aria-code 4.1.3__py3-none-any.whl

dashboard_generator.py

@@ -0,0 +1,578 @@
+"""
+dashboard_generator.py — Bloomberg-style per-request dashboard HTML generator
+
+Usage:
+    python3 dashboard_generator.py [--open]
+
+Integration: triggered via /dashboard command in aria_cli.py.
+
+Data sources (all local, embedded at generation time — no runtime API calls):
+  - ~/.arthera/portfolio.db  -> positions, trades, realized P&L
+  - ~/.aria/daemon.db        -> active price alerts
+  - aria_cli config          -> watchlist
+  - MarketDataClient         -> market prices with provider fallback
+  - artifacts.py             -> recently generated files
+"""
+
+from __future__ import annotations
+
+import json
+import os
+import platform
+import sqlite3
+import subprocess
+import sys
+from datetime import datetime, timedelta
+from pathlib import Path
+from typing import Any, Dict, List, Optional, Tuple
+
+_PORTFOLIO_DB = Path.home() / ".arthera" / "portfolio.db"
+_DAEMON_DB    = Path.home() / ".aria"    / "daemon.db"
+
+
+# ── Data collection ────────────────────────────────────────────────────────────
+
+def _fetch_prices(symbols: List[str]) -> Dict[str, Dict]:
+    if not symbols:
+        return {}
+    result: Dict[str, Dict] = {}
+    try:
+        from market_data_client import MarketDataClient
+
+        quotes = MarketDataClient().multi_quote(symbols).get("quotes") or {}
+        for sym, quote in quotes.items():
+            if not quote or not quote.get("success"):
+                continue
+            price = quote.get("price")
+            prev = quote.get("prev_close") or quote.get("previous_close")
+            pct = quote.get("change_percent")
+            if pct is None and price is not None and prev:
+                try:
+                    pct = round((float(price) / float(prev) - 1) * 100, 2)
+                except Exception:
+                    pct = None
+            result[sym] = {
+                "price": round(float(price), 4) if price is not None else None,
+                "prev_close": round(float(prev), 4) if prev is not None else None,
+                "pct_change": pct,
+                "name": quote.get("name") or sym,
+                "provider": quote.get("provider") or quote.get("source") or "",
+            }
+    except Exception:
+        pass
+    return result
+
+
+def _load_portfolio() -> Tuple[List[Dict], List[Dict]]:
+    if not _PORTFOLIO_DB.exists():
+        return [], []
+    try:
+        sys.path.insert(0, str(Path(__file__).parent))
+        from portfolio_ledger import PortfolioLedger
+        ledger    = PortfolioLedger()
+        positions = ledger.get_positions()
+        realized  = ledger.get_realized_pnl()
+        return positions, realized
+    except Exception:
+        return [], []
+
+
+def _load_alerts() -> List[Dict]:
+    if not _DAEMON_DB.exists():
+        return []
+    try:
+        with sqlite3.connect(_DAEMON_DB) as conn:
+            conn.row_factory = sqlite3.Row
+            rows = conn.execute(
+                "SELECT id, symbol, condition, value, trigger_count, active, created_at "
+                "FROM alerts ORDER BY active DESC, created_at DESC LIMIT 50"
+            ).fetchall()
+        return [dict(r) for r in rows]
+    except Exception:
+        return []
+
+
+def _load_recent_artifacts(limit: int = 10) -> List[Dict]:
+    items: List[Dict] = []
+    try:
+        sys.path.insert(0, str(Path(__file__).parent))
+        from artifacts import recent_artifacts_all
+        for art in recent_artifacts_all(limit=limit):
