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File size: 71,243 Bytes
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from flask_cors import CORS
import traceback
import os
import json
import logging
import time
from collections import defaultdict
from datetime import date, datetime, timedelta, timezone
from pathlib import Path
import numpy as np
import pandas as pd
import yfinance as yf
from storage_paths import resolve_data_dir
# Fix for Windows: Disable symlink warnings which can cause the Hugging Face download to hang
os.environ["HF_HUB_DISABLE_SYMLINKS_WARNING"] = "1"
DEMO_MODE = os.environ.get("DEMO_MODE", "false").lower() == "true"
PROJECT_ROOT = Path(__file__).resolve().parent
DATA_DIR = resolve_data_dir(PROJECT_ROOT, DEMO_MODE)
SESSIONS_DIR = DATA_DIR / "sessions"
YF_CACHE_DIR = DATA_DIR / "yfinance_tz_cache"
# Import the IRIS_System from the existing MVP script
try:
from iris_mvp import (
IRIS_System,
RISK_HORIZON_MAP,
RISK_HORIZON_LABELS,
derive_investment_signal,
generate_rf_reasoning,
)
iris_app = IRIS_System()
except ImportError as e:
print(f"Error importing iris_mvp: {e}")
iris_app = None
app = Flask(__name__)
CORS(app) # Enable CORS for all routes
DATA_DIR.mkdir(parents=True, exist_ok=True)
YF_CACHE_DIR.mkdir(parents=True, exist_ok=True)
def _feedback_log_path() -> Path:
"""Return the canonical feedback log path for the current runtime mode."""
if DEMO_MODE:
demo_dir = PROJECT_ROOT / "data" / "demo_guests"
demo_dir.mkdir(parents=True, exist_ok=True)
return demo_dir / "feedback_logs.json"
DATA_DIR.mkdir(parents=True, exist_ok=True)
return DATA_DIR / "feedback_logs.json"
try:
cache_mod = getattr(yf, "cache", None)
cache_setter = getattr(cache_mod, "set_cache_location", None)
if callable(cache_setter):
cache_setter(str(YF_CACHE_DIR))
if hasattr(yf, "set_tz_cache_location"):
yf.set_tz_cache_location(str(YF_CACHE_DIR))
except Exception:
pass
try:
import sqlite3
probe_path = YF_CACHE_DIR / ".cache_probe.sqlite3"
conn = sqlite3.connect(str(probe_path))
conn.execute("CREATE TABLE IF NOT EXISTS _probe (id INTEGER)")
conn.close()
try:
probe_path.unlink()
except OSError:
pass
except Exception:
# Some environments cannot write SQLite files in cache dirs.
# Disable yfinance SQLite caches to avoid runtime OperationalError.
try:
cache_mod = getattr(yf, "cache", None)
if cache_mod is not None:
if hasattr(cache_mod, "_CookieCacheManager") and hasattr(cache_mod, "_CookieCacheDummy"):
cache_mod._CookieCacheManager._Cookie_cache = cache_mod._CookieCacheDummy()
if hasattr(cache_mod, "_ISINCacheManager") and hasattr(cache_mod, "_ISINCacheDummy"):
cache_mod._ISINCacheManager._isin_cache = cache_mod._ISINCacheDummy()
if hasattr(cache_mod, "_TzCacheManager") and hasattr(cache_mod, "_TzCacheDummy"):
cache_mod._TzCacheManager._tz_cache = cache_mod._TzCacheDummy()
except Exception:
pass
TIMEFRAME_TO_YFINANCE = {
"1D": ("1d", "2m"),
"5D": ("5d", "15m"),
"1M": ("1mo", "1h"),
"6M": ("6mo", "1d"),
"1Y": ("1y", "1d"),
"5Y": ("5y", "1wk"),
}
SECTOR_PEERS = {
"Technology": ["AAPL", "MSFT", "GOOG", "NVDA", "META", "CRM", "ADBE", "INTC", "AMD", "AVGO", "ORCL", "CSCO", "IBM", "QCOM", "NOW"],
"Financial Services": ["JPM", "BAC", "WFC", "GS", "MS", "BLK", "SCHW", "AXP", "V", "MA"],
"Healthcare": ["JNJ", "UNH", "PFE", "ABBV", "MRK", "LLY", "TMO", "ABT", "BMY", "AMGN"],
"Consumer Cyclical": ["AMZN", "TSLA", "HD", "NKE", "MCD", "SBUX", "TGT", "LOW", "BKNG", "CMG"],
"Communication Services": ["GOOG", "META", "NFLX", "DIS", "CMCSA", "T", "VZ", "TMUS", "SNAP", "PINS"],
"Energy": ["XOM", "CVX", "COP", "SLB", "EOG", "MPC", "PSX", "VLO", "OXY", "DVN"],
"Consumer Defensive": ["PG", "KO", "PEP", "WMT", "COST", "PM", "MO", "CL", "MDLZ", "GIS"],
"Industrials": ["CAT", "BA", "HON", "UPS", "RTX", "DE", "LMT", "GE", "MMM", "UNP"],
"Real Estate": ["AMT", "PLD", "CCI", "EQIX", "SPG", "PSA", "O", "WELL", "DLR", "AVB"],
"Utilities": ["NEE", "DUK", "SO", "D", "AEP", "SRE", "EXC", "XEL", "ED", "WEC"],
"Basic Materials": ["LIN", "APD", "SHW", "ECL", "FCX", "NEM", "DOW", "NUE", "VMC", "MLM"],
}
_yf_info_cache = {}
_YF_INFO_TTL = 300 # seconds
_almanac_data = None
_accuracy_data = None
_accuracy_mtime = 0.0
_iris_snapshot_cache = {"data": None, "ts": 0.0}
_IRIS_SNAPSHOT_TTL = 300 # 5 minutes
_ALMANAC_INDEX_KEY_MAP = {
"djia": "dow",
"dow": "dow",
"dow jones industrial average": "dow",
"s&p 500": "sp500",
"sp500": "sp500",
"s&p500": "sp500",
"nasdaq": "nasdaq",
}
def _get_cached_yf_info(ticker):
"""Cache yfinance Ticker.info payloads to reduce repeated network calls."""
symbol = str(ticker or "").strip().upper()
if not symbol:
return {}
now_ts = time.time()
cached = _yf_info_cache.get(symbol)
if cached and (now_ts - cached.get("ts", 0)) < _YF_INFO_TTL:
return cached.get("info") or {}
try:
info = yf.Ticker(symbol).info or {}
except Exception:
info = {}
_yf_info_cache[symbol] = {"info": info, "ts": now_ts}
return info
def _almanac_iso_now():
return datetime.now(timezone.utc).isoformat().replace("+00:00", "Z")
def _almanac_week_range(start_value: str):
"""Return Monday-Friday ISO dates for the requested week anchor."""
parsed = datetime.strptime(start_value, "%Y-%m-%d").date()
week_start = parsed - timedelta(days=parsed.weekday())
week_end = week_start + timedelta(days=4)
return week_start.isoformat(), week_end.isoformat()
def _nth_weekday_of_month(year: int, month: int, weekday: int, occurrence: int) -> date:
first_day = date(year, month, 1)
offset = (weekday - first_day.weekday()) % 7
return first_day + timedelta(days=offset + ((occurrence - 1) * 7))
def _last_weekday_of_month(year: int, month: int, weekday: int) -> date:
if month == 12:
next_month = date(year + 1, 1, 1)
else:
next_month = date(year, month + 1, 1)
last_day = next_month - timedelta(days=1)
offset = (last_day.weekday() - weekday) % 7
return last_day - timedelta(days=offset)
def _easter_sunday(year: int) -> date:
"""Return Gregorian Easter Sunday for the requested year."""
