saikiranvella
103 lines
3.6 KiB
TypeScript
103 lines
3.6 KiB
TypeScript
import type { FastifyInstance, FastifyReply, FastifyRequest, preHandlerHookHandler } from 'fastify';
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import { SimpleFINClient, PortfolioRepository, noopLogger } from '../../domains/shared/index.js';
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import { PersonalFinanceAnalyzer, ScreenerEngine } from '../screener/index.js';
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import { PortfolioAdvisor } from '../portfolio/PortfolioAdvisor.js';
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import type { PortfolioHolding } from '../../domains/shared/index.js';
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import { holdingSchema } from '../../domains/shared/types/schemas.js';
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import type { TokenPayload } from '../auth/index.js';
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interface FinanceControllerOptions {
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authGuard?: preHandlerHookHandler;
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traderGuard?: preHandlerHookHandler;
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}
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type AuthRequest = FastifyRequest & { user?: TokenPayload };
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function userId(req: FastifyRequest): string {
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return (req as AuthRequest).user?.sub ?? '';
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}
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export class FinanceController {
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// All portfolio routes only need a valid login — data is already user-scoped by user_id.
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// No role restriction needed; any registered user can manage their own portfolio.
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readonly #authGuards: preHandlerHookHandler[];
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constructor(
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private readonly engine: ScreenerEngine,
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private readonly repo: PortfolioRepository,
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private readonly advisor: PortfolioAdvisor,
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options: FinanceControllerOptions = {},
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) {
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this.#authGuards = options.authGuard ? [options.authGuard] : [];
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}
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register(app: FastifyInstance): void {
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app.get('/api/finance/portfolio', { preHandler: this.#authGuards }, this.portfolio.bind(this));
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app.post(
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'/api/finance/holdings',
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{
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schema: holdingSchema,
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preHandler: this.#authGuards,
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},
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this.addHolding.bind(this),
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);
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app.delete(
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'/api/finance/holdings/:ticker',
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{
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preHandler: this.#authGuards,
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},
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this.removeHolding.bind(this),
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);
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app.get('/api/finance/market-context', this.marketContext.bind(this));
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}
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private async portfolio(req: FastifyRequest, _reply: FastifyReply) {
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const uid = userId(req);
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const { holdings } = this.repo.exists(uid) ? this.repo.read(uid) : { holdings: [] };
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let personalFinance = null;
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if (process.env.SIMPLEFIN_ACCESS_URL) {
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const client = new SimpleFINClient({ logger: noopLogger });
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const { accounts } = await client.getAccounts();
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personalFinance = new PersonalFinanceAnalyzer().analyze(accounts);
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}
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const screenable = holdings
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.filter((h) => (h.type ?? 'stock') !== 'crypto')
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.map((h) => h.ticker.toUpperCase());
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const results =
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screenable.length > 0
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? await this.engine.screenTickers(screenable)
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: { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} as any };
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const advice = await this.advisor.advise(holdings, results);
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return { advice, personalFinance, marketContext: results.marketContext };
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}
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private async addHolding(req: FastifyRequest, reply: FastifyReply) {
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const uid = userId(req);
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const {
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ticker,
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shares,
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costBasis = 0,
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type = 'stock',
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source = 'Manual',
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} = req.body as PortfolioHolding;
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const entry = this.repo.upsert({ ticker, shares, costBasis, type, source }, uid);
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return reply.code(201).send(entry);
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}
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private async removeHolding(req: FastifyRequest, reply: FastifyReply) {
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const uid = userId(req);
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const ticker = (req.params as { ticker: string }).ticker.toUpperCase();
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const removed = this.repo.remove(ticker, uid);
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if (!removed) return reply.code(404).send({ error: 'Holding not found' });
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return { ok: true };
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}
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private async marketContext() {
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return this.engine.getMarketContext();
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}
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}
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