stock-bot/apps/data-sync-service/src/services/enhanced-sync-manager.ts
2025-06-20 09:25:06 -04:00

771 lines
23 KiB
TypeScript

/**
* Enhanced Sync Manager - Improved syncing with comprehensive exchange data
*/
import { getLogger } from '@stock-bot/logger';
import { MongoDBClient } from '@stock-bot/mongodb-client';
import { PostgreSQLClient } from '@stock-bot/postgres-client';
import { getMongoDBClient, getPostgreSQLClient } from '../clients';
const logger = getLogger('enhanced-sync-manager');
interface ExchangeMapping {
id: string;
code: string;
name: string;
country: string;
currency: string;
}
interface SyncResult {
processed: number;
created: number;
updated: number;
skipped: number;
errors: number;
}
interface SyncStatus {
provider: string;
dataType: string;
lastSyncAt?: Date;
lastSyncCount: number;
syncErrors?: string;
}
export class EnhancedSyncManager {
private isInitialized = false;
private mongoClient: MongoDBClient;
private postgresClient: PostgreSQLClient;
private exchangeCache: Map<string, ExchangeMapping> = new Map();
async initialize(): Promise<void> {
if (this.isInitialized) {
logger.warn('Enhanced sync manager already initialized');
return;
}
try {
this.mongoClient = getMongoDBClient();
this.postgresClient = getPostgreSQLClient();
// Pre-load exchange mappings for performance
await this.loadExchangeCache();
this.isInitialized = true;
logger.info('Enhanced sync manager initialized successfully');
} catch (error) {
logger.error('Failed to initialize enhanced sync manager', { error });
throw error;
}
}
/**
* Helper method to get MongoDB database for direct queries
*/
private getMongoDatabase() {
return this.mongoClient.getDatabase();
}
async shutdown(): Promise<void> {
if (!this.isInitialized) {
return;
}
logger.info('Shutting down enhanced sync manager...');
this.exchangeCache.clear();
this.isInitialized = false;
logger.info('Enhanced sync manager shut down successfully');
}
/**
* Clear all exchange and symbol data from PostgreSQL
*/
async clearPostgreSQLData(): Promise<{
exchangesCleared: number;
symbolsCleared: number;
mappingsCleared: number;
}> {
if (!this.isInitialized) {
throw new Error('Enhanced sync manager not initialized');
}
logger.info('Clearing existing PostgreSQL data...');
try {
// Start transaction for atomic operations
await this.postgresClient.query('BEGIN');
// Get counts before clearing
const exchangeCountResult = await this.postgresClient.query(
'SELECT COUNT(*) as count FROM exchanges'
);
const symbolCountResult = await this.postgresClient.query(
'SELECT COUNT(*) as count FROM symbols'
);
const mappingCountResult = await this.postgresClient.query(
'SELECT COUNT(*) as count FROM provider_mappings'
);
const exchangesCleared = parseInt(exchangeCountResult.rows[0].count);
const symbolsCleared = parseInt(symbolCountResult.rows[0].count);
const mappingsCleared = parseInt(mappingCountResult.rows[0].count);
// Clear data in correct order (respect foreign keys)
await this.postgresClient.query('DELETE FROM provider_mappings');
await this.postgresClient.query('DELETE FROM symbols');
await this.postgresClient.query('DELETE FROM exchanges');
// Reset sync status
await this.postgresClient.query(
'UPDATE sync_status SET last_sync_at = NULL, last_sync_count = 0, sync_errors = NULL'
);
await this.postgresClient.query('COMMIT');
logger.info('PostgreSQL data cleared successfully', {
exchangesCleared,
symbolsCleared,
mappingsCleared,
});
return { exchangesCleared, symbolsCleared, mappingsCleared };
} catch (error) {
await this.postgresClient.query('ROLLBACK');
logger.error('Failed to clear PostgreSQL data', { error });
throw error;
}
}
/**
* Comprehensive exchange sync from all MongoDB providers
*/
async syncAllExchanges(clearFirst: boolean = true): Promise<SyncResult> {
if (!this.isInitialized) {
throw new Error('Enhanced sync manager not initialized');
}
logger.info('Starting comprehensive exchange sync...', { clearFirst });
const result: SyncResult = {
