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feat: портфели в разделе «Криптовалюта»

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Криптовалюту теперь можно разделять на отдельные портфели (например,
долгосрочные инвестиции, накопления на недвижимость, спекулятивные
монеты) вместо одного общего списка — по тому же принципу, что уже
есть у счетов (Account): у портфеля есть имя, цветная метка и
архивация, каждая монета обязательно принадлежит одному портфелю,
один и тот же токен можно держать в нескольких портфелях сразу.
This commit is contained in:
ZProger
2026-09-04 01:39:18 +03:00
parent c2f59c8773
commit aefd6cc035
21 changed files with 933 additions and 50 deletions
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43
backend/app/services/backup_service.py
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@@ -21,7 +21,7 @@ from app.models.account import Account
from app.models.asset import Asset, AssetValuation
from app.models.budget import Budget
from app.models.category import Category
from app.models.crypto import CryptoHolding, CryptoTransaction
from app.models.crypto import CryptoHolding, CryptoPortfolio, CryptoTransaction
from app.models.goal import Goal, GoalContribution
from app.models.recurring import RecurringTransaction
from app.models.settings import AppSettings
@@ -36,6 +36,7 @@ from app.schemas.backup import (
BudgetBackup,
CategoryBackup,
CryptoHoldingBackup,
CryptoPortfolioBackup,
CryptoTransactionBackup,
GoalBackup,
GoalContributionBackup,
@@ -56,6 +57,7 @@ async def build_backup(session: AsyncSession) -> BackupPayload:
transaction_splits = (await session.execute(select(TransactionSplit))).scalars().all()
assets = (await session.execute(select(Asset))).scalars().all()
valuations = (await session.execute(select(AssetValuation))).scalars().all()
crypto_portfolios = (await session.execute(select(CryptoPortfolio))).scalars().all()
crypto_holdings = (await session.execute(select(CryptoHolding))).scalars().all()
crypto_transactions = (await session.execute(select(CryptoTransaction))).scalars().all()
budgets = (await session.execute(select(Budget))).scalars().all()
@@ -80,6 +82,7 @@ async def build_backup(session: AsyncSession) -> BackupPayload:
transaction_splits=[TransactionSplitBackup.model_validate(row) for row in transaction_splits],
assets=[AssetBackup.model_validate(row) for row in assets],
asset_valuations=[AssetValuationBackup.model_validate(row) for row in valuations],
crypto_portfolios=[CryptoPortfolioBackup.model_validate(row) for row in crypto_portfolios],
crypto_holdings=[CryptoHoldingBackup.model_validate(row) for row in crypto_holdings],
crypto_transactions=[CryptoTransactionBackup.model_validate(row) for row in crypto_transactions],
budgets=[BudgetBackup.model_validate(row) for row in budgets],
@@ -124,10 +127,18 @@ def _validate_references(payload: BackupPayload) -> None:
if v.asset_id not in asset_ids:
raise HTTPException(400, f"Asset valuation {v.id} references unknown asset_id {v.asset_id}")
crypto_portfolio_ids = {p.id for p in payload.crypto_portfolios}
crypto_holding_asset_ids = {h.asset_id for h in payload.crypto_holdings}
for h in payload.crypto_holdings:
if h.asset_id not in asset_ids:
raise HTTPException(400, f"Crypto holding {h.asset_id} references unknown asset_id {h.asset_id}")
# portfolio_id is allowed to be None (a pre-portfolios backup) — that
# case is resolved to an auto-created fallback portfolio at restore
# time, not validated here.
if h.portfolio_id is not None and h.portfolio_id not in crypto_portfolio_ids:
raise HTTPException(
400, f"Crypto holding {h.asset_id} references unknown portfolio_id {h.portfolio_id}"
)
for tx in payload.crypto_transactions:
if tx.asset_id not in crypto_holding_asset_ids:
@@ -182,6 +193,7 @@ async def restore_backup(session: AsyncSession, payload: BackupPayload) -> None:
await session.execute(delete(AssetValuation))
await session.execute(delete(CryptoTransaction))
await session.execute(delete(CryptoHolding))
await session.execute(delete(CryptoPortfolio))
await session.execute(delete(Budget))
await session.execute(delete(GoalContribution))
await session.execute(delete(Goal))
@@ -223,7 +235,30 @@ async def restore_backup(session: AsyncSession, payload: BackupPayload) -> None:
session.add_all(TransactionSplit(**row.model_dump()) for row in payload.transaction_splits)
session.add_all(AssetValuation(**row.model_dump()) for row in payload.asset_valuations)
session.add_all(CryptoHolding(**row.model_dump()) for row in payload.crypto_holdings)
session.add_all(CryptoPortfolio(**row.model_dump()) for row in payload.crypto_portfolios)
# A pre-portfolios backup has no crypto_portfolios and every holding's
# portfolio_id is None — give those holdings a freshly created
# fallback portfolio instead of leaving the NOT NULL column unset.
# Wired up via the `portfolio` relationship (not a raw portfolio_id
# int) because the fallback row has no id yet — same "assign the
# relationship, not the id column, before flush" reasoning as
# transactions_by_id/tags_by_id above.
fallback_portfolio: CryptoPortfolio | None = None
if any(row.portfolio_id is None for row in payload.crypto_holdings):
fallback_portfolio = CryptoPortfolio(name="Main Portfolio", color="#2a78d6")
session.add(fallback_portfolio)
crypto_holdings = []
for row in payload.crypto_holdings:
holding = CryptoHolding(**row.model_dump(exclude={"portfolio_id"}))
if row.portfolio_id is not None:
holding.portfolio_id = row.portfolio_id
else:
holding.portfolio = fallback_portfolio
crypto_holdings.append(holding)
session.add_all(crypto_holdings)
session.add_all(CryptoTransaction(**row.model_dump()) for row in payload.crypto_transactions)
session.add_all(Budget(**row.model_dump()) for row in payload.budgets)
session.add_all(Goal(**row.model_dump()) for row in payload.goals)
@@ -244,6 +279,10 @@ async def restore_backup(session: AsyncSession, payload: BackupPayload) -> None:
await _reset_sequence(session, "transactions", payload.transactions)
await _reset_sequence(session, "transaction_splits", payload.transaction_splits)
await _reset_sequence(session, "asset_valuations", payload.asset_valuations)
# Only needed for explicit-id portfolios from payload — a fallback
# portfolio (no payload row) already got its id from the sequence
# itself, so the sequence is already correctly positioned for it.
await _reset_sequence(session, "crypto_portfolios", payload.crypto_portfolios)
await _reset_sequence(session, "crypto_transactions", payload.crypto_transactions)
await _reset_sequence(session, "budgets", payload.budgets)
await _reset_sequence(session, "goals", payload.goals)