adding data-services

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Bojan Kucera 2025-06-03 07:42:48 -04:00
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# Enhanced Separation of Concerns
This guide describes how the project architecture has been improved to better separate concerns through a modular libs structure.
## New Library Structure
We've reorganized the project's shared libraries for improved maintainability:
### 1. Shared Types (`@stock-bot/shared-types`)
Types are now organized by domain:
```
libs/shared-types/
├── src/
│ ├── market/ # Market data types (OHLCV, OrderBook)
│ ├── trading/ # Trading types (Orders, Positions)
│ ├── strategy/ # Strategy and signal types
│ ├── events/ # Event definitions
│ ├── api/ # API response/request types
│ └── config/ # Configuration types
```
### 2. Event Bus (`@stock-bot/event-bus`)
A consistent event publishing system:
```
libs/event-bus/
├── src/
│ ├── EventBus.ts # Core event bus implementation
│ └── index.ts # Public API
```
### 3. Utils (`@stock-bot/utils`)
Shared utility functions:
```
libs/utils/
├── src/
│ ├── dateUtils.ts # Date manipulation helpers
│ ├── financialUtils.ts # Financial calculations
│ ├── logger.ts # Standardized logging
│ └── index.ts # Public API
```
### 4. API Client (`@stock-bot/api-client`)
Type-safe service clients:
```
libs/api-client/
├── src/
│ ├── BaseApiClient.ts # Common HTTP client logic
│ ├── BacktestClient.ts # Backtest service client
│ ├── StrategyClient.ts # Strategy service client
│ └── index.ts # Public API
```
## Service Architecture Improvements
The intelligence services have been split into focused services:
1. `strategy-orchestrator`: Core strategy management
2. `backtest-engine`: Dedicated historical testing
3. `signal-engine`: Signal generation
This provides:
- Better scaling for resource-intensive operations
- Focused codebases for each concern
- Independent deployment cycles
- Clear service boundaries
## Usage Guidelines
- Use the shared types library for all data models
- Use the event bus for inter-service communication
- Use the API clients for direct service calls
- Use utility functions instead of duplicating common code
## Next Steps
1. Continue migrating services to use the new libraries
2. Add comprehensive tests for each library
3. Create a complete API gateway for external access
4. Document service boundaries with OpenAPI schemas

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# Migration Guide: From packages to libs
This guide will help you migrate your service to use the new library structure for better separation of concerns.
## Steps for each service
1. Update your `package.json` dependencies to use the new libraries:
```diff
"dependencies": {
- "@stock-bot/shared-types": "workspace:*",
+ "@stock-bot/shared-types": "workspace:*",
+ "@stock-bot/utils": "workspace:*",
+ "@stock-bot/event-bus": "workspace:*",
+ "@stock-bot/api-client": "workspace:*",
...
}
```
2. Update your imports to use the domain-specific modules:
```diff
- import { OHLCV, Strategy, Order } from '@stock-bot/shared-types';
+ import { OHLCV } from '@stock-bot/shared-types';
+ import { Strategy } from '@stock-bot/shared-types';
+ import { Order } from '@stock-bot/shared-types';
```
For logging:
```diff
- // Custom logging or console.log usage
+ import { createLogger, LogLevel } from '@stock-bot/utils';
+
+ const logger = createLogger('your-service-name');
+ logger.info('Message');
```
For API client usage:
```diff
- // Manual axios calls
+ import { createBacktestClient, createStrategyClient } from '@stock-bot/api-client';
+
+ const backtestClient = createBacktestClient();
+ const result = await backtestClient.runBacktest(config);
```
For event-based communication:
```diff
- // Manual Redis/Dragonfly usage
+ import { createEventBus } from '@stock-bot/event-bus';
+ import { MarketDataEvent } from '@stock-bot/shared-types';
+
+ const eventBus = createEventBus({
+ redisHost: process.env.REDIS_HOST || 'localhost',
+ redisPort: parseInt(process.env.REDIS_PORT || '6379')
+ });
+
+ eventBus.subscribe('market.data', async (event) => {
+ // Handle event
+ });
```
## Example: Updating BacktestEngine
```typescript
// Before
import { Strategy, BacktestConfig } from '@stock-bot/shared-types';
import Redis from 'ioredis';
// After
import { Strategy } from '@stock-bot/shared-types';
import { BacktestConfig } from '@stock-bot/shared-types';
import { createLogger } from '@stock-bot/utils';
import { createEventBus } from '@stock-bot/event-bus';
const logger = createLogger('backtest-engine');
const eventBus = createEventBus({
redisHost: process.env.REDIS_HOST || 'localhost',
redisPort: parseInt(process.env.REDIS_PORT || '6379')
});
```
## Updating build scripts
If your turbo.json configuration references specific packages, update the dependencies:
```diff
"backtest": {
"dependsOn": [
"^build",
- "packages/shared-types#build"
+ "libs/shared-types#build",
+ "libs/utils#build",
+ "libs/event-bus#build",
+ "libs/api-client#build"
],
}
```

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# WebSocket API Documentation - Strategy Orchestrator
## Overview
This document outlines the WebSocket API provided by the Strategy Orchestrator service for real-time communication between the backend and frontend.
## Connection Endpoints
- **Strategy Orchestrator WebSocket:** `ws://localhost:8082`
- **Market Data Gateway WebSocket:** `ws://localhost:3001/ws`
- **Risk Guardian WebSocket:** `ws://localhost:3002/ws`
## Message Format
All WebSocket messages follow this standard format:
```json
{
"type": "message_type",
"timestamp": "ISO-8601 timestamp",
"data": {
// Message-specific data
}
}
```
## Client to Server Messages
### Get Active Strategies
Request information about all active strategies.
```json
{
"type": "get_active_strategies"
}
```
### Start Strategy
Start a specific strategy.
```json
{
"type": "start_strategy",
"id": "strategy-id",
"config": {
"symbols": ["AAPL", "MSFT"],
"dataResolution": "1m",
"realTrading": false,
"maxPositionValue": 10000,
"maxOrdersPerMinute": 5,
"stopLossPercentage": 0.02
}
}
```
### Stop Strategy
Stop a running strategy.
```json
{
"type": "stop_strategy",
"id": "strategy-id"
}
```
### Pause Strategy
Pause a running strategy.
```json
{
"type": "pause_strategy",
"id": "strategy-id"
}
```
## Server to Client Messages
### Strategy Status List
Response to `get_active_strategies` request.
```json
{
"type": "strategy_status_list",
"timestamp": "2023-07-10T12:34:56Z",
"data": [
{
"id": "strategy-123",
"name": "Moving Average Crossover",
"status": "ACTIVE",
"symbols": ["AAPL", "MSFT"],
"positions": [
{
"symbol": "AAPL",
"quantity": 10,
"entryPrice": 150.25,
"currentValue": 1550.50
}
]
}
]
}
```
### Strategy Started
Notification that a strategy has been started.
```json
{
"type": "strategy_started",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"strategyId": "strategy-123",
"name": "Moving Average Crossover",
"symbols": ["AAPL", "MSFT"]
}
}
```
### Strategy Stopped
Notification that a strategy has been stopped.
```json
{
"type": "strategy_stopped",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"strategyId": "strategy-123",
"name": "Moving Average Crossover"
}
}
```
### Strategy Paused
Notification that a strategy has been paused.
```json
{
"type": "strategy_paused",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"strategyId": "strategy-123",
"name": "Moving Average Crossover"
}
}
```
### Strategy Signal
Trading signal generated by a strategy.
```json
{
"type": "strategy_signal",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"id": "sig_123456789",
"strategyId": "strategy-123",
"name": "Moving Average Crossover",
"symbol": "AAPL",
"price": 152.75,
"action": "BUY",
"quantity": 10,
"metadata": { "orderType": "MARKET" },
"timestamp": "2023-07-10T12:34:56Z",
"confidence": 0.9
}
}
```
### Strategy Trade
Notification of a trade executed by a strategy.
```json
{
"type": "strategy_trade",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"id": "trade_123456789",
"strategyId": "strategy-123",
"orderId": "order-123",
"symbol": "AAPL",
"side": "BUY",
"quantity": 10,
"entryPrice": 152.75,
"entryTime": "2023-07-10T12:34:56Z",
"status": "FILLED",
"timestamp": "2023-07-10T12:34:56Z"
}
}
```
### Execution Service Status
Notification about the overall execution service status.
```json
{
"type": "execution_service_status",
"timestamp": "2023-07-10T12:34:56Z",
"data": {
"status": "RUNNING" // or "STOPPED"
}
}
```
## Frontend Integration
The frontend can use the `WebSocketService` to interact with the WebSocket API:
```typescript
// Subscribe to strategy signals
webSocketService.getStrategySignals(strategyId)
.subscribe(signal => {
// Handle the signal
});
// Subscribe to strategy trades
webSocketService.getStrategyTrades(strategyId)
.subscribe(trade => {
// Handle the trade
});
// Subscribe to strategy status updates
webSocketService.getStrategyUpdates()
.subscribe(update => {
// Handle the update
});
```
## Error Handling
WebSocket connections will automatically attempt to reconnect if disconnected. The frontend can monitor connection status using:
```typescript
webSocketService.isConnected() // Returns a boolean signal indicating connection status
```
If a WebSocket message fails to process, the error will be logged, but the connection will be maintained.