a = year % 19
b = year // 100
c = year % 100
d = b // 4
e = b % 4
f = (b + 8) // 25
g = (b - f + 1) // 3
h = (19 * a + b - d - g + 15) % 30
i = c // 4
k = c % 4
l = (32 + 2 * e + 2 * i - h - k) % 7
m = (a + 11 * h + 22 * l) // 451
month = (h + l - 7 * m + 114) // 31
day = ((h + l - 7 * m + 114) % 31) + 1
return date(year, month, day)
def _observed_fixed_holiday(year: int, month: int, day: int) -> date:
holiday = date(year, month, day)
if holiday.weekday() == 5:
return holiday - timedelta(days=1)
if holiday.weekday() == 6:
return holiday + timedelta(days=1)
return holiday
def _market_holiday_map(year: int) -> dict[date, str]:
easter = _easter_sunday(year)
return {
_observed_fixed_holiday(year, 1, 1): "New Year's Day market holiday",
_nth_weekday_of_month(year, 1, 0, 3): "Martin Luther King Jr. Day market holiday",
_nth_weekday_of_month(year, 2, 0, 3): "Presidents' Day market holiday",
easter - timedelta(days=2): "Good Friday market holiday",
_last_weekday_of_month(year, 5, 0): "Memorial Day market holiday",
_observed_fixed_holiday(year, 6, 19): "Juneteenth market holiday",
_observed_fixed_holiday(year, 7, 4): "Independence Day market holiday",
_nth_weekday_of_month(year, 9, 0, 1): "Labor Day market holiday",
_nth_weekday_of_month(year, 11, 3, 4): "Thanksgiving Day market holiday",
_observed_fixed_holiday(year, 12, 25): "Christmas Day market holiday",
}
def _market_closure_reason(date_key: str) -> str | None:
target = datetime.strptime(date_key, "%Y-%m-%d").date()
return _market_holiday_map(target.year).get(target)
def _almanac_calendar_entry(date_key: str, daily: dict[str, dict], data_year: int | None):
parsed_date = datetime.strptime(date_key, "%Y-%m-%d").date()
is_weekend = parsed_date.weekday() >= 5
entry = daily.get(date_key)
if entry:
return {
**entry,
"date": date_key,
"day": str(entry.get("day", "")).strip().upper()[:3],
"is_weekend": is_weekend,
"market_open": True,
"almanac_available": True,
"status": "open",
"status_reason": "",
}
closure_reason = _market_closure_reason(date_key)
if is_weekend:
status = "closed"
status_reason = "Weekend market closure"
market_open = False
elif closure_reason:
status = "closed"
status_reason = closure_reason
market_open = False
else:
status = "no_data"
market_open = True
year_note = f" outside the {data_year} dataset" if data_year else ""
status_reason = f"Market open, but no Almanac entry is available for this date{year_note}."
return {
"date": date_key,
"day": parsed_date.strftime("%a").upper()[:3],
"d": None,
"s": None,
"n": None,
"d_dir": "",
"s_dir": "",
"n_dir": "",
"icon": None,
"notes": "",
"is_weekend": is_weekend,
"market_open": market_open,
"almanac_available": False,
"status": status,
"status_reason": status_reason,
}
def _almanac_weekday_entry(date_key: str, daily: dict[str, dict], data_year: int | None):
return _almanac_calendar_entry(date_key, daily, data_year)
def _almanac_table_rows(payload, table_name):
table = payload.get(table_name, {})
if isinstance(table, dict):
rows = table.get("rows", [])
if isinstance(rows, list):
return [row for row in rows if isinstance(row, dict)]
return []
def _almanac_float(value, default=0.0):
try:
if value is None or value == "":
return float(default)
return float(value)
except (TypeError, ValueError):
return float(default)
def _almanac_int(value, default=0):
try:
if value is None or value == "":
return int(default)
return int(float(value))
except (TypeError, ValueError):
return int(default)
def _normalize_almanac_index(value):
cleaned = str(value or "").strip().lower().replace(".", "")
return _ALMANAC_INDEX_KEY_MAP.get(cleaned)
def _normalize_almanac_dump(payload):
metadata_rows = _almanac_table_rows(payload, "metadata")
metadata = {str(row.get("key", "")).strip(): row.get("value") for row in metadata_rows}
month_rows = _almanac_table_rows(payload, "months")
vital_rows = _almanac_table_rows(payload, "vital_statistics")
daily_rows = _almanac_table_rows(payload, "daily_probabilities")
signal_rows = _almanac_table_rows(payload, "seasonal_signals")
heatmap_rows = _almanac_table_rows(payload, "seasonal_heatmap")
if not month_rows or not daily_rows:
return {"error": "Unsupported almanac JSON format"}
months = {}
for row in month_rows:
month_key = str(row.get("month_key", "")).strip()
if not month_key:
continue
months[month_key] = {
"name": str(row.get("name", "")).strip(),
"month_num": _almanac_int(row.get("month_num"), 0),
"overview": str(row.get("overview", "")).strip(),
"vital_stats": {},
}
for row in vital_rows:
month_key = str(row.get("month_key", "")).strip()
index_key = str(row.get("index_key", "")).strip() or _normalize_almanac_index(row.get("index_name"))
if month_key not in months or index_key not in {"dow", "sp500", "nasdaq"}:
continue
months[month_key]["vital_stats"][index_key] = {
"rank": _almanac_int(row.get("rank"), 0),
"up": _almanac_int(row.get("years_up"), 0),
"down": _almanac_int(row.get("years_down"), 0),
"avg_change": _almanac_float(row.get("avg_pct_change"), 0.0),
"midterm_avg": _almanac_float(row.get("midterm_yr_avg"), 0.0),
}
daily = {}
for row in daily_rows:
date_key = str(row.get("date", "")).strip()
if not date_key:
continue
daily[date_key] = {
"date": date_key,
"source_month": str(row.get("source_month", "")).strip(),
"day": str(row.get("day_of_week", "")).strip().upper()[:3],
"d": _almanac_float(row.get("dow_prob"), 0.0),
"s": _almanac_float(row.get("sp500_prob"), 0.0),
"n": _almanac_float(row.get("nasdaq_prob"), 0.0),
"d_dir": str(row.get("dow_dir", "")).strip().upper(),
"s_dir": str(row.get("sp500_dir", "")).strip().upper(),
"n_dir": str(row.get("nasdaq_dir", "")).strip().upper(),
"icon": row.get("icon"),
"notes": str(row.get("notes", "")).strip(),
}
seasonal_signals = []
for row in signal_rows:
seasonal_signals.append(
{
"id": str(row.get("id", "")).strip(),
"label": str(row.get("label", row.get("signal", ""))).strip(),
"type": str(row.get("type", row.get("relevance", ""))).strip(),
"source_month": str(row.get("source_month", "")).strip(),
"description": str(row.get("description", row.get("detail", ""))).strip(),
}
)
seasonal_heatmap = {}
for row in heatmap_rows:
month_key = str(row.get("month_key", "")).strip()
if not month_key:
continue
seasonal_heatmap[month_key] = {
"bias": str(row.get("bias", "")).strip(),
"sp500_rank": _almanac_int(row.get("sp500_rank"), 0),
"sp500_avg": _almanac_float(row.get("sp500_avg"), 0.0),
"sp500_midterm": _almanac_float(row.get("sp500_midterm"), 0.0),
"sp500_midterm_rank": _almanac_int(row.get("sp500_midterm_rank"), 0),
}
return {
"meta": {
"source": str(
metadata.get("source")
or payload.get("_meta", {}).get("source")
or "Stock Trader's Almanac 2026 (Wiley)"
),
"year": _almanac_int(
metadata.get("year", payload.get("_meta", {}).get("year")),
2026,
),
"generated_at": str(
metadata.get("generated_at")
or payload.get("_meta", {}).get("generated_at")
or _almanac_iso_now()
),
},
"months": months,
"daily": {date_key: daily[date_key] for date_key in sorted(daily.keys())},
"seasonal_signals": seasonal_signals,
"seasonal_heatmap": seasonal_heatmap,
}
def _normalize_almanac_payload(payload):
if not isinstance(payload, dict):
return {"error": "Invalid almanac payload"}
required_keys = {"meta", "months", "daily", "seasonal_signals", "seasonal_heatmap"}
if required_keys.issubset(payload.keys()):
return payload
if payload.get("_meta") or payload.get("daily_probabilities") or payload.get("vital_statistics"):
return _normalize_almanac_dump(payload)
return {"error": "Unsupported almanac JSON format"}
def _load_almanac_data():
"""Load JSON-backed almanac data once for the comparison UI."""
