feat: Complete Fiscal Clone deployment package

- SEC filings extraction (10-K, 10-Q, 8-K)
- Portfolio analytics with real-time prices
- Watchlist management
- NextAuth.js authentication
- OpenClaw AI integration
- PostgreSQL database with auto P&L calculations
- Elysia.js backend (Bun runtime)
- Next.js 14 frontend (TailwindCSS + Recharts)
- Production-ready Docker configurations
This commit is contained in:
Francesco
2026-02-16 03:49:32 +00:00
commit da58289eb1
39 changed files with 4070 additions and 0 deletions

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backend/Dockerfile Normal file
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FROM node:20-alpine AS base
WORKDIR /app
# Install dependencies
FROM base AS install
RUN npm install -g bun
COPY package.json ./
RUN bun install
# Build
FROM base AS build
COPY --from=install /app/node_modules ./node_modules
COPY . .
RUN bun build
# Production
FROM base AS release
RUN npm install -g bun
COPY --from=install /app/node_modules ./node_modules
COPY --from=build /app/dist ./dist
COPY package.json .
ENV NODE_ENV=production
ENV PORT=3001
EXPOSE 3001
CMD ["bun", "run", "start"]

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services:
backend:
build:
context: .
dockerfile: Dockerfile
restart: unless-stopped
environment:
- DATABASE_URL=postgres://${POSTGRES_USER}:${POSTGRES_PASSWORD}@postgres:5432/${POSTGRES_DB}
- PORT=3001
depends_on:
postgres:
condition: service_healthy
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:3001/api/health"]
interval: 30s
timeout: 10s
retries: 3
networks:
- fiscal
postgres:
image: postgres:16-alpine
restart: unless-stopped
environment:
- POSTGRES_USER=${POSTGRES_USER}
- POSTGRES_PASSWORD=${POSTGRES_PASSWORD}
- POSTGRES_DB=${POSTGRES_DB}
volumes:
- postgres_data:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U ${POSTGRES_USER} -d ${POSTGRES_DB}"]
interval: 5s
timeout: 5s
retries: 10
networks:
- fiscal
volumes:
postgres_data:
networks:
fiscal:
external: true

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{
"name": "fiscal-backend",
"version": "0.1.0",
"scripts": {
"dev": "bun run --watch src/index.ts",
"start": "bun run src/index.ts",
"db:migrate": "bun run src/db/migrate.ts",
"db:seed": "bun run src/db/seed.ts"
},
"dependencies": {
"@elysiajs/cors": "^1.0.2",
"@elysiajs/swagger": "^1.0.2",
"elysia": "^1.0.20",
"pg": "^8.11.3",
"postgres": "^3.4.4",
"dotenv": "^16.4.5",
"zod": "^3.22.4",
"bcryptjs": "^2.4.3",
"jsonwebtoken": "^9.0.2"
},
"devDependencies": {
"@types/pg": "^8.11.4",
"@types/bcryptjs": "^2.4.6",
"@types/jsonwebtoken": "^9.0.5",
"bun-types": "latest"
}
}

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import postgres from 'postgres';
const sql = postgres(process.env.DATABASE_URL || 'postgres://postgres:postgres@localhost:5432/fiscal', {
max: 10,
idle_timeout: 20,
connect_timeout: 10
});
export const db = sql;
export type Filings = {
id: number;
ticker: string;
filing_type: string;
filing_date: Date;
accession_number: string;
cik: string;
company_name: string;
key_metrics?: any;
insights?: string;
created_at: Date;
};
export type Portfolio = {
id: number;
user_id: string;
ticker: string;
shares: number;
avg_cost: number;
current_price?: number;
current_value?: number;
gain_loss?: number;
gain_loss_pct?: number;
last_updated?: Date;
created_at: Date;
};
export type Watchlist = {
id: number;
user_id: string;
ticker: string;
company_name: string;
sector?: string;
created_at: Date;
};

