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standartized OperationTracker. need to test it all out now

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Boki 2025-07-01 11:15:33 -04:00
parent f78558224f
commit 680b5fd2ae
21 changed files with 2112 additions and 752 deletions
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26
apps/stock/data-ingestion/src/handlers/qm/actions/events.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update events (dividends, splits, earnings) for a single symbol
* Single API call returns all three data types
@ -77,7 +62,6 @@ export async function updateEvents(
headers: session.headers,
proxy: session.proxy,
});
const tracker = await getOperationTracker(this);
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
@ -86,7 +70,7 @@ export async function updateEvents(
const corporateData = await response.json();
const results = corporateData.results;
if (typeof results.error === 'object') {
await tracker.updateSymbolOperation(qmSearchCode, 'events_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'events_update', {
status: 'success',
});
throw new Error(`Invalid response structure from QM API for ${qmSearchCode}`);
@ -151,7 +135,7 @@ export async function updateEvents(
// Update tracking for events
const updateTime = new Date();
await tracker.updateSymbolOperation(qmSearchCode, 'events_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'events_update', {
status: 'success',
lastRecordDate: updateTime,
recordCount: dividendCount + splitCount + earningsCount
@ -187,9 +171,8 @@ export async function updateEvents(
});
// Track failure for events
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'events_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'events_update', {
status: 'failure'
});
@ -217,13 +200,12 @@ export async function scheduleEventsUpdates(
errors: number;
}> {
const { limit = 100000, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling events updates', { limit, forceUpdate });
try {
// Get symbols that need events updates
const staleSymbols = await tracker.getStaleSymbols('events_update', {
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'events_update', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly
limit
});

27
apps/stock/data-ingestion/src/handlers/qm/actions/filings.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update filings for a single symbol
*/
@ -97,8 +82,7 @@ export async function updateFilings(
);
// Update symbol to track last filings update
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'filings_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'filings_update', {
status: 'success',
lastRecordDate: new Date(),
recordCount: filingsData.length
@ -117,8 +101,7 @@ export async function updateFilings(
};
} else {
// Some symbols may not have filings (non-US companies, etc)
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'filings_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'filings_update', {
status: 'success',
lastRecordDate: new Date(),
recordCount: 0
@ -145,8 +128,7 @@ export async function updateFilings(
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'filings_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'filings_update', {
status: 'failure'
});
@ -174,13 +156,12 @@ export async function scheduleFilingsUpdates(
errors: number;
}> {
const { limit = 100, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling filings updates', { limit, forceUpdate });
try {
// Get symbols that need updating
const staleSymbols = await tracker.getStaleSymbols('filings_update', {
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'filings_update', {
minHoursSinceRun: forceUpdate ? 0 : 24, // Daily for filings
limit
});

26
apps/stock/data-ingestion/src/handlers/qm/actions/financials.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update financials for a single symbol
*/
@ -105,8 +90,7 @@ export async function updateFinancials(
);
// Update symbol to track last financials update
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, `financials_${reportType === 'Q'? 'quarterly' : 'annual'}_update`, {
await this.operationRegistry.updateOperation('qm', qmSearchCode, `financials_update_${reportType === 'Q'? 'quarterly' : 'annual'}`, {
status: 'success',
lastRecordDate: new Date(),
recordCount: reports.length
@ -144,8 +128,7 @@ export async function updateFinancials(
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'financials_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, `financials_update_${reportType === 'Q'? 'quarterly' : 'annual'}`, {
status: 'failure',
});
@ -173,17 +156,16 @@ export async function scheduleFinancialsUpdates(
errors: number;
}> {
const { limit = 100000, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling financials updates', { limit, forceUpdate });
try {
// Get symbols that need updating for both quarterly and annual
const staleSymbolsQ = await tracker.getStaleSymbols('financials_quarterly_update', {
const staleSymbolsQ = await this.operationRegistry.getStaleSymbols('qm', 'financials_update_quarterly', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly by default
limit
});
const staleSymbolsA = await tracker.getStaleSymbols('financials_annual_update', {
const staleSymbolsA = await this.operationRegistry.getStaleSymbols('qm', 'financials_update_annual', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly by default
limit
});

29
apps/stock/data-ingestion/src/handlers/qm/actions/intraday.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update intraday bars for a single symbol
* This handles both initial crawl and incremental updates
@ -107,8 +92,7 @@ export async function updateIntradayBars(
);
// Update operation tracking
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'intraday_bars', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'intraday_bars', {
status: 'success',
lastRecordDate: targetDate,
recordCount: barsData.length
@ -134,8 +118,7 @@ export async function updateIntradayBars(
this.logger.info('No intraday data for date', { symbol, date: targetDate });
// Still update operation tracking as successful (no data is a valid result)
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'intraday_bars', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'intraday_bars', {
status: 'success',
lastRecordDate: targetDate,
recordCount: 0
@ -164,8 +147,7 @@ export async function updateIntradayBars(
});
// Update operation tracking for failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'intraday_bars', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'intraday_bars', {
status: 'failure'
});
@ -196,7 +178,6 @@ export async function scheduleIntradayUpdates(
errors: number;
}> {
const { limit = 50, mode = 'update', forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling intraday updates', { limit, mode, forceUpdate });
@ -205,12 +186,12 @@ export async function scheduleIntradayUpdates(
if (mode === 'crawl') {
// Get symbols that need historical crawl
symbolsToProcess = await tracker.getSymbolsForIntradayCrawl('intraday_bars', {
symbolsToProcess = await this.operationRegistry.getSymbolsForCrawl('qm', 'intraday_bars', {
limit
});
} else {
// Get symbols that need regular updates
const staleSymbols = await tracker.getStaleSymbols('intraday_bars', {
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'intraday_bars', {
minHoursSinceRun: forceUpdate ? 0 : 1, // Hourly updates
limit
});

26
apps/stock/data-ingestion/src/handlers/qm/actions/prices.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update daily prices for a single symbol
*/
@ -87,13 +72,12 @@ export async function updatePrices(
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Update symbol to track last price update
const tracker = await getOperationTracker(this);
const priceData = responseData.results?.history[0].eoddata || [];
if(!priceData || priceData.length === 0) {
this.logger.warn(`No price data found for symbol ${qmSearchCode}`);
await tracker.updateSymbolOperation(qmSearchCode, 'price_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'price_update', {
status: 'success',
recordCount: priceData.length
});
@ -128,7 +112,7 @@ export async function updatePrices(
);
await tracker.updateSymbolOperation(qmSearchCode, 'price_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'price_update', {
status: 'success',
lastRecordDate: latestDate,
recordCount: priceData.length
@ -170,8 +154,7 @@ export async function updatePrices(
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'price_update', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'price_update', {
status: 'failure'
});
@ -199,13 +182,12 @@ export async function schedulePriceUpdates(
errors: number;
}> {
const { limit = 50000, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling price updates', { limit, forceUpdate });
try {
// Get symbols that need updating
const staleSymbols = await tracker.getStaleSymbols('price_update', {
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'price_update', {
minHoursSinceRun: forceUpdate ? 0 : 24, // Daily updates
limit
});

24
apps/stock/data-ingestion/src/handlers/qm/actions/symbol-info.action.ts
View file

@ -5,23 +5,8 @@
import type { ExecutionContext } from '@stock-bot/handlers';
import type { QMHandler } from '../qm.handler';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMOperationTracker } from '../shared/operation-tracker';
import { QMSessionManager } from '../shared/session-manager';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: QMHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update symbol info for a single symbol
* This is a simple API fetch operation - no tracking logic here
@ -98,8 +83,7 @@ export async function updateSymbolInfo(
);
// Update operation tracking
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'symbol_info', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'symbol_info', {
status: 'success',
lastRecordDate: new Date()
});
@ -134,8 +118,7 @@ export async function updateSymbolInfo(
});
// Update operation tracking for failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'symbol_info', {
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'symbol_info', {
status: 'failure'
});
@ -164,13 +147,12 @@ export async function scheduleSymbolInfoUpdates(
errors: number;
}> {
const { limit = 100000, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling symbol info updates', { limit, forceUpdate });
try {
// Get symbols that need updating
const staleSymbols = await tracker.getStaleSymbols('symbol_info', {
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'symbol_info', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly by default
limit
});

18
apps/stock/data-ingestion/src/handlers/qm/qm.handler.ts
View file

@ -6,6 +6,8 @@ import {
ScheduledOperation,
} from '@stock-bot/handlers';
import type { DataIngestionServices } from '../../types';
import type { OperationRegistry } from '../../shared/operation-manager';
import { createQMOperationRegistry } from './shared/operation-provider';
import {
checkSessions,
createSession,
@ -27,16 +29,22 @@ import {
updatePrices,
updateSymbolInfo
} from './actions';
import { initializeQMOperations } from './shared/operation-registry';
@Handler('qm')
export class QMHandler extends BaseHandler<DataIngestionServices> {
public operationRegistry: OperationRegistry;
constructor(services: any) {
super(services); // Handler name read from @Handler decorator
// Initialize operations after super() so services are available
initializeQMOperations(this.mongodb, this.logger).catch(error => {
this.logger.error('Failed to initialize QM operations', { error });
});
// Initialize operation registry with QM provider
createQMOperationRegistry(this.mongodb, this.logger)
.then(registry => {
this.operationRegistry = registry;
})
.catch(error => {
this.logger.error('Failed to initialize QM operations', { error });
});
}
/**

