galaxis-po/backend/app/api/data_explorer.py

"""
Data explorer API endpoints for viewing collected stock/ETF data.
"""
from datetime import date
from typing import Optional, List

from fastapi import APIRouter, Depends, Query
from sqlalchemy import or_
from sqlalchemy.orm import Session
from pydantic import BaseModel

from app.core.database import get_db
from app.api.deps import CurrentUser
from app.models.stock import Stock, ETF, Price, ETFPrice, Sector, Valuation
from app.schemas.portfolio import FloatDecimal

router = APIRouter(prefix="/api/data", tags=["data-explorer"])


# --- Response schemas ---

class PaginatedResponse(BaseModel):
    items: list
    total: int
    page: int
    size: int


class StockItem(BaseModel):
    ticker: str
    name: str
    market: str
    close_price: FloatDecimal | None = None
    market_cap: int | None = None

    class Config:
        from_attributes = True


class ETFItem(BaseModel):
    ticker: str
    name: str
    asset_class: str
    market: str
    expense_ratio: FloatDecimal | None = None

    class Config:
        from_attributes = True


class PriceItem(BaseModel):
    date: date
    open: FloatDecimal | None = None
    high: FloatDecimal | None = None
    low: FloatDecimal | None = None
    close: FloatDecimal
    volume: int | None = None

    class Config:
        from_attributes = True


class ETFPriceItem(BaseModel):
    date: date
    close: FloatDecimal
    nav: FloatDecimal | None = None
    volume: int | None = None

    class Config:
        from_attributes = True


class SectorItem(BaseModel):
    ticker: str
    company_name: str
    sector_code: str
    sector_name: str

    class Config:
        from_attributes = True


class ValuationItem(BaseModel):
    ticker: str
    base_date: date
    per: FloatDecimal | None = None
    pbr: FloatDecimal | None = None
    psr: FloatDecimal | None = None
    pcr: FloatDecimal | None = None
    dividend_yield: FloatDecimal | None = None

    class Config:
        from_attributes = True


# --- Endpoints ---

@router.get("/stocks")
async def list_stocks(
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    page: int = Query(1, ge=1),
    size: int = Query(50, ge=1, le=200),
    search: Optional[str] = None,
    market: Optional[str] = None,
):
    """List collected stocks with pagination and search."""
    query = db.query(Stock)
    if search:
        query = query.filter(
            or_(Stock.ticker.contains(search), Stock.name.contains(search))
        )
    if market:
        query = query.filter(Stock.market == market)

    total = query.count()
    items = query.order_by(Stock.ticker).offset((page - 1) * size).limit(size).all()

    return {
        "items": [StockItem.model_validate(s) for s in items],
        "total": total,
        "page": page,
        "size": size,
    }


@router.get("/stocks/{ticker}/prices")
async def get_stock_prices(
    ticker: str,
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    skip: int = Query(0, ge=0),
    limit: int = Query(365, ge=1, le=3000),
):
    """Get daily prices for a stock with pagination."""
    base_query = db.query(Price).filter(Price.ticker == ticker)
    total = base_query.count()
    prices = (
        base_query
        .order_by(Price.date.desc())
        .offset(skip)
        .limit(limit)
        .all()
    )
    return {
        "items": [PriceItem.model_validate(p) for p in prices],
        "total": total,
        "skip": skip,
        "limit": limit,
    }


@router.get("/etfs")
async def list_etfs(
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    page: int = Query(1, ge=1),
    size: int = Query(50, ge=1, le=200),
    search: Optional[str] = None,
):
    """List collected ETFs with pagination and search."""
    query = db.query(ETF)
    if search:
        query = query.filter(
            or_(ETF.ticker.contains(search), ETF.name.contains(search))
        )

    total = query.count()
    items = query.order_by(ETF.ticker).offset((page - 1) * size).limit(size).all()

    return {
        "items": [ETFItem.model_validate(e) for e in items],
        "total": total,
        "page": page,
        "size": size,
    }


@router.get("/etfs/{ticker}/prices")
async def get_etf_prices(
    ticker: str,
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    skip: int = Query(0, ge=0),
    limit: int = Query(365, ge=1, le=3000),
):
    """Get daily prices for an ETF with pagination."""
    base_query = db.query(ETFPrice).filter(ETFPrice.ticker == ticker)
    total = base_query.count()
    prices = (
        base_query
        .order_by(ETFPrice.date.desc())
        .offset(skip)
        .limit(limit)
        .all()
    )
    return {
        "items": [ETFPriceItem.model_validate(p) for p in prices],
        "total": total,
        "skip": skip,
        "limit": limit,
    }


@router.get("/sectors")
async def list_sectors(
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    page: int = Query(1, ge=1),
    size: int = Query(50, ge=1, le=200),
    search: Optional[str] = None,
):
    """List sector classification data."""
    query = db.query(Sector)
    if search:
        query = query.filter(
            or_(Sector.ticker.contains(search), Sector.company_name.contains(search), Sector.sector_name.contains(search))
        )

    total = query.count()
    items = query.order_by(Sector.ticker).offset((page - 1) * size).limit(size).all()

    return {
        "items": [SectorItem.model_validate(s) for s in items],
        "total": total,
        "page": page,
        "size": size,
    }


@router.get("/valuations")
async def list_valuations(
    current_user: CurrentUser,
    db: Session = Depends(get_db),
    page: int = Query(1, ge=1),
    size: int = Query(50, ge=1, le=200),
    search: Optional[str] = None,
):
    """List valuation metrics data."""
    query = db.query(Valuation)
    if search:
        query = query.filter(Valuation.ticker.contains(search))

    total = query.count()
    items = (
        query.order_by(Valuation.ticker, Valuation.base_date.desc())
        .offset((page - 1) * size)
        .limit(size)
        .all()
    )

    return {
        "items": [ValuationItem.model_validate(v) for v in items],
        "total": total,
        "page": page,
        "size": size,
    }