/home/mrjunejune/zenbu: schwab_trader/dashboard.py annotate

annotate schwab_trader/dashboard.py @ 279:b3b547563ec7

Add Google connector service and agent wiki Implement the C/Seobeo Google Drive and Gmail connector with encrypted OAuth storage, Zenbu authentication, browser testing, AI tool discovery, chunked HTTP decoding, and Bazel coverage. Consolidate repository guidance into progressive wiki documentation and enforce arena-first allocation for new first-party C code. Co-authored-by: Copilot <[email protected]> Copilot-Session: 84c338fd-0939-4bb3-b7f3-1062eb213e5d

author	MrJuneJune <me@mrjunejune.com>
date	Mon, 17 Aug 2026 22:22:36 -0700
parents	eb8b4230fdb9
children

rev	line source
220 eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	1 from __future__ import annotations
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	2
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	3 import json
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	4 import os
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	5 import re
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	6 import sqlite3
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	7 import time
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	8 from dataclasses import dataclass
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	9 from pathlib import Path
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	10 from typing import Any
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	11
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	12 from schwab_trader.schwab_client import DEFAULT_TOKEN_FILE, SchwabConfig, load_tokens
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	13
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	14
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	15 DEFAULT_DASHBOARD_DB = "~/.local/share/zenbu/schwab_trader/dashboard.db"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	16
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	17 DEFAULT_SETTINGS: dict[str, Any] = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	18 "profit_target_pct": 3.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	19 "stop_loss_pct": 2.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	20 "max_trade_dollars": 500.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	21 "max_account_pct": 2.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	22 "max_open_positions": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	23 "min_confidence": 0.60,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	24 "min_evidence_count": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	25 "min_source_count": 2,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	26 "cooldown_minutes": 60,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	27 "market_hours_only": True,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	28 "max_daily_loss_dollars": 250.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	29 "day_trade_limit": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	30 "live_trading_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	31 "require_manual_confirmation": True,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	32 "llm_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	33 "allowlist": [],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	34 "blocklist": [],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	35 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	36
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	37 POSITIVE_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	38 "beat",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	39 "beats",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	40 "bull",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	41 "bullish",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	42 "buy",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	43 "calls",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	44 "growth",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	45 "hype",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	46 "moon",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	47 "mooning",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	48 "profit",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	49 "rally",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	50 "strong",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	51 "surge",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	52 "up",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	53 "winner",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	54 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	55
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	56 NEGATIVE_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	57 "bear",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	58 "bearish",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	59 "crash",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	60 "dump",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	61 "fall",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	62 "falling",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	63 "fraud",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	64 "lawsuit",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	65 "loss",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	66 "miss",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	67 "puts",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	68 "risk",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	69 "sell",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	70 "short",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	71 "weak",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	72 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	73
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	74 SYMBOL_RE = re.compile(r"(?<![A-Z0-9])\$?([A-Z]{1,5})(?![A-Z0-9])")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	75 COMMON_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	76 "A",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	77 "AI",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	78 "AM",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	79 "API",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	80 "CEO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	81 "CFO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	82 "DD",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	83 "ETF",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	84 "GDP",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	85 "IPO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	86 "IRS",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	87 "LLM",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	88 "PDT",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	89 "SEC",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	90 "USA",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	91 "USD",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	92 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	93
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	94
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	95 @dataclass(frozen=True)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	96 class EvidenceInput:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	97 source: str
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	98 text: str
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	99 symbol: str \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	100 url: str \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	101 engagement: float = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	102 raw: dict[str, Any] \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	103
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	104
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	105 class DashboardStore:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	106 def __init__(self, db_path: Path \| str \| None = None) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	107 if db_path is None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	108 db_path = os.environ.get("SCHWAB_DASHBOARD_DB", DEFAULT_DASHBOARD_DB)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	109 self.db_path = Path(db_path).expanduser()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	110 self.db_path.parent.mkdir(parents=True, exist_ok=True)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	111 self._init_db()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	112
