qm scaffolding done

This commit is contained in:
Boki 2025-06-28 20:48:17 -04:00
parent 736b86e66a
commit c799962f05
11 changed files with 1693 additions and 336 deletions

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/**
* QM Corporate Actions - Fetch and update dividends, splits, and earnings together
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): Promise<QMOperationTracker> {
if (!operationTracker) {
const { initializeQMOperations } = await import('../shared/operation-registry');
operationTracker = await initializeQMOperations(handler.mongodb, handler.logger);
}
return operationTracker;
}
/**
* Update corporate actions (dividends, splits, earnings) for a single symbol
* Single API call returns all three data types
*/
export async function updateCorporateActions(
this: BaseHandler,
input: {
symbol: string;
symbolId: number;
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: {
dividends: number;
splits: number;
earnings: number;
};
}> {
const { symbol, symbolId } = input;
this.logger.info('Fetching corporate actions', { symbol, symbolId });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session - you'll need to add the appropriate session ID
const sessionId = QM_SESSION_IDS.LOOKUP; // TODO: Update with correct session ID
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM corporate actions`);
}
try {
// Build API request for corporate actions
const searchParams = new URLSearchParams({
symbol: symbol,
symbolId: symbolId.toString(),
qmodTool: 'CorporateActions', // Assuming this returns all three
webmasterId: '500'
});
// TODO: Update with correct corporate actions endpoint
const apiUrl = `${QM_CONFIG.BASE_URL}/datatool/corporate-actions.json?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const corporateData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
const tracker = await getOperationTracker(this);
let dividendCount = 0;
let splitCount = 0;
let earningsCount = 0;
// Process dividends
if (corporateData.dividends && corporateData.dividends.length > 0) {
await this.mongodb.batchUpsert(
'qmDividends',
corporateData.dividends.map((dividend: any) => ({
...dividend,
symbol,
symbolId,
updated_at: new Date()
})),
['symbol', 'exDate', 'recordDate']
);
dividendCount = corporateData.dividends.length;
}
// Process splits
if (corporateData.splits && corporateData.splits.length > 0) {
await this.mongodb.batchUpsert(
'qmSplits',
corporateData.splits.map((split: any) => ({
...split,
symbol,
symbolId,
updated_at: new Date()
})),
['symbol', 'splitDate', 'ratio']
);
splitCount = corporateData.splits.length;
}
// Process earnings
if (corporateData.earnings && corporateData.earnings.length > 0) {
await this.mongodb.batchUpsert(
'qmEarnings',
corporateData.earnings.map((earning: any) => ({
...earning,
symbol,
symbolId,
updated_at: new Date()
})),
['symbol', 'reportDate', 'fiscalQuarter']
);
earningsCount = corporateData.earnings.length;
}
// Update tracking for corporate actions
const updateTime = new Date();
await tracker.updateSymbolOperation(symbol, 'corporate_actions_update', {
status: 'success',
lastRecordDate: updateTime,
recordCount: dividendCount + splitCount + earningsCount
});
this.logger.info('Corporate actions updated successfully', {
symbol,
dividendCount,
splitCount,
earningsCount
});
return {
success: true,
symbol,
message: `Corporate actions updated for ${symbol}`,
data: {
dividends: dividendCount,
splits: splitCount,
earnings: earningsCount
}
};
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching corporate actions', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
// Track failure for corporate actions
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'corporate_actions_update', {
status: 'failure'
});
return {
success: false,
symbol,
message: `Failed to fetch corporate actions: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule corporate actions updates for symbols that need refreshing
*/
export async function scheduleCorporateActionsUpdates(
this: BaseHandler,
input: {
limit?: number;
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
errors: number;
}> {
const { limit = 100, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling corporate actions updates', { limit, forceUpdate });
try {
// Get symbols that need corporate actions updates
const staleSymbols = await tracker.getStaleSymbols('corporate_actions_update', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need corporate actions updates');
return {
message: 'No symbols need corporate actions updates',
symbolsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${staleSymbols.length} symbols needing corporate actions updates`);
// Get full symbol data to include symbolId
const symbolDocs = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols.slice(0, limit) } // Apply limit after deduplication
}, {
projection: { symbol: 1, symbolId: 1 }
});
let queued = 0;
let errors = 0;
// Schedule individual update jobs for each symbol
for (const doc of symbolDocs) {
try {
if (!doc.symbolId) {
this.logger.warn(`Symbol ${doc.symbol} missing symbolId, skipping`);
continue;
}
await this.scheduleOperation('update-corporate-actions', {
symbol: doc.symbol,
symbolId: doc.symbolId
}, {
priority: 4,
delay: queued * 1500 // 1.5 seconds between jobs
});
queued++;
} catch (error) {
this.logger.error(`Failed to schedule corporate actions update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Corporate actions update scheduling completed', {
symbolsQueued: queued,
errors,
total: staleSymbols.length
});
return {
message: `Scheduled corporate actions updates for ${queued} symbols`,
symbolsQueued: queued,
errors
};
} catch (error) {
this.logger.error('Corporate actions scheduling failed', { error });
throw error;
}
}