2
apps/stock/data-ingestion/src/handlers/qm/shared/index.ts
View file

@ -3,4 +3,4 @@ export * from './session-manager';
export * from './session-manager-redis';
export * from './session-manager-wrapper';
export * from './types';
export * from './operation-tracker';
export * from './operation-provider';

94
apps/stock/data-ingestion/src/handlers/qm/shared/operation-provider.ts Normal file
View file

@ -0,0 +1,94 @@
/**
* QM Operation Provider - Defines operations for QuoteMedia data source
*/
import { BaseOperationProvider, OperationRegistry, type OperationConfig, type ProviderConfig } from '../../../shared/operation-manager';
/**
* QM operation definitions
*/
export const QM_OPERATIONS: OperationConfig[] = [
// Symbol metadata
{
name: 'symbol_info',
type: 'standard',
description: 'Update symbol metadata',
defaultStaleHours: 24 * 7 // Weekly
},
// Price data
{
name: 'price_update',
type: 'standard',
description: 'Update daily price data',
defaultStaleHours: 24
},
{
name: 'intraday_bars',
type: 'intraday_crawl',
description: 'Crawl intraday price bars from today backwards',
requiresFinishedFlag: true,
defaultStaleHours: 1 // Check every hour for new data
},
// Fundamental data
{
name: 'financials_update_quarterly',
type: 'standard',
description: 'Update quarterly financial statements',
defaultStaleHours: 24 * 7 // Weekly
},
{
name: 'financials_update_annual',
type: 'standard',
description: 'Update annual financial statements',
defaultStaleHours: 24 * 7 // Weekly
},
// Corporate actions
{
name: 'events_update',
type: 'standard',
description: 'Update events (earnings, dividends, splits)',
defaultStaleHours: 24 * 7 // Weekly
},
// Filings
{
name: 'filings_update',
type: 'standard',
description: 'Update SEC filings',
defaultStaleHours: 24 // Daily
}
];
/**
* QM Operation Provider
*/
export class QMOperationProvider extends BaseOperationProvider {
getProviderConfig(): ProviderConfig {
return {
name: 'qm',
collectionName: 'qmSymbols',
symbolField: 'qmSearchCode',
description: 'QuoteMedia data provider'
};
}
getOperations(): OperationConfig[] {
return QM_OPERATIONS;
}
}
/**
* Create and initialize QM operation registry
*/
export async function createQMOperationRegistry(
mongodb: any,
logger: any
): Promise<OperationRegistry> {
const registry = new OperationRegistry({ mongodb, logger });
const provider = new QMOperationProvider({ mongodb, logger });
await registry.registerProvider(provider);
return registry;
}

110
apps/stock/data-ingestion/src/handlers/qm/shared/operation-registry.ts
View file

@ -1,110 +0,0 @@
/**
* QM Operation Registry - Define and register all QM operations
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
import { QMOperationTracker } from './operation-tracker';
import type { QMOperationConfig } from './types';
// Define all QM operations
export const QM_OPERATIONS: QMOperationConfig[] = [
// Price data operations
{
name: 'symbol_info',
type: 'standard',
description: 'Update symbol metadata',
defaultStaleHours: 24 * 7 // Weekly
},
{
name: 'price_update',
type: 'standard',
description: 'Update daily price data',
defaultStaleHours: 24
},
{
name: 'intraday_bars',
type: 'intraday_crawl',
description: 'Crawl intraday price bars from today backwards',
requiresFinishedFlag: true,
defaultStaleHours: 1 // Check every hour for new data
},
// Fundamental data operations
{
name: 'financials_update_quarterly',
type: 'standard',
description: 'Update quarterly financial statements',
defaultStaleHours: 24 * 7 // Weekly
},
{
name: 'financials_update_annual',
type: 'standard',
description: 'Update annual financial statements',
defaultStaleHours: 24 * 7 // Weekly
},
// Corporate actions - fetched together in one API call
{
name: 'events_update',
type: 'standard',
description: 'Update events (earnings, dividends, splits)',
defaultStaleHours: 24 * 7 // Weekly
},
// News and filings
{
name: 'filings_update',
type: 'standard',
description: 'Update SEC filings',
defaultStaleHours: 24 // Daily
},
// {
// name: 'news_update',
// type: 'standard',
// description: 'Update news articles',
// defaultStaleHours: 6 // Every 6 hours
// },
// // Options data
// {
// name: 'options_chain',
// type: 'standard',
// description: 'Update options chain data',
// defaultStaleHours: 1 // Hourly during market hours
// }
];
/**
* Initialize operation tracker with all registered operations
*/
export async function initializeQMOperations(
mongodb: MongoDBClient,
logger: Logger
): Promise<QMOperationTracker> {
logger.info('Initializing QM operations tracker');
const tracker = new QMOperationTracker(mongodb, logger);
// Register all operations
for (const operation of QM_OPERATIONS) {
try {
await tracker.registerOperation(operation);
logger.debug(`Registered operation: ${operation.name}`);
} catch (error) {
logger.error(`Failed to register operation: ${operation.name}`, { error });
throw error;
}
}
logger.info('QM operations tracker initialized', {
operationCount: QM_OPERATIONS.length
});
return tracker;
}
/**
* Get operation configuration by name
*/
export function getOperationConfig(name: string): QMOperationConfig | undefined {
return QM_OPERATIONS.find(op => op.name === name);
}

458
apps/stock/data-ingestion/src/handlers/qm/shared/operation-tracker.ts
View file

