feat: added brief report, refactoring report builder

internal/adapters/market/crypto_price_provider_coingecko.go

@@ -38,6 +38,7 @@ func (p *CoinGeckoProvider) GetQuote(ctx context.Context, ticker string) (domain
 	q := u.Query()
 	q.Set("ids", coinID)
 	q.Set("vs_currencies", "usd")
+	q.Set("include_24hr_change", "true")
 	u.RawQuery = q.Encode()
 
 	req, err := http.NewRequestWithContext(ctx, http.MethodGet, u.String(), nil)
@@ -72,10 +73,20 @@ func (p *CoinGeckoProvider) GetQuote(ctx context.Context, ticker string) (domain
 		return domain.Quote{}, fmt.Errorf("coingecko returned no usd price for %q", coinID)
 	}
 
+	changePctPercent := coinData["usd_24h_change"]
+	changePctRatio := changePctPercent / 100
+
+	previous := price / (1 + changePctRatio)
+	change := price - previous
+
 	return domain.Quote{
 		Ticker:        strings.ToUpper(strings.TrimSpace(ticker)),
 		Price:         price,
 		PriceCurrency: "USD",
+		PreviousClose: previous,
+		Change:        change,
+		ChangePercent: changePctPercent,
+		Source:        "coingecko",
 	}, nil
 }
 

internal/adapters/news/newsapi_provider.go

@@ -32,7 +32,7 @@ func (p *NewsAPIProvider) GetNews(
 	ctx context.Context,
 	ticker string,
 	limit int,
-) (domain.TickerNewsReport, error) {
+) (domain.NewsSummary, error) {
 
 	query := buildQuery(ticker)
 
@@ -49,7 +49,7 @@ func (p *NewsAPIProvider) GetNews(
 
 	resp, err := p.httpClient.Do(req)
 	if err != nil {
-		return domain.TickerNewsReport{}, err
+		return domain.NewsSummary{}, err
 	}
 	defer func() {
 		_ = resp.Body.Close()
@@ -62,10 +62,10 @@ func (p *NewsAPIProvider) GetNews(
 	}
 
 	if err := json.NewDecoder(resp.Body).Decode(&raw); err != nil {
-		return domain.TickerNewsReport{}, err
+		return domain.NewsSummary{}, err
 	}
 
-	out := domain.TickerNewsReport{
+	out := domain.NewsSummary{
 		Ticker: ticker,
 	}
 

internal/adapters/news/static_provider.go

@@ -36,8 +36,8 @@ func (p *StaticProvider) GetNews(
 	_ context.Context,
 	symbol string,
 	limit int,
-) (domain.TickerNewsReport, error) {
-	report := domain.TickerNewsReport{
+) (domain.NewsSummary, error) {
+	report := domain.NewsSummary{
 		Ticker: symbol,
 	}
 

internal/app/config.go

@@ -142,8 +142,9 @@ func (c Config) String() string {
 	}
 
 	rows := []kv{
-		{"PRICE_PROVIDER", c.EquityPriceProvider},
+		{"EQUITY_PRICE_PROVIDER", c.EquityPriceProvider},
 		{"FX_PROVIDER", c.FXProvider},
+		{"CRYPTO_PRICE_PROVIDER", c.CryptoPriceProvider},
 		{"CACHE_ENABLED", fmt.Sprintf("%t", c.CacheEnabled)},
 		{"CACHE_PRICE_TTL", c.PriceCacheTTL.String()},
 		{"CACHE_FX_TTL", c.FXCacheTTL.String()},
@@ -158,6 +159,7 @@ func (c Config) String() string {
 		{"", ""}, // spacer
 
 		{"FINNHUB_API_KEY", mask(c.FinnhubAPIKey)},
+		{"NEWSAPIORG_API_KEY", mask(c.NewsAPIOrgAPIKey)},
 	}
 
