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Main Textual application β screen routing, background workers, reactive state.
"""
from __future__ import annotations
import asyncio
import logging
import time
from datetime import datetime
from typing import Any
from textual.app import App, ComposeResult
from textual.binding import Binding
from textual.screen import Screen
from textual.widgets import Header, Label, ProgressBar, Static, LoadingIndicator, DataTable
from textual.containers import Vertical, Center
from textual import work
from trading_cli.widgets.ordered_footer import OrderedFooter
logger = logging.getLogger(__name__)
# ββ Splash / loading screen ββββββββββββββββββββββββββββββββββββββββββββββββββββ
class SplashScreen(Screen):
"""Shown while FinBERT loads and Alpaca connects."""
def __init__(self, status_messages: list[str] | None = None) -> None:
super().__init__()
self._messages = status_messages or []
def compose(self) -> ComposeResult:
with Center():
with Vertical(id="splash-inner"):
yield Label(
"[bold cyan]TRADING CLI[/bold cyan]\n"
"[dim]AI-Powered Paper Trading[/dim]",
id="splash-title",
)
yield LoadingIndicator(id="splash-spinner")
yield Label("Initialisingβ¦", id="splash-status")
def set_status(self, msg: str) -> None:
try:
self.query_one("#splash-status", Label).update(msg)
except Exception:
pass
# ββ Order confirmation modal βββββββββββββββββββββββββββββββββββββββββββββββββββ
class OrderConfirmScreen(Screen):
"""Modal: confirm a BUY/SELL order before submitting."""
def __init__(self, symbol: str, action: str, qty: int, price: float, reason: str) -> None:
super().__init__()
self._symbol = symbol
self._action = action
self._qty = qty
self._price = price
self._reason = reason
def compose(self) -> ComposeResult:
from textual.widgets import Button
from textual.containers import Grid
action_style = "green" if self._action == "BUY" else "red"
with Grid(id="order-grid"):
yield Label(
f"[bold {action_style}]{self._action} {self._qty} {self._symbol}[/bold {action_style}]\n"
f"Price: ~${self._price:.2f} Est. value: ${self._qty * self._price:,.2f}\n"
f"Reason: {self._reason}",
id="order-msg",
)
from textual.containers import Horizontal
with Horizontal(id="order-buttons"):
yield Button("Execute", id="btn-exec", variant="success" if self._action == "BUY" else "error")
yield Button("Cancel", id="btn-cancel", variant="default")
def on_button_pressed(self, event) -> None:
self.dismiss(event.button.id == "btn-exec")
# ββ Main App βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
class TradingApp(App):
"""Full-screen TUI trading application."""
CSS = """
Screen {
background: $surface;
}
#splash-inner {
align: center middle;
width: 60;
height: auto;
padding: 2 4;
border: double $primary;
}
#splash-title {
text-align: center;
margin-bottom: 1;
}
#splash-status {
text-align: center;
color: $text-muted;
margin-top: 1;
}
#account-bar {
height: 1;
padding: 0 1;
background: $panel;
}
#main-split {
height: 1fr;
}
#left-pane {
width: 50%;
border-right: solid $primary-darken-2;
padding: 0 1;
}
#right-pane {
width: 50%;
padding: 0 1;
}
#signals-label, #positions-label {
height: 1;
color: $primary;
text-style: bold;
}
#signal-log {
height: 1fr;
}
.config-label {
width: 30;
content-align: right middle;
padding-right: 1;
}
.config-input {
width: 40;
}
.config-select {
width: 40;
}
.strategy-info {
height: 3;
padding: 0 1 0 31;
color: $text-muted;
text-style: italic;
}
#config-buttons {
margin-top: 1;
height: 3;
}
#order-grid {
align: center middle;
width: 60;
height: auto;
border: thick $error;
padding: 2;
background: $surface;
}
#order-msg {
margin-bottom: 1;
}
#order-buttons {
height: 3;
}
#confirm-grid {
align: center middle;
width: 55;
height: auto;
border: thick $warning;
padding: 2;
background: $surface;
}
#confirm-buttons {
margin-top: 1;
height: 3;
}
#wl-input-row {
height: 3;
}
#wl-help, #sent-help, #trades-help {
height: 1;
color: $text-muted;
margin-bottom: 1;
}
#sent-input-row {
height: 3;
