🚀 v1.3.0 — Earnings Calendar, Screener, Fast Dashboard Ledger, Alert Notes/Actionable, Cache Warmer, Bug Fixes

Author: itskovacs

backend/alembic/versions/0004_add_notes_and_actionable_to_alert.py

@@ -0,0 +1,36 @@
+"""Notes and Actionable Alerts
+
+Revision ID: 0004_add_notes_and_actionable_to_alert
+Revises: 0003_user_dark
+Create Date: 2026-05-31 21:31:26.248454
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import sqlmodel.sql.sqltypes
+
+
+# revision identifiers, used by Alembic.
+revision = '0004_add_notes_and_actionable_to_alert'
+down_revision = '0003_user_dark'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('alert', schema=None) as batch_op:
+        batch_op.add_column(sa.Column('notes', sqlmodel.sql.sqltypes.AutoString(length=500), nullable=True))
+        batch_op.add_column(sa.Column('actionable', sa.Boolean(), nullable=False, server_default=sa.false()))
+
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('alert', schema=None) as batch_op:
+        batch_op.drop_column('actionable')
+        batch_op.drop_column('notes')
+
+    # ### end Alembic commands ###
+

backend/alembic/versions/0005_add_earnings_notify_to_user.py

@@ -0,0 +1,34 @@
+"""Earnings Notify toggle
+
+Revision ID: 0005_add_earnings_notify_to_user
+Revises: 0004_add_notes_and_actionable_to_alert
+Create Date: 2026-05-31 21:48:50.356325
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import sqlmodel.sql.sqltypes
+
+
+# revision identifiers, used by Alembic.
+revision = '0005_add_earnings_notify_to_user'
+down_revision = '0004_add_notes_and_actionable_to_alert'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('user', schema=None) as batch_op:
+        batch_op.add_column(sa.Column('earnings_notify', sa.Boolean(), nullable=True))
+
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('user', schema=None) as batch_op:
+        batch_op.drop_column('earnings_notify')
+
+    # ### end Alembic commands ###
+

backend/config.py

@@ -42,6 +42,7 @@ class Settings(BaseSettings):
     ACCESS_TOKEN_EXPIRE_MINUTES: int = 30
     REFRESH_TOKEN_EXPIRE_MINUTES: int = 1440  # 24 h
     REGISTER_ENABLE: bool = True
+    DEFAULT_CURRENCY: str = "€"
 
 
 @lru_cache

backend/main.py

@@ -17,10 +17,10 @@
 
 from config import get_settings
 from db.core import init_and_migrate_db
-from routers import alerts, auth, news, profile, projection, stock
-from services.scheduler import check_prices_and_notify
+from routers import alerts, auth, earnings, news, profile, projection, screener, stock
+from services.scheduler import check_prices_and_notify, notify_earnings_summary, warm_dashboard_cache
 
-VERSION = "1.1.0"
+VERSION = "1.3.0"
 
 logging.basicConfig(level=logging.INFO)
 log = logging.getLogger(__name__)
@@ -41,8 +41,10 @@ async def lifespan(app: FastAPI):
     log.info("STONKS ready")
     scheduler = AsyncIOScheduler()
     scheduler.add_job(check_prices_and_notify, 'cron', day_of_week='mon-fri', hour='7-22', minute='*/15')
+    scheduler.add_job(notify_earnings_summary, 'cron', day_of_week='mon-fri', hour=8, minute=0)
+    scheduler.add_job(warm_dashboard_cache,    'cron', day_of_week='mon-fri', hour='7-22', minute='*/45')
     scheduler.start()
-    log.info("Scheduler (alerts) ready")
+    log.info("Scheduler (alerts + earnings notifier) ready")
     yield
     scheduler.shutdown()
     log.info("Shutting down")
@@ -64,6 +66,8 @@ async def lifespan(app: FastAPI):
 app.include_router(profile.router, prefix="/api")
 app.include_router(alerts.router, prefix="/api")
 app.include_router(projection.router, prefix="/api")
+app.include_router(earnings.router, prefix="/api")
+app.include_router(screener.router, prefix="/api")
 