 	// find max key length

internal/app/factory.go

@@ -29,7 +29,7 @@ type (
 		Upsert(ctx context.Context, cached repository.CachedFXRate) error
 	}
 	NewsProvider interface {
-		GetNews(ctx context.Context, symbol string, limit int) (domain.TickerNewsReport, error)
+		GetNews(ctx context.Context, symbol string, limit int) (domain.NewsSummary, error)
 	}
 	LLMProvider interface {
 		Complete(ctx context.Context, req llm.CompletionRequest) (llm.CompletionResponse, error)

internal/app/runtime.go

@@ -18,6 +18,7 @@ type Runtime struct {
 	GetDailyReport      *usecase.GetDailyReportUseCase
 	ImportPortfolio     *usecase.ImportPortfolioUseCase
 	GetTickerNews       *usecase.GetTickerNewsUseCase
+	GetMorningBrief     *usecase.GetMorningBriefUsecase
 }
 
 func BuildRuntime(dbPath string) (*Runtime, error) {
@@ -38,7 +39,7 @@ func BuildRuntime(dbPath string) (*Runtime, error) {
 	portfolioRepo := repository.NewPortfolioRepository(database)
 	positionRepo := repository.NewPositionRepository(database)
 	instrumentRepo := repository.NewInstrumentRepository(database)
-	portfolioSnapshotRepo := repository.NewPortfolioSnapshotRepository(database)
+	snapshotRepo := repository.NewSnapshotRepository(database)
 
 	// Caching
 	priceCacher := repository.NewPriceCacheRepository(database)
@@ -79,13 +80,14 @@ func BuildRuntime(dbPath string) (*Runtime, error) {
 	portfolioSvc := service.NewPortfolioService(portfolioRepo, positionRepo, portfolioAnalyser, riskAnalyser)
 	portfolioInsights := service.NewPortfolioInsights()
 	newsSvc := service.NewNewsService(newsProvider)
+	snapshotSvc := service.NewSnapshotService(snapshotRepo)
 
 	instrumentResolver, err := instruments.NewStaticResolver()
 	if err != nil {
 		return nil, err
 	}
 
-	reportingBuilder := report.NewReportBuilder(portfolioSvc, newsSvc, portfolioInsights)
+	reportingBuilder := report.NewReportBuilder(portfolioSvc, pricingSvc, newsSvc, portfolioInsights, snapshotSvc)
 
 	var summarizer usecase.DailyReportSummarizer = service.NoopSummarizer{}
 
@@ -102,8 +104,9 @@ func BuildRuntime(dbPath string) (*Runtime, error) {
 		GetPortfolioRisk: usecase.NewGetPortfolioRiskUseCase(
 			portfolioSvc,
 		),
-		GetDailyReport:  usecase.NewGetDailyReportUseCase(reportingBuilder, summarizer, portfolioSnapshotRepo),
+		GetDailyReport:  usecase.NewGetDailyReportUseCase(reportingBuilder, summarizer, snapshotRepo),
 		ImportPortfolio: usecase.NewImportPortfolioUseCase(positionRepo, portfolioRepo, instrumentRepo),
 		GetTickerNews:   usecase.NewGetTickerNewsUseCase(newsSvc),
+		GetMorningBrief: usecase.NewGetMorningBriefUsecase(reportingBuilder),
 	}, nil
 }

internal/cli/brief.go

@@ -0,0 +1,31 @@
+package cli
+
+import (
+	"github.com/spf13/cobra"
+	"github.com/squeakycheese75/tick/internal/domain"
+	"github.com/squeakycheese75/tick/internal/render"
+)
+
+func newBriefCmd(runtimeBuilder RuntimeBuilder) *cobra.Command {
+	return &cobra.Command{
+		Use:   "brief",
+		Short: "Show your morning market and portfolio brief",
+		RunE: func(cmd *cobra.Command, args []string) error {
+			rt, err := runtimeBuilder()
+			if err != nil {
+				return err
+			}
+
+			out, err := rt.GetMorningBrief.Execute(cmd.Context(), domain.GetMorningBriefUsecaseInput{
+				PortfolioName: "main",
+			})
+			if err != nil {
+				return err
+			}
+
+			opts := render.DefaultBriefReportOptions()
+
+			return render.RenderBriefReport(cmd.OutOrStdout(), out.Report, opts)
+		},
+	}
+}

internal/cli/root.go

@@ -17,6 +17,7 @@ func NewRootCmd(runtimeBuilder RuntimeBuilder) *cobra.Command {
 
 	rootCmd.AddCommand(newVersionCmd())
 	rootCmd.AddCommand(newDailyCmd(runtimeBuilder))
+	rootCmd.AddCommand(newBriefCmd(runtimeBuilder))
 	rootCmd.AddCommand(newPortfolioCmd(runtimeBuilder))
 	rootCmd.AddCommand(newAddPositionCmd(runtimeBuilder))
 	rootCmd.AddCommand(newInfoCmd())

