feat(TA): update technical analysis service

This commit is contained in:
2026-08-09 21:01:42 +02:00
parent 05d55a324c
commit c74a4456af
18 changed files with 2288 additions and 0 deletions
@@ -0,0 +1,378 @@
using System;
using System.Collections.Concurrent;
using System.Collections.Generic;
using System.Linq;
using System.Text.Json;
using System.Threading;
using System.Threading.Tasks;
using FinlyticCore.Dtos.TechnicalAnalysis;
using FinlyticCore.Services.TradeRepublic;
using FinlyticTechnicalAnalysis.Database;
using FinlyticTechnicalAnalysis.Entities;
using Microsoft.EntityFrameworkCore;
using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Logging;
namespace FinlyticTechnicalAnalysis.Services;
public interface ITechnicalAnalysisDbService
{
Task<TechnicalAnalysisDto?> GetAnalysisAsync(string isin, bool forceRefresh = false, CancellationToken cancellationToken = default);
Task<LivePriceDto?> GetLivePriceAsync(string isin, CancellationToken cancellationToken = default);
}
public class TechnicalAnalysisDbService : ITechnicalAnalysisDbService
{
private readonly IServiceScopeFactory _scopeFactory;
private readonly IYahooMarketDataScraper _yahooScraper;
private readonly ITradeRepublicService _trService;
private readonly ITechnicalAnalysisCalculator _calculator;
private readonly ILogger<TechnicalAnalysisDbService> _logger;
// Cache Layer 1: In-Memory Candles Cache (TTL: 15 Minuten)
private static readonly ConcurrentDictionary<string, (List<MarketCandleEntity> Candles, string Symbol, string Currency, DateTime FetchedAt)> _candleCache = new();
// Per-ISIN Semaphores zur Vermeidung von Cache-Stampedes
private static readonly ConcurrentDictionary<string, SemaphoreSlim> _perIsinLocks = new();
private static readonly TimeSpan CandleCacheTtl = TimeSpan.FromMinutes(15);
private static readonly TimeSpan DbCacheTtl = TimeSpan.FromHours(1);
public TechnicalAnalysisDbService(
IServiceScopeFactory scopeFactory,
IYahooMarketDataScraper yahooScraper,
ITradeRepublicService trService,
ITechnicalAnalysisCalculator calculator,
ILogger<TechnicalAnalysisDbService> logger)
{
_scopeFactory = scopeFactory;
_yahooScraper = yahooScraper;
_trService = trService;
_calculator = calculator;
_logger = logger;
}
public async Task<TechnicalAnalysisDto?> GetAnalysisAsync(string isin, bool forceRefresh = false, CancellationToken cancellationToken = default)
{
if (string.IsNullOrWhiteSpace(isin)) return null;
var cleanIsin = isin.Trim().ToUpperInvariant();
// 1. Layer-1: Fast-Path aus In-Memory Cache (wenn kein forceRefresh)
if (!forceRefresh && _candleCache.TryGetValue(cleanIsin, out var ramEntry) && DateTime.UtcNow - ramEntry.FetchedAt < CandleCacheTtl)
{
_logger.LogDebug("[{Channel}] RAM-Cache Hit for ISIN {Isin}. Merging live price...", "TechnicalAnalysisChannel", cleanIsin);
return await BuildAnalysisWithLivePriceAsync(cleanIsin, ramEntry.Candles, ramEntry.Symbol, ramEntry.Currency, cancellationToken);
}
// Semaphor für ISIN holen (verhindert doppelte parallele Abfragen der gleichen ISIN)
var semaphore = _perIsinLocks.GetOrAdd(cleanIsin, _ => new SemaphoreSlim(1, 1));
await semaphore.WaitAsync(cancellationToken);
try
{
// Re-Check nach Lock-Erhalt
if (!forceRefresh && _candleCache.TryGetValue(cleanIsin, out ramEntry) && DateTime.UtcNow - ramEntry.FetchedAt < CandleCacheTtl)
{
return await BuildAnalysisWithLivePriceAsync(cleanIsin, ramEntry.Candles, ramEntry.Symbol, ramEntry.Currency, cancellationToken);
