portfolio-hub/app/cli/commands/portfolio.py

"""Portfolio CLI commands."""

from __future__ import annotations

import json
import re
from typing import Any

import typer

from app.cli.core.utils import execute_command, render_output
from app.schemas.portfolio import (
    BuyRequest,
    CommentCreateRequest,
    CommentUpdateRequest,
    CreatePortfolioRequest,
    InvestRequest,
    ResetPortfolioRequest,
    SellRequest,
    TransferRequest,
    UpdatePortfolioRequest,
)
from app.services.portfolio_service import PortfolioService

_NAME_RE = re.compile(r"^[a-zA-Z0-9._:\-]{1,100}$")

portfolio_app = typer.Typer(help="Portfolio lifecycle and trade commands.")
comment_app = typer.Typer(help="Portfolio comment history commands.")
portfolio_app.add_typer(comment_app, name="comment")


def _parse_strategy_params(value: str) -> dict[str, Any]:
    if not value.strip():
        return {}
    parsed = json.loads(value)
    if not isinstance(parsed, dict):
        raise ValueError("strategy params must be a JSON object")
    return parsed


def _with_service(ctx: typer.Context, callback):
    app_context = ctx.obj
    repository = app_context.repository_factory(app_context.settings)
    service = PortfolioService(repository)
    try:
        result = execute_command(app_context.console, callback=lambda: callback(service, app_context))
        return result
    finally:
        if callable(getattr(type(repository), "close", None)):
            repository.close()


def _with_service_and_repo(ctx: typer.Context, callback):
    app_context = ctx.obj
    repository = app_context.repository_factory(app_context.settings)
    service = PortfolioService(repository)
    try:
        result = execute_command(app_context.console, callback=lambda: callback(service, repository, app_context))
        return result
    finally:
        if callable(getattr(type(repository), "close", None)):
            repository.close()


def _confirm(force: bool, message: str) -> None:
    if force:
        return
    confirmed = typer.confirm(message)
    if not confirmed:
        raise typer.Exit(code=0)


def _validate_portfolio_name(name: str, ctx_console=None) -> None:
    if not _NAME_RE.match(name):
        msg = f"유효하지 않은 이름입니다: {name!r} — [a-zA-Z0-9._:-] 문자만 허용하며 1~100자여야 합니다."
        if ctx_console is not None:
            ctx_console.print(f"Error: {msg}")
            raise typer.Exit(code=1)
        raise ValueError(msg)


def _resolve_portfolio_id(repository, name: str, user: str) -> str:
    owner = repository.get_user_by_username(user)
    if owner is None:
        raise ValueError(f"사용자를 찾을 수 없습니다: {user}")
    portfolio = repository.get_portfolio_by_name_and_user(owner.id, name)
    if portfolio is None:
        raise ValueError(f"포트폴리오를 찾을 수 없습니다: {name} (user: {user})")
    return portfolio.portfolio_id


@portfolio_app.command("list")
def list_portfolios(
    ctx: typer.Context,
    user: str | None = typer.Option(None, "--user", help="Filter by username (required)."),
    broker: str | None = typer.Option(None, help="Filter by broker."),
    status: str | None = typer.Option(None, help="Filter by status."),
    include_tags: list[str] | None = typer.Option(None, "--include-tag", help="Include tag filter. Repeatable."),
    exclude_tags: list[str] | None = typer.Option(None, "--exclude-tag", help="Exclude tag filter. Repeatable."),
    match_mode: str | None = typer.Option(None, "--match-mode", help="AND or OR for include tags."),
) -> None:
    if user is None:
        ctx.obj.console.print("Error: --user 옵션은 필수입니다.")
        raise typer.Exit(code=1)

    def _callback(service, repository, app_context):
        owner = repository.get_user_by_username(user)
        if owner is None:
            raise ValueError(f"사용자를 찾을 수 없습니다: {user}")
        return service.list_portfolios(
            owner_user_id=owner.id,
            broker=broker,
            status=status,
            include_tags=include_tags,
            exclude_tags=exclude_tags,
            match_mode=match_mode,
        )

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail, empty_message="No portfolios found.")


