Bugfix/fix broken allocation charts in presenter view (#6689)

* Fix broken allocation charts in presenter view

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>

CHANGELOG.md

@@ -17,6 +17,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Extended the terms of service for the _Ghostfolio_ SaaS (cloud) to include _Paid Plans_ and _Refund Policy_
 - Upgraded `prisma` from version `6.19.0` to `6.19.3`
 
+### Fixed
+
+- Fixed the allocations by account chart on the allocations page in the _Presenter View_
+- Fixed the allocations by asset class chart on the allocations page in the _Presenter View_
+- Fixed the allocations by currency chart on the allocations page in the _Presenter View_
+- Fixed the allocations by ETF provider chart on the allocations page in the _Presenter View_
+- Fixed the allocations by platform chart on the allocations page in the _Presenter View_
+
 ## 2.252.0 - 2026-03-02
 
 ### Added

apps/client/src/app/pages/portfolio/allocations/allocations-page.component.ts

@@ -159,10 +159,9 @@ export class GfAllocationsPageComponent implements OnInit {
         if (state?.user) {
           this.user = state.user;
 
-          this.worldMapChartFormat =
-            this.hasImpersonationId || this.user.settings.isRestrictedView
-              ? `{0}%`
-              : `{0} ${this.user?.settings?.baseCurrency}`;
+          this.worldMapChartFormat = this.showValuesInPercentage()
+            ? `{0}%`
+            : `{0} ${this.user?.settings?.baseCurrency}`;
 
           this.isLoading = true;
 
@@ -310,7 +309,7 @@ export class GfAllocationsPageComponent implements OnInit {
     ] of Object.entries(this.portfolioDetails.accounts)) {
       let value = 0;
 
-      if (this.hasImpersonationId) {
+      if (this.showValuesInPercentage()) {
         value = valueInPercentage;
       } else {
         value = valueInBaseCurrency;
@@ -328,7 +327,7 @@ export class GfAllocationsPageComponent implements OnInit {
     )) {
       let value = 0;
 
-      if (this.hasImpersonationId) {
+      if (this.showValuesInPercentage()) {
         value = position.allocationInPercentage;
       } else {
         value = position.valueInBaseCurrency;
@@ -491,7 +490,7 @@ export class GfAllocationsPageComponent implements OnInit {
     ] of Object.entries(this.portfolioDetails.platforms)) {
       let value = 0;
 
-      if (this.hasImpersonationId) {
+      if (this.showValuesInPercentage()) {
         value = valueInPercentage;
       } else {
         value = valueInBaseCurrency;
@@ -506,7 +505,7 @@ export class GfAllocationsPageComponent implements OnInit {
 
     this.topHoldings = Object.values(this.topHoldingsMap)
       .map(({ name, value }) => {
-        if (this.hasImpersonationId || this.user.settings.isRestrictedView) {
+        if (this.showValuesInPercentage()) {
           return {
             name,
             allocationInPercentage: value,
@@ -597,4 +596,8 @@ export class GfAllocationsPageComponent implements OnInit {
         this.router.navigate(['.'], { relativeTo: this.route });
       });
   }
+
+  public showValuesInPercentage() {
+    return this.hasImpersonationId || this.user?.settings?.isRestrictedView;
+  }
 }

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

@@ -25,11 +25,9 @@
         <mat-card-content>
           <mat-progress-bar
             mode="determinate"
-            [title]="
-              `${(
-                portfolioDetails?.summary?.filteredValueInPercentage * 100
-              ).toFixed(2)}%`
-            "
+            [title]="`${(
+              portfolioDetails?.summary?.filteredValueInPercentage * 100
+            ).toFixed(2)}%`"
             [value]="portfolioDetails?.summary?.filteredValueInPercentage * 100"
           />
         </mat-card-content>
@@ -49,7 +47,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="platforms"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['id']"
             [locale]="user?.settings?.locale"
           />
@@ -71,7 +69,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="holdings"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['currency']"
             [locale]="user?.settings?.locale"
           />
@@ -93,7 +91,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="holdings"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['assetClassLabel', 'assetSubClassLabel']"
             [locale]="user?.settings?.locale"
           />
@@ -114,7 +112,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="symbols"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['symbol']"
             [locale]="user?.settings?.locale"
             [showLabels]="deviceType !== 'mobile'"
@@ -138,7 +136,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="sectors"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['name']"
             [locale]="user?.settings?.locale"
             [maxItems]="10"
@@ -161,7 +159,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="continents"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['name']"
             [locale]="user?.settings?.locale"
           />
@@ -183,7 +181,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="marketsAdvanced"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [locale]="user?.settings?.locale"
           />
         </mat-card-content>
@@ -206,9 +204,7 @@
             <gf-world-map-chart
               [countries]="countries"
               [format]="worldMapChartFormat"
-              [isInPercent]="
-                hasImpersonationId || user.settings.isRestrictedView
-              "
+              [isInPercent]="showValuesInPercentage()"
               [locale]="user?.settings?.locale"
             />
           </div>
@@ -272,7 +268,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="countries"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['name']"
             [locale]="user?.settings?.locale"
             [maxItems]="10"
@@ -291,7 +287,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="accounts"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['id']"
             [locale]="user?.settings?.locale"
             (proportionChartClicked)="onAccountChartClicked($event)"
@@ -314,7 +310,7 @@
             [baseCurrency]="user?.settings?.baseCurrency"
             [colorScheme]="user?.settings?.colorScheme"
             [data]="holdings"
-            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
+            [isInPercent]="showValuesInPercentage()"
             [keys]="['etfProvider']"
             [locale]="user?.settings?.locale"
           />