backend/app/models/holding.py

"""
Holding ORM Model.

Tracks user investment positions — ticker, quantity, average price,
purchase date, and position type (long/short).
"""

from __future__ import annotations

from datetime import date, datetime

from sqlalchemy import (
    Date,
    DateTime,
    Float,
    ForeignKey,
    Integer,
    String,
    Text,
    func,
)
from sqlalchemy.orm import Mapped, mapped_column, relationship

from app.database import Base


class Holding(Base):
    """A single investment position in a user's portfolio."""

    __tablename__ = "holdings"

    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
    user_id: Mapped[int] = mapped_column(
        Integer, ForeignKey("users.id"), nullable=False, index=True
    )
    ticker: Mapped[str] = mapped_column(String(20), nullable=False, index=True)
    name: Mapped[str] = mapped_column(String(300), nullable=True)
    quantity: Mapped[float] = mapped_column(Float, nullable=False)
    avg_price: Mapped[float] = mapped_column(Float, nullable=False)
    purchase_date: Mapped[date] = mapped_column(Date, nullable=True)
    position_type: Mapped[str] = mapped_column(
        String(10), nullable=False, default="long"
    )  # long / short
    asset_class: Mapped[str] = mapped_column(
        String(30), nullable=True, default="equity"
    )  # equity, etf, option, crypto, forex, commodity
    exchange: Mapped[str] = mapped_column(String(20), nullable=True)
    currency: Mapped[str] = mapped_column(String(10), nullable=True, default="USD")
    notes: Mapped[str] = mapped_column(Text, nullable=True)
    created_at: Mapped[datetime] = mapped_column(
        DateTime(timezone=True), server_default=func.now()
    )
    updated_at: Mapped[datetime] = mapped_column(
        DateTime(timezone=True), server_default=func.now(), onupdate=func.now()
    )

    user = relationship("User", back_populates="holdings")

    def __repr__(self) -> str:
        return f"<Holding(id={self.id}, ticker='{self.ticker}', qty={self.quantity})>"