Celes Renata
2284 lines
82 KiB
Python
2284 lines
82 KiB
Python
"""Query API - FastAPI application for analytics, evidence drill-down, and admin controls.
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Exposes read-only endpoints for:
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- Companies and watchlists (proxied from symbol registry data)
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- Document timelines with intelligence
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- Trend summaries
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- Recommendation history with evidence
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- Order history with audit trails
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Requirements: 11.1, 11.2, 11.3
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Design: Section 9.1 (Operational API)
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"""
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from __future__ import annotations
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import json
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import logging
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import time as _time
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from contextlib import asynccontextmanager
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from dataclasses import asdict
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from datetime import datetime, timezone
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from typing import Any, Optional
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import asyncpg
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import httpx
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from fastapi import FastAPI, HTTPException, Query, Request
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from prometheus_client import CONTENT_TYPE_LATEST, generate_latest
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from pydantic import BaseModel
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from starlette.middleware.base import BaseHTTPMiddleware
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from starlette.responses import Response
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from services.aggregation.pattern_matcher import (
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find_cross_company_patterns,
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find_self_patterns,
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)
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from services.extractor.metrics import get_model_performance_summary
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from services.shared.audit import get_entity_audit_trail, get_order_audit_trail, record_audit_event
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from services.shared.config import load_config
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from services.shared.db import get_pg_pool
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from services.shared.logging import new_trace_id, set_trace_context, setup_logging
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from services.shared.schemas import MAJOR_DECISION_CATALYSTS
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logger = logging.getLogger("query_api")
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config = load_config()
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pool: Optional[asyncpg.Pool] = None
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@asynccontextmanager
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async def lifespan(app: FastAPI):
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global pool
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setup_logging("query_api", level=config.log_level, json_output=config.json_logs)
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pool = await get_pg_pool(config)
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yield
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await pool.close()
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app = FastAPI(title="Stonks Oracle - Query API", lifespan=lifespan)
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class TraceMiddleware(BaseHTTPMiddleware):
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"""Inject trace context for every incoming HTTP request."""
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async def dispatch(self, request: Request, call_next):
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trace_id = request.headers.get("x-trace-id") or new_trace_id()
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set_trace_context(trace_id=trace_id)
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response = await call_next(request)
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response.headers["x-trace-id"] = trace_id
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return response
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app.add_middleware(TraceMiddleware)
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# ---------------------------------------------------------------------------
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# Helpers
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# ---------------------------------------------------------------------------
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def _row_to_dict(row: asyncpg.Record) -> dict[str, Any]:
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"""Convert an asyncpg Record to a JSON-safe dict."""
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d: dict[str, Any] = {}
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for key, val in dict(row).items():
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if isinstance(val, datetime):
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d[key] = val.isoformat()
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elif hasattr(val, "__str__") and not isinstance(val, (str, int, float, bool, list, dict, type(None))):
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d[key] = str(val)
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else:
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d[key] = val
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return d
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def _parse_jsonb(val: Any) -> Any:
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"""Parse a JSONB value that may come back as str or already-decoded."""
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if val is None:
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return None
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if isinstance(val, (dict, list)):
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return val
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try:
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return json.loads(val)
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except (json.JSONDecodeError, TypeError):
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return val
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# ---------------------------------------------------------------------------
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# Health
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# ---------------------------------------------------------------------------
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@app.get("/health")
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async def health():
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try:
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await pool.fetchval("SELECT 1")
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return {"status": "ok"}
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except Exception:
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raise HTTPException(503, "Database unavailable")
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@app.get("/metrics")
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async def metrics():
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"""Expose Prometheus metrics for scraping.
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Requirements: 12.1, 12.2
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"""
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return Response(
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content=generate_latest(),
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media_type=CONTENT_TYPE_LATEST,
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)
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# ---------------------------------------------------------------------------
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# Companies (Requirement 11.1)
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# ---------------------------------------------------------------------------
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@app.get("/api/companies")
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async def list_companies(
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active: bool = True,
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sector: Optional[str] = None,
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ticker: Optional[str] = None,
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):
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"""List tracked companies with optional filters."""
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conditions = ["c.active = $1"]
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params: list[Any] = [active]
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idx = 2
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if sector:
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conditions.append(f"c.sector = ${idx}")
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params.append(sector)
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idx += 1
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if ticker:
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conditions.append(f"c.ticker = ${idx}")
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params.append(ticker.upper())
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idx += 1
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where = " AND ".join(conditions)
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rows = await pool.fetch(
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f"""SELECT c.id, c.ticker, c.legal_name, c.exchange, c.sector,
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c.industry, c.market_cap_bucket, c.active,
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c.created_at, c.updated_at
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FROM companies c
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WHERE {where}
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ORDER BY c.ticker""",
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*params,
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)
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return [_row_to_dict(r) for r in rows]
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@app.get("/api/companies/{company_id}")
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async def get_company(company_id: str):
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"""Get a single company with aliases and source count."""
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row = await pool.fetchrow(
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"""SELECT id, ticker, legal_name, exchange, sector, industry,
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market_cap_bucket, active, created_at, updated_at
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FROM companies WHERE id = $1""",
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company_id,
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)
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if not row:
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raise HTTPException(404, "Company not found")
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result = _row_to_dict(row)
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aliases = await pool.fetch(
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"SELECT id, alias, alias_type FROM company_aliases WHERE company_id = $1",
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company_id,
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)
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result["aliases"] = [dict(a) for a in aliases]
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source_count = await pool.fetchval(
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"SELECT COUNT(*) FROM sources WHERE company_id = $1 AND active = true",
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company_id,
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)
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result["active_source_count"] = source_count
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return result
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@app.get("/api/companies/{company_id}/sources")
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async def list_company_sources(company_id: str):
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"""List sources configured for a company."""
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rows = await pool.fetch(
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"""SELECT id, source_type, source_name, config, credibility_score,
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retention_days, access_policy, active
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FROM sources WHERE company_id = $1 ORDER BY source_type""",
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company_id,
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)
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return [_row_to_dict(r) for r in rows]
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# ---------------------------------------------------------------------------
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# Document Timelines (Requirement 11.1, 11.2)
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# ---------------------------------------------------------------------------
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@app.get("/api/documents")
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async def list_documents(
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ticker: Optional[str] = None,
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company_id: Optional[str] = None,
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document_type: Optional[str] = None,
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status: Optional[str] = None,
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since: Optional[str] = None,
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limit: int = Query(default=50, le=200),
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offset: int = 0,
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):
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"""List documents with optional filters, ordered by published_at desc."""
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conditions: list[str] = []
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params: list[Any] = []
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idx = 1
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if ticker:
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conditions.append(f"""d.id IN (
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SELECT document_id FROM document_company_mentions WHERE ticker = ${idx}
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)""")
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params.append(ticker.upper())
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idx += 1
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if company_id:
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conditions.append(f"""d.id IN (
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SELECT document_id FROM document_company_mentions WHERE company_id = ${idx}
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)""")
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params.append(company_id)
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idx += 1
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if document_type:
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conditions.append(f"d.document_type = ${idx}")
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params.append(document_type)
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idx += 1
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if status:
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conditions.append(f"d.status = ${idx}")
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params.append(status)
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idx += 1
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if since:
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conditions.append(f"d.published_at >= ${idx}::timestamptz")
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params.append(since)
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idx += 1
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where = ("WHERE " + " AND ".join(conditions)) if conditions else ""
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rows = await pool.fetch(
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f"""SELECT d.id, d.document_type, d.source_type, d.publisher, d.url,
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d.title, d.published_at, d.retrieved_at, d.language,
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d.content_hash, d.parse_quality_score, d.parse_confidence,
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d.status, d.created_at
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FROM documents d
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{where}
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ORDER BY d.published_at DESC NULLS LAST
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LIMIT ${idx} OFFSET ${idx + 1}""",
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*params, limit, offset,
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)
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return [_row_to_dict(r) for r in rows]
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@app.get("/api/documents/{document_id}")
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async def get_document(document_id: str):
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"""Get a single document with its intelligence extraction and company mentions."""
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row = await pool.fetchrow(
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"""SELECT id, document_type, source_type, publisher, url, canonical_url,
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title, published_at, retrieved_at, language, content_hash,
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raw_storage_ref, normalized_storage_ref,
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parse_quality_score, parse_confidence, status,
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created_at, updated_at
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FROM documents WHERE id = $1""",
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document_id,
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)
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if not row:
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raise HTTPException(404, "Document not found")
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result = _row_to_dict(row)
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# Company mentions
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mentions = await pool.fetch(
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"""SELECT dcm.company_id, dcm.ticker, dcm.mention_type, dcm.confidence,
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c.legal_name
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FROM document_company_mentions dcm
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JOIN companies c ON c.id = dcm.company_id
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WHERE dcm.document_id = $1""",
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document_id,
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)
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result["company_mentions"] = [_row_to_dict(m) for m in mentions]
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# Intelligence extraction
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intel = await pool.fetchrow(
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"""SELECT id, summary, macro_themes, novelty_score, source_credibility,
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extraction_warnings, confidence, model_provider, model_name,
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prompt_version, schema_version, validation_status,
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validation_errors, created_at
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FROM document_intelligence WHERE document_id = $1
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ORDER BY created_at DESC LIMIT 1""",
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document_id,
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)
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if intel:
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intel_dict = _row_to_dict(intel)
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intel_dict["macro_themes"] = _parse_jsonb(intel_dict.get("macro_themes"))
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intel_dict["extraction_warnings"] = _parse_jsonb(intel_dict.get("extraction_warnings"))
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intel_dict["validation_errors"] = _parse_jsonb(intel_dict.get("validation_errors"))
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# Impact records per company
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impacts = await pool.fetch(
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"""SELECT dir.company_id, dir.ticker, dir.relevance, dir.sentiment,
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dir.impact_score, dir.impact_horizon, dir.catalyst_type,
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dir.key_facts, dir.risks, dir.evidence_spans,
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c.legal_name
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FROM document_impact_records dir
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JOIN companies c ON c.id = dir.company_id
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WHERE dir.intelligence_id = $1""",
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intel["id"],
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)
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impact_list = []
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for imp in impacts:
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imp_dict = _row_to_dict(imp)
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imp_dict["key_facts"] = _parse_jsonb(imp_dict.get("key_facts"))
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imp_dict["risks"] = _parse_jsonb(imp_dict.get("risks"))
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imp_dict["evidence_spans"] = _parse_jsonb(imp_dict.get("evidence_spans"))
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impact_list.append(imp_dict)
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intel_dict["company_impacts"] = impact_list
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result["intelligence"] = intel_dict
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else:
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result["intelligence"] = None
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return result
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# ---------------------------------------------------------------------------
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# Trend Summaries (Requirement 11.1)
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# ---------------------------------------------------------------------------
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@app.get("/api/trends")
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async def list_trends(
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ticker: Optional[str] = None,
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entity_type: str = "company",
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window: Optional[str] = None,
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limit: int = Query(default=50, le=200),
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offset: int = 0,
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):
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"""List trend summaries with optional filters."""
