links/invest/views.py

import logging

from django.shortcuts import get_object_or_404
from rest_framework import status, viewsets
from rest_framework.decorators import action
from rest_framework.response import Response
from rest_framework.views import APIView

from .models import BenchmarkPrice, CashFlow, Portfolio, PortfolioSnapshot, Stock, Transaction
from .serializers import (
    AIUpdateSerializer,
    BenchmarkPriceSerializer,
    CashFlowSerializer,
    PortfolioListSerializer,
    PortfolioSerializer,
    PortfolioSnapshotSerializer,
    StockSerializer,
    TransactionSerializer,
)
from .services import (
    ai_update_holdings,
    get_agent_summary,
    get_cashflow_adjusted_performance,
    get_portfolio_value,
    get_risk_summary,
)

logger = logging.getLogger(__name__)


class PortfolioViewSet(viewsets.ModelViewSet):
    queryset = Portfolio.objects.prefetch_related('stocks').all()

    def get_serializer_class(self):
        if self.action == 'list':
            return PortfolioListSerializer
        return PortfolioSerializer

    @action(detail=True, methods=['get'], url_path='holdings')
    def holdings(self, request, pk=None):
        """Return holdings with real-time prices."""
        portfolio = self.get_object()
        reference_date = request.query_params.get('reference_date')
        try:
            data = get_portfolio_value(portfolio, reference_date=reference_date)
            return Response(data)
        except Exception as exc:
            logger.error("get_portfolio_value failed for %s: %s", portfolio.id, exc, exc_info=True)
            return Response({'error': str(exc)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR)

    @action(detail=True, methods=['get'], url_path='transactions')
    def transactions(self, request, pk=None):
        """List all transactions for this portfolio."""
        portfolio = self.get_object()
        txs = portfolio.transactions.all().order_by('-date', '-created_at')
        serializer = TransactionSerializer(txs, many=True)
        return Response(serializer.data)


class StockViewSet(viewsets.ModelViewSet):
    queryset = Stock.objects.select_related('portfolio').all()
    serializer_class = StockSerializer

    def get_queryset(self):
        qs = super().get_queryset()
        portfolio_id = self.request.query_params.get('portfolio')
        if portfolio_id:
            qs = qs.filter(portfolio_id=portfolio_id)
        return qs


class TransactionViewSet(viewsets.ModelViewSet):
    queryset = Transaction.objects.select_related('portfolio').all()
    serializer_class = TransactionSerializer

    def get_queryset(self):
        qs = super().get_queryset()
        portfolio_id = self.request.query_params.get('portfolio')
        if portfolio_id:
            qs = qs.filter(portfolio_id=portfolio_id)
        stock_code = self.request.query_params.get('stock_code')
        if stock_code:
            qs = qs.filter(stock_code=stock_code.upper())
        return qs.order_by('-date', '-created_at')

    def perform_create(self, serializer):
        serializer.save(stock_code=serializer.validated_data['stock_code'].upper())


class CashFlowViewSet(viewsets.ModelViewSet):
    queryset = CashFlow.objects.select_related('portfolio').all()
    serializer_class = CashFlowSerializer

    def get_queryset(self):
        qs = super().get_queryset()
        portfolio_id = self.request.query_params.get('portfolio')
        if portfolio_id:
            qs = qs.filter(portfolio_id=portfolio_id)
        flow_type = self.request.query_params.get('flow_type')
        if flow_type:
            qs = qs.filter(flow_type=flow_type.upper())
        return qs.order_by('-date', '-created_at')


class PortfolioSnapshotViewSet(viewsets.ReadOnlyModelViewSet):
    queryset = PortfolioSnapshot.objects.select_related('portfolio').all()
    serializer_class = PortfolioSnapshotSerializer

    def get_queryset(self):
        qs = super().get_queryset()
        portfolio_id = self.request.query_params.get('portfolio')
        if portfolio_id:
            qs = qs.filter(portfolio_id=portfolio_id)
        return qs.order_by('-captured_at')


class BenchmarkPriceViewSet(viewsets.ReadOnlyModelViewSet):
    queryset = BenchmarkPrice.objects.all()
    serializer_class = BenchmarkPriceSerializer

    def get_queryset(self):
        qs = super().get_queryset()
        ticker = self.request.query_params.get('ticker')
        if ticker:
            qs = qs.filter(ticker=ticker.upper())
        return qs.order_by('ticker', 'date')


class AIUpdateView(APIView):
    """POST /api/invest/ai-update/ — Sync portfolio holdings (quantity only required)."""

    def post(self, request):
        serializer = AIUpdateSerializer(data=request.data)
        if not serializer.is_valid():
            return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)

        data = serializer.validated_data
        portfolio = get_object_or_404(Portfolio, pk=data['portfolio_id'])

        try:
            result = ai_update_holdings(
                portfolio=portfolio,
                holdings=data['holdings'],
                reset=data['reset'],
            )
        except Exception as exc:
            logger.error("ai_update_holdings failed: %s", exc, exc_info=True)
            return Response({'error': str(exc)}, status=status.HTTP_400_BAD_REQUEST)

        return Response(result, status=status.HTTP_200_OK)


class AgentSummaryView(APIView):
    """GET /api/invest/agent/summary/ — agent-friendly portfolio summary."""

    def get(self, request):
        return Response(get_agent_summary())


class PerformanceView(APIView):
    """GET /api/invest/performance/?start=YYYY-MM-DD&end=YYYY-MM-DD&benchmarks=QQQ,SPY"""

    def get(self, request):
        benchmarks = request.query_params.get('benchmarks', 'QQQ,SPY')
        tickers = [item.strip().upper() for item in benchmarks.split(',') if item.strip()]
        return Response(
            get_cashflow_adjusted_performance(
                start=request.query_params.get('start'),
                end=request.query_params.get('end'),
                benchmark_tickers=tickers,
            )
        )


class RiskView(APIView):
    """GET /api/invest/risk/ — concentration and theme exposure."""

    def get(self, request):
        return Response(get_risk_summary())