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phase-8:server code enhancements.

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Kazuma
2026-06-05 22:44:04 -04:00
parent 617703e91d
commit bd373ab69b
15 changed files with 781 additions and 94 deletions
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server/services/CatalystAnalyst.ts
+2 -2
View File
@@ -21,7 +21,7 @@ export class CatalystAnalyst {
async run(): Promise<CatalystResult> {
this.logger.write('🔍 Fetching market news...');
const rawStories = await this._fetchNews();
const rawStories = await this.fetchNews();
if (!rawStories.length) {
this.logger.write(' ⚠ all news queries failed — check network or Yahoo rate limit\n');
@@ -67,7 +67,7 @@ export class CatalystAnalyst {
}));
}
private async _fetchNews(): Promise<YahooNewsItem[]> {
private async fetchNews(): Promise<YahooNewsItem[]> {
const seen = new Map<string, YahooNewsItem>();
let successCount = 0;
for (const query of CatalystAnalyst.NEWS_QUERIES) {
server/services/MarketRegime.ts
+6 -6
View File
@@ -20,13 +20,13 @@ export class MarketRegime {
}
getInflatedOverrides(type: AssetType, sector?: string): InflatedOverrides {
if (type === ASSET_TYPE.STOCK) return this._stock(sector);
if (type === ASSET_TYPE.ETF) return this._etf();
if (type === ASSET_TYPE.BOND) return this._bond();
if (type === ASSET_TYPE.STOCK) return this.stock(sector);
if (type === ASSET_TYPE.ETF) return this.etf();
if (type === ASSET_TYPE.BOND) return this.bond();
return { gates: {}, thresholds: {} };
}
private _stock(sector?: string): InflatedOverrides {
private stock(sector?: string): InflatedOverrides {
if (sector === SECTOR.REIT) {
return {
gates: {},
@@ -55,11 +55,11 @@ export class MarketRegime {
};
}
private _etf(): InflatedOverrides {
private etf(): InflatedOverrides {
return { gates: { maxExpenseRatio: 0.75 }, thresholds: { minYield: 0.5 } };
}
private _bond(): InflatedOverrides {
private bond(): InflatedOverrides {
const spreadMultiplier = this.rateRegime === REGIME.HIGH ? 0.9 : 0.8;
return {
gates: {},
server/services/PortfolioAdvisor.ts
+15 -17
View File
@@ -25,7 +25,7 @@ export class PortfolioAdvisor {
resultMap[t.replace(/\./g, '-')] = r;
}
const cryptoPrices = await this._cryptoPrices(holdings.filter((h) => h.type === 'crypto'));
const cryptoPrices = await this.cryptoPrices(holdings.filter((h) => h.type === 'crypto'));
return holdings.map((holding) => {
const type = (holding.type ?? 'stock').toLowerCase();
@@ -36,35 +36,35 @@ export class PortfolioAdvisor {
: (resultMap[holding.ticker.toUpperCase()]?.asset?.currentPrice ?? null);
return type === 'crypto'
? this._row(holding, price, source, '—', '—', '—', this._cryptoAdvice(holding, price))
: this._stockRow(holding, price, source, resultMap[holding.ticker.toUpperCase()]);
? this.row(holding, price, source, '—', '—', '—', this.cryptoAdvice(holding, price))
: this.stockRow(holding, price, source, resultMap[holding.ticker.toUpperCase()]);
});
}
private _stockRow(
private stockRow(
holding: PortfolioHolding,
price: number | null,
source: string,
result: AssetResult | undefined,
): AdviceRow {
if (!result) {
return this._row(holding, price, source, '—', '—', '—', {
return this.row(holding, price, source, '—', '—', '—', {
action: '⚪ Not screened',
reason: 'No screener data available — Yahoo Finance may not support this ticker.',
});
}
return this._row(
return this.row(
holding,
price,
source,
result.signal,
result.inflated.label,
result.fundamental.label,
this._advice(result.signal, holding, price),