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	113 def get_status(self) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	114 token_file = Path(os.environ.get("SCHWAB_TOKEN_FILE", DEFAULT_TOKEN_FILE)).expanduser()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	115 token_status: dict[str, Any] = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	116 "path": str(token_file),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	117 "exists": token_file.exists(),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	118 "access_token_present": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	119 "refresh_token_present": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	120 "saved_at": None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	121 "age_seconds": None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	122 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	123 if token_file.exists():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	124 try:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	125 tokens = load_tokens(token_file)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	126 saved_at = tokens.get("saved_at")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	127 token_status.update(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	128 {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	129 "access_token_present": bool(tokens.get("access_token")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	130 "refresh_token_present": bool(tokens.get("refresh_token")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	131 "saved_at": saved_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	132 "age_seconds": int(time.time()) - int(saved_at) if saved_at else None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	133 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	134 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	135 except (OSError, ValueError, TypeError) as error:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	136 token_status["error"] = str(error)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	137
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	138 env_status = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	139 "SCHWAB_APP_KEY": bool(os.environ.get("SCHWAB_APP_KEY")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	140 "SCHWAB_APP_SECRET": bool(os.environ.get("SCHWAB_APP_SECRET")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	141 "SCHWAB_REDIRECT_URI": bool(os.environ.get("SCHWAB_REDIRECT_URI")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	142 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	143
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	144 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	145 "service": "schwab-dashboard",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	146 "database": str(self.db_path),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	147 "env": env_status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	148 "tokens": token_status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	149 "live_trading_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	150 "live_trading_note": "Dashboard has no live-trade endpoint; use CLI dry-run/manual confirmation flow.",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	151 "counts": self.get_counts(),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	152 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	153
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	154 def get_counts(self) -> dict[str, int]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	155 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	156 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	157 "evidence": self._count(conn, "evidence"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	158 "signals": self._count(conn, "signals"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	159 "paper_trades": self._count(conn, "paper_trades"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	160 "audit_events": self._count(conn, "audit"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	161 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	162
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	163 def get_settings(self) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	164 settings = dict(DEFAULT_SETTINGS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	165 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	166 for row in conn.execute("SELECT key, value_json FROM settings"):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	167 settings[row["key"]] = json.loads(row["value_json"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	168 return settings
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	169
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	170 def update_settings(self, updates: dict[str, Any]) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	171 allowed = set(DEFAULT_SETTINGS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	172 unknown = sorted(set(updates) - allowed)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	173 if unknown:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	174 raise ValueError("Unknown settings: " + ", ".join(unknown))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	175
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	176 current = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	177 current.update(updates)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	178 self._validate_settings(current)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	179
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	180 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	181 for key, value in current.items():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	182 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	183 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	184 INSERT INTO settings(key, value_json)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	185 VALUES (?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	186 ON CONFLICT(key) DO UPDATE SET value_json = excluded.value_json
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	187 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	188 (key, json.dumps(value, sort_keys=True)),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	189 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	190 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	191 self.add_audit("settings.updated", "Dashboard settings updated", updates)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	192 return current
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	193
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	194 def add_evidence(self, item: EvidenceInput) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	195 source = item.source.strip().lower()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	196 text = item.text.strip()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	197 if not source:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	198 raise ValueError("source is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	199 if not text:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	200 raise ValueError("text is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	201
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	202 symbol = normalize_symbol(item.symbol) if item.symbol else extract_symbol(text)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	203 if not symbol:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	204 raise ValueError("symbol is required or must be detectable as a ticker in text")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	205
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	206 sentiment_score = score_sentiment(text)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	207 created_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	208
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	209 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	210 cursor = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	211 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	212 INSERT INTO evidence(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	213 source, symbol, url, text, engagement, sentiment_score, raw_json, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	214 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	215 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	216 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	217 (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	218 source,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	219 symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	220 item.url,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	221 text,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	222 float(item.engagement),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	223 sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	224 json.dumps(item.raw or {}, sort_keys=True),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	225 created_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	226 ),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	227 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	228 evidence_id = int(cursor.lastrowid)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	229 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	230
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	231 signal = self.recompute_signal(symbol)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	232 self.add_audit(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	233 "evidence.added",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	234 f"Added {source} evidence for {symbol}",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	235 {"evidence_id": evidence_id, "symbol": symbol, "signal": signal},
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	236 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	237 return {"id": evidence_id, "symbol": symbol, "sentiment_score": sentiment_score, "signal": signal}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	238