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/**
* QM Filings Actions - Fetch and update SEC filings
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): 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
*/
export async function updateFilings(
this: BaseHandler,
input: {
symbol: string;
symbolId: number;
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: any;
}> {
const { symbol, symbolId } = input;
this.logger.info('Fetching filings', { symbol, symbolId });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session - you'll need to add the appropriate session ID for filings
const sessionId = QM_SESSION_IDS.LOOKUP; // TODO: Update with correct session ID
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM filings`);
}
try {
// Build API request for filings
const searchParams = new URLSearchParams({
symbol: symbol,
symbolId: symbolId.toString(),
qmodTool: 'Filings',
webmasterId: '500',
limit: '50' // Get recent filings
});
// TODO: Update with correct filings endpoint
const apiUrl = `${QM_CONFIG.BASE_URL}/datatool/filings.json?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const filingsData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Process and store filings data
if (filingsData && filingsData.length > 0) {
// Store filings in a separate collection
await this.mongodb.batchUpsert(
'qmFilings',
filingsData.map((filing: any) => ({
...filing,
symbol,
symbolId,
updated_at: new Date()
})),
['symbol', 'filingDate', 'formType', 'accessionNumber'] // Unique keys
);
// Update symbol to track last filings update
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'filings_update', {
status: 'success',
lastRecordDate: new Date(),
recordCount: filingsData.length
});
this.logger.info('Filings updated successfully', {
symbol,
filingsCount: filingsData.length
});
return {
success: true,
symbol,
message: `Filings updated for ${symbol}`,
data: { count: filingsData.length }
};
} else {
// Some symbols may not have filings (non-US companies, etc)
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'filings_update', {
status: 'success',
lastRecordDate: new Date(),
recordCount: 0
});
this.logger.info('No filings found for symbol', { symbol });
return {
success: true,
symbol,
message: `No filings found for ${symbol}`,
data: { count: 0 }
};
}
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching filings', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'filings_update', {
status: 'failure'
});
return {
success: false,
symbol,
message: `Failed to fetch filings: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule filings updates for symbols that need refreshing
*/
export async function scheduleFilingsUpdates(
this: BaseHandler,
input: {
limit?: number;
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
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', {
minHoursSinceRun: forceUpdate ? 0 : 24, // Daily for filings
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need filings updates');
return {
message: 'No symbols need filings updates',
symbolsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${staleSymbols.length} symbols needing filings updates`);
// Get full symbol data to include symbolId
const symbolDocs = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols }
}, {
projection: { symbol: 1, symbolId: 1 }
});
let queued = 0;
let errors = 0;
// Schedule individual update jobs for each symbol
for (const doc of symbolDocs) {
try {
if (!doc.symbolId) {
this.logger.warn(`Symbol ${doc.symbol} missing symbolId, skipping`);
continue;
}
await this.scheduleOperation('update-filings', {
symbol: doc.symbol,
symbolId: doc.symbolId
}, {
priority: 5, // Lower priority than financial data
delay: queued * 2000 // 2 seconds between jobs
});
queued++;
} catch (error) {
this.logger.error(`Failed to schedule filings update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Filings update scheduling completed', {
symbolsQueued: queued,
errors,
total: staleSymbols.length
});
return {
message: `Scheduled filings updates for ${queued} symbols`,
symbolsQueued: queued,
errors
};
} catch (error) {
this.logger.error('Filings scheduling failed', { error });
throw error;
}
}

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/**
* QM Financials Actions - Fetch and update financial statements
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): 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
*/
export async function updateFinancials(
this: BaseHandler,
input: {
symbol: string;
symbolId: number;
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: any;
}> {
const { symbol, symbolId } = input;
this.logger.info('Fetching financials', { symbol, symbolId });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session - you'll need to add the appropriate session ID for financials
const sessionId = QM_SESSION_IDS.LOOKUP; // TODO: Update with correct session ID
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM financials`);
}
try {
// Build API request for financials
const searchParams = new URLSearchParams({
symbol: symbol,
symbolId: symbolId.toString(),
qmodTool: 'Financials',
webmasterId: '500'
});
// TODO: Update with correct financials endpoint
const apiUrl = `${QM_CONFIG.BASE_URL}/datatool/financials.json?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const financialData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Process and store financial data
if (financialData && financialData.length > 0) {
// Store financial statements in a separate collection
await this.mongodb.batchUpsert(
'qmFinancials',
financialData.map((statement: any) => ({
...statement,
symbol,
symbolId,
updated_at: new Date()
})),
['symbol', 'period', 'statementType'] // Unique keys
);
// Update symbol to track last financials update
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'financials_update', {
status: 'success',
lastRecordDate: new Date(),
recordCount: financialData.length
});
this.logger.info('Financials updated successfully', {
symbol,
statementCount: financialData.length
});
return {
success: true,
symbol,
message: `Financials updated for ${symbol}`,
data: { count: financialData.length }
};
} else {
this.logger.warn('No financial data returned from API', { symbol });
return {
success: false,
symbol,
message: `No financial data found for symbol ${symbol}`
};
}
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching financials', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'financials_update', {
status: 'failure',
lastRunAt: new Date()
});
return {
success: false,
symbol,
message: `Failed to fetch financials: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule financial updates for symbols that need refreshing
*/
export async function scheduleFinancialsUpdates(
this: BaseHandler,
input: {
limit?: number;
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
errors: number;
}> {
const { limit = 100, forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling financials updates', { limit, forceUpdate });
try {
// Get symbols that need updating
const staleSymbols = await tracker.getStaleSymbols('financials_update', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly by default
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need financials updates');
return {
message: 'No symbols need financials updates',
symbolsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${staleSymbols.length} symbols needing financials updates`);
// Get full symbol data to include symbolId
const symbolDocs = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols }
}, {
projection: { symbol: 1, symbolId: 1 }
});
let queued = 0;
let errors = 0;
// Schedule individual update jobs for each symbol
for (const doc of symbolDocs) {
try {
if (!doc.symbolId) {
this.logger.warn(`Symbol ${doc.symbol} missing symbolId, skipping`);
continue;
}
await this.scheduleOperation('update-financials', {
symbol: doc.symbol,
symbolId: doc.symbolId
}, {
priority: 4,
delay: queued * 2000 // 2 seconds between jobs
});
queued++;
} catch (error) {
this.logger.error(`Failed to schedule financials update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Financials update scheduling completed', {
symbolsQueued: queued,
errors,
total: staleSymbols.length
});
return {
message: `Scheduled financials updates for ${queued} symbols`,
symbolsQueued: queued,
errors
};
} catch (error) {
this.logger.error('Financials scheduling failed', { error });
throw error;
}
}

