trading-agent/tools/market_data.py

"""Market-data tools. Alpaca for prices/bars, Finnhub for fundamentals/news, yfinance as
a keyless fallback. Every tool is defensive: network/API failures return a short error
string, never raise into the agent loop.
"""

from __future__ import annotations

from datetime import datetime, timedelta, timezone
from functools import lru_cache

from langchain_core.tools import tool

from config.settings import get_settings


# --- lazy clients (so a missing key never breaks import) ---
@lru_cache
def _alpaca_data():
    from alpaca.data.historical import StockHistoricalDataClient

    key, secret = get_settings().alpaca_data_creds()
    return StockHistoricalDataClient(key, secret)


@lru_cache
def _finnhub():
    import finnhub

    return finnhub.Client(api_key=get_settings().finnhub_api_key)


_TIMEFRAMES = {
    "1min": (1, "Minute"),
    "5min": (5, "Minute"),
    "15min": (15, "Minute"),
    "1hour": (1, "Hour"),
    "1day": (1, "Day"),
    "1week": (1, "Week"),
}


def _timeframe(name: str):
    from alpaca.data.timeframe import TimeFrame, TimeFrameUnit

    amount, unit = _TIMEFRAMES.get(name.lower().replace(" ", ""), (1, "Day"))
    return TimeFrame(amount, getattr(TimeFrameUnit, unit))


def latest_price(ticker: str) -> float | None:
    """Plain latest price (Alpaca trade -> yfinance fallback). None if unavailable.
    Shared by the get_quote tool and the morning executor."""
    ticker = ticker.strip().upper()
    try:
        from alpaca.data.requests import StockLatestTradeRequest

        resp = _alpaca_data().get_stock_latest_trade(
            StockLatestTradeRequest(symbol_or_symbols=ticker)
        )
        return float(resp[ticker].price)
    except Exception:
        pass
    try:
        import yfinance as yf

        return float(yf.Ticker(ticker).fast_info["last_price"])
    except Exception:
        return None


@tool
def get_quote(ticker: str) -> str:
    """Get the latest price for a stock ticker (e.g. 'NVDA'). Returns last trade price."""
    ticker = ticker.strip().upper()
    px = latest_price(ticker)
    return f"{ticker} last price: ${px:.2f}" if px else f"ERROR: could not get quote for {ticker}"


_YF_INTERVAL = {
    "1min": "1m",
    "5min": "5m",
    "15min": "15m",
    "1hour": "1h",
    "1day": "1d",
    "1week": "1wk",
}


def _summarize_bars(ticker, timeframe, closes, highs, lows, vols, source="") -> str:
    first, last = closes[0], closes[-1]
    change = (last - first) / first * 100 if first else 0.0
    hi, lo = max(highs), min(lows)
    avg_vol = (sum(vols) / len(vols)) if vols else 0
    recent = ", ".join(f"{c:.2f}" for c in closes[-5:])
    tag = f", {source}" if source else ""
    return (
        f"{ticker} {timeframe} ({len(closes)} bars{tag}): last={last:.2f}, "
        f"change={change:+.2f}%, high={hi:.2f}, low={lo:.2f}, avg_vol={avg_vol:,.0f}\n"
        f"recent closes: [{recent}]"
    )


@tool
def get_bars(ticker: str, timeframe: str = "1day", lookback: int = 30) -> str:
    """Get recent OHLCV price bars and a compact summary for a ticker.

    timeframe: one of 1min, 5min, 15min, 1hour, 1day, 1week. lookback: number of bars.
    Returns period change %, high/low, avg volume, and the most recent closes.
    """
    ticker = ticker.strip().upper()
    # Alpaca (primary — needs API keys)
    try:
        from alpaca.data.requests import StockBarsRequest

        start = datetime.now(timezone.utc) - timedelta(days=max(lookback * 2, 5))
        req = StockBarsRequest(
            symbol_or_symbols=ticker, timeframe=_timeframe(timeframe), start=start
        )
        bars = _alpaca_data().get_stock_bars(req).data.get(ticker, [])
        if bars:
            bars = bars[-lookback:]
            return _summarize_bars(
                ticker, timeframe,
                [b.close for b in bars], [b.high for b in bars],
                [b.low for b in bars], [b.volume for b in bars],
            )
    except Exception:
        pass
    # yfinance fallback (keyless)
    try:
        import yfinance as yf

        interval = _YF_INTERVAL.get(timeframe.lower().replace(" ", ""), "1d")
        if interval == "1d":
            period = f"{lookback + 10}d"
        elif interval == "1wk":
            period = f"{lookback * 7 + 30}d"
        else:
            period = "5d"  # yfinance caps intraday history
        hist = yf.Ticker(ticker).history(period=period, interval=interval)
        if hist is None or hist.empty:
            return f"No bars returned for {ticker}."
        hist = hist.tail(lookback)
        return _summarize_bars(
            ticker, timeframe,
            hist["Close"].tolist(), hist["High"].tolist(),
            hist["Low"].tolist(), hist["Volume"].tolist(), source="yfinance",
        )
    except Exception as e:
        return f"ERROR: could not get bars for {ticker}: {e}"


@tool
def get_news(ticker: str, limit: int = 5) -> str:
    """Get recent news headlines + summaries for a ticker (last ~7 days)."""
    ticker = ticker.strip().upper()
    try:
        today = datetime.now(timezone.utc).date()
        frm = (today - timedelta(days=7)).isoformat()
        items = _finnhub().company_news(ticker, _from=frm, to=today.isoformat())
        if not items:
            return f"No recent news for {ticker}."
        out = []
        for it in items[:limit]:
            head = it.get("headline", "").strip()
            summ = (it.get("summary", "") or "").strip()[:240]
            src = it.get("source", "")
            out.append(f"- {head} ({src})\n  {summ}")
        return f"{ticker} recent news:\n" + "\n".join(out)
    except Exception as e:
        return f"ERROR: could not get news for {ticker}: {e}"


@tool
def get_fundamentals(ticker: str) -> str:
    """Get key fundamentals for a ticker: profile, market cap, valuation and quality metrics."""
    ticker = ticker.strip().upper()
    try:
        fh = _finnhub()
        prof = fh.company_profile2(symbol=ticker) or {}
        fin = fh.company_basic_financials(ticker, "all") or {}
        m = fin.get("metric", {}) or {}

        def g(key: str) -> str:
            v = m.get(key)
            return f"{v:.2f}" if isinstance(v, (int, float)) else "n/a"

        name = prof.get("name", ticker)
        industry = prof.get("finnhubIndustry", "n/a")
        mcap = prof.get("marketCapitalization")
        mcap_s = f"${mcap:,.0f}M" if isinstance(mcap, (int, float)) else "n/a"
        return (
            f"{ticker} — {name} ({industry})\n"
            f"market cap: {mcap_s}\n"
            f"P/E (TTM): {g('peTTM')}, P/B: {g('pbAnnual')}, P/S (TTM): {g('psTTM')}\n"
            f"ROE (TTM): {g('roeTTM')}%, gross margin: {g('grossMarginTTM')}%\n"
            f"rev growth YoY (TTM): {g('revenueGrowthTTMYoy')}%\n"
            f"52wk high/low: {g('52WeekHigh')} / {g('52WeekLow')}"
        )
    except Exception as e:
        # yfinance fallback for the basics
        try:
            import yfinance as yf

            info = yf.Ticker(ticker).info
            return (
                f"{ticker} — {info.get('shortName', ticker)} ({info.get('industry', 'n/a')})\n"
                f"market cap: {info.get('marketCap', 'n/a')}\n"
                f"trailing P/E: {info.get('trailingPE', 'n/a')}, "
                f"forward P/E: {info.get('forwardPE', 'n/a')}\n"
                f"profit margin: {info.get('profitMargins', 'n/a')}"
            )
        except Exception as e2:
            return f"ERROR: could not get fundamentals for {ticker}: {e} / {e2}"