trading-journal/backend/trading_journal/service.py

from __future__ import annotations

import logging
from datetime import datetime, timedelta, timezone
from typing import TYPE_CHECKING, cast

from fastapi import Request, Response, status
from fastapi.responses import JSONResponse
from starlette.middleware.base import BaseHTTPMiddleware, RequestResponseEndpoint

import settings
from trading_journal import crud, security
from trading_journal.dto import (
    CycleBase,
    CycleCreate,
    CycleLoanChangeEventBase,
    CycleRead,
    CycleUpdate,
    ExchangesBase,
    ExchangesCreate,
    ExchangesRead,
    SessionsCreate,
    SessionsUpdate,
    TradeCreate,
    TradeRead,
    UserCreate,
    UserLogin,
    UserRead,
)
from trading_journal.service_error import (
    CycleLoanEventExistsError,
    CycleNotFoundError,
    ExchangeAlreadyExistsError,
    ExchangeNotFoundError,
    InvalidCycleDataError,
    InvalidTradeDataError,
    ServiceError,
    TradeNotFoundError,
    UserAlreadyExistsError,
)

if TYPE_CHECKING:
    from sqlmodel import Session

    from trading_journal.db import Database
    from trading_journal.models import Sessions


EXCEPT_PATHS = [
    f"{settings.settings.api_base}/status",
    f"{settings.settings.api_base}/register",
    f"{settings.settings.api_base}/login",
]

logger = logging.getLogger(__name__)


class AuthMiddleWare(BaseHTTPMiddleware):
    async def dispatch(self, request: Request, call_next: RequestResponseEndpoint) -> Response:  # noqa: PLR0911
        if request.url.path in EXCEPT_PATHS:
            return await call_next(request)

        token = request.cookies.get("session_token")
        if not token:
            auth_header = request.headers.get("Authorization")
            if auth_header and auth_header.startswith("Bearer "):
                token = auth_header[len("Bearer ") :]

        if not token:
            return JSONResponse(
                status_code=status.HTTP_401_UNAUTHORIZED,
                content={"detail": "Unauthorized"},
            )

        db_factory: Database | None = getattr(request.app.state, "db_factory", None)
        if db_factory is None:
            return JSONResponse(
                status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
                content={"detail": "db factory not configured"},
            )
        try:
            with db_factory.get_session_ctx_manager() as request_session:
                hashed_token = security.hash_session_token_sha256(token)
                request.state.db_session = request_session
                login_session: Sessions | None = crud.get_login_session_by_token_hash(request_session, hashed_token)
                if not login_session:
                    return JSONResponse(
                        status_code=status.HTTP_401_UNAUTHORIZED,
                        content={"detail": "Unauthorized"},
                    )
                session_expires_utc = login_session.expires_at.replace(tzinfo=timezone.utc)
                if session_expires_utc < datetime.now(timezone.utc):
                    crud.delete_login_session(request_session, login_session.session_token_hash)
                    return JSONResponse(
                        status_code=status.HTTP_401_UNAUTHORIZED,
                        content={"detail": "Unauthorized"},
                    )
                if login_session.user.is_active is False:
                    return JSONResponse(
                        status_code=status.HTTP_401_UNAUTHORIZED,
                        content={"detail": "Unauthorized"},
                    )
                if session_expires_utc - datetime.now(timezone.utc) < timedelta(seconds=3600):
                    updated_expiry = datetime.now(timezone.utc) + timedelta(seconds=settings.settings.session_expiry_seconds)
                else:
                    updated_expiry = session_expires_utc
                updated_session: SessionsUpdate = SessionsUpdate(
                    last_seen_at=datetime.now(timezone.utc),
                    last_used_ip=request.client.host if request.client else None,
                    user_agent=request.headers.get("User-Agent"),
                    expires_at=updated_expiry,
                )
                user_id = login_session.user_id
                request.state.user_id = user_id
                crud.update_login_session(request_session, hashed_token, update_session=updated_session)
        except Exception:
            logger.exception("Failed to authenticate user: \n")
            return JSONResponse(
                status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
                content={"detail": "Internal server error"},
            )

        return await call_next(request)


# User service
def register_user_service(db_session: Session, user_in: UserCreate) -> UserRead:
    if crud.get_user_by_username(db_session, user_in.username):
        raise UserAlreadyExistsError("username already exists")
    hashed = security.hash_password(user_in.password)
    user_data: dict = {
        "username": user_in.username,
        "password_hash": hashed,
    }
    try:
        user = crud.create_user(db_session, user_data=user_data)
        try:
            # prefer pydantic's from_orm if DTO supports orm_mode
            user = UserRead.model_validate(user)
        except Exception as e:
            logger.exception("Failed to convert user to UserRead: ")
            raise ServiceError("Failed to convert user to UserRead") from e
    except Exception as e:
        logger.exception("Failed to create user:")
        raise ServiceError("Failed to create user") from e
    return user


def authenticate_user_service(db_session: Session, user_in: UserLogin) -> tuple[SessionsCreate, str] | None:
    user = crud.get_user_by_username(db_session, user_in.username)
    if not user:
        return None
    user_id_val = cast("int", user.id)

    if not security.verify_password(user_in.password, user.password_hash):
        return None

    token = security.generate_session_token()
    token_hashed = security.hash_session_token_sha256(token)
    try:
        session = crud.create_login_session(
            session=db_session,
            user_id=user_id_val,
            session_token_hash=token_hashed,
            session_length_seconds=settings.settings.session_expiry_seconds,
        )
    except Exception as e:
        logger.exception("Failed to create login session: \n")
        raise ServiceError("Failed to create login session") from e
    return SessionsCreate.model_validate(session), token


# Exchanges service
def create_exchange_service(db_session: Session, user_id: int, name: str, notes: str | None) -> ExchangesCreate:
    existing_exchange = crud.get_exchange_by_name_and_user_id(db_session, name, user_id)
    if existing_exchange:
        raise ExchangeAlreadyExistsError("Exchange with the same name already exists for this user")
    exchange_data = ExchangesCreate(
        user_id=user_id,
        name=name,
        notes=notes,
    )
    try:
        exchange = crud.create_exchange(db_session, exchange_data=exchange_data)
        try:
            exchange_dto = ExchangesCreate.model_validate(exchange)
        except Exception as e:
            logger.exception("Failed to convert exchange to ExchangesCreate:")
            raise ServiceError("Failed to convert exchange to ExchangesCreate") from e
    except Exception as e:
        logger.exception("Failed to create exchange:")
        raise ServiceError("Failed to create exchange") from e
    return exchange_dto


def get_exchanges_by_user_service(db_session: Session, user_id: int) -> list[ExchangesRead]:
    exchanges = crud.get_all_exchanges_by_user_id(db_session, user_id)
    return [ExchangesRead.model_validate(exchange) for exchange in exchanges]


def update_exchanges_service(
    db_session: Session,
    user_id: int,
    exchange_id: int,
    name: str | None,
    notes: str | None,
) -> ExchangesBase:
    existing_exchange = crud.get_exchange_by_id(db_session, exchange_id)
    if not existing_exchange:
        raise ExchangeNotFoundError("Exchange not found")
    if existing_exchange.user_id != user_id:
        raise ExchangeNotFoundError("Exchange not found")

    if name:
        other_exchange = crud.get_exchange_by_name_and_user_id(db_session, name, user_id)
        if other_exchange and other_exchange.id != existing_exchange.id:
            raise ExchangeAlreadyExistsError("Another exchange with the same name already exists for this user")

    exchange_data = ExchangesBase(
        name=name or existing_exchange.name,
        notes=notes or existing_exchange.notes,
    )
    try:
        exchange = crud.update_exchange(db_session, cast("int", existing_exchange.id), update_data=exchange_data)
    except Exception as e:
        logger.exception("Failed to update exchange: \n")
        raise ServiceError("Failed to update exchange") from e
    return ExchangesBase.model_validate(exchange)


