buda_api 1.0.0 → 1.0.1

data/examples/ai/report_generation_example.rb

@@ -0,0 +1,605 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+# Example: AI-Powered Report Generation
+# This example demonstrates automated report generation with AI analysis
+
+require 'bundler/setup'
+require_relative '../../lib/buda_api'
+
+# Configuration
+API_KEY = ENV['BUDA_API_KEY'] || 'your_api_key_here'
+API_SECRET = ENV['BUDA_API_SECRET'] || 'your_api_secret_here'
+
+class ReportingDashboard
+  def initialize(client, llm_provider = :openai)
+    @client = client
+    @reporter = BudaApi::AI::ReportGenerator.new(client, llm_provider: llm_provider)
+  end
+  
+  def show_main_menu
+    puts "\n📊 AI Report Generation Dashboard"
+    puts "=" * 50
+    puts "1. Portfolio Summary Report"
+    puts "2. Trading Performance Report" 
+    puts "3. Market Analysis Report"
+    puts "4. Custom AI Report"
+    puts "5. Risk Assessment Report"
+    puts "6. Generate All Reports"
+    puts "7. Export Reports"
+    puts "0. Exit"
+    puts "-" * 50
+    print "Select option (0-7): "
+    
+    choice = gets.chomp
+    
+    case choice
+    when '1' then generate_portfolio_summary
+    when '2' then generate_trading_performance
+    when '3' then generate_market_analysis
+    when '4' then generate_custom_report
+    when '5' then generate_risk_assessment
+    when '6' then generate_all_reports
+    when '7' then export_reports_menu
+    when '0' then exit_dashboard
+    else
+      puts "Invalid option. Please try again."
+      show_main_menu
+    end
+  end
+  
+  def generate_portfolio_summary
+    puts "\n💰 Generating Portfolio Summary Report..."
+    puts "-" * 40
+    
+    # Get format preference
+    format = select_report_format
+    
+    report = @reporter.generate_portfolio_summary(
+      format: format,
+      include_ai: true
+    )
+    
+    if report[:type] == :portfolio_summary_report
+      display_portfolio_report(report)
+      @last_report = report
+    else
+      puts "❌ #{report[:error] || report[:message]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def generate_trading_performance
+    puts "\n📈 Generating Trading Performance Report..."
+    puts "-" * 40
+    
+    # Get market selection
+    puts "Select market:"
+    puts "1. All markets (default)"
+    puts "2. BTC-CLP only"
+    puts "3. ETH-CLP only"
+    puts "4. Custom market"
+    print "Choice (1-4): "
+    
+    choice = gets.chomp
+    market_id = case choice
+      when '2' then 'BTC-CLP'
+      when '3' then 'ETH-CLP'
+      when '4'
+        print "Enter market ID: "
+        gets.chomp.upcase
+      else
+        'all'
+    end
+    
+    format = select_report_format
+    
+    report = @reporter.generate_trading_performance(
+      market_id,
+      format: format,
+      limit: 50,
+      include_ai: true
+    )
+    
+    if report[:type] == :trading_performance_report
+      display_trading_report(report)
+      @last_report = report
+    else
+      puts "❌ #{report[:error] || report[:message]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def generate_market_analysis
+    puts "\n📊 Generating Market Analysis Report..."
+    puts "-" * 40
+    
+    markets = BudaApi::Constants::Market::MAJOR
+    format = select_report_format
+    
+    report = @reporter.generate_market_analysis(
+      markets,
+      format: format,
+      include_ai: true
+    )
+    
+    if report[:type] == :market_analysis_report
+      display_market_report(report)
+      @last_report = report
+    else
+      puts "❌ #{report[:error] || report[:message]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def generate_custom_report
+    puts "\n🧠 Custom AI Report Generation"
+    puts "-" * 40
+    
+    puts "What would you like me to analyze and report on?"
