@marcos_feitoza/personal-finance-backen-trades-assets 1.0.4 → 1.1.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/CHANGELOG.md
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## [1.1.1](https://github.com/MarcosOps/personal-finance-backend-trades-assets/compare/v1.1.0...v1.1.1) (2025-11-26)
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### Bug Fixes
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* update logs ([5bfcc96](https://github.com/MarcosOps/personal-finance-backend-trades-assets/commit/5bfcc965be907ec04583dc86e8a04caeb1ef8cb5))
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# [1.1.0](https://github.com/MarcosOps/personal-finance-backend-trades-assets/compare/v1.0.4...v1.1.0) (2025-11-25)
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### Features
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* add Schema for updating a Trade ([315b157](https://github.com/MarcosOps/personal-finance-backend-trades-assets/commit/315b157d5de5d5db82570fc941fb117a80f4cbfe))
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## [1.0.4](https://github.com/MarcosOps/personal-finance-backend-trades-assets/compare/v1.0.3...v1.0.4) (2025-11-21)
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package/package.json
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from fastapi import APIRouter, Depends, HTTPException
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from sqlalchemy.orm import Session
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from datetime import datetime
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from personal_finance_shared import models, schemas, crud
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from personal_finance_shared.database import get_db
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import logging
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import requests
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import os
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import httpx
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from personal_finance_shared.dependencies import get_current_user, get_current_token
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from personal_finance_shared.logging_utils import get_logger, REQUEST_ID_CTX
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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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logger = get_logger("personal_finance_trades_assets.routers.trades")
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router = APIRouter(
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prefix="/api/trades",
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@@ -20,18 +19,6 @@ router = APIRouter(
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MARKET_DATA_SERVICE_URL = os.getenv("MARKET_DATA_SERVICE_URL", "http://personal-finance-backend-market-data.app.svc.cluster.local:8000")
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BALANCE_SERVICE_URL = os.getenv("BALANCE_SERVICE_URL", "http://personal-finance-backend-balance-service.app.svc.cluster.local:8000")
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def _get_asset_details_from_service(symbol: str) -> dict:
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"""Fetches asset details from the market-data service."""
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try:
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url = f"{MARKET_DATA_SERVICE_URL}/api/market-data/details/{symbol.upper()}"
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logger.info(f"Fetching details from: {url}")
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response = requests.post(url, timeout=10)
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response.raise_for_status()
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return response.json()
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except requests.exceptions.RequestException as e:
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logger.error(f"Error calling market-data service for {symbol}: {e}")
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return {}
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@router.post("/", response_model=schemas.TradeResponse)
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async def create_trade(
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trade: schemas.TradeCreate,
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current_user: models.User = Depends(get_current_user),
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token: str = Depends(get_current_token)
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):
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correlation_id = REQUEST_ID_CTX.get()
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trade_symbol = trade.symbol.upper()
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logger.info(
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logger.info("Processing trade", extra={'user_id': current_user.id, 'symbol': trade_symbol, 'trade_data': trade.dict()})
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# Search for the asset globally, not by user_id
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db_asset = db.query(models.Asset).filter(
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models.Asset.symbol == trade_symbol
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).first()
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if not db_asset:
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logger.info(
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logger.info("Asset not found globally, creating new asset", extra={'user_id': current_user.id, 'symbol': trade_symbol})
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db_asset = models.Asset(
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symbol=trade_symbol,
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name=trade.name,
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asset_type=trade.asset_type,
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industry=trade.industry,
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id_crypto=trade.id_crypto if hasattr(trade, 'id_crypto') else None,
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# user_id is no longer part of Asset model
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)
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db.add(db_asset)
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db.commit()
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db.refresh(db_asset)
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logger.info(
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logger.info("Created new global asset", extra={'user_id': current_user.id, 'asset_id': db_asset.id, 'symbol': db_asset.symbol})
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else:
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logger.info(
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logger.info("Found existing global asset", extra={'user_id': current_user.id, 'asset_id': db_asset.id, 'symbol': db_asset.symbol})
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if trade.trade_type == 'buy':
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investment_account_name = trade.investment_account
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trade_cost = trade.shares * trade.price
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current_balance = 0
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headers = {"Authorization": f"Bearer {token}"}
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if correlation_id:
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headers["X-Correlation-ID"] = correlation_id
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try:
