05/31 Phase 4

2026-05-31 16:40:59 -04:00
parent 1560041cdb
commit 9c846159ef
9 changed files with 925 additions and 1 deletions
@@ -0,0 +1,122 @@
+"""
+Investment Service — price fetching via yfinance, portfolio calculations.
+"""
+
+import logging
+from datetime import datetime
+from app.extensions import db
+from app.models.investment import Investment
+
+log = logging.getLogger(__name__)
+
+
+def fetch_price(ticker):
+    """
+    Fetch latest price for a ticker via yfinance.
+    Returns float or None on failure.
+    """
+    if not ticker:
+        return None
+    try:
+        import yfinance as yf
+        t = yf.Ticker(ticker.upper())
+        hist = t.history(period='2d')
+        if hist.empty:
+            return None
+        return float(hist['Close'].iloc[-1])
+    except Exception as e:
+        log.warning(f'[investment] price fetch failed for {ticker}: {e}')
+        return None
+
+
+def update_prices(investment_ids=None):
+    """
+    Update current_price for all (or specified) investments with a ticker.
+    Returns dict: {ticker: new_price}
+    """
+    query = Investment.query.filter(
+        Investment.ticker != None,
+        Investment.ticker != '',
+        Investment.is_active == True,
+    )
+    if investment_ids:
+        query = query.filter(Investment.id.in_(investment_ids))
+
+    investments = query.all()
+    updated = {}
+
+    for inv in investments:
+        price = fetch_price(inv.ticker)
+        if price is not None:
+            inv.current_price = price
+            inv.last_price_update = datetime.utcnow()
+            updated[inv.ticker] = price
+
+    if updated:
+        try:
+            db.session.commit()
+        except Exception as e:
+            db.session.rollback()
+            log.error(f'[investment] DB commit failed: {e}')
+
+    return updated
+
+
+def get_portfolio_summary():
+    """
+    Return portfolio-level aggregates across all active investments.
+    """
+    investments = Investment.query.filter_by(is_active=True).all()
+
+    total_cost = sum(i.total_cost for i in investments)
+    total_value = sum(i.current_value for i in investments)
+    total_gain = total_value - total_cost
+    total_gain_pct = round((total_gain / total_cost) * 100, 2) if total_cost > 0 else 0
+
+    # Group by asset type for allocation chart
+    type_totals = {}
+    for inv in investments:
+        t = inv.asset_type
+        type_totals[t] = type_totals.get(t, 0) + inv.current_value
+
+    allocation = []
+    for asset_type, value in sorted(type_totals.items(), key=lambda x: -x[1]):
+        pct = round((value / total_value * 100), 1) if total_value > 0 else 0
+        allocation.append({
+            'type': asset_type,
+            'value': value,
+            'pct': pct,
+            'color': ASSET_COLORS.get(asset_type, '#94a3b8'),
+        })
+
+    return {
+        'investments': investments,
+        'total_cost': total_cost,
+        'total_value': total_value,
+        'total_gain': total_gain,
+        'total_gain_pct': total_gain_pct,
+        'allocation': allocation,
+        'count': len(investments),
+    }
+
+
+# Consistent colors per asset type
+ASSET_COLORS = {
+    'stock':        '#3b82f6',
+    'etf':          '#06b6d4',
+    'crypto':       '#f59e0b',
+    'real_estate':  '#10b981',
+    'bond':         '#8b5cf6',
+    'cash':         '#64748b',
+    'other':        '#ec4899',
+}
+
+ASSET_TYPE_LABELS = {
+    'stock':        'Stock',
+    'etf':          'ETF',
+    'crypto':       'Crypto',
+    'real_estate':  'Real Estate',
+    'bond':         'Bond',
+    'cash':         'Cash',
+    'other':        'Other',
+}