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	239 def list_evidence(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	240 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	241 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	242 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	243 SELECT id, source, symbol, url, text, engagement, sentiment_score, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	244 FROM evidence
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	245 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	246 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	247 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	248 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	249 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	250 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	251
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	252 def recompute_signal(self, symbol: str) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	253 symbol = normalize_symbol(symbol)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	254 settings = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	255 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	256 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	257 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	258 SELECT source, sentiment_score, engagement, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	259 FROM evidence
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	260 WHERE symbol = ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	261 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	262 LIMIT 100
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	263 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	264 (symbol,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	265 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	266
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	267 evidence_count = len(rows)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	268 source_count = len({row["source"] for row in rows})
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	269 weighted_total = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	270 weight_sum = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	271 for row in rows:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	272 engagement_weight = min(5.0, 1.0 + max(0.0, float(row["engagement"])) / 100.0)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	273 weighted_total += float(row["sentiment_score"]) * engagement_weight
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	274 weight_sum += engagement_weight
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	275 sentiment_score = weighted_total / weight_sum if weight_sum else 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	276 confidence = compute_confidence(sentiment_score, evidence_count, source_count)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	277 action = decide_signal_action(symbol, sentiment_score, confidence, evidence_count, source_count, settings)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	278 summary = summarize_signal(symbol, sentiment_score, confidence, evidence_count, source_count, action)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	279 updated_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	280
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	281 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	282 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	283 INSERT INTO signals(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	284 symbol, sentiment_score, confidence, evidence_count, source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	285 action, summary, updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	286 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	287 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	288 ON CONFLICT(symbol) DO UPDATE SET
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	289 sentiment_score = excluded.sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	290 confidence = excluded.confidence,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	291 evidence_count = excluded.evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	292 source_count = excluded.source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	293 action = excluded.action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	294 summary = excluded.summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	295 updated_at = excluded.updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	296 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	297 (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	298 symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	299 sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	300 confidence,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	301 evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	302 source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	303 action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	304 summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	305 updated_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	306 ),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	307 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	308 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	309
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	310 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	311 "symbol": symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	312 "sentiment_score": round(sentiment_score, 4),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	313 "confidence": round(confidence, 4),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	314 "evidence_count": evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	315 "source_count": source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	316 "action": action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	317 "summary": summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	318 "updated_at": updated_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	319 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	320
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	321 def list_signals(self) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	322 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	323 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	324 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	325 SELECT symbol, sentiment_score, confidence, evidence_count, source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	326 action, summary, updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	327 FROM signals
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	328 ORDER BY confidence DESC, updated_at DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	329 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	330 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	331 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	332
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	333 def add_paper_trade(self, payload: dict[str, Any]) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	334 symbol = normalize_symbol(str(payload.get("symbol", "")))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	335 action = str(payload.get("action", "")).upper()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	336 quantity = float(payload.get("quantity", 0))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	337 price = float(payload.get("price", 0))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	338 reason = str(payload.get("reason", "manual paper trade")).strip()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	339
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	340 if action not in {"BUY", "SELL"}:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	341 raise ValueError("action must be BUY or SELL")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	342 if not symbol:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	343 raise ValueError("symbol is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	344 if quantity <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	345 raise ValueError("quantity must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	346 if price <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	347 raise ValueError("price must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	348
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	349 settings = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	350 notional = quantity * price
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	351 status = "accepted"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	352 if notional > float(settings["max_trade_dollars"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	353 status = "rejected_max_trade_dollars"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	354 elif symbol in {normalize_symbol(s) for s in settings["blocklist"]}:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	355 status = "rejected_blocklist"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	356
