Initial commit: invest-copilot app

src/backend/schemas/__init__.py

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+"""Pydantic v2 request/response schemas for the Invest Copilot API."""
+
+from .stock import (
+    SearchQuery,
+    SearchResult,
+    StockProfile,
+    PriceEvent,
+    Peer,
+    PeerGroupResponse,
+    StockProfileResponse,
+    SecFiling,
+    InsiderTrade,
+)
+from .price import PriceHistoryResponse
+from .watchlist import (
+    WatchlistCreate,
+    WatchlistUpdate,
+    WatchlistResponse,
+    WatchlistItemCreate,
+    WatchlistItem,
+    WatchlistWithPrices,
+)
+from .sec_filing import SecFiling as SecFilingSchema, SecFilingListResponse
+from .insider_trade import InsiderTrade as InsiderTradeSchema
+from .strategy import (
+    StrategyCreate,
+    StrategyUpdate,
+    StrategyResponse,
+    BacktestParams,
+    BacktestResult,
+    BacktestResponse,
+)
+from .alert import AlertResponse
+from .sector_rotation import (
+    SectorRotation,
+    SectorRotationResponse,
+    RotationHistoryParams,
+)
+from .screener import (
+    ScreenerCreate,
+    ScreenerResponse,
+    ScreenerResult,
+    ScreenerRunResponse,
+    ScreenerResultsResponse,
+)
+
+__all__ = [
+    # Stock
+    "SearchQuery",
+    "SearchResult",
+    "StockProfile",
+    "PriceEvent",
+    "Peer",
+    "PeerGroupResponse",
+    "StockProfileResponse",
+    "SecFiling",
+    "InsiderTrade",
+    # Price
+    "PriceHistoryResponse",
+    # Watchlist
+    "WatchlistCreate",
+    "WatchlistUpdate",
+    "WatchlistResponse",
+    "WatchlistItemCreate",
+    "WatchlistItem",
+    "WatchlistWithPrices",
+    # SEC
+    "SecFilingSchema",
+    "SecFilingListResponse",
+    # Insider
+    "InsiderTradeSchema",
+    # Strategy
+    "StrategyCreate",
+    "StrategyUpdate",
+    "StrategyResponse",
+    "BacktestParams",
+    "BacktestResult",
+    "BacktestResponse",
+    # Alert
+    "AlertResponse",
+    # Sector
+    "SectorRotation",
+    "SectorRotationResponse",
+    "RotationHistoryParams",
+    # Screener
+    "ScreenerCreate",
+    "ScreenerResponse",
+    "ScreenerResult",
+    "ScreenerRunResponse",
+    "ScreenerResultsResponse",
+]

src/backend/schemas/alert.py

@@ -0,0 +1,49 @@
+"""Pydantic schemas for alert endpoints."""
+
+from datetime import datetime
+from typing import Optional, Any
+
+from pydantic import BaseModel
+
+
+class AlertCreate(BaseModel):
+    """Request schema for creating an alert."""
+    watchlist_id: str
+    type: str
+    trigger_type: Optional[str] = None
+    message: str
+    severity: Optional[str] = "info"
+    ticker: Optional[str] = None
+    metadata: dict[str, Any] = {}
+
+
+class AlertUpdate(BaseModel):
+    """Request schema for updating an alert."""
+    message: Optional[str] = None
+    severity: Optional[str] = None
+    trigger_type: Optional[str] = None
+    metadata: Optional[dict[str, Any]] = None
+
+
+class AlertResponse(BaseModel):
+    """Alert response."""
+    id: str
+    watchlist_id: str
+    type: str
+    trigger_type: Optional[str] = None
+    message: str
+    severity: str = "info"
+    ticker: Optional[str] = None
+    status: str = "active"
+    triggered_at: Optional[datetime] = None
+    resolved_at: Optional[datetime] = None
+    metadata: dict[str, Any] = {}
+    created_at: Optional[datetime] = None
+
+
+class AlertListResponse(BaseModel):
+    """Paginated alert list response."""
+    alerts: list[AlertResponse]
+    total: int
+    page: int
+    page_size: int

