A previous `git pull --rebase origin main` dropped 177 local commits,
losing 3400+ files across admin-v2, backend, studio-v2, website,
klausur-service, and many other services. The partial restore attempt
(660295e2) only recovered some files.
This commit restores all missing files from pre-rebase ref 98933f5e
while preserving post-rebase additions (night-scheduler, night-mode UI,
NightModeWidget dashboard integration).
Restored features include:
- AI Module Sidebar (FAB), OCR Labeling, OCR Compare
- GPU Dashboard, RAG Pipeline, Magic Help
- Klausur-Korrektur (8 files), Abitur-Archiv (5+ files)
- Companion, Zeugnisse-Crawler, Screen Flow
- Full backend, studio-v2, website, klausur-service
- All compliance SDKs, agent-core, voice-service
- CI/CD configs, documentation, scripts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
819 lines
23 KiB
Go
819 lines
23 KiB
Go
package portfolio
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import (
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"context"
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"encoding/json"
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"fmt"
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"time"
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"github.com/google/uuid"
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"github.com/jackc/pgx/v5"
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"github.com/jackc/pgx/v5/pgxpool"
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)
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// Store handles portfolio data persistence
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type Store struct {
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pool *pgxpool.Pool
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}
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// NewStore creates a new portfolio store
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func NewStore(pool *pgxpool.Pool) *Store {
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return &Store{pool: pool}
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}
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// ============================================================================
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// Portfolio CRUD Operations
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// ============================================================================
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// CreatePortfolio creates a new portfolio
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func (s *Store) CreatePortfolio(ctx context.Context, p *Portfolio) error {
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p.ID = uuid.New()
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p.CreatedAt = time.Now().UTC()
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p.UpdatedAt = p.CreatedAt
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if p.Status == "" {
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p.Status = PortfolioStatusDraft
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}
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settings, _ := json.Marshal(p.Settings)
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_, err := s.pool.Exec(ctx, `
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INSERT INTO portfolios (
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id, tenant_id, namespace_id,
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name, description, status,
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department, business_unit, owner, owner_email,
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total_assessments, total_roadmaps, total_workshops,
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avg_risk_score, high_risk_count, conditional_count, approved_count,
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compliance_score, settings,
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created_at, updated_at, created_by, approved_at, approved_by
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) VALUES (
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$1, $2, $3,
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$4, $5, $6,
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$7, $8, $9, $10,
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$11, $12, $13,
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$14, $15, $16, $17,
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$18, $19,
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$20, $21, $22, $23, $24
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)
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`,
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p.ID, p.TenantID, p.NamespaceID,
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p.Name, p.Description, string(p.Status),
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p.Department, p.BusinessUnit, p.Owner, p.OwnerEmail,
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p.TotalAssessments, p.TotalRoadmaps, p.TotalWorkshops,
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p.AvgRiskScore, p.HighRiskCount, p.ConditionalCount, p.ApprovedCount,
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p.ComplianceScore, settings,
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p.CreatedAt, p.UpdatedAt, p.CreatedBy, p.ApprovedAt, p.ApprovedBy,
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)
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return err
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}
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// GetPortfolio retrieves a portfolio by ID
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func (s *Store) GetPortfolio(ctx context.Context, id uuid.UUID) (*Portfolio, error) {
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var p Portfolio
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var status string
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var settings []byte
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err := s.pool.QueryRow(ctx, `
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SELECT
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id, tenant_id, namespace_id,
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name, description, status,
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department, business_unit, owner, owner_email,
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total_assessments, total_roadmaps, total_workshops,
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avg_risk_score, high_risk_count, conditional_count, approved_count,
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compliance_score, settings,
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created_at, updated_at, created_by, approved_at, approved_by
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FROM portfolios WHERE id = $1
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`, id).Scan(
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&p.ID, &p.TenantID, &p.NamespaceID,
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&p.Name, &p.Description, &status,
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&p.Department, &p.BusinessUnit, &p.Owner, &p.OwnerEmail,
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&p.TotalAssessments, &p.TotalRoadmaps, &p.TotalWorkshops,
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&p.AvgRiskScore, &p.HighRiskCount, &p.ConditionalCount, &p.ApprovedCount,
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&p.ComplianceScore, &settings,
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&p.CreatedAt, &p.UpdatedAt, &p.CreatedBy, &p.ApprovedAt, &p.ApprovedBy,
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)
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if err == pgx.ErrNoRows {
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return nil, nil
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}
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if err != nil {
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return nil, err
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}
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p.Status = PortfolioStatus(status)
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json.Unmarshal(settings, &p.Settings)
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return &p, nil
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}