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export { checkSessions, createSession } from './session.action';
export { searchSymbols, spiderSymbol } from './symbol.action';
export { updatePrices, updateIntradayBars, getOperationStats } from './price.action';
export { getOperationStats } from './price.action';
export { updateSymbolInfo, scheduleSymbolInfoUpdates } from './symbol-info.action';
export { updateFinancials, scheduleFinancialsUpdates } from './financials.action';
export { updateCorporateActions, scheduleCorporateActionsUpdates } from './corporate-actions.action';
export { updateFilings, scheduleFilingsUpdates } from './filings.action';
export { updatePrices, schedulePriceUpdates } from './prices.action';
export { updateIntradayBars, scheduleIntradayUpdates } from './intraday.action';

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/**
* QM Intraday Actions - Fetch and update intraday price bars
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): 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
*/
export async function updateIntradayBars(
this: BaseHandler,
input: {
symbol: string;
symbolId: number;
crawlDate?: string; // ISO date string for specific date crawl
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: any;
}> {
const { symbol, symbolId, crawlDate } = input;
this.logger.info('Fetching intraday bars', { symbol, symbolId, crawlDate });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session - you'll need to add the appropriate session ID for intraday
const sessionId = QM_SESSION_IDS.LOOKUP; // TODO: Update with correct session ID
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM intraday`);
}
try {
// Determine the date to fetch
const targetDate = crawlDate ? new Date(crawlDate) : new Date();
// Build API request for intraday bars
const searchParams = new URLSearchParams({
symbol: symbol,
symbolId: symbolId.toString(),
qmodTool: 'IntradayBars',
webmasterId: '500',
date: targetDate.toISOString().split('T')[0],
interval: '1' // 1-minute bars
});
// TODO: Update with correct intraday endpoint
const apiUrl = `${QM_CONFIG.BASE_URL}/datatool/intraday.json?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const barsData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Process and store intraday data
if (barsData && barsData.length > 0) {
// Store bars in a separate collection
const processedBars = barsData.map((bar: any) => ({
...bar,
symbol,
symbolId,
timestamp: new Date(bar.timestamp),
date: targetDate,
updated_at: new Date()
}));
await this.mongodb.batchUpsert(
'qmIntradayBars',
processedBars,
['symbol', 'timestamp'] // Unique keys
);
this.logger.info('Intraday bars updated successfully', {
symbol,
date: targetDate,
barCount: barsData.length
});
return {
success: true,
symbol,
message: `Intraday bars updated for ${symbol} on ${targetDate.toISOString().split('T')[0]}`,
data: {
count: barsData.length,
date: targetDate
}
};
} else {
// No data for this date (weekend, holiday, or no trading)
this.logger.info('No intraday data for date', { symbol, date: targetDate });
return {
success: true,
symbol,
message: `No intraday data for ${symbol} on ${targetDate.toISOString().split('T')[0]}`,
data: {
count: 0,
date: targetDate
}
};
}
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching intraday bars', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
return {
success: false,
symbol,
message: `Failed to fetch intraday bars: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule intraday updates for symbols
* This handles both initial crawls and regular updates
*/
export async function scheduleIntradayUpdates(
this: BaseHandler,
input: {
limit?: number;
mode?: 'crawl' | 'update'; // crawl for historical, update for recent
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
jobsQueued: number;
errors: number;
}> {
const { limit = 50, mode = 'update', forceUpdate = false } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Scheduling intraday updates', { limit, mode, forceUpdate });
try {
let symbolsToProcess: any[] = [];
if (mode === 'crawl') {
// Get symbols that need historical crawl
symbolsToProcess = await tracker.getSymbolsForIntradayCrawl('intraday_bars', {
limit
});
} else {
// Get symbols that need regular updates
const staleSymbols = await tracker.getStaleSymbols('intraday_bars', {
minHoursSinceRun: forceUpdate ? 0 : 1, // Hourly updates
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need intraday updates');
return {
message: 'No symbols need intraday updates',
symbolsQueued: 0,
jobsQueued: 0,
errors: 0
};
}
// Get full symbol data
symbolsToProcess = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols }
}, {
projection: { symbol: 1, symbolId: 1 }
});
}
if (symbolsToProcess.length === 0) {
this.logger.info('No symbols to process for intraday');
return {
message: 'No symbols to process',
symbolsQueued: 0,
jobsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${symbolsToProcess.length} symbols for intraday ${mode}`);
let symbolsQueued = 0;
let jobsQueued = 0;
let errors = 0;
// Process each symbol
for (const doc of symbolsToProcess) {
try {
if (!doc.symbolId) {
this.logger.warn(`Symbol ${doc.symbol} missing symbolId, skipping`);
continue;
}
if (mode === 'crawl' && doc.crawlState) {
// For crawl mode, schedule multiple days going backwards
const startDate = doc.crawlState.oldestDateReached || new Date();
const daysToFetch = 30; // Fetch 30 days at a time
for (let i = 0; i < daysToFetch; i++) {
const crawlDate = new Date(startDate);
crawlDate.setDate(crawlDate.getDate() - i);
await this.scheduleOperation('update-intraday-bars', {
symbol: doc.symbol,
symbolId: doc.symbolId,
crawlDate: crawlDate.toISOString()
}, {
priority: 6,
delay: jobsQueued * 1000 // 1 second between jobs
});
jobsQueued++;
}
// Update crawl state
await tracker.updateSymbolOperation(doc.symbol, 'intraday_bars', {
status: 'partial',
crawlState: {
finished: false,
oldestDateReached: new Date(startDate.getTime() - daysToFetch * 24 * 60 * 60 * 1000),
lastCrawlDirection: 'backward'
}
});
} else {
// For update mode, just fetch today's data
await this.scheduleOperation('update-intraday-bars', {
symbol: doc.symbol,
symbolId: doc.symbolId
}, {
priority: 8, // High priority for current data
delay: jobsQueued * 500 // 0.5 seconds between jobs
});
jobsQueued++;
}
symbolsQueued++;
} catch (error) {
this.logger.error(`Failed to schedule intraday update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Intraday update scheduling completed', {
symbolsQueued,
jobsQueued,
errors,
mode
});
return {
message: `Scheduled intraday ${mode} for ${symbolsQueued} symbols (${jobsQueued} jobs)`,
symbolsQueued,
jobsQueued,
errors
};
} catch (error) {
this.logger.error('Intraday scheduling failed', { error });
throw error;
}
}