this.advice(result.signal, holding, price),
);
}
private _row(
private row(
holding: PortfolioHolding,
currentPrice: number | null,
source: string,
@@ -73,7 +73,7 @@ export class PortfolioAdvisor {
fundamental: string,
{ action, reason }: AdviceOutput,
): AdviceRow {
const { marketValue, totalCost, gainLossPct } = this._position(holding, currentPrice);
const { marketValue, totalCost, gainLossPct } = this.position(holding, currentPrice);
return {
ticker: holding.ticker,
type: holding.type ?? 'stock',
@@ -92,7 +92,7 @@ export class PortfolioAdvisor {
};
}
private _position(holding: PortfolioHolding, currentPrice: number | null): PositionCalc {
private position(holding: PortfolioHolding, currentPrice: number | null): PositionCalc {
return {
totalCost: (holding.costBasis * holding.shares).toFixed(2),
marketValue: currentPrice != null ? (currentPrice * holding.shares).toFixed(2) : null,
@@ -103,8 +103,8 @@ export class PortfolioAdvisor {
};
}
private _cryptoAdvice(holding: PortfolioHolding, price: number | null): AdviceOutput {
const { gainLossPct } = this._position(holding, price);
private cryptoAdvice(holding: PortfolioHolding, price: number | null): AdviceOutput {
const { gainLossPct } = this.position(holding, price);
const g = parseFloat(gainLossPct ?? 'NaN');
if (gainLossPct == null)
return {
@@ -127,8 +127,8 @@ export class PortfolioAdvisor {
};
}
private _advice(signal: Signal, holding: PortfolioHolding, price: number | null): AdviceOutput {
const { gainLossPct } = this._position(holding, price);
private advice(signal: Signal, holding: PortfolioHolding, price: number | null): AdviceOutput {
const { gainLossPct } = this.position(holding, price);
const gain = parseFloat(gainLossPct ?? '0');
switch (signal) {
case SIGNAL.STRONG_BUY:
@@ -164,9 +164,7 @@ export class PortfolioAdvisor {
}
}
private async _cryptoPrices(
holdings: PortfolioHolding[],
): Promise<Record<string, number | null>> {
private async cryptoPrices(holdings: PortfolioHolding[]): Promise<Record<string, number | null>> {
const prices: Record<string, number | null> = {};
for (const h of holdings) {
try {
server/services/ScreenerEngine.ts
+24 -24
View File
@@ -44,24 +44,24 @@ export class ScreenerEngine {
}
async screenTickers(tickers: string[]): Promise<ScreenerResult> {
return this._screenInternal(tickers, false);
return this.screenInternal(tickers, false);
}
async screenWithProgress(tickers: string[]): Promise<ScreenerResult> {
return this._screenInternal(tickers, true);
return this.screenInternal(tickers, true);
}
private async _screenInternal(tickers: string[], showProgress: boolean): Promise<ScreenerResult> {
const marketContext = await this._fetchMarketContext(showProgress);
const results = this._initializeResults();
private async screenInternal(tickers: string[], showProgress: boolean): Promise<ScreenerResult> {
const marketContext = await this.fetchMarketContext(showProgress);
const results = this.initializeResults();
const chunks = chunkArray(tickers, ScreenerEngine.BATCH_SIZE);
let processed = 0;
for (const chunk of chunks) {
await this._processBatch(chunk, marketContext, results);
await this.processBatch(chunk, marketContext, results);
processed += chunk.length;
this._logProgress(showProgress, processed, tickers.length);
await this._rateLimitDelay();
this.logProgress(showProgress, processed, tickers.length);
await this.rateLimitDelay();
}
if (showProgress) {
@@ -71,7 +71,7 @@ export class ScreenerEngine {
return { ...results, marketContext };
}
private async _fetchMarketContext(showProgress: boolean): Promise<MarketContext> {