# Cycle Service
def create_cycle_service(db_session: Session, user_id: int, cycle_data: CycleBase) -> CycleRead:
    raise NotImplementedError("Cycle creation not implemented")
    cycle_data_dict = cycle_data.model_dump()
    cycle_data_dict["user_id"] = user_id
    cycle_data_with_user_id: CycleCreate = CycleCreate.model_validate(cycle_data_dict)
    created_cycle = crud.create_cycle(db_session, cycle_data=cycle_data_with_user_id)
    return CycleRead.model_validate(created_cycle)


def get_cycle_by_id_service(db_session: Session, user_id: int, cycle_id: int) -> CycleRead:
    cycle = crud.get_cycle_by_id(db_session, cycle_id)
    if not cycle:
        raise CycleNotFoundError("Cycle not found")
    if cycle.user_id != user_id:
        raise CycleNotFoundError("Cycle not found")
    return CycleRead.model_validate(cycle)


def get_cycles_by_user_service(db_session: Session, user_id: int) -> list[CycleRead]:
    cycles = crud.get_cycles_by_user_id(db_session, user_id)
    return [CycleRead.model_validate(cycle) for cycle in cycles]


def _validate_cycle_update_data(cycle_data: CycleUpdate) -> tuple[bool, str]:  # noqa: PLR0911
    if cycle_data.status == "CLOSED" and cycle_data.end_date is None:
        return False, "end_date is required when status is CLOSED"
    if cycle_data.status == "OPEN" and cycle_data.end_date is not None:
        return False, "end_date must be empty when status is OPEN"
    if cycle_data.capital_exposure_cents is not None and cycle_data.capital_exposure_cents < 0:
        return False, "capital_exposure_cents must be non-negative"
    if (
        cycle_data.funding_source is not None
        and cycle_data.funding_source != "CASH"
        and (cycle_data.loan_amount_cents is None or cycle_data.loan_interest_rate_tenth_bps is None)
    ):
        return (
            False,
            "loan_amount_cents and loan_interest_rate_tenth_bps are required when funding_source is not CASH",
        )
    if cycle_data.loan_amount_cents is not None and cycle_data.loan_amount_cents < 0:
        return False, "loan_amount_cents must be non-negative"
    if cycle_data.loan_interest_rate_tenth_bps is not None and cycle_data.loan_interest_rate_tenth_bps < 0:
        return False, "loan_interest_rate_tenth_bps must be non-negative"
    return True, ""


def _create_cycle_loan_event(
    db_session: Session,
    cycle_id: int,
    loan_amount_cents: int | None,
    loan_interest_rate_tenth_bps: int | None,
) -> None:
    now = datetime.now(timezone.utc)
    today = now.date()
    existing_loan_event = crud.get_loan_event_by_cycle_id_and_effective_date(db_session, cycle_id, today)
    if existing_loan_event:
        raise CycleLoanEventExistsError("A loan event with the same effective_date already exists for this cycle.")
    loan_event_data = CycleLoanChangeEventBase(
        cycle_id=cycle_id,
        effective_date=today,
        loan_amount_cents=loan_amount_cents,
        loan_interest_rate_tenth_bps=loan_interest_rate_tenth_bps,
        created_at=now,
    )
    try:
        crud.create_cycle_loan_event(db_session, loan_event_data)
    except Exception as e:
        logger.exception("Failed to create cycle loan event: \n")
        raise ServiceError("Failed to create cycle loan event") from e


def update_cycle_service(db_session: Session, user_id: int, cycle_data: CycleUpdate) -> CycleRead:
    is_valid, err_msg = _validate_cycle_update_data(cycle_data)
    if not is_valid:
        raise InvalidCycleDataError(err_msg)
    cycle_id = cast("int", cycle_data.id)
    existing_cycle = crud.get_cycle_by_id(db_session, cycle_id)
    if not existing_cycle:
        raise CycleNotFoundError("Cycle not found")
    if existing_cycle.user_id != user_id:
        raise CycleNotFoundError("Cycle not found")
    if cycle_data.loan_amount_cents is not None or cycle_data.loan_interest_rate_tenth_bps is not None:
        _create_cycle_loan_event(
            db_session,
            cycle_id,
            cycle_data.loan_amount_cents,
            cycle_data.loan_interest_rate_tenth_bps,
        )

    provided_data_dict = cycle_data.model_dump(exclude_unset=True)
    cycle_data_with_user_id: CycleBase = CycleBase.model_validate(provided_data_dict)

    try:
        updated_cycle = crud.update_cycle(db_session, cycle_id, update_data=cycle_data_with_user_id)
    except Exception as e:
        logger.exception("Failed to update cycle: \n")
        raise ServiceError("Failed to update cycle") from e
    return CycleRead.model_validate(updated_cycle)