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// ListPortfolios lists portfolios for a tenant with optional filters
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func (s *Store) ListPortfolios(ctx context.Context, tenantID uuid.UUID, filters *PortfolioFilters) ([]Portfolio, error) {
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query := `
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SELECT
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id, tenant_id, namespace_id,
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name, description, status,
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department, business_unit, owner, owner_email,
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total_assessments, total_roadmaps, total_workshops,
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avg_risk_score, high_risk_count, conditional_count, approved_count,
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compliance_score, settings,
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created_at, updated_at, created_by, approved_at, approved_by
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FROM portfolios WHERE tenant_id = $1`
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args := []interface{}{tenantID}
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argIdx := 2
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if filters != nil {
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if filters.Status != "" {
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query += fmt.Sprintf(" AND status = $%d", argIdx)
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args = append(args, string(filters.Status))
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argIdx++
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}
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if filters.Department != "" {
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query += fmt.Sprintf(" AND department = $%d", argIdx)
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args = append(args, filters.Department)
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argIdx++
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}
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if filters.BusinessUnit != "" {
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query += fmt.Sprintf(" AND business_unit = $%d", argIdx)
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args = append(args, filters.BusinessUnit)
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argIdx++
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}
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if filters.Owner != "" {
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query += fmt.Sprintf(" AND owner ILIKE $%d", argIdx)
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args = append(args, "%"+filters.Owner+"%")
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argIdx++
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}
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if filters.MinRiskScore != nil {
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query += fmt.Sprintf(" AND avg_risk_score >= $%d", argIdx)
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args = append(args, *filters.MinRiskScore)
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argIdx++
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}
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if filters.MaxRiskScore != nil {
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query += fmt.Sprintf(" AND avg_risk_score <= $%d", argIdx)
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args = append(args, *filters.MaxRiskScore)
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argIdx++
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}
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}
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query += " ORDER BY updated_at DESC"
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if filters != nil && filters.Limit > 0 {
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query += fmt.Sprintf(" LIMIT $%d", argIdx)
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args = append(args, filters.Limit)
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argIdx++
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if filters.Offset > 0 {
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query += fmt.Sprintf(" OFFSET $%d", argIdx)
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args = append(args, filters.Offset)
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}
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}
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rows, err := s.pool.Query(ctx, query, args...)
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if err != nil {
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return nil, err
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}
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defer rows.Close()
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var portfolios []Portfolio
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for rows.Next() {
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var p Portfolio
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var status string
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var settings []byte
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err := rows.Scan(
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&p.ID, &p.TenantID, &p.NamespaceID,
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&p.Name, &p.Description, &status,
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&p.Department, &p.BusinessUnit, &p.Owner, &p.OwnerEmail,
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&p.TotalAssessments, &p.TotalRoadmaps, &p.TotalWorkshops,
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&p.AvgRiskScore, &p.HighRiskCount, &p.ConditionalCount, &p.ApprovedCount,
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&p.ComplianceScore, &settings,
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&p.CreatedAt, &p.UpdatedAt, &p.CreatedBy, &p.ApprovedAt, &p.ApprovedBy,
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)
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if err != nil {
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return nil, err
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}
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p.Status = PortfolioStatus(status)
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json.Unmarshal(settings, &p.Settings)
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portfolios = append(portfolios, p)
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}
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return portfolios, nil
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}
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// UpdatePortfolio updates a portfolio
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func (s *Store) UpdatePortfolio(ctx context.Context, p *Portfolio) error {
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p.UpdatedAt = time.Now().UTC()
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settings, _ := json.Marshal(p.Settings)
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_, err := s.pool.Exec(ctx, `
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UPDATE portfolios SET
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name = $2, description = $3, status = $4,
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department = $5, business_unit = $6, owner = $7, owner_email = $8,
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settings = $9,
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updated_at = $10, approved_at = $11, approved_by = $12
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WHERE id = $1
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`,
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p.ID, p.Name, p.Description, string(p.Status),
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p.Department, p.BusinessUnit, p.Owner, p.OwnerEmail,
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settings,
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p.UpdatedAt, p.ApprovedAt, p.ApprovedBy,
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)
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return err
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}
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// DeletePortfolio deletes a portfolio and its items
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func (s *Store) DeletePortfolio(ctx context.Context, id uuid.UUID) error {
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// Delete items first
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_, err := s.pool.Exec(ctx, "DELETE FROM portfolio_items WHERE portfolio_id = $1", id)
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if err != nil {
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return err
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}
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// Delete portfolio
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_, err = s.pool.Exec(ctx, "DELETE FROM portfolios WHERE id = $1", id)
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return err
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}
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// ============================================================================
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// Portfolio Item Operations
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// ============================================================================
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// AddItem adds an item to a portfolio
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func (s *Store) AddItem(ctx context.Context, item *PortfolioItem) error {
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item.ID = uuid.New()
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item.AddedAt = time.Now().UTC()
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tags, _ := json.Marshal(item.Tags)
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// Check if item already exists in portfolio
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var exists bool
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s.pool.QueryRow(ctx,
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"SELECT EXISTS(SELECT 1 FROM portfolio_items WHERE portfolio_id = $1 AND item_id = $2)",
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item.PortfolioID, item.ItemID).Scan(&exists)
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if exists {
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return fmt.Errorf("item already exists in portfolio")
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}
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// Get max sort order
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var maxSort int
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s.pool.QueryRow(ctx,
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"SELECT COALESCE(MAX(sort_order), 0) FROM portfolio_items WHERE portfolio_id = $1",
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item.PortfolioID).Scan(&maxSort)
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item.SortOrder = maxSort + 1
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_, err := s.pool.Exec(ctx, `
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INSERT INTO portfolio_items (
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id, portfolio_id, item_type, item_id,
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title, status, risk_level, risk_score, feasibility,
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sort_order, tags, notes,
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added_at, added_by
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) VALUES (
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$1, $2, $3, $4,
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$5, $6, $7, $8, $9,
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$10, $11, $12,
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$13, $14
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)
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`,
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item.ID, item.PortfolioID, string(item.ItemType), item.ItemID,
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item.Title, item.Status, item.RiskLevel, item.RiskScore, item.Feasibility,
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item.SortOrder, tags, item.Notes,
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item.AddedAt, item.AddedBy,
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)
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if err != nil {
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return err
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}
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// Update portfolio metrics
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return s.RecalculateMetrics(ctx, item.PortfolioID)
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}
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// GetItem retrieves a portfolio item by ID
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func (s *Store) GetItem(ctx context.Context, id uuid.UUID) (*PortfolioItem, error) {
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var item PortfolioItem
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var itemType string
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var tags []byte
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err := s.pool.QueryRow(ctx, `
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SELECT
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id, portfolio_id, item_type, item_id,
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title, status, risk_level, risk_score, feasibility,
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sort_order, tags, notes,
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added_at, added_by
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FROM portfolio_items WHERE id = $1
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`, id).Scan(
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&item.ID, &item.PortfolioID, &itemType, &item.ItemID,
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&item.Title, &item.Status, &item.RiskLevel, &item.RiskScore, &item.Feasibility,
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&item.SortOrder, &tags, &item.Notes,
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&item.AddedAt, &item.AddedBy,
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)
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if err == pgx.ErrNoRows {
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return nil, nil
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}
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if err != nil {
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return nil, err
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}
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item.ItemType = ItemType(itemType)
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json.Unmarshal(tags, &item.Tags)
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return &item, nil
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}
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// ListItems lists items in a portfolio
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func (s *Store) ListItems(ctx context.Context, portfolioID uuid.UUID, itemType *ItemType) ([]PortfolioItem, error) {
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query := `
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SELECT
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id, portfolio_id, item_type, item_id,
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title, status, risk_level, risk_score, feasibility,
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sort_order, tags, notes,
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added_at, added_by
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FROM portfolio_items WHERE portfolio_id = $1`
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args := []interface{}{portfolioID}
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if itemType != nil {
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query += " AND item_type = $2"
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args = append(args, string(*itemType))
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}
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query += " ORDER BY sort_order ASC"
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rows, err := s.pool.Query(ctx, query, args...)
