feat: 添加用户授权支持并重构组合服务

重构组合服务接口和实现，添加用户ID参数以实现多租户隔离
更新组合控制器，从JWT令牌中提取用户ID并验证权限
完善组合服务数据库操作，包括组合创建、查询和交易处理
更新README文档，补充组合API详细说明

AssetManager.API/Controllers/PortfolioController.cs

@@ -4,6 +4,7 @@ using AssetManager.Services;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Mvc;
 using Microsoft.Extensions.Logging;
+using System.Security.Claims;
 
 namespace AssetManager.API.Controllers;
 
@@ -21,22 +22,30 @@ public class PortfolioController : ControllerBase
         _portfolioService = portfolioService;
     }
 
-    /// <summary>
+    private string GetCurrentUserId()
-    /// 创建新投资组合
+    {
-    /// </summary>
+        return User.FindFirst(ClaimTypes.NameIdentifier)?.Value;
-    /// <param name="request">投资组合创建请求参数</param>
+    }
-    /// <returns>创建的投资组合详情</returns>
+
-    /// <remarks>
-    /// 此接口用于创建新的投资组合。
-    /// </remarks>
     [HttpPost]
     public ActionResult<ApiResponse<CreatePortfolioResponse>> CreatePortfolio([FromBody] CreatePortfolioRequest request)
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<CreatePortfolioResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation("Request to create portfolio");
             
-            var response = _portfolioService.CreatePortfolio(request);
+            var response = _portfolioService.CreatePortfolio(request, userId);
 
             _logger.LogInformation("Portfolio created successfully");
             
@@ -60,28 +69,32 @@ public class PortfolioController : ControllerBase
         }
     }
 
-    /// <summary>
-    /// 获取投资组合列表
-    /// </summary>
-    /// <returns>投资组合列表</returns>
-    /// <remarks>
-    /// 此接口用于获取投资组合列表。
-    /// </remarks>
     [HttpGet]
     public ActionResult<ApiResponse<GetPortfoliosResponse>> GetPortfolios()
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<GetPortfoliosResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation("Request to get portfolios");
             
-            var response = _portfolioService.GetPortfolios();
+            var response = _portfolioService.GetPortfolios(userId);
 
             _logger.LogInformation("Portfolios retrieved successfully");
             
             return Ok(new ApiResponse<GetPortfoliosResponse>
             {
                 code = AssetManager.Models.StatusCodes.Success,
-                data = response,
+                data = new GetPortfoliosResponse { items = response },
                 message = "success"
             });
         }
@@ -98,21 +111,25 @@ public class PortfolioController : ControllerBase
         }
     }
 
-    /// <summary>
-    /// 获取总资产情况
-    /// </summary>
-    /// <returns>总资产情况</returns>
-    /// <remarks>
-    /// 此接口用于获取用户的总资产情况。
-    /// </remarks>
     [HttpGet("assets")]
     public ActionResult<ApiResponse<TotalAssetsResponse>> GetTotalAssets()
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<TotalAssetsResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation("Request to get total assets");
             
-            var response = _portfolioService.GetTotalAssets();
+            var response = _portfolioService.GetTotalAssets(userId);
 
             _logger.LogInformation("Total assets retrieved successfully");
             
@@ -136,22 +153,25 @@ public class PortfolioController : ControllerBase
         }
     }
 
-    /// <summary>
-    /// 获取单个投资组合详情
-    /// </summary>
-    /// <param name="id">投资组合ID</param>
-    /// <returns>投资组合详情</returns>
-    /// <remarks>
-    /// 此接口用于获取指定投资组合的详细信息。
-    /// </remarks>
     [HttpGet("{id}")]
     public ActionResult<ApiResponse<PortfolioDetailResponse>> GetPortfolioById(string id)
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<PortfolioDetailResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation($"Request to get portfolio by id: {id}");
             
