eea4469095
- Complete MVP for tracking Fidelity brokerage account performance - Transaction import from CSV with deduplication - Automatic FIFO position tracking with options support - Real-time P&L calculations with market data caching - Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time) - Docker-based deployment with PostgreSQL backend - React/TypeScript frontend with TailwindCSS - FastAPI backend with SQLAlchemy ORM Features: - Multi-account support - Import via CSV upload or filesystem - Open and closed position tracking - Balance history charting - Performance analytics and metrics - Top trades analysis - Responsive UI design Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
42 lines
1.5 KiB
Python
42 lines
1.5 KiB
Python
"""Account model representing a brokerage account."""
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from sqlalchemy import Column, Integer, String, DateTime, Enum
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from sqlalchemy.orm import relationship
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from sqlalchemy.sql import func
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import enum
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from app.database import Base
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class AccountType(str, enum.Enum):
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"""Enumeration of account types."""
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CASH = "cash"
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MARGIN = "margin"
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class Account(Base):
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"""
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Represents a brokerage account.
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Attributes:
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id: Primary key
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account_number: Unique account identifier
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account_name: Human-readable account name
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account_type: Type of account (cash or margin)
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created_at: Timestamp of account creation
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updated_at: Timestamp of last update
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transactions: Related transactions
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positions: Related positions
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"""
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__tablename__ = "accounts"
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id = Column(Integer, primary_key=True, index=True)
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account_number = Column(String(50), unique=True, nullable=False, index=True)
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account_name = Column(String(200), nullable=False)
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account_type = Column(Enum(AccountType), nullable=False, default=AccountType.CASH)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), onupdate=func.now(), server_default=func.now(), nullable=False)
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# Relationships
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transactions = relationship("Transaction", back_populates="account", cascade="all, delete-orphan")
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positions = relationship("Position", back_populates="account", cascade="all, delete-orphan")
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