phase-7: code restructure

2026-06-05 22:05:55 -04:00
parent 69d13c3dbe
commit 73db0fe7a8
108 changed files with 8931 additions and 3434 deletions
@@ -0,0 +1,30 @@
+import type { FastifyInstance, FastifyRequest, FastifyReply } from 'fastify';
+import type { LLMAnalyst } from '../services/LLMAnalyst';
+import { CatalystAnalyst } from '../services/CatalystAnalyst';
+import { analyzeSchema } from '../types/schemas';
+
+export class AnalyzeController {
+  constructor(
+    private readonly catalyst: CatalystAnalyst,
+    private readonly llm: LLMAnalyst,
+  ) {}
+
+  register(app: FastifyInstance): void {
+    app.post('/api/analyze', { schema: analyzeSchema }, this.analyze.bind(this));
+  }
+
+  private async analyze(req: FastifyRequest, reply: FastifyReply) {
+    if (!this.llm.isAvailable) {
+      return reply.code(400).send({ error: 'ANTHROPIC_API_KEY is not set in .env' });
+    }
+
+    const tickers = (req.body as { tickers: string[] }).tickers.map((t) => t.toUpperCase());
+
+    const stories = await this.catalyst.fetchStoriesForTickers(tickers);
+    if (!stories.length) return reply.code(200).send({ analysis: null, reason: 'no_stories' });
+
+    const { tickerFrequency } = CatalystAnalyst.rankTickers(stories);
+    const analysis = await this.llm.analyze(stories, tickers, tickerFrequency);
+    return { analysis };
+  }
+}
@@ -0,0 +1,172 @@
+import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
+import { YahooFinanceClient } from '../clients/YahooFinanceClient';
+import { MarketCallRepository } from '../repositories/MarketCallRepository';
+import { ScreenerEngine } from '../services/index';
+import type { SnapshotEntry } from '../types';
+import { callSchema } from '../types/schemas';
+import { chunkArray } from '../utils/Chunker';
+
+export class CallsController {
+  constructor(
+    private readonly repo: MarketCallRepository,
+    private readonly engine: ScreenerEngine,
+    private readonly yahoo: YahooFinanceClient,
+  ) {}
+
+  private static toSnapshot(r: any): SnapshotEntry | null {
+    if (!r) return null;
+    const m = r.asset?.displayMetrics ?? r.asset?.getDisplayMetrics?.() ?? {};
+    return {
+      price: r.asset?.currentPrice ?? null,
+      signal: r.signal ?? null,
+      inflatedVerdict: r.inflated?.label ?? null,
+      fundamentalVerdict: r.fundamental?.label ?? null,
+      pe: m['P/E'] ?? null,
+      roe: m['ROE%'] ?? null,
+      fcf: m['FCF Yld%'] ?? null,
+    };
+  }
+
+  register(app: FastifyInstance): void {
+    app.get('/api/calls', this.list.bind(this));
+    app.get('/api/calls/calendar', this.calendar.bind(this));
+    app.get('/api/calls/:id', this.get.bind(this));
+    app.post('/api/calls', { schema: callSchema }, this.create.bind(this));
+    app.delete('/api/calls/:id', this.remove.bind(this));
+  }
+
+  private async list() {
+    return { calls: this.repo.list() };
+  }
+
+  private async get(req: FastifyRequest, reply: FastifyReply) {
+    const call = this.repo.get((req.params as { id: string }).id);
+    if (!call) return reply.code(404).send({ error: 'Call not found' });
+
+    const current: Record<string, SnapshotEntry | null> = {};
+    if (call.tickers.length > 0) {
+      try {
+        const results = await this.engine.screenTickers(call.tickers);
+        for (const r of [...results.STOCK, ...results.ETF, ...results.BOND]) {
+          current[r.asset.ticker] = CallsController.toSnapshot(r);
+        }
+      } catch {
+        /* non-fatal */
+      }
+    }
+    return { ...call, current };
+  }
+
+  private async create(req: FastifyRequest, reply: FastifyReply) {
+    const { title, quarter, date, thesis, tickers } = req.body as {
+      title: string;
+      quarter: string;
+      date?: string;
+      thesis: string;
+      tickers: string[];
+    };
+    const upperTickers = tickers.map((t) => t.toUpperCase());
+
