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application.queries.portfolio_queries

src.application.queries.portfolio_queries

Portfolio queries (CQRS read operations).

Queries for portfolio-level data (net worth, aggregated balances, etc.). These are immutable dataclasses for explicit client requests.

Pattern: - Queries are data containers (no logic) - Handlers fetch and return data - Queries never change state - Queries do NOT emit domain events

Reference
  • docs/architecture/cqrs-pattern.md
  • Implementation Plan: Issue #257, Phase 7

Classes

GetUserNetWorth dataclass

Get aggregated net worth for a user.

Calculates total balance across all active accounts. Used for explicit client requests (e.g., dashboard load).

Note: Real-time updates use SSE events (portfolio.networth.updated), not polling this query.

Attributes:

Name Type Description
user_id UUID

User whose net worth to calculate.
Example

query = GetUserNetWorth(user_id=user_id) result = await handler.handle(query) net_worth = result.value.net_worth

Source code in src/application/queries/portfolio_queries.py 
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@dataclass(frozen=True, kw_only=True)
class GetUserNetWorth:
    """Get aggregated net worth for a user.

    Calculates total balance across all active accounts.
    Used for explicit client requests (e.g., dashboard load).

    Note: Real-time updates use SSE events (portfolio.networth.updated),
    not polling this query.

    Attributes:
        user_id: User whose net worth to calculate.

    Example:
        >>> query = GetUserNetWorth(user_id=user_id)
        >>> result = await handler.handle(query)
        >>> net_worth = result.value.net_worth
    """

    user_id: UUID