Backend Copy Portfolio Routes

backend/go.sum

@@ -2,13 +2,10 @@ github.com/KyleBanks/depth v1.2.1 h1:5h8fQADFrWtarTdtDudMmGsC7GPbOAu6RVB3ffsVFHc
 github.com/KyleBanks/depth v1.2.1/go.mod h1:jzSb9d0L43HxTQfT+oSA1EEp2q+ne2uh6XgeJcm8brE=
 github.com/brianvoe/gofakeit/v6 v6.19.0/go.mod h1:Ow6qC71xtwm79anlwKRlWZW6zVq9D2XHE4QSSMP/rU8=
 github.com/bytedance/sonic v1.5.0/go.mod h1:ED5hyg4y6t3/9Ku1R6dU/4KyJ48DZ4jPhfY1O2AihPM=
-github.com/bytedance/sonic v1.9.1 h1:6iJ6NqdoxCDr6mbY8h18oSO+cShGSMRGCEo7F2h0x8s=
-github.com/bytedance/sonic v1.9.1/go.mod h1:i736AoUSYt75HyZLoJW9ERYxcy6eaN6h4BZXU064P/U=
 github.com/bytedance/sonic v1.10.0-rc/go.mod h1:ElCzW+ufi8qKqNW0FY314xriJhyJhuoJ3gFZdAHF7NM=
 github.com/bytedance/sonic v1.10.1 h1:7a1wuFXL1cMy7a3f7/VFcEtriuXQnUBhtoVfOZiaysc=
 github.com/bytedance/sonic v1.10.1/go.mod h1:iZcSUejdk5aukTND/Eu/ivjQuEL0Cu9/rf50Hi0u/g4=
 github.com/chenzhuoyu/base64x v0.0.0-20211019084208-fb5309c8db06/go.mod h1:DH46F32mSOjUmXrMHnKwZdA8wcEefY7UVqBKYGjpdQY=
-github.com/chenzhuoyu/base64x v0.0.0-20221115062448-fe3a3abad311 h1:qSGYFH7+jGhDF8vLC+iwCD4WpbV1EBDSzWkJODFLams=
 github.com/chenzhuoyu/base64x v0.0.0-20221115062448-fe3a3abad311/go.mod h1:b583jCggY9gE99b6G5LEC39OIiVsWj+R97kbl5odCEk=
 github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d h1:77cEq6EriyTZ0g/qfRdp61a3Uu/AWrgIq2s0ClJV1g0=
 github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d/go.mod h1:8EPpVsBuRksnlj1mLy4AWzRNQYxauNi62uWcE3to6eA=
@@ -38,7 +35,6 @@ github.com/gin-contrib/sse v0.1.0 h1:Y/yl/+YNO8GZSjAhjMsSuLt29uWRFHdHYUb5lYOV9qE
 github.com/gin-contrib/sse v0.1.0/go.mod h1:RHrZQHXnP2xjPF+u1gW/2HnVO7nvIa9PG3Gm+fLHvGI=
 github.com/gin-gonic/gin v1.9.1 h1:4idEAncQnU5cB7BeOkPtxjfCSye0AAm1R0RVIqJ+Jmg=
 github.com/gin-gonic/gin v1.9.1/go.mod h1:hPrL7YrpYKXt5YId3A/Tnip5kqbEAP+KLuI3SUcPTeU=
-github.com/go-jose/go-jose/v3 v3.0.0 h1:s6rrhirfEP/CGIoc6p+PZAeogN2SxKav6Wp7+dyMWVo=
 github.com/go-jose/go-jose/v3 v3.0.0/go.mod h1:RNkWWRld676jZEYoV3+XK8L2ZnNSvIsxFMht0mSX+u8=
 github.com/go-jose/go-jose/v3 v3.0.1 h1:pWmKFVtt+Jl0vBZTIpz/eAKwsm6LkIxDVVbFHKkchhA=
 github.com/go-jose/go-jose/v3 v3.0.1/go.mod h1:RNkWWRld676jZEYoV3+XK8L2ZnNSvIsxFMht0mSX+u8=
@@ -56,8 +52,6 @@ github.com/go-playground/locales v0.14.1 h1:EWaQ/wswjilfKLTECiXz7Rh+3BjFhfDFKv/o
 github.com/go-playground/locales v0.14.1/go.mod h1:hxrqLVvrK65+Rwrd5Fc6F2O76J/NuW9t0sjnWqG1slY=
 github.com/go-playground/universal-translator v0.18.1 h1:Bcnm0ZwsGyWbCzImXv+pAJnYK9S473LQFuzCbDbfSFY=
 github.com/go-playground/universal-translator v0.18.1/go.mod h1:xekY+UJKNuX9WP91TpwSH2VMlDf28Uj24BCp08ZFTUY=
-github.com/go-playground/validator/v10 v10.14.0 h1:vgvQWe3XCz3gIeFDm/HnTIbj6UGmg/+t63MyGU2n5js=