View file

@ -1,5 +1,5 @@
/**
* QM Price Actions - Price data updates with operation tracking
* QM Price Actions - Operation statistics
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
@ -19,263 +19,6 @@ async function getOperationTracker(handler: BaseHandler): Promise<QMOperationTra
return operationTracker;
}
/**
* Update daily price data for stale symbols
*/
export async function updatePrices(
this: BaseHandler,
input: {
limit?: number;
symbols?: string[];
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsUpdated: number;
errors: number;
}> {
const { limit = 100, symbols } = input;
const tracker = await getOperationTracker(this);
this.logger.info('Starting price update operation', { limit, specificSymbols: symbols?.length });
try {
// Get symbols that need updating
let symbolsToUpdate: string[];
if (symbols && symbols.length > 0) {
// Update specific symbols
symbolsToUpdate = symbols;
} else {
// Get stale symbols
symbolsToUpdate = await tracker.getStaleSymbols('price_update', {
minHoursSinceRun: 24,
limit
});
}
if (symbolsToUpdate.length === 0) {
this.logger.info('No symbols need price updates');
return {
message: 'No symbols need price updates',
symbolsUpdated: 0,
errors: 0
};
}
this.logger.info(`Found ${symbolsToUpdate.length} symbols for price update`);
let updated = 0;
let errors = 0;
const updateResults = [];
// Process symbols (in real implementation, you'd fetch prices from QM API)
for (const symbol of symbolsToUpdate) {
try {
// TODO: Actual price fetching logic here
// const prices = await fetchPricesFromQM(symbol);
// For now, simulate the update
const mockPrices = {
symbol,
lastPrice: Math.random() * 1000,
volume: Math.floor(Math.random() * 1000000),
date: new Date()
};
// Track the operation
updateResults.push({
symbol,
operation: 'price_update',
data: {
status: 'success' as const,
lastRecordDate: mockPrices.date,
recordCount: 1
}
});
updated++;
} catch (error) {
this.logger.error(`Failed to update prices for ${symbol}`, { error });
updateResults.push({
symbol,
operation: 'price_update',
data: {
status: 'failure' as const
}
});
errors++;
}
}
// Bulk update operation tracking
if (updateResults.length > 0) {
await tracker.bulkUpdateSymbolOperations(updateResults);
}
this.logger.info('Price update operation completed', {
symbolsUpdated: updated,
errors,
total: symbolsToUpdate.length
});
return {
message: `Updated prices for ${updated} symbols`,
symbolsUpdated: updated,
errors
};
} catch (error) {
this.logger.error('Price update operation failed', { error });
throw error;
}
}
/**
* Update intraday price bars - crawls backwards until no more data
*/
export async function updateIntradayBars(
this: BaseHandler,
input: {
symbol?: string;
limit?: number;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbol: string;
barsCollected: number;
crawlFinished: boolean;
}> {
const { symbol, limit = 1 } = input;
const tracker = await getOperationTracker(this);
try {
// Get symbols for intraday crawl
let symbolData;
if (symbol) {
symbolData = await tracker.getSymbolsForIntradayCrawl('intraday_bars', {
limit: 1
}).then(symbols => symbols.find(s => s.symbol === symbol));
} else {
const symbols = await tracker.getSymbolsForIntradayCrawl('intraday_bars', {
limit
});
symbolData = symbols[0];
}
if (!symbolData) {
return {
message: 'No symbols available for intraday crawl',
symbol: '',
barsCollected: 0,
crawlFinished: false
};
}
this.logger.info('Processing intraday bars', {
symbol: symbolData.symbol,
crawlState: symbolData.crawlState
});
let barsCollected = 0;
let crawlFinished = false;
if (symbolData.crawlState?.finished) {
// Already finished initial crawl, just update from last record
this.logger.debug('Symbol already crawled, updating from last record', {
symbol: symbolData.symbol,
lastRecord: symbolData.lastRecordDate
});
// TODO: Fetch bars from lastRecordDate to now
const newBars = 10; // Mock data
await tracker.updateSymbolOperation(symbolData.symbol, 'intraday_bars', {
status: 'success',
lastRecordDate: new Date(),
recordCount: (symbolData.crawlState as any).recordCount + newBars
});
return {
message: `Updated ${newBars} new bars for ${symbolData.symbol}`,
symbol: symbolData.symbol,
barsCollected: newBars,
crawlFinished: true
};
}
// Initial crawl - go backwards until no data
let currentDate = new Date();
let oldestDate = currentDate;
let totalBars = 0;
let consecutiveEmptyDays = 0;
const maxEmptyDays = 5; // Stop after 5 consecutive days with no data
while (consecutiveEmptyDays < maxEmptyDays) {
// TODO: Actual bar fetching logic
// const bars = await fetchIntradayBars(symbolData.symbol, currentDate);
// Mock data - simulate decreasing data as we go back
const bars = currentDate > new Date('2020-01-01') ? Math.floor(Math.random() * 100) : 0;
if (bars === 0) {
consecutiveEmptyDays++;
} else {
consecutiveEmptyDays = 0;
totalBars += bars;
oldestDate = new Date(currentDate);
}
// Update progress
await tracker.updateSymbolOperation(symbolData.symbol, 'intraday_bars', {
status: 'partial',
lastRecordDate: new Date(),
recordCount: totalBars,
crawlState: {
finished: false,
oldestDateReached: oldestDate
