         return [key, userSettings?.[key]];
       })
     )

libs/common/src/lib/types/impersonation-context.type.ts

@@ -0,0 +1,13 @@
+import { UserSettings } from '@ghostfolio/common/interfaces';
+
+/**
+ * Describes whose data a request presents. The user id and the settings belong
+ * to the impersonated user while an impersonation is active and to the
+ * authenticated user otherwise, so a handler can use them unconditionally.
+ */
+export interface ImpersonationContext {
+  accessId?: string;
+  isActive: boolean;
+  userId: string;
+  userSettings: UserSettings;
+}

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

@@ -12,6 +12,7 @@ import type { Granularity } from './granularity.type';
 import type { GroupBy } from './group-by.type';
 import type { HoldingType } from './holding-type.type';
 import type { HoldingsViewMode } from './holdings-view-mode.type';
+import type { ImpersonationContext } from './impersonation-context.type';
 import type { MarketAdvanced } from './market-advanced.type';
 import type { MarketDataPreset } from './market-data-preset.type';
 import type { MarketState } from './market-state.type';
@@ -42,6 +43,7 @@ export type {
   GroupBy,
   HoldingType,
   HoldingsViewMode,
+  ImpersonationContext,
   Market,
   MarketAdvanced,
   MarketDataPreset,

libs/common/src/lib/types/request-with-user.type.ts

@@ -1,3 +1,9 @@
-import { UserWithSettings } from '@ghostfolio/common/types';
+import {
+  ImpersonationContext,
+  UserWithSettings
+} from '@ghostfolio/common/types';
 
-export type RequestWithUser = Request & { user: UserWithSettings };
+export type RequestWithUser = Request & {
+  impersonation?: ImpersonationContext;
+  user: UserWithSettings;
+};