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conditions = ["entity_type = $1"]
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params: list[Any] = [entity_type]
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idx = 2
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if ticker:
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conditions.append(f"entity_id = ${idx}")
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params.append(ticker.upper())
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idx += 1
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if window:
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conditions.append(f"\"window\" = ${idx}")
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params.append(window)
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idx += 1
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where = " AND ".join(conditions)
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rows = await pool.fetch(
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f"""SELECT id, entity_type, entity_id, "window", trend_direction,
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trend_strength, confidence, top_supporting_evidence,
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top_opposing_evidence, dominant_catalysts, material_risks,
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contradiction_score, market_context, generated_at
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FROM trend_windows
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WHERE {where}
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ORDER BY generated_at DESC
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LIMIT ${idx} OFFSET ${idx + 1}""",
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*params, limit, offset,
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)
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results = []
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for r in rows:
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d = _row_to_dict(r)
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for jsonb_field in (
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"top_supporting_evidence", "top_opposing_evidence",
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"dominant_catalysts", "material_risks", "market_context",
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):
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d[jsonb_field] = _parse_jsonb(d.get(jsonb_field))
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results.append(d)
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# Include projection data for each trend (Requirement 12.10)
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if results:
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trend_ids = [r["id"] for r in rows]
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proj_rows = await pool.fetch(
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"""SELECT DISTINCT ON (trend_window_id)
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trend_window_id, projected_direction, projected_strength,
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projected_confidence, projection_horizon,
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macro_contribution_pct, diverges_from_current
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FROM trend_projections
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WHERE trend_window_id = ANY($1::uuid[])
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ORDER BY trend_window_id, computed_at DESC""",
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trend_ids,
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)
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proj_map = {str(p["trend_window_id"]): _row_to_dict(p) for p in proj_rows}
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for d in results:
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d["projection"] = proj_map.get(d["id"])
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return results
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@app.get("/api/trends/{trend_id}")
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async def get_trend(trend_id: str):
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"""Get a single trend summary by ID."""
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row = await pool.fetchrow(
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"""SELECT id, entity_type, entity_id, "window", trend_direction,
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trend_strength, confidence, top_supporting_evidence,
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top_opposing_evidence, dominant_catalysts, material_risks,
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contradiction_score, market_context, generated_at, created_at
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FROM trend_windows WHERE id = $1""",
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trend_id,
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)
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if not row:
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raise HTTPException(404, "Trend not found")
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d = _row_to_dict(row)
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for jsonb_field in (
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"top_supporting_evidence", "top_opposing_evidence",
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"dominant_catalysts", "material_risks", "market_context",
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):
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d[jsonb_field] = _parse_jsonb(d.get(jsonb_field))
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return d
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# ---------------------------------------------------------------------------
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# Recommendations (Requirement 11.1, 11.2)
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# ---------------------------------------------------------------------------
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@app.get("/api/recommendations")
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async def list_recommendations(
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ticker: Optional[str] = None,
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action: Optional[str] = None,
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mode: Optional[str] = None,
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since: Optional[str] = None,
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limit: int = Query(default=50, le=200),
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offset: int = 0,
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):
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"""List recommendations with optional filters."""
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conditions: list[str] = []
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params: list[Any] = []
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idx = 1
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if ticker:
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conditions.append(f"r.ticker = ${idx}")
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params.append(ticker.upper())
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idx += 1
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if action:
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conditions.append(f"r.action = ${idx}")
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params.append(action)
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idx += 1
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if mode:
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conditions.append(f"r.mode = ${idx}")
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params.append(mode)
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idx += 1
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if since:
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conditions.append(f"r.generated_at >= ${idx}::timestamptz")
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params.append(since)
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idx += 1
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where = ("WHERE " + " AND ".join(conditions)) if conditions else ""
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rows = await pool.fetch(
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f"""SELECT r.id, r.ticker, r.action, r.mode, r.confidence,
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r.time_horizon, r.thesis, r.invalidation_conditions,
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r.portfolio_pct, r.max_loss_pct, r.model_version,
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r.risk_classification, r.generated_at
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FROM recommendations r
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{where}
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ORDER BY r.generated_at DESC
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LIMIT ${idx} OFFSET ${idx + 1}""",
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*params, limit, offset,
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)
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results = []
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for r in rows:
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d = _row_to_dict(r)
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d["invalidation_conditions"] = _parse_jsonb(d.get("invalidation_conditions"))
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results.append(d)
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return results
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|
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@app.get("/api/recommendations/{recommendation_id}")
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async def get_recommendation(recommendation_id: str):
|
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"""Get a single recommendation with evidence and risk evaluation.
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Requirement 11.2: display contributing intelligence objects, raw sources,
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and market context that influenced the decision.
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"""
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row = await pool.fetchrow(
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"""SELECT r.id, r.ticker, r.company_id, r.action, r.mode, r.confidence,
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r.time_horizon, r.thesis, r.invalidation_conditions,
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r.portfolio_pct, r.max_loss_pct, r.model_version,
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r.model_provider, r.prompt_version, r.schema_version,
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r.risk_classification, r.generated_at, r.created_at
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FROM recommendations r WHERE r.id = $1""",
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recommendation_id,
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)
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if not row:
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raise HTTPException(404, "Recommendation not found")
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result = _row_to_dict(row)
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result["invalidation_conditions"] = _parse_jsonb(result.get("invalidation_conditions"))
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# Evidence: linked documents and intelligence objects
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evidence_rows = await pool.fetch(
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"""SELECT re.id, re.document_id, re.intelligence_id, re.evidence_type, re.weight,
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d.title, d.document_type, d.source_type, d.publisher, d.url,
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d.published_at
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FROM recommendation_evidence re
|
|
LEFT JOIN documents d ON d.id = re.document_id
|
|
WHERE re.recommendation_id = $1
|
|
ORDER BY re.weight DESC""",
|
|
recommendation_id,
|
|
)
|
|
result["evidence"] = [_row_to_dict(e) for e in evidence_rows]
|
|
|
|
# Risk evaluation
|
|
risk_row = await pool.fetchrow(
|
|
"""SELECT id, eligible, allowed_mode, rejection_reasons, risk_checks, evaluated_at
|
|
FROM risk_evaluations WHERE recommendation_id = $1
|
|
ORDER BY evaluated_at DESC LIMIT 1""",
|
|
recommendation_id,
|
|
)
|
|
if risk_row:
|
|
risk_dict = _row_to_dict(risk_row)
|
|
risk_dict["rejection_reasons"] = _parse_jsonb(risk_dict.get("rejection_reasons"))
|
|
risk_dict["risk_checks"] = _parse_jsonb(risk_dict.get("risk_checks"))
|
|
result["risk_evaluation"] = risk_dict
|
|
else:
|
|
result["risk_evaluation"] = None
|
|
|
|
return result
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Evidence Drill-Down (Requirement 11.2, 10.4)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/recommendations/{recommendation_id}/evidence")
|
|
async def get_recommendation_evidence_drilldown(recommendation_id: str):
|
|
"""Full evidence drill-down linking a recommendation to source documents and raw artifacts.
|
|
|
|
Returns the complete provenance chain for each piece of evidence:
|
|
recommendation_evidence → document (with storage refs) → document_intelligence
|
|
→ document_impact_records, plus the trend window that fed the recommendation.
|
|
|
|
Requirements: 11.2, 10.4
|
|
Design: Section 9.1 (evidence drill-down and audit views)
|
|
"""
|
|
# Verify recommendation exists and get basic info
|
|
rec_row = await pool.fetchrow(
|
|
"""SELECT id, ticker, company_id, action, mode, confidence,
|
|
time_horizon, thesis, model_version, model_provider,
|
|
prompt_version, schema_version, generated_at
|
|
FROM recommendations WHERE id = $1""",
|
|
recommendation_id,
|
|
)
|
|
if not rec_row:
|
|
raise HTTPException(404, "Recommendation not found")
|
|
|
|
result: dict[str, Any] = {
|
|
"recommendation": _row_to_dict(rec_row),
|
|
"evidence": [],
|
|
"trend_window": None,
|
|
}
|
|
|
|
# Fetch evidence rows with full document details including storage refs
|
|
evidence_rows = await pool.fetch(
|
|
"""SELECT re.id AS evidence_id,
|
|
re.document_id,
|
|
re.intelligence_id,
|
|
re.evidence_type,
|
|
re.weight,
|
|
d.document_type,
|
|
d.source_type,
|
|
d.publisher,
|
|
d.url,
|
|
d.canonical_url,
|
|
d.title,
|
|
d.published_at,
|
|
d.retrieved_at,
|
|
d.language,
|
|
d.content_hash,
|
|
d.raw_storage_ref,
|
|
d.normalized_storage_ref,
|
|
d.parse_quality_score,
|
|
d.parse_confidence,
|
|
d.status AS document_status
|
|
FROM recommendation_evidence re
|
|
LEFT JOIN documents d ON d.id = re.document_id
|
|
WHERE re.recommendation_id = $1
|
|
ORDER BY re.weight DESC""",
|
|
recommendation_id,
|
|
)
|
|
|
|
for ev in evidence_rows:
|
|
ev_dict = _row_to_dict(ev)
|
|
ev_dict["intelligence"] = None
|
|
ev_dict["company_impacts"] = []
|
|
|
|
# Fetch intelligence extraction for this evidence
|
|
intel_id = ev["intelligence_id"]
|
|
doc_id = ev["document_id"]
|
|
|
|
# Use the linked intelligence_id if available, otherwise look up by document_id
|
|
intel_row = None
|
|
if intel_id:
|
|
intel_row = await pool.fetchrow(
|
|
"""SELECT id, document_id, summary, macro_themes, novelty_score,
|
|
source_credibility, extraction_warnings, confidence,
|
|
model_provider, model_name, prompt_version, schema_version,
|
|
raw_output_ref, prompt_ref, validation_status,
|
|
validation_errors, created_at
|
|
FROM document_intelligence WHERE id = $1""",
|
|
intel_id,
|
|
)
|
|
elif doc_id:
|
|
intel_row = await pool.fetchrow(
|
|
"""SELECT id, document_id, summary, macro_themes, novelty_score,
|
|
source_credibility, extraction_warnings, confidence,
|
|
model_provider, model_name, prompt_version, schema_version,
|
|
raw_output_ref, prompt_ref, validation_status,
|
|
validation_errors, created_at
|
|
FROM document_intelligence WHERE document_id = $1
|
|
ORDER BY created_at DESC LIMIT 1""",
|
|
doc_id,
|
|
)
|
|
|
|
if intel_row:
|
|
intel_dict = _row_to_dict(intel_row)
|
|
for jf in ("macro_themes", "extraction_warnings", "validation_errors"):
|
|
intel_dict[jf] = _parse_jsonb(intel_dict.get(jf))
|
|
ev_dict["intelligence"] = intel_dict
|
|
|
|
# Fetch per-company impact records for this intelligence
|
|
impacts = await pool.fetch(
|
|
"""SELECT dir.company_id, dir.ticker, dir.relevance, dir.sentiment,
|
|
dir.impact_score, dir.impact_horizon, dir.catalyst_type,
|
|
dir.key_facts, dir.risks, dir.evidence_spans,
|
|
c.legal_name
|
|
FROM document_impact_records dir
|
|
JOIN companies c ON c.id = dir.company_id
|
|
WHERE dir.intelligence_id = $1""",
|
|
intel_row["id"],
|
|
)
|
|
impact_list = []
|
|
for imp in impacts:
|
|
imp_dict = _row_to_dict(imp)
|
|
for jf in ("key_facts", "risks", "evidence_spans"):
|
|
imp_dict[jf] = _parse_jsonb(imp_dict.get(jf))
|
|
impact_list.append(imp_dict)
|
|
ev_dict["company_impacts"] = impact_list
|
|
|
|
result["evidence"].append(ev_dict)
|
|
|
|
# Fetch the most recent trend window for this ticker to show market context
|
|
ticker = rec_row["ticker"]
|
|
generated_at = rec_row["generated_at"]
|
|
if ticker and generated_at:
|
|
trend_row = await pool.fetchrow(
|
|
"""SELECT id, entity_type, entity_id, "window", trend_direction,
|
|
trend_strength, confidence, top_supporting_evidence,
|
|
top_opposing_evidence, dominant_catalysts, material_risks,
|
|
contradiction_score, market_context, generated_at
|
|
FROM trend_windows
|
|
WHERE entity_id = $1 AND entity_type = 'company'
|
|
AND generated_at <= $2
|
|
ORDER BY generated_at DESC LIMIT 1""",
|
|
ticker, generated_at,
|
|
)
|
|
if trend_row:
|
|
trend_dict = _row_to_dict(trend_row)
|
|
for jf in (
|
|
"top_supporting_evidence", "top_opposing_evidence",
|
|
"dominant_catalysts", "material_risks", "market_context",
|
|
):
|
|
trend_dict[jf] = _parse_jsonb(trend_dict.get(jf))
|
|
|
|
# Include trend evidence linkage: documents that contributed to this trend
|
|
trend_ev_rows = await pool.fetch(
|
|
"""SELECT te.id, te.document_id, te.evidence_type, te.rank_score,
|
|
te.weight_component, te.impact_component,
|
|
te.recency_component, te.confidence_component,
|
|
te.sentiment_value,
|
|
d.title, d.document_type, d.source_type, d.publisher,
|
|
d.url, d.published_at, d.raw_storage_ref,
|
|
d.normalized_storage_ref
|
|
FROM trend_evidence te
|
|
LEFT JOIN documents d ON d.id = te.document_id
|
|
WHERE te.trend_window_id = $1
|
|
ORDER BY te.rank_score DESC""",
|
|
trend_row["id"],
|
|
)
|
|
trend_dict["evidence"] = [_row_to_dict(te) for te in trend_ev_rows]
|
|
|
|
result["trend_window"] = trend_dict
|
|
|
|
return result
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Trend Evidence Drill-Down (Requirement 10.4)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/trends/{trend_id}/evidence")
|
|
async def get_trend_evidence_drilldown(trend_id: str):
|
|
"""Drill down from a trend window to its contributing documents and raw artifacts.