}
});
// Move to previous day
currentDate.setDate(currentDate.getDate() - 1);
// Limit crawl for this execution
if (totalBars > 1000) {
this.logger.info('Reached bar limit for this execution', {
symbol: symbolData.symbol,
barsCollected: totalBars
});
break;
}
}
// Check if we finished the crawl
if (consecutiveEmptyDays >= maxEmptyDays) {
crawlFinished = true;
await tracker.markCrawlFinished(symbolData.symbol, 'intraday_bars', oldestDate);
this.logger.info('Completed initial crawl for symbol', {
symbol: symbolData.symbol,
totalBars,
oldestDate
});
}
return {
message: `Collected ${totalBars} bars for ${symbolData.symbol}`,
symbol: symbolData.symbol,
barsCollected: totalBars,
crawlFinished
};
} catch (error) {
this.logger.error('Intraday bars update failed', { error });
throw error;
}
}
/**
* Get operation statistics
*/

View file

@ -0,0 +1,249 @@
/**
* QM Prices Actions - Fetch and update daily price data
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): 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
*/
export async function updatePrices(
this: BaseHandler,
input: {
symbol: string;
symbolId: number;
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: any;
}> {
const { symbol, symbolId } = input;
this.logger.info('Fetching daily prices', { symbol, symbolId });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session - you'll need to add the appropriate session ID for prices
const sessionId = QM_SESSION_IDS.LOOKUP; // TODO: Update with correct session ID
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM prices`);
}
try {
// Build API request for daily prices
const searchParams = new URLSearchParams({
symbol: symbol,
symbolId: symbolId.toString(),
qmodTool: 'DailyPrices',
webmasterId: '500',
days: '30' // Get last 30 days
});
// TODO: Update with correct prices endpoint
const apiUrl = `${QM_CONFIG.BASE_URL}/datatool/prices.json?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const priceData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Process and store price data
if (priceData && priceData.length > 0) {
// Store prices in a separate collection
const processedPrices = priceData.map((price: any) => ({
...price,
symbol,
symbolId,
date: new Date(price.date),
updated_at: new Date()
}));
await this.mongodb.batchUpsert(
'qmPrices',
processedPrices,
['symbol', 'date'] // Unique keys
);
// Find the latest price date
const latestDate = processedPrices.reduce((latest: Date, price: any) =>
price.date > latest ? price.date : latest,
new Date(0)
);
// Update symbol to track last price update
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'price_update', {
status: 'success',
lastRecordDate: latestDate,
recordCount: priceData.length
});
this.logger.info('Prices updated successfully', {
symbol,
priceCount: priceData.length,
latestDate
});
return {
success: true,
symbol,
message: `Prices updated for ${symbol}`,
data: {
count: priceData.length,
latestDate
}
};
} else {
this.logger.warn('No price data returned from API', { symbol });
return {
success: false,
symbol,
message: `No price data found for symbol ${symbol}`
};
}
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching prices', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
// Track failure
const tracker = await getOperationTracker(this);
await tracker.updateSymbolOperation(symbol, 'price_update', {
status: 'failure'
});
return {
success: false,
symbol,
message: `Failed to fetch prices: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule price updates for symbols that need refreshing
*/
export async function schedulePriceUpdates(
this: BaseHandler,
input: {
limit?: number;
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
errors: number;
}> {
const { limit = 100, 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', {
minHoursSinceRun: forceUpdate ? 0 : 24, // Daily updates
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need price updates');
return {
message: 'No symbols need price updates',
symbolsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${staleSymbols.length} symbols needing price updates`);
// Get full symbol data to include symbolId
const symbolDocs = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols }
}, {
projection: { symbol: 1, symbolId: 1 }
});
let queued = 0;
let errors = 0;
// Schedule individual update jobs for each symbol
for (const doc of symbolDocs) {
try {
if (!doc.symbolId) {
this.logger.warn(`Symbol ${doc.symbol} missing symbolId, skipping`);
continue;
}
await this.scheduleOperation('update-prices', {
symbol: doc.symbol,
symbolId: doc.symbolId
}, {
priority: 7, // High priority for price data
delay: queued * 500 // 0.5 seconds between jobs
});
queued++;
} catch (error) {
this.logger.error(`Failed to schedule price update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Price update scheduling completed', {
symbolsQueued: queued,
errors,
total: staleSymbols.length
});
return {
message: `Scheduled price updates for ${queued} symbols`,
symbolsQueued: queued,
errors
};
} catch (error) {
this.logger.error('Price scheduling failed', { error });
throw error;
}
}

