feat(portfolio): add asset name field across API, DB, and CLI

2026-04-03 14:51:36 +00:00
parent aeb4f10fd0
commit 0654b24d66
13 changed files with 115 additions and 19 deletions
@@ -70,6 +70,7 @@ class Portfolio:
    portfolio_id: str
    broker: str
    status: str
+    name: str
    symbol: str
    cash_balance: float = 0.0
    asset_quantity: float = 0.0
@@ -22,6 +22,7 @@ class PortfolioDomainRepository(Protocol):
        portfolio_id: str,
        symbol: str,
        *,
+        name: str | None = None,
        broker: str = "kis",
        status: str = "enabled",
        active_strategy_id: str | None = None,
@@ -34,6 +35,7 @@ class PortfolioDomainRepository(Protocol):
        *,
        broker: str,
        status: str,
+        name: str,
        symbol: str,
        cash_balance: float,
        asset_quantity: float,
@@ -99,6 +101,7 @@ def apply_buy(
        portfolio_id=portfolio.portfolio_id,
        broker=portfolio.broker,
        status=portfolio.status,
+        name=portfolio.name,
        symbol=portfolio.symbol,
        cash_balance=float(portfolio.cash_balance) - total_cost,
        asset_quantity=float(portfolio.asset_quantity) + quantity,
@@ -159,6 +162,7 @@ def apply_sell(
        portfolio_id=portfolio.portfolio_id,
        broker=portfolio.broker,
        status=portfolio.status,
+        name=portfolio.name,
        symbol=portfolio.symbol,
        cash_balance=float(portfolio.cash_balance) + net_proceeds,
        asset_quantity=float(portfolio.asset_quantity) - quantity,