@drico2008/fincli 0.1.9 → 0.2.2

package/fincli/app/providers/market/twelvedata_provider.py

@@ -1,167 +1,167 @@
-"""Twelve Data provider for multi-asset market data."""
-
-from __future__ import annotations
-
-from datetime import datetime
-from typing import Any
-
-import httpx
-
-from fincli.app.providers.market.base import Candle, FundamentalSnapshot, NewsItem, ProviderStatus, Quote
-from fincli.app.providers.market.symbols import resolve_twelvedata_symbol
-from fincli.app.utils.errors import ProviderError, RateLimitError
-
-
-class TwelveDataProvider:
-    name = "twelvedata"
-
-    def __init__(
-        self,
-        api_key: str | None,
-        base_url: str = "https://api.twelvedata.com",
-        client: httpx.AsyncClient | None = None,
-    ) -> None:
-        self.api_key = api_key or ""
-        self.base_url = base_url.rstrip("/")
-        self._client = client
-
-    async def quote(self, symbol: str) -> Quote:
-        resolved = resolve_twelvedata_symbol(symbol)
-        data = await self._get("/quote", {"symbol": resolved.symbol})
-        price = _safe_float(data.get("close") or data.get("price"))
-        if price is None:
-            raise ProviderError(f"Twelve Data tidak mengembalikan quote valid untuk {symbol}.")
-        return Quote(
-            symbol=str(data.get("symbol") or resolved.symbol).upper(),
-            price=price,
-            currency=str(data.get("currency") or "USD"),
-            provider=self.name,
-            timestamp=_parse_datetime(data.get("datetime")) or datetime.now(),
-            status="realtime",
-        )
-
-    async def history(self, symbol: str, period: str = "6mo", interval: str = "1d") -> list[Candle]:
-        resolved = resolve_twelvedata_symbol(symbol)
-        data = await self._get(
-            "/time_series",
-            {
-                "symbol": resolved.symbol,
-                "interval": _interval_to_twelvedata(interval),
-                "outputsize": _period_to_outputsize(period, interval),
-                "timezone": "UTC",
-            },
-        )
-        values = data.get("values") if isinstance(data, dict) else None
-        if not isinstance(values, list) or not values:
-            message = data.get("message") if isinstance(data, dict) else None
-            raise ProviderError(f"Twelve Data OHLCV kosong untuk {symbol}.", str(message) if message else None)
-
-        candles = [_parse_candle(item) for item in values if isinstance(item, dict)]
-        candles.sort(key=lambda candle: candle.timestamp)
-        if not candles:
-            raise ProviderError(f"Twelve Data OHLCV kosong untuk {symbol}.")
-        return candles
-
-    async def news(self, symbol: str, limit: int = 5) -> list[NewsItem]:
-        return []
-
-    async def fundamentals(self, symbol: str) -> FundamentalSnapshot:
-        resolved = resolve_twelvedata_symbol(symbol)
-        return FundamentalSnapshot(symbol=resolved.symbol.upper(), provider=self.name, currency="USD")
-
-    async def status(self) -> ProviderStatus:
-        status = "configured" if self.api_key else "unavailable"
-        message = "Twelve Data provider configured." if self.api_key else "Requires TWELVE_DATA_API_KEY."
-        return ProviderStatus(name=self.name, realtime=True, status=status, message=message)
-
-    async def _get(self, path: str, params: dict[str, object]) -> Any:
-        if not self.api_key:
-            raise ProviderError("API key Twelve Data belum diatur.", "Gunakan /news_model key twelvedata <api_key>.")
-        close_client = self._client is None
-        client = self._client or httpx.AsyncClient(timeout=30)
-        try:
-            response = await client.get(f"{self.base_url}{path}", params={**params, "apikey": self.api_key})
-            if response.status_code == 429:
-                raise RateLimitError("Twelve Data terkena rate limit.")
-            response.raise_for_status()
-            data = response.json()
-            if isinstance(data, dict) and data.get("status") == "error":
-                raise ProviderError(f"Twelve Data gagal: {data.get('message') or 'unknown error'}")
-            return data
-        except httpx.TimeoutException as exc:
-            raise ProviderError("Twelve Data timeout.") from exc
-        except httpx.HTTPStatusError as exc:
-            raise ProviderError(f"Twelve Data gagal: HTTP {exc.response.status_code}.") from exc
-        except ValueError as exc:
-            raise ProviderError("Response Twelve Data bukan JSON valid.") from exc
-        finally:
-            if close_client:
-                await client.aclose()
-
-
-def _parse_candle(item: dict[str, Any]) -> Candle:
-    return Candle(
-        timestamp=_parse_datetime(item.get("datetime")) or datetime.now(),
-        open=float(item["open"]),
-        high=float(item["high"]),
-        low=float(item["low"]),
-        close=float(item["close"]),
-        volume=float(item.get("volume") or 0),
-    )
-
-
-def _safe_float(value: Any) -> float | None:
-    try:
-        if value is None:
-            return None
-        return float(value)
-    except (TypeError, ValueError):
-        return None
-
-
-def _parse_datetime(value: object) -> datetime | None:
-    if not value:
-        return None
-    text = str(value).replace("Z", "+00:00")
-    for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d"):
-        try:
-            return datetime.strptime(text, fmt)
-        except ValueError:
-            continue
-    try:
-        return datetime.fromisoformat(text)
-    except ValueError:
-        return None
-
-
-def _interval_to_twelvedata(interval: str) -> str:
-    mapping = {
-        "1m": "1min",
-        "5m": "5min",
-        "15m": "15min",
-        "30m": "30min",
-        "1h": "1h",
-        "4h": "4h",
-        "1d": "1day",
-        "d": "1day",
-        "1w": "1week",
-        "w": "1week",
-        "1mo": "1month",
-    }
-    return mapping.get(interval.lower(), interval)
-
-
-def _period_to_outputsize(period: str, interval: str) -> int:
-    normalized = period.lower()
-    interval_normalized = interval.lower()
-    if normalized.endswith("mo"):
-        days = 30 * int(normalized[:-2] or 6)
-    elif normalized.endswith("y"):
-        days = 365 * int(normalized[:-1] or 1)
-    elif normalized.endswith("d"):
-        days = int(normalized[:-1] or 180)
-    else:
-        days = 180
-    if interval_normalized in {"1m", "5m", "15m", "30m", "1h", "4h"}:
-        return min(5000, max(120, days * 24))
-    return min(5000, max(30, days))
+"""Twelve Data provider for multi-asset market data."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Any
+
+import httpx
+
+from fincli.app.providers.market.base import Candle, FundamentalSnapshot, NewsItem, ProviderStatus, Quote
+from fincli.app.providers.market.symbols import resolve_twelvedata_symbol
+from fincli.app.utils.errors import ProviderError, RateLimitError
+
+
+class TwelveDataProvider:
+    name = "twelvedata"
+
+    def __init__(
+        self,
+        api_key: str | None,
+        base_url: str = "https://api.twelvedata.com",
+        client: httpx.AsyncClient | None = None,
+    ) -> None:
+        self.api_key = api_key or ""
+        self.base_url = base_url.rstrip("/")
+        self._client = client
+
+    async def quote(self, symbol: str) -> Quote:
+        resolved = resolve_twelvedata_symbol(symbol)
+        data = await self._get("/quote", {"symbol": resolved.symbol})
+        price = _safe_float(data.get("close") or data.get("price"))
+        if price is None:
+            raise ProviderError(f"Twelve Data tidak mengembalikan quote valid untuk {symbol}.")
+        return Quote(
+            symbol=str(data.get("symbol") or resolved.symbol).upper(),
+            price=price,
+            currency=str(data.get("currency") or "USD"),
+            provider=self.name,
+            timestamp=_parse_datetime(data.get("datetime")) or datetime.now(),
+            status="realtime",
+        )
+
+    async def history(self, symbol: str, period: str = "6mo", interval: str = "1d") -> list[Candle]:
+        resolved = resolve_twelvedata_symbol(symbol)
+        data = await self._get(
+            "/time_series",
+            {
+                "symbol": resolved.symbol,
+                "interval": _interval_to_twelvedata(interval),
+                "outputsize": _period_to_outputsize(period, interval),
+                "timezone": "UTC",
+            },
+        )
+        values = data.get("values") if isinstance(data, dict) else None
+        if not isinstance(values, list) or not values:
