2026-06-29 17:51:54 -04:00
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// Thin typed client over the tRPC backend (DESIGN.md §2). Slice 1 uses a fetch wrapper
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// rather than @trpc/client to keep the Next app decoupled from the server's Node-native
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// type graph; the server is a real tRPC server and full end-to-end client types can be
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// layered later without changing this surface.
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2026-07-23 18:02:24 -04:00
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import type { OptionChainRow, OptionGreeks } from "@/types/options";
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2026-06-29 17:51:54 -04:00
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export interface Quote {
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symbol: string;
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price: number;
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bid?: number | null;
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ask?: number | null;
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change?: number | null;
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changePercent?: number | null;
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iv?: number | null;
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}
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export interface PriceCandle {
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ts: string;
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o: number;
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h: number;
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l: number;
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c: number;
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v: number;
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adjClose?: number | null;
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}
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export interface SymbolMeta {
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symbol: string;
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name?: string | null;
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sector?: string | null;
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industry?: string | null;
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exchange?: string | null;
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tickerKind: string;
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2026-07-23 18:02:24 -04:00
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description?: string | null;
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website?: string | null;
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marketCap?: number | null;
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currency?: string | null;
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employees?: number | null;
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country?: string | null;
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city?: string | null;
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2026-06-29 17:51:54 -04:00
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peers?: string[] | null;
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}
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2026-07-23 18:02:24 -04:00
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export interface XPost {
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post_id: string;
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author_handle: string;
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body_text: string | null;
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posted_at: string;
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engagement: number;
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cashtag?: string | null;
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attribution?: string | null;
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}
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export interface XAccountRow {
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id: string;
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symbol: string;
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handle: string;
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label: string;
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created_at: string;
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}
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export interface XCredentialsStatus {
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configured: boolean;
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healthy: 'healthy' | 'degraded';
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lastError: string | null;
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updatedAt: string | null;
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}
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export interface SectorRotationItem {
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symbol: string;
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name: string;
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/** Legacy: inflow ≈ leading, outflow ≈ lagging (RS vs SPY, not abs flow). */
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group: 'outflow' | 'inflow';
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subGroup: string;
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kind?: 'sector' | 'style' | 'region' | 'thematic';
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leadership?: 'leading' | 'lagging' | 'inline' | 'unknown';
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earlyWatch?: boolean;
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rank1M?: number | null;
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rank1W?: number | null;
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relVol?: number | null;
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oneWeek: number | null;
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oneMonth: number | null;
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threeMonth: number | null;
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sixMonth: number | null;
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oneYear: number | null;
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rsOneWeek?: number | null;
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rsOneMonth?: number | null;
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rsThreeMonth?: number | null;
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rsSixMonth?: number | null;
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rsOneYear?: number | null;