-            var response = _portfolioService.GetPortfolioById(id);
+            var response = _portfolioService.GetPortfolioById(id, userId);
 
             _logger.LogInformation("Portfolio retrieved successfully");
             
@@ -175,24 +195,25 @@ public class PortfolioController : ControllerBase
         }
     }
 
-    /// <summary>
-    /// 获取交易记录
-    /// </summary>
-    /// <param name="portfolioId">投资组合ID</param>
-    /// <param name="limit">每页记录数</param>
-    /// <param name="offset">偏移量</param>
-    /// <returns>交易记录列表</returns>
-    /// <remarks>
-    /// 此接口用于获取指定投资组合的交易记录。
-    /// </remarks>
     [HttpGet("transactions")]
     public ActionResult<ApiResponse<GetTransactionsResponse>> GetTransactions([FromQuery] string portfolioId, [FromQuery] int limit = 10, [FromQuery] int offset = 0)
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<GetTransactionsResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation($"Request to get transactions for portfolio: {portfolioId}");
             
-            var response = _portfolioService.GetTransactions(portfolioId, limit, offset);
+            var response = _portfolioService.GetTransactions(portfolioId, userId, limit, offset);
 
             _logger.LogInformation("Transactions retrieved successfully");
             
@@ -216,22 +237,25 @@ public class PortfolioController : ControllerBase
         }
     }
 
-    /// <summary>
-    /// 创建新交易
-    /// </summary>
-    /// <param name="request">交易创建请求参数</param>
-    /// <returns>创建的交易详情</returns>
-    /// <remarks>
-    /// 此接口用于创建新的交易。
-    /// </remarks>
     [HttpPost("transactions")]
     public ActionResult<ApiResponse<CreateTransactionResponse>> CreateTransaction([FromBody] CreateTransactionRequest request)
     {
         try
         {
+            var userId = GetCurrentUserId();
+            if (string.IsNullOrEmpty(userId))
+            {
+                return Unauthorized(new ApiResponse<CreateTransactionResponse>
+                {
+                    code = AssetManager.Models.StatusCodes.Unauthorized,
+                    data = null,
+                    message = "用户未授权"
+                });
+            }
+
             _logger.LogInformation("Request to create transaction");
             
-            var response = _portfolioService.CreateTransaction(request);
+            var response = _portfolioService.CreateTransaction(request, userId);
 
             _logger.LogInformation("Transaction created successfully");
             

AssetManager.Services/IPortfolioService.cs

@@ -4,10 +4,10 @@ namespace AssetManager.Services;
 
 public interface IPortfolioService
 {
-    CreatePortfolioResponse CreatePortfolio(CreatePortfolioRequest request);
+    CreatePortfolioResponse CreatePortfolio(CreatePortfolioRequest request, string userId);
-    PortfolioDetailResponse GetPortfolioById(string id);
+    List<PortfolioListItem> GetPortfolios(string userId);
-    GetTransactionsResponse GetTransactions(string portfolioId, int limit, int offset);
+    TotalAssetsResponse GetTotalAssets(string userId);
-    CreateTransactionResponse CreateTransaction(CreateTransactionRequest request);
+    PortfolioDetailResponse GetPortfolioById(string id, string userId);
-    GetPortfoliosResponse GetPortfolios();
+    GetTransactionsResponse GetTransactions(string portfolioId, string userId, int limit, int offset);
-    TotalAssetsResponse GetTotalAssets();
+    CreateTransactionResponse CreateTransaction(CreateTransactionRequest request, string userId);
 }

AssetManager.Services/IStrategyService.cs

@@ -0,0 +1,13 @@
+using AssetManager.Data;
+using AssetManager.Models.DTOs;
+
+namespace AssetManager.Services;
+
+public interface IStrategyService
+{
+    Strategy CreateStrategy(CreateStrategyRequest request, string userId);
+    List<Strategy> GetStrategies(string userId);
+    Strategy GetStrategyById(string id, string userId);
+    Strategy UpdateStrategy(string id, UpdateStrategyRequest request, string userId);
+    bool DeleteStrategy(string id, string userId);
+}

