backend/app.py

@@ -7,11 +7,12 @@ from datetime import datetime, timezone
 from typing import TYPE_CHECKING
 
 from fastapi import FastAPI, HTTPException, Request, status
+from fastapi.encoders import jsonable_encoder
 from fastapi.responses import JSONResponse, Response
 
 import settings
 from trading_journal import db, service
-from trading_journal.dto import ExchangesBase, SessionsBase, SessionsCreate, UserCreate, UserLogin, UserRead
+from trading_journal.dto import CycleBase, ExchangesBase, ExchangesRead, SessionsBase, SessionsCreate, UserCreate, UserLogin, UserRead
 
 if TYPE_CHECKING:
     from collections.abc import AsyncGenerator
@@ -119,10 +120,10 @@ async def create_exchange(request: Request, exchange_data: ExchangesBase) -> Res
 
 
 @app.get(f"{settings.settings.api_base}/exchanges")
-async def get_exchanges(request: Request) -> list[ExchangesBase]:
+async def get_exchanges(request: Request) -> list[ExchangesRead]:
     db_factory: Database = request.app.state.db_factory
 
-    def sync_work() -> list[ExchangesBase]:
+    def sync_work() -> list[ExchangesRead]:
         with db_factory.get_session_ctx_manager() as db:
             return service.get_exchanges_by_user_service(db, request.state.user_id)
 
@@ -133,4 +134,39 @@ async def get_exchanges(request: Request) -> list[ExchangesBase]:
         raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Internal server error") from e
 
 
-# Trade
+@app.patch(f"{settings.settings.api_base}/exchanges/{{exchange_id}}")
+async def update_exchange(request: Request, exchange_id: int, exchange_data: ExchangesBase) -> Response:
+    db_factory: Database = request.app.state.db_factory
+
+    def sync_work() -> ExchangesBase:
+        with db_factory.get_session_ctx_manager() as db:
+            return service.update_exchanges_service(db, request.state.user_id, exchange_id, exchange_data.name, exchange_data.notes)
+
+    try:
+        exchange = await asyncio.to_thread(sync_work)
+        return JSONResponse(status_code=status.HTTP_200_OK, content=exchange.model_dump())
+    except service.ExchangeNotFoundError as e:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail=str(e)) from e
+    except service.ExchangeAlreadyExistsError as e:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e)) from e
+    except Exception as e:
+        logger.exception("Failed to update exchange: \n")
+        raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Internal server error") from e
+
+
+# Cycle
+@app.post(f"{settings.settings.api_base}/cycles")
+async def create_cycle(request: Request, cycle_data: CycleBase) -> Response:
+    return JSONResponse(status_code=status.HTTP_405_METHOD_NOT_ALLOWED, content="Not supported.")
+    db_factory: Database = request.app.state.db_factory
+
+    def sync_work() -> CycleBase:
+        with db_factory.get_session_ctx_manager() as db:
+            return service.create_cycle_service(db, request.state.user_id, cycle_data)
+
+    try:
+        cycle = await asyncio.to_thread(sync_work)
+        return JSONResponse(status_code=status.HTTP_201_CREATED, content=jsonable_encoder(cycle))
+    except Exception as e:
+        logger.exception("Failed to create cycle: \n")
+        raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Internal server error") from e

backend/trading_journal/dto.py

@@ -1,55 +1,11 @@
 from __future__ import annotations
 
 from datetime import date, datetime  # noqa: TC003
-from typing import TYPE_CHECKING
 
 from pydantic import BaseModel
 from sqlmodel import SQLModel
 
-if TYPE_CHECKING:
+from trading_journal.models import TradeStrategy, TradeType, UnderlyingCurrency  # noqa: TC001
-    from trading_journal.models import TradeStrategy, TradeType, UnderlyingCurrency
-
-
-class ExchangesBase(SQLModel):
-    name: str
-    notes: str | None = None
-
-
-class ExchangesCreate(ExchangesBase):
-    user_id: int
-
-
-class TradeBase(SQLModel):
-    user_id: int
-    friendly_name: str | None
-    symbol: str
-    exchange: str
-    underlying_currency: UnderlyingCurrency
-    trade_type: TradeType
-    trade_strategy: TradeStrategy
-    trade_date: date
-    trade_time_utc: datetime
-    quantity: int
-    price_cents: int
-    gross_cash_flow_cents: int
-    commission_cents: int
-    net_cash_flow_cents: int
-    notes: str | None
-    cycle_id: int | None = None
-
-
-class TradeCreate(TradeBase):
-    expiry_date: date | None = None
-    strike_price_cents: int | None = None
-    is_invalidated: bool = False
-    invalidated_at: datetime | None = None
-    replaced_by_trade_id: int | None = None
-
-
-class TradeRead(TradeBase):
-    id: int
-    is_invalidated: bool
-    invalidated_at: datetime | None
 
