opendata/ts/stocks/classes.fundamentalsservice.ts

import * as plugins from '../plugins.js';
import type {
  IFundamentalsProvider,
  IFundamentalsProviderConfig,
  IFundamentalsProviderRegistry,
  IStockFundamentals,
  IFundamentalsRequest
} from './interfaces/fundamentals.js';

interface IProviderEntry {
  provider: IFundamentalsProvider;
  config: IFundamentalsProviderConfig;
  lastError?: Error;
  lastErrorTime?: Date;
  successCount: number;
  errorCount: number;
}

interface ICacheEntry {
  fundamentals: IStockFundamentals | IStockFundamentals[];
  timestamp: Date;
  ttl: number;
}

/**
 * Service for managing fundamental data providers and caching
 * Parallel to StockPriceService but for fundamental data instead of prices
 */
export class FundamentalsService implements IFundamentalsProviderRegistry {
  private providers = new Map<string, IProviderEntry>();
  private cache = new Map<string, ICacheEntry>();
  private logger = console;

  private cacheConfig = {
    ttl: 90 * 24 * 60 * 60 * 1000, // 90 days default (fundamentals change quarterly)
    maxEntries: 10000
  };

  constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
    if (cacheConfig) {
      this.cacheConfig = { ...this.cacheConfig, ...cacheConfig };
    }
  }

  /**
   * Register a fundamentals provider
   */
  public register(provider: IFundamentalsProvider, config?: IFundamentalsProviderConfig): void {
    const defaultConfig: IFundamentalsProviderConfig = {
      enabled: true,
      priority: provider.priority,
      timeout: 30000, // Longer timeout for fundamental data
      retryAttempts: 2,
      retryDelay: 1000,
      cacheTTL: this.cacheConfig.ttl
    };

    const mergedConfig = { ...defaultConfig, ...config };

    this.providers.set(provider.name, {
      provider,
      config: mergedConfig,
      successCount: 0,
      errorCount: 0
    });

    console.log(`Registered fundamentals provider: ${provider.name}`);
  }

  /**
   * Unregister a provider
   */
  public unregister(providerName: string): void {
    this.providers.delete(providerName);
    console.log(`Unregistered fundamentals provider: ${providerName}`);
  }

  /**
   * Get a specific provider by name
   */
  public getProvider(name: string): IFundamentalsProvider | undefined {
    return this.providers.get(name)?.provider;
  }

  /**
   * Get all registered providers
   */
  public getAllProviders(): IFundamentalsProvider[] {
    return Array.from(this.providers.values()).map(entry => entry.provider);
  }

  /**
   * Get enabled providers sorted by priority
   */
  public getEnabledProviders(): IFundamentalsProvider[] {
    return Array.from(this.providers.values())
      .filter(entry => entry.config.enabled)
      .sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
      .map(entry => entry.provider);
  }

  /**
   * Get fundamental data for a single ticker
   */
  public async getFundamentals(ticker: string): Promise<IStockFundamentals> {
    const result = await this.getData({
      type: 'fundamentals-current',
      ticker
    });
    return result as IStockFundamentals;
  }

  /**
   * Get fundamental data for multiple tickers
   */
  public async getBatchFundamentals(tickers: string[]): Promise<IStockFundamentals[]> {
    const result = await this.getData({
      type: 'fundamentals-batch',
      tickers
    });
    return result as IStockFundamentals[];
  }

  /**
   * Unified data fetching method
   */
  public async getData(
    request: IFundamentalsRequest
  ): Promise<IStockFundamentals | IStockFundamentals[]> {
    const cacheKey = this.getCacheKey(request);
    const cached = this.getFromCache(cacheKey);

    if (cached) {
      console.log(`Cache hit for ${this.getRequestDescription(request)}`);
      return cached;
    }

    const providers = this.getEnabledProviders();
    if (providers.length === 0) {
      throw new Error('No fundamentals providers available');
    }

    let lastError: Error | undefined;

    for (const provider of providers) {
      const entry = this.providers.get(provider.name)!;

      try {
        const result = await this.fetchWithRetry(
          () => provider.fetchData(request),
          entry.config
        );

        entry.successCount++;

        // Use provider-specific cache TTL or default
        const ttl = entry.config.cacheTTL || this.cacheConfig.ttl;
        this.addToCache(cacheKey, result, ttl);

        console.log(`Successfully fetched ${this.getRequestDescription(request)} from ${provider.name}`);
        return result;
      } catch (error) {
        entry.errorCount++;
        entry.lastError = error as Error;
        entry.lastErrorTime = new Date();
        lastError = error as Error;

        console.warn(
          `Provider ${provider.name} failed for ${this.getRequestDescription(request)}: ${error.message}`
        );
      }
    }

    throw new Error(
      `Failed to fetch ${this.getRequestDescription(request)} from all providers. Last error: ${lastError?.message}`
    );
  }

  /**
   * Enrich fundamentals with calculated metrics using current price
   */
  public async enrichWithPrice(
    fundamentals: IStockFundamentals,
    price: number
  ): Promise<IStockFundamentals> {
    const enriched = { ...fundamentals };

    // Calculate market cap: price × shares outstanding
    if (fundamentals.sharesOutstanding) {
      enriched.marketCap = price * fundamentals.sharesOutstanding;
    }