global _almanac_data
if _almanac_data is not None:
return _almanac_data
almanac_dir = PROJECT_ROOT / "data" / "almanac_2026"
candidates = [
("primary", almanac_dir / "almanac_2026.json"),
("structured-db", almanac_dir / "almanac_2026_db_dump.json"),
]
for label, path in candidates:
if not path.exists():
continue
try:
with open(path, "r", encoding="utf-8") as f:
raw_payload = json.load(f)
_almanac_data = _normalize_almanac_payload(raw_payload)
if "error" in _almanac_data:
print(f"[ALMANAC] ERROR: {path.name} could not be normalized ({_almanac_data['error']})")
return _almanac_data
print(f"[ALMANAC] Loaded {label} almanac data from {path}")
return _almanac_data
except Exception as exc:
_almanac_data = {"error": f"Failed to load {path.name}: {exc}"}
print(f"[ALMANAC] ERROR: {_almanac_data['error']}")
return _almanac_data
_almanac_data = {"error": "No almanac data found. Run build_almanac_json.py first."}
print(f"[ALMANAC] ERROR: {_almanac_data['error']}")
return _almanac_data
def _load_accuracy_data():
"""Load accuracy_results.json with file-mtime caching."""
global _accuracy_data, _accuracy_mtime
path = PROJECT_ROOT / "data" / "almanac_2026" / "accuracy_results.json"
if not path.exists():
return None
mtime = path.stat().st_mtime
if _accuracy_data is not None and mtime <= _accuracy_mtime:
return _accuracy_data
try:
with open(path, "r", encoding="utf-8") as f:
_accuracy_data = json.load(f)
_accuracy_mtime = mtime
return _accuracy_data
except Exception as e:
print(f"[ACCURACY] Error loading: {e}")
return None
def _iris_price_threshold(symbol: str) -> float:
token = str(symbol or "").strip().upper()
if "DJI" in token:
return 10000.0
if "IXIC" in token:
return 5000.0
return 400.0
def _safe_float(value, default=0.0):
try:
if value is None or value == "":
return float(default)
return float(value)
except (TypeError, ValueError):
return float(default)
def _iris_direction_from_pct_change(pct_change: float) -> str:
if pct_change > 0:
return "upward"
if pct_change < 0:
return "downward"
return "flat"
def _iris_prediction_light(trend_label: str, sentiment_score=0.0) -> str:
normalized_trend = str(trend_label or "").upper()
sentiment = _safe_float(sentiment_score, 0.0)
if sentiment < -0.05 or "STRONG DOWNTREND" in normalized_trend:
return " RED (Risk Detected - Caution)"
if abs(sentiment) < 0.05 and "WEAK" in normalized_trend:
return " YELLOW (Neutral / Noise)"
return " GREEN (Safe to Proceed)"
def _read_latest_iris_report(symbol: str):
"""Read the latest valid IRIS report for the requested symbol from DATA_DIR."""
token = str(symbol or "").strip().upper()
bare = token.lstrip("^_")
filename_candidates = []
for candidate in (
f"{token}_report.json",
f"^{bare}_report.json",
f"_{bare}_report.json",
f"{bare}_report.json",
):
path = DATA_DIR / candidate
if path not in filename_candidates:
filename_candidates.append(path)
min_price = _iris_price_threshold(token)
for path in filename_candidates:
if not path.exists():
continue
try:
with open(path, "r", encoding="utf-8") as f:
reports = json.load(f)
if not isinstance(reports, list):
reports = [reports]
for report in reversed(reports):
if not isinstance(report, dict):
continue
current_price = _safe_float(report.get("market", {}).get("current_price"), 0.0)
if current_price < min_price:
continue
horizon_1d = report.get("all_horizons", {}).get("1D", {})
meta = report.get("meta", {})
horizon_days = meta.get("horizon_days", 1) if isinstance(meta, dict) else 1
if not isinstance(horizon_1d, dict) and int(_safe_float(horizon_days, 1)) != 1:
continue
return report
except Exception:
continue
return None
def _format_iris_snapshot_entry(report: dict, label: str):
meta = report.get("meta", {}) if isinstance(report, dict) else {}
market = report.get("market", {}) if isinstance(report, dict) else {}
signals = report.get("signals", {}) if isinstance(report, dict) else {}
h1d = report.get("all_horizons", {}).get("1D", {}) if isinstance(report, dict) else {}
if not isinstance(meta, dict):
meta = {}
if not isinstance(market, dict):
market = {}
if not isinstance(signals, dict):
signals = {}
if not isinstance(h1d, dict):
h1d = {}
current_price = _safe_float(market.get("current_price"), 0.0)
predicted_price = (
market.get("predicted_price_next_session")
or h1d.get("predicted_price")
or market.get("predicted_price_horizon")
)
predicted_price = _safe_float(predicted_price, 0.0)
reasoning = h1d.get("iris_reasoning") or signals.get("iris_reasoning") or {}
if not isinstance(reasoning, dict):
reasoning = {}
pct_change = reasoning.get("pct_change")
if pct_change in (None, "") and current_price:
pct_change = ((predicted_price - current_price) / current_price) * 100
pct_change = round(_safe_float(pct_change, 0.0), 2)
direction = str(reasoning.get("direction", "")).strip().lower()
if not direction:
direction = _iris_direction_from_pct_change(pct_change)
top_factors = reasoning.get("top_factors", [])
if not isinstance(top_factors, list):
top_factors = []
trend_label = str(h1d.get("trend_label") or signals.get("trend_label", "")).strip()
investment_signal = str(h1d.get("investment_signal") or signals.get("investment_signal", "")).strip()
check_engine_light = str(signals.get("check_engine_light", "")).strip()
return {
"available": True,
"label": label,
"symbol": str(meta.get("symbol") or meta.get("source_symbol") or "").strip(),
"session_date": str(meta.get("market_session_date", "")).strip(),
"generated_at": str(meta.get("generated_at", "")).strip(),
"current_price": current_price or None,
"predicted_price": predicted_price or None,
"trend_label": trend_label or "Trend data unavailable",
"investment_signal": investment_signal or "HOLD",
"check_engine_light": check_engine_light,
"pct_change": pct_change,
"direction": direction or _iris_direction_from_pct_change(pct_change),
"top_factors": top_factors,
"model_confidence": h1d.get("model_confidence") or signals.get("model_confidence"),
"sentiment_score": _safe_float(signals.get("sentiment_score"), 0.0),
"source": "report_snapshot",
}
def _get_related_tickers(ticker, count=7):
"""Return a list of related tickers based on the sector of the given ticker."""