private async fetchMarketContext(showProgress: boolean): Promise<MarketContext> {
if (showProgress) {
this.logger.write('⏳ Fetching market context...');
}
@@ -82,30 +82,30 @@ export class ScreenerEngine {
return context;
}
private _initializeResults(): Omit<ScreenerResult, 'marketContext'> {
private initializeResults(): Omit<ScreenerResult, 'marketContext'> {
return { STOCK: [], ETF: [], BOND: [], ERROR: [] };
}
private async _processBatch(
private async processBatch(
tickers: string[],
marketContext: MarketContext,
results: Omit<ScreenerResult, 'marketContext'>,
): Promise<void> {
const batch = await Promise.all(tickers.map((t) => this._fetch(t)));
batch.forEach((data) => this._process(data, marketContext, results));
const batch = await Promise.all(tickers.map((t) => this.fetch(t)));
batch.forEach((data) => this.process(data, marketContext, results));
}
private _logProgress(showProgress: boolean, processed: number, total: number): void {
private logProgress(showProgress: boolean, processed: number, total: number): void {
if (showProgress) {
this.logger.write(`\r⏳ Screening tickers... ${processed}/${total}`);
}
}
private async _rateLimitDelay(): Promise<void> {
private async rateLimitDelay(): Promise<void> {
await new Promise<void>((r) => setTimeout(r, ScreenerEngine.BATCH_DELAY_MS));
}
private async _fetch(ticker: string): Promise<MappedData | ErrorResult> {
private async fetch(ticker: string): Promise<MappedData | ErrorResult> {
try {
const summary = await this.client.fetchSummary(ticker);
if (!summary?.price) throw new Error('Empty response from Yahoo');
@@ -115,7 +115,7 @@ export class ScreenerEngine {
}
}
private _process(
private process(
data: MappedData | ErrorResult,
marketContext: MarketContext,
results: Omit<ScreenerResult, 'marketContext'>,
@@ -127,15 +127,15 @@ export class ScreenerEngine {
}
try {
const asset = this._buildAsset(data as MappedData);
const fundamental = this._score(asset, marketContext, SCORE_MODE.FUNDAMENTAL);
const inflated = this._score(asset, marketContext, SCORE_MODE.INFLATED);
const asset = this.buildAsset(data as MappedData);
const fundamental = this.score(asset, marketContext, SCORE_MODE.FUNDAMENTAL);
const inflated = this.score(asset, marketContext, SCORE_MODE.INFLATED);
(results[asset.type as AssetType] as unknown[]).push({
asset,
fundamental,
inflated,
signal: this._signal(fundamental.label, inflated.label),
signal: this.signal(fundamental.label, inflated.label),
});
} catch (err) {
results.ERROR.push({
@@ -147,7 +147,7 @@ export class ScreenerEngine {
// Typed scorer dispatch — instanceof narrows the asset so each scorer receives
// its exact metrics type. No `as never` or unsafe casts required.
private _score(
private score(
asset: Stock | Etf | Bond,
marketContext: MarketContext,
mode: string,
@@ -165,7 +165,7 @@ export class ScreenerEngine {
throw new Error('No scorer for unknown asset type');
}
private _buildAsset(data: Record<string, unknown>): Stock | Etf | Bond {
private buildAsset(data: Record<string, unknown>): Stock | Etf | Bond {
switch (((data.type as string) || ASSET_TYPE.STOCK).toUpperCase()) {
case ASSET_TYPE.BOND:
return new Bond(data as BondData);
@@ -176,7 +176,7 @@ export class ScreenerEngine {
}
}
private _signal(fundamentalLabel: string, inflatedLabel: string): Signal {
private signal(fundamentalLabel: string, inflatedLabel: string): Signal {
const green = (l: string) => l.startsWith('🟢');
const yellow = (l: string) => l.startsWith('🟡');
if (green(fundamentalLabel)) return SIGNAL.STRONG_BUY;