 
 @app.get("/api/")

backend/models/models.py

@@ -53,6 +53,7 @@ class User(SQLModel, table=True):
     currency: str | None
     apprise_url: str | None = Field(default=None, description="Comma-separated Apprise URLs")
     dark_mode: bool | None
+    earnings_notify: bool | None = Field(default=True)
 
     watchlist_items: list["WatchlistItem"] = Relationship(
         back_populates="owner", cascade_delete=True
@@ -80,6 +81,8 @@ class Alert(SQLModel, table=True):
     trigger_above: bool
     is_armed: bool = Field(default=True)
     last_triggered: date | None = Field(default=None)
+    notes: str | None = Field(default=None, max_length=500)
+    actionable: bool = Field(default=False)
 
     owner: User | None = Relationship(back_populates="alerts")
 

backend/models/schemas.py

@@ -45,7 +45,7 @@ class LoginRegisterModel(BaseModel):
         str,
         StringConstraints(min_length=1, max_length=19, pattern=r"^[a-zA-Z0-9_-]+$"),
     ]
-    password: str
+    password: Annotated[str, StringConstraints(min_length=4)]
 
 
 class AuthParams(BaseModel):
@@ -111,6 +111,7 @@ class UserSettingsRequest(BaseModel):
     currency: str | None = Field(default=None, min_length=1, max_length=10, description="Currency symbol, e.g. €, $, £")
     apprise_url: str | None = Field(default=None, description="Comma-separated Apprise notification URLs")
     dark_mode: bool | None = Field(default=None)
+    earnings_notify: bool | None = Field(default=None)
 
 
 class UserSettingsOut(BaseModel):
@@ -119,6 +120,7 @@ class UserSettingsOut(BaseModel):
     currency: str | None
     apprise_url: str | None
     dark_mode: bool | None
+    earnings_notify: bool | None
 
 
 # =============================================================================
@@ -130,21 +132,34 @@ class AlertRequest(BaseModel):
     ticker: str = Field(min_length=1, max_length=20)
     target_price: float = Field(gt=0)
     trigger_above: bool
+    notes: str | None = Field(default=None, max_length=500)
+    actionable: bool = False
 
     @field_validator("ticker")
     @classmethod
     def normalize_ticker(cls, v: str) -> str:
         return v.strip().upper()
 
+    @field_validator("notes")
+    @classmethod
+    def normalize_notes(cls, v: str | None) -> str | None:
+        if v is not None:
+            stripped = v.strip()
+            return stripped if stripped else None
+        return None
+
 
 class AlertUpdateRequest(BaseModel):
     target_price: float | None = Field(default=None, gt=0)
     trigger_above: bool | None = None
+    notes: str | None = None  # None = don't change; "" = clear; non-empty = set
+    actionable: bool | None = None
 
     @model_validator(mode="after")
     def at_least_one_field(self) -> "AlertUpdateRequest":
-        if self.target_price is None and self.trigger_above is None:
-            raise ValueError("Provide at least one of: target_price, trigger_above")
+        if (self.target_price is None and self.trigger_above is None
+                and self.notes is None and self.actionable is None):
+            raise ValueError("Provide at least one field to update")
         return self
 
 
@@ -157,6 +172,8 @@ class AlertOut(BaseModel):
     trigger_above: bool
     is_armed: bool
     last_triggered: date | None
+    notes: str | None
+    actionable: bool
 
 
 # =============================================================================
@@ -512,6 +529,36 @@ class DashboardResponse(BaseModel):
     user_currency: str
 
 
+class RawPositionRow(BaseModel):
+    """Position computed from WAC only — no live price fields."""
+    ticker: str
+    envelope_name: str
+    shares: float
+    avg_cost: float
+    cost_basis: float
+
+
+class StaticTotals(BaseModel):
+    """Totals computable from DB alone — no live prices required."""
+    total_cash: float
+    net_deposits: dict[str, float]
+    dividend_income_90d: float
+
+
+class DashboardLedgerResponse(BaseModel):
+    """
+    Fast DB+CPU slice of the dashboard. Returned by GET /profile/dashboard/ledger
+    in ~20 ms. Contains everything that does not require a yfinance call so the
+    frontend can render envelopes, the transaction ledger, and position skeletons
+    while the full /dashboard market-data call is still in flight.
+    """
+    envelopes: list[EnvelopeSummary]   # total_value = cash_available only (no equity yet)
+    transactions: list[TransactionOut]
+    user_currency: str
+    raw_positions: list[RawPositionRow]
+    static_totals: StaticTotals
+
+
 # =============================================================================
 # PORTFOLIO OVERVIEW
 # =============================================================================
@@ -588,6 +635,7 @@ class ProjectionRequest(BaseModel):
     deposit:           float = Field(ge=0.0, default=0.0)
     annual_rate_pct:   float = Field(ge=0.0, le=100.0)
     deposit_frequency: DepositFrequency = DepositFrequency.MONTHLY
+    initial_balance:   float | None = Field(default=None, ge=0.0)
 