+    const snapshot: Record<string, SnapshotEntry | null> = {};
+    try {
+      const results = await this.engine.screenTickers(upperTickers);
+      for (const r of [...results.STOCK, ...results.ETF, ...results.BOND]) {
+        snapshot[r.asset.ticker] = CallsController.toSnapshot(r);
+      }
+    } catch (err) {
+      req.log.warn(`Could not snapshot prices for market call: ${(err as Error).message}`);
+    }
+
+    const call = this.repo.create({
+      title,
+      quarter,
+      date,
+      thesis,
+      tickers: upperTickers,
+      snapshot: snapshot as any,
+    });
+    return reply.code(201).send(call);
+  }
+
+  private async remove(req: FastifyRequest, reply: FastifyReply) {
+    const deleted = this.repo.delete((req.params as { id: string }).id);
+    if (!deleted) return reply.code(404).send({ error: 'Call not found' });
+    return { ok: true };
+  }
+
+  private async calendar(req: FastifyRequest) {
+    let tickers: string[];
+    if ((req.query as any).tickers) {
+      tickers = String((req.query as any).tickers)
+        .split(',')
+        .map((t) => t.trim().toUpperCase())
+        .filter(Boolean);
+    } else {
+      const set = new Set(this.repo.list().flatMap((c) => c.tickers));
+      tickers = [...set];
+    }
+
+    if (tickers.length === 0) return { events: [] };
+
+    const results: Record<string, any> = {};
+    for (const batch of chunkArray(tickers, 5)) {
+      await Promise.all(
+        batch.map(async (ticker) => {
+          const cal = await this.yahoo.fetchCalendarEvents(ticker);
+          if (cal) results[ticker] = cal;
+        }),
+      );
+      await new Promise<void>((r) => setTimeout(r, 500));
+    }
+
+    const events: any[] = [];
+    const now = Date.now();
+
+    for (const [ticker, cal] of Object.entries(results)) {
+      for (const dateVal of cal.earnings?.earningsDate ?? []) {
+        const d = new Date(dateVal as string);
+        events.push({
+          ticker,
+          type: 'earnings',
+          date: d.toISOString().slice(0, 10),
+          label: 'Earnings',
+          detail: cal.earnings.isEarningsDateEstimate ? 'Estimated' : 'Confirmed',
+          epsEstimate: cal.earnings.earningsAverage ?? null,
+          revEstimate: cal.earnings.revenueAverage ?? null,
+          isPast: d.getTime() < now,
+        });
+      }
+      if (cal.exDividendDate) {
+        const d = new Date(cal.exDividendDate);
+        events.push({
+          ticker,
+          type: 'exdividend',
+          date: d.toISOString().slice(0, 10),
+          label: 'Ex-Dividend',
+          detail: null,
+          isPast: d.getTime() < now,
+        });
+      }
+      if (cal.dividendDate) {
+        const d = new Date(cal.dividendDate);
+        events.push({
+          ticker,
+          type: 'dividend',
+          date: d.toISOString().slice(0, 10),
+          label: 'Dividend',
+          detail: null,
+          isPast: d.getTime() < now,
+        });
+      }
+    }
+
+    events.sort((a, b) => {
+      if (a.isPast !== b.isPast) return a.isPast ? 1 : -1;
+      return a.isPast
+        ? new Date(b.date).getTime() - new Date(a.date).getTime()
+        : new Date(a.date).getTime() - new Date(b.date).getTime();
+    });
+
+    return { events, tickers };
+  }
+}
@@ -0,0 +1,75 @@
+import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
+import { SimpleFINClient } from '../clients/SimpleFINClient';
+import { PortfolioRepository } from '../repositories/PortfolioRepository';
+import { PersonalFinanceAnalyzer, PortfolioAdvisor, ScreenerEngine } from '../services/index';
+import type { PortfolioHolding } from '../types';
+import { holdingSchema } from '../types/schemas';
+import { noopLogger } from '../utils/logger';
+
+export class FinanceController {
+  constructor(
+    private readonly engine: ScreenerEngine,
+    private readonly repo: PortfolioRepository,
+  ) {}
+