src/backend/schemas/auth.py

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+"""Authentication schemas."""
+
+from typing import Optional
+
+from pydantic import BaseModel, EmailStr
+
+
+class UserCreate(BaseModel):
+    """Request schema for user registration."""
+    email: EmailStr
+    password: str
+    name: Optional[str] = None
+
+
+class UserLogin(BaseModel):
+    """Request schema for user login."""
+    email: EmailStr
+    password: str
+
+
+class TokenResponse(BaseModel):
+    """Response schema for authentication tokens."""
+    access_token: str
+    token_type: str = "bearer"
+    user_id: str
+    email: str
+    name: Optional[str] = None
+
+
+class CurrentUserResponse(BaseModel):
+    """Response schema for current user profile."""
+    id: str
+    email: str
+    name: Optional[str] = None
+    timezone: str = "UTC"
+
+
+class ForgotPasswordRequest(BaseModel):
+    """Request schema for forgot password."""
+    email: EmailStr
+
+
+class ResetPasswordRequest(BaseModel):
+    """Request schema for reset password."""
+    token: str
+    password: str
+    confirm_password: str
+
+    def validate_passwords_match(self):
+        if self.password != self.confirm_password:
+            raise ValueError("Passwords do not match")
+        if len(self.password) < 6:
+            raise ValueError("Password must be at least 6 characters")
+
+
+class PasswordResetResponse(BaseModel):
+    """Response schema for password reset."""
+    message: str
+    success: bool = True
+
+
+class ForgotPasswordResponse(BaseModel):
+    """Response schema for forgot password (always returns success to prevent email enumeration)."""
+    message: str
+    success: bool = True

src/backend/schemas/insider_trade.py

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+"""Pydantic schemas for insider trade endpoints."""
+
+from datetime import date
+from typing import Optional
+
+from pydantic import BaseModel
+
+
+class InsiderTrade(BaseModel):
+    """Insider trade response."""
+    ticker: str
+    insiderName: Optional[str] = None
+    insiderTitle: Optional[str] = None
+    transactionDate: Optional[date] = None
+    transactionType: Optional[str] = None
+    shares: Optional[int] = None
+    pricePerShare: Optional[float] = None
+    totalValue: Optional[float] = None
+    sharesOwnedAfter: Optional[int] = None
+    filingDate: Optional[date] = None

src/backend/schemas/price.py

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+"""Pydantic schemas for price endpoints."""
+
+from typing import Optional
+
+from pydantic import BaseModel
+
+
+class PriceHistoryResponse(BaseModel):
+    """Response for price history query."""
+    ticker: str
+    interval: str = "1d"
+    data: list[dict] = []

src/backend/schemas/screener.py

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+"""Pydantic schemas for screener endpoints."""
+
+from datetime import datetime
+from typing import Optional, Any
+
+from pydantic import BaseModel, Field
+
+
+class ScreenerFilter(BaseModel):
+    """Single filter/condition for a screener."""
+    field: str
+    operator: str
+    value: Any
+
+
+class ScreenerRunRequest(BaseModel):
+    """Request schema for running a screener."""
+    background: bool = False
+
+
+class ScreenerCreate(BaseModel):
+    """Request schema for creating a screener."""
+    name: str
+    description: Optional[str] = None
+    filters: list[ScreenerFilter]
+
+
+class ScreenerUpdate(BaseModel):
+    """Request schema for updating a screener."""
+    name: Optional[str] = None
+    description: Optional[str] = None
+    filters: Optional[list[ScreenerFilter]] = None
+
+
+class ScreenerResponse(BaseModel):
+    """Screener response."""
+    id: str
+    name: str
+    description: Optional[str] = None
+    filters: Optional[list[ScreenerFilter]] = None
+    last_run_at: Optional[datetime] = None
+    results_count: int = 0
+    created_at: Optional[datetime] = None
+    updated_at: Optional[datetime] = None
+
+
+class ScreenerResult(BaseModel):
+    """Single screener result."""
+    ticker: str
+    match_score: Optional[float] = None
+    ranked_position: Optional[int] = None
+    result_data: Optional[dict] = None
+
+
+class ScreenerRunResponse(BaseModel):
+    """Response from running a screener."""
+    message: str
+    results: list[ScreenerResult] = []
+
+
+class ScreenerResultsResponse(BaseModel):
+    """Response from getting last screener results."""
+    screener_id: str
+    results: list[ScreenerResult] = []
+    run_at: Optional[datetime] = None

