alpaca-llm-bot-v1/services.py

import json
import random
import requests
from config import settings


def _ollama_generate(model: str, payload_obj: dict, timeout: int = 45):
    payload = {
        "model": model,
        "stream": False,
        "prompt": json.dumps(payload_obj),
        "format": "json",
    }
    r = requests.post(f"{settings.ollama_url}/api/generate", json=payload, timeout=timeout)
    r.raise_for_status()
    resp = r.json().get("response", "{}")
    return json.loads(resp)


def searx_news(symbol: str, limit: int = 12):
    q = f"{symbol} stock news earnings guidance analyst macro risk"
    params = {"q": q, "format": "json", "language": "en"}
    try:
        r = requests.get(settings.searx_url, params=params, timeout=20)
        r.raise_for_status()
        data = r.json()
        out = []
        for it in data.get("results", [])[:limit]:
            out.append({
                "title": it.get("title", ""),
                "url": it.get("url", ""),
                "content": (it.get("content", "") or "")[:700],
            })
        return out
    except Exception:
        return []


def extra_research(symbol: str, weak_points: list, limit: int = 6):
    """Second-pass targeted research when confidence/coverage is weak."""
    q = f"{symbol} {' '.join(weak_points[:3])} SEC filing guidance risks competition"
    params = {"q": q, "format": "json", "language": "en"}
    try:
        r = requests.get(settings.searx_url, params=params, timeout=20)
        r.raise_for_status()
        data = r.json()
        out = []
        for it in data.get("results", [])[:limit]:
            out.append({
                "title": it.get("title", ""),
                "url": it.get("url", ""),
                "content": (it.get("content", "") or "")[:700],
            })
        return out
    except Exception:
        return []


def summarize_news_with_ollama(symbol: str, context_items: list):
    prompt = {
        "task": "Summarize market-moving info into a concise, neutral brief.",
        "symbol": symbol,
        "news": context_items,
        "format": {
            "summary": "<=140 words",
            "bullish_points": ["..."],
            "bearish_points": ["..."],
            "uncertainties": ["..."]
        }
    }
    try:
        parsed = _ollama_generate(settings.ollama_curator_model, prompt)
        return parsed.get("summary", "no-summary")
    except Exception:
        return "summary-unavailable"


def strategy_signals(symbol: str, context_items: list):
    """Proven-ish small-capital rules encoded as interpretable signals."""
    text_blob = " ".join((x.get("title", "") + " " + x.get("content", "")) for x in context_items).lower()
    bullish = sum(k in text_blob for k in ["beat", "raise guidance", "upgrade", "buyback", "record revenue"])
    bearish = sum(k in text_blob for k in ["miss", "downgrade", "lawsuit", "probe", "cut guidance", "recall"])

    # simple event momentum score
    score = bullish - bearish
    # conservative policy for tiny capital: only trade stronger score edges
    if score >= 2:
        action = "buy"
    elif score <= -2:
        action = "sell"
    else:
        action = "hold"

    conf = min(0.85, 0.50 + abs(score) * 0.08)
    return {
        "strategy": "event-momentum-v1",
        "score": score,
        "action": action,
        "confidence": conf,
        "signals": {"bullish": bullish, "bearish": bearish},
    }


def llm_final_decision(symbol: str, context_items: list, strategy: dict):
    prompt = {
        "task": "Final trading decision using all context and a conservative small-capital profile. Return strict JSON.",
        "symbol": symbol,
        "constraints": {
            "actions": ["buy", "sell", "hold"],
            "max_order_usd": settings.max_order_usd,
            "min_expected_edge_after_fees": "positive",
            "fee_per_trade_usd": settings.fee_per_trade_usd,
            "slippage_bps": settings.slippage_bps,
            "avoid_overtrading": True,
        },
        "strategy_prior": strategy,
        "news": context_items,
        "output_schema": {
            "action": "buy|sell|hold",
            "confidence": "0-1",
            "order_usd": f"<= {settings.max_order_usd}",
            "reason": "short rationale",
            "needs_more_research": True,
            "research_topics": ["..."]
        },
    }

    try:
        d = _ollama_generate(settings.ollama_decision_model, prompt, timeout=60)
        action = str(d.get("action", "hold")).lower()
        if action not in {"buy", "sell", "hold"}:
            action = "hold"
        confidence = max(0.0, min(1.0, float(d.get("confidence", 0.5))))
        order_usd = min(float(d.get("order_usd", settings.max_order_usd)), settings.max_order_usd)
        reason = d.get("reason", "fallback")
        return {
            "action": action,
            "confidence": confidence,
            "order_usd": order_usd,
            "reason": reason,
            "needs_more_research": bool(d.get("needs_more_research", False)),
            "research_topics": d.get("research_topics", []) or [],
        }
    except Exception:
        return {
            "action": strategy.get("action", "hold"),
            "confidence": min(strategy.get("confidence", 0.5), 0.55),
            "order_usd": min(1.0, settings.max_order_usd),
            "reason": "decision-fallback-strategy",
            "needs_more_research": False,
            "research_topics": [],
        }


def alpaca_headers():
    return {
        "APCA-API-KEY-ID": settings.alpaca_key,
        "APCA-API-SECRET-KEY": settings.alpaca_secret,
        "Content-Type": "application/json",
    }


def place_order(symbol: str, action: str, order_usd: float):
    if action not in {"buy", "sell"}:
        return None
    payload = {
        "symbol": symbol,
        "side": action,
        "type": "market",
        "time_in_force": "day",
        "notional": round(order_usd, 2),
    }
    try:
        r = requests.post(f"{settings.alpaca_base}/v2/orders", headers=alpaca_headers(), json=payload, timeout=20)
        return {"ok": r.ok, "status": r.status_code, "json": r.json() if r.text else {}}
    except Exception as e:
        return {"ok": False, "status": 0, "json": {"error": str(e)}}


def account_snapshot():
    try:
        r = requests.get(f"{settings.alpaca_base}/v2/account", headers=alpaca_headers(), timeout=20)
        r.raise_for_status()
        return r.json()
    except Exception:
        return {}


def positions_snapshot():
    try:
        r = requests.get(f"{settings.alpaca_base}/v2/positions", headers=alpaca_headers(), timeout=20)
        if r.ok:
            return r.json()
    except Exception:
        pass
    return []


def market_open():
    try:
        r = requests.get(f"{settings.alpaca_base}/v2/clock", headers=alpaca_headers(), timeout=20)
        if r.ok:
            return bool(r.json().get("is_open", False))
    except Exception:
        pass
    return False