@drico2008/fincli 0.1.3 → 0.2.2

package/fincli/app/research/prompt_builder.py

@@ -0,0 +1,47 @@
+"""Prompt builder for deep research mode."""
+
+from __future__ import annotations
+
+from fincli.app.research.models import ResearchBrief
+
+
+RESEARCH_WORKSPACE_PROMPT = """
+You are FinCLI Research Workspace.
+
+Rules:
+- Build a concise investment/trading research note from the provided data only.
+- Do not invent price, news, fundamentals, or certainty.
+- Do not copy the opening summary as the final summary.
+- Prioritize decision-useful points over long explanation.
+- Separate facts, interpretation, and risk.
+- Keep output short: max 8 bullets plus final summary.
+- Use slash-command context correctly: FinCLI commands start with "/", not "fincli".
+- This is educational market research, not financial advice.
+""".strip()
+
+
+def build_research_prompt(brief: ResearchBrief) -> str:
+    overview = brief.overview
+    news = "\n".join(f"- {item.title} ({item.source}) {item.summary}" for item in overview.news) or "- No news."
+    fundamentals = overview.fundamentals
+    fundamentals_text = (
+        "No fundamentals."
+        if fundamentals is None
+        else (
+            f"market_cap={fundamentals.market_cap}; pe={fundamentals.pe_ratio}; eps={fundamentals.eps}; "
+            f"revenue={fundamentals.revenue}; sector={fundamentals.sector}; industry={fundamentals.industry}"
+        )
+    )
+    return (
+        f"{RESEARCH_WORKSPACE_PROMPT}\n\n"
+        f"Symbol: {brief.symbol}\n"
+        f"Mode: {brief.mode}\n"
+        f"Quote: {overview.quote.price} {overview.quote.currency} via {overview.quote.provider} ({overview.quote.status})\n"
+        f"Data Quality: {overview.data_quality.score}/100; OHLCV={overview.data_quality.ohlcv}; News={overview.data_quality.news}; Fundamentals={overview.data_quality.fundamentals}\n"
+        f"Technical: trend={overview.technical.trend_bias}; rsi={overview.technical.rsi}; macd={overview.technical.macd}; support={overview.technical.support}; resistance={overview.technical.resistance}; atr={overview.technical.atr}\n"
+        f"Structure: trend={overview.structure.trend}; pattern={overview.structure.latest_pattern}; bos={overview.structure.break_of_structure}; choch={overview.structure.change_of_character}\n"
+        f"Decision Points:\n{chr(10).join(f'- {point}' for point in brief.decision_points)}\n"
+        f"Risks:\n{chr(10).join(f'- {risk}' for risk in brief.risks)}\n"
+        f"News:\n{news}\n"
+        f"Fundamentals: {fundamentals_text}\n"
+    )

package/fincli/app/services/macro_data.py

@@ -0,0 +1,50 @@
+"""Macro data service with offline-first fallback rows."""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import date
+
+
+@dataclass(frozen=True, slots=True)
+class MacroIndicator:
+    name: str
+    region: str
+    value: str
+    period: str
+    source: str
+    note: str
+
+
+class MacroDataService:
+    """Return macro context from free fallback datasets.
+
+    v0.2.2 keeps this deterministic/offline so /macro remains usable without API keys.
+    Provider-backed DBnomics/FRED/World Bank adapters can hydrate this shape later.