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}
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export interface AlertEventRow {
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id: string;
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userId: string;
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type: string;
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severity: string;
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title: string;
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description: string;
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symbol?: string;
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createdAt: string;
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acknowledged: boolean;
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dedupKey: string;
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payload: Record<string, unknown>;
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}
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2026-07-23 20:51:47 -04:00
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export interface AlertSubscriptionRow {
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id: string;
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owner_id: string;
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watchlist_id: string | null;
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symbol: string | null;
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alert_type: string;
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enabled: boolean;
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params: string;
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last_fired: string | null;
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created_at: string;
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}
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export interface SmtpConfigRow {
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host: string;
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port: number;
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secure: boolean;
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user: string | null;
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passEnc: string | null;
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fromName: string;
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fromEmail: string;
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enabled: boolean;
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}
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export interface SmtpConfigUpdate {
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host?: string;
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port?: number;
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secure?: boolean;
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user?: string | null;
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pass?: string | null;
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fromName?: string;
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fromEmail?: string;
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enabled?: boolean;
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}
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2026-07-23 18:02:24 -04:00
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export interface RotationData {
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sectors: SectorRotationItem[];
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signal: {
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strength: 'none' | 'weak' | 'moderate' | 'strong';
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spread: number;
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inflowAvg: number;
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outflowAvg: number;
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leadingSubGroup: string;
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laggingSubGroup?: string;
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inflowConfirmation: string;
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outflowConfirmation: string;
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earlyWatchCount?: number;
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daysSince: number | null;
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summary?: string;
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};
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benchmark?: string;
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coveredSymbols?: number;
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totalSymbols?: number;
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earlyHistory?: Array<{ date: string; symbol: string; name: string; rs1w: number | null }>;
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lesson?: string;
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fetchedAt: string;
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}
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export interface MarketCondition {
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regime: 'trending-up' | 'trending-down' | 'range-bound';
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regimePlain?: string;
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confidence: number;
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factors: string[];
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explanation: string;
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metrics: {
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spy1M: number | null;
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vix: number | null;
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treasury10Y: number | null;
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treasury2Y: number | null;
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curve10y2y: number | null;
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unemployment: number | null;
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};
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risks: Array<{
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id: string;
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label: string;
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severity: 'info' | 'warning' | 'elevated';
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detail: string;
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}>;
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updatedAt: string;
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lesson: string;
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}
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export interface SeasonalityMonth {
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month: number;
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monthName: string;
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avgReturnPct: number;
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winRate: number;
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sampleYears: number;
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}
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export interface HorizonReturns {
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oneWeek: number | null;
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oneMonth: number | null;
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threeMonth: number | null;
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sixMonth: number | null;
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oneYear: number | null;
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threeYear: number | null;
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fiveYear: number | null;
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}
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export interface TickerContext {
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symbol: string;
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name: string | null;
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sector: string | null;
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industry: string | null;
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tickerKind: string;
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performance: {
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symbol: HorizonReturns;
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vsMarket: HorizonReturns;
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vsSector: HorizonReturns | null;
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vsPeers1M: number | null;
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marketStance1M: "outperforming" | "underperforming" | "inline" | "unknown";
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sectorStance1M: "outperforming" | "underperforming" | "inline" | "unknown";
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peerStance1M: "outperforming" | "underperforming" | "inline" | "unknown";
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};
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market: {
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regime: string | null;
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confidence: number | null;
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spyReturns: HorizonReturns;
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};
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sectorContext: {
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label: string | null;
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etf: string | null;
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etfReturns: HorizonReturns | null;
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leadership: string | null;
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};
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themeContext: {
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label: string | null;
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etf: string | null;
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etfReturns: HorizonReturns | null;
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};
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classification?: {
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note: string | null;
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vendorSector: string | null;
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vendorIndustry: string | null;
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};
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peers: Array<{
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symbol: string;
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name: string | null;
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oneMonth: number | null;
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rsVsMarket1M: number | null;
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}>;
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summary: {
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headline: string;
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market: string;
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sector: string;
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peers: string;
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synthesis: string;
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};
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}
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export interface SeasonalityData {
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symbol: string;
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months: SeasonalityMonth[];
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currentMonth: number;
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currentMonthAvgPct: number | null;
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currentMonthWinRate: number | null;
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currentMonthSampleYears: number;
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halfYear: {
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winterAvgPct: number | null;
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summerAvgPct: number | null;
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whichHalf: 'winter' | 'summer';
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};
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electionCycle: {
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year: number;
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yearInCycle: 1 | 2 | 3 | 4;
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label: string;
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};
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calendar: {
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dayOfMonth: number;
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nearTurnOfMonth: boolean;
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quarter: 1 | 2 | 3 | 4;
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nearQuarterEnd: boolean;
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};
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events: Array<{
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id: string;
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title: string;
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when: string;
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impact: 'high' | 'medium';
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plainWhy: string;
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}>;
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hasEnoughHistory: boolean;
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lesson: string;
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}
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export interface RotationAlertCheckResult {
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signal: string;
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spread: number;
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inflowAvg: number;
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outflowAvg: number;
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prevSignal: string | null;
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alertsCreated: number;
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}
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export interface SectorHolding {
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symbol: string;
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name: string;
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weight: number;
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price: number | null;
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change: number | null;
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changePercent: number | null;
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volume: number | null;
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marketCap: number | null;
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returns1W: number | null;
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returns1M: number | null;
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returns3M: number | null;
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returns6M: number | null;
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returns1Y: number | null;
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}
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export interface SectorHoldingsResult {
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symbol: string;
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holdings: SectorHolding[];
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/** composition source: live Yahoo, 24h cache, static fallback, or empty */
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source?: "live" | "cache" | "static" | "empty";
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}
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export interface TruckSalesObservation {
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date: string;
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value: number;
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}
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export interface TruckSalesData {
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observations: TruckSalesObservation[];
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seriesTitle: string;
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units: string;
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configured: boolean;
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error?: string;
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}
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export interface ManufacturingPmiData {
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observations: TruckSalesObservation[];
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seriesTitle: string;
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units: string;
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configured: boolean;
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error?: string;
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}
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export interface XFedFeed {
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cashtagPosts: XPost[];
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accountPosts: XPost[];
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nextCursor: string | null;
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configured: boolean;
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health?: { healthy: 'healthy' | 'degraded'; lastError: string | null } | null;
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}
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export interface MacroCommentary {
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shortTerm: string;
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longTerm: string;
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disclaimer: string;
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}
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2026-06-29 17:51:54 -04:00
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export interface Snapshot {
|
|
|
|
|
symbol: string;
|
|
|
|
|
quote: Quote | null;
|
|
|
|
|
candles: PriceCandle[] | null;
|
|
|
|
|
sector: SymbolMeta | null;
|
|
|
|
|
stale: { quote: boolean; candles: boolean; sector: boolean };
|
|
|
|
|
}
|
|
|
|
|
export interface AuthUser {
|
|
|
|
|
userId: string;
|
|
|
|
|
email?: string;
|
|
|
|
|
complexity?: string;
|
|
|
|
|
riskTolerance?: string;
|
|
|
|
|
convexityPosture?: string;
|
2026-06-29 21:31:59 -04:00
|
|
|
onboarded?: boolean;
|
2026-07-25 11:38:23 -04:00
|
|
|
modules?: string[];
|
2026-06-29 17:51:54 -04:00
|
|
|
}
|
|
|
|
|
|
2026-06-30 08:54:33 -04:00
|
|
|
// 8-second timeout for all tRPC calls to prevent hung requests.
|
|
|
|
|
const TRPC_TIMEOUT_MS = 8_000;
|
|
|
|
|
|
2026-06-29 17:51:54 -04:00
|
|
|
async function parse<T>(res: Response): Promise<T> {
|
2026-06-30 08:54:33 -04:00
|
|
|
if (!res.ok) {
|
|
|
|
|
const body = await res.text();
|
|
|
|
|
throw new Error(`tRPC ${res.status}: ${body}`);
|
|
|
|
|
}
|
2026-06-29 17:51:54 -04:00
|
|
|
const json = await res.json();
|
|
|
|
|
if (json?.error) {
|
2026-06-30 08:54:33 -04:00
|
|
|
throw new Error(`tRPC error: ${json.error.message ?? json.error.data?.code ?? "unknown"}`);
|
2026-06-29 17:51:54 -04:00
|
|
|
}
|
|
|
|
|
return json.result.data as T;
|
|
|
|
|
}
|
2026-06-30 08:54:33 -04:00
|
|
|
|
2026-06-29 17:51:54 -04:00
|
|
|
async function trpcQuery<T>(procedure: string, input?: unknown): Promise<T> {
|
2026-06-30 08:54:33 -04:00
|
|
|
const controller = new AbortController();
|
|
|
|
|
const timer = setTimeout(() => controller.abort(), TRPC_TIMEOUT_MS);
|
|
|
|
|
try {
|
|
|
|
|
const search = input ? `?input=${encodeURIComponent(JSON.stringify(input))}` : "";
|
|
|
|
|
const res = await fetch(`/api/trpc/${procedure}${search}`, {
|
|
|
|
|
headers: { "content-type": "application/json" },
|
|
|
|
|
credentials: "include",
|
|
|
|
|
signal: controller.signal,
|
|
|
|
|
});
|
|
|
|
|
return parse<T>(res);
|
2026-07-25 11:42:33 -04:00
|
|
|
} catch (e) {
|
|
|
|
|