+    puts "Example prompts:"
+    puts "• 'Analyze my portfolio diversification and suggest improvements'"
+    puts "• 'Compare Bitcoin and Ethereum performance this week'"
+    puts "• 'Generate investment recommendations for Chilean market'"
+    puts "• 'Assess current market volatility and risks'"
+    puts
+    print "Your custom prompt: "
+    
+    prompt = gets.chomp
+    
+    if prompt.strip.empty?
+      puts "❌ Please provide a prompt for the custom report"
+      return generate_custom_report
+    end
+    
+    # Select data sources
+    puts "\nWhat data should I include?"
+    puts "1. Portfolio only"
+    puts "2. Market data only" 
+    puts "3. Trading history only"
+    puts "4. All available data (default)"
+    print "Choice (1-4): "
+    
+    choice = gets.chomp
+    data_sources = case choice
+      when '1' then [:portfolio]
+      when '2' then [:market]
+      when '3' then [:trades]
+      else [:portfolio, :market, :trades]
+    end
+    
+    format = select_report_format
+    
+    puts "\n🤖 Generating custom analysis..."
+    
+    report = @reporter.generate_custom_report(
+      prompt,
+      data_sources,
+      format: format
+    )
+    
+    if report[:type] == :custom_report
+      display_custom_report(report)
+      @last_report = report
+    else
+      puts "❌ #{report[:error] || report[:message]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def generate_risk_assessment
+    puts "\n⚠️ Generating Risk Assessment Report..."
+    puts "-" * 40
+    
+    # Use risk manager for comprehensive risk analysis
+    risk_manager = BudaApi::AI::RiskManager.new(@client)
+    
+    risk_analysis = risk_manager.analyze_portfolio_risk(include_ai_insights: true)
+    
+    if risk_analysis[:type] == :portfolio_risk_analysis
+      display_risk_report(risk_analysis)
+      
+      # Convert to report format
+      @last_report = {
+        type: :risk_assessment_report,
+        format: "text",
+        data: risk_analysis,
+        timestamp: Time.now
+      }
+    else
+      puts "❌ #{risk_analysis[:error] || risk_analysis[:message]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def generate_all_reports
+    puts "\n📋 Generating Complete Report Suite..."
+    puts "=" * 50
+    
+    reports = {}
+    
+    # Generate each report type
+    report_types = [
+      { name: "Portfolio Summary", method: :generate_portfolio_summary_silent },
+      { name: "Trading Performance", method: :generate_trading_performance_silent },
+      { name: "Market Analysis", method: :generate_market_analysis_silent }
+    ]
+    
+    report_types.each do |report_type|
+      puts "📊 Generating #{report_type[:name]}..."
+      
+      begin
+        report = send(report_type[:method])
+        reports[report_type[:name]] = report
+        puts "   ✅ Complete"
+      rescue => e
+        puts "   ❌ Failed: #{e.message}"
+      end
+    end
+    
+    # Display summary
+    puts "\n📋 Report Generation Summary"
+    puts "-" * 30
+    
+    reports.each do |name, report|
+      status = report && report[:formatted_content] ? "✅" : "❌"
+      puts "#{status} #{name}"
+    end
+    
+    # Save all reports
+    if reports.any?
+      puts "\n💾 Saving reports to files..."
+      save_all_reports(reports)
+    end
+    
+    pause_and_return
+  end
+  
+  def export_reports_menu
+    unless @last_report
+      puts "❌ No report available to export. Generate a report first."
+      return pause_and_return
+    end
+    
+    puts "\n💾 Export Report"
+    puts "-" * 20
+    puts "Current report: #{@last_report[:type]}"
+    puts "Current format: #{@last_report[:format]}"
+    puts
+    puts "Export options:"
+    puts "1. Save current format"
+    puts "2. Export as Markdown"
+    puts "3. Export as HTML"
+    puts "4. Export as JSON"
+    puts "5. Export as CSV"
+    print "Choice (1-5): "
+    
+    choice = gets.chomp
+    
+    export_format = case choice
+      when '2' then 'markdown'
+      when '3' then 'html'
+      when '4' then 'json'
+      when '5' then 'csv'
+      else @last_report[:format]
+    end
+    
+    # Generate filename
+    timestamp = Time.now.strftime("%Y%m%d_%H%M%S")
+    report_type = @last_report[:type].to_s.gsub('_report', '').gsub('_', '-')
+    extension = get_file_extension(export_format)
+    filename = "buda-#{report_type}-#{timestamp}.#{extension}"
+    
+    # Export report
+    export_result = @reporter.export_report(@last_report, filename)
+    
+    if export_result[:type] == :export_success
+      puts "✅ Report exported successfully!"
