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phase-9: domain-driven architecture complete

Browse Source 
- 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
2026-06-06 13:21:24 -04:00
committed by saikiranvella
parent c7e39c3e4e
commit c388b6d83c
88 changed files with 3576 additions and 3493 deletions
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.gitignore
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# Runtime cache # Runtime cache
.benchmark-cache.json .benchmark-cache.json
# Documentation (except CLAUDE.md)
*.md
!PHASES.md
!CLAUDE.md
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#!/bin/sh
. "$(dirname "$0")/_/husky.sh"
# Format all staged files with Prettier
npm run format
# Lint and fix staged files
npx lint-staged npx lint-staged
# Run tests
npm test npm test
CLAUDE.md
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DATABASE_SECURITY.md
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# Database Security & Hardening Guide
## Executive Summary
Your codebase is **currently safe** from SQL injection because it uses `better-sqlite3`'s parameterized queries correctly. However, the new abstraction layers below provide:
1. **Type-safe query construction** (QueryBuilder)
2. **Audit logging** for compliance (QueryAudit)
3. **Statement caching** for performance (DatabaseConnection)
4. **Transaction support** for atomic operations
5. **Clear separation of concerns** between data access and business logic
---
## Current Safety Assessment
✅ **SQL Injection**: Safe
Your code uses parameterized queries (`?` placeholders) throughout:
```typescript
// SAFE — all values in parameter array
this.db.prepare('SELECT * FROM holdings WHERE ticker = ?').get(id);
// SAFE — INSERT uses parameters
this.db.prepare('INSERT INTO holdings (...) VALUES (?, ?, ?, ?, ?)').run(
ticker, shares, costBasis, type, source
);
```
The `better-sqlite3` library handles parameter binding internally — user input never touches the SQL string.
---
## New Architecture: QueryBuilder + DatabaseConnection
### Problem Solved
While your code is secure, it has several maintainability issues:
1. **Hardcoded SQL strings** scattered across repositories
2. **No audit trail** — impossible to trace mutations for compliance
3. **No statement caching** — compiler recompiles the same queries repeatedly
4. **No type safety** — column names are strings, easy to typo
5. **Mixed concerns** — repositories call `.prepare()` directly; hard to add logging/caching globally
### Solution: Three Layers
```
┌─────────────────────────────────────────────────┐
│ Controllers / Services (business logic) │
└────────────────┬────────────────────────────────┘
│
↓
┌─────────────────────────────────────────────────┐
│ DatabaseConnection (timing, logging, caching) │
├─────────────────────────────────────────────────┤
│ - Execute queries via QueryBuilder │
│ - Log to QueryAudit │
│ - Cache prepared statements │
│ - Measure execution time │
│ - Support transactions │
└────────────────┬────────────────────────────────┘
│
↓
┌─────────────────────────────────────────────────┐
│ QueryBuilder (type-safe, column-validated) │
├─────────────────────────────────────────────────┤
│ - Whitelist column/table names │
│ - Build SQL with validated identifiers │
│ - Keep all user input in parameter array │
│ - Fluent API for clarity │
└────────────────┬────────────────────────────────┘
│
↓
┌─────────────────────────────────────────────────┐
│ QueryAudit (compliance trail) │
├─────────────────────────────────────────────────┤
│ - Log every query: timestamp, SQL, params │
│ - Track READ / WRITE / DELETE actions │
│ - Measure performance │
│ - Generate audit reports │
└────────────────┬────────────────────────────────┘
│
↓
┌─────────────────────────────────────────────────┐
│ better-sqlite3 (SQLite execution) │
│ (parameterized → injection-safe) │
└─────────────────────────────────────────────────┘
```
---
## Usage Examples
### QueryBuilder — Type-Safe Query Construction
All column and table names are validated against a whitelist. User input stays in the parameter array.
#### SELECT
```typescript
// Safe: columns validated, params isolated
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares', 'cost_basis'])
.where('type = ? AND shares > ?', ['stock', 10])
.orderBy('ticker', 'ASC')
.limit(100);
const rows = db.all(qb);
// Equivalent SQL: SELECT ticker, shares, cost_basis FROM holdings
// WHERE type = ? AND shares > ? ORDER BY ticker ASC LIMIT 100
// Params: ['stock', 10]
```
#### INSERT
```typescript
const qb = new QueryBuilder('holdings')
.insert(['ticker', 'shares', 'cost_basis', 'type', 'source'],
['AAPL', 100, 15000, 'stock', 'Manual']);
db.run(qb);
// Equivalent SQL: INSERT INTO holdings (ticker, shares, cost_basis, type, source)
// VALUES (?, ?, ?, ?, ?)
// Params: ['AAPL', 100, 15000, 'stock', 'Manual']
```
#### UPDATE
```typescript
const qb = new QueryBuilder('holdings')
.update({ shares: 150, cost_basis: 22500 })
.where('ticker = ?', ['AAPL']);
db.run(qb);
// Equivalent SQL: UPDATE holdings SET shares = ?, cost_basis = ? WHERE ticker = ?
// Params: [150, 22500, 'AAPL']
```
#### DELETE
```typescript
const qb = new QueryBuilder('holdings')
.delete()
.where('ticker = ?', ['AAPL']);
db.run(qb);
// Equivalent SQL: DELETE FROM holdings WHERE ticker = ?
// Params: ['AAPL']
```
### DatabaseConnection — Unified Data Access
Wraps better-sqlite3 with logging, caching, and audit trails.
```typescript
// In server/app.ts
import BetterSqlite3 from 'better-sqlite3';
import { DatabaseConnection, QueryAudit } from './server/db';
const betterSqlite3Db = new BetterSqlite3('./market-screener.db');
const audit = new QueryAudit();
const db = new DatabaseConnection(betterSqlite3Db, { audit, logSlowQueries: 100 });
// Pass `db` to repositories, not the raw better-sqlite3 instance
app.register(ScreenerController, { db });
```
### QueryAudit — Compliance Logging
Automatically logs all queries with timestamps, performance metrics, and parameters.
```typescript
// In your app
const audit = new QueryAudit(async (entry) => {
// Optional: send to compliance logger, file, or remote service
if (entry.action === 'WRITE' && entry.error) {
console.error(`WRITE failed at ${entry.timestamp}: ${entry.error}`);
}
});
const db = new DatabaseConnection(betterSqlite3Db, { audit });
// Later: inspect the audit trail
db.printAudit();
// Output:
// === Query Audit Report ===
// Total entries: 42
// Showing last 100 entries:
//
// [2026-06-05T12:34:56.789Z] READ ✓ (1.23ms) — 5 rows
// SQL: SELECT ticker, shares, cost_basis FROM holdings WHERE type = ? ORDER BY ticker ASC
// Params: ["stock"]
//
// [2026-06-05T12:34:57.456Z] WRITE ✓ (0.89ms) — 1 rows
// SQL: INSERT INTO holdings (ticker, shares, ...) VALUES (?, ?, ...)
// Params: ["AAPL", 100, 15000, "stock", "Manual"]
```
---
## Migration Path: Refactor Repositories
Update your repositories to use the new `DatabaseConnection` and `QueryBuilder`.
### Before (Current)
```typescript
export class MarketCallRepository {
constructor(private readonly db: Db) {}
list(): MarketCall[] {
const rows = this.db
.prepare('SELECT * FROM market_calls ORDER BY created_at DESC')
.all() as CallRow[];
return rows.map(MarketCallRepository.toCall);
}
get(id: string): MarketCall | null {
const row = this.db
.prepare('SELECT * FROM market_calls WHERE id = ?')
.get(id) as CallRow | undefined;
return row ? MarketCallRepository.toCall(row) : null;
}
}
```
### After (Hardened)
```typescript
import { DatabaseConnection, QueryBuilder } from '../db';
export class MarketCallRepository {
constructor(private readonly db: DatabaseConnection) {}
list(): MarketCall[] {
const qb = new QueryBuilder('market_calls')
.select(['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'])
.orderBy('created_at', 'DESC');
const rows = this.db.all<CallRow>(qb);
return rows.map(MarketCallRepository.toCall);
}
get(id: string): MarketCall | null {
const qb = new QueryBuilder('market_calls')
.select(['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'])
.where('id = ?', [id]);
const row = this.db.get<CallRow>(qb);
return row ? MarketCallRepository.toCall(row) : null;
}
create({ title, quarter, date, thesis, tickers, snapshot }: CreateCallInput): MarketCall {
const call = {
id: randomUUID(),
title,
quarter,
date: date ?? new Date().toISOString().slice(0, 10),
thesis,
tickers: tickers ?? [],
snapshot: snapshot ?? {},
createdAt: new Date().toISOString(),
};
const qb = new QueryBuilder('market_calls')
.insert(
['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'],
[call.id, call.title, call.quarter, call.date, call.thesis,
JSON.stringify(call.tickers), JSON.stringify(call.snapshot), call.createdAt],
);
this.db.run(qb);
return call;
}
delete(id: string): boolean {
const qb = new QueryBuilder('market_calls')
.delete()
.where('id = ?', [id]);
const changes = this.db.run(qb);
return changes > 0;
}
private static toCall(row: CallRow): MarketCall {
return {
id: row.id,
title: row.title,
quarter: row.quarter,
date: row.date,
thesis: row.thesis,
tickers: JSON.parse(row.tickers),
snapshot: JSON.parse(row.snapshot),
createdAt: row.created_at,
};
}
}
```
**Key improvements:**
1. **Explicit columns** — Only SELECT the columns you need (better for indexing)
2. **Audit trail** — Every query is logged automatically
3. **Type safety** — QueryBuilder validates column names at compile time (via TypeScript)
4. **Performance** — Prepared statements are cached
5. **Clarity** — Fluent API makes queries self-documenting
---
## Whitelist of Safe Columns
The `QueryBuilder` validates all column/table names against a whitelist to prevent injection via identifiers:
### Holdings Table
- `ticker`
- `shares`
- `cost_basis`
- `type`
- `source`
### Market Calls Table
- `id`
- `title`
- `quarter`
- `date`
- `thesis`
- `tickers`
- `snapshot`
- `created_at`
### Adding New Columns
When you add a new column:
1. Update the DDL in `server/db/index.ts`
2. Add the column name to `SAFE_COLUMNS` in `QueryBuilder.ts`
3. Update the relevant domain type in `server/types/`
4. Update the repository to select/insert the new column
Example: Adding `updated_at` to `market_calls`
```typescript
// 1. Update DDL
const DDL = `
CREATE TABLE IF NOT EXISTS market_calls (
...
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL -- NEW
);
`;
// 2. Update QueryBuilder.ts
const SAFE_COLUMNS = new Set([
// ... existing columns
'updated_at', // NEW
]);
// 3. Update types
export interface MarketCall {
// ... existing fields
updatedAt: string; // NEW
}
// 4. Update repository
const qb = new QueryBuilder('market_calls')
.select(['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at', 'updated_at']) // ADDED
.where('id = ?', [id]);
```
---
## Performance: Statement Caching
`DatabaseConnection` automatically caches prepared statements. The first execution of a query compiles it; subsequent executions reuse the compiled statement.
```typescript
// First call: compiles the statement (1.5ms overhead)
const qb1 = new QueryBuilder('holdings').select(['ticker', 'shares']).where('type = ?', ['stock']);
db.all(qb1); // ~1.5ms
// Second call: reuses the cached statement (0.1ms)
const qb2 = new QueryBuilder('holdings').select(['ticker', 'shares']).where('type = ?', ['etf']);
db.all(qb2); // ~0.1ms (same SQL template)
```
Cache key is the complete SQL string. If you generate different SQL, it creates a new cached statement.
---
## Transactions: Atomic Operations
Use `db.transaction()` to execute multiple queries as a single atomic unit. If any query fails, all are rolled back.
```typescript
db.transaction(() => {
// Create a market call
const qb1 = new QueryBuilder('market_calls')
.insert(['id', 'title', ...], [callId, 'Q4 Earnings', ...]);
db.run(qb1);
// Add related tickers as separate records (if you had a separate table)
for (const ticker of tickers) {
const qb2 = new QueryBuilder('call_tickers')
.insert(['call_id', 'ticker'], [callId, ticker]);
db.run(qb2);
}
// If ANY query fails, BOTH are rolled back
// If all succeed, both are committed
});
```
---
## Audit Trail: Compliance & Debugging
The `QueryAudit` class tracks every database operation automatically.
### Built-in Features
```typescript
const audit = db.getAudit();
// Get the last 100 queries
const recent = audit.recent(100);
// Filter by action type
const writes = audit.byAction(AuditAction.WRITE);
// Generate a human-readable report
console.log(audit.report());
```
### Custom Callback
Send audit entries to a logging service or file:
```typescript
const audit = new QueryAudit(async (entry) => {
if (entry.action === 'WRITE') {
// Log all mutations to your compliance logger
await complianceLogger.log({
timestamp: entry.timestamp,
action: entry.action,
sql: entry.sql,
params: entry.params,
rowsAffected: entry.rowsAffected,
});
}
});
const db = new DatabaseConnection(betterSqlite3Db, { audit });
```
---
## Slow Query Logging
By default, queries slower than 100ms are logged to `console.warn`:
```typescript
const db = new DatabaseConnection(betterSqlite3Db, { logSlowQueries: 100 });
// Output:
// [SLOW QUERY] 234.56ms
// SELECT ticker, shares, cost_basis FROM holdings WHERE type = ? ORDER BY ticker ASC
```
Adjust the threshold based on your needs:
```typescript
new DatabaseConnection(betterSqlite3Db, { logSlowQueries: 50 }); // warn on >50ms
new DatabaseConnection(betterSqlite3Db, { logSlowQueries: 5000 }); // warn on >5s
```
---
## Common Pitfalls & How to Avoid Them
### ❌ DON'T: Hardcode user input in SQL
```typescript
// NEVER DO THIS
const ticker = getUserInput(); // e.g. "AAPL'; DROP TABLE holdings; --"
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares'])
.where(`ticker = '${ticker}'`); // SQL INJECTION!
```
### ✅ DO: Use parameter placeholders
```typescript
// ALWAYS DO THIS
const ticker = getUserInput();
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares'])
.where('ticker = ?', [ticker]); // User input is a PARAMETER
```
### ❌ DON'T: Use string concatenation for column names
```typescript
// NEVER DO THIS
const sortCol = getUserInput(); // e.g. "ticker; DELETE FROM holdings; --"
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares'])
.orderBy(`${sortCol}`); // COLUMN NAME INJECTION!
```
### ✅ DO: Column names come from your code, not user input
```typescript
// ALWAYS DO THIS
const sortCol = getUserInput(); // e.g. "ticker"
const ALLOWED_SORT_COLS = ['ticker', 'shares', 'type'];
if (!ALLOWED_SORT_COLS.includes(sortCol)) {
throw new Error('Invalid sort column');
}
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares'])
.orderBy(sortCol); // Whitelist prevents injection
```
---
## Testing
The new abstractions make testing easier:
```typescript
import { DatabaseConnection, QueryBuilder, QueryAudit } from '../db';
import BetterSqlite3 from 'better-sqlite3';
describe('MarketCallRepository', () => {
let db: DatabaseConnection;
let repo: MarketCallRepository;
beforeEach(() => {
// Use in-memory SQLite for tests
const rawDb = new BetterSqlite3(':memory:');
rawDb.exec(DDL); // Initialize schema
db = new DatabaseConnection(rawDb);
repo = new MarketCallRepository(db);
});
it('should insert and retrieve a call', () => {
const call = repo.create({
title: 'Q4 Earnings',
quarter: 'Q4',
thesis: 'FANG tech breakout',
tickers: ['GOOGL', 'META', 'NVDA'],
});
expect(call.id).toBeDefined();
const retrieved = repo.get(call.id);
expect(retrieved).toEqual(call);
// Verify the audit trail
const audit = db.getAudit();
const writes = audit.byAction(AuditAction.WRITE);
expect(writes.length).toBeGreaterThan(0);
});
});
```
---
## Summary
| Feature | Before | After |
|---------|--------|-------|
| SQL injection protection | ✅ Parameterized queries | ✅ Parameterized + column whitelist |
| Audit trail | ❌ None | ✅ QueryAudit with timestamp & params |
| Performance | ⚠️ No statement caching | ✅ Automatic statement cache |
| Type safety | ⚠️ String column names | ✅ Validated at build time |
| Testing | ⚠️ Hard to mock | ✅ Testable via DatabaseConnection |
| Transactions | ⚠️ Manual raw DB calls | ✅ `db.transaction()` |
| Slow query logging | ❌ None | ✅ Automatic > 100ms warning |
---
## Next Steps
1. **Review** the three new files:
- `server/db/QueryBuilder.ts` — Query construction
- `server/db/QueryAudit.ts` — Audit logging
- `server/db/DatabaseConnection.ts` — Unified access
2. **Update `server/app.ts`** to create and wire `DatabaseConnection`
3. **Refactor repositories** to use `QueryBuilder` and `DatabaseConnection` (see migration examples above)
4. **Add tests** for repositories using in-memory SQLite
5. **Deploy** with confidence — you now have audit trails and safeguards
INTEGRATION_EXAMPLE.md
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# Integration Example: Hardened Database Layer
This document shows **step-by-step** how to integrate the new QueryBuilder + DatabaseConnection + QueryAudit into your existing codebase.
## Step 1: Update `server/app.ts`
Change from passing raw `Db` to passing `DatabaseConnection`:
### Before
```typescript
import { createDb, type Db } from './db/index.js';
import { MarketCallRepository } from './repositories/MarketCallRepository.js';
import { PortfolioRepository } from './repositories/PortfolioRepository.js';
export async function buildApp(): Promise<FastifyInstance> {
const app = fastify();
const rawDb: Db = createDb();
// Pass raw Db to repositories
const callsRepo = new MarketCallRepository(rawDb);
const portfolioRepo = new PortfolioRepository(rawDb);
// Register routes...
return app;
}
```
### After
```typescript
import BetterSqlite3 from 'better-sqlite3';
import { createDb, DatabaseConnection, QueryAudit } from './db/index.js';
import { MarketCallRepository } from './repositories/MarketCallRepository.js';
import { PortfolioRepository } from './repositories/PortfolioRepository.js';
export async function buildApp(): Promise<FastifyInstance> {
const app = fastify();
// Create the raw database and initialize schema
const rawDb = createDb();
// Wrap with audit and caching
const audit = new QueryAudit((entry) => {
// Optional: send to logging service
if (process.env.LOG_SLOW_QUERIES && entry.durationMs > 100) {
console.warn(`[SLOW] ${entry.sql} (${entry.durationMs.toFixed(1)}ms)`);
}
});
const db = new DatabaseConnection(rawDb, {
audit,
logSlowQueries: 100, // warn on >100ms queries
});
// Pass DatabaseConnection to repositories (not raw Db)
const callsRepo = new MarketCallRepository(db);
const portfolioRepo = new PortfolioRepository(db);
// Register routes...
return app;
}
```
## Step 2: Update `MarketCallRepository`
Refactor to use QueryBuilder and DatabaseConnection:
### Complete Refactored Repository
```typescript
import { randomUUID } from 'crypto';
import { DatabaseConnection, QueryBuilder } from '../db/index.js';
import type { MarketCall, CreateCallInput } from '../types/index.js';
interface CallRow {
id: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string; // JSON
snapshot: string; // JSON
created_at: string;
}
export class MarketCallRepository {
constructor(private readonly db: DatabaseConnection) {}
/**
* List all market calls, newest first.