+    """
+
+    def indicators(self, query: str = "") -> list[MacroIndicator]:
+        normalized = query.strip().lower()
+        rows = _fallback_rows()
+        if not normalized:
+            return rows
+        filtered = [
+            row
+            for row in rows
+            if normalized in row.region.lower()
+            or normalized in row.name.lower()
+            or normalized in row.note.lower()
+        ]
+        return filtered or rows[:5]
+
+
+def _fallback_rows() -> list[MacroIndicator]:
+    period = date.today().strftime("%Y")
+    return [
+        MacroIndicator("Policy Rate", "United States", "provider required", period, "Fallback", "Watch FRED/Fed data for rate path."),
+        MacroIndicator("Inflation", "United States", "provider required", period, "Fallback", "CPI trend drives USD, yields, and risk assets."),
+        MacroIndicator("GDP Growth", "World", "provider required", period, "Fallback", "Use World Bank/IMF for actual country values."),
+        MacroIndicator("Policy Rate", "Indonesia", "provider required", period, "Fallback", "BI rate, USD strength, and capital flow affect IDR."),
+        MacroIndicator("Inflation", "Indonesia", "provider required", period, "Fallback", "Inflation surprise can affect BI policy expectations."),
+        MacroIndicator("PMI", "Euro Area", "provider required", period, "Fallback", "Growth momentum proxy for EUR and European equities."),
+    ]

package/fincli/app/services/market_data.py

@@ -1,203 +1,203 @@
-"""Market data service with provider fallback chain."""
-
-from __future__ import annotations
-
-import asyncio
-from concurrent.futures import ThreadPoolExecutor
-from dataclasses import asdict
-from datetime import datetime
-from typing import Any, Awaitable
-
-from fincli.app.providers.market.base import BaseMarketProvider, Candle, FundamentalSnapshot, NewsItem, ProviderStatus, Quote
-from fincli.app.storage.market_cache import MarketCache
-from fincli.app.utils.errors import ProviderError
-
-
-class MarketDataService:
-    """Fetch market data through a prioritized provider chain."""
-
-    def __init__(
-        self,
-        providers: list[BaseMarketProvider],
-        cache: MarketCache | None = None,
-        cache_ttl_seconds: int = 300,
-    ) -> None:
-        if not providers:
-            raise ProviderError("MarketDataService membutuhkan minimal satu provider.")
-        self.providers = providers
-        self.cache = cache
-        self.cache_ttl_seconds = cache_ttl_seconds
-        self.last_errors: list[str] = []
-
-    @property
-    def primary_provider(self) -> BaseMarketProvider:
-        return self.providers[0]
-
-    async def quote(self, symbol: str) -> Quote:
-        cache_key = self._cache_key(symbol)
-        cached = self._cache_get("quote", cache_key)
-        if isinstance(cached, dict):
-            return _quote_from_payload(cached)
-        quote = await self._with_fallback("quote", symbol)
-        self._cache_set("quote", cache_key, _quote_to_payload(quote))
-        return quote
-
-    async def history(self, symbol: str, period: str = "6mo", interval: str = "1d") -> list[Candle]:
-        cache_key = self._cache_key(symbol, period, interval)
-        cached = self._cache_get("history", cache_key)
-        if isinstance(cached, list):
-            return [_candle_from_payload(item) for item in cached if isinstance(item, dict)]
-        candles = await self._with_fallback("history", symbol, period, interval)
-        if candles:
-            self._cache_set("history", cache_key, [_candle_to_payload(candle) for candle in candles])
-        return candles
-
-    async def news(self, symbol: str, limit: int = 5) -> list[NewsItem]:
-        cache_key = self._cache_key(symbol, str(limit))
-        cached = self._cache_get("news", cache_key)
-        if isinstance(cached, list):
-            return [_news_from_payload(item) for item in cached if isinstance(item, dict)]
-        items = await self._with_fallback("news", symbol, limit)
-        self._cache_set("news", cache_key, [_news_to_payload(item) for item in items])
-        return items
-
-    async def fundamentals(self, symbol: str) -> FundamentalSnapshot:
-        cache_key = self._cache_key(symbol)
-        cached = self._cache_get("fundamentals", cache_key)
-        if isinstance(cached, dict):
-            return _fundamentals_from_payload(cached)
-        snapshot = await self._with_fallback("fundamentals", symbol)
-        self._cache_set("fundamentals", cache_key, _fundamentals_to_payload(snapshot))
-        return snapshot
-
-    async def status(self) -> ProviderStatus:
-        provider = self.primary_provider
-        try:
-            return await provider.status()
-        except Exception as exc:  # noqa: BLE001
-            return ProviderStatus(
