phase 4-5: peer matrix and earnings delta

atlas-terminal/server/utils/peer_universe.py

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+"""Peer universe helpers shared by gateway providers and legacy services."""
+
+from __future__ import annotations
+
+from typing import List, Optional, Tuple
+
+from server.utils.ticker_utils import SECTORS
+
+_BUCKET_KEYWORDS: list[tuple[str, list[str]]] = [
+    ("Semiconductors & Hardware", ["semiconductor", "semiconductors", "semi ", "hardware"]),
+    ("Software & Cloud", ["software", "cloud", "saas", "internet content"]),
+    ("Consumer Retail", ["retail", "consumer", "restaurant", "specialty retail"]),
+    ("Financial Services", ["financial", "bank", "insurance", "capital market"]),
+    ("Healthcare", ["health", "drug", "biotech", "medical"]),
+]
+
+
+def match_peer_bucket(sector: str, industry: str) -> Optional[str]:
+    text = f"{sector} {industry}".lower()
+    for bucket, keywords in _BUCKET_KEYWORDS:
+        if any(keyword in text for keyword in keywords):
+            return bucket
+    for bucket_name in SECTORS:
+        parts = bucket_name.lower().replace("&", " ").split()
+        if any(part in text for part in parts if len(part) > 3):
+            return bucket_name
+    return None
+
+
+def fallback_large_caps(sector: str) -> list[str]:
+    s = (sector or "").lower()
+    if "technology" in s or "tech" in s:
+        return ["MSFT", "AAPL", "GOOGL", "META", "NVDA"]
+    if "financial" in s or "financials" in s:
+        return ["JPM", "BAC", "GS", "MS", "V"]
+    if "health" in s:
+        return ["UNH", "JNJ", "LLY", "ABBV", "MRK"]
+    if "consumer" in s:
+        return ["AMZN", "WMT", "HD", "MCD", "SBUX"]
+    return ["MSFT", "AAPL", "GOOGL", "AMZN", "JPM"]
+
+
+def peer_symbols_for_profile(ticker: str, sector: str, industry: str, cap: int = 8) -> List[str]:
+    t = ticker.upper().strip()
+    bucket = match_peer_bucket(sector, industry)
+    syms = list(SECTORS[bucket]) if bucket and bucket in SECTORS else fallback_large_caps(sector)
+    if t not in syms:
+        syms = [t] + [symbol for symbol in syms if symbol != t]
+
+    seen: set[str] = set()
+    out: list[str] = []
+    for symbol in syms:
+        normalized = symbol.upper()
+        if normalized not in seen:
+            seen.add(normalized)
+            out.append(normalized)
+        if len(out) >= cap:
+            break
+    return out
+
+
+def peer_symbols(ticker: str, sector: str, industry: str) -> List[str]:
+    """Backward-compatible alias used by older services."""
+
+    return peer_symbols_for_profile(ticker, sector, industry)