processed: 0,
created: 0,
updated: 0,
skipped: 0,
errors: 0,
};
try {
// Clear existing data if requested
if (clearFirst) {
await this.clearPostgreSQLData();
}
// Start transaction for atomic operations
await this.postgresClient.query('BEGIN');
// 1. Sync from EOD exchanges (comprehensive global data)
const eodResult = await this.syncEODExchanges();
this.mergeResults(result, eodResult);
// 2. Sync from IB exchanges (detailed asset information)
const ibResult = await this.syncIBExchanges();
this.mergeResults(result, ibResult);
// 3. Update sync status
await this.updateSyncStatus('all', 'exchanges', result.processed);
await this.postgresClient.query('COMMIT');
// Refresh exchange cache with new data
await this.loadExchangeCache();
logger.info('Comprehensive exchange sync completed', result);
return result;
} catch (error) {
await this.postgresClient.query('ROLLBACK');
logger.error('Comprehensive exchange sync failed', { error });
throw error;
}
}
/**
* Sync QM provider exchange mappings
*/
async syncQMProviderMappings(): Promise<SyncResult> {
if (!this.isInitialized) {
throw new Error('Enhanced sync manager not initialized');
}
logger.info('Starting QM provider exchange mappings sync...');
const result: SyncResult = {
processed: 0,
created: 0,
updated: 0,
skipped: 0,
errors: 0,
};
try {
// Start transaction
await this.postgresClient.query('BEGIN');
// Get unique exchange combinations from QM symbols
const db = this.getMongoDatabase();
const pipeline = [
{
$group: {
_id: {
exchangeCode: '$exchangeCode',
exchange: '$exchange',
countryCode: '$countryCode',
},
count: { $sum: 1 },
sampleExchange: { $first: '$exchange' },
},
},
{
$project: {
exchangeCode: '$_id.exchangeCode',
exchange: '$_id.exchange',
countryCode: '$_id.countryCode',
count: 1,
sampleExchange: 1,
},
},
];
const qmExchanges = await db.collection('qmSymbols').aggregate(pipeline).toArray();
logger.info(`Found ${qmExchanges.length} unique QM exchange combinations`);
for (const exchange of qmExchanges) {
try {
// Create provider exchange mapping for QM
await this.createProviderExchangeMapping(
'qm', // provider
exchange.exchangeCode,
exchange.sampleExchange || exchange.exchangeCode,
exchange.countryCode,
exchange.countryCode === 'CA' ? 'CAD' : 'USD', // Simple currency mapping
0.8 // good confidence for QM data
);
result.processed++;
result.created++;
} catch (error) {
logger.error('Failed to process QM exchange mapping', { error, exchange });
result.errors++;
}
}
await this.postgresClient.query('COMMIT');
logger.info('QM provider exchange mappings sync completed', result);
return result;
} catch (error) {
await this.postgresClient.query('ROLLBACK');
logger.error('QM provider exchange mappings sync failed', { error });
throw error;
}
}
/**
* Enhanced symbol sync with multi-provider mapping
*/
async syncSymbolsFromProvider(
provider: string,
clearFirst: boolean = false
): Promise<SyncResult> {
if (!this.isInitialized) {
throw new Error('Enhanced sync manager not initialized');
}
logger.info(`Starting ${provider} symbols sync...`, { clearFirst });
const result: SyncResult = {
processed: 0,
created: 0,
updated: 0,
skipped: 0,
errors: 0,
};
try {
// Clear existing data if requested (only symbols and mappings, keep exchanges)
if (clearFirst) {
await this.postgresClient.query('BEGIN');
await this.postgresClient.query('DELETE FROM provider_mappings');
await this.postgresClient.query('DELETE FROM symbols');
await this.postgresClient.query('COMMIT');
logger.info('Cleared existing symbols and mappings before sync');
}
// Start transaction
await this.postgresClient.query('BEGIN');
let symbols: Record<string, unknown>[] = [];
// Get symbols based on provider
const db = this.getMongoDatabase();
switch (provider.toLowerCase()) {
case 'qm':
symbols = await db.collection('qmSymbols').find({}).toArray();
break;
case 'eod':
symbols = await db.collection('eodSymbols').find({}).toArray();
break;
case 'ib':
symbols = await db.collection('ibSymbols').find({}).toArray();
break;
default:
throw new Error(`Unsupported provider: ${provider}`);
}
logger.info(`Found ${symbols.length} ${provider} symbols to process`);
result.processed = symbols.length;
for (const symbol of symbols) {
try {
await this.processSingleSymbol(symbol, provider, result);
} catch (error) {
logger.error('Failed to process symbol', {
error,
symbol: symbol.symbol || symbol.code,
provider,
});
result.errors++;
}
}
// Update sync status
await this.updateSyncStatus(provider, 'symbols', result.processed);
await this.postgresClient.query('COMMIT');
logger.info(`${provider} symbols sync completed`, result);
return result;
} catch (error) {
await this.postgresClient.query('ROLLBACK');
logger.error(`${provider} symbols sync failed`, { error });
throw error;
}
}
/**
* Get comprehensive sync status
*/
async getSyncStatus(): Promise<SyncStatus[]> {
const query = `
SELECT provider, data_type as "dataType", last_sync_at as "lastSyncAt",
last_sync_count as "lastSyncCount", sync_errors as "syncErrors"
FROM sync_status
ORDER BY provider, data_type
`;
const result = await this.postgresClient.query(query);
return result.rows;
}
/**
* Get exchange statistics
*/
async getExchangeStats(): Promise<any> {
const query = `
SELECT
COUNT(*) as total_exchanges,
COUNT(CASE WHEN active = true THEN 1 END) as active_exchanges,
COUNT(DISTINCT country) as countries,
COUNT(DISTINCT currency) as currencies
FROM exchanges
`;
const result = await this.postgresClient.query(query);
return result.rows[0];
}
/**
* Get provider exchange mapping statistics
*/
async getProviderMappingStats(): Promise<any> {
const query = `
SELECT
provider,
COUNT(*) as total_mappings,
COUNT(CASE WHEN active = true THEN 1 END) as active_mappings,
COUNT(CASE WHEN verified = true THEN 1 END) as verified_mappings,
COUNT(CASE WHEN auto_mapped = true THEN 1 END) as auto_mapped,
AVG(confidence) as avg_confidence
FROM provider_exchange_mappings
GROUP BY provider
ORDER BY provider
`;
const result = await this.postgresClient.query(query);
return result.rows;
}
// Private helper methods
private async loadExchangeCache(): Promise<void> {
const query = 'SELECT id, code, name, country, currency FROM exchanges';
const result = await this.postgresClient.query(query);
this.exchangeCache.clear();
for (const exchange of result.rows) {
this.exchangeCache.set(exchange.code.toUpperCase(), exchange);
}
logger.info(`Loaded ${this.exchangeCache.size} exchanges into cache`);
}
private async syncEODExchanges(): Promise<SyncResult> {
const db = this.getMongoDatabase();
const exchanges = await db.collection('eodExchanges').find({ active: true }).toArray();
const result: SyncResult = { processed: 0, created: 0, updated: 0, skipped: 0, errors: 0 };
for (const exchange of exchanges) {
try {
// Create provider exchange mapping for EOD
await this.createProviderExchangeMapping(
'eod', // provider
exchange.Code,
exchange.Name,
exchange.CountryISO2,
exchange.Currency,
0.95 // very high confidence for EOD data
);
result.processed++;
result.created++; // Count as created mapping
} catch (error) {
logger.error('Failed to process EOD exchange', { error, exchange });
result.errors++;
}
}
return result;
}
private async syncIBExchanges(): Promise<SyncResult> {
const db = this.getMongoDatabase();
const exchanges = await db.collection('ibExchanges').find({}).toArray();
const result: SyncResult = { processed: 0, created: 0, updated: 0, skipped: 0, errors: 0 };
for (const exchange of exchanges) {
try {
// Create provider exchange mapping for IB
await this.createProviderExchangeMapping(
'ib', // provider
exchange.exchange_id,
exchange.name,
exchange.country_code,
'USD', // IB doesn't specify currency, default to USD
0.85 // good confidence for IB data
);
result.processed++;
result.created++; // Count as created mapping
} catch (error) {
logger.error('Failed to process IB exchange', { error, exchange });
result.errors++;
}
}
return result;
}
/**
