P. Maxwell Ward - InvestmentPerformanceWebApi Exercise

.gitignore

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+###############################################################################
+# OS / Editor
+###############################################################################
+# macOS
+.DS_Store
+.AppleDouble
+.LSOverride
+
+# Windows
+Thumbs.db
+ehthumbs.db
+Desktop.ini
+
+# VS Code (keep shareable settings if you want; ignore local state)
+.vscode/*
+!.vscode/extensions.json
+!.vscode/settings.json
+!.vscode/launch.json
+!.vscode/tasks.json
+
+# Rider / IntelliJ
+.idea/
+*.iml
+
+# Visual Studio
+.vs/
+
+###############################################################################
+# .NET / ASP.NET Core
+###############################################################################
+bin/
+obj/
+# User secrets (do NOT commit secrets.json from user profile)
+**/secrets.json
+
+# Logs
+**/logs/
+*.log
+
+# Local environment overrides
+appsettings.*.local.json
+appsettings.Local.json
+appsettings.Development.local.json
+
+# If using SQLite locally, ignore local DB files
+*.db
+*.db-shm
+*.db-wal
+
+# Publish output
+**/publish/
+**/PublishProfiles/
+
+# Build artifacts
+*.user
+*.suo
+*.cache
+*.pdb
+
+###############################################################################
+# Node / Vue 3 (Vite)
+###############################################################################
+# Dependencies
+**/node_modules/
+
+# Dist builds (Vite)
+**/dist/
+**/dist-ssr/
+**/.vite/
+
+# Test coverage / reports
+**/coverage/
+**/.nyc_output/
+**/reports/
+
+# Logs
+**/npm-debug.log*
+**/yarn-debug.log*
+**/yarn-error.log*
+**/pnpm-debug.log*
+
+# Env files (keep base .env if you use non-secret defaults)
+**/.env
+**/.env.local
+**/.env.*.local
+# Optional: keep these if you want environments tracked without secrets
+# !client/.env.example
+# !server/.env.example
+
+# Cache
+**/.cache/
+**/.eslintcache
+**/.stylelintcache
+
+###############################################################################
+# Images / Temp / Misc
+###############################################################################
+*.tmp
+*.temp
+*.swp
+*.swo
+
+###############################################################################
+# KEEP THESE TRACKED (documentation)
+###############################################################################
+!README.md
+!LICENSE

InvestmentPerformanceWebAPI.Server/CHANGELOG.md

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+This file explains how Visual Studio created the project.
+
+The following steps were used to generate this project:
+- Create new ASP\.NET Core Web API project.
+- Update project file to add a reference to the frontend project and set SPA properties.
+- Update `launchSettings.json` to register the SPA proxy as a startup assembly.
+- Add project to the startup projects list.
+- Write this file.

InvestmentPerformanceWebAPI.Server/Controllers/InvestmentsController.cs

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+using InvestmentPerformanceWebAPI.Server.Services;  
+using InvestmentPerformanceWebAPI.Server.DTOs;     
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.Extensions.DependencyInjection;
+
+namespace InvestmentPerformanceWebAPI.Server.Controllers {
+    [ApiController]
+    [Route("api/users/{userId:int}/investments")]
+    public sealed class InvestmentsController : ControllerBase {
+        private readonly IInvestmentQueryService _service;
+
+        public InvestmentsController(IInvestmentQueryService service) {
+            _service = service;
+        }
+
+        // GET: /api/users/{userId}/investments
+        [HttpGet]
+        public async Task<ActionResult<IReadOnlyList<InvestmentListItemDto>>> GetInvestments(
+            [FromRoute] int userId,
+            CancellationToken ct) {
+            IReadOnlyList<InvestmentListItemDto> list = await _service.GetInvestmentsForUserAsync(userId, ct);
+            return Ok(list);
+        }
+
+        // GET: /api/users/{userId}/investments/{investmentId}
+        [HttpGet("{investmentId:int}")]
+        public async Task<ActionResult<InvestmentDetailsDto>> GetInvestmentDetails(
+            [FromRoute] int userId,
+            [FromRoute] int investmentId,
+            CancellationToken ct) {
+            InvestmentDetailsDto? dto = await _service.GetInvestmentDetailsAsync(userId, investmentId, ct);
+            if (dto is null) {
+                return NotFound();
+            }
+
+            return Ok(dto);
+        }
+    }
+}