fallback = ["AAPL", "MSFT", "GOOG", "AMZN", "NVDA", "META", "TSLA"]
symbol = str(ticker or "").strip().upper()
try:
info = _get_cached_yf_info(symbol)
sector = info.get("sector", "")
peers = SECTOR_PEERS.get(sector, fallback)
related = [s for s in peers if s != symbol]
return related[:count]
except Exception:
return [s for s in fallback if s != symbol][:count]
# ---------------------------------------------------------------------------
# Ticker validation setup
# ---------------------------------------------------------------------------
try:
from ticker_validator import validate_ticker as _validate_ticker
from ticker_db import (
load_ticker_db as _load_ticker_db,
search_tickers as _search_tickers,
refresh_ticker_db as _refresh_ticker_db,
run_startup_checks as _run_startup_checks,
get_db_file_age_hours as _get_db_file_age_hours,
is_db_stale as _is_db_stale,
)
_VALIDATOR_AVAILABLE = True
except ImportError:
_VALIDATOR_AVAILABLE = False
_load_ticker_db = None
_search_tickers = None
_refresh_ticker_db = None
_run_startup_checks = None
_get_db_file_age_hours = None
_is_db_stale = None
try:
from ticker_scheduler import start_scheduler as _start_scheduler
_SCHEDULER_AVAILABLE = True
except ImportError:
_SCHEDULER_AVAILABLE = False
_start_scheduler = None
try:
from data_fetcher import fetch_market_data as _fetch_market_data
from prompt_builder import (
build_risk_analysis_prompt as _build_risk_prompt,
validate_llm_output as _validate_llm_output,
)
_GUARDRAILS_AVAILABLE = True
except ImportError:
_GUARDRAILS_AVAILABLE = False
_fetch_market_data = None
_build_risk_prompt = None
_validate_llm_output = None
_validation_logger = logging.getLogger("iris.ticker_validation")
# ---------------------------------------------------------------------------
# Startup integrity checks + background scheduler
# ---------------------------------------------------------------------------
if _VALIDATOR_AVAILABLE and _run_startup_checks is not None:
try:
_run_startup_checks()
except Exception as _startup_exc:
logging.getLogger(__name__).warning("Startup checks failed: %s", _startup_exc)
if _SCHEDULER_AVAILABLE and _start_scheduler is not None:
try:
_start_scheduler()
except Exception as _sched_exc:
logging.getLogger(__name__).warning("Could not start ticker scheduler: %s", _sched_exc)
# ---------------------------------------------------------------------------
# Simple in-memory rate limiter: {ip: [unix_timestamp, ...]}
_rate_limit_store: dict[str, list[float]] = defaultdict(list)
_RATE_LIMIT_MAX = 30
_RATE_LIMIT_WINDOW = 60 # seconds
# In-memory cache for /api/llm-predict.
_llm_predict_cache: dict[str, dict] = {}
_LLM_CACHE_TTL = 600 # 10 minutes
# Shared headline cache: {ticker: {headlines: [...], sentiment: float, ts: float}}
_headline_cache: dict[str, dict] = {}
_HEADLINE_CACHE_TTL = 600 # 10 minutes
def _check_rate_limit(ip: str) -> bool:
"""Return True if request is allowed, False if rate limit exceeded."""
now = time.time()
cutoff = now - _RATE_LIMIT_WINDOW
_rate_limit_store[ip] = [t for t in _rate_limit_store[ip] if t > cutoff]
if len(_rate_limit_store[ip]) >= _RATE_LIMIT_MAX:
return False
_rate_limit_store[ip].append(now)
return True
def _log_validation(raw_input: str, result) -> None:
_validation_logger.info(
"TICKER_VALIDATION | input=%s | valid=%s | source=%s | error=%s",
raw_input,
result.valid if result else False,
result.source if result else "",
result.error if result else "validator_unavailable",
)
# ---------------------------------------------------------------------------
def get_latest_llm_reports(symbol: str) -> dict:
"""Read the latest reports for the given symbol from the configured LLM models."""
llm_dir = PROJECT_ROOT / "data" / "LLM reports"
models = {
"chatgpt52": "chatgpt_5.2.json",
"deepseek_v3": "deepseek_v3.json",
"gemini_v3_pro": "gemini_v3_pro.json"
}
insights = {}
for model_key, filename in models.items():
filepath = llm_dir / filename
if not filepath.exists():
continue
try:
with open(filepath, 'r', encoding='utf-8') as f:
data = json.load(f)
if not isinstance(data, list):
data = [data]
for report in reversed(data):
if str(report.get("meta", {}).get("symbol", "")).upper() == symbol.upper():
insights[model_key] = report
break
except Exception as e:
print(f"Error reading {filename}: {e}")
return insights
@app.route('/')
def index():
"""Serve the main dashboard."""
return render_template('index.html')
@app.route('/almanac')
def almanac_comparison():
"""Serve the IRIS vs Almanac comparison dashboard."""
return render_template('almanac_comparison.html')
@app.route('/api/almanac/daily')
def almanac_daily():
"""Return almanac daily scores."""
data = _load_almanac_data()
if "error" in data:
return jsonify(data), 404
daily = data.get("daily", {})
date_param = str(request.args.get("date", "") or "").strip()
from_param = str(request.args.get("from", "") or "").strip()
to_param = str(request.args.get("to", "") or "").strip()
if date_param:
entry = daily.get(date_param)
if entry is None:
return jsonify({"error": f"No data for {date_param}"}), 404
return jsonify(entry)
if from_param and to_param:
filtered = {k: v for k, v in daily.items() if from_param <= k <= to_param}
return jsonify({"from": from_param, "to": to_param, "daily": filtered})
return jsonify({"daily": daily})
@app.route('/api/almanac/month/<month_key>')
def almanac_month(month_key):
"""Return monthly overview plus daily scores for the selected month."""
data = _load_almanac_data()
if "error" in data:
return jsonify(data), 404
month = data.get("months", {}).get(month_key)
if month is None:
return jsonify({"error": f"No data for month {month_key}"}), 404
daily = data.get("daily", {})
month_daily = {k: v for k, v in daily.items() if k.startswith(f"{month_key}-")}
data_year = data.get("meta", {}).get("year") if isinstance(data.get("meta"), dict) else None
try:
month_start = datetime.strptime(f"{month_key}-01", "%Y-%m-%d").date()
except ValueError:
return jsonify({"error": f"Invalid month key {month_key}. Expected YYYY-MM"}), 400
if month_start.month == 12:
next_month = date(month_start.year + 1, 1, 1)
else:
next_month = date(month_start.year, month_start.month + 1, 1)
days_in_month = (next_month - month_start).days
calendar_days = [
_almanac_calendar_entry((month_start + timedelta(days=offset)).isoformat(), daily, data_year)
for offset in range(days_in_month)
]
return jsonify({"month": month, "daily": month_daily, "calendar_days": calendar_days})
@app.route('/api/almanac/seasonal')
def almanac_seasonal():
"""Return seasonal heatmap, signals, and month summaries."""
data = _load_almanac_data()
if "error" in data:
return jsonify(data), 404
return jsonify(
{
"heatmap": data.get("seasonal_heatmap", {}),
"signals": data.get("seasonal_signals", []),
"months": data.get("months", {}),
}
)
@app.route('/api/almanac/week')
def almanac_week():
"""Return the Monday-to-Friday calendar slice for the requested week."""
data = _load_almanac_data()
if "error" in data:
return jsonify(data), 404
start = str(request.args.get("start", "") or "").strip()
daily = data.get("daily", {})
all_dates = sorted(daily.keys())
if not all_dates:
return jsonify({"error": "No almanac daily data available"}), 404
if not start:
start = all_dates[0]
try:
week_start, week_end = _almanac_week_range(start)
except ValueError:
return jsonify({"error": "Invalid start date. Expected YYYY-MM-DD"}), 400
calendar_dates = [
(datetime.strptime(week_start, "%Y-%m-%d") + timedelta(days=offset)).strftime("%Y-%m-%d")
for offset in range(5)
]
week_dates = [date_key for date_key in calendar_dates if date_key in daily]
if not week_dates and not any(_market_closure_reason(date_key) for date_key in calendar_dates):
return jsonify({"error": f"No weekday entries found for week starting {week_start}"}), 404
week_data = {date_key: daily[date_key] for date_key in week_dates}
data_year = data.get("meta", {}).get("year") if isinstance(data.get("meta"), dict) else None
week_entries = [_almanac_weekday_entry(date_key, daily, data_year) for date_key in calendar_dates]
first_available = next((entry for entry in week_entries if entry.get("almanac_available")), None)
month_key = (
str(first_available.get("source_month", "")).strip()
if first_available
else ""
) or (str(first_available.get("date", week_start))[:7] if first_available else week_start[:7])
month_info = data.get("months", {}).get(month_key, {})
return jsonify(
{
"week_start": week_start,
"week_end": week_end,
"weekdays": week_entries,
"daily": week_data,
"month_overview": month_info,
}
)
# --- Almanac Accuracy Tracking API ---
def _accuracy_unavailable_response():
return jsonify(
{
"available": False,
"message": "Run scripts/seed_accuracy.py to generate accuracy data.",
}
)
def _accuracy_pct(hits, total):
if not total:
return 0.0
return round((hits / total) * 100, 1)
@app.route('/api/almanac/accuracy')
def almanac_accuracy():
"""Return almanac historic accuracy results."""