+            p = Path(str(art.get("path") or art.get("metadata_path") or "")).expanduser()
+            if p.exists():
+                items.append({
+                    "name":     p.name,
+                    "path":     str(p),
+                    "category": str(art.get("kind") or art.get("category") or "artifact"),
+                    "size_kb":  round(p.stat().st_size / 1024, 1),
+                    "mtime":    datetime.fromtimestamp(p.stat().st_mtime).strftime("%Y-%m-%d %H:%M"),
+                })
+    except Exception:
+        return []
+    items.sort(key=lambda x: x["mtime"], reverse=True)
+    return items[:limit]
+
+
+def _market_overview_symbols() -> List[str]:
+    return [
+        "000001.SS", "399001.SZ", "399006.SZ", "000300.SS",
+        "^GSPC", "^IXIC", "^DJI", "^VIX",
+        "BTC-USD", "ETH-USD", "GC=F", "CNY=X",
+    ]
+
+
+_SYM_LABELS: Dict[str, str] = {
+    "000001.SS": "上证指数",  "399001.SZ": "深证成指",
+    "399006.SZ": "创业板指",  "000300.SS": "沪深300",
+    "^GSPC":     "S&P 500",   "^IXIC":     "NASDAQ",
+    "^DJI":      "DOW JONES", "^VIX":      "VIX",
+    "BTC-USD":   "BTC/USD",   "ETH-USD":   "ETH/USD",
+    "GC=F":      "GOLD $/oz", "CNY=X":     "USD/CNY",
+}
+
+
+# ── HTML helpers ───────────────────────────────────────────────────────────────
+
+def _pct_cls(pct: Optional[float]) -> str:
+    if pct is None:
+        return "flat"
+    return "up" if pct >= 0 else "down"
+
+
+def _pct_str(pct: Optional[float]) -> str:
+    if pct is None:
+        return "--"
+    sign = "+" if pct > 0 else ""
+    return f"{sign}{pct:.2f}%"
+
+
+def _price_str(price: Optional[float], sym: str = "") -> str:
+    if not price:
+        return "--"
+    if price >= 10_000:
+        return f"{price:,.0f}"
+    if price >= 1_000:
+        return f"{price:,.2f}"
+    if price >= 100:
+        return f"{price:,.2f}"
+    if price >= 1:
+        return f"{price:,.4f}".rstrip("0").rstrip(".")
+    return f"{price:.6f}".rstrip("0").rstrip(".")
+
+
+def _quote_tiles(items: List[Dict]) -> str:
+    parts = []
+    for d in items:
+        sym   = d["symbol"]
+        label = d.get("label", sym)
+        pct   = d.get("pct")
+        price = d.get("price")
+        cls   = _pct_cls(pct)
+        arrow = "▲" if cls == "up" else "▼" if cls == "down" else ""
+        parts.append(
+            f'<div class="qt">'
+            f'<div class="qt-sym">{sym}</div>'
+            f'<div class="qt-name">{label}</div>'
+            f'<div class="qt-price">{_price_str(price, sym)}</div>'
+            f'<div class="qt-chg {cls}">{arrow} {_pct_str(pct)}</div>'
+            f'</div>'
+        )
+    return "\n".join(parts)
+
+
+def _positions_table(positions: List[Dict]) -> str:
+    rows = []
+    for p in positions:
+        upnl = p.get("unrealized_pnl")
+        upct = p.get("unrealized_pct")
+        dpct = p.get("day_pct")
+        cu = _pct_cls(upnl)
+        cd = _pct_cls(dpct)
+        price_str  = str(p.get("current_price") or "--")
+        mktv_str   = f"{p.get('market_value'):,.0f}" if p.get("market_value") else "--"
+        upnl_str   = ("+" if (upnl or 0) > 0 else "") + f"{upnl:,.0f}" if upnl is not None else "--"
+        upct_str   = _pct_str(upct)
+        dpct_str   = _pct_str(dpct)
+        rows.append(
+            f"<tr>"
+            f'<td class="sym">{p["symbol"]}</td>'
+            f'<td class="num">{p["net_qty"]:,}</td>'
+            f'<td class="num">{p["avg_cost"]:.4f}</td>'
+            f'<td class="num">{price_str}</td>'
+            f'<td class="num {cd}">{dpct_str}</td>'