-github.com/go-playground/validator/v10 v10.14.0/go.mod h1:9iXMNT7sEkjXb0I+enO7QXmzG6QCsPWY4zveKFVRSyU=
 github.com/go-playground/validator/v10 v10.15.5 h1:LEBecTWb/1j5TNY1YYG2RcOUN3R7NLylN+x8TTueE24=
 github.com/go-playground/validator/v10 v10.15.5/go.mod h1:9iXMNT7sEkjXb0I+enO7QXmzG6QCsPWY4zveKFVRSyU=
 github.com/goccy/go-json v0.10.2 h1:CrxCmQqYDkv1z7lO7Wbh2HN93uovUHgrECaO5ZrCXAU=
@@ -96,8 +90,6 @@ github.com/josharian/intern v1.0.0/go.mod h1:5DoeVV0s6jJacbCEi61lwdGj/aVlrQvzHFF
 github.com/json-iterator/go v1.1.12 h1:PV8peI4a0ysnczrg+LtxykD8LfKY9ML6u2jnxaEnrnM=
 github.com/json-iterator/go v1.1.12/go.mod h1:e30LSqwooZae/UwlEbR2852Gd8hjQvJoHmT4TnhNGBo=
 github.com/klauspost/cpuid/v2 v2.0.9/go.mod h1:FInQzS24/EEf25PyTYn52gqo7WaD8xa0213Md/qVLRg=
-github.com/klauspost/cpuid/v2 v2.2.4 h1:acbojRNwl3o09bUq+yDCtZFc1aiwaAAxtcn8YkZXnvk=
-github.com/klauspost/cpuid/v2 v2.2.4/go.mod h1:RVVoqg1df56z8g3pUjL/3lE5UfnlrJX8tyFgg4nqhuY=
 github.com/klauspost/cpuid/v2 v2.2.5 h1:0E5MSMDEoAulmXNFquVs//DdoomxaoTY1kUhbc/qbZg=
 github.com/klauspost/cpuid/v2 v2.2.5/go.mod h1:Lcz8mBdAVJIBVzewtcLocK12l3Y+JytZYpaMropDUws=
 github.com/knz/go-libedit v1.10.1/go.mod h1:MZTVkCWyz0oBc7JOWP3wNAzd002ZbM/5hgShxwh4x8M=
@@ -177,8 +169,6 @@ go.uber.org/atomic v1.9.0/go.mod h1:fEN4uk6kAWBTFdckzkM89CLk9XfWZrxpCo0nPH17wJc=
 go.uber.org/multierr v1.9.0 h1:7fIwc/ZtS0q++VgcfqFDxSBZVv/Xo49/SYnDFupUwlI=
 go.uber.org/multierr v1.9.0/go.mod h1:X2jQV1h+kxSjClGpnseKVIxpmcjrj7MNnI0bnlfKTVQ=
 golang.org/x/arch v0.0.0-20210923205945-b76863e36670/go.mod h1:5om86z9Hs0C8fWVUuoMHwpExlXzs5Tkyp9hOrfG7pp8=
-golang.org/x/arch v0.3.0 h1:02VY4/ZcO/gBOH6PUaoiptASxtXU10jazRCP865E97k=
-golang.org/x/arch v0.3.0/go.mod h1:5om86z9Hs0C8fWVUuoMHwpExlXzs5Tkyp9hOrfG7pp8=
 golang.org/x/arch v0.5.0 h1:jpGode6huXQxcskEIpOCvrU+tzo81b6+oFLUYXWtH/Y=
 golang.org/x/arch v0.5.0/go.mod h1:5om86z9Hs0C8fWVUuoMHwpExlXzs5Tkyp9hOrfG7pp8=
 golang.org/x/crypto v0.0.0-20190308221718-c2843e01d9a2/go.mod h1:djNgcEr1/C05ACkg1iLfiJU5Ep61QUkGW8qpdssI0+w=
@@ -207,7 +197,6 @@ golang.org/x/sys v0.0.0-20190412213103-97732733099d/go.mod h1:h1NjWce9XRLGQEsW7w
 golang.org/x/sys v0.0.0-20201119102817-f84b799fce68/go.mod h1:h1NjWce9XRLGQEsW7wpKNCjG9DtNlClVuFLEZdDNbEs=
 golang.org/x/sys v0.0.0-20210615035016-665e8c7367d1/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.0.0-20220520151302-bc2c85ada10a/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
-golang.org/x/sys v0.0.0-20220704084225-05e143d24a9e/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.0.0-20220722155257-8c9f86f7a55f/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.1.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.5.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=