|
|
|
|
Returns the trend summary plus each contributing document with storage refs,
|
|
intelligence extraction, and impact records — full provenance chain.
|
|
|
|
Requirements: 10.4, 6.5
|
|
"""
|
|
trend_row = await pool.fetchrow(
|
|
"""SELECT id, entity_type, entity_id, "window", trend_direction,
|
|
trend_strength, confidence, top_supporting_evidence,
|
|
top_opposing_evidence, dominant_catalysts, material_risks,
|
|
contradiction_score, market_context, generated_at
|
|
FROM trend_windows WHERE id = $1""",
|
|
trend_id,
|
|
)
|
|
if not trend_row:
|
|
raise HTTPException(404, "Trend not found")
|
|
|
|
trend_dict = _row_to_dict(trend_row)
|
|
for jf in (
|
|
"top_supporting_evidence", "top_opposing_evidence",
|
|
"dominant_catalysts", "material_risks", "market_context",
|
|
):
|
|
trend_dict[jf] = _parse_jsonb(trend_dict.get(jf))
|
|
|
|
# Fetch trend evidence with full document details
|
|
evidence_rows = await pool.fetch(
|
|
"""SELECT te.id AS evidence_id,
|
|
te.document_id,
|
|
te.evidence_type,
|
|
te.rank_score,
|
|
te.weight_component,
|
|
te.impact_component,
|
|
te.recency_component,
|
|
te.confidence_component,
|
|
te.sentiment_value,
|
|
d.document_type,
|
|
d.source_type,
|
|
d.publisher,
|
|
d.url,
|
|
d.canonical_url,
|
|
d.title,
|
|
d.published_at,
|
|
d.retrieved_at,
|
|
d.content_hash,
|
|
d.raw_storage_ref,
|
|
d.normalized_storage_ref,
|
|
d.parse_quality_score,
|
|
d.parse_confidence,
|
|
d.status AS document_status
|
|
FROM trend_evidence te
|
|
LEFT JOIN documents d ON d.id = te.document_id
|
|
WHERE te.trend_window_id = $1
|
|
ORDER BY te.rank_score DESC""",
|
|
trend_id,
|
|
)
|
|
|
|
evidence_list = []
|
|
for ev in evidence_rows:
|
|
ev_dict = _row_to_dict(ev)
|
|
ev_dict["intelligence"] = None
|
|
ev_dict["company_impacts"] = []
|
|
|
|
doc_id = ev["document_id"]
|
|
if doc_id:
|
|
intel_row = await pool.fetchrow(
|
|
"""SELECT id, document_id, summary, macro_themes, novelty_score,
|
|
source_credibility, extraction_warnings, confidence,
|
|
model_provider, model_name, prompt_version, schema_version,
|
|
raw_output_ref, prompt_ref, validation_status,
|
|
validation_errors, created_at
|
|
FROM document_intelligence WHERE document_id = $1
|
|
ORDER BY created_at DESC LIMIT 1""",
|
|
doc_id,
|
|
)
|
|
if intel_row:
|
|
intel_dict = _row_to_dict(intel_row)
|
|
for jf in ("macro_themes", "extraction_warnings", "validation_errors"):
|
|
intel_dict[jf] = _parse_jsonb(intel_dict.get(jf))
|
|
ev_dict["intelligence"] = intel_dict
|
|
|
|
impacts = await pool.fetch(
|
|
"""SELECT dir.company_id, dir.ticker, dir.relevance, dir.sentiment,
|
|
dir.impact_score, dir.impact_horizon, dir.catalyst_type,
|
|
dir.key_facts, dir.risks, dir.evidence_spans,
|
|
c.legal_name
|
|
FROM document_impact_records dir
|
|
JOIN companies c ON c.id = dir.company_id
|
|
WHERE dir.intelligence_id = $1""",
|
|
intel_row["id"],
|
|
)
|
|
for imp in impacts:
|
|
imp_dict = _row_to_dict(imp)
|
|
for jf in ("key_facts", "risks", "evidence_spans"):
|
|
imp_dict[jf] = _parse_jsonb(imp_dict.get(jf))
|
|
ev_dict["company_impacts"].append(imp_dict)
|
|
|
|
evidence_list.append(ev_dict)
|
|
|
|
return {
|
|
"trend": trend_dict,
|
|
"evidence": evidence_list,
|
|
}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Order History (Requirement 11.1, 11.3)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/orders")
|
|
async def list_orders(
|
|
ticker: Optional[str] = None,
|
|
status: Optional[str] = None,
|
|
side: Optional[str] = None,
|
|
since: Optional[str] = None,
|
|
limit: int = Query(default=50, le=200),
|
|
offset: int = 0,
|
|
):
|
|
"""List orders with optional filters."""
|
|
conditions: list[str] = []
|
|
params: list[Any] = []
|
|
idx = 1
|
|
|
|
if ticker:
|
|
conditions.append(f"o.ticker = ${idx}")
|
|
params.append(ticker.upper())
|
|
idx += 1
|
|
if status:
|
|
conditions.append(f"o.status = ${idx}")
|
|
params.append(status)
|
|
idx += 1
|
|
if side:
|
|
conditions.append(f"o.side = ${idx}")
|
|
params.append(side)
|
|
idx += 1
|
|
if since:
|
|
conditions.append(f"o.created_at >= ${idx}::timestamptz")
|
|
params.append(since)
|
|
idx += 1
|
|
|
|
where = ("WHERE " + " AND ".join(conditions)) if conditions else ""
|
|
|
|
rows = await pool.fetch(
|
|
f"""SELECT o.id, o.recommendation_id, o.broker_account_id, o.ticker,
|
|
o.side, o.order_type, o.quantity, o.limit_price, o.stop_price,
|
|
o.status, o.broker_order_id, o.submitted_at, o.acknowledged_at,
|
|
o.filled_at, o.cancelled_at, o.rejected_at, o.rejection_reason,
|
|
o.fill_price, o.fill_quantity, o.created_at
|
|
FROM orders o
|
|
{where}
|
|
ORDER BY o.created_at DESC
|
|
LIMIT ${idx} OFFSET ${idx + 1}""",
|
|
*params, limit, offset,
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
@app.get("/api/orders/{order_id}")
|
|
async def get_order(order_id: str):
|
|
"""Get a single order with its events, decision trace, and full audit trail.
|
|
|
|
Requirement 11.3: expose full audit trail from ingestion through broker
|
|
execution and eventual market outcome.
