phase-9: domain-driven architecture complete
- Restructured server layer with 5 domains: shared, screener, portfolio, calls, finance - Migrated 58 TypeScript files to domain-driven structure - Updated CLAUDE.md with new architecture documentation - Added .gitignore rules for .md files (except CLAUDE.md) - Removed unused CatalystAnalyst import from app.ts - Fixed lint errors: removed unused imports, fixed regex escape, added console suppressions - Verified no sensitive data in git history - Server code compiles cleanly with TypeScript strict mode
This commit is contained in:
Sai Kiran Vella
committed by
saikiranvella
saikiranvella
parent
c7e39c3e4e
commit
c388b6d83c
@@ -0,0 +1,31 @@
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import Anthropic from '@anthropic-ai/sdk';
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/**
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* Thin wrapper around the Anthropic SDK.
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* Handles initialisation and raw message completion only —
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* prompt construction and response parsing stay in LLMAnalyst (service layer).
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*/
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export class AnthropicClient {
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private client: Anthropic | null;
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constructor() {
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this.client = process.env.ANTHROPIC_API_KEY
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? new Anthropic({ apiKey: process.env.ANTHROPIC_API_KEY })
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: null;
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}
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get isAvailable(): boolean {
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return this.client !== null;
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}
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async complete(system: string, userMessage: string): Promise<string | null> {
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if (!this.client) return null;
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const response = await this.client.messages.create({
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model: 'claude-haiku-4-5',
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max_tokens: 1024,
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system,
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messages: [{ role: 'user', content: userMessage }],
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});
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return (response.content[0] as { text?: string })?.text ?? null;
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}
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}
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@@ -0,0 +1,168 @@
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import fs from 'fs';
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import https from 'https';
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import http from 'http';
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import type { Logger, GetAccountsOptions, SimpleFINData, SimpleFINOptions } from '../types';
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export class SimpleFINClient {
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private accessUrl: string | null;
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private logger: Logger;
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private onAccessUrlClaimed: ((_url: string) => Promise<void> | void) | null;
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constructor({ logger, onAccessUrlClaimed }: SimpleFINOptions = {}) {
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this.accessUrl = null;
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// eslint-disable-next-line no-console
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this.logger = logger ?? {
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write: (msg) => process.stdout.write(msg),
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log: (...args) => console.log(...args),
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warn: (...args) => console.warn(...args),
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};
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this.onAccessUrlClaimed = onAccessUrlClaimed ?? null;
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}
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async init(): Promise<void> {
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if (process.env.SIMPLEFIN_ACCESS_URL) {
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this.accessUrl = process.env.SIMPLEFIN_ACCESS_URL.replace(/\/$/, '');
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return;
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}
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if (process.env.SIMPLEFIN_SETUP_TOKEN) {
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this.accessUrl = await this.claimAccessUrl(process.env.SIMPLEFIN_SETUP_TOKEN);
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if (this.onAccessUrlClaimed) await this.onAccessUrlClaimed(this.accessUrl);
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return;
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}
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throw new Error(
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'SimpleFIN not configured.\nAdd to .env:\n SIMPLEFIN_SETUP_TOKEN=<your setup token from https://beta-bridge.simplefin.org>\nThe Access URL will be saved automatically on first run.',
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);
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}
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async getAccounts(options: GetAccountsOptions = {}): Promise<SimpleFINData> {
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if (!this.accessUrl) await this.init();
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const startDate = options.startDate ?? this.daysAgo(30);
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const endDate = options.endDate ?? Math.floor(Date.now() / 1000);
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const parsed = new URL(this.accessUrl!);
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const auth = parsed.username
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? 'Basic ' + Buffer.from(`${parsed.username}:${parsed.password}`).toString('base64')
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: null;
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parsed.username = '';
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parsed.password = '';
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const cleanBase = parsed.toString().replace(/\/$/, '');
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const url = `${cleanBase}/accounts?version=2&start-date=${startDate}&end-date=${endDate}`;
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const response = await fetch(url, { headers: auth ? { Authorization: auth } : {} });
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if (!response.ok) {
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throw new Error(`SimpleFIN error ${response.status}: ${await response.text()}`);
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}
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const data = (await response.json()) as { accounts?: unknown[]; errors?: string[] };
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if (data.errors?.length) {
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data.errors.forEach((e) => this.logger.warn(` ⚠ SimpleFIN: ${e}`));
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}
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return this.normalise(data as { accounts: unknown[]; errors: string[] });
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}
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private async claimAccessUrl(setupToken: string): Promise<string> {
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const claimUrl = Buffer.from(setupToken.trim(), 'base64').toString('utf8').trim();
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this.logger.write(`\n🔑 Claiming SimpleFIN access URL...\n → ${claimUrl}\n`);
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const accessUrl = await this.post(claimUrl);
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if (!accessUrl || !accessUrl.startsWith('http')) {
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throw new Error(
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`Unexpected response from SimpleFIN: "${accessUrl}"\nSetup tokens are one-time use — if already claimed, generate a new one at https://beta-bridge.simplefin.org`,
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);
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}
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this.logger.write('✅ Access URL received\n');
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return accessUrl.trim();
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}
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private post(url: string): Promise<string> {
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return new Promise((resolve, reject) => {
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const parsed = new URL(url);
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const lib = parsed.protocol === 'https:' ? https : http;
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const options = {
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hostname: parsed.hostname,
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port: parsed.port || (parsed.protocol === 'https:' ? 443 : 80),
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path: parsed.pathname + parsed.search,
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method: 'POST',
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headers: { 'Content-Length': '0', 'Content-Type': 'application/x-www-form-urlencoded' },
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};
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const req = lib.request(options, (res) => {
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let body = '';
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res.on('data', (chunk: string) => {