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import { db } from './index';
async function migrate() {
console.log('Running migrations...');
// Create users table
await db`
CREATE TABLE IF NOT EXISTS users (
id SERIAL PRIMARY KEY,
email VARCHAR(255) UNIQUE NOT NULL,
password TEXT NOT NULL,
name VARCHAR(255),
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
)
`;
// Create filings table
await db`
CREATE TABLE IF NOT EXISTS filings (
id SERIAL PRIMARY KEY,
ticker VARCHAR(10) NOT NULL,
filing_type VARCHAR(20) NOT NULL,
filing_date DATE NOT NULL,
accession_number VARCHAR(40) UNIQUE NOT NULL,
cik VARCHAR(20) NOT NULL,
company_name TEXT NOT NULL,
key_metrics JSONB,
insights TEXT,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
)
`;
// Create portfolio table
await db`
CREATE TABLE IF NOT EXISTS portfolio (
id SERIAL PRIMARY KEY,
user_id INTEGER REFERENCES users(id) ON DELETE CASCADE,
ticker VARCHAR(10) NOT NULL,
shares NUMERIC(20, 4) NOT NULL,
avg_cost NUMERIC(10, 4) NOT NULL,
current_price NUMERIC(10, 4),
current_value NUMERIC(20, 4),
gain_loss NUMERIC(20, 4),
gain_loss_pct NUMERIC(10, 4),
last_updated TIMESTAMP,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
UNIQUE(user_id, ticker)
)
`;
// Create watchlist table
await db`
CREATE TABLE IF NOT EXISTS watchlist (
id SERIAL PRIMARY KEY,
user_id INTEGER REFERENCES users(id) ON DELETE CASCADE,
ticker VARCHAR(10) NOT NULL,
company_name TEXT NOT NULL,
sector VARCHAR(100),
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
UNIQUE(user_id, ticker)
)
`;
// Create indexes
await db`CREATE INDEX IF NOT EXISTS idx_users_email ON users(email)`;
await db`CREATE INDEX IF NOT EXISTS idx_filings_ticker ON filings(ticker)`;
await db`CREATE INDEX IF NOT EXISTS idx_filings_date ON filings(filing_date DESC)`;
await db`CREATE INDEX IF NOT EXISTS idx_portfolio_user ON portfolio(user_id)`;
await db`CREATE INDEX IF NOT EXISTS idx_watchlist_user ON watchlist(user_id)`;
// Create function to update portfolio prices
await db`
CREATE OR REPLACE FUNCTION update_portfolio_prices()
RETURNS TRIGGER AS $$
BEGIN
NEW.current_value := NEW.shares * NEW.current_price;
NEW.gain_loss := NEW.current_value - (NEW.shares * NEW.avg_cost);
NEW.gain_loss_pct := CASE
WHEN NEW.avg_cost > 0 THEN ((NEW.current_price - NEW.avg_cost) / NEW.avg_cost) * 100
ELSE 0
END;
NEW.last_updated := NOW();
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
`;
// Create trigger
await db`
DROP TRIGGER IF EXISTS update_portfolio_prices_trigger ON portfolio
`;
await db`
CREATE TRIGGER update_portfolio_prices_trigger
BEFORE INSERT OR UPDATE ON portfolio
FOR EACH ROW
EXECUTE FUNCTION update_portfolio_prices()
`;
console.log('✅ Migrations completed!');
process.exit(0);
}
migrate().catch(error => {
console.error('❌ Migration failed:', error);
process.exit(1);
});

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import { Elysia } from 'elysia';
import { cors } from '@elysiajs/cors';
import { swagger } from '@elysiajs/swagger';
import * as dotenv from 'dotenv';
dotenv.config();
import { db } from './db';
import { filingsRoutes } from './routes/filings';
import { portfolioRoutes } from './routes/portfolio';
import { openclawRoutes } from './routes/openclaw';
import { authRoutes } from './routes/auth';
import { watchlistRoutes } from './routes/watchlist';
const app = new Elysia({
prefix: '/api'
})
.use(cors({
origin: '*',
credentials: true,
methods: ['GET', 'POST', 'PUT', 'DELETE', 'OPTIONS']
}))
.use(swagger({
documentation: {
info: {
title: 'Fiscal Clone API',
version: '1.0.0',
description: 'Financial filings and portfolio analytics API'
}
}
}))
.use(authRoutes)
.use(filingsRoutes)
.use(portfolioRoutes)
.use(watchlistRoutes)
.use(openclawRoutes)
// Health check
.get('/health', () => ({
status: 'ok',
timestamp: new Date().toISOString(),
version: '1.0.0',
database: 'connected'
}))
.listen(process.env.PORT || 3001);
console.log(`🚀 Backend running on http://localhost:${app.server?.port}`);
console.log(`📚 Swagger docs: http://localhost:${app.server?.port}/swagger`);

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import { Elysia, t } from 'elysia';
import * as bcrypt from 'bcryptjs';
import jwt from 'jsonwebtoken';
import { db } from '../db';
const JWT_SECRET = process.env.JWT_SECRET || 'your-secret-key-change-in-production';
export const authRoutes = new Elysia({ prefix: '/auth' })
/**
* Register new user
*/
.post('/register', async ({ body }) => {
const { email, password, name } = body;
// Check if user exists
const existing = await db`
SELECT id FROM users WHERE email = ${email}
`;
if (existing.length > 0) {
return { error: 'User already exists' };
}
// Hash password
const hashedPassword = await bcrypt.hash(password, 10);
// Create user
const result = await db`
INSERT INTO users ${db({ email, password: hashedPassword, name })}
RETURNING id, email, name
`;
const user = result[0];
// Generate JWT
const token = jwt.sign(
{ id: user.id, email: user.email },
JWT_SECRET,
{ expiresIn: '30d' }
);
return {
success: true,
user: { id: user.id, email: user.email, name: user.name },
token
};
}, {
body: t.Object({
email: t.String({ format: 'email' }),
password: t.String({ minLength: 8 }),
name: t.String()
})
})
/**
* Login
*/
.post('/login', async ({ body }) => {
const { email, password } = body;
// Find user
const users = await db`
SELECT * FROM users WHERE email = ${email}
`;
if (users.length === 0) {
return { error: 'Invalid credentials' };
}
const user = users[0];
// Verify password
const validPassword = await bcrypt.compare(password, user.password);
if (!validPassword) {
return { error: 'Invalid credentials' };
}
// Generate JWT
const token = jwt.sign(
{ id: user.id, email: user.email },
JWT_SECRET,
{ expiresIn: '30d' }
);
return {
success: true,
user: { id: user.id, email: user.email, name: user.name },
token
};
}, {
body: t.Object({
email: t.String({ format: 'email' }),
password: t.String()
})
})
/**
* Verify token (for NextAuth credentials provider)
*/
.post('/verify', async ({ body, set }) => {
try {
const decoded = jwt.verify(body.token, JWT_SECRET) as any;
if (!decoded.id || !decoded.email) {
set.status = 401;
return { error: 'Invalid token' };
}
return {
success: true,
user: { id: decoded.id, email: decoded.email }
};
} catch (error) {
set.status = 401;
return { error: 'Invalid token' };
}
}, {
body: t.Object({
token: t.String()
})
});

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import { Elysia, t } from 'elysia';
import { SECScraper } from '../services/sec';
import { db } from '../db';
const sec = new SECScraper();
export const filingsRoutes = new Elysia({ prefix: '/filings' })
.get('/', async () => {
const filings = await db`
SELECT * FROM filings
ORDER BY filing_date DESC
LIMIT 100
`;
return filings;
})
.get('/:ticker', async ({ params }) => {
const filings = await db`
SELECT * FROM filings
WHERE ticker = ${params.ticker.toUpperCase()}
ORDER BY filing_date DESC
LIMIT 50
`;
return filings;
})
.get('/details/:accessionNumber', async ({ params }) => {
const details = await db`
SELECT * FROM filings
WHERE accession_number = ${params.accessionNumber}
`;
return details[0] || null;
})
.post('/refresh/:ticker', async ({ params }) => {
const newFilings = await sec.searchFilings(params.ticker, 5);
for (const filing of newFilings) {
const metrics = await sec['extractKeyMetrics'](filing);
await db`
INSERT INTO filings ${db(filing, metrics)}
ON CONFLICT (accession_number) DO NOTHING
`;
}
return { success: true, count: newFilings.length };
});