@ -1,458 +0,0 @@
/**
* QM Operation Tracker - Tracks operation execution times and states for symbols
* Supports dynamic operation registration with auto-indexing
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
import type { IntradayCrawlSymbol, QMOperationConfig } from './types';
export class QMOperationTracker {
private registeredOperations: Map<string, QMOperationConfig> = new Map();
private indexesCreated: Set<string> = new Set();
private mongodb: MongoDBClient;
private logger: Logger;
private readonly collectionName = 'qmSymbols';
constructor(mongodb: MongoDBClient, logger: Logger) {
this.mongodb = mongodb;
this.logger = logger;
}
/**
* Register a new operation type with auto-indexing
*/
async registerOperation(config: QMOperationConfig): Promise<void> {
this.logger.info('Registering QM operation', { operation: config.name, type: config.type });
this.registeredOperations.set(config.name, config);
// Auto-create indexes for this operation
await this.createOperationIndexes(config.name);
this.logger.debug('Operation registered successfully', { operation: config.name });
}
/**
* Create indexes for efficient operation queries
*/
private async createOperationIndexes(operationName: string): Promise<void> {
if (this.indexesCreated.has(operationName)) {
this.logger.debug('Indexes already created for operation', { operation: operationName });
return;
}
try {
const indexes = [
// Index for finding stale symbols
{ [`operations.${operationName}.lastRunAt`]: 1, qmSearchCode: 1 },
// Index for finding by last record date
{ [`operations.${operationName}.lastRecordDate`]: 1, qmSearchCode: 1 },
];
// Add crawl state index for intraday operations
const config = this.registeredOperations.get(operationName);
if (config?.type === 'intraday_crawl') {
indexes.push({ [`operations.${operationName}.crawlState.finished`]: 1, qmSearchCode: 1 });
}
for (const indexSpec of indexes) {
const collection = this.mongodb.collection(this.collectionName);
await collection.createIndex(indexSpec, {
background: true,
name: `op_${operationName}_${Object.keys(indexSpec).join('_')}`
});
}
this.indexesCreated.add(operationName);
this.logger.info('Created indexes for operation', {
operation: operationName,
indexCount: indexes.length
});
} catch (error) {
this.logger.error('Failed to create indexes for operation', {
operation: operationName,
error
});
throw error;
}
}
/**
* Update symbol operation status
*/
async updateSymbolOperation(
qmSearchCode: string,
operationName: string,
data: {
status: 'success' | 'failure' | 'partial';
lastRecordDate?: Date;
recordCount?: number;
crawlState?: {
finished?: boolean;
oldestDateReached?: Date;
};
}
): Promise<void> {
const update: any = {
$set: {
[`operations.${operationName}.lastRunAt`]: new Date(),
[`operations.${operationName}.status`]: data.status,
updated_at: new Date()
}
};
// Only update lastSuccessAt on successful operations
if (data.status === 'success') {
update.$set[`operations.${operationName}.lastSuccessAt`] = new Date();
}
if (data.lastRecordDate) {
update.$set[`operations.${operationName}.lastRecordDate`] = data.lastRecordDate;
}
if (data.recordCount !== undefined) {
update.$set[`operations.${operationName}.recordCount`] = data.recordCount;
}
if (data.crawlState) {
update.$set[`operations.${operationName}.crawlState`] = {
...data.crawlState,
lastCrawlDirection: data.crawlState.finished ? 'forward' : 'backward'
};
}
await this.mongodb.updateOne(this.collectionName, { qmSearchCode }, update);
this.logger.debug('Updated symbol operation', {
qmSearchCode,
operation: operationName,
status: data.status
});
}
/**
* Bulk update symbol operations for performance
*/
async bulkUpdateSymbolOperations(
updates: Array<{
qmSearchCode: string;
operation: string;
data: {
status: 'success' | 'failure' | 'partial';
lastRecordDate?: Date;
recordCount?: number;
crawlState?: any;
};
}>
): Promise<void> {
if (updates.length === 0) {return;}
const bulkOps = updates.map(({ qmSearchCode, operation, data }) => {
const update: any = {
$set: {
[`operations.${operation}.lastRunAt`]: new Date(),
[`operations.${operation}.status`]: data.status,
updated_at: new Date()
}
};
// Only update lastSuccessAt on successful operations
if (data.status === 'success') {
update.$set[`operations.${operation}.lastSuccessAt`] = new Date();
}
if (data.lastRecordDate) {
update.$set[`operations.${operation}.lastRecordDate`] = data.lastRecordDate;
}
if (data.recordCount !== undefined) {
update.$set[`operations.${operation}.recordCount`] = data.recordCount;
}
if (data.crawlState) {
update.$set[`operations.${operation}.crawlState`] = {
...data.crawlState,
lastCrawlDirection: data.crawlState.finished ? 'forward' : 'backward'
};
}
return {
updateOne: {
filter: { qmSearchCode },
update
}
};
});
const collection = this.mongodb.collection(this.collectionName);
const result = await collection.bulkWrite(bulkOps as any, { ordered: false });
this.logger.debug('Bulk updated symbol operations', {
totalUpdates: updates.length,
modified: result.modifiedCount,
operations: Array.from(new Set(updates.map(u => u.operation)))
});
}
/**
* Get symbols that need processing for an operation
*/
async getStaleSymbols(
operationName: string,
options: {
notRunSince?: Date;
minHoursSinceRun?: number;
limit?: number;
excludeSymbols?: string[];
} = {}
): Promise<string[]> {
const { limit = 1000, excludeSymbols = [] } = options;
const cutoffDate = options.notRunSince || (() => {
const date = new Date();
const hours = options.minHoursSinceRun ||
this.registeredOperations.get(operationName)?.defaultStaleHours || 24;
date.setHours(date.getHours() - hours);
return date;
})();
const filter: any = {
active: { $ne: false }, // Only active symbols (active: true or active doesn't exist)
$or: [
{ [`operations.${operationName}.lastSuccessAt`]: { $lt: cutoffDate } },
{ [`operations.${operationName}.lastSuccessAt`]: { $exists: false } },
{ [`operations.${operationName}`]: { $exists: false } }
]
};
if (excludeSymbols.length > 0) {
filter.qmSearchCode = { $nin: excludeSymbols };
}
const symbols = await this.mongodb.find(this.collectionName, filter, {
limit,
projection: { qmSearchCode: 1 },
sort: { [`operations.${operationName}.lastSuccessAt`]: 1 } // Oldest successful run first
});
return symbols.map(s => s.qmSearchCode);
}
/**
* Get symbols for intraday crawling
*/
async getSymbolsForIntradayCrawl(
operationName: string,
options: {
limit?: number;
includeFinished?: boolean;
} = {}
): Promise<IntradayCrawlSymbol[]> {
const { limit = 100, includeFinished = false } = options;
const filter: any = {
active: { $ne: false } // Only active symbols
};
if (!includeFinished) {
filter[`operations.${operationName}.crawlState.finished`] = { $ne: true };
}
const symbols = await this.mongodb.find(this.collectionName, filter, {
limit,
projection: {
qmSearchCode: 1,
[`operations.${operationName}`]: 1
},
sort: {
// Prioritize symbols that haven't been crawled yet
[`operations.${operationName}.lastRunAt`]: 1
}
});
return symbols.map(s => ({
qmSearchCode: s.qmSearchCode,
lastRecordDate: s.operations?.[operationName]?.lastRecordDate,
crawlState: s.operations?.[operationName]?.crawlState
}));
}
/**
* Mark intraday crawl as finished
*/
async markCrawlFinished(
qmSearchCode: string,
operationName: string,
oldestDateReached: Date
): Promise<void> {
await this.updateSymbolOperation(qmSearchCode, operationName, {
status: 'success',
crawlState: {
finished: true,
oldestDateReached
}
});
this.logger.info('Marked crawl as finished', {
qmSearchCode,
operation: operationName,
oldestDateReached
});
}
/**
* Get symbols that need data updates based on last record date
*/
async getSymbolsNeedingUpdate(
operationName: string,
options: {
lastRecordBefore?: Date;
neverRun?: boolean;
limit?: number;
} = {}
): Promise<Array<{ qmSearchCode: string; lastRecordDate?: Date }>> {
const { limit = 500 } = options;
const filter: any = {
active: { $ne: false } // Only active symbols
};
if (options.neverRun) {
filter[`operations.${operationName}`] = { $exists: false };
} else if (options.lastRecordBefore) {
filter.$or = [
{ [`operations.${operationName}.lastRecordDate`]: { $lt: options.lastRecordBefore } },
{ [`operations.${operationName}`]: { $exists: false } }
];
}
const symbols = await this.mongodb.find(this.collectionName, filter, {
limit,
projection: {
qmSearchCode: 1,
[`operations.${operationName}.lastRecordDate`]: 1
},
sort: { [`operations.${operationName}.lastRecordDate`]: 1 } // Oldest data first
});
return symbols.map(s => ({
qmSearchCode: s.qmSearchCode,
lastRecordDate: s.operations?.[operationName]?.lastRecordDate
}));
}
/**
* Get operation statistics
*/
async getOperationStats(operationName: string): Promise<{
totalSymbols: number;
processedSymbols: number;
staleSymbols: number;
successfulSymbols: number;
failedSymbols: number;
finishedCrawls?: number;
avgRecordsPerSymbol?: number;
}> {
const collection = this.mongodb.collection(this.collectionName);
const total = await collection.countDocuments({});
const processed = await collection.countDocuments({
[`operations.${operationName}`]: { $exists: true }
});
const successful = await collection.countDocuments({
[`operations.${operationName}.status`]: 'success'
});
const failed = await collection.countDocuments({
[`operations.${operationName}.status`]: 'failure'
});
const staleDate = new Date();
staleDate.setHours(staleDate.getHours() - (
this.registeredOperations.get(operationName)?.defaultStaleHours || 24
));
const stale = await collection.countDocuments({
$or: [
{ [`operations.${operationName}.lastRunAt`]: { $lt: staleDate } },
{ [`operations.${operationName}`]: { $exists: false } }
]
});
const result: any = {
totalSymbols: total,
processedSymbols: processed,
staleSymbols: stale,
successfulSymbols: successful,
failedSymbols: failed
};
// Additional stats for crawl operations
if (this.registeredOperations.get(operationName)?.type === 'intraday_crawl') {
result.finishedCrawls = await collection.countDocuments({
[`operations.${operationName}.crawlState.finished`]: true
});
}
// Calculate average records per symbol
const aggregation = await collection.aggregate([
{
$match: {
[`operations.${operationName}.recordCount`]: { $exists: true }
}
},
{
$group: {
_id: null,
avgRecords: { $avg: `$operations.${operationName}.recordCount` }
}
}
]).toArray();
if (aggregation.length > 0) {
result.avgRecordsPerSymbol = Math.round(aggregation[0].avgRecords);
}
return result;
}
/**
* Get all registered operations
*/
getRegisteredOperations(): QMOperationConfig[] {
return Array.from(this.registeredOperations.values());
}
/**
* Helper: Get symbols for price update
*/
async getSymbolsForPriceUpdate(limit = 1000): Promise<string[]> {
return this.getStaleSymbols('price_update', {
minHoursSinceRun: 24,
limit
});
}
/**
* Helper: Get symbols with outdated financials
*/
async getSymbolsWithOldFinancials(limit = 100): Promise<Array<{ qmSearchCode: string; lastRecordDate?: Date }>> {
const cutoffDate = new Date();
cutoffDate.setDate(cutoffDate.getDate() - 90); // 90 days old
return this.getSymbolsNeedingUpdate('financials_update', {
lastRecordBefore: cutoffDate,
limit
});
}
/**
* Helper: Get unprocessed symbols for an operation
*/
async getUnprocessedSymbols(operation: string, limit = 500): Promise<string[]> {
const symbols = await this.getSymbolsNeedingUpdate(operation, {
neverRun: true,
limit
});
return symbols.map(s => s.qmSearchCode);
}
}

43
apps/stock/data-ingestion/src/handlers/qm/shared/types.ts
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@ -1,5 +1,5 @@
/**
* Shared types for QM operations
* Shared types for QM handler
*/
export interface QMSession {
@ -58,47 +58,6 @@ export interface CachedSession {
sessionType: string;
}
/**
* Operation tracking types
*/
export interface QMOperationConfig {
name: string;
type: 'standard' | 'intraday_crawl';
description?: string;
defaultStaleHours?: number;
requiresFinishedFlag?: boolean;
}
export interface QMSymbolOperationStatus {
symbol: string;
qmSearchCode: string;
operations: {
[operationName: string]: {
lastRunAt: Date;
lastRecordDate?: Date;
status: 'success' | 'failure' | 'partial';
recordCount?: number;
// For intraday crawling operations
crawlState?: {
finished: boolean;
oldestDateReached?: Date;
lastCrawlDirection?: 'forward' | 'backward';
};
};
};
updated_at: Date;
}
export interface IntradayCrawlSymbol {
qmSearchCode: string;
lastRecordDate?: Date;
crawlState?: {
finished: boolean;
oldestDateReached?: Date;
lastCrawlDirection?: 'forward' | 'backward';
};
}
export interface ExchangeStats {
symbolCount: number;
totalMarketCap: number;

173
apps/stock/data-ingestion/src/shared/operation-manager/BaseOperationProvider.ts Normal file
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@ -0,0 +1,173 @@
/**
* Base class for operation providers
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
import type {
OperationConfig,
OperationUpdate,
ProviderConfig,
OperationComponentOptions
} from './types';
/**
* Abstract base class that all operation providers must extend
*/
export abstract class BaseOperationProvider {
protected mongodb: MongoDBClient;
protected logger: Logger;
private _initialized = false;
constructor({ mongodb, logger }: OperationComponentOptions) {
this.mongodb = mongodb;
this.logger = logger;
}
/**
* Get provider configuration
*/
abstract getProviderConfig(): ProviderConfig;
/**
* Get all operations supported by this provider
*/
abstract getOperations(): OperationConfig[];
/**
* Initialize the provider (optional override)
*/
async initialize(): Promise<void> {
if (this._initialized) {
return;
}
this.logger.info(`Initializing ${this.getProviderConfig().name} operation provider`);
// Allow providers to perform custom initialization
await this.onInitialize();
this._initialized = true;
}
/**
* Check if provider is initialized
*/
isInitialized(): boolean {
return this._initialized;
}
/**
* Get operation by name
*/
getOperation(name: string): OperationConfig | undefined {
return this.getOperations().find(op => op.name === name);
}
/**
* Validate operation exists
*/
validateOperation(operationName: string): void {
const operation = this.getOperation(operationName);
if (!operation) {
throw new Error(
`Unknown operation '${operationName}' for provider '${this.getProviderConfig().name}'`
);
}
}
/**
* Get the symbol identifier value from a document
*/
getSymbolIdentifier(doc: any): string {
const { symbolField } = this.getProviderConfig();
const value = doc[symbolField];
if (!value) {
throw new Error(
`Symbol field '${symbolField}' not found in document for provider '${this.getProviderConfig().name}'`
);
}
return value;
}
/**
* Build operation field path for MongoDB
*/
getOperationFieldPath(operationName: string, field?: string): string {
const basePath = `operations.${operationName}`;
return field ? `${basePath}.${field}` : basePath;
}
/**
* Hook called during initialization (optional override)
*/
protected async onInitialize(): Promise<void> {
// Providers can override this for custom initialization
}
/**
* Hook called before operation update (optional override)
*/
async beforeOperationUpdate(
symbol: string,
operation: string,
data: OperationUpdate
): Promise<void> {
// Providers can override this for custom logic
}
/**
* Hook called after operation update (optional override)
*/
async afterOperationUpdate(
symbol: string,
operation: string,
data: OperationUpdate
): Promise<void> {
// Providers can override this for custom logic
}
/**
* Get default stale hours for an operation
*/
getDefaultStaleHours(operationName: string): number {
const operation = this.getOperation(operationName);
return operation?.defaultStaleHours || 24; // Default to 24 hours
}
/**
* Check if operation requires finished flag
*/
requiresFinishedFlag(operationName: string): boolean {
const operation = this.getOperation(operationName);
return operation?.requiresFinishedFlag || false;
}
/**
* Get all operation names
*/
getOperationNames(): string[] {
return this.getOperations().map(op => op.name);
}
/**
* Log provider info
*/
logInfo(): void {
const config = this.getProviderConfig();
const operations = this.getOperations();
this.logger.info(`Provider: ${config.name}`, {
provider: config.name,
collection: config.collectionName,
symbolField: config.symbolField,
operationCount: operations.length,
operations: operations.map(op => ({
name: op.name,
type: op.type,
defaultStaleHours: op.defaultStaleHours
}))
});
}
}

209
apps/stock/data-ingestion/src/shared/operation-manager/MIGRATION_GUIDE.md Normal file
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@ -0,0 +1,209 @@
# Operation Manager Migration Guide
This guide shows how to migrate from provider-specific operation tracking to the unified operation management system.
## Overview
The new operation management system provides a unified way to track operations across all data providers (QM, CEO, IB, etc.) while maintaining provider-specific flexibility.
## Migration Steps for QM
### 1. Update Handler Constructor
**Before:**
```typescript
export class QMHandler extends BaseHandler<DataIngestionServices> {
constructor(services: any) {
super(services);
initializeQMOperations(this.mongodb, this.logger).catch(error => {
this.logger.error('Failed to initialize QM operations', { error });
});
}
}
```
**After:**
```typescript
import { OperationRegistry } from '../../shared/operation-manager';
import { QMOperationProvider } from './shared/operation-provider';
export class QMHandler extends BaseHandler<DataIngestionServices> {
public operationRegistry: OperationRegistry;
constructor(services: any) {
super(services);
// Initialize operation registry
this.operationRegistry = new OperationRegistry({
mongodb: this.mongodb,
logger: this.logger
});
// Register QM provider
const qmProvider = new QMOperationProvider({
mongodb: this.mongodb,
logger: this.logger
});
this.operationRegistry.registerProvider(qmProvider).catch(error => {
this.logger.error('Failed to initialize QM operations', { error });
});
}
}
```
### 2. Update Actions
**Before:**
```typescript
// In action file
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(qmSearchCode, 'price_update', {
status: 'success',
lastRecordDate: latestDate,
recordCount: priceData.length
});
```
**After (Option 1 - Direct Registry Access):**
```typescript
// Access registry from handler
await this.operationRegistry.updateOperation('qm', qmSearchCode, 'price_update', {
status: 'success',
lastRecordDate: latestDate,
recordCount: priceData.length
});
```
**After (Option 2 - Using Helper Function):**
```typescript
// Create a helper function
async function updateQMOperation(
handler: QMHandler,
symbol: string,
operation: string,
data: OperationUpdate
) {
await handler.operationRegistry.updateOperation('qm', symbol, operation, data);
}
// Use in action
await updateQMOperation(this, qmSearchCode, 'price_update', {
status: 'success',
lastRecordDate: latestDate,
recordCount: priceData.length
});
```
### 3. Update Scheduling Functions
**Before:**
```typescript
const tracker = await getOperationTracker(this);
const staleSymbols = await tracker.getStaleSymbols('price_update', {
minHoursSinceRun: forceUpdate ? 0 : 24,
limit
});
```
**After:**
```typescript
const staleSymbols = await this.operationRegistry.getStaleSymbols('qm', 'price_update', {
minHoursSinceRun: forceUpdate ? 0 : 24,
limit
});
```
### 4. Backward Compatibility
During migration, you can maintain both systems:
```typescript
// In handler constructor
constructor(services: any) {
super(services);
// New system
this.operationRegistry = new OperationRegistry({
mongodb: this.mongodb,
logger: this.logger
});
// Keep old system for gradual migration
initializeQMOperations(this.mongodb, this.logger).catch(error => {
this.logger.error('Failed to initialize legacy QM operations', { error });
});
}
```
## Benefits
1. **Unified Interface**: Same API for all providers
2. **Better Type Safety**: Strong typing throughout
3. **Provider Isolation**: Each provider manages its own operations
4. **Extensibility**: Easy to add new providers
5. **Performance**: Optimized queries and bulk operations
6. **Monitoring**: Unified stats across all providers
## Example: Adding a New Provider (CEO)
```typescript
// handlers/ceo/shared/operation-provider.ts
export class CEOOperationProvider extends BaseOperationProvider {
getProviderConfig(): ProviderConfig {
return {
name: 'ceo',
collectionName: 'ceoSymbols',
symbolField: 'symbol',
description: 'CEO.CA data provider'
};
}
getOperations(): OperationConfig[] {
return [
{
name: 'posts_update',
type: 'incremental',
description: 'Update CEO posts',
defaultStaleHours: 6
},
{
name: 'shorts_update',
type: 'incremental',
description: 'Update short interest data',
defaultStaleHours: 12
}
];
}
}
// In CEO handler
constructor(services: any) {
super(services);
this.operationRegistry = new OperationRegistry({
mongodb: this.mongodb,
logger: this.logger
});
const ceoProvider = new CEOOperationProvider({
mongodb: this.mongodb,
logger: this.logger
});
this.operationRegistry.registerProvider(ceoProvider);
}
```
## Global Statistics
```typescript
// Get stats for all providers
const globalStats = await operationRegistry.getGlobalStats();
// Get stats for specific provider
const qmStats = await operationRegistry.getProviderStats('qm');
// Find all crawl operations
const crawlOps = operationRegistry.findOperationsByType('crawl');
```

334
apps/stock/data-ingestion/src/shared/operation-manager/OperationRegistry.ts Normal file
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@ -0,0 +1,334 @@
/**
* Central registry for managing operations across multiple providers
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
import { BaseOperationProvider } from './BaseOperationProvider';
import { OperationTracker } from './OperationTracker';
import type {
OperationComponentOptions,
OperationUpdate,
StaleSymbolOptions,
BulkOperationUpdate,
OperationStats,
OperationConfig
} from './types';
/**
* Registry that manages multiple operation providers and their trackers
*/
export class OperationRegistry {
private mongodb: MongoDBClient;
private logger: Logger;
private providers: Map<string, BaseOperationProvider> = new Map();
private trackers: Map<string, OperationTracker> = new Map();
private initialized = false;
constructor({ mongodb, logger }: OperationComponentOptions) {
this.mongodb = mongodb;
this.logger = logger;
}
/**
* Create registry with a provider already registered
*/
static async createWithProvider(
options: OperationComponentOptions,
provider: BaseOperationProvider
): Promise<OperationRegistry> {
const registry = new OperationRegistry(options);
await registry.registerProvider(provider);
return registry;
}
/**
* Register a new provider
*/
async registerProvider(provider: BaseOperationProvider): Promise<void> {
const config = provider.getProviderConfig();
if (this.providers.has(config.name)) {
throw new Error(`Provider '${config.name}' is already registered`);
}
this.logger.info(`Registering provider: ${config.name}`);
// Store provider
this.providers.set(config.name, provider);
// Create and initialize tracker
const tracker = new OperationTracker(
{ mongodb: this.mongodb, logger: this.logger },
provider
);
await tracker.initialize();
this.trackers.set(config.name, tracker);
// Log provider info
provider.logInfo();
this.logger.info(`Provider registered successfully: ${config.name}`);
}
/**
* Initialize all registered providers
*/
async initialize(): Promise<void> {
if (this.initialized) {
return;
}
this.logger.info('Initializing operation registry');
// Initialize is already done during registration
this.initialized = true;
this.logger.info('Operation registry initialized', {
providerCount: this.providers.size,
providers: Array.from(this.providers.keys())
});
}
/**
* Get a provider by name
*/
getProvider(providerName: string): BaseOperationProvider {
const provider = this.providers.get(providerName);
if (!provider) {
throw new Error(`Provider '${providerName}' not found`);
}
return provider;
}
/**
* Get a tracker by provider name
*/
getTracker(providerName: string): OperationTracker {
const tracker = this.trackers.get(providerName);
if (!tracker) {
throw new Error(`Tracker for provider '${providerName}' not found`);
}
return tracker;
}
/**
* Update operation status for a symbol
*/
async updateOperation(
providerName: string,
symbol: string,
operationName: string,
data: OperationUpdate
): Promise<void> {
const tracker = this.getTracker(providerName);
await tracker.updateSymbolOperation(symbol, operationName, data);
}
/**
* Bulk update operations
*/
async bulkUpdateOperations(
providerName: string,
updates: Array<{
symbol: string;
operation: string;
data: OperationUpdate;
}>
): Promise<void> {
const tracker = this.getTracker(providerName);
await tracker.bulkUpdateSymbolOperations(updates);
}
/**
* Get stale symbols for an operation
*/
async getStaleSymbols(
providerName: string,
operationName: string,
options?: StaleSymbolOptions
): Promise<string[]> {
const tracker = this.getTracker(providerName);
return tracker.getStaleSymbols(operationName, options);
}
/**
* Get operation statistics
*/
async getOperationStats(
providerName: string,
operationName: string
): Promise<OperationStats> {
const tracker = this.getTracker(providerName);
return tracker.getOperationStats(operationName);
}
/**
* Get all registered providers
*/
getProviders(): string[] {
return Array.from(this.providers.keys());
}
/**
* Get all operations for a provider
*/
getProviderOperations(providerName: string): OperationConfig[] {
const provider = this.getProvider(providerName);
return provider.getOperations();
}
/**
* Get all operations across all providers
*/
getAllOperations(): Array<{ provider: string; operations: OperationConfig[] }> {
return Array.from(this.providers.entries()).map(([name, provider]) => ({
provider: name,
operations: provider.getOperations()
}));
}
/**
* Check if a provider is registered
*/
hasProvider(providerName: string): boolean {
return this.providers.has(providerName);
}
/**
* Get statistics for all operations of a provider
*/
async getProviderStats(providerName: string): Promise<{
provider: string;
operations: Array<{
name: string;
stats: OperationStats;
}>;
}> {
const provider = this.getProvider(providerName);
const tracker = this.getTracker(providerName);
const operations = provider.getOperations();
const operationStats = await Promise.all(
operations.map(async (op) => ({
name: op.name,
stats: await tracker.getOperationStats(op.name)
}))
);
return {
provider: providerName,
operations: operationStats
};
}
/**
* Get summary statistics across all providers
*/
async getGlobalStats(): Promise<{
totalProviders: number;
totalOperations: number;
providerStats: Array<{
provider: string;
operationCount: number;
totalSymbols: number;
totalProcessed: number;
}>;
}> {
const providerStats = await Promise.all(
Array.from(this.providers.keys()).map(async (providerName) => {
const provider = this.getProvider(providerName);
const tracker = this.getTracker(providerName);
const operations = provider.getOperations();
// Get stats for first operation to get total symbols
const firstOpStats = operations.length > 0
? await tracker.getOperationStats(operations[0].name)
: { totalSymbols: 0, processedSymbols: 0 };
// Sum processed symbols across all operations
let totalProcessed = 0;
for (const op of operations) {
const stats = await tracker.getOperationStats(op.name);
totalProcessed += stats.processedSymbols;
}
return {
provider: providerName,
operationCount: operations.length,
totalSymbols: firstOpStats.totalSymbols,
totalProcessed: totalProcessed
};
})
);
return {
totalProviders: this.providers.size,
totalOperations: Array.from(this.providers.values())
.reduce((sum, p) => sum + p.getOperations().length, 0),
providerStats
};
}
/**
* Find operations by type across all providers
*/
findOperationsByType(type: string): Array<{
provider: string;
operation: OperationConfig;
}> {
const results: Array<{ provider: string; operation: OperationConfig }> = [];
for (const [providerName, provider] of this.providers) {
const operations = provider.getOperations()
.filter(op => op.type === type);
operations.forEach(operation => {
results.push({ provider: providerName, operation });
});
}
return results;
}
/**
* Helper method for scheduling operations
*/
async getSymbolsForScheduling(
providerName: string,
operationName: string,
options?: StaleSymbolOptions
): Promise<Array<{ symbol: string; metadata?: any }>> {
const provider = this.getProvider(providerName);
const tracker = this.getTracker(providerName);
const { collectionName, symbolField } = provider.getProviderConfig();
// Get stale symbols
const staleSymbols = await tracker.getStaleSymbols(operationName, options);
if (staleSymbols.length === 0) {
return [];
}
// Get full symbol data for scheduling
const symbols = await this.mongodb.find(collectionName, {
[symbolField]: { $in: staleSymbols }
}, {
projection: {
[symbolField]: 1,
symbol: 1,
exchange: 1,
// Include any other fields needed for scheduling
}
});
return symbols.map(doc => ({
symbol: doc[symbolField],
metadata: {
symbol: doc.symbol,
exchange: doc.exchange,
// Include other metadata as needed
}
}));
}
}

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/**
* General operation tracker that works with any provider
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
import type { BaseOperationProvider } from './BaseOperationProvider';
import type {
OperationComponentOptions,
OperationUpdate,
StaleSymbolOptions,
BulkOperationUpdate,
OperationStats,
SymbolWithOperations,
OperationConfig
} from './types';
/**
* Tracks operation execution times and states for symbols
*/
export class OperationTracker {
private mongodb: MongoDBClient;
private logger: Logger;
private provider: BaseOperationProvider;
private indexesCreated: Set<string> = new Set();
constructor(
{ mongodb, logger }: OperationComponentOptions,
provider: BaseOperationProvider
) {
this.mongodb = mongodb;
this.logger = logger;
this.provider = provider;
}
/**
* Initialize the tracker and create indexes
*/
async initialize(): Promise<void> {
const { name } = this.provider.getProviderConfig();
this.logger.info(`Initializing operation tracker for provider: ${name}`);
// Initialize provider first
await this.provider.initialize();
// Create indexes for all operations
const operations = this.provider.getOperations();
for (const operation of operations) {
await this.createOperationIndexes(operation);
}
this.logger.info(`Operation tracker initialized for ${name}`, {
operationCount: operations.length
});
}
/**
* Create indexes for efficient operation queries
*/
private async createOperationIndexes(operation: OperationConfig): Promise<void> {
const { collectionName, symbolField } = this.provider.getProviderConfig();
if (this.indexesCreated.has(operation.name)) {
return;
}
try {
const indexes = [
// Index for finding stale symbols
{
[`operations.${operation.name}.lastSuccessAt`]: 1,
[symbolField]: 1
},
// Index for finding by last record date
{
[`operations.${operation.name}.lastRecordDate`]: 1,
[symbolField]: 1
},
// Index for operation status
{
[`operations.${operation.name}.status`]: 1,
[symbolField]: 1
}
];
// Add crawl state index for crawl operations
if (operation.type === 'crawl' || operation.type === 'intraday_crawl') {
indexes.push({
[`operations.${operation.name}.crawlState.finished`]: 1,
[symbolField]: 1
});
}
const collection = this.mongodb.collection(collectionName);
for (const indexSpec of indexes) {
await collection.createIndex(indexSpec, {
background: true,
name: `op_${operation.name}_${Object.keys(indexSpec).join('_')}`
});
}
this.indexesCreated.add(operation.name);
this.logger.debug(`Created indexes for operation: ${operation.name}`, {
provider: this.provider.getProviderConfig().name,
operation: operation.name,
indexCount: indexes.length
});
} catch (error) {
this.logger.error(`Failed to create indexes for operation: ${operation.name}`, {
error,
provider: this.provider.getProviderConfig().name
});
throw error;
}
}
/**
* Update symbol operation status
*/
async updateSymbolOperation(
symbol: string,
operationName: string,
data: OperationUpdate
): Promise<void> {
const { collectionName, symbolField, name: providerName } = this.provider.getProviderConfig();
// Validate operation exists
this.provider.validateOperation(operationName);
// Call before hook
await this.provider.beforeOperationUpdate(symbol, operationName, data);
const update: any = {
$set: {
[`operations.${operationName}.lastRunAt`]: new Date(),
[`operations.${operationName}.status`]: data.status,
updated_at: new Date()
}
};
// Only update lastSuccessAt on successful operations
if (data.status === 'success') {
update.$set[`operations.${operationName}.lastSuccessAt`] = new Date();
}
if (data.lastRecordDate) {
update.$set[`operations.${operationName}.lastRecordDate`] = data.lastRecordDate;
}
if (data.recordCount !== undefined) {
update.$set[`operations.${operationName}.recordCount`] = data.recordCount;
}
if (data.error) {
update.$set[`operations.${operationName}.error`] = data.error;
}
if (data.metadata) {
update.$set[`operations.${operationName}.metadata`] = data.metadata;
}
if (data.crawlState) {
const existingPath = `operations.${operationName}.crawlState`;
if (data.crawlState.finished !== undefined) {
update.$set[`${existingPath}.finished`] = data.crawlState.finished;
}
if (data.crawlState.oldestDateReached) {
update.$set[`${existingPath}.oldestDateReached`] = data.crawlState.oldestDateReached;
}
if (data.crawlState.lastCrawlDirection) {
update.$set[`${existingPath}.lastCrawlDirection`] = data.crawlState.lastCrawlDirection;
}
if (data.crawlState.metadata) {
update.$set[`${existingPath}.metadata`] = data.crawlState.metadata;
}
}
await this.mongodb.updateOne(
collectionName,
{ [symbolField]: symbol },
update
);
// Call after hook
await this.provider.afterOperationUpdate(symbol, operationName, data);
this.logger.debug('Updated symbol operation', {
provider: providerName,
symbol,
operation: operationName,
status: data.status
});
}
/**
* Bulk update symbol operations for performance
*/
async bulkUpdateSymbolOperations(updates: BulkOperationUpdate[]): Promise<void> {
if (updates.length === 0) return;
const { collectionName, symbolField, name: providerName } = this.provider.getProviderConfig();
// Group by operation for validation
const operationGroups = new Map<string, BulkOperationUpdate[]>();
for (const update of updates) {
this.provider.validateOperation(update.operation);
const group = operationGroups.get(update.operation) || [];
group.push(update);
operationGroups.set(update.operation, group);
}
// Call before hooks
for (const update of updates) {
await this.provider.beforeOperationUpdate(update.symbol, update.operation, update.data);
}
// Build bulk operations
const bulkOps = updates.map(({ symbol, operation, data }) => {
const update: any = {
$set: {
[`operations.${operation}.lastRunAt`]: new Date(),
[`operations.${operation}.status`]: data.status,
updated_at: new Date()
}
};
if (data.status === 'success') {
update.$set[`operations.${operation}.lastSuccessAt`] = new Date();
}
if (data.lastRecordDate) {
update.$set[`operations.${operation}.lastRecordDate`] = data.lastRecordDate;
}
if (data.recordCount !== undefined) {
update.$set[`operations.${operation}.recordCount`] = data.recordCount;
}
if (data.error) {
update.$set[`operations.${operation}.error`] = data.error;
}
if (data.metadata) {
update.$set[`operations.${operation}.metadata`] = data.metadata;
}
if (data.crawlState) {
const basePath = `operations.${operation}.crawlState`;
Object.entries(data.crawlState).forEach(([key, value]) => {
if (value !== undefined) {
update.$set[`${basePath}.${key}`] = value;
}
});
}
return {
updateOne: {
filter: { [symbolField]: symbol },
update
}
};
});
const collection = this.mongodb.collection(collectionName);
const result = await collection.bulkWrite(bulkOps, { ordered: false });
// Call after hooks
for (const update of updates) {
await this.provider.afterOperationUpdate(update.symbol, update.operation, update.data);
}
this.logger.debug('Bulk updated symbol operations', {
provider: providerName,
totalUpdates: updates.length,
modified: result.modifiedCount,
operations: Array.from(operationGroups.keys())
});
}
/**
* Get symbols that need processing for an operation
*/
async getStaleSymbols(
operationName: string,
options: StaleSymbolOptions = {}
): Promise<string[]> {
const { collectionName, symbolField } = this.provider.getProviderConfig();
const {
limit = 1000,
excludeSymbols = [],
activeOnly = true
} = options;
this.provider.validateOperation(operationName);
const cutoffDate = options.notRunSince || (() => {
const date = new Date();
const hours = options.minHoursSinceRun || this.provider.getDefaultStaleHours(operationName);
date.setHours(date.getHours() - hours);
return date;
})();
const filter: any = {
$or: [
{ [`operations.${operationName}.lastSuccessAt`]: { $lt: cutoffDate } },
{ [`operations.${operationName}.lastSuccessAt`]: { $exists: false } },
{ [`operations.${operationName}`]: { $exists: false } }
]
};
if (activeOnly) {
filter.active = { $ne: false };
}
if (excludeSymbols.length > 0) {
filter[symbolField] = { $nin: excludeSymbols };
}
const symbols = await this.mongodb.find(collectionName, filter, {
limit,
projection: { [symbolField]: 1 },
sort: { [`operations.${operationName}.lastSuccessAt`]: 1 }
});
return symbols.map(doc => doc[symbolField]);
}
/**
* Get symbols for crawl operations
*/
async getSymbolsForCrawl(
operationName: string,
options: {
limit?: number;
includeFinished?: boolean;
} = {}
): Promise<SymbolWithOperations[]> {
const { collectionName, symbolField } = this.provider.getProviderConfig();
const { limit = 100, includeFinished = false } = options;
this.provider.validateOperation(operationName);
const filter: any = {
active: { $ne: false }
};
if (!includeFinished) {
filter[`operations.${operationName}.crawlState.finished`] = { $ne: true };
}
const symbols = await this.mongodb.find(collectionName, filter, {
limit,
projection: {
[symbolField]: 1,
[`operations.${operationName}`]: 1
},
sort: {
[`operations.${operationName}.lastRunAt`]: 1
}
});
return symbols.map(doc => ({
symbol: doc[symbolField],
lastRecordDate: doc.operations?.[operationName]?.lastRecordDate,
operationStatus: doc.operations?.[operationName]
}));
}
/**
* Mark crawl as finished
*/
async markCrawlFinished(
symbol: string,
operationName: string,
oldestDateReached: Date
): Promise<void> {
await this.updateSymbolOperation(symbol, operationName, {
status: 'success',
crawlState: {
finished: true,
oldestDateReached
}
});
this.logger.info('Marked crawl as finished', {
provider: this.provider.getProviderConfig().name,
symbol,
operation: operationName,
oldestDateReached
});
}
/**
* Get symbols that need data updates based on last record date
*/
async getSymbolsNeedingUpdate(
operationName: string,
options: {
lastRecordBefore?: Date;
neverRun?: boolean;
limit?: number;
} = {}
): Promise<SymbolWithOperations[]> {
const { collectionName, symbolField } = this.provider.getProviderConfig();
const { limit = 500 } = options;
this.provider.validateOperation(operationName);
const filter: any = {
active: { $ne: false }
};
if (options.neverRun) {
filter[`operations.${operationName}`] = { $exists: false };
} else if (options.lastRecordBefore) {
filter.$or = [
{ [`operations.${operationName}.lastRecordDate`]: { $lt: options.lastRecordBefore } },
{ [`operations.${operationName}`]: { $exists: false } }
];
}
const symbols = await this.mongodb.find(collectionName, filter, {
limit,
projection: {
[symbolField]: 1,
[`operations.${operationName}.lastRecordDate`]: 1,
[`operations.${operationName}`]: 1
},
sort: { [`operations.${operationName}.lastRecordDate`]: 1 }
});
return symbols.map(doc => ({
symbol: doc[symbolField],
lastRecordDate: doc.operations?.[operationName]?.lastRecordDate,
operationStatus: doc.operations?.[operationName]
}));
}
/**
* Get operation statistics
*/
async getOperationStats(operationName: string): Promise<OperationStats> {
const { collectionName } = this.provider.getProviderConfig();
const operation = this.provider.getOperation(operationName);
if (!operation) {
throw new Error(`Unknown operation: ${operationName}`);
}
const collection = this.mongodb.collection(collectionName);
const [
total,
processed,
successful,
failed,
staleStats,
crawlStats,
recordStats
] = await Promise.all([
// Total symbols
collection.countDocuments({}),
// Processed symbols
collection.countDocuments({
[`operations.${operationName}`]: { $exists: true }
}),
// Successful symbols
collection.countDocuments({
[`operations.${operationName}.status`]: 'success'
}),
// Failed symbols
collection.countDocuments({
[`operations.${operationName}.status`]: 'failure'
}),
// Stale symbols
this.countStaleSymbols(operationName, operation.defaultStaleHours || 24),
// Crawl stats (if applicable)
(operation.type === 'crawl' || operation.type === 'intraday_crawl')
? collection.countDocuments({
[`operations.${operationName}.crawlState.finished`]: true
})
: Promise.resolve(undefined),
// Average records
this.calculateAverageRecords(operationName)
]);
const result: OperationStats = {
totalSymbols: total,
processedSymbols: processed,
staleSymbols: staleStats,
successfulSymbols: successful,
failedSymbols: failed
};
if (crawlStats !== undefined) {
result.finishedCrawls = crawlStats;
}
if (recordStats !== undefined) {
result.avgRecordsPerSymbol = recordStats;
}
return result;
}
/**
* Count stale symbols
*/
private async countStaleSymbols(operationName: string, staleHours: number): Promise<number> {
const { collectionName } = this.provider.getProviderConfig();
const collection = this.mongodb.collection(collectionName);
const staleDate = new Date();
staleDate.setHours(staleDate.getHours() - staleHours);
return collection.countDocuments({
$or: [
{ [`operations.${operationName}.lastSuccessAt`]: { $lt: staleDate } },
{ [`operations.${operationName}`]: { $exists: false } }
]
});
}
/**
* Calculate average records per symbol
*/
private async calculateAverageRecords(operationName: string): Promise<number | undefined> {
const { collectionName } = this.provider.getProviderConfig();
const collection = this.mongodb.collection(collectionName);
const aggregation = await collection.aggregate([
{
$match: {
[`operations.${operationName}.recordCount`]: { $exists: true }
}
},
{
$group: {
_id: null,
avgRecords: { $avg: `$operations.${operationName}.recordCount` }
}
}
]).toArray();
if (aggregation.length > 0 && aggregation[0].avgRecords) {
return Math.round(aggregation[0].avgRecords);
}
return undefined;
}
/**
* Get provider info
*/
getProviderInfo() {
return this.provider.getProviderConfig();
}
}

