Files
auto-stock/backend/app/api/endpoints/portfolio.py
2025-11-14 11:05:31 +09:00

229 lines
9.5 KiB
Python

from fastapi import APIRouter, Depends, HTTPException
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy import select
from typing import List
from decimal import Decimal
from app.core.database import get_db
from app.models.models import Portfolio
from app.services.korea_investment_api import korea_investment_api
import asyncio
import logging
from datetime import datetime, timedelta
logger = logging.getLogger(__name__)
# 단순 인메모리 캐시 (프로세스 단위). 다중 프로세스 환경이면 Redis 등 필요.
class PortfolioCache:
def __init__(self):
self.holdings = [] # List[Portfolio]
self.summary = None # Dict
self.last_synced: datetime | None = None
self.change_flag = False # 외부 이벤트로 변경 감지 (매수/매도 등)
self.sync_lock = asyncio.Lock()
self.min_interval = timedelta(seconds=15) # 최소 동기화 간격
self.last_attempt: datetime | None = None
self.last_error: str | None = None
# 실패 관리 (백오프)
self.failure_count: int = 0
self.next_retry_at: datetime | None = None
self.last_sync_success: bool = False
def mark_changed(self):
self.change_flag = True
def should_sync(self) -> bool:
now = datetime.now()
# 최초 또는 변경 플래그 또는 최소간격 경과 후 오류 상태 재시도
if self.last_synced is None:
return True
if self.change_flag:
return True
# 오류 발생 시 백오프 기간에는 재시도 금지
if self.last_error:
if self.next_retry_at and now < self.next_retry_at:
return False
# 백오프가 지났으면 재시도 허용 (최소 간격과 무관)
return True
if (now - self.last_synced) > timedelta(minutes=5): # 주기적 신선도 보장
return True
return False
def _compute_backoff(self) -> timedelta:
# 30s, 60s, 120s, max 5min
base = 30
delay = base * (2 ** max(self.failure_count - 1, 0))
delay = min(delay, 300)
return timedelta(seconds=delay)
def record_failure(self, err: Exception | str):
self.last_error = str(err)
self.failure_count += 1
self.next_retry_at = datetime.now() + self._compute_backoff()
self.last_sync_success = False
def record_success(self):
self.last_error = None
self.failure_count = 0
self.next_retry_at = None
self.last_sync_success = True
def cache_summary(self):
holdings = self.holdings
total_stocks = len(holdings)
total_value = sum(float(h.current_price or 0) * h.quantity for h in holdings)
total_investment = sum(float(h.average_price or 0) * h.quantity for h in holdings)
total_profit_loss = sum(float(h.profit_loss or 0) for h in holdings)
total_profit_loss_rate = (total_profit_loss / total_investment * 100) if total_investment > 0 else 0
self.summary = {
"total_stocks": total_stocks,
"total_value": total_value,
"total_investment": total_investment,
"total_profit_loss": total_profit_loss,
"total_profit_loss_rate": total_profit_loss_rate
}
portfolio_cache = PortfolioCache()
from pydantic import BaseModel
router = APIRouter()
class PortfolioResponse(BaseModel):
id: int
stock_code: str
stock_name: str = None
quantity: int
average_price: Decimal = None
current_price: Decimal = None
profit_loss: Decimal = None
profit_loss_rate: Decimal = None
class Config:
from_attributes = True
@router.get("", response_model=List[PortfolioResponse])
async def get_portfolio(db: AsyncSession = Depends(get_db)):
"""포트폴리오 조회 (캐시 활용)"""
if portfolio_cache.holdings and not portfolio_cache.should_sync():
logger.debug("Portfolio cache hit (holdings)")
return portfolio_cache.holdings
# 필요하면 동기화 시도
try:
await sync_portfolio(db, force=False)
except HTTPException:
# 강제 동기화가 아닌 경우에는 오류를 사용자에게 전파하지 않고 캐시/빈 목록 반환
logger.warning("get_portfolio: sync failed, returning cached holdings")
return portfolio_cache.holdings
@router.get("/sync")
async def sync_portfolio(db: AsyncSession = Depends(get_db), force: bool = True):
"""실제 계좌와 포트폴리오 동기화 (캐시 반영)
force=False이면 캐시 정책에 따라 생략될 수 있음.