+      puts "   File: #{export_result[:filename]}"
+      puts "   Size: #{export_result[:size]} bytes"
+      puts "   Format: #{export_result[:format]}"
+    else
+      puts "❌ Export failed: #{export_result[:error]}"
+    end
+    
+    pause_and_return
+  end
+  
+  def exit_dashboard
+    puts "\n👋 Goodbye! Happy trading!"
+    exit
+  end
+  
+  private
+  
+  def select_report_format
+    puts "\nSelect report format:"
+    puts "1. Markdown (default)"
+    puts "2. Plain text"
+    puts "3. HTML"
+    puts "4. JSON"
+    print "Choice (1-4): "
+    
+    choice = gets.chomp
+    
+    case choice
+    when '2' then 'text'
+    when '3' then 'html'
+    when '4' then 'json'
+    else 'markdown'
+    end
+  end
+  
+  def display_portfolio_report(report)
+    puts "\n💰 Portfolio Summary Report"
+    puts "=" * 40
+    puts "Generated: #{report[:data][:generated_at]}"
+    
+    if report[:data][:summary]
+      summary = report[:data][:summary]
+      puts "Total Value: #{summary[:total_value].round(2)} CLP"
+      puts "Assets: #{summary[:asset_count]}"
+      puts "24h Change: #{summary[:total_change_24h].round(2)}%" if summary[:total_change_24h]
+      puts "Top Holding: #{summary[:top_holding]}" if summary[:top_holding]
+    end
+    
+    # Show formatted content (first 500 chars)
+    if report[:formatted_content]
+      puts "\nReport Preview:"
+      puts "-" * 20
+      content_preview = report[:formatted_content][0, 500]
+      content_preview += "..." if report[:formatted_content].length > 500
+      puts content_preview
+    end
+  end
+  
+  def display_trading_report(report)
+    puts "\n📈 Trading Performance Report"  
+    puts "=" * 40
+    puts "Generated: #{report[:data][:generated_at]}"
+    puts "Market: #{report[:data][:market_id]}"
+    
+    if report[:data][:performance]
+      perf = report[:data][:performance]
+      puts "Total Trades: #{perf[:total_trades]}"
+      puts "Win Rate: #{perf[:win_rate].round(1)}%"
+      puts "Total Volume: #{perf[:total_volume].round(2)} CLP"
+      puts "Total Fees: #{perf[:total_fees].round(2)} CLP"
+    end
+    
+    # Show AI insights if available
+    if report[:data][:ai_insights]
+      puts "\n🧠 AI Insights:"
+      puts report[:data][:ai_insights][:content]
+    end
+  end
+  
+  def display_market_report(report)
+    puts "\n📊 Market Analysis Report"
+    puts "=" * 40
+    puts "Generated: #{report[:data][:generated_at]}"
+    puts "Markets: #{report[:data][:markets_analyzed]}"
+    
+    if report[:data][:summary]
+      summary = report[:data][:summary]
+      puts "Markets Up: #{summary[:markets_up]}"
+      puts "Markets Down: #{summary[:markets_down]}"
+      puts "Sentiment: #{summary[:market_sentiment]}"
+    end
+    
+    if report[:data][:ai_insights]
+      puts "\n🧠 AI Market Insights:"
+      puts report[:data][:ai_insights][:content]
+    end
+  end
+  
+  def display_custom_report(report)
+    puts "\n🧠 Custom AI Report"
+    puts "=" * 40
+    puts "Generated: #{report[:data][:generated_at]}"
+    puts "Prompt: #{report[:data][:prompt]}"
+    puts "Data Sources: #{report[:data][:data_sources].join(', ')}"
+    
+    if report[:data][:ai_analysis]
+      puts "\n📋 AI Analysis:"
+      puts report[:data][:ai_analysis][:content]
+    end
+  end
+  
+  def display_risk_report(risk_analysis)
+    puts "\n⚠️ Portfolio Risk Assessment"
+    puts "=" * 40
+    puts "Generated: #{risk_analysis[:timestamp]}"
+    puts "Portfolio Value: #{risk_analysis[:portfolio_value].round(2)} CLP"
+    puts "Risk Level: #{risk_analysis[:overall_risk][:color]} #{risk_analysis[:overall_risk][:level]}"
+    puts "Risk Score: #{risk_analysis[:overall_risk][:score].round(1)}/5.0"
+    
+    if risk_analysis[:recommendations].any?
