From fcf3173f245a9a722307b60cadb0cb72f7cf4452 Mon Sep 17 00:00:00 2001
From: csehatt741 <att741@gmail.com>
Date: Wed, 12 Mar 2025 10:59:28 +0100
Subject: [PATCH] Filters added to AI prompt

---
 .../api/src/app/endpoints/ai/ai.controller.ts | 27 +++++++++++++++++--
 apps/api/src/app/endpoints/ai/ai.service.ts   |  4 +++
 .../analysis/analysis-page.component.ts       |  5 +++-
 apps/client/src/app/services/data.service.ts  | 14 ++++++++--
 4 files changed, 45 insertions(+), 5 deletions(-)

diff --git a/apps/api/src/app/endpoints/ai/ai.controller.ts b/apps/api/src/app/endpoints/ai/ai.controller.ts
index 910abbf96..849b8438a 100644
--- a/apps/api/src/app/endpoints/ai/ai.controller.ts
+++ b/apps/api/src/app/endpoints/ai/ai.controller.ts
@@ -1,5 +1,6 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
+import { ApiService } from '@ghostfolio/api/services/api/api.service';
 import {
   DEFAULT_CURRENCY,
   DEFAULT_LANGUAGE_CODE
@@ -8,7 +9,14 @@ import { AiPromptResponse } from '@ghostfolio/common/interfaces';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { AiPromptMode, RequestWithUser } from '@ghostfolio/common/types';
 
-import { Controller, Get, Inject, Param, UseGuards } from '@nestjs/common';
+import {
+  Controller,
+  Get,
+  Inject,
+  Param,
+  Query,
+  UseGuards
+} from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
@@ -17,6 +25,7 @@ import { AiService } from './ai.service';
 @Controller('ai')
 export class AiController {
   public constructor(
+    private readonly apiService: ApiService,
     private readonly aiService: AiService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
@@ -25,10 +34,24 @@ export class AiController {
   @HasPermission(permissions.readAiPrompt)
   @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
   public async getPrompt(
-    @Param('mode') mode: AiPromptMode
+    @Param('mode') mode: AiPromptMode,
+    @Query('accounts') filterByAccounts?: string,
+    @Query('assetClasses') filterByAssetClasses?: string,
+    @Query('dataSource') filterByDataSource?: string,
+    @Query('symbol') filterBySymbol?: string,
+    @Query('tags') filterByTags?: string
   ): Promise<AiPromptResponse> {
+    const filters = this.apiService.buildFiltersFromQueryParams({
+      filterByAccounts,
+      filterByAssetClasses,
+      filterByDataSource,
+      filterBySymbol,
+      filterByTags
+    });
+
     const prompt = await this.aiService.getPrompt({
       mode,
+      filters,
       impersonationId: undefined,
       languageCode:
         this.request.user.Settings.settings.language ?? DEFAULT_LANGUAGE_CODE,
diff --git a/apps/api/src/app/endpoints/ai/ai.service.ts b/apps/api/src/app/endpoints/ai/ai.service.ts
index d9090d77c..8807e67bf 100644
--- a/apps/api/src/app/endpoints/ai/ai.service.ts
+++ b/apps/api/src/app/endpoints/ai/ai.service.ts
@@ -1,4 +1,5 @@
 import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
+import { Filter } from '@ghostfolio/common/interfaces';
 import type { AiPromptMode } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
@@ -8,12 +9,14 @@ export class AiService {
   public constructor(private readonly portfolioService: PortfolioService) {}
 
   public async getPrompt({
+    filters,
     impersonationId,
     languageCode,
     mode,
     userCurrency,
     userId
   }: {
+    filters?: Filter[];
     impersonationId: string;
     languageCode: string;
     mode: AiPromptMode;
@@ -21,6 +24,7 @@ export class AiService {
     userId: string;
   }) {
     const { holdings } = await this.portfolioService.getDetails({
+      filters,
       impersonationId,
       userId
     });
diff --git a/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts b/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts
index 4aee450e6..3ffab0cc6 100644
--- a/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts
+++ b/apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts
@@ -161,7 +161,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     }
 
     this.dataService
-      .fetchPrompt(mode)
+      .fetchPrompt({
+        filters: this.userService.getFilters(),
+        mode
+      })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ prompt }) => {
         this.clipboard.copy(prompt);
diff --git a/apps/client/src/app/services/data.service.ts b/apps/client/src/app/services/data.service.ts
index e8d4b7826..34ba5c6e9 100644
--- a/apps/client/src/app/services/data.service.ts
+++ b/apps/client/src/app/services/data.service.ts
@@ -655,8 +655,18 @@ export class DataService {
     return this.http.get<PortfolioReportResponse>('/api/v1/portfolio/report');
   }
 
-  public fetchPrompt(mode: AiPromptMode) {
-    return this.http.get<AiPromptResponse>(`/api/v1/ai/prompt/${mode}`);
+  public fetchPrompt({
+    filters,
+    mode
+  }: {
+    filters?: Filter[];
+    mode: AiPromptMode;
+  }) {
+    const params = this.buildFiltersAsQueryParams({ filters });
+
+    return this.http.get<AiPromptResponse>(`/api/v1/ai/prompt/${mode}`, {
+      params
+    });
   }
 
   public fetchPublicPortfolio(aAccessId: string) {