-                name=getattr(provider, "name", "unknown"),
-                realtime=False,
-                status="unavailable",
-                message=str(exc),
-            )
-
-    async def _with_fallback(self, method_name: str, *args: object) -> Any:
-        errors: list[str] = []
-        for provider in self.providers:
-            try:
-                method = getattr(provider, method_name)
-                return await method(*args)
-            except Exception as exc:  # noqa: BLE001
-                errors.append(f"{getattr(provider, 'name', 'unknown')}: {exc}")
-        self.last_errors = errors
-        raise ProviderError(
-            f"Semua provider gagal untuk {method_name}.",
-            "\n".join(errors),
-        )
-
-    def _cache_key(self, symbol: str, *parts: object) -> str:
-        provider_chain = ",".join(provider.name for provider in self.providers)
-        normalized = [symbol.upper(), *(str(part).lower() for part in parts), f"providers={provider_chain}"]
-        return "|".join(normalized)
-
-    def _cache_get(self, namespace: str, cache_key: str) -> dict[str, Any] | list[Any] | None:
-        if self.cache is None:
-            return None
-        return self.cache.get(namespace, cache_key)
-
-    def _cache_set(self, namespace: str, cache_key: str, payload: dict[str, Any] | list[Any]) -> None:
-        if self.cache is None:
-            return
-        self.cache.set(namespace, cache_key, payload, self.cache_ttl_seconds)
-
-    def run(self, awaitable: Awaitable[Any]) -> Any:
-        try:
-            asyncio.get_running_loop()
-        except RuntimeError:
-            return asyncio.run(awaitable)
-        with ThreadPoolExecutor(max_workers=1) as executor:
-            future = executor.submit(asyncio.run, awaitable)
-            return future.result()
-
-
-def _quote_to_payload(quote: Quote) -> dict[str, Any]:
-    payload = asdict(quote)
-    payload["timestamp"] = quote.timestamp.isoformat()
-    return payload
-
-
-def _quote_from_payload(payload: dict[str, Any]) -> Quote:
-    return Quote(
-        symbol=str(payload["symbol"]),
-        price=None if payload.get("price") is None else float(payload["price"]),
-        currency=str(payload.get("currency", "USD")),
-        provider=str(payload.get("provider", "cache")),
-        timestamp=_parse_datetime(payload.get("timestamp")),
-        status=str(payload.get("status", "cached")),
-    )
-
-
-def _candle_to_payload(candle: Candle) -> dict[str, Any]:
-    payload = asdict(candle)
-    payload["timestamp"] = candle.timestamp.isoformat()
-    return payload
-
-
-def _candle_from_payload(payload: dict[str, Any]) -> Candle:
-    return Candle(
-        timestamp=_parse_datetime(payload.get("timestamp")),
-        open=float(payload["open"]),
-        high=float(payload["high"]),
-        low=float(payload["low"]),
-        close=float(payload["close"]),
-        volume=float(payload.get("volume", 0)),
-    )
-
-
-def _news_to_payload(item: NewsItem) -> dict[str, Any]:
-    payload = asdict(item)
-    payload["published_at"] = item.published_at.isoformat() if item.published_at else None
-    return payload
-
-
-def _news_from_payload(payload: dict[str, Any]) -> NewsItem:
-    published_at = payload.get("published_at")
-    return NewsItem(
-        title=str(payload.get("title", "")),
-        source=str(payload.get("source", "")),
-        url=None if payload.get("url") is None else str(payload.get("url")),
-        published_at=None if published_at is None else _parse_datetime(published_at),
-        summary=str(payload.get("summary", "")),
-    )
-
-
-def _fundamentals_to_payload(snapshot: FundamentalSnapshot) -> dict[str, Any]:
-    return asdict(snapshot)
-
-
-def _fundamentals_from_payload(payload: dict[str, Any]) -> FundamentalSnapshot:
-    return FundamentalSnapshot(
-        symbol=str(payload["symbol"]),
-        provider=str(payload.get("provider", "cache")),
-        currency=str(payload.get("currency", "USD")),
-        market_cap=_optional_float(payload.get("market_cap")),
-        pe_ratio=_optional_float(payload.get("pe_ratio")),
-        eps=_optional_float(payload.get("eps")),
-        revenue=_optional_float(payload.get("revenue")),
-        beta=_optional_float(payload.get("beta")),
-        sector=None if payload.get("sector") is None else str(payload.get("sector")),
-        industry=None if payload.get("industry") is None else str(payload.get("industry")),
-    )
-
-
-def _parse_datetime(value: object) -> datetime:
-    if isinstance(value, datetime):
-        return value
-    return datetime.fromisoformat(str(value))
-
-
-def _optional_float(value: object) -> float | None:
-    if value is None:
-        return None
-    return float(value)
+"""Market data service with provider fallback chain."""