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if err != nil {
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return nil, err
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}
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defer rows.Close()
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var items []PortfolioItem
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for rows.Next() {
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var item PortfolioItem
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var iType string
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var tags []byte
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err := rows.Scan(
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&item.ID, &item.PortfolioID, &iType, &item.ItemID,
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&item.Title, &item.Status, &item.RiskLevel, &item.RiskScore, &item.Feasibility,
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&item.SortOrder, &tags, &item.Notes,
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&item.AddedAt, &item.AddedBy,
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)
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if err != nil {
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return nil, err
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}
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item.ItemType = ItemType(iType)
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json.Unmarshal(tags, &item.Tags)
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items = append(items, item)
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}
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return items, nil
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}
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// RemoveItem removes an item from a portfolio
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func (s *Store) RemoveItem(ctx context.Context, id uuid.UUID) error {
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// Get portfolio ID first
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var portfolioID uuid.UUID
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err := s.pool.QueryRow(ctx,
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"SELECT portfolio_id FROM portfolio_items WHERE id = $1", id).Scan(&portfolioID)
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if err != nil {
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return err
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}
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_, err = s.pool.Exec(ctx, "DELETE FROM portfolio_items WHERE id = $1", id)
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if err != nil {
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return err
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}
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// Recalculate metrics
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return s.RecalculateMetrics(ctx, portfolioID)
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}
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// UpdateItemOrder updates the sort order of items
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func (s *Store) UpdateItemOrder(ctx context.Context, portfolioID uuid.UUID, itemIDs []uuid.UUID) error {
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for i, id := range itemIDs {
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_, err := s.pool.Exec(ctx,
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"UPDATE portfolio_items SET sort_order = $2 WHERE id = $1 AND portfolio_id = $3",
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id, i+1, portfolioID)
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if err != nil {
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return err
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}
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}
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return nil
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}
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// ============================================================================
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// Merge Operations
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// ============================================================================
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// MergePortfolios merges source portfolio into target
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func (s *Store) MergePortfolios(ctx context.Context, req *MergeRequest, userID uuid.UUID) (*MergeResult, error) {
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result := &MergeResult{
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ConflictsResolved: []MergeConflict{},
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}
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// Get source items
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sourceItems, err := s.ListItems(ctx, req.SourcePortfolioID, nil)
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if err != nil {
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return nil, fmt.Errorf("failed to get source items: %w", err)
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}
