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

src/modules/investments/portfolio/infrastructure/position-classification.repository.ts

@@ -0,0 +1,29 @@
+import { Injectable } from '@nestjs/common';
+
+import { PrismaService } from '../../../../prisma/prisma.service';
+
+@Injectable()
+export class PositionClassificationRepository {
+  constructor(private readonly prisma: PrismaService) {}
+
+  read(key: string) {
+    return this.prisma.tbankInstrumentClassification.findUnique({
+      where: { provider_instrumentKey: { provider: 'tbank', instrumentKey: key } },
+    });
+  }
+
+  save(key: string, data: {
+    assetUid?: null | string;
+    brandFetchedAt?: Date | null;
+    brandName?: null | string;
+    brandUid?: null | string;
+    sector?: null | string;
+    sectorFetchedAt?: Date;
+  }) {
+    return this.prisma.tbankInstrumentClassification.upsert({
+      where: { provider_instrumentKey: { provider: 'tbank', instrumentKey: key } },
+      create: { provider: 'tbank', instrumentKey: key, ...data },
+      update: data,
+    });
+  }
+}

src/modules/investments/portfolio/infrastructure/tbank-portfolio.mapper.ts

@@ -1,4 +1,5 @@
 import type { Money } from '../../../../common/money.types';
+import type { Classification } from '../application/position-classification.service';
 import type { PortfolioDto, PortfolioPositionDto } from '../presentation/portfolio.dto';
 
 import {
@@ -35,9 +36,10 @@ function mapPortfolio(
   cash: TbankMoney[],
   metadata: ReadonlyMap<string, { data?: null | TbankInstrument }>,
   lastSuccessfulAt: string,
+  classification: ReadonlyMap<string, Classification> = new Map(),
 ): PortfolioDto {
   const positions = upstream
-    .map((position) => mapPosition(position, metadata.get(metadataKey(position))?.data ?? null))
+    .map((position) => mapPosition(position, metadata.get(metadataKey(position))?.data ?? null, classification.get(metadataKey(position))))
     .filter((position): position is PortfolioPositionDto => position !== null);
   const balances = new Map<string, ReturnType<typeof decimal>>();
   for (const value of cash) {
@@ -63,6 +65,7 @@ function mapPortfolio(
 function mapPosition(
   position: NonNullable<TbankPortfolio['positions']>[number],
   metadata: null | TbankInstrument,
+  classification?: Classification,
 ): null | PortfolioPositionDto {
   const quantity = decimal(position.quantity ?? {});
   if (isZero(quantity)) return null;
@@ -96,6 +99,8 @@ function mapPosition(
     isin: metadata?.isin?.trim() || null,
     ticker: metadata?.ticker?.trim() || null,
     logoName: metadata?.brand?.logoName?.trim() || null,
+    sector: classification?.sector ?? null,
+    issuer: classification?.issuer ?? null,
   };
 }