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 +1,222 @@
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import { Asset } from './Asset';
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import { CAP_CATEGORY, GROWTH_CATEGORY } from '../config/constants';
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import type { Sector, CapCategory, GrowthCategory } from '../config/constants';
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import type { StockData, StockMetrics } from '../types/models.model';
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export class Stock extends Asset {
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sector: Sector;
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metrics: StockMetrics;
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constructor(data: StockData) {
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super(data);
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this.sector = this.mapToStandardSector(data);
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this.metrics = {
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sector: this.sector,
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capCategory: this.classifyMarketCap(data.marketCap ?? null),
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growthCategory: this.classifyGrowth(
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data.revenueGrowth ?? null,
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data.earningsGrowth ?? null,
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data.dividendYield ?? null,
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),
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peRatio: data.peRatio ?? null,
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pegRatio: data.pegRatio ?? null,
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priceToBook: data.priceToBook ?? null,
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grossMargin: data.grossMargin ?? null,
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netProfitMargin: data.netProfitMargin ?? null,
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operatingMargin: data.operatingMargin ?? null,
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returnOnEquity: data.returnOnEquity ?? null,
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revenueGrowth: data.revenueGrowth ?? null,
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earningsGrowth: data.earningsGrowth ?? null,
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debtToEquity: data.debtToEquity ?? null,
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quickRatio: data.quickRatio ?? null,
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fcfYield: data.fcfYield ?? null,
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pFFO: data.pFFO ?? null,
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dividendYield: data.dividendYield ?? null,
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beta: data.beta ?? null,
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week52High: data.week52High ?? null,
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week52Low: data.week52Low ?? null,
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week52Change: data.week52Change ?? null,
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week52FromHigh: data.week52FromHigh ?? null,
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week52FromLow: data.week52FromLow ?? null,
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marketCap: data.marketCap ?? null,
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analystRating: data.analystRating ?? null,
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analystTargetPrice: data.analystTargetPrice ?? null,
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analystUpside: data.analystUpside ?? null,
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numberOfAnalysts: data.numberOfAnalysts ?? null,
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dcfIntrinsicValue: data.dcfIntrinsicValue ?? null,
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dcfMarginOfSafety: data.dcfMarginOfSafety ?? null,
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currentPrice: (data.currentPrice as number) || 0,
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};
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}
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// ── Market cap tier classification ──────────────────────────────────────
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// Thresholds follow MSCI/Russell institutional convention.
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classifyMarketCap(marketCap: number | null): CapCategory {
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if (marketCap == null) return CAP_CATEGORY.LARGE; // safe default
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if (marketCap >= 200e9) return CAP_CATEGORY.MEGA;
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if (marketCap >= 10e9) return CAP_CATEGORY.LARGE;
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if (marketCap >= 2e9) return CAP_CATEGORY.MID;
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if (marketCap >= 300e6) return CAP_CATEGORY.SMALL;
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return CAP_CATEGORY.MICRO;
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}
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// ── Growth / style classification ───────────────────────────────────────
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// revenueGrowth and earningsGrowth are in percentage form (e.g. 15 = 15%).
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// dividendYield is also in percentage form (e.g. 3.5 = 3.5%).
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classifyGrowth(
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revenueGrowth: number | null,
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earningsGrowth: number | null,
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dividendYield: number | null,
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): GrowthCategory {
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const rev = revenueGrowth ?? 0;
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const earn = earningsGrowth ?? 0;
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const div = dividendYield ?? 0;
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if (rev < -5) return GROWTH_CATEGORY.DECLINING;
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if (earn < 0 && rev >= 0) return GROWTH_CATEGORY.TURNAROUND;
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if (rev >= 15 || earn >= 20) return GROWTH_CATEGORY.HIGH_GROWTH;
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if (rev >= 5) return GROWTH_CATEGORY.MODERATE_GROWTH;
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if (div >= 3 && rev < 5) return GROWTH_CATEGORY.VALUE;
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return GROWTH_CATEGORY.STABLE;
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}
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mapToStandardSector(data: StockData): Sector {
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const profile = data.assetProfile ?? {};
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const industry = (profile.industry || '').toLowerCase();
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const sector = (profile.sector || '').toLowerCase();
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const combined = `${industry} ${sector}`;
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if (
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combined.includes('technology') ||
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combined.includes('electronic') ||
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combined.includes('semiconductor') ||
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combined.includes('software')
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)
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return 'TECHNOLOGY';
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if (combined.includes('real estate') || combined.includes('reit')) return 'REIT';
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if (
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combined.includes('financial') ||
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combined.includes('bank') ||
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combined.includes('insurance') ||
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combined.includes('asset management')
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)
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return 'FINANCIAL';
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if (
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combined.includes('energy') ||
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combined.includes('oil') ||
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combined.includes('gas') ||
