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import sys
import json
import uuid
import time
import random
import builtins
from pathlib import Path
from datetime import datetime
from flask import Flask, abort, render_template, request, jsonify, send_from_directory, session
from flask_cors import CORS
from dotenv import load_dotenv
from collections import defaultdict
from werkzeug.middleware.proxy_fix import ProxyFix
from agent_service import agent_is_configured, run_agent_message
from market_demo import MARKET_POOL, generate_kline, generate_news, generate_quotes
from runtime_config import (
CHROMA_DB_DIR,
CHECKPOINTS_DB_PATH,
DATA_DIR,
KNOWLEDGE_BASE_PATH,
ROOT_DIR,
)
def safe_print(*args, **kwargs):
try:
builtins.print(*args, **kwargs)
except UnicodeEncodeError:
file = kwargs.get("file", sys.stdout)
encoding = getattr(file, "encoding", None) or "utf-8"
cleaned_args = [
str(arg).encode(encoding, errors="ignore").decode(encoding, errors="ignore")
for arg in args
]
builtins.print(*cleaned_args, **kwargs)
print = safe_print
# Load environment variables
load_dotenv()
app = Flask(__name__)
if os.getenv("TRUST_PROXY_HEADERS", "true").lower() == "true":
app.wsgi_app = ProxyFix(app.wsgi_app, x_for=1, x_proto=1, x_host=1, x_port=1)
# Use environment variable for secret key (SECURITY BEST PRACTICE)
app.secret_key = os.getenv('FLASK_SECRET_KEY')
if not app.secret_key:
print("WARNING: FLASK_SECRET_KEY not set.")
print("Using a development secret key. Set FLASK_SECRET_KEY before deploying.")
app.secret_key = 'dev-key-CHANGE-ME-in-production'
app.config['SESSION_COOKIE_SAMESITE'] = os.getenv('SESSION_COOKIE_SAMESITE', 'Lax')
app.config['SESSION_COOKIE_SECURE'] = os.getenv('SESSION_COOKIE_SECURE', 'false').lower() == 'true'
app.config['SESSION_COOKIE_HTTPONLY'] = True
def get_cors_origins():
defaults = [
'http://127.0.0.1:5173',
'http://localhost:5173',
'http://127.0.0.1:5000',
'http://localhost:5000',
]
extra = [
origin.strip()
for origin in os.getenv('FRONTEND_ORIGINS', '').split(',')
if origin.strip()
]
return sorted(set(defaults + extra))
CORS(app, supports_credentials=True, origins=get_cors_origins())
UI_DIST_DIR = ROOT_DIR / "ui improvement" / "dist"
VIDEO_DIR = ROOT_DIR / "video"
CONTACT_VIDEO_DIR = ROOT_DIR / "contact"
HERO_VIDEO_EXTENSIONS = {".mp4", ".webm", ".ogg", ".m4v", ".mov"}
def get_positive_float_env(name):
value = os.getenv(name, "").strip()
if not value:
return None
try:
parsed = float(value)
except ValueError:
print(f"WARNING: Invalid value for {name}: {value}")
return None
return parsed if parsed > 0 else None
def get_positive_int_env(name):
value = os.getenv(name, "").strip()
if not value:
return None
try:
parsed = int(value)
except ValueError:
print(f"WARNING: Invalid value for {name}: {value}")
return None
return parsed if parsed > 0 else None
def list_media_files(directory):
if not directory.exists():
return []
media_files = [
path
for path in directory.iterdir()
if path.is_file() and path.suffix.lower() in HERO_VIDEO_EXTENSIONS
]
max_file_mb = get_positive_float_env("BACKGROUND_VIDEO_MAX_MB")
if max_file_mb is not None:
max_bytes = max_file_mb * 1024 * 1024
filtered_files = [path for path in media_files if path.stat().st_size <= max_bytes]
if filtered_files:
media_files = filtered_files
max_count = get_positive_int_env("BACKGROUND_VIDEO_MAX_COUNT")
if max_count is not None and len(media_files) > max_count:
media_files = sorted(
media_files,
key=lambda path: (path.stat().st_size, path.name.lower()),
)[:max_count]
return [path.name for path in sorted(media_files, key=lambda path: path.name.lower())]
def directory_is_writable(directory):
try:
directory.mkdir(parents=True, exist_ok=True)
probe_path = directory / ".write-test"
probe_path.write_text("ok", encoding="utf-8")
probe_path.unlink(missing_ok=True)
return True, None
except OSError as error:
return False, str(error)
# --- Academy Database (50 Modules for Beginners) ---
ACADEMY_DATA = [
{"id": 1, "parent": None, "cat": "Foundations", "difficulty": 1, "name": "Time Value of Money", "video": "cy4PiY5ERTI", "source": "Patrick Boyle", "views": "280k", "completed": False, "ratings": [5, 4, 5], "video_intro": "The foundation of all valuation.", "outcomes": ["Calculate Present & Future Value", "Understand Discount Rates"], "takeaways": ["Money today is worth more than tomorrow", "Compounding is exponential"]},
{"id": 2, "parent": 1, "cat": "Economics", "difficulty": 1, "name": "Market Microstructure", "video": "zi78J-h1XgY", "source": "The Plain Bagel", "views": "142k", "completed": False, "ratings": [4, 5], "video_intro": "Order book dynamics.", "outcomes": ["Analyze Bid-Ask Spreads", "Understand Liquidity Providers"], "takeaways": ["Market depth impacts trade execution", "Spreads reflect liquidity costs"]},
{"id": 3, "parent": 2, "cat": "Foundations", "difficulty": 1, "name": "Stock Market for Beginners", "video": "T_2b2d_y64Q", "source": "Humphrey Yang", "views": "1.2M", "completed": False, "ratings": [5], "video_intro": "A complete guide to starting your journey.", "outcomes": ["Open Brokerage Accounts", "Place First Trade"], "takeaways": ["Start early to maximize growth", "Consistency is key to success"]},