+
+from __future__ import annotations
+
+import asyncio
+from concurrent.futures import ThreadPoolExecutor
+from dataclasses import asdict
+from datetime import datetime
+from typing import Any, Awaitable
+
+from fincli.app.providers.market.base import BaseMarketProvider, Candle, FundamentalSnapshot, NewsItem, ProviderStatus, Quote
+from fincli.app.storage.market_cache import MarketCache
+from fincli.app.utils.errors import ProviderError
+
+
+class MarketDataService:
+    """Fetch market data through a prioritized provider chain."""
+
+    def __init__(
+        self,
+        providers: list[BaseMarketProvider],
+        cache: MarketCache | None = None,
+        cache_ttl_seconds: int = 300,
+    ) -> None:
+        if not providers:
+            raise ProviderError("MarketDataService membutuhkan minimal satu provider.")
+        self.providers = providers
+        self.cache = cache
+        self.cache_ttl_seconds = cache_ttl_seconds
+        self.last_errors: list[str] = []
+
+    @property
+    def primary_provider(self) -> BaseMarketProvider:
+        return self.providers[0]
+
+    async def quote(self, symbol: str) -> Quote:
+        cache_key = self._cache_key(symbol)
+        cached = self._cache_get("quote", cache_key)
+        if isinstance(cached, dict):
+            return _quote_from_payload(cached)
+        quote = await self._with_fallback("quote", symbol)
+        self._cache_set("quote", cache_key, _quote_to_payload(quote))
+        return quote
+
+    async def history(self, symbol: str, period: str = "6mo", interval: str = "1d") -> list[Candle]:
+        cache_key = self._cache_key(symbol, period, interval)
+        cached = self._cache_get("history", cache_key)
+        if isinstance(cached, list):
+            return [_candle_from_payload(item) for item in cached if isinstance(item, dict)]
+        candles = await self._with_fallback("history", symbol, period, interval)
+        if candles:
+            self._cache_set("history", cache_key, [_candle_to_payload(candle) for candle in candles])
+        return candles
+
+    async def news(self, symbol: str, limit: int = 5) -> list[NewsItem]:
+        cache_key = self._cache_key(symbol, str(limit))
+        cached = self._cache_get("news", cache_key)
+        if isinstance(cached, list):
+            return [_news_from_payload(item) for item in cached if isinstance(item, dict)]
+        items = await self._with_fallback("news", symbol, limit)
+        self._cache_set("news", cache_key, [_news_to_payload(item) for item in items])
+        return items
+
+    async def fundamentals(self, symbol: str) -> FundamentalSnapshot:
+        cache_key = self._cache_key(symbol)
+        cached = self._cache_get("fundamentals", cache_key)
+        if isinstance(cached, dict):
+            return _fundamentals_from_payload(cached)
+        snapshot = await self._with_fallback("fundamentals", symbol)
+        self._cache_set("fundamentals", cache_key, _fundamentals_to_payload(snapshot))
+        return snapshot
+
+    async def status(self) -> ProviderStatus:
+        provider = self.primary_provider
+        try:
+            return await provider.status()
+        except Exception as exc:  # noqa: BLE001
+            return ProviderStatus(
+                name=getattr(provider, "name", "unknown"),
+                realtime=False,
+                status="unavailable",
+                message=str(exc),
+            )
+
+    async def _with_fallback(self, method_name: str, *args: object) -> Any:
+        errors: list[str] = []
+        for provider in self.providers:
+            try:
+                method = getattr(provider, method_name)
+                return await method(*args)
+            except Exception as exc:  # noqa: BLE001
+                errors.append(f"{getattr(provider, 'name', 'unknown')}: {exc}")
+        self.last_errors = errors
+        raise ProviderError(
+            f"Semua provider gagal untuk {method_name}.",
+            "\n".join(errors),
+        )
+
+    def _cache_key(self, symbol: str, *parts: object) -> str:
+        provider_chain = ",".join(provider.name for provider in self.providers)
+        normalized = [symbol.upper(), *(str(part).lower() for part in parts), f"providers={provider_chain}"]
+        return "|".join(normalized)
+
+    def _cache_get(self, namespace: str, cache_key: str) -> dict[str, Any] | list[Any] | None:
+        if self.cache is None:
+            return None
+        return self.cache.get(namespace, cache_key)
+
+    def _cache_set(self, namespace: str, cache_key: str, payload: dict[str, Any] | list[Any]) -> None:
+        if self.cache is None:
+            return
+        self.cache.set(namespace, cache_key, payload, self.cache_ttl_seconds)
+
+    def run(self, awaitable: Awaitable[Any]) -> Any:
+        try:
+            asyncio.get_running_loop()
+        except RuntimeError:
+            return asyncio.run(awaitable)
+        with ThreadPoolExecutor(max_workers=1) as executor:
+            future = executor.submit(asyncio.run, awaitable)
+            return future.result()
+
+
+def _quote_to_payload(quote: Quote) -> dict[str, Any]:
+    payload = asdict(quote)
+    payload["timestamp"] = quote.timestamp.isoformat()
+    return payload
+
+
+def _quote_from_payload(payload: dict[str, Any]) -> Quote:
+    return Quote(
+        symbol=str(payload["symbol"]),
+        price=None if payload.get("price") is None else float(payload["price"]),
+        currency=str(payload.get("currency", "USD")),
+        provider=str(payload.get("provider", "cache")),
+        timestamp=_parse_datetime(payload.get("timestamp")),
+        status=str(payload.get("status", "cached")),
+    )
+
+
+def _candle_to_payload(candle: Candle) -> dict[str, Any]:
+    payload = asdict(candle)
+    payload["timestamp"] = candle.timestamp.isoformat()
+    return payload
+
+
+def _candle_from_payload(payload: dict[str, Any]) -> Candle:
+    return Candle(
+        timestamp=_parse_datetime(payload.get("timestamp")),
+        open=float(payload["open"]),
+        high=float(payload["high"]),
+        low=float(payload["low"]),
+        close=float(payload["close"]),
+        volume=float(payload.get("volume", 0)),
+    )
+
+
+def _news_to_payload(item: NewsItem) -> dict[str, Any]:
+    payload = asdict(item)
+    payload["published_at"] = item.published_at.isoformat() if item.published_at else None
+    return payload
+
+
+def _news_from_payload(payload: dict[str, Any]) -> NewsItem:
+    published_at = payload.get("published_at")
+    return NewsItem(
+        title=str(payload.get("title", "")),
+        source=str(payload.get("source", "")),
+        url=None if payload.get("url") is None else str(payload.get("url")),
+        published_at=None if published_at is None else _parse_datetime(published_at),
+        summary=str(payload.get("summary", "")),
+    )
+
+
+def _fundamentals_to_payload(snapshot: FundamentalSnapshot) -> dict[str, Any]:
+    return asdict(snapshot)
+
+
+def _fundamentals_from_payload(payload: dict[str, Any]) -> FundamentalSnapshot:
+    return FundamentalSnapshot(
+        symbol=str(payload["symbol"]),
+        provider=str(payload.get("provider", "cache")),
+        currency=str(payload.get("currency", "USD")),
+        market_cap=_optional_float(payload.get("market_cap")),
+        pe_ratio=_optional_float(payload.get("pe_ratio")),
+        eps=_optional_float(payload.get("eps")),
+        revenue=_optional_float(payload.get("revenue")),
+        beta=_optional_float(payload.get("beta")),
+        sector=None if payload.get("sector") is None else str(payload.get("sector")),
+        industry=None if payload.get("industry") is None else str(payload.get("industry")),
+    )
+
+
+def _parse_datetime(value: object) -> datetime:
+    if isinstance(value, datetime):
+        return value
+    return datetime.fromisoformat(str(value))
+
+
+def _optional_float(value: object) -> float | None:
+    if value is None:
+        return None
+    return float(value)

package/fincli/app/services/news_aggregator.py

@@ -0,0 +1,90 @@
+"""News aggregation helpers."""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import datetime, timedelta, timezone
+
+from fincli.app.connectors.news_connectors import NewsConnectorManager
+from fincli.app.providers.market.base import NewsItem
+from fincli.app.services.market_data import MarketDataService
+
+
+@dataclass(frozen=True, slots=True)
+class NewsDesk:
+    symbol: str
+    provider_chain: tuple[str, ...]
