new endpoints

README.md

@@ -1,15 +1,16 @@
 # Portfolio Engine
 
-A lightweight portfolio and financial data backend written in Go. Tracks companies, currencies, and revenue reports across configurable time periods — replacing spreadsheets with a proper database, REST API, and interactive shell.
+A lightweight portfolio and financial data backend written in Go. Tracks companies, currencies, revenue reports, and trades across configurable time periods — replacing spreadsheets with a proper database, REST API, and interactive shell.
 
 ## Features
 
-- SQLite database with foreign key enforcement
+* SQLite database with foreign key enforcement
-- REST API on port `8080`
+* REST API on port `8080`
-- Interactive shell for managing data without an HTTP client
+* Interactive shell for managing data without an HTTP client
-- Revenue tracking by period (quarterly, half-year, full year)
+* Revenue tracking by period (quarterly, half-year, full year)
-- Revenue broken down by custom categories (product, location, segment...)
+* Revenue broken down by custom categories (product, location, segment...)
-- Health endpoint with DB latency, memory, and uptime stats
+* Trade tracking (stocks, options, currency trades)
+* Health endpoint with DB latency, memory, and uptime stats
 
 ## Project Structure
 
@@ -25,12 +26,14 @@ A lightweight portfolio and financial data backend written in Go. Tracks compani
     ├── handlers/
     │   ├── main.go              # HealthHandler
     │   ├── currency.go          # AddCurrencyHandler, GetCurrenciesHandler
-    │   └── revenue.go           # AddRevenueEntryHandler, GetRevenueReportHandler, GetRevenueSumHandler
+    │   ├── revenue.go           # AddRevenueEntryHandler, GetRevenueReportHandler, GetRevenueSumHandler
+    │   └── trade.go             # AddTradeHandler, GetTradeListHandler
     ├── model/
     │   ├── company.go           # Company struct + SQL (InsertCompany, GetAllCompanies)
     │   ├── currency.go          # Currency struct + SQL (InsertCurrency, GetAllCurrencies)
     │   ├── periode.go           # Period struct + helpers (QuarterPeriod, HalfYearPeriod, FullYearPeriod)
-    │   └── revenue.go           # Revenue, RevenueReport, RevSum structs + SQL
+    │   ├── revenue.go           # Revenue, RevenueReport, RevSum structs + SQL
+    │   └── trade.go             # Trade struct, TradeType, TradeProduct enums + SQL
     ├── service/
     │   ├── main.go              # Service wiring
     │   ├── company.go           # Company business logic
@@ -46,14 +49,14 @@ A lightweight portfolio and financial data backend written in Go. Tracks compani
 
 ### Prerequisites
 
-- Go 1.21+
+* Go 1.21+
-- GCC (required for SQLite CGO bindings)
+* GCC (required for SQLite CGO bindings)
-  - Ubuntu/Debian: `sudo apt install gcc`
+  + Ubuntu/Debian: `sudo apt install gcc`
-  - macOS: comes with Xcode Command Line Tools
+  + macOS: comes with Xcode Command Line Tools
 
 ### Install & Run
 
-```bash
+```
 git clone git@git.samantha42.xyz:samantha/Portifolio-Engine.git
 cd Portifolio-Engine
 go mod download
@@ -62,7 +65,7 @@ go run main.go
 
 Or build first:
 
-```bash
+```
 chmod +x build.sh
 ./build.sh
 ./Portifolio
@@ -89,7 +92,7 @@ The HTTP server and shell run concurrently — the API is live while you type sh
 
 Returns server status, DB connection info, memory usage, and uptime.
 
-```bash
+```
 curl http://localhost:8080/health
 ```
 
@@ -120,7 +123,7 @@ Returns `503` with `"status": "degraded"` if the database is unreachable.
 
 ### `POST /add/company`
 
-```bash
+```
 curl -X POST http://localhost:8080/add/company \
   -H "Content-Type: application/json" \
   -d '{"name":"Novo Nordisk","shares_outstanding":4442064180,"price":251.00,"currency_id":1}'
@@ -130,7 +133,7 @@ curl -X POST http://localhost:8080/add/company \
 
 ### `GET /companies`
 
-```bash
+```
 curl http://localhost:8080/companies
 ```
 
@@ -138,7 +141,7 @@ curl http://localhost:8080/companies
 
 ### `POST /add/currency`
 
-```bash
+```
 curl -X POST http://localhost:8080/add/currency \
   -H "Content-Type: application/json" \
   -d '{"code":"DKK","name":"Danish Krone"}'
@@ -148,17 +151,77 @@ curl -X POST http://localhost:8080/add/currency \
 