View file

@ -0,0 +1,230 @@
/**
* QM Symbol Info Actions - Fetch and update symbol metadata
*/
import type { BaseHandler, ExecutionContext } from '@stock-bot/handlers';
import { QM_CONFIG, QM_SESSION_IDS } from '../shared/config';
import { QMSessionManager } from '../shared/session-manager';
import { QMOperationTracker } from '../shared/operation-tracker';
// Cache tracker instance
let operationTracker: QMOperationTracker | null = null;
/**
* Get or initialize the operation tracker
*/
async function getOperationTracker(handler: BaseHandler): 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
*/
export async function updateSymbolInfo(
this: BaseHandler,
input: {
symbol: string;
qmSearchCode: string;
},
_context?: ExecutionContext
): Promise<{
success: boolean;
symbol: string;
message: string;
data?: any;
}> {
const { symbol, qmSearchCode } = input;
this.logger.info('Fetching symbol info', { symbol, qmSearchCode });
const sessionManager = QMSessionManager.getInstance();
sessionManager.initialize(this.cache, this.logger);
// Get a session
const sessionId = QM_SESSION_IDS.LOOKUP;
const session = await sessionManager.getSession(sessionId);
if (!session || !session.uuid) {
throw new Error(`No active session found for QM LOOKUP`);
}
try {
// Build API request for symbol info
const searchParams = new URLSearchParams({
q: qmSearchCode || symbol,
qmodTool: 'SymbolInfo',
webmasterId: '500',
includeExtended: 'true'
});
const apiUrl = `${QM_CONFIG.LOOKUP_URL}?${searchParams.toString()}`;
const response = await fetch(apiUrl, {
method: 'GET',
headers: session.headers,
proxy: session.proxy,
});
if (!response.ok) {
throw new Error(`QM API request failed: ${response.status} ${response.statusText}`);
}
const symbolData = await response.json();
// Update session success stats
await sessionManager.incrementSuccessfulCalls(sessionId, session.uuid);
// Process and store symbol info
if (symbolData && (Array.isArray(symbolData) ? symbolData.length > 0 : true)) {
const symbolInfo = Array.isArray(symbolData) ? symbolData[0] : symbolData;
// Update symbol in database with new metadata
const updateData = {
...symbolInfo,
symbol: symbol,
qmSearchCode: qmSearchCode || symbolInfo.symbol,
lastInfoUpdate: new Date(),
updated_at: new Date()
};
await this.mongodb.updateOne(
'qmSymbols',
{ symbol },
{ $set: updateData },
{ upsert: true }
);
this.logger.info('Symbol info updated successfully', {
symbol,
name: symbolInfo.name,
exchange: symbolInfo.exchange
});
return {
success: true,
symbol,
message: `Symbol info updated for ${symbol}`,
data: symbolInfo
};
} else {
this.logger.warn('No symbol data returned from API', { symbol });
return {
success: false,
symbol,
message: `No data found for symbol ${symbol}`
};
}
} catch (error) {
// Update session failure stats
if (session.uuid) {
await sessionManager.incrementFailedCalls(sessionId, session.uuid);
}
this.logger.error('Error fetching symbol info', {
symbol,
error: error instanceof Error ? error.message : 'Unknown error'
});
return {
success: false,
symbol,
message: `Failed to fetch symbol info: ${error instanceof Error ? error.message : 'Unknown error'}`
};
}
}
/**
* Schedule symbol info updates for symbols that need refreshing
* This is the scheduled job that finds stale symbols and queues individual updates
*/
export async function scheduleSymbolInfoUpdates(
this: BaseHandler,
input: {
limit?: number;
forceUpdate?: boolean;
} = {},
_context?: ExecutionContext
): Promise<{
message: string;
symbolsQueued: number;
errors: number;
}> {
const { limit = 100, 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', {
minHoursSinceRun: forceUpdate ? 0 : 24 * 7, // Weekly by default
limit
});
if (staleSymbols.length === 0) {
this.logger.info('No symbols need info updates');
return {
message: 'No symbols need info updates',
symbolsQueued: 0,
errors: 0
};
}
this.logger.info(`Found ${staleSymbols.length} symbols needing info updates`);
// Get full symbol data to include qmSearchCode
const symbolDocs = await this.mongodb.find('qmSymbols', {
symbol: { $in: staleSymbols }
}, {
projection: { symbol: 1, qmSearchCode: 1 }
});
let queued = 0;
let errors = 0;
// Schedule individual update jobs for each symbol
for (const doc of symbolDocs) {
try {
await this.scheduleOperation('update-symbol-info', {
symbol: doc.symbol,
qmSearchCode: doc.qmSearchCode || doc.symbol
}, {
priority: 3,
// Add some delay to avoid overwhelming the API
delay: queued * 1000 // 1 second between jobs
});
// Track that we've scheduled this symbol
await tracker.updateSymbolOperation(doc.symbol, 'symbol_info', {
status: 'success'
});
queued++;
} catch (error) {
this.logger.error(`Failed to schedule update for ${doc.symbol}`, { error });
errors++;
}
}
this.logger.info('Symbol info update scheduling completed', {
symbolsQueued: queued,
errors,
total: staleSymbols.length
});
return {
message: `Scheduled info updates for ${queued} symbols`,
symbolsQueued: queued,
errors
};
} catch (error) {
this.logger.error('Symbol info scheduling failed', { error });
throw error;
}
}