if (e instanceof DOMException && e.name === "AbortError") {
|
|
|
|
|
throw new Error(`Request timed out (${TRPC_TIMEOUT_MS / 1000}s)`);
|
|
|
|
|
}
|
|
|
|
|
throw e;
|
2026-06-30 08:54:33 -04:00
|
|
|
} finally {
|
|
|
|
|
clearTimeout(timer);
|
|
|
|
|
}
|
2026-06-29 21:31:59 -04:00
|
|
|
}
|
2026-06-30 08:54:33 -04:00
|
|
|
|
2026-06-29 21:31:59 -04:00
|
|
|
async function trpcMutate<T>(procedure: string, input: unknown): Promise<T> {
|
2026-06-30 08:54:33 -04:00
|
|
|
const controller = new AbortController();
|
|
|
|
|
const timer = setTimeout(() => controller.abort(), TRPC_TIMEOUT_MS);
|
|
|
|
|
try {
|
|
|
|
|
const res = await fetch(`/api/trpc/${procedure}`, {
|
|
|
|
|
method: "POST",
|
|
|
|
|
headers: { "content-type": "application/json" },
|
|
|
|
|
credentials: "include",
|
|
|
|
|
body: JSON.stringify(input),
|
|
|
|
|
signal: controller.signal,
|
|
|
|
|
});
|
|
|
|
|
return parse<T>(res);
|
2026-07-25 11:42:33 -04:00
|
|
|
} catch (e) {
|
|
|
|
|
if (e instanceof DOMException && e.name === "AbortError") {
|
|
|
|
|
throw new Error(`Request timed out (${TRPC_TIMEOUT_MS / 1000}s)`);
|
|
|
|
|
}
|
|
|
|
|
throw e;
|
2026-06-30 08:54:33 -04:00
|
|
|
} finally {
|
|
|
|
|
clearTimeout(timer);
|
|
|
|
|
}
|
2026-06-29 17:51:54 -04:00
|
|
|
}
|
|
|
|
|
|
2026-06-29 21:31:59 -04:00
|
|
|
export type Complexity = "beginner" | "intermediate" | "advanced";
|
|
|
|
|
export interface StarterEntry { symbol: string; tickerKind: string; reason: string; }
|
|
|
|
|
export interface PortfolioEntry { symbol: string; qty: number; avgCost: number; acquiredAt: string; }
|
2026-06-29 17:51:54 -04:00
|
|
|
|
2026-07-23 18:02:24 -04:00
|
|
|
export interface IndicatorPeriods {
|
|
|
|
|
ema: number[];
|
|
|
|
|
rsi: number;
|
|
|
|
|
relvol: number;
|
|
|
|
|
}
|
2026-06-30 08:46:47 -04:00
|
|
|
export interface IndicatorOptions {
|
2026-07-23 18:02:24 -04:00
|
|
|
periods?: IndicatorPeriods;
|
|
|
|
|
timeframe?: '1d' | '1wk' | '1mo';
|
2026-06-30 08:46:47 -04:00
|
|
|
}
|
|
|
|
|
export interface IndicatorResult {
|
2026-07-23 18:02:24 -04:00
|
|
|
ema?: Record<number, (number | null)[]>;
|
|
|
|
|
rsi?: (number | null)[];
|
|
|
|
|
relvol?: (number | null)[];
|
|
|
|
|
macd?: { macdLine: (number | null)[]; signalLine: (number | null)[]; histogram: (number | null)[] };
|
2026-06-30 08:46:47 -04:00
|
|
|
}
|
|
|
|
|
|
2026-07-05 08:50:12 -04:00
|
|
|
// --- EDGAR / SEC Filings types (Slice 6 / M6) -------------------------------
|
|
|
|
|
|
|
|
|
|
export interface EdgarFiling {
|
|
|
|
|
form: string;
|
|
|
|
|
dateReporter: string;
|
|
|
|
|
accessionNumber: string;
|
|
|
|
|
accessionNormalization: string;
|
|
|
|
|
reportDate: string;
|
|
|
|
|
reportFile: string;
|
|
|
|
|
primaryDocument: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface FilerMeta {
|
|
|
|
|
cik: string;
|
|
|
|
|
name: string | null;
|
|
|
|
|
sic: string | null;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface Form13fHolding {
|
|
|
|
|
cusip: string;
|
|
|
|
|
issuerName: string;
|
|
|
|
|
value: number;
|
|
|
|
|
sshPrnamt: number;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface Form13fResult {
|
|
|
|
|
holdings: Form13fHolding[];
|
2026-07-12 20:19:12 -04:00
|
|
|
total: number;
|
2026-07-05 08:50:12 -04:00
|
|
|
accession: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface Form4Transaction {
|
|
|
|
|
reporter: string;
|
|
|
|
|
relationship: string;
|
|
|
|
|
securityTitle: string;
|
|
|
|
|
transactionDate: string;
|
|
|
|
|
transactionCode: string;
|
|
|
|
|
shares: number;
|
|
|
|
|
price: number;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface Form4Result {
|
|
|
|
|
transactions: Form4Transaction[];
|
|
|
|
|
accession: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface FilingsSearchResult {
|
|
|
|
|
filings: Array<Record<string, unknown>>;
|
|
|
|
|
}
|
|
|
|
|
|
2026-06-29 17:51:54 -04:00
|
|
|
export const api = {
|
2026-06-30 08:46:47 -04:00
|
|
|
market: {
|
|
|
|
|
snapshot: (symbol: string) => trpcQuery<Snapshot>("market.snapshot", { symbol }),
|
2026-07-23 18:02:24 -04:00
|
|
|
tickerContext: (symbol: string) => trpcQuery<TickerContext>("market.tickerContext", { symbol }),
|
|
|
|
|
candles: async (symbol: string, timeframe = "1d") => trpcQuery<{ symbol: string; timeframe: string; candles: PriceCandle[]; isStale: boolean }>("market.candles", { symbol, timeframe }).then((r) => r?.candles ?? []),
|
2026-06-30 08:46:47 -04:00
|
|
|
indicators: (symbol: string, opts: IndicatorOptions) =>
|
|
|
|
|
trpcQuery<IndicatorResult>("market.indicators", { symbol, ...opts }),
|
2026-07-23 18:02:24 -04:00
|
|
|
truckSales: () => trpcQuery<TruckSalesData>("market.truckSales"),
|
|
|
|
|
manufacturingPmi: () => trpcQuery<ManufacturingPmiData>("market.manufacturingPmi"),
|
|
|
|
|
condition: () => trpcQuery<MarketCondition>("market.condition"),
|
|
|
|
|
rotation: () => trpcQuery<RotationData>("market.rotation"),
|
|
|
|
|
rotationCheckForAlert: () => trpcMutate<RotationAlertCheckResult>("market.rotationCheckForAlert", {}),
|
|
|
|
|
seasonality: (symbol?: string) =>
|
|
|
|
|
trpcQuery<SeasonalityData>("market.seasonality", symbol ? { symbol } : {}),
|
|
|
|
|
sectorHoldings: (etfSymbol: string) => trpcQuery<SectorHoldingsResult>("market.sectorHoldings", { etfSymbol }),
|
|
|
|
|
commentary: () => trpcQuery<MacroCommentary>("macro.commentary"),
|
2026-06-30 08:46:47 -04:00
|
|
|
},
|
2026-07-05 08:50:12 -04:00
|
|
|
edgar: {
|
|
|
|
|
filings_index: (input: { cik: string; formTypes?: string[]; dateRange?: { from?: string; to?: string } }) =>
|
|
|
|
|
trpcQuery<{ filings: EdgarFiling[]; cik: string }>("edgar.filings_index", input),
|
|
|
|
|
company_facts: (cik: string) =>
|
|
|
|
|
trpcQuery<{ facts: Record<string, unknown>; cik: string }>("edgar.company_facts", { cik }),
|
|
|
|
|
filer_cik_meta: (cik: string) =>
|
|
|
|
|
trpcQuery<{ meta: FilerMeta; cik: string }>("edgar.filer_cik_meta", { cik }),
|
|
|
|
|
full_text_search: (q: string) =>
|
|
|
|
|
trpcQuery<FilingsSearchResult>("edgar.full_text_search", { q }),
|
2026-07-12 20:19:12 -04:00
|
|
|
form13f_holdings: (cik: string, accession: string, opts?: { limit?: number; offset?: number }) =>
|
|
|
|
|
trpcQuery<Form13fResult>("edgar.form13f_holdings", {
|
|
|
|
|
cik,
|
|
|
|
|
accession,
|
|
|
|
|
...(opts?.limit != null ? { limit: opts.limit } : {}),
|
|
|
|
|
...(opts?.offset != null ? { offset: opts.offset } : {}),
|
|
|
|
|
}),
|
2026-07-05 08:50:12 -04:00
|
|
|
form4_tx: (cik: string, accession: string) =>
|
|
|
|
|
trpcQuery<{ transactions: Form4Result }>("edgar.form4_tx", { cik, accession }),
|
|
|
|
|
},
|
2026-06-29 17:51:54 -04:00
|
|
|
auth: {
|
|
|
|
|
signup: (email: string, password: string) => trpcMutate<{ userId: string }>("auth.signup", { email, password }),
|
2026-06-29 21:21:09 -04:00
|
|
|
login: (email: string, password: string, totp?: string) => trpcMutate<{ userId: string }>("auth.login", { email, password, ...(totp ? { totp } : {}) }),