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import { Elysia, t } from 'elysia';
import { db } from '../db';
interface OpenClawMessage {
text: string;
channelId?: string;
}
export const openclawRoutes = new Elysia({ prefix: '/openclaw' })
/**
* Trigger Discord notification for new filing
*/
.post('/notify/filing', async ({ body }) => {
// This endpoint can be called by cron jobs or external webhooks
// to send Discord notifications about new filings
const message = `📄 **New SEC Filing**
**Ticker:** ${body.ticker}
**Type:** ${body.filingType}
**Date:** ${body.filingDate}
View details: ${body.url}`;
// In production, this would send to Discord via webhook
// For now, we just log it
console.log('[DISCORD]', message);
return { success: true, message };
}, {
body: t.Object({
ticker: t.String(),
filingType: t.String(),
filingDate: t.String(),
url: t.String()
})
})
/**
* Get AI insights for portfolio
*/
.post('/insights/portfolio', async ({ body }) => {
const holdings = await db`
SELECT * FROM portfolio
WHERE user_id = ${body.userId}
`;
// Generate AI analysis
const prompt = `
Analyze this portfolio:
${JSON.stringify(holdings, null, 2)}
Provide:
1. Overall portfolio health assessment
2. Risk analysis
3. Top 3 recommendations
4. Any concerning patterns
`;
// This would call OpenClaw's AI
// For now, return placeholder
return {
health: 'moderate',
risk: 'medium',
recommendations: [
'Consider diversifying sector exposure',
'Review underperforming positions',
'Rebalance portfolio'
],
analysis: 'Portfolio shows mixed performance with some concentration risk.'
};
}, {
body: t.Object({
userId: t.String()
})
})
/**
* Get AI insights for a specific filing
*/
.post('/insights/filing', async ({ body }) => {
const filing = await db`
SELECT * FROM filings
WHERE accession_number = ${body.accessionNumber}
`;
if (!filing) {
return { error: 'Filing not found' };
}
const prompt = `
Analyze this SEC filing:
**Company:** ${filing.company_name}
**Ticker:** ${filing.ticker}
**Type:** ${filing.filing_type}
**Date:** ${filing.filing_date}
**Key Metrics:**
${JSON.stringify(filing.key_metrics, null, 2)}
Provide key insights and any red flags.
`;
// Store insights
await db`
UPDATE filings
SET insights = ${prompt}
WHERE accession_number = ${body.accessionNumber}
`;
return {
insights: 'Analysis saved',
filing
};
}, {
body: t.Object({
accessionNumber: t.String()
})
});

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import { Elysia, t } from 'elysia';
import { db, type Portfolio } from '../db';
export const portfolioRoutes = new Elysia({ prefix: '/portfolio' })
.get('/:userId', async ({ params }) => {
const holdings = await db`
SELECT * FROM portfolio
WHERE user_id = ${params.userId}
ORDER BY ticker
`;
return holdings;
})
.post('/', async ({ body }) => {
const result = await db`
INSERT INTO portfolio ${db(body as Portfolio)}
ON CONFLICT (user_id, ticker)
DO UPDATE SET
shares = EXCLUDED.shares,
avg_cost = EXCLUDED.avg_cost,
current_price = EXCLUDED.current_price
RETURNING *
`;
return result[0];
}, {
body: t.Object({
user_id: t.String(),
ticker: t.String(),
shares: t.Number(),
avg_cost: t.Number(),
current_price: t.Optional(t.Number())
})
})
.put('/:id', async ({ params, body }) => {
const result = await db`
UPDATE portfolio
SET ${db(body)}
WHERE id = ${params.id}
RETURNING *
`;
return result[0] || null;
})
.delete('/:id', async ({ params }) => {
await db`DELETE FROM portfolio WHERE id = ${params.id}`;
return { success: true };
})
.get('/:userId/summary', async ({ params }) => {
const summary = await db`
SELECT
COUNT(*) as total_positions,
COALESCE(SUM(current_value), 0) as total_value,
COALESCE(SUM(gain_loss), 0) as total_gain_loss,
COALESCE(SUM(current_value) - SUM(shares * avg_cost), 0) as cost_basis
FROM portfolio
WHERE user_id = ${params.userId}
`;
return summary[0];
});