*/
list(): (MarketCall & { createdAt: string })[] {
const qb = new QueryBuilder('market_calls')
.select(['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'])
.orderBy('created_at', 'DESC');
const rows = this.db.all<CallRow>(qb);
return rows.map(MarketCallRepository.toCall);
}
/**
* Get a single market call by ID.
*/
get(id: string): (MarketCall & { createdAt: string }) | null {
const qb = new QueryBuilder('market_calls')
.select(['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'])
.where('id = ?', [id]);
const row = this.db.get<CallRow>(qb);
return row ? MarketCallRepository.toCall(row) : null;
}
/**
* Create a new market call with snapshot of current prices.
*/
create({
title, quarter, date, thesis, tickers, snapshot,
}: CreateCallInput): MarketCall & { createdAt: string } {
const call = {
id: randomUUID(),
title,
quarter,
date: date ?? new Date().toISOString().slice(0, 10),
thesis,
tickers: tickers ?? [],
snapshot: snapshot ?? {},
createdAt: new Date().toISOString(),
};
const qb = new QueryBuilder('market_calls')
.insert(
['id', 'title', 'quarter', 'date', 'thesis', 'tickers', 'snapshot', 'created_at'],
[
call.id,
call.title,
call.quarter,
call.date,
call.thesis,
JSON.stringify(call.tickers),
JSON.stringify(call.snapshot),
call.createdAt,
],
);
this.db.run(qb);
return call as MarketCall & { createdAt: string };
}
/**
* Delete a market call by ID.
* Returns true if the call existed and was deleted, false otherwise.
*/
delete(id: string): boolean {
const qb = new QueryBuilder('market_calls')
.delete()
.where('id = ?', [id]);
const changes = this.db.run(qb);
return changes > 0;
}
/**
* Private helper to convert database row to domain object.
*/
private static toCall(row: CallRow): MarketCall & { createdAt: string } {
return {
id: row.id,
title: row.title,
quarter: row.quarter,
date: row.date,
thesis: row.thesis,
tickers: JSON.parse(row.tickers),
snapshot: JSON.parse(row.snapshot),
createdAt: row.created_at,
} as MarketCall & { createdAt: string };
}
}
```
**Changes:**
- Constructor now accepts `DatabaseConnection` instead of raw `Db`
- All `.prepare()` calls replaced with `QueryBuilder` + `db.all()` / `db.get()` / `db.run()`
- Explicit column selection in `SELECT` statements
- Audit trail automatically generated for every query
## Step 3: Update `PortfolioRepository`
Similar refactoring:
```typescript
import { DatabaseConnection, QueryBuilder } from '../db/index.js';
import type { PortfolioData, PortfolioHolding } from '../types/index.js';
interface HoldingRow {
ticker: string;
shares: number;
cost_basis: number;
type: string;
source: string;
}
export class PortfolioRepository {
constructor(private readonly db: DatabaseConnection) {}
/**
* Check if portfolio has any holdings.
*/
exists(): boolean {
const qb = new QueryBuilder('holdings')
.select(['ticker'])
.limit(1);
const row = this.db.get<{ ticker: string }>(qb);
return row !== null;
}
/**
* Read all holdings.
*/
read(): PortfolioData {
const qb = new QueryBuilder('holdings')
.select(['ticker', 'shares', 'cost_basis', 'type', 'source'])
.orderBy('ticker', 'ASC');
const rows = this.db.all<HoldingRow>(qb);
return { holdings: rows.map(PortfolioRepository.toHolding) };
}
/**
* Insert or update a holding.
*/
upsert(entry: PortfolioHolding): PortfolioHolding {
const ticker = entry.ticker.toUpperCase().trim();
// Use raw db.prepare() for UPSERT syntax (not yet wrapped in QueryBuilder)
// This is acceptable because the values are all parameterized
this.db.raw().prepare(
`INSERT INTO holdings (ticker, shares, cost_basis, type, source)
VALUES (?, ?, ?, ?, ?)
ON CONFLICT(ticker) DO UPDATE SET
shares = excluded.shares,
cost_basis = excluded.cost_basis,
type = excluded.type,
source = excluded.source`,
).run(ticker, entry.shares, entry.costBasis ?? 0, entry.type ?? 'stock', entry.source ?? 'Manual');
return { ...entry, ticker };
}
/**
* Delete a holding by ticker.
*/
remove(ticker: string): boolean {
const qb = new QueryBuilder('holdings')
.delete()
.where('ticker = ?', [ticker.toUpperCase()]);
const changes = this.db.run(qb);
return changes > 0;
}
/**
* Private helper to convert database row to domain object.
*/
private static toHolding(row: HoldingRow): PortfolioHolding {
return {
ticker: row.ticker,
shares: row.shares,
costBasis: row.cost_basis,
type: row.type as PortfolioHolding['type'],
source: row.source,
};
}
}
```
**Note:** The `upsert()` method still uses `db.raw().prepare()` because QueryBuilder doesn't yet support `ON CONFLICT`. This is acceptable because the SQL is still parameterized. A future enhancement could add `onConflict()` to QueryBuilder if needed.
## Step 4: Add a Simple Test
Create `tests/MarketCallRepository.test.ts`:
```typescript
import test from 'node:test';
import assert from 'node:assert/strict';
import BetterSqlite3 from 'better-sqlite3';
import { DatabaseConnection, QueryAudit } from '../server/db/index.js';
import { MarketCallRepository } from '../server/repositories/MarketCallRepository.js';
// Mini DDL for testing
const DDL = `
CREATE TABLE market_calls (
id TEXT PRIMARY KEY,
title TEXT NOT NULL,
quarter TEXT NOT NULL,
date TEXT NOT NULL,
thesis TEXT NOT NULL,
tickers TEXT NOT NULL,
snapshot TEXT NOT NULL,
created_at TEXT NOT NULL
);
`;
test('MarketCallRepository', async (t) => {
// Set up in-memory database
const rawDb = new BetterSqlite3(':memory:');
rawDb.exec(DDL);
const audit = new QueryAudit();
const db = new DatabaseConnection(rawDb, { audit });
const repo = new MarketCallRepository(db);
await t.test('should create and retrieve a call', () => {
const created = repo.create({
title: 'Q4 Earnings Blitz',
quarter: 'Q4',
thesis: 'Mega cap tech breakout',
tickers: ['AAPL', 'MSFT', 'GOOGL'],
});
assert.ok(created.id);
assert.equal(created.title, 'Q4 Earnings Blitz');
const retrieved = repo.get(created.id);
assert.deepEqual(retrieved, created);
});
await t.test('should list calls in order', () => {
const call1 = repo.create({
title: 'Call 1',
quarter: 'Q1',
thesis: 'Test 1',
tickers: ['AAPL'],
});
const call2 = repo.create({
title: 'Call 2',
quarter: 'Q2',
thesis: 'Test 2',
tickers: ['MSFT'],
});
const list = repo.list();
assert.equal(list.length, 2);
// Most recent first
assert.equal(list[0].id, call2.id);
assert.equal(list[1].id, call1.id);
});
await t.test('should delete a call', () => {
const call = repo.create({
title: 'Deletable',
quarter: 'Q1',
thesis: 'This will be deleted',
tickers: ['TEST'],
});
assert.ok(repo.delete(call.id));
assert.equal(repo.get(call.id), null);
assert.ok(!repo.delete(call.id)); // Already deleted
});
await t.test('should track queries in audit', () => {
repo.create({
title: 'Audited',
quarter: 'Q1',
thesis: 'Tracked',
tickers: ['AAPL'],
});
const auditLog = audit.all();
assert.ok(auditLog.length > 0);
// Find the INSERT
const inserts = audit.byAction('WRITE');
assert.ok(inserts.some(e => e.sql.includes('INSERT INTO market_calls')));
});
});
```
Run it:
```bash
npm test -- tests/MarketCallRepository.test.ts
```
## Step 5: Add to Existing Tests
If you already have integration tests, add an audit check:
```typescript
test('screening creates an audit trail', async (t) => {
const result = await app.inject({
method: 'POST',
url: '/api/screen',
payload: { tickers: ['AAPL', 'MSFT'] },
});
assert.equal(result.statusCode, 200);
// Verify the database was accessed
const audit = db.getAudit();
const reads = audit.byAction('READ');
assert.ok(reads.length > 0, 'SELECT queries should have been executed');
});
```
## Step 6: Enable Audit Output (Optional)
If you want to log all queries to a file or external service:
```typescript
import fs from 'fs/promises';
const audit = new QueryAudit(async (entry) => {
// Only log WRITE operations to a log file
if (entry.action !== 'READ') {
const logLine = JSON.stringify({
timestamp: entry.timestamp,
action: entry.action,
sql: entry.sql,
params: entry.params,
rowsAffected: entry.rowsAffected,
error: entry.error,
});
await fs.appendFile('./audit.log', logLine + '\n');
}
});
const db = new DatabaseConnection(rawDb, { audit, logSlowQueries: 50 });
```
Then tail the log:
```bash
tail -f audit.log | jq .
```
---
## Summary
| File | Change |
|------|--------|
| `server/app.ts` | Create `DatabaseConnection` and pass to repositories |
| `server/repositories/MarketCallRepository.ts` | Use `QueryBuilder` + `DatabaseConnection` |
| `server/repositories/PortfolioRepository.ts` | Use `QueryBuilder` + `DatabaseConnection` |
| `tests/MarketCallRepository.test.ts` | Add tests with audit verification |
All changes maintain **backward compatibility** with the existing API — only the internals change. Your controllers don't need to be modified.
## Next: Audit Trail in Production
Once deployed, you can:
1. **Review recent queries**: `db.getAudit().recent(100)`
2. **Find slow queries**: `db.getAudit().all().filter(e => e.durationMs > 500)`
3. **Track mutations**: `db.getAudit().byAction('WRITE')`
4. **Generate compliance reports**: `db.printAudit()`
This gives you visibility into exactly what's happening in your database — invaluable for debugging, security audits, and performance optimization.
README.md
+49 -21
View File
@@ -116,6 +116,8 @@ CLIENT_ORIGIN=http://localhost:5173
| `npm run typecheck` | TypeScript type check without emitting | | `npm run typecheck` | TypeScript type check without emitting |
| `npm run format` | Format all source files with Prettier | | `npm run format` | Format all source files with Prettier |
| `npm run format:check` | Check formatting without writing (used in CI) | | `npm run format:check` | Check formatting without writing (used in CI) |
| `npm run lint` | Run ESLint on all TypeScript files |
| `npm run lint:fix` | Auto-fix ESLint issues |
--- ---
@@ -125,54 +127,80 @@ CLIENT_ORIGIN=http://localhost:5173
npm test npm test
``` ```
Uses Node's built-in `node:test` runner — no external framework. Tests cover: Uses Node's built-in `node:test` runner — no external framework. **114 test cases** across 9 files cover:
- Scoring rules and gate values (`ScoringConfig`, `RuleMerger`, `MarketRegime`) | Test File | Tests | Coverage |
- Asset scorers (`StockScorer`, `EtfScorer`, `BondScorer`) |-----------|-------|----------|
- Data mapping (`DataMapper`) | `app.test.ts` | 9 | App bootstrap, CORS, health endpoints |
- Portfolio advice logic (`PortfolioAdvisor`) | `screener-controller.test.ts` | 10 | `/api/screen` endpoints |
- LLM response parsing (`LLMAnalyst`) | `screener-engine.test.ts` | 11 | Screening orchestration logic |
- Repository CRUD (`MarketCallRepository`) | `stock-scorer.test.ts` | 13 | Stock valuation gates |
- Controller integration tests for all API routes (Fastify `inject()`, zero live network calls) | `etf-scorer.test.ts` | 17 | ETF fund gates |
| `bond-scorer.test.ts` | 16 | Bond credit analysis |
| `portfolio-advisor.test.ts` | 12 | Portfolio advice logic |
| `portfolio-controller.test.ts` | 12 | Portfolio endpoints |
| `calls-controller.test.ts` | 14 | Market calls endpoints |
Pre-commit hook runs Prettier then tests. Pre-push hook runs tests. ### Pre-Commit & Pre-Push Hooks
On `git commit`, the **pre-commit hook** automatically:
1. **Formats** all files with Prettier
2. **Lints & fixes** staged files with ESLint
3. **Runs tests** to catch errors early
On `git push`, the **pre-push hook** runs tests again for safety.
--- ---
## Project Structure ## Project Structure
**Phase 9: Domain-Driven Architecture** (completed)
``` ```
bin/ bin/
server.ts API server entry point server.ts API server entry point
server/ server/
app.ts Fastify app factory — wires DI, rate limiting, auth hook app.ts Fastify app factory — wires DI, rate limiting, auth hook
controllers/ HTTP layer: parse request → call service → return response domains/ Domain-driven structure (shared, screener, portfolio, calls, finance)
services/ Business logic (ScreenerEngine, BenchmarkProvider, PortfolioAdvisor…) shared/ Infrastructure & cross-domain utilities
repositories/ JSON file persistence (MarketCallRepository, PortfolioRepository) adapters/ YahooFinanceClient, AnthropicClient, SimpleFINClient
clients/ External API connectors (YahooFinanceClient, SimpleFINClient, AnthropicClient) services/ BenchmarkProvider, CatalystAnalyst, LLMAnalyst
models/ Domain entities: Stock, Etf, Bond entities/ Asset, Stock, Etf, Bond
scorers/ Stateless scoring functions: StockScorer, EtfScorer, BondScorer persistence/ MarketCallRepository, PortfolioRepository
config/ ScoringConfig (all gates/weights), constants config/ ScoringConfig (gates/weights), constants
types/ TypeScript interfaces, one file per domain scoring/ MarketRegime, scoring overrides
types/ TypeScript interfaces (one file per domain)
screener/ Stock/ETF/Bond filtering & scoring
ScreenerEngine.ts Orchestrates: fetch → score × 2 (fundamental + inflated)
scorers/ StockScorer, EtfScorer, BondScorer
transform/ DataMapper, RuleMerger
portfolio/ Holdings management & investment advice
PortfolioAdvisor.ts Cross-references holdings with screener signals
calls/ Market call tracking & earnings calendar
CalendarService.ts Earnings calendar logic
finance/ Portfolio metrics & reporting
ui/ ui/
src/ src/
routes/ SvelteKit pages: /, /portfolio, /calls, /safe-buys routes/ SvelteKit pages: /, /portfolio, /calls, /safe-buys
lib/ lib/
stores/ Svelte 5 reactive stores (screener.store, portfolio.store) components/ Shared UI components organized by domain
stores/ Svelte 5 reactive stores
api/ Fetch wrappers for each API domain api/ Fetch wrappers for each API domain
portfolio/ Portfolio-specific components
calls/ Market calls components
styles/ Global SCSS design tokens and partials styles/ Global SCSS design tokens and partials
tests/ Unit + integration tests tests/ Unit + integration tests (9 files, 114 test cases)
Controllers, services, scorers fully covered
portfolio.json Your holdings (gitignored — create manually or via the UI) portfolio.json Your holdings (gitignored — create manually or via the UI)
market-calls.json Persisted market thesis calls (gitignored) market-calls.json Persisted market thesis calls (gitignored)
.benchmark-cache.json Benchmark data cache — survives server restart (gitignored) .benchmark-cache.json Benchmark data cache — survives server restart (gitignored)
``` ```
See **[CLAUDE.md](./CLAUDE.md)** for detailed architecture and **[PHASES.md](./PHASES.md)** for the complete roadmap.
--- ---
## User Guide ## User Guide
screener-report.html
-292
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File diff suppressed because one or more lines are too long
server/app.ts
+34 -24
View File
@@ -1,31 +1,35 @@
import Fastify, { type FastifyRequest, type FastifyReply } from 'fastify'; import Fastify, { type FastifyRequest, type FastifyReply } from 'fastify';
import cors from '@fastify/cors'; import cors from '@fastify/cors';
import rateLimit from '@fastify/rate-limit'; import rateLimit from '@fastify/rate-limit';
import { ScreenerController } from './controllers/screener.controller';
import { FinanceController } from './controllers/finance.controller'; // Domain imports
import { CallsController } from './controllers/calls.controller'; import { ScreenerController, ScreenerEngine, AnalyzeController } from './domains/screener';
import { AnalyzeController } from './controllers/analyze.controller'; import { FinanceController, PortfolioAdvisor } from './domains/portfolio';
import { ScreenerEngine } from './services/ScreenerEngine'; import { CallsController, CalendarService } from './domains/calls';
import { BenchmarkProvider } from './services/BenchmarkProvider';
import { PortfolioAdvisor } from './services/PortfolioAdvisor'; // Shared infrastructure
import { CalendarService } from './services/CalendarService'; import {
import { LLMAnalyst } from './services/LLMAnalyst'; YahooFinanceClient,
import { CatalystAnalyst } from './services/CatalystAnalyst'; BenchmarkProvider,
import { YahooFinanceClient } from './clients/YahooFinanceClient'; CatalystCache,
import { MarketCallRepository } from './repositories/MarketCallRepository'; LLMAnalyst,
import { PortfolioRepository } from './repositories/PortfolioRepository'; MarketCallRepository,
import { createDb } from './db/index'; PortfolioRepository,
import { noopLogger } from './utils/logger'; createDb,
DatabaseConnection,
QueryAudit,
noopLogger,
} from './domains/shared';
interface BuildAppOptions { interface BuildAppOptions {
logger?: boolean; logger?: boolean;
} }
// ── Adding a new domain ─────────────────────────────────────────────────── // ── Adding a new domain ───────────────────────────────────────────────
// 1. server/types/<domain>.model.ts — define request/response shapes // 1. Create: server/domains/<domain>/ directory structure
// 2. server/services/<Domain>.ts — business logic // 2. Move controllers, services, types to the domain
// 3. server/controllers/<domain>.controller.ts — HTTP wiring (class + register) // 3. Create barrel: server/domains/<domain>/index.ts
// 4. Register: new <Domain>Controller(...).register(app) ← add below // 4. Import from domain and register controller below
// ─────────────────────────────────────────────────────────────────────────── // ───────────────────────────────────────────────────────────────────────────
export async function buildApp({ logger = true }: BuildAppOptions = {}) { export async function buildApp({ logger = true }: BuildAppOptions = {}) {
const app = Fastify({ logger }); const app = Fastify({ logger });
@@ -54,19 +58,25 @@ export async function buildApp({ logger = true }: BuildAppOptions = {}) {
}); });
} }
const db = createDb(); // Database setup
const rawDb = createDb();
const audit = new QueryAudit();
const db = new DatabaseConnection(rawDb, { audit, logSlowQueries: 100 });
// Services and clients
const yahoo = new YahooFinanceClient(); const yahoo = new YahooFinanceClient();
const benchmark = new BenchmarkProvider(yahoo, { logger: noopLogger }); const benchmark = new BenchmarkProvider(yahoo, { logger: noopLogger });
const engine = new ScreenerEngine(yahoo, benchmark, { logger: noopLogger }); const engine = new ScreenerEngine(yahoo, benchmark, { logger: noopLogger });
const advisor = new PortfolioAdvisor(yahoo); const advisor = new PortfolioAdvisor(yahoo);
const calSvc = new CalendarService(yahoo); const calSvc = new CalendarService(yahoo);
const llm = new LLMAnalyst({ logger: noopLogger }); const llm = new LLMAnalyst({ logger: noopLogger });
const catalyst = new CatalystAnalyst({ logger: noopLogger }); const catalystCache = new CatalystCache({ logger: noopLogger }); // Singleton, cached for 15m
new ScreenerController(engine).register(app); // Register controllers
new ScreenerController(engine, catalystCache).register(app);
new FinanceController(engine, new PortfolioRepository(db), advisor).register(app); new FinanceController(engine, new PortfolioRepository(db), advisor).register(app);
new CallsController(new MarketCallRepository(db), engine, calSvc).register(app); new CallsController(new MarketCallRepository(db), engine, calSvc).register(app);
new AnalyzeController(catalyst, llm).register(app); new AnalyzeController(catalystCache, llm).register(app);
app.get('/health', async () => ({ status: 'ok' })); app.get('/health', async () => ({ status: 'ok' }));
server/db/QueryBuilder.ts
-262
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@@ -1,262 +0,0 @@
/**
* Type-safe query builder for SQLite.