}
// 2. Layer-2: Prüfen ob frische Daten in der Datenbank liegen
if (!forceRefresh)
{
var dbDto = await GetFromDbCacheAsync(cleanIsin, cancellationToken);
if (dbDto != null)
{
_logger.LogDebug("[{Channel}] DB-Cache Hit for ISIN {Isin}.", "TechnicalAnalysisChannel", cleanIsin);
return dbDto;
}
}
// 3. Cache Miss / ForceRefresh: Vollständige Neuberechnung
return await FullRefreshAsync(cleanIsin, cancellationToken);
}
finally
{
semaphore.Release();
// Speicher aufräumen, falls Lock nicht mehr genutzt wird
if (semaphore.CurrentCount == 1)
{
_perIsinLocks.TryRemove(cleanIsin, out _);
}
}
}
public async Task<LivePriceDto?> GetLivePriceAsync(string isin, CancellationToken cancellationToken = default)
{
if (string.IsNullOrWhiteSpace(isin)) return null;
var cleanIsin = isin.Trim().ToUpperInvariant();
var (livePrice, liveBid, liveAsk) = await FetchLivePriceAsync(cleanIsin, cancellationToken);
if (!livePrice.HasValue) return null;
return new LivePriceDto(
cleanIsin,
Math.Round(livePrice.Value, 2),
0m, // Percent change optional
liveBid.HasValue ? Math.Round(liveBid.Value, 2) : null,
liveAsk.HasValue ? Math.Round(liveAsk.Value, 2) : null
);
}
private async Task<TechnicalAnalysisDto?> FullRefreshAsync(string cleanIsin, CancellationToken cancellationToken)
{
_logger.LogInformation("[{Channel}] Full refresh for ISIN {Isin}", "TechnicalAnalysisChannel", cleanIsin);
var tickerTask = _yahooScraper.ResolveTickerFromIsinAsync(cleanIsin, cancellationToken);
var macroTask = FetchMacroDataAsync(cancellationToken);
await Task.WhenAll(tickerTask, macroTask);
var ticker = await tickerTask;
var querySymbol = !string.IsNullOrEmpty(ticker) ? ticker : cleanIsin;
var (vix, gspc, dxy) = await macroTask;
var yahooResult = await _yahooScraper.FetchHistoricalCandlesWithCurrencyAsync(querySymbol, "1y", "1d", cancellationToken);
var candles = yahooResult.Candles;
var currency = yahooResult.Currency;
if (candles.Count == 0 && querySymbol != cleanIsin)
{
yahooResult = await _yahooScraper.FetchHistoricalCandlesWithCurrencyAsync(cleanIsin, "1y", "1d", cancellationToken);
candles = yahooResult.Candles;
currency = yahooResult.Currency;
}
if (candles.Count == 0)
{
_logger.LogWarning("[{Channel}] No candles retrieved for {Symbol}", "TechnicalAnalysisChannel", querySymbol);
return null;
}
// In RAM-Cache sichern
_candleCache[cleanIsin] = (candles.Select(CloneCandle).ToList(), querySymbol, currency, DateTime.UtcNow);
// Live-Preis einpflegen
await MergeLivePriceAsync(cleanIsin, candles, querySymbol, cancellationToken);
var resultDto = BuildDto(cleanIsin, querySymbol, currency, candles, vix, gspc, dxy);
// Synchron und sicher in DB persistieren
await PersistToDbCacheAsync(cleanIsin, querySymbol, resultDto, cancellationToken);
return resultDto;
}
private async Task<TechnicalAnalysisDto> BuildAnalysisWithLivePriceAsync(
string cleanIsin, List<MarketCandleEntity> cachedCandles, string querySymbol, string currency, CancellationToken cancellationToken)
{
var candles = cachedCandles.Select(CloneCandle).ToList();
var livePriceTask = FetchLivePriceAsync(cleanIsin, cancellationToken);
var macroTask = FetchMacroDataAsync(cancellationToken);
await Task.WhenAll(livePriceTask, macroTask);
var (livePrice, liveBid, liveAsk) = await livePriceTask;
var (vix, gspc, dxy) = await macroTask;
if (livePrice.HasValue && livePrice.Value > 0m)
{
var today = DateTime.UtcNow.Date;