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// Get target items for conflict detection
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targetItems, err := s.ListItems(ctx, req.TargetPortfolioID, nil)
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if err != nil {
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return nil, fmt.Errorf("failed to get target items: %w", err)
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}
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// Build map of existing items in target
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targetItemMap := make(map[uuid.UUID]bool)
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for _, item := range targetItems {
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targetItemMap[item.ItemID] = true
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}
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// Filter items based on strategy and options
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for _, item := range sourceItems {
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// Skip if not including this type
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if item.ItemType == ItemTypeRoadmap && !req.IncludeRoadmaps {
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result.ItemsSkipped++
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continue
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}
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if item.ItemType == ItemTypeWorkshop && !req.IncludeWorkshops {
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result.ItemsSkipped++
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continue
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}
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// Check for conflicts
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if targetItemMap[item.ItemID] {
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switch req.Strategy {
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case MergeStrategyUnion:
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// Skip duplicates
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result.ItemsSkipped++
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result.ConflictsResolved = append(result.ConflictsResolved, MergeConflict{
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ItemID: item.ItemID,
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ItemType: item.ItemType,
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Reason: "duplicate",
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Resolution: "kept_target",
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})
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case MergeStrategyReplace:
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// Update existing item in target
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// For now, just skip (could implement update logic)
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result.ItemsUpdated++
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result.ConflictsResolved = append(result.ConflictsResolved, MergeConflict{
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ItemID: item.ItemID,
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ItemType: item.ItemType,
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Reason: "duplicate",
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Resolution: "merged",
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})
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case MergeStrategyIntersect:
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// Keep only items that exist in both
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// Skip items not in target
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result.ItemsSkipped++
|
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}
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continue
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}
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|
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// Add item to target
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newItem := &PortfolioItem{
|
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PortfolioID: req.TargetPortfolioID,
|
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ItemType: item.ItemType,
|
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ItemID: item.ItemID,
|
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Title: item.Title,
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Status: item.Status,
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RiskLevel: item.RiskLevel,
|
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RiskScore: item.RiskScore,
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Feasibility: item.Feasibility,
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Tags: item.Tags,
|
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Notes: item.Notes,
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AddedBy: userID,
|
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}
|
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|
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if err := s.AddItem(ctx, newItem); err != nil {
|