*
* Prevents SQL injection by:
* 1. Enforcing parameterized queries (? placeholders)
* 2. Building SQL dynamically only for schema-safe values (table/column names are validated against a whitelist)
* 3. Keeping all user input in parameter arrays, never in the SQL string
*
* Usage:
* const qb = new QueryBuilder('holdings');
* qb.select(['ticker', 'shares']).where('type = ?', ['stock']).orderBy('ticker');
* const stmt = db.prepare(qb.build());
* stmt.all(...qb.params());
*/
type QueryType = 'SELECT' | 'INSERT' | 'UPDATE' | 'DELETE';
interface WhereClause {
expression: string;
params: unknown[];
}
/**
* Whitelist of safe column and table names.
* Prevents injection via column/table names.
*/
const SAFE_COLUMNS = new Set([
// holdings table
'ticker',
'shares',
'cost_basis',
'type',
'source',
// market_calls table
'id',
'title',
'quarter',
'date',
'thesis',
'tickers',
'snapshot',
'created_at',
]);
const SAFE_TABLES = new Set(['holdings', 'market_calls']);
/**
* Validates a column name against the whitelist.
* Throws if not in whitelist to prevent column name injection.
*/
function validateColumn(col: string): void {
if (!SAFE_COLUMNS.has(col.toLowerCase())) {
throw new Error(`Unsafe column name: ${col}. Only whitelisted columns allowed.`);
}
}
/**
* Validates a table name against the whitelist.
* Throws if not in whitelist to prevent table name injection.
*/
function validateTable(table: string): void {
if (!SAFE_TABLES.has(table.toLowerCase())) {
throw new Error(`Unsafe table name: ${table}. Only whitelisted tables allowed.`);
}
}
/**
* QueryBuilder — type-safe, injectable-resistant query construction.
*/
export class QueryBuilder {
private type: QueryType | null = null;
private table: string;
private selectCols: string[] = [];
private whereClausesList: WhereClause[] = [];
private orderByCols: { col: string; direction: 'ASC' | 'DESC' }[] = [];
private limitVal: number | null = null;
private offsetVal: number | null = null;
// For INSERT
private insertCols: string[] = [];
private insertParamCount = 0;
// For UPDATE
private updateAssignments: { col: string; paramIndex: number }[] = [];
private allParams: unknown[] = [];
constructor(table: string) {
validateTable(table);
this.table = table;
}
/**
* SELECT query builder.
* Columns are validated against whitelist.
*/
select(columns: string[]): this {
if (this.type !== null) throw new Error('Query type already set');
this.type = 'SELECT';
for (const col of columns) {
validateColumn(col);
this.selectCols.push(col);
}
return this;
}
/**
* INSERT query builder.
* Columns are validated; values go into parameter array.
*/
insert(columns: string[], values: unknown[]): this {
if (this.type !== null) throw new Error('Query type already set');
if (columns.length !== values.length) {
throw new Error('Column/value count mismatch');
}
this.type = 'INSERT';
for (const col of columns) {
validateColumn(col);
this.insertCols.push(col);
}
this.insertParamCount = values.length;
this.allParams.push(...values);
return this;
}
/**
* UPDATE query builder.
* Column names validated; values go into parameter array.
*/
update(updates: Record<string, unknown>): this {
if (this.type !== null) throw new Error('Query type already set');
this.type = 'UPDATE';
let paramIndex = 0;
for (const [col, value] of Object.entries(updates)) {
validateColumn(col);
this.updateAssignments.push({ col, paramIndex });
this.allParams.push(value);
paramIndex++;
}
return this;
}
/**
* DELETE query builder.
*/
delete(): this {
if (this.type !== null) throw new Error('Query type already set');
this.type = 'DELETE';
return this;
}
/**
* WHERE clause(s).
* Expression is NOT validated (it should be safe from app logic);
* params are added to the parameter array.
*
* Example: .where('type = ? AND shares > ?', ['stock', 10])
*/
where(expression: string, params: unknown[] = []): this {
this.whereClausesList.push({ expression, params });
this.allParams.push(...params);
return this;
}
/**
* ORDER BY clause.
* Column names are validated.
*/
orderBy(column: string, direction: 'ASC' | 'DESC' = 'ASC'): this {
validateColumn(column);
this.orderByCols.push({ col: column, direction });
return this;
}
/**
* LIMIT clause.
*/
limit(count: number): this {
if (count < 0) throw new Error('LIMIT must be non-negative');
this.limitVal = count;
return this;
}
/**
* OFFSET clause.
*/
offset(count: number): this {
if (count < 0) throw new Error('OFFSET must be non-negative');
this.offsetVal = count;
return this;
}
/**
* Build the final SQL string.
* The query is built dynamically but with no injection points:
* - Table/column names from whitelist only
* - All user input in the parameter array
*/
build(): string {
if (this.type === null) throw new Error('Query type not set');
let sql = '';
switch (this.type) {
case 'SELECT': {
const cols = this.selectCols.length > 0 ? this.selectCols.join(', ') : '*';
sql = `SELECT ${cols} FROM ${this.table}`;
break;
}
case 'INSERT': {
const cols = this.insertCols.join(', ');
const placeholders = Array(this.insertParamCount).fill('?').join(', ');
sql = `INSERT INTO ${this.table} (${cols}) VALUES (${placeholders})`;
break;
}
case 'UPDATE': {
const assignments = this.updateAssignments.map((a) => `${a.col} = ?`).join(', ');
sql = `UPDATE ${this.table} SET ${assignments}`;
break;
}
case 'DELETE': {
sql = `DELETE FROM ${this.table}`;
break;
}
}
// Add WHERE clause(s)
if (this.whereClausesList.length > 0) {
const whereExpressions = this.whereClausesList.map((w) => `(${w.expression})`).join(' AND ');
sql += ` WHERE ${whereExpressions}`;
}
// Add ORDER BY
if (this.orderByCols.length > 0) {
const orderExpressions = this.orderByCols.map((o) => `${o.col} ${o.direction}`).join(', ');
sql += ` ORDER BY ${orderExpressions}`;
}
// Add LIMIT
if (this.limitVal !== null) {
sql += ` LIMIT ${this.limitVal}`;
}
// Add OFFSET
if (this.offsetVal !== null) {
sql += ` OFFSET ${this.offsetVal}`;
}
return sql;
}
/**
* Return the accumulated parameter array.
* This is what gets passed to db.prepare(...).run(...params).
*/
params(): unknown[] {
return this.allParams;
}
}
server/db/index.ts
-137
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@@ -1,137 +0,0 @@
/**
* SQLite database initialisation.
*
* Call createDb() once in server/app.ts and pass the instance to repositories.
* Uses WAL journal mode for safe concurrent reads alongside the single writer.
*
* Migration: if the legacy JSON files (portfolio.json / market-calls.json) exist
* they are imported once into SQLite, then renamed to *.json.migrated so the
* import never runs again.
*
* SECURITY:
* - All queries use parameterized statements (QueryBuilder + DatabaseConnection)
* - No SQL injection possible via table/column/parameter names
* - Audit trail tracks all mutations for compliance
* - Statement caching improves performance
*/
import BetterSqlite3 from 'better-sqlite3';
import { existsSync, readFileSync, renameSync } from 'fs';
import { randomUUID } from 'crypto';
import { DatabaseConnection } from './DatabaseConnection.js';
import { QueryBuilder } from './QueryBuilder.js';
import { QueryAudit } from './QueryAudit.js';
export type Db = BetterSqlite3.Database;
export { DatabaseConnection, QueryBuilder, QueryAudit };
const DDL = `
CREATE TABLE IF NOT EXISTS holdings (
ticker TEXT PRIMARY KEY,
shares REAL NOT NULL,
cost_basis REAL NOT NULL DEFAULT 0,
type TEXT NOT NULL DEFAULT 'stock',
source TEXT NOT NULL DEFAULT 'Manual'
);
CREATE TABLE IF NOT EXISTS market_calls (
id TEXT PRIMARY KEY,
title TEXT NOT NULL,
quarter TEXT NOT NULL,
date TEXT NOT NULL,
thesis TEXT NOT NULL,
tickers TEXT NOT NULL, -- JSON array
snapshot TEXT NOT NULL, -- JSON object
created_at TEXT NOT NULL
);
`;
export function createDb(path = './market-screener.db'): Db {
const db = new BetterSqlite3(path);
db.pragma('journal_mode = WAL');
db.pragma('foreign_keys = ON');
db.exec(DDL);
migrateJson(db);
return db;
}
// ── One-time JSON → SQLite migration ─────────────────────────────────────────
function migrateJson(db: Db): void {
migratePortfolio(db);
migrateCalls(db);
}
function migratePortfolio(db: Db): void {
const src = './portfolio.json';
if (!existsSync(src)) return;
try {
const { holdings } = JSON.parse(readFileSync(src, 'utf8')) as {
holdings: Array<{
ticker: string;
shares: number;
costBasis: number;
type: string;
source: string;
}>;
};
const insert = db.prepare(
'INSERT OR IGNORE INTO holdings (ticker, shares, cost_basis, type, source) VALUES (?,?,?,?,?)',
);
const insertAll = db.transaction((rows: typeof holdings) => {
for (const h of rows) {
insert.run(
h.ticker.toUpperCase(),
h.shares,
h.costBasis ?? 0,
h.type ?? 'stock',
h.source ?? 'Manual',
);
}
});
insertAll(holdings);
renameSync(src, src + '.migrated');
} catch {
// non-fatal — leave file in place if migration fails
}
}
function migrateCalls(db: Db): void {
const src = './market-calls.json';
if (!existsSync(src)) return;
try {
const { calls } = JSON.parse(readFileSync(src, 'utf8')) as {
calls: Array<{
id?: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string[];
snapshot: Record<string, unknown>;
createdAt: string;
}>;
};
const insert = db.prepare(
'INSERT OR IGNORE INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at) VALUES (?,?,?,?,?,?,?,?)',
);
const insertAll = db.transaction((rows: typeof calls) => {
for (const c of rows) {
insert.run(
c.id ?? randomUUID(),
c.title,
c.quarter,
c.date,
c.thesis,
JSON.stringify(c.tickers ?? []),
JSON.stringify(c.snapshot ?? {}),
c.createdAt,
);
}
});
insertAll(calls);
renameSync(src, src + '.migrated');
} catch {
// non-fatal
}
}
server/services/CalendarService.ts → server/domains/calls/CalendarService.ts
+2 -3
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@@ -1,6 +1,5 @@
import { YahooFinanceClient } from '../clients/YahooFinanceClient'; import { YahooFinanceClient, chunkArray } from '../../domains/shared';
import { chunkArray } from '../utils/Chunker'; import type { CalendarEvent } from '../../domains/shared';
import type { CalendarEvent } from '../types';
export class CalendarService { export class CalendarService {
constructor(private readonly yahoo: YahooFinanceClient) {} constructor(private readonly yahoo: YahooFinanceClient) {}
server/controllers/calls.controller.ts → server/domains/calls/calls.controller.ts
+5 -4
View File
@@ -1,8 +1,9 @@
import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify'; import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
import { MarketCallRepository } from '../repositories/MarketCallRepository'; import { MarketCallRepository } from '../../domains/shared';
import { CalendarService, ScreenerEngine } from '../services/index'; import { CalendarService } from './CalendarService';
import type { SnapshotEntry } from '../types'; import { ScreenerEngine } from '../screener';
import { callSchema } from '../types/schemas'; import type { SnapshotEntry } from '../../domains/shared';
import { callSchema } from '../../domains/shared/types/schemas';
export class CallsController { export class CallsController {
constructor( constructor(
server/domains/calls/index.ts
+3
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@@ -0,0 +1,3 @@
// Calls domain — market call tracking and calendar
export { CallsController } from './calls.controller';
export { CalendarService } from './CalendarService';
server/controllers/finance.controller.ts → server/domains/finance/finance.controller.ts
+5 -6
View File
@@ -1,10 +1,9 @@
import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify'; import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
import { SimpleFINClient } from '../clients/SimpleFINClient'; import { SimpleFINClient, PortfolioRepository, noopLogger } from '../../domains/shared';
import { PortfolioRepository } from '../repositories/PortfolioRepository'; import { PersonalFinanceAnalyzer, ScreenerEngine } from '../screener';
import { PersonalFinanceAnalyzer, PortfolioAdvisor, ScreenerEngine } from '../services/index'; import { PortfolioAdvisor } from '../portfolio/PortfolioAdvisor';
import type { PortfolioHolding } from '../types'; import type { PortfolioHolding } from '../../domains/shared';
import { holdingSchema } from '../types/schemas'; import { holdingSchema } from '../../domains/shared/types/schemas';
import { noopLogger } from '../utils/logger';
export class FinanceController { export class FinanceController {
constructor( constructor(
server/domains/finance/index.ts
+2
View File
@@ -0,0 +1,2 @@
// Finance domain — portfolio metrics and reporting
export { FinanceController } from './finance.controller';
server/services/PortfolioAdvisor.ts → server/domains/portfolio/PortfolioAdvisor.ts
+2 -3
View File
@@ -1,5 +1,4 @@
import { SIGNAL } from '../config/constants'; import { SIGNAL, YahooFinanceClient } from '../../domains/shared';
import { YahooFinanceClient } from '../clients/YahooFinanceClient';
import type { import type {
PortfolioHolding, PortfolioHolding,
Signal, Signal,
@@ -8,7 +7,7 @@ import type {
AdviceRow, AdviceRow,
PositionCalc, PositionCalc,
AdviceOutput, AdviceOutput,
} from '../types'; } from '../../domains/shared';
export class PortfolioAdvisor { export class PortfolioAdvisor {
constructor(private readonly client: YahooFinanceClient) {} constructor(private readonly client: YahooFinanceClient) {}
server/domains/portfolio/finance.controller.ts
+71
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@@ -0,0 +1,71 @@
import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
import { SimpleFINClient, PortfolioRepository, noopLogger } from '../../domains/shared';
import { PersonalFinanceAnalyzer, ScreenerEngine } from '../screener';
import { PortfolioAdvisor } from './PortfolioAdvisor';
import type { PortfolioHolding } from '../../domains/shared';
import { holdingSchema } from '../../domains/shared/types/schemas';
export class FinanceController {
constructor(
private readonly engine: ScreenerEngine,
private readonly repo: PortfolioRepository,
private readonly advisor: PortfolioAdvisor,
) {}
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) => h.ticker.toUpperCase());
const results =
screenable.length > 0
? await this.engine.screenTickers(screenable)
: { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} as any };
const advice = await this.advisor.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();
}
}
server/domains/portfolio/index.ts
+3
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@@ -0,0 +1,3 @@
// Portfolio domain — holdings management and advice
export { FinanceController } from './finance.controller';
export { PortfolioAdvisor } from './PortfolioAdvisor';
server/services/PersonalFinanceAnalyzer.ts → server/domains/screener/PersonalFinanceAnalyzer.ts
+1 -1
View File
@@ -1,4 +1,4 @@
import type { CategoryBreakdown, FinanceAnalysis, SimpleFINAccount } from '../types'; import type { CategoryBreakdown, FinanceAnalysis, SimpleFINAccount } from '../../domains/shared';
export class PersonalFinanceAnalyzer { export class PersonalFinanceAnalyzer {
analyze(accounts: SimpleFINAccount[]): FinanceAnalysis { analyze(accounts: SimpleFINAccount[]): FinanceAnalysis {
server/services/ScreenerEngine.ts → server/domains/screener/ScreenerEngine.ts
+19 -13
View File
@@ -1,15 +1,20 @@
import { YahooFinanceClient } from '../clients/YahooFinanceClient'; import {
import { BenchmarkProvider } from './BenchmarkProvider'; YahooFinanceClient,
import { DataMapper } from './DataMapper'; BenchmarkProvider,
import { chunkArray } from '../utils/Chunker'; chunkArray,
import { RuleMerger } from './RuleMerger'; Stock,
import { Stock } from '../models/Stock'; Etf,
import { Etf } from '../models/Etf'; Bond,
import { Bond } from '../models/Bond'; SIGNAL,
import { StockScorer } from '../scorers/StockScorer'; SIGNAL_ORDER,
import { EtfScorer } from '../scorers/EtfScorer'; SCORE_MODE,
import { BondScorer } from '../scorers/BondScorer'; ASSET_TYPE,
import { SIGNAL, SIGNAL_ORDER, SCORE_MODE, ASSET_TYPE } from '../config/constants'; } from '../../domains/shared';
import { DataMapper } from './transform/DataMapper';
import { RuleMerger } from './transform/RuleMerger';
import { StockScorer } from './scorers/StockScorer';
import { EtfScorer } from './scorers/EtfScorer';
import { BondScorer } from './scorers/BondScorer';
import type { import type {
Logger, Logger,
MarketContext, MarketContext,
@@ -23,7 +28,7 @@ import type {
StockData, StockData,
EtfData, EtfData,
BondData, BondData,
} from '../types'; } from '../../domains/shared';
export class ScreenerEngine { export class ScreenerEngine {
private static readonly BATCH_SIZE = 5; private static readonly BATCH_SIZE = 5;
@@ -36,6 +41,7 @@ export class ScreenerEngine {
private readonly benchmarkProvider: BenchmarkProvider, private readonly benchmarkProvider: BenchmarkProvider,
{ logger }: ScreenerEngineOptions = {}, { logger }: ScreenerEngineOptions = {},
) { ) {
// eslint-disable-next-line no-console
this.logger = logger ?? { this.logger = logger ?? {
write: (msg: string) => process.stdout.write(msg), write: (msg: string) => process.stdout.write(msg),
log: (...args: unknown[]) => console.log(...args), log: (...args: unknown[]) => console.log(...args),
server/controllers/analyze.controller.ts → server/domains/screener/analyze.controller.ts
+11 -6
View File
@@ -1,13 +1,18 @@
import type { FastifyInstance, FastifyRequest, FastifyReply } from 'fastify'; import type { FastifyInstance, FastifyRequest, FastifyReply } from 'fastify';
import type { LLMAnalyst } from '../services/LLMAnalyst'; import type { LLMAnalyst } from '../../domains/shared';
import { CatalystAnalyst } from '../services/CatalystAnalyst'; import { CatalystCache, CatalystAnalyst } from '../../domains/shared';
import { analyzeSchema } from '../types/schemas'; import { analyzeSchema } from '../../domains/shared/types/schemas';
export class AnalyzeController { export class AnalyzeController {
private readonly catalystAnalyst: CatalystAnalyst;
constructor( constructor(
private readonly catalyst: CatalystAnalyst, private readonly catalystCache: CatalystCache,
private readonly llm: LLMAnalyst, private readonly llm: LLMAnalyst,
) {} ) {
// Create a fresh instance for per-ticker story fetching (not cached)
this.catalystAnalyst = new CatalystAnalyst();
}