backend/main.go

@@ -47,6 +47,7 @@ func main() {
 	routes.SetupPostRoutes(r, db)
 	routes.SetupOnboardingRoutes(r, db)
 	routes.SetupFollowingRoutes(r, db)
+	routes.SetupPortfolioRoutes(r, db)
 
 	r.GET("/swagger/*any", ginSwagger.WrapHandler(swaggerFiles.Handler))
 

backend/src/controllers/portfolio.go

@@ -0,0 +1,87 @@
+package controllers
+
+import (
+	"backend/src/services"
+	"net/http"
+
+	// "fmt"
+
+	"github.com/gin-gonic/gin"
+
+	"backend/src/models"
+)
+
+type PortfolioController struct {
+	portfolioService *services.PortfolioService
+	etradeService    *services.ETradeService
+}
+
+func NewPortfolioController(portfolioService *services.PortfolioService, etradeService *services.ETradeService) *PortfolioController {
+	return &PortfolioController{
+		portfolioService: portfolioService,
+		etradeService:    etradeService,
+	}
+}
+
+// CopyPortfolio copies the target user's portfolio to the current user's portfolio
+func (etc *PortfolioController) CopyPortfolio(c *gin.Context) {
+	currentUserID := c.Query("current_user_id")
+	targetUserID := c.Query("target_user_id")
+
+	// get current user's portfolio. If it doesn't exist, create empty portfolio
+	currentUserPortfolio, err := etc.portfolioService.GetUserPortfolio(currentUserID)
+	if err != nil {
+		// create empty portfolio for the user
+		emptyPortfolio := &models.UserPortfolio{}
+		newPortfolio, createErr := etc.portfolioService.CreateUserPortfolio(currentUserID, emptyPortfolio)
+		currentUserPortfolio = newPortfolio
+		if createErr != nil {
+			c.JSON(http.StatusInternalServerError, gin.H{"error": "Failed to create empty portfolio", "errorMessage": createErr.Error()})
+			return
+		}
+	}
+
+	// get target user's portfolio. If it doesn't exist, return error
+	targetPortfolio, err := etc.portfolioService.GetUserPortfolio(targetUserID)
+	if err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"message": "Target User does not have portfolio to copy", "errorMessage": err.Error()})
+		return
+	}
+
+	// if target user has no positions, return error
+	if len(targetPortfolio.Positions) == 0 {
+		c.JSON(http.StatusBadRequest, gin.H{"message": "Target User's Portfolio has no positions to copy"})
+		return
+	}
+
+	// copy positions to current user's portfolio
+	_, copyErr := etc.portfolioService.CopyPortfolio(*currentUserPortfolio, *targetPortfolio)
+	if copyErr != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"error": "Failed to copy positions", "errorMessage": copyErr.Error()})
+		return
+	}
+
+	// retrieve portfolio so db has time to register new positions and index their ids
+	updatedPortfolio, retrieveErr := etc.portfolioService.GetUserPortfolio(currentUserID)
+	if retrieveErr != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"error": "Failed to retrieve updated portfolio", "errorMessage": retrieveErr.Error()})
+		return
+	}
+
+	c.JSON(http.StatusOK, updatedPortfolio)
+	// c.JSON(http.StatusOK, copiedPortfolio)
+}
+
+// GetUserPortfolio returns the user's portfolio
+func (etc *PortfolioController) GetUserPortfolio(c *gin.Context) {
+	userID := c.Param("user_id")
+
+	// Get the user's portfolio
+	portfolio, err := etc.portfolioService.GetUserPortfolio(userID)
+	if err != nil {
+		c.JSON(http.StatusOK, gin.H{"message": "User does not have portfolio"})
+		return
+	}
+
+	c.JSON(http.StatusOK, portfolio)
+}