{"id": 4, "parent": 3, "cat": "Foundations", "difficulty": 1, "name": "What is a Stock?", "video": "C_3f_3_J_00", "source": "Khan Academy", "views": "850k", "completed": False, "ratings": [5], "video_intro": "Understanding equity ownership.", "outcomes": ["Define Equity Ownership", "Differentiate Common vs Preferred"], "takeaways": ["Stocks represent real business ownership", "Shareholders have voting rights"]},
{"id": 5, "parent": 4, "cat": "Foundations", "difficulty": 1, "name": "How the Stock Market Works", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "2.1M", "completed": False, "ratings": [4], "video_intro": "The mechanics of the exchange.", "outcomes": ["Explain Exchange Mechanisms", "Understand IPO Process"], "takeaways": ["Markets efficiently allocate capital", "Supply and demand drive prices"]},
{"id": 6, "parent": 5, "cat": "Foundations", "difficulty": 1, "name": "Types of Investments", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "600k", "completed": False, "ratings": [5], "video_intro": "Stocks, Bonds, and more.", "outcomes": ["Compare Asset Classes", "Assess Risk vs Reward"], "takeaways": ["Diversification reduces portfolio risk", "Different assets serve different goals"]},
{"id": 7, "parent": 6, "cat": "Foundations", "difficulty": 1, "name": "Power of Compound Interest", "video": "X_D_J_y_Q_g_Q", "source": "Khan Academy", "views": "900k", "completed": False, "ratings": [5], "video_intro": "The 8th wonder of the world.", "outcomes": ["Calculate Compound Returns", "Project Long-term Growth"], "takeaways": ["Time in market beats timing market", "Reinvesting earnings accelerates wealth"]},
{"id": 8, "parent": 7, "cat": "Analysis", "difficulty": 2, "name": "Understanding Financials", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "450k", "completed": False, "ratings": [5], "video_intro": "How to read the big three statements.", "outcomes": ["Read Balance Sheets", "Analyze Income Statements"], "takeaways": ["Financials reveal true company health", "Look for consistent performance"]},
{"id": 9, "parent": 8, "cat": "Analysis", "difficulty": 2, "name": "P/E Ratio Explained", "video": "4KkTGx2bK_4", "source": "Investopedia", "views": "300k", "completed": False, "ratings": [4], "video_intro": "Valuing a company via earnings.", "outcomes": ["Calculate Price-to-Earnings", "Compare Valuation Metrics"], "takeaways": ["High P/E implies high growth expectations", "Price alone tells you nothing"]},
{"id": 10, "parent": 9, "cat": "Analysis", "difficulty": 2, "name": "EPS & Earnings Growth", "video": "_u_J9g_D_FM", "source": "Patrick Boyle", "views": "120k", "completed": False, "ratings": [4], "video_intro": "Tracking profitability per share.", "outcomes": ["Calculate Earnings Per Share", "Analyze Growth Trends"], "takeaways": ["EPS growth drives stock prices", "Watch for dilution risks"]},
{"id": 11, "parent": 10, "cat": "Analysis", "difficulty": 2, "name": "Technical Analysis Basics", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "500k", "completed": False, "ratings": [5], "video_intro": "Reading charts and patterns.", "outcomes": ["Identify Support & Resistance", "Recognize Chart Patterns"], "takeaways": ["Price action reflects market psychology", "Trend is your friend until it bends"]},
{"id": 12, "parent": 11, "cat": "Analysis", "difficulty": 2, "name": "Fundamental Analysis", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "350k", "completed": False, "ratings": [5], "video_intro": "Digging into company value.", "outcomes": ["Evaluate Business Moats", "Assess Management Quality"], "takeaways": ["Value depends on future cash flows", "Buy quality businesses at fair prices"]},
{"id": 13, "parent": 12, "cat": "Strategy", "difficulty": 2, "name": "Portfolio Management", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "200k", "completed": False, "ratings": [4], "video_intro": "Organizing your investments.", "outcomes": ["Construct Balanced Portfolios", "Execute Rebalancing"], "takeaways": ["Asset allocation drives returns", "Regular maintenance reduces risk"]},
{"id": 14, "parent": 13, "cat": "Strategy", "difficulty": 2, "name": "Risk Management", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "180k", "completed": False, "ratings": [5], "video_intro": "Avoiding catastrophic losses.", "outcomes": ["Determine Position Sizing", "Set Stop-Loss Levels"], "takeaways": ["Capital preservation is priority #1", "Never risk more than you can lose"]},
{"id": 15, "parent": 14, "cat": "Strategy", "difficulty": 1, "name": "Long-Term vs Short-Term", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "400k", "completed": False, "ratings": [4], "video_intro": "Investing vs Trading.", "outcomes": ["Define Investment Horizon", "Understand Tax Implications"], "takeaways": ["Investing is for wealth building", "Trading is for income generation"]},