    // Calculate P/E ratio: price / EPS
    if (fundamentals.earningsPerShareDiluted && fundamentals.earningsPerShareDiluted > 0) {
      enriched.priceToEarnings = price / fundamentals.earningsPerShareDiluted;
    }

    // Calculate price-to-book: market cap / stockholders equity
    if (enriched.marketCap && fundamentals.stockholdersEquity && fundamentals.stockholdersEquity > 0) {
      enriched.priceToBook = enriched.marketCap / fundamentals.stockholdersEquity;
    }

    return enriched;
  }

  /**
   * Enrich batch fundamentals with prices
   */
  public async enrichBatchWithPrices(
    fundamentalsList: IStockFundamentals[],
    priceMap: Map<string, number>
  ): Promise<IStockFundamentals[]> {
    return Promise.all(
      fundamentalsList.map(fundamentals => {
        const price = priceMap.get(fundamentals.ticker);
        if (price) {
          return this.enrichWithPrice(fundamentals, price);
        }
        return Promise.resolve(fundamentals);
      })
    );
  }

  /**
   * Check health of all providers
   */
  public async checkProvidersHealth(): Promise<Map<string, boolean>> {
    const health = new Map<string, boolean>();

    for (const [name, entry] of this.providers) {
      if (!entry.config.enabled) {
        health.set(name, false);
        continue;
      }

      try {
        const isAvailable = await entry.provider.isAvailable();
        health.set(name, isAvailable);
      } catch (error) {
        health.set(name, false);
        console.error(`Health check failed for ${name}:`, error);
      }
    }

    return health;
  }

  /**
   * Get provider statistics
   */
  public getProviderStats(): Map<
    string,
    {
      successCount: number;
      errorCount: number;
      lastError?: string;
      lastErrorTime?: Date;
    }
  > {
    const stats = new Map();

    for (const [name, entry] of this.providers) {
      stats.set(name, {
        successCount: entry.successCount,
        errorCount: entry.errorCount,
        lastError: entry.lastError?.message,
        lastErrorTime: entry.lastErrorTime
      });
    }

    return stats;
  }

  /**
   * Clear all cached data
   */
  public clearCache(): void {
    this.cache.clear();
    console.log('Fundamentals cache cleared');
  }

  /**
   * Set cache TTL
   */
  public setCacheTTL(ttl: number): void {
    this.cacheConfig.ttl = ttl;
    console.log(`Fundamentals cache TTL set to ${ttl}ms`);
  }

  /**
   * Get cache statistics
   */
  public getCacheStats(): {
    size: number;
    maxEntries: number;
    ttl: number;
  } {
    return {
      size: this.cache.size,
      maxEntries: this.cacheConfig.maxEntries,
      ttl: this.cacheConfig.ttl
    };
  }

  /**
   * Fetch with retry logic
   */
  private async fetchWithRetry<T>(
    fetchFn: () => Promise<T>,
    config: IFundamentalsProviderConfig
  ): Promise<T> {
    const maxAttempts = config.retryAttempts || 1;
    let lastError: Error | undefined;

    for (let attempt = 1; attempt <= maxAttempts; attempt++) {
      try {
        return await fetchFn();
      } catch (error) {
        lastError = error as Error;

        if (attempt < maxAttempts) {
          const delay = (config.retryDelay || 1000) * attempt;
          console.log(`Retry attempt ${attempt} after ${delay}ms`);
          await plugins.smartdelay.delayFor(delay);
        }
      }
    }

    throw lastError || new Error('Unknown error during fetch');
  }

  /**
   * Generate cache key for request
   */
  private getCacheKey(request: IFundamentalsRequest): string {
    switch (request.type) {
      case 'fundamentals-current':
        return `fundamentals:${request.ticker}`;
      case 'fundamentals-batch':
        const tickers = request.tickers.sort().join(',');
        return `fundamentals-batch:${tickers}`;
      default:
        return `unknown:${JSON.stringify(request)}`;
    }
  }

  /**
   * Get from cache if not expired
   */
  private getFromCache(key: string): IStockFundamentals | IStockFundamentals[] | null {
    const entry = this.cache.get(key);

    if (!entry) {
      return null;
    }

    // Check if cache entry has expired
    const age = Date.now() - entry.timestamp.getTime();
    if (entry.ttl !== Infinity && age > entry.ttl) {
      this.cache.delete(key);
      return null;
    }

    return entry.fundamentals;
  }

  /**
   * Add to cache with TTL
   */
  private addToCache(
    key: string,
    fundamentals: IStockFundamentals | IStockFundamentals[],
    ttl?: number
  ): void {
    // Enforce max entries limit
    if (this.cache.size >= this.cacheConfig.maxEntries) {
      // Remove oldest entry
      const oldestKey = this.cache.keys().next().value;
      if (oldestKey) {
        this.cache.delete(oldestKey);
      }
    }

    this.cache.set(key, {
      fundamentals,
      timestamp: new Date(),
      ttl: ttl || this.cacheConfig.ttl
    });
  }

  /**
   * Get human-readable request description
   */
  private getRequestDescription(request: IFundamentalsRequest): string {
    switch (request.type) {
      case 'fundamentals-current':
        return `fundamentals for ${request.ticker}`;
      case 'fundamentals-batch':
        return `fundamentals for ${request.tickers.length} tickers`;
      default:
        return 'fundamentals data';
    }
  }
}