register(app: FastifyInstance): void { register(app: FastifyInstance): void {
app.post( app.post(
@@ -24,7 +29,7 @@ export class AnalyzeController {
const tickers = (req.body as { tickers: string[] }).tickers.map((t) => t.toUpperCase()); const tickers = (req.body as { tickers: string[] }).tickers.map((t) => t.toUpperCase());
const stories = await this.catalyst.fetchStoriesForTickers(tickers); const stories = await this.catalystAnalyst.fetchStoriesForTickers(tickers);
if (!stories.length) return reply.code(200).send({ analysis: null, reason: 'no_stories' }); if (!stories.length) return reply.code(200).send({ analysis: null, reason: 'no_stories' });
const { tickerFrequency } = CatalystAnalyst.rankTickers(stories); const { tickerFrequency } = CatalystAnalyst.rankTickers(stories);
server/domains/screener/index.ts
+18
View File
@@ -0,0 +1,18 @@
// Screener domain — stock/ETF/bond filtering and scoring
// Controllers
export { ScreenerController } from './screener.controller';
export { AnalyzeController } from './analyze.controller';
// Services
export { ScreenerEngine } from './ScreenerEngine';
export { PersonalFinanceAnalyzer } from './PersonalFinanceAnalyzer';
// Scorers
export { StockScorer } from './scorers/StockScorer';
export { EtfScorer } from './scorers/EtfScorer';
export { BondScorer } from './scorers/BondScorer';
// Transform utilities
export { DataMapper } from './transform/DataMapper';
export { RuleMerger } from './transform/RuleMerger';
server/scorers/BondScorer.ts → server/domains/screener/scorers/BondScorer.ts
+6 -1
View File
@@ -1,4 +1,9 @@
import type { BondMetrics, MarketContext, ScoreResult, SanitizedBondMetrics } from '../types'; import type {
BondMetrics,
MarketContext,
ScoreResult,
SanitizedBondMetrics,
} from '../../../domains/shared';
export class BondScorer { export class BondScorer {
static score( static score(
server/scorers/EtfScorer.ts → server/domains/screener/scorers/EtfScorer.ts
+1 -1
View File
@@ -1,4 +1,4 @@
import type { EtfMetrics, ScoreResult } from '../types'; import type { EtfMetrics, ScoreResult } from '../../../domains/shared';
export class EtfScorer { export class EtfScorer {
static score( static score(
server/scorers/StockScorer.ts → server/domains/screener/scorers/StockScorer.ts
+1 -1
View File
@@ -1,4 +1,4 @@
import type { NumVal, SanitizedMetrics, ScoreResult, StockMetrics } from '../types'; import type { NumVal, SanitizedMetrics, ScoreResult, StockMetrics } from '../../../domains/shared';
export class StockScorer { export class StockScorer {
private static n(v: unknown): NumVal { private static n(v: unknown): NumVal {
server/controllers/screener.controller.ts → server/domains/screener/screener.controller.ts
+9 -7
View File
@@ -1,11 +1,14 @@
import type { FastifyInstance, FastifyRequest } from 'fastify'; import type { FastifyInstance, FastifyRequest } from 'fastify';
import { ScreenerEngine, CatalystAnalyst } from '../services/index'; import { ScreenerEngine } from './ScreenerEngine';
import { noopLogger } from '../utils/logger'; import { CatalystCache } from '../../domains/shared';
import type { LiveAssetResult } from '../types'; import type { LiveAssetResult } from '../../domains/shared';
import { screenSchema } from '../types/schemas'; import { screenSchema } from '../../domains/shared/types/schemas';
export class ScreenerController { export class ScreenerController {
constructor(private readonly engine: ScreenerEngine) {} constructor(
private readonly engine: ScreenerEngine,
private readonly catalystCache: CatalystCache,
) {}
register(app: FastifyInstance): void { register(app: FastifyInstance): void {
app.post( app.post(
@@ -45,8 +48,7 @@ export class ScreenerController {
} }
private async catalysts() { private async catalysts() {
const catalyst = new CatalystAnalyst({ logger: noopLogger }); const { tickers, stories } = await this.catalystCache.get();
const { tickers, stories } = await catalyst.run();
return { tickers, stories }; return { tickers, stories };
} }
} }
server/services/DataMapper.ts → server/domains/screener/transform/DataMapper.ts
+1 -1
View File
@@ -1,4 +1,4 @@
import type { MappedData } from '../types'; import type { MappedData } from '../../../domains/shared';
// Internal: Yahoo Finance API response shape // Internal: Yahoo Finance API response shape
type YahooSummary = Record<string, Record<string, unknown>>; type YahooSummary = Record<string, Record<string, unknown>>;
server/domains/screener/transform/MarketRegime.ts
+69
View File
@@ -0,0 +1,69 @@
import { ASSET_TYPE, REGIME, SECTOR } from '../../shared';
import type { MarketContext, AssetType, InflatedOverrides } from '../../shared';
export class MarketRegime {
private marketPE: number;
private techPE: number;
private reitYield: number;
private igSpread: number;
private rateRegime: string;
private volatilityRegime: string;
constructor(marketContext: Partial<MarketContext>) {
const b = marketContext?.benchmarks ?? ({} as MarketContext['benchmarks']);
this.marketPE = b.marketPE ?? 22;
this.techPE = b.techPE ?? 30;
this.reitYield = b.reitYield ?? 3.5;
this.igSpread = b.igSpread ?? 1.0;
this.rateRegime = marketContext?.rateRegime ?? REGIME.NORMAL;
this.volatilityRegime = marketContext?.volatilityRegime ?? REGIME.NORMAL;
}
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();
return { gates: {}, thresholds: {} };
}
private stock(sector?: string): InflatedOverrides {
if (sector === SECTOR.REIT) {
return {
gates: {},
thresholds: {
minYield: +(this.reitYield * (this.rateRegime === REGIME.HIGH ? 0.95 : 0.85)).toFixed(2),
maxPFFO: 20,
},
};
}
if (sector === SECTOR.TECHNOLOGY) {
return {
gates: {
maxPERatio: Math.round(this.techPE * 1.3),
maxPegGate: +(this.techPE / 15).toFixed(1),
},
thresholds: {},
};
}
const peMultiplier = this.rateRegime === REGIME.HIGH ? 1.2 : 1.5;
return {
gates: {
maxPERatio: Math.round(this.marketPE * peMultiplier),
maxPegGate: +(this.marketPE / 12).toFixed(1),
},
thresholds: {},
};
}
private etf(): InflatedOverrides {
return { gates: { maxExpenseRatio: 0.75 }, thresholds: { minYield: 0.5 } };
}
private bond(): InflatedOverrides {
const spreadMultiplier = this.rateRegime === REGIME.HIGH ? 0.9 : 0.8;
return {
gates: {},
thresholds: { minSpread: +(this.igSpread * spreadMultiplier).toFixed(2) },
};
}
}
server/services/RuleMerger.ts → server/domains/screener/transform/RuleMerger.ts
+4 -4
View File
@@ -1,7 +1,7 @@
import { ScoringRules } from '../config/ScoringConfig'; import { ScoringRules } from '../../../domains/shared/scoring/ScoringConfig';
import { MarketRegime } from './MarketRegime'; import { MarketRegime } from '../../../domains/shared/scoring/MarketRegime';
import { SCORE_MODE } from '../config/constants'; import { SCORE_MODE } from '../../../domains/shared';
import type { AssetType, MarketContext, RuleSet } from '../types'; import type { AssetType, MarketContext, RuleSet } from '../../../domains/shared';
export class RuleMerger { export class RuleMerger {
static getRulesForAsset( static getRulesForAsset(
server/clients/AnthropicClient.ts → server/domains/shared/adapters/AnthropicClient.ts
View File
server/clients/SimpleFINClient.ts → server/domains/shared/adapters/SimpleFINClient.ts
+3
View File
@@ -10,6 +10,7 @@ export class SimpleFINClient {
constructor({ logger, onAccessUrlClaimed }: SimpleFINOptions = {}) { constructor({ logger, onAccessUrlClaimed }: SimpleFINOptions = {}) {
this.accessUrl = null; this.accessUrl = null;
// eslint-disable-next-line no-console
this.logger = logger ?? { this.logger = logger ?? {
write: (msg) => process.stdout.write(msg), write: (msg) => process.stdout.write(msg),
log: (...args) => console.log(...args), log: (...args) => console.log(...args),
@@ -157,9 +158,11 @@ export function saveAccessUrlToEnv(accessUrl: string): void {
const existing = fs.existsSync('.env') ? fs.readFileSync('.env', 'utf8') : ''; const existing = fs.existsSync('.env') ? fs.readFileSync('.env', 'utf8') : '';
if (!existing.includes('SIMPLEFIN_ACCESS_URL')) { if (!existing.includes('SIMPLEFIN_ACCESS_URL')) {
fs.appendFileSync('.env', `\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`); fs.appendFileSync('.env', `\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`);
// eslint-disable-next-line no-console
console.log('✅ Access URL saved to .env — you can remove SIMPLEFIN_SETUP_TOKEN\n'); console.log('✅ Access URL saved to .env — you can remove SIMPLEFIN_SETUP_TOKEN\n');
} }
} catch { } catch {
// eslint-disable-next-line no-console
console.log(`\nSave this to .env:\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`); console.log(`\nSave this to .env:\nSIMPLEFIN_ACCESS_URL=${accessUrl}\n`);
} }
} }
server/clients/YahooFinanceClient.ts → server/domains/shared/adapters/YahooFinanceClient.ts
View File
server/config/constants.ts → server/domains/shared/config/constants.ts
View File
server/db/DatabaseConnection.ts → server/domains/shared/db/DatabaseConnection.ts
+11 -13
View File
@@ -16,13 +16,10 @@
*/ */
import type BetterSqlite3 from 'better-sqlite3'; import type BetterSqlite3 from 'better-sqlite3';
import { QueryBuilder } from './QueryBuilder'; import type { DatabaseOptions } from '../types/index';
import { QueryAudit, AuditAction } from './QueryAudit'; import { AuditAction } from '../types/index';
import { QueryBuilder } from '../utils/QueryBuilder';
export interface DatabaseOptions { import { QueryAudit } from './QueryAudit';
audit?: QueryAudit;
logSlowQueries?: number; // milliseconds; logs queries slower than this
}
/** /**
* DatabaseConnection — Safe, auditable, performant SQLite wrapper. * DatabaseConnection — Safe, auditable, performant SQLite wrapper.
@@ -44,8 +41,8 @@ export class DatabaseConnection {
* Logs the query to the audit trail. * Logs the query to the audit trail.
*/ */
all<T = Record<string, unknown>>(qb: QueryBuilder): T[] { all<T = Record<string, unknown>>(qb: QueryBuilder): T[] {
const sql = qb.build(); const sql = qb.sql;
const params = qb.params(); const params = qb.queryParams;
const startMs = performance.now(); const startMs = performance.now();
try { try {
@@ -71,8 +68,8 @@ export class DatabaseConnection {
* Logs the query to the audit trail. * Logs the query to the audit trail.
*/ */
get<T = Record<string, unknown>>(qb: QueryBuilder): T | null { get<T = Record<string, unknown>>(qb: QueryBuilder): T | null {
const sql = qb.build(); const sql = qb.sql;
const params = qb.params(); const params = qb.queryParams;
const startMs = performance.now(); const startMs = performance.now();
try { try {
@@ -98,8 +95,8 @@ export class DatabaseConnection {
* Logs the query to the audit trail. * Logs the query to the audit trail.
*/ */
run(qb: QueryBuilder): number { run(qb: QueryBuilder): number {
const sql = qb.build(); const sql = qb.sql;
const params = qb.params(); const params = qb.queryParams;
const startMs = performance.now(); const startMs = performance.now();
// Determine audit action from SQL // Determine audit action from SQL
@@ -169,6 +166,7 @@ export class DatabaseConnection {
* Call db.printAudit() to see the most recent 100 queries. * Call db.printAudit() to see the most recent 100 queries.
*/ */
printAudit(): void { printAudit(): void {
// eslint-disable-next-line no-console
console.log(this.audit.report()); console.log(this.audit.report());
} }
server/domains/shared/db/DatabaseInitializer.ts
+143
View File
@@ -0,0 +1,143 @@
/**
* Database initialization and migration.
*
* Handles:
* - Creating/opening SQLite database
* - Running DDL schema setup
* - Migrating legacy JSON files (one-time)
*/
import BetterSqlite3 from 'better-sqlite3';
import { existsSync, readFileSync, renameSync } from 'fs';
import { randomUUID } from 'crypto';
import { DDL } from './queries.constant';
import { QueryBuilder } from '../utils/QueryBuilder';
export type Db = BetterSqlite3.Database;
// ── Types ────────────────────────────────────────────────────────────────────
interface LegacyHolding {
ticker: string;
shares: number;
costBasis: number;
type: string;
source: string;
}
interface LegacyCall {
id?: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string[];
snapshot: Record<string, unknown>;
createdAt: string;
}
// ── Main Export ──────────────────────────────────────────────────────────────
/**
* Initialize and open the SQLite database.
*
* Steps:
* 1. Create/open database file
* 2. Enable WAL mode (concurrent read safety)
* 3. Enable foreign keys
* 4. Run DDL (create tables if missing)
* 5. Migrate legacy JSON files (one-time)
*
* @param path Path to database file (default: ./market-screener.db)
* @returns Opened database instance (wrap in DatabaseConnection for safe access)
*/
export function createDb(path = './market-screener.db'): Db {
const db = new BetterSqlite3(path);
db.pragma('journal_mode = WAL');
db.pragma('foreign_keys = ON');
db.exec(DDL);
migrateJson(db);
return db;
}
// ── Migration Helpers ────────────────────────────────────────────────────────
/**
* Migrate legacy JSON files to SQLite (one-time, non-fatal).
* Called automatically during database initialization.
*/
function migrateJson(db: Db): void {
migratePortfolio(db);
migrateCalls(db);
}
/**
* Migrate portfolio.json → holdings table.
* If portfolio.json exists, import all holdings and rename to portfolio.json.migrated.
* If import fails, leave portfolio.json in place (non-fatal).
*/
function migratePortfolio(db: Db): void {
const src = './portfolio.json';
if (!existsSync(src)) return;
try {
const { holdings } = JSON.parse(readFileSync(src, 'utf8')) as {
holdings: LegacyHolding[];
};
const insertAll = db.transaction((rows: LegacyHolding[]) => {
for (const h of rows) {
const qb = new QueryBuilder('MIGRATION_QUERIES.HOLDINGS_INSERT_OR_IGNORE', [
h.ticker.toUpperCase(),
h.shares,
h.costBasis ?? 0,
h.type ?? 'stock',
h.source ?? 'Manual',
]);
db.prepare(qb.sql).run(...qb.queryParams);
}
});
insertAll(holdings);
renameSync(src, `${src}.migrated`);
} catch {
// Non-fatal: leave portfolio.json in place if migration fails
}
}
/**
* Migrate market-calls.json → market_calls table.
* If market-calls.json exists, import all calls and rename to market-calls.json.migrated.
* If import fails, leave market-calls.json in place (non-fatal).
*/
function migrateCalls(db: Db): void {
const src = './market-calls.json';
if (!existsSync(src)) return;
try {
const { calls } = JSON.parse(readFileSync(src, 'utf8')) as {
calls: LegacyCall[];
};
const insertAll = db.transaction((rows: LegacyCall[]) => {
for (const c of rows) {
const qb = new QueryBuilder('MIGRATION_QUERIES.MARKET_CALLS_INSERT_OR_IGNORE', [
c.id ?? randomUUID(),
c.title,
c.quarter,
c.date,
c.thesis,
JSON.stringify(c.tickers ?? []),
JSON.stringify(c.snapshot ?? {}),
c.createdAt,
]);
db.prepare(qb.sql).run(...qb.queryParams);
}
});
insertAll(calls);
renameSync(src, `${src}.migrated`);
} catch {
// Non-fatal: leave market-calls.json in place if migration fails
}
}
server/db/QueryAudit.ts → server/domains/shared/db/QueryAudit.ts
+3 -17
View File
@@ -3,8 +3,8 @@
* *
* Usage: * Usage:
* const audit = new QueryAudit(); * const audit = new QueryAudit();
* audit.logQuery('SELECT * FROM holdings', [], 'READ'); * audit.log('SELECT * FROM holdings', [], AuditAction.READ, 1.5);
* audit.logQuery('UPDATE holdings SET shares = ? WHERE ticker = ?', [100, 'AAPL'], 'WRITE'); * audit.log('UPDATE holdings SET shares = ? WHERE ticker = ?', [100, 'AAPL'], AuditAction.WRITE, 0.8, 1);
* *
* Provides: * Provides:
* - Audit trail of all queries executed * - Audit trail of all queries executed
@@ -13,21 +13,7 @@
* - Optional persistent storage for compliance * - Optional persistent storage for compliance
*/ */
export enum AuditAction { import type { AuditAction, AuditEntry } from '../types/index';
READ = 'READ',
WRITE = 'WRITE',
DELETE = 'DELETE',
}
export interface AuditEntry {
timestamp: string; // ISO 8601
action: AuditAction;
sql: string;
params: unknown[];
durationMs: number;
rowsAffected?: number;
error?: string;
}
/** /**
* QueryAudit — in-memory audit trail with optional callbacks. * QueryAudit — in-memory audit trail with optional callbacks.
server/domains/shared/db/index.ts
+32
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@@ -0,0 +1,32 @@
/**
* Database layer — barrel export (ONLY re-exports, no logic).
*
* This file is the SINGLE public API for all database functionality.
* All imports should come from here, not from individual files.
*
* USAGE:
* import { createDb, DatabaseConnection, QueryAudit } from './db/index.js';
* import type { AuditEntry } from './db/index.js';
*
* FILE ORGANIZATION:
* - DatabaseInitializer.ts: createDb() function + migrations (pure functions)
* - QueryAudit.ts: class QueryAudit (logging service)
* - DatabaseConnection.ts: class DatabaseConnection (data access service)
* - index.ts: THIS FILE (barrel re-exports only)
*
* SECURITY:
* - All queries use parameterized statements (QueryBuilder + DatabaseConnection)
* - No SQL injection possible via table/column/parameter names
* - Audit trail tracks all mutations for compliance
*/
// Initialization
export { createDb, type Db } from './DatabaseInitializer';
// Data access
export { DatabaseConnection } from './DatabaseConnection';
export { QueryAudit } from './QueryAudit';
// Types
export { AuditAction } from '../types/database.model';
export type { AuditEntry, DatabaseOptions } from '../types/database.model';
server/domains/shared/db/queries.constant.ts
+100
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@@ -0,0 +1,100 @@
/**
* SQL Query Constants
*
* All SQL queries used in the application.
* Repositories reference these by name (e.g., MARKET_CALLS_QUERIES.SELECT_ALL).
* QueryBuilder looks them up and binds parameters.
*
* All queries use parameterized statements (?) for security.
* User input NEVER goes into the SQL string.
*/
// ── Holdings Table Queries ───────────────────────────────────────────────────
export const HOLDINGS_QUERIES = {
// Check if any holdings exist
EXISTS: 'SELECT COUNT(*) AS n FROM holdings',
// Get all holdings, sorted by ticker
SELECT_ALL: 'SELECT ticker, shares, cost_basis, type, source FROM holdings ORDER BY ticker ASC',
// Insert or update a holding (UPSERT)
UPSERT: `
INSERT INTO holdings (ticker, shares, cost_basis, type, source)
VALUES (?, ?, ?, ?, ?)
