3754d2caf8
Two changes ship together — both reshape the Telegram-bot surface.
──── 1. Telegram daily digest (3-section brief)
Once-a-day push covering Macro Vibes / KOL talks-vs-trades / Trump 24h.
Body is rule-based templating (no LLM); each section reads structured DB
fields and picks a phrasing. Per-user opt-out + per-user UTC hour.
- 023 migration: TelegramBinding gains digest_enabled, digest_hour_utc,
last_digest_sent_at (idempotent against coalesced cron / restarts).
- New services/telegram_digest.py: build_global_digest +
format_digest + send_daily_digest + send_preview_for.
- Hourly cron at :00 fans out to bindings whose digest_hour_utc matches.
- New bot commands: /digest (preview), /digest on|off, /digest_time HH.
- HELP_TEXT + /status updated to surface the new prefs.
──── 2. System-2 manage-only refactor
The Macro Vibes (BTC bottom + funding) signal no longer auto-opens
positions. Strategy is day-K — a 24h entry delay is irrelevant — but the
auto-open path carried real execution surface (leverage clipping, daily
budget split, concurrency caps, paper branches, key handling) for ~zero
alpha. The valuable part — multi-month exit management (5-rung stop
ladder + de-risk + pyramid + peak-trail) — is preserved and runs
against positions the user adopts.
Flow: scanner fires → Telegram alert with "/adopt" CTA → user opens
manually on Hyperliquid → /adopt picks the position via inline keyboard
→ picks Standard or Aggressive mode → bot creates BotTrade + registers
watchdog. Escape hatch: /release marks released_at, unregisters
watchdog, leaves the HL position open under user control.
- 024 migration: BotTrade.released_at — "user took back control" marker.
- bot_engine.process_post early-returns for sys2 (no auto-open path).
- New services/adoption.py: list_hl_positions + adopt_position +
release_management + AdoptionError. Per-wallet asyncio lock prevents
dual-adopt race. Pre-flight checks: no_subscription / no_hl_key /
paper_mode / circuit_breaker / already_adopted / concurrency_cap.
Protective stop + de-risk + addon + peak-trail ladders all built
against the ACTUAL HL leverage so the "inside liquidation" guarantee
holds.
- New API: GET /positions/hl/{wallet}, POST /positions/adopt,
POST /positions/{id}/release (all signed).
- telegram.py: send_message supports reply_markup; new edit_message +
answer_callback for the inline-keyboard pickers; sys2 alert format
now ends with the "/adopt" CTA.
- telegram_bot.py: /adopt + /release commands with picker → confirm
→ execute flow via inline keyboards. New _handle_callback dispatches
on "adopt:*" / "release:*" callback_data; run_bot_loop now consumes
callback_query updates alongside messages.
- recovery.py + reconciler.py skip released_at IS NOT NULL rows so a
restart doesn't silently re-attach the watchdog to a released trade.
- /positions/open, /positions/today, and telegram_digest's user-state
line all filter released_at so they don't lie about what the bot is
actually managing.
Tests: 26 new (8 digest snapshot + 14 adoption + 4 absorbed via existing
suites). All 64 pass.
Deploy: alembic upgrade head (runs 023 + 024) → restart backend. Existing
TelegramBindings get digest_enabled=true / digest_hour_utc=12 via server
defaults. In-flight auto-opened System-2 positions continue to be managed
(recovery rehydrates them) — no in-flight trade is abandoned.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
461 lines
28 KiB
Python
461 lines
28 KiB
Python
from datetime import date, datetime, timezone
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from typing import List, Optional
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from sqlalchemy import (
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BigInteger,
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Boolean,
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Date,
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DateTime,
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Float,
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ForeignKey,
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Integer,
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String,
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Text,
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UniqueConstraint,
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)
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from sqlalchemy.orm import Mapped, mapped_column, relationship
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from app.database import Base
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def utcnow() -> datetime:
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"""Naive UTC datetime. All datetimes in this codebase are stored as naive-UTC."""
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return datetime.now(timezone.utc).replace(tzinfo=None)
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def iso_utc(dt: Optional[datetime]) -> Optional[str]:
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"""Serialize a naive-UTC datetime to an explicit ISO-8601 UTC string (suffix 'Z').
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If dt already carries tzinfo, convert to UTC first. Returns None if dt is None."""
