const std = @import("std"); const zfin = @import("../root.zig"); const cli = @import("common.zig"); const isCusipLike = @import("../models/portfolio.zig").isCusipLike; const OverviewMeta = struct { sector: []const u8, geo: []const u8, asset_class: []const u8, }; /// Derive sector, geo, and asset_class from an Alpha Vantage company overview. fn deriveMetadata(overview: zfin.CompanyOverview, sector_buf: []u8) OverviewMeta { const sector_raw = overview.sector orelse "Unknown"; const sector_str = cli.fmt.toTitleCase(sector_buf, sector_raw); const country_str = overview.country orelse "US"; const geo_str = if (std.mem.eql(u8, country_str, "USA")) "US" else country_str; const asset_class_str = blk: { if (overview.asset_type) |at| { if (std.mem.eql(u8, at, "ETF")) break :blk "ETF"; if (std.mem.eql(u8, at, "Mutual Fund")) break :blk "Mutual Fund"; } if (overview.market_cap) |mc_str| { const mc = std.fmt.parseInt(u64, mc_str, 10) catch 0; if (mc >= 10_000_000_000) break :blk "US Large Cap"; if (mc >= 2_000_000_000) break :blk "US Mid Cap"; break :blk "US Small Cap"; } break :blk "US Large Cap"; }; return .{ .sector = sector_str, .geo = geo_str, .asset_class = asset_class_str }; } /// CLI `enrich` command: bootstrap a metadata.srf file from Alpha Vantage OVERVIEW data. /// Reads the portfolio, extracts stock symbols, fetches sector/industry/country for each, /// and outputs a metadata SRF file to stdout. /// If the argument looks like a symbol (no path separators, no .srf extension), enrich just that symbol. pub fn run(allocator: std.mem.Allocator, svc: *zfin.DataService, arg: []const u8, out: *std.Io.Writer) !void { // Determine if arg is a symbol or a file path const is_file = std.mem.endsWith(u8, arg, ".srf") or std.mem.indexOfScalar(u8, arg, '/') != null or std.mem.indexOfScalar(u8, arg, '.') != null; if (!is_file) { // Single symbol mode: enrich one symbol, output appendable SRF (no header) try enrichSymbol(allocator, svc, arg, out); return; } // Portfolio file mode: enrich all symbols try enrichPortfolio(allocator, svc, arg, out); } /// Enrich a single symbol and output appendable SRF lines to stdout. fn enrichSymbol(allocator: std.mem.Allocator, svc: *zfin.DataService, sym: []const u8, out: *std.Io.Writer) !void { { var msg_buf: [128]u8 = undefined; const msg = std.fmt.bufPrint(&msg_buf, " Fetching {s}...\n", .{sym}) catch " ...\n"; try cli.stderrPrint(msg); } const overview = svc.getCompanyOverview(sym) catch |err| { if (err == zfin.DataError.NoApiKey) { try cli.stderrPrint("Error: ALPHAVANTAGE_API_KEY not set. Add it to .env\n"); return; } try cli.stderrPrint("Error: Failed to fetch data for symbol\n"); try out.print("# {s} -- fetch failed\n", .{sym}); try out.print("# symbol::{s},sector::TODO,geo::TODO,asset_class::TODO\n", .{sym}); return; }; defer { if (overview.name) |n| allocator.free(n); if (overview.sector) |s| allocator.free(s); if (overview.industry) |ind| allocator.free(ind); if (overview.country) |c| allocator.free(c); if (overview.market_cap) |mc| allocator.free(mc); if (overview.asset_type) |at| allocator.free(at); } var sector_buf: [64]u8 = undefined; const meta = deriveMetadata(overview, §or_buf); if (overview.name) |name| { try out.print("# {s}\n", .{name}); } try out.print("symbol::{s},sector::{s},geo::{s},asset_class::{s}\n", .{ sym, meta.sector, meta.geo, meta.asset_class, }); } /// Enrich all symbols from a portfolio file. fn enrichPortfolio(allocator: std.mem.Allocator, svc: *zfin.DataService, file_path: []const u8, out: *std.Io.Writer) !void { // Load portfolio const file_data = std.fs.cwd().readFileAlloc(allocator, file_path, 10 * 1024 * 1024) catch { try cli.stderrPrint("Error: Cannot read portfolio file\n"); return; }; defer allocator.free(file_data); var portfolio = zfin.cache.deserializePortfolio(allocator, file_data) catch { try cli.stderrPrint("Error: Cannot parse portfolio file\n"); return; }; defer portfolio.deinit(); // Get unique stock symbols (using display-oriented names) const positions = try portfolio.positions(allocator); defer allocator.free(positions); // Get unique price symbols (raw API symbols) const syms = try portfolio.stockSymbols(allocator); defer allocator.free(syms); try out.print("#!srfv1\n", .{}); try out.print("# Portfolio classification metadata\n", .{}); try out.print("# Generated from Alpha Vantage OVERVIEW data\n", .{}); try out.print("# Edit as needed: sector, geo, asset_class, pct:num:N\n", .{}); try out.print("#\n", .{}); try out.print("# For ETFs/funds with multi-class exposure, add multiple lines\n", .{}); try out.print("# with pct:num: values that sum to ~100\n\n", .{}); var success: usize = 0; var skipped: usize = 0; var failed: usize = 0; for (syms, 0..) |sym, i| { // Skip CUSIPs and known non-stock symbols if (isCusipLike(sym)) { // Find the display name for this CUSIP const display: []const u8 = sym; var note: ?[]const u8 = null; for (positions) |pos| { if (std.mem.eql(u8, pos.symbol, sym)) { if (pos.note) |n| { note = n; } break; } } try out.print("# CUSIP {s}", .{sym}); if (note) |n| try out.print(" ({s})", .{n}); try out.print(" -- fill in manually\n", .{}); try out.print("# symbol::{s},asset_class::TODO,geo::TODO\n\n", .{display}); skipped += 1; continue; } // Progress to stderr { var msg_buf: [128]u8 = undefined; const msg = std.fmt.bufPrint(&msg_buf, " [{d}/{d}] {s}...\n", .{ i + 1, syms.len, sym }) catch " ...\n"; try cli.stderrPrint(msg); } const overview = svc.getCompanyOverview(sym) catch { try out.print("# {s} -- fetch failed\n", .{sym}); try out.print("# symbol::{s},sector::TODO,geo::TODO,asset_class::TODO\n\n", .{sym}); failed += 1; continue; }; // Free allocated strings from overview when done defer { if (overview.name) |n| allocator.free(n); if (overview.sector) |s| allocator.free(s); if (overview.industry) |ind| allocator.free(ind); if (overview.country) |c| allocator.free(c); if (overview.market_cap) |mc| allocator.free(mc); if (overview.asset_type) |at| allocator.free(at); } var sector_buf: [64]u8 = undefined; const meta = deriveMetadata(overview, §or_buf); // Comment with the name for readability if (overview.name) |name| { try out.print("# {s}\n", .{name}); } try out.print("symbol::{s},sector::{s},geo::{s},asset_class::{s}\n\n", .{ sym, meta.sector, meta.geo, meta.asset_class, }); success += 1; } // Summary comment try out.print("# ---\n", .{}); try out.print("# Enriched {d} symbols ({d} success, {d} skipped, {d} failed)\n", .{ syms.len, success, skipped, failed, }); try out.print("# Review and edit this file, then save as metadata.srf\n", .{}); }