AssetManager.Services/PortfolioService.cs

@@ -1,180 +1,330 @@
+using AssetManager.Data;
 using AssetManager.Models.DTOs;
+using SqlSugar;
 
 namespace AssetManager.Services;
 
 public class PortfolioService : IPortfolioService
 {
-    public CreatePortfolioResponse CreatePortfolio(CreatePortfolioRequest request)
+    private readonly ISqlSugarClient _db;
+
+    public PortfolioService(ISqlSugarClient db)
     {
-        // 模拟创建投资组合
+        _db = db;
+    }
+
+    public CreatePortfolioResponse CreatePortfolio(CreatePortfolioRequest request, string userId)
+    {
+        var portfolio = new Portfolio
+        {
+            Id = "port-" + Guid.NewGuid().ToString().Substring(0, 8),
+            UserId = userId,
+            StrategyId = request.strategyId,
+            Name = request.name,
+            Currency = request.currency,
+            TotalValue = (decimal)request.stocks.Sum(s => s.price * s.amount),
+            ReturnRate = 0,
+            Status = "运行中",
+            CreatedAt = DateTime.Now,
+            UpdatedAt = DateTime.Now
+        };
+
+        _db.Insertable(portfolio).ExecuteCommand();
+
+        // 创建初始持仓
+        foreach (var stock in request.stocks)
+        {
+            var position = new Position
+            {
+                Id = "pos-" + Guid.NewGuid().ToString().Substring(0, 8),
+                PortfolioId = portfolio.Id,
+                StockCode = stock.code,
+                StockName = stock.name,
+                AssetType = "Stock",
+                Shares = (decimal)stock.amount,
+                AvgPrice = (decimal)stock.price,
+                Currency = request.currency,
+                CreatedAt = DateTime.Now,
+                UpdatedAt = DateTime.Now
+            };
+
+            _db.Insertable(position).ExecuteCommand();
+
+            // 创建交易记录
+            var transaction = new Transaction
+            {
+                Id = "trans-" + Guid.NewGuid().ToString().Substring(0, 8),
+                PortfolioId = portfolio.Id,
+                Type = "buy",
+                StockCode = stock.code,
+                AssetType = "Stock",
+                Title = "初始建仓",
+                Amount = (decimal)stock.amount,
+                Price = (decimal)stock.price,
+                TotalAmount = (decimal)(stock.price * stock.amount),
+                Currency = request.currency,
+                Status = "completed",
+                Remark = "初始建仓",
+                TransactionTime = DateTime.Now,
+                CreatedAt = DateTime.Now
+            };
+
+            _db.Insertable(transaction).ExecuteCommand();
+        }
+
         return new CreatePortfolioResponse
         {
-            id = "port-" + Guid.NewGuid().ToString().Substring(0, 8),
+            id = portfolio.Id,
-            totalValue = request.stocks.Sum(s => s.price * s.amount),
+            totalValue = (double)portfolio.TotalValue,
             returnRate = 0,
-            currency = request.currency,
+            currency = portfolio.Currency,
-            createdAt = DateTime.Now.ToString("yyyy-MM-dd HH:mm:ss")
+            createdAt = portfolio.CreatedAt.ToString("yyyy-MM-dd HH:mm:ss")
         };
     }
 
