phase-10.5: screener enhancements

2026-06-11 19:18:19 -04:00
parent bac00ab5d5
commit e953822bab
51 changed files with 3745 additions and 36 deletions
@@ -1,5 +1,5 @@
 import YahooFinance from 'yahoo-finance2';
-import type { YahooNewsItem, YahooSearchOptions, YahooFinanceLib } from '../types';
+import type { YahooNewsItem, YahooSearchOptions, YahooFinanceLib, PricePoint } from '../types';
 import { YAHOO_MODULES } from '../config/constants';

 export class YahooFinanceClient {
@@ -49,4 +49,71 @@ export class YahooFinanceClient {
    const { news = [] } = await this.lib.search(query, opts);
    return news;
  }
+
+  /**
+   * Top holdings of an ETF (ticker symbols, largest weight first).
+   * Used for sector drill-down. Returns [] on any failure.
+   */
+  async fetchTopHoldings(etf: string, limit = 10): Promise<string[]> {
+    try {
+      const result = await this.lib.quoteSummary(
+        YahooFinanceClient.normalise(etf),
+        { modules: ['topHoldings'] },
+        { validateResult: false },
+      );
+      const holdings = (result?.topHoldings?.holdings ?? []) as Array<{ symbol?: string }>;
+      return holdings
+        .map((h) => h.symbol)
+        .filter((s): s is string => Boolean(s))
+        .slice(0, limit)
+        .map((s) => s.toUpperCase());
+    } catch {
+      return [];
+    }
+  }
+
+  /** Chart range presets — Robinhood/Yahoo-style. Intraday for short ranges. */
+  static readonly CHART_RANGES: Record<string, { days: number; interval: string }> = {
+    '1d': { days: 1, interval: '5m' },
+    '5d': { days: 5, interval: '30m' },
+    '1mo': { days: 30, interval: '1d' },
+    '3mo': { days: 91, interval: '1d' },
+    '6mo': { days: 182, interval: '1d' },
+    ytd: { days: 0, interval: '1d' }, // days computed dynamically (Jan 1 → now)
+    '1y': { days: 365, interval: '1d' },
+    '5y': { days: 1826, interval: '1wk' }, // weekly bars keep ~260 points
+  };
+
+  /**
+   * Closing prices for a named range (ticker modal chart). Intraday ranges
+   * keep the full timestamp; daily ranges keep the date only.
+   * Returns [] on any failure — the chart is a nice-to-have, never a blocker.
+   */
+  async fetchCloses(ticker: string, range = '6mo'): Promise<PricePoint[]> {
+    const preset = YahooFinanceClient.CHART_RANGES[range] ?? YahooFinanceClient.CHART_RANGES['6mo'];
+    try {
+      const period1 =
+        range === 'ytd'
+          ? new Date(Date.UTC(new Date().getUTCFullYear(), 0, 1))
+          : new Date(Date.now() - preset.days * 24 * 60 * 60 * 1000);
+      const result = await this.lib.chart(
+        YahooFinanceClient.normalise(ticker),
+        { period1, interval: preset.interval },
+        { validateResult: false },
+      );
+      const quotes = (result?.quotes ?? []) as Array<{ date?: string | Date; close?: number }>;
+      const intraday = preset.interval !== '1d';
+      return quotes
+        .filter((q) => q.close != null && q.date != null)
+        .map((q) => {
+          const iso = new Date(q.date as string | Date).toISOString();
+          return {
+            date: intraday ? iso : iso.slice(0, 10),
+            close: +(q.close as number).toFixed(2),
+          };
+        });
+    } catch {
+      return [];
+    }
+  }
 }