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body += chunk;
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});
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res.on('end', () => {
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if ((res.statusCode ?? 0) >= 200 && (res.statusCode ?? 0) < 300) resolve(body.trim());
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else reject(new Error(`HTTP ${res.statusCode}: ${body.trim()}`));
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});
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});
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req.on('error', reject);
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req.end();
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});
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}
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private normalise(data: { accounts: unknown[]; errors: string[] }): SimpleFINData {
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const accounts = (data.accounts ?? []).map((acc: any) => ({
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id: acc.id,
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name: acc.name,
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currency: acc.currency ?? 'USD',
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balance: parseFloat(acc.balance) ?? 0,
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balanceDate: new Date(acc['balance-date'] * 1000).toISOString().slice(0, 10),
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org: acc.org?.name ?? 'Unknown',
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type: this.classifyAccount(acc.name),
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transactions: (acc.transactions ?? []).map((tx: any) => ({
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id: tx.id,
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date: new Date(tx.posted * 1000).toISOString().slice(0, 10),
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amount: parseFloat(tx.amount) ?? 0,
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description: tx.description ?? '',
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category: this.categorise(tx.description ?? ''),
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})),
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}));
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return { accounts, errors: data.errors ?? [] };
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}
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private classifyAccount(name: string): string {
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const n = name.toLowerCase();
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if (n.includes('checking') || n.includes('current')) return 'CHECKING';
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if (n.includes('saving')) return 'SAVINGS';
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if (n.includes('credit') || n.includes('card')) return 'CREDIT';
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if (n.includes('invest') || n.includes('brokerage') || n.includes('401k') || n.includes('ira'))
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return 'INVESTMENT';
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if (n.includes('loan') || n.includes('mortgage')) return 'LOAN';
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return 'OTHER';
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}
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private categorise(description: string): string {
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const d = description.toLowerCase();
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if (d.match(/amazon|walmart|target|costco|grocery|whole foods|trader joe/)) return 'Shopping';
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if (d.match(/uber eats|doordash|grubhub|postmates|instacart/)) return 'Delivery';
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if (d.match(/netflix|spotify|apple|disney|hulu|youtube/)) return 'Subscriptions';
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if (d.match(/restaurant|cafe|coffee|starbucks|chipotle|mcdonald/)) return 'Dining';
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if (d.match(/shell|chevron|bp|exxon|fuel|gas station/)) return 'Gas';
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if (d.match(/uber|lyft|transit|mta|bart|metro/)) return 'Transport';
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if (d.match(/rent|mortgage|hoa|property/)) return 'Housing';
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if (d.match(/electric|water|internet|phone|at&t|verizon|comcast/)) return 'Utilities';
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if (d.match(/payroll|salary|direct deposit/)) return 'Income';
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if (d.match(/transfer|zelle|venmo|paypal/)) return 'Transfer';
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return 'Other';
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}
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private daysAgo(n: number): number {
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return Math.floor((Date.now() - n * 24 * 60 * 60 * 1000) / 1000);
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}
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}
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export function saveAccessUrlToEnv(accessUrl: string): void {
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try {
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const existing = fs.existsSync('.env') ? fs.readFileSync('.env', 'utf8') : '';
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if (!existing.includes('SIMPLEFIN_ACCESS_URL')) {
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fs.appendFileSync('.env', `\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`);
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// eslint-disable-next-line no-console
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console.log('✅ Access URL saved to .env — you can remove SIMPLEFIN_SETUP_TOKEN\n');
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}
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} catch {
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// eslint-disable-next-line no-console
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console.log(`\nSave this to .env:\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`);
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}
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}
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@@ -0,0 +1,52 @@
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import YahooFinance from 'yahoo-finance2';
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import type { YahooNewsItem, YahooSearchOptions, YahooFinanceLib } from '../types';
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import { YAHOO_MODULES } from '../config/constants';
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export class YahooFinanceClient {
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private lib: YahooFinanceLib;
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constructor() {
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this.lib = new (YahooFinance as unknown as new (_opts: object) => YahooFinanceLib)({
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suppressNotices: ['yahooSurvey'],
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});
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}
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/** Normalise ticker before hitting Yahoo: BRK.B → BRK-B */
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private static normalise(ticker: string): string {
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return ticker.toUpperCase().replace(/\./g, '-');
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}
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async fetchSummary(ticker: string, retries = 3, backoff = 1000): Promise<any> {
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const normalised = YahooFinanceClient.normalise(ticker);
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for (let attempt = 0; attempt < retries; attempt++) {
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try {
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return await this.lib.quoteSummary(
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normalised,
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{ modules: YAHOO_MODULES },
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{ validateResult: false },
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);
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} catch (error) {
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if (attempt === retries - 1) throw error;
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await new Promise<void>((resolve) => setTimeout(resolve, backoff * (attempt + 1)));
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}
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}
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}
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async fetchCalendarEvents(ticker: string): Promise<any | null> {
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try {
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const result = await this.lib.quoteSummary(
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YahooFinanceClient.normalise(ticker),
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{ modules: ['calendarEvents'] },
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{ validateResult: false },
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);
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return result.calendarEvents ?? null;
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} catch {
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return null;
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}
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}
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async search(query: string, opts: YahooSearchOptions = {}): Promise<YahooNewsItem[]> {
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const { news = [] } = await this.lib.search(query, opts);
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return news;
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}
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}
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