+  private static normalizeYahoo(ticker: string): string {
+    return ticker.toUpperCase().replace(/\./g, '-');
+  }
+
+  register(app: FastifyInstance): void {
+    app.get('/api/finance/portfolio', this.portfolio.bind(this));
+    app.post('/api/finance/holdings', { schema: holdingSchema }, this.addHolding.bind(this));
+    app.delete('/api/finance/holdings/:ticker', this.removeHolding.bind(this));
+    app.get('/api/finance/market-context', this.marketContext.bind(this));
+  }
+
+  private async portfolio(_req: FastifyRequest, reply: FastifyReply) {
+    if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
+
+    const { holdings } = this.repo.read();
+
+    let personalFinance = null;
+    if (process.env.SIMPLEFIN_ACCESS_URL) {
+      const client = new SimpleFINClient({ logger: noopLogger });
+      const { accounts } = await client.getAccounts();
+      personalFinance = new PersonalFinanceAnalyzer().analyze(accounts);
+    }
+
+    const screenable = holdings
+      .filter((h) => (h.type ?? 'stock') !== 'crypto')
+      .map((h) => FinanceController.normalizeYahoo(h.ticker));
+
+    const results =
+      screenable.length > 0
+        ? await this.engine.screenTickers(screenable)
+        : { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} as any };
+
+    const advice = await new PortfolioAdvisor().advise(holdings, results);
+    return { advice, personalFinance, marketContext: results.marketContext };
+  }
+
+  private async addHolding(req: FastifyRequest, reply: FastifyReply) {
+    const {
+      ticker,
+      shares,
+      costBasis = 0,
+      type = 'stock',
+      source = 'Manual',
+    } = req.body as PortfolioHolding;
+    const entry = this.repo.upsert({ ticker, shares, costBasis, type, source });
+    return reply.code(201).send(entry);
+  }
+
+  private async removeHolding(req: FastifyRequest, reply: FastifyReply) {
+    const ticker = (req.params as { ticker: string }).ticker.toUpperCase();
+    if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
+
+    const removed = this.repo.remove(ticker);
+    if (!removed) return reply.code(404).send({ error: 'Holding not found' });
+    return { ok: true };
+  }
+
+  private async marketContext() {
+    return this.engine.getMarketContext();
+  }
+}
@@ -0,0 +1,44 @@
+import type { FastifyInstance, FastifyRequest } from 'fastify';
+import { ScreenerEngine, CatalystAnalyst } from '../services/index';
+import { noopLogger } from '../utils/logger';
+import type { LiveAssetResult } from '../types';
+import { screenSchema } from '../types/schemas';
+
+export class ScreenerController {
+  constructor(private readonly engine: ScreenerEngine) {}
+
+  register(app: FastifyInstance): void {
+    app.post('/api/screen', { schema: screenSchema }, this.screen.bind(this));
+    app.get('/api/screen/catalysts', this.catalysts.bind(this));
+  }
+
+  private static serializeAssets(arr: LiveAssetResult[]) {
+    return arr.map((r) => ({
+      ...r,
+      asset: {
+        ticker: r.asset.ticker,
+        type: r.asset.type,
+        currentPrice: r.asset.currentPrice,
+        metrics: r.asset.metrics,
+        displayMetrics: r.asset.getDisplayMetrics(),
+      },
+    }));
+  }
+
+  private async screen(req: FastifyRequest) {
+    const tickers = (req.body as { tickers: string[] }).tickers.map((t) => t.toUpperCase());
+    const results = await this.engine.screenTickers(tickers);
+    return {
+      ...results,
+      STOCK: ScreenerController.serializeAssets(results.STOCK as LiveAssetResult[]),
+      ETF: ScreenerController.serializeAssets(results.ETF as LiveAssetResult[]),
+      BOND: ScreenerController.serializeAssets(results.BOND as LiveAssetResult[]),
+    };
+  }
+
+  private async catalysts() {
+    const catalyst = new CatalystAnalyst({ logger: noopLogger });
+    const { tickers, stories } = await catalyst.run();
+    return { tickers, stories };
+  }
+}