trading-platform-frontend-v2/src/services/portfolio.service.ts

/**
 * Portfolio Service
 * Client for connecting to the Portfolio API
 */

const API_URL = import.meta.env.VITE_API_URL || 'http://localhost:3080';

// ============================================================================
// Types
// ============================================================================

export type RiskProfile = 'conservative' | 'moderate' | 'aggressive';

export interface Portfolio {
  id: string;
  userId: string;
  name: string;
  riskProfile: RiskProfile;
  allocations: PortfolioAllocation[];
  totalValue: number;
  totalCost: number;
  unrealizedPnl: number;
  unrealizedPnlPercent: number;
  realizedPnl: number;
  lastRebalanced: string | null;
  createdAt: string;
  updatedAt: string;
}

export interface PortfolioAllocation {
  id: string;
  portfolioId: string;
  asset: string;
  targetPercent: number;
  currentPercent: number;
  quantity: number;
  value: number;
  cost: number;
  pnl: number;
  pnlPercent: number;
  deviation: number;
}

export interface PortfolioGoal {
  id: string;
  userId: string;
  name: string;
  targetAmount: number;
  currentAmount: number;
  targetDate: string;
  monthlyContribution: number;
  progress: number;
  projectedCompletion: string | null;
  status: 'on_track' | 'at_risk' | 'behind';
  createdAt: string;
  updatedAt: string;
}

export interface RebalanceRecommendation {
  asset: string;
  currentPercent: number;
  targetPercent: number;
  action: 'buy' | 'sell' | 'hold';
  amount: number;
  amountUSD: number;
  priority: 'high' | 'medium' | 'low';
}

export interface PortfolioStats {
  totalValue: number;
  dayChange: number;
  dayChangePercent: number;
  weekChange: number;
  weekChangePercent: number;
  monthChange: number;
  monthChangePercent: number;
  allTimeChange: number;
  allTimeChangePercent: number;
  bestPerformer: { asset: string; change: number };
  worstPerformer: { asset: string; change: number };
}

export interface CreatePortfolioInput {
  name: string;
  riskProfile: RiskProfile;
  initialValue?: number;
}

export interface CreateGoalInput {
  name: string;
  targetAmount: number;
  targetDate: string;
  monthlyContribution: number;
}

// ============================================================================
// Portfolio API Functions
// ============================================================================

/**
 * Get user's portfolios
 */
export async function getUserPortfolios(): Promise<Portfolio[]> {
  const response = await fetch(`${API_URL}/api/v1/portfolio`, {
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to fetch portfolios');
  const data = await response.json();
  return data.data || data;
}

/**
 * Get portfolio by ID
 */
export async function getPortfolio(portfolioId: string): Promise<Portfolio> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/${portfolioId}`, {
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to fetch portfolio');
  const data = await response.json();
  return data.data || data;
}

/**
 * Create a new portfolio
 */
export async function createPortfolio(input: CreatePortfolioInput): Promise<Portfolio> {
  const response = await fetch(`${API_URL}/api/v1/portfolio`, {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    credentials: 'include',
    body: JSON.stringify(input),
  });
  if (!response.ok) throw new Error('Failed to create portfolio');
  const data = await response.json();
  return data.data || data;
}

/**
 * Update portfolio allocations
 */
export async function updateAllocations(
  portfolioId: string,
  allocations: { asset: string; targetPercent: number }[]
): Promise<Portfolio> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/${portfolioId}/allocations`, {
    method: 'PUT',
    headers: { 'Content-Type': 'application/json' },
    credentials: 'include',
    body: JSON.stringify({ allocations }),
  });
  if (!response.ok) throw new Error('Failed to update allocations');
  const data = await response.json();
  return data.data || data;
}

/**
 * Get rebalancing recommendations
 */
export async function getRebalanceRecommendations(
  portfolioId: string
): Promise<RebalanceRecommendation[]> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/${portfolioId}/rebalance`, {
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to fetch recommendations');
  const data = await response.json();
  return data.data || data;
}

/**
 * Execute rebalancing
 */
export async function executeRebalance(portfolioId: string): Promise<Portfolio> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/${portfolioId}/rebalance`, {
    method: 'POST',
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to execute rebalance');
  const data = await response.json();
  return data.data || data;
}

/**
 * Get portfolio statistics
 */
export async function getPortfolioStats(portfolioId: string): Promise<PortfolioStats> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/${portfolioId}/stats`, {
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to fetch stats');
  const data = await response.json();
  return data.data || data;
}

// ============================================================================
// Goals API Functions
// ============================================================================

/**
 * Get user's goals
 */
export async function getUserGoals(): Promise<PortfolioGoal[]> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/goals`, {
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to fetch goals');
  const data = await response.json();
  return data.data || data;
}

/**
 * Create a new goal
 */
export async function createGoal(input: CreateGoalInput): Promise<PortfolioGoal> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/goals`, {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    credentials: 'include',
    body: JSON.stringify(input),
  });
  if (!response.ok) throw new Error('Failed to create goal');
  const data = await response.json();
  return data.data || data;
}

/**
 * Update goal progress
 */
export async function updateGoalProgress(
  goalId: string,
  currentAmount: number
): Promise<PortfolioGoal> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/goals/${goalId}/progress`, {
    method: 'PUT',
    headers: { 'Content-Type': 'application/json' },
    credentials: 'include',
    body: JSON.stringify({ currentAmount }),
  });
  if (!response.ok) throw new Error('Failed to update goal');
  const data = await response.json();
  return data.data || data;
}

/**
 * Delete a goal
 */
export async function deleteGoal(goalId: string): Promise<void> {
  const response = await fetch(`${API_URL}/api/v1/portfolio/goals/${goalId}`, {
    method: 'DELETE',
    credentials: 'include',
  });
  if (!response.ok) throw new Error('Failed to delete goal');
}