{"id": 16, "parent": 15, "cat": "Foundations", "difficulty": 1, "name": "Bonds, Funds, and ETFs", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "320k", "completed": False, "ratings": [5], "video_intro": "Diverse investment vehicles.", "outcomes": ["Distinguish ETFs vs Mutual Funds", "Understand Fixed Income"], "takeaways": ["ETFs offer low-cost diversification", "Bonds provide stability and income"]},
{"id": 17, "parent": 16, "cat": "Foundations", "difficulty": 1, "name": "S&P 500 Explained", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "1.1M", "completed": False, "ratings": [5], "video_intro": "The benchmark of the US market.", "outcomes": ["Understand Market Indices", "Analyze Index Weighting"], "takeaways": ["S&P 500 represents US economy", "Passive indexing beats most active funds"]},
{"id": 18, "parent": 17, "cat": "Analysis", "difficulty": 1, "name": "Market Capitalization", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "250k", "completed": False, "ratings": [4], "video_intro": "Understanding company size.", "outcomes": ["Categorize Cap Sizes", "Evaluate Growth vs Stability"], "takeaways": ["Small caps offer higher growth potential", "Large caps offer stability and dividends"]},
{"id": 19, "parent": 18, "cat": "Analysis", "difficulty": 2, "name": "Reading a Balance Sheet", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "150k", "completed": False, "ratings": [5], "video_intro": "What a company owns and owes.", "outcomes": ["Calculate Working Capital", "Assess Debt-to-Equity"], "takeaways": ["Assets = Liabilities + Equity", "Solvency is key to survival"]},
{"id": 20, "parent": 19, "cat": "Analysis", "difficulty": 2, "name": "Income Statement Basics", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "180k", "completed": False, "ratings": [4], "video_intro": "Revenue, expenses, and profit.", "outcomes": ["Analyze Revenue Streams", "Calculate Profit Margins"], "takeaways": ["Top line is vanity, bottom line is sanity", "Margins indicate competitive advantage"]},
{"id": 21, "parent": 20, "cat": "Analysis", "difficulty": 2, "name": "Cash Flow Statement", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "110k", "completed": False, "ratings": [4], "video_intro": "Tracking the movement of money.", "outcomes": ["Analyze Operating Cash Flow", "Calculate Free Cash Flow"], "takeaways": ["Cash flow creates shareholder value", "Profits can be manipulated, cash cannot"]},
{"id": 22, "parent": 21, "cat": "Analysis", "difficulty": 2, "name": "Candlestick Patterns", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "600k", "completed": False, "ratings": [5], "video_intro": "Decoding price action.", "outcomes": ["Identify Reversal Patterns", "Interpret Market Sentiment"], "takeaways": ["Candlesticks reveal buyer/seller battle", "Context is crucial for pattern accuracy"]},
{"id": 23, "parent": 22, "cat": "Economics", "difficulty": 1, "name": "Bull vs Bear Markets", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "3.5M", "completed": False, "ratings": [5], "video_intro": "Cycles of optimism and pessimism.", "outcomes": ["Identify Market Cycles", "Adjust Strategy per Cycle"], "takeaways": ["Bull markets climb a wall of worry", "Bear markets transfer wealth to patient"]},
{"id": 24, "parent": 23, "cat": "Strategy", "difficulty": 2, "name": "Dividend Investing", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "1.5M", "completed": False, "ratings": [5], "video_intro": "Building passive income.", "outcomes": ["Calculate Dividend Yield", "Evaluate Payout Ratios"], "takeaways": ["Dividends provide passive income stream", "Dividend growth signals company health"]},
{"id": 25, "parent": 24, "cat": "Strategy", "difficulty": 1, "name": "Index Fund Investing", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "700k", "completed": False, "ratings": [5], "video_intro": "Low-cost wealth building.", "outcomes": ["Minimize Expense Ratios", "Automate Monthly Investing"], "takeaways": ["You don't need to beat the market", "Low costs lead to higher net returns"]},
{"id": 26, "parent": 25, "cat": "Analysis", "difficulty": 2, "name": "How to Research Stocks", "video": "21STUhQ-iP0", "source": "The Plain Bagel", "views": "400k", "completed": False, "ratings": [5], "video_intro": "Step-by-step due diligence.", "outcomes": ["Find Reliable Data Sources", "Perform SWOT Analysis"], "takeaways": ["Do your own due diligence (DYODD)", "Information asymmetry is your enemy"]},
{"id": 27, "parent": 26, "cat": "Strategy", "difficulty": 2, "name": "Stock Trading Basics", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "250k", "completed": False, "ratings": [4], "video_intro": "Buying and selling mechanics.", "outcomes": ["Understand Order Types", "Execute Trades Efficiently"], "takeaways": ["Market orders for speed, limit for price", "Emotional discipline is mandatory"]},