|
2026-06-29 17:51:54 -04:00
|
|
|
logout: () => trpcMutate<{ ok: boolean }>("auth.logout", {}),
|
|
|
|
|
me: () => trpcQuery<AuthUser | null>("auth.me"),
|
2026-06-29 21:21:09 -04:00
|
|
|
enable2fa: () => trpcMutate<{ totpSecret: string; qrUrl: string; backupCodes: string[] }>("auth.enable2fa", {}),
|
|
|
|
|
confirm2fa: (totp: string) => trpcMutate<{ ok: boolean }>("auth.confirm2fa", { totp }),
|
|
|
|
|
oauthStart: (provider: "github" | "google", redirectUri: string) => trpcMutate<{ redirectUrl: string; state: string }>("auth.oauthStart", { provider, redirectUri }),
|
2026-06-29 17:51:54 -04:00
|
|
|
},
|
2026-06-29 21:31:59 -04:00
|
|
|
onboarding: {
|
|
|
|
|
starter: () => trpcQuery<{ watchlist: StarterEntry[]; disclaimer: string }>("onboarding.starter"),
|
|
|
|
|
complete: (input: { complexity: Complexity; drawdownTolerancePct?: number; firstWatchlistSymbols?: string[]; portfolio?: PortfolioEntry[] }) =>
|
|
|
|
|
trpcMutate<{ ok: boolean; watchlistId: string }>("onboarding.complete", input),
|
|
|
|
|
},
|
2026-07-05 08:50:12 -04:00
|
|
|
watchlists: {
|
|
|
|
|
list: () => trpcQuery<WatchlistEntry[]>("watchlists.list"),
|
2026-07-23 20:51:47 -04:00
|
|
|
listByWatchlist: (name: string) => trpcQuery<WatchlistEntry[]>("watchlists.listByWatchlist", { name }),
|
2026-07-25 11:38:23 -04:00
|
|
|
listWatchlists: () => trpcQuery<Array<{ id: string; name: string; symbol_count: number; sort_order: number; created_at: string; kind?: string; class_key?: string | null; class_label?: string | null }>>("watchlists.listWatchlists"),
|
|
|
|
|
create: (name: string) => trpcMutate<{ id: string; name: string; symbol_count: number; sort_order: number; created_at: string; kind?: string }>("watchlists.create", { name }),
|
2026-07-23 20:51:47 -04:00
|
|
|
delete: (name: string) => trpcMutate<{ deleted: boolean }>("watchlists.delete", { name }),
|
|
|
|
|
rename: (oldName: string, newName: string) => trpcMutate<{ renamed: boolean }>("watchlists.rename", { oldName, newName }),
|
|
|
|
|
reorder: (orders: { id: string; sort_order: number }[]) => trpcMutate<{ ok: boolean }>("watchlists.reorder", { orders }),
|
2026-07-25 11:38:23 -04:00
|
|
|
moveSymbol: (symbol: string, fromWatchlist?: string, toWatchlist?: string) =>
|
|
|
|
|
trpcMutate<{ moved: boolean }>("watchlists.moveSymbol", { symbol, ...(fromWatchlist ? { fromWatchlist } : {}), ...(toWatchlist ? { toWatchlist } : {}) }),
|
2026-07-23 20:51:47 -04:00
|
|
|
addSymbol: (symbol: string, watchlistName?: string, notes?: string) =>
|
|
|
|
|
trpcMutate<{ added: boolean }>("watchlists.addSymbol", { symbol, ...(watchlistName ? { watchlistName } : {}), ...(notes ? { notes } : {}) }),
|
|
|
|
|
removeSymbol: (symbol: string, watchlistName?: string) =>
|
|
|
|
|
trpcMutate<{ removed: boolean }>("watchlists.removeSymbol", { symbol, ...(watchlistName ? { watchlistName } : {}) }),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
|
|
|
|
options: {
|
|
|
|
|
chain: (symbol: string, opts?: { expiry?: string }) =>
|
2026-07-23 18:02:24 -04:00
|
|
|
trpcQuery<{ symbol: string; expiration: string | null; rows: OptionChainRow[] }>("options.chain", { symbol, ...opts }),
|
2026-07-05 08:50:12 -04:00
|
|
|
greeks: (symbol: string, opts?: { expiry?: string; strike?: number }) =>
|
2026-07-23 18:02:24 -04:00
|
|
|
trpcQuery<{ symbol: string; greeks: OptionGreeks | null; strike?: number; right?: "call" | "put"; lastPrice?: number; impliedVolatility?: number }>("options.greeks", { symbol, ...opts }),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
|
|
|
|
portfolio: {
|
|
|
|
|
holdings: () => trpcQuery<PortfolioHolding[]>("portfolio.holdings"),
|
|
|
|
|
addHolding: (symbol: string, shares: number, avgCost: number) => trpcMutate<{ created: boolean }>("portfolio.addHolding", { symbol, shares, avgCost }),
|
|
|
|
|
removeHolding: (symbol: string) => trpcMutate<{ removed: boolean }>("portfolio.removeHolding", { symbol }),
|
2026-07-23 18:02:24 -04:00
|
|
|
optionLegs: () => trpcQuery<PortfolioOptionLeg[]>("portfolio.optionLegs"),
|
|
|
|
|
addOptionLeg: (input: AddOptionLegInput) =>
|
|
|
|
|
trpcMutate<{ id: string; legs: PortfolioOptionLeg[] }>("portfolio.addOptionLeg", input),
|
|
|
|
|
removeOptionLeg: (id: string) => trpcMutate<{ removed: boolean }>("portfolio.removeOptionLeg", { id }),
|
|
|
|
|
},
|
|
|
|
|
sizing: {
|
|
|
|
|
compute: (input: {
|
|
|
|
|
symbol: string;
|
|
|
|
|
tier: "A_STAR" | "A" | "B" | "C";
|
|
|
|
|
riskFraction: number;
|
|
|
|
|
stopPerShare: number;
|
|
|
|
|
equity: number;
|
|
|
|
|
complexity?: "beginner" | "intermediate" | "advanced";
|
|
|
|
|
regime?: "trending-up" | "trending-down" | "range-bound";
|
|
|
|
|
aStarUnlocked?: boolean;
|
|
|
|
|
macroOverrideReason?: string;
|
|
|
|
|
}) =>
|
|
|
|
|
trpcQuery<SizingResult>("sizing.compute", input),
|
|
|
|
|
},
|
|
|
|
|
risk: {
|
|
|
|
|
posture: (input: {
|
|
|
|
|
equity: number;
|
|
|
|
|
peakEquity?: number;
|
|
|
|
|
drawdownTolerancePct?: number;
|
|
|
|
|
regime?: "trending-up" | "trending-down" | "range-bound";
|
|
|
|
|
plans?: Array<{
|
|
|
|
|
symbol: string;
|
|
|
|
|
stopPrice?: number;
|
|
|
|
|
rewardTarget?: number;
|
|
|
|
|
cluster?: string;
|
|
|
|
|
}>;
|
|
|
|
|
}) => trpcQuery<RiskPostureResult>("risk.posture", input),
|
|
|
|
|
haltStatus: () =>
|
|
|
|
|
trpcQuery<{ active: boolean; haltedUntil: string | null; triggeredBy: string | null }>("risk.haltStatus"),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
|
|
|
|
dashboard: {
|
2026-07-12 12:55:59 -04:00
|
|
|
rollup: () => trpcQuery<Record<string, unknown>[]>("dashboard.rollup", {}),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
|
|
|
|
institutional: {
|
|
|
|
|
flow: (symbol: string) =>
|
|
|
|
|
trpcQuery<{ symbol: string; flow: Array<Record<string, unknown>>; quarters: string[] }>("institutional.flow", { symbol }),
|
2026-07-12 12:55:59 -04:00
|
|
|
insiderStream: (symbol: string, limit = 200) =>
|
2026-07-05 08:50:12 -04:00
|
|
|
trpcQuery<{ symbol: string; events: Array<Record<string, unknown>>; netShares: number; count: number }>("institutional.insiderStream", { symbol, limit }),
|
2026-07-23 18:02:24 -04:00
|
|
|
ownershipHistory: (symbol: string) =>
|
|
|
|
|
trpcQuery<{ symbol: string; months: Array<{ month: string; total_shares: number; num_filers: number }> }>("institutional.ownershipHistory", { symbol }),
|
|
|
|
|
buyEvents: (symbol: string) =>
|
|
|
|
|
trpcQuery<{ symbol: string; events: Array<{ filerName: string | null; sharesAdded: number; estimatedPrice: number; date: string }> }>("institutional.buyEvents", { symbol }),
|
|
|
|
|
analystRatings: (symbol: string) =>
|
|
|
|
|
trpcQuery<{ symbol: string; ratings: Array<{ firm: string; action: string | null; gradeFrom: string | null; gradeTo: string | null; ratingDate: string; targetFrom: number | null; targetTo: number | null }>; consensus: { strongBuy: number; buy: number; hold: number; sell: number; strongSell: number } | null; error?: string }>("institutional.analystRatings", { symbol }),