}
#sent-gauge {
height: 2;
padding: 0 1;
}
#sent-summary {
height: 2;
padding: 0 1;
}
#wl-table, #trades-table, #sent-table, #portfolio-table {
height: 1fr;
}
#portfolio-summary {
height: 1;
padding: 0 1;
background: $panel;
}
#trades-filter-row {
height: 3;
}
#auto-trade-row {
height: 3;
margin-top: 1;
}
"""
BINDINGS = [
Binding("1", "show_dashboard", "Dashboard", show=True, id="nav_dashboard"),
Binding("2", "show_watchlist", "Watchlist", show=True, id="nav_watchlist"),
Binding("3", "show_portfolio", "Portfolio", show=True, id="nav_portfolio"),
Binding("4", "show_trades", "Trades", show=True, id="nav_trades"),
Binding("5", "show_sentiment", "Sentiment", show=True, id="nav_sentiment"),
Binding("6", "show_config", "Config", show=True, id="nav_config"),
Binding("7", "show_backtest", "Backtest", show=True, id="nav_backtest"),
Binding("ctrl+q", "quit", "Quit", show=True, id="nav_quit"),
Binding("ctrl+c", "quit", "Quit", show=False),
]
# Track running state for clean shutdown
_running = True
TITLE = "TRADING CLI"
SUB_TITLE = "Paper Trading Mode"
def __init__(self) -> None:
super().__init__()
self.config: dict = {}
self.db_conn = None
self.adapter = None
self.strategy = None
self.finbert = None
self.demo_mode: bool = True
self.market_open: bool = False
self.watchlist: list[str] = []
self._prices: dict[str, float] = {}
self._sentiments: dict[str, float] = {}
self._signals: dict[str, str] = {}
self._portfolio_history: list[float] = []
# ββ Screens ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def compose(self) -> ComposeResult:
yield Header(show_clock=True)
yield SplashScreen()
yield OrderedFooter()
# We install all named screens so push_screen(name) works
CSS = """
Screen {
background: $surface;
}
#splash-inner {
align: center middle;
width: 60;
height: auto;
padding: 2 4;
border: double $primary;
}
#splash-title {
text-align: center;
margin-bottom: 1;
}
#splash-status {
text-align: center;
color: $text-muted;
margin-top: 1;
}
#account-bar {
height: 1;
padding: 0 1;
background: $panel;
}
#main-split {
height: 1fr;
}
#left-pane {
width: 50%;
border-right: solid $primary-darken-2;
padding: 0 1;
}
#right-pane {
width: 50%;
padding: 0 1;
}
#signals-label, #positions-label {
height: 1;
color: $primary;
text-style: bold;
}
#signal-log {
height: 1fr;
}
#config-scroll {
width: 100%;
height: 1fr;
}
#config-buttons {
margin-top: 1;
height: 3;
align: center middle;
}
#config-buttons Button {
margin: 0 1;
}
#order-grid {
align: center middle;
width: 60;
height: auto;
border: thick $error;
padding: 2;
background: $surface;
}
#order-msg {
margin-bottom: 1;
}
#order-buttons {
height: 3;
}
#confirm-grid {
align: center middle;
width: 55;
height: auto;
border: thick $warning;
padding: 2;
background: $surface;
}
#confirm-buttons {
margin-top: 1;
height: 3;
}
#wl-input-row {
height: 3;
}
#wl-help, #sent-help, #trades-help {
height: 1;
color: $text-muted;
margin-bottom: 1;
}
#sent-input-row {
height: 3;
margin-bottom: 1;
}
#sent-progress {
height: 1;
margin: 0 1;
}
#sent-neg-label, #sent-pos-label {
height: 1;
margin: 0 1;
}
#sent-summary {
height: auto;
max-height: 3;
padding: 0 1;
}
#wl-table, #trades-table, #sent-table, #portfolio-table {
height: 1fr;
}
#portfolio-summary {
height: 1;
padding: 0 1;
background: $panel;
}
#portfolio-actions {
height: 3;
margin-bottom: 1;
}
#portfolio-actions Button {
margin-right: 1;
}
#backtest-input-row {
height: 3;
margin-bottom: 1;
}
#backtest-input-row Input {
width: 1fr;
}
#backtest-input-row Button {
margin-left: 1;
}
#backtest-summary {
height: auto;
max-height: 3;
padding: 0 1;
}
#trades-filter-row {
height: 3;
}
#auto-trade-row {
height: 3;
margin-top: 1;
align: left middle;
}
#strategy-info {
height: auto;
max-height: 3;
padding: 0 1 0 2;
color: $text-muted;
text-style: italic;
}
Collapsible {
width: 100%;
height: auto;
}
"""
def on_mount(self) -> None:
from trading_cli.screens.dashboard import DashboardScreen
from trading_cli.screens.watchlist import WatchlistScreen
