Fundamental_Analysis/archive/python/backend/app/services/data_persistence_client.py

from __future__ import annotations

import datetime as dt
from typing import Any, Dict, List, Optional

import httpx
from pydantic import BaseModel

from app.core.config import settings


class CompanyProfile(BaseModel):
    symbol: str
    name: str
    industry: Optional[str] = None
    list_date: Optional[dt.date] = None
    additional_info: Optional[Dict[str, Any]] = None


class TimeSeriesFinancial(BaseModel):
    symbol: str
    metric_name: str
    period_date: dt.date
    value: float
    source: Optional[str] = None


class TimeSeriesFinancialBatch(BaseModel):
    records: List[TimeSeriesFinancial]


class DailyMarketData(BaseModel):
    symbol: str
    trade_date: dt.date
    open_price: Optional[float] = None
    high_price: Optional[float] = None
    low_price: Optional[float] = None
    close_price: Optional[float] = None
    volume: Optional[int] = None
    pe: Optional[float] = None
    pb: Optional[float] = None
    total_mv: Optional[float] = None


class DailyMarketDataBatch(BaseModel):
    records: List[DailyMarketData]

class RealtimeQuote(BaseModel):
    symbol: str
    market: str
    ts: dt.datetime
    price: float
    open_price: Optional[float] = None
    high_price: Optional[float] = None
    low_price: Optional[float] = None
    prev_close: Optional[float] = None
    change: Optional[float] = None
    change_percent: Optional[float] = None
    volume: Optional[int] = None
    source: Optional[str] = None


class NewAnalysisResult(BaseModel):
    symbol: str
    module_id: str
    model_name: Optional[str] = None
    content: str
    meta_data: Optional[Dict[str, Any]] = None


class AnalysisResult(BaseModel):
    id: str
    symbol: str
    module_id: str
    generated_at: dt.datetime
    model_name: Optional[str] = None
    content: str
    meta_data: Optional[Dict[str, Any]] = None


class DataPersistenceClient:
    def __init__(self, base_url: Optional[str] = None, timeout: float = 20.0):
        self.base_url = (base_url or settings.DATA_PERSISTENCE_BASE_URL).rstrip("/")
        self.timeout = timeout

    async def _client(self) -> httpx.AsyncClient:
        return httpx.AsyncClient(base_url=self.base_url, timeout=self.timeout)

    # Companies
    async def upsert_company(self, profile: CompanyProfile) -> None:
        async with await self._client() as client:
            resp = await client.put("/companies", json=profile.model_dump(mode="json"))
            resp.raise_for_status()

    async def get_company(self, symbol: str) -> CompanyProfile:
        async with await self._client() as client:
            resp = await client.get(f"/companies/{symbol}")
            resp.raise_for_status()
            return CompanyProfile.model_validate(resp.json())

    # Financials
    async def batch_insert_financials(self, batch: TimeSeriesFinancialBatch) -> None:
        async with await self._client() as client:
            resp = await client.post("/market-data/financials/batch", json=batch.model_dump(mode="json"))
            resp.raise_for_status()

    async def get_financials_by_symbol(self, symbol: str, metrics: Optional[List[str]] = None) -> List[TimeSeriesFinancial]:
        params = {}
        if metrics:
            params["metrics"] = ",".join(metrics)
        async with await self._client() as client:
            resp = await client.get(f"/market-data/financials/{symbol}", params=params)
            resp.raise_for_status()
            return [TimeSeriesFinancial.model_validate(item) for item in resp.json()]

    # Daily data
    async def batch_insert_daily_data(self, batch: DailyMarketDataBatch) -> None:
        async with await self._client() as client:
            resp = await client.post("/market-data/daily/batch", json=batch.model_dump(mode="json"))
            resp.raise_for_status()

    async def get_daily_data_by_symbol(
        self,
        symbol: str,
        start_date: Optional[dt.date] = None,
        end_date: Optional[dt.date] = None,
    ) -> List[DailyMarketData]:
        params = {}
        if start_date:
            params["start_date"] = start_date.isoformat()
        if end_date:
            params["end_date"] = end_date.isoformat()
        async with await self._client() as client:
            resp = await client.get(f"/market-data/daily/{symbol}", params=params)
            resp.raise_for_status()
            return [DailyMarketData.model_validate(item) for item in resp.json()]

    # Realtime quotes
    async def upsert_realtime_quote(self, quote: RealtimeQuote) -> None:
        async with await self._client() as client:
            resp = await client.post("/market-data/quotes", json=quote.model_dump(mode="json"))
            resp.raise_for_status()

    async def get_latest_realtime_quote(
        self,
        market: str,
        symbol: str,
        max_age_seconds: Optional[int] = None,
    ) -> Optional[RealtimeQuote]:
        params = {"market": market}
        if max_age_seconds is not None:
            params["max_age_seconds"] = int(max_age_seconds)
        async with await self._client() as client:
            resp = await client.get(f"/market-data/quotes/{symbol}", params=params)
            if resp.status_code == 404:
                return None
            resp.raise_for_status()
            return RealtimeQuote.model_validate(resp.json())

    # Analysis results
    async def create_analysis_result(self, new_result: NewAnalysisResult) -> AnalysisResult:
        async with await self._client() as client:
            resp = await client.post("/analysis-results", json=new_result.model_dump(mode="json"))
            resp.raise_for_status()
            return AnalysisResult.model_validate(resp.json())

    async def get_analysis_results(self, symbol: str, module_id: Optional[str] = None) -> List[AnalysisResult]:
        params = {"symbol": symbol}
        if module_id:
            params["module_id"] = module_id
        async with await self._client() as client:
            resp = await client.get("/analysis-results", params=params)
            resp.raise_for_status()
            return [AnalysisResult.model_validate(item) for item in resp.json()]

    async def get_analysis_result_by_id(self, result_id: str) -> AnalysisResult:
        async with await self._client() as client:
            resp = await client.get(f"/analysis-results/{result_id}")
            resp.raise_for_status()
            return AnalysisResult.model_validate(resp.json())