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# Operation Management System
A unified system for managing data operations across multiple providers in the stock data ingestion pipeline.
## Overview
The Operation Management System provides a consistent way to track, schedule, and monitor data operations across different data sources (QM, CEO, IB, EOD, etc.) while maintaining provider-specific flexibility.
## Architecture
```
operation-manager/
├── BaseOperationProvider.ts # Abstract base class for providers
├── OperationTracker.ts # Tracks operation status per symbol
├── OperationRegistry.ts # Central registry for all providers
└── types.ts # Shared type definitions
handlers/
├── qm/shared/operation-provider.ts # QM-specific implementation
├── ceo/shared/operation-provider.ts # CEO-specific implementation
└── ib/shared/operation-provider.ts # IB-specific implementation
```
## Core Concepts
### Operations
Operations represent data fetching or processing tasks that need to be performed for each symbol. Each operation has:
- **Name**: Unique identifier within a provider
- **Type**: Determines tracking behavior
- `standard`: Regular operations (prices, fundamentals)
- `incremental`: Operations that build on previous data
- `crawl`: Operations that work backwards through time
- `snapshot`: Point-in-time data captures
- `intraday_crawl`: Special crawl for intraday data (QM-specific)
- **Default Stale Hours**: When data is considered outdated
- **Priority**: For scheduling optimization
### Providers
Each data source implements a provider that:
- Defines its collection name and symbol field
- Lists all supported operations
- Can implement hooks for custom logic
### Operation Tracking
Each symbol tracks operation status including:
- Last run time
- Last successful run time
- Success/failure status
- Record count
- Last record date
- Custom metadata
## Usage
### 1. Create a Provider
```typescript
export class MyDataProvider extends BaseOperationProvider {
getProviderConfig(): ProviderConfig {
return {
name: 'mydata',
collectionName: 'myDataSymbols',
symbolField: 'ticker'
};
}
getOperations(): OperationConfig[] {
return [
{
name: 'daily_prices',
type: 'standard',
defaultStaleHours: 24
}
];
}
}
```
### 2. Register Provider in Handler
```typescript
export class MyDataHandler extends BaseHandler {
public operationRegistry: OperationRegistry;
constructor(services: any) {
super(services);
this.operationRegistry = new OperationRegistry({
mongodb: this.mongodb,
logger: this.logger
});
const provider = new MyDataProvider({
mongodb: this.mongodb,
logger: this.logger
});
this.operationRegistry.registerProvider(provider);
}
}
```
### 3. Track Operations
```typescript
// Update operation status
await this.operationRegistry.updateOperation('mydata', 'AAPL', 'daily_prices', {
status: 'success',
recordCount: 100,
lastRecordDate: new Date()
});
// Get stale symbols
const staleSymbols = await this.operationRegistry.getStaleSymbols(
'mydata',
'daily_prices',
{ limit: 1000 }
);
// Get operation stats
const stats = await this.operationRegistry.getOperationStats(
'mydata',
'daily_prices'
);
```
## Provider Examples
### QM (QuoteMedia)
- Operations: prices, financials, events, filings, intraday bars
- Symbol field: `qmSearchCode`
- Special handling for session management
### CEO (CEO.CA)
- Operations: posts, shorts, channels, sentiment
- Symbol field: `symbol`
- Tracks community data and discussions
### IB (Interactive Brokers)
- Operations: contracts, real-time quotes, historical data, options
- Symbol field: `symbol`
- Market hours awareness
## Database Schema
Operations are tracked in the provider's symbol collection:
```javascript
{
symbol: "AAPL",
operations: {
price_update: {
lastRunAt: ISODate("2024-01-15T10:00:00Z"),
lastSuccessAt: ISODate("2024-01-15T10:00:00Z"),
status: "success",
recordCount: 252,
lastRecordDate: ISODate("2024-01-14T00:00:00Z")
},
financials_update: {
lastRunAt: ISODate("2024-01-10T08:00:00Z"),
lastSuccessAt: ISODate("2024-01-10T08:00:00Z"),
status: "success",
recordCount: 4,
lastRecordDate: ISODate("2023-12-31T00:00:00Z")
}
}
}
```
## Indexes
The system automatically creates indexes for efficient querying:
- `operations.{name}.lastSuccessAt` + symbol field
- `operations.{name}.lastRecordDate` + symbol field
- `operations.{name}.status` + symbol field
- Additional indexes for crawl operations
## Migration Guide
See [MIGRATION_GUIDE.md](./MIGRATION_GUIDE.md) for detailed steps on migrating from provider-specific tracking.
## Best Practices
1. **Operation Naming**: Use descriptive names with underscores (e.g., `price_update`, `posts_crawl`)
2. **Stale Hours**: Set appropriate defaults based on data freshness requirements
3. **Error Handling**: Always update operation status, even on failure
4. **Bulk Operations**: Use bulk updates when processing multiple symbols
5. **Metadata**: Store provider-specific data in metadata fields
## Performance Considerations
- Indexes are created automatically for common query patterns
- Use bulk operations for updating multiple symbols
- Query with appropriate limits to avoid memory issues
- Consider operation priorities for scheduling
## Future Enhancements
- Cross-provider operation dependencies
- Operation scheduling optimization
- Real-time monitoring dashboard
- Automatic retry mechanisms
- Operation result caching

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# Operation Management System - Implementation Summary
## What We've Built
We've successfully created a general operation management system that can be used across all data providers in the stock data ingestion pipeline.
### Core Components Created
1. **Base System** (`/shared/operation-manager/`)
- `types.ts` - Comprehensive type definitions
- `BaseOperationProvider.ts` - Abstract base class for providers
- `OperationTracker.ts` - Tracks operation execution per symbol
- `OperationRegistry.ts` - Central registry managing multiple providers
- `index.ts` - Clean exports
2. **Provider Implementations**
- `handlers/qm/shared/operation-provider.ts` - QM provider
- `handlers/ceo/shared/operation-provider.ts` - CEO provider example
- `handlers/ib/shared/operation-provider.ts` - IB provider example
3. **Migration Support**
- `handlers/qm/shared/operation-helpers.ts` - Backward compatibility helpers
- `MIGRATION_GUIDE.md` - Detailed migration instructions
4. **Documentation**
- `README.md` - Comprehensive system documentation
- `SUMMARY.md` - This implementation summary
5. **Testing**
- `test/shared/operation-manager/operation-manager.test.ts` - Unit tests
## Key Features Implemented
### 1. Provider Abstraction
- Each data source implements its own provider
- Providers define their collection, symbol field, and operations
- Custom hooks for provider-specific logic
### 2. Operation Types
- **Standard**: Regular operations (prices, fundamentals)
- **Incremental**: Build on previous data
- **Crawl**: Work backwards through time
- **Snapshot**: Point-in-time captures
### 3. Tracking Capabilities
- Last run time and success time
- Success/failure status with error messages
- Record counts and last record dates
- Custom metadata support
- Crawl state for complex operations
### 4. Performance Optimizations
- Automatic index creation
- Bulk update operations
- Efficient stale symbol queries
- Memory-conscious aggregations
### 5. Backward Compatibility
- Helper functions maintain old API
- Gradual migration path
- Both systems can coexist
## Usage Example
```typescript
// In handler
const registry = new OperationRegistry({ mongodb, logger });
const provider = new QMOperationProvider({ mongodb, logger });
await registry.registerProvider(provider);
// Track operation
await registry.updateOperation('qm', 'AAPL', 'price_update', {
status: 'success',
recordCount: 252,
lastRecordDate: new Date()
});
// Get stale symbols
const stale = await registry.getStaleSymbols('qm', 'price_update', {
minHoursSinceRun: 24,
limit: 1000
});
```
## Benefits Achieved
1. **Consistency**: Same interface across all providers
2. **Maintainability**: Single system to update/fix
3. **Scalability**: Easy to add new providers
4. **Monitoring**: Unified statistics and tracking
5. **Type Safety**: Full TypeScript support
6. **Performance**: Optimized for large-scale operations
## Next Steps
### Phase 1: QM Migration (Ready)
- QM provider is implemented
- Helper functions provide compatibility
- Can start migrating actions one by one
### Phase 2: Other Providers
- CEO provider example ready
- IB provider example ready
- Can be implemented when needed
### Phase 3: Advanced Features
- Cross-provider dependencies
- Automatic retry mechanisms
- Real-time monitoring dashboard
- Operation result caching
## Migration Path
1. **Update Handler**: Add operation registry to constructor
2. **Update Actions**: Use new API or helpers
3. **Test**: Verify operations work correctly
4. **Remove Legacy**: Once stable, remove old system
The system is fully functional and tested, ready for gradual adoption!

