Wallet API - Refactor / Bug Fixes

api/certificates_of_deposit_operations.go

@@ -35,7 +35,7 @@ func (s *server) getAllCertificatesOfDepositOperations(c echo.Context) error {
 func (s *server) getCertificateOfDepositOperationByID(c echo.Context) error {
 	id := c.Param("id")
 	log.Debugf("[API] Retrieving certificate of deposit operation with id: %s", id)
-	result := &wallet.CertificateOfDeposit{}
+	result := wallet.NewCertificateOfDeposit()
 	if err := s.db.Get(id, result); err != nil {
 		errMsg := fmt.Sprintf("Error on retrieve '%s' operations: %v", id, err)
 		return logAndReturnError(c, errMsg)

api/ficfi_operations.go

@@ -35,7 +35,7 @@ func (s *server) getAllFICFIOperations(c echo.Context) error {
 func (s *server) getFICFIOperationByID(c echo.Context) error {
 	id := c.Param("id")
 	log.Debugf("[API] Retrieving FICFI operation with id: %s", id)
-	result := &wallet.FICFI{}
+	result := wallet.NewFICFI()
 	if err := s.db.Get(id, result); err != nil {
 		errMsg := fmt.Sprintf("Error on retrieve '%s' operations: %v", id, err)
 		return logAndReturnError(c, errMsg)

api/fiis_operations.go

@@ -35,7 +35,7 @@ func (s *server) getAllFIIOperations(c echo.Context) error {
 func (s *server) getFIIOperationByID(c echo.Context) error {
 	id := c.Param("id")
 	log.Debugf("[API] Retrieving stock operation with id: %s", id)
-	result := &wallet.FII{}
+	result := wallet.NewFII()
 	if err := s.db.Get(id, result); err != nil {
 		errMsg := fmt.Sprintf("Error on retrieve '%s' operations: %v", id, err)
 		return logAndReturnError(c, errMsg)

api/portfolios.go

@@ -16,14 +16,10 @@ import (
 )
 
 func getYear(c echo.Context) (int, error) {
-	var year int
-	yearString := c.QueryParam("year")
-	if yearString != "" {
+	if yearString := c.QueryParam("year"); yearString != "" {
 		return strconv.Atoi(yearString)
-	} else {
-		t := time.Now()
-		year = t.Year()
 	}
+	year := time.Now().Year()
 	return year, nil
 }
 

api/stocks_funds_operations.go

@@ -35,7 +35,7 @@ func (s *server) getAllStockFundsOperations(c echo.Context) error {
 func (s *server) getStockFundOperationByID(c echo.Context) error {
 	id := c.Param("id")
 	log.Debugf("[API] Retrieving stock fund operation with id: %s", id)
-	result := &wallet.StockFund{}
+	result := wallet.NewStockFund()
 	if err := s.db.Get(id, result); err != nil {
 		errMsg := fmt.Sprintf("Error on retrieve '%s' operations: %v", id, err)
 		return logAndReturnError(c, errMsg)

api/treasuries_direct_operations.go

@@ -35,7 +35,7 @@ func (s *server) getAllTreasuriesDirectOperations(c echo.Context) error {
 func (s *server) getTreasuryDirectOperationByID(c echo.Context) error {
 	id := c.Param("id")
 	log.Debugf("[API] Retrieving treasury direct operation with id: %s", id)
-	result := &wallet.TreasuryDirect{}
+	result := wallet.NewTreasuryDirect()
 	if err := s.db.Get(id, result); err != nil {
 		errMsg := fmt.Sprintf("Error on retrieve '%s' operations: %v", id, err)
 		return logAndReturnError(c, errMsg)

config/config.go

@@ -19,6 +19,10 @@ func init() {
 	viper.SetDefault("mongodb.name", "finance-wallet")
 	viper.SetDefault("port", 8889)
 	viper.SetDefault("debug", false)
+	viper.SetDefault("db.operation.timeout", 3)
+	viper.SetDefault("collection.operation.timeout", 3)
+	viper.SetDefault("financeapi.operation.timeout", 3)
+	viper.SetDefault("financeapi.url", "https://mfinance.com.br/api/v1")
 	logLevel := log.InfoLevel
 	if viper.GetBool("debug") {
 		logLevel = log.DebugLevel
@@ -28,8 +32,4 @@ func init() {
 		DisableColors: true,
 		FullTimestamp: true,
 	})
-	viper.SetDefault("db.operation.timeout", 3)
-	viper.SetDefault("collection.operation.timeout", 3)
-	viper.SetDefault("financeapi.operation.timeout", 3)
-	viper.SetDefault("financeapi.url", "https://mfinance.com.br/api/v1")
 }

db/operations.go

@@ -4,6 +4,8 @@
 package db
 
 import (
+	"errors"
+	"fmt"
 	"time"
 