"""
if not force and not portfolio_cache.should_sync():
logger.debug("Skip sync: cache fresh & no change flag")
return {"message": "Skipped (cache fresh)", "cached": True}
async with portfolio_cache.sync_lock:
portfolio_cache.last_attempt = datetime.now()
try:
balance_data = await korea_investment_api.get_balance()
portfolio_cache.record_success()
# 기존 레코드 로드 (삭제 대신 업데이트)
result = await db.execute(select(Portfolio))
existing_all = {p.stock_code: p for p in result.scalars().all()}
processed_codes = set()
new_holdings = []
if "output1" in balance_data:
for item in balance_data["output1"]:
stock_code = item.get("pdno")
stock_name = item.get("prdt_name")
quantity = int(item.get("hldg_qty", 0))
if quantity <= 0:
continue
average_price = Decimal(item.get("pchs_avg_pric", 0))
current_price = Decimal(item.get("prpr", 0))
profit_loss = Decimal(item.get("evlu_pfls_amt", 0))
profit_loss_rate = Decimal(item.get("evlu_pfls_rt", 0))
processed_codes.add(stock_code)
if stock_code in existing_all:
h = existing_all[stock_code]
h.stock_name = stock_name
h.quantity = quantity
h.average_price = average_price
h.current_price = current_price
h.profit_loss = profit_loss
h.profit_loss_rate = profit_loss_rate
new_holdings.append(h)
else:
new_holding = Portfolio(
stock_code=stock_code,
stock_name=stock_name,
quantity=quantity,
average_price=average_price,
current_price=current_price,
profit_loss=profit_loss,
profit_loss_rate=profit_loss_rate
)
db.add(new_holding)
new_holdings.append(new_holding)
# 제거된 종목 반영 (수량 0 처리)
for code, h in existing_all.items():
if code not in processed_codes:
h.quantity = 0
await db.commit()
portfolio_cache.holdings = [h for h in new_holdings if h.quantity > 0]
portfolio_cache.cache_summary()
portfolio_cache.last_synced = datetime.now()
portfolio_cache.change_flag = False
logger.info(f"Portfolio synced: {len(portfolio_cache.holdings)} holdings")
return {"message": "Portfolio synchronized", "count": len(portfolio_cache.holdings), "cached": False}
except Exception as e:
portfolio_cache.record_failure(e)
logger.error(f"Portfolio sync failed: {e}")
if force:
# 명시적 강제 동기화 요청 시에는 오류 전파
raise HTTPException(status_code=502, detail=f"Failed to sync portfolio: {e}")
# 비강제(백그라운드) 동기화 실패 시에는 캐시/빈 값 사용
return {"message": "Sync failed (using cache)", "cached": True, "error": str(e)}
@router.get("/summary")
async def get_portfolio_summary(db: AsyncSession = Depends(get_db)):
"""포트폴리오 요약 (캐시 활용)"""
if portfolio_cache.summary and not portfolio_cache.should_sync():
logger.debug("Portfolio cache hit (summary)")
resp = dict(portfolio_cache.summary)
resp.update({
"sync_status": "ok" if portfolio_cache.last_error is None else "error",
"last_synced": portfolio_cache.last_synced.isoformat() if portfolio_cache.last_synced else None,
"last_error": portfolio_cache.last_error,
})
return resp
try:
await sync_portfolio(db, force=False)
except HTTPException:
logger.warning("get_portfolio_summary: sync failed, returning cached summary")
base = portfolio_cache.summary or {
"total_stocks": 0,
"total_value": 0,
"total_investment": 0,
"total_profit_loss": 0,
"total_profit_loss_rate": 0
}
resp = dict(base)
resp.update({
"sync_status": "ok" if portfolio_cache.last_error is None else "error",
"last_synced": portfolio_cache.last_synced.isoformat() if portfolio_cache.last_synced else None,
"last_error": portfolio_cache.last_error,
})
return resp
@router.post("/refresh")
async def refresh_portfolio(db: AsyncSession = Depends(get_db)):
"""강제 캐시 무효화 및 재동기화"""
portfolio_cache.change_flag = True
return await sync_portfolio(db, force=True)