+            f'<td class="num">{mktv_str}</td>'
+            f'<td class="num {cu}">{upnl_str}</td>'
+            f'<td class="num {cu}">{upct_str}</td>'
+            f"</tr>"
+        )
+    return (
+        '<table class="data-table">'
+        "<thead><tr>"
+        "<th>SYMBOL</th>"
+        '<th class="r">QTY</th>'
+        '<th class="r">AVG COST</th>'
+        '<th class="r">PRICE</th>'
+        '<th class="r">DAY CHG</th>'
+        '<th class="r">MKT VALUE</th>'
+        '<th class="r">UNREALIZED</th>'
+        '<th class="r">RETURN %</th>'
+        "</tr></thead>"
+        f"<tbody>{''.join(rows)}</tbody>"
+        "</table>"
+    )
+
+
+def _alerts_table(alerts: List[Dict]) -> str:
+    rows = []
+    for a in alerts[:15]:
+        cond  = (a.get("condition") or "").upper().replace("_", " ")
+        astat = "ACTIVE" if a.get("active") else "OFF"
+        bcls  = "badge-on" if a.get("active") else "badge-off"
+        rows.append(
+            f"<tr>"
+            f'<td class="sym">{a.get("symbol", "")}</td>'
+            f"<td>{cond}</td>"
+            f'<td class="num">{a.get("value", "")}</td>'
+            f'<td class="num dim">{a.get("trigger_count", 0)}x</td>'
+            f'<td><span class="badge {bcls}">{astat}</span></td>'
+            f"</tr>"
+        )
+    return (
+        '<table class="data-table">'
+        "<thead><tr>"
+        "<th>SYMBOL</th><th>CONDITION</th>"
+        '<th class="r">LEVEL</th>'
+        '<th class="r">TRIGGERED</th>'
+        "<th>STATUS</th>"
+        "</tr></thead>"
+        f"<tbody>{''.join(rows)}</tbody>"
+        "</table>"
+    )
+
+
+def _movers_table(items: List[Dict], limit: int = 8) -> str:
+    ranked = sorted(
+        [d for d in items if d.get("pct") is not None],
+        key=lambda d: d.get("pct") or 0,
+        reverse=True,
+    )[:limit]
+    rows = []
+    for d in ranked:
+        pct = d.get("pct")
+        cls = _pct_cls(pct)
+        rows.append(
+            f"<tr>"
+            f'<td class="sym">{d.get("symbol", "")}</td>'
+            f'<td>{d.get("label", d.get("symbol", ""))}</td>'
+            f'<td class="num">{_price_str(d.get("price"), d.get("symbol", ""))}</td>'
+            f'<td class="num {cls}">{_pct_str(pct)}</td>'
+            f"</tr>"
+        )
+    if not rows:
+        return '<div style="color:var(--text-muted);font-size:12px;padding:14px 0">NO MOVERS</div>'
+    return (
+        '<table class="data-table">'
+        "<thead><tr>"
+        "<th>SYMBOL</th><th>NAME</th>"
+        '<th class="r">PRICE</th>'
+        '<th class="r">CHG%</th>'
+        "</tr></thead>"
+        f"<tbody>{''.join(rows)}</tbody>"
+        "</table>"
+    )
+
+
+def _artifacts_list(artifacts: List[Dict]) -> str:
+    rows = []
+    for a in artifacts:
+        cat  = (a.get("category") or "").upper()
+        rows.append(
+            f"<tr>"
+            f'<td class="sym" style="font-size:10px">{cat}</td>'
+            f"<td><span style=\"color:var(--text-primary);font-size:12px\">{a['name']}</span></td>"
+            f'<td class="num dim">{a.get("size_kb", 0)} KB</td>'
+            f'<td class="dim">{a.get("mtime", "")}</td>'
+            f'<td><a href="file://{a["path"]}" target="_blank" class="badge badge-off" style="text-decoration:none">OPEN</a></td>'
+            f"</tr>"
+        )
+    return (
+        '<table class="data-table">'
+        "<thead><tr>"
+        "<th>TYPE</th><th>FILE</th>"
+        '<th class="r">SIZE</th>'
+        "<th>MODIFIED</th><th></th>"
+        "</tr></thead>"
+        f"<tbody>{''.join(rows)}</tbody>"
