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Overview

The trades module (server/trades.ts) provides functions for managing trade data including tags, images, and bulk operations on trades.

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Tag Management

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addTagToTrade

Add a tag to a specific trade.
server/trades.ts:7
export async function addTagToTrade(
  tradeId: string,
  tag: string
): Promise<Trade>
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tradeId
string
required
The ID of the trade to tag
​
tag
string
required
The tag to add (will be trimmed)
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trade
Trade
The updated trade object with the new tag
Example 
import { addTagToTrade } from '@/server/trades'

try {
  const trade = await addTagToTrade('trade_123', 'scalping')
  console.log('Tags:', trade.tags) // ['scalping']
} catch (error) {
  console.error('Failed to add tag:', error)
}

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removeTagFromTrade

Remove a specific tag from a trade.
server/trades.ts:37
export async function removeTagFromTrade(
  tradeId: string,
  tagToRemove: string
): Promise<Trade>
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tradeId
string
required
The ID of the trade
​
tagToRemove
string
required
The tag to remove
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trade
Trade
The updated trade object without the removed tag
Example 
import { removeTagFromTrade } from '@/server/trades'

const trade = await removeTagFromTrade('trade_123', 'scalping')
// Tag 'scalping' is now removed from the trade

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deleteTagFromAllTrades

Delete a tag from all trades belonging to the authenticated user.
server/trades.ts:67
export async function deleteTagFromAllTrades(
  tag: string
): Promise<{ success: boolean }>
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tag
string
required
The tag to delete from all user’s trades
​
success
boolean
Whether the operation completed successfully
Example 
import { deleteTagFromAllTrades } from '@/server/trades'

const result = await deleteTagFromAllTrades('old-strategy')
if (result.success) {
  console.log('Tag removed from all trades')
}

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addTagsToTradesForDay

Add multiple tags to all trades on a specific date.
server/trades.ts:138
export async function addTagsToTradesForDay(
  date: string,
  tags: string[]
): Promise<{ success: boolean; tradesUpdated: number }>
​
date
string
required
Date in ‘YYYY-MM-DD’ format
​
tags
string[]
required
Array of tags to add
​
success
boolean
Whether the operation completed successfully
​
tradesUpdated
number
Number of trades that were updated
Example 
import { addTagsToTradesForDay } from '@/server/trades'

const result = await addTagsToTradesForDay(
  '2024-03-15',
  ['high-volatility', 'news-event']
)

console.log(`Updated ${result.tradesUpdated} trades`)
This function finds trades where either the entry date or close date falls on the specified date.

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Image Management

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updateTradeImage

Update chart images for one or more trades.
server/trades.ts:104
export async function updateTradeImage(
  tradeIds: string[],
  imageData: string | null,
  field: 'imageBase64' | 'imageBase64Second' = 'imageBase64'
): Promise<Trade[]>
​
tradeIds
string[]
required
Array of trade IDs to update
​
imageData
string | null
required
Base64 image data or URL (null to remove image)
​
field
string
default:"imageBase64"
Which image field to update (primary or secondary)
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trades
Trade[]
Array of updated trade objects
Example 
import { updateTradeImage } from '@/server/trades'

// Add primary chart image to multiple trades
const trades = await updateTradeImage(
  ['trade_123', 'trade_456'],
  'data:image/png;base64,iVBORw0KGg...', // Base64 image
  'imageBase64'
)

// Add secondary chart image
await updateTradeImage(
  ['trade_123'],
  'https://example.com/chart.png', // URL
  'imageBase64Second'
)

// Remove image
await updateTradeImage(['trade_123'], null)
You can update multiple trades at once with the same image, which is useful for grouped trades or multiple positions in the same instrument.

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Trade Filtering by Date

When using addTagsToTradesForDay, the function searches for trades in two ways:
  1. Entry Date Match: Trades that were opened on the specified date
  2. Close Date Match: Trades that were closed on the specified date
This ensures that all trades active on a given day are tagged, regardless of when they were opened or closed. Example Use Case 
import { addTagsToTradesForDay } from '@/server/trades'

// Tag all trades from a specific trading session
await addTagsToTradesForDay(
  '2024-03-15',
  ['NFP-day', 'high-volatility']
)

// This will tag:
// - Trades opened on March 15
// - Trades closed on March 15
// - Even if some were opened earlier or closed later

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Error Handling

All trade functions include error handling and will throw errors that should be caught: 
import { addTagToTrade } from '@/server/trades'

try {
  await addTagToTrade('invalid_id', 'test')
} catch (error) {
  if (error.message === 'Trade not found') {
    // Handle missing trade
  } else {
    // Handle other errors
  }
}

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Cache Revalidation

All mutation operations automatically revalidate the home page cache: 
// After updating trades
revalidatePath('/')
This ensures the UI reflects changes immediately after operations complete.

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Database Cleanup

Functions that perform database operations include cleanup in finally blocks: 
try {
  // Database operations
} catch (error) {
  console.error('Failed:', error)
  throw error
} finally {
  await prisma.$disconnect()
}

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Best Practices

Instead of calling addTagToTrade multiple times, use addTagsToTradesForDay or updateTradeImage with multiple trade IDs for better performance.
// Good: Single call for multiple trades
await updateTradeImage(
  ['trade_1', 'trade_2', 'trade_3'],
  imageData
)

// Avoid: Multiple individual calls
// await updateTradeImage(['trade_1'], imageData)
// await updateTradeImage(['trade_2'], imageData)
// await updateTradeImage(['trade_3'], imageData)
While the functions use authenticated user IDs, always verify trades belong to the user before operations:
const userId = await getUserId()
const trade = await prisma.trade.findFirst({
  where: { id: tradeId, userId }
})

if (!trade) {
  throw new Error('Trade not found or access denied')
}
The addTagsToTradesForDay function automatically handles duplicate tags:
// Creates Set to ensure uniqueness
tags: {
  set: Array.from(new Set([...trade.tags, ...tags]))
}

Account Management

Manage trading accounts and calculate metrics

Authentication

User authentication and session management

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