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OpenClaw Sub-agent
b67a834def
P1: - WAC cost basis per (portfolio, ticker): avg_cost / unrealized P&L / P&L% - transaction price when recorded, else trade-date market close (estimated, flagged) - dashboard: Unrealized P&L card + Avg Cost & P&L columns on holdings tables - fx: frankfurter.dev rates (USD/HKD->AUD, 24h cache, UA header required) -> AUD total on Total Value card - chart: 1M/3M/6M/YTD/1Y/ALL period buttons (all periods precomputed server-side, top-level payload stays YTD for compat) P2: - /invest/stocks/<ticker>/ per-ticker page: cross-account holdings, WAC, P&L, weight, theme, trade history - manual transaction + cashflow entry forms (source=MANUAL, confidence=1.0) - dashboard transaction search (?q= ticker/account) + add-transaction buttons - tickers link to detail page; tabular-nums on all figures - 8 new tests (WAC sell, estimated price, incomplete, per-portfolio agg, stock page, forms, search)
27 lines
1.3 KiB
Python
27 lines
1.3 KiB
Python
from django.urls import path, include
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from rest_framework.routers import DefaultRouter
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from .views import PortfolioViewSet, StockViewSet, TransactionViewSet, AIUpdateView
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from . import template_views
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router = DefaultRouter()
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router.register(r'portfolios', PortfolioViewSet, basename='invest-portfolio')
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router.register(r'stocks', StockViewSet, basename='invest-stock')
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router.register(r'transactions', TransactionViewSet, basename='invest-transaction')
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# API URL patterns (mounted at /api/invest/ in core/urls.py)
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api_urlpatterns = [
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path('', include(router.urls)),
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path('ai-update/', AIUpdateView.as_view(), name='invest-ai-update'),
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]
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# Template URL patterns (mounted at /invest/ in core/urls.py)
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urlpatterns = [
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path('', template_views.dashboard, name='invest-dashboard'),
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path('portfolios/<int:pk>/', template_views.portfolio_detail, name='invest-portfolio-detail'),
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path('portfolios/<int:pk>/transactions/', template_views.portfolio_transactions, name='invest-portfolio-transactions'),
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path('stocks/<str:ticker>/', template_views.stock_detail, name='invest-stock-detail'),
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path('transactions/new/', template_views.transaction_create, name='invest-transaction-create'),
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path('cashflows/new/', template_views.cashflow_create, name='invest-cashflow-create'),
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]
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