Initial commit: invest-copilot app

2026-05-30 11:29:20 -04:00
commit c70d6035cc
193 changed files with 22423 additions and 0 deletions
@@ -0,0 +1,193 @@
+import database
+"""Stock profile endpoint — GET /api/v1/stocks/{ticker}."""
+
+import logging
+
+from fastapi import APIRouter, HTTPException
+
+from cache import get_or_set
+from database import execute_query, execute_one
+from schemas.stock import (
+    Peer,
+    PriceEvent,
+    SecFiling,
+    InsiderTrade,
+    StockProfile,
+    StockProfileResponse,
+)
+
+logger = logging.getLogger(__name__)
+router = APIRouter(prefix="/stocks", tags=["stocks"])
+
+
+@router.get(
+    "/{ticker}",
+    summary="Get full stock profile with all data",
+    response_model=StockProfileResponse,
+    responses={404: {"description": "Stock not found"}},
+)
+async def get_stock_profile(ticker: str):
+    """Get complete stock profile including price, peers, sentiment, filings, and insider trades."""
+    ticker = ticker.upper().strip()
+
+    # Cache key for this ticker
+    cache_key = f"stock:{ticker}"
+
+    async def _fetch_full_profile():
+        # 1. Stock profile
+        row = await database.execute_one(
+            "SELECT * FROM stock_profiles WHERE ticker = $1",
+            (ticker,),
+        )
+        if not row:
+            raise HTTPException(status_code=404, detail=f"Stock {ticker} not found")
+
+        profile = StockProfile(
+            ticker=row["ticker"],
+            name=row.get("name"),
+            exchange=row.get("exchange"),
+            sector=row.get("sector"),
+            industry=row.get("industry"),
+            marketCap=float(row["market_cap"]) if row.get("market_cap") else None,
+            description=row.get("description"),
+            website=row.get("website"),
+            ceo=row.get("ceo"),
+            employees=row.get("employees"),
+            peRatio=float(row["pe_ratio"]) if row.get("pe_ratio") else None,
+            eps=float(row["eps"]) if row.get("eps") else None,
+            dividendYield=float(row["dividend_yield"]) if row.get("dividend_yield") else None,
+            beta=float(row["beta"]) if row.get("beta") else None,
+        )
+
+        # 2. Latest price
+        price_row = await database.execute_one(
+            "SELECT ticker, date, open, high, low, close, volume, adjusted_close "
+            "FROM prices WHERE ticker = $1 ORDER BY date DESC LIMIT 1",
+            (ticker,),
+        )
+        price = None
+        if price_row:
+            price = PriceEvent(
+                ticker=ticker,
+                date=price_row["date"],
+                open=float(price_row["open"]) if price_row.get("open") else None,
+                high=float(price_row["high"]) if price_row.get("high") else None,
+                low=float(price_row["low"]) if price_row.get("low") else None,
+                close=float(price_row["close"]) if price_row.get("close") else None,
+                volume=int(price_row["volume"]) if price_row.get("volume") else None,
+                adjustedClose=float(price_row["adjusted_close"]) if price_row.get("adjusted_close") else None,
+            )
+
+        # 3. Peers (from peers.py endpoint, not inline)
+        peers = await _fetch_peers(ticker)
+
+        # 4. SEC filings (last 20)
+        filings = await _fetch_filings(ticker)
+
+        # 5. Insider trades (last 20)
+        insider_trades = await _fetch_insider_trades(ticker)
+
+        return StockProfileResponse(
+            profile=profile,
+            price=price,
+            peers=peers,
+            secFilings=filings,
+            insiderTrades=insider_trades,
+        )
+
+    result = await get_or_set(cache_key, _fetch_full_profile, expire=60)
+    return result
+
+
+async def _fetch_peers(ticker: str) -> list[Peer]:
+    """Fetch peer companies from peer_groups table."""
+    rows = await database.execute_query(
+        """
+        SELECT pg.ticker, pg.peer_ticker, pg.similarity_score,
+               sp.name,
+               (p2.close - p2.close_1d) / NULLIF(p2.close_1d, 0) * 100 AS price_change_1d
+        FROM peer_groups pg
+        JOIN stock_profiles sp ON pg.peer_ticker = sp.ticker
+        LEFT JOIN LATERAL (
+            SELECT close FROM prices WHERE ticker = pg.peer_ticker ORDER BY date DESC LIMIT 1
+        ) p2 ON true
+        LEFT JOIN LATERAL (
+            SELECT close FROM prices WHERE ticker = pg.peer_ticker ORDER BY date DESC LIMIT 1 OFFSET 1
+        ) p2d ON true
+        WHERE pg.ticker = $1
+        ORDER BY pg.similarity_score DESC
+        LIMIT 10
+        """,
+        (ticker,),
+    )
+    return [
+        Peer(
+            ticker=r["peer_ticker"],
+            name=r.get("name"),
+            similarityScore=float(r["similarity_score"]) if r.get("similarity_score") else None,
+            relativeStrength=None,
+            priceChange1d=float(r["price_change_1d"]) if r.get("price_change_1d") else None,
+        )
+        for r in rows
+    ]
+
+
+async def _fetch_filings(ticker: str, limit: int = 20) -> list[SecFiling]:
+    """Fetch recent SEC filings for a ticker."""
+    rows = await database.execute_query(
+        """
+        SELECT ticker, cik, form_type, filing_date, report_date,
+               accession_number, url, content_summary, sentiment_score, tags
+        FROM sec_filings
+        WHERE ticker = $1
+        ORDER BY filing_date DESC
+        LIMIT $2
+        """,
+        (ticker, limit),
+    )
+    return [
+        SecFiling(
+            ticker=r["ticker"],
+            cik=r.get("cik"),
+            formType=r["form_type"],
+            filingDate=r["filing_date"],
+            reportDate=r["report_date"],
+            accessionNumber=r.get("accession_number"),
+            url=r.get("url"),
+            contentSummary=r.get("content_summary"),
+            sentimentScore=float(r["sentiment_score"]) if r.get("sentiment_score") else None,
+            tags=r.get("tags"),
+        )
+        for r in rows
+    ]
+
+
+async def _fetch_insider_trades(ticker: str, limit: int = 20) -> list[InsiderTrade]:
+    """Fetch recent insider trades for a ticker."""
+    rows = await database.execute_query(
+        """
+        SELECT ticker, insider_name, insider_title, transaction_date,
+               transaction_type, shares, price_per_share, total_value,
+               shares_owned_after, filing_date
+        FROM insider_trades
+        WHERE ticker = $1
+        ORDER BY transaction_date DESC
+        LIMIT $2
+        """,
+        (ticker, limit),
+    )
+    return [
+        InsiderTrade(
+            ticker=r["ticker"],
+            insiderName=r.get("insider_name"),
+            insiderTitle=r.get("insider_title"),
+            transactionDate=r["transaction_date"],
+            transactionType=r.get("transaction_type"),
+            shares=int(r["shares"]) if r.get("shares") else None,
+            pricePerShare=float(r["price_per_share"]) if r.get("price_per_share") else None,
+            totalValue=float(r["total_value"]) if r.get("total_value") else None,
+            sharesOwnedAfter=int(r["shares_owned_after"]) if r.get("shares_owned_after") else None,
+            filingDate=r.get("filing_date"),
+        )
+        for r in rows
+    ]