@portfolio_app.command("status")
def portfolio_status(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    recent: int = typer.Option(5, "--recent", min=1, help="Number of recent ledger entries."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.get_portfolio_status(portfolio_id=portfolio_id, recent_trades=recent)

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("create")
def create_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name (user-scoped unique identifier)."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    asset_id: str | None = typer.Option(None, "--asset-id", help="Asset UUID from the asset catalog."),
    symbol: str | None = typer.Option(None, "--symbol", help="Asset symbol to look up asset_id (alternative to --asset-id)."),
    broker: str = typer.Option("kis", help="Broker code."),
    status: str = typer.Option("enabled", help="Portfolio status."),
    cash_balance: float = typer.Option(0.0, min=0.0, help="Starting cash balance."),
    asset_quantity: float = typer.Option(0.0, min=0.0, help="Starting asset quantity."),
    asset_price: float = typer.Option(0.0, min=0.0, help="Starting asset price."),
    profit_buffer: float = typer.Option(0.0, min=0.0, help="Initial profit buffer."),
    strategy_name: str = typer.Option("target_value", help="Strategy name."),
    strategy_params: str = typer.Option("{}", help="Strategy params as JSON object."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    if asset_id is None and symbol is None:
        ctx.obj.console.print("Error: --asset-id 또는 --symbol 중 하나는 필수입니다.")
        raise typer.Exit(code=1)

    def _callback(service, repository, app_context):
        resolved_asset_id = asset_id
        if resolved_asset_id is None:
            asset = repository.get_asset_by_symbol(symbol)
            if asset is None:
                raise ValueError(f"symbol에 해당하는 asset을 찾을 수 없습니다: {symbol}")
            resolved_asset_id = asset.asset_id
        owner = repository.get_user_by_username(user)
        if owner is None:
            raise ValueError(f"사용자를 찾을 수 없습니다: {user}")
        return service.create_portfolio(
            CreatePortfolioRequest(
                name=name,
                asset_id=resolved_asset_id,
                broker=broker,
                status=status,
                cash_balance=cash_balance,
                asset_quantity=asset_quantity,
                asset_price=asset_price,
                profit_buffer=profit_buffer,
                strategy_name=strategy_name,
                strategy_params=_parse_strategy_params(strategy_params),
            ),
            owner_user_id=owner.id,
        )

    _confirm(force, f"Create portfolio {name!r} (user: {user})?")
    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("update")
def update_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    broker: str | None = typer.Option(None, help="Broker code."),
    status: str | None = typer.Option(None, help="Portfolio status."),
    new_name: str | None = typer.Option(None, "--new-name", help="New portfolio name (requires --force or confirm)."),
    strategy_name: str | None = typer.Option(None, help="Strategy name."),
    strategy_params: str | None = typer.Option(None, help="Strategy params as JSON object."),
    asset_price: float | None = typer.Option(None, min=0.0, help="Current asset price."),
    daemon_id: str | None = typer.Option(None, "--daemon-id", help="Assign portfolio to this daemon (managed_by_daemon_id)."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    if new_name is not None:
        _validate_portfolio_name(new_name, ctx.obj.console)
        _confirm(force, f"Rename portfolio {name!r} → {new_name!r} (user: {user})?")
    else:
        _confirm(force, f"Update portfolio {name!r} (user: {user})?")

    parsed_strategy_params = None if strategy_params is None else _parse_strategy_params(strategy_params)

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.update_portfolio(
            portfolio_id,
            UpdatePortfolioRequest(
                broker=broker,
                status=status,
                name=new_name,
                strategy_name=strategy_name,
                strategy_params=parsed_strategy_params,
                asset_price=asset_price,
                managed_by_daemon_id=daemon_id,
            ),
        )

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("buy")
def buy_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    quantity: float = typer.Option(..., min=0.0000001, help="Quantity to buy."),
    price: float = typer.Option(..., min=0.0000001, help="Execution price."),
    fee: float = typer.Option(0.0, min=0.0, help="Fee amount."),
    tax: float = typer.Option(0.0, min=0.0, help="Tax amount."),
    note: str = typer.Option("", help="Ledger note."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    total_cost = quantity * price + fee + tax
    _confirm(force, f"Buy {quantity:g} units of {name!r} (user: {user}) at {price:,.0f} (total {total_cost:,.0f})?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.buy(portfolio_id, BuyRequest(quantity=quantity, price=price, fee=fee, tax=tax, note=note))

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("sell")
def sell_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    quantity: float = typer.Option(..., min=0.0000001, help="Quantity to sell."),
    price: float = typer.Option(..., min=0.0000001, help="Execution price."),
    fee: float = typer.Option(0.0, min=0.0, help="Fee amount."),
    tax: float = typer.Option(0.0, min=0.0, help="Tax amount."),
    note: str = typer.Option("", help="Ledger note."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    net_amount = quantity * price - fee - tax
    _confirm(force, f"Sell {quantity:g} units of {name!r} (user: {user}) at {price:,.0f} (net {net_amount:,.0f})?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.sell(portfolio_id, SellRequest(quantity=quantity, price=price, fee=fee, tax=tax, note=note))

