flatten app to repo root and update docker deployment for single-stack runtime

lib/server/portfolio.ts

@@ -0,0 +1,69 @@
+import type { Holding, PortfolioSummary } from '@/lib/types';
+
+function asFiniteNumber(value: string | number | null | undefined) {
+  if (value === null || value === undefined) {
+    return 0;
+  }
+
+  const parsed = typeof value === 'number' ? value : Number(value);
+  return Number.isFinite(parsed) ? parsed : 0;
+}
+
+function toDecimalString(value: number, digits = 4) {
+  return value.toFixed(digits);
+}
+
+export function recalculateHolding(base: Holding): Holding {
+  const shares = asFiniteNumber(base.shares);
+  const avgCost = asFiniteNumber(base.avg_cost);
+  const price = base.current_price === null
+    ? avgCost
+    : asFiniteNumber(base.current_price);
+
+  const marketValue = shares * price;
+  const costBasis = shares * avgCost;
+  const gainLoss = marketValue - costBasis;
+  const gainLossPct = costBasis > 0 ? (gainLoss / costBasis) * 100 : 0;
+
+  return {
+    ...base,
+    shares: toDecimalString(shares, 6),
+    avg_cost: toDecimalString(avgCost, 6),
+    current_price: toDecimalString(price, 6),
+    market_value: toDecimalString(marketValue, 2),
+    gain_loss: toDecimalString(gainLoss, 2),
+    gain_loss_pct: toDecimalString(gainLossPct, 2)
+  };
+}
+
+export function buildPortfolioSummary(holdings: Holding[]): PortfolioSummary {
+  const positions = holdings.length;
+
+  const totals = holdings.reduce(
+    (acc, holding) => {
+      const shares = asFiniteNumber(holding.shares);
+      const avgCost = asFiniteNumber(holding.avg_cost);
+      const marketValue = asFiniteNumber(holding.market_value);
+      const gainLoss = asFiniteNumber(holding.gain_loss);
+
+      acc.totalValue += marketValue;
+      acc.totalGainLoss += gainLoss;
+      acc.totalCostBasis += shares * avgCost;
+
+      return acc;
+    },
+    { totalValue: 0, totalGainLoss: 0, totalCostBasis: 0 }
+  );
+
+  const avgReturnPct = totals.totalCostBasis > 0
+    ? (totals.totalGainLoss / totals.totalCostBasis) * 100
+    : 0;
+
+  return {
+    positions,
+    total_value: toDecimalString(totals.totalValue, 2),
+    total_gain_loss: toDecimalString(totals.totalGainLoss, 2),
+    total_cost_basis: toDecimalString(totals.totalCostBasis, 2),
+    avg_return_pct: toDecimalString(avgReturnPct, 2)
+  };
+}