Files
set50-system/backend/app/scheduler.py

286 lines
13 KiB
Python

"""App-internal background scheduler — refreshes real data on its own schedule.
This app runs on its own server (Docker/EasyPanel), independent of Hermes. So
the periodic data-fetching/analysis must live INSIDE the app. This module runs a
daemon thread inside the Flask process that:
- on an interval (default every 60 min), triggers each collector through the
shared daily cache (so fresh real data lands as the "current" state),
- records each successful refresh as a timestamped snapshot under the data dir
(persistent history the dashboard/sources table can report),
- logs progress; swallows transient failures (a source being down once must
not crash the app or the loop).
Thread-safety: the loop only calls collectors + writes cache/snapshots; the HTTP
layer reads the daily cache. No shared mutable in-process state beyond that.
"""
from __future__ import annotations
import logging
import threading
import time
from pathlib import Path
from typing import Callable, List, Optional
log = logging.getLogger("set50.scheduler")
# collectors returning a .to_dict()/dict, keyed by cache key
# (imported lazily to avoid import cycles at module load)
# `fetch_module` = the FACTORS.fetch module name this job feeds (for history).
_REFRESH_JOBS: List[dict] = [
{"key": "bot_tourism", "label": "ท่องเที่ยว (BOT)", "module": "bot_tourism", "fn": "BotTourismSource().fetch", "fetch_module": "macro_thai"},
{"key": "auto_credit/tourism", "label": "ยอดขายรถ (TradingEconomics)", "module": "auto_credit", "fn": "fetch_auto_credit", "fetch_module": "auto_credit"},
{"key": "auto_npl", "label": "NPL รถยนต์ (BOT)", "module": "auto_npl", "fn": "fetch_auto_npl", "fetch_module": "auto_npl"},
{"key": "energy_thai", "label": "โรงกลั่น TOP", "module": "energy_thai", "fn": "fetch_energy_thai", "fetch_module": "energy_thai"},
{"key": "macro_thai", "label": "ภาพรวมประเทศไทย (BOT)", "module": "macro_thai", "fn": "fetch_macro_thai", "fetch_module": "macro_thai"},
{"key": "bank_npl", "label": "NPL ภาคการเงิน (BOT)", "module": "bank_npl", "fn": "fetch_bank_npl", "fetch_module": "bank_npl"},
]
class AppDataScheduler:
"""Runs periodic refresh of the real data collectors inside the app."""
def __init__(self, cache, data_root: Path, interval_seconds: int = 3600,
dividend_cooldown_seconds: int = 6 * 3600):
self.cache = cache
self.data_root = data_root
self.interval = max(30, int(interval_seconds)) # never faster than 30s
self.dividend_cooldown = max(300, int(dividend_cooldown_seconds)) # >=5min
self._stop = threading.Event()
self._thread: Optional[threading.Thread] = None
self._snap_dir = data_root / "scheduler"
self._snap_dir.mkdir(parents=True, exist_ok=True)
self._div_marker = self._snap_dir / "dividends_last_refresh.json"
self._lock = threading.Lock()
# -- public lifecycle ---------------------------------------------------
def start(self) -> None:
if self._thread and self._thread.is_alive():
return
self._stop.clear()
self._thread = threading.Thread(target=self._loop, name="set50-refresh", daemon=True)
self._thread.start()
log.info("set50 data scheduler started (interval=%ss)", self.interval)
def stop(self) -> None:
self._stop.set()
# -- internals ----------------------------------------------------------
def _loop(self) -> None:
# refresh once shortly after boot (so fresh data is live), then on interval
self.refresh_all()
while not self._stop.wait(self.interval):
try:
self.refresh_all()
except Exception: # noqa: BLE001 — loop must survive individual failures
log.exception("set50 scheduler refresh_all failed (will retry)")
def refresh_all(self) -> list[dict]:
"""Run every collector, warm the daily cache, snapshot the state, and
append each factor's value to the historical store (P4 enabler)."""
results: list[dict] = []
fetched_by_module: dict[str, dict] = {}
for job in _REFRESH_JOBS:
res = self._run_job(job)
results.append(res)
fetch_module = job.get("fetch_module")
if res.get("ok") and isinstance(res.get("value"), dict) and fetch_module:
fetched_by_module[fetch_module] = res["value"]
self._record_history(fetched_by_module)
self._record_pit_factor_vintages(fetched_by_module)
self._record_siamchart_vintages()
self._maybe_refresh_dated_dividends()
self._write_marker(results)
return results
def _record_history(self, fetched_by_module: dict[str, dict]) -> None:
"""Append current factor values to the historical store (append-only).
`fetched_by_module` maps FACTORS.fetch module name -> collector dict.
Runs after each refresh so vintages accumulate; macro/demographic
factors become learnable (P4) once they have enough history points.
"""
try:
from .factor_history import FactorHistory
fh = FactorHistory(self.data_root / "factor_history")
fh.record_all(fetched_by_module)
except Exception: # noqa: BLE001 — never let history break the refresh loop
log.exception("set50 factor-history record failed (non-fatal)")
def _record_pit_factor_vintages(self, fetched_by_module: dict[str, dict]) -> None:
"""Write each factor's current PIT vintage into the strict PIT store.
The strict backtest (`backtest_readiness`) reads *this* store, so the
scheduler must keep it populated or strict runs stay blocked forever.
We use the honest, evidence-safe timestamps available at collection
time: ``released_at == retrieved_at == now`` — we do NOT assume a
reporting lag we do not know, so we only claim the value was knowable
from the moment we actually collected it. A point is appended only when
the factor's value differs from its last stored value, so repeated
ticks do not spam rows. This runs on the deployed server too, so
vintages accumulate wherever the app runs.