backend/src/db/migrations/8_POSITIONS_V1.sql

@@ -22,4 +22,12 @@ CREATE TABLE positions
     total_gain        NUMERIC(12, 2)  NOT NULL,
     total_gain_pct    NUMERIC(12, 2)  NOT NULL,
     type              trade_type_enum NOT NULL
-);
+);
+
+-- Insert dummy data into positions table
+INSERT INTO positions (user_portfolio_id, position_id, ticker, quantity, cost, day_gain, day_gain_pct, total_gain, total_gain_pct, type)
+VALUES
+    (1, 123456, 'AAPL', 10, 150.25, 20.50, 2.5, 100.75, 5.25, 'LONG'),
+    (1, 654321, 'GOOGL', 5, 250.75, 10.25, 1.75, 50.50, 2.75, 'SHORT'),
+    (2, 987654, 'MSFT', 8, 300.50, 15.75, 2.25, 80.25, 4.5, 'LONG'),
+    (3, 246813, 'AMZN', 12, 200.25, 25.50, 3.25, 150.75, 7.75, 'SHORT');

backend/src/models/etrade.go

@@ -1,6 +1,8 @@
 package models
 
-import "backend/src/types"
+import (
+	"backend/src/types"
+)
 
 type OAuthTokens struct {
 	types.Model

backend/src/routes/portfolio.go

@@ -0,0 +1,25 @@
+package routes
+
+import (
+	"backend/src/controllers"
+	"backend/src/services"
+
+	"github.com/gin-gonic/gin"
+	"gorm.io/gorm"
+)
+
+func SetupPortfolioRoutes(router *gin.Engine, db *gorm.DB) {
+	portfolioService := services.NewPortfolioService(db)
+	etradeService := services.NewETradeService(db)
+	portfolioController := controllers.NewPortfolioController(portfolioService, etradeService)
+
+	portfolioRoutes := router.Group("/portfolio")
+	{
+		portfolioRoutes.PUT("", portfolioController.CopyPortfolio)
+		/* different than getportfolio in etrade, returns single object for simplicity
+		keep etrade getportfolio route to match actual Etrade data
+		use either call depending on what you need
+		*/
+		portfolioRoutes.GET("/:user_id", portfolioController.GetUserPortfolio)
+	}
+}

backend/src/routes/user.go

@@ -15,22 +15,6 @@ func SetupUserRoutes(router *gin.Engine, db *gorm.DB, clerkClient clerk.Client)
 
