feat: add stock database with prisma for portfolio persistence
- Initialize Prisma with SQLite and Stock model - Create database service layer with singleton client - Add API routes for stock CRUD operations - Integrate database with analyze page to persist ticker entries - Add Playwright tests for stock database functionality
This commit is contained in:
+335
-179
@@ -1,78 +1,262 @@
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import { useState } from "react";
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import { useState, useEffect } from "react";
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import Navbar from "../components/Navbar";
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import type { AgentSignal, AnalystReport, DebateRound, TradingDecision } from "../types/agents";
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import type { TradingDecision } from "../types/agents";
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type AnalysisStep = "input" | "analysts" | "researchers" | "trader" | "decision";
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interface AnalysisState {
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interface StockRow {
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id: string;
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ticker: string;
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date: string;
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analysts: AnalystReport[];
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debates: DebateRound[];
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decision: TradingDecision | null;
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isLoading: boolean;
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error: string | null;
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currentPrice: number | null;
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position: number;
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rsi: number | null;
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analysis: TradingDecision | null;
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loading: boolean;
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}
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const SignalBadge = ({ signal }: { signal: AgentSignal["signal"] }) => {
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const colors = {
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bullish: "bg-green-100 text-green-800",
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bearish: "bg-red-100 text-red-800",
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neutral: "bg-gray-100 text-gray-800",
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};
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return (
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<span className={`px-2 py-1 rounded text-xs font-medium ${colors[signal]}`}>
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{signal}
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</span>
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);
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};
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export const meta = () => {
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return [
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{ title: "Analyze - AITrader" },
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{ name: "description", content: "Multi-agent trading analysis with dataflow visualization" },
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{ title: "Portfolio Analysis - AITrader" },
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{ name: "description", content: "Analyze your stock portfolio with AI trading insights" },
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];
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};
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export default function Analyze() {
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const [state, setState] = useState<AnalysisState>({
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ticker: "",
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date: new Date().toISOString().split("T")[0],
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analysts: [],
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debates: [],
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decision: null,
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isLoading: false,
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error: null,
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});
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const [stocks, setStocks] = useState<StockRow[]>([]);
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const [newTicker, setNewTicker] = useState("");
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const [currentStep, setCurrentStep] = useState<AnalysisStep>("input");
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// Load Alpaca portfolio and database stocks on mount
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useEffect(() => {
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const loadPortfolio = async () => {
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try {
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// Fetch both Alpaca positions and database stocks
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const [positionsRes, dbStocksRes] = await Promise.all([
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fetch("/api/alpaca/positions"),
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fetch("/api/stocks"),
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]);
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const runAnalysis = async (e: React.FormEvent) => {
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e.preventDefault();
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setState((s) => ({ ...s, isLoading: true, error: null }));
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const positions = positionsRes.ok ? await positionsRes.json() : [];
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const dbStocks = dbStocksRes.ok ? await dbStocksRes.json() : [];
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// Create a set of tickers from Alpaca positions for quick lookup
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const alpacaTickers = new Set(positions.map((p: { ticker: string }) => p.ticker));
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// Build stocks array for Alpaca positions
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const alpacaStocks = await Promise.all(
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positions.map(async (p: { ticker: string; qty: number }) => {
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try {
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const quoteRes = await fetch(`/api/alpaca/quote/${p.ticker}`);
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const quote = quoteRes.ok ? await quoteRes.json() : null;
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return {
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id: `alpaca-${p.ticker}`,
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ticker: p.ticker,
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currentPrice: quote?.price ?? null,
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position: p.qty,
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rsi: null,
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analysis: null,
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loading: false,
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};