 
 class ProjectionDataset(BaseModel):
@@ -626,3 +674,60 @@ class ProjectionResponse(BaseModel):
     milestones: list[ProjectionMilestone]
     summary:    ProjectionSummary
     inputs:     ProjectionInputs
+
+
+# =============================================================================
+# EARNINGS CALENDAR
+# =============================================================================
+
+
+class EarningsEntry(BaseModel):
+    ticker: str
+    company_name: str | None
+    earnings_date: str
+    sector: str | None
+    currency: str | None
+    history: list[PricePoint]
+
+
+class EarningsCalendarResponse(BaseModel):
+    entries: list[EarningsEntry]
+    generated_at: str
+
+
+# =============================================================================
+# SCREENER
+# =============================================================================
+
+
+class ScreenerRow(BaseModel):
+    ticker: str
+    name: str
+    sector: str | None
+    currency: str
+    current_price: float
+    change_1d_pct: float
+    change_5d_pct: float | None
+    change_1m_pct: float | None
+    rsi_14: float | None
+    bollinger_b: float | None
+    bollinger_signal: str | None
+    sma_50: float | None
+    sma_200: float | None
+    sma_signal: str | None
+    macd_signal: str | None
+    stochastic_k: float | None
+    stochastic_signal: str | None
+    volume_trend_ratio: float | None
+    volume_trend_signal: str | None
+    buy_pct: int
+    hold_pct: int
+    sell_pct: int
+    is_held: bool
+
+
+class ScreenerSentiment(BaseModel):
+    ticker: str
+    sentiment_score: float  # -1.0 to 1.0 (winsorized)
+    label: str              # positive | neutral | negative
+    article_count: int

backend/routers/alerts.py

@@ -52,6 +52,8 @@ def create_alert(
         ticker=req.ticker,
         target_price=req.target_price,
         trigger_above=req.trigger_above,
+        notes=req.notes,
+        actionable=req.actionable,
     )
     session.add(alert)
     session.commit()
@@ -80,10 +82,15 @@ def update_alert(
         alert.target_price = req.target_price
     if req.trigger_above is not None:
         alert.trigger_above = req.trigger_above
-
-    # Changing the trigger condition resets the alert so it can fire on the new settings.
-    alert.is_armed = True
-    alert.last_triggered = None
+    if req.notes is not None:
+        alert.notes = req.notes.strip() or None
+    if req.actionable is not None:
+        alert.actionable = req.actionable
+
+    # Only reset armed state when the trigger condition itself changes.
+    if req.target_price is not None or req.trigger_above is not None:
+        alert.is_armed = True
+        alert.last_triggered = None
 
     session.add(alert)
     session.commit()

backend/routers/auth.py

@@ -19,7 +19,7 @@
 from deps import SessionDep
 from models.models import User
 from models.schemas import AuthParams, LoginRegisterModel, Token
-from security import create_access_token, create_tokens, hash_password, verify_password
+from security import create_access_token, create_refresh_token, create_tokens, hash_password, verify_password
 
 router = APIRouter(prefix="/auth", tags=["auth"])
 
@@ -42,7 +42,7 @@ def register(req: LoginRegisterModel, session: SessionDep) -> Token:
     if not get_settings().REGISTER_ENABLE:
         raise HTTPException(status_code=403, detail="Registration is disabled")
     if session.get(User, req.username):
-        raise HTTPException(status_code=409, detail="Username already taken")
+        raise HTTPException(status_code=409, detail="Registration failed")
     session.add(User(username=req.username, hashed_password=hash_password(req.password)))
     session.commit()
     return create_tokens(data={"sub": req.username})
@@ -81,5 +81,5 @@ def refresh_token(
 
     return Token(
         access_token=create_access_token(data={"sub": username}),
-        refresh_token=token,  # reuse existing refresh token until it expires
+        refresh_token=create_refresh_token(data={"sub": username}),
     )

backend/routers/earnings.py

@@ -0,0 +1,21 @@
+"""
+Earnings Calendar router
+========================
+GET /api/earnings  →  EarningsCalendarResponse for ±1 week from today
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends
+from starlette.concurrency import run_in_threadpool
+
+from deps import get_current_username
+from models.schemas import EarningsCalendarResponse
+from services.earnings_service import get_earnings_calendar
+
+router = APIRouter(prefix="/earnings", tags=["Earnings"])
+
+
+@router.get("", summary="Earnings calendar for ±1 week from today", response_model=EarningsCalendarResponse)
+async def earnings_calendar(current_user: Annotated[str, Depends(get_current_username)]) -> dict:
+    return await run_in_threadpool(get_earnings_calendar)