o HiGV@s dZddlmZmZmZmZmZmZmZddl m Z m Z m Z m Z ddlZddlmZmZddlmZddlZddlZddlZddlmZddlmZddlZdd lmZdd lmZdd lm Z dd l!m"Z"m#Z#m$Z$m%Z%m&Z&m'Z'm(Z(m)Z)m*Z*m+Z+eZ,e-e.Z/d e0de1de1de1de1f ddZ2e2dddddZ3e2dddddZ4de de e0fddZ5de de efdd Z6de de efd!d"Z7d#e de0fd$d%Z8d&e e0e fd'e0de fd(d)Z9de de e:fd*d+Z;de de e1fd,d-Zde de0fd4d5Z?de de e0fd6d7Z@d8e e e0e fde e e0e ffd9d:ZAd;e0de e0e ffde d.e0d?e0de e e0e ffd@dAZCdd.e0d?e0de e0e ffdCdDZDdEe0de0fdFdGZEd.e0de e e0e ffdHdIZFdJe0dKe1de e0fdLdMZGdNe0de e e0e ffdOdPZHd.e0de e e0e ffdQdRZId.e0dSe e e0e fdTe e0e fde e0e ffdUdVZJdWe e e0e fdXe e0e fde0fdYdZZKde0de1fd[d\ZLe,jMd]d^d_d`daZNe,jMdbdcd_eefdddeZOe,jMdfdgd_edhdidjeddkdjeejPfdle0dKe1fdmdnZQe,MdoeejPfdpdqZRe,jMdrdsd_edhdtdjeejPfdEe0fdudvZSe,jTdwdxd_eejPeefdydzZUe,jMd{d|d_edddd}d~eddddd~edddjeejPeefdKe1de1deVfddZWe,jTddd_edddjeejPeefdefddZXe,jTddd_eideejPeefd.e0de e0e ffddZYe,jMddd_edddjeejPeefdKe1fddZZe,jMddd_edddjeddddeejPfde0dKe1fddZ[e,jMddd_edddjeejPeefd.e0de1fddZ\e,jTddd_edeejPeefde e0e ffddZ]e,jMddd_edddjedddjedddjedddjeddddedddeejPeefde0de e0de e0d;e e0dKe1de1f ddZ^e,j_ddd_edeejPeefde0de e0e ffddZ`e,jaddd_eejPeefde0fddZbe,jMddd_edddjeejPeefd;e e0fddÄZce,jTddd_edeejPeefde e0e ffddDŽZdde e0e fde1dEe0de e0e ffdd˄Zee,jTddd_eidee3dddd~eddddd~eejPeefde e0e fde1dKe1fdd҄Zfe,jMddd_edddjedddjedddjeejPeefdKe1d.e e0de e0fddڄZge,jTddd_edeejPeefd.e0de e0e ffddބZhe,jTddd_edeejPeefd.e0de e0e ffddZie,jMddd_edddjedddjeejPeefd.e0dKe1de e0fddZje,jTddd_edeejPeefde e0e ffddZke,jMddd_edddjedddjeejPeefdKe1de e0fddZle,jMddd_edhdtdjedddjeejPeefdEe0dKe1fddZme,jMddd_ee4de4dd~eejPeefdKe1fddZne,jMddd_eejPeefddZoe,jTddd_edeejPeefde0de e0e ffddZpe,jTddd_edeejPeefde e0e ffd d Zqe,jTd d d_edeejPfde e0e ffd dZre,jTddd_edeejPfde e0e ffddZsdS(zm Pure ChatGPT-based Trading Engine Router No custom algorithms - all analysis delegated to OpenAI GPT models ) APIRouterDepends HTTPExceptionBodyQueryFile UploadFile)DictAnyListOptionalN)datetime timedelta)ObjectId) UpdateOne)deque)database)get_current_userdetails ZerodhaClient) DEFAULT_TIMEFRAMESget_zerodha_client_serviceget_market_movers_serviceanalyze_symbol_servicebulk_analyze_servicechat_with_stock_serviceplace_order_serviceget_user_signals_servicerefresh_instruments_servicevalidate_openai_setupnamedefault min_value max_valuereturncCsbt|}|dust|dkr|Sz tt|}Wn ty(|YSwt|t||SN)osgetenvstrstripint Exceptionmaxmin)r r!r"r#rawvr12/var/www/html/Trade-python/app/v1/routers/teGPT.py_env_int(s  r3 PORTFOLIO_LIVE_FRESHNESS_MINUTES <)r"r#NIFTY50_MAX_ANALYSES2r0cCs0|durdSt|tr|St|tr|SdSN) isinstancer isoformatr)r0r1r1r2 _dt_to_isoCs  r?cCsZ|durdSt|tr |St|tr+|r+z t|ddWSty*YdSwdS)NZz+00:00)r<r r)r* fromisoformatreplacer,r>r1r1r2 _parse_tsNs  rCc Csdt|}|dur |St|tr|sdS|}dD]}z t||WSty/YqwdS)znParse common CSV/export timestamp formats. Keeps behavior conservative: returns None if unparseable. N) z%d-%m-%Y %H:%M:%Sz%d/%m/%Y %H:%M:%Sz%Y-%m-%d %H:%M:%Sz%Y/%m/%d %H:%M:%Sz%d-%m-%Y %H:%Mz%d/%m/%Y %H:%Mz%Y-%m-%dz%d-%m-%Yz%d/%m/%Y)rCr<r)r*r strptimer,)r0dtsfmtr1r1r2_parse_ts_flexible\s  rHkcCs$t|tsdStdd|S)Nr&z [^a-z0-9]+)r<r)resubr*lower)rIr1r1r2 _norm_csv_keyys rMrowkeyscGs@|D]}t|}|s q||vr||dvr||SqdS)Nr%)rMget)rNrOrInkr1r1r2_picksrRcCFzt|}||kr|tdtdfvr|WSdWSty"YdSwNinfz-inffloatr,)r0nr1r1r2 _safe_float ( rYcCs zt|WStyYdSwr;)r+r,r>r1r1r2 _safe_ints   r[symbolcCs|pdSr%)r*upperr\r1r1r2 _norm_symbolsr_tagscCs|durgSt|trdd|dD}dd|DSt|trUg}|D]}t|tr9|r9||q%t}g}|D]}||vrHqA||||qA|SgS)NcSsg|]}|qSr1r*.0pr1r1r2 sz_norm_tags..,cSsg|]}|r|qSr1)rLrbr1r1r2res) r<r)splitlistr*appendrLsetadd)r`partsouttseendedupedr1r1r2 _norm_tagss(    rqcCs |pdSr%rar>r1r1r2_norm_account_ids rrcCs|durdSt|}|dvrdS|dvrdS|dvr dS|dvr&dS|dvr,|S|dkr4dS|d kr|dkr| | |dt dd| D}|d}rŇfdd| D}t dd|D}|rt dd|D|}t |}| t| d t| | rt| | d!ndt||durt|d!ndd||q$|S)"aCompute gross realized P&L using FIFO matching. - Works on execution-level rows (BUY/SELL, qty, price). - Returns per-row: realized_pnl, matched_qty, matched_avg_entry_price, position_after, open_avg_price. - This is gross P&L (fees/taxes not included). itr$cSsl|dpd|dpd|dpd|dp%|didp%d|dp4|didp4dfS)Nr\r&productexchangesegmentr/seriesrPr*r])rr1r1r2key_ofs   z(_compute_fifo_enrichment..key_ofr0cSrSrTrV)r0fr1r1r2numrZz%_compute_fifo_enrichment..numcS|dptjSNtsrPr r.xr1r1r2z*_compute_fifo_enrichment..keytransaction_typequantitypriceN average_pricercs|]}|dVqdSqtyNr1rclr1r1r2 z+_compute_fifo_enrichment..c$g|]}|ddkdkkr|qSrrr1ropen_qtyr1r2re$z,_compute_fifo_enrichment..cs|] }t|dVqdSrabsrr1r1r2rcs$|] }t|d|dVqdSrrNrrr1r1r2r" realized_pnl matched_qtymatched_avg_entry_priceposition_afteropen_avg_pricersr)rrcsrrr1rr1r1r2r1rcrrr1rrr1r2re5rcsrrrrr1r1r2r6rcsrrrrr1r1r2r8r)r r)r tupler rWsortedr}rPr[rsumdictupdateri setdefaultrr.popleftroundr+)r~rrenriched lots_by_keyrsideqty_ipxrealizedrmatched_entry_valrIdqposopen_avgsamedenomrmsigned remaininglotcovercloser1rr2_compute_fifo_enrichments   " ""  r account_idcCsNt|}|sddddiiddiddigiSdd|idddiiddiddigiS)zvMatch portfolio docs for the given account. Backward compatible: include docs with missing/empty account_id. $orr$existsFr&N)rr)raidr1r1r2_portfolio_account_matchHs rzerodha_clientrc CsHt|}|pd}g}|r||dD] }||vr"||q|D]|}|d|}z*||g} t| tr?| |nd} t| trW| drW| d||dWSWn tyaYnwz6t |dd} | duroWq%| |g} t| tr| |nd} t| tr| dr| d||dWSWq%tyYq%wdS)NNSE)rBSE:instrument_token)rr tradingsymbolkite) r_r*r]ri get_quoter<rrPr,getattrltp) rr\rsymexattemptsfallbackexchrqdrNrldr1r1r2*_resolve_instrument_token_via_user_zerodha[sN         rrc Cst|}|s tddd|pd}t}|d||dp*|dd|i}|sE||dd |d }|d|}i|d |ji}| d set | d }|d d |d id d |ii||d <|ddt |ddd|dddddddddd} | r| dr| d| dp|| d| d| d| d| dp||d} |d d |d id | i|dd | D|S)!zREnsure `stocks` has a stable identity row with `stock_id` and instrument metadata.zsymbol is required status_codedetailrstocksr\rr\NT)r\rsector is_active created_at_idstock_id$setzerodha_instruments^$iz$regexz$options)rrrr6)rrrr r tick_sizelot_sizerrrr rrrr)rrr rrrrinstrument_updated_atcSsi|] \}}|dur||qSr;r1)rcrIr0r1r1r2 sz*_ensure_stock_identity..)r_rr*r]r utcnowfind_one insert_one inserted_idrPr) update_onerJescaperr~) dbr\rrnowstock stock_docinsertedsidinstpatchr1r1r2_ensure_stock_identitysX &     rmovercCs8|pd}|dvrdS|dvrdS|dvrdSdS)Nr&)gainersgainerz top-gainersGAINER)losersloserz top-losersLOSER)bothallBOTH)r*rL)rr0r1r1r2_normalize_mover_paramsrcCs>|pd}|s dS|d|ddp|dd|iS)Nr&rrrr\)r*r]r)rr\rr1r1r2_get_stock_by_symbols&r mover_typelimitc Csi}|dvr ||d<t|d|ddg|}dd|D}|s&gSt|dd d |iid d d }d d|D}g}|D]} || } | rP|| qB|S)N)r r r live_movers)rankr6) last_updatedcS g|] }|dr|dqSrrPrcdr1r1r2re z1_get_symbols_from_live_movers..rr$inr6)rr\cSs*i|]}|d|dpdqS)rr\r&rrcrFr1r1r2rs*z1_get_symbols_from_live_movers..)rhfindsortrrPri) rrrqlive stock_idsrby_idrmrrr1r1r2_get_symbols_from_live_moverss ""  r'rcCs |sdS|djd|idgdS)Nstock_analysis_snapshotsr timestamprr")r)rrr1r1r2 _get_latest_snapshot_by_stock_idsr,cCs,t||}|r |dsdSt||dS)Nr)rrPr,)rr\rr1r1r2_get_latest_snapshot_by_symbols r-rsnapc Cs&|dpi}t|tsi}|dp|dpd}|dp%|dp%d}|d}t|tr;|d p9|d }n|d }|d pKt|d |pNd |dur\t|nd|durgt|nd||d|t|dtr}|dndd}|r|d|d<|d|d<|S)NanalysisdecisionactionHOLD confidenceconfidence_levelLOWtargets entry_priceentry analysis_idrr& stop_lossr*)r9r\r0r3r7r:r6r*rr)rPr<rr)r*r]r r=) r\rr.r/r0r3r6r7rmr1r1r2_extract_analysis_fieldss,      r;prevcurrcCs|sdSg}|d|dkr!|d|dd|d|d|dkr<|d|dd|ddD]}||||krY||durY||dq>|rad |Sd S) NNewr0z decision u→r3z confidence )r7r:z updatedz; -)rPrijoin)r<r=rlrr1r1r2 _what_changeds"""rAcCs$|pd}dddd|dS)Nr&rr6)HIGHMEDIUMr5r)r*r]rPr|r1r1r2_confidence_score-srEz/healthz,Health check and OpenAI configuration status)summarycst}dd|d|ddS)z,Check system health and OpenAI configurationokzChatGPT Trading Engine configuredmessage)statusserviceopenai_configuredopenai_message)r) openai_statusr1r1r2 health_check3srOz/configzGet current configurationcs"t|ddddddddS)z Get current system configurationrz gpt-4o-miniT) bulk_analysisinteractive_chatorder_placementreal_time_data)user_idmodelfeatures)r)rP) current_userr1r1r2 get_config>s rXz/moverszGet market top gainers/losersrzType: gainers, losers, or both) descriptionzMaximum number of symbolstypec sz0t|}g}|dkrt|d|t|d|}|d|}nt|||}d||dtddWStyJ}z td td t|d d}~ww) zDB-only movers endpoint. IMPORTANT: This endpoint must NOT trigger ET scraping, Zerodha calls, or GPT. Background workers populate `live_movers` and `stocks`. rr r Nsuccessr)rZsymbolssourcer*)rJdatazFailed to get DB moversr rr'r rr,logger exceptionrr))rZrrrr\er1r1r2get_market_moversNs(   rdz/movers/live-modelcCst|di}dd|D}g}|r#t|dddt|ii}i}|D]}|djd|idgd }|r;|||<q'|||d S) zMReturn current STOCK + live_movers + latest analysis for debugging (DB-only).rcSs h|] }|dr|dqSrr)rcdocr1r1r2 vrz'get_live_model_state..rrrr(r)r+)rrlatest_analysis)rhr!r)rr$r%rrgrr.r1r1r2get_live_model_stateqs" rhz /movers/top10z1Get top 10 market movers (frontend compatibility)zgainers or losersc sz)t|}|dkrt|ddt|dddd}nt||d}d|dtdWStyC}z td td t|d d}~ww) z0DB-only top10 movers endpoint used by Stream UI.rr r5r NrGr)rJtop10r]r*zFailed to get top10 moversr_rr`)rrrr\rcr1r1r2get_top10_moverss "  rjz/instruments/refreshz$Refresh instrument data from Zerodhac s`zt||}t||}d|d|ddWSty/}z tdtdt|dd}~ww) z+Refresh instrument master data from Zerodhar[countr*)rJupdatedr*zFailed to refresh instrumentsr_rN)rrr,rarbrr))rrWrresultrcr1r1r2refresh_instrumentss   rnz/learning/transactionsz/Get user's recent Zerodha transactions (trades)zMax rows to return)gelerYximz"How many days of history to returnTz9Sync today's Zerodha trades/orders into DB before listingdayssyncc sLzt|d|dtt|d}t|dddgd|rd}zt||}Wnty<ddYnwd td t tt fd dffd d }|durz | }t |t rst|d<|D] } t | trr|d| qfWntyddYnwz |} t | t rt| d<| D] } t | tr|d| qWntyddYnwdd|iiddidddiigd} t|td|d} | ddiddg| } t | }g}|D]}|id |d pdd|dpdd |d d!|d!d"|d"d#|d#d$|d$d%|d%d&|d&d'|d'd(|d(d|dp@|d)d*t|dpPt|d)d+|d+d,|d,d-|d-d.|d.d/t |d/trx|d/niiqt|}t|d0d1d2d3}g}|d|D]} t| d#}t| d$}|durt| d%}|r|durt|pd|pd4d5nd}|id | d pdd| dpdd | d d!| d!d"t| d"d#| d#d$| d$d%| d%d&| d&d'| d'd(| d(d*| d*d+| d+d.| d.p0| d/p-id.d,| d,pB| d/p?id,d-| d-pT| d/pQid-d6|| d7| d8| d9| d:| d;d<q| }d=d>|t||d?WStyty}z t !d@tdAt|dBd}~ww)CzPersonal endpoint: last N transactions across months. Zerodha's official API typically exposes only today's tradebook/orders. To support multi-month history, we persist daily syncs into Mongo. rlearning_transactions)rrr) attempted trades_seen orders_seenupsertserrorsNryzerodha_client_unavailablekindrr$c s|dp|dp|dp|d}t|}|dp#|dp#d}t}|p/|}idd |d|d |d d |d d |d pMdpQdd t|d dt|ddt|dd|dd|dd|dd|dt|dp|dd|d|}|dkr|drd|dd}n|dr||dd}n|||d}j||dtidddd d!7<dS)"Nexchange_timestamporder_timestampfill_timestampr*rr\r&rTr{rrrrrrtrade_idorder_idrJrrtokenr/ updated_attraderTr{rrTr{r)rTr{r\rrrz $setOnInsertTupsertrxr6) rPrCr*r]r rr[rYr) r{rts_rawts_dtr\r effective_tsrercol sync_reportrTr1r2 upsert_onesf          z-get_learning_transactions..upsert_onervrtrades_sync_failedrworderorders_sync_failedr$gterF)rTrir9)rr6)rr6u—r\r&rrrrrrrrrJrr|rrrisinr/cSrrrrr1r1r2r@rz+get_learning_transactions..T)rreverserrvaluerrrrrrr[db_learning_transactions)rJr]rrtotalrsr~z%Failed to fetch learning transactionsr_r)"r)rPr rrboolrr,rir r get_tradesr<rhlenr get_ordersr-r.r!r"rr?rrr[rYrr}count_documentsr+rrarb)rrrrsrrWcutoffrrtradesrordersr# compute_capcurdocs base_itemsr enriched_allenriched_all_sortedr~rrrrrcr1rr2get_learning_transactionss>  &+                              .          """  rz/learning/transactions/importz0Import (backfill) learning transactions from CSV.z$CSV export (tradebook/contract note)filec& szt|d}|d|IdH}|stdddz|d}Wnty2|d}Ynwtt |}|j sDtdd dd }d d }g} gd } dHfd d } |D]V} |d7}i} | pgi D]\}}t |}|suqjt |tr~|n|| |<qjttt| ddddpd}|s|d7}q[t| dddddd}|durt|ndpd}tt| dd}tt| ddd}tt| d d!d"}t| d#}t| d$}t| d%}t| d&}t| d'}t| d(}t| d)d*}t| d+d,}t| d-d.d/}t| d0d1d2d3d4} t| pt|}!|!durt}!t}"id5|d6d7d|d#|d$|d%|d&|d'|d(|d|d|d|d |d)|d+|d8|!d9| d:|"i}#|r_|d7|d;}$n|ri|d7|d<}$n |d7||!|||d=}$zt|$|#d>|"id?d@dAt| kr| Wq[ty}%zt| dBkr| |t|%dCWYd}%~%q[d}%~%wwz| Wn%ty}%zt| dBkr| |dD|%dCWYd}%~%nd}%~%wwdE||| dFWStyty}%z tdGtd t|%dd}%~%ww)IzBackfill multi-month history. Zerodha APIs generally don't provide months of tradebook history. This endpoint lets the user import/exported transactions into Mongo. rrtNrz Empty filerz utf-8-sigzlatin-1zCSV has no headerrr_r$cs.sdSjddt7dS)NF)ordered) bulk_writerclearr1ropsrxr1r2 flush_opss   z3import_learning_transactions_csv..flush_opsr6rtrading_symbolr\ instrumentr&rtransactiontype trade_type tradetypebuy_sellrrrr tradepricerateravgprice averagepricerrrrrauctionrtradeidrorderid trade_date tradedatedateorder_execution_timeorderexecutiontime executiontimer*timerTr{importrr/rrr)rTr{r\rrrrrrTr)rNerrorzbulk_write_failed: r[)rJ processedrxskippedryz*Failed to import learning transactions CSV)r$N)r)rPreadrdecoder,csv DictReaderioStringIO fieldnamesr~rMr<r*r_rRr]r[rYrHr rrirrrarb)&rrrWrT raw_bytestextreaderrrry batch_sizerrNnrowrIr0rQr\r side_normrravgrrrrrrrrr exec_timerrrerrcr1rr2 import_learning_transactions_csvus<                        rz/analyze/{symbol}z#Analyze single symbol using ChatGPT)r!payloadc szRt||}|stddd|dpi}t|trM|d|p!d|d}t|tr9|d| d|vrM|d}t|trM|rM||d<d ||d WSty[t yt}zt d |td t |dd }~ww)zDB-only analysis endpoint used by Stream UI. IMPORTANT: This endpoint must NOT call Zerodha or GPT. It returns the latest persisted analysis snapshot from `stock_analysis_snapshots` for the requested symbol. z"No analysis snapshot available yetrr/r\r&r* market_datar[)rJr\r/z+Failed to fetch DB analysis snapshot for %sr_N)r-rrPr<rrr*r]r r=r,rarbr)) r\rrrWr.r/rmdrcr1r1r2analyze_symbol(s.        rz/alerts-legacyz*Get user-specific alerts (legacy, DB-only)rzMax items per sectionc sfzt|d}t|d|ddddi}dd|D}|s0d ggggd td WSt|d dd |iidddd}dd|Dt|ddd |iidddd}dd|D}fdd|D} i} | rd|vr|d|d | iddg} | D]} | dpd } | r| | vr| | | <qg}g}g}g}|D]}|}|sq|dpd }|sqt|dd|idg d}|sqt |||d}t |dkrt |||dnd}t |||d<||pi}|d |d <|d!|d!<| |}|r4|d"pd }|d#vr)||q|d$vr4||q|d%p;d& }t|d'pHd}|d(vrZ|dkrZ||q||qd)tttffd*d+}||||fD] }|j|d,qqd |d||d||d||d|d td WSty}z td-td.t|d/d}~ww)0zDB-only alerts endpoint. Builds user-specific opportunities from: - `user_likes` (is_active=True) - latest `stock_analysis_snapshots` - optional `orders` for Triggered/Closed bucketing IMPORTANT: Must NOT call Zerodha or GPT. r user_likesT)rTrrr6cSrrrrr1r1r2recrz#get_user_alerts..rG) top_signals monitoring triggeredclosed)rJr^r*rr)rr\rcS"i|] }|dr|d|qSrrr r1r1r2rn"z#get_user_alerts..r)rrrcSrrrrcrr1r1r2rsrcs4g|]}|p idr|pidqSr^r)rcr by_stock_idr1r2revs rrTr\rrr\r&r(r)rrN what_changedrrrJ)PLACEDOPEN TRIGGERED)COMPLETECLOSED CANCELLEDREJECTEDr0r2r3ryrNcSsL|d}t|trt|nd}t|dpd}|dpd}| ||fS)Nri'r3r&r*)rPr<r+rE)rNrrank_valconf_valrr1r1r2sort_keys  z!get_user_alerts..sort_keyrzFailed to build alertsr_r)r)rPrhr!r rlist_collection_namesr"r*r]rr;rrArirEr r r,rarbr) rrrWrTlikesr%r live_rowslive_by_stock_idr\latest_order_by_symbolrorrrrrrrr\snapsr=r<r$rrJr0confrarrrcr1rr2get_user_alertsPs     $             rz/stocks/searchzSearch stocks (shared catalog)r&zSearch by symbol/name)rorpr#c st|pd}|sdgdSt|dd}|ddd|id |id |igid d d d d d d |}dt|dS)Nr&rG)rJr~rrrrr\r rrr6rrr\rrr )r*rJrr!rrh)r#rrqueryrxrr1r1r2 search_stockss  rz/stocks/{symbol}zGet stock info (no analysis)z!1 to fetch live quote via Zerodha include_quotec s4t||}d|d|d|d|d|d|d|d|d |d d d dd }|dkrt||}t|}|dpEd}||d|g} t| trd| |d|nd|d<|dst|dtr|dd} | r|d d|did| t di| |dd<|S)NrGrr\rrr rrrrT) rr\rrr rrrr)rJrquoter6rrrrrr)rrr) rrPrr_r*r]rr<rrr r) r\rrrWrrmrrrrrr1r1r2get_stock_infos<    &  rz/portfolio/itemszAdd/Upsert portfolio itemcst|d}t|d}t|dp|}t|dr+|r+||kr+tdddt|d}|dp8d}|d pCd }t|d } |d pUd pYd} |dp`d pdd} |dvrotdddt|||d} | dsz t ||} t | ||}Wn t yd}Ynw|r|dr|d d| did|d|dp| dp||dp| dp|t di|d| d<|dr|d| d<|dr|d| d<ntdddt }||| d| d| dp||| | | |d }|d|| ddt|}|rH|r.t|ds.||d<|d d|did|it|d}|d}n|di|d|i}t|j}|}d||| d| d| dpn|| d| d|| | | ||d d!S)"Nrr&account_id does not match current userrr\rrrJACTIVEr`nicknamer&notesrINACTIVEr!status must be ACTIVE or INACTIVE)rrrrr)rrrrzInstrument token not found for symbol in your Zerodha session. Verify the symbol/exchange and that your Zerodha connection is active.r) rTrrr\rrJr`r r ruser_portfolio_itemsrTrrrGr portfolio_item_idrrr\rrr rJr`r r rrrJitem)r)rPrrrr_r*r]rqrrrr,rr rrrrr)rrrWrTuser_account_idrr\rrJr`r r rrresolvedrreexistingitem_idrrr1r1r2upsert_portfolio_items            rzList portfolio itemszSearch symbol/nicknamez Filter by tagzACTIVE or INACTIVEz5Account scope (defaults to current user's account_id))rotagrJskipcst|d}t|d} t|p| } t|r%| r%| | kr%tdddd|i} t| g} |rD|} | dvr@tdd d| | d <|rP|pId | d <|pSd }|rmt |d d}| dd|id|igi| rs| | d<|d |  ddg ||}t|}dd|D}t|d dd|iiddddd}dd|D}g}|D]M}|d}||pi}| t|d|dp| pd||d|d |d!|d"|d |d pg|d|d#|d$|d%d& q|d| }d'||d(S))NrrrrrrTr rr rJr&r`rrrr\r z$andrrrrcSrrrrcrr1r1r2rerz(list_portfolio_items..rrrrr6)rrrr cSrrrr r1r1r2rrz(list_portfolio_items..rrr r rrrrG)rJrr~)r)rPrrrrr*r]rLrJrrir!r"rrrhr)r#rrJrrrrrWrTreffective_account_idr and_clausesstrrrr~r%rr&rmrrrrr1r1r2list_portfolio_itemsmsn             r z$/portfolio/items/{portfolio_item_id}zUpdate portfolio itemrc st|d}t|d}zt|}Wn ty"tdddw|d||dt|}|s9tdd dd t i}|rLt|dsL||d<d |vri|d pVd } | d vretddd| |d <d|vrvt |d|d<d|vr|dpd } | pd|d<d|vr|dpd } | pd|d<|d ||dt|d|i|d||dt|} dt| d| dp|pd| d| d| d| d | dpg| d| d| d| d d dS)NrrrInvalid portfolio_item_idrrrrTrPortfolio item not foundrrJr&r r r`r r rrGrr\rr) rrrr\rrJr`r r rrr)r)rPrrrr,rrrr rr*r]rqr) rrrrWrTroidrrrnickr rlr1r1r2update_portfolio_itemsd          r&zDelete portfolio itemcst|d}t|d}zt|}Wn ty"tdddw|d||dt|}|jdkr.)rJr`)r)rPrrrrrh aggregate)rrrWrTrrpipelinerowsr1r1r2list_portfolio_tagss   r/z /analyze/bulkzBulk analyze multiple symbolsc sz.t||}t|||dg|dd|dt|ddt|dd}d t||d WStyH}z td t d t|d d}~ww)z Bulk analyze multiple symbols Payload: { "symbols": ["RELIANCE", "TCS", "INFY"], "analysis_type": "short_sell" | "long_buy" | "general", "timeframes": ["5minute", "15minute"], "max_concurrent": 5 } r\ analysis_typegeneral timeframesmax_concurrentrrrr\r0r2r3rTr[)rJanalyzedresultszBulk analysis failedr_rN) rrrPrr)rr,rarbrrrrWrrmrcr1r1r2 bulk_analyze)s$        r9r/rcCs&|dpd}|d}d}t|ttfr|r|d}id|d|d|ddd|dd d |d d |d d |d d |d d|dd|dd|dd|dd dd|dgd|did|did|d |d p|dd|dd|S)Nr\r&r6rrr0r2r3r5rr7r: price_targetrisk_reward_ratio current_pricemetrics)r0r3 rationalerVtechnical_indicatorsr8exitr*r)rPr*r]r<rhr)r/rrr\ raw_targets exit_targetr1r1r2_format_analysis_for_stream_rowLs\                rDz/portfolio/livez!On-demand portfolio live analysisz/Use cached analysis if within this many minutesz(Max ACTIVE portfolio symbols to considerfreshness_minutescsZt|d}t|d}ttt|d}t|d|ddt | ddg |}|sAd d gd d d |td Sd d|D} t|ddd| iid dddddd} dd| D} i} | r|dd| id|idd dddd dg} | D]\}|d}| |pi}|dpd }|r|| vrq|d}t|tsq|d||d}t|tr|d||dd ur|dd ur|d|d<|| |<qg}g}|D]1}|d}| |pi}|dp|dpd }|sq|||| vr||q|rt||}t||||d!p*d"|d#p1tt|d$p9d%|d&}t}|pFgD]}t|tsQqG|dpXd }|sbqGd }|D]}|dpod |kr~|d}nqf|sqGt|d'tr|d'nd }|r|d nd }|||d(|d)|d*|d+|d,p|d-p||d.d/||d0|d1d2 }z |d|Wntytd3|Ynw|| |<qGg}d}|D]!}| |}|rt|tsq|t||d d4|d7}qd t||d t|t|t||td S)5aRPortfolio streaming endpoint. - Reads ACTIVE portfolio items for the current user/account. - Uses recent `stock_analysis_snapshots` (<= freshness_minutes) when available. - Otherwise calls the existing analysis engine (Zerodha + GPT) and persists a new snapshot. NOTE: This is intentionally NOT the movers endpoint. rr)minutesrr)rTrJrrr[r portfolio)rJscannedr7r]cachedcomputedrEr*cSrrrrr1r1r2rerz+portfolio_live_analysis..rrrr6rcSrrrr r1r1r2rrz+portfolio_live_analysis..r(r)rr*rrr*r/r)r\r&r/r*rNr0r1r2r3r4r5r6r0r3r7r:r:targetr> PORTFOLIOrrV) rr*r0r3r8r:rLreasonr]r/rrVz+Failed to persist portfolio snapshot for %srr)r)rPrrr rrr+rhr!rr"rr*r]r<rrr=rirrrrr,rarbrDr)rrErrrWrTrrr~r%rr&cached_by_symbolrr.rrrr/rportfolio_symbols to_computerrcomputed_resultsrr6primary_target snapshot_docformatted_resultsrr1r1r2portfolio_live_analysisos                         rWz/signalsz"Get user's latest signals/analysiszMaximum number of signalszFilter by symbolz#Filter by decision: BUY, SELL, HOLDr0c s^zt|t|d|||d}d|dWSty.}z tdtdt|dd}~ww) z7Get user's latest trading signals from ChatGPT analysisr)rrTrr\r0r[)rJsignalszFailed to get signalsr_rN)rr)rPr,rarbr)rr\r0rrWrmrcr1r1r2 get_signalss    rYz/chat/{symbol}z(Interactive chat about a specific symbolc sz&t||}t||||ddt|d|d|ddd}d|d WStyC}ztd |td t|d d }~ww)z Interactive chat about a symbol with real-time market data Payload: { "message": "What's the RSI looking like?", "include_fresh_data": true, "conversation_id": "optional-uuid" } rIr&rconversation_idinclude_fresh_dataTrrr\rIrTrZr[r[rJresponsezChat failed for symbol r_rN)rrrPr)r,rarbr)r\rrrWrrmrcr1r1r2chat_with_symbol,s$     r_z/learning/chat/{symbol}z:Learning chat about a trade/symbol (no fresh Zerodha data)c svzt|d||ddt|d|ddd}d|d WSty:}ztd |td t|d d}~ww) zLearning chat that stays within /learning. This endpoint does NOT require Zerodha access_token because it forces include_fresh_data=False and relies on DB snapshots + user-provided context. NrIr&rrZFr\r[r]z Learning chat failed for symbol r_r)rrPr)r,rarbr)r\rrrWrmrcr1r1r2learning_chat_with_symbolLs"    r`z/chat/{symbol}/historyzGet chat history for a symbolzMaximum messageszOptional conversation idrZc sz5t|d}||d}|r||d<t|d|dd|}|D] }t|d|d<q&d|dWStyR} ztd |t d t| d d } ~ ww) z&Get chat history for a specific symbolrrrZchatsrrr[)rJhistoryzFailed to get chat history for r_rN r)rPrhr!r"rr,rarbr) r\rrZrrWrTr#rachatrcr1r1r2get_chat_historygs    rez /order/placez%Place order based on ChatGPT analysiscsz5t||}t||t|d|d|d|d|dd|d|d|d d d }d |d WSty>tyV}z tdtdt|dd}~ww)aq Place trading order with ChatGPT risk validation Payload: { "symbol": "RELIANCE", "action": "BUY" | "SELL", "quantity": 10, "order_type": "MARKET" | "LIMIT", "price": 2500.0, // Required for LIMIT orders "analysis_id": "optional-analysis-reference", "confirm": true // Required for execution } rr\r1r order_typeMARKETrr9confirmF) rrrTr\r1rrfrr9 confirmedr[)rJrzOrder placement failedr_rN)rrr)rPrr,rarbr8r1r1r2place_trading_orders.      rjz/ordersGet user's order historyzMaximum orderszFilter by statusc sz4t|d}d|i}|r||d<t|d|dd|}|D] }t|d|d<q%d|dWStyN}z td t d t|d d }~ww) rkrrTrJrrrr[)rJrzFailed to get ordersr_rNrc) rrJrrWrTrrrrcr1r1r2rs   rz/livez(Legacy compatibility - get live analysiszNumber of symbols to analyzec szt|}|dkrt|d|t|d|d|}nt|||}|s*ddgdWSg}|D]}t||}|s8q.|dp>i} t| tsEq.| d } d} t| ttfrY| rY| d} |id | d pc| d t |d d | d dd| ddd| dd| dd| dd| dd| dd| dd| d d| ddddddddddd d| dgd| did| did | d| dd | d q.dt ||dWSt y} z t d!td"t| d#d} ~ ww)$zDB-only legacy endpoint. IMPORTANT: Must NOT call Zerodha or GPT. Uses latest `stock_analysis_snapshots` for symbols in `live_movers`. rr r Nr[r)rJrHr7r/r6r\rr6r0r2r3r5rr7r:r:r;r<r=rFr&) r0r3 volume_drop momentum_dropema_gaprsi_divergencemacd_divergencewedge pivot_levelnear_upper_circuitr>rVr?r@r*zLegacy live analysis failedr_r)rr'r-rPr<rrhrrir*r]rr,rarbrr)) rrrrWrr\rVrr.rmrBrCrcr1r1r2get_live_analysiss "                   !