update of posotion by trade his

internal/database/company.go

@@ -8,6 +8,22 @@ import (
 	_ "github.com/mattn/go-sqlite3"
 )
 
+func GetCompanyBySymbol(db *sql.DB, symbol string) (*model.Company, error) {
+	var c model.Company
+	err := db.QueryRow(
+		`SELECT id, symbol, shares_outstanding, price, currency_id FROM companies WHERE symbol = ?`,
+		symbol,
+	).Scan(&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID)
+
+	if err == sql.ErrNoRows {
+		return nil, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("query company: %w", err)
+	}
+	return &c, nil
+}
+
 func GetCompanyByID(db *sql.DB, id int) (*model.Company, error) {
 	var c model.Company
 	err := db.QueryRow(

internal/database/portfolio.go

@@ -9,7 +9,7 @@ import (
 )
 
 func GetTrades(db *sql.DB) ([]model.Trade, error) {
-	rows, err := db.Query("SELECT company_id, symbol, currency_id, currency_code, shares, product, type, price, traded_at FROM trades")
+	rows, err := db.Query("SELECT symbol, currency_code, shares, product, type, price, traded_at FROM trades")
 	if err != nil {
 		return nil, err
 	}
@@ -20,7 +20,7 @@ func GetTrades(db *sql.DB) ([]model.Trade, error) {
 		var typeInt int
 		var t model.Trade
 
-		err := rows.Scan(&t.CompanyID, &t.Symbol, &t.CompanyID, &t.CurrencyCode, &t.Shares, &t.Product, &typeInt, &t.Price, &t.Date)
+		err := rows.Scan(&t.Symbol, &t.CurrencyCode, &t.Shares, &t.Product, &typeInt, &t.Price, &t.Date)
 		if err != nil {
 			return nil, err
 		}
@@ -69,10 +69,8 @@ func GetPositions(db *sql.DB) ([]model.Position, error) {
 
 func InsertTrade(db *sql.DB, trade model.Trade) error {
 	_, err := db.Exec(
-		"INSERT INTO trades (company_id, symbol, currency_id, currency_code, shares, product, type, price, traded_at) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)",
-		trade.CompanyID,
+		"INSERT INTO trades (symbol, currency_code, shares, product, type, price, traded_at) VALUES (?, ?, ?, ?, ?, ?, ?)",
 		trade.Symbol,
-		trade.CurrencyID,
 		trade.CurrencyCode,
 		trade.Shares,
 		trade.Product,
@@ -82,3 +80,56 @@ func InsertTrade(db *sql.DB, trade model.Trade) error {
 	)
 	return err
 }
+
+func UpdatePositions(db *sql.DB, positions []model.Position) error {
+	// Complete overwrite of the db positions
+	_, err := db.Exec("DELETE FROM position")
+	if err != nil {
+		return fmt.Errorf("failed to clear positions: %s", err)
+	}
+
+	for _, p := range positions {
+		// Resolve company_id if missing
+		if p.CompanyID == 0 {
+			company, err := GetCompanyBySymbol(db, p.Symbol)
+			if err != nil {
+				return fmt.Errorf("could not find company %s: %s", p.Symbol, err)
+			}
+			p.CompanyID = company.ID
+		}
+
+		// Resolve currency_id if missing
+		if p.CurrencyID == 0 {
+			currency, err := GetCurrencyByCode(db, p.CurrencyCode)
+			if err != nil {
+				return fmt.Errorf("could not find currency %s: %s", p.CurrencyCode, err)
+			}
+			p.CurrencyID = currency.ID
+		}
+
+		_, err := db.Exec(`
+            INSERT INTO position (company_id, symbol, currency_id, currency_code, shares, weight, cost_basis)
+            VALUES (?, ?, ?, ?, ?, ?, ?)
+            ON CONFLICT(company_id) DO UPDATE SET
+                symbol        = excluded.symbol,
+                currency_id   = excluded.currency_id,
+                currency_code = excluded.currency_code,
+                shares        = excluded.shares,
+                weight        = excluded.weight,
+                cost_basis    = excluded.cost_basis
+        `,
+			p.CompanyID,
+			p.Symbol,
+			p.CurrencyID,
+			p.CurrencyCode,
+			p.Shares,
+			p.Weight,
+			p.CostBasis,
+		)
+		if err != nil {
+			return fmt.Errorf("failed to upsert position %s: %s", p.Symbol, err)
+		}
+	}
+
+	return nil
+}

internal/handlers/portfolio.go

@@ -3,6 +3,7 @@ package handlers
 import (
 	"Portifolio/internal/database"
 	"Portifolio/internal/model"
+	"Portifolio/internal/service"
 	"database/sql"
 	"encoding/json"
 	"fmt"
@@ -32,15 +33,8 @@ func AddTradeHandler(db *sql.DB) http.HandlerFunc {
 			return
 		}
 