|
2026-07-25 12:09:21 -04:00
|
|
|
shortInterest: (symbol: string) =>
|
|
|
|
|
trpcQuery<{ symbol: string; sharesShort: number | null; sharesShortPriorMonth: number | null; sharesPercentSharesOut: number | null; shortRatio: number | null; shortPercentOfFloat: number | null; dateShortInterest: string | null; floatShares: number | null; sharesOutstanding: number | null; stale: boolean; provenance: { fetchedAt: string; sourceKind: string; rawSourceId?: string } | null }>("institutional.shortInterest", { symbol }),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
|
|
|
|
emotionLogger: {
|
|
|
|
|
add: (input: { tradeExecutionId: string; priceAtEvent?: number; emotion: string; note?: string }) =>
|
|
|
|
|
trpcMutate<{ success: boolean; log: Record<string, unknown> }>("emotionLogger.add", input),
|
|
|
|
|
getByTrade: (tradeExecutionId: string) =>
|
|
|
|
|
trpcQuery<{ logs: Record<string, unknown>[] }>("emotionLogger.getByTrade", { tradeExecutionId }),
|
|
|
|
|
delete: (id: string) =>
|
|
|
|
|
trpcMutate<{ success: boolean }>("emotionLogger.delete", { id }),
|
|
|
|
|
},
|
|
|
|
|
alerts: {
|
2026-07-23 18:02:24 -04:00
|
|
|
list: (limit = 50) => trpcQuery<AlertEventRow[]>("alerts.list", { limit }),
|
|
|
|
|
acknowledge: (alertId: string) => trpcMutate<{ ok: boolean }>("alerts.acknowledge", { alertId }),
|
2026-07-05 08:50:12 -04:00
|
|
|
unackedCount: () => trpcQuery<{ count: number }>("alerts.unackedCount"),
|
2026-07-23 18:02:24 -04:00
|
|
|
acknowledgeAll: () => trpcMutate<{ ok: boolean }>("alerts.acknowledgeAll", {}),
|
2026-07-23 20:51:47 -04:00
|
|
|
createSubscription: (input: { alertType: string; watchlistId?: string; symbol?: string; params?: string }) =>
|
|
|
|
|
trpcMutate<AlertSubscriptionRow>("alerts.createSubscription", input),
|
|
|
|
|
listSubscriptions: (symbol?: string) =>
|
|
|
|
|
trpcQuery<AlertSubscriptionRow[]>("alerts.listSubscriptions", symbol ? { symbol } : {}),
|
|
|
|
|
updateSubscription: (id: string, updates: { enabled?: boolean; params?: string }) =>
|
|
|
|
|
trpcMutate<AlertSubscriptionRow>("alerts.updateSubscription", { id, ...updates }),
|
|
|
|
|
deleteSubscription: (id: string) =>
|
|
|
|
|
trpcMutate<{ ok: boolean }>("alerts.deleteSubscription", { id }),
|
2026-07-23 18:02:24 -04:00
|
|
|
},
|
|
|
|
|
x: {
|
|
|
|
|
cashtag_search: (symbol: string, limit = 30) => trpcQuery<{ posts: XPost[]; configured: boolean }>("x.cashtag_search", { symbol, limit }),
|
|
|
|
|
feed: (symbol: string, cursor?: string) => trpcQuery<XFedFeed>("x.feed", { symbol, limit: 10, cursor }),
|
|
|
|
|
accountsForSymbol: (symbol: string) => trpcQuery<Array<{id:string; handle:string; label:string}>>("x.accountsForSymbol", { symbol }),
|
2026-07-05 08:50:12 -04:00
|
|
|
},
|
2026-07-12 12:55:59 -04:00
|
|
|
admin: {
|
2026-07-25 11:38:23 -04:00
|
|
|
usersList: () => trpcQuery<Array<{ id: string; email: string; complexity: string; created_at: string; is_admin: number; status: string; modules: string }>>("admin.usersList"),
|
|
|
|
|
setUserModules: (userId: string, modules: string[]) => trpcMutate<{ ok: boolean }>("admin.setUserModules", { userId, modules }),
|
|
|
|
|
disableUser: (userId: string) => trpcMutate<{ ok: boolean }>("admin.disableUser", { userId }),
|
|
|
|
|
enableUser: (userId: string) => trpcMutate<{ ok: boolean }>("admin.enableUser", { userId }),
|
|
|
|
|
deleteUser: (userId: string) => trpcMutate<{ ok: boolean }>("admin.deleteUser", { userId }),
|
2026-07-12 12:55:59 -04:00
|
|
|
userSessions: (userId: string) => trpcQuery<Array<{ id: string; user_id: string; expires_at: string; created_at: string }>>("admin.userSessions", { userId }),
|
|
|
|
|
resetPassword: (email: string, tempPassword: string) => trpcMutate<{ userId: string }>("admin.resetPassword", { email, tempPassword }),
|
|
|
|
|
queueHealth: () => trpcQuery<Array<{ source: string; status: string; count: number; last_attempt: string | null; retry_count: number; backoff_until: string | null }>>("admin.queueHealth"),
|
|
|
|
|
resetBackoff: (sourceKind: string) => trpcMutate<{ cleared: number }>("admin.resetBackoff", { sourceKind }),
|
|
|
|
|
queueSecFetch: (symbol: string) => trpcMutate<{ ok: boolean }>("admin.queueSecFetch", { symbol }),
|
|
|
|
|
queueStatus: () => trpcQuery<QueueStatus>("admin.queueStatus"),
|
|
|
|
|
queuePause: () => trpcMutate<{ paused: boolean }>("admin.queuePause", undefined),
|
|
|
|
|
queueResume: () => trpcMutate<{ paused: boolean }>("admin.queueResume", undefined),
|
|
|
|
|
queueClearDone: (olderThanHours: number) => trpcMutate<{ cleared: number }>("admin.queueClearDone", { olderThanHours }),
|
|
|
|
|
queueSchedules: () => trpcQuery<ScheduleEntry[]>("admin.queueSchedules"),
|
|
|
|
|
queueSetSchedule: (sourceKind: string, intervalMs: number) => trpcMutate<{ ok: boolean }>("admin.queueSetSchedule", { sourceKind, intervalMs }),
|
|
|
|
|
queueDeleteSchedule: (sourceKind: string) => trpcMutate<{ ok: boolean }>("admin.queueDeleteSchedule", { sourceKind }),
|
|
|
|
|
queueLogs: (key: string, limit: number) => trpcQuery<ErrorLogEntry[]>("admin.queueLogs", { key, limit }),
|
|
|
|
|
queueRetryJob: (key: string) => trpcMutate<{ ok: boolean }>("admin.queueRetryJob", { key }),
|
|
|
|
|
queueRetrySource: (sourceKind: string) => trpcMutate<{ cleared: number }>("admin.queueRetrySource", { sourceKind }),
|
|
|
|
|
auditLog: (limit = 50, offset = 0, actor?: string, action?: string) =>
|
|
|
|
|
trpcQuery<Array<{ id: string; actor: string; action: string; target: string | null; ts: string; meta: string | null }>>("admin.auditLog", { limit, offset, ...(actor ? { actor } : {}), ...(action ? { action } : {}) }),
|
2026-07-12 20:19:12 -04:00
|
|
|
queueLint: (symbol: string, kind: 'sec-lint-holders' | 'sec-lint-insiders') =>
|
|
|
|
|
trpcMutate<LintResult>("admin.queueLint", { symbol, kind }),
|
|
|
|
|
queueLintAll: (input: { kind: 'sec-lint-holders' | 'sec-lint-insiders' }) =>
|
|
|
|
|
trpcMutate<{ total: number; results: LintResult[] }>("admin.queueLintAll", input),
|
2026-07-23 18:02:24 -04:00
|
|
|
xCredentialsStatus: () => trpcQuery<XCredentialsStatus>("admin.xCredentialsStatus"),
|
|
|
|
|
xCredentialsSet: (ct0: string, auth_token: string) => trpcMutate<{ ok: boolean }>("admin.xCredentialsSet", { ct0, auth_token }),
|
|
|
|
|
fredKeyStatus: () => trpcQuery<{ configured: boolean }>("admin.fredKeyStatus"),
|
|
|
|
|
fredKeySet: (apiKey: string) => trpcMutate<{ ok: boolean }>("admin.fredKeySet", { apiKey }),
|
|
|
|
|
xAccountsList: () => trpcQuery<XAccountRow[]>("admin.xAccountsList"),
|
|
|
|
|
xAccountAdd: (symbol: string, handle: string, label?: string) => trpcMutate<{ id: string }>("admin.xAccountAdd", { symbol, handle, ...(label ? { label } : {}) }),
|
|
|
|
|
xAccountRemove: (id: string) => trpcMutate<{ ok: boolean }>("admin.xAccountRemove", { id }),
|
|
|
|
|
xPrune: (olderThanDays?: number) => trpcMutate<{ deleted: number }>("admin.xPrune", { olderThanDays: olderThanDays ?? 30 }),