 ### `GET /currencies`
 
-```bash
+```
 curl http://localhost:8080/currencies
 ```
 
 ---
 
+### `POST /trade/add`
+
+Add a new trade. `product` and `type` are integer enums (see tables below).
+
+```
+curl -X POST http://localhost:8080/trade/add \
+  -H "Content-Type: application/json" \
+  -d '{
+    "ticker_id":   1,
+    "currency":    "DKK",
+    "shares":      100,
+    "product":     0,
+    "type":        false,
+    "price":       251.00,
+    "date":        "2025-03-01T00:00:00Z"
+  }'
+```
+
+**`product` values:**
+
+| Value | Meaning          |
+|-------|------------------|
+| `0`   | StockTrade       |
+| `1`   | OptionTradeCall  |
+| `2`   | OptionTradePut   |
+| `3`   | CurrencyTrade    |
+
+**`type` values:**
+
+| Value   | Meaning |
+|---------|---------|
+| `false` | Buy     |
+| `true`  | Sell    |
+
+---
+
+### `GET /trade/list`
+
+Returns all trades as a JSON array.
+
+```
+curl http://localhost:8080/trade/list
+```
+
+```json
+[
+  {
+    "Ticker":   { "id": 1, "name": "Novo Nordisk", ... },
+    "Shares":   100,
+    "Product":  0,
+    "Type":     false,
+    "Price":    251.00,
+    "Currency": { "id": 1, "code": "DKK", "name": "Danish Krone" },
+    "Date":     "2025-03-01T00:00:00Z"
+  }
+]
+```
+
+---
+
 ### `POST /add/revenue/entry`
 
 Add a single revenue line to a report. The period is created automatically if it doesn't exist.
 
-```bash
+```
 curl -X POST http://localhost:8080/add/revenue/entry \
   -H "Content-Type: application/json" \
   -d '{
@@ -187,7 +250,7 @@ curl -X POST http://localhost:8080/add/revenue/entry \
 
 Get all revenue entries for a company and period.
 
-```bash
+```
 curl "http://localhost:8080/revenue/report?company_id=1&period_type=Q&year=2025&index=1"
 ```
 
@@ -197,7 +260,7 @@ curl "http://localhost:8080/revenue/report?company_id=1&period_type=Q&year=2025&
 
 Sum all revenue entries for a company across all periods of a given type in a year.
 