src/backend/schemas/sec_filing.py

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+"""Pydantic schemas for SEC filing endpoints."""
+
+from datetime import date
+from typing import Optional
+
+from pydantic import BaseModel
+
+
+class SecFiling(BaseModel):
+    """SEC filing response."""
+    ticker: str
+    cik: Optional[str] = None
+    formType: str
+    filingDate: Optional[date] = None
+    reportDate: Optional[date] = None
+    accessionNumber: Optional[str] = None
+    url: Optional[str] = None
+    contentSummary: Optional[str] = None
+    sentimentScore: Optional[float] = None
+    tags: Optional[list[str]] = []
+
+
+class SecFilingListResponse(BaseModel):
+    """Response for SEC filings list."""
+    filings: list[SecFiling] = []

src/backend/schemas/sector_rotation.py

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+"""Pydantic schemas for sector rotation endpoints."""
+
+from datetime import date, datetime
+from typing import Optional
+
+from pydantic import BaseModel
+
+
+class SectorRotation(BaseModel):
+    """Single sector rotation record."""
+    detectionDate: Optional[date] = None
+    sectorTicker: str
+    sectorName: Optional[str] = None
+    rankNow: Optional[int] = None
+    rankPrevious: Optional[int] = None
+    rankChange: Optional[int] = None
+    momentum20d: Optional[float] = None
+    momentum50d: Optional[float] = None
+    momentum200d: Optional[float] = None
+    relativeStrength: Optional[float] = None
+    signal: Optional[str] = None
+    analysisSummary: Optional[str] = None
+    macroContext: Optional[dict] = None
+
+
+class SectorRotationResponse(BaseModel):
+    """Sector rotation response."""
+    date: Optional[date] = None
+    rotations: list[SectorRotation] = []
+    inRotation: list[str] = []
+    outOfRotation: list[str] = []
+    macroContext: Optional[dict] = None
+
+
+class RotationHistoryParams(BaseModel):
+    """Query params for rotation history."""
+    from_date: date
+    to: Optional[date] = None
+    sector: Optional[str] = None
+
+
+class SectorMomentum(BaseModel):
+    """Sector momentum data."""
+    sectorTicker: str
+    sectorName: Optional[str] = None
+    momentum20d: Optional[float] = None
+    relativeStrength: Optional[float] = None
+
+
+class SectorRotationHistoryEntry(BaseModel):
+    """Single entry in rotation history."""
+    id: str
+    sector: str
+    momentumScore: float
+    rank: int
+    date: date
+    createdAt: Optional[datetime] = None
+
+
+class SectorRotationHistoryResponse(BaseModel):
+    """Sector rotation history response."""
+    data: list[SectorRotationHistoryEntry] = []
+    total: int = 0

