feat portfolio service - CRUD operations

.github/prompts/autonomy-version.json

@@ -0,0 +1,3 @@
+{
+  "version": "2025.11"
+}

.github/prompts/autonomy.manifest.json

@@ -0,0 +1,8 @@
+{
+  "version": "2025.11",
+  "consent": {
+    "phrase": "",
+    "expiresMinutes": 0
+  },
+  "actions": []
+}

.kilo/kilo.jsonc

@@ -0,0 +1,4 @@
+{
+  "$schema": "https://app.kilo.ai/config.json",
+  "snapshot": false
+}

find_types.js

@@ -0,0 +1,18 @@
+const fs = require('fs');
+const path = require('path');
+const root = 'C:/Users/User/Desktop/alian_structure-api/node_modules/@nestjs';
+let found = [];
+function walk(d) {
+  if (!fs.existsSync(d)) return;
+  for (const f of fs.readdirSync(d)) {
+    if (f.startsWith('.')) continue;
+    const fp = path.join(d, f);
+    if (fs.statSync(fp).isDirectory()) walk(fp);
+    else if (fp.endsWith('.d.ts') || fp.endsWith('.js')) {
+      const c = fs.readFileSync(fp, 'utf8');
+      if (c.includes('HealthIndicatorStatus')) found.push(fp);
+    }
+  }
+}
+walk(root);
+console.log(found.join('\n'));

package.json

@@ -113,7 +113,7 @@
     "@types/bull": "^3.15.9",
     "@types/express": "^4.17.25",
     "@types/jest": "^29.5.14",
-    "@types/node": "^20.19.30",
+    "@types/node": "^26.0.1",
     "@types/nodemailer": "^6.4.14",
     "@types/passport-jwt": "^3.0.8",
     "@types/serve-favicon": "^2.5.7",

src/config/swagger.config.ts

@@ -4,7 +4,7 @@ import { ConfigService } from "@nestjs/config";
 
 export function setupSwagger(app: INestApplication): void {
   const configService = app.get(ConfigService);
-  const port = process.env.PORT || configService.get<number>("PORT", 3001);
+  const port = Number(process.env.PORT || configService.get("PORT", 3001));
 
   const config = new DocumentBuilder()
     .setTitle("alian-structure Backend API")

src/config/tracing.ts

@@ -64,8 +64,6 @@ function buildSdk(): NodeSDK {
     textMapPropagator: new W3CTraceContextPropagator(),
     instrumentations: [
       getNodeAutoInstrumentations({
-        // fs instrumentation is noisy; disable it
-        "@opentelemetry/instrumentation-fs": { enabled: false },
         // Ensure HTTP instrumentation captures request/response headers
         "@opentelemetry/instrumentation-http": {
           headersToSpanAttributes: {

src/dashboard/websocket/filters/ws-exception.filter.ts

@@ -16,7 +16,7 @@ export class WsExceptionFilter implements ExceptionFilter {
     let errorResponse: WsErrorResponse;
 
     if (exception instanceof WsException) {
-      const error = exception.getError();
+      const error = (exception as WsException).getError();
 
       if (typeof error === "string") {
         errorResponse = {

src/dashboard/websocket/services/connection-pool.service.ts

@@ -1,12 +1,12 @@
 import { Injectable, Logger, OnModuleDestroy } from "@nestjs/common";
-import { io, Socket } from "socket.io-client";
+import io from "socket.io-client";
 import { v4 as uuidv4 } from "uuid";
 
 export interface UpstreamConnection {
   id: string;
   serviceName: string;
   url: string;
-  socket: Socket;
+  socket: any;
   connectedAt: Date;
   lastHeartbeat: Date;
   isConnected: boolean;

src/dashboard/websocket/services/dashboard-client.service.ts

@@ -4,7 +4,7 @@
  */
 
 import { Injectable, Logger } from "@nestjs/common";
-import { io, Socket } from "socket.io-client";
+import io from "socket.io-client";
 import {
   DashboardEvent,
   BufferedEvent,
@@ -36,7 +36,7 @@ export interface EventHandler {
 export class DashboardClientService {
   private readonly logger = new Logger(DashboardClientService.name);
 
-  private socket: Socket | null = null;
+  private socket: any = null;
   private config: ClientConfig;
   private eventHandlers: Map<string, Set<EventHandler>> = new Map();
 

src/dashboard/websocket/services/reconnection.service.ts

@@ -233,9 +233,9 @@ export class WebSocketClientManager {
 
     try {
       // Dynamic import for socket.io-client
-      const { io } = await import("socket.io-client");
+      const socketIo = await import("socket.io-client");
 
-      this.socket = io(url, {
+      this.socket = socketIo.default(url, {
         transports: ["websocket"],
         auth: { token },
         query: { userId },

src/investment/portfolio/dto/portfolio.dto.ts

@@ -5,22 +5,42 @@ import {
   IsNumber,
   IsBoolean,
   IsJSON,
+  IsObject,
+  Min,
+  Max,
 } from "class-validator";
-import { PortfolioStatus } from "../entities/portfolio.entity";
+import { PortfolioType, PortfolioStatus, AllocationStrategy } from "../entities/portfolio.entity";
 export class CreatePortfolioDto {
   @IsString()
   name: string;
 
+  @IsOptional()
+  @IsEnum(PortfolioType)
+  type?: PortfolioType;
+
   @IsOptional()
   @IsString()
   description?: string;
 