-		// check if company is in the db.
-		company, err := database.GetCompanyByID(db, req.TickerId)
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to find currency: %s", err), http.StatusInternalServerError)
-			return
-		}
-
 		trade := model.Trade{
-			Symbol:       company.Symbol,
+			Symbol:       req.Symbol,
 			Shares:       req.Shares,
 			Product:      model.TradeProduct(req.Product),
 			Type:         model.TradeType(req.Type),
@@ -49,7 +43,23 @@ func AddTradeHandler(db *sql.DB) http.HandlerFunc {
 			Date:         req.Date,
 		}
 
-		database.InsertTrade(db, trade)
+		err = database.InsertTrade(db, trade)
+		if err != nil {
+			http.Error(w, fmt.Sprintf("failed to insert trade into db: %s", err), http.StatusInternalServerError)
+			return
+		}
+
+		err = service.UpdatePositionByTradeList(db)
+		update := true
+		if err != nil {
+			update = false
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		if err := json.NewEncoder(w).Encode(map[string]any{"success": true, "position update": update}); err != nil {
+			http.Error(w, fmt.Sprintf("failed to encode trades: %s", err), http.StatusInternalServerError)
+			return
+		}
 	}
 }
 

internal/model/portifolio.go

@@ -32,20 +32,8 @@ const (
 	Sell TradeType = false
 )
 
-type Trade struct {
-	CompanyID    int
-	Symbol       string
-	CurrencyID   int
-	CurrencyCode string
-	Shares       int
-	Product      TradeProduct
-	Type         TradeType
-	Price        float64
-	Date         time.Time
-}
-
 type AddTradeRequest struct {
-	TickerId     int       `json:"ticker_id"`
+	Symbol       string    `json:"symbol"`
 	Shares       int       `json:"shares"`
 	Product      int       `json:"product"`
 	Type         bool      `json:"type"`
@@ -54,9 +42,19 @@ type AddTradeRequest struct {
 	Date         time.Time `json:"date"`
 }
 
+type Trade struct {
+	Symbol       string
+	CurrencyCode string
+	Shares       int
+	Product      TradeProduct
+	Type         TradeType
+	Price        float64
+	Date         time.Time
+}
+
 func (r *AddTradeRequest) Validate() error {
-	if r.TickerId <= 0 {
-		return errors.New("ticker id must be a positive integer")
+	if r.Symbol == "" {
+		return errors.New("empty SYmbol string")
 	}
 	if r.Shares <= 0 {
 		return errors.New("shares must be a positive integer")
@@ -67,7 +65,7 @@ func (r *AddTradeRequest) Validate() error {
 	if r.Price <= 0 {
 		return errors.New("price must be a positive number")
 	}
-	if r.CurrencyCode != "" {
+	if r.CurrencyCode == "" {
 		return errors.New("currency is required")
 	}
 	if r.Date.IsZero() {

internal/service/portfolio.go

@@ -0,0 +1,51 @@
+package service
+
+import (
+	"Portifolio/internal/database"
+	"Portifolio/internal/model"
+	"database/sql"
+	"fmt"
+
+	_ "github.com/mattn/go-sqlite3"
+)
+
+func UpdatePositionByTradeList(db *sql.DB) error {
+
+	trades, err := database.GetTrades(db)
+	if err != nil {
+		fmt.Printf("Failed to get the trades from db: %s", err)
+	}
+
+	var TradeSum map[string]model.Position
+
+	for _, trade := range trades {
+		if trade.Type == model.Buy {
+			TradeSum[trade.Symbol] = model.Position{
+				Symbol:       trade.Symbol,
+				CurrencyCode: trade.CurrencyCode,
+				CostBasis:    TradeSum[trade.Symbol].CostBasis + trade.Price,
+				Shares:       TradeSum[trade.Symbol].Shares + trade.Shares,
+			}
+		} else {
+			TradeSum[trade.Symbol] = model.Position{
+				Symbol:       trade.Symbol,
+				CurrencyCode: trade.CurrencyCode,
+				CostBasis:    TradeSum[trade.Symbol].CostBasis - trade.Price,
+				Shares:       TradeSum[trade.Symbol].Shares - trade.Shares,
+			}
+		}
+
+	}
+
+	var NewPositinos []model.Position
+	for _, pos := range TradeSum {
+		NewPositinos = append(NewPositinos, pos)
+	}
+
+	err = database.UpdatePositions(db, NewPositinos)
+	if err != nil {
+		return fmt.Errorf("Failed to insert the new postions number into db: %s", err)
+	}
+
+	return nil
+}