Spaces:
Runtime error
Runtime error
File size: 2,760 Bytes
50ca514 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 | import mongoose from 'mongoose';
const portfolioSchema = new mongoose.Schema({
userId: {
type: mongoose.Schema.Types.ObjectId,
ref: 'Users', // Updated to match your existing User model name
required: true
},
balance: {
type: Number,
default: 10000,
min: 0
},
stocks: [{
code: {
type: String,
required: true,
uppercase: true // Automatically convert stock codes to uppercase
},
quantity: {
type: Number,
required: true,
min: 0
},
avgPrice: {
type: Number,
required: true,
min: 0
}
}],
transactions: [{
type: {
type: String,
enum: ['BUY', 'SELL'],
required: true
},
code: {
type: String,
required: true,
uppercase: true
},
quantity: {
type: Number,
required: true,
min: 1
},
price: {
type: Number,
required: true,
min: 0
},
timestamp: {
type: Date,
default: Date.now
}
}],
createdAt: {
type: Date,
default: Date.now
},
lastUpdated: {
type: Date,
default: Date.now
}
});
// Pre-save middleware to update lastUpdated timestamp
portfolioSchema.pre('save', function(next) {
this.lastUpdated = new Date();
next();
});
// Add methods to calculate portfolio value, returns, etc.
portfolioSchema.methods.calculatePortfolioValue = async function(currentPrices) {
const stocksValue = this.stocks.reduce((total, stock) => {
const currentPrice = currentPrices[stock.code] || stock.avgPrice;
return total + (stock.quantity * currentPrice);
}, 0);
return stocksValue + this.balance;
};
portfolioSchema.methods.calculateReturns = async function(currentPrices) {
const currentValue = await this.calculatePortfolioValue(currentPrices);
const investedValue = this.stocks.reduce((total, stock) => {
return total + (stock.quantity * stock.avgPrice);
}, 0);
return {
absoluteReturn: currentValue - investedValue,
percentageReturn: ((currentValue - investedValue) / investedValue) * 100
};
};
// Static method to find user's portfolio with validation
portfolioSchema.statics.findUserPortfolio = async function(userId) {
const portfolio = await this.findOne({ userId });
if (!portfolio) {
throw new Error('Portfolio not found');
}
return portfolio;
};
const Portfolio = mongoose.model('Portfolio', portfolioSchema);
export default Portfolio; |