internal/domain/report.go

@@ -37,6 +37,24 @@ type DailyHolding struct {
 	ChangePercent   float64
 }
 
+type Holding struct {
+	Symbol            string
+	Quantity          float64
+	Weight            float64
+	MarketValueBase   float64
+	QuotedPrice       float64
+	PriceCurrency     string
+	ChangeAbsolute    float64
+	ChangePercent     float64
+	SinceLastSnapshot *ValueChangeSummary
+}
+
+type HoldingSummary struct {
+	Holdings   []Holding
+	TotalValue float64
+	Change     *ValueChangeSummary
+}
+
 type DailyRisk struct {
 	LargestPosition   string
 	LargestWeight     float64
@@ -50,31 +68,53 @@ type DailyNews struct {
 }
 
 type DailyReport struct {
-	PortfolioName string
-	BaseCurrency  string
-	TotalValue    float64
+	Portfolio   PortfolioSummary
+	TopHoldings HoldingSummary
+	Risk        RiskSummary
+	News        []NewsSummary
+	Attention   []string
+}
 
-	ChangeSinceLastSnapshot *ValueChangeReport
+type BriefReport struct {
+	Greeting  string
+	Portfolio PortfolioSummary
+	Movers    HoldingSummary
+	Markets   []MarketSummary
+	News      []NewsSummary
+}
 
-	TopHoldings []TopHoldingReport
-	Risk        RiskReport
-	News        []TickerNewsReport
-	Attention   []string
+type PortfolioSummary struct {
+	Name         string
+	BaseCurrency string
+	TotalValue   float64
+	Change       *ValueChangeSummary
 }
 
-type TickerNewsReport struct {
+type MarketSummary struct {
+	Symbol        string
+	Price         float64
+	Change        float64
+	ChangePercent float64
+	Currency      string
+}
+
+type NewsSummary struct {
 	Ticker    string
 	Headlines []NewsHeadline
 	Summary   string
 }
 
-type RiskReport struct {
+type RiskSummary struct {
 	LargestPosition   string
 	LargestWeight     float64
 	Top3Concentration float64
 	Observations      []string
 }
 
+type AttentionSummary struct {
+	Signal string
+}
+
 type TopHoldingReport struct {
 	Symbol          string
 	Weight          float64
@@ -86,7 +126,7 @@ type TopHoldingReport struct {
 	SinceLastSnapshot *HoldingSnapshotChangeReport
 }
 
-type ValueChangeReport struct {
+type ValueChangeSummary struct {
 	Absolute float64
 	Percent  float64
 }

internal/domain/usecase.go

@@ -184,7 +184,32 @@ type GetDailyReportInput struct {
 	WithAI        bool
 }
 
+func (i *GetDailyReportInput) ApplyDefaults() {
+	if i.PortfolioName == "" {
+		i.PortfolioName = "main"
+	}
+
+	if i.NewsLimit <= 0 {
+		i.NewsLimit = 2
+	}
+}
+
 type GetDailyReportOutput struct {
 	DailyReport DailyReport
 	AISummary   string
 }
+
+type GetMorningBriefUsecaseInput struct {
+	PortfolioName string
+	NewsLimit     int
+}
+
+func (i *GetMorningBriefUsecaseInput) ApplyDefaults() {
+	if i.PortfolioName == "" {
+		i.PortfolioName = "main"
+	}
+}
+
+type GetMorningBriefUsecaseOutput struct {
+	Report BriefReport
+}

internal/render/brief.go

@@ -0,0 +1,21 @@
+package render
+
+import (
+	"io"
+
+	"github.com/squeakycheese75/tick/internal/domain"
+)
+
+func RenderBriefReport(w io.Writer, r domain.BriefReport, opts BriefReportOptions) error {
+	out := &writer{w: w}
+
+	renderPortfolioSummary(out, r.Portfolio, opts.Summary)
+	out.println("")
+
+	renderMoversSummary(out, r.Movers, r.Portfolio.BaseCurrency, opts.Holdings)
+	out.println("")
+
+	renderNewsSummary(out, r.News, opts.News)
+
+	return out.err
+}