from trading_cli.screens.portfolio import PortfolioScreen
from trading_cli.screens.trades import TradesScreen
from trading_cli.screens.sentiment import SentimentScreen
from trading_cli.screens.config_screen import ConfigScreen
from trading_cli.screens.backtest import BacktestScreen
self.install_screen(DashboardScreen(), name="dashboard")
self.install_screen(WatchlistScreen(), name="watchlist")
self.install_screen(PortfolioScreen(), name="portfolio")
self.install_screen(TradesScreen(), name="trades")
self.install_screen(SentimentScreen(), name="sentiment")
self.install_screen(ConfigScreen(), name="config")
self.install_screen(BacktestScreen(), name="backtest")
self._boot()
@work(thread=True, name="boot")
def _boot(self) -> None:
"""Boot sequence: load config β FinBERT β Alpaca β DB β start workers."""
splash = self._get_splash()
def status(msg: str) -> None:
if splash:
self.call_from_thread(splash.set_status, msg)
logger.info(msg)
# 1. Config
status("Loading configurationβ¦")
from trading_cli.config import load_config, get_db_path, is_demo_mode
self.config = load_config()
# 2. Database
status("Initialising databaseβ¦")
from trading_cli.data.db import init_db
self.db_conn = init_db(get_db_path())
from trading_cli.data.db import get_watchlist
self.watchlist = get_watchlist(self.db_conn)
if not self.watchlist:
self.watchlist = list(self.config.get("default_symbols", ["AAPL", "TSLA"]))
from trading_cli.data.db import add_to_watchlist
for sym in self.watchlist:
add_to_watchlist(self.db_conn, sym)
# 3. FinBERT
status("Loading FinBERT model (this may take ~30s on first run)β¦")
from trading_cli.sentiment.finbert import FinBERTAnalyzer
self.finbert = FinBERTAnalyzer.get_instance()
success = self.finbert.load(progress_callback=status)
if not success:
error_msg = self.finbert.load_error or "Unknown error"
status(f"FinBERT failed to load: {error_msg}")
# 4. Trading adapter
status("Connecting to trading platformβ¦")
from trading_cli.execution.adapter_factory import create_trading_adapter
self.adapter = create_trading_adapter(self.config)
self.demo_mode = self.adapter.is_demo_mode
# 5. Asset search engine (for autocomplete)
status("Loading asset search indexβ¦")
from trading_cli.data.asset_search import AssetSearchEngine
self.asset_search = AssetSearchEngine()
asset_count = self.asset_search.load_assets(self.adapter)
status(f"Asset search ready: {asset_count} assets indexed")
# Load embedding model in background (optional, improves search quality)
self._load_embedding_model_async()
# 6. Strategy adapter
status(f"Loading strategy: {self.config.get('strategy_id', 'hybrid')}β¦")
from trading_cli.strategy.strategy_factory import create_trading_strategy
self.strategy = create_trading_strategy(self.config)
strategy_name = self.strategy.info().name
status(f"Strategy: {strategy_name}")
try:
clock = self.adapter.get_market_clock()
self.market_open = clock.is_open
except Exception:
self.market_open = False
mode_str = "[DEMO MODE]" if self.demo_mode else "[PAPER MODE]"
status(f"Ready! {mode_str} β loading dashboardβ¦")
time.sleep(0.5)
# Switch to dashboard
self.call_from_thread(self._switch_to_dashboard)
# Start background workers
self.call_from_thread(self._start_workers)
def _get_splash(self) -> SplashScreen | None:
try:
return self.query_one(SplashScreen)
except Exception:
return None
def _switch_to_dashboard(self) -> None:
# Push dashboard on top of splash, then dismiss splash
self.push_screen("dashboard")
# Close the splash screen
splash = self._get_splash()
if splash:
splash.dismiss()
if self.demo_mode:
self.notify("Running in DEMO MODE β add Alpaca keys in Config (6)", timeout=5)
if self.finbert and not self.finbert.is_loaded:
error_detail = self.finbert.load_error or "Unknown error"
self.notify(
f"FinBERT failed to load: {error_detail}\n"
"Sentiment will show neutral. Press [r] on Sentiment screen to retry.",
severity="warning",
timeout=10,
)
def _start_workers(self) -> None:
"""Start all background polling workers."""
self._running = True
auto_enabled = self.config.get("auto_trading", False)
logger.info("Starting workers (auto_trading=%s)", auto_enabled)
self._poll_prices()
self._poll_positions()
self._poll_signals()
if auto_enabled:
logger.info("Auto-trading enabled β first signal cycle starting")
@work(thread=True, name="load-embeddings", exclusive=False)
def _load_embedding_model_async(self) -> None:
"""Load embedding model for semantic asset search (background)."""
try:
self.asset_search.load_embedding_model()
if self.asset_search.has_semantic_search:
self.call_from_thread(
self.notify,
"Semantic asset search enabled",
severity="information",
timeout=3,
)
except Exception as exc:
logger.warning("Failed to load embedding model: %s", exc)
def _stop_workers(self) -> None:
"""Signal all workers to stop."""
self._running = False
def on_unmount(self) -> None:
"""Clean up on app shutdown."""
self._stop_workers()
logger.info("TradingApp shutting down...")
# Ensure we exit with code 0 for clean shutdown
self.exit(0)
# ββ Background workers βββββββββββββββββββββββββββββββββββββββββββββββββββββ
@work(thread=True, name="poll-prices", exclusive=False)
def _poll_prices(self) -> None:
"""Continuously fetch latest prices for watchlist symbols."""
while self._running:
try:
interval = self.config.get("poll_interval_prices", 30)
if self.watchlist and self.adapter:
prices = self.adapter.get_latest_quotes_batch(self.watchlist)
if prices:
self._prices = prices
self.call_from_thread(self._on_prices_updated)
except Exception as exc:
logger.warning("Price poll error: %s", exc)
time.sleep(self.config.get("poll_interval_prices", 30))
@work(thread=True, name="poll-positions", exclusive=False)
def _poll_positions(self) -> None:
"""Sync positions from Alpaca and update dashboard."""
while self._running:
try:
if self.adapter:
acct = self.adapter.get_account()
positions = self.adapter.get_positions()
self._portfolio_history.append(acct.portfolio_value)
if len(self._portfolio_history) > 1000:
self._portfolio_history = self._portfolio_history[-1000:]
self.call_from_thread(self._on_positions_updated, acct, positions)
except Exception as exc:
logger.warning("Position poll error: %s", exc)
time.sleep(self.config.get("poll_interval_positions", 60))
@work(thread=True, name="poll-signals", exclusive=False)
def _poll_signals(self) -> None:
"""Generate trading signals and optionally execute auto-trades."""
