06/05 Optimize app

app/services/investment_service.py

@@ -323,6 +323,99 @@ def update_prices(investment_ids=None):
     return updated
 
 
+def check_and_save_price_alerts(threshold: float = 5.0) -> int:
+    """
+    Fetch today's day-change for every unique ticker that has an active holding.
+    For any ticker where |day_change_pct| >= threshold, write an AiInsight row
+    with insight_type='alert' so the investments page can surface a banner.
+
+    Deduplicates by ticker so each ticker's Groq/Yahoo call happens only once.
+    Returns the number of alerts saved.
+    """
+    import json
+    from app.models.ai_insight import AiInsight
+
+    today = datetime.utcnow().date()
+
+    investments = Investment.query.filter(
+        Investment.ticker != None,
+        Investment.ticker != '',
+        Investment.is_active == True,
+    ).all()
+
+    if not investments:
+        return 0
+
+    # Collect unique tickers and their holding names
+    ticker_map = {}  # ticker → asset_name (first one found)
+    for inv in investments:
+        t = inv.ticker.upper()
+        if t not in ticker_map:
+            ticker_map[t] = inv.asset_name
+
+    alerts = []
+    for ticker, asset_name in ticker_map.items():
+        try:
+            change = fetch_day_change(ticker)
+        except Exception:
+            continue
+        if not change:
+            continue
+        pct = change.get('day_change_pct') or 0
+        if abs(pct) >= threshold:
+            alerts.append({
+                'ticker':          ticker,
+                'asset_name':      asset_name,
+                'day_change_pct':  round(pct, 2),
+                'current_price':   change.get('current'),
+            })
+
+    if not alerts:
+        return 0
+
+    # Upsert: overwrite any earlier alert from today
+    existing = AiInsight.query.filter_by(
+        insight_date=today, insight_type='alert'
+    ).first()
+    content_json = json.dumps(alerts)
+    if existing:
+        existing.content = content_json
+    else:
+        db.session.add(AiInsight(
+            insight_date=today,
+            insight_type='alert',
+            content=content_json,
+            prompt_summary=f'price_alert threshold={threshold}%',
+        ))
+
+    try:
+        db.session.commit()
+        log.info('[investment] saved %d price alert(s) (threshold=%.1f%%)', len(alerts), threshold)
+    except Exception as e:
+        db.session.rollback()
+        log.error('[investment] failed to save price alerts: %s', e)
+
+    return len(alerts)
+
+
+def get_price_alerts():
+    """
+    Return today's price alert list (from ai_insights) or [] if none exist.
+    Each item: {ticker, asset_name, day_change_pct, current_price}
+    """
+    import json
+    from app.models.ai_insight import AiInsight
+
+    today = datetime.utcnow().date()
+    row = AiInsight.query.filter_by(insight_date=today, insight_type='alert').first()
+    if not row:
+        return []
+    try:
+        return json.loads(row.content)
+    except Exception:
+        return []
+
+
 def get_portfolio_summary():
     """
     Return portfolio-level aggregates across all active investments.