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import { Elysia, t } from 'elysia';
import { db } from '../db';
export const watchlistRoutes = new Elysia({ prefix: '/watchlist' })
.get('/:userId', async ({ params }) => {
const watchlist = await db`
SELECT * FROM watchlist
WHERE user_id = ${params.userId}
ORDER BY created_at DESC
`;
return watchlist;
})
.post('/', async ({ body }) => {
const result = await db`
INSERT INTO watchlist ${db(body)}
ON CONFLICT (user_id, ticker) DO NOTHING
RETURNING *
`;
return result[0];
}, {
body: t.Object({
user_id: t.String(),
ticker: t.String(),
company_name: t.String(),
sector: t.Optional(t.String())
})
})
.delete('/:id', async ({ params }) => {
await db`DELETE FROM watchlist WHERE id = ${params.id}`;
return { success: true };
});

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export class PriceService {
private baseUrl = 'https://query1.finance.yahoo.com/v8/finance/chart';
/**
* Get current price for a ticker
*/
async getPrice(ticker: string): Promise<number | null> {
try {
const response = await fetch(
`${this.baseUrl}/${ticker}?interval=1d&range=1d`,
{
headers: {
'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/1.0)'
}
}
);
if (!response.ok) return null;
const data = await response.json();
const result = data.chart?.result?.[0];
if (!result?.meta?.regularMarketPrice) {
return null;
}
return result.meta.regularMarketPrice;
} catch (error) {
console.error(`Error fetching price for ${ticker}:`, error);
return null;
}
}
/**
* Get historical prices
*/
async getHistoricalPrices(ticker: string, period: string = '1y'): Promise<Array<{ date: string, price: number }>> {
try {
const response = await fetch(
`${this.baseUrl}/${ticker}?interval=1d&range=${period}`,
{
headers: {
'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/1.0)'
}
}
);
if (!response.ok) return [];
const data = await response.json();
const result = data.chart?.result?.[0];
if (!result?.timestamp || !result?.indicators?.quote?.[0]?.close) {
return [];
}
const timestamps = result.timestamp;
const closes = result.indicators.quote[0].close;
return timestamps.map((ts: number, i: number) => ({
date: new Date(ts * 1000).toISOString(),
price: closes[i]
})).filter((p: any) => p.price !== null);
} catch (error) {
console.error(`Error fetching historical prices for ${ticker}:`, error);
return [];
}
}
/**
* Update all portfolio prices
*/
async updateAllPrices(db: any) {
const holdings = await db`
SELECT DISTINCT ticker FROM portfolio
`;
let updated = 0;
for (const { ticker } of holdings) {
const price = await this.getPrice(ticker);
if (price) {
await db`
UPDATE portfolio
SET current_price = ${price}
WHERE ticker = ${ticker}
`;
updated++;
}
// Rate limiting
await new Promise(resolve => setTimeout(resolve, 100));
}
console.log(`Updated ${updated} stock prices`);
}
/**
* Get quote for multiple tickers
*/
async getQuotes(tickers: string[]): Promise<Record<string, number>> {
const quotes: Record<string, number> = {};
await Promise.all(
tickers.map(async ticker => {
const price = await this.getPrice(ticker);
if (price) {
quotes[ticker] = price;
}
})
);
return quotes;
}
}

