Implement Phase 2 and complete frontend integration
Complete implementation of: Phase 2 - Smart Notifications & Email Reports: - EmailService with daily/weekly report generation - HTML email templates for professional reports - NotificationScheduler for intelligent delivery - Automatic daily 5 PM reports - Weekly reports every Friday at 6 PM - Notification batching to avoid fatigue - Old notification cleanup (auto-delete after 30 days) - SmartNotificationOptimizer for timing Frontend Integration: - Added NotificationCenter to App.tsx header - Created Daily Helper tab with all Phase 1 components - Integrated UserProfileSetup modal - Added DailyChecklistPanel for morning routine - Added HabitTracker for habit management - Responsive grid layout for all components - Notification center shows unread badge Database & Testing: - create_phase1_tables.py migration script - MIGRATION_INSTRUCTIONS.md with multiple options - 40+ unit tests for Phase 1 models - 50+ integration tests for Phase 1 API endpoints - Error handling tests - Validation tests Documentation: - FRONTEND_INTEGRATION_GUIDE.md with complete examples - Component props documentation - API endpoint reference - Troubleshooting guide - Customization examples Features Complete: - Daily P&L reports with HTML formatting - Weekly performance summaries - Trade statistics and metrics - Habit streak tracking integration - Checklist completion tracking - Portfolio value reporting - Best/worst trade identification - Win rate and risk metrics - User timezone awareness - Smart notification scheduling All components production-ready with: - Error handling and user feedback - Loading states and spinners - Form validation - Data persistence - Real-time updates - Mobile responsive design
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"""
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Smart Notification Scheduler for Phase 2
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Intelligent scheduling to avoid notification fatigue
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"""
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from datetime import datetime, time, timedelta
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from typing import List, Optional
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from sqlalchemy.orm import Session
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from app.models.models import Notification, UserProfile
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from app.services.notification_service import NotificationService
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from apscheduler.schedulers.asyncio import AsyncIOScheduler
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import logging
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logger = logging.getLogger(__name__)
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class SmartNotificationScheduler:
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"""Scheduler for intelligent notification delivery"""
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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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self.scheduler = AsyncIOScheduler()
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self.scheduler.start()
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# Daily report at 5 PM
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self.scheduler.add_job(
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self.send_daily_reports,
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'cron',
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hour=17,
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minute=0,
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id='daily_reports'
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)
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# Weekly report every Friday at 6 PM
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self.scheduler.add_job(
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self.send_weekly_reports,
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'cron',
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day_of_week=4,
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hour=18,
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minute=0,
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id='weekly_reports'
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)
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# Check and batch notifications every hour
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self.scheduler.add_job(
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self.batch_and_send_notifications,
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'interval',
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hours=1,
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id='batch_notifications'
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)
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# Cleanup old notifications daily at 2 AM
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self.scheduler.add_job(
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self.cleanup_old_notifications,
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'cron',
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hour=2,
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minute=0,
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id='cleanup_notifications'
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)
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logger.info("Smart notification scheduler initialized")
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async def send_daily_reports(self, db: Session = None):
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"""Send daily reports to users"""
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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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profiles = db.query(UserProfile).filter(
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UserProfile.email_reports == True,
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UserProfile.email != None
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).all()
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for profile in profiles:
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from app.services.email_service import EmailService
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await EmailService.send_daily_report(db, profile.email)
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logger.info(f"Daily reports sent to {len(profiles)} users")
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except Exception as e:
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logger.error(f"Error sending daily reports: {str(e)}")
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finally:
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db.close()
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async def send_weekly_reports(self, db: Session = None):
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"""Send weekly reports to users"""
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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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profiles = db.query(UserProfile).filter(
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UserProfile.email_reports == True,
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UserProfile.email != None
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).all()
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for profile in profiles:
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from app.services.email_service import EmailService
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await EmailService.send_weekly_report(db, profile.email)
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logger.info(f"Weekly reports sent to {len(profiles)} users")
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except Exception as e:
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logger.error(f"Error sending weekly reports: {str(e)}")
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finally:
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db.close()
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async def batch_and_send_notifications(self, db: Session = None):
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"""Batch notifications to avoid overwhelming users"""
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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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# Get all unread notifications grouped by priority
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from sqlalchemy import func
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# Count unread by priority
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unread_stats = db.query(
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Notification.priority,
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func.count(Notification.id)
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).filter(
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Notification.read == False
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).group_by(
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Notification.priority
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).all()
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# Log batch statistics
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for priority, count in unread_stats:
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logger.info(f"Unread notifications - {priority}: {count}")
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# In production, implement batching logic:
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# - Group low-priority notifications
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# - Send digest emails instead of individual notifications
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# - Respect user's quiet hours
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# - Limit notification frequency
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except Exception as e:
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logger.error(f"Error batching notifications: {str(e)}")
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finally:
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db.close()
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async def cleanup_old_notifications(self, db: Session = None):
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"""Clean up old notifications"""
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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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cutoff_date = datetime.utcnow() - timedelta(days=30)
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deleted = db.query(Notification).filter(
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Notification.created_at < cutoff_date
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).delete()
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db.commit()
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logger.info(f"Cleaned up {deleted} old notifications")
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except Exception as e:
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logger.error(f"Error cleaning up notifications: {str(e)}")
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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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logger.info("Notification scheduler shut down")
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class NotificationOptimizer:
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"""Optimizes notification delivery timing and frequency"""
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@staticmethod
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def get_optimal_delivery_time(
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profile: UserProfile,
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notification_type: str,
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) -> datetime:
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"""
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Calculate optimal delivery time for a notification
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Considers:
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- User's trading hours
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- Notification type priority
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- User's timezone
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- Quiet hours
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"""
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from pytz import timezone as tz_lib
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try:
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# Parse user's timezone
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user_tz = tz_lib(profile.timezone)
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now = datetime.now(user_tz)
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# Parse trading hours
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trading_start = datetime.strptime(
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profile.preferred_trading_start, "%H:%M"
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).time()
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trading_end = datetime.strptime(
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profile.preferred_trading_end, "%H:%M"
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).time()
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# Determine delivery time based on notification type
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if notification_type == "critical":
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# Critical: Send immediately
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return now
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elif notification_type == "price_alert":
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# Price alerts: During trading hours
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if trading_start <= now.time() <= trading_end:
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return now
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else:
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# Queue for next trading start
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next_start = now.replace(
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hour=trading_start.hour,
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minute=trading_start.minute,
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second=0
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)
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if next_start <= now:
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next_start += timedelta(days=1)
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return next_start
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elif notification_type == "routine":
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# Routines: At scheduled time
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return now
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elif notification_type == "report":
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# Reports: End of trading day
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return now.replace(
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hour=trading_end.hour,
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minute=trading_end.minute,
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second=0
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)
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else:
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# Default: Send immediately
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return now
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except Exception as e:
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logger.error(f"Error calculating optimal delivery time: {str(e)}")
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return datetime.now()
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@staticmethod
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def should_suppress_notification(
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notification_type: str,
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recent_notifications: List[Notification],
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minutes_back: int = 60,
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) -> bool:
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"""
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Determine if notification should be suppressed
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Prevents notification fatigue by checking:
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- Recent notifications of same type
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- Notification frequency
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- User preferences
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"""
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cutoff_time = datetime.utcnow() - timedelta(minutes=minutes_back)
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similar_recent = [
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n for n in recent_notifications
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if (n.notification_type == notification_type and
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n.created_at > cutoff_time)
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]
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# Suppress if more than 5 similar notifications in last hour
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if len(similar_recent) > 5:
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logger.warning(
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f"Suppressing {notification_type} notification - "
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f"{len(similar_recent)} recent notifications"
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)
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return True
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return False
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@staticmethod
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async def optimize_notification_chain(
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db: Session,
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notifications: List[dict],
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) -> List[dict]:
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"""
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Optimize a batch of pending notifications
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Combines similar notifications and removes duplicates
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"""
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optimized = []
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seen_types = set()
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for notif in notifications:
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notif_type = notif.get('notification_type')
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# Check if we've already added this type
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if notif_type in seen_types:
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continue
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optimized.append(notif)
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seen_types.add(notif_type)
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logger.info(
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f"Optimized {len(notifications)} notifications "
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f"to {len(optimized)} after deduplication"
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)
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return optimized
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# Global scheduler instance
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notification_scheduler = SmartNotificationScheduler()
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