-    public PortfolioDetailResponse GetPortfolioById(string id)
+    public List<PortfolioListItem> GetPortfolios(string userId)
     {
-        // 模拟获取投资组合详情
+        var portfolios = _db.Queryable<Portfolio>()
+            .Where(p => p.UserId == userId)
+            .ToList();
+
+        return portfolios.Select(p => new PortfolioListItem
+        {
+            id = p.Id,
+            name = p.Name,
+            tags = $"{p.Status} · {p.Currency}",
+            status = p.Status,
+            statusType = p.Status == "运行中" ? "green" : "gray",
+            iconChar = p.Name.Substring(0, 1).ToUpper(),
+            iconBgClass = "bg-blue-100",
+            iconTextClass = "text-blue-700",
+            value = (double)p.TotalValue,
+            currency = p.Currency,
+            returnRate = (double)p.ReturnRate,
+            returnType = p.ReturnRate >= 0 ? "positive" : "negative"
+        }).ToList();
+    }
+
+    public TotalAssetsResponse GetTotalAssets(string userId)
+    {
+        var totalValue = _db.Queryable<Portfolio>()
+            .Where(p => p.UserId == userId)
+            .Sum(p => p.TotalValue);
+
+        // 这里简化处理，实际应该计算今日盈亏和总收益率
+        return new TotalAssetsResponse
+        {
+            totalValue = (double)totalValue,
+            currency = "CNY", // 假设统一转换为CNY
+            todayProfit = 0,
+            todayProfitCurrency = "CNY",
+            totalReturnRate = 0
+        };
+    }
+
+    public PortfolioDetailResponse GetPortfolioById(string id, string userId)
+    {
+        var portfolio = _db.Queryable<Portfolio>()
+            .Where(p => p.Id == id && p.UserId == userId)
+            .First();
+
+        if (portfolio == null)
+        {
+            throw new Exception("Portfolio not found or access denied");
+        }
+
+        var positions = _db.Queryable<Position>()
+            .Where(pos => pos.PortfolioId == id)
+            .ToList();
+
+        var transactions = _db.Queryable<Transaction>()
+            .Where(t => t.PortfolioId == id)
+            .OrderByDescending(t => t.TransactionTime)
+            .Take(5)
+            .ToList();
+
         return new PortfolioDetailResponse
         {
-            id = id,
+            id = portfolio.Id,
-            name = "我的投资组合",
+            name = portfolio.Name,
-            currency = "CNY",
+            currency = portfolio.Currency,
             strategy = new StrategyInfo
             {
-                id = "hfea",
+                id = portfolio.StrategyId,
-                name = "HFEA 风险平价策略",
+                name = "策略名称", // 实际应该从策略表获取
-                description = "高风险高收益策略"
+                description = "策略描述"
             },
-            portfolioValue = 125000,
+            portfolioValue = (double)portfolio.TotalValue,
-            totalReturn = 12500,
+            totalReturn = (double)(portfolio.TotalValue * portfolio.ReturnRate),
-            todayProfit = 2500,
+            todayProfit = 0,
-            todayProfitCurrency = "CNY",
+            todayProfitCurrency = portfolio.Currency,
-            positions = new List<PositionItem>
+            positions = positions.Select(pos => new PositionItem
             {
-                new PositionItem
+                id = pos.Id,
-                {
+                stockCode = pos.StockCode,
-                    id = "pos-001",
+                stockName = pos.StockName,
-                    stockCode = "UPRO",
+                amount = (int)pos.Shares,
-                    stockName = "标普500三倍杠杆ETF",
+                averagePrice = (double)pos.AvgPrice,
-                    amount = 100,
+                currentPrice = (double)pos.AvgPrice, // 实际应该从市场数据获取
-                    averagePrice = 50,
+                totalValue = (double)(pos.Shares * pos.AvgPrice),
-                    currentPrice = 55,
+                profit = 0,
-                    totalValue = 5500,
+                profitRate = 0,
-                    profit = 500,
+                currency = pos.Currency
-                    profitRate = 10,
+            }).ToList(),
-                    currency = "USD"
+            transactions = transactions.Select(t => new TransactionItem
-                }
-            },
-            transactions = new List<TransactionItem>
             {
-                new TransactionItem
+                id = t.Id,
-                {
+                portfolioId = t.PortfolioId,
-                    id = "trans-001",
+                date = t.TransactionTime.ToString("yyyy-MM-dd"),
-                    portfolioId = id,
+                time = t.TransactionTime.ToString("HH:mm:ss"),
-                    date = "2026-02-24",
+                type = t.Type,
-                    time = "14:30:00",
+                title = t.Title,
-                    type = "buy",
+                amount = (double)t.TotalAmount,
-                    title = "购买 UPRO",
+                currency = t.Currency,
-                    amount = 5000,
+                status = t.Status,
-                    currency = "USD",
+                remark = t.Remark
-                    status = "completed",
+            }).ToList()
-                    remark = "初始建仓"
-                }
-            }
         };
     }
 