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combined.includes('petroleum')
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)
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return 'ENERGY';
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if (
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combined.includes('health') ||
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combined.includes('biotech') ||
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combined.includes('pharmaceutical') ||
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combined.includes('medical')
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)
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return 'HEALTHCARE';
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if (
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combined.includes('communication') ||
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combined.includes('media') ||
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combined.includes('entertainment') ||
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combined.includes('telecom')
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)
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return 'COMMUNICATION';
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if (
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combined.includes('consumer defensive') ||
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combined.includes('consumer staples') ||
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combined.includes('household') ||
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combined.includes('beverage') ||
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combined.includes('food')
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)
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return 'CONSUMER_STAPLES';
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if (
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combined.includes('consumer cyclical') ||
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combined.includes('consumer discretionary') ||
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combined.includes('retail') ||
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combined.includes('apparel') ||
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combined.includes('auto')
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)
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return 'CONSUMER_DISCRETIONARY';
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return 'GENERAL';
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}
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getDisplayMetrics(): Record<string, string | null> {
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const fmt = (v: number | null, dec = 1, suffix = '') =>
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v != null ? `${v.toFixed(dec)}${suffix}` : null;
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const fmtSign = (v: number | null, suffix = '%') =>
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v != null ? `${v >= 0 ? '+' : ''}${v.toFixed(1)}${suffix}` : null;
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const m = this.metrics;
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const w52pos =
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m.week52High != null && m.week52High > 0 && m.week52Low != null && m.currentPrice > 0
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? (((m.currentPrice - m.week52Low) / (m.week52High - m.week52Low)) * 100).toFixed(0) + '%'
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: null;
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// Analyst label: convert Yahoo's 1–5 scale to a readable string
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const analystLabel = (rating: number | null): string | null => {
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if (rating == null) return null;
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if (rating <= 1.5) return 'Strong Buy';
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if (rating <= 2.5) return 'Buy';
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if (rating <= 3.5) return 'Hold';
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if (rating <= 4.5) return 'Sell';
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return 'Strong Sell';
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};
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const display: Record<string, string | null> = {
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Ticker: this.ticker,
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Price: this.formatCurrency(this.currentPrice),
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Sector: this.sector,
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'Cap Tier': m.capCategory,
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Style: m.growthCategory,
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};
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// Valuation
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if (m.peRatio != null) display['P/E'] = fmt(m.peRatio, 1);
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if (m.pegRatio != null) display['PEG'] = fmt(m.pegRatio, 2);
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if (m.priceToBook != null) display['P/B'] = fmt(m.priceToBook, 2);
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// Quality
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if (m.grossMargin != null) display['GrossM%'] = fmt(m.grossMargin, 1, '%');
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if (m.returnOnEquity != null) display['ROE%'] = fmt(m.returnOnEquity, 1, '%');
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if (m.operatingMargin != null) display['OpMgn%'] = fmt(m.operatingMargin, 1, '%');
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if (m.netProfitMargin != null) display['NetMgn%'] = fmt(m.netProfitMargin, 1, '%');
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if (m.revenueGrowth != null) display['Rev%'] = fmt(m.revenueGrowth, 1, '%');
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if (m.fcfYield != null) display['FCF Yld%'] = fmt(m.fcfYield, 1, '%');
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if (m.dividendYield != null) display['Div%'] = fmt(m.dividendYield, 2, '%');
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// Risk
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if (m.debtToEquity != null) display['D/E'] = fmt(m.debtToEquity, 2);
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if (m.quickRatio != null) display['Quick'] = fmt(m.quickRatio, 2);
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if (m.beta != null) display['Beta'] = fmt(m.beta, 2);
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// 52-week movement
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if (w52pos != null) display['52W Pos'] = w52pos;
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if (m.week52Change != null) display['52W Chg'] = fmtSign(m.week52Change, '%');
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if (m.week52FromHigh != null) display['From High'] = fmtSign(m.week52FromHigh, '%');
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if (m.week52FromLow != null) display['From Low'] = fmtSign(m.week52FromLow, '%');
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// REIT-specific
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if (m.pFFO != null) display['P/FFO'] = fmt(m.pFFO, 1);
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// Analyst consensus
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if (m.analystRating != null) {
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display['Analyst'] = analystLabel(m.analystRating);
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display['# Analysts'] = m.numberOfAnalysts != null ? String(m.numberOfAnalysts) : null;
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display['Target'] =
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m.analystTargetPrice != null ? this.formatCurrency(m.analystTargetPrice) : null;
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display['Upside'] = fmtSign(m.analystUpside, '%');
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}
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// DCF
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if (m.dcfIntrinsicValue != null) {
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display['DCF Value'] = this.formatCurrency(m.dcfIntrinsicValue);
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display['DCF Safety'] =
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m.dcfMarginOfSafety != null ? fmtSign(m.dcfMarginOfSafety, '%') : null;
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}
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return display;
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}
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}
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