U2INVEST / web_app.py
DasbootU9607
Integrate TradingAgents backend adapter
f4bdc38
๏ปฟimport os
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"้‰?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"้‰?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"้ฆƒๆ”ง 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"้ฆƒๆŒฐ 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"้‰?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"้ˆฟ็‹…็ฌ 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"้‰‚?{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"้ฆƒๆฃ้””? Session {session_id} cleared for {user_id}")
else:
CHAT_SESSIONS[user_id] = {}
print(f"้ฆƒๆฃ้””? 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')))
)