ON CONFLICT(ticker) DO UPDATE SET
shares = excluded.shares,
cost_basis = excluded.cost_basis,
type = excluded.type,
source = excluded.source
`,
// Delete a holding by ticker
DELETE_BY_TICKER: 'DELETE FROM holdings WHERE ticker = ?',
};
// ── Market Calls Table Queries ───────────────────────────────────────────────
export const MARKET_CALLS_QUERIES = {
// Get all market calls, newest first
SELECT_ALL: `
SELECT id, title, quarter, date, thesis, tickers, snapshot, created_at
FROM market_calls
ORDER BY created_at DESC
`,
// Get a single market call by ID
SELECT_BY_ID: `
SELECT id, title, quarter, date, thesis, tickers, snapshot, created_at
FROM market_calls
WHERE id = ?
`,
// Insert a new market call
INSERT: `
INSERT INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at)
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
`,
// Delete a market call by ID
DELETE_BY_ID: 'DELETE FROM market_calls WHERE id = ?',
};
// ── Migration Queries (for DatabaseInitializer) ──────────────────────────────
export const MIGRATION_QUERIES = {
// Insert holdings during migration
HOLDINGS_INSERT_OR_IGNORE: `
INSERT OR IGNORE INTO holdings (ticker, shares, cost_basis, type, source)
VALUES (?, ?, ?, ?, ?)
`,
// Insert market calls during migration
MARKET_CALLS_INSERT_OR_IGNORE: `
INSERT OR IGNORE INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at)
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
`,
};
// ── Schema Definition (DDL) ──────────────────────────────────────────────────
export const DDL = `
CREATE TABLE IF NOT EXISTS holdings (
ticker TEXT PRIMARY KEY,
shares REAL NOT NULL,
cost_basis REAL NOT NULL DEFAULT 0,
type TEXT NOT NULL DEFAULT 'stock',
source TEXT NOT NULL DEFAULT 'Manual'
);
CREATE TABLE IF NOT EXISTS market_calls (
id TEXT PRIMARY KEY,
title TEXT NOT NULL,
quarter TEXT NOT NULL,
date TEXT NOT NULL,
thesis TEXT NOT NULL,
tickers TEXT NOT NULL, -- JSON array
snapshot TEXT NOT NULL, -- JSON object
created_at TEXT NOT NULL
);
`;
server/models/Asset.ts → server/domains/shared/entities/Asset.ts
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server/models/Bond.ts → server/domains/shared/entities/Bond.ts
+2 -2
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@@ -1,6 +1,6 @@
import { CREDIT_RATING_SCALE } from '../config/ScoringConfig'; import { CREDIT_RATING_SCALE } from '../scoring/ScoringConfig';
import { Asset } from './Asset'; import { Asset } from './Asset';
import type { BondData, BondMetrics } from '../types/models.model'; import type { BondData, BondMetrics } from '../types/index';
export class Bond extends Asset { export class Bond extends Asset {
metrics: BondMetrics; metrics: BondMetrics;
server/models/Etf.ts → server/domains/shared/entities/Etf.ts
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server/models/Stock.ts → server/domains/shared/entities/Stock.ts
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server/domains/shared/index.ts
+47
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@@ -0,0 +1,47 @@
// Shared domain — re-exports all shared infrastructure
// Import from here, not from individual subdirectories
// Entities
export { Asset } from './entities/Asset';
export { Stock } from './entities/Stock';
export { Etf } from './entities/Etf';
export { Bond } from './entities/Bond';
// Adapters (external API clients)
export { YahooFinanceClient } from './adapters/YahooFinanceClient';
export { AnthropicClient } from './adapters/AnthropicClient';
export { SimpleFINClient } from './adapters/SimpleFINClient';
// Services
export { BenchmarkProvider } from './services/BenchmarkProvider';
export { CatalystAnalyst } from './services/CatalystAnalyst';
export { CatalystCache } from './services/CatalystCache';
export { LLMAnalyst } from './services/LLMAnalyst';
// Scoring
export { CREDIT_RATING_SCALE } from './scoring/ScoringConfig';
export { MarketRegime } from './scoring/MarketRegime';
// Persistence (repositories)
export { MarketCallRepository } from './persistence/MarketCallRepository';
export { PortfolioRepository } from './persistence/PortfolioRepository';
export { DatabaseConnection, QueryAudit, createDb } from './db/index';
// Config & Constants
export {
SIGNAL,
SIGNAL_ORDER,
SCORE_MODE,
ASSET_TYPE,
REGIME,
CAP_CATEGORY,
GROWTH_CATEGORY,
SECTOR,
} from './config/constants';
// Types — re-export everything from types barrel
export type * from './types/index';
// Utils
export { noopLogger } from './utils/logger';
export { chunkArray } from './utils/Chunker';
server/domains/shared/persistence/MarketCallRepository.ts
+96
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@@ -0,0 +1,96 @@
import { randomUUID } from 'crypto';
import { DatabaseConnection } from '../db/index';
import { QueryBuilder } from '../utils/QueryBuilder';
import { sanitizeString, sanitizeDate } from '../utils/sanitizer';
import type { MarketCall, CreateCallInput, MarketCallRow } from '../types';
export class MarketCallRepository {
constructor(private readonly db: DatabaseConnection) {}
/**
* Get all market calls, newest first.
*/
list(): (MarketCall & { createdAt: string })[] {
const qb = new QueryBuilder('MARKET_CALLS_QUERIES.SELECT_ALL');
const rows = this.db.all<MarketCallRow>(qb);
return rows.map(MarketCallRepository.toCall);
}
/**
* Get a single market call by ID.
*/
get(id: string): (MarketCall & { createdAt: string }) | null {
const qb = new QueryBuilder('MARKET_CALLS_QUERIES.SELECT_BY_ID', [id]);
const row = this.db.get<MarketCallRow>(qb);
return row ? MarketCallRepository.toCall(row) : null;
}
/**
* Create a new market call with snapshot of current prices.
*/
create({
title,
quarter,
date,
thesis,
tickers,
snapshot,
}: CreateCallInput): MarketCall & { createdAt: string } {
// Sanitize inputs
const sanitizedTitle = sanitizeString(title, 'title', 255);
const sanitizedQuarter = sanitizeString(quarter, 'quarter', 10);
const sanitizedThesis = sanitizeString(thesis, 'thesis', 2000);
const sanitizedDate = date ? sanitizeDate(date, 'date') : new Date().toISOString().slice(0, 10);
const call = {
id: randomUUID(),
title: sanitizedTitle,
quarter: sanitizedQuarter,
date: sanitizedDate,
thesis: sanitizedThesis,
tickers: tickers ?? [],
snapshot: snapshot ?? {},
createdAt: new Date().toISOString(),
};
const qb = new QueryBuilder('MARKET_CALLS_QUERIES.INSERT', [
call.id,
call.title,
call.quarter,
call.date,
call.thesis,
JSON.stringify(call.tickers),
JSON.stringify(call.snapshot),
call.createdAt,
]);
this.db.run(qb);
return call as MarketCall & { createdAt: string };
}
/**
* Delete a market call by ID.
* Returns true if the call existed and was deleted, false otherwise.
*/
delete(id: string): boolean {
const qb = new QueryBuilder('MARKET_CALLS_QUERIES.DELETE_BY_ID', [id]);
const changes = this.db.run(qb);
return changes > 0;
}
/**
* Convert database row to domain object.
*/
private static toCall(row: MarketCallRow): MarketCall & { createdAt: string } {
return {
id: row.id,
title: row.title,
quarter: row.quarter,
date: row.date,
thesis: row.thesis,
tickers: JSON.parse(row.tickers),
snapshot: JSON.parse(row.snapshot),
createdAt: row.created_at,
} as MarketCall & { createdAt: string };
}
}
server/domains/shared/persistence/PortfolioRepository.ts
+74
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@@ -0,0 +1,74 @@
import { DatabaseConnection } from '../db/index';
import { QueryBuilder } from '../utils/QueryBuilder';
import { sanitizeTicker, sanitizeNumber } from '../utils/sanitizer';
import type { PortfolioData, PortfolioHolding, HoldingRow } from '../types';
export class PortfolioRepository {
constructor(private readonly db: DatabaseConnection) {}
/**
* Check if portfolio has any holdings.
*/
exists(): boolean {
const qb = new QueryBuilder('HOLDINGS_QUERIES.EXISTS');
const row = this.db.get<{ n: number }>(qb);
return row ? row.n > 0 : false;
}
/**
* Read all holdings.
*/
read(): PortfolioData {
const qb = new QueryBuilder('HOLDINGS_QUERIES.SELECT_ALL');
const rows = this.db.all<HoldingRow>(qb);
return { holdings: rows.map(PortfolioRepository.toHolding) };
}
/**
* Insert or update a holding (UPSERT).
*/
upsert(entry: PortfolioHolding): PortfolioHolding {
// Sanitize inputs
const ticker = sanitizeTicker(entry.ticker);
const shares = sanitizeNumber(entry.shares, 'shares', { min: 0 });
const costBasis = sanitizeNumber(entry.costBasis ?? 0, 'costBasis', { min: 0 });
const type = entry.type ?? 'stock';
const source = entry.source ?? 'Manual';
const qb = new QueryBuilder('HOLDINGS_QUERIES.UPSERT', [
ticker,
shares,
costBasis,
type,
source,
]);
this.db.run(qb);
return { ...entry, ticker };
}
/**
* Delete a holding by ticker.
*/
remove(ticker: string): boolean {
// Sanitize input
const sanitizedTicker = sanitizeTicker(ticker);
const qb = new QueryBuilder('HOLDINGS_QUERIES.DELETE_BY_TICKER', [sanitizedTicker]);
const changes = this.db.run(qb);
return changes > 0;
}
/**
* Convert database row to domain object.
*/
private static toHolding(row: HoldingRow): PortfolioHolding {
return {
ticker: row.ticker,
shares: row.shares,
costBasis: row.cost_basis,
type: row.type as PortfolioHolding['type'],
source: row.source,
};
}
}
server/services/MarketRegime.ts → server/domains/shared/scoring/MarketRegime.ts
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server/config/ScoringConfig.ts → server/domains/shared/scoring/ScoringConfig.ts
View File
server/services/BenchmarkProvider.ts → server/domains/shared/services/BenchmarkProvider.ts
+2 -2
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@@ -1,7 +1,7 @@
import { readFileSync, writeFileSync, existsSync } from 'fs'; import { readFileSync, writeFileSync, existsSync } from 'fs';
import { YahooFinanceClient } from '../clients/YahooFinanceClient'; import { YahooFinanceClient } from '../adapters/YahooFinanceClient';
import { REGIME } from '../config/constants'; import { REGIME } from '../config/constants';
import type { MarketContext, Logger, BenchmarkProviderOptions } from '../types'; import type { MarketContext, Logger, BenchmarkProviderOptions } from '../types/index';
interface CacheFile { interface CacheFile {
data: MarketContext; data: MarketContext;
server/services/CatalystAnalyst.ts → server/domains/shared/services/CatalystAnalyst.ts
+2 -2
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@@ -1,5 +1,5 @@
import { YahooFinanceClient } from '../clients/YahooFinanceClient'; import { YahooFinanceClient } from '../adapters/YahooFinanceClient';
import type { Logger, CatalystResult, Story, YahooNewsItem } from '../types'; import type { Logger, CatalystResult, Story, YahooNewsItem } from '../types/index';
export class CatalystAnalyst { export class CatalystAnalyst {
private static readonly NEWS_QUERIES = [ private static readonly NEWS_QUERIES = [
server/domains/shared/services/CatalystCache.ts
+71
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@@ -0,0 +1,71 @@
import type { CatalystResult, Logger } from '../types/index';
import { CatalystAnalyst } from './CatalystAnalyst';
export class CatalystCache {
private static readonly TTL_MS = 15 * 60 * 1000; // 15 minutes
private cached: CatalystResult | null = null;
private cachedAt: number | null = null;
private isRefreshing = false;
private analyst: CatalystAnalyst;
private logger: Pick<Logger, 'write'>;
constructor({ logger }: { logger?: Pick<Logger, 'write'> } = {}) {
this.analyst = new CatalystAnalyst({ logger });
this.logger = logger ?? { write: (msg: string) => process.stdout.write(msg) };
}
async get(): Promise<CatalystResult> {
const now = Date.now();
const isStale = !this.cachedAt || now - this.cachedAt > CatalystCache.TTL_MS;
if (!isStale && this.cached) {
return this.cached;
}
if (this.isRefreshing) {
// Return stale cache while refresh in progress
if (this.cached) {
return this.cached;
}
// If no cache exists yet, wait for refresh to complete
return new Promise((resolve) => {
const checkInterval = setInterval(() => {
if (!this.isRefreshing && this.cached) {
clearInterval(checkInterval);
resolve(this.cached!);
}
}, 100);
// Timeout after 30s
setTimeout(() => clearInterval(checkInterval), 30000);
});
}
// Trigger refresh
this.isRefreshing = true;
try {
this.logger.write('📡 Refreshing catalyst cache...\n');
this.cached = await this.analyst.run();
this.cachedAt = now;
} catch (error) {
this.logger.write(`⚠️ Catalyst refresh failed: ${error}\n`);
// Return stale cache on error
if (!this.cached) {
this.cached = { tickers: [], tickerFrequency: {}, stories: [] };
}
} finally {
this.isRefreshing = false;
}
return this.cached;
}
isExpired(): boolean {
if (!this.cachedAt) return true;
return Date.now() - this.cachedAt > CatalystCache.TTL_MS;
}
clear(): void {
this.cached = null;
this.cachedAt = null;
}
}
server/services/LLMAnalyst.ts → server/domains/shared/services/LLMAnalyst.ts
+3 -2
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@@ -1,14 +1,15 @@
import { readFileSync } from 'fs'; import { readFileSync } from 'fs';
import { join } from 'path'; import { join } from 'path';
import { fileURLToPath } from 'url'; import { fileURLToPath } from 'url';
import { AnthropicClient } from '../clients/AnthropicClient'; import { AnthropicClient } from '../adapters/AnthropicClient';
import type { Logger, LLMAnalysis, Story } from '../types'; import type { Logger, LLMAnalysis, Story } from '../types/index';
export class LLMAnalyst { export class LLMAnalyst {
private logger: Pick<Logger, 'log' | 'warn'>; private logger: Pick<Logger, 'log' | 'warn'>;
private client: AnthropicClient; private client: AnthropicClient;
constructor({ logger }: { logger?: Pick<Logger, 'log' | 'warn'> } = {}) { constructor({ logger }: { logger?: Pick<Logger, 'log' | 'warn'> } = {}) {
// eslint-disable-next-line no-console
this.logger = logger ?? { log: console.log, warn: console.warn }; this.logger = logger ?? { log: console.log, warn: console.warn };
this.client = new AnthropicClient(); this.client = new AnthropicClient();
} }
server/types/asset.model.ts → server/domains/shared/types/asset.model.ts
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server/types/calls.model.ts → server/domains/shared/types/calls.model.ts
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server/domains/shared/types/database.model.ts
+25
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@@ -0,0 +1,25 @@
/**
* Database layer types.
* Defines interfaces for query building, auditing, and data access.
*/
export enum AuditAction {
READ = 'READ',
WRITE = 'WRITE',
DELETE = 'DELETE',
}
export interface AuditEntry {
timestamp: string; // ISO 8601
action: AuditAction;
sql: string;
params: unknown[];
durationMs: number;
rowsAffected?: number;
error?: string;
}
export interface DatabaseOptions {
audit?: import('../db/QueryAudit').QueryAudit;
logSlowQueries?: number; // milliseconds
}
server/types/finance.model.ts → server/domains/shared/types/finance.model.ts
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server/types/index.ts → server/domains/shared/types/index.ts
+3 -1
View File
@@ -46,7 +46,7 @@ export type {
BondData, BondData,
BondMetrics, BondMetrics,
} from './models.model'; } from './models.model';
export type { StoreData, PortfolioData } from './repositories.model'; export type { StoreData, PortfolioData, MarketCallRow, HoldingRow } from './repositories.model';
export type { NumVal, SanitizedMetrics, SanitizedBondMetrics } from './scorers.model'; export type { NumVal, SanitizedMetrics, SanitizedBondMetrics } from './scorers.model';
export type { export type {
BenchmarkProviderOptions, BenchmarkProviderOptions,
@@ -63,3 +63,5 @@ export type {
RuleSet, RuleSet,
ScreenerEngineOptions, ScreenerEngineOptions,
} from './services.model'; } from './services.model';
export type { AuditEntry, DatabaseOptions } from './database.model';
export { AuditAction } from './database.model';
server/types/logger.model.ts → server/domains/shared/types/logger.model.ts
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server/types/market.model.ts → server/domains/shared/types/market.model.ts
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server/types/models.model.ts → server/domains/shared/types/models.model.ts
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server/types/portfolio.model.ts → server/domains/shared/types/portfolio.model.ts
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server/domains/shared/types/repositories.model.ts
+48
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@@ -0,0 +1,48 @@
/**
* Repository model types.
*
* Defines:
* - Row shapes: how data comes FROM the database (snake_case, as-is)
* - Persistence shapes: collection types returned by repositories
*/
import type { MarketCall, PortfolioHolding } from './index';
// ── Database Row Shapes (internal to repositories) ──────────────────────────
/**
* Raw database row from market_calls table.
* Uses snake_case columns exactly as they exist in SQLite.
*/
export interface MarketCallRow {
id: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string; // JSON array stringified
snapshot: string; // JSON object stringified
created_at: string;
}
/**
* Raw database row from holdings table.
* Uses snake_case columns exactly as they exist in SQLite.
*/
export interface HoldingRow {
ticker: string;
shares: number;
cost_basis: number;
type: string;
source: string;
}
// ── Persistence Shapes (returned by repositories) ───────────────────────────
export interface StoreData {
calls: (MarketCall & { createdAt: string })[];
}
export interface PortfolioData {
holdings: PortfolioHolding[];
}
server/types/schemas.ts → server/domains/shared/types/schemas.ts
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server/types/scorers.model.ts → server/domains/shared/types/scorers.model.ts
View File
server/types/services.model.ts → server/domains/shared/types/services.model.ts
View File
server/utils/Chunker.ts → server/domains/shared/utils/Chunker.ts
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server/domains/shared/utils/QueryBuilder.ts
+55
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@@ -0,0 +1,55 @@
import * as queries from '../db/queries.constant';
export class QueryBuilder {
readonly sql: string;
readonly queryParams: unknown[];
/**
* Create a QueryBuilder from a query constant path.
*
* @param queryPath Path to query in queries.constant.ts (e.g., 'MARKET_CALLS_QUERIES.SELECT_ALL')
* @param params Parameters to bind (? placeholders in SQL)
*/
constructor(queryPath: string, params: unknown[] = []) {
this.sql = this.lookupQuery(queryPath);
this.queryParams = params;
// Validate parameter count matches placeholders
const placeholderCount = (this.sql.match(/\?/g) || []).length;
if (this.queryParams.length !== placeholderCount) {
throw new Error(
`Parameter mismatch for query "${queryPath}": expected ${placeholderCount}, got ${this.queryParams.length}`,
);
}
}
/**
* Look up a query from queries.constant.ts.
* Supports nested paths like "MARKET_CALLS_QUERIES.SELECT_ALL".