 	userRoutes := router.Group("/users")
 	{
-		/* Protected Routes */
-
-		/*
-			!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-			Clerk middleware currently doesn't work since ngrok does not allow us to
-			edit request headers.
-
-			We can:
-			- implement our own clerk middleware
-			- find out how to modify request headers with axios and bypass ngrok
-			- find out how to modify request headers with ngrok options dynamically
-			- add middleware to filter all requests and attach headers once they reach the backend (might conflict with clerk)
-
-		*/
-		// SetupAuthMiddleware(clerkClient, router)
-
 		// Routes that only read/write DB
 		userRoutes.GET("", userController.GetAllUsers)
 		userRoutes.POST("", userController.CreateUser)

backend/src/services/etrade.go

@@ -8,6 +8,7 @@ import (
 	"fmt"
 	"io"
 	"net/http"
+	"net/url"
 	"os"
 	"time"
 
@@ -336,6 +337,77 @@ func (s *ETradeService) GetUserPortfolio(userID string) (models.UserPortfolio, e
 	return portfolio, nil
 }
 
+// PlaceOrder places an order on the E*Trade API
+func (s *ETradeService) PlaceOrder(userID string, order types.Order) error {
+	oauthTokens, err := s.getLastOAuthTokens(userID)
+	if err != nil {
+		return fmt.Errorf("error getting oauth token: %s", err)
+	}
+
+	client := newJSONClient()
+
+	// Create the required order details structure
+	orderDetails := types.PreviewOrderRequest{
+		ClientOrderID: fmt.Sprintf("%d", time.Now().UnixMilli()), // Use unique client order ID
+		Order: []types.OrderEntry{
+			{
+				Instrument: []types.Instrument{
+					{
+						Product: types.Product{
+							SecurityType: order.SecurityType, // "EQ" for stocks, "OPTION" for options, etc.
+							Symbol:       order.Symbol,
+						},
+						OrderAction:  order.Action,                           // "BUY", "SELL", etc.
+						QuantityType: types.QuantityType(order.QuantityType), // "QUANTITY", "DOLLARS", etc.
+						Quantity:     order.Quantity,
+					},
+				},
+				OrderTerm:     order.OrderTerm,     // "GOOD_FOR_DAY", "IMMEDIATE_OR_CANCEL", etc.
+				MarketSession: order.MarketSession, // "REGULAR", "EXTENDED_HOURS"
+				PriceType:     order.PriceType,     // "MARKET", "LIMIT", etc.
+				StopPrice:     order.StopPrice,     // Used for stop orders
+				LimitPrice:    order.LimitPrice,    // Used for limit orders
+				AllOrNone:     order.AllOrNone,     // Boolean
+			},
+		},
+	}
+
+	// Serialize orderDetails into JSON
+	orderData, err := json.Marshal(orderDetails)
+	if err != nil {
+		return fmt.Errorf("error serializing order details: %s", err)
+	}
+
+	// Calculate the URL based on order preview vs. actual placement
+	baseURL := fmt.Sprintf("https://%s.etrade.com/v1/accounts/%s/orders/place", APIEnv, order.AccountID)
+
+	// Make the API call using the OAuth credentials
+	orderValues, err := url.ParseQuery(string(orderData))
+	if err != nil {
+		return fmt.Errorf("error parsing order data: %s", err)
+	}
+
+	resp, err := oauthClient.Post(client, &oauth.Credentials{
+		Token:  oauthTokens.AccessToken,
+		Secret: oauthTokens.AccessSecret,
+	}, baseURL, orderValues)
+	if err != nil {
+		return fmt.Errorf("error sending order to E*Trade: %s", err)
+	}
+	defer resp.Body.Close()
+
+	// Handle potential API errors
+	if resp.StatusCode >= 400 {
+		body, _ := io.ReadAll(resp.Body)
+		return fmt.Errorf("E*Trade API error: %s", body)
+	}
+
+	// On success, you can extract the order ID from the response for confirmation
+	// or further tracking.
+
+	return nil
+}
+
 // newJSONClient is a helper function that creates an HTTP client to interact with the E*Trade API
 // not using this causes the E*Trade API to return XML instead of JSON
 func newJSONClient() *http.Client {