Kazuma
111 lines
4.2 KiB
JavaScript
111 lines
4.2 KiB
JavaScript
import { readFileSync, writeFileSync, existsSync } from 'fs';
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import { ScreenerEngine } from '../../screener/ScreenerEngine.js';
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import { PersonalFinanceAnalyzer } from '../../finance/PersonalFinanceAnalyzer.js';
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import { PortfolioAdvisor } from '../../finance/PortfolioAdvisor.js';
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import { SimpleFINClient } from '../../finance/clients/SimpleFINClient.js';
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import { noopLogger } from '../utils/logger.js';
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const PORTFOLIO_PATH = './portfolio.json';
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export default async function financeRoutes(app) {
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// GET /api/finance/portfolio
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// Returns: { advice, personalFinance, marketContext }
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app.get('/api/finance/portfolio', async (req, reply) => {
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if (!existsSync(PORTFOLIO_PATH)) {
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return reply.code(404).send({ error: 'portfolio.json not found' });
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}
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const { holdings } = JSON.parse(readFileSync(PORTFOLIO_PATH, 'utf8'));
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// SimpleFIN is optional — omit if not configured
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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().analyse(accounts);
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}
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// Normalize dot-notation tickers to Yahoo Finance format (BRK.B → BRK-B)
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const normalizeYahoo = (t) => t.toUpperCase().replace(/\./g, '-');
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const screenable = holdings
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.filter((h) => (h.type ?? 'stock') !== 'crypto')
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.map((h) => normalizeYahoo(h.ticker));
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const engine = new ScreenerEngine({ logger: noopLogger });
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const results =
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screenable.length > 0
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? await engine.screenTickers(screenable)
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: { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} };
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const advice = await new PortfolioAdvisor().advise(holdings, results);
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return { advice, personalFinance, marketContext: results.marketContext };
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});
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// POST /api/finance/holdings
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// Add or update a single holding in portfolio.json.
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// Body: { ticker, shares, costBasis, type, source }
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app.post('/api/finance/holdings', {
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schema: {
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body: {
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type: 'object',
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required: ['ticker', 'shares'],
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properties: {
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ticker: { type: 'string', minLength: 1, maxLength: 10 },
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shares: { type: 'number', exclusiveMinimum: 0 },
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costBasis: { type: 'number', minimum: 0 },
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type: { type: 'string', enum: ['stock', 'etf', 'bond', 'crypto'] },
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source: { type: 'string' },
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},
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},
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},
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handler: async (req, reply) => {
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const { ticker, shares, costBasis = 0, type = 'stock', source = 'Manual' } = req.body;
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const normalized = ticker.toUpperCase().trim();
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const portfolio = existsSync(PORTFOLIO_PATH)
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? JSON.parse(readFileSync(PORTFOLIO_PATH, 'utf8'))
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: { holdings: [] };
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const idx = portfolio.holdings.findIndex((h) => h.ticker.toUpperCase() === normalized);
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const entry = { ticker: normalized, shares, costBasis, type, source };
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if (idx >= 0) {
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portfolio.holdings[idx] = entry; // update existing
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} else {
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portfolio.holdings.push(entry); // add new
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}
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writeFileSync(PORTFOLIO_PATH, JSON.stringify(portfolio, null, 2), 'utf8');
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return reply.code(201).send(entry);
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},
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});
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// DELETE /api/finance/holdings/:ticker
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// Remove a holding from portfolio.json.
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app.delete('/api/finance/holdings/:ticker', async (req, reply) => {
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const ticker = req.params.ticker.toUpperCase();
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if (!existsSync(PORTFOLIO_PATH))
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return reply.code(404).send({ error: 'portfolio.json not found' });
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const portfolio = JSON.parse(readFileSync(PORTFOLIO_PATH, 'utf8'));
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const before = portfolio.holdings.length;
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portfolio.holdings = portfolio.holdings.filter((h) => h.ticker.toUpperCase() !== ticker);
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if (portfolio.holdings.length === before)
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return reply.code(404).send({ error: 'Holding not found' });
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writeFileSync(PORTFOLIO_PATH, JSON.stringify(portfolio, null, 2), 'utf8');
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return { ok: true };
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});
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// GET /api/finance/market-context
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// Returns live benchmark data without running a full screen
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app.get('/api/finance/market-context', async () => {
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const engine = new ScreenerEngine({ logger: noopLogger });
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return engine.benchmarkProvider.getMarketContext();
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});
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}
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