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import { type Filings } from '../db';
export class SECScraper {
private baseUrl = 'https://www.sec.gov';
private userAgent = 'Fiscal Clone (contact@example.com)';
/**
* Search SEC filings by ticker
*/
async searchFilings(ticker: string, count = 20): Promise<Filings[]> {
const cik = await this.getCIK(ticker);
const response = await fetch(
`https://data.sec.gov/submissions/CIK${cik.padStart(10, '0')}.json`,
{
headers: {
'User-Agent': this.userAgent
}
}
);
if (!response.ok) {
throw new Error(`SEC API error: ${response.status}`);
}
const data = await response.json();
const filings = data.filings?.recent || [];
const filteredFilings = filings
.filter((f: any) =>
['10-K', '10-Q', '8-K'].includes(f.form)
)
.slice(0, count)
.map((f: any) => ({
ticker,
filing_type: f.form,
filing_date: new Date(f.filingDate),
accession_number: f.accessionNumber,
cik: data.cik,
company_name: data.name || ticker,
}));
return filteredFilings;
}
/**
* Check for new filings and save to database
*/
async checkNewFilings(db: any) {
const tickers = await db`
SELECT DISTINCT ticker FROM watchlist
`;
console.log(`Checking filings for ${tickers.length} tickers...`);
for (const { ticker } of tickers) {
try {
const latest = await db`
SELECT accession_number FROM filings
WHERE ticker = ${ticker}
ORDER BY filing_date DESC
LIMIT 1
`;
const filings = await this.searchFilings(ticker, 10);
const newFilings = filings.filter(
f => !latest.some((l: any) => l.accession_number === f.accession_number)
);
if (newFilings.length > 0) {
console.log(`Found ${newFilings.length} new filings for ${ticker}`);
for (const filing of newFilings) {
const metrics = await this.extractKeyMetrics(filing);
await db`
INSERT INTO filings ${db(filing, metrics)}
ON CONFLICT (accession_number) DO NOTHING
`;
}
}
} catch (error) {
console.error(`Error checking filings for ${ticker}:`, error);
}
}
}
/**
* Get CIK for a ticker
*/
private async getCIK(ticker: string): Promise<string> {
const response = await fetch(
`https://www.sec.gov/files/company_tickers.json`
);
if (!response.ok) {
throw new Error('Failed to get company tickers');
}
const data = await response.json();
const companies = data.data;
for (const [cik, company] of Object.entries(companies)) {
if (company.ticker === ticker.toUpperCase()) {
return cik;
}
}
throw new Error(`Ticker ${ticker} not found`);
}
/**
* Extract key metrics from filing
*/
async extractKeyMetrics(filing: any): Promise<any> {
try {
const filingUrl = `${this.baseUrl}/Archives/${filing.accession_number.replace(/-/g, '')}/${filing.accession_number}-index.htm`;
const response = await fetch(filingUrl, {
headers: { 'User-Agent': this.userAgent }
});
if (!response.ok) return null;
const html = await response.text();
// Extract key financial metrics from XBRL
const metrics = {
revenue: this.extractMetric(html, 'Revenues'),
netIncome: this.extractMetric(html, 'NetIncomeLoss'),
totalAssets: this.extractMetric(html, 'Assets'),
cash: this.extractMetric(html, 'CashAndCashEquivalentsAtCarryingValue'),
debt: this.extractMetric(html, 'LongTermDebt')
};
return metrics;
} catch (error) {
console.error('Error extracting metrics:', error);
return null;
}
}
/**
* Extract a specific metric from XBRL data
*/
private extractMetric(html: string, metricName: string): number | null {
const regex = new RegExp(`<ix:nonFraction[^>]*name="[^"]*${metricName}[^"]*"[^>]*>([^<]+)<`, 'i');
const match = html.match(regex);
return match ? parseFloat(match[1].replace(/,/g, '')) : null;
}
/**
* Get filing details by accession number
*/
async getFilingDetails(accessionNumber: string) {
const filingUrl = `${this.baseUrl}/Archives/${accessionNumber.replace(/-/g, '')}/${accessionNumber}-index.htm`;
return {
filing_url: filingUrl
};
}
}