 
 class UserBase(SQLModel):
@@ -91,3 +47,68 @@ class SessionsUpdate(SQLModel):
     last_seen_at: datetime | None = None
     last_used_ip: str | None = None
     user_agent: str | None = None
+
+
+class ExchangesBase(SQLModel):
+    name: str
+    notes: str | None = None
+
+
+class ExchangesCreate(ExchangesBase):
+    user_id: int
+
+
+class ExchangesRead(ExchangesBase):
+    id: int
+
+
+class CycleBase(SQLModel):
+    friendly_name: str | None = None
+    symbol: str
+    exchange_id: int
+    underlying_currency: UnderlyingCurrency
+    status: str
+    start_date: date
+    end_date: date | None = None
+    funding_source: str | None = None
+    capital_exposure_cents: int | None = None
+    loan_amount_cents: int | None = None
+    loan_interest_rate_bps: int | None = None
+    trades: list[TradeRead] | None = None
+
+
+class CycleCreate(CycleBase):
+    user_id: int
+
+
+class TradeBase(SQLModel):
+    user_id: int
+    friendly_name: str | None
+    symbol: str
+    exchange: str
+    underlying_currency: UnderlyingCurrency
+    trade_type: TradeType
+    trade_strategy: TradeStrategy
+    trade_date: date
+    trade_time_utc: datetime
+    quantity: int
+    price_cents: int
+    gross_cash_flow_cents: int
+    commission_cents: int
+    net_cash_flow_cents: int
+    notes: str | None
+    cycle_id: int | None = None
+
+
+class TradeCreate(TradeBase):
+    expiry_date: date | None = None
+    strike_price_cents: int | None = None
+    is_invalidated: bool = False
+    invalidated_at: datetime | None = None
+    replaced_by_trade_id: int | None = None
+
+
+class TradeRead(TradeBase):
+    id: int
+    is_invalidated: bool
+    invalidated_at: datetime | None

backend/trading_journal/service.py

@@ -10,9 +10,21 @@ from starlette.middleware.base import BaseHTTPMiddleware, RequestResponseEndpoin
 
 import settings
 from trading_journal import crud, security
-from trading_journal.dto import ExchangesBase, ExchangesCreate, SessionsCreate, SessionsUpdate, UserCreate, UserLogin, UserRead
+from trading_journal.dto import (
+    CycleBase,
+    CycleCreate,
+    ExchangesBase,
+    ExchangesCreate,
+    ExchangesRead,
+    SessionsCreate,
+    SessionsUpdate,
+    UserCreate,
+    UserLogin,
+    UserRead,
+)
 
 SessionsCreate.model_rebuild()
+CycleBase.model_rebuild()
 
 if TYPE_CHECKING:
     from sqlmodel import Session
@@ -95,6 +107,11 @@ class ExchangeAlreadyExistsError(ServiceError):
     pass
 
 
+class ExchangeNotFoundError(ServiceError):
+    pass
+
+
+# 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")
@@ -156,7 +173,7 @@ def create_exchange_service(db_session: Session, user_id: int, name: str, notes:
         try:
             exchange_dto = ExchangesCreate.model_validate(exchange)
         except Exception as e:
-            logger.exception("Failed to convert exchange to ExchangesCreate: ")
+            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:")
@@ -164,9 +181,42 @@ def create_exchange_service(db_session: Session, user_id: int, name: str, notes:
     return exchange_dto
 
 
-def get_exchanges_by_user_service(db_session: Session, user_id: int) -> list[ExchangesBase]:
+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 [ExchangesBase.model_validate(exchange) for exchange in exchanges]
+    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) -> CycleBase:
+    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)
+    crud.create_cycle(db_session, cycle_data=cycle_data_with_user_id)
+    return cycle_data
 
 
 def get_trades_service(db_session: Session, user_id: int) -> list: