@drico2008/fincli 0.1.3 → 0.2.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (65) hide show
  1. package/LICENSE +21 -0
  2. package/README.md +909 -684
  3. package/fincli/__init__.py +3 -3
  4. package/fincli/app/agents/__init__.py +5 -0
  5. package/fincli/app/agents/registry.py +76 -0
  6. package/fincli/app/analysis/ai_prompts.py +23 -16
  7. package/fincli/app/analysis/analyzer.py +107 -100
  8. package/fincli/app/analysis/assistant_context.py +187 -160
  9. package/fincli/app/analysis/backtest.py +179 -0
  10. package/fincli/app/analysis/gameplay_plan.py +79 -0
  11. package/fincli/app/analysis/indicators.py +1 -1
  12. package/fincli/app/analysis/market_structure.py +1 -1
  13. package/fincli/app/analysis/multi_timeframe.py +180 -0
  14. package/fincli/app/analysis/trading_methods.py +144 -0
  15. package/fincli/app/cli/commands.py +105 -77
  16. package/fincli/app/cli/router.py +2143 -1121
  17. package/fincli/app/connectors/__init__.py +5 -0
  18. package/fincli/app/connectors/catalog.py +148 -0
  19. package/fincli/app/connectors/news_connectors.py +412 -0
  20. package/fincli/app/modules/alerts.py +80 -0
  21. package/fincli/app/modules/economic_calendar.py +374 -1
  22. package/fincli/app/modules/reports.py +151 -0
  23. package/fincli/app/modules/scanner.py +111 -93
  24. package/fincli/app/modules/session_history.py +113 -0
  25. package/fincli/app/modules/transactions.py +84 -84
  26. package/fincli/app/modules/user_profile.py +84 -0
  27. package/fincli/app/plugins/loader.py +72 -0
  28. package/fincli/app/providers/ai/anthropic_provider.py +8 -7
  29. package/fincli/app/providers/ai/gemini_provider.py +8 -7
  30. package/fincli/app/providers/ai/groq_provider.py +8 -7
  31. package/fincli/app/providers/ai/huggingface_provider.py +8 -7
  32. package/fincli/app/providers/ai/manager.py +60 -60
  33. package/fincli/app/providers/ai/openai_provider.py +8 -7
  34. package/fincli/app/providers/ai/openrouter_provider.py +8 -7
  35. package/fincli/app/providers/ai/together_provider.py +8 -7
  36. package/fincli/app/providers/market/alphavantage_provider.py +194 -0
  37. package/fincli/app/providers/market/base.py +98 -77
  38. package/fincli/app/providers/market/custom_provider.py +186 -169
  39. package/fincli/app/providers/market/manager.py +85 -2
  40. package/fincli/app/providers/market/news_provider.py +4 -4
  41. package/fincli/app/providers/market/symbols.py +143 -0
  42. package/fincli/app/providers/market/twelvedata_provider.py +167 -167
  43. package/fincli/app/providers/market/yfinance_provider.py +1 -1
  44. package/fincli/app/research/__init__.py +7 -0
  45. package/fincli/app/research/engine.py +75 -0
  46. package/fincli/app/research/formatter.py +22 -0
  47. package/fincli/app/research/models.py +18 -0
  48. package/fincli/app/research/prompt_builder.py +47 -0
  49. package/fincli/app/services/macro_data.py +50 -0
  50. package/fincli/app/services/market_data.py +203 -203
  51. package/fincli/app/services/news_aggregator.py +90 -0
  52. package/fincli/app/services/web_research.py +267 -0
  53. package/fincli/app/storage/cache.py +2 -2
  54. package/fincli/app/storage/config.py +122 -88
  55. package/fincli/app/storage/database.py +201 -85
  56. package/fincli/app/storage/secrets.py +12 -3
  57. package/fincli/app/tui/components.py +68 -50
  58. package/fincli/app/tui/layout.py +270 -258
  59. package/fincli/app/tui/market_provider_selector.py +6 -1
  60. package/fincli/app/tui/model_selector.py +11 -3
  61. package/fincli/app/tui/theme.py +134 -74
  62. package/fincli/app/utils/formatting.py +125 -12
  63. package/npm/bin/fincli.js +9 -2
  64. package/package.json +23 -23
  65. package/pyproject.toml +35 -35
@@ -1,101 +1,217 @@
1
- """SQLite storage for FinCLI local data."""
2
-
3
- from __future__ import annotations
4
-
5
- from pathlib import Path
6
- from contextlib import closing
7
- import sqlite3
8
- from typing import Iterable
9
-
10
- from fincli.app.storage.config import APP_DIR
11
- from fincli.app.utils.errors import StorageError
12
-
13
-
14
- DB_FILE = APP_DIR / "fincli.db"
15
-
16
-
17
- class FinCLIDatabase:
18
- """Small SQLite wrapper for watchlist, portfolio, and journal data."""
19
-
20
- def __init__(self, db_file: Path = DB_FILE) -> None:
21
- self.db_file = db_file
22
- self.db_file.parent.mkdir(parents=True, exist_ok=True)
23
- self.initialize()
24
-
25
- def connect(self) -> sqlite3.Connection:
26
- connection = sqlite3.connect(self.db_file)
27
- connection.row_factory = sqlite3.Row
28
- return connection
29
-
30
- def initialize(self) -> None:
31
- try:
32
- with closing(self.connect()) as db:
33
- with db:
34
- db.executescript(
35
- """
36
- CREATE TABLE IF NOT EXISTS watchlist (
37
- symbol TEXT PRIMARY KEY,
38
- group_name TEXT DEFAULT 'default',
39
- created_at TEXT DEFAULT CURRENT_TIMESTAMP
40
- );
41
-
42
- CREATE TABLE IF NOT EXISTS portfolio_positions (
43
- symbol TEXT PRIMARY KEY,
44
- quantity REAL NOT NULL,
45
- average_price REAL NOT NULL,
46
- currency TEXT DEFAULT 'USD',
47
- created_at TEXT DEFAULT CURRENT_TIMESTAMP,
48
- updated_at TEXT DEFAULT CURRENT_TIMESTAMP
49
- );
50
-
51
- CREATE TABLE IF NOT EXISTS journal_entries (
52
- id INTEGER PRIMARY KEY AUTOINCREMENT,
53
- instrument TEXT NOT NULL,
54
- bias TEXT DEFAULT '',
55
- entry_reason TEXT DEFAULT '',
56
- exit_reason TEXT DEFAULT '',
57
- result TEXT DEFAULT '',
58
- emotion TEXT DEFAULT '',
59
- lesson TEXT DEFAULT '',
60
- tags TEXT DEFAULT '',
61
- created_at TEXT DEFAULT CURRENT_TIMESTAMP
62
- );
63
-
64
- CREATE TABLE IF NOT EXISTS portfolio_transactions (
1
+ """SQLite storage for FinCLI local data."""
2
+
3
+ from __future__ import annotations
4
+
5
+ from pathlib import Path
6
+ from contextlib import closing
7
+ import sqlite3
8
+ from typing import Iterable
9
+
10
+ from fincli.app.storage.config import APP_DIR
11
+ from fincli.app.utils.errors import StorageError
12
+
13
+
14
+ DB_FILE = APP_DIR / "fincli.db"
15
+
16
+
17
+ class FinCLIDatabase:
18
+ """Small SQLite wrapper for watchlist, portfolio, and journal data."""
19
+
20
+ def __init__(self, db_file: Path = DB_FILE) -> None:
21
+ self.db_file = db_file
22
+ self.db_file.parent.mkdir(parents=True, exist_ok=True)
23
+ self.initialize()
24
+
25
+ def connect(self) -> sqlite3.Connection:
26
+ connection = sqlite3.connect(self.db_file)
27
+ connection.row_factory = sqlite3.Row
28
+ return connection
29
+
30
+ def initialize(self) -> None:
31
+ try:
32
+ with closing(self.connect()) as db:
33
+ with db:
34
+ db.executescript(
35
+ """
36
+ CREATE TABLE IF NOT EXISTS watchlist (
37
+ symbol TEXT PRIMARY KEY,
38
+ group_name TEXT DEFAULT 'default',
39
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP
40
+ );
41
+
42
+ CREATE TABLE IF NOT EXISTS portfolio_positions (
43
+ symbol TEXT PRIMARY KEY,
44
+ quantity REAL NOT NULL,
45
+ average_price REAL NOT NULL,
46
+ currency TEXT DEFAULT 'USD',
47
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP,
48
+ updated_at TEXT DEFAULT CURRENT_TIMESTAMP
49
+ );
50
+
51
+ CREATE TABLE IF NOT EXISTS journal_entries (
52
+ id INTEGER PRIMARY KEY AUTOINCREMENT,
53
+ instrument TEXT NOT NULL,
54
+ bias TEXT DEFAULT '',
55
+ entry_reason TEXT DEFAULT '',
56
+ exit_reason TEXT DEFAULT '',
57
+ result TEXT DEFAULT '',
58
+ emotion TEXT DEFAULT '',
59
+ lesson TEXT DEFAULT '',
60
+ tags TEXT DEFAULT '',
61
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP
62
+ );
63
+
64
+ CREATE TABLE IF NOT EXISTS portfolio_transactions (
65
+ id INTEGER PRIMARY KEY AUTOINCREMENT,
66
+ action TEXT NOT NULL,
67
+ symbol TEXT NOT NULL,
68
+ quantity REAL NOT NULL,
69
+ price REAL NOT NULL,
70
+ currency TEXT DEFAULT 'USD',
71
+ realized_pnl REAL DEFAULT 0,
72
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP
73
+ );
74
+
75
+ CREATE TABLE IF NOT EXISTS market_cache (
76
+ namespace TEXT NOT NULL,
77
+ cache_key TEXT NOT NULL,
78
+ payload TEXT NOT NULL,
79
+ expires_at REAL NOT NULL,
80
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP,
81
+ PRIMARY KEY (namespace, cache_key)
82
+ );
83
+
84
+ CREATE TABLE IF NOT EXISTS sessions (
85
+ id TEXT PRIMARY KEY,
86
+ title TEXT NOT NULL,
87
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP,
88
+ updated_at TEXT DEFAULT CURRENT_TIMESTAMP
89
+ );
90
+
91
+ CREATE TABLE IF NOT EXISTS session_events (
92
+ id INTEGER PRIMARY KEY AUTOINCREMENT,
93
+ session_id TEXT NOT NULL,
94
+ command TEXT NOT NULL,
95
+ status TEXT NOT NULL,
96
+ output_preview TEXT DEFAULT '',
97
+ created_at TEXT DEFAULT CURRENT_TIMESTAMP,
98
+ FOREIGN KEY (session_id) REFERENCES sessions(id) ON DELETE CASCADE
99
+ );
100
+
101
+ CREATE TABLE IF NOT EXISTS alerts (
65
102
  id INTEGER PRIMARY KEY AUTOINCREMENT,
66
- action TEXT NOT NULL,
67
103
  symbol TEXT NOT NULL,
68
- quantity REAL NOT NULL,
69
- price REAL NOT NULL,
70
- currency TEXT DEFAULT 'USD',
71
- realized_pnl REAL DEFAULT 0,
104
+ condition TEXT NOT NULL,
105
+ target REAL NOT NULL,
106
+ note TEXT DEFAULT '',
107
+ active INTEGER DEFAULT 1,
108
+ triggered_at TEXT DEFAULT '',
72
109
  created_at TEXT DEFAULT CURRENT_TIMESTAMP
73
110
  );
74
111
 
75
- CREATE TABLE IF NOT EXISTS market_cache (
76
- namespace TEXT NOT NULL,
77
- cache_key TEXT NOT NULL,
78
- payload TEXT NOT NULL,
79
- expires_at REAL NOT NULL,
80
- created_at TEXT DEFAULT CURRENT_TIMESTAMP,
81
- PRIMARY KEY (namespace, cache_key)
112
+ CREATE TABLE IF NOT EXISTS user_profile (
113
+ id INTEGER PRIMARY KEY CHECK (id = 1),
114
+ name TEXT NOT NULL,
115
+ equity REAL NOT NULL,
116
+ currency TEXT NOT NULL,
117
+ leverage TEXT NOT NULL,
118
+ years_in_investment REAL NOT NULL,
119
+ gameplay TEXT NOT NULL,
120
+ updated_at TEXT DEFAULT CURRENT_TIMESTAMP
82
121
  );
83
122
  """
84
123
  )
124
+ _migrate_user_profile_schema(db)
85
125
  except sqlite3.Error as exc:
86
126
  raise StorageError("Database lokal gagal diinisialisasi.") from exc
87
-
88
- def execute(self, sql: str, params: Iterable[object] = ()) -> None:
89
- try:
90
- with closing(self.connect()) as db:
91
- with db:
92
- db.execute(sql, tuple(params))
93
- except sqlite3.Error as exc:
94
- raise StorageError("Operasi database gagal.") from exc
95
-
127
+
128
+ def execute(self, sql: str, params: Iterable[object] = ()) -> None:
129
+ try:
130
+ with closing(self.connect()) as db:
131
+ with db:
132
+ db.execute(sql, tuple(params))
133
+ except sqlite3.Error as exc:
134
+ raise StorageError("Operasi database gagal.") from exc
135
+
96
136
  def query(self, sql: str, params: Iterable[object] = ()) -> list[sqlite3.Row]:
97
137
  try:
98
138
  with closing(self.connect()) as db:
99
139
  return list(db.execute(sql, tuple(params)).fetchall())
100
140
  except sqlite3.Error as exc:
101
141
  raise StorageError("Query database gagal.") from exc
142
+
143
+
144
+ def _migrate_user_profile_schema(db: sqlite3.Connection) -> None:
145
+ """Normalize older user_profile schemas to the v0.2.2 canonical shape."""
146
+
147
+ columns = {str(row["name"]) for row in db.execute("PRAGMA table_info(user_profile)").fetchall()}
148
+ canonical = {"id", "name", "equity", "currency", "leverage", "years_in_investment", "gameplay", "updated_at"}
149
+ if canonical.issubset(columns):
150
+ return
151
+
152
+ rows = list(db.execute("SELECT * FROM user_profile").fetchall())
153
+ legacy_profile = _legacy_profile_payload(rows[0]) if rows else None
154
+ db.execute("DROP TABLE user_profile")
155
+ db.execute(
156
+ """
157
+ CREATE TABLE user_profile (
158
+ id INTEGER PRIMARY KEY CHECK (id = 1),
159
+ name TEXT NOT NULL,
160
+ equity REAL NOT NULL,
161
+ currency TEXT NOT NULL,
162
+ leverage TEXT NOT NULL,
163
+ years_in_investment REAL NOT NULL,
164
+ gameplay TEXT NOT NULL,
165
+ updated_at TEXT DEFAULT CURRENT_TIMESTAMP
166
+ )
167
+ """
168
+ )
169
+ if legacy_profile is None:
170
+ return
171
+ db.execute(
172
+ """
173
+ INSERT INTO user_profile (id, name, equity, currency, leverage, years_in_investment, gameplay, updated_at)
174
+ VALUES (1, ?, ?, ?, ?, ?, ?, CURRENT_TIMESTAMP)
175
+ """,
176
+ legacy_profile,
177
+ )
178
+
179
+
180
+ def _legacy_profile_payload(row: sqlite3.Row) -> tuple[object, ...]:
181
+ keys = set(row.keys())
182
+ name = row["name"] if "name" in keys else "User"
183
+ equity = row["equity"] if "equity" in keys else row["equity_amount"] if "equity_amount" in keys else 0
184
+ currency = row["currency"] if "currency" in keys else row["equity_currency"] if "equity_currency" in keys else "USD"
185
+ leverage = row["leverage"] if "leverage" in keys else "1:1"
186
+ years = (
187
+ row["years_in_investment"]
188
+ if "years_in_investment" in keys
189
+ else row["experience_years"]
190
+ if "experience_years" in keys
191
+ else 0
192
+ )
193
+ gameplay = _normalize_legacy_gameplay(str(row["gameplay"])) if "gameplay" in keys else _classify_legacy_gameplay(float(equity))
194
+ return (name, equity, currency, leverage, years, gameplay)
195
+
196
+
197
+ def _normalize_legacy_gameplay(value: str) -> str:
198
+ normalized = value.strip().lower().replace("-", "_").replace(" ", "_")
199
+ return {
200
+ "scalper": "Scalper",
201
+ "intra_day": "Intra day",
202
+ "intraday": "Intra day",
203
+ "day_trade": "Day trade",
204
+ "day_trader": "Day trade",
205
+ "swing": "Swing/Investor",
206
+ "investor": "Swing/Investor",
207
+ }.get(normalized, value.strip() or "Scalper")
208
+
209
+
210
+ def _classify_legacy_gameplay(equity: float) -> str:
211
+ if equity <= 400:
212
+ return "Scalper"
213
+ if equity <= 1000:
214
+ return "Intra day"
215
+ if equity <= 5000:
216
+ return "Day trade"
217
+ return "Swing/Investor"
@@ -12,9 +12,15 @@ from fincli.app.utils.errors import ConfigError
12
12
  SECRETS_FILE = APP_DIR / "secrets.env"
13
13
 
14
14
 
15
- def load_local_secrets(path: Path | None = None, *, override: bool = False) -> None:
15
+ def load_local_secrets(
16
+ path: Path | None = None,
17
+ *,
18
+ override: bool = False,
19
+ override_keys: set[str] | None = None,
20
+ ) -> None:
16
21
  """Load persisted secrets into process environment."""
17
22
  path = path or SECRETS_FILE
23
+ override_keys = override_keys or set()
18
24
  if not path.exists():
19
25
  return
20
26
  for line in path.read_text(encoding="utf-8").splitlines():
@@ -24,7 +30,7 @@ def load_local_secrets(path: Path | None = None, *, override: bool = False) -> N
24
30
  key, value = stripped.split("=", 1)
25
31
  key = key.strip()
26
32
  value = _unquote(value.strip())
27
- if key and (override or key not in os.environ):
33
+ if key and (override or key in override_keys or key not in os.environ or os.environ.get(key, "") == ""):
28
34
  os.environ[key] = value
29
35
 
30
36
 
@@ -72,8 +78,11 @@ def read_secrets(path: Path | None = None) -> dict[str, str]:
72
78
  def secret_source(env_key: str, path: Path | None = None) -> str:
73
79
  """Return a display-safe source for a secret."""
74
80
  path = path or SECRETS_FILE
81
+ current = os.getenv(env_key)
82
+ if not current:
83
+ return "-"
75
84
  if env_key in os.environ:
76
- if env_key in read_secrets(path):
85
+ if read_secrets(path).get(env_key) == current:
77
86
  return "~/.fincli/secrets.env"
78
87
  return "environment/.env"
79
88
  return "-"
@@ -1,55 +1,73 @@
1
- """Reusable TUI components."""
2
-
3
- from __future__ import annotations
4
-
5
- from rich.markdown import Markdown
6
- from rich.panel import Panel
7
- from rich.table import Table
8
- from rich.text import Text
1
+ """Reusable TUI components."""
2
+
3
+ from __future__ import annotations
4
+
5
+ from rich.markdown import Markdown
6
+ from rich.panel import Panel
7
+ from rich.table import Table
8
+ from rich.text import Text
9
9
  from textual.widgets import Static
10
-
11
- from fincli.app.cli.commands import CommandSpec
12
-
13
-
14
- class CommandPalette(Static):
15
- """Slash command palette shown near the command input."""
