Add investor API endpoints for portfolio, position, and security management#75
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Add investor API endpoints for portfolio, position, and security management#75
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…gement ## Summary This commit introduces a comprehensive set of new API endpoints for managing investor portfolios, positions, and securities within the `robosystems_client`. The new functionality includes creating, retrieving, deleting, and listing portfolios, positions, and securities. ## Key Changes ### New API Endpoints - **Portfolio Management**: - `create_portfolio`: Create a new portfolio. - `get_portfolio`: Retrieve a specific portfolio by ID. - `delete_portfolio`: Remove an existing portfolio. - `list_portfolios`: List all portfolios associated with an investor. - **Position Management**: - `create_position`: Create a new position within a portfolio. - `get_position`: Retrieve a specific position by ID. - `delete_position`: Remove an existing position. - **Security Management**: - `create_security`: Create a new security. - `get_security`: Retrieve a specific security by ID. - `delete_security`: Remove an existing security. ### New Data Models - Introduced models for request and response handling, including `CreatePortfolioRequest`, `PortfolioResponse`, `CreatePositionRequest`, `PositionResponse`, `CreateSecurityRequest`, and `SecurityResponse`. ## Testing Notes - Verify that all new API endpoints handle both synchronous and asynchronous invocation patterns consistently. - Ensure that the new models serialize and deserialize correctly. ## Infrastructure Considerations - No breaking changes introduced; existing functionality remains intact.
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Summary
Introduces the core RoboInvestor client module, adding a complete set of investor API endpoints and corresponding data models for managing portfolios, positions, securities, and holdings. This is a foundational feature that enables programmatic interaction with the investor service.
Key Accomplishments
New API Endpoints (
robosystems_client/api/investor/)create_portfolio,get_portfolio,list_portfolios,update_portfolio,delete_portfoliocreate_position,get_position,list_positions,update_position,delete_positioncreate_security,get_security,list_securities,update_security,delete_securitylist_holdingsNew Data Models (
robosystems_client/models/)CreatePortfolioRequest,CreatePositionRequest,CreateSecurityRequest,UpdatePortfolioRequest,UpdatePositionRequest,UpdateSecurityRequestPortfolioResponse,PositionResponse,SecurityResponse,HoldingResponse,HoldingSecuritySummaryPortfolioListResponse,PositionListResponse,SecurityListResponse,HoldingsListResponseCreateSecurityRequestTerms,SecurityResponseTerms,UpdateSecurityRequestTermsType0Modified Files
robosystems_client/models/__init__.py: Updated to export all new model classesrobosystems_client/api/subgraphs/create_subgraph.py: Minor modifications (likely import or structural alignment)Scope
Breaking Changes
None expected. This is a purely additive feature introducing a new
investorAPI module alongside existing modules (e.g.,subgraphs). The minor modification tocreate_subgraph.pyshould be reviewed to confirm backward compatibility.Testing Notes
create_subgraphmodification does not regress existing subgraph functionalityInfrastructure Considerations
🤖 Generated with Claude Code
Branch Info:
feature/roboinvestor-coremainCo-Authored-By: Claude noreply@anthropic.com