InvestmentPerformanceWebAPI.Server/Controllers/UsersController.cs

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+using InvestmentPerformanceWebAPI.Server.Database.Repository;
+using InvestmentPerformanceWebAPI.Server.DTOs;
+using Microsoft.AspNetCore.Mvc;
+
+namespace InvestmentPerformanceWebAPI.Server.Controllers {
+    [ApiController]
+    [Route("api/users")]
+    public sealed class UsersController : ControllerBase {
+        private readonly IUserRepository _users;
+
+        public UsersController(IUserRepository users) {
+            _users = users;
+        }
+
+        // GET: /api/users
+        [HttpGet]
+        public async Task<ActionResult<IReadOnlyList<UserDto>>> GetAll(CancellationToken ct) {
+            var list = await _users.GetAllAsync(ct);
+            var dtos = list
+                .Select(u => new UserDto {
+                    Id = u.Id,
+                    Name = u.Name
+                })
+                .ToList();
+
+            return Ok(dtos);
+        }
+
+        // GET: /api/users/{id}
+        [HttpGet("{id:int}")]
+        public async Task<ActionResult<UserDto>> GetById([FromRoute] int id, CancellationToken ct) {
+            var user = await _users.GetByIdAsync(id, ct);
+            if (user is null) {
+                return NotFound();
+            }
+
+            return Ok(new UserDto {
+                Id = user.Id,
+                Name = user.Name
+            });
+        }
+    }
+}

InvestmentPerformanceWebAPI.Server/DTOs/InvestmentDetailsDto.cs

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+// DTOs/InvestmentDetailsDto.cs
+namespace InvestmentPerformanceWebAPI.Server.DTOs {
+    public sealed class InvestmentDetailsDto {
+        public int InvestmentId { get; set; }
+
+        public string Name { get; set; } = string.Empty;        
+
+        public decimal NumberOfShares { get; set; }
+
+        public decimal CostBasisPerShare { get; set; }
+
+        public decimal CurrentPrice { get; set; }
+
+        public decimal CurrentValue { get; set; }
+
+        public string Term { get; set; } = string.Empty; // "ShortTerm" or "LongTerm"
+
+        public decimal TotalGainLoss { get; set; }
+    }
+}

InvestmentPerformanceWebAPI.Server/DTOs/InvestmentListItemDto.cs

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+namespace InvestmentPerformanceWebAPI.Server.DTOs {
+    public sealed class InvestmentListItemDto {
+        public int InvestmentId { get; set; }
+
+        public string Name { get; set; } = string.Empty;
+    }
+}

InvestmentPerformanceWebAPI.Server/DTOs/UserDto.cs

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+namespace InvestmentPerformanceWebAPI.Server.DTOs {
+    public sealed class UserDto {
+        public int Id { get; set; }
+
+        public string Name { get; set; } = string.Empty;
+    }
+}