{"id": 28, "parent": 27, "cat": "Advanced", "difficulty": 3, "name": "Options Trading 101", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "1.2M", "completed": False, "ratings": [5], "video_intro": "Leveraging your capital.", "outcomes": ["Differentiate Calls vs Puts", "Understand Option Greeks"], "takeaways": ["Options offer leverage and hedging", "Time decay works against buyers"]},
{"id": 29, "parent": 28, "cat": "Strategy", "difficulty": 2, "name": "REITs Explained", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "190k", "completed": False, "ratings": [4], "video_intro": "Investing in real estate via stocks.", "outcomes": ["Analyze FFO vs EPS", "Assess Property Sectors"], "takeaways": ["Real estate exposure with liquidity", "REITs must pay 90% of income as dividends"]},
{"id": 30, "parent": 29, "cat": "Foundations", "difficulty": 2, "name": "Cryptocurrency Intro", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "5M", "completed": False, "ratings": [5], "video_intro": "Bitcoin, Blockchain, and more.", "outcomes": ["Understand Blockchain Tech", "Secure Digital Wallets"], "takeaways": ["Decentralization removes intermediaries", "High volatility requires high risk tolerance"]},
{"id": 31, "parent": 30, "cat": "Psychology", "difficulty": 2, "name": "Behavioral Finance", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "100k", "completed": False, "ratings": [5], "video_intro": "Why we make bad money choices.", "outcomes": ["Identify Cognitive Biases", "Overcome FOMO & Panic"], "takeaways": ["Investing is 90% emotional control", "Self-awareness improves decision making"]},
{"id": 32, "parent": 31, "cat": "Strategy", "difficulty": 1, "name": "Dollar Cost Averaging", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "300k", "completed": False, "ratings": [5], "video_intro": "Smoothing out market entry.", "outcomes": ["Implement Automatic Deposits", "Reduce Timing Risk"], "takeaways": ["Buy more shares when prices are low", "Removes emotion from investing"]},
{"id": 33, "parent": 32, "cat": "Strategy", "difficulty": 2, "name": "Asset Allocation", "video": "f5px_b_y_1Q", "source": "The Plain Bagel", "views": "150k", "completed": False, "ratings": [5], "video_intro": "The only free lunch in finance.", "outcomes": ["Determine Risk Tolerance", "Diversify Across Sectors"], "takeaways": ["Diversification reduces unsystematic risk", "Rebalance to maintain target allocation"]},
{"id": 34, "parent": 33, "cat": "Economics", "difficulty": 2, "name": "Market Cycles", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "8M", "completed": False, "ratings": [5], "video_intro": "How the economic machine works.", "outcomes": ["Recognize Cycle Stages", "Anticipate Sector Rotation"], "takeaways": ["Economies expand and contract naturally", "Positioning depends on the cycle phase"]},
{"id": 35, "parent": 34, "cat": "Strategy", "difficulty": 2, "name": "Growth vs Value", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "220k", "completed": False, "ratings": [4], "video_intro": "Two distinct paths to profit.", "outcomes": ["Screen for Growth Stocks", "Identify Value Traps"], "takeaways": ["Growth focuses on future potential", "Value focuses on current bargains"]},
{"id": 36, "parent": 35, "cat": "Economics", "difficulty": 2, "name": "Inflation & Stocks", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "1M", "completed": False, "ratings": [4], "video_intro": "The hidden tax on savings.", "outcomes": ["Assess Purchasing Power", "Identify Inflation Hedges"], "takeaways": ["Cash loses value over time", "Real assets protect against inflation"]},
{"id": 37, "parent": 36, "cat": "Economics", "difficulty": 2, "name": "Interest Rates & Fed", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "240k", "completed": False, "ratings": [5], "video_intro": "The engine of the economy.", "outcomes": ["Monitor Fed Policy", "Understand Yield Curve"], "takeaways": ["Rates act as gravity on asset prices", "Don't fight the Federal Reserve"]},
{"id": 38, "parent": 37, "cat": "Foundations", "difficulty": 2, "name": "IPOs Explained", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "300k", "completed": False, "ratings": [4], "video_intro": "Going public.", "outcomes": ["Analyze S-1 Filings", "Understand Lock-up Periods"], "takeaways": ["IPOs often underperform initially", "Insiders sell into liquidity events"]},
{"id": 39, "parent": 38, "cat": "Foundations", "difficulty": 1, "name": "Stock Splits & Buybacks", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "150k", "completed": False, "ratings": [4], "video_intro": "Corporate actions.", "outcomes": ["Calculate Adjusted Price", "Evaluate Shareholder Yield"], "takeaways": ["Splits are cosmetic, buybacks are real", "Buybacks increase ownership share"]},
{"id": 40, "parent": 39, "cat": "Strategy", "difficulty": 3, "name": "Short Selling Basics", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "200k", "completed": False, "ratings": [3], "video_intro": "Profiting from declines.", "outcomes": ["Understand Borrowing Costs", "Identify Short Squeezes"], "takeaways": ["Shorting has unlimited downside risk", "Timing is critical for short sellers"]},
