Files
OpenFin/backend/routers/specialist_desks.py
2026-06-30 21:47:20 +02:00

362 lines
13 KiB
Python

"""
Specialist Desks — per asset-class fundamental configs + report catalogue.
Prefix: /api/specialist-desks
"""
import uuid
import logging
from typing import Optional, List
from fastapi import APIRouter, HTTPException
from pydantic import BaseModel
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/api/specialist-desks", tags=["specialist-desks"])
# ── Pydantic models ────────────────────────────────────────────────────────────
class MacroSensitivity(BaseModel):
regime: str
effect: str
class PriceDeltaThresholds(BaseModel):
significant_day: float = 1.0
extreme_day: float = 3.0
significant_week: float = 2.0
extreme_week: float = 5.0
class DeskConfigUpdate(BaseModel):
display_name: str
icon: str = ""
fundamentals: str = ""
macro_sensitivity: List[MacroSensitivity] = []
price_delta_thresholds: PriceDeltaThresholds = PriceDeltaThresholds()
notes: str = ""
class ReportUpsert(BaseModel):
name: str
source: str = ""
cadence: str = "monthly"
next_date: Optional[str] = None
last_date: Optional[str] = None
importance: int = 2
notes: str = ""
url: str = ""
desks: List[str] = []
class ReportResultUpdate(BaseModel):
actual_value: Optional[float] = None
consensus_estimate: Optional[float] = None
text_sentiment_score: Optional[float] = None
text_sentiment_label: Optional[str] = None
text_sentiment_summary: Optional[str] = None
class ScoreTextRequest(BaseModel):
text: str
report_name: str = ""
desk: str = "forex"
# ── Configs ────────────────────────────────────────────────────────────────────
@router.get("/configs")
def list_configs():
from services.database import get_all_asset_class_configs
return get_all_asset_class_configs()
@router.get("/configs/{asset_class}")
def get_config(asset_class: str):
from services.database import get_asset_class_config, get_desk_reports
cfg = get_asset_class_config(asset_class)
if not cfg:
raise HTTPException(404, f"Desk '{asset_class}' not found")
cfg["reports"] = get_desk_reports(asset_class)
return cfg
@router.put("/configs/{asset_class}")
def update_config(asset_class: str, body: DeskConfigUpdate):
from services.database import upsert_asset_class_config
upsert_asset_class_config(
asset_class=asset_class,
display_name=body.display_name,
icon=body.icon,
fundamentals=body.fundamentals,
macro_sensitivity=[s.dict() for s in body.macro_sensitivity],
price_delta_thresholds=body.price_delta_thresholds.dict(),
notes=body.notes,
)
return {"saved": asset_class}
# ── Reports ────────────────────────────────────────────────────────────────────
@router.get("/reports")
def list_reports():
from services.database import get_all_specialist_reports
return get_all_specialist_reports()
@router.post("/reports")
def create_report(body: ReportUpsert):
from services.database import upsert_specialist_report, link_report_desk
report_id = "RPT_" + uuid.uuid4().hex[:8].upper()
upsert_specialist_report(
report_id=report_id,
name=body.name, source=body.source, cadence=body.cadence,
next_date=body.next_date, last_date=body.last_date,
importance=body.importance, notes=body.notes, url=body.url,
)
for ac in body.desks:
link_report_desk(report_id, ac)
return {"id": report_id}
@router.put("/reports/{report_id}")
def update_report(report_id: str, body: ReportUpsert):
from services.database import upsert_specialist_report, link_report_desk, unlink_report_desk, get_all_specialist_reports
# Check exists
all_reports = get_all_specialist_reports()
if not any(r["id"] == report_id for r in all_reports):
raise HTTPException(404, "Report not found")
upsert_specialist_report(
report_id=report_id,
name=body.name, source=body.source, cadence=body.cadence,
next_date=body.next_date, last_date=body.last_date,
importance=body.importance, notes=body.notes, url=body.url,
)
# Sync desk links: remove all, re-add
existing = next(r for r in all_reports if r["id"] == report_id)
for old_ac in existing.get("desks", []):
unlink_report_desk(report_id, old_ac)
for new_ac in body.desks:
link_report_desk(report_id, new_ac)
return {"saved": report_id}
@router.delete("/reports/{report_id}")
def delete_report(report_id: str):
from services.database import delete_specialist_report
delete_specialist_report(report_id)
return {"deleted": report_id}
@router.post("/reports/{report_id}/link/{asset_class}")
def link_to_desk(report_id: str, asset_class: str):
from services.database import link_report_desk
link_report_desk(report_id, asset_class)
return {"linked": report_id, "desk": asset_class}
@router.delete("/reports/{report_id}/link/{asset_class}")
def unlink_from_desk(report_id: str, asset_class: str):
from services.database import unlink_report_desk
unlink_report_desk(report_id, asset_class)
return {"unlinked": report_id, "desk": asset_class}
# ── Surprise Index ─────────────────────────────────────────────────────────────
@router.put("/reports/{report_id}/result")
def update_report_result(report_id: str, body: ReportResultUpdate):
from services.database import update_report_result as _upd
_upd(
report_id=report_id,
actual_value=body.actual_value,
consensus_estimate=body.consensus_estimate,
text_sentiment_score=body.text_sentiment_score,
text_sentiment_label=body.text_sentiment_label,
text_sentiment_summary=body.text_sentiment_summary,
)
return {"saved": report_id}
# ── COT Data ───────────────────────────────────────────────────────────────────
@router.get("/cot")
def get_cot_data():
from services.database import get_latest_cot_data
return get_latest_cot_data()
@router.post("/cot/fetch")
def fetch_cot():
from services.cot_fetcher import fetch_all_cot
from services.database import save_cot_data
try:
data = fetch_all_cot()
if data:
saved = save_cot_data(data)
return {"fetched": len(data), "saved": saved}
return {"fetched": 0, "saved": 0, "warning": "No COT data returned"}
except Exception as e:
logger.error(f"COT fetch error: {e}")
raise HTTPException(500, str(e))
# ── Forward Curves ─────────────────────────────────────────────────────────────
@router.get("/forward-curves")
def get_forward_curves():
from services.database import get_latest_forward_curves
return get_latest_forward_curves()
@router.post("/forward-curves/fetch")
def fetch_forward_curves_endpoint():
from services.forward_curve import fetch_forward_curves
from services.database import save_forward_curves
try:
data = fetch_forward_curves()
if data:
saved = save_forward_curves(data)
return {"fetched": len(data), "saved": saved}
return {"fetched": 0, "saved": 0, "warning": "No curve data returned"}
except Exception as e:
logger.error(f"Forward curve fetch error: {e}")
raise HTTPException(500, str(e))
# ── Hawk / Dove Text Scorer ────────────────────────────────────────────────────
@router.post("/score-text")
def score_text(body: ScoreTextRequest):
"""Score a central bank / commodity report excerpt via GPT-4o-mini."""
