phase-7_alpha: legacy code cleanup
This commit is contained in:
Kazuma
@@ -1,85 +0,0 @@
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/**
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* bin/finance.ts — Personal Finance CLI
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*/
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import 'dotenv/config';
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import { existsSync, readFileSync } from 'fs';
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import { SimpleFINClient, saveAccessUrlToEnv } from '../server/clients/SimpleFINClient';
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import { FinanceReporter } from '../server/reporters/FinanceReporter';
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import { PersonalFinanceAnalyzer } from '../server/services/PersonalFinanceAnalyzer';
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import { PortfolioAdvisor } from '../server/services/PortfolioAdvisor';
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import { ScreenerEngine } from '../server/services/ScreenerEngine';
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import type { PortfolioHolding } from '../server/types';
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const PORTFOLIO_PATH = './portfolio.json';
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async function main(): Promise<void> {
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if (!existsSync(PORTFOLIO_PATH))
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throw new Error('portfolio.json not found — edit it with your holdings and re-run.');
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const { holdings } = JSON.parse(readFileSync(PORTFOLIO_PATH, 'utf8')) as {
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holdings: PortfolioHolding[];
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};
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const byType = holdings.reduce<Record<string, number>>((acc, h) => {
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const t = h.type ?? 'stock';
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acc[t] = (acc[t] ?? 0) + 1;
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return acc;
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}, {});
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console.log(
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`📋 Portfolio: ${holdings.length} positions — ${Object.entries(byType)
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.map(([t, n]) => `${n} ${t}`)
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.join(', ')}\n`,
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);
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// ── SimpleFIN accounts (optional)
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let personalFinance = null;
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if (process.env.SIMPLEFIN_ACCESS_URL || process.env.SIMPLEFIN_SETUP_TOKEN) {
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try {
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process.stdout.write('💰 Fetching SimpleFIN accounts...');
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const client = new SimpleFINClient({ onAccessUrlClaimed: saveAccessUrlToEnv });
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await client.init();
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const { accounts } = await client.getAccounts();
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personalFinance = new PersonalFinanceAnalyzer().analyze(accounts);
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process.stdout.write(` ${accounts.length} accounts loaded\n`);
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} catch (err) {
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process.stdout.write(` skipped — ${(err as Error).message}\n`);
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}
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} else {
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console.log('ℹ Add SIMPLEFIN_SETUP_TOKEN to .env for account balances & spending data\n');
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}
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// ── Screen stocks & ETFs
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const screenableTickers = holdings
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.filter((h) => (h.type ?? 'stock') !== 'crypto')
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.map((h) => h.ticker.toUpperCase());
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let results = {
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STOCK: [] as any[],
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ETF: [] as any[],
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BOND: [] as any[],
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ERROR: [] as any[],
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marketContext: {} as any,
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};
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if (screenableTickers.length > 0) {
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process.stdout.write(`📊 Screening ${screenableTickers.length} stock/ETF positions...`);
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results = (await new ScreenerEngine().screenTickers(screenableTickers)) as any;
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process.stdout.write(' done\n');
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}
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process.stdout.write('💡 Generating portfolio advice...');
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const advice = await new PortfolioAdvisor().advise(holdings, results);
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process.stdout.write(' done\n');
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const reportPath = new FinanceReporter().generate(
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advice as any,
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personalFinance,
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results.marketContext,
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);
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console.log(`\n✅ Finance report: ${reportPath}\n`);
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}
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main().catch((err) => {
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console.error('Failed:', (err as Error).message);
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process.exit(1);
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});
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@@ -1,84 +0,0 @@
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/**
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* bin/screen.ts — Market Screener CLI
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*
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* Fetches today's catalyst tickers from Yahoo Finance news,
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* screens them under both Market-Adjusted and Fundamental lenses,
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* and saves a full HTML report.
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*
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* Usage:
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* npm start → Yahoo news → catalyst tickers → screen
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* npm start -- watch → default watchlist
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* npm start -- AAPL MSFT VOO → specific tickers
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*/
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import 'dotenv/config';
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import { CatalystAnalyst } from '../server/services/CatalystAnalyst';
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import { ScreenerEngine } from '../server/services/ScreenerEngine';
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import { HtmlReporter } from '../server/reporters/HtmlReporter';
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const DEFAULT_WATCHLIST: string[] = [
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'PLTR',
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'AAPL',
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'MSFT',
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'TSLA',
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'O',
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'VOO',
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'QQQ',
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'BND',
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'LQD',
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'TLT',
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'IEF',
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'SHY',
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'GOVT',
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'AGG',
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'MUB',
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];
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async function main(): Promise<void> {
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const args = process.argv.slice(2);
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let tickers: string[] = [];
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if (args.length > 0 && args[0] !== 'watch') {
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tickers = args.map((t) => t.toUpperCase());
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console.log(`📋 Screening: ${tickers.join(', ')}\n`);
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} else if (args[0] === 'watch') {
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tickers = DEFAULT_WATCHLIST;
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console.log(`📋 Screening default watchlist (${tickers.length} tickers)\n`);
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} else {
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try {
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const { tickers: newsTickers, stories } = await new CatalystAnalyst().run();
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if (newsTickers.length === 0) {
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console.warn("⚠ No tickers in today's news — using default watchlist\n");
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tickers = DEFAULT_WATCHLIST;
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} else {
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tickers = newsTickers;
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console.log("\n📰 Stories driving today's screen:");
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stories.slice(0, 5).forEach((s) => {
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const tags = s.tickers.slice(0, 3).join(', ');
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console.log(` • ${s.title}${tags ? ` [${tags}]` : ''}`);
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});
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console.log(`\n📋 Tickers: ${tickers.join(', ')}\n`);
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}
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} catch (err) {
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console.warn(
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`⚠ Catalyst analysis failed (${(err as Error).message}) — using default watchlist\n`,
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);
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tickers = DEFAULT_WATCHLIST;
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}
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}
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try {
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const { STOCK, ETF, BOND, ERROR, marketContext } =
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await new ScreenerEngine().screenWithProgress(tickers);
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const reportPath = new HtmlReporter().generate(
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{ STOCK, ETF, BOND, ERROR } as any,
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marketContext,
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);
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console.log(`\n✅ Done — report saved to: ${reportPath}\n`);
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} catch (err) {
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console.error('Screener failed:', (err as Error).message);
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process.exit(1);
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}
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}
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main().catch(console.error);
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