Initial commit: WealthWise financial analytics platform

backend/app/models/portfolio.py

@@ -0,0 +1,76 @@
+"""Portfolio model for WealthWise.
+
+This module defines the Portfolio database model. Portfolios belong to users
+and contain multiple transactions. Users can have multiple portfolios for
+different investment strategies or purposes.
+"""
+
+from typing import TYPE_CHECKING, List, Optional
+from uuid import UUID
+
+from sqlalchemy import Column, ForeignKey, String, Text
+from sqlmodel import Field, Relationship, SQLModel
+
+from app.models.base import BaseModel
+
+if TYPE_CHECKING:
+    from app.models.transaction import Transaction
+    from app.models.user import User
+
+
+class PortfolioBase(SQLModel):
+    """Base Portfolio model with common attributes.
+    
+    Attributes:
+        name: Portfolio name
+        description: Optional portfolio description
+    """
+    
+    name: str = Field(
+        sa_column=Column(String(255), nullable=False),
+        description="Portfolio name",
+    )
+    description: Optional[str] = Field(
+        default=None,
+        sa_column=Column(Text, nullable=True),
+        description="Optional portfolio description",
+    )
+
+
+class Portfolio(BaseModel, PortfolioBase, table=True):
+    """Portfolio database model.
+    
+    Portfolios represent collections of financial transactions owned by a user.
+    Each portfolio tracks investments, expenses, or savings for a specific purpose.
+    
+    Attributes:
+        id: UUID primary key (inherited from BaseModel)
+        user_id: Foreign key to users table
+        name: Portfolio name
+        description: Optional description
+        user: Relationship to owner
+        transactions: Relationship to portfolio transactions
+        created_at: Timestamp (inherited from BaseModel)
+        updated_at: Timestamp (inherited from BaseModel)
+    """
+    
+    __tablename__ = "portfolios"
+    
+    user_id: UUID = Field(
+        sa_column=Column(
+            ForeignKey("users.id", ondelete="CASCADE"),
+            nullable=False,
+        ),
+        description="Owner user ID",
+    )
+    
+    # Relationships
+    user: "User" = Relationship(back_populates="portfolios")
+    transactions: List["Transaction"] = Relationship(
+        back_populates="portfolio",
+        sa_relationship_kwargs={"cascade": "all, delete-orphan"},
+    )
+    
+    class Config:
+        """Pydantic configuration."""
+        arbitrary_types_allowed = True