Reorganize UI for external trading workflow with manual trade logging
- Restructure tabs to analysis-focused workflow: * Analysis Hub: AI analysis, risk management, manual trade logger * Daily Prep: Market summary, alerts, checklist, news, trading plan * Journal & Review: Trading journal, habit tracker, advanced analytics * Live Charts: Technical analysis with streaming charts - Add ManualTradeLogger component for logging trades from MT5/TradingView/cTrader - Remove execution-focused components (TradeControls, PortfolioTracker) - Update XAU/USD price to realistic ,084.99 - Add indicator preferences and AI plan service - Add comprehensive documentation on decision coverage and implementation
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Krikorios
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"""
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AI Plan Generation Service
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Generates daily trading plans using AI based on user's indicator preferences
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"""
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from typing import List, Optional, Dict
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from datetime import date
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from sqlalchemy.orm import Session
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import json
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from app.models.models import UserIndicatorPreferences, AIPlanGeneration
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from app.schemas.schemas import (
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AIPlanGenerationRequest,
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AIPlanGenerationResponse,
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MarketBias,
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PriceData
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)
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from app.services.openrouter import openrouter_service
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class AIPlanService:
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"""Service for AI-powered trading plan generation"""
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def _get_user_indicator_preferences(self, db: Session, user_id: Optional[str] = None) -> List[UserIndicatorPreferences]:
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"""Fetch user's enabled indicator preferences"""
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query = db.query(UserIndicatorPreferences).filter(
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UserIndicatorPreferences.enabled == True
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)
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if user_id:
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query = query.filter(UserIndicatorPreferences.user_id == user_id)
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return query.order_by(UserIndicatorPreferences.priority.desc()).all()
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def _build_ai_prompt(
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self,
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request: AIPlanGenerationRequest,
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indicator_preferences: List[UserIndicatorPreferences]
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) -> str:
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"""Build comprehensive prompt for AI plan generation"""
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indicator_names = [pref.indicator_name for pref in indicator_preferences] if indicator_preferences else []
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prompt = f"""You are an expert gold (XAU/USD) trading analyst. Generate a detailed daily trading plan based on the following information:
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CURRENT MARKET DATA:
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- Current Price: ${request.current_price:.2f}
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- User's Risk Tolerance: {request.risk_tolerance}
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- Available Capital: ${request.user_capital if request.user_capital else 'Not specified'}
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USER'S PREFERRED TECHNICAL INDICATORS:
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{', '.join(indicator_names) if indicator_names else 'No specific preferences - use standard analysis'}
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INDICATOR DETAILS:
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"""
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for pref in indicator_preferences:
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prompt += f"- {pref.indicator_name} (Priority: {pref.priority})"
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if pref.parameters:
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prompt += f" - Parameters: {json.dumps(pref.parameters)}"
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if pref.notes:
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prompt += f" - Notes: {pref.notes}"
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prompt += "\n"
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if request.price_data and len(request.price_data) > 0:
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recent_prices = request.price_data[-10:] # Last 10 data points
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prompt += f"\nRECENT PRICE ACTION (last {len(recent_prices)} periods):\n"
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for i, pd in enumerate(recent_prices, 1):
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prompt += f" {i}. Open: ${pd.open:.2f}, High: ${pd.high:.2f}, Low: ${pd.low:.2f}, Close: ${pd.close:.2f}\n"
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if request.indicators_data:
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prompt += f"\nCURRENT INDICATOR VALUES:\n"
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for indicator, value in request.indicators_data.items():
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prompt += f"- {indicator}: {value}\n"
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prompt += """
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Please generate a comprehensive daily trading plan with the following structure:
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1. MARKET BIAS: Determine if the market is BULLISH, BEARISH, or NEUTRAL
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2. CONFIDENCE: Your confidence level in this analysis (0-100)
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3. DAILY TARGET: Suggested profit target in dollars (be realistic based on user's capital and risk tolerance)
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4. MAX LOSS: Maximum acceptable loss for the day (align with risk tolerance)
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5. ENTRY ZONE: Recommended price range for entering positions (min and max)
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6. TARGET PRICE: Primary profit-taking level
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7. STOP LOSS: Stop-loss level to protect capital
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8. SUPPORT LEVELS: 3-5 key support levels below current price
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9. RESISTANCE LEVELS: 3-5 key resistance levels above current price
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10. MAX TRADES: Recommended maximum number of trades for the day
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11. TRADING NOTES: Detailed strategy notes including:
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- Why this bias?