+        "</table>"
+    )
+
+
+def _metric_card(label: str, value: str, sub: str = "", cls: str = "") -> str:
+    val_cls = f' class="{cls}"' if cls else ""
+    return (
+        '<div class="metric">'
+        f'<div class="metric-label">{label}</div>'
+        f'<div class="metric-val{val_cls}">{value}</div>'
+        + (f'<div class="metric-sub">{sub}</div>' if sub else "")
+        + "</div>"
+    )
+
+
+# ── Main generator ─────────────────────────────────────────────────────────────
+
+def generate(
+    watchlist:   Optional[List[str]] = None,
+    config:      Optional[Dict]      = None,
+    mode:        str                 = "full",
+    output_path: Optional[Path]      = None,
+) -> Path:
+    now_str   = datetime.now().strftime("%Y-%m-%d %H:%M")
+    stamp     = datetime.now().strftime("%Y%m%d_%H%M%S")
+    watchlist = watchlist or (config or {}).get("watchlist") or ["AAPL", "MSFT", "NVDA", "SPY", "QQQ"]
+
+    positions, realized  = _load_portfolio()
+    alerts               = _load_alerts()
+    artifacts            = _load_recent_artifacts()
+
+    port_syms = [p["symbol"] for p in positions]
+    all_syms  = list(dict.fromkeys(_market_overview_symbols() + watchlist + port_syms))
+    prices    = _fetch_prices(all_syms)
+
+    for pos in positions:
+        q    = prices.get(pos["symbol"]) or {}
+        price = q.get("price", 0)
+        cost  = pos.get("avg_cost") or 0
+        qty   = pos.get("net_qty", 0)
+        pos["current_price"]  = price or None
+        pos["market_value"]   = round(price * qty, 2) if price else None
+        pos["unrealized_pnl"] = round((price - cost) * qty, 2) if price and cost else None
+        pos["unrealized_pct"] = round((price / cost - 1) * 100, 2) if price and cost else None
+        pos["day_pct"]        = q.get("pct_change")
+
+    total_mktv    = sum(p.get("market_value") or 0 for p in positions)
+    total_cost    = sum(p.get("cost_basis") or 0 for p in positions)
+    total_unreal  = sum(p.get("unrealized_pnl") or 0 for p in positions)
+    total_realized = sum(r.get("total_pnl", 0) for r in realized)
+
+    market_data = [
+        {"symbol": s, "label": _SYM_LABELS.get(s, s), "price": (prices.get(s) or {}).get("price"), "pct": (prices.get(s) or {}).get("pct_change")}
+        for s in _market_overview_symbols()
+    ]
+    watchlist_data = [
+        {"symbol": s, "label": s, "price": (prices.get(s) or {}).get("price"), "pct": (prices.get(s) or {}).get("pct_change")}
+        for s in watchlist
+    ]
+    _seen_symbols = set()
+    movers_data = []
+    for item in market_data + watchlist_data:
+        sym = item.get("symbol")
+        if sym and sym in _seen_symbols:
+            continue
+        if sym:
+            _seen_symbols.add(sym)
+        movers_data.append(item)
+
+    # ── Portfolio metrics ──────────────────────────────────────────────────────
+    mktv_str    = f"{total_mktv:,.0f}" if total_mktv else "--"
+    cost_str    = f"{total_cost:,.0f}" if total_cost else "--"
+    unreal_cls  = "up" if total_unreal > 0 else "down" if total_unreal < 0 else ""
+    unreal_str  = ("+" if total_unreal > 0 else "") + f"{total_unreal:,.0f}" if total_unreal else "--"
+    real_cls    = "up" if total_realized > 0 else "down" if total_realized < 0 else ""
+    real_str    = ("+" if total_realized > 0 else "") + f"{total_realized:,.0f}" if total_realized else "--"
+    active_alerts = len([a for a in alerts if a.get("active")])
+
+    positions_html = _positions_table(positions) if positions else (
