mirror of
https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
synced 2026-08-25 08:18:05 +00:00
shawnkim1997andClaude Opus 4.6
b2acda81ee
Complete migration from Streamlit to Next.js 14 App Router + FastAPI backend. Frontend (Next.js 14): - 10 pages: Overview, Research, Valuation, Technical, Markets, Earnings, News, Portfolio, Filings, Settings - Terminal Noir dark theme with custom Tailwind config - TradingView Lightweight Charts for candlestick/volume - Valuation: DCF, Sensitivity Matrix, Monte Carlo, Tornado, Reverse DCF - Financial Statements table with YoY growth badges and margin rows - SEC EDGAR inline filing viewer with section tabs - News split-view with iframe article embedding - Technical Analysis with RSI, MACD, Bollinger, Fibonacci, Moving Averages - Earnings beat/miss visualization - AI Copilot chat panel with Gemini integration Backend (FastAPI): - 13 routers: market_data, financials, valuation, technical, earnings, insider, edgar, news, portfolio, analysis, chat, estimates, fx - Services: DCF engine, Monte Carlo simulation, sensitivity analysis, risk metrics, SEC parser, technical indicators - yfinance + yahooquery data sources with fallback pattern - SQLite caching layer Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
96 lines
3.5 KiB
Python
96 lines
3.5 KiB
Python
"""
|
|
Unified repository — routes operations to PostgreSQL or SQLite
|
|
based on DATABASE_URL environment variable.
|
|
|
|
Usage:
|
|
from server.db.unified_repo import repo
|
|
positions = await repo.get_all_positions()
|
|
"""
|
|
import os
|
|
import logging
|
|
from typing import Optional, Any
|
|
|
|
logger = logging.getLogger(__name__)
|
|
|
|
|
|
def _use_postgres() -> bool:
|
|
"""Check if PostgreSQL should be used."""
|
|
return bool(os.getenv("DATABASE_URL", ""))
|
|
|
|
|
|
class UnifiedRepo:
|
|
"""Routes database operations to the appropriate backend."""
|
|
|
|
async def get_all_positions(self) -> list[dict]:
|
|
if _use_postgres():
|
|
from server.db.pg_portfolio_repo import pg_get_all_positions
|
|
return await pg_get_all_positions()
|
|
from server.db.portfolio_repo import get_all_positions
|
|
return await get_all_positions()
|
|
|
|
async def add_position(self, **kwargs) -> Optional[dict]:
|
|
if _use_postgres():
|
|
from server.db.pg_portfolio_repo import pg_add_position
|
|
return await pg_add_position(**kwargs)
|
|
from server.db.portfolio_repo import add_position
|
|
return await add_position(**kwargs)
|
|
|
|
async def update_position(self, position_id: int, **kwargs) -> Optional[dict]:
|
|
if _use_postgres():
|
|
from server.db.pg_portfolio_repo import pg_update_position
|
|
return await pg_update_position(position_id, **kwargs)
|
|
from server.db.portfolio_repo import update_position
|
|
return await update_position(position_id, **kwargs)
|
|
|
|
async def delete_position(self, position_id: int) -> bool:
|
|
if _use_postgres():
|
|
from server.db.pg_portfolio_repo import pg_delete_position
|
|
return await pg_delete_position(position_id)
|
|
from server.db.portfolio_repo import delete_position
|
|
return await delete_position(position_id)
|
|
|
|
async def bulk_add_positions(self, positions: list[dict]) -> list[dict]:
|
|
if _use_postgres():
|
|
from server.db.pg_portfolio_repo import pg_bulk_add_positions
|
|
return await pg_bulk_add_positions(positions)
|
|
from server.db.portfolio_repo import bulk_add_positions
|
|
return await bulk_add_positions(positions)
|
|
|
|
async def cache_get(self, key: str) -> Optional[Any]:
|
|
if _use_postgres():
|
|
from server.db.pg_cache_repo import pg_cache_get
|
|
return await pg_cache_get(key)
|
|
from server.db.cache import cache_manager
|
|
return await cache_manager.get(key)
|
|
|
|
async def cache_set(self, key: str, value: Any, ttl: int = 86400) -> None:
|
|
if _use_postgres():
|
|
from server.db.pg_cache_repo import pg_cache_set
|
|
return await pg_cache_set(key, value, ttl)
|
|
from server.db.cache import cache_manager
|
|
await cache_manager.set(key, value, ttl)
|
|
|
|
async def init_db(self) -> None:
|
|
"""Initialize the appropriate database."""
|
|
if _use_postgres():
|
|
from server.db.pg_database import init_pg_tables
|
|
await init_pg_tables()
|
|
logger.info("Using PostgreSQL backend.")
|
|
else:
|
|
from server.db.database import init_db
|
|
await init_db()
|
|
logger.info("Using SQLite backend.")
|
|
|
|
async def close_db(self) -> None:
|
|
"""Close database connections."""
|
|
if _use_postgres():
|
|
from server.db.pg_database import close_pg_pool
|
|
await close_pg_pool()
|
|
else:
|
|
from server.db.database import close_db
|
|
await close_db()
|
|
|
|
|
|
# Singleton
|
|
repo = UnifiedRepo()
|