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async with httpx.AsyncClient() as client:
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response = await client.get(f"{BALANCE_SERVICE_URL}/api/balance/{investment_account_name}", headers=headers)
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response.raise_for_status()
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data = response.json()
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current_balance = data['balance']
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logger.info(
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logger.info("Calculated cash balance for account", extra={'user_id': current_user.id, 'account': investment_account_name, 'balance': current_balance})
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except Exception as e:
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logger.error(
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logger.error("Could not retrieve balance for validation", extra={'user_id': current_user.id, 'error': str(e), 'account': investment_account_name})
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if float(current_balance) < float(trade_cost):
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error_detail = f"Insufficient cash balance in '{investment_account_name}'. Balance: {current_balance}, Required: {trade_cost}"
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logger.warning("Insufficient funds for trade", extra={'user_id': current_user.id, 'account': investment_account_name, 'balance': current_balance, 'required': trade_cost})
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raise HTTPException(
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status_code=400,
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detail=
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detail=error_detail
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)
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trade_data = trade.dict(exclude={'symbol', 'name', 'asset_type', 'industry', 'id_crypto'})
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db_trade = models.Trade(**trade_data, asset_id=db_asset.id, user_id=current_user.id)
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if db_trade.trade_type == 'buy':
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logger.info(
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logger.info("STOCK PURCHASE recorded", extra={'user_id': current_user.id, 'shares': db_trade.shares, 'symbol': trade_symbol, 'price': db_trade.price})
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elif db_trade.trade_type == 'sell':
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logger.info(
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logger.info("STOCK SALE recorded", extra={'user_id': current_user.id, 'shares': db_trade.shares, 'symbol': trade_symbol, 'price': db_trade.price})
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db.add(db_trade)
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db.commit()
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db.refresh(db_trade)
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logger.info("Trade created successfully", extra={'user_id': current_user.id, 'trade_id': db_trade.id})
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# Get and log asset summary after trade
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account_summary = crud.get_account_summary(db=db, user_id=current_user.id, account_name=trade.investment_account)
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logger.info("Account asset summary after trade", extra={'user_id': current_user.id, 'account': trade.investment_account, 'summary': account_summary})
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return db_trade
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@router.get("/", response_model=list[schemas.TradeResponse])
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db: Session = Depends(get_db),
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current_user: models.User = Depends(get_current_user)
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):
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logger.info(
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query = db.query(models.Trade).filter(
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logger.info("Reading trades", extra={'user_id': current_user.id, 'account': investment_account, 'skip': skip, 'limit': limit})
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query = db.query(models.Trade).filter(
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models.Trade.user_id == current_user.id,
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models.Trade.deleted_at.is_(None) # Filter out soft-deleted trades
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,
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models.Trade.deleted_at.is_(None) # Filter out soft-deleted trades
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)
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if investment_account:
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query = query.filter(models.Trade.investment_account == investment_account)
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trades = query.order_by(models.Trade.date.desc()).offset(skip).limit(limit).all()
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logger.info(
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return trades
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logger.info("Trades found", extra={'user_id': current_user.id, 'count': len(trades), 'account': investment_account})
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return trades
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@router.delete("/{trade_id}", response_model=schemas.TradeResponse)
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def delete_trade(
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trade_id: int,
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db: Session = Depends(get_db),
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current_user: models.User = Depends(get_current_user)
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):
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logger.info(f"Attempting soft-delete for trade ID: {trade_id} by user: {current_user.id}")
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db_trade = db.query(models.Trade).filter(
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models.Trade.id == trade_id,
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models.Trade.user_id == current_user.id,
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models.Trade.deleted_at.is_(None) # Ensure it's not already deleted
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).first()
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if not db_trade:
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logger.warning(f"Trade ID: {trade_id} not found or already deleted for user: {current_user.id}")
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raise HTTPException(status_code=404, detail="Trade not found or already deleted")
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db_trade.deleted_at = datetime.utcnow() # Set deletion timestamp
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db.add(db_trade)
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db.commit()
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db.refresh(db_trade)
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logger.info(f"Successfully soft-deleted trade ID: {trade_id} for user: {current_user.id}")
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return db_trade
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