{"id": 41, "parent": 40, "cat": "Economics", "difficulty": 2, "name": "Economic Indicators", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "120k", "completed": False, "ratings": [4], "video_intro": "Reading the dashboard.", "outcomes": ["Interpret GDP & Jobs Data", "Track Consumer Confidence"], "takeaways": ["Macro data drives market trends", "Leading indicators predict turning points"]},
{"id": 42, "parent": 41, "cat": "Strategy", "difficulty": 2, "name": "Recession Strategies", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "500k", "completed": False, "ratings": [5], "video_intro": "Investing in downturns.", "outcomes": ["Select Defensive Stocks", "Build Cash Reserves"], "takeaways": ["Recessions create generation buying opps", "Cash provides optionality in crashes"]},
{"id": 43, "parent": 42, "cat": "Foundations", "difficulty": 1, "name": "Tax-Advantaged Accounts", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "100k", "completed": False, "ratings": [5], "video_intro": "Saving on taxes.", "outcomes": ["Compare 401k vs IRA", "Maximize Tax Savings"], "takeaways": ["Taxes are your biggest expense", "Asset location matters as much as allocation"]},
{"id": 44, "parent": 43, "cat": "Regulations", "difficulty": 2, "name": "Capital Gains Taxes", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "80k", "completed": False, "ratings": [4], "video_intro": "Selling for a profit.", "outcomes": ["Calculate Tax Liability", "Harvest Tax Losses"], "takeaways": ["Long-term rates are lower than short-term", "Never let taxes dictate a bad trade"]},
{"id": 45, "parent": 44, "cat": "Strategy", "difficulty": 1, "name": "Market vs Limit Orders", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "140k", "completed": False, "ratings": [5], "video_intro": "How to execute trades.", "outcomes": ["Choose Correct Order Type", "Avoid Slippage Costs"], "takeaways": ["Limit orders guarantee price, not execution", "Market orders guarantee execution, not price"]},
{"id": 46, "parent": 45, "cat": "Strategy", "difficulty": 2, "name": "Stop Loss Orders", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "110k", "completed": False, "ratings": [4], "video_intro": "Automation for protection.", "outcomes": ["Set Trailing Stops", "Manage Downside Risk"], "takeaways": ["Cut losers short, let winners run", "Automated stops remove emotional hesitation"]},
{"id": 47, "parent": 46, "cat": "Analysis", "difficulty": 2, "name": "Analyzing Tech Stocks", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "300k", "completed": False, "ratings": [5], "video_intro": "Valuing innovation.", "outcomes": ["Analyze SaaS Metrics", "Evaluate Total Addressable Market"], "takeaways": ["Growth rates justify higher valuations", "Profitability may be delayed for scale"]},
{"id": 48, "parent": 47, "cat": "Strategy", "difficulty": 2, "name": "Global Investing", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "90k", "completed": False, "ratings": [4], "video_intro": "Emerging markets.", "outcomes": ["Invest in Emerging Markets", "Manage Currency Risk"], "takeaways": ["Home bias limits your opportunity set", "Global diversification smooths returns"]},
{"id": 49, "parent": 48, "cat": "Psychology", "difficulty": 2, "name": "Psychology of Trading", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "200k", "completed": False, "ratings": [5], "video_intro": "Mastering your mind.", "outcomes": ["Develop Trading Discipline", "Maintain Emotional Balance"], "takeaways": ["Your mindset is your biggest asset", "Stick to your plan when emotions run high"]},
{"id": 50, "parent": 49, "cat": "Foundations", "difficulty": 2, "name": "Investment Banking", "video": "p7HKvqRI_Bo", "source": "TED-Ed", "views": "150k", "completed": False, "ratings": [4], "video_intro": "Inside Wall Street.", "outcomes": ["Understand M&A Process", "Analyze Capital Markets"], "takeaways": ["Investment banks facilitate global flows", "Understanding incentives explains market moves"]},
]
ACADEMY_DB = {m["id"]: m for m in ACADEMY_DATA}
COMMENTS_STORE = {i: [
{"id": f"init-{i}", "user": "Analyst_Pro", "text": "Essential for any serious trader.", "likes": random.randint(1, 20), "timestamp": 1738900000, "replies": [
{"id": f"r{i}", "user": f"User_{random.randint(1000, 9999)}", "text": "Agree, very helpful!", "likes": random.randint(0, 5)}
]}
] for i in range(1, 51)}
# --- Lab: Stock Pool (US equities, ETFs, and crypto) ---
STOCK_POOL = MARKET_POOL
USER_PORTFOLIOS = defaultdict(lambda: {
"cash": 100000.0,
"holdings": {},
"history": [],
})
CHAT_SESSIONS = defaultdict(lambda: {})
INQUIRY_STORE = []
def ensure_user_session():
if 'user_id' not in session:
session['user_id'] = str(uuid.uuid4())
@app.before_request
def assign_user_session():
ensure_user_session()
def build_fallback_news(symbol):
return generate_news(symbol)
def serve_spa_entry(path=""):
if UI_DIST_DIR.exists():