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if dt is None:
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return None
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if dt.tzinfo is not None:
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dt = dt.astimezone(timezone.utc).replace(tzinfo=None)
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# Drop microseconds past millisecond for compactness; always end in Z
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return dt.isoformat(timespec="milliseconds") + "Z"
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class Post(Base):
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__tablename__ = "posts"
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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external_id: Mapped[str] = mapped_column(String(64), unique=True, index=True, nullable=False)
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text: Mapped[str] = mapped_column(Text, nullable=False)
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source: Mapped[str] = mapped_column(String(32), nullable=False, default="truth")
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published_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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sentiment: Mapped[str] = mapped_column(String(16), nullable=False, default="neutral")
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ai_confidence: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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relevant: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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price_impact_asset: Mapped[Optional[str]] = mapped_column(String(8), nullable=True)
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price_impact_m5: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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price_impact_m15: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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price_impact_m1h: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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price_at_post: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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signal: Mapped[Optional[str]] = mapped_column(String(8), nullable=True)
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ai_reasoning: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
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prefilter_reason: Mapped[Optional[str]] = mapped_column(String(32), nullable=True)
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analysis_version: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
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# v5: AI-decided trade target. Can be any HL perp (BTC/ETH/SOL/TRUMP/...),
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# not just BTC/ETH. The bot routes the actual trade here.
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# `price_impact_asset` stays bound to BTC/ETH for the existing
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# price_impact_monitor; `target_asset` is what we actually trade.
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target_asset: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
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category: Mapped[Optional[str]] = mapped_column(String(24), nullable=True)
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expected_move_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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invalidation_price: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
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trades: Mapped[List["BotTrade"]] = relationship("BotTrade", back_populates="trigger_post")
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class Candle(Base):
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__tablename__ = "candles"
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__table_args__ = (UniqueConstraint("asset", "timeframe", "time", name="uq_candle_asset_tf_time"),)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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asset: Mapped[str] = mapped_column(String(8), nullable=False, index=True)
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timeframe: Mapped[str] = mapped_column(String(4), nullable=False)
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time: Mapped[int] = mapped_column(BigInteger, nullable=False, index=True)
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open: Mapped[float] = mapped_column(Float, nullable=False)
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high: Mapped[float] = mapped_column(Float, nullable=False)
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low: Mapped[float] = mapped_column(Float, nullable=False)
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close: Mapped[float] = mapped_column(Float, nullable=False)
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volume: Mapped[float] = mapped_column(Float, nullable=False)
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class BotTrade(Base):
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__tablename__ = "bot_trades"
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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asset: Mapped[str] = mapped_column(String(8), nullable=False)
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side: Mapped[str] = mapped_column(String(8), nullable=False)
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entry_price: Mapped[float] = mapped_column(Float, nullable=False)
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exit_price: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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pnl_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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hold_seconds: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
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trigger_post_id: Mapped[Optional[int]] = mapped_column(
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Integer, ForeignKey("posts.id"), nullable=True, index=True
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)
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wallet_address: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
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opened_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
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closed_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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# User-initiated "stop managing" marker. When set: recovery skips
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# re-register on restart, monitor stops driving, HL position keeps
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# running under the user's own control. NOT the same as closed_at —
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# there's no exit_price / pnl on a released row. Used by /release in
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# the adopt-then-release flow for System-2 positions.
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released_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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hl_order_id: Mapped[Optional[str]] = mapped_column(String(128), nullable=True)
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# Snapshot of user settings AT TIME OF ENTRY. Required so changes to
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# Subscription.position_size_usd / leverage after-the-fact don't corrupt
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# historical PnL or daily-budget accounting.
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size_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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leverage: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
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# ── Effective exit params, FROZEN at open ───────────────────────────────
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# A trade's risk profile is a property of the trade, not of the mutable
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# Subscription/category config. Without these, recovery.py rehydrates
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# every open position with the USER's Trump settings — silently rewriting
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# a 90-day reversal's stop to 1.5% / its max-hold to 7d on every restart.
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# Stamped from the resolved snapshot at open; recovery reads these back.
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eff_take_profit_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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eff_stop_loss_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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eff_trailing_stop_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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eff_trailing_activate_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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eff_max_hold_hours: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
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eff_invalidation: Mapped[Optional[str]] = mapped_column(String(24), nullable=True)
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eff_invalidation_price: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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eff_min_hold_until_ts: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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# ── System-2 staged de-risk (分段式减仓) ─────────────────────────────────
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# A System-2 bottom trade is de-risked in stages as it moves against us:
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# partial reduce-only closes at the early rungs, full close at the last.
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# The trade stays OPEN (closed_at NULL) until the final rung / upside
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# ladder / max-hold. Legacy + System-1 rows keep the defaults so all
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# existing PnL math is unchanged (remaining=1.0, partial_pnl=0, steps=0).
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realized_partial_pnl_usd: Mapped[float] = mapped_column(Float, nullable=False, default=0.0)
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remaining_fraction: Mapped[float] = mapped_column(Float, nullable=False, default=1.0)
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derisk_steps_done: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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# ── System-2 pyramiding (做对了往上加仓) ─────────────────────────────────
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# base_size_usd: the ORIGINAL notional at open (immutable). size_usd grows
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# as add-ons fill; entry_price becomes the blended average. addon_steps_done
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# counts executed pyramids. Pyramiding only runs while derisk_steps_done==0
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# (clean uptrend), so remaining_fraction stays 1.0 throughout.
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base_size_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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addon_steps_done: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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# Frozen System-2 risk mode for this trade ("standard"/"aggressive").
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# NULL → legacy/standard. Recovery rebuilds mode-aware ladders from this.
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sys2_mode: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
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# Per-trade "Grow" switch. False (default): hold + protective de-risk /
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# ratchet only — NO pyramiding. True: also scale INTO this winner on
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# confirmed trend. User flips it per open position. De-risk + stop-loss
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# run regardless (safety floor is never user-toggleable).
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grow_mode: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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# Monotonic peak unrealised gain (%) seen by tp_sl_monitor. Persisted
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# (throttled) so a restart doesn't reset the regime: without it a
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# pyramided / in-profit System-2 trade would fall back to peak=0 →
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# underwater de-risk regime on the next restart. Recovery seeds the
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# monitor from this.
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peak_gain_pct: Mapped[float] = mapped_column(Float, nullable=False, default=0.0)
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trigger_post: Mapped[Optional["Post"]] = relationship("Post", back_populates="trades")
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class Subscription(Base):
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__tablename__ = "subscriptions"
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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wallet_address: Mapped[str] = mapped_column(String(64), unique=True, index=True, nullable=False)
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hl_api_key: Mapped[Optional[str]] = mapped_column(String(256), nullable=True)
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active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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subscribed_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
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# Per-user trading config (null → use platform defaults)
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leverage: Mapped[int] = mapped_column(Integer, nullable=False, default=3)
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position_size_usd: Mapped[float] = mapped_column(Float, nullable=False, default=20.0)
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take_profit_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True) # e.g. 2.0 = close at +2%
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stop_loss_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True) # e.g. 1.5 = close at -1.5%
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min_confidence: Mapped[int] = mapped_column(Integer, nullable=False, default=80)
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daily_budget_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True) # e.g. 15.0 = max $15 of new positions per UTC day
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# Optional active window. Both None = always on (when Subscription.active=True).
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# Both stored as naive-UTC datetimes.
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active_from: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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active_until: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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# ── Convex-strategy fields ──────────────────────────────────────────────
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# Trailing-stop pair: when profit reaches `trailing_activate_at_pct`, switch
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# from fixed TP to a trailing stop at `trailing_stop_pct` below the peak.
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# Both None → legacy behaviour (fixed take_profit_pct closes the position).
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trailing_stop_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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trailing_activate_at_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
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# Max hold time (hours). 168 = 7 days, long enough for trend capture.
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# Replaces the old hardcoded 1h cap.
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max_hold_hours: Mapped[int] = mapped_column(Integer, nullable=False, default=168)
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# One-shot "enable for the next N hours" override. When set and in the future,
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# the bot trades regardless of the active_from/active_until schedule. NULL or
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# past timestamp → fall back to the schedule.
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manual_window_until: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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# ── Phase 1: safety ─────────────────────────────────────────────────────
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# Paper mode: trades are simulated end-to-end (entry price from Binance,
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# exit from price_store at trigger time) but no Hyperliquid call is made.
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# Lets you forward-test a new signal source for 30+ days without real money.