+        '<div style="color:var(--text-muted);font-size:12px;padding:14px 0">'
+        'NO POSITIONS — add via /journal add buy SYMBOL QTY PRICE'
+        '</div>'
+    )
+    alerts_html = _alerts_table(alerts) if alerts else (
+        '<div style="color:var(--text-muted);font-size:12px;padding:14px 0">'
+        'NO ALERTS — add via /alert add SYMBOL gt 200'
+        '</div>'
+    )
+    artifacts_html = _artifacts_list(artifacts) if artifacts else (
+        '<div style="color:var(--text-muted);font-size:12px;padding:14px 0">'
+        'NO RECENT FILES — run /backtest or /report to generate'
+        '</div>'
+    )
+
+    mode = (mode or "full").lower().strip()
+    if mode not in {"full", "brief", "market", "portfolio"}:
+        mode = "full"
+
+    include_portfolio = mode in {"full", "portfolio"}
+    include_market = mode in {"full", "market", "brief", "portfolio"}
+    include_watchlist = mode in {"full", "market", "brief"}
+    include_alerts = mode in {"full", "portfolio"}
+    include_artifacts = mode in {"full", "portfolio"}
+    include_movers = mode in {"brief", "market", "full"}
+    mode_blurb = {
+        "brief": "MORNING BRIEF — INDEXES, MOVERS, WATCHLIST",
+        "market": "MARKET DASHBOARD — OVERVIEW, MOVERS, WATCHLIST",
+        "portfolio": "PORTFOLIO DASHBOARD — POSITIONS, ALERTS, FILES",
+        "full": "FULL TERMINAL — PORTFOLIO + MARKET + ALERTS + FILES",
+    }.get(mode, "FULL TERMINAL")
+
+    from apps.cli.prompts.ui import get_ui_css_base
+    css = get_ui_css_base()
+
+    html = f"""<!DOCTYPE html>
+<html lang="zh"><head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width,initial-scale=1.0">
+<title>ARIA TERMINAL — {now_str}</title>
+<style>
+{css}
+/* ── Dashboard-specific layout ── */
+.two-col {{ display: grid; grid-template-columns: 1fr 1fr; gap: 1px; background: var(--border); border: 1px solid var(--border); }}
+.two-col > * {{ background: var(--bg-primary); }}
+.col-inner {{ padding: 14px; }}
+.no-pos {{ color: var(--text-muted); font-size: 12px; padding: 14px 0; font-family: var(--font-mono); }}
+.data-source {{ font-size: 10px; color: var(--text-muted); font-family: var(--font-mono);
+  margin-top: 8px; letter-spacing: 0.04em; }}
+</style>
+</head>
+<body>
+
+<!-- ── Header ── -->
+<div class="topbar">
+  <div class="topbar-brand">ARIA <span>TERMINAL</span></div>
+  <div class="topbar-meta">GENERATED {now_str.upper()} &nbsp;·&nbsp; MODE: {mode.upper()} &nbsp;·&nbsp; DATA: MARKET DATA SERVICE + LOCAL DB &nbsp;·&nbsp; DELAYED/PROVIDER DEPENDENT</div>
+</div>
+
+<div class="section">
+  <div class="sh">{mode_blurb}</div>
+  <div class="metric-sub">Mode-specific layout keeps morning brief, market view, and portfolio view distinct.</div>
+</div>
+
+<!-- ── Portfolio Summary ── -->
+{f'''<div class="section">
+  <div class="sh">PORTFOLIO SUMMARY</div>
+  <div class="grid g4" style="margin-bottom:1px">
+    {_metric_card("MARKET VALUE", mktv_str)}
+    {_metric_card("COST BASIS", cost_str)}
+    {_metric_card("UNREALIZED P&L", unreal_str, sub="mark-to-market", cls=unreal_cls)}
+    {_metric_card("REALIZED P&L", real_str, sub="all closed trades", cls=real_cls)}
+  </div>
+</div>''' if include_portfolio else ''}
+
+<!-- ── Positions Table ── -->
+{f'''<div class="section">
+  <div class="sh">OPEN POSITIONS ({len(positions)})</div>
+  {positions_html}
+</div>''' if include_portfolio else ''}
+
+<!-- ── Market Overview ── -->
+{f'''<div class="section">
+  <div class="sh">TOP MOVERS</div>
+  {_movers_table(movers_data, limit=8)}
+</div>''' if include_movers else ''}
+