candidate = UI_DIST_DIR / path if path else UI_DIST_DIR / "index.html"
if path and candidate.is_file():
return send_from_directory(UI_DIST_DIR, path)
index_file = UI_DIST_DIR / "index.html"
if index_file.exists():
return send_from_directory(UI_DIST_DIR, "index.html")
if path in ("", "index.html"):
return render_template('index.html')
return abort(404)
@app.route('/api/hero-videos')
def get_hero_videos():
return jsonify({"videos": list_media_files(VIDEO_DIR)})
@app.route('/api/contact-videos')
def get_contact_videos():
return jsonify({"videos": list_media_files(CONTACT_VIDEO_DIR)})
@app.route('/api/health')
def health_check():
writable, error = directory_is_writable(DATA_DIR)
status = {
"status": "ok" if writable else "degraded",
"service": "u2invest",
"timestamp": datetime.utcnow().isoformat() + "Z",
"agent_configured": agent_is_configured(),
"storage": {
"data_dir": str(DATA_DIR),
"checkpoints_db": str(CHECKPOINTS_DB_PATH),
"chroma_db_dir": str(CHROMA_DB_DIR),
"knowledge_base_path": str(KNOWLEDGE_BASE_PATH),
"writable": writable,
},
"frontend": {
"ui_dist_exists": UI_DIST_DIR.exists(),
"hero_video_count": len(list_media_files(VIDEO_DIR)),
"contact_video_count": len(list_media_files(CONTACT_VIDEO_DIR)),
},
}
if error:
status["storage"]["error"] = error
return jsonify(status), 200 if writable else 503
def serve_media_file(directory, filename):
requested_path = Path(filename)
if ".." in requested_path.parts:
return abort(404)
if requested_path.suffix.lower() not in HERO_VIDEO_EXTENSIONS:
return abort(404)
target = directory / requested_path
if not target.is_file():
return abort(404)
return send_from_directory(directory, str(requested_path), conditional=True)
@app.route('/video/<path:filename>')
def serve_hero_video(filename):
return serve_media_file(VIDEO_DIR, filename)
@app.route('/contact-media/<path:filename>')
def serve_contact_video(filename):
return serve_media_file(CONTACT_VIDEO_DIR, filename)
# ==================== Academy APIs (100% Preserved) ====================
@app.route('/api/academy')
def get_academy():
return jsonify(list(ACADEMY_DB.values()))
@app.route('/api/academy/<int:cid>')
def get_course(cid):
course = ACADEMY_DB.get(cid).copy()
rates = course.get('ratings', [5])
course['avg_rating'] = round(sum(rates) / len(rates), 1)
course['comments'] = COMMENTS_STORE.get(cid, [])
return jsonify(course)
@app.route('/api/comment', methods=['POST'])
def post_comment():
data = request.json
cid = data.get('id')
text = data.get('text')
parent_id = data.get('parentId')
if not cid or not text:
return jsonify({"status": "error", "message": "Missing content"}), 400
new_id = str(uuid.uuid4())[:8]
user_name = f"User_{uuid.uuid4().hex[:4]}"
if parent_id:
for c in COMMENTS_STORE.get(cid, []):
if c['id'] == parent_id:
c['replies'].append({
"id": new_id,
"user": user_name,
"text": text,
"likes": 0,
"timestamp": int(time.time())
})
break
else:
COMMENTS_STORE[cid].insert(0, {
"id": new_id,
"user": user_name,
"text": text,
"likes": 0,
"replies": [],
"timestamp": int(time.time())
})
return jsonify({"status": "success", "comments": COMMENTS_STORE[cid]})
@app.route('/api/comment/like', methods=['POST'])
def like_comment_main():
data = request.json
cid, cmid, action = data.get('courseId'), data.get('commentId'), data.get('action')
for c in COMMENTS_STORE[cid]:
if c['id'] == cmid:
c['likes'] += 1 if action == 'inc' else -1
return jsonify({"status": "success", "likes": c['likes']})
return jsonify({"status": "error"}), 404
@app.route('/api/comment/reply/like', methods=['POST'])
def like_reply_unique():
data = request.json
cid, cmid, rid, action = data.get('courseId'), data.get('commentId'), data.get('replyId'), data.get('action')
for c in COMMENTS_STORE[cid]:
if c['id'] == cmid:
for r in c['replies']:
if r['id'] == rid:
r['likes'] = r.get('likes', 0) + (1 if action == 'inc' else -1)
return jsonify({"status": "success", "comments": COMMENTS_STORE[cid]})
return jsonify({"status": "error"}), 404
@app.route('/api/complete', methods=['POST'])
def toggle_complete():
data = request.json
cid, status = data.get('id'), data.get('status')
if cid in ACADEMY_DB:
ACADEMY_DB[cid]['completed'] = status
return jsonify({"status": "success"})
return jsonify({"status": "error"}), 404
@app.route('/api/rate', methods=['POST'])
def rate_course():
data = request.json
cid, score = data.get('id'), data.get('score')
ACADEMY_DB[cid]['ratings'].append(score)
avg = round(sum(ACADEMY_DB[cid]['ratings']) / len(ACADEMY_DB[cid]['ratings']), 1)
return jsonify({"status": "success", "avg": avg})
@app.route('/api/market/data')
def get_market_data():
symbol = request.args.get('symbol', 'AAPL').strip() or 'AAPL'
data = []
for index, point in enumerate(generate_kline(symbol, 120)):
data.append({
"time": index,
"open": point["open"],
"close": point["close"],
"high": point["high"],
"low": point["low"],
"vol": point["volume"],
})
return jsonify(data)
@app.route('/api/lab/stocks')
def get_stock_pool():
"""Return the Trading Lab asset universe."""