data = _load_accuracy_data()
if data is None:
return _accuracy_unavailable_response()
daily = data.get("daily", {})
date_param = str(request.args.get("date", "") or "").strip()
from_param = str(request.args.get("from", "") or "").strip()
to_param = str(request.args.get("to", "") or "").strip()
if date_param:
entry = daily.get(date_param)
if entry is None:
return jsonify({"error": f"No accuracy data for {date_param}"}), 404
return jsonify(entry)
if from_param and to_param:
filtered = {k: v for k, v in daily.items() if from_param <= k <= to_param}
return jsonify({"from": from_param, "to": to_param, "daily": filtered})
return jsonify({"daily": daily})
@app.route('/api/almanac/accuracy/week')
def almanac_accuracy_week():
"""Return weekly accuracy results for the requested week."""
data = _load_accuracy_data()
if data is None:
return _accuracy_unavailable_response()
start = str(request.args.get("start", "") or "").strip()
if not start:
return jsonify({"error": "start query parameter is required"}), 400
try:
week_start, week_end = _almanac_week_range(start)
except ValueError:
return jsonify({"error": "Invalid start date. Expected YYYY-MM-DD"}), 400
daily = data.get("daily") or {}
weekly = data.get("weekly") or {}
week_dates = sorted(date_key for date_key in daily.keys() if week_start <= date_key <= week_end)
weekly_entry = weekly.get(week_start)
if weekly_entry is None:
for date_key in week_dates:
legacy_week_key = datetime.strptime(date_key, "%Y-%m-%d").strftime("%Y-W%W")
weekly_entry = weekly.get(legacy_week_key)
if weekly_entry is not None:
break
if weekly_entry is None:
return jsonify({"error": f"No weekly accuracy found for week starting {week_start}"}), 404
payload = dict(weekly_entry)
payload["week_start"] = week_start
payload["week_end"] = week_end
return jsonify(payload)
@app.route('/api/almanac/accuracy/month')
def almanac_accuracy_month():
"""Return monthly accuracy results for the requested month."""
data = _load_accuracy_data()
if data is None:
return _accuracy_unavailable_response()
month_key = str(request.args.get("month", "") or "").strip()
if not month_key:
return jsonify({"error": "month query parameter is required"}), 400
monthly_entry = (data.get("monthly") or {}).get(month_key)
if monthly_entry is None:
return jsonify({"error": f"No monthly accuracy found for {month_key}"}), 404
return jsonify(monthly_entry)
@app.route('/api/almanac/accuracy/summary')
def almanac_accuracy_summary():
"""Return aggregate historic accuracy metrics."""
data = _load_accuracy_data()
if data is None:
return _accuracy_unavailable_response()
monthly = data.get("monthly") or {}
daily = data.get("daily") or {}
overall_hits = sum(int(month.get("hits", 0)) for month in monthly.values())
overall_total = sum(int(month.get("total_calls", 0)) for month in monthly.values())
per_index = {}
for index_key in ("dow", "sp500", "nasdaq"):
hits = sum(int(month.get(index_key, {}).get("hits", 0)) for month in monthly.values())
total = sum(int(month.get(index_key, {}).get("total", 0)) for month in monthly.values())
per_index[index_key] = {
"hits": hits,
"total": total,
"pct": _accuracy_pct(hits, total),
}
return jsonify(
{
"overall": {
"hits": overall_hits,
"total_calls": overall_total,
"accuracy": _accuracy_pct(overall_hits, overall_total),
},
"monthly": monthly,
"per_index": per_index,
"last_scored_date": max(daily.keys()) if daily else None,
"total_days": len(daily),
}
)
# --- IRIS Snapshot for Almanac Dashboard ---
@app.route('/api/almanac/iris-snapshot')
def almanac_iris_snapshot():
"""Return the latest cached IRIS index predictions from on-disk report files."""
now = time.time()
if (
_iris_snapshot_cache["data"] is not None
and (now - _iris_snapshot_cache["ts"]) < _IRIS_SNAPSHOT_TTL
):
return jsonify(_iris_snapshot_cache["data"])
symbols = {
"spy": {"file_symbol": "SPY", "label": "SPY (S&P 500 ETF)"},
"dji": {"file_symbol": "^DJI", "label": "Dow Jones"},
"gspc": {"file_symbol": "^GSPC", "label": "S&P 500 Index"},
"ixic": {"file_symbol": "^IXIC", "label": "NASDAQ"},
}
result = {
"generated_at": time.strftime("%Y-%m-%dT%H:%M:%SZ", time.gmtime()),
"indices": {},
}
for key, info in symbols.items():
report = _read_latest_iris_report(info["file_symbol"])
if not report:
result["indices"][key] = {
"available": False,
"label": info["label"],
}
continue
result["indices"][key] = _format_iris_snapshot_entry(report, info["label"])
_iris_snapshot_cache["data"] = result
_iris_snapshot_cache["ts"] = now
return jsonify(result)
@app.route('/api/almanac/iris-refresh')
def almanac_iris_refresh():
"""Run lightweight 1D IRIS predictions for the dashboard's major indices."""
if not iris_app:
return jsonify({"error": "IRIS not initialized"}), 500
tickers = {
"spy": {"ticker": "SPY", "label": "SPY (S&P 500 ETF)"},
"dji": {"ticker": "^DJI", "label": "Dow Jones"},
"gspc": {"ticker": "^GSPC", "label": "S&P 500 Index"},
"ixic": {"ticker": "^IXIC", "label": "NASDAQ"},
}
generated_at = time.strftime("%Y-%m-%dT%H:%M:%SZ", time.gmtime())
result = {"generated_at": generated_at, "indices": {}}
for key, info in tickers.items():
ticker = info["ticker"]
try:
data = iris_app.get_market_data(ticker)
if not data:
result["indices"][key] = {
"available": False,
"label": info["label"],
}
continue
trend_label, predicted_price, trajectory, traj_upper, traj_lower, rf_model, model_confidence = iris_app.predict_trend(
data,
sentiment_score=0.0,
horizon_days=1,
)
current_price = _safe_float(data.get("current_price"), 0.0)
pct_change = ((predicted_price - current_price) / current_price * 100) if current_price else 0.0
history_df = data.get("history_df")
last_rsi = 50.0
session_date = time.strftime("%Y-%m-%d")
if history_df is not None and "rsi_14" in history_df.columns and len(history_df):
last_rsi = float(history_df["rsi_14"].iloc[-1])
if history_df is not None and len(history_df):
try:
session_date = str(pd.Timestamp(history_df.index[-1]).date())
except Exception:
session_date = time.strftime("%Y-%m-%d")
investment_signal = derive_investment_signal(pct_change, 0.0, last_rsi, 1)
reasoning = {}
if rf_model is not None:
try:
reasoning = generate_rf_reasoning(
rf_model,
None,
current_price,
predicted_price,
"1 Day",
)
except Exception:
reasoning = {}
result["indices"][key] = {
"available": True,
"label": info["label"],
"symbol": ticker,
"session_date": session_date,
"generated_at": generated_at,
"current_price": round(current_price, 6),
"predicted_price": round(float(predicted_price), 6),
"trend_label": trend_label,
"investment_signal": investment_signal,
"check_engine_light": _iris_prediction_light(trend_label, 0.0).strip(),
"pct_change": round(float(pct_change), 2),
"direction": _iris_direction_from_pct_change(pct_change),
"top_factors": reasoning.get("top_factors", []) if isinstance(reasoning, dict) else [],
"model_confidence": round(float(model_confidence), 1),
"sentiment_score": 0.0,
"source": "live_rf_prediction",
}
except Exception as e:
result["indices"][key] = {
"available": False,
"label": info["label"],
"error": str(e),
}
_iris_snapshot_cache["data"] = None
_iris_snapshot_cache["ts"] = 0.0
return jsonify(result)
@app.route('/api/history/<ticker>', methods=['GET'])
def get_history(ticker):
"""Return lightweight market history points directly from yfinance for chart rendering."""
