@marcos_feitoza/personal-finance-backen-trades-assets 1.0.4 → 1.1.1

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package/CHANGELOG.md CHANGED
@@ -1,3 +1,17 @@
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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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+
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+
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+ ### Bug Fixes
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+
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+ * update logs ([5bfcc96](https://github.com/MarcosOps/personal-finance-backend-trades-assets/commit/5bfcc965be907ec04583dc86e8a04caeb1ef8cb5))
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+
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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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+
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+
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+ ### Features
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+
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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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+
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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 CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@marcos_feitoza/personal-finance-backen-trades-assets",
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- "version": "1.0.4",
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+ "version": "1.1.1",
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  "publishConfig": {
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  "access": "public"
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  },
@@ -1,16 +1,15 @@
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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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-
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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",
@@ -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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-
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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,
@@ -39,64 +26,72 @@ async def create_trade(
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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(f"Processing trade for user {current_user.id}, symbol: {trade_symbol}")
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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(f"Asset with symbol {trade_symbol} not found globally. Creating new asset...")
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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(f"Created new global asset with ID: {db_asset.id}")
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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(f"Found existing global asset with ID: {db_asset.id}")
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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(f"Calculated cash balance for '{investment_account_name}' is {current_balance}")
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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(f"Could not retrieve balance for validation for user {current_user.id}: {e}")
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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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- logger.warning(f"Insufficient funds in '{investment_account_name}' for user {current_user.id}. Balance: {current_balance}, Required: {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=f"Insufficient cash balance in '{investment_account_name}' to complete trade."
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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(f"STOCK PURCHASE for user {current_user.id}: Bought {db_trade.shares} shares of {trade_symbol} at ${db_trade.price:.2f} each.")
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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(f"STOCK SALE for user {current_user.id}: Sold {db_trade.shares} shares of {trade_symbol} at ${db_trade.price:.2f} each.")
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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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+
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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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+
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  return db_trade
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  @router.get("/", response_model=list[schemas.TradeResponse])
@@ -107,11 +102,41 @@ def read_trades(
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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"Reading trades for user {current_user.id}, account: {investment_account}")
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- query = db.query(models.Trade).filter(models.Trade.user_id == current_user.id)
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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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+
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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(f"Found {len(trades)} trades for user {current_user.id}")
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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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+
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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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+
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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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+
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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