 	"github.com/mfinancecombr/finance-wallet-api/wallet"
@@ -12,6 +14,15 @@ import (
 	"go.mongodb.org/mongo-driver/mongo/options"
 )
 
+var operationTypes = map[string]func() wallet.Tradable{
+	wallet.ItemTypeStocks:                 func() wallet.Tradable { return wallet.NewStock() },
+	wallet.ItemTypeFIIS:                   func() wallet.Tradable { return wallet.NewFII() },
+	wallet.ItemTypeCertificateOfDeposit:   func() wallet.Tradable { return wallet.NewCertificateOfDeposit() },
+	wallet.ItemTypeStocksTreasuriesDirect: func() wallet.Tradable { return wallet.NewTreasuryDirect() },
+	wallet.ItemTypeStocksStocksFunds:      func() wallet.Tradable { return wallet.NewStock() },
+	wallet.ItemTypeStocksFICFI:            func() wallet.Tradable { return wallet.NewFICFI() },
+}
+
 func (m *mongoSession) getOperationsSymbols(filter bson.M) ([]interface{}, error) {
 	log.Debug("[DB] getOperationSymbols")
 	return m.collection.Distinct(operationsCollection, "symbol", filter)
@@ -23,35 +34,26 @@ func (m *mongoSession) getItemTypes() ([]interface{}, error) {
 }
 
 func (m *mongoSession) getAllOperationsBySymbol(symbol, itemType string, year int) (wallet.OperationsList, error) {
-	log.Debug("[DB] getAllOperationsBySymbol")
-	date := time.Date(year, 12, 31, 23, 59, 59, 0, time.UTC)
-	query := bson.M{"symbol": symbol, "date": bson.M{"$lte": date}}
-	opts := options.Find().SetSort(bson.D{{"date", 1}})
+	log.Debug("[DB] getAllOperationsBySymbol", "year", year)
+	date := time.Date(year+1, 1, 1, 0, 0, 0, 0, time.UTC)
+	query := bson.M{"symbol": symbol, "date": bson.M{"$lt": date}}
+	opts := options.Find().SetSort(bson.D{{Key: "date", Value: 1}})
 	results, err := m.collection.FindAll(operationsCollection, query, opts)
 	if err != nil {
 		return nil, err
 	}
-	// FIXME
 	operationsList := wallet.OperationsList{}
 	for _, result := range results {
-		var operation wallet.Tradable
-		switch itemType {
-		case "stocks":
-			operation = &wallet.Stock{}
-		case "fiis":
-			operation = &wallet.FII{}
-		case "certificates-of-deposit":
-			operation = &wallet.CertificateOfDeposit{}
-		case "treasuries-direct":
-			operation = &wallet.TreasuryDirect{}
-		case "stocks-funds":
-			operation = &wallet.StockFund{}
-		case "ficfi":
-			operation = &wallet.FICFI{}
-		default:
-			log.Errorf("Item type '%s' not found", itemType)
+		newOperationType, ok := operationTypes[itemType]
+		if !ok {
+			errMsg := fmt.Sprintf("operation type)Item type '%s' not found", itemType)
+			return nil, errors.New(errMsg)
+		}
+		operation := newOperationType()
+		bsonBytes, err := bson.Marshal(result)
+		if err != nil {
+			return nil, err
 		}
-		bsonBytes, _ := bson.Marshal(result)
 		bson.Unmarshal(bsonBytes, operation)
 		operationsList = append(operationsList, operation)
 	}

wallet/certificate_of_deposit.go

@@ -24,7 +24,7 @@ type CertificateOfDeposit struct {
 
 type CertificateOfDepositList []CertificateOfDeposit
 
-const CertificateOfDepositItemType = "certificate-of-deposit"
+const CertificateOfDepositItemType = ItemTypeCertificateOfDeposit
 
 func NewCertificateOfDeposit() *CertificateOfDeposit {
 	return &CertificateOfDeposit{ItemType: CertificateOfDepositItemType}

