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Task/refactor impersonation mode into guard (#7593)

* Refactor impersonation mode into guard

* Update changelog
bugfix/user-settings-and-calculations-in-impersonation-mode
Thomas Kaul 6 days ago
committed by GitHub
parent
commit
e999e495c1
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  1. 11
      CHANGELOG.md
  2. 2
      apps/api/src/app/access/access.controller.ts
  3. 45
      apps/api/src/app/account/account.controller.ts
  4. 67
      apps/api/src/app/activities/activities.controller.ts
  5. 2
      apps/api/src/app/admin/admin.controller.ts
  6. 2
      apps/api/src/app/admin/queue/queue.controller.ts
  7. 7
      apps/api/src/app/app.module.ts
  8. 2
      apps/api/src/app/auth-device/auth-device.controller.ts
  9. 2
      apps/api/src/app/auth/auth.controller.ts
  10. 2
      apps/api/src/app/cache/cache.controller.ts
  11. 1
      apps/api/src/app/endpoints/ai/ai.controller.ts
  12. 3
      apps/api/src/app/endpoints/ai/ai.service.ts
  13. 2
      apps/api/src/app/endpoints/api-keys/api-keys.controller.ts
  14. 2
      apps/api/src/app/endpoints/asset-profiles/asset-profiles.controller.ts
  15. 23
      apps/api/src/app/endpoints/benchmarks/benchmarks.controller.ts
  16. 17
      apps/api/src/app/endpoints/benchmarks/benchmarks.service.ts
  17. 2
      apps/api/src/app/endpoints/market-data/market-data.controller.ts
  18. 2
      apps/api/src/app/endpoints/public/public.controller.ts
  19. 2
      apps/api/src/app/endpoints/tags/tags.controller.ts
  20. 22
      apps/api/src/app/endpoints/watchlist/watchlist.controller.ts
  21. 2
      apps/api/src/app/platform/platform.controller.ts
  22. 111
      apps/api/src/app/portfolio/portfolio.controller.ts
  23. 15
      apps/api/src/app/portfolio/portfolio.service.spec.ts
  24. 45
      apps/api/src/app/portfolio/portfolio.service.ts
  25. 2
      apps/api/src/app/subscription/subscription.controller.ts
  26. 44
      apps/api/src/app/user/user.controller.ts
  27. 5
      apps/api/src/app/user/user.service.ts
  28. 12
      apps/api/src/decorators/allow-during-impersonation.decorator.ts
  29. 26
      apps/api/src/decorators/impersonation.decorator.ts
  30. 53
      apps/api/src/guards/impersonation-write.guard.ts
  31. 25
      apps/api/src/guards/impersonation.guard.ts
  32. 80
      apps/api/src/services/impersonation/impersonation.service.ts
  33. 5
      apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.html
  34. 1
      apps/client/src/app/components/benchmark-comparator/benchmark-comparator.component.ts
  35. 17
      apps/client/src/app/components/user-account-settings/user-account-settings.html
  36. 1
      apps/client/src/app/pages/portfolio/analysis/analysis-page.html
  37. 3
      libs/common/src/lib/config.ts
  38. 18
      libs/common/src/lib/helper.spec.ts
  39. 11
      libs/common/src/lib/helper.ts
  40. 13
      libs/common/src/lib/types/impersonation-context.type.ts
  41. 2
      libs/common/src/lib/types/index.ts
  42. 10
      libs/common/src/lib/types/request-with-user.type.ts

11
CHANGELOG.md

@ -7,14 +7,23 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
## Unreleased
### 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 account aggregations in impersonation mode to be based on the impersonated user
- 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

2
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(

45
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,
private readonly userService: UserService
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@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
});
}

67
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 {
DATA_GATHERING_QUEUE_PRIORITY_HIGH,
DEFAULT_CURRENCY,
HEADER_KEY_IMPERSONATION
} from '@ghostfolio/common/config';
import { DATA_GATHERING_QUEUE_PRIORITY_HIGH } from '@ghostfolio/common/config';
import { CreateOrderDto, UpdateOrderDto } from '@ghostfolio/common/dtos';
import {
ActivitiesResponse,
ActivityResponse,
UserSettings
ActivityResponse
} 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
);
}
}

2
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);

2
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) {}

7
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
}
]
})

2
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(

2
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(

2
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) {}

1
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

3
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
});

2
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(

2
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(

23
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,
@Inject(REQUEST) private readonly request: RequestWithUser
private readonly benchmarksService: BenchmarksService
) {}
@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,
user: this.request.user
dateRange: range
});
}
}

17
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 userId = user.id;
const userCurrency = userSettings.baseCurrency;
const { chart } = await this.portfolioService.getPerformance({
dateRange,
filters,
impersonationId,
userId,
withExcludedAccounts
});

2
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(

2
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
});
})