+    items: list[NewsItem]
+    note: str
+    errors: tuple[str, ...] = ()
+    lookback_days: int | None = None
+
+
+class NewsAggregator:
+    def __init__(
+        self,
+        market_service: MarketDataService,
+        news_connectors: NewsConnectorManager | None = None,
+        priority: list[str] | None = None,
+    ) -> None:
+        self.market_service = market_service
+        self.news_connectors = news_connectors or NewsConnectorManager()
+        self.priority = priority or ["yfinance", "google_news_rss", "yahoo_finance_rss"]
+
+    async def latest(self, symbol: str, limit: int = 12, lookback_days: int | None = None) -> NewsDesk:
+        normalized = symbol.upper()
+        items: list[NewsItem] = []
+        errors: list[str] = []
+        seen: set[str] = set()
+        provider_chain = tuple(_dedupe(self.priority))
+
+        for provider in provider_chain:
+            try:
+                fetched = await self._fetch_provider(provider, normalized, max(limit - len(items), 1))
+            except Exception as exc:  # noqa: BLE001 - fallback chain should continue
+                errors.append(f"{provider}: {exc}")
+                continue
+            for item in fetched:
+                if lookback_days is not None and not _within_lookback(item, lookback_days):
+                    continue
+                key = (item.url or item.title).strip().lower()
+                if key and key not in seen:
+                    seen.add(key)
+                    items.append(item)
+                if len(items) >= limit:
+                    break
+            if len(items) >= limit:
+                break
+
+        note = "Provider-backed news. Realtime/delayed status depends on provider entitlement."
+        if not items:
+            note = "No news returned by active providers. Try /research <symbol> --deep or configure /news_model priority."
+        elif errors:
+            note = f"{note} Fallback used after {len(errors)} provider error(s)."
+        return NewsDesk(normalized, provider_chain, items, note, tuple(errors), lookback_days)
+
+    async def _fetch_provider(self, provider: str, symbol: str, limit: int) -> list[NewsItem]:
+        if provider == "yfinance" or any(item.name == provider for item in self.market_service.providers):
+            return await self.market_service.news(symbol, limit=limit)
+        return await self.news_connectors.fetch(provider, symbol, limit=limit)
+
+
+def _dedupe(values: list[str]) -> list[str]:
+    seen: set[str] = set()
+    result: list[str] = []
+    for value in values:
+        normalized = value.strip().lower()
+        if normalized and normalized not in seen:
+            seen.add(normalized)
+            result.append(normalized)
+    return result
+
+
+def _within_lookback(item: NewsItem, lookback_days: int) -> bool:
+    if item.published_at is None:
+        return True
+    published = item.published_at
+    if published.tzinfo is None:
+        published = published.replace(tzinfo=timezone.utc)
+    cutoff = datetime.now(timezone.utc) - timedelta(days=lookback_days)
+    return published >= cutoff