phase-8g: add sqllite.

server/repositories/PortfolioRepository.ts

@@ -1,39 +1,63 @@
-import { readFileSync, writeFileSync, existsSync } from 'fs';
+import type { Db } from '../db/index';
 import type { PortfolioData, PortfolioHolding } from '../types';
 
+interface HoldingRow {
+  ticker: string;
+  shares: number;
+  cost_basis: number;
+  type: string;
+  source: string;
+}
+
 export class PortfolioRepository {
-  private static readonly PORTFOLIO_PATH = './portfolio.json';
+  constructor(private readonly db: Db) {}
 
   exists(): boolean {
-    return existsSync(PortfolioRepository.PORTFOLIO_PATH);
+    const row = this.db.prepare('SELECT COUNT(*) AS n FROM holdings').get() as { n: number };
+    return row.n > 0;
   }
 
   read(): PortfolioData {
-    if (!this.exists()) return { holdings: [] };
-    return JSON.parse(readFileSync(PortfolioRepository.PORTFOLIO_PATH, 'utf8')) as PortfolioData;
-  }
-
-  write(data: PortfolioData): void {
-    writeFileSync(PortfolioRepository.PORTFOLIO_PATH, JSON.stringify(data, null, 2), 'utf8');
+    const rows = this.db.prepare('SELECT * FROM holdings ORDER BY ticker').all() as HoldingRow[];
+    return { holdings: rows.map(PortfolioRepository.toHolding) };
   }
 
   upsert(entry: PortfolioHolding): PortfolioHolding {
-    const data = this.read();
-    const normalized = entry.ticker.toUpperCase().trim();
-    const idx = data.holdings.findIndex((h) => h.ticker.toUpperCase() === normalized);
-    const record: PortfolioHolding = { ...entry, ticker: normalized };
-    if (idx >= 0) data.holdings[idx] = record;
-    else data.holdings.push(record);
-    this.write(data);
-    return record;
+    const ticker = entry.ticker.toUpperCase().trim();
+    this.db
+      .prepare(
+        `INSERT INTO holdings (ticker, shares, cost_basis, type, source)
+       VALUES (?, ?, ?, ?, ?)
+       ON CONFLICT(ticker) DO UPDATE SET
+         shares     = excluded.shares,
+         cost_basis = excluded.cost_basis,
+         type       = excluded.type,
+         source     = excluded.source`,
+      )
+      .run(
+        ticker,
+        entry.shares,
+        entry.costBasis ?? 0,
+        entry.type ?? 'stock',
+        entry.source ?? 'Manual',
+      );
+    return { ...entry, ticker };
   }
 
   remove(ticker: string): boolean {
-    const data = this.read();
-    const before = data.holdings.length;
-    data.holdings = data.holdings.filter((h) => h.ticker.toUpperCase() !== ticker.toUpperCase());
-    if (data.holdings.length === before) return false;
-    this.write(data);
-    return true;
+    const result = this.db
+      .prepare('DELETE FROM holdings WHERE ticker = ?')
+      .run(ticker.toUpperCase());
+    return result.changes > 0;
+  }
+
+  private static toHolding(row: HoldingRow): PortfolioHolding {
+    return {
+      ticker: row.ticker,
+      shares: row.shares,
+      costBasis: row.cost_basis,
+      type: row.type as PortfolioHolding['type'],
+      source: row.source,
+    };
   }
 }