-    public GetTransactionsResponse GetTransactions(string portfolioId, int limit, int offset)
+    public GetTransactionsResponse GetTransactions(string portfolioId, string userId, int limit, int offset)
     {
-        // 模拟获取交易记录
+        // 验证投资组合是否属于该用户
+        var portfolio = _db.Queryable<Portfolio>()
+            .Where(p => p.Id == portfolioId && p.UserId == userId)
+            .First();
+
+        if (portfolio == null)
+        {
+            throw new Exception("Portfolio not found or access denied");
+        }
+
+        var transactions = _db.Queryable<Transaction>()
+            .Where(t => t.PortfolioId == portfolioId)
+            .OrderByDescending(t => t.TransactionTime)
+            .Skip(offset)
+            .Take(limit)
+            .ToList();
+
+        var total = _db.Queryable<Transaction>()
+            .Where(t => t.PortfolioId == portfolioId)
+            .Count();
+
         return new GetTransactionsResponse
         {
-            items = new List<TransactionItem>
+            items = transactions.Select(t => new TransactionItem
             {
-                new TransactionItem
+                id = t.Id,
-                {
+                portfolioId = t.PortfolioId,
-                    id = "trans-001",
+                date = t.TransactionTime.ToString("yyyy-MM-dd"),
-                    portfolioId = portfolioId,
+                time = t.TransactionTime.ToString("HH:mm:ss"),
-                    date = "2026-02-24",
+                type = t.Type,
-                    time = "14:30:00",
+                title = t.Title,
-                    type = "buy",
+                amount = (double)t.TotalAmount,
-                    title = "购买 UPRO",
+                currency = t.Currency,
-                    amount = 5000,
+                status = t.Status,
-                    currency = "USD",
+                remark = t.Remark
-                    status = "completed",
+            }).ToList(),
-                    remark = "初始建仓"
+            total = total,
-                }
-            },
-            total = 1,
             page = offset / limit + 1,
             pageSize = limit
         };
     }
 
-    public CreateTransactionResponse CreateTransaction(CreateTransactionRequest request)
+    public CreateTransactionResponse CreateTransaction(CreateTransactionRequest request, string userId)
     {
-        // 模拟执行交易
+        // 验证投资组合是否属于该用户
-        return new CreateTransactionResponse
+        var portfolio = _db.Queryable<Portfolio>()
-        {
+            .Where(p => p.Id == request.portfolioId && p.UserId == userId)
-            id = "trans-" + Guid.NewGuid().ToString().Substring(0, 8),
+            .First();
-            totalAmount = request.price * request.amount,
-            status = "processing",
-            createdAt = DateTime.Now.ToString("yyyy-MM-dd HH:mm:ss")
-        };
-    }
 