-```bash
+```
 curl "http://localhost:8080/revenue/sum?company_id=1&period_type=Q&year=2025"
 ```
 
@@ -205,63 +268,17 @@ curl "http://localhost:8080/revenue/sum?company_id=1&period_type=Q&year=2025"
 
 ## Shell Commands
 
-| Command          | Description                                   |
+| Command          | Description                                      |
-|------------------|-----------------------------------------------|
+|------------------|--------------------------------------------------|
-| `add-company`    | Add a new company interactively               |
+| `add-company`    | Add a new company interactively                  |
-| `list-companies` | List all companies with price and share count |
+| `list-companies` | List all companies with price and share count    |
-| `add-currency`   | Add a new currency interactively              |
+| `add-currency`   | Add a new currency interactively                 |
-| `list-currency`  | List all currencies with their IDs            |
+| `list-currency`  | List all currencies with their IDs               |
-| `add-revenue`    | Add a revenue entry interactively             |
+| `add-revenue`    | Add a revenue entry interactively                |
-| `list-revenue`   | List revenue entries for a company/period     |
+| `list-revenue`   | List revenue entries for a company/period        |
-| `sum-revenue`    | Sum revenue across all periods in a year      |
+| `sum-revenue`    | Sum revenue across all periods in a year         |
-| `help`           | Show all available commands                   |
+| `help`           | Show all available commands                      |
-| `exit`           | Quit                                          |
+| `exit`           | Quit                                             |
-
-### Example session
-
-```
-> add-currency
-  Code (e.g. DKK): DKK
-  Name (e.g. Danish Krone): Danish Krone
-  ✓ Currency 'Danish Krone' (DKK) added with ID 1
-
-> add-company
-  Name: Novo Nordisk
-  Shares outstanding: 4442064180
-  Price: 251.00
-  Currency ID: 1
-  ✓ Company 'Novo Nordisk' added.
-
-> add-revenue
-  Company ID: 1
-  Currency ID: 1
-  Period type (Q/H/Y): Q
-  Year: 2025
-  Index (Q: 1-4 | H: 1-2 | Y: 1): 1
-  Category (product/location/total): product
-  Label (e.g. iPhone, Americas): Diabetes Care
-  Value: 54200
-  ✓ Revenue entry added: product / Diabetes Care = 54200.00 (Q1 2025)
-
-> sum-revenue
-  Company ID: 1
-  Period type to sum (Q/H/Y): Q
-  Year: 2025
-
-  Revenue Sum — FY2025
-  Total: 54200.00
-
-  By Category:
-    product         54200.00
-
-  By Label:
-    Diabetes Care   54200.00
-
-> list-companies
-  ID    NAME                 CURRENCY   PRICE           SHARES
-  ------------------------------------------------------------
-  1     Novo Nordisk         DKK        251.00          4442064180
-```
 
 ---
 
@@ -313,20 +330,15 @@ CREATE TABLE revenue_entries (
     FOREIGN KEY (currency_id) REFERENCES currencies(id)
 );
 
-CREATE TABLE category_defs (
+CREATE TABLE trades (
-    id         INTEGER PRIMARY KEY AUTOINCREMENT,
+    id          INTEGER  PRIMARY KEY AUTOINCREMENT,
-    company_id INTEGER NOT NULL,
+    company_id  INTEGER  NOT NULL,
-    name       TEXT    NOT NULL,
+    currency_id INTEGER  NOT NULL,
-    FOREIGN KEY (company_id) REFERENCES companies(id),
+    shares      INTEGER  NOT NULL,
-    UNIQUE(company_id, name)
+    product     INTEGER  NOT NULL CHECK(product IN (0, 1, 2, 3)),
-);
+    type        INTEGER  NOT NULL CHECK(type IN (0, 1)),
-
+    price       REAL     NOT NULL,
-CREATE TABLE category_labels (
+    traded_at   DATETIME NOT NULL
-    id              INTEGER PRIMARY KEY AUTOINCREMENT,
-    category_def_id INTEGER NOT NULL,
-    label           TEXT    NOT NULL,
-    FOREIGN KEY (category_def_id) REFERENCES category_defs(id),
-    UNIQUE(category_def_id, label)
 );
 ```
 
@@ -334,8 +346,9 @@ CREATE TABLE category_labels (
 
 ## Roadmap
 
-- `GET /company/{id}/revenue` — full revenue history for a company
+* `GET /company/{id}/revenue` — full revenue history for a company
-- Price update endpoint
+* `GET /trade/list?ticker_id=1` — filter trades by company
-- Market cap calculation (price × shares outstanding)
+* Price update endpoint
-- Multi-currency conversion
+* Market cap calculation (price × shares outstanding)
-- Frontend dashboard
+* Multi-currency conversion
+* Frontend dashboard

internal/database/main.go

@@ -16,6 +16,25 @@ func InitDB(db *sql.DB) {
         name TEXT    NOT NULL
     );
 
+    CREATE TABLE IF NOT EXISTS trades (
+        id          INTEGER PRIMARY KEY AUTOINCREMENT,
+        company_id  INTEGER NOT NULL,
+        currency_id INTEGER NOT NULL,
+        shares      INTEGER NOT NULL,
+        product     INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3)),
+        type        INTEGER NOT NULL CHECK(type IN (0, 1)),
+        price       REAL    NOT NULL
+        traded_at   DATETIME NOT NULL
+    );
+
+    CREATE TABLE IF NOT EXISTS position (
+        id         INTEGER PRIMARY KEY AUTOINCREMENT,
+        company_id INTEGER NOT NULL,
+        shares     INTEGER NOT NULL,
+        weight     REAL NOT NULL,
+        CostBases   REAL NOT NULL,
+    );
+
     CREATE TABLE IF NOT EXISTS companies (
         id                 INTEGER PRIMARY KEY AUTOINCREMENT,
         name               TEXT    NOT NULL UNIQUE,