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""SELECT o.id, o.recommendation_id, o.broker_account_id, o.ticker,
|
|
o.side, o.order_type, o.quantity, o.limit_price, o.stop_price,
|
|
o.status, o.idempotency_key, o.broker_order_id,
|
|
o.decision_trace, o.submitted_at, o.acknowledged_at,
|
|
o.filled_at, o.cancelled_at, o.rejected_at, o.rejection_reason,
|
|
o.fill_price, o.fill_quantity, o.created_at, o.updated_at
|
|
FROM orders o WHERE o.id = $1""",
|
|
order_id,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Order not found")
|
|
|
|
result = _row_to_dict(row)
|
|
result["decision_trace"] = _parse_jsonb(result.get("decision_trace"))
|
|
|
|
# Order events
|
|
events = await pool.fetch(
|
|
"""SELECT id, event_type, data, broker_timestamp, created_at
|
|
FROM order_events WHERE order_id = $1 ORDER BY created_at ASC""",
|
|
order_id,
|
|
)
|
|
result["events"] = []
|
|
for ev in events:
|
|
ev_dict = _row_to_dict(ev)
|
|
ev_dict["data"] = _parse_jsonb(ev_dict.get("data"))
|
|
result["events"].append(ev_dict)
|
|
|
|
# Full audit trail (Requirement 11.3)
|
|
recommendation_id = str(row["recommendation_id"]) if row["recommendation_id"] else None
|
|
result["audit_trail"] = await get_order_audit_trail(pool, order_id, recommendation_id)
|
|
|
|
return result
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Positions (Requirement 11.1)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/positions")
|
|
async def list_positions(
|
|
ticker: Optional[str] = None,
|
|
):
|
|
"""List current positions."""
|
|
if ticker:
|
|
rows = await pool.fetch(
|
|
"""SELECT p.id, p.broker_account_id, p.ticker, p.quantity,
|
|
p.avg_entry_price, p.current_price,
|
|
p.unrealized_pnl, p.realized_pnl, p.updated_at
|
|
FROM positions p WHERE p.ticker = $1 ORDER BY p.ticker""",
|
|
ticker.upper(),
|
|
)
|
|
else:
|
|
rows = await pool.fetch(
|
|
"""SELECT p.id, p.broker_account_id, p.ticker, p.quantity,
|
|
p.avg_entry_price, p.current_price,
|
|
p.unrealized_pnl, p.realized_pnl, p.updated_at
|
|
FROM positions p ORDER BY p.ticker""",
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Audit Trail (Requirement 11.3)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/audit/{entity_type}/{entity_id}")
|
|
async def get_audit_trail(entity_type: str, entity_id: str):
|
|
"""Get audit events for any entity type and ID."""
|
|
events = await get_entity_audit_trail(pool, entity_type, entity_id)
|
|
if not events:
|
|
raise HTTPException(404, "No audit events found")
|
|
return events
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Admin: Source Health (Requirement 11.1 - source health)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/admin/sources/health")
|
|
async def get_source_health(
|
|
source_type: Optional[str] = None,
|
|
company_id: Optional[str] = None,
|
|
active_only: bool = True,
|
|
):
|
|
"""Source health overview: each source with its latest ingestion status and failure counts.
|
|
|
|
Design: Section 9.1 (source health and job state)
|
|
"""
|
|
conditions = []
|
|
params: list[Any] = []
|
|
idx = 1
|
|
|
|
if active_only:
|
|
conditions.append(f"s.active = ${idx}")
|
|
params.append(True)
|
|
idx += 1
|
|
if source_type:
|
|
conditions.append(f"s.source_type = ${idx}")
|
|
params.append(source_type)
|
|
idx += 1
|
|
if company_id:
|
|
conditions.append(f"s.company_id = ${idx}")
|
|
params.append(company_id)
|
|
idx += 1
|
|
|
|
where = ("WHERE " + " AND ".join(conditions)) if conditions else ""
|
|
|
|
rows = await pool.fetch(
|
|
f"""SELECT s.id AS source_id, s.source_type, s.source_name,
|
|
s.credibility_score, s.active,
|
|
c.ticker, c.legal_name, c.id AS company_id,
|
|
latest.status AS last_run_status,
|
|
latest.started_at AS last_run_at,
|
|
latest.error_message AS last_error,
|
|
latest.items_fetched AS last_items_fetched,
|
|
latest.items_new AS last_items_new,
|
|
COALESCE(stats.total_runs, 0) AS total_runs_24h,
|
|
COALESCE(stats.failed_runs, 0) AS failed_runs_24h,
|
|
COALESCE(stats.total_items, 0) AS total_items_24h
|
|
FROM sources s
|
|
JOIN companies c ON c.id = s.company_id
|
|
LEFT JOIN LATERAL (
|
|
SELECT ir.status, ir.started_at, ir.error_message,
|
|
ir.items_fetched, ir.items_new
|
|
FROM ingestion_runs ir
|
|
WHERE ir.source_id = s.id
|
|
ORDER BY ir.started_at DESC
|
|
LIMIT 1
|
|
) latest ON TRUE
|
|
LEFT JOIN LATERAL (
|
|
SELECT COUNT(*) AS total_runs,
|
|
COUNT(*) FILTER (WHERE ir2.status = 'failed') AS failed_runs,
|
|
COALESCE(SUM(ir2.items_fetched), 0) AS total_items
|
|
FROM ingestion_runs ir2
|
|
WHERE ir2.source_id = s.id
|
|
AND ir2.started_at >= NOW() - INTERVAL '24 hours'
|
|
) stats ON TRUE
|
|
{where}
|
|
ORDER BY c.ticker, s.source_type""",
|
|
*params,
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
@app.get("/api/admin/sources/{source_id}/runs")
|
|
async def get_source_runs(
|
|
source_id: str,
|
|
limit: int = Query(default=20, le=100),
|
|
offset: int = 0,
|
|
):
|
|
"""Recent ingestion runs for a specific source."""
|
|
rows = await pool.fetch(
|
|
"""SELECT id, source_id, company_id, source_type, status,
|
|
started_at, completed_at, items_fetched, items_new,
|
|
error_message, retry_count, next_retry_at
|
|
FROM ingestion_runs
|
|
WHERE source_id = $1
|
|
ORDER BY started_at DESC
|
|
LIMIT $2 OFFSET $3""",
|
|
source_id, limit, offset,
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
@app.put("/api/admin/sources/{source_id}/toggle")
|
|
async def toggle_source(source_id: str, active: bool = True):
|
|
"""Enable or disable a source."""
|
|
row = await pool.fetchrow(
|
|
"""UPDATE sources SET active = $2, updated_at = NOW()
|
|
WHERE id = $1
|
|
RETURNING id, source_type, source_name, active""",
|
|
source_id, active,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Source not found")
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.put("/api/admin/sources/{source_id}/credibility")
|
|
async def update_source_credibility(source_id: str, credibility_score: float = Query(ge=0.0, le=1.0)):
|
|
"""Update a source's credibility score."""
|
|
row = await pool.fetchrow(
|
|
"""UPDATE sources SET credibility_score = $2, updated_at = NOW()
|
|
WHERE id = $1
|
|
RETURNING id, source_type, source_name, credibility_score""",
|
|
source_id, credibility_score,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Source not found")
|
|
return _row_to_dict(row)
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Admin: Symbol Configs (Requirement 11.1 - symbol configs)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.put("/api/admin/companies/{company_id}/toggle")
|
|
async def toggle_company(company_id: str, active: bool = True):
|
|
"""Enable or disable a tracked company."""
|
|
row = await pool.fetchrow(
|
|
"""UPDATE companies SET active = $2, updated_at = NOW()
|
|
WHERE id = $1
|
|
RETURNING id, ticker, legal_name, active""",
|
|
company_id, active,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Company not found")
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.put("/api/admin/companies/{company_id}/sector")
|
|
async def update_company_sector(
|
|
company_id: str,
|
|
sector: str = Query(...),
|
|
industry: Optional[str] = None,
|
|
):
|
|
"""Update a company's sector and industry classification."""
|
|
if industry is not None:
|
|
row = await pool.fetchrow(
|
|
"""UPDATE companies SET sector = $2, industry = $3, updated_at = NOW()
|
|
WHERE id = $1
|
|
RETURNING id, ticker, legal_name, sector, industry""",
|
|
company_id, sector, industry,
|
|
)
|
|
else:
|
|
row = await pool.fetchrow(
|
|
"""UPDATE companies SET sector = $2, updated_at = NOW()
|
|
WHERE id = $1
|
|
RETURNING id, ticker, legal_name, sector, industry""",
|
|
company_id, sector,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Company not found")
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.get("/api/admin/companies/coverage")
|
|
async def get_symbol_coverage():
|
|
"""Overview of source coverage per active company.
|
|
|
|
Shows how many active sources of each type are configured per symbol,
|
|
useful for identifying coverage gaps.
|
|
"""
|
|
rows = await pool.fetch(
|
|
"""SELECT c.id AS company_id, c.ticker, c.legal_name, c.sector,
|
|
c.active,
|
|
COUNT(s.id) FILTER (WHERE s.active) AS active_sources,
|
|
COUNT(s.id) FILTER (WHERE s.source_type = 'market_api' AND s.active) AS market_sources,
|
|
COUNT(s.id) FILTER (WHERE s.source_type = 'news_api' AND s.active) AS news_sources,
|
|
COUNT(s.id) FILTER (WHERE s.source_type = 'filings_api' AND s.active) AS filings_sources,
|
|
COUNT(s.id) FILTER (WHERE s.source_type = 'web_scrape' AND s.active) AS web_scrape_sources,
|
|
COUNT(s.id) FILTER (WHERE s.source_type = 'broker' AND s.active) AS broker_sources
|
|
FROM companies c
|
|
LEFT JOIN sources s ON s.company_id = c.id
|
|
WHERE c.active = TRUE
|
|
GROUP BY c.id, c.ticker, c.legal_name, c.sector, c.active
|
|
ORDER BY c.ticker""",
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Admin: Trading Mode (Requirement 8.1, 8.2, 11.1)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/admin/trading/config")
|
|
async def get_trading_config():
|
|
"""Get the current active risk/trading configuration."""
|
|
row = await pool.fetchrow(
|
|
"""SELECT id, name, trading_mode, config, active, created_at, updated_at
|
|
FROM risk_configs
|
|
WHERE active = TRUE
|
|
ORDER BY updated_at DESC
|
|
LIMIT 1""",
|
|
)
|
|
if not row:
|
|
return {"trading_mode": "paper", "config": {}, "message": "No active config found, using defaults"}
|
|
|
|
result = _row_to_dict(row)
|
|
result["config"] = _parse_jsonb(result.get("config"))
|
|
return result
|
|
|
|
|
|
@app.put("/api/admin/trading/mode")
|
|
async def set_trading_mode(mode: str = Query(..., pattern="^(paper|live|disabled)$")):
|
|
"""Switch the active trading mode.
|
|
|
|
Requirement 8.1: support paper and live as separate execution environments.
|
|
Requirement 8.2: live mode requires operator approval controls.