View file

@ -4,15 +4,35 @@ import {
Operation,
ScheduledOperation,
} from '@stock-bot/handlers';
import { checkSessions, createSession, searchSymbols, spiderSymbol } from './actions';
import { getOperationStats } from './actions/price.action';
import {
checkSessions,
createSession,
searchSymbols,
spiderSymbol,
getOperationStats,
updateSymbolInfo,
scheduleSymbolInfoUpdates,
updateFinancials,
scheduleFinancialsUpdates,
updateCorporateActions,
scheduleCorporateActionsUpdates,
updateFilings,
scheduleFilingsUpdates,
updatePrices,
schedulePriceUpdates,
updateIntradayBars,
scheduleIntradayUpdates
} from './actions';
import { initializeQMOperations } from './shared/operation-registry';
@Handler('qm')
export class QMHandler extends BaseHandler {
constructor(services: any) {
initializeQMOperations(services.mongodb, services.logger);
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 });
});
}
/**
@ -41,22 +61,83 @@ export class QMHandler extends BaseHandler {
@Operation('search-symbols')
searchSymbols = searchSymbols;
// /**
// * PRICE DATA
// */
// @ScheduledOperation('update-prices', '0 */6 * * *', {
// priority: 5,
// immediately: false,
// description: 'Update daily prices every 6 hours'
// })
// updatePrices = updatePrices;
/**
* SYMBOL INFO
*/
@Operation('update-symbol-info')
updateSymbolInfo = updateSymbolInfo;
// @ScheduledOperation('update-intraday-bars', '*/30 * * * *', {
// priority: 6,
// immediately: false,
// description: 'Update intraday bars every 30 minutes during market hours'
// })
// updateIntradayBars = updateIntradayBars;
@ScheduledOperation('schedule-symbol-info-updates', '0 */6 * * *', {
priority: 7,
immediately: false,
description: 'Check for symbols needing info updates every 6 hours'
})
scheduleSymbolInfoUpdates = scheduleSymbolInfoUpdates;
/**
* FINANCIALS
*/
@Operation('update-financials')
updateFinancials = updateFinancials;
@ScheduledOperation('schedule-financials-updates', '0 2 * * *', {
priority: 6,
immediately: false,
description: 'Check for symbols needing financials updates daily at 2 AM'
})
scheduleFinancialsUpdates = scheduleFinancialsUpdates;
/**
* CORPORATE ACTIONS (Dividends, Splits, Earnings)
*/
@Operation('update-corporate-actions')
updateCorporateActions = updateCorporateActions;
@ScheduledOperation('schedule-corporate-actions-updates', '0 3 * * *', {
priority: 6,
immediately: false,
description: 'Check for symbols needing corporate actions updates daily at 3 AM'
})
scheduleCorporateActionsUpdates = scheduleCorporateActionsUpdates;
/**
* FILINGS
*/
@Operation('update-filings')
updateFilings = updateFilings;
@ScheduledOperation('schedule-filings-updates', '0 */8 * * *', {
priority: 5,
immediately: false,
description: 'Check for symbols needing filings updates every 8 hours'
})
scheduleFilingsUpdates = scheduleFilingsUpdates;
/**
* PRICE DATA
*/
@Operation('update-prices')
updatePrices = updatePrices;
@ScheduledOperation('schedule-price-updates', '0 */6 * * *', {
priority: 8,
immediately: false,
description: 'Check for symbols needing price updates every 6 hours'
})
schedulePriceUpdates = schedulePriceUpdates;
/**
* INTRADAY DATA
*/
@Operation('update-intraday-bars')
updateIntradayBars = updateIntradayBars;
@ScheduledOperation('schedule-intraday-updates', '*/30 * * * *', {
priority: 9,
immediately: false,
description: 'Check for symbols needing intraday updates every 30 minutes'
})
scheduleIntradayUpdates = scheduleIntradayUpdates;
/**
* MONITORING