src/backend/schemas/stock.py

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+"""Pydantic schemas for stock endpoints."""
+
+from datetime import datetime, date
+from decimal import Decimal
+from typing import Optional, Any
+
+from pydantic import BaseModel, ConfigDict, Field
+
+
+class SearchQuery(BaseModel):
+    """Query parameters for stock search."""
+    q: str = Field(..., min_length=1, max_length=50)
+    limit: int = Field(default=10, ge=1, le=50)
+
+
+class SearchResult(BaseModel):
+    """Search result from stock search."""
+    ticker: str
+    name: Optional[str] = None
+    exchange: Optional[str] = None
+    sector: Optional[str] = None
+    marketCap: Optional[float] = None
+
+
+class StockProfile(BaseModel):
+    """Stock profile from stock_profiles table."""
+    ticker: str
+    name: Optional[str] = None
+    exchange: Optional[str] = None
+    sector: Optional[str] = None
+    industry: Optional[str] = None
+    marketCap: Optional[float] = None
+    description: Optional[str] = None
+    website: Optional[str] = None
+    ceo: Optional[str] = None
+    employees: Optional[int] = None
+    peRatio: Optional[float] = None
+    eps: Optional[float] = None
+    dividendYield: Optional[float] = None
+    beta: Optional[float] = None
+
+
+class PriceEvent(BaseModel):
+    """Single price event from prices table."""
+    ticker: Optional[str] = None
+    date: datetime
+    open: Optional[float] = None
+    high: Optional[float] = None
+    low: Optional[float] = None
+    close: Optional[float] = None
+    volume: Optional[int] = None
+    adjustedClose: Optional[float] = None
+
+
+class Peer(BaseModel):
+    """Peer company info."""
+    ticker: str
+    name: Optional[str] = None
+    similarityScore: Optional[float] = None
+    relativeStrength: Optional[float] = None
+    priceChange1d: Optional[float] = None
+    priceChange5d: Optional[float] = None
+    priceChange30d: Optional[float] = None
+
+
+class PeerGroupResponse(BaseModel):
+    """Peer group response."""
+    ticker: str
+    peers: list[Peer] = []
+    benchmark: Optional[str] = None
+    benchmarkChange1d: Optional[float] = None
+
+
+class StockProfileResponse(BaseModel):
+    """Full stock profile response."""
+    profile: StockProfile
+    price: Optional[PriceEvent] = None
+    peers: list[Peer] = []
+    sentiment: Optional["SentimentResponse"] = None
+    secFilings: list["SecFiling"] = []
+    insiderTrades: list["InsiderTrade"] = []
+
+
+# Forward references for circular imports
+class SecFiling(BaseModel):
+    ticker: str
+    cik: Optional[str] = None
+    formType: str
+    filingDate: Optional[date] = None
+    reportDate: Optional[date] = None
+    accessionNumber: Optional[str] = None
+    url: Optional[str] = None
+    contentSummary: Optional[str] = None
+    sentimentScore: Optional[float] = None
+    tags: Optional[list[str]] = []
+
+
+class InsiderTrade(BaseModel):
+    ticker: str
+    insiderName: Optional[str] = None
+    insiderTitle: Optional[str] = None
+    transactionDate: Optional[date] = None
+    transactionType: Optional[str] = None
+    shares: Optional[int] = None
+    pricePerShare: Optional[float] = None
+    totalValue: Optional[float] = None
+    sharesOwnedAfter: Optional[int] = None
+    filingDate: Optional[date] = None
+
+
+class SentimentSignal(BaseModel):
+    source: str
+    score: float
+    confidence: float
+    timestamp: Optional[datetime] = None
+    context: Optional[str] = None
+
+
+class SentimentResponse(BaseModel):
+    ticker: str
+    signals: list[SentimentSignal] = []
+    averageScore: float
+    confidence: float

