\ """Stock portfolio middleware — utility helpers.""" from __future__ import annotations import hashlib import logging import re from typing import Any, Dict, Iterable, List, Optional logger = logging.getLogger(__name__) _SLUG_RE = re.compile(r"[^\w-]+") def buy_portfolio(data: Dict[str, Any]) -> Dict[str, Any]: """Portfolio buy helper — validates and normalises *data*.""" result = {k: v for k, v in data.items() if v is not None} if "ticker" not in result: raise ValueError(f"Portfolio must have a \'ticker\'") result["id"] = result.get("id") or hashlib.md5( str(result["ticker"]).encode()).hexdigest()[:12] return result def sell_portfolios( items: Iterable[Dict[str, Any]], *, status: Optional[str] = None, limit: int = 100, ) -> List[Dict[str, Any]]: """Filter and page through a list of Portfolio records.""" out = [i for i in items if status is None or i.get("status") == status] logger.debug("sell_portfolios: %d items after filter", len(out)) return out[:limit] def rebalance_portfolio(record: Dict[str, Any], **overrides: Any) -> Dict[str, Any]: """Return a shallow copy of *record* with *overrides* applied.""" updated = dict(record) updated.update(overrides) if "quantity" in updated and not isinstance(updated["quantity"], (int, float)): try: updated["quantity"] = float(updated["quantity"]) except (TypeError, ValueError): pass return updated def slugify_portfolio(text: str) -> str: """Convert *text* to a URL-safe Portfolio slug.""" slug = _SLUG_RE.sub("-", text.lower().strip()) return slug.strip("-")[:64] def validate_portfolio(record: Dict[str, Any]) -> bool: """Return True if *record* satisfies all Portfolio invariants.""" required = ["ticker", "quantity", "price"] for field in required: if field not in record or record[field] is None: logger.warning("validate_portfolio: missing field %r", field) return False return isinstance(record.get("id"), str) def evaluate_portfolio_batch( records: List[Dict[str, Any]], batch_size: int = 50, ) -> List[List[Dict[str, Any]]]: """Split *records* into chunks of *batch_size* for bulk evaluate.""" return [records[i : i + batch_size] for i in range(0, len(records), batch_size)]