+      puts "\nRecommendations:"
+      risk_analysis[:recommendations].each do |rec|
+        puts "• #{rec[:message]}"
+      end
+    end
+    
+    if risk_analysis[:ai_insights]
+      puts "\n🧠 AI Risk Insights:"
+      puts risk_analysis[:ai_insights][:analysis]
+    end
+  end
+  
+  def generate_portfolio_summary_silent
+    @reporter.generate_portfolio_summary(format: "markdown", include_ai: true)
+  end
+  
+  def generate_trading_performance_silent  
+    @reporter.generate_trading_performance('all', format: "markdown", include_ai: true)
+  end
+  
+  def generate_market_analysis_silent
+    @reporter.generate_market_analysis(BudaApi::Constants::Market::MAJOR, format: "markdown", include_ai: true)
+  end
+  
+  def save_all_reports(reports)
+    timestamp = Time.now.strftime("%Y%m%d_%H%M%S")
+    
+    reports.each do |name, report|
+      next unless report && report[:formatted_content]
+      
+      filename = "buda-#{name.downcase.gsub(' ', '-')}-#{timestamp}.md"
+      File.write(filename, report[:formatted_content])
+      puts "   💾 #{filename}"
+    end
+    
+    puts "✅ All reports saved successfully!"
+  end
+  
+  def get_file_extension(format)
+    case format
+    when 'markdown' then 'md'
+    when 'html' then 'html'
+    when 'json' then 'json'
+    when 'csv' then 'csv'
+    else 'txt'
+    end
+  end
+  
+  def pause_and_return
+    puts "\nPress Enter to return to main menu..."
+    gets
+    show_main_menu
+  end
+end
+
+def main
+  puts "📊 AI Report Generation System"
+  puts "=" * 50
+  
+  unless BudaApi.ai_available?
+    puts "❌ AI features not available. Install ruby_llm gem first."
+    return
+  end
+  
+  # Initialize client and dashboard
+  client = BudaApi::AuthenticatedClient.new(
+    api_key: API_KEY,
+    api_secret: API_SECRET,
+    sandbox: true
+  )
+  
+  dashboard = ReportingDashboard.new(client, :openai)
+  dashboard.show_main_menu
+  
+rescue BudaApi::ApiError => e
+  puts "❌ API Error: #{e.message}"
+rescue => e
+  puts "❌ Error: #{e.message}"
+  puts e.backtrace.first(3).join("\n") if ENV['DEBUG']
+end
+
+def demo_reports
+  puts "\n🎭 Demo Report Generation"
+  puts "=" * 50
+  
+  # Generate sample reports with mock data
+  reports = {
+    "Portfolio Summary" => generate_demo_portfolio_report,
+    "Market Analysis" => generate_demo_market_report,
+    "Trading Performance" => generate_demo_trading_report
+  }
+  
+  reports.each do |name, content|
+    filename = "demo-#{name.downcase.gsub(' ', '-')}.md"
+    File.write(filename, content)
+    puts "📄 Generated: #{filename}"
+  end
+  
+  puts "\n✅ Demo reports generated successfully!"
+  puts "These reports show the format and structure of AI-generated content."