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""UPDATE risk_configs SET trading_mode = $1, updated_at = NOW()
|
|
WHERE active = TRUE
|
|
RETURNING id, name, trading_mode""",
|
|
mode,
|
|
)
|
|
if not row:
|
|
# No active config exists yet — create one with the requested mode
|
|
row = await pool.fetchrow(
|
|
"""INSERT INTO risk_configs (name, trading_mode, config, active)
|
|
VALUES ('default', $1, '{}', TRUE)
|
|
RETURNING id, name, trading_mode""",
|
|
mode,
|
|
)
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.put("/api/admin/trading/config")
|
|
async def update_trading_config(config: dict[str, Any]):
|
|
"""Update the active risk configuration JSON.
|
|
|
|
Accepts a partial or full risk config object. The config is stored
|
|
as JSONB alongside the trading_mode in risk_configs.
|
|
"""
|
|
config_json = json.dumps(config)
|
|
|
|
row = await pool.fetchrow(
|
|
"""UPDATE risk_configs SET config = $1::jsonb, updated_at = NOW()
|
|
WHERE active = TRUE
|
|
RETURNING id, name, trading_mode, config""",
|
|
config_json,
|
|
)
|
|
if not row:
|
|
row = await pool.fetchrow(
|
|
"""INSERT INTO risk_configs (name, trading_mode, config, active)
|
|
VALUES ('default', 'paper', $1::jsonb, TRUE)
|
|
RETURNING id, name, trading_mode, config""",
|
|
config_json,
|
|
)
|
|
result = _row_to_dict(row)
|
|
result["config"] = _parse_jsonb(result.get("config"))
|
|
return result
|
|
|
|
|
|
@app.get("/api/admin/trading/approvals")
|
|
async def list_pending_approvals():
|
|
"""List pending operator approval requests for live trading orders."""
|
|
rows = await pool.fetch(
|
|
"""SELECT id, order_job, recommendation_id, ticker, side, quantity,
|
|
estimated_value, status, risk_evaluation_id, requested_by,
|
|
reviewed_by, review_note, expires_at, requested_at, reviewed_at
|
|
FROM operator_approvals
|
|
WHERE status = 'pending'
|
|
ORDER BY requested_at ASC""",
|
|
)
|
|
results = []
|
|
for r in rows:
|
|
d = _row_to_dict(r)
|
|
d["order_job"] = _parse_jsonb(d.get("order_job"))
|
|
results.append(d)
|
|
return results
|
|
|
|
|
|
@app.put("/api/admin/trading/approvals/{approval_id}")
|
|
async def review_approval_request(
|
|
approval_id: str,
|
|
approved: bool = Query(...),
|
|
reviewed_by: str = "operator",
|
|
review_note: str = "",
|
|
):
|
|
"""Approve or reject a pending operator approval request.
|
|
|
|
Requirement 8.2: live orders require operator approval controls.
|
|
"""
|
|
now = datetime.now(timezone.utc)
|
|
new_status = "approved" if approved else "rejected"
|
|
|
|
row = await pool.fetchrow(
|
|
"""UPDATE operator_approvals
|
|
SET status = $2, reviewed_by = $3, review_note = $4,
|
|
reviewed_at = $5, updated_at = NOW()
|
|
WHERE id = $1::uuid AND status = 'pending'
|
|
RETURNING id, ticker, status, reviewed_by""",
|
|
approval_id, new_status, reviewed_by, review_note, now,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Approval not found or no longer pending")
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.get("/api/admin/trading/lockouts")
|
|
async def list_active_lockouts():
|
|
"""List active symbol lockouts (news-shock, cooldown)."""
|
|
rows = await pool.fetch(
|
|
"""SELECT id, ticker, lockout_type, reason, expires_at, created_at
|
|
FROM symbol_lockouts
|
|
WHERE expires_at > NOW()
|
|
ORDER BY expires_at ASC""",
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Operational Dashboard (Requirement 12.1, 12.2, 12.3)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/ops/ingestion/throughput")
|
|
async def get_ingestion_throughput(
|
|
hours: int = Query(default=24, ge=1, le=168),
|
|
bucket: str = Query(default="1h", pattern="^(15m|1h|6h|1d)$"),
|
|
):
|
|
"""Ingestion throughput over time, bucketed by interval.
|
|
|
|
Returns document counts and item counts per time bucket, broken down
|
|
by source type. Powers the ingestion throughput chart.
|
|
|
|
Requirements: 12.1, 12.3
|
|
"""
|
|
bucket_interval = {
|
|
"15m": "15 minutes",
|
|
"1h": "1 hour",
|
|
"6h": "6 hours",
|
|
"1d": "1 day",
|
|
}[bucket]
|
|
|
|
rows = await pool.fetch(
|
|
f"""SELECT
|
|
date_trunc('hour', ir.started_at)
|
|
- (EXTRACT(minute FROM ir.started_at)::int
|
|
% EXTRACT(epoch FROM INTERVAL '{bucket_interval}')::int / 60)
|
|
* INTERVAL '1 minute' AS bucket_start,
|
|
ir.source_type,
|
|
COUNT(*) AS run_count,
|
|
COUNT(*) FILTER (WHERE ir.status = 'completed') AS completed,
|
|
COUNT(*) FILTER (WHERE ir.status = 'failed') AS failed,
|
|
COALESCE(SUM(ir.items_fetched), 0) AS items_fetched,
|
|
COALESCE(SUM(ir.items_new), 0) AS items_new
|
|
FROM ingestion_runs ir
|
|
WHERE ir.started_at >= NOW() - INTERVAL '1 hour' * $1
|
|
GROUP BY bucket_start, ir.source_type
|
|
ORDER BY bucket_start DESC, ir.source_type""",
|
|
hours,
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
@app.get("/api/ops/ingestion/summary")
|
|
async def get_ingestion_summary(
|
|
hours: int = Query(default=24, ge=1, le=168),
|
|
):
|
|
"""High-level ingestion summary for the operational dashboard.
|
|
|
|
Returns total runs, success/failure counts, items processed, and
|
|
per-source-type breakdown for the given time window.
|
|
|
|
Requirements: 12.1
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""SELECT
|
|
COUNT(*) AS total_runs,
|
|
COUNT(*) FILTER (WHERE status = 'completed') AS completed,
|
|
COUNT(*) FILTER (WHERE status = 'failed') AS failed,
|
|
COUNT(*) FILTER (WHERE status = 'pending') AS pending,
|
|
COUNT(*) FILTER (WHERE status = 'running') AS running,
|
|
COALESCE(SUM(items_fetched), 0) AS total_items_fetched,
|
|
COALESCE(SUM(items_new), 0) AS total_items_new,
|
|
COUNT(DISTINCT source_id) AS active_sources,
|
|
COUNT(DISTINCT company_id) AS active_companies
|
|
FROM ingestion_runs
|
|
WHERE started_at >= NOW() - INTERVAL '1 hour' * $1""",
|
|
hours,
|
|
)
|
|
|
|
by_type = await pool.fetch(
|
|
"""SELECT
|
|
source_type,
|
|
COUNT(*) AS runs,
|
|
COUNT(*) FILTER (WHERE status = 'completed') AS completed,
|
|
COUNT(*) FILTER (WHERE status = 'failed') AS failed,
|
|
COALESCE(SUM(items_fetched), 0) AS items_fetched,
|
|
COALESCE(SUM(items_new), 0) AS items_new
|
|
FROM ingestion_runs
|
|
WHERE started_at >= NOW() - INTERVAL '1 hour' * $1
|
|
GROUP BY source_type
|
|
ORDER BY runs DESC""",
|
|
hours,
|
|
)
|
|
|
|
result = _row_to_dict(row) if row else {}
|
|
result["by_source_type"] = [_row_to_dict(r) for r in by_type]
|
|
result["hours"] = hours
|
|
return result
|
|
|
|
|
|
@app.get("/api/ops/model/failures")
|
|
async def get_model_failures(
|
|
hours: int = Query(default=24, ge=1, le=168),
|
|
limit: int = Query(default=50, le=200),
|
|
):
|
|
"""Recent model extraction failures with error details.
|
|
|
|
Returns individual failed extraction attempts for debugging.
|
|
|
|
Requirements: 12.2
|
|
"""
|
|
rows = await pool.fetch(
|
|
"""SELECT
|
|
mpm.id, mpm.document_id, mpm.ticker, mpm.model_name,
|
|
mpm.prompt_version, mpm.schema_version,
|
|
mpm.attempt_count, mpm.total_duration_ms,
|
|
mpm.validation_status, mpm.validation_error_count,
|
|
mpm.validation_errors, mpm.retry_count,
|
|
mpm.confidence, mpm.recorded_at,
|
|
d.title AS document_title, d.document_type, d.source_type
|
|
FROM model_performance_metrics mpm
|
|
LEFT JOIN documents d ON d.id = mpm.document_id
|
|
WHERE mpm.success = FALSE
|
|
AND mpm.recorded_at >= NOW() - INTERVAL '1 hour' * $1
|
|
ORDER BY mpm.recorded_at DESC
|
|
LIMIT $2""",
|
|
hours, limit,
|
|
)
|
|
results = []
|
|
for r in rows:
|
|
d = _row_to_dict(r)
|
|
d["validation_errors"] = _parse_jsonb(d.get("validation_errors"))
|
|
results.append(d)
|
|
return results
|
|
|
|
|
|
@app.get("/api/ops/model/performance")
|
|
async def get_model_performance(
|
|
hours: int = Query(default=24, ge=1, le=168),
|
|
model_name: Optional[str] = None,
|
|
):
|
|
"""Aggregated model performance metrics for the operational dashboard.
|
|
|
|
Returns success rate, latency percentiles, retry rate, confidence
|
|
distribution, and token usage for the given time window.
|
|
|
|
Requirements: 12.2
|
|
"""
|
|
return await get_model_performance_summary(
|
|
pool,
|
|
model_name=model_name,
|
|
hours=hours,
|
|
)
|
|
|
|
|
|
@app.get("/api/ops/pipeline/health")
|
|
async def get_pipeline_health(
|
|
hours: int = Query(default=24, ge=1, le=168),
|
|
):
|
|
"""Pipeline stage health summary across ingestion, parsing, extraction, and aggregation.
|
|
|
|
Shows document counts at each processing stage and identifies bottlenecks.
|
|
|
|
Requirements: 12.1
|
|
"""
|
|
# Document status distribution (pipeline stages)
|
|
doc_stages = await pool.fetch(
|
|
"""SELECT
|
|
status,
|
|
COUNT(*) AS doc_count
|
|
FROM documents
|
|
WHERE created_at >= NOW() - INTERVAL '1 hour' * $1
|
|
GROUP BY status
|
|
ORDER BY doc_count DESC""",
|
|
hours,
|
|
)
|
|
|
|
# Parsing quality distribution
|
|
parse_quality = await pool.fetchrow(
|
|
"""SELECT
|
|
COUNT(*) AS total_parsed,
|
|
COUNT(*) FILTER (WHERE parse_confidence = 'high') AS high_confidence,
|
|
COUNT(*) FILTER (WHERE parse_confidence = 'medium') AS medium_confidence,
|
|
COUNT(*) FILTER (WHERE parse_confidence = 'low') AS low_confidence,
|
|
COUNT(*) FILTER (WHERE parse_confidence = 'unknown' OR parse_confidence IS NULL) AS unknown_confidence,
|
|
ROUND(AVG(parse_quality_score)::numeric, 3) AS avg_quality_score
|
|
FROM documents
|
|
WHERE created_at >= NOW() - INTERVAL '1 hour' * $1
|
|
AND status IN ('parsed', 'extracted', 'aggregated')""",
|
|
hours,
|
|
)
|
|
|
|
# Extraction validation distribution
|
|
extraction_stats = await pool.fetchrow(
|
|
"""SELECT
|
|
COUNT(*) AS total_extractions,
|
|
COUNT(*) FILTER (WHERE validation_status = 'valid') AS valid,
|
|
COUNT(*) FILTER (WHERE validation_status = 'failed') AS failed,
|
|
COUNT(*) FILTER (WHERE validation_status = 'pending') AS pending,
|
|
ROUND(AVG(confidence)::numeric, 3) AS avg_confidence,
|
|
ROUND(AVG(retry_count)::numeric, 2) AS avg_retries
|
|
FROM document_intelligence
|
|
WHERE created_at >= NOW() - INTERVAL '1 hour' * $1""",
|
|
hours,
|
|
)
|
|
|
|
# Aggregation output (trend windows generated)
|
|
trend_stats = await pool.fetchrow(
|
|
"""SELECT
|
|
COUNT(*) AS trends_generated,
|
|
COUNT(DISTINCT entity_id) AS symbols_covered,
|
|
ROUND(AVG(confidence)::numeric, 3) AS avg_trend_confidence,
|
|
ROUND(AVG(contradiction_score)::numeric, 3) AS avg_contradiction
|
|
FROM trend_windows
|
|
WHERE created_at >= NOW() - INTERVAL '1 hour' * $1""",
|
|
hours,
|
|
)
|
|
|
|
return {
|
|
"hours": hours,
|
|
"document_stages": [_row_to_dict(r) for r in doc_stages],
|
|
"parsing": _row_to_dict(parse_quality) if parse_quality else {},
|
|
"extraction": _row_to_dict(extraction_stats) if extraction_stats else {},
|
|
"aggregation": _row_to_dict(trend_stats) if trend_stats else {},
|
|
}
|
|
|
|
|
|
@app.get("/api/ops/sources/coverage-gaps")
|
|
async def get_source_coverage_gaps():
|
|
"""Identify symbols with missing or insufficient source coverage.