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// Skip on error but continue
|
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result.ItemsSkipped++
|
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continue
|
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}
|
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result.ItemsAdded++
|
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}
|
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|
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// Delete source if requested
|
|
if req.DeleteSource {
|
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if err := s.DeletePortfolio(ctx, req.SourcePortfolioID); err != nil {
|
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return nil, fmt.Errorf("failed to delete source portfolio: %w", err)
|
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}
|
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result.SourceDeleted = true
|
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}
|
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|
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// Get updated target portfolio
|
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result.TargetPortfolio, _ = s.GetPortfolio(ctx, req.TargetPortfolioID)
|
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|
|
return result, nil
|
|
}
|
|
|
|
// ============================================================================
|
|
// Metrics and Statistics
|
|
// ============================================================================
|
|
|
|
// RecalculateMetrics recalculates aggregated metrics for a portfolio
|
|
func (s *Store) RecalculateMetrics(ctx context.Context, portfolioID uuid.UUID) error {
|
|
// Count by type
|
|
var totalAssessments, totalRoadmaps, totalWorkshops int
|
|
s.pool.QueryRow(ctx,
|
|
"SELECT COUNT(*) FROM portfolio_items WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT'",
|
|
portfolioID).Scan(&totalAssessments)
|
|
s.pool.QueryRow(ctx,
|
|
"SELECT COUNT(*) FROM portfolio_items WHERE portfolio_id = $1 AND item_type = 'ROADMAP'",
|
|
portfolioID).Scan(&totalRoadmaps)
|
|
s.pool.QueryRow(ctx,
|
|
"SELECT COUNT(*) FROM portfolio_items WHERE portfolio_id = $1 AND item_type = 'WORKSHOP'",
|
|
portfolioID).Scan(&totalWorkshops)
|
|
|
|
// Calculate risk metrics from assessments
|
|
var avgRiskScore float64
|
|
var highRiskCount, conditionalCount, approvedCount int
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COALESCE(AVG(risk_score), 0)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT'
|
|
`, portfolioID).Scan(&avgRiskScore)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT' AND risk_level IN ('HIGH', 'UNACCEPTABLE')
|
|
`, portfolioID).Scan(&highRiskCount)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT' AND feasibility = 'CONDITIONAL'
|
|
`, portfolioID).Scan(&conditionalCount)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT' AND feasibility = 'YES'
|
|
`, portfolioID).Scan(&approvedCount)
|
|
|
|
// Calculate compliance score (simplified: % of approved items)
|
|
var complianceScore float64
|
|
if totalAssessments > 0 {
|
|
complianceScore = (float64(approvedCount) / float64(totalAssessments)) * 100
|
|
}
|
|
|
|
// Update portfolio
|
|
_, err := s.pool.Exec(ctx, `
|
|
UPDATE portfolios SET
|
|
total_assessments = $2,
|
|
total_roadmaps = $3,
|
|
total_workshops = $4,
|
|
avg_risk_score = $5,
|
|
high_risk_count = $6,
|
|
conditional_count = $7,
|
|
approved_count = $8,
|
|
compliance_score = $9,
|
|
updated_at = NOW()
|
|
WHERE id = $1
|
|
`,
|
|
portfolioID,
|
|
totalAssessments, totalRoadmaps, totalWorkshops,
|
|
avgRiskScore, highRiskCount, conditionalCount, approvedCount,
|
|
complianceScore,
|
|
)
|
|
|
|
return err
|
|
}
|
|
|
|
// GetPortfolioStats returns detailed statistics for a portfolio
|
|
func (s *Store) GetPortfolioStats(ctx context.Context, portfolioID uuid.UUID) (*PortfolioStats, error) {
|
|
stats := &PortfolioStats{
|
|
ItemsByType: make(map[ItemType]int),
|
|
}
|
|
|
|
// Total items
|
|
s.pool.QueryRow(ctx,
|
|
"SELECT COUNT(*) FROM portfolio_items WHERE portfolio_id = $1",
|
|
portfolioID).Scan(&stats.TotalItems)
|
|
|
|
// Items by type
|
|
rows, _ := s.pool.Query(ctx, `
|
|
SELECT item_type, COUNT(*)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1
|
|
GROUP BY item_type
|
|
`, portfolioID)
|
|
if rows != nil {
|
|
defer rows.Close()
|
|
for rows.Next() {
|
|
var itemType string
|
|
var count int
|
|
rows.Scan(&itemType, &count)
|
|
stats.ItemsByType[ItemType(itemType)] = count
|
|
}
|
|
}
|
|
|
|
// Risk distribution
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND risk_level = 'MINIMAL'
|
|
`, portfolioID).Scan(&stats.RiskDistribution.Minimal)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND risk_level = 'LOW'
|
|
`, portfolioID).Scan(&stats.RiskDistribution.Low)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND risk_level = 'MEDIUM'
|
|
`, portfolioID).Scan(&stats.RiskDistribution.Medium)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND risk_level = 'HIGH'
|
|
`, portfolioID).Scan(&stats.RiskDistribution.High)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND risk_level = 'UNACCEPTABLE'
|
|
`, portfolioID).Scan(&stats.RiskDistribution.Unacceptable)
|
|
|
|
// Feasibility distribution
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND feasibility = 'YES'
|
|