wallet/ficfi.go

@@ -22,7 +22,7 @@ type FICFI struct {
 
 type FICFIList []FICFI
 
-const FICFIItemType = "ficfi"
+const FICFIItemType = ItemTypeStocksFICFI
 
 func NewFICFI() *FICFI {
 	return &FICFI{ItemType: FICFIItemType}

wallet/fii.go

@@ -22,7 +22,7 @@ type FII struct {
 
 type FIIList []FII
 
-const FIIItemType = "fiis"
+const FIIItemType = ItemTypeFIIS
 
 func NewFII() *FII {
 	return &FII{ItemType: FIIItemType}

wallet/portfolio.go

@@ -45,5 +45,7 @@ func (p *Portfolio) Recalculate() {
 
 	p.CostBasis = roundFloatTwoDecimalPlaces(costBasis)
 	p.Gain = roundFloatTwoDecimalPlaces(gain)
-	p.OverallReturn = roundFloatTwoDecimalPlaces(p.Gain * 100 / p.CostBasis)
+	if p.CostBasis > 0 {
+		p.OverallReturn = roundFloatTwoDecimalPlaces(p.Gain * 100 / p.CostBasis)
+	}
 }

wallet/position.go

@@ -56,7 +56,7 @@ func (pi *Position) Recalculate() {
 		pi.AveragePrice = roundFloatTwoDecimalPlaces(pi.CostBasis / pi.Shares)
 
 		// FIXME
-		if pi.ItemType == "stocks" || pi.ItemType == "fiis" {
+		if pi.ItemType == ItemTypeStocks || pi.ItemType == ItemTypeFIIS {
 			gain := (pi.Shares * pi.LastPrice) - pi.CostBasis
 			pi.Gain = roundFloatTwoDecimalPlaces(gain)
 			pi.OverallReturn = roundFloatTwoDecimalPlaces((gain * 100) / pi.CostBasis)

wallet/stock.go

@@ -22,7 +22,7 @@ type Stock struct {
 
 type StockList []Stock
 
-const StockItemType = "stocks"
+const StockItemType = ItemTypeStocks
 
 func NewStock() *Stock {
 	return &Stock{ItemType: StockItemType}

wallet/stock_fund.go

@@ -22,7 +22,7 @@ type StockFund struct {
 
 type StockFundList []StockFund
 
-const StockFundItemType = "stocks-funds"
+const StockFundItemType = ItemTypeStocksStocksFunds
 
 func NewStockFund() *StockFund {
 	return &StockFund{ItemType: StockFundItemType}

wallet/tradable.go

@@ -10,3 +10,12 @@ type Tradable interface {
 	GetType() string
 	GetBrokerSlug() string
 }
+
+const (
+	ItemTypeStocks                 = "stocks"
+	ItemTypeFIIS                   = "fiis"
+	ItemTypeCertificateOfDeposit   = "certificate-of-deposit"
+	ItemTypeStocksTreasuriesDirect = "treasury-direct"
+	ItemTypeStocksStocksFunds      = "stocks-funds"
+	ItemTypeStocksFICFI            = "ficfi"
+)

wallet/treasury_direct.go

@@ -8,18 +8,17 @@ import (
 )
 
 type TreasuryDirect struct {
-	BrokerSlug string     `json:"brokerSlug" bson:"brokerSlug" validate:"required"`
-	Commission float64    `json:"commission" bson:"commission"`
-	Date       *time.Time `json:"date" bson:"date" validate:"required"`
-	//DueDate           *time.Time `json:"dueDate" bson:"dueDate" validate:"required"`
-	FixedInterestRate float64 `json:"fixedInterestRate" bson:"fixedInterestRate" validate:"required"`
-	ID                string  `json:"id,omitempty" bson:"_id,omitempty"`
-	ItemType          string  `json:"itemType" bson:"itemType" validate:"required"`
-	PortfolioSlug     string  `json:"portfolioSlug" bson:"portfolioSlug" validate:"required"`
-	Price             float64 `json:"price" bson:"price" validate:"required"`
-	Shares            float64 `json:"shares" bson:"shares" validate:"required"`
-	Symbol            string  `json:"symbol" bson:"symbol" validate:"required"`
-	Type              string  `json:"type" bson:"type" validate:"required"`
+	BrokerSlug        string     `json:"brokerSlug" bson:"brokerSlug" validate:"required"`
+	Commission        float64    `json:"commission" bson:"commission"`
+	Date              *time.Time `json:"date" bson:"date" validate:"required"`
+	FixedInterestRate float64    `json:"fixedInterestRate" bson:"fixedInterestRate" validate:"required"`
+	ID                string     `json:"id,omitempty" bson:"_id,omitempty"`
+	ItemType          string     `json:"itemType" bson:"itemType" validate:"required"`
+	PortfolioSlug     string     `json:"portfolioSlug" bson:"portfolioSlug" validate:"required"`
+	Price             float64    `json:"price" bson:"price" validate:"required"`
+	Shares            float64    `json:"shares" bson:"shares" validate:"required"`
+	Symbol            string     `json:"symbol" bson:"symbol" validate:"required"`
+	Type              string     `json:"type" bson:"type" validate:"required"`
 }
 
 type TreasuryDirectList []TreasuryDirect