* Create or update a provider exchange mapping
* This method intelligently maps provider exchanges to master exchanges
*/
private async createProviderExchangeMapping(
provider: string,
providerExchangeCode: string,
providerExchangeName: string,
countryCode: string | null,
currency: string | null,
confidence: number
): Promise<void> {
if (!providerExchangeCode) {
return;
}
// Check if mapping already exists
const existingMapping = await this.findProviderExchangeMapping(provider, providerExchangeCode);
if (existingMapping) {
// Don't override existing mappings to preserve manual work
return;
}
// Find or create master exchange
const masterExchange = await this.findOrCreateMasterExchange(
providerExchangeCode,
providerExchangeName,
countryCode,
currency
);
// Create the provider exchange mapping
const query = `
INSERT INTO provider_exchange_mappings
(provider, provider_exchange_code, provider_exchange_name, master_exchange_id,
country_code, currency, confidence, active, auto_mapped)
VALUES ($1, $2, $3, $4, $5, $6, $7, false, true)
ON CONFLICT (provider, provider_exchange_code) DO NOTHING
`;
await this.postgresClient.query(query, [
provider,
providerExchangeCode,
providerExchangeName,
masterExchange.id,
countryCode,
currency,
confidence,
]);
}
/**
* Find or create a master exchange based on provider data
*/
private async findOrCreateMasterExchange(
providerCode: string,
providerName: string,
countryCode: string | null,
currency: string | null
): Promise<any> {
// First, try to find exact match
let masterExchange = await this.findExchangeByCode(providerCode);
if (masterExchange) {
return masterExchange;
}
// Try to find by similar codes (basic mapping)
const basicMapping = this.getBasicExchangeMapping(providerCode);
if (basicMapping) {
masterExchange = await this.findExchangeByCode(basicMapping);
if (masterExchange) {
return masterExchange;
}
}
// Create new master exchange (inactive by default)
const query = `
INSERT INTO exchanges (code, name, country, currency, active)
VALUES ($1, $2, $3, $4, false)
ON CONFLICT (code) DO UPDATE SET
name = COALESCE(EXCLUDED.name, exchanges.name),
country = COALESCE(EXCLUDED.country, exchanges.country),
currency = COALESCE(EXCLUDED.currency, exchanges.currency)
RETURNING id, code, name, country, currency
`;
const result = await this.postgresClient.query(query, [
providerCode,
providerName || providerCode,
countryCode || 'US',
currency || 'USD',
]);
const newExchange = result.rows[0];
// Update cache
this.exchangeCache.set(newExchange.code.toUpperCase(), newExchange);
return newExchange;
}
/**
* Basic exchange code mapping for common cases
*/
private getBasicExchangeMapping(providerCode: string): string | null {
const mappings: Record<string, string> = {
NYE: 'NYSE',
NAS: 'NASDAQ',
TO: 'TSX',
LN: 'LSE',
LON: 'LSE',
};
return mappings[providerCode.toUpperCase()] || null;
}
private async findProviderExchangeMapping(
provider: string,
providerExchangeCode: string
): Promise<any> {
const query =
'SELECT * FROM provider_exchange_mappings WHERE provider = $1 AND provider_exchange_code = $2';
const result = await this.postgresClient.query(query, [provider, providerExchangeCode]);
return result.rows[0] || null;
}
private async processSingleSymbol(
symbol: any,
provider: string,
result: SyncResult
): Promise<void> {
const symbolCode = symbol.symbol || symbol.code;
const exchangeCode = symbol.exchangeCode || symbol.exchange || symbol.exchange_id;
if (!symbolCode || !exchangeCode) {
result.skipped++;
return;
}
// Find active provider exchange mapping
const providerMapping = await this.findActiveProviderExchangeMapping(provider, exchangeCode);
if (!providerMapping) {
result.skipped++;
return;
}
// Check if symbol exists
const existingSymbol = await this.findSymbolByCodeAndExchange(
symbolCode,
providerMapping.master_exchange_id
);
if (existingSymbol) {
await this.updateSymbol(existingSymbol.id, symbol);
await this.upsertProviderMapping(existingSymbol.id, provider, symbol);
result.updated++;
} else {
const newSymbolId = await this.createSymbol(symbol, providerMapping.master_exchange_id);
await this.upsertProviderMapping(newSymbolId, provider, symbol);
result.created++;
}
}
private async findActiveProviderExchangeMapping(
provider: string,
providerExchangeCode: string
): Promise<any> {
const query = `
SELECT pem.*, e.code as master_exchange_code
FROM provider_exchange_mappings pem
JOIN exchanges e ON pem.master_exchange_id = e.id
WHERE pem.provider = $1 AND pem.provider_exchange_code = $2 AND pem.active = true
`;
const result = await this.postgresClient.query(query, [provider, providerExchangeCode]);
return result.rows[0] || null;
}
private async findExchangeByCode(code: string): Promise<any> {
const query = 'SELECT * FROM exchanges WHERE code = $1';
const result = await this.postgresClient.query(query, [code]);
return result.rows[0] || null;
}
private async findSymbolByCodeAndExchange(symbol: string, exchangeId: string): Promise<any> {
const query = 'SELECT * FROM symbols WHERE symbol = $1 AND exchange_id = $2';
const result = await this.postgresClient.query(query, [symbol, exchangeId]);
return result.rows[0] || null;
}
private async createSymbol(symbol: any, exchangeId: string): Promise<string> {
const query = `
INSERT INTO symbols (symbol, exchange_id, company_name, country, currency)
VALUES ($1, $2, $3, $4, $5)
RETURNING id
`;
const result = await this.postgresClient.query(query, [
symbol.symbol || symbol.code,
exchangeId,
symbol.companyName || symbol.name || symbol.company_name,
symbol.countryCode || symbol.country_code || 'US',
symbol.currency || 'USD',
]);
return result.rows[0].id;
}
private async updateSymbol(symbolId: string, symbol: any): Promise<void> {
const query = `
UPDATE symbols
SET company_name = COALESCE($2, company_name),
country = COALESCE($3, country),
currency = COALESCE($4, currency),
updated_at = NOW()
WHERE id = $1
`;
await this.postgresClient.query(query, [
symbolId,
symbol.companyName || symbol.name || symbol.company_name,
symbol.countryCode || symbol.country_code,
symbol.currency,
]);
}
private async upsertProviderMapping(
symbolId: string,
provider: string,
symbol: any
): Promise<void> {
const query = `
INSERT INTO provider_mappings
(symbol_id, provider, provider_symbol, provider_exchange, last_seen)
VALUES ($1, $2, $3, $4, NOW())
ON CONFLICT (provider, provider_symbol)
DO UPDATE SET
symbol_id = EXCLUDED.symbol_id,
provider_exchange = EXCLUDED.provider_exchange,
last_seen = NOW()
`;
await this.postgresClient.query(query, [
symbolId,
provider,
symbol.qmSearchCode || symbol.symbol || symbol.code,
symbol.exchangeCode || symbol.exchange || symbol.exchange_id,
]);
}
private async updateSyncStatus(provider: string, dataType: string, count: number): Promise<void> {
const query = `
INSERT INTO sync_status (provider, data_type, last_sync_at, last_sync_count, sync_errors)
VALUES ($1, $2, NOW(), $3, NULL)
ON CONFLICT (provider, data_type)
DO UPDATE SET
last_sync_at = NOW(),
last_sync_count = EXCLUDED.last_sync_count,
sync_errors = NULL,
updated_at = NOW()
`;
await this.postgresClient.query(query, [provider, dataType, count]);
}
private normalizeCountryCode(countryCode: string): string | null {
if (!countryCode) {
return null;
}
// Map common country variations to ISO 2-letter codes
const countryMap: Record<string, string> = {
'United States': 'US',
USA: 'US',
Canada: 'CA',
'United Kingdom': 'GB',
UK: 'GB',
Germany: 'DE',
Japan: 'JP',
Australia: 'AU',
};
const normalized = countryMap[countryCode];
return normalized || (countryCode.length === 2 ? countryCode.toUpperCase() : null);
}
private mergeResults(target: SyncResult, source: SyncResult): void {
target.processed += source.processed;
target.created += source.created;
target.updated += source.updated;
target.skipped += source.skipped;
target.errors += source.errors;
}
}
// Export singleton instance
export const enhancedSyncManager = new EnhancedSyncManager();