var lastCandle = candles.LastOrDefault(c => c.Timestamp.Date == today);
if (lastCandle != null)
{
lastCandle.Close = livePrice.Value;
lastCandle.High = Math.Max(lastCandle.High, livePrice.Value);
lastCandle.Low = Math.Min(lastCandle.Low, livePrice.Value);
if (liveBid.HasValue) lastCandle.Bid = liveBid.Value;
if (liveAsk.HasValue) lastCandle.Ask = liveAsk.Value;
}
else
{
var prevClose = candles.LastOrDefault()?.Close ?? livePrice.Value;
candles.Add(new MarketCandleEntity
{
Symbol = querySymbol, Interval = "1d", Timestamp = today,
Open = prevClose, High = Math.Max(prevClose, livePrice.Value),
Low = Math.Min(prevClose, livePrice.Value), Close = livePrice.Value,
Volume = 1000, Bid = liveBid, Ask = liveAsk
});
}
}
return BuildDto(cleanIsin, querySymbol, currency, candles, vix, gspc, dxy);
}
private async Task MergeLivePriceAsync(string cleanIsin, List<MarketCandleEntity> candles, string querySymbol, CancellationToken cancellationToken)
{
var (livePrice, liveBid, liveAsk) = await FetchLivePriceAsync(cleanIsin, cancellationToken);
if (!livePrice.HasValue || livePrice.Value <= 0m) return;
var today = DateTime.UtcNow.Date;
var lastCandle = candles.LastOrDefault(c => c.Timestamp.Date == today);
if (lastCandle != null)
{
lastCandle.Close = livePrice.Value;
lastCandle.High = Math.Max(lastCandle.High, livePrice.Value);
lastCandle.Low = Math.Min(lastCandle.Low, livePrice.Value);
if (liveBid.HasValue) lastCandle.Bid = liveBid.Value;
if (liveAsk.HasValue) lastCandle.Ask = liveAsk.Value;
}
else
{
var prevClose = candles.LastOrDefault()?.Close ?? livePrice.Value;
candles.Add(new MarketCandleEntity
{
Symbol = querySymbol, Interval = "1d", Timestamp = today,
Open = prevClose, High = Math.Max(prevClose, livePrice.Value),
Low = Math.Min(prevClose, livePrice.Value), Close = livePrice.Value,
Volume = 1000, Bid = liveBid, Ask = liveAsk
});
}
}
private async Task<(decimal? livePrice, decimal? liveBid, decimal? liveAsk)> FetchLivePriceAsync(string cleanIsin, CancellationToken cancellationToken)
{
decimal? livePrice = null;
decimal? liveBid = null;
decimal? liveAsk = null;
try
{
using var cts = CancellationTokenSource.CreateLinkedTokenSource(cancellationToken);
cts.CancelAfter(1500); // Maximal 1.5 Sekunden Wartezeit auf Ticker
var trTask = new TaskCompletionSource<bool>(TaskCreationOptions.RunContinuationsAsynchronously);
int? subId = await _trService.SubscribeRealtimeTickerAsync(cleanIsin, tick =>
{
if (tick.Last != null && tick.Last.PriceValue > 0m)
{
livePrice = tick.Last.PriceValue;
liveBid = tick.Bid?.PriceValue;
liveAsk = tick.Ask?.PriceValue;
trTask.TrySetResult(true);
}
}, cts.Token);
if (subId.HasValue)
{
try
{
await trTask.Task.WaitAsync(cts.Token);
}
catch (OperationCanceledException) { }
await _trService.UnsubscribeRealtimeTickerAsync(subId.Value);
}
}
catch (Exception ex)
{
_logger.LogWarning(ex, "[{Channel}] Real-time price fetch skipped for ISIN {Isin}", "TechnicalAnalysisChannel", cleanIsin);
}
return (livePrice, liveBid, liveAsk);
}
private async Task<(MacroDataEntity vix, MacroDataEntity gspc, MacroDataEntity dxy)> FetchMacroDataAsync(CancellationToken cancellationToken)
{
var vixTask = _yahooScraper.FetchMacroTickerAsync("^VIX", cancellationToken);
var gspcTask = _yahooScraper.FetchMacroTickerAsync("^GSPC", cancellationToken);
var dxyTask = _yahooScraper.FetchMacroTickerAsync("DX-Y.NY", cancellationToken);
await Task.WhenAll(vixTask, gspcTask, dxyTask);