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("invest")
def invest_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    movement_type: str = typer.Option(..., "--type", help="deposit, profit, or withdraw."),
    amount: float = typer.Option(..., min=0.0000001, help="Buffer adjustment amount."),
    note: str = typer.Option("", help="Ledger note."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    _confirm(force, f"Apply {movement_type} of {amount:,.0f} to portfolio {name!r} (user: {user})?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.invest(portfolio_id, InvestRequest(movement_type=movement_type, amount=amount, note=note))

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("transfer")
def transfer_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    direction: str = typer.Option(..., help="to-buffer or from-buffer."),
    amount: float = typer.Option(..., min=0.0000001, help="Transfer amount."),
    note: str = typer.Option("", help="Ledger note."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    _confirm(force, f"Transfer {amount:,.0f} {direction} for portfolio {name!r} (user: {user})?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.transfer(portfolio_id, TransferRequest(direction=direction, amount=amount, note=note))

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("reset")
def reset_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    infer_symbol: str | None = typer.Option(None, help="Fallback symbol when portfolio does not exist."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    _confirm(force, f"Reset portfolio {name!r} (user: {user})?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        return service.reset(portfolio_id, ResetPortfolioRequest(infer_symbol=infer_symbol))

    detail = _with_service_and_repo(ctx, _callback)
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@portfolio_app.command("delete")
def delete_portfolio(
    ctx: typer.Context,
    name: str = typer.Argument(..., help="Portfolio name."),
    user: str = typer.Option(..., "--user", help="Owner username (required)."),
    keep_ledger: bool = typer.Option(False, help="Preserve ledger history."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _validate_portfolio_name(name, ctx.obj.console)
    suffix = " and keep ledger" if keep_ledger else ""
    _confirm(force, f"Delete portfolio {name!r} (user: {user}){suffix}?")

    def _callback(service, repository, app_context):
        portfolio_id = _resolve_portfolio_id(repository, name, user)
        service.delete(portfolio_id, keep_ledger=keep_ledger)
        return portfolio_id

    pid = _with_service_and_repo(ctx, _callback)
    if ctx.obj.output_format == "json":
        render_output(ctx.obj.console, ctx.obj.output_format, {"deleted": name, "keep_ledger": keep_ledger})
    else:
        ctx.obj.console.print(f"Deleted portfolio: {name}")


@comment_app.command("add")
def comment_add(
    ctx: typer.Context,
    portfolio_id: str = typer.Argument(..., help="Portfolio UUID."),
    content: str = typer.Option(..., "--content", help="Comment text (supports multiline)."),
) -> None:
    detail = _with_service(
        ctx,
        lambda service, app_context: service.create_comment(
            portfolio_id,
            CommentCreateRequest(content=content),
        ),
    )
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@comment_app.command("list")
def comment_list(
    ctx: typer.Context,
    portfolio_id: str = typer.Argument(..., help="Portfolio UUID."),
) -> None:
    detail = _with_service(
        ctx,
        lambda service, app_context: service.list_comments(portfolio_id),
    )
    render_output(ctx.obj.console, ctx.obj.output_format, detail, empty_message="No comments found.")


@comment_app.command("update")
def comment_update(
    ctx: typer.Context,
    portfolio_id: str = typer.Argument(..., help="Portfolio UUID."),
    comment_id: str = typer.Argument(..., help="Comment identifier."),
    content: str = typer.Option(..., "--content", help="Updated comment text."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _confirm(force, f"Update comment {comment_id} for portfolio {portfolio_id}?")
    detail = _with_service(
        ctx,
        lambda service, app_context: service.update_comment(
            portfolio_id,
            comment_id,
            CommentUpdateRequest(content=content),
        ),
    )
    render_output(ctx.obj.console, ctx.obj.output_format, detail)


@comment_app.command("delete")
def comment_delete(
    ctx: typer.Context,
    portfolio_id: str = typer.Argument(..., help="Portfolio UUID."),
    comment_id: str = typer.Argument(..., help="Comment identifier."),
    force: bool = typer.Option(False, "--force", help="Skip confirmation prompt."),
) -> None:
    _confirm(force, f"Delete comment {comment_id} for portfolio {portfolio_id}?")
    _with_service(
        ctx,
        lambda service, app_context: service.delete_comment(portfolio_id, comment_id),
    )
    if ctx.obj.output_format == "json":
        render_output(ctx.obj.console, ctx.obj.output_format, {"deleted": comment_id, "portfolio_id": portfolio_id})
    else:
        ctx.obj.console.print(f"Deleted comment: {comment_id}")