feat(portfolio): store and publish instrument sector and issuer (WealthLedger/main#48) (#148)

src/modules/investments/portfolio/application/portfolio.service.ts

@@ -30,6 +30,7 @@ import {
 } from '../infrastructure/portfolio.repository';
 import { mapPortfolio } from '../infrastructure/tbank-portfolio.mapper';
 import { PortfolioDto } from '../presentation/portfolio.dto';
+import { type Classification, PositionClassificationService } from './position-classification.service';
 
 const MISSING_DATA_REVISION = 0;
 const NO_ACCOUNTS = 0;
@@ -46,6 +47,7 @@ export class PortfolioService {
     private readonly access: TbankAccessService,
     private readonly tbank: TbankClient,
     private readonly metadata: InstrumentMetadataService,
+    private readonly classification: PositionClassificationService,
     private readonly repository: PortfolioRepository,
     private readonly membership: TbankMembershipService,
     private readonly logger: StructuredLogger,
@@ -88,6 +90,11 @@ export class PortfolioService {
           snapshot: account.portfolio
             ? {
                 ...(account.portfolio.payload as unknown as PortfolioDto),
+                positions: (account.portfolio.payload as unknown as PortfolioDto).positions.map((position) => ({
+                  ...position,
+                  sector: position.sector ?? null,
+                  issuer: position.issuer ?? null,
+                })),
                 lastSuccessfulAt: account.portfolio.fetchedAt.toISOString(),
                 isStale:
                   Date.now() - account.portfolio.fetchedAt.valueOf() >=
@@ -231,8 +238,8 @@ export class PortfolioService {
     };
   }
 
-  request(userId: string, revision: string, accountId: string, force = false) {
-    return this.queueSnapshot(userId, revision, accountId, force);
+  request(userId: string, revision: string, accountId: string, force = false, walkStartedAt?: Date) {
+    return this.queueSnapshot(userId, revision, accountId, force, walkStartedAt);
   }
 
   private queueSnapshot(
@@ -240,6 +247,7 @@ export class PortfolioService {
     revision: string,
     accountId: string,
     force = false,
+    walkStartedAt = new Date(),
   ) {
     const reserved = this.reservations.then(async () => {
       const requested = await this.repository.reserve(
@@ -268,9 +276,11 @@ export class PortfolioService {
               this.tbank.getPortfolio(token, accountId),
               this.tbank.getPositions(token, accountId),
             ]);
+            const classifications = await this.classification.refresh(token, portfolio.positions ?? [], walkStartedAt);
             const snapshot = await this.normalize(
               portfolio.positions ?? [],
               positions.money ?? [],
+              classifications,
             );
             const published = await this.repository.publish(
               attempt,
@@ -309,9 +319,10 @@ export class PortfolioService {
   private async normalize(
     upstream: NonNullable<TbankPortfolio['positions']>,
     money: TbankMoney[],
+    classifications: ReadonlyMap<string, Classification>,
   ): Promise<PortfolioDto> {
     const lastSuccessfulAt = new Date().toISOString().replace(/\.\d{3}Z$/, 'Z');
     const savedMetadata = await this.metadata.savedMany(upstream);
-    return mapPortfolio(upstream, money, savedMetadata, lastSuccessfulAt);
+    return mapPortfolio(upstream, money, savedMetadata, lastSuccessfulAt, classifications);
   }
 }