|
|
|
|
Returns companies that lack one or more expected source types
|
|
(market_api, news_api, filings_api), or have sources that haven't
|
|
produced successful ingestion runs recently.
|
|
|
|
Requirements: 12.3
|
|
"""
|
|
# Companies missing expected source types
|
|
missing_types = await pool.fetch(
|
|
"""SELECT
|
|
c.id AS company_id, c.ticker, c.legal_name, c.sector,
|
|
ARRAY_AGG(DISTINCT s.source_type) FILTER (WHERE s.active) AS active_types,
|
|
ARRAY['market_api', 'news_api', 'filings_api'] AS expected_types
|
|
FROM companies c
|
|
LEFT JOIN sources s ON s.company_id = c.id AND s.active = TRUE
|
|
WHERE c.active = TRUE
|
|
GROUP BY c.id, c.ticker, c.legal_name, c.sector
|
|
HAVING NOT ARRAY['market_api', 'news_api', 'filings_api']::text[] <@ ARRAY_AGG(DISTINCT s.source_type::text) FILTER (WHERE s.active)
|
|
OR ARRAY_AGG(DISTINCT s.source_type::text) FILTER (WHERE s.active) IS NULL
|
|
ORDER BY c.ticker""",
|
|
)
|
|
|
|
# Sources with no successful runs in the last 24 hours
|
|
stale_sources = await pool.fetch(
|
|
"""SELECT
|
|
s.id AS source_id, s.source_type, s.source_name,
|
|
c.ticker, c.legal_name,
|
|
MAX(ir.started_at) FILTER (WHERE ir.status = 'completed') AS last_success,
|
|
MAX(ir.started_at) AS last_attempt,
|
|
COUNT(*) FILTER (WHERE ir.status = 'failed'
|
|
AND ir.started_at >= NOW() - INTERVAL '24 hours') AS recent_failures
|
|
FROM sources s
|
|
JOIN companies c ON c.id = s.company_id
|
|
LEFT JOIN ingestion_runs ir ON ir.source_id = s.id
|
|
WHERE s.active = TRUE AND c.active = TRUE
|
|
GROUP BY s.id, s.source_type, s.source_name, c.ticker, c.legal_name
|
|
HAVING MAX(ir.started_at) FILTER (WHERE ir.status = 'completed')
|
|
< NOW() - INTERVAL '24 hours'
|
|
OR MAX(ir.started_at) FILTER (WHERE ir.status = 'completed') IS NULL
|
|
ORDER BY c.ticker, s.source_type""",
|
|
)
|
|
|
|
return {
|
|
"missing_source_types": [_row_to_dict(r) for r in missing_types],
|
|
"stale_sources": [_row_to_dict(r) for r in stale_sources],
|
|
}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Analytics: Trino SQL Proxy (Requirement 10.1, 10.3, 13.7)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
|
|
@app.post("/api/analytics/query")
|
|
async def analytics_query(body: dict[str, Any]):
|
|
"""Proxy SQL to Trino, enforce row limits, return structured results.
|
|
|
|
Design: Section 9.3 (API proxy for Trino)
|
|
Requirements: 10.1, 10.3, 13.7
|
|
"""
|
|
sql = body.get("sql", "").strip()
|
|
if not sql:
|
|
raise HTTPException(400, "sql is required")
|
|
|
|
limit = min(int(body.get("limit", 1000)), 10000)
|
|
|
|
trino_host = config.trino.host
|
|
trino_port = config.trino.port
|
|
trino_catalog = config.trino.catalog
|
|
trino_schema = config.trino.schema
|
|
|
|
trino_url = f"http://{trino_host}:{trino_port}/v1/statement"
|
|
headers = {
|
|
"X-Trino-User": "stonks-dashboard",
|
|
"X-Trino-Catalog": trino_catalog,
|
|
"X-Trino-Schema": trino_schema,
|
|
}
|
|
|
|
start = _time.monotonic()
|
|
try:
|
|
async with httpx.AsyncClient(timeout=60.0) as client:
|
|
# Submit query
|
|
resp = await client.post(trino_url, content=sql, headers=headers)
|
|
if resp.status_code != 200:
|
|
raise HTTPException(502, f"Trino error: {resp.text[:500]}")
|
|
|
|
result = resp.json()
|
|
columns: list[dict[str, str]] = []
|
|
all_rows: list[list[Any]] = []
|
|
|
|
# Extract columns from first response
|
|
if "columns" in result:
|
|
columns = [{"name": c["name"], "type": c.get("type", "unknown")} for c in result["columns"]]
|
|
|
|
if "data" in result:
|
|
all_rows.extend(result["data"])
|
|
|
|
# Follow nextUri to get all results
|
|
while "nextUri" in result and len(all_rows) < limit:
|
|
next_url = result["nextUri"]
|
|
resp = await client.get(next_url, headers=headers)
|
|
if resp.status_code != 200:
|
|
break
|
|
result = resp.json()
|
|
if "columns" in result and not columns:
|
|
columns = [{"name": c["name"], "type": c.get("type", "unknown")} for c in result["columns"]]
|
|
if "data" in result:
|
|
all_rows.extend(result["data"])
|
|
|
|
elapsed_ms = round((_time.monotonic() - start) * 1000)
|
|
all_rows = all_rows[:limit]
|
|
|
|
return {
|
|
"columns": columns,
|
|
"rows": all_rows,
|
|
"row_count": len(all_rows),
|
|
"elapsed_ms": elapsed_ms,
|
|
}
|
|
|
|
except httpx.ConnectError:
|
|
raise HTTPException(502, "Cannot connect to Trino")
|
|
except httpx.TimeoutException:
|
|
raise HTTPException(504, "Trino query timed out")
|
|
|
|
|
|
@app.get("/api/analytics/schema")
|
|
async def analytics_schema():
|
|
"""Return Trino catalog/schema/table/column metadata for the schema browser.
|
|
|
|
Requirements: 13.7
|
|
"""
|
|
trino_host = config.trino.host
|
|
trino_port = config.trino.port
|
|
trino_catalog = config.trino.catalog
|
|
trino_schema = config.trino.schema
|
|
|
|
trino_url = f"http://{trino_host}:{trino_port}/v1/statement"
|
|
headers = {
|
|
"X-Trino-User": "stonks-dashboard",
|
|
"X-Trino-Catalog": trino_catalog,
|
|
"X-Trino-Schema": trino_schema,
|
|
}
|
|
|
|
async def _run_trino_query(sql: str) -> list[list[Any]]:
|
|
rows: list[list[Any]] = []
|
|
async with httpx.AsyncClient(timeout=30.0) as client:
|
|
resp = await client.post(trino_url, content=sql, headers=headers)
|
|
if resp.status_code != 200:
|
|
return rows
|
|
result = resp.json()
|
|
if "data" in result:
|
|
rows.extend(result["data"])
|
|
while "nextUri" in result:
|
|
resp = await client.get(result["nextUri"], headers=headers)
|
|
if resp.status_code != 200:
|
|
break
|
|
result = resp.json()
|
|
if "data" in result:
|
|
rows.extend(result["data"])
|
|
return rows
|
|
|
|
try:
|
|
# Get tables
|
|
table_rows = await _run_trino_query(
|
|
f"SELECT table_name FROM information_schema.tables WHERE table_schema = '{trino_schema}' ORDER BY table_name"
|
|
)
|
|
tables = []
|
|
for tr in table_rows:
|
|
table_name = tr[0] if tr else None
|
|
if not table_name:
|
|
continue
|
|
# Get columns for each table
|
|
col_rows = await _run_trino_query(
|
|
f"SELECT column_name, data_type FROM information_schema.columns WHERE table_schema = '{trino_schema}' AND table_name = '{table_name}' ORDER BY ordinal_position"
|
|
)
|
|
columns = [{"name": cr[0], "type": cr[1]} for cr in col_rows if cr]
|
|
tables.append({"name": table_name, "columns": columns})
|
|
|
|
return {
|
|
"catalog": trino_catalog,
|
|
"schema": trino_schema,
|
|
"tables": tables,
|
|
}
|
|
except Exception:
|
|
return {"catalog": trino_catalog, "schema": trino_schema, "tables": []}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Analytics: Saved Queries (Requirement 13.7)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
class SavedQueryBody(BaseModel):
|
|
name: str
|
|
description: str = ""
|
|
sql_text: str
|
|
|
|
|
|
@app.get("/api/analytics/saved-queries")
|
|
async def list_saved_queries():
|
|
"""List all saved queries."""
|
|
rows = await pool.fetch(
|
|
"SELECT id, name, description, sql_text, created_by, created_at, updated_at FROM saved_queries ORDER BY updated_at DESC"
|
|
)
|
|
return [_row_to_dict(r) for r in rows]
|
|
|
|
|
|
@app.post("/api/analytics/saved-queries", status_code=201)
|
|
async def create_saved_query(body: SavedQueryBody):
|
|
"""Save a new query."""
|
|
row = await pool.fetchrow(
|
|
"""INSERT INTO saved_queries (name, description, sql_text)
|
|
VALUES ($1, $2, $3)
|
|
RETURNING id, name, description, sql_text, created_by, created_at""",
|
|
body.name, body.description, body.sql_text,
|
|
)
|
|
return _row_to_dict(row)
|
|
|
|
|
|
@app.delete("/api/analytics/saved-queries/{query_id}")
|
|
async def delete_saved_query(query_id: str):
|
|
"""Delete a saved query."""