internal/database/portfolio.go

@@ -0,0 +1,45 @@
+package database
+
+import (
+	"Portifolio/internal/model"
+	"database/sql"
+
+	_ "github.com/mattn/go-sqlite3"
+)
+
+func GetTrades(db *sql.DB) ([]model.Trade, error) {
+	rows, err := db.Query("SELECT id, company_id, currency_id, shares, product, type, price, traded_at FROM trades")
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+
+	var trades []model.Trade
+	for rows.Next() {
+		var t model.Trade
+		err := rows.Scan(&t.Ticker, &t.Currency, &t.Shares, &t.Product, &t.Type, &t.Price, &t.Date)
+		if err != nil {
+			return nil, err
+		}
+		trades = append(trades, t)
+	}
+	if err = rows.Err(); err != nil {
+		return nil, err
+	}
+
+	return trades, nil
+}
+
+func InsertTrade(db *sql.DB, trade model.Trade) error {
+	_, err := db.Exec(
+		"INSERT INTO trades (company_id, currency_id, shares, product, type, price, traded_at) VALUES (?, ?, ?, ?, ?, ?, ?)",
+		trade.Ticker.ID,
+		trade.Currency.ID,
+		trade.Shares,
+		trade.Product,
+		trade.Type,
+		trade.Price,
+		trade.Date,
+	)
+	return err
+}

internal/handlers/portfolio.go

@@ -0,0 +1,44 @@
+package handlers
+
+import (
+	"Portifolio/internal/database"
+	"Portifolio/internal/model"
+	"database/sql"
+	"encoding/json"
+	"net/http"
+
+	_ "github.com/mattn/go-sqlite3"
+)
+
+func AddTradeHandler(db *sql.DB) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		var req model.AddTradeRequest
+		if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+			http.Error(w, "invalid json", http.StatusBadRequest)
+			return
+		}
+
+		err := req.Validate()
+		if err != nil {
+			http.Error(w, "invalid json", http.StatusBadRequest)
+			return
+		}
+
+	}
+}
+
+func GetTradeListHandler(db *sql.DB) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		tradeList, err := database.GetTrades(db)
+		if err != nil {
+			http.Error(w, "failed to fetch trades", http.StatusInternalServerError)
+			return
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		if err := json.NewEncoder(w).Encode(tradeList); err != nil {
+			http.Error(w, "failed to encode trades", http.StatusInternalServerError)
+			return
+		}
+	}
+}

internal/model/portifolio.go

@@ -0,0 +1,81 @@
+package model
+
+import (
+	"errors"
+	"time"
+)
+
+type Position struct {
+	Company   Company
+	weight    float64
+	CostBasis float64
+	Shares    int
+}
+
+type TradeProduct int
+
+const (
+	StockTrade      TradeProduct = iota // 0
+	OptionCallTrade                     // 1
+	OptionPutTrade                      // 2
+	CurrencyTrade                       // 3
+	BondTrade
+)
+
+type TradeType bool
+
+const (
+	Buy  TradeType = true
+	Sell TradeType = false
+)
+
+type Trade struct {
+	Ticker   Company
+	Shares   int
+	Product  TradeProduct
+	Type     TradeType
+	Price    float64
+	Currency Currency
+	Date     time.Time
+}
+
+type AddTradeRequest struct {
+	TickerId int
+	Shares   int
+	Product  int
+	Type     bool
+	Price    float64
+	Currency string
+	Date     time.Time
+}
+
+func (r *AddTradeRequest) Validate() error {
+	if r.TickerId <= 0 {
+		return errors.New("ticker id must be a positive integer")
+	}
+	if r.Shares <= 0 {
+		return errors.New("shares must be a positive integer")
+	}
+	if r.Product < 0 || r.Product > 3 {
+		return errors.New("product must be between 0 and 3")
+	}
+	if r.Price <= 0 {
+		return errors.New("price must be a positive number")
+	}
+	if r.Currency == "" {
+		return errors.New("currency is required")
+	}
+	if r.Date.IsZero() {
+		return errors.New("date is required")
+	}
+	if r.Date.After(time.Now()) {
+		return errors.New("date cannot be in the future")
+	}
+	return nil
+}
+
+// for now trades and none stock position will not be supported.
+type Portifolio struct {
+	Positions []Position
+	Trades    []Trade
+}

main.go

@@ -35,6 +35,10 @@ func main() {
 
 	http.HandleFunc("/health", handlers.HealthHandler(db))
 
+	//Trades
+	http.HandleFunc("POST /trade/add", handlers.AddTradeHandler(db))
+	http.HandleFunc("GET /trade/list", handlers.GetTradeListHandler(db))
+
 	// Company
 	http.HandleFunc("POST /add/company", handlers.AddCompanyHandler(db))
 	http.HandleFunc("GET /companies", handlers.GetCompaniesHandler(db))