def accrual_interest_service(db_session: Session, cycle_id: int) -> None:
    cycle = crud.get_cycle_by_id(db_session, cycle_id)
    if not cycle:
        logger.exception("Cycle not found for interest accrual")
        raise CycleNotFoundError("Cycle not found")
    if cycle.loan_amount_cents is None or cycle.loan_interest_rate_tenth_bps is None:
        logger.info("Cycle has no loan, skipping interest accrual")
        return
    today = datetime.now(timezone.utc).date()
    amount_cents = round(cycle.loan_amount_cents * cycle.loan_interest_rate_tenth_bps / 100000 / 365)
    try:
        crud.create_cycle_daily_accrual(
            db_session,
            cycle_id=cycle_id,
            accrual_date=today,
            accrual_amount_cents=amount_cents,
        )
    except Exception as e:
        logger.exception("Failed to create cycle interest accrual: \n")
        raise ServiceError("Failed to create cycle interest accrual") from e


def flush_interest_accruals_service(db_session: Session) -> None:
    pass


# Trades service
def _append_cashflows(trade_data: TradeCreate) -> TradeCreate:
    sign_multipler: int
    if trade_data.trade_type in (
        "SELL_PUT",
        "SELL_CALL",
        "EXERCISE_CALL",
        "CLOSE_LONG_SPOT",
        "SHORT_SPOT",
    ):
        sign_multipler = 1
    else:
        sign_multipler = -1
    quantity = trade_data.quantity * trade_data.quantity_multiplier
    gross_cash_flow_cents = quantity * trade_data.price_cents * sign_multipler
    net_cash_flow_cents = gross_cash_flow_cents - trade_data.commission_cents
    trade_data.gross_cash_flow_cents = gross_cash_flow_cents
    trade_data.net_cash_flow_cents = net_cash_flow_cents
    return trade_data


def _validate_trade_data(trade_data: TradeCreate) -> bool:
    return not (
        trade_data.trade_type in ("SELL_PUT", "SELL_CALL") and (trade_data.expiry_date is None or trade_data.strike_price_cents is None)
    )


def create_trade_service(db_session: Session, user_id: int, trade_data: TradeCreate) -> TradeRead:
    if not _validate_trade_data(trade_data):
        raise InvalidTradeDataError("Invalid trade data: expiry_date and strike_price_cents are required for SELL_PUT and SELL_CALL trades")
    trade_data_dict = trade_data.model_dump()
    trade_data_dict["user_id"] = user_id
    trade_data_with_user_id: TradeCreate = TradeCreate.model_validate(trade_data_dict)
    trade_data_with_user_id = _append_cashflows(trade_data_with_user_id)
    created_trade = crud.create_trade(db_session, trade_data=trade_data_with_user_id)
    return TradeRead.model_validate(created_trade)


def get_trade_by_id_service(db_session: Session, user_id: int, trade_id: int) -> TradeRead:
    trade = crud.get_trade_by_id(db_session, trade_id)
    if not trade:
        raise TradeNotFoundError("Trade not found")
    if trade.user_id != user_id:
        raise TradeNotFoundError("Trade not found")
    return TradeRead.model_validate(trade)


def update_trade_friendly_name_service(db_session: Session, user_id: int, trade_id: int, friendly_name: str) -> TradeRead:
    existing_trade = crud.get_trade_by_id(db_session, trade_id)
    if not existing_trade:
        raise TradeNotFoundError("Trade not found")
    if existing_trade.user_id != user_id:
        raise TradeNotFoundError("Trade not found")
    try:
        updated_trade = crud.update_trade_friendly_name(db_session, trade_id, friendly_name)
    except Exception as e:
        logger.exception("Failed to update trade friendly name: \n")
        raise ServiceError("Failed to update trade friendly name") from e
    return TradeRead.model_validate(updated_trade)


def update_trade_note_service(db_session: Session, user_id: int, trade_id: int, note: str | None) -> TradeRead:
    existing_trade = crud.get_trade_by_id(db_session, trade_id)
    if not existing_trade:
        raise TradeNotFoundError("Trade not found")
    if existing_trade.user_id != user_id:
        raise TradeNotFoundError("Trade not found")
    if note is None:
        note = ""
    try:
        updated_trade = crud.update_trade_note(db_session, trade_id, note)
    except Exception as e:
        logger.exception("Failed to update trade notes: \n")
        raise ServiceError("Failed to update trade notes") from e
    return TradeRead.model_validate(updated_trade)