debug_fast = self.config.get("debug_fast_cycle", False)
time.sleep(2 if debug_fast else 5)
logger.info("Signal poll worker started (debug_fast=%s)", debug_fast)
while self._running:
try:
self._run_signal_cycle()
except Exception as exc:
logger.warning("Signal cycle error: %s", exc)
interval = self.config.get("poll_interval_signals", 300)
if debug_fast:
interval = min(interval, 10) # Cap at 10s in debug mode
time.sleep(interval)
def _run_signal_cycle(self) -> None:
from trading_cli.data.market import fetch_ohlcv_yfinance, get_latest_quotes_batch
from trading_cli.data.news import fetch_headlines
from trading_cli.sentiment.aggregator import aggregate_scores
from trading_cli.sentiment.news_classifier import classify_headlines
from trading_cli.strategy.scanner import MarketScanner
from trading_cli.strategy.risk import check_max_drawdown
from trading_cli.data.db import save_signal
auto_enabled = self.config.get("auto_trading", False)
debug_fast = self.config.get("debug_fast_cycle", False)
cycle_time = datetime.now().strftime("%H:%M:%S")
logger.info("Running signal cycle at %s (auto_trading=%s, debug_fast=%s)", cycle_time, auto_enabled, debug_fast)
# Build event weight map
from trading_cli.sentiment.news_classifier import EventType, DEFAULT_WEIGHTS as EVENT_WEIGHTS
event_weights = {
EventType.EARNINGS: self.config.get("event_weight_earnings", EVENT_WEIGHTS[EventType.EARNINGS]),
EventType.EXECUTIVE: self.config.get("event_weight_executive", EVENT_WEIGHTS[EventType.EXECUTIVE]),
EventType.PRODUCT: self.config.get("event_weight_product", EVENT_WEIGHTS[EventType.PRODUCT]),
EventType.MACRO: self.config.get("event_weight_macro", EVENT_WEIGHTS[EventType.MACRO]),
EventType.GENERIC: self.config.get("event_weight_generic", EVENT_WEIGHTS[EventType.GENERIC]),
}
# Update dashboard with cycle time
self.call_from_thread(self._on_cycle_completed, cycle_time, auto_enabled)
# ββ Phase 1: Get universe and batch fetch prices ββββββββββββββββββββ
scan_universe = auto_enabled and hasattr(self, 'asset_search') and self.asset_search.is_ready
if scan_universe:
all_assets = self.asset_search._assets
all_symbols = [a["symbol"] for a in all_assets]
# Filter: only US equities, price > $1, exclude ETFs/warrants
filtered = [s for s in all_symbols if not any(x in s for x in (".", "-WS", "-P", "-A"))]
symbols = filtered[:500] # Cap at 500 for performance
else:
symbols = list(self.watchlist)
if not symbols:
return
# Batch fetch latest prices for all symbols
try:
current_prices = get_latest_quotes_batch(self.adapter if not self.adapter.is_demo_mode else None, symbols)
except Exception as exc:
logger.warning("Batch price fetch failed: %s", exc)
return
logger.info("Fetched prices for %d symbols, %d have data", len(symbols), len(current_prices))
# ββ Phase 2: Initialize scanner on first cycle ββββββββββββββββββββββ
if not hasattr(self, "_scanner"):
self._scanner = MarketScanner()
scanner = self._scanner
# ββ Phase 3: Populate cache for symbols that don't have it yet ββββββ
# Fetch historical data for uncached symbols (in batches)
uncached = [s for s in symbols if scanner.get_cached(s) is None]
if uncached:
logger.info("Populating cache for %d new symbols", len(uncached))
batch_size = 10 if not debug_fast else 5
for i in range(0, len(uncached), batch_size):
batch = uncached[i:i + batch_size]
for sym in batch:
try:
ohlcv = fetch_ohlcv_yfinance(sym, days=60)
if not ohlcv.empty:
# Normalize columns
ohlcv.columns = [c.lower() for c in ohlcv.columns]
if "adj close" in ohlcv.columns:
ohlcv = ohlcv.rename(columns={"adj close": "adj_close"})
ohlcv = ohlcv.reset_index()
if "index" in ohlcv.columns:
ohlcv = ohlcv.rename(columns={"index": "date"})
scanner.save(sym, ohlcv)
except Exception as exc:
logger.debug("Cache populate failed for %s: %s", sym, exc)
if not debug_fast:
time.sleep(0.2) # Rate limit yfinance
# ββ Phase 4: Update cache with latest prices ββββββββββββββββββββββββ
for symbol, price in current_prices.items():
cached = scanner.get_cached(symbol)
if cached is not None and len(cached) > 0:
# Append/update today's bar
today = datetime.now().strftime("%Y-%m-%d")