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- What indicators support this view?
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- What to watch for during the day?
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- Risk management considerations
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- Market conditions and factors
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12. REASONING: Detailed explanation of your analysis and why you recommend this plan
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Format your response as a valid JSON object with these exact keys:
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{
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"market_bias": "BULLISH" | "BEARISH" | "NEUTRAL",
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"confidence": 75.0,
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"daily_target": 500.0,
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"max_loss": 250.0,
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"entry_zone_min": 2010.0,
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"entry_zone_max": 2015.0,
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"target_price": 2040.0,
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"stop_loss": 2005.0,
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"support_levels": [2000.0, 1990.0, 1980.0],
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"resistance_levels": [2020.0, 2030.0, 2040.0],
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"max_trades": 3,
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"trading_notes": "Detailed strategy notes here...",
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"reasoning": "Full analysis and reasoning here..."
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}
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Be specific, actionable, and realistic. Consider the user's risk tolerance and preferred indicators heavily in your analysis.
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"""
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return prompt
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async def generate_plan(
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self,
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db: Session,
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request: AIPlanGenerationRequest,
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user_id: Optional[str] = None
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) -> AIPlanGenerationResponse:
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"""Generate an AI-powered trading plan"""
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# Get user's indicator preferences if requested
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indicator_preferences = []
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if request.use_indicator_preferences:
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indicator_preferences = self._get_user_indicator_preferences(db, user_id)
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# Build AI prompt
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prompt = self._build_ai_prompt(request, indicator_preferences)
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# Call AI service
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try:
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# Use OpenRouter service to get AI response
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ai_response = await openrouter_service.generate_trading_plan(prompt)
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# Parse AI response (assuming it returns JSON)
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if isinstance(ai_response, str):
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plan_data = json.loads(ai_response)
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else:
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plan_data = ai_response
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# Create database record
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db_plan = AIPlanGeneration(
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user_id=user_id,
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plan_date=date.today(),
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market_bias=plan_data.get("market_bias", "NEUTRAL"),
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confidence=plan_data.get("confidence", 50.0),
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daily_target=plan_data.get("daily_target"),
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max_loss=plan_data.get("max_loss"),
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entry_zone_min=plan_data.get("entry_zone_min"),
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entry_zone_max=plan_data.get("entry_zone_max"),
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target_price=plan_data.get("target_price"),
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stop_loss=plan_data.get("stop_loss"),
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support_levels=plan_data.get("support_levels", []),
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resistance_levels=plan_data.get("resistance_levels", []),
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max_trades=plan_data.get("max_trades", 3),
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trading_notes=plan_data.get("trading_notes"),
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reasoning=plan_data.get("reasoning"),
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indicators_used=[pref.indicator_name for pref in indicator_preferences],
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market_conditions={
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"current_price": request.current_price,
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"risk_tolerance": request.risk_tolerance,
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},
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ai_model=openrouter_service.model,
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accepted=False,
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modified=False
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)
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db.add(db_plan)
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db.commit()
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db.refresh(db_plan)
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# Return response
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return AIPlanGenerationResponse(
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id=db_plan.id,
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plan_date=str(db_plan.plan_date),
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market_bias=MarketBias(db_plan.market_bias),
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confidence=db_plan.confidence,
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daily_target=db_plan.daily_target,
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max_loss=db_plan.max_loss,
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entry_zone_min=db_plan.entry_zone_min,
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entry_zone_max=db_plan.entry_zone_max,
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target_price=db_plan.target_price,
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stop_loss=db_plan.stop_loss,
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support_levels=db_plan.support_levels,
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resistance_levels=db_plan.resistance_levels,
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max_trades=db_plan.max_trades,
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trading_notes=db_plan.trading_notes,
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indicators_used=db_plan.indicators_used,
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reasoning=db_plan.reasoning,
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market_conditions=db_plan.market_conditions,
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ai_model=db_plan.ai_model,
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created_at=db_plan.created_at
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)
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except json.JSONDecodeError as e:
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raise Exception(f"Failed to parse AI response: {str(e)}")
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except Exception as e:
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raise Exception(f"AI plan generation failed: {str(e)}")
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async def get_plan_history(
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self,
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db: Session,