|
|
result = await pool.execute("DELETE FROM saved_queries WHERE id = $1::uuid", query_id)
|
|
if result == "DELETE 0":
|
|
raise HTTPException(404, "Query not found")
|
|
return {"status": "deleted"}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Admin: Macro Signal Layer Toggle (Requirement 11.1, 11.5, 11.7)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
class MacroToggleBody(BaseModel):
|
|
enabled: bool
|
|
operator: str = "operator"
|
|
|
|
|
|
@app.get("/api/admin/macro/status")
|
|
async def get_macro_status():
|
|
"""Return the current macro signal layer enabled/disabled state.
|
|
|
|
Reads from the active risk_configs row's JSONB config field.
|
|
Requirements: 11.1, 11.5
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""SELECT config->>'macro_enabled' AS macro_enabled
|
|
FROM risk_configs
|
|
WHERE active = TRUE
|
|
ORDER BY updated_at DESC
|
|
LIMIT 1""",
|
|
)
|
|
if row is None or row["macro_enabled"] is None:
|
|
return {"macro_enabled": True, "source": "default"}
|
|
return {
|
|
"macro_enabled": row["macro_enabled"].lower() == "true",
|
|
"source": "risk_configs",
|
|
}
|
|
|
|
|
|
@app.put("/api/admin/macro/toggle")
|
|
async def toggle_macro_layer(body: MacroToggleBody):
|
|
"""Toggle the macro signal layer on or off.
|
|
|
|
Persists the new state into the active risk_configs row's JSONB config
|
|
and records an audit event with previous state, new state, and operator.
|
|
|
|
The toggle state is read from PostgreSQL at the start of each aggregation
|
|
cycle (no caching), so changes take effect on the next cycle.
|
|
|
|
Requirements: 11.1, 11.5, 11.7
|
|
"""
|
|
# Read current state
|
|
current_row = await pool.fetchrow(
|
|
"""SELECT id, config->>'macro_enabled' AS macro_enabled
|
|
FROM risk_configs
|
|
WHERE active = TRUE
|
|
ORDER BY updated_at DESC
|
|
LIMIT 1""",
|
|
)
|
|
|
|
if current_row is None:
|
|
# No active config exists — create one
|
|
new_config = json.dumps({"macro_enabled": str(body.enabled).lower()})
|
|
current_row = await pool.fetchrow(
|
|
"""INSERT INTO risk_configs (name, trading_mode, config, active)
|
|
VALUES ('default', 'paper', $1::jsonb, TRUE)
|
|
RETURNING id, config->>'macro_enabled' AS macro_enabled""",
|
|
new_config,
|
|
)
|
|
previous_enabled = True # default was enabled
|
|
else:
|
|
prev_val = current_row["macro_enabled"]
|
|
previous_enabled = prev_val.lower() == "true" if prev_val else True
|
|
|
|
config_id = str(current_row["id"])
|
|
|
|
# Update the config JSONB to set macro_enabled
|
|
await pool.execute(
|
|
"""UPDATE risk_configs
|
|
SET config = config || $2::jsonb, updated_at = NOW()
|
|
WHERE id = $1""",
|
|
current_row["id"],
|
|
json.dumps({"macro_enabled": str(body.enabled).lower()}),
|
|
)
|
|
|
|
# Record audit event (Requirement 11.7)
|
|
await record_audit_event(
|
|
pool,
|
|
event_type="macro.layer_toggled",
|
|
entity_type="risk_config",
|
|
entity_id=config_id,
|
|
data={
|
|
"previous_enabled": previous_enabled,
|
|
"new_enabled": body.enabled,
|
|
},
|
|
actor=body.operator,
|
|
)
|
|
|
|
return {
|
|
"macro_enabled": body.enabled,
|
|
"previous_enabled": previous_enabled,
|
|
"toggled_by": body.operator,
|
|
}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Macro Events and Impacts (Requirement 8.1, 8.2, 12.10)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/macro/events")
|
|
async def list_macro_events(
|
|
severity: Optional[str] = None,
|
|
region: Optional[str] = None,
|
|
sector: Optional[str] = None,
|
|
since: Optional[str] = None,
|
|
until: Optional[str] = None,
|
|
limit: int = Query(default=50, le=200),
|
|
offset: int = 0,
|
|
):
|
|
"""List recent global events with filtering by severity, region, sector, date range.
|
|
|
|
Requirements: 8.1
|
|
"""
|
|
conditions: list[str] = []
|
|
params: list[Any] = []
|
|
idx = 1
|
|
|
|
if severity:
|
|
conditions.append(f"ge.severity = ${idx}")
|
|
params.append(severity)
|
|
idx += 1
|
|
if region:
|
|
conditions.append(f"${idx} = ANY(ge.affected_regions)")
|
|
params.append(region)
|
|
idx += 1
|
|
if sector:
|
|
conditions.append(f"${idx} = ANY(ge.affected_sectors)")
|
|
params.append(sector)
|
|
idx += 1
|
|
if since:
|
|
conditions.append(f"ge.created_at >= ${idx}::timestamptz")
|
|
params.append(since)
|
|
idx += 1
|
|
if until:
|
|
conditions.append(f"ge.created_at <= ${idx}::timestamptz")
|
|
params.append(until)
|
|
idx += 1
|
|
|
|
where = ("WHERE " + " AND ".join(conditions)) if conditions else ""
|
|
|
|
rows = await pool.fetch(
|
|
f"""SELECT ge.id, ge.event_types, ge.severity, ge.affected_regions,
|
|
ge.affected_sectors, ge.affected_commodities, ge.summary,
|
|
ge.key_facts, ge.estimated_duration, ge.confidence,
|
|
ge.source_document_id, ge.created_at
|
|
FROM global_events ge
|
|
{where}
|
|
ORDER BY ge.created_at DESC
|
|
LIMIT ${idx} OFFSET ${idx + 1}""",
|
|
*params, limit, offset,
|
|
)
|
|
results = []
|
|
for r in rows:
|
|
d = _row_to_dict(r)
|
|
d["key_facts"] = _parse_jsonb(d.get("key_facts"))
|
|
results.append(d)
|
|
return results
|
|
|
|
|
|
@app.get("/api/macro/events/{event_id}")
|
|
async def get_macro_event(event_id: str):
|
|
"""Event detail with list of affected companies and their macro impact scores.
|
|
|
|
Requirements: 8.2
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""SELECT id, event_types, severity, affected_regions, affected_sectors,
|
|
affected_commodities, summary, key_facts, estimated_duration,
|
|
confidence, source_document_id, model_provider, model_name,
|
|
prompt_version, schema_version, created_at
|
|
FROM global_events WHERE id = $1""",
|
|
event_id,
|
|
)
|
|
if not row:
|
|
raise HTTPException(404, "Global event not found")
|
|
|
|
result = _row_to_dict(row)
|
|
result["key_facts"] = _parse_jsonb(result.get("key_facts"))
|
|
|
|
# Affected companies with macro impact scores
|
|
impacts = await pool.fetch(
|
|
"""SELECT mir.id, mir.company_id, mir.ticker, mir.macro_impact_score,
|
|
mir.impact_direction, mir.contributing_factors, mir.confidence,
|
|
mir.computed_at, c.legal_name, c.sector
|
|
FROM macro_impact_records mir
|
|
JOIN companies c ON c.id = mir.company_id
|
|
WHERE mir.event_id = $1
|
|
ORDER BY mir.macro_impact_score DESC""",
|
|
event_id,
|
|
)
|
|
impact_list = []
|
|
for imp in impacts:
|
|
imp_dict = _row_to_dict(imp)
|
|
imp_dict["contributing_factors"] = _parse_jsonb(imp_dict.get("contributing_factors"))
|
|
impact_list.append(imp_dict)
|
|
result["affected_companies"] = impact_list
|
|
|
|
return result
|
|
|
|
|
|
@app.get("/api/macro/impacts/{ticker}")
|
|
async def get_macro_impacts_for_ticker(
|
|
ticker: str,
|
|
since: Optional[str] = None,
|
|
limit: int = Query(default=50, le=200),
|
|
offset: int = 0,
|
|
):
|
|
"""Macro impacts for a specific company.
|
|
|
|
Requirements: 8.2
|
|
"""
|
|
conditions = ["mir.ticker = $1"]
|
|
params: list[Any] = [ticker.upper()]
|
|
idx = 2
|
|
|
|
if since:
|
|
conditions.append(f"mir.computed_at >= ${idx}::timestamptz")
|
|
params.append(since)
|
|
idx += 1
|
|
|
|
where = " AND ".join(conditions)
|
|
|
|
rows = await pool.fetch(
|
|
f"""SELECT mir.id, mir.event_id, mir.company_id, mir.ticker,
|
|
mir.macro_impact_score, mir.impact_direction,
|
|
mir.contributing_factors, mir.confidence, mir.computed_at,
|
|
ge.summary AS event_summary, ge.severity AS event_severity,
|
|
ge.event_types AS event_types, ge.affected_regions
|
|
FROM macro_impact_records mir
|
|
JOIN global_events ge ON ge.id = mir.event_id
|
|
WHERE {where}
|
|
ORDER BY mir.computed_at DESC
|
|
LIMIT ${idx} OFFSET ${idx + 1}""",
|
|
*params, limit, offset,
|
|
)
|
|
results = []
|
|
for r in rows:
|
|
d = _row_to_dict(r)
|
|
d["contributing_factors"] = _parse_jsonb(d.get("contributing_factors"))
|
|
results.append(d)
|
|
return results
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Trend Projections (Requirement 12.10)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
@app.get("/api/trends/{trend_id}/projection")
|
|
async def get_trend_projection(trend_id: str):
|
|
"""Trend projection for a specific trend window.
|
|
|
|
Requirements: 12.10
|
|
"""
|
|
# Verify trend exists
|
|
trend_row = await pool.fetchrow(
|
|
"SELECT id FROM trend_windows WHERE id = $1", trend_id,
|
|
)
|
|
if not trend_row:
|
|
raise HTTPException(404, "Trend not found")
|
|
|
|
row = await pool.fetchrow(
|
|
"""SELECT id, trend_window_id, projected_direction, projected_strength,
|
|
projected_confidence, projection_horizon, driving_factors,
|
|
macro_contribution_pct, diverges_from_current, computed_at
|
|
FROM trend_projections WHERE trend_window_id = $1
|
|
ORDER BY computed_at DESC LIMIT 1""",
|
|
trend_id,
|
|
)
|
|
if not row:
|
|
return {"trend_window_id": trend_id, "projection": None}
|
|
|
|
d = _row_to_dict(row)
|
|
d["driving_factors"] = _parse_jsonb(d.get("driving_factors"))
|
|
return d
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Competitive Layer Toggle (Requirements 6.1, 6.2, 6.3, 6.4, 6.5, 6.7)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
class CompetitiveToggleBody(BaseModel):
|
|
enabled: bool
|
|
operator: str = "operator"
|
|
|
|
|
|
@app.get("/api/admin/competitive/status")
|
|
async def get_competitive_status():
|
|
"""Return the current competitive signal layer enabled/disabled state.