"""
from . import factors as factors_mod
from .factor_vintages import FactorVintageStore, FactorVintageError
try:
store = FactorVintageStore(self.data_root)
except Exception: # noqa: BLE001
log.exception("set50 PIT-vintage store init failed (non-fatal)")
return
now = self._now() # tz-aware ISO (UTC seconds)
for fkey, fact in factors_mod.FACTORS.items():
if not fact.get("fetch"):
continue
val = factors_mod.factor_value(fact, fetched_by_module.get(fact.get("fetch")))
if val is None:
continue
try:
last = store.value_at(fkey, now)
except FactorVintageError:
last = None
if last is not None and abs(last - val) < 1e-9:
continue # unchanged since last stored -> skip
try:
store.record(
fkey, val,
observed_at=now, released_at=now,
retrieved_at=now, source=str(fact.get("source") or ""),
)
except FactorVintageError as exc:
log.warning("set50 PIT vintage skip %s: %s", fkey, exc)
def _record_siamchart_vintages(self) -> None:
"""Persist the current Siamchart SET50 snapshot as a vintage chain.
This makes the fundamental (40%) dimension reconstructible for strict
PIT backtests. Idempotent: ``SiamchartVintageStore.persist`` dedupes by
``retrieved_at`` + body hash, so re-inserting an unchanged snapshot is a
no-op. Non-fatal on network error. Reads the same latest snapshot file
the dashboard uses (``backend/data/siamchart/set50_master.json``).
"""
import json
from .siamchart_vintages import SiamchartVintageStore, SiamchartVintageError
path = self.data_root / "siamchart" / "set50_master.json"
try:
if not path.is_file():
return
snap = json.loads(path.read_text(encoding="utf-8"))
except (OSError, ValueError) as exc:
log.warning("set50 siamchart snapshot unreadable: %s", exc)
return
if not isinstance(snap, dict) or not snap:
return
try:
store = SiamchartVintageStore(self.data_root)
store.persist(snap)
except SiamchartVintageError as exc:
log.warning("set50 siamchart vintage skip: %s", exc)
except Exception: # noqa: BLE001
log.exception("set50 siamchart vintage persist failed (non-fatal)")
def _maybe_refresh_dated_dividends(self) -> None:
"""Cooldown-gated fetch of real dated dividend history into the ledger.
Dividend history changes slowly (a few times a year per name), so we
only re-fetch at most once per ``dividend_cooldown`` (default 6h), not
every refresh tick. Non-fatal: a network failure leaves the previous
ledger intact and just postpones the next update.
"""
with self._lock:
if self._dividends_fresh():
return
try:
from .dividend_ledger import DividendLedger, populate_dated_dividends
from .siamchart import fetch_dividend_history
from .siamchart_factors import build_factor_view
ledger = DividendLedger(self.data_root / "dividends" / "ledger.json")
fv = build_factor_view()
symbols = [f["symbol"] for f in fv.get("factors", [])]
populate_dated_dividends(ledger, symbols, fetch_dividend_history)
ledger.save()
self._mark_dividends_refreshed()
log.info("set50 dated-dividend ledger refreshed (%d symbols)", len(symbols))
except Exception: # noqa: BLE001 — non-fatal
log.exception("set50 dated-dividend refresh failed (will retry next cooldown)")
def _dividends_fresh(self) -> bool:
import json
import datetime as _dt
if not self._div_marker.is_file():
return False
try:
payload = json.loads(self._div_marker.read_text(encoding="utf-8"))
last = _dt.datetime.fromisoformat(payload["at"])
return (_dt.datetime.now().astimezone() - last).total_seconds() < self.dividend_cooldown
except (OSError, ValueError, KeyError):
return False
def _mark_dividends_refreshed(self) -> None:
import json
import datetime as _dt
try:
self._div_marker.write_text(
json.dumps({"at": _dt.datetime.now().astimezone().isoformat(timespec="seconds")}),
encoding="utf-8",
)
except OSError:
log.exception("could not write dividend refresh marker")
def _run_job(self, job: dict) -> dict:
key = job["key"]
label = job["label"]
try:
value = self.cache.fetch_or_stale(key, self._make_fetcher(job))
return {"key": key, "label": label, "ok": True, "at": self._now(),
"value": value}
except Exception as exc: # noqa: BLE001
log.warning("set50 refresh failed for %s: %s", key, exc)
return {"key": key, "label": label, "ok": False, "error": str(exc), "at": self._now()}
def _make_fetcher(self, job: dict) -> Callable[[], dict]:
module_name = job["module"]
fn = job["fn"]
def fetcher() -> dict:
mod = __import__(f"app.{module_name}", fromlist=["*"])
obj = mod
# Support "ClassName().method" (instantiate then call) and plain
# "func_name" and static object attribute chains.
parts = fn.split(".")
for i, part in enumerate(parts):
is_instantiate = part.endswith("()")
attr = part[:-2] if is_instantiate else part
obj = getattr(obj, attr)
if is_instantiate:
obj = obj() # construct instance
if callable(obj):
value = obj()
else:
value = obj
if hasattr(value, "to_dict"):
value = value.to_dict()
return value or {}
return fetcher
def _write_marker(self, results: list[dict]) -> None:
import json
import datetime as _dt
ok = [r for r in results if r["ok"]]
marker = {
"at": self._now(),
"ok": len(ok),
"total": len(results),
"sources": results,
}
path = self._snap_dir / "last_refresh.json"
try:
path.write_text(json.dumps(marker, ensure_ascii=False, indent=2), encoding="utf-8")
except OSError:
log.exception("could not write scheduler marker")
@staticmethod
def _now() -> str:
import datetime as _dt
return _dt.datetime.now(_dt.timezone.utc).isoformat(timespec="seconds")