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>
152 lines
3.7 KiB
Python
152 lines
3.7 KiB
Python
"""Account management API endpoints."""
|
|
from fastapi import APIRouter, Depends, HTTPException, status
|
|
from sqlalchemy.orm import Session
|
|
from typing import List
|
|
|
|
from app.api.deps import get_db
|
|
from app.models import Account
|
|
from app.schemas import AccountCreate, AccountUpdate, AccountResponse
|
|
|
|
router = APIRouter()
|
|
|
|
|
|
@router.post("", response_model=AccountResponse, status_code=status.HTTP_201_CREATED)
|
|
def create_account(account: AccountCreate, db: Session = Depends(get_db)):
|
|
"""
|
|
Create a new brokerage account.
|
|
|
|
Args:
|
|
account: Account creation data
|
|
db: Database session
|
|
|
|
Returns:
|
|
Created account
|
|
|
|
Raises:
|
|
HTTPException: If account number already exists
|
|
"""
|
|
# Check if account number already exists
|
|
existing = (
|
|
db.query(Account)
|
|
.filter(Account.account_number == account.account_number)
|
|
.first()
|
|
)
|
|
|
|
if existing:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_400_BAD_REQUEST,
|
|
detail=f"Account with number {account.account_number} already exists",
|
|
)
|
|
|
|
# Create new account
|
|
db_account = Account(**account.model_dump())
|
|
db.add(db_account)
|
|
db.commit()
|
|
db.refresh(db_account)
|
|
|
|
return db_account
|
|
|
|
|
|
@router.get("", response_model=List[AccountResponse])
|
|
def list_accounts(skip: int = 0, limit: int = 100, db: Session = Depends(get_db)):
|
|
"""
|
|
List all accounts.
|
|
|
|
Args:
|
|
skip: Number of records to skip
|
|
limit: Maximum number of records to return
|
|
db: Database session
|
|
|
|
Returns:
|
|
List of accounts
|
|
"""
|
|
accounts = db.query(Account).offset(skip).limit(limit).all()
|
|
return accounts
|
|
|
|
|
|
@router.get("/{account_id}", response_model=AccountResponse)
|
|
def get_account(account_id: int, db: Session = Depends(get_db)):
|
|
"""
|
|
Get account by ID.
|
|
|
|
Args:
|
|
account_id: Account ID
|
|
db: Database session
|
|
|
|
Returns:
|
|
Account details
|
|
|
|
Raises:
|
|
HTTPException: If account not found
|
|
"""
|
|
account = db.query(Account).filter(Account.id == account_id).first()
|
|
|
|
if not account:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail=f"Account {account_id} not found",
|
|
)
|
|
|
|
return account
|
|
|
|
|
|
@router.put("/{account_id}", response_model=AccountResponse)
|
|
def update_account(
|
|
account_id: int, account_update: AccountUpdate, db: Session = Depends(get_db)
|
|
):
|
|
"""
|
|
Update account details.
|
|
|
|
Args:
|
|
account_id: Account ID
|
|
account_update: Updated account data
|
|
db: Database session
|
|
|
|
Returns:
|
|
Updated account
|
|
|
|
Raises:
|
|
HTTPException: If account not found
|
|
"""
|
|
db_account = db.query(Account).filter(Account.id == account_id).first()
|
|
|
|
if not db_account:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail=f"Account {account_id} not found",
|
|
)
|
|
|
|
# Update fields
|
|
update_data = account_update.model_dump(exclude_unset=True)
|
|
for field, value in update_data.items():
|
|
setattr(db_account, field, value)
|
|
|
|
db.commit()
|
|
db.refresh(db_account)
|
|
|
|
return db_account
|
|
|
|
|
|
@router.delete("/{account_id}", status_code=status.HTTP_204_NO_CONTENT)
|
|
def delete_account(account_id: int, db: Session = Depends(get_db)):
|
|
"""
|
|
Delete an account and all associated data.
|
|
|
|
Args:
|
|
account_id: Account ID
|
|
db: Database session
|
|
|
|
Raises:
|
|
HTTPException: If account not found
|
|
"""
|
|
db_account = db.query(Account).filter(Account.id == account_id).first()
|
|
|
|
if not db_account:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail=f"Account {account_id} not found",
|
|
)
|
|
|
|
db.delete(db_account)
|
|
db.commit()
|