16
-
17
- def render_commands(self, commands: list[CommandSpec], query: str = "") -> None:
18
- table = Table.grid(expand=True)
19
- table.add_column("Command", style="white", no_wrap=True, ratio=1)
20
- table.add_column("Description", style="bright_black", justify="right", ratio=3)
21
-
22
- for index, command in enumerate(commands):
23
- command_text = command.name
24
- description = command.description
25
- if index == 0:
26
- command_text = f"[black on cyan]> {command.name}[/]"
27
- description = f"[black on cyan]{command.description}[/]"
28
- table.add_row(command_text, description)
29
-
30
- if len(commands) > 6:
31
- table.add_row("[bright_black]v more[/]", "[bright_black]Ketik command lebih spesifik[/]")
32
-
33
- title = f"[cyan]>[/] {query or '/'}"
34
- self.update(Panel(table, title=title, border_style="bright_black", padding=(0, 1)))
35
-
36
- def clear_palette(self) -> None:
37
- self.update("")
38
-
39
-
40
- def format_user_message(message: str) -> Panel:
41
- text = Text()
42
- text.append("> ", style="bold cyan")
43
- text.append(message, style="bold white")
44
- return Panel(text, border_style="#2f332f", style="on #2b2f2b", padding=(0, 1))
10
+
11
+ from fincli.app.cli.commands import CommandSpec
12
+
13
+
14
+ class CommandPalette(Static):
15
+ """Slash command palette shown near the command input."""
16
+
17
+ def render_commands(self, commands: list[CommandSpec], query: str = "") -> None:
18
+ table = Table.grid(expand=True)
19
+ table.add_column("Command", style="white", no_wrap=True, ratio=1)
20
+ table.add_column("Description", style="bright_black", justify="right", ratio=3)
21
+
22
+ for index, command in enumerate(commands):
23
+ command_text = command.name
24
+ description = command.description
25
+ if index == 0:
26
+ command_text = f"[black on cyan]> {command.name}[/]"
27
+ description = f"[black on cyan]{command.description}[/]"
28
+ table.add_row(command_text, description)
29
+
30
+ if len(commands) > 6:
31
+ table.add_row("[bright_black]v more[/]", "[bright_black]Ketik command lebih spesifik[/]")
32
+
33
+ title = f"[cyan]>[/] {query or '/'}"
34
+ self.update(Panel(table, title=title, border_style="bright_black", padding=(0, 1)))
35
+
36
+ def clear_palette(self) -> None:
37
+ self.update("")
38
+
39
+
40
+ def format_user_message(message: str) -> Panel:
41
+ text = Text()
42
+ text.append("> ", style="bold cyan")
43
+ text.append(message, style="bold white")
44
+ return Panel(text, border_style="#2f332f", style="on #2b2f2b", padding=(0, 1))
45
+
46
+
47
+ def format_thinking_message(message: str) -> Text:
48
+ text = Text()
49
+ text.append("> Thinking: ", style="dim")
50
+ text.append(message, style="italic dim")
51
+ return text
52
+
53
+
54
+ def format_ai_message(message: str) -> Markdown:
55
+ return Markdown(message)
45
56
 
46
57
 
47
- def format_thinking_message(message: str) -> Text:
48
- text = Text()
49
- text.append("> Thinking: ", style="dim")
50
- text.append(message, style="italic dim")
51
- return text
58
+ def write_output_entry(log: object, renderable: object) -> None:
59
+ """Write one output entry with a single blank line separator.
52
60
 
61
+ No visual barrier characters are emitted here; Rich/Textual renderables keep
62
+ their own borders if they need one.
63
+ """
53
64
 
54
- def format_ai_message(message: str) -> Markdown:
55
- return Markdown(f"* {message}")
65
+ items = getattr(log, "items", None)
66
+ if isinstance(items, list) and items:
67
+ log.write("")
68
+ log.write(renderable)
69
+ return
70
+ line_count = getattr(log, "line_count", 0)
71
+ if isinstance(line_count, int) and line_count > 0:
72
+ log.write("")
73
+ log.write(renderable)