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paper_mode: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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# Circuit breaker: set by services/circuit_breaker.py when daily DD or
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# consecutive-loss threshold trips. Blocks new trades for 24h and nulls
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# out any active manual_window. Cleared when user explicitly re-arms via
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# POST /api/user/{wallet}/manual-window.
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circuit_breaker_tripped_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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circuit_breaker_reason: Mapped[Optional[str]] = mapped_column(String(32), nullable=True)
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# ── Two-system separation ───────────────────────────────────────────────
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# System 1 (Trump) and System 2 (reversal) must not starve or halt each
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# other. sys2_budget_pct slices the daily budget; the sys2_cb_* columns
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# are an independent circuit breaker so a Trump losing streak can't lock
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# out a once-a-year reversal signal (and vice versa).
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sys2_budget_pct: Mapped[float] = mapped_column(Float, nullable=False, default=0.7)
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sys2_cb_tripped_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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sys2_cb_reason: Mapped[Optional[str]] = mapped_column(String(32), nullable=True)
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# ── System-2 dynamic leverage ───────────────────────────────────────────
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# System 2 (bottom reversal) uses its OWN leverage, independent of the
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# Trump `leverage` field. The user picks it freely; the value at signal
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# time is frozen onto the trade. The protective stop in tp_sl_monitor is
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# auto-scaled to this leverage so the position is de-risked INSIDE the
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# exchange liquidation line — it is never liquidated by the exchange.
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# NULL → fall back to SYS2_DEFAULT_LEVERAGE (signal_categories).
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sys2_leverage: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
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# System-2 risk mode: "standard" (tuned cycle-rider, low leverage) or
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# "aggressive" (separately-funded high-risk sleeve: high leverage, heavier
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# earlier pyramiding, wider peak-trail, lighter early de-risk). Both keep
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# the never-exchange-liquidated + post-pyramid-breakeven invariants.
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sys2_mode: Mapped[str] = mapped_column(String(16), nullable=False, default="standard")
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# ── Master Auto-Trade switch (simplified operator model) ────────────────
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# The ONE persistent gate the user controls. OFF (default, safe): signals
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# are still scanned + ingested (shown in the feed) but NO trade is opened.
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# ON: a qualifying signal auto-opens a trade. Replaces the old confusing
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# scanner-toggle / timed manual-window / schedule trio. Flipping it ON also
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# acknowledges + clears a tripped circuit breaker (human-in-the-loop).
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auto_trade: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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class KolPost(Base):
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"""A long-form post (Substack) or tweet from a tracked KOL, with inline
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AI analysis. Standalone module — no FK into Trump posts/trades.
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Dedupe key: (source, external_id). For Substack external_id is the post
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URL; for Twitter it will be the tweet id.
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"""
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__tablename__ = "kol_posts"
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__table_args__ = (UniqueConstraint("source", "external_id", name="uq_kol_post_src_extid"),)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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kol_handle: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
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source: Mapped[str] = mapped_column(String(16), nullable=False) # substack|twitter
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external_id: Mapped[str] = mapped_column(String(512), nullable=False)
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title: Mapped[Optional[str]] = mapped_column(String(512), nullable=True)
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url: Mapped[str] = mapped_column(String(512), nullable=False)
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published_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, index=True)
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raw_text: Mapped[str] = mapped_column(Text, nullable=False)
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content_hash: Mapped[str] = mapped_column(String(64), nullable=False)
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summary: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
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tickers_json: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
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analyzed_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
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analysis_model: Mapped[Optional[str]] = mapped_column(String(64), nullable=True)
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analysis_version: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
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# ── KOL A-tier: on-chain holdings ────────────────────────────────────────────
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class KolWallet(Base):
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"""One tracked wallet address for a KOL. Many-to-one with handle."""
