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>
35 lines
1.0 KiB
Python
35 lines
1.0 KiB
Python
"""Pydantic schemas for account-related API operations."""
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from pydantic import BaseModel, Field
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from datetime import datetime
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from typing import Optional
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from app.models.account import AccountType
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class AccountBase(BaseModel):
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"""Base schema for account data."""
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account_number: str = Field(..., description="Unique account identifier")
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account_name: str = Field(..., description="Human-readable account name")
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account_type: AccountType = Field(default=AccountType.CASH, description="Account type")
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class AccountCreate(AccountBase):
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"""Schema for creating a new account."""
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pass
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class AccountUpdate(BaseModel):
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"""Schema for updating an existing account."""
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account_name: Optional[str] = Field(None, description="Updated account name")
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account_type: Optional[AccountType] = Field(None, description="Updated account type")
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class AccountResponse(AccountBase):
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"""Schema for account API responses."""
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id: int
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created_at: datetime
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updated_at: datetime
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class Config:
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from_attributes = True
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