-    public GetPortfoliosResponse GetPortfolios()
+        if (portfolio == null)
-    {
-        // 模拟获取投资组合列表
-        return new GetPortfoliosResponse
         {
-            items = new List<PortfolioListItem>
+            throw new Exception("Portfolio not found or access denied");
+        }
+
+        var transaction = new Transaction
+        {
+            Id = "trans-" + Guid.NewGuid().ToString().Substring(0, 8),
+            PortfolioId = request.portfolioId,
+            Type = request.type,
+            StockCode = request.stockCode,
+            AssetType = "Stock",
+            Title = request.remark ?? "交易",
+            Amount = (decimal)request.amount,
+            Price = (decimal)request.price,
+            TotalAmount = (decimal)(request.price * request.amount),
+            Currency = request.currency,
+            Status = "processing",
+            Remark = request.remark,
+            TransactionTime = DateTime.Now,
+            CreatedAt = DateTime.Now
+        };
+
+        _db.Insertable(transaction).ExecuteCommand();
+
+        // 更新持仓
+        var position = _db.Queryable<Position>()
+            .Where(pos => pos.PortfolioId == request.portfolioId && pos.StockCode == request.stockCode)
+            .First();
+
+        if (position != null)
+        {
+            if (request.type == "buy")
             {
-                new PortfolioListItem
+                // 计算新的平均价格
+                var newTotalShares = position.Shares + (decimal)request.amount;
+                var newTotalCost = (position.Shares * position.AvgPrice) + ((decimal)request.amount * (decimal)request.price);
+                position.AvgPrice = newTotalCost / newTotalShares;
+                position.Shares = newTotalShares;
+            }
+            else if (request.type == "sell")
+            {
+                position.Shares -= (decimal)request.amount;
+                if (position.Shares <= 0)
                 {
-                    id = "hfea-001",
+                    _db.Deleteable(position).ExecuteCommand();
-                    name = "美股全天候杠杆",
+                }
-                    tags = "HFEA · 季度调仓",
+                else
-                    status = "监控中",
-                    statusType = "green",
-                    iconChar = "H",
-                    iconBgClass = "bg-green-100",
-                    iconTextClass = "text-green-700",
-                    value = 156240,
-                    currency = "USD",
-                    returnRate = 42.82,
-                    returnType = "positive"
-                },
-                new PortfolioListItem
                 {
-                    id = "ma-002",
+                    _db.Updateable(position).ExecuteCommand();
-                    name = "纳指双均线趋势",
-                    tags = "趋势跟踪 · 日线",
-                    status = "等待信号",
-                    statusType = "gray",
-                    iconChar = "T",
-                    iconBgClass = "bg-blue-100",
-                    iconTextClass = "text-blue-700",
-                    value = 412500,
-                    currency = "USD",
-                    returnRate = -1.79,
-                    returnType = "negative"
-                },
-                new PortfolioListItem
-                {
-                    id = "hk-003",
-                    name = "港股价值投资",
-                    tags = "价值投资 · 蓝筹",
-                    status = "持有中",
-                    statusType = "green",
-                    iconChar = "H",
-                    iconBgClass = "bg-green-100",
-                    iconTextClass = "text-green-700",
-                    value = 896000,
-                    currency = "HKD",
-                    returnRate = 12.56,
-                    returnType = "positive"
                 }
             }
-        };
+        }
-    }
+        else if (request.type == "buy")
-
-    public TotalAssetsResponse GetTotalAssets()
-    {
-        // 模拟获取总资产情况
-        return new TotalAssetsResponse
         {
-            totalValue = 1284592.4,
+            // 创建新持仓
-            currency = "CNY",
+            position = new Position
-            todayProfit = 12482,
+            {
-            todayProfitCurrency = "CNY",
+                Id = "pos-" + Guid.NewGuid().ToString().Substring(0, 8),
-            totalReturnRate = 24.82
+                PortfolioId = request.portfolioId,
+                StockCode = request.stockCode,
+                StockName = request.remark ?? request.stockCode,
+                AssetType = "Stock",
+                Shares = (decimal)request.amount,
+                AvgPrice = (decimal)request.price,
+                Currency = request.currency,
+                CreatedAt = DateTime.Now,
+                UpdatedAt = DateTime.Now
+            };
+            _db.Insertable(position).ExecuteCommand();
+        }
+
+        // 更新投资组合总价值
+        var totalValue = _db.Queryable<Position>()
+            .Where(pos => pos.PortfolioId == request.portfolioId)
+            .Sum(pos => pos.Shares * pos.AvgPrice);
+
+        portfolio.TotalValue = totalValue;
+        portfolio.UpdatedAt = DateTime.Now;
+        _db.Updateable(portfolio).ExecuteCommand();
+
+        return new CreateTransactionResponse
+        {
+            id = transaction.Id,
+            totalAmount = (double)transaction.TotalAmount,
+            status = transaction.Status,
+            createdAt = transaction.CreatedAt.ToString("yyyy-MM-dd HH:mm:ss")
         };
     }
 }

