All files / routes portfolio.js

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const express = require('express');
const router = express.Router();
const { Portfolio, Trade, Transaction, FeeRecord } = require('../models');
const logger = require('../utils/logger');
const { Op } = require('sequelize');
 
// Get portfolio overview
router.get('/', async (req, res) => {
  try {
    let portfolio = await Portfolio.findOne({ where: { userId: req.userId } });
    
    if (!portfolio) {
      // Create portfolio if doesn't exist
      portfolio = await Portfolio.create({ userId: req.userId });
    }
 
    res.json({ portfolio });
  } catch (error) {
    logger.error('Get portfolio error:', error);
    res.status(500).json({ error: 'Failed to fetch portfolio' });
  }
});
 
// Get portfolio holdings
router.get('/holdings', async (req, res) => {
  try {
    const portfolio = await Portfolio.findOne({ where: { userId: req.userId } });
    
    if (!portfolio) {
      return res.json({ holdings: {} });
    }
 
    res.json({ holdings: portfolio.holdings });
  } catch (error) {
    logger.error('Get holdings error:', error);
    res.status(500).json({ error: 'Failed to fetch holdings' });
  }
});
 
// Get portfolio history
router.get('/history', async (req, res) => {
  try {
    const { period = 'daily' } = req.query;
    const portfolio = await Portfolio.findOne({ where: { userId: req.userId } });
    
    if (!portfolio) {
      return res.json({ history: [] });
    }
 
    const history = portfolio.historicalData[period] || [];
    res.json({ history });
  } catch (error) {
    logger.error('Get history error:', error);
    res.status(500).json({ error: 'Failed to fetch history' });
  }
});
 
// Get portfolio performance
router.get('/performance', async (req, res) => {
  try {
    const { days = 30 } = req.query;
    const startDate = new Date();
    startDate.setDate(startDate.getDate() - parseInt(days));
 
    const portfolio = await Portfolio.findOne({ where: { userId: req.userId } });
    
    if (!portfolio) {
      return res.json({ performance: [] });
    }
 
    // Get trades in period
    const trades = await Trade.findAll({
      where: {
        userId: req.userId,
        status: 'completed',
        createdAt: { [Op.gte]: startDate }
      },
      order: [['createdAt', 'ASC']]
    });
 
    // Calculate daily performance
    const performanceData = {};
    let runningValue = parseFloat(portfolio.totalDeposited);
 
    trades.forEach(trade => {
      const date = trade.createdAt.toISOString().split('T')[0];
      if (!performanceData[date]) {
        performanceData[date] = {
          date,
          value: runningValue,
          trades: 0,
          profit: 0
        };
      }
      
      const profit = parseFloat(trade.profit);
      runningValue += profit;
      performanceData[date].value = runningValue;
      performanceData[date].trades++;
      performanceData[date].profit += profit;
    });
 
    const performance = Object.values(performanceData);
    
    res.json({ 
      performance,
      summary: {
        totalTrades: trades.length,
        totalProfit: trades.reduce((sum, t) => sum + parseFloat(t.profit), 0),
        avgProfit: trades.length > 0 ? trades.reduce((sum, t) => sum + parseFloat(t.profit), 0) / trades.length : 0,
        roi: portfolio.calculateROI()
      }
    });
  } catch (error) {
    logger.error('Get performance error:', error);
    res.status(500).json({ error: 'Failed to fetch performance' });
  }
});
 
// Get fee breakdown
router.get('/fees', async (req, res) => {
  try {
    const { days = 30 } = req.query;
    const startDate = new Date();
    startDate.setDate(startDate.getDate() - parseInt(days));
 
    const fees = await FeeRecord.findAll({
      where: {
        userId: req.userId,
        createdAt: { [Op.gte]: startDate }
      },
      order: [['createdAt', 'DESC']]
    });
 
    // Group by fee type
    const breakdown = fees.reduce((acc, fee) => {
      if (!acc[fee.feeType]) {
        acc[fee.feeType] = 0;
      }
      acc[fee.feeType] += parseFloat(fee.amount);
      return acc;
    }, {});
 
    const total = Object.values(breakdown).reduce((sum, val) => sum + val, 0);
 
    res.json({
      breakdown,
      total,
      fees: fees.slice(0, 50) // Return last 50 fees
    });
  } catch (error) {
    logger.error('Get fees error:', error);
    res.status(500).json({ error: 'Failed to fetch fees' });
  }
});
 
// Update portfolio settings
router.put('/settings', async (req, res) => {
  try {
    const { activeStrategies, metadata } = req.body;
    
    const portfolio = await Portfolio.findOne({ where: { userId: req.userId } });
    
    if (!portfolio) {
      return res.status(404).json({ error: 'Portfolio not found' });
    }
 
    if (activeStrategies) portfolio.activeStrategies = activeStrategies;
    if (metadata) portfolio.metadata = { ...portfolio.metadata, ...metadata };
 
    await portfolio.save();
 
    res.json({ portfolio, message: 'Settings updated successfully' });
  } catch (error) {
    logger.error('Update settings error:', error);
    res.status(500).json({ error: 'Failed to update settings' });
  }
});
 
module.exports = router;