symbol = str(ticker or "").strip().upper()
if not symbol:
return jsonify({"error": "Ticker parameter is required"}), 400
period = str(request.args.get('period', '1y') or '1y').strip()
interval = str(request.args.get('interval', '1d') or '1d').strip()
try:
def _normalize_download_frame(frame, symbol_token: str):
if frame is None or frame.empty:
return frame
if isinstance(frame.columns, pd.MultiIndex):
# Single-ticker download typically uses MultiIndex [Price, Ticker].
try:
if symbol_token in frame.columns.get_level_values(-1):
frame = frame.xs(symbol_token, axis=1, level=-1, drop_level=True)
else:
frame.columns = [str(col[0]) for col in frame.columns]
except Exception:
frame.columns = [str(col[0]) if isinstance(col, tuple) else str(col) for col in frame.columns]
return frame
def _fetch_history_with_fallbacks(stock, req_period: str, req_interval: str):
# yfinance can return empty for some intraday interval/period combinations;
# progressively widen interval while keeping the requested period.
normalized_period = str(req_period or "").strip().lower() or "1y"
normalized_interval = str(req_interval or "").strip().lower() or "1d"
if normalized_interval == "1h":
normalized_interval = "60m"
attempts = [(normalized_period, normalized_interval)]
if normalized_interval == "2m":
attempts.extend([(normalized_period, "5m"), (normalized_period, "15m"), (normalized_period, "30m")])
elif normalized_interval == "15m":
attempts.extend([(normalized_period, "30m"), (normalized_period, "60m")])
elif normalized_interval == "60m":
attempts.append((normalized_period, "1d"))
tried = set()
for p, i in attempts:
key = (p, i)
if key in tried:
continue
tried.add(key)
try:
frame = stock.history(period=p, interval=i, auto_adjust=False, actions=False)
if frame is not None and not frame.empty and "Close" in frame.columns:
return frame, i
except Exception:
pass
# Fallback path: direct download API can succeed when Ticker.history fails.
try:
frame = yf.download(
symbol,
period=p,
interval=i,
progress=False,
auto_adjust=False,
actions=False,
threads=False,
)
frame = _normalize_download_frame(frame, symbol)
except Exception:
continue
if frame is not None and not frame.empty and "Close" in frame.columns:
return frame, i
return None, normalized_interval
def _index_to_unix_seconds(index_values):
if isinstance(index_values, pd.DatetimeIndex):
dt_index = index_values
else:
dt_index = pd.to_datetime(index_values, utc=True, errors="coerce")
if getattr(dt_index, "tz", None) is None:
dt_index = dt_index.tz_localize("UTC")
else:
dt_index = dt_index.tz_convert("UTC")
# `asi8` is robust for tz-aware/naive DatetimeIndex and returns ns since epoch.
raw_ns = np.asarray(dt_index.asi8, dtype=np.int64)
return np.asarray(raw_ns // 10**9, dtype=np.int64)
stock = yf.Ticker(symbol)
hist, resolved_interval = _fetch_history_with_fallbacks(stock, period, interval)
if hist is None or hist.empty or "Close" not in hist.columns:
return jsonify({
"symbol": symbol,
"period": period,
"interval": interval,
"message": "No historical data returned by market data provider for the selected range.",
"data": [],
})
close_series = pd.to_numeric(hist["Close"], errors="coerce")
open_series = pd.to_numeric(hist["Open"], errors="coerce") if "Open" in hist.columns else close_series
high_series = pd.to_numeric(hist["High"], errors="coerce") if "High" in hist.columns else close_series
low_series = pd.to_numeric(hist["Low"], errors="coerce") if "Low" in hist.columns else close_series
volume_series = pd.to_numeric(hist["Volume"], errors="coerce").fillna(0) if "Volume" in hist.columns else pd.Series(0, index=hist.index)
unix_seconds = _index_to_unix_seconds(hist.index)
close_values = np.asarray(close_series, dtype=np.float64)
open_values = np.asarray(open_series, dtype=np.float64)
high_values = np.asarray(high_series, dtype=np.float64)
low_values = np.asarray(low_series, dtype=np.float64)
volume_values = np.asarray(volume_series, dtype=np.float64)
valid_mask = np.isfinite(close_values) & np.isfinite(open_values) & np.isfinite(high_values) & np.isfinite(low_values) & np.isfinite(unix_seconds) & (unix_seconds > 0)
data = [
{
"time": int(ts),
"open": float(o),
"high": float(h),
"low": float(l),
"close": float(c),
"value": float(c),
"volume": float(vol)
}
for ts, o, h, l, c, vol in zip(
unix_seconds[valid_mask],
open_values[valid_mask],
high_values[valid_mask],
low_values[valid_mask],
close_values[valid_mask],
volume_values[valid_mask]
)
]
return jsonify({
"symbol": symbol,
"period": period,
"interval": resolved_interval,
"data": data,
})
except Exception:
print(f"Error fetching chart history for {symbol}: {traceback.format_exc()}")
return jsonify({"error": "An internal error occurred while fetching chart history."}), 500
@app.route('/api/related/<ticker>', methods=['GET'])
def get_related(ticker):
"""Return related stock tickers with mini price data for a Recommended for you section."""
symbol = str(ticker or "").strip().upper()
if not symbol:
return jsonify({"error": "Ticker parameter is required"}), 400
print(f"API Request for Related Tickers: {symbol}")
def _normalize_related_frame(frame, sym):
if frame is None or frame.empty:
return frame
if isinstance(frame.columns, pd.MultiIndex):
try:
if sym in frame.columns.get_level_values(-1):
frame = frame.xs(sym, axis=1, level=-1, drop_level=True)
else:
frame.columns = [str(col[0]) for col in frame.columns]
except Exception:
frame.columns = [str(col[0]) if isinstance(col, tuple) else str(col) for col in frame.columns]
return frame
try:
related_symbols = _get_related_tickers(symbol)
results = []
for sym in related_symbols:
try:
frame = yf.download(
sym,
period="5d",
interval="1d",
progress=False,
auto_adjust=False,
actions=False,
threads=False,
)
frame = _normalize_related_frame(frame, sym)
if frame is None or frame.empty or "Close" not in frame.columns:
continue
close_series = pd.to_numeric(frame["Close"], errors="coerce")
closes = [float(x) for x in close_series if np.isfinite(x)]
if len(closes) < 2:
continue
current_price = closes[-1]
previous_close = closes[-2]
price_change = current_price - previous_close
price_change_pct = (price_change / previous_close * 100) if previous_close else 0.0
try:
name = yf.Ticker(sym).info.get("shortName", sym)
except Exception:
name = sym
results.append({
"symbol": sym,
"name": name,
"current_price": round(current_price, 2),
"price_change": round(price_change, 2),
"price_change_pct": round(price_change_pct, 4),
"sparkline": closes,
})
except Exception:
continue
return jsonify({"ticker": symbol, "related": results})
except Exception:
print(f"Error in /api/related/{symbol}: {traceback.format_exc()}")
return jsonify({"error": "An internal error occurred"}), 500
@app.route('/api/analyze', methods=['GET'])
def analyze_ticker():
"""API endpoint to analyze a specific ticker."""
if not iris_app:
return jsonify({"error": "IRIS System failed to initialize on the server."}), 500
raw_ticker = request.args.get('ticker')
if not raw_ticker:
return jsonify({"error": "Ticker parameter is required"}), 400
# --- Validation gate (Layer 1-3) before any LLM / heavy computation -----
if _VALIDATOR_AVAILABLE:
val_result = _validate_ticker(str(raw_ticker))
_log_validation(raw_ticker, val_result)
if not val_result.valid:
return jsonify({
"error": val_result.error,
"code": val_result.code,
"suggestions": val_result.suggestions,
"valid": False,
}), 422
ticker = val_result.ticker
company_name = val_result.company_name # confirmed context for LLM
else:
ticker = str(raw_ticker).strip().upper()
company_name = ""
# -------------------------------------------------------------------------
# --- Data guardrail layer (enabled by default; can be disabled explicitly) ---
market_data = None
grounded_prompt = None
guardrails_enabled = str(request.args.get('guardrails', '1') or '1').strip().lower() not in {"0", "false", "no", "off"}
if _GUARDRAILS_AVAILABLE and guardrails_enabled:
market_data = _fetch_market_data(ticker)
if "error" in market_data:
return jsonify({
"error": f"Could not retrieve market data for {ticker}. Please try again later."