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	357 created_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	358 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	359 cursor = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	360 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	361 INSERT INTO paper_trades(symbol, action, quantity, price, notional, status, reason, created_at)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	362 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	363 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	364 (symbol, action, quantity, price, notional, status, reason, created_at),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	365 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	366 trade_id = int(cursor.lastrowid)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	367 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	368
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	369 result = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	370 "id": trade_id,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	371 "symbol": symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	372 "action": action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	373 "quantity": quantity,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	374 "price": price,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	375 "notional": notional,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	376 "status": status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	377 "reason": reason,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	378 "created_at": created_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	379 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	380 self.add_audit("paper_trade.created", f"Paper trade {status}: {action} {quantity} {symbol}", result)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	381 return result
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	382
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	383 def list_paper_trades(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	384 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	385 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	386 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	387 SELECT id, symbol, action, quantity, price, notional, status, reason, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	388 FROM paper_trades
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	389 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	390 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	391 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	392 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	393 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	394 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	395
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	396 def add_audit(self, event_type: str, message: str, payload: dict[str, Any] \| None = None) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	397 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	398 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	399 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	400 INSERT INTO audit(event_type, message, payload_json, created_at)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	401 VALUES (?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	402 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	403 (event_type, message, json.dumps(payload or {}, sort_keys=True), int(time.time())),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	404 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	405 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	406
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	407 def list_audit(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	408 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	409 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	410 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	411 SELECT id, event_type, message, payload_json, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	412 FROM audit
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	413 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	414 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	415 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	416 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	417 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	418 events = []
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	419 for row in rows:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	420 event = dict(row)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	421 event["payload"] = json.loads(event.pop("payload_json"))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	422 events.append(event)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	423 return events
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	424
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	425 def _init_db(self) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	426 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	427 conn.executescript(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	428 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	429 CREATE TABLE IF NOT EXISTS settings (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	430 key TEXT PRIMARY KEY,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	431 value_json TEXT NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	432 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	433
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	434 CREATE TABLE IF NOT EXISTS evidence (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	435 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	436 source TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	437 symbol TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	438 url TEXT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	439 text TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	440 engagement REAL NOT NULL DEFAULT 0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	441 sentiment_score REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	442 raw_json TEXT NOT NULL DEFAULT '{}',
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	443 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	444 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	445
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	446 CREATE INDEX IF NOT EXISTS idx_evidence_symbol_created
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	447 ON evidence(symbol, created_at);
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	448
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	449 CREATE TABLE IF NOT EXISTS signals (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	450 symbol TEXT PRIMARY KEY,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	451 sentiment_score REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	452 confidence REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	453 evidence_count INTEGER NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	454 source_count INTEGER NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	455 action TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	456 summary TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	457 updated_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	458 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	459
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	460 CREATE TABLE IF NOT EXISTS paper_trades (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	461 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	462 symbol TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	463 action TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	464 quantity REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	465 price REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	466 notional REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	467 status TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	468 reason TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	469 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	470 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	471
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	472 CREATE TABLE IF NOT EXISTS audit (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	473 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	474 event_type TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	475 message TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	476 payload_json TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	477 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	478 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	479 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	480 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	481 for key, value in DEFAULT_SETTINGS.items():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	482 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	483 "INSERT OR IGNORE INTO settings(key, value_json) VALUES (?, ?)",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	484 (key, json.dumps(value, sort_keys=True)),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	485 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	486 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	487
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	488 def _connect(self) -> sqlite3.Connection:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	489 conn = sqlite3.connect(self.db_path)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	490 conn.row_factory = sqlite3.Row
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	491 return conn
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	492
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	493 @staticmethod
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	494 def _count(conn: sqlite3.Connection, table: str) -> int:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	495 return int(conn.execute(f"SELECT COUNT(*) FROM {table}").fetchone()[0])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	496
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	497 @staticmethod
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	498 def _validate_settings(settings: dict[str, Any]) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	499 positive_numbers = [
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	500 "profit_target_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	501 "stop_loss_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	502 "max_trade_dollars",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	503 "max_account_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	504 "max_daily_loss_dollars",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	505 ]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	506 for key in positive_numbers:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	507 if float(settings[key]) <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	508 raise ValueError(f"{key} must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	509 if not 0 <= float(settings["min_confidence"]) <= 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	510 raise ValueError("min_confidence must be between 0 and 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	511 if int(settings["min_evidence_count"]) < 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	512 raise ValueError("min_evidence_count must be at least 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	513 if int(settings["min_source_count"]) < 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	514 raise ValueError("min_source_count must be at least 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	515 if bool(settings["live_trading_enabled"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	516 raise ValueError("live_trading_enabled cannot be enabled from the dashboard")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	517
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	518
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	519 def normalize_symbol(value: str) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	520 symbol = value.strip().upper().lstrip("$")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	521 if not re.fullmatch(r"[A-Z]{1,5}", symbol):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	522 raise ValueError("symbol must be 1-5 letters")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	523 return symbol
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	524
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	525
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	526 def extract_symbol(text: str) -> str \| None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	527 for match in SYMBOL_RE.finditer(text.upper()):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	528 symbol = match.group(1)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	529 if symbol not in COMMON_WORDS:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	530 return symbol
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	531 return None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	532
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	533
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	534 def score_sentiment(text: str) -> float:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	535 words = re.findall(r"[a-zA-Z']+", text.lower())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	536 positive = sum(1 for word in words if word in POSITIVE_WORDS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	537 negative = sum(1 for word in words if word in NEGATIVE_WORDS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	538 total = positive + negative
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	539 if total == 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	540 return 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	541 return max(-1.0, min(1.0, (positive - negative) / total))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	542
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	543
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	544 def compute_confidence(sentiment_score: float, evidence_count: int, source_count: int) -> float:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	545 evidence_component = min(0.35, evidence_count * 0.07)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	546 source_component = min(0.25, source_count * 0.10)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	547 sentiment_component = min(0.20, abs(sentiment_score) * 0.20)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	548 return min(0.95, 0.20 + evidence_component + source_component + sentiment_component)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	549
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	550
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	551 def decide_signal_action(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	552 symbol: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	553 sentiment_score: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	554 confidence: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	555 evidence_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	556 source_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	557 settings: dict[str, Any],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	558 ) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	559 blocklist = {normalize_symbol(item) for item in settings.get("blocklist", [])}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	560 allowlist = {normalize_symbol(item) for item in settings.get("allowlist", [])}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	561 if symbol in blocklist:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	562 return "NO_TRADE_BLOCKED"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	563 if allowlist and symbol not in allowlist:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	564 return "NO_TRADE_NOT_ALLOWLISTED"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	565 if evidence_count < int(settings["min_evidence_count"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	566 return "NO_TRADE_NEEDS_EVIDENCE"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	567 if source_count < int(settings["min_source_count"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	568 return "NO_TRADE_NEEDS_SOURCE_DIVERSITY"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	569 if confidence < float(settings["min_confidence"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	570 return "NO_TRADE_LOW_CONFIDENCE"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	571 if sentiment_score >= 0.25:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	572 return "CONSIDER_BUY"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	573 if sentiment_score <= -0.25:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	574 return "CONSIDER_SELL"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	575 return "WATCH"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	576
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	577
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	578 def summarize_signal(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	579 symbol: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	580 sentiment_score: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	581 confidence: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	582 evidence_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	583 source_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	584 action: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	585 ) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	586 direction = "positive" if sentiment_score > 0 else "negative" if sentiment_score < 0 else "neutral"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	587 return (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	588 f"{symbol} has {direction} social sentiment from {evidence_count} evidence item(s) "
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	589 f"across {source_count} source(s). Confidence is {confidence:.0%}. Action: {action}."
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	590 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	591
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	592
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	593 def get_config_if_available() -> SchwabConfig \| None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	594 try:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	595 return SchwabConfig.from_env()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	596 except Exception:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	597 return None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	598

Mercurial

annotate schwab_trader/dashboard.py @ 279:b3b547563ec7