last_bar = cached.iloc[-1]
bar = {
"date": today,
"open": last_bar.get("open", price),
"high": max(last_bar.get("high", price), price),
"low": min(last_bar.get("low", price), price),
"close": price,
"volume": last_bar.get("volume", 0),
}
scanner.append_bar(symbol, bar)
# ββ Phase 5: Screen for breakout candidates βββββββββββββββββββββββββ
entry_period = self.config.get("entry_period", 20)
candidates = scanner.screen_breakouts(symbols, current_prices, entry_period)
logger.info("Breakout candidates: %d / %d scanned", len(candidates), len(symbols))
# ββ Phase 6: Run full signal analysis on candidates βββββββββββββββββ
for symbol in candidates:
try:
ohlcv = scanner.get_cached(symbol)
if ohlcv is None or len(ohlcv) < 30:
continue
price = current_prices.get(symbol, 0)
# Run strategy analysis
signal_result = self.strategy.generate_signal(
symbol=symbol,
ohlcv=ohlcv,
sentiment_score=0.0, # Skip sentiment for speed
prices=current_prices,
positions=getattr(self, "_positions", []),
config=self.config,
)
if signal_result.action == "HOLD":
continue
# Build signal dict for DB/UI
signal = {
"symbol": symbol,
"action": signal_result.action,
"confidence": signal_result.confidence,
"hybrid_score": signal_result.score,
"technical_score": signal_result.metadata.get("sma_score", 0.0),
"sentiment_score": 0.0,
"reason": signal_result.reason,
"price": price or 0.0,
}
self._signals[symbol] = signal_result.action
save_signal(
self.db_conn,
symbol=symbol,
action=signal["action"],
confidence=signal["confidence"],
technical_score=signal["technical_score"],
sentiment_score=signal["sentiment_score"],
reason=signal["reason"],
)
self.call_from_thread(self._on_signal_generated, signal)
# Auto-execute if enabled
if auto_enabled and check_max_drawdown(self._portfolio_history, self.config.get("max_drawdown", 0.15)):
logger.info("Auto-trade %s signal for %s (confidence=%.2f)", signal_result.action, symbol, signal_result.confidence)
logger.info("Executing auto-trade: %s %s", signal_result.action, symbol)
self.call_from_thread(self._auto_execute, signal)
except Exception as exc:
logger.debug("Signal analysis failed for %s: %s", symbol, exc)
# ββ Phase 7: Cleanup stale cache periodically βββββββββββββββββββββββ
cycle_count = getattr(self, '_signal_cycle_count', 0) + 1
self._signal_cycle_count = cycle_count
if cycle_count % 10 == 0: # Every 10th cycle
removed = scanner.cleanup_old_cache(max_age_days=7)
if removed > 0:
logger.info("Cleaned up %d stale cache files", removed)
# ββ UI callbacks (called from thread via call_from_thread) βββββββββββββββββ
def _on_prices_updated(self) -> None:
try:
wl_screen = self.get_screen("watchlist")
if hasattr(wl_screen, "update_data"):
wl_screen.update_data(self._prices, self._sentiments, self._signals)
except Exception:
pass
def _on_cycle_completed(self, cycle_time: str, auto_enabled: bool) -> None:
"""Called when a signal cycle completes (from worker thread)."""
try:
dash = self.get_screen("dashboard")
if hasattr(dash, "update_autotrade_status"):
dash.update_autotrade_status(auto_enabled, cycle_time)
except Exception:
pass
def _on_autotrade_error(self, error_msg: str) -> None:
"""Called when auto-trade encounters an error."""
try:
dash = self.get_screen("dashboard")
if hasattr(dash, "update_autotrade_status"):
dash.update_autotrade_status(error=error_msg)
except Exception:
pass
def _on_autotrade_blocked(self, reason: str) -> None:
"""Called when auto-trade is blocked by risk management."""
try:
self.notify(reason, severity="warning", timeout=5)
except Exception:
pass
def _on_positions_updated(self, acct, positions: list) -> None:
try:
dash = self.get_screen("dashboard")
if hasattr(dash, "refresh_positions"):
dash.refresh_positions(positions)
if hasattr(dash, "refresh_account"):
dash.refresh_account(acct)
except Exception:
pass
def _on_signal_generated(self, signal: dict) -> None:
try:
dash = self.get_screen("dashboard")
if hasattr(dash, "log_signal"):
dash.log_signal(signal)
except Exception:
pass
def _auto_execute(self, signal: dict) -> None:
"""Execute a signal automatically (auto_trading=True) with full risk management."""