`, portfolioID).Scan(&stats.FeasibilityDist.Yes)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND feasibility = 'CONDITIONAL'
|
|
`, portfolioID).Scan(&stats.FeasibilityDist.Conditional)
|
|
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COUNT(*) FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND feasibility = 'NO'
|
|
`, portfolioID).Scan(&stats.FeasibilityDist.No)
|
|
|
|
// Average risk score
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT COALESCE(AVG(risk_score), 0)
|
|
FROM portfolio_items
|
|
WHERE portfolio_id = $1 AND item_type = 'ASSESSMENT'
|
|
`, portfolioID).Scan(&stats.AvgRiskScore)
|
|
|
|
// Compliance score
|
|
s.pool.QueryRow(ctx,
|
|
"SELECT compliance_score FROM portfolios WHERE id = $1",
|
|
portfolioID).Scan(&stats.ComplianceScore)
|
|
|
|
// DSFA required count
|
|
// This would need to join with ucca_assessments to get dsfa_recommended
|
|
// For now, estimate from high risk items
|
|
stats.DSFARequired = stats.RiskDistribution.High + stats.RiskDistribution.Unacceptable
|
|
|
|
// Controls required (items with CONDITIONAL feasibility)
|
|
stats.ControlsRequired = stats.FeasibilityDist.Conditional
|
|
|
|
stats.LastUpdated = time.Now().UTC()
|
|
|
|
return stats, nil
|
|
}
|
|
|
|
// GetPortfolioSummary returns a complete portfolio summary
|
|
func (s *Store) GetPortfolioSummary(ctx context.Context, portfolioID uuid.UUID) (*PortfolioSummary, error) {
|
|
portfolio, err := s.GetPortfolio(ctx, portfolioID)
|
|
if err != nil || portfolio == nil {
|
|
return nil, err
|
|
}
|
|
|
|
items, err := s.ListItems(ctx, portfolioID, nil)
|
|
if err != nil {
|
|
return nil, err
|
|
}
|
|
|
|
stats, err := s.GetPortfolioStats(ctx, portfolioID)
|
|
if err != nil {
|
|
return nil, err
|
|
}
|
|
|
|
return &PortfolioSummary{
|
|
Portfolio: portfolio,
|
|
Items: items,
|
|
RiskDistribution: stats.RiskDistribution,
|
|
FeasibilityDist: stats.FeasibilityDist,
|
|
}, nil
|
|
}
|
|
|
|
// ============================================================================
|
|
// Bulk Operations
|
|
// ============================================================================
|
|
|
|
// BulkAddItems adds multiple items to a portfolio
|
|
func (s *Store) BulkAddItems(ctx context.Context, portfolioID uuid.UUID, items []PortfolioItem, userID uuid.UUID) (*BulkAddItemsResponse, error) {
|
|
result := &BulkAddItemsResponse{
|
|
Errors: []string{},
|
|
}
|
|
|
|
for _, item := range items {
|
|
item.PortfolioID = portfolioID
|
|
item.AddedBy = userID
|
|
|
|
// Fetch item info from source table if not provided
|
|
if item.Title == "" {
|
|
s.populateItemInfo(ctx, &item)
|
|
}
|
|
|
|
if err := s.AddItem(ctx, &item); err != nil {
|
|
result.Skipped++
|
|
result.Errors = append(result.Errors, fmt.Sprintf("%s: %v", item.ItemID, err))
|
|
} else {
|
|
result.Added++
|
|
}
|
|
}
|
|
|
|
return result, nil
|
|
}
|
|
|
|
// populateItemInfo fetches item metadata from the source table
|
|
func (s *Store) populateItemInfo(ctx context.Context, item *PortfolioItem) {
|
|
switch item.ItemType {
|
|
case ItemTypeAssessment:
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT title, feasibility, risk_level, risk_score, status
|
|
FROM ucca_assessments WHERE id = $1
|
|
`, item.ItemID).Scan(&item.Title, &item.Feasibility, &item.RiskLevel, &item.RiskScore, &item.Status)
|
|
|
|
case ItemTypeRoadmap:
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT name, status
|
|
FROM roadmaps WHERE id = $1
|
|
`, item.ItemID).Scan(&item.Title, &item.Status)
|
|
|
|
case ItemTypeWorkshop:
|
|
s.pool.QueryRow(ctx, `
|
|
SELECT title, status
|
|
FROM workshop_sessions WHERE id = $1
|
|
`, item.ItemID).Scan(&item.Title, &item.Status)
|
|
}
|
|
}
|
|
|
|
// ============================================================================
|
|
// Activity Tracking
|
|
// ============================================================================
|
|
|
|
// LogActivity logs an activity entry for a portfolio
|
|
func (s *Store) LogActivity(ctx context.Context, portfolioID uuid.UUID, entry *ActivityEntry) error {
|
|
_, err := s.pool.Exec(ctx, `
|
|
INSERT INTO portfolio_activity (
|
|
id, portfolio_id, timestamp, action,
|
|
item_type, item_id, item_title, user_id
|
|
) VALUES (
|
|
$1, $2, $3, $4, $5, $6, $7, $8
|
|
)
|
|
`,
|
|
uuid.New(), portfolioID, entry.Timestamp, entry.Action,
|
|
string(entry.ItemType), entry.ItemID, entry.ItemTitle, entry.UserID,
|
|
)
|
|
return err
|
|
}
|
|
|
|
// GetRecentActivity retrieves recent activity for a portfolio
|
|
func (s *Store) GetRecentActivity(ctx context.Context, portfolioID uuid.UUID, limit int) ([]ActivityEntry, error) {
|
|
if limit <= 0 {
|
|
limit = 20
|
|
}
|
|
|
|
rows, err := s.pool.Query(ctx, `
|
|
SELECT timestamp, action, item_type, item_id, item_title, user_id
|
|
FROM portfolio_activity
|
|
WHERE portfolio_id = $1
|
|
ORDER BY timestamp DESC
|
|
LIMIT $2
|
|
`, portfolioID, limit)
|
|
if err != nil {
|
|
return nil, err
|
|
}
|
|
defer rows.Close()
|
|
|
|
var activities []ActivityEntry
|
|
for rows.Next() {
|
|
var entry ActivityEntry
|
|
var itemType string
|
|
err := rows.Scan(
|
|
&entry.Timestamp, &entry.Action, &itemType,
|
|
&entry.ItemID, &entry.ItemTitle, &entry.UserID,
|
|
)
|
|
if err != nil {
|
|
return nil, err
|
|
}
|
|
entry.ItemType = ItemType(itemType)
|
|
activities = append(activities, entry)
|
|
}
|
|
|
|
return activities, nil
|
|
}
|