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feat: crypto portfolio analytics (history chart, allocation, P&L, cost basis)

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Adds the analytics half of the CoinMarketCap reference: a value-over-time
chart (GET /crypto/history, forward-filled from AssetValuation like Net
Worth's own series but scoped to crypto assets), an allocation breakdown by
coin, and stat tiles for all-time profit, total invested (cost basis), and
best/worst performer.

Deliberately no "24h" range — history is only as dense as the sync cadence
(button or once/day), so a 24h chart would be one or two points, not a
smooth intraday line. Cost basis / all-time profit / best-worst performer
aren't separate endpoints: they're trivial to derive client-side from
fields already in GET /crypto/holdings, so no redundant backend logic.

Allocation card follows the dataviz skill's categorical rule: top 7 coins
by value get a fixed-order color from the app's already-validated 8-slot
ramp, an 8th+ folds into "Other" rather than generating a new hue.

82/82 backend tests passing (3 new for /crypto/history). Verified live
against the real CoinGecko API — and caught a real holding the user had
already added directly through the UI between messages, which the smoke
test correctly left untouched while cleaning up only its own test data.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
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ZProger
2026-08-30 04:38:51 +03:00
parent e8cd536584
commit 4ea83a9cda
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@@ -536,6 +536,7 @@ of the whole request failing.
| `GET` | `/crypto/holdings/{asset_id}/transactions` | Full buy/sell history for one holding, newest first. |
| `DELETE` | `/crypto/transactions/{transaction_id}` | Remove one transaction; quantity/avg buy price/value are recomputed from what's left. |
| `GET` | `/crypto/search` | `?q=` — search CoinGecko for a coin to add (name/ticker, returns its `coingecko_id` + logo). |
| `GET` | `/crypto/history` | `?range=7d\|30d\|90d\|all` (default `30d`) — total crypto holdings value over time, for the portfolio chart. No `24h` — resolution is only as dense as the sync cadence above. |
**Create body** (`POST /crypto/holdings`):
@@ -600,6 +601,28 @@ was down right when it was added) — distinct from a real `0`. `avg_buy_price`/
zero (nothing left to have a cost basis). `error_key` is `"unreachable"` when a sync attempt couldn't
reach CoinGecko (existing values are kept as-is), or `null` otherwise.
**`GET /crypto/history` response:**
```json
{
"range": "30d",
"current": "9727.68",
"change_amount": "1240.16",
"change_percent": 14.6,
"series": [
{ "date": "2026-08-01", "value": "8487.52" },
{ "date": "2026-08-02", "value": "8487.52" }
]
}
```
One point per calendar day, forward-filled from whatever `AssetValuation` snapshots actually exist
(same technique as `/net-worth/summary`'s own `series`, just scoped to crypto-class assets) — a day
with no sync simply repeats the last known total rather than leaving a gap. Total invested (cost
basis), all-time profit/loss, and best/worst performer aren't separate endpoints — they're trivial to
derive client-side by summing/comparing the `value`/`cost_basis`/`profit_loss_percent` fields already
in every `GET /crypto/holdings` response.
## Dashboard, Cash Flow & Reports
Read-only aggregation endpoints — the numbers behind Aurum's charts. Useful for pulling summary data