}), 502
grounded_prompt = _build_risk_prompt(ticker, company_name, market_data)
# -------------------------------------------------------------------------
timeframe = str(request.args.get('timeframe', '') or '').strip().upper()
horizon = str(request.args.get('horizon', '1D') or '1D').strip()
if timeframe:
mapped = TIMEFRAME_TO_YFINANCE.get(timeframe)
if not mapped:
return jsonify({
"error": "Invalid timeframe. Supported values: 1D, 5D, 1M, 6M, 1Y, 5Y."
}), 400
period, interval = mapped
else:
period = str(request.args.get('period', '60d') or '60d').strip()
interval = str(request.args.get('interval', '1d') or '1d').strip()
try:
print(
f"API Request for Analysis: {ticker} ({company_name or 'unknown'}) | "
f"timeframe={timeframe or 'custom'} | period={period} interval={interval} | horizon={horizon}"
)
# Run the analysis for the single ticker quietly
report = iris_app.run_one_ticker(
ticker,
quiet=True,
period=period,
interval=interval,
include_chart_history=True,
risk_horizon=horizon,
fast_mode=True,
persist_report=False,
generate_chart_artifact=False,
)
if report:
# Cache analyzed headlines for /api/llm-predict to avoid re-running news pipeline.
evidence_headlines = report.get("evidence", {}).get("headlines_used", [])
report_sentiment = report.get("signals", {}).get("sentiment_score", 0.0)
cache_symbol = str(report.get("meta", {}).get("symbol", ticker) or ticker).strip().upper()
_headline_cache[cache_symbol] = {
"headlines": evidence_headlines if isinstance(evidence_headlines, list) else [],
"sentiment": float(report_sentiment or 0.0),
"ts": time.time(),
}
report["llm_insights"] = get_latest_llm_reports(ticker)
# Attach guardrail data so the frontend renders real numbers
if market_data is not None:
report["market_data"] = market_data
if grounded_prompt is not None:
report["grounded_prompt"] = grounded_prompt
# Post-processing sanity check on any pre-built LLM insight text
if _GUARDRAILS_AVAILABLE and market_data is not None:
for insight in report["llm_insights"].values():
if isinstance(insight, dict):
for text_key in ("summary", "analysis", "text", "content"):
if isinstance(insight.get(text_key), str):
insight[text_key] = _validate_llm_output(
insight[text_key], market_data
)
return jsonify(report)
else:
return jsonify({"error": f"Failed to analyze {ticker}. Stock not found or connection error."}), 404
except Exception:
print(f"Error during analysis: {traceback.format_exc()}")
return jsonify({"error": "An internal error occurred during analysis.", "code": "INTERNAL_ERROR"}), 500
@app.route('/api/predict', methods=['GET'])
def predict_only():
"""Lightweight prediction endpoint: RF model only, no news re-fetch."""
if not iris_app:
return jsonify({"error": "IRIS System not initialized"}), 500
ticker = str(request.args.get('ticker', '') or '').strip().upper()
horizon = str(request.args.get('horizon', '1D') or '1D').strip().upper()
if not ticker:
return jsonify({"error": "Ticker parameter required"}), 400
horizon_days = RISK_HORIZON_MAP.get(horizon, 1)
horizon_label = RISK_HORIZON_LABELS.get(horizon, '1 Day')
try:
data = iris_app.get_market_data(ticker)
if not data:
return jsonify({"error": f"No market data for {ticker}"}), 404
trend_label, predicted_price, trajectory, traj_upper, traj_lower, _ = iris_app.predict_trend(
data,
sentiment_score=0.0,
horizon_days=horizon_days,
)
current_price = float(data["current_price"])
pct_change = ((predicted_price - current_price) / current_price * 100) if current_price else 0.0
last_rsi = 50.0
history_df = data.get("history_df")
if history_df is not None and "rsi_14" in history_df.columns and len(history_df):
last_rsi = float(history_df["rsi_14"].iloc[-1])
investment_signal = derive_investment_signal(pct_change, 0.0, last_rsi, horizon_days)
return jsonify({
"ticker": ticker,
"horizon": horizon,
"horizon_days": horizon_days,
"horizon_label": horizon_label,
"predicted_price": float(predicted_price),
"prediction_trajectory": [float(p) for p in trajectory],
"prediction_trajectory_upper": [float(p) for p in traj_upper],
"prediction_trajectory_lower": [float(p) for p in traj_lower],
"trend_label": trend_label,
"investment_signal": investment_signal,
})
except Exception:
print(f"Error in /api/predict: {traceback.format_exc()}")
return jsonify({"error": "Prediction failed"}), 500
@app.route('/api/llm-predict', methods=['GET'])
def llm_predict_endpoint():
"""Parallel LLM prediction using cached headlines (no full news pipeline rerun)."""
ticker = str(request.args.get('ticker', '') or '').strip().upper()
horizon = str(request.args.get('horizon', '1D') or '1D').strip().upper()
if not ticker:
return jsonify({"error": "Ticker parameter required"}), 400
_start_ts = time.time()
print(f"[LLM-PREDICT] START ticker={ticker} horizon={horizon}")
cache_key = f"{ticker}:{horizon}"
cached = _llm_predict_cache.get(cache_key)
if cached and (time.time() - cached["ts"]) < _LLM_CACHE_TTL:
print(f"[LLM-PREDICT] CACHE HIT ticker={ticker} horizon={horizon}")
return jsonify(cached["data"])
try:
from generate_llm_reports import predict_with_llms, _normalize_llm_result
horizon_days = RISK_HORIZON_MAP.get(horizon, 1)
horizon_label = RISK_HORIZON_LABELS.get(horizon, "1 Day")
# Gather market context. Failures here should not block LLM calls.
current_price = 0.0
sma_5 = current_price
rsi_14 = 50.0
sentiment_score = 0.0
headlines_summary = "No recent headlines available."
try:
data = iris_app.get_market_data(ticker) if iris_app else None
if data:
current_price = float(data.get("current_price", 0.0) or 0.0)
sma_5 = current_price
history_df = data.get("history_df")
if history_df is not None and len(history_df):
if "sma_5" in history_df.columns:
sma_5 = float(history_df["sma_5"].iloc[-1])
if "rsi_14" in history_df.columns:
rsi_14 = float(history_df["rsi_14"].iloc[-1])
except Exception as e:
print(f"[LLM-PREDICT] Market data failed for {ticker}: {e}")
print(f"[LLM-PREDICT] Market data: {time.time() - _start_ts:.1f}s")
# Headlines: use cached /api/analyze headlines; never rerun full analyze_news here.
hcache = _headline_cache.get(ticker)
if hcache and (time.time() - float(hcache.get("ts", 0.0))) < _HEADLINE_CACHE_TTL:
sentiment_score = float(hcache.get("sentiment", 0.0) or 0.0)
cached_headlines = hcache.get("headlines", [])
headlines_summary = "; ".join(
str(h.get("title", ""))[:80]
for h in (cached_headlines or [])[:7]
if isinstance(h, dict)
) or "No recent headlines available."
else:
# Minimal fallback without FinBERT/LLM filtering.
try:
stock_news = yf.Ticker(ticker).news or []
quick_titles = []
for item in stock_news[:10]:
title = ""
if isinstance(item, dict):
title = item.get("title") or ""
if not title:
content = item.get("content")
if isinstance(content, dict):
title = content.get("title", "")
if title:
quick_titles.append(str(title)[:80])
headlines_summary = "; ".join(quick_titles[:7]) or "No recent headlines available."