AssetManager.Services/StrategyService.cs

@@ -4,15 +4,6 @@ using SqlSugar;
 
 namespace AssetManager.Services;
 
-public interface IStrategyService
-{
-    Strategy CreateStrategy(CreateStrategyRequest request, string userId);
-    List<Strategy> GetStrategies(string userId);
-    Strategy GetStrategyById(string id, string userId);
-    Strategy UpdateStrategy(string id, UpdateStrategyRequest request, string userId);
-    bool DeleteStrategy(string id, string userId);
-}
-
 public class StrategyService : IStrategyService
 {
     private readonly ISqlSugarClient _db;

README.md

@@ -141,3 +141,320 @@ AssetManager
   "Status": "created"
 }
 ```
+
+## 💼 投资组合 API (Portfolio API)
+
+### 1. 创建投资组合
+
+**请求 URL**: `POST /api/v1/portfolio`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+Content-Type: application/json
+```
+
+**请求体示例**:
+
+```json
+{
+  "name": "我的投资组合",
+  "strategyId": "strategy-123",
+  "currency": "USD",
+  "stocks": [
+    {
+      "name": "Apple Inc.",
+      "code": "AAPL",
+      "price": 150.50,
+      "amount": 100,
+      "date": "2024-01-01",
+      "currency": "USD"
+    },
+    {
+      "name": "Microsoft Corp.",
+      "code": "MSFT",
+      "price": 300.25,
+      "amount": 50,
+      "date": "2024-01-01",
+      "currency": "USD"
+    }
+  ]
+}
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "id": "port-abc12345",
+    "totalValue": 30075.00,
+    "returnRate": 0.0,
+    "currency": "USD",
+    "createdAt": "2024-01-01 10:30:00"
+  },
+  "message": "success"
+}
+```
+
+### 2. 获取投资组合列表
+
+**请求 URL**: `GET /api/v1/portfolio`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "items": [
+      {
+        "id": "port-abc12345",
+        "name": "我的投资组合",
+        "tags": "科技股",
+        "status": "运行中",
+        "statusType": "active",
+        "iconChar": "P",
+        "iconBgClass": "bg-blue-500",
+        "iconTextClass": "text-white",
+        "value": 30075.00,
+        "currency": "USD",
+        "returnRate": 0.15,
+        "returnType": "positive"
+      },
+      {
+        "id": "port-def67890",
+        "name": "保守组合",
+        "tags": "债券",
+        "status": "运行中",
+        "statusType": "active",
+        "iconChar": "C",
+        "iconBgClass": "bg-green-500",
+        "iconTextClass": "text-white",
+        "value": 50000.00,
+        "currency": "USD",
+        "returnRate": 0.08,
+        "returnType": "positive"
+      }
+    ]
+  },
+  "message": "success"
+}
+```
+
+### 3. 获取总资产情况
+
+**请求 URL**: `GET /api/v1/portfolio/assets`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "totalValue": 80075.00,
+    "currency": "USD",
+    "todayProfit": 1250.50,
+    "todayProfitCurrency": "USD",
+    "totalReturnRate": 0.12
+  },
+  "message": "success"
+}
+```
+
+### 4. 获取单个投资组合详情
+
+**请求 URL**: `GET /api/v1/portfolio/{id}`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "id": "port-abc12345",
+    "name": "我的投资组合",
+    "currency": "USD",
+    "strategy": {
+      "id": "strategy-123",
+      "name": "双均线策略",
+      "description": "基于短期和长期移动平均线的趋势跟踪策略"