+  @IsOptional()
+  @IsObject()
+  initialAllocation?: Record<string, number>;
+
+  @IsOptional()
+  @IsObject()
+  targetAllocation?: Record<string, number>;
+
+  @IsOptional()
+  @IsEnum(AllocationStrategy)
+  allocationStrategy?: AllocationStrategy;
+
   @IsOptional()
   @IsNumber()
+  @Min(0)
   totalValue?: number;
 
   @IsOptional()
-  @IsJSON()
+  @IsObject()
   metadata?: Record<string, any>;
 
   @IsOptional()
@@ -33,6 +53,8 @@ export class CreatePortfolioDto {
 
   @IsOptional()
   @IsNumber()
+  @Min(0)
+  @Max(100)
   rebalanceThreshold?: number;
 }
 
@@ -41,6 +63,10 @@ export class UpdatePortfolioDto {
   @IsString()
   name?: string;
 
+  @IsOptional()
+  @IsEnum(PortfolioType)
+  type?: PortfolioType;
+
   @IsOptional()
   @IsString()
   description?: string;
@@ -49,6 +75,22 @@ export class UpdatePortfolioDto {
   @IsEnum(PortfolioStatus)
   status?: PortfolioStatus;
 
+  @IsOptional()
+  @IsObject()
+  initialAllocation?: Record<string, number>;
+
+  @IsOptional()
+  @IsObject()
+  currentAllocation?: Record<string, number>;
+
+  @IsOptional()
+  @IsObject()
+  targetAllocation?: Record<string, number>;
+
+  @IsOptional()
+  @IsEnum(AllocationStrategy)
+  allocationStrategy?: AllocationStrategy;
+
   @IsOptional()
   @IsBoolean()
   autoRebalanceEnabled?: boolean;
@@ -59,21 +101,26 @@ export class UpdatePortfolioDto {
 
   @IsOptional()
   @IsNumber()
+  @Min(0)
+  @Max(100)
   rebalanceThreshold?: number;
 
   @IsOptional()
-  @IsJSON()
+  @IsObject()
   metadata?: Record<string, any>;
 }
 
 export class PortfolioResponseDto {
   id: string;
   name: string;
+  type: PortfolioType;
   description?: string;
   status: PortfolioStatus;
-  totalValue: number;
+  initialAllocation: Record<string, number>;
   currentAllocation: Record<string, number>;
   targetAllocation?: Record<string, number>;
+  allocationStrategy?: AllocationStrategy;
+  totalValue: number;
   autoRebalanceEnabled: boolean;
   rebalanceFrequency?: string;
   rebalanceThreshold: number;

src/investment/portfolio/entities/portfolio.entity.ts

@@ -31,6 +31,15 @@ export enum PortfolioType {
   OTHER = "other",
 }
 
+export enum AllocationStrategy {
+  MANUAL = "manual",
+  EQUAL_WEIGHT = "equal_weight",
+  MARKET_CAP = "market_cap",
+  RISK_PARITY = "risk_parity",
+  MVO = "mvo",
+  CUSTOM = "custom",
+}
+
 @Entity("portfolios")
 @Index(["userId", "status"])
 @Index(["userId", "createdAt"])
@@ -41,24 +50,28 @@ export class Portfolio {
   @Column()
   name: string;
 
-  @Column({ type: "text", nullable: true })
-  description: string;
-
   @Column({
     type: "enum",
     enum: PortfolioType,
     default: PortfolioType.MANUAL,
   })
   type: PortfolioType;
 
+  description: string;
+
   @Column({
     type: "enum",
     enum: PortfolioStatus,
     default: PortfolioStatus.ACTIVE,
   })
   status: PortfolioStatus;
 
-  // Total portfolio value
+  @Column({ type: "jsonb", default: {} })
+  initialAllocation: Record<string, number>;
+
+  @Column({ type: "enum", enum: AllocationStrategy, default: AllocationStrategy.MANUAL, nullable: true })
+  allocationStrategy: AllocationStrategy;
+
   @Column({ type: "decimal", precision: 18, scale: 2, default: 0 })
   totalValue: number;
 
@@ -70,37 +83,33 @@ export class Portfolio {
   @Column({ type: "jsonb", default: {} })
   currentAllocation: Record<string, number>;
 
-  // Target allocation (from optimization)
   @Column({ type: "jsonb", nullable: true })
   targetAllocation: Record<string, number>;
 
-  // Portfolio metadata
   @Column({ type: "jsonb", nullable: true })
   metadata: Record<string, any>;
 
-  // Rebalancing configuration
   @Column({ type: "boolean", default: false })
   autoRebalanceEnabled: boolean;
 
   @Column({ type: "varchar", nullable: true })
   rebalanceFrequency: "daily" | "weekly" | "monthly" | "quarterly" | null;
 
   @Column({ type: "decimal", precision: 5, scale: 2, default: 5 })
-  rebalanceThreshold: number; // Percentage threshold for rebalancing
+  rebalanceThreshold: number;
 
   @CreateDateColumn()
   createdAt: Date;
 
   @UpdateDateColumn()
   updatedAt: Date;
 
-  @DeleteDateColumn()
+  @DeleteDateColumn({ nullable: true })
   deletedAt: Date;
 
   @Column({ nullable: true })
   lastRebalanceDate: Date;
 
-  // Relations
   @ManyToOne(() => User, { onDelete: "CASCADE" })
   @JoinColumn({ name: "userId" })
   user: User;