|
|
|
|
|
pendingUsers: () => trpcQuery<Array<{ id: string; email: string; complexity: string; created_at: string }>>("admin.pendingUsers"),
|
|
|
|
|
approveUser: (userId: string) => trpcMutate<{ ok: boolean }>("admin.approveUser", { userId }),
|
|
|
|
|
rejectUser: (userId: string) => trpcMutate<{ ok: boolean }>("admin.rejectUser", { userId }),
|
2026-07-12 20:19:12 -04:00
|
|
|
dataQualityList: (input?: { symbol?: string; kind?: 'institution_filings' | 'insider_transactions' }) =>
|
|
|
|
|
trpcQuery<DataQualityRow[]>("admin.dataQualityList", input ?? {}),
|
2026-07-23 18:02:24 -04:00
|
|
|
serverRestart: (target: 'backend' | 'frontend' | 'all' = 'all') =>
|
|
|
|
|
trpcMutate<{ ok: boolean; backend: string; frontend: string }>("admin.serverRestart", { target }),
|
2026-07-23 20:51:47 -04:00
|
|
|
smtpConfig: () => trpcQuery<SmtpConfigRow>("admin.smtpConfig"),
|
|
|
|
|
smtpConfigUpdate: (input: SmtpConfigUpdate) =>
|
|
|
|
|
trpcMutate<{ ok: boolean }>("admin.smtpConfigUpdate", input),
|
|
|
|
|
smtpConfigTest: () => trpcMutate<{ ok: boolean }>("admin.smtpConfigTest", {}),
|
2026-07-12 12:55:59 -04:00
|
|
|
},
|
2026-06-29 17:51:54 -04:00
|
|
|
};
|
2026-07-05 08:50:12 -04:00
|
|
|
|
2026-07-12 20:19:12 -04:00
|
|
|
export interface LintResult {
|
|
|
|
|
symbol: string;
|
|
|
|
|
kind: string;
|
|
|
|
|
discoveredCount: number;
|
|
|
|
|
storedCount: number;
|
|
|
|
|
missingCount: number;
|
|
|
|
|
backfilled: number;
|
|
|
|
|
stale: number;
|
|
|
|
|
status: 'ok' | 'gaps_found' | 'stale' | 'error';
|
|
|
|
|
detail: Record<string, unknown>;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface DataQualityRow {
|
|
|
|
|
symbol: string;
|
|
|
|
|
kind: string;
|
|
|
|
|
last_checked_at: string;
|
|
|
|
|
stored_count: number;
|
|
|
|
|
discovered_count: number;
|
|
|
|
|
missing_count: number;
|
|
|
|
|
stale: number;
|
|
|
|
|
status: string;
|
|
|
|
|
detail: string;
|
|
|
|
|
}
|
|
|
|
|
|
2026-07-05 08:50:12 -04:00
|
|
|
export interface WatchlistEntry {
|
|
|
|
|
symbol: string;
|
|
|
|
|
added_at: string;
|
|
|
|
|
notes?: string | null;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface PortfolioHolding {
|
|
|
|
|
symbol: string;
|
|
|
|
|
shares: number;
|
|
|
|
|
avg_cost: number;
|
|
|
|
|
added_at: string;
|
|
|
|
|
}
|
2026-07-12 12:55:59 -04:00
|
|
|
|
2026-07-23 18:02:24 -04:00
|
|
|
export type OptionRight = "call" | "put";
|
|
|
|
|
export type OptionSide = "long" | "short";
|
|
|
|
|
export type OptionRole =
|
|
|
|
|
| "long_call"
|
|
|
|
|
| "long_put"
|
|
|
|
|
| "covered_call"
|
|
|
|
|
| "cash_secured_put"
|
|
|
|
|
| "other";
|
|
|
|
|
|
|
|
|
|
export interface PortfolioOptionLeg {
|
|
|
|
|
id: string;
|
|
|
|
|
underlying: string;
|
|
|
|
|
right: OptionRight;
|
|
|
|
|
side: OptionSide;
|
|
|
|
|
strike: number;
|
|
|
|
|
expiry: string;
|
|
|
|
|
contracts: number;
|
|
|
|
|
premium: number;
|
|
|
|
|
multiplier: number;
|
|
|
|
|
role: OptionRole;
|
|
|
|
|
acquired_at: string;
|
|
|
|
|
note: string | null;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface AddOptionLegInput {
|
|
|
|
|
underlying: string;
|
|
|
|
|
right: OptionRight;
|
|
|
|
|
side: OptionSide;
|
|
|
|
|
strike: number;
|
|
|
|
|
expiry: string;
|
|
|
|
|
contracts: number;
|
|
|
|
|
premium: number;
|
|
|
|
|
multiplier?: number;
|
|
|
|
|
role?: OptionRole;
|
|
|
|
|
note?: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface OptionRiskSummary {
|
|
|
|
|
legsCount: number;
|
|
|
|
|
premiumAtRiskUsd: number;
|
|
|
|
|
cashReservedUsd: number;
|
|
|
|
|
creditReceivedUsd: number;
|
|
|
|
|
capitalCommittedUsd: number;
|
|
|
|
|
uncoveredShortCallCount: number;
|
|
|
|
|
byUnderlying: Record<
|
|
|
|
|
string,
|
|
|
|
|
{
|
|
|
|
|
premiumAtRiskUsd: number;
|
|
|
|
|
cashReservedUsd: number;
|
|
|
|
|
creditReceivedUsd: number;
|
|
|
|
|
legs: number;
|
|
|
|
|
uncoveredShortCalls: number;
|
|
|
|
|
}
|
|
|
|
|
>;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface SizingLayer {
|
|
|
|
|
name: string;
|
|
|
|
|
value: number;
|
|
|
|
|
explanation: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface SizingResult {
|
|
|
|
|
shares: number;
|
|
|
|
|
layers: SizingLayer[];
|
|
|
|
|
explanations: string[];
|
|
|
|
|
blocked: boolean;
|
|
|
|
|
blockReason: string | null;
|
|
|
|
|
override: "macro" | "cluster" | null;
|
|
|
|
|
halted?: boolean;
|
|
|
|
|
footer?: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface RiskRecommendation {
|
|
|
|
|
id: string;
|
|
|
|
|
tradeOff: string;
|
|
|
|
|
explanation: string;
|
|
|
|
|
severity: "warning" | "info";
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface RiskPostureResult {
|
|
|
|
|
asymmetry: number;
|
|
|
|
|
clusterExposure: Record<string, number>;
|
|
|
|
|
clusterCaps?: Record<string, number>;
|
|
|
|
|
drawdownVsTolerance: {
|
|
|
|
|
currentDrawdownPct: number;
|
|
|
|
|
tolerancePct: number;
|
|
|
|
|
status: -1 | 0 | 1;
|
|
|
|
|
};
|
|
|
|
|
halted: boolean;
|
|
|
|
|
recommendedActions: RiskRecommendation[];
|
|
|
|
|
halt: { haltedUntil: string; triggeredBy: string; ts: string } | null;
|
|
|
|
|
holdingsCount: number;
|
|
|
|
|
totalExposureUsd: number;
|
|
|
|
|
options?: OptionRiskSummary;
|
|
|
|
|
footer: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface SourceCooldown {
|
|
|
|
|
source: string;
|
|
|
|
|
until: string | null;
|
|
|
|
|
remainingMs: number;
|
|
|
|
|
consecutiveHits: number;
|
|
|
|
|
active: boolean;
|
|
|
|
|
}
|
|
|
|
|
|
2026-07-12 12:55:59 -04:00
|
|
|
export interface QueueStatus {
|
|
|
|
|
paused: boolean;
|
|
|
|
|
queued: number;
|
|
|
|
|
in_flight: number;
|
|
|
|
|
failed: number;
|
|
|
|
|
backoff: number;
|
|
|
|
|
done: number;
|
|
|
|
|
backoff_until: string | null;
|
|
|
|
|
last_error: string | undefined;
|
|
|
|
|
counts: Record<string, number>;
|
|
|
|
|
lastErrors: Array<{ key: string; error: string | null }>;
|
2026-07-23 18:02:24 -04:00
|
|
|
/** Active vendor cool-downs after 429 (ADR-0009). */
|
|
|
|
|
sourceCooldowns?: SourceCooldown[];
|
2026-07-12 12:55:59 -04:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface ScheduleEntry {
|
|
|
|
|
sourceKind: string;
|
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intervalMs: number;
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lastEnqueued: string | null;
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nextEnqueue: string | null;
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}
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export interface ErrorLogEntry {
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attempt: number;
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errorMessage: string | null;
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errorStack: string | null;
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ts: string;
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}
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