Skip to content

Implement Portfolio Service - CRUD Operations #29

@grantfox-oss

Description

@grantfox-oss

Description:
Implement portfolio service with create, read, update, delete operations. Include validation for portfolio properties and business logic for portfolio management.

Acceptance Criteria:

  • Create portfolio with name, type, initial allocation
  • Read portfolio details, holdings, performance metrics
  • Update portfolio properties and allocation strategy
  • Delete/archive portfolio (soft delete)
  • List portfolios with pagination and filtering
  • Validate portfolio name (unique, 3-100 chars)
  • Track portfolio creation and modification timestamps
  • Support multiple portfolio types (balanced, aggressive, conservative)

Definition of Done:

  • PortfolioService with all CRUD methods
  • Service includes business logic for validation
  • Logging integrated for all operations
  • Unit tests > 90% coverage

Test Requirements:

  • Unit tests for each operation
  • Edge case tests (duplicate names, invalid data)
  • Performance test for large portfolios

Metadata

Metadata

Assignees

Labels

GrantFox OSSIssue tracked in GrantFox OSSMaybe RewardedIssue may be eligible for a GrantFox rewardOfficial CampaignCampaign: Official Campaign

Type

No type
No fields configured for issues without a type.

Projects

No projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions