Files
evotraders/backend/services/gateway_stock_handlers.py
cillin 45c3996434 refactor(cleanup): remove legacy agent classes and complete EvoAgent migration
Remove deprecated AnalystAgent, PMAgent, and RiskAgent classes.
All agent creation now goes through UnifiedAgentFactory creating EvoAgent instances.

- Delete backend/agents/analyst.py (169 lines)
- Delete backend/agents/portfolio_manager.py (420 lines)
- Delete backend/agents/risk_manager.py (139 lines)
- Update all imports to use EvoAgent exclusively
- Clean up unused imports across 25 files
- Update tests to work with simplified agent structure

Constraint: EvoAgent is now the single source of truth for all agent roles
Constraint: UnifiedAgentFactory handles runtime agent creation
Rejected: Keep legacy aliases | creates maintenance burden
Confidence: high
Scope-risk: moderate (affects agent instantiation paths)
Directive: All new agent features must be added to EvoAgent, not legacy classes
Not-tested: Kubernetes sandbox executor (marked with TODO)
2026-04-02 10:51:14 +08:00

715 lines
25 KiB
Python

# -*- coding: utf-8 -*-
"""Stock-related Gateway handlers extracted from the main Gateway module."""
from __future__ import annotations
import asyncio
import json
import logging
from datetime import datetime, timedelta
from typing import Any
from backend.data.provider_utils import normalize_symbol
from backend.domains import news as news_domain
from backend.domains import trading as trading_domain
from backend.enrich.news_enricher import enrich_news_for_symbol
from backend.enrich.llm_enricher import llm_enrichment_enabled
from backend.tools.data_tools import prices_to_df
logger = logging.getLogger(__name__)
async def handle_get_stock_history(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_history_loaded",
"ticker": "",
"prices": [],
"source": None,
"error": "invalid ticker",
}, ensure_ascii=False))
return
lookback_days = data.get("lookback_days", 90)
try:
lookback_days = max(7, min(int(lookback_days), 365))
except (TypeError, ValueError):
lookback_days = 90
end_date = gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")
try:
end_dt = datetime.strptime(end_date, "%Y-%m-%d")
except ValueError:
end_dt = datetime.now()
end_date = end_dt.strftime("%Y-%m-%d")
start_date = (end_dt - timedelta(days=lookback_days)).strftime("%Y-%m-%d")
prices = []
source = "polygon"
response = await gateway._call_trading_service(
"get_prices for history",
lambda client: client.get_prices(ticker=ticker, start_date=start_date, end_date=end_date),
)
if response is not None:
prices = response.prices
source = "trading_service"
if not prices:
prices = await asyncio.to_thread(gateway.storage.market_store.get_ohlc, ticker, start_date, end_date)
if not prices:
payload = await asyncio.to_thread(
trading_domain.get_prices_payload,
ticker=ticker,
start_date=start_date,
end_date=end_date,
)
prices = payload.get("prices") or []
usage_snapshot = gateway._provider_router.get_usage_snapshot()
source = usage_snapshot.get("last_success", {}).get("prices")
if prices:
await asyncio.to_thread(
gateway.storage.market_store.upsert_ohlc,
ticker,
[price.model_dump() for price in prices],
source=source or "provider",
)
await websocket.send(json.dumps({
"type": "stock_history_loaded",
"ticker": ticker,
"prices": [price if isinstance(price, dict) else price.model_dump() for price in prices][-120:],
"source": source,
"start_date": start_date,
"end_date": end_date,
}, ensure_ascii=False, default=str))
async def handle_get_stock_explain_events(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
snapshot = gateway.storage.runtime_db.get_stock_explain_snapshot(ticker)
await websocket.send(json.dumps({
"type": "stock_explain_events_loaded",
"ticker": ticker,
"events": snapshot.get("events", []),
"signals": snapshot.get("signals", []),
"trades": snapshot.get("trades", []),
}, ensure_ascii=False, default=str))
async def handle_get_stock_news(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_news_loaded",
"ticker": "",
"news": [],
"source": None,
"error": "invalid ticker",
}, ensure_ascii=False))
return
lookback_days = data.get("lookback_days", 30)
limit = data.get("limit", 12)
try:
lookback_days = max(7, min(int(lookback_days), 180))
except (TypeError, ValueError):
lookback_days = 30
try:
limit = max(1, min(int(limit), 30))
except (TypeError, ValueError):
limit = 12
end_date = gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")
try:
end_dt = datetime.strptime(end_date, "%Y-%m-%d")
except ValueError:
end_dt = datetime.now()
end_date = end_dt.strftime("%Y-%m-%d")
start_date = (end_dt - timedelta(days=lookback_days)).strftime("%Y-%m-%d")
news_rows = []
source = "polygon"
response = await gateway._call_news_service(
"get_enriched_news",
lambda client: client.get_enriched_news(
ticker=ticker,
start_date=start_date,
end_date=end_date,
limit=limit,
),
)
if response is not None:
news_rows = response.get("news") or []
source = "news_service"
if not news_rows:
payload = await asyncio.to_thread(
news_domain.get_enriched_news,
gateway.storage.market_store,
ticker=ticker,
start_date=start_date,
end_date=end_date,
limit=max(limit, 50),
refresh_if_stale=False,
)
news_rows = (payload.get("news") or [])[-limit:]
source = "market_store"
await websocket.send(json.dumps({
"type": "stock_news_loaded",
"ticker": ticker,
"news": news_rows[-limit:],
"source": source,
"start_date": start_date,
"end_date": end_date,
}, ensure_ascii=False, default=str))
async def handle_get_stock_news_for_date(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
trade_date = str(data.get("date") or "").strip()
if not ticker or not trade_date:
await websocket.send(json.dumps({
"type": "stock_news_for_date_loaded",
"ticker": ticker,
"date": trade_date,
"news": [],
"error": "ticker and date are required",
}, ensure_ascii=False))
return
limit = data.get("limit", 20)
try:
limit = max(1, min(int(limit), 50))
except (TypeError, ValueError):
limit = 20
source = "market_store"
news_rows = []
response = await gateway._call_news_service(
"get_news_for_date",
lambda client: client.get_news_for_date(ticker=ticker, date=trade_date, limit=limit),
)
if response is not None:
news_rows = response.get("news") or []
source = "news_service"
if not news_rows:
payload = await asyncio.to_thread(
news_domain.get_news_for_date,
gateway.storage.market_store,
ticker=ticker,
date=trade_date,
limit=limit,
refresh_if_stale=False,
)
news_rows = payload.get("news") or []
source = "market_store"
await websocket.send(json.dumps({
"type": "stock_news_for_date_loaded",
"ticker": ticker,
"date": trade_date,
"news": news_rows,
"source": source,
}, ensure_ascii=False, default=str))
async def handle_get_stock_news_timeline(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_news_timeline_loaded",
"ticker": "",
"timeline": [],
"error": "invalid ticker",
}, ensure_ascii=False))
return
lookback_days = data.get("lookback_days", 90)
try:
lookback_days = max(7, min(int(lookback_days), 365))
except (TypeError, ValueError):
lookback_days = 90
end_date = gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")
try:
end_dt = datetime.strptime(end_date, "%Y-%m-%d")
except ValueError:
end_dt = datetime.now()
end_date = end_dt.strftime("%Y-%m-%d")
start_date = (end_dt - timedelta(days=lookback_days)).strftime("%Y-%m-%d")
timeline = []
response = await gateway._call_news_service(
"get_news_timeline",
lambda client: client.get_news_timeline(ticker=ticker, start_date=start_date, end_date=end_date),
)
if response is not None:
timeline = response.get("timeline") or []
if not timeline:
payload = await asyncio.to_thread(
news_domain.get_news_timeline,
gateway.storage.market_store,
ticker=ticker,
start_date=start_date,
end_date=end_date,
refresh_if_stale=False,
)
timeline = payload.get("timeline") or []
await websocket.send(json.dumps({
"type": "stock_news_timeline_loaded",
"ticker": ticker,
"timeline": timeline,
"start_date": start_date,
"end_date": end_date,
}, ensure_ascii=False, default=str))
async def handle_get_stock_news_categories(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_news_categories_loaded",
"ticker": "",
"categories": {},
"error": "invalid ticker",
}, ensure_ascii=False))
return
lookback_days = data.get("lookback_days", 90)
try:
lookback_days = max(7, min(int(lookback_days), 365))
except (TypeError, ValueError):
lookback_days = 90
end_date = gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")
try:
end_dt = datetime.strptime(end_date, "%Y-%m-%d")
except ValueError:
end_dt = datetime.now()
end_date = end_dt.strftime("%Y-%m-%d")
start_date = (end_dt - timedelta(days=lookback_days)).strftime("%Y-%m-%d")
categories = {}
response = await gateway._call_news_service(
"get_categories",
lambda client: client.get_categories(
ticker=ticker,
start_date=start_date,
end_date=end_date,
limit=200,
),
)
if response is not None:
categories = response.get("categories") or {}
if not categories:
payload = await asyncio.to_thread(
news_domain.get_news_categories,
gateway.storage.market_store,
ticker=ticker,
start_date=start_date,
end_date=end_date,
limit=200,
refresh_if_stale=False,
)
categories = payload.get("categories") or {}
await websocket.send(json.dumps({
"type": "stock_news_categories_loaded",
"ticker": ticker,
"categories": categories,
"start_date": start_date,
"end_date": end_date,
}, ensure_ascii=False, default=str))
async def handle_get_stock_range_explain(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
start_date = str(data.get("start_date") or "").strip()
end_date = str(data.get("end_date") or "").strip()
if not ticker or not start_date or not end_date:
await websocket.send(json.dumps({
"type": "stock_range_explain_loaded",
"ticker": ticker,
"result": {"error": "ticker, start_date, end_date are required"},
}, ensure_ascii=False))
return
article_ids = data.get("article_ids")
result = None
response = await gateway._call_news_service(
"get_range_explain",
lambda client: client.get_range_explain(
ticker=ticker,
start_date=start_date,
end_date=end_date,
article_ids=article_ids if isinstance(article_ids, list) else None,
limit=100,
),
)
if response is not None:
result = response.get("result")
if result is None:
payload = await asyncio.to_thread(
news_domain.get_range_explain_payload,
gateway.storage.market_store,
ticker=ticker,
start_date=start_date,
end_date=end_date,
article_ids=article_ids if isinstance(article_ids, list) else None,
limit=100,
refresh_if_stale=False,
)
result = payload.get("result")
await websocket.send(json.dumps({
"type": "stock_range_explain_loaded",
"ticker": ticker,
"result": result,
}, ensure_ascii=False, default=str))
async def handle_get_stock_insider_trades(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_insider_trades_loaded",
"ticker": "",
"trades": [],
"error": "invalid ticker",
}, ensure_ascii=False))
return
end_date = str(data.get("end_date") or gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")).strip()[:10]
start_date = str(data.get("start_date") or "").strip()[:10]
limit = int(data.get("limit", 50))
trades = []
response = await gateway._call_trading_service(
"get_insider_trades",
lambda client: client.get_insider_trades(
ticker=ticker,
end_date=end_date,
start_date=start_date if start_date else None,
limit=limit,
),
)
if response is not None:
trades = response.insider_trades
if not trades:
payload = await asyncio.to_thread(
trading_domain.get_insider_trades_payload,
ticker=ticker,
end_date=end_date,
start_date=start_date if start_date else None,
limit=limit,
)
trades = payload.get("insider_trades") or []
sorted_trades = sorted(trades, key=lambda t: t.transaction_date or "", reverse=True)
formatted_trades = [{
"ticker": t.ticker,
"name": t.name,
"title": t.title,
"is_board_director": t.is_board_director,
"transaction_date": t.transaction_date,
"transaction_shares": t.transaction_shares,
"transaction_price_per_share": t.transaction_price_per_share,
"transaction_value": t.transaction_value,
"shares_owned_before_transaction": t.shares_owned_before_transaction,
"shares_owned_after_transaction": t.shares_owned_after_transaction,
"security_title": t.security_title,
"filing_date": t.filing_date,
"holding_change": (
(t.shares_owned_after_transaction or 0) - (t.shares_owned_before_transaction or 0)
if t.shares_owned_after_transaction and t.shares_owned_before_transaction else None
),
"is_buy": ((t.transaction_shares or 0) > 0) if t.transaction_shares is not None else None,
} for t in sorted_trades]
await websocket.send(json.dumps({
"type": "stock_insider_trades_loaded",
"ticker": ticker,
"start_date": start_date or None,
"end_date": end_date,
"trades": formatted_trades,
}, ensure_ascii=False, default=str))
async def handle_get_stock_story(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_story_loaded",
"ticker": "",
"story": "",
"error": "invalid ticker",
}, ensure_ascii=False))
return
as_of_date = str(data.get("as_of_date") or gateway.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d")).strip()[:10]
result = await gateway._call_news_service(
"get_story",
lambda client: client.get_story(ticker=ticker, as_of_date=as_of_date),
)
if result is None:
result = await asyncio.to_thread(
news_domain.get_story_payload,
gateway.storage.market_store,
ticker=ticker,
as_of_date=as_of_date,
)
await websocket.send(json.dumps({
"type": "stock_story_loaded",
"ticker": ticker,
"as_of_date": as_of_date,
"story": result.get("story") or "",
"source": result.get("source") or "local",
}, ensure_ascii=False, default=str))
async def handle_get_stock_similar_days(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
target_date = str(data.get("date") or "").strip()[:10]
if not ticker or not target_date:
await websocket.send(json.dumps({
"type": "stock_similar_days_loaded",
"ticker": ticker,
"date": target_date,
"items": [],
"error": "ticker and date are required",
}, ensure_ascii=False))
return
top_k = data.get("top_k", 8)
try:
top_k = max(1, min(int(top_k), 20))
except (TypeError, ValueError):
top_k = 8
result = await gateway._call_news_service(
"get_similar_days",
lambda client: client.get_similar_days(ticker=ticker, date=target_date, n_similar=top_k),
)
if result is None:
result = await asyncio.to_thread(
news_domain.get_similar_days_payload,
gateway.storage.market_store,
ticker=ticker,
date=target_date,
n_similar=top_k,
)
await websocket.send(json.dumps({
"type": "stock_similar_days_loaded",
"ticker": ticker,
"date": target_date,
**result,
}, ensure_ascii=False, default=str))
async def handle_get_stock_technical_indicators(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
if not ticker:
await websocket.send(json.dumps({
"type": "stock_technical_indicators_loaded",
"ticker": ticker,
"indicators": None,
"error": "ticker is required",
}, ensure_ascii=False))
return
try:
end_date = datetime.now()
start_date = end_date - timedelta(days=250)
prices = None
response = await gateway._call_trading_service(
"get_prices",
lambda client: client.get_prices(
ticker=ticker,
start_date=start_date.strftime("%Y-%m-%d"),
end_date=end_date.strftime("%Y-%m-%d"),
),
)
if response is not None:
prices = response.prices
if prices is None:
payload = trading_domain.get_prices_payload(
ticker=ticker,
start_date=start_date.strftime("%Y-%m-%d"),
end_date=end_date.strftime("%Y-%m-%d"),
)
prices = payload.get("prices") or []
if not prices or len(prices) < 20:
await websocket.send(json.dumps({
"type": "stock_technical_indicators_loaded",
"ticker": ticker,
"indicators": None,
"error": "Insufficient price data",
}, ensure_ascii=False))
return
df = prices_to_df(prices)
signal = gateway._technical_analyzer.analyze(ticker, df)
df_sorted = df.sort_values("time").reset_index(drop=True)
df_sorted["returns"] = df_sorted["close"].pct_change()
vol_10 = float(df_sorted["returns"].tail(10).std() * (252**0.5) * 100) if len(df_sorted) >= 10 else None
vol_20 = float(df_sorted["returns"].tail(20).std() * (252**0.5) * 100) if len(df_sorted) >= 20 else None
vol_60 = float(df_sorted["returns"].tail(60).std() * (252**0.5) * 100) if len(df_sorted) >= 60 else None
ma_distance = {}
for ma_key in ["ma5", "ma10", "ma20", "ma50", "ma200"]:
ma_value = getattr(signal, ma_key, None)
ma_distance[ma_key] = ((signal.current_price - ma_value) / ma_value) * 100 if ma_value and ma_value > 0 else None
indicators = {
"ticker": ticker,
"current_price": signal.current_price,
"ma": {
"ma5": signal.ma5,
"ma10": signal.ma10,
"ma20": signal.ma20,
"ma50": signal.ma50,
"ma200": signal.ma200,
"distance": ma_distance,
},
"rsi": {
"rsi14": signal.rsi14,
"status": "oversold" if signal.rsi14 < 30 else "overbought" if signal.rsi14 > 70 else "neutral",
},
"macd": {
"macd": signal.macd,
"signal": signal.macd_signal,
"histogram": signal.macd - signal.macd_signal,
},
"bollinger": {
"upper": signal.bollinger_upper,
"mid": signal.bollinger_mid,
"lower": signal.bollinger_lower,
},
"volatility": {
"vol_10d": vol_10,
"vol_20d": vol_20,
"vol_60d": vol_60,
"annualized": signal.annualized_volatility_pct,
"risk_level": signal.risk_level,
},
"trend": signal.trend,
"mean_reversion": signal.mean_reversion_signal,
}
await websocket.send(json.dumps({
"type": "stock_technical_indicators_loaded",
"ticker": ticker,
"indicators": indicators,
}, ensure_ascii=False, default=str))
except Exception as exc:
logger.exception("Error getting technical indicators for %s", ticker)
await websocket.send(json.dumps({
"type": "stock_technical_indicators_loaded",
"ticker": ticker,
"indicators": None,
"error": str(exc),
}, ensure_ascii=False))
async def handle_run_stock_enrich(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
ticker = normalize_symbol(data.get("ticker", ""))
start_date = str(data.get("start_date") or "").strip()[:10]
end_date = str(data.get("end_date") or "").strip()[:10]
story_date = str(data.get("story_date") or end_date or "").strip()[:10]
target_date = str(data.get("target_date") or "").strip()[:10]
force = bool(data.get("force", False))
rebuild_story = bool(data.get("rebuild_story", True))
rebuild_similar_days = bool(data.get("rebuild_similar_days", True))
only_local_to_llm = bool(data.get("only_local_to_llm", False))
limit = data.get("limit", 200)
try:
limit = max(10, min(int(limit), 500))
except (TypeError, ValueError):
limit = 200
if not ticker or not start_date or not end_date:
await websocket.send(json.dumps({
"type": "stock_enrich_completed",
"ticker": ticker,
"start_date": start_date,
"end_date": end_date,
"error": "ticker, start_date, end_date are required",
}, ensure_ascii=False))
return
if only_local_to_llm and not llm_enrichment_enabled():
await websocket.send(json.dumps({
"type": "stock_enrich_completed",
"ticker": ticker,
"start_date": start_date,
"end_date": end_date,
"error": "only_local_to_llm requires EXPLAIN_ENRICH_USE_LLM=true and a configured LLM provider",
}, ensure_ascii=False))
return
result = await asyncio.to_thread(
enrich_news_for_symbol,
gateway.storage.market_store,
ticker,
start_date=start_date,
end_date=end_date,
limit=limit,
skip_existing=not force,
only_reanalyze_local=only_local_to_llm,
)
story_status = None
if rebuild_story and story_date:
await asyncio.to_thread(gateway.storage.market_store.delete_story_cache, ticker, as_of_date=story_date)
story_result = await asyncio.to_thread(
news_domain.get_story_payload,
gateway.storage.market_store,
ticker=ticker,
as_of_date=story_date,
)
story_status = {"as_of_date": story_date, "source": story_result.get("source") or "local"}
similar_status = None
if rebuild_similar_days and target_date:
await asyncio.to_thread(gateway.storage.market_store.delete_similar_day_cache, ticker, target_date=target_date)
similar_result = await asyncio.to_thread(
news_domain.get_similar_days_payload,
gateway.storage.market_store,
ticker=ticker,
date=target_date,
n_similar=8,
)
similar_status = {
"target_date": target_date,
"count": len(similar_result.get("items") or []),
"error": similar_result.get("error"),
}
await websocket.send(json.dumps({
"type": "stock_enrich_completed",
"ticker": ticker,
"start_date": start_date,
"end_date": end_date,
"story_date": story_date or None,
"target_date": target_date or None,
"force": force,
"only_local_to_llm": only_local_to_llm,
"stats": result,
"story_status": story_status,
"similar_status": similar_status,
}, ensure_ascii=False, default=str))