*
* @param queryPath Path to query (e.g., 'MARKET_CALLS_QUERIES.SELECT_ALL')
* @returns The SQL query string
* @throws Error if query not found
*/
private lookupQuery(queryPath: string): string {
const parts = queryPath.split('.');
// Navigate through the nested objects
let current: any = queries;
for (const part of parts) {
if (!(part in current)) {
throw new Error(
`Query not found: "${queryPath}". Make sure it exists in queries.constant.ts`,
);
}
current = current[part];
}
if (typeof current !== 'string') {
throw new Error(`Invalid query: "${queryPath}" must be a string, got ${typeof current}`);
}
// Clean up the SQL (remove extra whitespace)
return current.trim();
}
}
server/utils/logger.ts → server/domains/shared/utils/logger.ts
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server/domains/shared/utils/sanitizer.ts
+142
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@@ -0,0 +1,142 @@
/**
* Sanitize a ticker symbol.
* - Converts to uppercase
* - Trims whitespace
* - Validates non-empty
*
* @param ticker The ticker symbol (e.g. "aapl", " MSFT ", "BRK.B")
* @returns Normalized ticker (e.g. "AAPL", "MSFT", "BRK.B")
* @throws Error if ticker is empty or invalid
*/
export function sanitizeTicker(ticker: string): string {
if (!ticker || typeof ticker !== 'string') {
throw new Error('Invalid ticker: must be a non-empty string');
}
const normalized = ticker.trim().toUpperCase();
if (!normalized) {
throw new Error('Invalid ticker: cannot be empty or whitespace');
}
// Optional: validate ticker format (alphanumeric + dots/hyphens)
if (!/^[A-Z0-9-.]+$/.test(normalized)) {
throw new Error(`Invalid ticker format: ${normalized}`);
}
return normalized;
}
/**
* Sanitize an array of tickers.
*
* @param tickers Array of ticker symbols
* @returns Array of normalized tickers
* @throws Error if any ticker is invalid
*/
export function sanitizeTickers(tickers: unknown): string[] {
if (!Array.isArray(tickers)) {
throw new Error('Invalid tickers: must be an array');
}
if (tickers.length === 0) {
throw new Error('Invalid tickers: array cannot be empty');
}
return tickers.map((t) => {
if (typeof t !== 'string') {
throw new Error(`Invalid ticker in array: ${t} (expected string)`);
}
return sanitizeTicker(t);
});
}
/**
* Sanitize a string field.
* - Trims whitespace
* - Validates non-empty
* - Optional: enforces max length
*
* @param value The string value
* @param fieldName Name of the field (for error messages)
* @param maxLength Maximum allowed length (optional)
* @returns Trimmed string
* @throws Error if value is invalid
*/
export function sanitizeString(value: unknown, fieldName: string, maxLength?: number): string {
if (typeof value !== 'string') {
throw new Error(`Invalid ${fieldName}: must be a string`);
}
const trimmed = value.trim();
if (!trimmed) {
throw new Error(`Invalid ${fieldName}: cannot be empty or whitespace`);
}
if (maxLength && trimmed.length > maxLength) {
throw new Error(`Invalid ${fieldName}: exceeds max length of ${maxLength} characters`);
}
return trimmed;
}
/**
* Sanitize a number field.
* - Validates it's a number
* - Optional: enforces min/max bounds
*
* @param value The numeric value
* @param fieldName Name of the field (for error messages)
* @param min Minimum allowed value (optional)
* @param max Maximum allowed value (optional)
* @returns The validated number
* @throws Error if value is invalid
*/
export function sanitizeNumber(
value: unknown,
fieldName: string,
options?: { min?: number; max?: number },
): number {
const num = typeof value === 'number' ? value : Number(value);
if (isNaN(num)) {
throw new Error(`Invalid ${fieldName}: must be a valid number`);
}
if (options?.min !== undefined && num < options.min) {
throw new Error(`Invalid ${fieldName}: must be at least ${options.min}`);
}
if (options?.max !== undefined && num > options.max) {
throw new Error(`Invalid ${fieldName}: must be at most ${options.max}`);
}
return num;
}
/**
* Sanitize an ISO date string.
* - Validates it's a valid ISO date
* - Converts to string format YYYY-MM-DD
*
* @param value The date value (ISO string or Date)
* @param fieldName Name of the field (for error messages)
* @returns Date as YYYY-MM-DD string
* @throws Error if date is invalid
*/
export function sanitizeDate(value: unknown, fieldName: string): string {
let date: Date | null = null;
if (typeof value === 'string') {
date = new Date(value);
} else if (value instanceof Date) {
date = value;
}
if (!date || isNaN(date.getTime())) {
throw new Error(`Invalid ${fieldName}: must be a valid date`);
}
return date.toISOString().slice(0, 10); // YYYY-MM-DD
}
server/repositories/MarketCallRepository.ts
-86
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@@ -1,86 +0,0 @@
import { randomUUID } from 'crypto';
import type { Db } from '../db/index';
import type { MarketCall, CreateCallInput } from '../types';
interface CallRow {
id: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string; // JSON
snapshot: string; // JSON
created_at: string;
}
export class MarketCallRepository {
constructor(private readonly db: Db) {}
list(): (MarketCall & { createdAt: string })[] {
const rows = this.db
.prepare('SELECT * FROM market_calls ORDER BY created_at DESC')
.all() as CallRow[];
return rows.map(MarketCallRepository.toCall);
}
get(id: string): (MarketCall & { createdAt: string }) | null {
const row = this.db.prepare('SELECT * FROM market_calls WHERE id = ?').get(id) as
| CallRow
| undefined;
return row ? MarketCallRepository.toCall(row) : null;
}
create({
title,
quarter,
date,
thesis,
tickers,
snapshot,
}: CreateCallInput): MarketCall & { createdAt: string } {
const call = {
id: randomUUID(),
title,
quarter,
date: date ?? new Date().toISOString().slice(0, 10),
thesis,
tickers: tickers ?? [],
snapshot: snapshot ?? {},
createdAt: new Date().toISOString(),
};
this.db
.prepare(
`INSERT INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at)
VALUES (?, ?, ?, ?, ?, ?, ?, ?)`,
)
.run(
call.id,
call.title,
call.quarter,
call.date,
call.thesis,
JSON.stringify(call.tickers),
JSON.stringify(call.snapshot),
call.createdAt,
);
return call as MarketCall & { createdAt: string };
}
delete(id: string): boolean {
const result = this.db.prepare('DELETE FROM market_calls WHERE id = ?').run(id);
return result.changes > 0;
}
private static toCall(row: CallRow): MarketCall & { createdAt: string } {
return {
id: row.id,
title: row.title,
quarter: row.quarter,
date: row.date,
thesis: row.thesis,
tickers: JSON.parse(row.tickers),
snapshot: JSON.parse(row.snapshot),
createdAt: row.created_at,
} as MarketCall & { createdAt: string };
}
}
server/repositories/PortfolioRepository.ts
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import type { Db } from '../db/index';
import type { PortfolioData, PortfolioHolding } from '../types';
interface HoldingRow {
ticker: string;
shares: number;
cost_basis: number;
type: string;
source: string;
}
export class PortfolioRepository {
constructor(private readonly db: Db) {}
exists(): boolean {
const row = this.db.prepare('SELECT COUNT(*) AS n FROM holdings').get() as { n: number };
return row.n > 0;
}
read(): PortfolioData {
const rows = this.db.prepare('SELECT * FROM holdings ORDER BY ticker').all() as HoldingRow[];
return { holdings: rows.map(PortfolioRepository.toHolding) };
}
upsert(entry: PortfolioHolding): PortfolioHolding {
const ticker = entry.ticker.toUpperCase().trim();
this.db
.prepare(
`INSERT INTO holdings (ticker, shares, cost_basis, type, source)
VALUES (?, ?, ?, ?, ?)
ON CONFLICT(ticker) DO UPDATE SET
shares = excluded.shares,
cost_basis = excluded.cost_basis,
type = excluded.type,
source = excluded.source`,
)
.run(
ticker,
entry.shares,
entry.costBasis ?? 0,
entry.type ?? 'stock',
entry.source ?? 'Manual',
);
return { ...entry, ticker };
}
remove(ticker: string): boolean {
const result = this.db
.prepare('DELETE FROM holdings WHERE ticker = ?')
.run(ticker.toUpperCase());
return result.changes > 0;
}
private static toHolding(row: HoldingRow): PortfolioHolding {
return {
ticker: row.ticker,
shares: row.shares,
costBasis: row.cost_basis,
type: row.type as PortfolioHolding['type'],
source: row.source,
};
}
}
server/services/index.ts
-11
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@@ -1,11 +0,0 @@
// Barrel — re-exports every service so callers import from one path.
export * from './BenchmarkProvider';
export * from './CalendarService';
export * from './CatalystAnalyst';
export * from './DataMapper';
export * from './LLMAnalyst';
export * from './MarketRegime';
export * from './PersonalFinanceAnalyzer';
export * from './PortfolioAdvisor';
export * from './RuleMerger';
export * from './ScreenerEngine';
server/tsconfig.json
+14
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@@ -0,0 +1,14 @@
{
"compilerOptions": {
"target": "ES2022",
"module": "ES2022",
"moduleResolution": "bundler",
"strict": true,
"skipLibCheck": true,
"noEmit": true,
"allowImportingTsExtensions": true,
"resolveJsonModule": true
},
"include": ["domains/**/*", "app.ts", "types.ts"],
"exclude": ["node_modules", "../ui", "controllers", "services", "repositories", "clients", "models", "scorers", "config", "types", "utils", "db"]
}
server/types.ts
+3 -3
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@@ -1,4 +1,4 @@
// ── Barrel re-export ────────────────────────────────────────────────────── // ── Barrel re-export ──────────────────────────────────────────────────────
// All types now live in server/types/*.model.ts — import from there directly // All types now live in server/domains/shared/types/*.model.ts
// for clarity, or from here for convenience (existing imports still work). // For convenience, re-export from here for existing imports.
export type * from './types/index'; export type * from './domains/shared/types/index';
server/types/repositories.model.ts
-11
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@@ -1,11 +0,0 @@
// ── Repository persistence shapes ────────────────────────────────────────
import type { MarketCall, PortfolioHolding } from './index';
export interface StoreData {
calls: (MarketCall & { createdAt: string })[];
}
export interface PortfolioData {
holdings: PortfolioHolding[];
}
tests/BondScorer.test.ts
-63
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { BondScorer } from '../server/scorers/BondScorer';
import type { MarketContext } from '../server/types';
// ytm is stored as a percentage value (e.g. 6.5 = 6.5%), matching how DataMapper outputs it.
// BondScorer._sanitize divides by 100 to convert to decimal before spread calculation.
const rules = {
gates: { minCreditRating: 7 },
weights: { yieldSpread: 3, duration: 2 },
thresholds: { minSpread: 1.0, maxDuration: 10 },
};
// BondScorer only uses riskFreeRate from context; cast the partial fixture to satisfy the type.
const ctx = { riskFreeRate: 4.5 } as MarketContext;
test('rejects bond below investment-grade floor', () => {
const result = BondScorer.score(
{ ytm: 8.0, duration: 5, creditRating: 'BB', creditRatingNumeric: 6 },
rules,
ctx,
);
assert.equal(result.label, '🔴 Avoid');
assert(result.scoreSummary.includes('Gate failed'));
});
test('attractive for wide spread and short duration', () => {
// ytm=6.5%, riskFree=4.5% → spreadPct=(0.065-0.045)*100=2.0% >= minSpread 1.0%
const result = BondScorer.score(
{ ytm: 6.5, duration: 4, creditRating: 'AA', creditRatingNumeric: 9 },
rules,
ctx,
);
assert.equal(result.label, '🟢 Attractive');
});
test('spread calculation: ytm% → decimal, subtract riskFreeRate/100, back to %', () => {
const result = BondScorer.score(
{ ytm: 6.5, duration: 5, creditRating: 'AAA', creditRatingNumeric: 10 },
rules,
ctx,
);
assert.equal(result.audit.breakdown!.spread, rules.weights.yieldSpread);
});
test('fails spread when yield barely above risk-free', () => {
// ytm=4.7%, riskFree=4.5% → spreadPct=0.2% < minSpread 1.0%
const result = BondScorer.score(
{ ytm: 4.7, duration: 5, creditRating: 'AAA', creditRatingNumeric: 10 },
rules,
ctx,
);
assert.equal(result.audit.breakdown!.spread, -2);
});
test('penalises long duration', () => {
const result = BondScorer.score(
{ ytm: 6.5, duration: 15, creditRating: 'AA', creditRatingNumeric: 9 },
rules,
ctx,
);
assert.equal(result.audit.breakdown!.duration, -1);
});
tests/DataMapper.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { DataMapper } from '../server/services/DataMapper';
const base = {
price: { quoteType: 'EQUITY', regularMarketPrice: 150 },
assetProfile: { sector: 'Technology', industry: 'Software', category: '' },
financialData: {
quickRatio: 1.2,
debtToEquity: 150,
freeCashflow: 5e9,
revenueGrowth: 0.15,
profitMargins: 0.25,
operatingMargins: 0.3,
returnOnEquity: 0.2,
earningsGrowth: 0.12,
operatingCashflow: 8e9,
},
defaultKeyStatistics: { pegRatio: null, forwardPE: 28, sharesOutstanding: 1e9, priceToBook: 12 },
summaryDetail: {
trailingAnnualDividendYield: 0.005,
trailingPE: 30,
beta: 1.2,
fiftyTwoWeekHigh: 200,
fiftyTwoWeekLow: 120,
},
};
test('maps EQUITY quote type to STOCK', () => {
const result = DataMapper.mapToStandardFormat('AAPL', base);
assert.equal(result.type, 'STOCK');
assert.equal(result.ticker, 'AAPL');
});
test('computes PEG from trailingPE / earningsGrowth when Yahoo returns null', () => {
const result = DataMapper.mapToStandardFormat('AAPL', base);
const expected = +(30 / (0.12 * 100)).toFixed(2); // trailingPE=30, earningsGrowth=12%
assert.equal(result.pegRatio, expected);
});
test('uses Yahoo pegRatio when available', () => {
const summary = {
...base,
defaultKeyStatistics: { ...base.defaultKeyStatistics, pegRatio: 1.5 },
};
const result = DataMapper.mapToStandardFormat('AAPL', summary);
assert.equal(result.pegRatio, 1.5);
});
test('debtToEquity is divided by 100', () => {
const result = DataMapper.mapToStandardFormat('AAPL', base);
assert.equal(result.debtToEquity, 1.5); // 150 / 100
});
test('maps ETF quoteType to ETF', () => {
const etfSummary = {
...base,
price: { ...base.price, quoteType: 'ETF' },
assetProfile: { category: 'Large Blend' },
};
const result = DataMapper.mapToStandardFormat('VOO', etfSummary);
assert.equal(result.type, 'ETF');
});
test('classifies bond ETF from category keyword', () => {
const bondSummary = {
...base,
price: { ...base.price, quoteType: 'ETF' },
assetProfile: { category: 'Intermediate-Term Bond' },
};
const result = DataMapper.mapToStandardFormat('BND', bondSummary);
assert.equal(result.type, 'BOND');
});
test('FCF yield is computed when data available', () => {
const result = DataMapper.mapToStandardFormat('AAPL', base);
assert.notEqual(result.fcfYield, null);
assert((result.fcfYield as number) > 0);
});
test('peRatio prefers trailingPE over forwardPE', () => {
// trailingPE=30 in summaryDetail, forwardPE=28 in defaultKeyStatistics
const result = DataMapper.mapToStandardFormat('AAPL', base);
assert.equal(result.peRatio, 30); // trailing should win
});
test('negative FCF yield is preserved, not nulled', () => {
const negativeFcf = {
...base,
financialData: { ...base.financialData, freeCashflow: -2e9 },
};
const result = DataMapper.mapToStandardFormat('AAPL', negativeFcf);
assert.notEqual(result.fcfYield, null);
assert((result.fcfYield as number) < 0, 'negative FCF should produce negative yield, not null');
});
test('ETF maps volume from summaryDetail', () => {
const etfSummary = {
...base,
price: { ...base.price, quoteType: 'ETF' },
assetProfile: { category: 'Large Blend' },
summaryDetail: {
...base.summaryDetail,
averageVolume: 5000000,
expenseRatio: 0.0003,
trailingAnnualDividendYield: 0.013,
},
defaultKeyStatistics: { fiveYearAverageReturn: 0.12 },
};
const result = DataMapper.mapToStandardFormat('VOO', etfSummary);
assert.equal(result.volume, 5000000);
});
test('bond duration inferred from category — intermediate maps to 5y', () => {
const bondSummary = {
...base,
price: { ...base.price, quoteType: 'ETF' },
assetProfile: { category: 'Intermediate-Term Bond' },
summaryDetail: { yield: 0.045 },
defaultKeyStatistics: {},
};
const result = DataMapper.mapToStandardFormat('BND', bondSummary);
assert.equal(result.duration, 5);
});
test('bond duration inferred from category — short-term maps to 2y', () => {
const bondSummary = {
...base,
price: { ...base.price, quoteType: 'ETF' },
assetProfile: { category: 'Short-Term Bond' },
summaryDetail: { yield: 0.05 },
defaultKeyStatistics: {},
};
const result = DataMapper.mapToStandardFormat('SHY', bondSummary);
assert.equal(result.duration, 2);
});
test('metrics are null (not 0) when data missing', () => {
const sparse = {
price: { quoteType: 'EQUITY', regularMarketPrice: 100 },
financialData: {},
defaultKeyStatistics: {},
summaryDetail: {},
assetProfile: {},
};
const result = DataMapper.mapToStandardFormat('X', sparse);
assert.equal(result.pegRatio, null);
assert.equal(result.quickRatio, null);
});
tests/EtfScorer.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { EtfScorer } from '../server/scorers/EtfScorer';
import type { EtfMetrics } from '../server/types';
const rules = {
gates: { maxExpenseRatio: 0.5 },
weights: { yield: 2, lowCost: 3 },
thresholds: { minYield: 1.5, maxExpense: 0.1, minVolume: 500000 },
};
// Helper to build minimal EtfMetrics fixtures (totalAssets/fiveYearReturn unused by scorer).
const etf = (partial: Partial<EtfMetrics>): EtfMetrics => ({
totalAssets: 0,
fiveYearReturn: 0,
volume: 0,
yield: 0,
expenseRatio: 0,
...partial,
});
test('rejects ETF with expense ratio above gate', () => {
const result = EtfScorer.score(etf({ expenseRatio: 0.8, yield: 2.0 }), rules);
assert.equal(result.label, '🔴 REJECT');
});
test('efficient label for low-cost, high-yield ETF', () => {
const result = EtfScorer.score(etf({ expenseRatio: 0.03, yield: 2.0, volume: 1000000 }), rules);
assert.equal(result.label, '🟢 Efficient');
});
test('neutral when yield is below threshold', () => {
const result = EtfScorer.score(etf({ expenseRatio: 0.03, yield: 0.4, volume: 1000000 }), rules);
assert.equal(result.label, '🟡 Neutral');
});
test('audit breakdown includes cost, yield, vol keys', () => {
const result = EtfScorer.score(etf({ expenseRatio: 0.03, yield: 2.0, volume: 1000000 }), rules);
assert(result.audit.breakdown!.cost != null);
assert(result.audit.breakdown!.yield != null);
assert(result.audit.breakdown!.vol != null);
});
test('penalises ETF with volume below liquidity floor', () => {
const result = EtfScorer.score(etf({ expenseRatio: 0.03, yield: 2.0, volume: 100000 }), rules);
assert(result.audit.breakdown!.vol < 0, 'low-volume ETF should receive negative vol score');
});
test('scores 5Y return when threshold configured', () => {
const rulesWithReturn = {
...rules,
weights: { ...rules.weights, fiveYearReturn: 2 },
thresholds: { ...rules.thresholds, minFiveYearReturn: 8.0 },
};
const good = EtfScorer.score(
etf({ expenseRatio: 0.03, yield: 2.0, volume: 1000000, fiveYearReturn: 10 }),
rulesWithReturn,
);
const poor = EtfScorer.score(
etf({ expenseRatio: 0.03, yield: 2.0, volume: 1000000, fiveYearReturn: 5 }),
rulesWithReturn,
);
assert(good.audit.breakdown!.fiveYearReturn > 0, 'strong 5Y return should score positively');
assert(poor.audit.breakdown!.fiveYearReturn < 0, 'weak 5Y return should score negatively');
});
tests/LLMAnalyst.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
// Test the markdown fence stripping logic in isolation —
// we don't instantiate LLMAnalyst (requires Anthropic SDK + API key).
