feat(PORTFOLIO-001): add position-level portfolio entries

This commit is contained in:
Bu5hm4nn
2026-03-28 21:29:30 +01:00
parent 447f4bbd0d
commit 1a39956757
6 changed files with 1041 additions and 7 deletions

View File

@@ -2,9 +2,10 @@ from __future__ import annotations
import re
from pathlib import Path
from uuid import uuid4
from uuid import UUID, uuid4
from app.models.portfolio import PortfolioConfig, PortfolioRepository, build_default_portfolio_config
from app.models.position import Position
WORKSPACE_COOKIE = "workspace_id"
_WORKSPACE_ID_RE = re.compile(
@@ -63,6 +64,69 @@ class WorkspaceRepository:
raise ValueError("workspace_id must be a UUID4 string")
PortfolioRepository(self._portfolio_path(workspace_id)).save(config)
def add_position(self, workspace_id: str, position: Position) -> None:
"""Add a position to the workspace portfolio."""
if not self.is_valid_workspace_id(workspace_id):
raise ValueError("workspace_id must be a UUID4 string")
config = self.load_portfolio_config(workspace_id)
# Use object.__setattr__ because positions is in a frozen dataclass
object.__setattr__(config, "positions", list(config.positions) + [position])
self.save_portfolio_config(workspace_id, config)
def remove_position(self, workspace_id: str, position_id: UUID) -> None:
"""Remove a position from the workspace portfolio."""
if not self.is_valid_workspace_id(workspace_id):
raise ValueError("workspace_id must be a UUID4 string")
config = self.load_portfolio_config(workspace_id)
updated_positions = [p for p in config.positions if p.id != position_id]
object.__setattr__(config, "positions", updated_positions)
self.save_portfolio_config(workspace_id, config)
def update_position(
self,
workspace_id: str,
position_id: UUID,
updates: dict[str, object],
) -> None:
"""Update a position's fields."""
if not self.is_valid_workspace_id(workspace_id):
raise ValueError("workspace_id must be a UUID4 string")
config = self.load_portfolio_config(workspace_id)
updated_positions = []
for pos in config.positions:
if pos.id == position_id:
# Create updated position (Position is frozen, so create new instance)
update_kwargs: dict[str, object] = {}
for key, value in updates.items():
if key in {"id", "created_at"}:
continue # Skip immutable fields
update_kwargs[key] = value
# Use dataclass replace-like pattern
pos_dict = pos.to_dict()
pos_dict.update(update_kwargs)
updated_positions.append(Position.from_dict(pos_dict))
else:
updated_positions.append(pos)
object.__setattr__(config, "positions", updated_positions)
self.save_portfolio_config(workspace_id, config)
def get_position(self, workspace_id: str, position_id: UUID) -> Position | None:
"""Get a specific position by ID."""
if not self.is_valid_workspace_id(workspace_id):
raise ValueError("workspace_id must be a UUID4 string")
config = self.load_portfolio_config(workspace_id)
for pos in config.positions:
if pos.id == position_id:
return pos
return None
def list_positions(self, workspace_id: str) -> list[Position]:
"""List all positions in the workspace portfolio."""
if not self.is_valid_workspace_id(workspace_id):
raise ValueError("workspace_id must be a UUID4 string")
config = self.load_portfolio_config(workspace_id)
return list(config.positions)
def _portfolio_path(self, workspace_id: str) -> Path:
return self.base_path / workspace_id / "portfolio_config.json"