+            message = data.get("message") if isinstance(data, dict) else None
+            raise ProviderError(f"Twelve Data OHLCV kosong untuk {symbol}.", str(message) if message else None)
+
+        candles = [_parse_candle(item) for item in values if isinstance(item, dict)]
+        candles.sort(key=lambda candle: candle.timestamp)
+        if not candles:
+            raise ProviderError(f"Twelve Data OHLCV kosong untuk {symbol}.")
+        return candles
+
+    async def news(self, symbol: str, limit: int = 5) -> list[NewsItem]:
+        return []
+
+    async def fundamentals(self, symbol: str) -> FundamentalSnapshot:
+        resolved = resolve_twelvedata_symbol(symbol)
+        return FundamentalSnapshot(symbol=resolved.symbol.upper(), provider=self.name, currency="USD")
+
+    async def status(self) -> ProviderStatus:
+        status = "configured" if self.api_key else "unavailable"
+        message = "Twelve Data provider configured." if self.api_key else "Requires TWELVE_DATA_API_KEY."
+        return ProviderStatus(name=self.name, realtime=True, status=status, message=message)
+
+    async def _get(self, path: str, params: dict[str, object]) -> Any:
+        if not self.api_key:
+            raise ProviderError("API key Twelve Data belum diatur.", "Gunakan /news_model key twelvedata <api_key>.")
+        close_client = self._client is None
+        client = self._client or httpx.AsyncClient(timeout=30)
+        try:
+            response = await client.get(f"{self.base_url}{path}", params={**params, "apikey": self.api_key})
+            if response.status_code == 429:
+                raise RateLimitError("Twelve Data terkena rate limit.")
+            response.raise_for_status()
+            data = response.json()
+            if isinstance(data, dict) and data.get("status") == "error":
+                raise ProviderError(f"Twelve Data gagal: {data.get('message') or 'unknown error'}")
+            return data
+        except httpx.TimeoutException as exc:
+            raise ProviderError("Twelve Data timeout.") from exc
+        except httpx.HTTPStatusError as exc:
+            raise ProviderError(f"Twelve Data gagal: HTTP {exc.response.status_code}.") from exc
+        except ValueError as exc:
+            raise ProviderError("Response Twelve Data bukan JSON valid.") from exc
+        finally:
+            if close_client:
+                await client.aclose()
+
+
+def _parse_candle(item: dict[str, Any]) -> Candle:
+    return Candle(
+        timestamp=_parse_datetime(item.get("datetime")) or datetime.now(),
+        open=float(item["open"]),
+        high=float(item["high"]),
+        low=float(item["low"]),
+        close=float(item["close"]),
+        volume=float(item.get("volume") or 0),
+    )
+
+
+def _safe_float(value: Any) -> float | None:
+    try:
+        if value is None:
+            return None
+        return float(value)
+    except (TypeError, ValueError):
+        return None
+
+
+def _parse_datetime(value: object) -> datetime | None:
+    if not value:
+        return None
+    text = str(value).replace("Z", "+00:00")
+    for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d"):
+        try:
+            return datetime.strptime(text, fmt)
+        except ValueError:
+            continue
+    try:
+        return datetime.fromisoformat(text)
+    except ValueError:
+        return None
+
+
+def _interval_to_twelvedata(interval: str) -> str:
+    mapping = {
+        "1m": "1min",
+        "5m": "5min",
+        "15m": "15min",
+        "30m": "30min",
+        "1h": "1h",
+        "4h": "4h",
+        "1d": "1day",
+        "d": "1day",
+        "1w": "1week",
+        "w": "1week",
+        "1mo": "1month",
+    }
+    return mapping.get(interval.lower(), interval)
+
+
+def _period_to_outputsize(period: str, interval: str) -> int:
+    normalized = period.lower()
+    interval_normalized = interval.lower()
+    if normalized.endswith("mo"):
+        days = 30 * int(normalized[:-2] or 6)
+    elif normalized.endswith("y"):
+        days = 365 * int(normalized[:-1] or 1)
+    elif normalized.endswith("d"):
+        days = int(normalized[:-1] or 180)
+    else:
+        days = 180
+    if interval_normalized in {"1m", "5m", "15m", "30m", "1h", "4h"}:
+        return min(5000, max(120, days * 24))
+    return min(5000, max(30, days))