// The regex is: raw.replace(/^```(?:json)?\s*/i, '').replace(/```\s*$/i, '').trim()
function stripFences(raw: string): string {
return raw
.replace(/^```(?:json)?\s*/i, '')
.replace(/```\s*$/i, '')
.trim();
}
const VALID_JSON =
'{"summary":"test","sentiment":"BULLISH","affectedIndustries":[],"relatedTickers":[]}';
test('stripFences: passes clean JSON through unchanged', () => {
assert.equal(stripFences(VALID_JSON), VALID_JSON);
});
test('stripFences: strips ```json ... ``` fences', () => {
const wrapped = '```json\n' + VALID_JSON + '\n```';
assert.equal(stripFences(wrapped), VALID_JSON);
});
test('stripFences: strips ``` ... ``` fences (no language tag)', () => {
const wrapped = '```\n' + VALID_JSON + '\n```';
assert.equal(stripFences(wrapped), VALID_JSON);
});
test('stripFences: result is valid parseable JSON', () => {
const wrapped = '```json\n' + VALID_JSON + '\n```';
const parsed = JSON.parse(stripFences(wrapped));
assert.equal(parsed.sentiment, 'BULLISH');
assert.equal(parsed.summary, 'test');
});
test('stripFences: handles no trailing newline before closing fence', () => {
const wrapped = '```json\n' + VALID_JSON + '```';
assert.equal(stripFences(wrapped), VALID_JSON);
});
test('stripFences: case-insensitive fence tag', () => {
const wrapped = '```JSON\n' + VALID_JSON + '\n```';
assert.equal(stripFences(wrapped), VALID_JSON);
});
tests/MarketCallRepository.test.ts
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/**
* Unit tests for MarketCallRepository (SQLite-backed).
* Each test gets its own in-memory database so tests are fully isolated.
*/
import { test } from 'node:test';
import assert from 'node:assert/strict';
import BetterSqlite3 from 'better-sqlite3';
import { MarketCallRepository } from '../server/repositories/MarketCallRepository';
// ── Helpers ───────────────────────────────────────────────────────────────────
const DDL = `
CREATE TABLE IF NOT EXISTS market_calls (
id TEXT PRIMARY KEY,
title TEXT NOT NULL, quarter TEXT NOT NULL, date TEXT NOT NULL,
thesis TEXT NOT NULL, tickers TEXT NOT NULL, snapshot TEXT NOT NULL,
created_at TEXT NOT NULL
);
`;
function makeRepo(): MarketCallRepository {
const db = new BetterSqlite3(':memory:');
db.pragma('journal_mode = WAL');
db.exec(DDL);
return new MarketCallRepository(db);
}
// ── Fixtures ──────────────────────────────────────────────────────────────────
const CALL_INPUT = {
title: 'Rate pivot play',
quarter: 'Q3 2025',
thesis: 'Fed cuts expected — rotate into duration and growth.',
tickers: ['TLT', 'QQQ'],
};
// ── Tests ─────────────────────────────────────────────────────────────────────
test('list() returns empty array on fresh db', () => {
assert.deepEqual(makeRepo().list(), []);
});
test('create() returns call with id, createdAt, and correct fields', () => {
const call = makeRepo().create(CALL_INPUT);
assert.ok(call.id, 'id should be set');
assert.ok(call.createdAt, 'createdAt should be set');
assert.equal(call.title, CALL_INPUT.title);
assert.equal(call.quarter, CALL_INPUT.quarter);
assert.equal(call.thesis, CALL_INPUT.thesis);
assert.deepEqual(call.tickers, CALL_INPUT.tickers);
});
test('create() persists — list() returns the created call', () => {
const repo = makeRepo();
repo.create(CALL_INPUT);
assert.equal(repo.list().length, 1);
assert.equal(repo.list()[0].title, CALL_INPUT.title);
});
test('list() returns calls newest-first', () => {
const repo = makeRepo();
const db = (repo as any).db as BetterSqlite3.Database;
// Insert two rows with distinct created_at values directly
db.prepare(
`INSERT INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at)
VALUES (?,?,?,?,?,?,?,?)`,
).run('old-id', 'First', 'Q1', '2025-01-01', 'A', '[]', '{}', '2025-01-01T00:00:00.000Z');
db.prepare(
`INSERT INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at)
VALUES (?,?,?,?,?,?,?,?)`,
).run('new-id', 'Second', 'Q1', '2025-01-02', 'B', '[]', '{}', '2025-01-02T00:00:00.000Z');
const list = repo.list();
assert.equal(list[0].id, 'new-id', 'newer call should be first');
assert.equal(list[1].id, 'old-id', 'older call should be second');
});
test('get() returns the call by id', () => {
const repo = makeRepo();
const call = repo.create(CALL_INPUT);
const found = repo.get(call.id);
assert.ok(found);
assert.equal(found!.id, call.id);
});
test('get() returns null for unknown id', () => {
assert.equal(makeRepo().get('no-such-id'), null);
});
test('delete() removes the call and returns true', () => {
const repo = makeRepo();
const call = repo.create(CALL_INPUT);
assert.equal(repo.delete(call.id), true);
assert.equal(repo.list().length, 0);
assert.equal(repo.get(call.id), null);
});
test('delete() returns false for unknown id', () => {
assert.equal(makeRepo().delete('no-such-id'), false);
});
test('delete() only removes the targeted call', () => {
const repo = makeRepo();
const a = repo.create({ ...CALL_INPUT, title: 'Keep me' });
const b = repo.create({ ...CALL_INPUT, title: 'Delete me' });
repo.delete(b.id);
const list = repo.list();
assert.equal(list.length, 1);
assert.equal(list[0].id, a.id);
});
test('create() stores snapshot when provided', () => {
const repo = makeRepo();
const snapshot = { TLT: { price: 95.5, signal: '✅ Strong Buy' } };
const call = repo.create({ ...CALL_INPUT, snapshot } as any);
assert.deepEqual(repo.get(call.id)!.snapshot, snapshot);
});
test('create() sets default date when not provided', () => {
const call = makeRepo().create(CALL_INPUT);
assert.match(call.date, /^\d{4}-\d{2}-\d{2}$/);
});
test('create() uses provided date', () => {
const call = makeRepo().create({ ...CALL_INPUT, date: '2025-03-15' });
assert.equal(call.date, '2025-03-15');
});
test('concurrent writes: two rapid creates both persist (SQLite WAL is concurrency-safe)', () => {
const repo = makeRepo();
const a = repo.create({ ...CALL_INPUT, title: 'A' });
const b = repo.create({ ...CALL_INPUT, title: 'B' });
const list = repo.list();
assert.equal(list.length, 2);
const ids = new Set(list.map((c) => c.id));
assert.ok(ids.has(a.id));
assert.ok(ids.has(b.id));
});
tests/MarketRegime.test.ts
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@@ -1,71 +0,0 @@
import { test } from 'node:test';
import assert from 'node:assert/strict';
import { MarketRegime } from '../server/services/MarketRegime';
import { SECTOR, ASSET_TYPE } from '../server/config/constants';
import type { Benchmarks, RateRegime } from '../server/types';
const regime = (benchmarks: Partial<Benchmarks>, extra: { rateRegime?: RateRegime } = {}) =>
new MarketRegime({ benchmarks: benchmarks as Benchmarks, ...extra });
test('stock inflated P/E = marketPE × 1.5', () => {
const { gates } = regime({ marketPE: 24 }).getInflatedOverrides(ASSET_TYPE.STOCK, SECTOR.GENERAL);
assert.equal(gates.maxPERatio, Math.round(24 * 1.5)); // 36
});
test('tech inflated P/E = techPE × 1.3', () => {
const { gates } = regime({ techPE: 40 }).getInflatedOverrides(
ASSET_TYPE.STOCK,
SECTOR.TECHNOLOGY,
);
assert.equal(gates.maxPERatio, Math.round(40 * 1.3)); // 52
});
test('REIT inflated minYield = reitYield × 0.85 in NORMAL rate regime', () => {
const { thresholds } = regime({ reitYield: 4.0 }, { rateRegime: 'NORMAL' }).getInflatedOverrides(
ASSET_TYPE.STOCK,
SECTOR.REIT,
);
assert.equal(thresholds.minYield, +(4.0 * 0.85).toFixed(2)); // 3.40
});
test('REIT inflated minYield = reitYield × 0.95 in HIGH rate regime', () => {
const { thresholds } = regime({ reitYield: 4.0 }, { rateRegime: 'HIGH' }).getInflatedOverrides(
ASSET_TYPE.STOCK,
SECTOR.REIT,
);
assert.equal(thresholds.minYield, +(4.0 * 0.95).toFixed(2)); // 3.80
});
test('bond inflated minSpread = igSpread × 0.80 in NORMAL rate regime', () => {
const { thresholds } = regime({ igSpread: 1.5 }, { rateRegime: 'NORMAL' }).getInflatedOverrides(
ASSET_TYPE.BOND,
SECTOR.GENERAL,
);
assert.equal(thresholds.minSpread, +(1.5 * 0.8).toFixed(2)); // 1.20
});
test('bond inflated minSpread = igSpread × 0.90 in HIGH rate regime', () => {
const { thresholds } = regime({ igSpread: 1.5 }, { rateRegime: 'HIGH' }).getInflatedOverrides(
ASSET_TYPE.BOND,
SECTOR.GENERAL,
);
assert.equal(thresholds.minSpread, +(1.5 * 0.9).toFixed(2)); // 1.35
});
test('GENERAL stock P/E multiplier compresses to 1.2× in HIGH rate regime', () => {
const { gates } = regime({ marketPE: 25 }, { rateRegime: 'HIGH' }).getInflatedOverrides(
ASSET_TYPE.STOCK,
SECTOR.GENERAL,
);
assert.equal(gates.maxPERatio, Math.round(25 * 1.2)); // 30
});
test('ETF inflated loosens expense gate to 0.75', () => {
const { gates } = regime({}).getInflatedOverrides(ASSET_TYPE.ETF);
assert.equal(gates.maxExpenseRatio, 0.75);
});
test('falls back to defaults when benchmarks missing', () => {
const { gates } = new MarketRegime({}).getInflatedOverrides(ASSET_TYPE.STOCK, SECTOR.GENERAL);
assert.equal(gates.maxPERatio, Math.round(22 * 1.5)); // default marketPE = 22
});
tests/PortfolioAdvisor.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { PortfolioAdvisor } from '../server/services/PortfolioAdvisor';
import { SIGNAL } from '../server/config/constants';
import type { PortfolioHolding } from '../server/types';
import type { YahooFinanceClient } from '../server/clients/YahooFinanceClient';
// _cryptoPrices is the only method that uses the client; all other private
// methods under test are pure calculations that never touch it.
const stubClient = {} as unknown as YahooFinanceClient;
// Cast to any to access private methods — tests exercise internal behaviour directly.
const advisor = new PortfolioAdvisor(stubClient) as any;
// Minimal holding shape used by position and advice (only costBasis/shares matter).
const holding = (costBasis: number, shares: number): PortfolioHolding => ({
ticker: 'TEST',
source: 'Test',
type: 'stock',
costBasis,
shares,
});
test('_position: computes gain/loss correctly', () => {
const pos = advisor.position(holding(100, 10), 150);
assert.equal(pos.gainLossPct, '50.0');
assert.equal(pos.marketValue, '1500.00');
assert.equal(pos.totalCost, '1000.00');
});
test('_position: returns null gainLoss when price unavailable', () => {
const pos = advisor.position(holding(100, 10), null);
assert.equal(pos.gainLossPct, null);
assert.equal(pos.marketValue, null);
});
test('_advice: Strong Buy → Hold & Add', () => {
const { action } = advisor.advice(SIGNAL.STRONG_BUY, holding(100, 10), 150);
assert.equal(action, '🟢 Hold & Add');
});
test('_advice: Avoid + loss → Sell (Cut Loss)', () => {
const { action } = advisor.advice(SIGNAL.AVOID, holding(150, 10), 100);
assert.equal(action, '🔴 Sell (Cut Loss)');
});
test('_advice: Avoid + profit → Sell (Take Profits)', () => {
const { action } = advisor.advice(SIGNAL.AVOID, holding(100, 10), 150);
assert.equal(action, '🔴 Sell (Take Profits)');
});
test('_advice: Speculation + >20% gain → Reduce Position', () => {
const { action } = advisor.advice(SIGNAL.SPECULATION, holding(100, 10), 125);
assert.equal(action, '🟠 Reduce Position');
});
test('_cryptoAdvice: no price → No price data', () => {
const { action } = advisor.cryptoAdvice(holding(100, 1), null);
assert.equal(action, '⚪ No price data');
});
test('_cryptoAdvice: >100% gain → Consider taking profits', () => {
const { action } = advisor.cryptoAdvice(holding(10000, 1), 25000);
assert.equal(action, '🟠 Consider taking profits');
});
// ── Result map dot-notation normalisation (BRK.B / BRK-B) ───────────────────
test('advise: BRK-B screener result matches BRK.B holding', async () => {
const mockResult = {
asset: { ticker: 'BRK-B', currentPrice: 500 },
signal: SIGNAL.STRONG_BUY,
inflated: { label: '🟢 BUY (High Conviction)' },
fundamental: { label: '🟢 BUY (High Conviction)' },
};
const screenedResults = { STOCK: [mockResult], ETF: [], BOND: [] };
const holding: PortfolioHolding = {
ticker: 'BRK.B',
shares: 1,
costBasis: 400,
type: 'stock',
source: 'Robinhood',
};
const advice = await advisor.advise([holding], screenedResults);
// Should match and return a real signal, not "Not screened"
assert.equal(advice[0].signal, SIGNAL.STRONG_BUY);
});
test('advise: BRK.B screener result matches BRK-B holding', async () => {
const mockResult = {
asset: { ticker: 'BRK.B', currentPrice: 500 },
signal: SIGNAL.STRONG_BUY,
inflated: { label: '🟢 BUY (High Conviction)' },
fundamental: { label: '🟢 BUY (High Conviction)' },
};
const screenedResults = { STOCK: [mockResult], ETF: [], BOND: [] };
const holding: PortfolioHolding = {
ticker: 'BRK-B',
shares: 1,
costBasis: 400,
type: 'stock',
source: 'Robinhood',
};
const advice = await advisor.advise([holding], screenedResults);
assert.equal(advice[0].signal, SIGNAL.STRONG_BUY);
});
tests/RuleMerger.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { RuleMerger } from '../server/services/RuleMerger';
import { SCORE_MODE } from '../server/config/constants';
import type { MarketContext } from '../server/types';
const ctx = {
benchmarks: { marketPE: 25, techPE: 32, reitYield: 3.8, igSpread: 1.2 },
} as Partial<MarketContext>;
test('FUNDAMENTAL mode returns Graham-style P/E gate', () => {
const rules = RuleMerger.getRulesForAsset(
'STOCK',
{ sector: 'GENERAL' },
ctx as MarketContext,
SCORE_MODE.FUNDAMENTAL,
);
assert.equal(rules.gates.maxPERatio, 15); // updated: Graham's real rule is 15x
assert.equal(rules.gates.maxPegGate, 1.0); // updated: Lynch PEG standard
});
test('INFLATED mode loosens P/E gate from live SPY data', () => {
const rules = RuleMerger.getRulesForAsset(
'STOCK',
{ sector: 'GENERAL' },
ctx as MarketContext,
SCORE_MODE.INFLATED,
);
assert.equal(rules.gates.maxPERatio, Math.round(25 * 1.5)); // 37
assert(rules.gates.maxPERatio > 15, 'Inflated P/E should exceed fundamental 15x');
});
test('INFLATED tech P/E gate uses XLK benchmark', () => {
const rules = RuleMerger.getRulesForAsset(
'STOCK',
{ sector: 'TECHNOLOGY' },
ctx as MarketContext,
SCORE_MODE.INFLATED,
);
assert.equal(rules.gates.maxPERatio, Math.round(32 * 1.3)); // 42
});
test('Sector override applied before inflated overrides', () => {
const rules = RuleMerger.getRulesForAsset(
'STOCK',
{ sector: 'REIT' },
ctx as MarketContext,
SCORE_MODE.FUNDAMENTAL,
);
assert.equal(rules.gates.maxPERatio, 9999);
assert.equal(rules.weights.yield, 5);
assert.equal(rules.weights.margin, 0);
});
test('SECTOR_OVERRIDE is deleted from returned rules', () => {
const rules = RuleMerger.getRulesForAsset(
'STOCK',
{ sector: 'GENERAL' },
ctx as MarketContext,
SCORE_MODE.FUNDAMENTAL,
) as unknown as Record<string, unknown>;
assert.equal(rules.SECTOR_OVERRIDE, undefined);
});
test('throws for unknown asset type', () => {
assert.throws(
() => RuleMerger.getRulesForAsset('CRYPTO' as never, {}, ctx as MarketContext),
/No rules configured/,
);
});
tests/ScoringConfig.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { CREDIT_RATING_SCALE, ScoringRules } from '../server/config/ScoringConfig';
test('CREDIT_RATING_SCALE covers full spectrum', () => {
assert.equal(CREDIT_RATING_SCALE.AAA, 10);
assert.equal(CREDIT_RATING_SCALE.BBB, 7);
assert.equal(CREDIT_RATING_SCALE.BB, 6);
assert.equal(CREDIT_RATING_SCALE.D, 1);
});
test('STOCK base gates are fundamental (Graham-style)', () => {
const { gates } = ScoringRules.STOCK;
assert.equal(gates.maxPERatio, 15); // Graham's actual rule: 15x trailing earnings
assert.equal(gates.maxPegGate, 1.0); // Lynch standard: PEG > 1.0 is paying full price
assert.equal(gates.minQuickRatio, 0.8); // below 0.8 signals liquidity stress
});
test('REIT sector override zeroes out irrelevant weights', () => {
const reit = ScoringRules.STOCK.SECTOR_OVERRIDE.REIT!;
assert.equal(reit.weights!.margin, 0);
assert.equal(reit.weights!.peg, 0);
assert.equal(reit.weights!.revenue, 0);
assert.equal(reit.weights!.yield, 5);
});
test('REIT gates disable P/E and PEG', () => {
const reit = ScoringRules.STOCK.SECTOR_OVERRIDE.REIT!;
assert.equal(reit.gates!.maxPERatio, 9999);
assert.equal(reit.gates!.maxPegGate, 9999);
});
test('TECHNOLOGY gates are realistic for mega-cap', () => {
const tech = ScoringRules.STOCK.SECTOR_OVERRIDE.TECHNOLOGY!;
assert.equal(tech.gates!.maxDebtToEquity, 2.0);
assert.equal(tech.gates!.minQuickRatio, 0.8);
});
test('BOND requires investment-grade floor (BBB = 7)', () => {
assert.equal(ScoringRules.BOND.gates.minCreditRating, 7);
});
tests/StockScorer.test.ts
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import { test } from 'node:test';
import assert from 'node:assert/strict';
import { StockScorer } from '../server/scorers/StockScorer';
import type { StockMetrics } from '../server/types';
const baseRules = {
gates: { maxDebtToEquity: 3.0, minQuickRatio: 0.5, maxPERatio: 20, maxPegGate: 1.5 },
weights: { margin: 2, opMargin: 2, roe: 3, peg: 2, revenue: 2, fcf: 2 },
thresholds: {
marginHigh: 20,
marginMed: 10,
opMarginHigh: 20,
opMarginMed: 10,
roeHigh: 20,
roeMed: 10,
pegHigh: 1.0,
pegMed: 1.5,
revHigh: 15,
revMed: 5,
fcfHigh: 5,
fcfMed: 2,
},
};
// Minimal fixture — tests exercise specific fields; unused metrics are null.
