openbb-invest-api/routes.py

from fastapi import APIRouter, Path, Query

from mappers import (
    discover_items_from_list,
    metrics_from_dict,
    profile_from_dict,
    quote_from_dict,
)
from models import (
    ApiResponse,
    FinancialsResponse,
    HistoricalBar,
    NewsItem,
    PortfolioRequest,
    PortfolioResponse,
    SummaryResponse,
)
from route_utils import safe, validate_symbol
import openbb_service
import analysis_service

router = APIRouter(prefix="/api/v1")


# --- Stock Data ---


@router.get("/stock/{symbol}/quote", response_model=ApiResponse)
@safe
async def stock_quote(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get current quote for a stock."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_quote(symbol)
    return ApiResponse(data=quote_from_dict(symbol, data).model_dump())


@router.get("/stock/{symbol}/profile", response_model=ApiResponse)
@safe
async def stock_profile(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get company profile."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_profile(symbol)
    return ApiResponse(data=profile_from_dict(symbol, data).model_dump())


@router.get("/stock/{symbol}/metrics", response_model=ApiResponse)
@safe
async def stock_metrics(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get key financial metrics (PE, PB, ROE, etc.)."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_metrics(symbol)
    return ApiResponse(data=metrics_from_dict(symbol, data).model_dump())


@router.get("/stock/{symbol}/financials", response_model=ApiResponse)
@safe
async def stock_financials(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get income statement, balance sheet, and cash flow."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_financials(symbol)
    return ApiResponse(data=FinancialsResponse(**data).model_dump())


@router.get("/stock/{symbol}/historical", response_model=ApiResponse)
@safe
async def stock_historical(
    symbol: str = Path(..., min_length=1, max_length=20),
    days: int = Query(default=365, ge=1, le=3650),
):
    """Get historical price data."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_historical(symbol, days=days)
    bars = [
        HistoricalBar(
            date=str(item.get("date", "")),
            open=item.get("open"),
            high=item.get("high"),
            low=item.get("low"),
            close=item.get("close"),
            volume=item.get("volume"),
        ).model_dump()
        for item in data
    ]
    return ApiResponse(data=bars)


@router.get("/stock/{symbol}/news", response_model=ApiResponse)
@safe
async def stock_news(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get recent company news."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_news(symbol)
    news = [
        NewsItem(
            title=item.get("title"),
            url=item.get("url"),
            date=str(item.get("date", "")),
            source=item.get("source"),
        ).model_dump()
        for item in data
    ]
    return ApiResponse(data=news)


@router.get("/stock/{symbol}/summary", response_model=ApiResponse)
@safe
async def stock_summary(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get aggregated stock data: quote + profile + metrics + financials."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_summary(symbol)
    summary = SummaryResponse(
        quote=quote_from_dict(symbol, data.get("quote", {})),
        profile=profile_from_dict(symbol, data.get("profile", {})),
        metrics=metrics_from_dict(symbol, data.get("metrics", {})),
        financials=FinancialsResponse(
            **data.get("financials", {"symbol": symbol})
        ),
    )
    return ApiResponse(data=summary.model_dump())


# --- Portfolio Analysis ---


@router.post("/portfolio/analyze", response_model=ApiResponse)
@safe
async def portfolio_analyze(request: PortfolioRequest):
    """Analyze portfolio holdings with rule-based engine."""
    result: PortfolioResponse = await analysis_service.analyze_portfolio(
        request.holdings
    )
    return ApiResponse(data=result.model_dump())


# --- Discovery ---


@router.get("/discover/gainers", response_model=ApiResponse)
@safe
async def discover_gainers():
    """Get top gainers (US market)."""
    data = await openbb_service.get_gainers()
    return ApiResponse(data=discover_items_from_list(data))


@router.get("/discover/losers", response_model=ApiResponse)
@safe
async def discover_losers():
    """Get top losers (US market)."""
    data = await openbb_service.get_losers()
    return ApiResponse(data=discover_items_from_list(data))


@router.get("/discover/active", response_model=ApiResponse)
@safe
async def discover_active():
    """Get most active stocks (US market)."""
    data = await openbb_service.get_active()
    return ApiResponse(data=discover_items_from_list(data))


@router.get("/discover/undervalued", response_model=ApiResponse)
@safe
async def discover_undervalued():
    """Get undervalued large cap stocks."""
    data = await openbb_service.get_undervalued()
    return ApiResponse(data=discover_items_from_list(data))


@router.get("/discover/growth", response_model=ApiResponse)
@safe
async def discover_growth():
    """Get growth tech stocks."""
    data = await openbb_service.get_growth()
    return ApiResponse(data=discover_items_from_list(data))


# --- Equity Fundamentals Extended (Group B) ---


@router.get("/stock/{symbol}/management", response_model=ApiResponse)
@safe
async def stock_management(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get executive team: name, title, compensation."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_management(symbol)
    return ApiResponse(data=data)


@router.get("/stock/{symbol}/dividends", response_model=ApiResponse)
@safe
async def stock_dividends(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get historical dividend records."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_dividends(symbol)
    return ApiResponse(data=data)


@router.get("/stock/{symbol}/filings", response_model=ApiResponse)
@safe
async def stock_filings(
    symbol: str = Path(..., min_length=1, max_length=20),
    form_type: str = Query(default=None, max_length=20, pattern=r"^[A-Za-z0-9/-]+$"),
):
    """Get SEC filings (10-K, 10-Q, 8-K, etc.)."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_filings(symbol, form_type=form_type)
    return ApiResponse(data=data)


@router.get("/search", response_model=ApiResponse)
@safe
async def company_search(query: str = Query(..., min_length=1, max_length=100)):
    """Search for companies by name (SEC/NASDAQ)."""
    data = await openbb_service.search_company(query)
    return ApiResponse(data=data)