symbol = signal["symbol"]
action = signal["action"]
price = signal.get("price", 0.0)
from trading_cli.strategy.risk import (
calculate_position_size,
validate_buy,
validate_sell,
check_stop_loss,
)
try:
acct = self.adapter.get_account()
positions = self.adapter.get_positions()
positions_dict = {p.symbol: {"qty": p.qty, "avg_entry_price": p.avg_entry_price} for p in positions}
if action == "BUY":
ok, reason = validate_buy(
symbol, price, 1, acct.cash, positions_dict,
max_positions=self.config.get("max_positions", 10),
)
if not ok:
logger.warning("Auto-buy blocked: %s", reason)
self.call_from_thread(
self._on_autotrade_blocked,
f"Auto-buy {symbol} blocked: {reason}"
)
return
elif action == "SELL":
# Check stop-loss for existing position
pos = positions_dict.get(symbol)
if pos:
entry_price = pos.get("avg_entry_price", 0)
if check_stop_loss(entry_price, price, self.config.get("stop_loss_pct", 0.05)):
self.notify(f"Stop-loss triggered for {symbol} @ ${price:.2f}", severity="warning")
ok, reason = validate_sell(symbol, 1, positions_dict)
if not ok:
logger.warning("Auto-sell blocked: %s", reason)
self.call_from_thread(
self._on_autotrade_blocked,
f"Auto-sell {symbol} blocked: {reason}"
)
return
qty = calculate_position_size(
acct.portfolio_value,
price or 1.0,
risk_pct=self.config.get("risk_pct", 0.02),
max_position_pct=0.10,
)
if qty < 1:
logger.info(f"Auto-trade skipped: calculated qty < 1 for {symbol}")
return
result = self.adapter.submit_market_order(symbol, qty, action)
if result.status not in ("rejected",):
from trading_cli.data.db import save_trade
save_trade(
self.db_conn, symbol, action,
result.filled_price or price, qty,
order_id=result.order_id,
reason=f"Auto: {signal['reason']}",
)
self.notify(
f"AUTO {action} {qty} {symbol} @ ${result.filled_price or price:.2f}",
timeout=5,
)
else:
logger.warning(f"Auto-trade rejected: {symbol} {action}")
self.call_from_thread(
self._on_autotrade_blocked,
f"Order rejected for {symbol} {action}"
)
except Exception as exc:
logger.error("Auto-execute error: %s", exc)
self.call_from_thread(
self._on_autotrade_error,
f"Auto-execute failed: {exc}"
)
# ββ Manual order execution βββββββββββββββββββββββββββββββββββββββββββββββββ
def execute_manual_order(
self, symbol: str, action: str, qty: int, price: float, reason: str
) -> None:
"""Called from screens to submit a manual order with confirmation dialog."""
def on_confirm(confirmed: bool) -> None:
if not confirmed:
return
try:
result = self.adapter.submit_market_order(symbol, qty, action)
if result.status not in ("rejected",):
from trading_cli.data.db import save_trade
save_trade(
self.db_conn, symbol, action,
result.filled_price or price, qty,
order_id=result.order_id,
reason=reason,
)
self.notify(
f"{action} {qty} {symbol} @ ${result.filled_price or price:.2f} [{result.status}]"
)
else:
self.notify(f"Order rejected for {symbol}", severity="error")
except Exception as exc:
self.notify(f"Order failed: {exc}", severity="error")
self.push_screen(OrderConfirmScreen(symbol, action, qty, price, reason), callback=on_confirm)
# ββ Watchlist helpers ββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def add_to_watchlist(self, symbol: str) -> None:
if symbol not in self.watchlist:
self.watchlist.append(symbol)
if self.db_conn:
from trading_cli.data.db import add_to_watchlist
add_to_watchlist(self.db_conn, symbol)
self.notify(f"Added {symbol} to watchlist")
def remove_from_watchlist(self, symbol: str) -> None:
if symbol in self.watchlist:
self.watchlist.remove(symbol)
if self.db_conn:
from trading_cli.data.db import remove_from_watchlist
remove_from_watchlist(self.db_conn, symbol)
self.notify(f"Removed {symbol} from watchlist")
# ββ Screen actions βββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def action_show_dashboard(self) -> None:
self.push_screen("dashboard")
def action_show_watchlist(self) -> None:
self.push_screen("watchlist")
def action_show_portfolio(self) -> None:
self.push_screen("portfolio")
def action_show_trades(self) -> None:
self.push_screen("trades")
def action_show_sentiment(self) -> None:
self.push_screen("sentiment")
def action_show_config(self) -> None:
self.push_screen("config")
def action_show_backtest(self) -> None:
self.push_screen("backtest")
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