2
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(

22
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 =
await this.impersonationService.validateImpersonationId(impersonationId);
const watchlist = await this.watchlistService.getWatchlistItems(
impersonationUserId || this.request.user.id
);
const watchlist = await this.watchlistService.getWatchlistItems(userId);
return {
watchlist

2
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) {}

111
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 {
HEADER_KEY_IMPERSONATION,
UNKNOWN_KEY
} from '@ghostfolio/common/config';
import { 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,
private readonly userService: UserService
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
@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 =
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 userCurrency = userSettings.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,
dateRange: range,
userId: this.request.user.id
userId,
dateRange: range
});
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,
dateRange: range,
userId: this.request.user.id
userId,
dateRange: range
});
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,
userId: this.request.user.id
dateRange: range
});
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({
impersonationId,
userId: this.request.user.id
});
const report = await this.portfolioService.getReport({ userId });
if (
this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
this.request.user.subscription?.type === SubscriptionType.Basic
hasReadRestrictedAccessPermission({
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,

15
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
});

45
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,
impersonationId: undefined
filters: filtersWithoutSearchQueryFilter
}),
this.userService.user({ id: userId })
]);
@ -384,16 +381,12 @@ 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 }) => {
@ -407,7 +400,6 @@ export class PortfolioService {
const { holdings: holdingsMap } = await this.getDetails({
dateRange,
impersonationId,
userId,
filters: filtersWithoutSearchQueryFilter
});
@ -432,16 +424,13 @@ 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;
@ -512,7 +501,7 @@ export class PortfolioService {
public async getDetails({
dateRange = DEFAULT_DATE_RANGE,
filters,
impersonationId,
user: userFromCaller,
userId,
withExcludedAccounts = false,
withMarkets = false,
@ -520,14 +509,14 @@ 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 = await this.userService.user({ id: userId });
const user =
userFromCaller ?? (await this.userService.user({ id: userId }));
const userCurrency = this.getUserCurrency(user);
const emergencyFund = new Big(
@ -761,7 +750,6 @@ export class PortfolioService {
if (withSummary) {
summary = await this.getSummary({
filteredValueInBaseCurrency,
impersonationId,
portfolioCalculator,
userCurrency,
userId,
@ -787,14 +775,11 @@ 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);
@ -1036,16 +1021,13 @@ 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);
@ -1138,14 +1120,10 @@ 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
@ -1158,7 +1136,7 @@ export class PortfolioService {
const { accounts, holdings, markets, marketsAdvanced, summary } =
await this.getDetails({
impersonationId,
user,
userId,
withMarkets: true,
withSummary: true
@ -1920,7 +1898,6 @@ export class PortfolioService {
balanceInBaseCurrency,
emergencyFundHoldingsValueInBaseCurrency,
filteredValueInBaseCurrency,
impersonationId,
portfolioCalculator,
userCurrency,
userId
@ -1928,12 +1905,10 @@ 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({
@ -1966,7 +1941,6 @@ export class PortfolioService {
} = await portfolioCalculator.getSnapshot();
const { performance } = await this.getPerformance({
impersonationId,
userId
});
@ -2163,13 +2137,6 @@ 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 {

2
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);

44
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) &&

5
apps/api/src/app/user/user.service.ts

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

12
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);
}

26
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 ?? {}
}
);
}
);

53
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
);
}
}

25
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;
}
}

80
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 { REQUEST } from '@nestjs/core';
import { Injectable } from '@nestjs/common';
@Injectable()
export class ImpersonationService {
public constructor(
private readonly prismaService: PrismaService,
@Inject(REQUEST) private readonly request: RequestWithUser
) {}
public constructor(private readonly prismaService: PrismaService) {}
public async validateImpersonationId(aId?: string) {
if (!aId) {
public async resolve({
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,
id: aId
granteeUserId: user.id,
id: impersonationId
}
});
if (accessObject?.userId) {
return accessObject.userId;
} else if (
hasPermission(
this.request.user.permissions,
permissions.impersonateAllUsers
)
hasPermission(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 }
}
});

5
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]="
!hasPermissionToUpdateUserSettings() ||
user()?.subscription?.type === 'Basic'
"
[disabled]="user()?.subscription?.type === 'Basic'"
[value]="benchmark()?.id"
(selectionChange)="onChangeBenchmark($event.value)"
>

1
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[]>();

17
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>

1
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"

3
libs/common/src/lib/config.ts

@ -152,6 +152,9 @@ export const DEFAULT_REDACTED_PATHS = [
'platforms[*].balance',
'platforms[*].valueInBaseCurrency',
'quantity',
'settings.emergencyFund',
'settings.projectedTotalAmount',
'settings.savingsRate',
'totalBalanceInBaseCurrency',
'totalDividendInBaseCurrency',
'totalInterestInBaseCurrency',

18
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);
});

11
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]];
})
)

13
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;
}

2
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,

10
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;
};

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