print(f"Stock pool requested: {list(STOCK_POOL.keys())}")
return jsonify(STOCK_POOL)
@app.route('/api/lab/quote')
def get_real_quote():
"""Return demo quotes for supported US stocks, ETFs, and crypto assets."""
symbols = [symbol.strip() for symbol in request.args.get('symbols', 'AAPL').split(',') if symbol.strip()]
print(f"Quote requested for: {symbols}")
return jsonify({"status": "success", "data": generate_quotes(symbols)})
@app.route('/api/lab/kline')
def get_kline_data():
"""Return demo K-line data for supported US stocks, ETFs, and crypto assets."""
symbol = request.args.get('symbol', 'AAPL')
days = int(request.args.get('days', 60))
print(f"K-line requested: {symbol}, {days} days")
return jsonify({"status": "success", "symbol": symbol, "data": generate_kline(symbol, days)})
@app.route('/api/lab/news')
def get_stock_news_feed():
"""Return demo news for supported US stocks, ETFs, and crypto assets."""
symbol = request.args.get('symbol', 'AAPL').strip()
return jsonify({"status": "success", "symbol": symbol, "data": build_fallback_news(symbol)})
@app.route('/api/lab/portfolio')
def get_portfolio():
"""Get portfolio"""
user_id = session.get('user_id', 'default')
return jsonify(USER_PORTFOLIOS[user_id])
@app.route('/api/lab/trade', methods=['POST'])
def execute_trade():
"""Execute trade"""
user_id = session.get('user_id', 'default')
portfolio = USER_PORTFOLIOS[user_id]
data = request.json
action = data.get('action')
symbol = data.get('symbol')
shares = int(data.get('shares', 0))
price = float(data.get('price', 0))
if shares <= 0 or price <= 0:
return jsonify({"status": "error", "message": "Invalid input"}), 400
total_value = shares * price
if action == 'buy':
if portfolio["cash"] < total_value:
return jsonify({"status": "error", "message": "Insufficient cash"}), 400
portfolio["cash"] -= total_value
if symbol in portfolio["holdings"]:
old_shares = portfolio["holdings"][symbol]["shares"]
old_cost = portfolio["holdings"][symbol]["cost_basis"]
new_shares = old_shares + shares
new_cost = old_cost + total_value
portfolio["holdings"][symbol] = {
"shares": new_shares,
"avg_price": new_cost / new_shares,
"cost_basis": new_cost
}
else:
portfolio["holdings"][symbol] = {
"shares": shares,
"avg_price": price,
"cost_basis": total_value
}
portfolio["history"].append({
"id": str(uuid.uuid4())[:8],
"timestamp": datetime.now().isoformat(),
"action": "BUY",
"symbol": symbol,
"shares": shares,
"price": price,
"total": total_value
})
print(f"ι?BUY: {shares} x {symbol} @ ${price}")
return jsonify({"status": "success", "message": f"Bought {shares} shares"})
elif action == 'sell':
if symbol not in portfolio["holdings"]:
return jsonify({"status": "error", "message": "No holdings"}), 400
if portfolio["holdings"][symbol]["shares"] < shares:
return jsonify({"status": "error", "message": "Insufficient shares"}), 400
portfolio["cash"] += total_value
portfolio["holdings"][symbol]["shares"] -= shares
portfolio["holdings"][symbol]["cost_basis"] -= shares * portfolio["holdings"][symbol]["avg_price"]
if portfolio["holdings"][symbol]["shares"] == 0:
del portfolio["holdings"][symbol]
portfolio["history"].append({
"id": str(uuid.uuid4())[:8],
"timestamp": datetime.now().isoformat(),
"action": "SELL",
"symbol": symbol,
"shares": shares,
"price": price,
"total": total_value
})
print(f"ι?SELL: {shares} x {symbol} @ ${price}")
return jsonify({"status": "success", "message": f"Sold {shares} shares"})
return jsonify({"status": "error", "message": "Invalid action"}), 400
@app.route('/api/lab/reset', methods=['POST'])
def reset_portfolio():
"""Reset portfolio"""
user_id = session.get('user_id', 'default')
USER_PORTFOLIOS[user_id] = {
"cash": 100000.0,
"holdings": {},
"history": [],
}
print(f"ι¦ζ§ Portfolio reset for {user_id}")
return jsonify({"status": "success"})
# ==================== Agent APIs ====================
@app.route('/api/agent/chat', methods=['POST'])
def agent_chat():
"""Agent chat"""
user_id = session.get('user_id', 'default')
data = request.json
user_message = data.get('message', '')
session_id = data.get('session_id')
if not user_message.strip():
return jsonify({"status": "error", "message": "Empty message"}), 400
# Generate new session if not provided or doesn't exist
if not session_id or session_id not in CHAT_SESSIONS[user_id]:
session_id = str(uuid.uuid4())
CHAT_SESSIONS[user_id][session_id] = {
"id": session_id,
"title": (user_message[:30] + "...") if len(user_message) > 30 else user_message,
"messages": [],
"timestamp": datetime.now().isoformat()
}
current_session = CHAT_SESSIONS[user_id][session_id]
if not agent_is_configured():
current_session["messages"].append({
"role": "user",
"content": user_message,
"timestamp": datetime.now().isoformat()
})
error_msg = "The agent backend is not configured. Set the required API key in your cloud service environment."