% rtz /nifty50/livez DB-only: latest NIFTY50 analysesz>Max NIFTY50 symbols to return (capped by NIFTY50_MAX_ANALYSES)c sjz|dddi}t|tr|dnd}t|tr|s*ddgdtd WSd d |D}|dt|}|sFddgdtd WSt|d d d|iiddddddd}dd|D}dd|Dfdd |D}i} |r|ddd|iiddddd dg} | D]\} | d} || pi} | d pd }|r|| vrq| d}t|tsq| d || d}t|tr| d| |ddur| ddur| d|d<|| |<qg}d}|D]}| |}|rt|tsq|t||dd|d7}qdt||dtd WSty4}z tdtdt|d d}~ww)!zDB-only endpoint for the NIFTY50 tab. IMPORTANT: - Must NOT call NSE, Zerodha, or GPT. - Background loop populates `index_constituents` and writes snapshots. index_constituentsindexzNIFTY 50r\Nr[rnifty50)rJrHr7r]r*cSs(g|]}t|rt|qSr1)r)r*r]r r1r1r2re5s(z$get_nifty50_live..rr\rr6rcSrrrr r1r1r2rFrz$get_nifty50_live..cSs6i|]}|dp dr|dpd|qS)r\r&rr r1r1r2rGs6cs2g|]}|r|dr|dqSrrr  by_symbolr1r2reHs2r(rrKr)r&r/r*rrOzFailed to get NIFTY50 liver_r)rr<rrPrhr rr+r!r"r*r]rr=rirDrr,rarbrr))rrrWrer\rrr&r%rPrr.rrrr/rrVrrcr1rxr2get_nifty50_lives              rzz/profilezGet Zerodha profile statusc sz+t||}z |}dd|dWWSty,}z ddddWYd}~WSd}~wwty[}z#|jd krEddd dWYd}~S|jd krVddd dWYd}~Sd}~wtyy}ztd ddt|dWYd}~Sd}~ww)z-Get Zerodha profile and authentication statusrGT)rJ authenticatedprofilerFzZerodha authentication required)rJr{rINrZerodha settings not foundrzZerodha not authenticatedzProfile check failed)rr|r,rrrarbr))rrWrr|rcr1r1r2 get_profile{s8     r~z/stream/feedback/{analysis_id}zProvide feedback on analysisr9c szg|d}|dvrtddd|dd|i}|s'|ddt|i}|s/tdd d|d }|s is_active=True - feedback="down" -> is_active=False We resolve `stock_id` by looking up the snapshot that contains `analysis.analysis_id == analysis_id`. feedback)updownrzfeedback must be 'up' or 'down'rr(zanalysis.analysis_idrzAnalysis snapshot not foundrzSnapshot missing stock_idrrrr)r last_feedbackrrrTrrG)rJrrrzFeedback update failedr_N) rPrrr)r rrr,rarb) r9rrrWrr.rrTrrrcr1r1r2stream_feedbacksF        rz /callbackzZerodha OAuth callbackc szS|d}t|d}|stddd|dd|i}|s'tdd dd d lm}||d |d }||}|dd|id|dt ddidddWSty\t yt} z t dtdt| dd} ~ ww)zHandle Zerodha OAuth callback request_tokenrrzMissing request tokenrzerodha_settingsrTrr}rrapi_key api_secretr access_tokenactive)r login_timerJ connectedz!Zerodha authentication successful)rJrIzOAuth callback failedr_N) rPr)rrapp.v1.services.zerodha.clientrgenerate_sessionrr rr,rarb) rrrWrrTsettingsrclientsessionrcr1r1r2oauth_callbacks8       rz /postbackzZerodha postback handlerc z8d|td}|d||d}|r5|dd|id|d|d d |d td idd iWStyR}z tdtdt |dd}~ww)z%Handle Zerodha postback notificationszerodhar]r received_atzerodha_postbacksrrzerodha_order_idrrJfilled_quantityrrrJrrrreceivedzPostback processing failedr_rN r rrrPrr,rarbrr))rr postback_docrrcr1r1r2zerodha_postback0    rz/webhook/zerodhazZerodha order update webhookc r)z$Handle Zerodha order update webhooksrrwebhooksrrrrrJrrrrrzWebhook processing failedr_rNr)rr webhook_docrrcr1r1r2zerodha_webhook rr)r)t__doc__fastapirrrrrrrtypingr r r r loggingr rbsonrrJrrpymongor collectionsrr'app.dbrapp.v1.dependencies.authrrrapp.v1.services.teGPTrrrrrrrrrrrouter getLogger__name__rar)r+r3(DEFAULT_PORTFOLIO_LIVE_FRESHNESS_MINUTESDEFAULT_NIFTY50_MAX_ANALYSESr?rCrHrMrRrWrYr[r_rqrrr}rrrrrrr'r,r-r;rArErPrOrX get_mongo_dbrdrhrjpostrnrrrrrrrrr rr&deleter+r/r9rDrWrYr_r`rerjrrtrzr~rrrrr1r1r1r2s$      0    *{ "1= 6*        "       C   3  '  x     +  e       N  C     *" #   %             &      S c  8 & "