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} catch {
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return {
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id: `alpaca-${p.ticker}`,
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ticker: p.ticker,
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currentPrice: null,
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position: p.qty,
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rsi: null,
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analysis: null,
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loading: false,
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};
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}
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})
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);
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// Add database stocks that are not in Alpaca positions with position=0
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const dbOnlyStocks = [];
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for (const stock of dbStocks) {
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if (!alpacaTickers.has(stock.ticker)) {
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try {
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const quoteRes = await fetch(`/api/alpaca/quote/${stock.ticker}`);
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const quote = quoteRes.ok ? await quoteRes.json() : null;
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dbOnlyStocks.push({
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id: `db-${stock.ticker}`,
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ticker: stock.ticker,
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currentPrice: quote?.price ?? null,
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position: 0,
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rsi: null,
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analysis: null,
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loading: false,
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});
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} catch {
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dbOnlyStocks.push({
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id: `db-${stock.ticker}`,
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ticker: stock.ticker,
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currentPrice: null,
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position: 0,
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rsi: null,
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analysis: null,
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loading: false,
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});
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}
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}
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}
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setStocks([...alpacaStocks, ...dbOnlyStocks]);
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} catch (err) {
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console.error("[analyze] Portfolio load error:", err);
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}
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};
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loadPortfolio();
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}, []);
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// Refresh prices every minute
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useEffect(() => {
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const interval = setInterval(() => {
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stocks.forEach((stock) => {
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fetch(`/api/alpaca/quote/${stock.ticker}`)
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.then((res) => res.ok ? res.json() : null)
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.then((data) => {
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if (data?.price) {
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setStocks((s) => s.map((st) =>
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st.ticker === stock.ticker ? { ...st, currentPrice: data.price } : st
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));
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}
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})
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.catch(() => {});
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});
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}, 60000);
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return () => clearInterval(interval);
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}, [stocks]);
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const addStock = async () => {
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if (!newTicker.trim()) return;
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const ticker = newTicker.trim().toUpperCase();
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console.log("[analyze] Adding stock:", ticker);
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// Check if ticker already exists
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if (stocks.some((s) => s.ticker === ticker)) {
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console.log("[analyze] Ticker already exists:", ticker);
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return;
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}
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// Save to database first
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try {
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const formData = new FormData();
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formData.append("ticker", ticker);
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await fetch("/api/stocks", {
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method: "POST",
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body: formData,
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});
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} catch (err) {
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console.error("[analyze] Error saving stock to DB:", err);
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}
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const newStock: StockRow = {
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id: `db-${ticker}`,
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ticker,
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currentPrice: null,
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position: 0,
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rsi: null,
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analysis: null,
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loading: true,
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};
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setStocks((s) => [...s, newStock]);
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setNewTicker("");
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try {
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const response = await fetch("/api/analyze", {
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console.log("[analyze] Fetching quote and positions for", ticker);
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const [quoteRes, positionsRes] = await Promise.all([
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fetch(`/api/alpaca/quote/${ticker}`),
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fetch("/api/alpaca/positions"),
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]);
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console.log("[analyze] Quote response:", quoteRes.status);
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console.log("[analyze] Positions response:", positionsRes.status);
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const quote = quoteRes.ok ? await quoteRes.json() : null;
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const positions = positionsRes.ok ? await positionsRes.json() : [];
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console.log("[analyze] Quote data:", quote);
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console.log("[analyze] Positions data:", positions);
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const position = positions.find((p: { ticker: string; qty: number }) =>
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p.ticker === ticker
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)?.qty ?? 0;
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console.log("[analyze] Found position:", position);
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setStocks((s) => s.map((st) =>
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st.ticker === ticker
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? { ...st, loading: false, currentPrice: quote?.price ?? null, position }
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: st
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));
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} catch (err) {
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console.error("[analyze] Error adding stock:", err);
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setStocks((s) => s.map((st) => st.ticker === ticker ? { ...st, loading: false } : st));
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}
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};
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// Update all positions on mount and when stocks change
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useEffect(() => {
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if (stocks.length === 0) return;
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const updatePositions = async () => {
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try {
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const res = await fetch("/api/alpaca/positions");
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if (res.ok) {
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const positions = await res.json();
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setStocks((s) => s.map((st) => {
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const pos = positions.find((p: { ticker: string; qty: number }) =>
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p.ticker === st.ticker
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);
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return pos ? { ...st, position: pos.qty } : st;
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}));
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}
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} catch (err) {
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console.error("[analyze] Position update error:", err);
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}
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};
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updatePositions();
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}, [stocks.length]);
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const removeStock = (id: string) => {
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setStocks((s) => s.filter((stock) => stock.id !== id));
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};
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const runAnalysis = async (id: string, ticker: string) => {
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setStocks((s) => s.map((st) => st.id === id ? { ...st, loading: true } : st));
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try {
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const [quoteRes, indicatorsRes] = await Promise.all([
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fetch(`/api/alpaca/quote/${ticker}`),
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fetch(`/api/indicators?symbol=${ticker}`),
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]);
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const quote = quoteRes.ok ? await quoteRes.json() : null;
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const indicators = indicatorsRes.ok ? await indicatorsRes.json() : null;
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const analysisRes = await fetch("/api/analyze", {
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method: "POST",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ ticker: state.ticker, date: state.date }),
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body: JSON.stringify({ ticker }),
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});
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if (!response.ok) throw new Error("Analysis failed");
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const decision = await response.json();
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setState((s) => ({
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...s,
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decision,
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isLoading: false,
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}));
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setCurrentStep("decision");
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} catch (err) {
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setState((s) => ({
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...s,
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error: err instanceof Error ? err.message : "Unknown error",
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isLoading: false,
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}));
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const analysis = analysisRes.ok ? await analysisRes.json() : null;
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setStocks((s) => s.map((st) =>
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st.id === id
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? {
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...st,
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loading: false,
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currentPrice: quote?.price ?? null,
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rsi: indicators?.indicators?.rsi ?? null,
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analysis,
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}
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: st
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));
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} catch {
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setStocks((s) => s.map((st) => st.id === id ? { ...st, loading: false } : st));
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}
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};
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@@ -80,131 +264,103 @@ export default function Analyze() {
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<div className="min-h-screen bg-gradient-to-br from-gray-50 to-blue-50">
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<Navbar />
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<div className="mx-auto max-w-7xl px-6 py-8">
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<h1 className="text-3xl font-bold text-gray-900 mb-6">Multi-Agent Trading Analysis</h1>
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<h1 className="text-3xl font-bold text-gray-900 mb-6">Portfolio Analysis</h1>
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<div className="bg-white rounded-xl shadow-lg p-6 mb-6">
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<h2 className="text-xl font-bold text-gray-900 mb-4">Input Parameters</h2>
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<form onSubmit={runAnalysis} className="flex gap-4">
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-1">Ticker</label>
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<input
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type="text"
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value={state.ticker}
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onChange={(e) => setState((s) => ({ ...s, ticker: e.target.value.toUpperCase() }))}
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placeholder="AAPL"
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className="border border-gray-300 rounded-lg px-4 py-2.5 focus:ring-2 focus:ring-blue-500 text-gray-900 placeholder-gray-500"
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required
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/>
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<input
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type="date"
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value={state.date}
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onChange={(e) => setState((s) => ({ ...s, date: e.target.value }))}
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className="border border-gray-300 rounded-lg px-4 py-2.5 focus:ring-2 focus:ring-blue-500 text-gray-900"
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/>
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</div>
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-1">Date</label>
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<input
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type="date"
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value={state.date}
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onChange={(e) => setState((s) => ({ ...s, date: e.target.value }))}
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className="border border-gray-300 rounded-lg px-4 py-2 focus:ring-2 focus:ring-blue-500 text-gray-900"
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/>
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</div>
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<div className="flex items-end">
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<button
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type="submit"
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disabled={state.isLoading}
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className="bg-blue-600 text-white px-6 py-2 rounded-lg font-medium hover:bg-blue-700 disabled:opacity-50"
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>
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{state.isLoading ? "Running..." : "Run Analysis"}
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</button>
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</div>
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</form>
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</div>
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{state.error && (
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<div className="bg-red-50 border border-red-200 text-red-700 px-4 py-3 rounded-lg mb-6">
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{state.error}
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<div className="flex gap-3 mb-4">
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<input
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type="text"
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value={newTicker}
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onChange={(e) => setNewTicker(e.target.value.toUpperCase())}
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placeholder="Add ticker (e.g. AAPL)"
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className="flex-1 border border-gray-300 rounded-lg px-4 py-2.5 text-gray-900 placeholder-gray-500 focus:outline-none focus:ring-2 focus:ring-blue-500"
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onKeyDown={(e) => e.key === "Enter" && addStock()}
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/>
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<button
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onClick={addStock}
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disabled={!newTicker.trim()}
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className="bg-blue-600 text-white px-6 py-2.5 rounded-lg font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
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>
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Add Stock
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</button>
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</div>
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)}
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{currentStep !== "input" && (
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<div className="space-y-6">
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<div className="flex items-center gap-2 mb-4">
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{["input", "analysts", "researchers", "trader", "decision"].map((step, i) => (
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<div key={step} className="flex items-center">
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<div
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className={`w-8 h-8 rounded-full flex items-center justify-center text-sm font-medium ${
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step === currentStep ? "bg-blue-600 text-white" : "bg-gray-200 text-gray-600"
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}`}
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>
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{i + 1}
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</div>
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{i < 4 && <div className="w-8 h-0.5 bg-gray-300 mx-1"></div>}
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</div>
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))}
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</div>
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{state.analysts.length > 0 && (
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<div className="bg-white rounded-xl shadow-lg p-6">
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<h3 className="text-lg font-bold text-gray-900 mb-4">Analyst Reports</h3>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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{state.analysts.map((report, i) => (
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<div key={i} className="border border-gray-200 rounded-lg p-4">
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<div className="flex justify-between items-center mb-2">
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<span className="font-medium capitalize">{report.analyst}</span>
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<SignalBadge signal={report.signal.signal} />
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</div>
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<p className="text-sm text-gray-600">{report.report}</p>
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</div>
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{stocks.length === 0 ? (
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<p className="text-gray-500 text-center py-8">No stocks added. Add a ticker to get started.</p>
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) : (
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<div className="overflow-x-auto">
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<table className="w-full">
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<thead>
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<tr className="border-b border-gray-200">
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<th className="text-left py-3 px-4 font-medium text-gray-700">Ticker</th>
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<th className="text-left py-3 px-4 font-medium text-gray-700">Price</th>
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<th className="text-left py-3 px-4 font-medium text-gray-700">Position</th>
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<th className="text-left py-3 px-4 font-medium text-gray-700">RSI</th>
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<th className="text-left py-3 px-4 font-medium text-gray-700">Analysis</th>
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<th className="text-left py-3 px-4 font-medium text-gray-700">Actions</th>
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</tr>
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</thead>
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<tbody>
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{stocks.map((stock) => (
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<tr key={stock.id} className="border-b border-gray-100">
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<td className="py-3 px-4 font-bold text-gray-900">{stock.ticker}</td>
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<td className="py-3 px-4 text-gray-900">
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{stock.currentPrice ? `$${stock.currentPrice.toFixed(2)}` : "-"}
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</td>
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<td className="py-3 px-4 text-gray-900 font-medium">
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{stock.position}
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</td>
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<td className="py-3 px-4">
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{stock.rsi ? (
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<span className={
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stock.rsi > 70 ? "text-red-600" :
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stock.rsi < 30 ? "text-green-600" : "text-gray-900"
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||||
}>
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{stock.rsi.toFixed(2)}
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||||
</span>
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||||
) : "-"}
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||||
</td>
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||||
<td className="py-3 px-4">
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||||
{stock.analysis ? (
|
||||
<div>
|
||||
<span className={`font-medium ${
|
||||
stock.analysis.action === "buy" ? "text-green-600" :
|
||||
stock.analysis.action === "sell" ? "text-red-600" : "text-gray-600"
|
||||
}`}>
|
||||
{stock.analysis.action.toUpperCase()}
|
||||
</span>
|
||||
<div className="text-xs text-gray-500">
|
||||
Confidence: {(stock.analysis.confidence * 100).toFixed(0)}%
|
||||
</div>
|
||||
</div>
|
||||
) : stock.loading ? (
|
||||
<span className="text-blue-600">Analyzing...</span>
|
||||
) : "-"}
|
||||
</td>
|
||||
<td className="py-3 px-4">
|
||||
<div className="flex gap-2">
|
||||
<button
|
||||
onClick={() => runAnalysis(stock.id, stock.ticker)}
|
||||
disabled={stock.loading}
|
||||
className="bg-blue-600 text-white px-3 py-1 rounded text-sm hover:bg-blue-700 disabled:opacity-50"
|
||||
>
|
||||
{stock.loading ? "Running..." : "Analyze"}
|
||||
</button>
|
||||
<button
|
||||
onClick={() => removeStock(stock.id)}
|
||||
className="bg-red-600 text-white px-3 py-1 rounded text-sm hover:bg-red-700"
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{state.debates.length > 0 && (
|
||||
<div className="bg-white rounded-xl shadow-lg p-6">
|
||||
<h3 className="text-lg font-bold text-gray-900 mb-4">Research Debate</h3>
|
||||
{state.debates.map((debate, i) => (
|
||||
<div key={i} className="space-y-3">
|
||||
<div className="bg-green-50 rounded-lg p-3">
|
||||
<span className="text-xs font-semibold text-green-800">Bullish View:</span>
|
||||
<p className="text-sm mt-1">{debate.bullishView}</p>
|
||||
</div>
|
||||
<div className="bg-red-50 rounded-lg p-3">
|
||||
<span className="text-xs font-semibold text-red-800">Bearish View:</span>
|
||||
<p className="text-sm mt-1">{debate.bearishView}</p>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{state.decision && (
|
||||
<div className="bg-white rounded-xl shadow-lg p-6">
|
||||
<h3 className="text-lg font-bold text-gray-900 mb-4">Trading Decision</h3>
|
||||
<div className="flex items-center gap-4 mb-4">
|
||||
<span className="text-2xl font-bold capitalize">{state.decision.action}</span>
|
||||
<span className="text-gray-600">Confidence: {(state.decision.confidence * 100).toFixed(0)}%</span>
|
||||
</div>
|
||||
<p className="text-gray-700">{state.decision.reasoning}</p>
|
||||
|
||||
<div className="mt-4">
|
||||
<span className="text-sm font-medium text-gray-600">Agent Signals:</span>
|
||||
<div className="flex flex-wrap gap-2 mt-2">
|
||||
{state.decision.agentSignals.map((s, i) => (
|
||||
<div key={i} className="flex items-center gap-1">
|
||||
<span className="text-xs capitalize">{s.agent}:</span>
|
||||
<SignalBadge signal={s.signal} />
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -0,0 +1,23 @@
|
||||
import Alpaca from "@alpacahq/alpaca-trade-api";
|
||||
|
||||
const alpaca = new Alpaca({
|
||||
keyId: process.env.ALPACA_API_KEY!,
|
||||
secretKey: process.env.ALPACA_SECRET_KEY!,
|
||||
baseUrl: process.env.ALPACA_BASE_URL || "https://paper-api.alpaca.markets",
|
||||
retryOnError: false,
|
||||
});
|
||||
|
||||
export async function loader() {
|
||||
try {
|
||||
const positions = await alpaca.getPositions();
|
||||
return Response.json(
|
||||
positions.map((p: { symbol: string; qty: string; avg_entry_price: string; current_price: string }) => ({
|
||||
ticker: p.symbol,
|
||||
qty: parseFloat(p.qty),
|
||||
}))
|
||||
);
|
||||
} catch (error) {
|
||||
console.error("Alpaca positions error:", error);
|
||||
return Response.json({ error: "Failed to fetch positions" }, { status: 500 });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,30 @@
|
||||
import Alpaca from "@alpacahq/alpaca-trade-api";
|
||||
|
||||
const alpaca = new Alpaca({
|
||||
keyId: process.env.ALPACA_API_KEY!,
|
||||
secretKey: process.env.ALPACA_SECRET_KEY!,
|
||||
baseUrl: process.env.ALPACA_BASE_URL || "https://paper-api.alpaca.markets",
|
||||
retryOnError: false,
|
||||
});
|
||||
|
||||
export async function loader({ params }: { params: { ticker: string } }) {
|
||||
const ticker = params.ticker?.toUpperCase();
|
||||
if (!ticker) {
|
||||
return Response.json({ error: "Ticker is required" }, { status: 400 });
|
||||
}
|
||||
|
||||
try {
|
||||
// Use latest trade instead of quote for real transaction price
|
||||
const trade = await alpaca.getLatestTrade(ticker);
|
||||
// trade has: Price, Size, Exchange, Timestamp, etc.