package/fincli/app/research/__init__.py

@@ -0,0 +1,7 @@
+"""Research workspace package."""
+
+from fincli.app.research.engine import ResearchEngine
+from fincli.app.research.formatter import format_research_brief
+from fincli.app.research.models import ResearchBrief
+
+__all__ = ["ResearchBrief", "ResearchEngine", "format_research_brief"]

package/fincli/app/research/engine.py

@@ -0,0 +1,75 @@
+"""Research workspace orchestration."""
+
+from __future__ import annotations
+
+from fincli.app.providers.ai.base import AIRequest, BaseAIProvider
+from fincli.app.research.models import ResearchBrief
+from fincli.app.research.prompt_builder import build_research_prompt
+from fincli.app.services.market_data import MarketDataService
+from fincli.app.services.market_overview import MarketOverview, build_market_overview
+
+
+class ResearchEngine:
+    """Build compact research briefs around the existing market overview service."""
+
+    def __init__(self, market_service: MarketDataService, ai_provider: BaseAIProvider | None = None, model: str = "") -> None:
+        self.market_service = market_service
+        self.ai_provider = ai_provider
+        self.model = model
+
+    async def build(self, symbol: str, timeframe: str = "1d", mode: str = "quick") -> ResearchBrief:
+        overview = await build_market_overview(symbol.upper(), self.market_service, timeframe)
+        brief = _brief_from_overview(overview, mode)
+        if mode == "deep" and self.ai_provider is not None:
+            prompt = build_research_prompt(brief)
+            response = await self.ai_provider.complete(AIRequest(prompt=prompt, model=self.model))
+            return ResearchBrief(
+                symbol=brief.symbol,
+                mode=brief.mode,
+                overview=brief.overview,
+                decision_points=brief.decision_points,
+                risks=brief.risks,
+                final_summary=brief.final_summary,
+                ai_summary=response.content,
+            )
+        return brief
+
+
+def _brief_from_overview(overview: MarketOverview, mode: str) -> ResearchBrief:
+    technical = overview.technical
+    structure = overview.structure
+    fundamentals = overview.fundamentals
+    decision_points = [
+        f"Price {overview.quote.price} {overview.quote.currency} via {overview.quote.provider} ({overview.quote.status}).",
+        f"Trend bias {technical.trend_bias}; structure {structure.trend} with {structure.latest_pattern}.",
+        f"Key levels: support {technical.support}, resistance {technical.resistance}, ATR {technical.atr}.",
+        f"Momentum: RSI {technical.rsi}, MACD {technical.macd}/{technical.macd_signal}.",
+    ]
+    if fundamentals is not None:
+        decision_points.append(
+            f"Fundamentals: P/E {fundamentals.pe_ratio}, EPS {fundamentals.eps}, sector {fundamentals.sector or 'N/A'}."
+        )
+    if overview.news:
+        decision_points.append(f"Latest news: {overview.news[0].title} ({overview.news[0].source}).")
+
+    risks = [
+        f"Data quality {overview.data_quality.score}/100; provider label {overview.data_quality.provider}.",
+        "Use confirmation and invalidation; do not treat this brief as financial advice.",
+    ]
+    if structure.change_of_character:
+        risks.append("Change of character detected; directional confidence should be reduced.")
+    if technical.rsi is not None and (technical.rsi > 75 or technical.rsi < 25):
+        risks.append("RSI is at an extreme; avoid chasing without confirmation.")
+
+    final_summary = (
+        f"{overview.symbol} is a {technical.trend_bias} / {structure.trend} setup with "
+        f"{overview.data_quality.score}/100 data quality. Focus on support/resistance reaction and news/fundamental confirmation."
+    )
+    return ResearchBrief(
+        symbol=overview.symbol,
+        mode=mode,
+        overview=overview,
+        decision_points=decision_points[:6],
+        risks=risks[:4],
+        final_summary=final_summary,
+    )

package/fincli/app/research/formatter.py

@@ -0,0 +1,22 @@
+"""Rich renderers for research workspace."""
+
+from __future__ import annotations
+
+from rich.table import Table
+
+from fincli.app.research.models import ResearchBrief
+from fincli.app.utils.formatting import semantic_text
+
+
+def format_research_brief(brief: ResearchBrief) -> Table:
+    table = Table(title=f"Research Brief: {brief.symbol} | {brief.mode}", expand=True)
+    table.add_column("Section", style="cyan", no_wrap=True)
+    table.add_column("Description", overflow="fold")
+    table.add_row("Data Quality", semantic_text(f"{brief.overview.data_quality.score}/100 | {brief.overview.data_quality.provider}"))
+    table.add_row("Decision Points", semantic_text("\n".join(f"- {point}" for point in brief.decision_points)))
+    table.add_row("Risks", semantic_text("\n".join(f"- {risk}" for risk in brief.risks)))
+    if brief.ai_summary:
+        table.add_row("AI Summary", brief.ai_summary)
+    table.add_row("Final Summary", semantic_text(brief.final_summary))
+    table.caption = "Research output is informational only, not financial advice."
+    return table

package/fincli/app/research/models.py

@@ -0,0 +1,18 @@
+"""Models for FinCLI research workspace."""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+
+from fincli.app.services.market_overview import MarketOverview
+
+
+@dataclass(frozen=True, slots=True)
+class ResearchBrief:
+    symbol: str
+    mode: str
+    overview: MarketOverview
+    decision_points: list[str]
+    risks: list[str]
+    final_summary: str
+    ai_summary: str = ""

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."),
+    ]