+end
+
+def generate_demo_portfolio_report
+  """# Portfolio Summary Report
+*Generated: #{Time.now}*
+
+## Overview
+- **Total Portfolio Value:** 2,500,000 CLP
+- **Number of Assets:** 4
+- **24h Change:** +3.2% (+80,000 CLP)
+
+## Holdings
+| Asset | Amount | Value (CLP) | Allocation |
+|-------|---------|-------------|------------|
+| BTC | 0.0125 | 1,250,000 | 50.0% |
+| ETH | 0.75 | 750,000 | 30.0% |
+| CLP | 400,000 | 400,000 | 16.0% |
+| USDC | 100 | 100,000 | 4.0% |
+
+## Market Performance
+| Market | Price | 24h Change | Volume |
+|--------|-------|------------|--------|
+| BTC-CLP | 100,000,000 | +2.5% | 15,000,000 |
+| ETH-CLP | 1,000,000 | +4.1% | 8,500,000 |
+
+## AI Analysis
+Your portfolio shows strong performance with a healthy 3.2% gain over 24 hours. The 50% Bitcoin allocation provides good stability, while the 30% Ethereum position offers growth potential. Consider reducing the high concentration in BTC by diversifying into other cryptocurrencies. The 16% CLP position provides good liquidity for opportunities. Overall risk level is moderate with good upside potential in the current market conditions.
+"""
+end
+
+def generate_demo_market_report
+  """# Market Analysis Report
+*Generated: #{Time.now}*
+
+## Market Overview
+- **Markets Analyzed:** 5
+- **Overall Sentiment:** Bullish
+- **Markets Up:** 4
+- **Markets Down:** 1
+
+## Performance Summary
+| Market | Current Price | 24h Change | Volume | Status |
+|--------|---------------|------------|---------|---------|
+| BTC-CLP | 100,000,000 | +2.5% | 15M | 🟢 Strong |
+| ETH-CLP | 1,000,000 | +4.1% | 8.5M | 🟢 Very Strong |
+| LTC-CLP | 150,000 | +1.8% | 2.1M | 🟢 Moderate |
+| BCH-CLP | 500,000 | -0.5% | 1.8M | 🔴 Weak |
+
+## AI Market Insights
+The Chilean cryptocurrency market is showing strong bullish momentum with 80% of major pairs posting gains. Bitcoin's 2.5% increase demonstrates solid institutional confidence, while Ethereum's 4.1% surge indicates strong DeFi activity. Trading volumes are above average, suggesting healthy market participation. The slight weakness in Bitcoin Cash appears to be profit-taking rather than fundamental concerns. Recommend maintaining long positions with trailing stops to capture continued upside while protecting against potential reversals.
+"""
+end
+
+def generate_demo_trading_report
+  """# Trading Performance Report
+*Generated: #{Time.now}*
+
+## Performance Summary
+- **Total Trades:** 25
+- **Winning Trades:** 16 (64%)
+- **Total Volume:** 12,500,000 CLP
+- **Total Fees:** 25,000 CLP
+- **Net P&L:** +125,000 CLP (+1.0%)
+
+## Trading Breakdown
+| Market | Trades | Win Rate | Volume | P&L |
+|---------|---------|----------|---------|------|
+| BTC-CLP | 15 | 67% | 8,000,000 | +85,000 |
+| ETH-CLP | 8 | 63% | 3,500,000 | +35,000 |
+| LTC-CLP | 2 | 50% | 1,000,000 | +5,000 |
+
+## AI Trading Insights
+Your trading performance shows solid discipline with a 64% win rate and positive returns. The focus on BTC-CLP demonstrates good market selection, with your best performance coming from the most liquid market. Consider reducing position sizes on lower-volume markets like LTC-CLP to minimize slippage impact. The fee ratio of 0.2% is reasonable but could be optimized by using more limit orders instead of market orders. Overall strategy appears sound with room for improvement in risk management and position sizing.
+"""
+end
+
+if __FILE__ == $0
+  if ARGV.include?('--demo')
+    demo_reports
+  else
+    main
+  end
+end