try:
from services.ai_analyzer import score_report_text
result = score_report_text(body.text, body.report_name, body.desk)
return result
except Exception as e:
logger.error(f"Text scoring error: {e}")
raise HTTPException(500, str(e))
# ── Bank Forecasts ─────────────────────────────────────────────────────────────
class BankSourceUpsert(BaseModel):
name: str
url: str = ""
active: bool = True
notes: str = ""
@router.get("/bank-forecasts/sources")
def list_bank_sources():
from services.database import get_conn
conn = get_conn()
try:
rows = conn.execute(
"SELECT id, name, url, active, last_scraped, notes FROM bank_forecast_sources ORDER BY name"
).fetchall()
return [dict(r) for r in rows]
finally:
conn.close()
@router.put("/bank-forecasts/sources/{source_id}")
def upsert_bank_source(source_id: str, body: BankSourceUpsert):
from services.database import get_conn
conn = get_conn()
try:
conn.execute(
"""INSERT INTO bank_forecast_sources (id, name, url, active, notes)
VALUES (?,?,?,?,?)
ON CONFLICT(id) DO UPDATE SET
name=excluded.name, url=excluded.url,
active=excluded.active, notes=excluded.notes""",
(source_id, body.name, body.url, int(body.active), body.notes)
)
conn.commit()
return {"saved": source_id}
finally:
conn.close()
@router.get("/bank-forecasts")
def list_bank_forecasts(series_id: str = "", event_date: str = ""):
from services.database import get_conn
conn = get_conn()
try:
wheres = ["1=1"]
params = []
if series_id:
wheres.append("bf.series_id = ?"); params.append(series_id)
if event_date:
wheres.append("bf.event_date = ?"); params.append(event_date)
rows = conn.execute(
f"""SELECT bf.*, bs.name as bank_name
FROM bank_forecasts bf
JOIN bank_forecast_sources bs ON bs.id = bf.source_id
WHERE {' AND '.join(wheres)}
ORDER BY bf.event_date DESC, bf.extracted_at DESC
LIMIT 500""",
params
).fetchall()
return [dict(r) for r in rows]
finally:
conn.close()
@router.get("/bank-forecasts/consensus")
def get_consensus():
"""Return one consensus row per (series_id, event_date) = average of bank forecasts."""
from services.database import get_conn
conn = get_conn()
try:
rows = conn.execute(
"""SELECT series_id, event_name, event_date,
ROUND(AVG(forecast_value), 4) as consensus,
COUNT(*) as bank_count,
MIN(forecast_value) as min_forecast,
MAX(forecast_value) as max_forecast
FROM bank_forecasts
WHERE forecast_value IS NOT NULL
GROUP BY series_id, event_date
ORDER BY event_date DESC"""
).fetchall()
return [dict(r) for r in rows]
finally:
conn.close()
@router.post("/bank-forecasts/scrape")
def trigger_scrape(source_id: str = ""):
"""Scrape one source (source_id) or all active sources (empty)."""
from services.database import get_conn
from services.bank_forecast_scraper import scrape_source, scrape_all_active
conn = get_conn()
try:
if source_id:
s = conn.execute("SELECT * FROM bank_forecast_sources WHERE id=?", (source_id,)).fetchone()
if not s:
raise HTTPException(404, "Source not found")
result = [scrape_source(conn, dict(s))]
else:
result = scrape_all_active(conn)
return {"results": result, "total_sources": len(result)}
finally:
conn.close()
@router.post("/bank-forecasts/push-consensus")
def push_consensus_endpoint(series_id: str = "", event_date: str = ""):
"""Push bank consensus to macro_series_log. Filters optional."""
from services.database import get_conn
from services.bank_forecast_scraper import push_consensus_to_log, push_all_consensus
conn = get_conn()
try:
if series_id and event_date:
val = push_consensus_to_log(conn, series_id, event_date)
return {"pushed": [{"series_id": series_id, "event_date": event_date, "consensus": val}]}
else:
results = push_all_consensus(conn)
return {"pushed": results}
finally:
conn.close()