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user_id: Optional[str] = None,
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limit: int = 10
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) -> List[AIPlanGenerationResponse]:
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"""Get historical AI-generated plans"""
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query = db.query(AIPlanGeneration)
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if user_id:
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query = query.filter(AIPlanGeneration.user_id == user_id)
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plans = query.order_by(AIPlanGeneration.created_at.desc()).limit(limit).all()
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return [
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AIPlanGenerationResponse(
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id=plan.id,
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plan_date=str(plan.plan_date),
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market_bias=MarketBias(plan.market_bias),
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confidence=plan.confidence,
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daily_target=plan.daily_target,
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max_loss=plan.max_loss,
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entry_zone_min=plan.entry_zone_min,
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entry_zone_max=plan.entry_zone_max,
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target_price=plan.target_price,
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stop_loss=plan.stop_loss,
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support_levels=plan.support_levels,
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resistance_levels=plan.resistance_levels,
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max_trades=plan.max_trades,
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trading_notes=plan.trading_notes,
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indicators_used=plan.indicators_used,
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reasoning=plan.reasoning,
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market_conditions=plan.market_conditions,
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ai_model=plan.ai_model,
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created_at=plan.created_at
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)
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for plan in plans
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]
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async def submit_feedback(
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self,
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db: Session,
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plan_id: int,
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accepted: bool,
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modified: bool = False,
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feedback: Optional[str] = None
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):
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"""Submit user feedback on an AI-generated plan"""
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plan = db.query(AIPlanGeneration).filter(AIPlanGeneration.id == plan_id).first()
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if not plan:
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raise Exception("Plan not found")
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plan.accepted = accepted
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plan.modified = modified
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plan.feedback = feedback
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db.commit()
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db.refresh(plan)
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return plan
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# Global instance
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ai_plan_service = AIPlanService()
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@@ -135,5 +135,65 @@ Respond in JSON format:
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risk_level=RiskLevel(analysis_data.get("risk_level", "MEDIUM")),
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)
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async def generate_trading_plan(self, prompt: str) -> dict:
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"""
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Generate a comprehensive trading plan using AI
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Args:
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prompt: Detailed prompt with market data and user preferences
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Returns:
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Dictionary with trading plan data
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"""
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headers = {
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"Authorization": f"Bearer {self.api_key}",
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"Content-Type": "application/json",
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"HTTP-Referer": settings.OPENROUTER_SITE_URL,
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"X-Title": settings.OPENROUTER_SITE_NAME,
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}
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payload = {
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"model": self.model,
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"messages": [
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{
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"role": "system",
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"content": "You are an expert gold (XAU/USD) trading analyst. Always respond with valid JSON only, no additional text or explanations.",
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},
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{"role": "user", "content": prompt},
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],
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"temperature": 0.7,
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"max_tokens": 2000,
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}
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async with httpx.AsyncClient(timeout=90.0) as client:
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response = await client.post(
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f"{self.base_url}/chat/completions",
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headers=headers,
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json=payload,
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)
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response.raise_for_status()
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data = response.json()
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# Extract AI response
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ai_content = data["choices"][0]["message"]["content"]
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# Parse JSON response
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try:
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# Try to extract JSON from markdown code blocks if present
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if "```json" in ai_content:
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json_start = ai_content.find("```json") + 7
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json_end = ai_content.find("```", json_start)
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ai_content = ai_content[json_start:json_end].strip()
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elif "```" in ai_content:
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json_start = ai_content.find("```") + 3
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json_end = ai_content.find("```", json_start)
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ai_content = ai_content[json_start:json_end].strip()
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plan_data = json.loads(ai_content)
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return plan_data
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except json.JSONDecodeError as e:
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raise Exception(f"Failed to parse AI trading plan response: {str(e)}")
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openrouter_service = OpenRouterService()
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Reference in New Issue
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