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
@@ -35,6 +35,7 @@ class LedgerEntryResponse(BaseModel):
 class PortfolioBase(BaseModel):
    broker: str = "kis"
    status: str = "enabled"
+    name: str | None = None
    symbol: str


@@ -42,6 +43,7 @@ class PortfolioSummary(BaseModel):
    portfolio_id: str
    broker: str
    status: str
+    name: str
    symbol: str
    cash_balance: float = 0.0
    asset_quantity: float = 0.0
@@ -80,6 +82,7 @@ class CreatePortfolioRequest(PortfolioBase):
 class UpdatePortfolioRequest(BaseModel):
    broker: str | None = None
    status: str | None = None
+    name: str | None = None
    symbol: str | None = None
    strategy_name: str | None = None
    strategy_params: dict[str, Any] | None = None