Add SIP plan pause/resume and rebalance plan archive lifecycle (3d-24)

1 files changed, 105 insertions, 0 deletions

diff --git a/src/FundLab.Api/Persistence.fs b/src/FundLab.Api/Persistence.fs
index 5000161..379c10d 100644
--- a/src/FundLab.Api/Persistence.fs
+++ b/src/FundLab.Api/Persistence.fs
@@ -389,6 +389,10 @@ type SipPlanWriteResult =
     | SipPlanFundNotFound
     | SipPlanInstrumentNotFound
 
+type SipPlanStatusResult =
+    | SipPlanStatusChanged of SipPlanRecord
+    | SipPlanStatusNotFound
+
 type SipExecutionOutcome =
     {
         TradeDate: DateOnly
@@ -494,6 +498,10 @@ type RebalanceWriteResult =
     | RebalanceFundNotFound
     | RebalanceInstrumentNotFound
 
+type RebalanceArchiveResult =
+    | RebalancePlanArchived of RebalancePlanRecord
+    | RebalanceArchiveNotFound
+
 type RebalanceOrderOutcome =
     {
         InstrumentCode: string
@@ -3347,6 +3355,54 @@ type FundRepository(connectionString: string) =
 
         records |> Seq.toList
 
+    member _.SetSipPlanStatus(fundId: Guid, planId: Guid, status: string) : SipPlanStatusResult =
+        use connection = new NpgsqlConnection(connectionString)
+        connection.Open()
+        use transaction = connection.BeginTransaction(IsolationLevel.ReadCommitted)
+
+        try
+            use lockCommand =
+                commandWithTransaction
+                    connection
+                    (Some transaction)
+                    "SELECT pg_advisory_xact_lock(hashtext(@lock_key))"
+
+            addParameter lockCommand "lock_key" NpgsqlDbType.Text (box (sprintf "sip-plan-status:%O" planId)) |> ignore
+            lockCommand.ExecuteNonQuery() |> ignore
+
+            match findSipPlan connection (Some transaction) planId with
+            | Some plan when plan.FundId = fundId ->
+                if plan.Status = status then
+                    transaction.Commit()
+                    SipPlanStatusResult.SipPlanStatusChanged plan
+                else
+                    use updateCommand =
+                        commandWithTransaction
+                            connection
+                            (Some transaction)
+                            "UPDATE sip_plans SET status = @status WHERE id = @plan_id"
+
+                    addParameter updateCommand "status" NpgsqlDbType.Text (box status) |> ignore
+                    addParameter updateCommand "plan_id" NpgsqlDbType.Uuid (box planId) |> ignore
+                    updateCommand.ExecuteNonQuery() |> ignore
+
+                    let updated = findSipPlan connection (Some transaction) planId
+                    transaction.Commit()
+
+                    match updated with
+                    | Some updatedPlan -> SipPlanStatusResult.SipPlanStatusChanged updatedPlan
+                    | None -> SipPlanStatusResult.SipPlanStatusNotFound
+            | _ ->
+                transaction.Rollback()
+                SipPlanStatusResult.SipPlanStatusNotFound
+        with error ->
+            try
+                transaction.Rollback()
+            with _ ->
+                ()
+
+            raise error
+
     member _.CreateInvestmentPlan(idempotencyKey: string, fundId: Guid, command: InvestmentPlanCommand, ?anchorOverride: DateOnly) : InvestmentPlanWriteResult =
         if String.IsNullOrWhiteSpace idempotencyKey then
             InvestmentPlanWriteResult.InvestmentPlanInvalid "idempotency key cannot be empty"
@@ -3838,6 +3894,53 @@ type FundRepository(connectionString: string) =
         reader.Close()
         plans |> Seq.toList |> List.map (rebalancePlanWithTargets connection None)
 
+    member _.ArchiveRebalancePlan(fundId: Guid, planId: Guid) : RebalanceArchiveResult =
+        use connection = new NpgsqlConnection(connectionString)
+        connection.Open()
+        use transaction = connection.BeginTransaction(IsolationLevel.ReadCommitted)
+
+        try
+            use lockCommand =
+                commandWithTransaction
+                    connection
+                    (Some transaction)
+                    "SELECT pg_advisory_xact_lock(hashtext(@lock_key))"
+
+            addParameter lockCommand "lock_key" NpgsqlDbType.Text (box (sprintf "rebalance-archive:%O" planId)) |> ignore
+            lockCommand.ExecuteNonQuery() |> ignore
+
+            match findRebalancePlan connection (Some transaction) planId with
+            | Some plan when plan.FundId = fundId ->
+                if plan.Status = "archived" then
+                    transaction.Commit()
+                    RebalanceArchiveResult.RebalancePlanArchived plan
+                else
+                    use updateCommand =
+                        commandWithTransaction
+                            connection
+                            (Some transaction)
+                            "UPDATE rebalance_plans SET status = 'archived' WHERE id = @plan_id"
+
+                    addParameter updateCommand "plan_id" NpgsqlDbType.Uuid (box planId) |> ignore
+                    updateCommand.ExecuteNonQuery() |> ignore
+
+                    let updated = findRebalancePlan connection (Some transaction) planId
+                    transaction.Commit()
+
+                    match updated with
+                    | Some updatedPlan -> RebalanceArchiveResult.RebalancePlanArchived updatedPlan
+                    | None -> RebalanceArchiveResult.RebalanceArchiveNotFound
+            | _ ->
+                transaction.Rollback()
+                RebalanceArchiveResult.RebalanceArchiveNotFound
+        with error ->
+            try
+                transaction.Rollback()
+            with _ ->
+                ()
+
+            raise error
+
     member this.ExecuteRebalancePlan(planId: Guid) : Result<RebalanceExecutionResult, string> =
         use connection = new NpgsqlConnection(connectionString)
         connection.Open()
@@ -3868,6 +3971,7 @@ type FundRepository(connectionString: string) =
 
         match plan with
         | None -> Error "rebalance plan was not found"
+        | Some plan when plan.Status = "archived" -> Error "rebalance plan is archived"
         | Some plan ->
             let fundId = plan.FundId
             let runDate = ConfirmationPolicy.tradeDateFor DateTimeOffset.UtcNow
@@ -4033,6 +4137,7 @@ type FundRepository(connectionString: string) =
 
         match findRebalancePlan connection None planId with
         | None -> Error "rebalance plan was not found"
+        | Some plan when plan.Status = "archived" -> Error "rebalance plan is archived"
         | Some plan ->
             match this.GetFund plan.FundId with
             | None -> Error "fund was not found"