current_session["messages"].append({
"role": "assistant",
"content": error_msg,
"timestamp": datetime.now().isoformat(),
"tools_used": []
})
return jsonify({"status": "error", "response": error_msg}), 503
current_session["messages"].append({
"role": "user",
"content": user_message,
"timestamp": datetime.now().isoformat()
})
print(f"ι¦ζ° User message ({session_id}): {user_message}")
# Try real agent
try:
response_content, tool_results, backend_used = run_agent_message(
user_message,
session_id,
)
current_session["messages"].append({
"role": "assistant",
"content": response_content or "I analyzed your question. Please try rephrasing.",
"timestamp": datetime.now().isoformat(),
"tools_used": tool_results
})
print(f"ι?Agent response ({backend_used}): {response_content[:100]}...")
return jsonify({
"status": "success",
"session_id": session_id,
"response": response_content or "Please rephrase your question.",
"tools_used": tool_results
})
except ImportError as e:
error_msg = f"ιΏη
η¬ Agent not configured. Check agent_graph.py and .env file. Error: {str(e)}"
print(error_msg)
current_session["messages"].append({
"role": "assistant",
"content": error_msg,
"timestamp": datetime.now().isoformat()
})
return jsonify({"status": "error", "response": error_msg}), 500
except Exception as e:
error_msg = f"Agent error: {str(e)}"
print(f"ι?{error_msg}")
current_session["messages"].append({
"role": "assistant",
"content": error_msg,
"timestamp": datetime.now().isoformat()
})
return jsonify({"status": "error", "response": error_msg}), 500
@app.route('/api/agent/sessions')
def get_chat_sessions():
"""Get list of chat sessions"""
user_id = session.get('user_id', 'default')
user_sessions = CHAT_SESSIONS[user_id]
# Return list sorted by timestamp desc
session_list = sorted(
[{"id": s["id"], "title": s["title"], "timestamp": s["timestamp"]} for s in user_sessions.values()],
key=lambda x: x["timestamp"],
reverse=True
)
return jsonify({"status": "success", "sessions": session_list})
@app.route('/api/agent/history')
def get_chat_history():
"""Get chat history for a specific session"""
user_id = session.get('user_id', 'default')
session_id = request.args.get('session_id')
if not session_id or session_id not in CHAT_SESSIONS[user_id]:
return jsonify({"status": "error", "message": "Session not found"}), 404
return jsonify({"status": "success", "history": CHAT_SESSIONS[user_id][session_id]["messages"]})
@app.route('/api/agent/clear', methods=['POST'])
def clear_chat_history():
"""Clear chat history (specific session or all)"""
user_id = session.get('user_id', 'default')
data = request.json or {}
session_id = data.get('session_id')
if session_id:
if session_id in CHAT_SESSIONS[user_id]:
del CHAT_SESSIONS[user_id][session_id]
print(f"ι¦ζ£ι? Session {session_id} cleared for {user_id}")
else:
CHAT_SESSIONS[user_id] = {}
print(f"ι¦ζ£ι? All chats cleared for {user_id}")
return jsonify({"status": "success"})
@app.route('/api/inquiry', methods=['POST'])
def submit_inquiry():
"""Record public-site enquiries from the redesigned UI."""
data = request.json or {}
name = str(data.get('name', '')).strip()
email = str(data.get('email', '')).strip()
consent = bool(data.get('consent'))
if not name or not email or not consent:
return jsonify({"status": "error", "message": "Name, email, and consent are required."}), 400
inquiry = {
"id": str(uuid.uuid4())[:8],
"timestamp": datetime.now().isoformat(),
"source": str(data.get('source', 'website')).strip() or "website",
"inquiry_type": str(data.get('inquiry_type', 'general')).strip() or "general",
"name": name,
"email": email,
"company": str(data.get('company', '')).strip(),
"role": str(data.get('role', '')).strip(),
"message": str(data.get('message', '')).strip(),
"user_id": session.get('user_id'),
}
INQUIRY_STORE.insert(0, inquiry)
del INQUIRY_STORE[200:]
print(f"Inquiry received: {inquiry['id']} ({inquiry['inquiry_type']}) from {email}")
return jsonify({"status": "success", "id": inquiry["id"]})
@app.route('/', defaults={'path': ''})
@app.route('/<path:path>')
def serve_frontend(path):
if path.startswith('api/'):
return abort(404)
return serve_spa_entry(path)
if __name__ == '__main__':
print("\n" + "="*60)
print("U2INVEST Server Starting...")
print("="*60)
if not os.getenv('FLASK_SECRET_KEY'):
print("WARNING: Using development secret key.")
print(f"Stock Pool: {list(STOCK_POOL.keys())}")
print(f"Academy Modules: {len(ACADEMY_DB)}")
print("="*60 + "\n")
debug_default = 'false' if os.getenv('PORT') else 'true'
app.run(
debug=os.getenv('FLASK_DEBUG', debug_default).lower() == 'true',
host=os.getenv('FLASK_HOST', '0.0.0.0'),
port=int(os.getenv('PORT', os.getenv('FLASK_PORT', '5000')))
)
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