Sai Kiran Vella
77 lines
2.9 KiB
TypeScript
77 lines
2.9 KiB
TypeScript
import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
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import { SimpleFINClient } from '../clients/SimpleFINClient';
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import { PortfolioRepository } from '../repositories/PortfolioRepository';
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import { PersonalFinanceAnalyzer, PortfolioAdvisor, ScreenerEngine } from '../services/index';
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import type { PortfolioHolding } from '../types';
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import { holdingSchema } from '../types/schemas';
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import { noopLogger } from '../utils/logger';
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export class FinanceController {
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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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) {}
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private static normalizeYahoo(ticker: string): string {
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return ticker.toUpperCase().replace(/\./g, '-');
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}
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register(app: FastifyInstance): void {
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app.get('/api/finance/portfolio', this.portfolio.bind(this));
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app.post('/api/finance/holdings', { schema: holdingSchema }, this.addHolding.bind(this));
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app.delete('/api/finance/holdings/:ticker', this.removeHolding.bind(this));
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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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if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
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const { holdings } = this.repo.read();
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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) => FinanceController.normalizeYahoo(h.ticker));
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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 {
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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 });
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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 ticker = (req.params as { ticker: string }).ticker.toUpperCase();
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if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
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const removed = this.repo.remove(ticker);
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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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