+    },
+    "portfolioValue": 30075.00,
+    "totalReturn": 0.15,
+    "todayProfit": 1250.50,
+    "todayProfitCurrency": "USD",
+    "positions": [
+      {
+        "id": "pos-xyz12345",
+        "stockCode": "AAPL",
+        "stockName": "Apple Inc.",
+        "amount": 100,
+        "averagePrice": 150.50,
+        "currentPrice": 155.00,
+        "totalValue": 15500.00,
+        "profit": 450.00,
+        "profitRate": 0.03,
+        "currency": "USD"
+      },
+      {
+        "id": "pos-xyz67890",
+        "stockCode": "MSFT",
+        "stockName": "Microsoft Corp.",
+        "amount": 50,
+        "averagePrice": 300.25,
+        "currentPrice": 291.50,
+        "totalValue": 14575.00,
+        "profit": -437.50,
+        "profitRate": -0.03,
+        "currency": "USD"
+      }
+    ],
+    "transactions": [
+      {
+        "id": "trans-abc12345",
+        "portfolioId": "port-abc12345",
+        "date": "2024-01-01",
+        "time": "10:30:00",
+        "type": "buy",
+        "title": "初始建仓",
+        "amount": 100,
+        "currency": "USD",
+        "status": "completed",
+        "remark": "初始建仓"
+      }
+    ]
+  },
+  "message": "success"
+}
+```
+
+### 5. 获取交易记录
+
+**请求 URL**: `GET /api/v1/portfolio/transactions`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+```
+
+**查询参数**:
+- `portfolioId` (必填): 投资组合ID
+- `limit` (可选): 每页记录数，默认 10
+- `offset` (可选): 偏移量，默认 0
+
+**请求示例**:
+```
+GET /api/v1/portfolio/transactions?portfolioId=port-abc12345&limit=10&offset=0
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "items": [
+      {
+        "id": "trans-abc12345",
+        "portfolioId": "port-abc12345",
+        "date": "2024-01-15",
+        "time": "14:30:00",
+        "type": "buy",
+        "title": "买入AAPL",
+        "amount": 50,
+        "currency": "USD",
+        "status": "completed",
+        "remark": "加仓"
+      },
+      {
+        "id": "trans-def67890",
+        "portfolioId": "port-abc12345",
+        "date": "2024-01-10",
+        "time": "10:15:00",
+        "type": "sell",
+        "title": "卖出MSFT",
+        "amount": 25,
+        "currency": "USD",
+        "status": "completed",
+        "remark": "减仓"
+      }
+    ],
+    "total": 25,
+    "page": 1,
+    "pageSize": 10
+  },
+  "message": "success"
+}
+```
+
+### 6. 创建交易
+
+**请求 URL**: `POST /api/v1/portfolio/transactions`
+
+**请求头**:
+```
+Authorization: Bearer {token}
+Content-Type: application/json
+```
+
+**请求体示例**:
+
+```json
+{
+  "portfolioId": "port-abc12345",
+  "type": "buy",
+  "stockCode": "AAPL",
+  "amount": 50,
+  "price": 155.00,
+  "currency": "USD",
+  "remark": "加仓"
+}
+```
+
+**响应示例**:
+
+```json
+{
+  "code": 200,
+  "data": {
+    "id": "trans-xyz12345",
+    "totalAmount": 7750.00,
+    "status": "processing",
+    "createdAt": "2024-01-15 14:30:00"
+  },
+  "message": "success"
+}
+```
+
+### 错误响应格式
+
+所有接口在发生错误时都会返回统一的错误格式：
+
+```json
+{
+  "code": 401,
+  "data": null,
+  "message": "用户未授权"
+}
+```
+
+**常见错误码**:
+- `401`: 用户未授权
+- `500`: 服务器内部错误