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__tablename__ = "kol_wallets"
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__table_args__ = (UniqueConstraint("chain", "address", name="uq_kol_wallet_chain_addr"),)
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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handle: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
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chain: Mapped[str] = mapped_column(String(16), nullable=False) # ethereum|solana|hl
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address: Mapped[str] = mapped_column(String(128), nullable=False)
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label: Mapped[Optional[str]] = mapped_column(String(128), nullable=True) # e.g. "hot wallet"
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source_url: Mapped[Optional[str]] = mapped_column(String(256), nullable=True) # Arkham entity URL
|
|
active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
added_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
snapshots: Mapped[List["KolHoldingSnapshot"]] = relationship(
|
|
"KolHoldingSnapshot", back_populates="wallet", order_by="KolHoldingSnapshot.snapshot_date.desc()"
|
|
)
|
|
changes: Mapped[List["KolHoldingChange"]] = relationship(
|
|
"KolHoldingChange", back_populates="wallet"
|
|
)
|
|
|
|
|
|
class KolHoldingSnapshot(Base):
|
|
"""Daily portfolio snapshot for one wallet. holdings_json is a list of
|
|
{ticker, amount, usd_value, chain} dicts. One row per (wallet, date)."""
|
|
__tablename__ = "kol_holdings_snapshots"
|
|
__table_args__ = (UniqueConstraint("wallet_id", "snapshot_date", name="uq_kol_snapshot_wallet_date"),)
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
|
wallet_id: Mapped[int] = mapped_column(Integer, ForeignKey("kol_wallets.id"), nullable=False, index=True)
|
|
snapshot_date: Mapped[str] = mapped_column(String(10), nullable=False) # YYYY-MM-DD UTC
|
|
holdings_json: Mapped[str] = mapped_column(Text, nullable=False) # JSON list
|
|
total_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
source: Mapped[str] = mapped_column(String(16), nullable=False) # arkham|hl|manual
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
wallet: Mapped["KolWallet"] = relationship("KolWallet", back_populates="snapshots")
|
|
|
|
|
|
class KolHoldingChange(Base):
|
|
"""A detected significant change between two consecutive daily snapshots."""
|
|
__tablename__ = "kol_holding_changes"
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
|
wallet_id: Mapped[int] = mapped_column(Integer, ForeignKey("kol_wallets.id"), nullable=False, index=True)
|
|
detected_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, index=True, default=utcnow)
|
|
ticker: Mapped[str] = mapped_column(String(32), nullable=False)
|
|
change_type: Mapped[str] = mapped_column(String(16), nullable=False) # new_position|closed|increased|decreased
|
|
usd_before: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
usd_after: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
pct_change: Mapped[Optional[float]] = mapped_column(Float, nullable=True) # signed %
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
wallet: Mapped["KolWallet"] = relationship("KolWallet", back_populates="changes")
|
|
|
|
|
|
class KolDivergence(Base):
|
|
"""Cross-signal: a (post, on-chain change) pair for the same KOL+ticker
|
|
within a ±7-day window.
|
|
|
|
signal_type='divergence' → KOL's public post contradicts their on-chain action
|
|
(says bullish, actually selling → smart-money caution)
|
|
signal_type='alignment' → post and chain agree → higher-conviction signal
|
|
direction='long'/'short' → net conclusion after resolving the pair
|
|
"""
|
|
__tablename__ = "kol_divergence"
|
|
__table_args__ = (
|
|
UniqueConstraint("post_id", "change_id", name="uq_kol_divergence_pair"),
|
|
)
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
|
handle: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
|
|
ticker: Mapped[str] = mapped_column(String(32), nullable=False)
|
|
# B-tier content side
|
|
post_id: Mapped[int] = mapped_column(Integer, ForeignKey("kol_posts.id"), nullable=False)
|
|
post_action: Mapped[str] = mapped_column(String(16), nullable=False)
|
|
post_conviction: Mapped[Optional[float]]= mapped_column(Float, nullable=True)
|
|
post_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
|
# A-tier on-chain side
|
|
change_id: Mapped[int] = mapped_column(Integer, ForeignKey("kol_holding_changes.id"), nullable=False)
|
|
onchain_action: Mapped[str] = mapped_column(String(16), nullable=False)
|
|
usd_before: Mapped[Optional[float]]= mapped_column(Float, nullable=True)
|
|
usd_after: Mapped[Optional[float]]= mapped_column(Float, nullable=True)
|
|
onchain_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
|
# Classification
|
|
signal_type: Mapped[str] = mapped_column(String(16), nullable=False) # divergence|alignment
|
|
direction: Mapped[Optional[str]] = mapped_column(String(8), nullable=True) # long|short
|
|
days_apart: Mapped[Optional[float]]= mapped_column(Float, nullable=True)
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
post: Mapped["KolPost"] = relationship("KolPost")
|
|
change: Mapped["KolHoldingChange"] = relationship("KolHoldingChange")
|
|
|
|
|
|
class TelegramBinding(Base):
|
|
"""Wallet ↔ Telegram chat_id mapping plus per-source alert preferences.