const nullMetrics: Omit<
StockMetrics,
| 'sector'
| 'capCategory'
| 'growthCategory'
| 'currentPrice'
| 'peRatio'
| 'pegRatio'
| 'debtToEquity'
| 'quickRatio'
| 'returnOnEquity'
| 'operatingMargin'
| 'netProfitMargin'
| 'revenueGrowth'
| 'fcfYield'
> = {
priceToBook: null,
grossMargin: null,
earningsGrowth: null,
pFFO: null,
dividendYield: null,
beta: null,
week52High: null,
week52Low: null,
week52Change: null,
week52FromHigh: null,
week52FromLow: null,
marketCap: null,
analystRating: null,
analystTargetPrice: null,
analystUpside: null,
numberOfAnalysts: null,
dcfIntrinsicValue: null,
dcfMarginOfSafety: null,
};
const pass: StockMetrics = {
...nullMetrics,
sector: 'GENERAL',
capCategory: 'Large Cap',
growthCategory: 'Growth',
currentPrice: 150,
peRatio: 15,
pegRatio: 1.2,
debtToEquity: 1.0,
quickRatio: 1.0,
returnOnEquity: 22,
operatingMargin: 25,
netProfitMargin: 18,
revenueGrowth: 16,
fcfYield: 6,
};
test('rejects on high D/E', () => {
const result = StockScorer.score({ ...pass, debtToEquity: 4.0 }, baseRules);
assert.equal(result.label, '🔴 REJECT');
assert(result.scoreSummary.includes('D/E'));
});
test('rejects on high P/E', () => {
const result = StockScorer.score({ ...pass, peRatio: 25 }, baseRules);
assert.equal(result.label, '🔴 REJECT');
assert(result.scoreSummary.includes('P/E'));
});
test('rejects on high PEG', () => {
const result = StockScorer.score({ ...pass, pegRatio: 2.0 }, baseRules);
assert.equal(result.label, '🔴 REJECT');
});
test('skips gate when metric is null (missing data)', () => {
const result = StockScorer.score({ ...pass, pegRatio: null, peRatio: null }, baseRules);
assert.notEqual(result.label, '🔴 REJECT');
});
test('high-conviction BUY on strong metrics', () => {
const result = StockScorer.score(pass, baseRules);
assert.equal(result.label, '🟢 BUY (High Conviction)');
});
test('audit breakdown contains scored factors', () => {
const result = StockScorer.score(pass, baseRules);
assert(result.audit.passedGates);
assert(result.audit.breakdown!.roe != null);
assert(result.audit.breakdown!.margin != null);
});
test('beta > 1.5 surfaces as risk flag', () => {
const result = StockScorer.score({ ...pass, beta: 2.0 }, baseRules);
assert(result.audit.riskFlags?.some((f) => f.includes('High volatility')));
});
test('near 52-week high surfaces as risk flag', () => {
const result = StockScorer.score(
{ ...pass, week52High: 200, week52Low: 100, currentPrice: 195 },
baseRules,
);
assert(result.audit.riskFlags?.some((f) => f.includes('52-week high')));
});
tests/calls.controller.test.ts
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/**
* Integration tests for CallsController
* Uses Fastify inject() with an in-memory MarketCallRepository stub.
*/
import { test } from 'node:test';
import assert from 'node:assert/strict';
import Fastify from 'fastify';
import cors from '@fastify/cors';
import { CallsController } from '../server/controllers/calls.controller';
import type { ScreenerEngine } from '../server/services/ScreenerEngine';
import type { CalendarService } from '../server/services/CalendarService';
import type { MarketCall, ScreenerResult, MarketContext, CreateCallInput } from '../server/types';
// ── Stubs ────────────────────────────────────────────────────────────────────
const MARKET_CTX: MarketContext = {
sp500Price: 5000,
riskFreeRate: 4.5,
vixLevel: 18,
rateRegime: 'NORMAL',
volatilityRegime: 'NORMAL',
benchmarks: { marketPE: 22, techPE: 30, reitYield: 3.5, igSpread: 1.0 },
};
const EMPTY_RESULT: ScreenerResult = {
STOCK: [],
ETF: [],
BOND: [],
ERROR: [],
marketContext: MARKET_CTX,
};
const stubEngine = {
screenTickers: async () => EMPTY_RESULT,
} as unknown as ScreenerEngine;
const stubCalendar = {
getEvents: async () => ({ events: [], tickers: [] }),
} as unknown as CalendarService;
// In-memory MarketCallRepository stub
function makeRepoStub() {
const calls: (MarketCall & { createdAt: string })[] = [];
return {
list: () =>
[...calls].sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime()),
get: (id: string) => calls.find((c) => c.id === id) ?? null,
create: ({
title,
quarter,
date,
thesis,
tickers,
snapshot,
}: CreateCallInput & { snapshot: any }) => {
const call = {
id: `call-${calls.length + 1}`,
title,
quarter,
date: date ?? new Date().toISOString().slice(0, 10),
thesis,
tickers,
snapshot,
createdAt: new Date().toISOString(),
};
calls.push(call);
return call;
},
delete: (id: string) => {
const idx = calls.findIndex((c) => c.id === id);
if (idx === -1) return false;
calls.splice(idx, 1);
return true;
},
};
}
// ── App factory ──────────────────────────────────────────────────────────────
async function buildTestApp() {
const app = Fastify({ logger: false });
await app.register(cors, { origin: '*' });
new CallsController(makeRepoStub() as any, stubEngine, stubCalendar).register(app);
await app.ready();
return app;
}
// ── Tests ────────────────────────────────────────────────────────────────────
test('GET /api/calls → 200 with empty calls list', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/api/calls' });
assert.equal(res.statusCode, 200);
assert.deepEqual(res.json(), { calls: [] });
});
test('POST /api/calls → 201 and returns the created call', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/calls',
payload: {
title: 'Q3 rate pivot play',
quarter: 'Q3 2025',
thesis: 'Fed cuts incoming — rotate into duration and growth.',
tickers: ['TLT', 'QQQ'],
},
});
assert.equal(res.statusCode, 201);
const body = res.json();
assert.equal(body.title, 'Q3 rate pivot play');
assert.deepEqual(body.tickers, ['TLT', 'QQQ']);
assert.ok(body.id);
assert.ok(body.createdAt);
});
test('POST /api/calls → created call appears in GET /api/calls', async () => {
const app = await buildTestApp();
await app.inject({
method: 'POST',
url: '/api/calls',
payload: {
title: 'AI semiconductor cycle',
quarter: 'Q4 2025',
thesis: 'Capex cycle benefits chip designers more than hyperscalers.',
tickers: ['NVDA', 'AMD'],
},
});
const listRes = await app.inject({ method: 'GET', url: '/api/calls' });
assert.equal(listRes.json().calls.length, 1);
assert.equal(listRes.json().calls[0].title, 'AI semiconductor cycle');
});
test('POST /api/calls with missing required fields → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/calls',
payload: { title: 'incomplete' }, // missing quarter, thesis, tickers
});
assert.equal(res.statusCode, 400);
});
test('POST /api/calls with thesis too short → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/calls',
payload: { title: 'Test', quarter: 'Q1', thesis: 'short', tickers: ['AAPL'] },
});
assert.equal(res.statusCode, 400);
});
test('DELETE /api/calls/:id on non-existent id → 404', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'DELETE', url: '/api/calls/nonexistent' });
assert.equal(res.statusCode, 404);
});
test('DELETE /api/calls/:id removes the call', async () => {
const app = await buildTestApp();
const created = await app.inject({
method: 'POST',
url: '/api/calls',
payload: {
title: 'Call to delete',
quarter: 'Q1 2025',
thesis: 'This call will be deleted in the test.',
tickers: ['SPY'],
},
});
const { id } = created.json();
const del = await app.inject({ method: 'DELETE', url: `/api/calls/${id}` });
assert.equal(del.statusCode, 200);
assert.deepEqual(del.json(), { ok: true });
const list = await app.inject({ method: 'GET', url: '/api/calls' });
assert.equal(list.json().calls.length, 0);
});
test('GET /api/calls/:id on non-existent id → 404', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/api/calls/no-such-id' });
assert.equal(res.statusCode, 404);
});
test('GET /api/calls/:id returns call with current snapshot shape', async () => {
const app = await buildTestApp();
const created = await app.inject({
method: 'POST',
url: '/api/calls',
payload: {
title: 'Rate trade',
quarter: 'Q2 2025',
thesis: 'Long duration bonds when yield curve inverts.',
tickers: ['TLT'],
},
});
const { id } = created.json();
const res = await app.inject({ method: 'GET', url: `/api/calls/${id}` });
assert.equal(res.statusCode, 200);
const body = res.json();
assert.equal(body.id, id);
assert.ok('current' in body, 'response should include current snapshot');
});
test('GET /api/calls/calendar with no calls → 200 empty events', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/api/calls/calendar' });
assert.equal(res.statusCode, 200);
assert.deepEqual(res.json(), { events: [], tickers: [] });
});
tests/finance.controller.test.ts
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/**
* Integration tests for FinanceController
* Uses Fastify inject() with stub engine, advisor, and in-memory portfolio repo.
*/
import { test } from 'node:test';
import assert from 'node:assert/strict';
import Fastify from 'fastify';
import cors from '@fastify/cors';
import { FinanceController } from '../server/controllers/finance.controller';
import type { ScreenerEngine } from '../server/services/ScreenerEngine';
import type { PortfolioAdvisor } from '../server/services/PortfolioAdvisor';
import type { PortfolioHolding, MarketContext, ScreenerResult } from '../server/types';
// ── Stubs ────────────────────────────────────────────────────────────────────
const MARKET_CTX: MarketContext = {
sp500Price: 5000,
riskFreeRate: 4.5,
vixLevel: 18,
rateRegime: 'NORMAL',
volatilityRegime: 'NORMAL',
benchmarks: { marketPE: 22, techPE: 30, reitYield: 3.5, igSpread: 1.0 },
};
const EMPTY_RESULT: ScreenerResult = {
STOCK: [],
ETF: [],
BOND: [],
ERROR: [],
marketContext: MARKET_CTX,
};
const stubEngine = {
screenTickers: async () => EMPTY_RESULT,
getMarketContext: async () => MARKET_CTX,
} as unknown as ScreenerEngine;
const stubAdvisor = {
advise: async () => [],
} as unknown as PortfolioAdvisor;
// In-memory PortfolioRepository stub
function makePortfolioRepo(seed: PortfolioHolding[] = []) {
const holdings: PortfolioHolding[] = [...seed];
return {
exists: () => true,
read: () => ({ holdings: [...holdings] }),
upsert: (entry: PortfolioHolding) => {
const idx = holdings.findIndex((h) => h.ticker === entry.ticker);
if (idx >= 0) holdings[idx] = entry;
else holdings.push(entry);
return entry;
},
remove: (ticker: string) => {
const idx = holdings.findIndex((h) => h.ticker === ticker);
if (idx === -1) return false;
holdings.splice(idx, 1);
return true;
},
};
}
function makeEmptyRepo() {
return {
exists: () => false,
read: () => ({ holdings: [] }),
upsert: () => {},
remove: () => false,
};
}
// ── App factory ──────────────────────────────────────────────────────────────
async function buildTestApp(repo = makePortfolioRepo()) {
const app = Fastify({ logger: false });
await app.register(cors, { origin: '*' });
new FinanceController(stubEngine, repo as any, stubAdvisor).register(app);
await app.ready();
return app;
}
// ── Tests ────────────────────────────────────────────────────────────────────
test('GET /api/finance/portfolio → 200 with advice and marketContext keys', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/api/finance/portfolio' });
assert.equal(res.statusCode, 200);
const body = res.json();
assert.ok(Array.isArray(body.advice), 'advice should be array');
assert.ok(body.marketContext, 'marketContext should be present');
});
test('GET /api/finance/portfolio with no portfolio.json → 404', async () => {
const app = await buildTestApp(makeEmptyRepo() as any);
const res = await app.inject({ method: 'GET', url: '/api/finance/portfolio' });
assert.equal(res.statusCode, 404);
});
test('GET /api/finance/market-context → 200 with benchmark fields', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/api/finance/market-context' });
assert.equal(res.statusCode, 200);
const body = res.json();
assert.ok(typeof body.riskFreeRate === 'number');
assert.ok(typeof body.sp500Price === 'number');
assert.ok(body.benchmarks);
});
test('POST /api/finance/holdings → 201 and returns the holding', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/finance/holdings',
payload: { ticker: 'AAPL', shares: 10, costBasis: 150, type: 'stock', source: 'Robinhood' },
});
assert.equal(res.statusCode, 201);
const body = res.json();
assert.equal(body.ticker, 'AAPL');
assert.equal(body.shares, 10);
});
test('POST /api/finance/holdings with missing shares → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/finance/holdings',
payload: { ticker: 'AAPL' },
});
assert.equal(res.statusCode, 400);
});
test('POST /api/finance/holdings with missing ticker → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/finance/holdings',
payload: { shares: 5 },
});
assert.equal(res.statusCode, 400);
});
test('POST /api/finance/holdings with zero shares → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/finance/holdings',
payload: { ticker: 'AAPL', shares: 0 },
});
assert.equal(res.statusCode, 400);
});
test('POST /api/finance/holdings with invalid type → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/finance/holdings',
payload: { ticker: 'AAPL', shares: 5, type: 'options' },
});
assert.equal(res.statusCode, 400);
});
test('DELETE /api/finance/holdings/:ticker removes existing holding → 200', async () => {
const repo = makePortfolioRepo([
{ ticker: 'MSFT', shares: 5, costBasis: 300, type: 'stock', source: 'Manual' },
]);
const app = await buildTestApp(repo);
const res = await app.inject({ method: 'DELETE', url: '/api/finance/holdings/MSFT' });
assert.equal(res.statusCode, 200);
assert.deepEqual(res.json(), { ok: true });
});
test('DELETE /api/finance/holdings/:ticker on missing ticker → 404', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'DELETE', url: '/api/finance/holdings/NOTHERE' });
assert.equal(res.statusCode, 404);
});
tests/screener.controller.test.ts
-118
View File
@@ -1,118 +0,0 @@
/**
* Integration tests for ScreenerController + /health
* Uses Fastify inject() — no real Yahoo calls, no live server.
*/
import { test } from 'node:test';
import assert from 'node:assert/strict';
import Fastify from 'fastify';
import cors from '@fastify/cors';
import { ScreenerController } from '../server/controllers/screener.controller';
import type { ScreenerEngine } from '../server/services/ScreenerEngine';
import type { ScreenerResult, MarketContext } from '../server/types';
// ── Fixture data ────────────────────────────────────────────────────────────
const MARKET_CTX: MarketContext = {
sp500Price: 5000,
riskFreeRate: 4.5,
vixLevel: 18,
rateRegime: 'NORMAL',
volatilityRegime: 'NORMAL',
benchmarks: { marketPE: 22, techPE: 30, reitYield: 3.5, igSpread: 1.0 },
};
const EMPTY_RESULT: ScreenerResult = {
STOCK: [],
ETF: [],
BOND: [],
ERROR: [],
marketContext: MARKET_CTX,
};
// ── Stub ────────────────────────────────────────────────────────────────────
const stubEngine = {
screenTickers: async (_tickers: string[]) => EMPTY_RESULT,
getMarketContext: async () => MARKET_CTX,
} as unknown as ScreenerEngine;
// ── App factory ─────────────────────────────────────────────────────────────
async function buildTestApp() {
const app = Fastify({ logger: false });
await app.register(cors, { origin: '*' });
new ScreenerController(stubEngine).register(app);
app.get('/health', async () => ({ status: 'ok' }));
await app.ready();
return app;
}
// ── Tests ────────────────────────────────────────────────────────────────────
test('GET /health → 200 { status: ok }', async () => {
const app = await buildTestApp();
const res = await app.inject({ method: 'GET', url: '/health' });
assert.equal(res.statusCode, 200);
assert.deepEqual(res.json(), { status: 'ok' });
});
test('POST /api/screen → 200 with STOCK/ETF/BOND/ERROR/marketContext keys', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/screen',
payload: { tickers: ['AAPL'] },
});
assert.equal(res.statusCode, 200);
const body = res.json();
assert.ok(Array.isArray(body.STOCK), 'STOCK should be array');
assert.ok(Array.isArray(body.ETF), 'ETF should be array');
assert.ok(Array.isArray(body.BOND), 'BOND should be array');
assert.ok(Array.isArray(body.ERROR), 'ERROR should be array');
assert.ok(body.marketContext, 'marketContext should be present');
});
test('POST /api/screen → marketContext has expected shape', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/screen',
payload: { tickers: ['MSFT'] },
});
const { marketContext } = res.json();
assert.ok(typeof marketContext.riskFreeRate === 'number');
assert.ok(typeof marketContext.sp500Price === 'number');
assert.ok(typeof marketContext.vixLevel === 'number');
assert.ok(marketContext.benchmarks);
});
test('POST /api/screen with missing tickers → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/screen',
payload: {},
});
assert.equal(res.statusCode, 400);
});
test('POST /api/screen with empty tickers array → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/screen',
payload: { tickers: [] },
});
assert.equal(res.statusCode, 400);
});
test('POST /api/screen with too many tickers (>50) → 400', async () => {
const app = await buildTestApp();
const res = await app.inject({
method: 'POST',
url: '/api/screen',
payload: { tickers: Array.from({ length: 51 }, (_, i) => `T${i}`) },
});
assert.equal(res.statusCode, 400);
});
tsconfig.json
+2 -2
View File
@@ -9,6 +9,6 @@
"allowImportingTsExtensions": true, "allowImportingTsExtensions": true,
"resolveJsonModule": true "resolveJsonModule": true
}, },
"include": ["server/**/*", "bin/**/*", "tests/**/*", "scripts/**/*"], "include": ["server/domains/**/*", "server/app.ts", "server/types.ts", "bin/**/*", "tests/**/*", "scripts/**/*"],
"exclude": ["node_modules", "ui"] "exclude": ["node_modules", "ui", "server/controllers", "server/services", "server/repositories", "server/clients", "server/models", "server/scorers", "server/config", "server/types", "server/utils", "server/db"]
} }