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feat: full CoinMarketCap-style crypto portfolio (buy/sell log, 1h/24h/7d%, P&L)
Replaces the plain quantity field with a CryptoTransaction log (same
"record events, derive the total" shape as Goal/GoalContribution): quantity
and average buy price are now computed via weighted-average cost — a buy
blends into the running average, a sell reduces quantity but leaves the
average cost of what's still held unchanged.
Switches price fetching from /simple/price to CoinGecko's /coins/markets
(still one batched call for every coin), which also returns 1h/24h/7d %
change in the same request. Old PATCH /crypto/holdings/{id} is replaced by
POST .../transactions (buy/sell, rejects selling more than held), GET
.../transactions (history), and DELETE /crypto/transactions/{id}.
Frontend: CryptoHoldingsTable replaces the simple list with a real table
(Name/Price/1h%/24h%/7d%/Holdings/Avg Buy Price/Profit-Loss/Actions),
horizontally scrollable on mobile rather than dropping columns. New
CryptoTransactionModal (buy/sell) and CryptoTransactionHistoryModal.
Backend: 79/79 tests passing (13 in test_crypto.py, up from 9). Also
verified live end-to-end against the real CoinGecko API with the user's own
key — create, buy, sell, oversell rejection, history, manual refresh, all
against real BTC/ETH prices in EUR — test data cleaned up after.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
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@@ -10,6 +10,7 @@ from app.models.enums import (
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AssetClass,
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CapitalRole,
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CategoryKind,
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CryptoTransactionType,
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RecurringFrequency,
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RiskLevel,
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TransactionType,
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@@ -99,13 +100,30 @@ class CryptoHoldingBackup(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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# asset_id doubles as this row's own primary key (see
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# models/crypto.py's CryptoHolding) — there's no separate `id`.
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# models/crypto.py's CryptoHolding) — there's no separate `id`. No
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# quantity here — it's derived from crypto_transactions below, not
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# stored.
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asset_id: int
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coingecko_id: str
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symbol: str
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name: str
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thumb_url: str | None
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last_price: Decimal | None = None
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price_change_1h: Decimal | None = None
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price_change_24h: Decimal | None = None
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price_change_7d: Decimal | None = None
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class CryptoTransactionBackup(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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id: int
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asset_id: int
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type: CryptoTransactionType
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quantity: Decimal
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price_per_unit: Decimal
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date: date_
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note: str | None
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class BudgetBackup(BaseModel):
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@@ -189,6 +207,7 @@ class BackupPayload(BaseModel):
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# Defaulted so a backup exported before crypto holdings existed still
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# imports cleanly under the same format version.
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crypto_holdings: list[CryptoHoldingBackup] = Field(default_factory=list)
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crypto_transactions: list[CryptoTransactionBackup] = Field(default_factory=list)
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# Defaulted so a backup exported before budgets existed still imports
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# cleanly under the same format version.
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budgets: list[BudgetBackup] = Field(default_factory=list)
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