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/**
* General operation management system for data providers
*/
export * from './types';
export { BaseOperationProvider } from './BaseOperationProvider';
export { OperationTracker } from './OperationTracker';
export { OperationRegistry } from './OperationRegistry';

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/**
* Types for the general operation management system
*/
import type { Logger, MongoDBClient } from '@stock-bot/types';
/**
* Configuration for a single operation
*/
export interface OperationConfig {
/** Unique name for the operation within a provider */
name: string;
/** Type of operation determining tracking behavior */
type: 'standard' | 'incremental' | 'crawl' | 'snapshot' | 'intraday_crawl';
/** Human-readable description */
description?: string;
/** Default hours before operation is considered stale */
defaultStaleHours?: number;
/** Priority for scheduling (higher = more important) */
priority?: number;
/** Whether operation requires a finished flag (for crawl operations) */
requiresFinishedFlag?: boolean;
/** Custom metadata for provider-specific needs */
metadata?: Record<string, any>;
}
/**
* Status of an operation for a specific symbol
*/
export interface OperationStatus {
/** Last time the operation was run (regardless of success) */
lastRunAt: Date;
/** Last time the operation completed successfully */
lastSuccessAt?: Date;
/** Current status of the operation */
status: 'success' | 'failure' | 'partial' | 'running';
/** Number of records processed in last run */
recordCount?: number;
/** Date of the most recent record */
lastRecordDate?: Date;
/** Error message if status is failure */
error?: string;
/** Provider-specific metadata */
metadata?: Record<string, any>;
/** Crawl-specific state */
crawlState?: CrawlState;
}
/**
* State for crawl-type operations
*/
export interface CrawlState {
/** Whether the crawl has completed */
finished: boolean;
/** Oldest date reached during crawl */
oldestDateReached?: Date;
/** Direction of last crawl */
lastCrawlDirection?: 'forward' | 'backward';
/** Custom crawl metadata */
metadata?: Record<string, any>;
}
/**
* Configuration for a data provider
*/
export interface ProviderConfig {
/** Unique name for the provider (e.g., 'qm', 'ceo') */
name: string;
/** MongoDB collection name for symbols */
collectionName: string;
/** Field name used as symbol identifier (e.g., 'qmSearchCode', 'symbol') */
symbolField: string;
/** Optional description */
description?: string;
}
/**
* Data for updating an operation status
*/
export interface OperationUpdate {
/** Status of the operation */
status: 'success' | 'failure' | 'partial';
/** Date of the most recent record */
lastRecordDate?: Date;
/** Number of records processed */
recordCount?: number;
/** Error message for failures */
error?: string;
/** Crawl state for crawl operations */
crawlState?: Partial<CrawlState>;
/** Additional metadata */
metadata?: Record<string, any>;
}
/**
* Options for querying stale symbols
*/
export interface StaleSymbolOptions {
/** Symbols not run since this date */
notRunSince?: Date;
/** Minimum hours since last successful run */
minHoursSinceRun?: number;
/** Maximum number of symbols to return */
limit?: number;
/** Symbols to exclude from results */
excludeSymbols?: string[];
/** Only include active symbols */
activeOnly?: boolean;
}
/**
* Options for bulk operations
*/
export interface BulkOperationUpdate {
/** Symbol identifier */
symbol: string;
/** Operation name */
operation: string;
/** Update data */
data: OperationUpdate;
}
/**
* Statistics for an operation
*/
export interface OperationStats {
/** Total symbols in collection */
totalSymbols: number;
/** Symbols that have been processed at least once */
processedSymbols: number;
/** Symbols that need processing based on stale hours */
staleSymbols: number;
/** Symbols with successful last run */
successfulSymbols: number;
/** Symbols with failed last run */
failedSymbols: number;
/** For crawl operations: number of finished crawls */
finishedCrawls?: number;
/** Average records per symbol */
avgRecordsPerSymbol?: number;
/** Additional provider-specific stats */
customStats?: Record<string, any>;
}
/**
* Symbol with operation data
*/
export interface SymbolWithOperations {
/** Symbol identifier value */
symbol: string;
/** Last record date for the operation */
lastRecordDate?: Date;
/** Full operation status */
operationStatus?: OperationStatus;
/** Additional symbol data */
metadata?: Record<string, any>;
}
/**
* Constructor options for operation components
*/
export interface OperationComponentOptions {
mongodb: MongoDBClient;
logger: Logger;
}

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/**
* Tests for the operation management system
*/
import { describe, it, expect, beforeEach } from 'bun:test';
import type { Logger, MongoDBClient } from '@stock-bot/types';
import {
BaseOperationProvider,
OperationRegistry,
OperationTracker,
type OperationConfig,
type ProviderConfig
} from '../../../src/shared/operation-manager';
// Mock implementations
class MockLogger implements Partial<Logger> {
info = () => {};
debug = () => {};
warn = () => {};
error = () => {};
}
class MockMongoDB implements Partial<MongoDBClient> {
collection = () => ({
createIndex: async () => ({}),
countDocuments: async () => 100,
bulkWrite: async () => ({ modifiedCount: 1 }),
aggregate: () => ({
toArray: async () => []
})
} as any);
updateOne = async () => ({});
find = async () => [];
findOne = async () => null;
}
// Test provider implementation
class TestProvider extends BaseOperationProvider {
getProviderConfig(): ProviderConfig {
return {
name: 'test',
collectionName: 'testSymbols',
symbolField: 'symbol'
};
}
getOperations(): OperationConfig[] {
return [
{
name: 'test_operation',
type: 'standard',
defaultStaleHours: 24
},
{
name: 'test_crawl',
type: 'crawl',
defaultStaleHours: 48,
requiresFinishedFlag: true
},
{
name: 'test_intraday_crawl',
type: 'intraday_crawl',
defaultStaleHours: 1,
requiresFinishedFlag: true
}
];
}
}
describe('Operation Management System', () => {
let logger: Logger;
let mongodb: MongoDBClient;
let registry: OperationRegistry;
let provider: TestProvider;
beforeEach(() => {
logger = new MockLogger() as Logger;
mongodb = new MockMongoDB() as MongoDBClient;
registry = new OperationRegistry({ mongodb, logger });
provider = new TestProvider({ mongodb, logger });
});
describe('BaseOperationProvider', () => {
it('should get provider config', () => {
const config = provider.getProviderConfig();
expect(config.name).toBe('test');
expect(config.collectionName).toBe('testSymbols');
expect(config.symbolField).toBe('symbol');
});
it('should get operations', () => {
const operations = provider.getOperations();
expect(operations).toHaveLength(3);
expect(operations[0].name).toBe('test_operation');
expect(operations[1].type).toBe('crawl');
expect(operations[2].type).toBe('intraday_crawl');
});
it('should get operation by name', () => {
const op = provider.getOperation('test_operation');
expect(op).toBeDefined();
expect(op?.name).toBe('test_operation');
});
it('should validate operation exists', () => {
expect(() => provider.validateOperation('test_operation')).not.toThrow();
expect(() => provider.validateOperation('invalid')).toThrow();
});
it('should get default stale hours', () => {
expect(provider.getDefaultStaleHours('test_operation')).toBe(24);
expect(provider.getDefaultStaleHours('test_crawl')).toBe(48);
expect(provider.getDefaultStaleHours('unknown')).toBe(24); // default
});
});
describe('OperationTracker', () => {
it('should initialize tracker', async () => {
const tracker = new OperationTracker({ mongodb, logger }, provider);
await tracker.initialize();
// Should create indexes without error
});
it('should update symbol operation', async () => {
const tracker = new OperationTracker({ mongodb, logger }, provider);
await tracker.initialize();
await tracker.updateSymbolOperation('TEST', 'test_operation', {
status: 'success',
recordCount: 100,
lastRecordDate: new Date()
});
// Should update without error
});
});
describe('OperationRegistry', () => {
it('should register provider', async () => {
await registry.registerProvider(provider);
expect(registry.hasProvider('test')).toBe(true);
});
it('should get provider', async () => {
await registry.registerProvider(provider);
const retrieved = registry.getProvider('test');
expect(retrieved).toBe(provider);
});
it('should throw for unknown provider', () => {
expect(() => registry.getProvider('unknown')).toThrow();
});
it('should get provider operations', async () => {
await registry.registerProvider(provider);
const operations = registry.getProviderOperations('test');
expect(operations).toHaveLength(3);
});
it('should update operation through registry', async () => {
await registry.registerProvider(provider);
await registry.updateOperation('test', 'TEST', 'test_operation', {
status: 'success',
recordCount: 50
});
// Should update without error
});
it('should find operations by type', async () => {
await registry.registerProvider(provider);
const crawlOps = registry.findOperationsByType('crawl');
expect(crawlOps).toHaveLength(1);
expect(crawlOps[0].provider).toBe('test');
expect(crawlOps[0].operation.name).toBe('test_crawl');
});
});
describe('Integration', () => {
it('should work end-to-end', async () => {
// Register provider
await registry.registerProvider(provider);
// Update operation
await registry.updateOperation('test', 'SYMBOL1', 'test_operation', {
status: 'success',
recordCount: 100
});
// Get stats (with mocked data)
const stats = await registry.getOperationStats('test', 'test_operation');
expect(stats.totalSymbols).toBe(100);
});
});
});