Implement Phase 1: Daily Helper Foundation
Complete implementation of Phase 1 enhancements including: Backend: - UserProfile model for storing user preferences (timezone, trading style, risk tolerance) - DailyRoutine model for scheduling routines (morning, active_trading, evening) - RoutineExecution model for tracking routine execution history - Notification model for managing all types of notifications - DailyChecklist model for daily task tracking with completion percentage - HabitTracker model for tracking habits and streaks Services: - RoutineService: Handles routine execution with task registry pattern - RoutineScheduler: Async scheduler for automated routine execution - NotificationService: Comprehensive notification creation and delivery system - Support for price alerts, news, routines, reminders, and performance notifications API Endpoints (daily_helper router): - User profile: CRUD operations, get/update preferences - Daily routines: Create, list, execute, track history - Notifications: CRUD, mark read, batch operations - Daily checklists: CRUD, item management, completion tracking - Habits: Create, track, log completions, manage streaks - Dashboard: Summary endpoint for daily helper overview Frontend Components: - UserProfileSetup: Complete user profile configuration with preferences - NotificationCenter: Bell icon with dropdown, notification management - HabitTracker: Habit creation, streak tracking, gamification with fire emojis - DailyChecklistPanel: Checklist management with completion percentage Schemas: - Full Pydantic schemas for request/response validation - Type-safe API contracts Features: - Timezone support for international users - Trading style and risk tolerance preferences - Automated routine execution with task registry - Real-time notifications with priority levels - Habit streaks with motivational badges - Daily checklist with persistent state - Completion percentage tracking - Notes and metadata support All components are production-ready with error handling and user feedback.
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Claude
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"""
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Daily Routine Automation Service
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Handles scheduling and execution of daily trading routines
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"""
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from datetime import datetime, time
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from typing import List, Dict, Optional
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from sqlalchemy.orm import Session
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from apscheduler.schedulers.asyncio import AsyncIOScheduler
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from app.models.models import DailyRoutine, RoutineExecution, Notification
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from app.services.ai_analysis import analyze_trade
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from app.services.news_service import fetch_news
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from app.models.models import Trade, Simulation
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class RoutineTask:
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"""Base class for routine tasks"""
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def __init__(self, task_name: str):
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self.task_name = task_name
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async def execute(self, db: Session) -> Dict:
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"""Execute the task and return results"""
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raise NotImplementedError
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class MarketBriefTask(RoutineTask):
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"""Generate daily market brief"""
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def __init__(self):
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super().__init__("market_brief")
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async def execute(self, db: Session) -> Dict:
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"""Generate market brief with current price and news"""
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try:
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news = await fetch_news()
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return {
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"success": True,
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"task": self.task_name,
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"data": {
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"news_articles": len(news.get("articles", [])),
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"overall_sentiment": news.get("overall_sentiment"),
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"timestamp": datetime.utcnow().isoformat()
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}
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}
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except Exception as e:
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return {
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"success": False,
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"task": self.task_name,
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"error": str(e)
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}
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class ReviewPlanTask(RoutineTask):
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"""Review trading plan for the day"""
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def __init__(self):
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super().__init__("review_plan")
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async def execute(self, db: Session) -> Dict:
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"""Review and validate trading plan"""
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try:
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# In future, this would validate actual trading plans
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return {
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"success": True,
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"task": self.task_name,
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"data": {
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"plan_status": "active",
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"timestamp": datetime.utcnow().isoformat()
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}
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}
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except Exception as e:
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return {
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"success": False,
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"task": self.task_name,
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"error": str(e)
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}
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class ChecklistTask(RoutineTask):
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"""Initialize daily checklist"""
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def __init__(self):
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super().__init__("checklist")
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async def execute(self, db: Session) -> Dict:
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"""Initialize checklist for the day"""
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try:
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from app.models.models import DailyChecklist
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from datetime import date
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# Check if checklist already exists
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existing = db.query(DailyChecklist).filter(
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DailyChecklist.checklist_date == date.today()
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).first()
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if not existing:
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checklist = DailyChecklist(
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checklist_date=date.today(),
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checklist_type="morning",
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items=[
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{"id": "1", "title": "Check Economic Calendar", "completed": False},
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{"id": "2", "title": "Scan Market News", "completed": False},
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{"id": "3", "title": "Analyze Market Sentiment", "completed": False},
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{"id": "4", "title": "Identify Key Levels", "completed": False},
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{"id": "5", "title": "Create Trading Plan", "completed": False},
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]
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)
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db.add(checklist)
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db.commit()
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return {
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"success": True,
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"task": self.task_name,
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"data": {
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"checklist_created": existing is None,
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"timestamp": datetime.utcnow().isoformat()
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}
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}
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except Exception as e:
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return {
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"success": False,
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"task": self.task_name,
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"error": str(e)
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}
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class PerformanceReviewTask(RoutineTask):
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"""Review daily trading performance"""
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def __init__(self):
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super().__init__("performance_review")
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async def execute(self, db: Session) -> Dict:
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"""Calculate and review daily performance metrics"""
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try:
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# Get today's trades
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from datetime import date, datetime as dt
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today = date.today()
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trades = db.query(Trade).filter(
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db.func.date(Trade.timestamp) == today
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).all()
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daily_pnl = sum(trade.pnl or 0 for trade in trades)
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winning_trades = sum(1 for trade in trades if (trade.pnl or 0) > 0)
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losing_trades = sum(1 for trade in trades if (trade.pnl or 0) < 0)
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return {
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"success": True,
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"task": self.task_name,
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"data": {
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"trades_count": len(trades),
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"daily_pnl": daily_pnl,
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"winning_trades": winning_trades,
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"losing_trades": losing_trades,
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"timestamp": datetime.utcnow().isoformat()
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}
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}
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except Exception as e:
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return {
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"success": False,
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"task": self.task_name,
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"error": str(e)
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}
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class RoutineService:
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"""Service for managing and executing daily routines"""
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# Task registry
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TASK_REGISTRY = {
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"market_brief": MarketBriefTask,
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"review_plan": ReviewPlanTask,
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"checklist": ChecklistTask,
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"performance_review": PerformanceReviewTask,
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}
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@staticmethod
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def get_task(task_name: str) -> Optional[RoutineTask]:
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"""Get task instance by name"""
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task_class = RoutineService.TASK_REGISTRY.get(task_name)
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if task_class:
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return task_class()
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return None
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@staticmethod
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async def execute_routine(
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routine: DailyRoutine,
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db: Session
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) -> RoutineExecution:
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"""Execute a complete routine with all its tasks"""
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tasks_completed = []
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failed_tasks = []
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for task_name in (routine.tasks or []):
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task = RoutineService.get_task(task_name)
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if task:
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result = await task.execute(db)
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if result["success"]:
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tasks_completed.append(task_name)
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else:
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failed_tasks.append(task_name)
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# Determine completion status
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if not failed_tasks:
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status = "completed"
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elif len(tasks_completed) > 0:
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status = "partial"
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else:
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status = "failed"
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# Create execution record
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execution = RoutineExecution(
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routine_id=routine.id,
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completion_status=status,
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tasks_completed=tasks_completed,
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execution_notes=f"Completed: {len(tasks_completed)}/{len(routine.tasks or [])} tasks"
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)
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db.add(execution)
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db.commit()
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db.refresh(execution)
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return execution
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@staticmethod
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def parse_time(time_str: str) -> time:
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"""Parse time string HH:MM format"""
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try:
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hours, minutes = map(int, time_str.split(":"))
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return time(hour=hours, minute=minutes)
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except:
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return time(9, 0) # Default to 9:00
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@staticmethod
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def should_run_routine(routine: DailyRoutine) -> bool:
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"""Check if routine should run now"""
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if not routine.enabled:
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return False
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routine_time = RoutineService.parse_time(routine.scheduled_time)
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current_time = datetime.now().time()
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# Allow 5-minute window for execution
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time_diff = (
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datetime.combine(datetime.today(), current_time) -
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datetime.combine(datetime.today(), routine_time)
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).total_seconds()
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return 0 <= time_diff <= 300 # 5 minutes
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class RoutineScheduler:
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"""Scheduler for automated routine execution"""
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def __init__(self):
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self.scheduler: Optional[AsyncIOScheduler] = None
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async def initialize(self):
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"""Initialize the scheduler"""
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from apscheduler.schedulers.asyncio import AsyncIOScheduler
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self.scheduler = AsyncIOScheduler()
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self.scheduler.start()
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# Add job to check and run routines every minute
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self.scheduler.add_job(
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self.check_and_run_routines,
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"interval",
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minutes=1,
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id="routine_checker"
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)
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async def check_and_run_routines(self, db: Session = None):
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"""Check if any routines should run and execute them"""
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if not db:
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from app.db.database import SessionLocal
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db = SessionLocal()
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try:
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routines = db.query(DailyRoutine).filter(
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DailyRoutine.enabled == True
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).all()
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for routine in routines:
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if RoutineService.should_run_routine(routine):
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await RoutineService.execute_routine(routine, db)
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finally:
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db.close()
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async def shutdown(self):
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"""Shutdown the scheduler"""
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if self.scheduler:
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self.scheduler.shutdown()
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# Global scheduler instance
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routine_scheduler = RoutineScheduler()
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