src/backend/schemas/strategy.py

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+"""Pydantic schemas for strategy endpoints."""
+
+from datetime import datetime, date
+from typing import Optional, Any
+
+from pydantic import BaseModel, Field
+
+
+class StrategyCondition(BaseModel):
+    """Single condition rule for a strategy."""
+    indicator: str
+    operator: str = Field(pattern=r"^(lt|gt|lte|gte|eq|neq|crossover|crossbelow)$")
+    value: Optional[float] = None
+    period: Optional[int] = None
+    source: Optional[str] = None
+    description: Optional[str] = None
+
+
+class StrategyCreate(BaseModel):
+    """Request schema for creating a strategy."""
+    name: str = Field(..., min_length=1, max_length=255)
+    description: Optional[str] = Field(default=None, max_length=1000)
+    type: str = Field(..., pattern=r"^(technical|fundamental|hybrid)$")
+    conditions: dict = Field(..., description="Structured strategy conditions with rules and logic")
+
+
+class StrategyUpdate(BaseModel):
+    """Request schema for updating a strategy."""
+    name: Optional[str] = None
+    description: Optional[str] = None
+    conditions: Optional[dict] = None
+
+
+class StrategyResponse(BaseModel):
+    """Strategy response."""
+    id: str
+    name: str
+    description: Optional[str] = None
+    type: str
+    conditions: dict
+    backtestResults: Optional[dict] = None
+    createdAt: Optional[datetime] = None
+    updatedAt: Optional[datetime] = None
+
+
+class BacktestParams(BaseModel):
+    """Parameters for running a backtest."""
+    start_date: Optional[date] = None
+    end_date: Optional[date] = None
+    watchlist_id: Optional[str] = None
+
+
+class BacktestResult(BaseModel):
+    """Backtest result response."""
+    startDate: Optional[date] = None
+    endDate: Optional[date] = None
+    totalReturn: Optional[float] = None
+    annualizedReturn: Optional[float] = None
+    maxDrawdown: Optional[float] = None
+    sharpeRatio: Optional[float] = None
+    winRate: Optional[float] = None
+    totalTrades: Optional[int] = None
+    avgHoldTime: Optional[str] = None
+    equityCurve: Optional[list[float]] = []
+
+
+class BacktestResponse(BaseModel):
+    """Response from strategy backtest."""
+    strategy_id: str
+    results: BacktestResult
+    runAt: datetime

src/backend/schemas/watchlist.py

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+"""Pydantic schemas for watchlist endpoints."""
+
+from datetime import datetime
+from typing import Optional
+
+from pydantic import BaseModel, Field
+
+
+class WatchlistCreate(BaseModel):
+    """Request schema for creating a watchlist."""
+    name: str = Field(..., min_length=1, max_length=255)
+    description: Optional[str] = Field(default=None, max_length=1000)
+
+
+class WatchlistUpdate(BaseModel):
+    """Request schema for updating a watchlist."""
+    name: Optional[str] = Field(default=None, max_length=255)
+    description: Optional[str] = Field(default=None, max_length=1000)
+
+
+class WatchlistResponse(BaseModel):
+    """Response schema for a watchlist."""
+    id: str
+    name: str
+    description: Optional[str] = None
+    isDefault: bool = False
+    itemCount: int = 0
+    createdAt: Optional[datetime] = None
+    updatedAt: Optional[datetime] = None
+
+
+class WatchlistItemCreate(BaseModel):
+    """Request schema for adding an item to a watchlist."""
+    ticker: str = Field(..., max_length=20)
+    type: str = Field(default="stock", pattern=r"^(stock|etf|index)$")
+    notes: Optional[str] = Field(default=None, max_length=500)
+
+
+class WatchlistItem(BaseModel):
+    """Watchlist item response."""
+    ticker: str
+    type: str
+    notes: Optional[str] = None
+    addedAt: Optional[datetime] = None
+    priceAtAddition: Optional[float] = None
+    currentPrice: Optional[float] = None
+    priceChange1d: Optional[float] = None
+    priceChangePercent: Optional[float] = None
+    marketCap: Optional[float] = None
+
+
+class WatchlistWithPrices(BaseModel):
+    """Watchlist with items and live prices."""
+    id: str
+    name: str
+    description: Optional[str] = None
+    isDefault: bool = False
+    itemCount: int = 0
+    createdAt: Optional[datetime] = None
+    updatedAt: Optional[datetime] = None
+    items: list[WatchlistItem] = []