+{f'''<div class="section">
+  <div class="sh">MARKET OVERVIEW — A-SHARE</div>
+  <div class="grid g4" style="margin-bottom:1px">
+    {_quote_tiles(market_data[:4])}
+  </div>
+</div>''' if include_market else ''}
+
+{f'''<div class="section">
+  <div class="sh">MARKET OVERVIEW — US EQUITY</div>
+  <div class="grid g4" style="margin-bottom:1px">
+    {_quote_tiles(market_data[4:8])}
+  </div>
+</div>''' if include_market else ''}
+
+{f'''<div class="section">
+  <div class="sh">CRYPTO / COMMODITY / FX</div>
+  <div class="grid g4" style="margin-bottom:1px">
+    {_quote_tiles(market_data[8:])}
+  </div>
+  <div class="data-source">PRICES VIA ARIA MARKET DATA ROUTER — PROVIDER ATTRIBUTED — NOT FOR TRADING</div>
+</div>''' if include_market else ''}
+
+<!-- ── Watchlist ── -->
+{f'''<div class="section">
+  <div class="sh">WATCHLIST ({len(watchlist)} SYMBOLS)</div>
+  <div class="grid g{'6' if len(watchlist_data) > 4 else '4'}" style="margin-bottom:1px">
+    {_quote_tiles(watchlist_data)}
+  </div>
+</div>''' if include_watchlist else ''}
+
+<!-- ── Alerts + Artifacts ── -->
+{f'''<div class="two-col">
+  <div class="col-inner">
+    <div class="sh">PRICE ALERTS ({active_alerts} ACTIVE)</div>
+    {alerts_html}
+  </div>
+  <div class="col-inner">
+    <div class="sh">RECENT GENERATED FILES</div>
+    {artifacts_html}
+  </div>
+</div>''' if (include_alerts or include_artifacts) else ''}
+
+</body></html>"""
+
+    artifact = None
+    if output_path is None:
+        from artifacts import create_user_artifact
+
+        artifact = create_user_artifact("dashboards", mode, f"aria_dashboard_{mode}", ".html")
+        out = artifact.path
+    else:
+        out = output_path
+    out.parent.mkdir(parents=True, exist_ok=True)
+    out.write_text(html, encoding="utf-8")
+    if artifact is not None:
+        try:
+            from artifacts import write_artifact_metadata, write_artifact_raw_data
+
+            write_artifact_metadata(artifact, {
+                "kind": "dashboard",
+                "status": "complete",
+                "mode": mode,
+                "created_at": datetime.now().isoformat(timespec="seconds"),
+                "data": {
+                    "watchlist": watchlist,
+                    "market_symbols": _market_overview_symbols(),
+                    "position_count": len(positions),
+                    "alert_count": len(alerts),
+                },
+            })
+            write_artifact_raw_data(artifact, {
+                "market": market_data,
+                "watchlist": watchlist_data,
+                "positions": positions,
+                "alerts": alerts,
+            })
+        except Exception:
+            pass
+    return out
+
+
+def _open_in_browser(path: Path) -> None:
+    try:
+        sys_name = platform.system()
+        if sys_name == "Darwin":
+            subprocess.Popen(["open", str(path)], stdout=subprocess.DEVNULL, stderr=subprocess.DEVNULL)
+        elif sys_name == "Windows":
+            os.startfile(str(path))
+        else:
+            subprocess.Popen(["xdg-open", str(path)], stdout=subprocess.DEVNULL, stderr=subprocess.DEVNULL)
+    except Exception:
+        pass
+
+
+def generate_and_open(
+    watchlist: Optional[List[str]] = None,
+    config:    Optional[Dict]      = None,
+    mode:      str                 = "full",
+) -> Path:
+    out = generate(watchlist=watchlist, config=config, mode=mode)
+    _open_in_browser(out)
+    return out
+
+
+if __name__ == "__main__":
+    p = generate_and_open()
+    print(f"Dashboard saved: {p}")