View file

@ -2,8 +2,7 @@
* QM Operation Registry - Define and register all QM operations
*/
import type { MongoDBClient } from '@stock-bot/mongodb';
import type { Logger } from '@stock-bot/types';
import type { MongoDBClient, Logger } from '@stock-bot/types';
import { QMOperationTracker } from './operation-tracker';
import type { QMOperationConfig } from './types';
@ -16,53 +15,42 @@ export const QM_OPERATIONS: QMOperationConfig[] = [
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
// },
{
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',
// type: 'standard',
// description: 'Update financial statements',
// defaultStaleHours: 24 * 7 // Weekly
// },
// {
// name: 'earnings_update',-
// type: 'standard',
// description: 'Update earnings data',
// defaultStaleHours: 24 * 7 // Weekly
// },
// {
// name: 'dividends_update',
// type: 'standard',
// description: 'Update dividend history',
// defaultStaleHours: 24 * 7 // Weekly
// },
// {
// name: 'splits_update',
// type: 'standard',
// description: 'Update stock split history',
// defaultStaleHours: 24 * 30 // Monthly
// },
// Fundamental data operations
{
name: 'financials_update',
type: 'standard',
description: 'Update financial statements',
defaultStaleHours: 24 * 7 // Weekly
},
// Corporate actions - fetched together in one API call
{
name: 'corporate_actions_update',
type: 'standard',
description: 'Update corporate actions (earnings, dividends, splits)',
defaultStaleHours: 24 * 7 // Weekly
},
// // News and filings
// {
// name: 'filings_update',
// type: 'standard',
// description: 'Update SEC filings',
// defaultStaleHours: 24 // Daily
// },
// News and filings
{
name: 'filings_update',
type: 'standard',
description: 'Update SEC filings',
defaultStaleHours: 24 // Daily
},
// {
// name: 'news_update',
// type: 'standard',

View file

@ -3,8 +3,7 @@
* Supports dynamic operation registration with auto-indexing
*/
import type { MongoDBClient } from '@stock-bot/mongodb';
import type { Logger } from '@stock-bot/types';
import type { MongoDBClient, Logger } from '@stock-bot/types';
import type { IntradayCrawlSymbol, QMOperationConfig } from './types';
export class QMOperationTracker {
@ -57,7 +56,8 @@ export class QMOperationTracker {
}
for (const indexSpec of indexes) {
await this.mongodb.createIndex(this.collectionName, indexSpec, {
const collection = this.mongodb.collection(this.collectionName);
await collection.createIndex(indexSpec, {
background: true,
name: `op_${operationName}_${Object.keys(indexSpec).join('_')}`
});
@ -174,7 +174,7 @@ export class QMOperationTracker {
};
});
const collection = this.mongodb.getCollection(this.collectionName);
const collection = this.mongodb.collection(this.collectionName);
const result = await collection.bulkWrite(bulkOps as any, { ordered: false });
this.logger.debug('Bulk updated symbol operations', {
@ -335,17 +335,18 @@ export class QMOperationTracker {
finishedCrawls?: number;
avgRecordsPerSymbol?: number;
}> {
const total = await this.mongodb.countDocuments(this.collectionName);
const collection = this.mongodb.collection(this.collectionName);
const total = await collection.countDocuments({});
const processed = await this.mongodb.countDocuments(this.collectionName, {
const processed = await collection.countDocuments({
[`operations.${operationName}`]: { $exists: true }
});
const successful = await this.mongodb.countDocuments(this.collectionName, {
const successful = await collection.countDocuments({
[`operations.${operationName}.status`]: 'success'
});
const failed = await this.mongodb.countDocuments(this.collectionName, {
const failed = await collection.countDocuments({
[`operations.${operationName}.status`]: 'failure'
});
@ -354,7 +355,7 @@ export class QMOperationTracker {
this.registeredOperations.get(operationName)?.defaultStaleHours || 24
));
const stale = await this.mongodb.countDocuments(this.collectionName, {
const stale = await collection.countDocuments({
$or: [
{ [`operations.${operationName}.lastRunAt`]: { $lt: staleDate } },
{ [`operations.${operationName}`]: { $exists: false } }
@ -371,13 +372,13 @@ export class QMOperationTracker {
// Additional stats for crawl operations
if (this.registeredOperations.get(operationName)?.type === 'intraday_crawl') {
result.finishedCrawls = await this.mongodb.countDocuments(this.collectionName, {
result.finishedCrawls = await collection.countDocuments({
[`operations.${operationName}.crawlState.finished`]: true
});
}
// Calculate average records per symbol
const aggregation = await this.mongodb.aggregate(this.collectionName, [
const aggregation = await collection.aggregate([
{
$match: {
[`operations.${operationName}.recordCount`]: { $exists: true }
@ -389,7 +390,7 @@ export class QMOperationTracker {
avgRecords: { $avg: `$operations.${operationName}.recordCount` }
}
}
]);
]).toArray();
if (aggregation.length > 0) {
result.avgRecordsPerSymbol = Math.round(aggregation[0].avgRecords);