InvestmentPerformanceWebAPI.Server/Database/Context/AppDbContext.cs

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+using InvestmentPerformanceWebAPI.Server.Database.Models;
+using Microsoft.EntityFrameworkCore;
+
+namespace InvestmentPerformanceWebAPI.Server.Database.Context {
+    public sealed class AppDbContext : DbContext {
+        public AppDbContext(DbContextOptions<AppDbContext> options)
+            : base(options) {
+        }
+        public DbSet<Investment> Investments {
+            get { return Set<Investment>(); }
+        }
+
+        public DbSet<User> Users {
+            get { return Set<User>(); }
+        }
+
+        public DbSet<Transaction> Transactions {
+            get { return Set<Transaction>(); }
+        }
+
+        protected override void OnModelCreating(ModelBuilder modelBuilder) {
+            modelBuilder.Entity<User>(b => {
+
+                // Seed users
+                b.HasData(
+                    new User {
+                        Id = 1,
+                        Name = "Alice"
+                    },
+                    new User {
+                        Id = 2,
+                        Name = "Bob"
+                    }
+                );
+            });
+
+            // Investments seed (so InvestmentId in Transactions is valid)
+            modelBuilder.Entity<Investment>(b =>
+            {
+                b.HasData(
+                    // Alice's investments
+                    new Investment {
+                        Id = 1,
+                        UserId = 1,
+                        Name = "ACME"
+                    },
+                    new Investment {
+                        Id = 2,
+                        UserId = 1,
+                        Name = "BETA"
+                    },
+
+                    // Bob's investments
+                    new Investment {
+                        Id = 3,
+                        UserId = 2,
+                        Name = "BETA"
+                    }
+                );
+            });
+
+            modelBuilder.Entity<Transaction>(b =>
+            {
+                b.HasData(
+                    // --- Alice (UserId = 1) ---
+                    new Transaction {
+                        Id = 1,
+                        UserId = 1,
+                        InvestmentId = 1,                           // ACME (Alice)
+                        Type = TransactionType.Buy,
+                        NumberOfShares = (decimal)10.00,
+                        PricePerShare = (decimal)100.00,
+                        ExecutedAtUtc = new DateTime(2024, 01, 15, 10, 00, 00, DateTimeKind.Utc)
+                    },
+                    // Same investment bought/sold at different prices
+                    new Transaction {
+                        Id = 2,
+                        UserId = 1,
+                        InvestmentId = 1,                           // ACME (Alice)
+                        Type = TransactionType.Sell,
+                        NumberOfShares = (decimal)3.00,
+                        PricePerShare = (decimal)120.00,
+                        ExecutedAtUtc = new DateTime(2024, 12, 01, 15, 30, 00, DateTimeKind.Utc)
+                    },
+                    new Transaction {
+                        Id = 3,
+                        UserId = 1,
+                        InvestmentId = 1,                           // ACME (Alice)
+                        Type = TransactionType.Buy,
+                        NumberOfShares = (decimal)5.00,
+                        PricePerShare = (decimal)110.00,
+                        ExecutedAtUtc = new DateTime(2025, 03, 10, 09, 00, 00, DateTimeKind.Utc)
+                    },
+
+                    new Transaction {
+                        Id = 4,
+                        UserId = 1,
+                        InvestmentId = 2,                           // BETA (Alice)
+                        Type = TransactionType.Buy,
+                        NumberOfShares = (decimal)8.00,
+                        PricePerShare = (decimal)40.00,
+                        ExecutedAtUtc = new DateTime(2025, 05, 20, 14, 30, 00, DateTimeKind.Utc)
+                    },
+
+                    // --- Bob (UserId = 2) ---
+                    new Transaction {
+                        Id = 5,
+                        UserId = 2,
+                        InvestmentId = 3,                           // BETA (Bob)
+                        Type = TransactionType.Buy,
+                        NumberOfShares = (decimal)20.00,
+                        PricePerShare = (decimal)45.00,
+                        ExecutedAtUtc = new DateTime(2025, 02, 20, 14, 00, 00, DateTimeKind.Utc)
+                    },
+                    // Same investment again at different price
+                    new Transaction {
+                        Id = 6,
+                        UserId = 2,
+                        InvestmentId = 3,                           // BETA (Bob)
+                        Type = TransactionType.Buy,
+                        NumberOfShares = (decimal)10.00,
+                        PricePerShare = (decimal)50.00,
+                        ExecutedAtUtc = new DateTime(2025, 06, 01, 16, 45, 00, DateTimeKind.Utc)
+                    },
+                    // Partial sell
+                    new Transaction {
+                        Id = 7,
+                        UserId = 2,
+                        InvestmentId = 3,                           // BETA (Bob)
+                        Type = TransactionType.Sell,
+                        NumberOfShares = (decimal)5.00,
+                        PricePerShare = (decimal)55.00,
+                        ExecutedAtUtc = new DateTime(2025, 08, 15, 13, 15, 00, DateTimeKind.Utc)
+                    }
+                );
+            });
+
+        }
+    }
+}

InvestmentPerformanceWebAPI.Server/Database/Models/Investment.cs

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+using System.ComponentModel.DataAnnotations;
+
+namespace InvestmentPerformanceWebAPI.Server.Database.Models {
+    public sealed class Investment {
+        public int Id { get; set; }
+
+        public int UserId { get; set; }
+
+        public User User { get; set; } = null!;
+
+        [Required]
+        [MaxLength(64)]
+        public string Name { get; set; } = string.Empty;
+    }
+}