|
|
|
|
Two flavours of binding co-exist in this table:
|
|
|
|
Free tier (walletless): user DM'd the bot `/start` with no code.
|
|
wallet_address is NULL. They get the same
|
|
push content as Pro users unless they tune
|
|
preferences in the bot.
|
|
|
|
Pro tier (wallet-linked): user generated a 6-char code in Settings,
|
|
replied `/start CODE` in the bot. wallet
|
|
is attached so the dashboard knows which
|
|
chat to disconnect / link / show status.
|
|
|
|
Uniqueness: chat_id is unique across all rows (table-level). wallet_address
|
|
is unique among non-NULL rows via the partial index in migration 021 —
|
|
NEVER use SQLAlchemy `unique=True` here because some dialects would emit a
|
|
plain UNIQUE that disallows multiple walletless rows.
|
|
|
|
Preferences (alert_*, min_confidence, mute_*) are now mutated exclusively
|
|
via the bot's /trump /btc /funding /kol /conf /quiet commands. The
|
|
/api/telegram/preferences endpoint exists for legacy reasons but no UI
|
|
surface calls it.
|
|
"""
|
|
__tablename__ = "telegram_bindings"
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
|
# NULL is allowed — see class docstring. Uniqueness for non-NULL values
|
|
# is enforced by the partial unique index defined in migration 021.
|
|
wallet_address: Mapped[Optional[str]] = mapped_column(String(64), nullable=True,
|
|
index=True)
|
|
chat_id: Mapped[int] = mapped_column(BigInteger, nullable=False,
|
|
unique=True, index=True)
|
|
tg_username: Mapped[Optional[str]] = mapped_column(String(64), nullable=True)
|
|
bound_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
alerts_enabled: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
alert_trump: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
alert_btc_bottom: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
alert_funding: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
alert_kol_divergence: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
|
|
min_confidence: Mapped[int] = mapped_column(Integer, nullable=False, default=70)
|
|
|
|
# Quiet hours (UTC). Both null = always on.
|
|
mute_from_hour: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
|
|
mute_until_hour: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
|
|
|
|
last_alert_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
|
|
total_alerts_sent: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
|
total_alerts_failed: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
|
|
|
# Daily 3-section digest (Macro / KOL / Trump). Independent of the
|
|
# per-signal alerts above — a user can disable all real-time alerts but
|
|
# still want the once-a-day overview, or vice versa. See migration 023
|
|
# and app/services/telegram_digest.py.
|
|
digest_enabled: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
|
digest_hour_utc: Mapped[int] = mapped_column(Integer, nullable=False, default=12)
|
|
last_digest_sent_at: Mapped[Optional[datetime]] = mapped_column(DateTime, nullable=True)
|
|
|
|
|
|
class MacroSnapshot(Base):
|
|
"""Daily snapshot of all macro indicators surfaced on the BTC page.
|
|
|
|
One row per calendar date. Every indicator column is nullable — any single
|
|
upstream API failing must not block the rest from being recorded.
|
|
Composite score is computed at insert time by app/services/macro/scoring.py
|
|
against whichever indicators successfully fetched (the formula degrades
|
|
gracefully if a few are missing).
|
|
"""
|
|
__tablename__ = "macro_snapshots"
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
|
snapshot_date: Mapped[date] = mapped_column(Date, nullable=False, unique=True, index=True)
|
|
captured_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, default=utcnow)
|
|
|
|
ahr999: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
altcoin_season_index: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
fear_greed: Mapped[Optional[int]] = mapped_column(Integer, nullable=True)
|
|
fear_greed_label: Mapped[Optional[str]] = mapped_column(String(32), nullable=True)
|
|
btc_dominance_pct: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
eth_btc_ratio: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
stablecoin_supply_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
etf_flow_net_usd_1d: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
btc_open_interest_usd: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
|
|
composite_score: Mapped[Optional[float]] = mapped_column(Float, nullable=True)
|
|
regime_label: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
|
|
|
|
raw_json: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
|