except Exception:
pass
results = predict_with_llms(
symbol=ticker,
current_price=current_price,
sma_5=sma_5,
rsi_14=rsi_14,
sentiment_score=sentiment_score,
horizon=horizon,
horizon_days=horizon_days,
horizon_label=horizon_label,
headlines_summary=headlines_summary,
)
print(f"[LLM-PREDICT] LLM calls done: {time.time() - _start_ts:.1f}s")
for key in results:
results[key] = _normalize_llm_result(results[key])
response_data = {
"ticker": ticker,
"horizon": horizon,
"horizon_label": horizon_label,
"models": results,
}
_llm_predict_cache[cache_key] = {"data": response_data, "ts": time.time()}
print(f"[LLM-PREDICT] DONE ticker={ticker} horizon={horizon} total={time.time() - _start_ts:.1f}s")
return jsonify(response_data)
except Exception:
print(f"[LLM-PREDICT] Unhandled error: {traceback.format_exc()}")
fallback = {
"ticker": ticker,
"horizon": horizon,
"horizon_label": RISK_HORIZON_LABELS.get(horizon, horizon),
"models": {
"chatgpt52": {"error": "Service error", "status": "unavailable"},
"deepseek_v3": {"error": "Service error", "status": "unavailable"},
"gemini_v3_pro": {"error": "Service error", "status": "unavailable"},
},
}
return jsonify(fallback)
@app.route('/api/chart')
def get_chart():
"""Serve the generated chart image."""
path = request.args.get('path')
if not path:
return jsonify({"error": "No path provided"}), 400
requested = Path(str(path))
full_path = (PROJECT_ROOT / requested).resolve() if not requested.is_absolute() else requested.resolve()
data_root = DATA_DIR.resolve()
try:
full_path.relative_to(data_root)
except ValueError:
return jsonify({"error": "Invalid path"}), 403
if not full_path.exists():
return jsonify({"error": "Chart not found"}), 404
return send_file(str(full_path), mimetype='image/png')
@app.route('/api/feedback', methods=['POST'])
def submit_feedback():
"""Receive dashboard feedback payloads and append them to a JSON log."""
payload = request.get_json(silent=True)
if not isinstance(payload, dict):
return jsonify({"error": "Invalid JSON payload"}), 400
feedback_item = dict(payload)
feedback_item["timestamp"] = datetime.now(timezone.utc).isoformat()
log_path = _feedback_log_path()
log_path.parent.mkdir(parents=True, exist_ok=True)
try:
with open(log_path, "r", encoding="utf-8") as f:
loaded = json.load(f)
logs = loaded if isinstance(loaded, list) else []
except FileNotFoundError:
logs = []
except (OSError, json.JSONDecodeError):
logs = []
logs.append(feedback_item)
try:
with open(log_path, "w", encoding="utf-8") as f:
json.dump(logs, f, indent=2)
except OSError:
return jsonify({"error": "Failed to write feedback log"}), 500
try:
saved_to = str(log_path.relative_to(PROJECT_ROOT))
except ValueError:
saved_to = str(log_path)
return jsonify({
"status": "success",
"message": "Feedback logged",
"saved_to": saved_to,
"demo_mode": DEMO_MODE,
})
@app.route('/api/feedback/status', methods=['GET'])
def feedback_status():
"""Expose current feedback storage wiring for runtime debugging."""
log_path = _feedback_log_path()
exists = log_path.exists()
count = 0
last_timestamp = None
if exists:
try:
with open(log_path, "r", encoding="utf-8") as f:
loaded = json.load(f)
if isinstance(loaded, list):
count = len(loaded)
if loaded and isinstance(loaded[-1], dict):
last_timestamp = loaded[-1].get("timestamp")
except (OSError, json.JSONDecodeError):
pass
return jsonify({
"demo_mode": DEMO_MODE,
"cwd": os.getcwd(),
"project_root": str(PROJECT_ROOT),
"data_dir": str(DATA_DIR),
"iris_initialized": iris_app is not None,
"finbert_status": getattr(iris_app, "finbert_status", None) if iris_app is not None else None,
"feedback_log_path": str(log_path),
"feedback_log_exists": exists,
"feedback_log_entries": count,
"last_timestamp": last_timestamp,
})
@app.route('/api/admin/feedback')
def admin_feedback_logs():
"""Download the current feedback log file from the runtime container."""
relative_log_path = (
Path("data/demo_guests/feedback_logs.json")
if DEMO_MODE
else Path("data/feedback_logs.json")
)
log_path = PROJECT_ROOT / relative_log_path
if log_path.exists():
return send_file(str(log_path), mimetype='application/json')
return jsonify({
"status": "empty",
"message": "No feedback logs have been generated yet.",
})
@app.route('/api/session-summary/latest')
def latest_session_summary():
"""Return the most recent session summary with comparisons."""
path = SESSIONS_DIR / "latest_session_summary.json"
if not path.exists():
return jsonify({"error": "No session summary found yet."}), 404
return send_file(str(path), mimetype="application/json")
@app.route('/api/tickers/search', methods=['GET'])
def search_tickers_endpoint():
"""Prefix search over the local ticker database for autocomplete."""
q = str(request.args.get('q', '') or '').strip()
if not q:
return jsonify({"results": []}), 200
try:
limit = max(1, min(int(request.args.get('limit', 8)), 50))
except (ValueError, TypeError):
limit = 8
if _VALIDATOR_AVAILABLE and _search_tickers is not None:
try:
results = _search_tickers(q, limit)
except Exception:
results = []
else:
results = []
return jsonify({"results": results}), 200
@app.route('/api/validate-ticker', methods=['POST'])
def validate_ticker_endpoint():
"""Real-time ticker validation for the frontend (always returns HTTP 200)."""
ip = request.remote_addr or "unknown"
if not _check_rate_limit(ip):
return jsonify({"error": "Too many requests. Please wait before trying again.", "code": "RATE_LIMITED"}), 429
body = request.get_json(silent=True) or {}
raw = body.get("ticker", "")
if not _VALIDATOR_AVAILABLE:
return jsonify({"valid": True, "ticker": str(raw).strip().upper(),
"company_name": ""}), 200
result = _validate_ticker(str(raw))
_log_validation(raw, result)
if result.valid:
return jsonify({
"valid": True,
"ticker": result.ticker,
"company_name": result.company_name,
"warning": result.warning,
}), 200
return jsonify({
"valid": False,
"error": result.error,
"code": result.code,
"suggestions": result.suggestions,
}), 200
@app.route('/api/health', methods=['GET'])
def health_check():
"""Report service health and ticker database status."""
ticker_db_loaded = False
ticker_count = 0
ticker_db_age_hours = None
ticker_db_stale = False
if _VALIDATOR_AVAILABLE and _load_ticker_db is not None:
try:
db = _load_ticker_db()
ticker_db_loaded = True
ticker_count = len(db)
except Exception:
pass
if _get_db_file_age_hours is not None:
try:
ticker_db_age_hours = _get_db_file_age_hours()
ticker_db_age_hours = round(ticker_db_age_hours, 2) if ticker_db_age_hours is not None else None
except Exception:
pass
if _is_db_stale is not None:
try:
ticker_db_stale = _is_db_stale(threshold_hours=48.0)
except Exception:
pass
return jsonify({
"status": "ok",
"ticker_db_loaded": ticker_db_loaded,
"ticker_count": ticker_count,
"ticker_db_age_hours": ticker_db_age_hours,
"ticker_db_stale": ticker_db_stale,
}), 200
@app.route('/api/admin/refresh-ticker-db', methods=['POST'])
def refresh_ticker_db_endpoint():
"""Manually trigger a ticker database refresh from the SEC source."""
if not _VALIDATOR_AVAILABLE or _refresh_ticker_db is None:
return jsonify({"error": "Ticker database module not available."}), 503
try:
result = _refresh_ticker_db()
status_code = 200 if result.get("status") == "ok" else 502
return jsonify(result), status_code
except Exception as exc:
logging.getLogger(__name__).error("Manual ticker DB refresh failed: %s", exc)
return jsonify({"status": "error", "error": "Refresh failed unexpectedly."}), 500
if __name__ == '__main__':
# Run the Flask app
app.run(debug=True, port=5000)
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