var vix = await vixTask ?? new MacroDataEntity { Symbol = "^VIX", Value = 18.5m, TrendState = "Moderate" };
var gspc = await gspcTask ?? new MacroDataEntity { Symbol = "^GSPC", Value = 5500m, TrendState = "Bullish" };
var dxy = await dxyTask ?? new MacroDataEntity { Symbol = "DX-Y.NY", Value = 104.2m, TrendState = "Neutral" };
return (vix, gspc, dxy);
}
private TechnicalAnalysisDto BuildDto(string cleanIsin, string querySymbol, string currency, List<MarketCandleEntity> candles, MacroDataEntity vix, MacroDataEntity gspc, MacroDataEntity dxy)
{
var vixRegime = vix.Value > 25m ? "HighVolatility" : (vix.Value > 18m ? "Moderate" : "LowVolatility");
var summaryText = $"Markt-Vola (VIX: {vix.Value:F1}) ist {vixRegime}. S&P 500 Trend ist {gspc.TrendState}. DXY: {dxy.Value:F1}.";
var marketRegime = new MarketRegimeDto(
VixValue: vix.Value, VixRegime: vixRegime,
MarketTrend: gspc.TrendState, DxyValue: dxy.Value,
DxyState: dxy.TrendState == "Bullish" ? "DollarStrengthening" : "DollarWeakening",
SummaryText: summaryText);
var (indicators, patterns, signals) = _calculator.CalculateAnalysis(candles, currency);
var candleDtos = candles.Select(c => new CandleDto(
Timestamp: c.Timestamp, Open: c.Open, High: c.High,
Low: c.Low, Close: c.Close, Volume: c.Volume,
Bid: c.Bid, Ask: c.Ask)).ToList();
return new TechnicalAnalysisDto(
Isin: cleanIsin, Ticker: querySymbol, CompanyName: querySymbol,
LastUpdated: DateTime.UtcNow, Candles: candleDtos,
Indicators: indicators, Patterns: patterns, Signals: signals,
MarketRegime: marketRegime, Currency: currency);
}
private async Task<TechnicalAnalysisDto?> GetFromDbCacheAsync(string cleanIsin, CancellationToken cancellationToken)
{
try
{
using var scope = _scopeFactory.CreateScope();
var db = scope.ServiceProvider.GetRequiredService<TechnicalAnalysisDbContext>();
var cached = await db.CachedAnalyses
.AsNoTracking()
.FirstOrDefaultAsync(c => c.Isin == cleanIsin, cancellationToken);
if (cached != null && DateTime.UtcNow - cached.CalculatedAt < DbCacheTtl)
{
return JsonSerializer.Deserialize<TechnicalAnalysisDto>(cached.AnalysisJson);
}
}
catch (Exception ex)
{
_logger.LogWarning(ex, "[{Channel}] Failed to read DB cache for ISIN {Isin}", "TechnicalAnalysisChannel", cleanIsin);
}
return null;
}
private async Task PersistToDbCacheAsync(string cleanIsin, string querySymbol, TechnicalAnalysisDto dto, CancellationToken cancellationToken)
{
try
{
using var scope = _scopeFactory.CreateScope();
var db = scope.ServiceProvider.GetRequiredService<TechnicalAnalysisDbContext>();
var json = JsonSerializer.Serialize(dto);
var existing = await db.CachedAnalyses.FirstOrDefaultAsync(c => c.Isin == cleanIsin, cancellationToken);
if (existing != null)
{
existing.Ticker = querySymbol;
existing.AnalysisJson = json;
existing.CalculatedAt = DateTime.UtcNow;
}
else
{
db.CachedAnalyses.Add(new CachedAnalysisEntity
{
Isin = cleanIsin,
Ticker = querySymbol,
AnalysisJson = json,
CalculatedAt = DateTime.UtcNow
});
}
await db.SaveChangesAsync(cancellationToken);
}
catch (Exception ex)
{
_logger.LogError(ex, "[{Channel}] Failed to persist TA DB cache for ISIN {Isin}", "TechnicalAnalysisChannel", cleanIsin);
}
}
private static MarketCandleEntity CloneCandle(MarketCandleEntity c) => new()
{
Symbol = c.Symbol, Interval = c.Interval, Timestamp = c.Timestamp,
Open = c.Open, High = c.High, Low = c.Low, Close = c.Close,
Volume = c.Volume, Bid = c.Bid, Ask = c.Ask
};
}