|
||||
const price = (trade as { Price?: number }).Price || 0;
|
||||
return Response.json({
|
||||
ticker,
|
||||
price,
|
||||
timestamp: (trade as { Timestamp?: string }).Timestamp,
|
||||
});
|
||||
} catch (error) {
|
||||
console.error("Alpaca trade error:", error);
|
||||
return Response.json({ error: "Failed to fetch trade" }, { status: 500 });
|
||||
}
|
||||
}
|
||||
@@ -2,17 +2,54 @@ import { OpenRouterClient } from "../../lib/openrouter";
|
||||
import { TradingGraph } from "../../agents/tradingGraph";
|
||||
|
||||
export async function action({ request }: { request: Request }) {
|
||||
console.log("[analyze] Request received:", request.method, request.url);
|
||||
|
||||
const body = await request.json();
|
||||
console.log("[analyze] Request body:", JSON.stringify(body));
|
||||
|
||||
const ticker = body.ticker?.toUpperCase();
|
||||
const date = body.date || new Date().toISOString().split("T")[0];
|
||||
|
||||
if (!ticker) {
|
||||
console.log("[analyze] Error: ticker missing");
|
||||
return Response.json({ error: "ticker is required" }, { status: 400 });
|
||||
}
|
||||
|
||||
const apiKey = process.env.OPENROUTER_API_KEY;
|
||||
if (!apiKey) {
|
||||
return Response.json({ error: "OPENROUTER_API_KEY not configured" }, { status: 500 });
|
||||
console.log("[analyze] API key configured:", !!apiKey, apiKey?.substring(0, 10) + "...");
|
||||
|
||||
if (!apiKey || apiKey === "your_openrouter_api_key_here") {
|
||||
console.log("[analyze] Using mock mode");
|
||||
const mockDecision = {
|
||||
action: "hold" as const,
|
||||
confidence: 0.75,
|
||||
reasoning: `${ticker} analysis - Mock mode: positive momentum detected with neutral technical signals`,
|
||||
agentSignals: [
|
||||
{
|
||||
agent: "fundamentals" as const,
|
||||
signal: "bullish" as const,
|
||||
confidence: 0.7,
|
||||
reasoning: "Strong fundamentals with positive earnings outlook",
|
||||
timestamp: new Date().toISOString(),
|
||||
},
|
||||
{
|
||||
agent: "technical" as const,
|
||||
signal: "neutral" as const,
|
||||
confidence: 0.6,
|
||||
reasoning: "Mixed technical indicators",
|
||||
timestamp: new Date().toISOString(),
|
||||
},
|
||||
],
|
||||
debateRounds: [
|
||||
{
|
||||
bullishView: "Bullish case supported by fundamentals and momentum",
|
||||
bearishView: "Bearish case from mixed technical signals",
|
||||
researcher: "bullish" as const,
|
||||
},
|
||||
],
|
||||
};
|
||||
console.log("[analyze] Returning mock decision");
|
||||
return Response.json(mockDecision);
|
||||
}
|
||||
|
||||
const client = new OpenRouterClient(apiKey);
|
||||
@@ -34,10 +71,13 @@ export async function action({ request }: { request: Request }) {
|
||||
};
|
||||
|
||||
try {
|
||||
console.log("[analyze] Running trading graph...");
|
||||
const decision = await graph.propagate(ticker, input);
|
||||
console.log("[analyze] Decision received:", JSON.stringify(decision));
|
||||
return Response.json(decision);
|
||||
} catch (error) {
|
||||
const message = error instanceof Error ? error.message : "Unknown error";
|
||||
console.error("[analyze] Error:", error);
|
||||
return Response.json({ error: message }, { status: 500 });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
import { db } from "../../../lib/db.server";
|
||||
|
||||
export async function loader() {
|
||||
const stocks = await db.stock.findMany({
|
||||
orderBy: { ticker: "asc" },
|
||||
});
|
||||
return Response.json(stocks);
|
||||
}
|
||||
|
||||
export async function action({ request }: { request: Request }) {
|
||||
const formData = await request.formData();
|
||||
const ticker = formData.get("ticker")?.toString().toUpperCase();
|
||||
|
||||
if (!ticker) {
|
||||
return Response.json({ error: "Ticker is required" }, { status: 400 });
|
||||
}
|
||||
|
||||
const stock = await db.stock.create({
|
||||
data: { ticker },
|
||||
});
|
||||
return Response.json(stock);
|
||||
}
|
||||
Reference in New Issue
Block a user