feat: chatbot

2026-07-15 08:47:16 +02:00
parent da536e2638
commit ce9c0b53a9
11 changed files with 837 additions and 64 deletions
--- a/backend/services/database.py
+++ b/backend/services/database.py
@@ -143,6 +143,32 @@ def init_db():
            content TEXT NOT NULL,
            created_at TEXT DEFAULT (datetime('now'))
        )""",
+        # AI Chat widget — trade ideas proposed by the AI via function-calling, pending
+        # user confirmation before they ever touch the real portfolio table
+        """CREATE TABLE IF NOT EXISTS ai_trade_proposals (
+            id TEXT PRIMARY KEY,
+            session_id TEXT NOT NULL,
+            created_at TEXT DEFAULT (datetime('now')),
+            status TEXT DEFAULT 'pending',
+            title TEXT NOT NULL,
+            underlying TEXT NOT NULL,
+            strategy TEXT NOT NULL,
+            asset_class TEXT DEFAULT 'indices',
+            expiry_days INTEGER DEFAULT 90,
+            capital_invested REAL NOT NULL,
+            legs_json TEXT NOT NULL,
+            geo_trigger TEXT DEFAULT '',
+            rationale TEXT DEFAULT '',
+            portfolio_id TEXT,
+            resolved_at TEXT
+        )""",
+        # Wavelets — richer per-cycle state (slope/energy/ridge), one row per (ticker, band)
+        # every cycle regardless of whether a signal fired (was: only on firing)
+        "ALTER TABLE wavelet_watchlist_signals ADD COLUMN slope REAL",
+        "ALTER TABLE wavelet_watchlist_signals ADD COLUMN value REAL",
+        "ALTER TABLE wavelet_watchlist_signals ADD COLUMN energy REAL",
+        "ALTER TABLE wavelet_watchlist_signals ADD COLUMN ridge_period_days REAL",
+        "ALTER TABLE wavelet_watchlist_signals ADD COLUMN params_json TEXT",
    ]:
        try:
            c.execute(_sql)
@@ -153,6 +179,10 @@ def init_db():
        c.execute("CREATE INDEX IF NOT EXISTS idx_wws_ticker_date ON wavelet_watchlist_signals(ticker, computed_at DESC)")
    except Exception:
        pass
+    try:
+        c.execute("CREATE INDEX IF NOT EXISTS idx_atp_session_status ON ai_trade_proposals(session_id, status)")
+    except Exception:
+        pass

    try:
        c.execute("CREATE INDEX IF NOT EXISTS idx_chat_session_date ON ai_chat_messages(session_id, created_at)")
@@ -3192,25 +3222,51 @@ def save_wavelet_signals(run_id: str, signals: List[Dict]) -> None:
    for s in signals:
        conn.execute(
            "INSERT INTO wavelet_watchlist_signals "
-            "(run_id, ticker, band_label, period_low_days, period_high_days, signal_kind, direction, price_at_signal) "
-            "VALUES (?, ?, ?, ?, ?, ?, ?, ?)",
+            "(run_id, ticker, band_label, period_low_days, period_high_days, signal_kind, direction, price_at_signal, "
+            "slope, value, energy, ridge_period_days, params_json) "
+            "VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
            (run_id, s.get("ticker"), s.get("band_label"), s.get("period_low_days"), s.get("period_high_days"),
-             s.get("signal_kind"), s.get("direction"), s.get("price_at_signal")),
+             s.get("signal_kind"), s.get("direction"), s.get("price_at_signal"),
+             s.get("slope"), s.get("value"), s.get("energy"), s.get("ridge_period_days"), s.get("params_json")),
        )
    conn.commit()
    conn.close()


+def _latest_wavelet_run_id() -> Optional[str]:
+    conn = get_conn()
+    row = conn.execute(
+        "SELECT run_id FROM wavelet_watchlist_signals ORDER BY computed_at DESC LIMIT 1"
+    ).fetchone()
+    conn.close()
+    return row["run_id"] if row else None
+
+
 def get_latest_wavelet_signals() -> List[Dict]:
-    """Most recent signal per ticker (one row per ticker, its latest computed_at)."""
+    """Fired signals only (signal_kind IS NOT NULL) from the most recent cycle
+    scan — feeds the Dashboard 'Wavelets Signal' card, unchanged behavior."""
+    run_id = _latest_wavelet_run_id()
+    if not run_id:
+        return []
    conn = get_conn()
    rows = conn.execute(
-        """SELECT w.* FROM wavelet_watchlist_signals w
-           INNER JOIN (
-               SELECT ticker, MAX(computed_at) AS max_computed_at
-               FROM wavelet_watchlist_signals GROUP BY ticker
-           ) latest ON w.ticker = latest.ticker AND w.computed_at = latest.max_computed_at
-           ORDER BY w.computed_at DESC"""
+        "SELECT * FROM wavelet_watchlist_signals WHERE run_id=? AND signal_kind IS NOT NULL ORDER BY computed_at DESC",
+        (run_id,),
+    ).fetchall()
+    conn.close()
+    return [dict(r) for r in rows]
+
+
+def get_latest_wavelet_state() -> List[Dict]:
+    """Every (ticker, band) row from the most recent cycle scan — signal or
+    not. Used for the rich AI chat context block (slope/energy/ridge state)."""
+    run_id = _latest_wavelet_run_id()
+    if not run_id:
+        return []
+    conn = get_conn()
+    rows = conn.execute(
+        "SELECT * FROM wavelet_watchlist_signals WHERE run_id=? ORDER BY ticker, band_label",
+        (run_id,),
    ).fetchall()
    conn.close()
    return [dict(r) for r in rows]
@@ -3255,6 +3311,72 @@ def clear_chat_session(session_id: str) -> None:
    conn.close()