|
|
|
|
Reads from the active risk_configs row's JSONB config field.
|
|
Requirements: 6.1, 6.5
|
|
"""
|
|
row = await pool.fetchrow(
|
|
"""SELECT config->>'competitive_enabled' AS competitive_enabled
|
|
FROM risk_configs
|
|
WHERE active = TRUE
|
|
ORDER BY updated_at DESC
|
|
LIMIT 1""",
|
|
)
|
|
if row is None or row["competitive_enabled"] is None:
|
|
return {"competitive_enabled": True, "source": "default"}
|
|
return {
|
|
"competitive_enabled": row["competitive_enabled"].lower() == "true",
|
|
"source": "risk_configs",
|
|
}
|
|
|
|
|
|
@app.put("/api/admin/competitive/toggle")
|
|
async def toggle_competitive_layer(body: CompetitiveToggleBody):
|
|
"""Toggle the competitive signal layer on or off.
|
|
|
|
Persists the new state into the active risk_configs row's JSONB config
|
|
and records an audit event with previous state, new state, and operator.
|
|
|
|
Toggle state is read from PostgreSQL at the start of each aggregation
|
|
cycle (no caching), so changes take effect on the next cycle.
|
|
|
|
When disabled, pattern mining remains queryable via API but signal
|
|
propagation is skipped during aggregation. When re-enabled, the engine
|
|
resumes computing signals using latest historical data including
|
|
intelligence ingested while disabled.
|
|
|
|
Requirements: 6.1, 6.2, 6.3, 6.4, 6.5, 6.7
|
|
"""
|
|
# Read current state
|
|
current_row = await pool.fetchrow(
|
|
"""SELECT id, config->>'competitive_enabled' AS competitive_enabled
|
|
FROM risk_configs
|
|
WHERE active = TRUE
|
|
ORDER BY updated_at DESC
|
|
LIMIT 1""",
|
|
)
|
|
|
|
if current_row is None:
|
|
# No active config exists — create one
|
|
new_config = json.dumps({"competitive_enabled": str(body.enabled).lower()})
|
|
current_row = await pool.fetchrow(
|
|
"""INSERT INTO risk_configs (name, trading_mode, config, active)
|
|
VALUES ('default', 'paper', $1::jsonb, TRUE)
|
|
RETURNING id, config->>'competitive_enabled' AS competitive_enabled""",
|
|
new_config,
|
|
)
|
|
previous_enabled = True # default was enabled
|
|
else:
|
|
prev_val = current_row["competitive_enabled"]
|
|
previous_enabled = prev_val.lower() == "true" if prev_val else True
|
|
|
|
config_id = str(current_row["id"])
|
|
|
|
# Update the config JSONB to set competitive_enabled
|
|
await pool.execute(
|
|
"""UPDATE risk_configs
|
|
SET config = config || $2::jsonb, updated_at = NOW()
|
|
WHERE id = $1""",
|
|
current_row["id"],
|
|
json.dumps({"competitive_enabled": str(body.enabled).lower()}),
|
|
)
|
|
|
|
# Record audit event (Requirement 6.7)
|
|
await record_audit_event(
|
|
pool,
|
|
event_type="competitive.layer_toggled",
|
|
entity_type="risk_config",
|
|
entity_id=config_id,
|
|
data={
|
|
"previous_enabled": previous_enabled,
|
|
"new_enabled": body.enabled,
|
|
},
|
|
actor=body.operator,
|
|
)
|
|
|
|
return {
|
|
"competitive_enabled": body.enabled,
|
|
"previous_enabled": previous_enabled,
|
|
"toggled_by": body.operator,
|
|
}
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Historical Pattern & Competitive Signal Query Endpoints
|
|
# (Requirements 10.1, 10.2, 10.3, 10.4, 11.4, 11.6)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
|
|
def _pattern_to_dict(p) -> dict[str, Any]:
|
|
"""Convert a HistoricalPattern dataclass to a JSON-safe dict."""
|
|
d = asdict(p)
|
|
for key, val in d.items():
|
|
if isinstance(val, datetime):
|
|
d[key] = val.isoformat()
|
|
return d
|
|
|
|
|
|
@app.get("/api/patterns/{ticker}")
|
|
async def get_patterns_for_ticker(
|
|
ticker: str,
|
|
catalyst_type: Optional[str] = None,
|
|
time_horizon: Optional[str] = None,
|
|
):
|
|
"""Historical patterns for a company.
|
|
|
|
Filterable by catalyst_type and time_horizon.
|
|
Returns sample_count, outcome distribution, pattern_confidence,
|
|
and date range for each pattern.
|
|
|
|
Requirements: 10.1, 10.3
|
|
"""
|
|
horizons = [time_horizon] if time_horizon else None
|
|
|
|
if catalyst_type:
|
|
patterns = await find_self_patterns(pool, ticker, catalyst_type, horizons=horizons)
|
|
else:
|
|
# Query across all catalyst types present in the company's history
|
|
rows = await pool.fetch(
|
|
"""SELECT DISTINCT di.catalyst_type
|
|
FROM document_impact_records dir
|
|
JOIN document_intelligence di ON di.document_id = dir.document_id
|
|
JOIN documents d ON d.id = dir.document_id
|
|
WHERE dir.ticker = $1
|
|
AND di.validation_status = 'valid'
|
|
AND d.status != 'rejected'
|
|
AND di.catalyst_type IS NOT NULL""",
|
|
ticker,
|
|
)
|
|
patterns = []
|
|
for row in rows:
|
|
ct = row["catalyst_type"]
|
|
patterns.extend(await find_self_patterns(pool, ticker, ct, horizons=horizons))
|
|
|
|
return {
|
|
"ticker": ticker,
|
|
"patterns": [_pattern_to_dict(p) for p in patterns],
|
|
"count": len(patterns),
|
|
}
|
|
|
|
|
|
@app.get("/api/patterns/{ticker}/competitors")
|
|
async def get_competitor_patterns(
|
|
ticker: str,
|
|
catalyst_type: Optional[str] = None,
|
|
time_horizon: Optional[str] = None,
|
|
):
|
|
"""Cross-company patterns showing how this company's catalysts affected competitors.
|
|
|
|
Requirements: 10.2, 10.3
|
|
"""
|
|
horizons = [time_horizon] if time_horizon else None
|
|
|
|
# Find active competitors for this ticker
|
|
comp_rows = await pool.fetch(
|
|
"""SELECT DISTINCT
|
|
CASE WHEN ca.ticker = $1 THEN cb.ticker ELSE ca.ticker END AS competitor_ticker
|
|
FROM competitor_relationships cr
|
|
JOIN companies ca ON ca.id = cr.company_a_id
|
|
JOIN companies cb ON cb.id = cr.company_b_id
|
|
WHERE cr.active = TRUE
|
|
AND (ca.ticker = $1 OR cb.ticker = $1)""",
|
|
ticker,
|
|
)
|
|
|
|
# Determine catalyst types to query
|
|
if catalyst_type:
|
|
catalyst_types = [catalyst_type]
|
|
else:
|
|
ct_rows = await pool.fetch(
|
|
"""SELECT DISTINCT di.catalyst_type
|
|
FROM document_impact_records dir
|
|
JOIN document_intelligence di ON di.document_id = dir.document_id
|
|
JOIN documents d ON d.id = dir.document_id
|
|
WHERE dir.ticker = $1
|
|
AND di.validation_status = 'valid'
|
|
AND d.status != 'rejected'
|
|
AND di.catalyst_type IS NOT NULL""",
|
|
ticker,
|
|
)
|
|
catalyst_types = [r["catalyst_type"] for r in ct_rows]
|
|
|
|
patterns = []
|
|
for comp_row in comp_rows:
|
|
comp_ticker = comp_row["competitor_ticker"]
|
|
for ct in catalyst_types:
|
|
cross = await find_cross_company_patterns(
|
|
pool, ticker, comp_ticker, ct, horizons=horizons,
|
|
)
|
|
patterns.extend(cross)
|
|
|
|
return {
|
|
"ticker": ticker,
|
|
"cross_company_patterns": [_pattern_to_dict(p) for p in patterns],
|
|
"count": len(patterns),
|
|
}
|
|
|
|
|
|
@app.get("/api/patterns/{ticker}/competitive-signals")
|
|
async def get_competitive_signals(ticker: str):
|
|
"""Recent competitive signals targeting this company.
|
|
|
|
Requirements: 10.4
|
|
"""
|
|
rows = await pool.fetch(
|
|
"""SELECT id, source_document_id, source_ticker, target_ticker,
|
|
catalyst_type, pattern_confidence, signal_direction,
|
|
signal_strength, relationship_strength, computed_at
|
|
FROM competitive_signal_records
|
|
WHERE target_ticker = $1
|
|
ORDER BY computed_at DESC
|
|
LIMIT 100""",
|
|
ticker,
|
|
)
|
|
return {
|
|
"ticker": ticker,
|
|
"competitive_signals": [_row_to_dict(r) for r in rows],
|
|
"count": len(rows),
|
|
}
|
|
|
|
|
|
@app.get("/api/patterns/{ticker}/decisions")
|
|
async def get_decision_history(
|
|
ticker: str,
|
|
time_horizon: Optional[str] = None,
|
|
):
|
|
"""Major corporate decision history with trend outcomes and pattern statistics.
|
|
|
|
Queries document_impact_records filtered by MAJOR_DECISION_CATALYSTS,
|
|
joined with trend_windows for outcome data.
|
|
|
|
Requirements: 11.4, 11.6
|
|
"""
|
|
major_types = list(MAJOR_DECISION_CATALYSTS)
|
|
horizons = [time_horizon] if time_horizon else None
|
|
|
|
# Fetch major decision records for this ticker
|
|
rows = await pool.fetch(
|
|
"""SELECT dir.id, dir.document_id, dir.ticker,
|
|
di.catalyst_type, di.summary,
|
|
dir.impact_score, dir.created_at,
|
|
d.published_at
|
|
FROM document_impact_records dir
|
|
JOIN document_intelligence di ON di.document_id = dir.document_id
|
|
JOIN documents d ON d.id = dir.document_id
|
|
WHERE dir.ticker = $1
|
|
AND di.validation_status = 'valid'
|
|
AND d.status != 'rejected'
|
|
AND di.catalyst_type = ANY($2)
|
|
ORDER BY dir.created_at DESC
|
|
LIMIT 50""",
|
|
ticker,
|
|
major_types,
|
|
)
|
|
|
|
decisions = []
|
|
for row in rows:
|
|
decision = _row_to_dict(row)
|
|
|
|
# Fetch pattern statistics for this catalyst type
|
|
ct = row["catalyst_type"]
|
|
patterns = await find_self_patterns(pool, ticker, ct, horizons=horizons)
|
|
decision["pattern_statistics"] = [_pattern_to_dict(p) for p in patterns]
|
|
|
|
decisions.append(decision)
|
|
|
|
return {
|
|
"ticker": ticker,
|
|
"decisions": decisions,
|
|
"count": len(decisions),
|
|
}
|