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

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
This commit is contained in:
ZProger
2026-08-30 04:38:51 +03:00
parent e8cd536584
commit 4ea83a9cda
14 changed files with 593 additions and 19 deletions

View File

@@ -93,3 +93,21 @@ class CryptoSearchResult(BaseModel):
symbol: str
name: str
thumb_url: str | None
class CryptoHistoryPoint(BaseModel):
date: date_
value: Decimal
class CryptoHistoryResponse(BaseModel):
"""Total crypto holdings value over time — same "cumulative point
events, forward-filled" shape as NetWorthSummary's own series, but
scoped to crypto-class assets only (see services/crypto_service.py's
get_crypto_history). Powers the History chart on the Crypto tab."""
range: str
current: Decimal
change_amount: Decimal
change_percent: float | None
series: list[CryptoHistoryPoint]