+# ── AI Chat widget — trade proposals (pending confirmation) ────────────────────
+
+def save_ai_trade_proposal(proposal: Dict[str, Any]) -> str:
+    import uuid
+    proposal_id = uuid.uuid4().hex
+    conn = get_conn()
+    conn.execute(
+        """INSERT INTO ai_trade_proposals (
+            id, session_id, status, title, underlying, strategy, asset_class,
+            expiry_days, capital_invested, legs_json, geo_trigger, rationale
+        ) VALUES (?, ?, 'pending', ?, ?, ?, ?, ?, ?, ?, ?, ?)""",
+        (
+            proposal_id, proposal["session_id"], proposal["title"], proposal["underlying"],
+            proposal["strategy"], proposal.get("asset_class", "indices"),
+            proposal.get("expiry_days", 90), proposal["capital_invested"],
+            json.dumps(proposal.get("legs", [])), proposal.get("geo_trigger", ""),
+            proposal.get("rationale", ""),
+        ),
+    )
+    conn.commit()
+    conn.close()
+    return proposal_id
+
+
+def get_ai_trade_proposal(proposal_id: str) -> Optional[Dict[str, Any]]:
+    conn = get_conn()
+    row = conn.execute("SELECT * FROM ai_trade_proposals WHERE id=?", (proposal_id,)).fetchone()
+    conn.close()
+    if not row:
+        return None
+    d = dict(row)
+    try:
+        d["legs"] = json.loads(d.pop("legs_json") or "[]")
+    except Exception:
+        d["legs"] = []
+    return d
+
+
+def get_ai_trade_proposals(status: str = "pending") -> List[Dict[str, Any]]:
+    conn = get_conn()
+    rows = conn.execute(
+        "SELECT * FROM ai_trade_proposals WHERE status=? ORDER BY created_at DESC",
+        (status,),
+    ).fetchall()
+    conn.close()
+    out = []
+    for r in rows:
+        d = dict(r)
+        try:
+            d["legs"] = json.loads(d.pop("legs_json") or "[]")
+        except Exception:
+            d["legs"] = []
+        out.append(d)
+    return out
+
+
+def resolve_ai_trade_proposal(proposal_id: str, status: str, portfolio_id: Optional[str] = None) -> None:
+    conn = get_conn()
+    conn.execute(
+        "UPDATE ai_trade_proposals SET status=?, portfolio_id=?, resolved_at=datetime('now') WHERE id=?",
+        (status, portfolio_id, proposal_id),
+    )
+    conn.commit()
+    conn.close()
+
+
 # ── System Logs ───────────────────────────────────────────────────────────────

 def log_system_event(
@@ -5498,6 +5620,32 @@ def get_ai_desk_by_type(desk_type: str) -> Optional[Dict[str, Any]]:
    return next((d for d in desks if d["type"] == desk_type and d.get("active")), None)


+def backfill_wavelet_desk_defaults() -> None:
+    """One-time idempotent patch for Technical Desks created before the wavelet
+    signal catalog existed: wavelet_signals.py treats wavelet_engine/
+    wavelet_extremum/wavelet_level_threshold as enabled when absent from
+    config.signals (preserves the always-on pre-desk-config behavior), but the
+    AI Desks toggle UI shows a missing key as OFF — writing the explicit
+    defaults here keeps what the UI displays honest about what's computed."""
+    desk = get_ai_desk_by_type("technical")
+    if not desk:
+        return
+    signals = (desk.get("config") or {}).get("signals") or {}
+    defaults = {
+        "wavelet_engine": {"enabled": True, "num_levels": 4, "wavelet": "gmw", "method": "cwt", "lookback_days": 120},
+        "wavelet_extremum": {"enabled": True},
+        "wavelet_level_threshold": {"enabled": True, "threshold_k": 2.0},
+    }
+    changed = False
+    for key, val in defaults.items():
+        if key not in signals:
+            signals[key] = val
+            changed = True
+    if changed:
+        desk["config"]["signals"] = signals
+        update_ai_desk_by_id(desk["id"], desk)
+
+
 def upsert_ai_desk(desk: Dict[str, Any]) -> int:
    conn = get_conn()
    try: