stock-oracle/app/services/sec_ingest/scheduler.py

"""
APScheduler-based daily/weekly SEC ingest scheduler.

Jobs:
  form4_daily_ingest        — Tue-Sat 09:00 ET: previous business day Form 4
  activist_13dg_daily_ingest — same schedule: SC 13D/G index-only ingest
  form4_weekly_reindex      — Sat 03:00 ET: current quarter company.idx rescan
  activist_13dg_enrich      — every 30 min: enrich index_only rows with ownership_pct

Wire up via start_sec_ingest_scheduler() / stop_sec_ingest_scheduler() in app lifespan.
"""

import logging
from datetime import date, datetime, timedelta, timezone

logger = logging.getLogger(__name__)

_scheduler = None


def _get_scheduler():
    global _scheduler
    if _scheduler is None:
        try:
            from apscheduler.schedulers.asyncio import AsyncIOScheduler
            from app.core.config import settings
            _scheduler = AsyncIOScheduler(timezone=settings.SEC_INGEST_TIMEZONE)
        except ImportError:
            logger.warning("apscheduler not installed; SEC ingest scheduling disabled")
            return None
    return _scheduler


def _prev_business_day() -> date:
    """Return the most recent business day (Mon-Fri) relative to today."""
    today = datetime.now(timezone.utc).date()
    delta = timedelta(days=1)
    # If today is Mon, go back to Fri; otherwise go back 1 day
    candidate = today - delta
    while candidate.weekday() >= 5:  # 5=Sat, 6=Sun
        candidate -= delta
    return candidate


async def _run_form4_daily_ingest() -> None:
    """Ingest prior business day Form 4 entries from SEC daily full-index."""
    from app.core.database import AsyncSessionLocal
    from app.services.sec_full_index_service import SECFullIndexService
    from app.services.insider_transaction_service import InsiderTransactionService

    target_date = _prev_business_day()
    date_str = target_date.strftime("%Y%m%d")
    logger.info(f"[SEC Ingest] Form 4 daily ingest for {date_str}")

    index_svc = SECFullIndexService()
    txn_svc = InsiderTransactionService()

    entries = await index_svc.fetch_daily_form4_entries(date_str)
    if not entries:
        logger.info(f"[SEC Ingest] No Form 4 entries in daily index for {date_str}")
        return

    async with AsyncSessionLocal() as db:
        try:
            inserted = await txn_svc.index_form4_from_index_entries(db, entries)
            logger.info(f"[SEC Ingest] Form 4 daily: {inserted} new transactions for {date_str}")
        except Exception as e:
            logger.error(f"[SEC Ingest] Form 4 daily ingest failed ({date_str}): {e}")


async def _run_activist_daily_ingest() -> None:
    """Ingest prior business day SC 13D/G entries from SEC daily full-index."""
    from app.core.database import AsyncSessionLocal
    from app.services.sec_full_index_service import SECFullIndexService
    from app.services.activist_ownership_service import ActivistOwnershipService

    target_date = _prev_business_day()
    date_str = target_date.strftime("%Y%m%d")
    logger.info(f"[SEC Ingest] Activist 13D/G daily ingest for {date_str}")

    index_svc = SECFullIndexService()
    activist_svc = ActivistOwnershipService()

    entries = await index_svc.fetch_daily_activist_entries(date_str)
    if not entries:
        logger.info(f"[SEC Ingest] No 13D/G entries in daily index for {date_str}")
        return

    async with AsyncSessionLocal() as db:
        try:
            inserted = await activist_svc.ingest_from_index_entries(db, entries)
            logger.info(f"[SEC Ingest] Activist 13D/G daily: {inserted} new rows for {date_str}")
        except Exception as e:
            logger.error(f"[SEC Ingest] Activist daily ingest failed ({date_str}): {e}")


async def _run_form4_weekly_reindex() -> None:
    """Re-scan current quarter's company.idx to catch corrections and amendments."""
    from app.core.database import AsyncSessionLocal
    from app.services.sec_full_index_service import SECFullIndexService
    from app.services.insider_transaction_service import InsiderTransactionService

    today = datetime.now(timezone.utc).date()
    quarter = (today.month - 1) // 3 + 1
    logger.info(f"[SEC Ingest] Form 4 weekly reindex {today.year}/Q{quarter}")

    index_svc = SECFullIndexService()
    txn_svc = InsiderTransactionService()

    entries = await index_svc.fetch_quarterly_form4_entries(today.year, quarter)
    if not entries:
        return

    async with AsyncSessionLocal() as db:
        try:
            inserted = await txn_svc.index_form4_from_index_entries(db, entries)
            logger.info(f"[SEC Ingest] Form 4 weekly reindex: {inserted} new transactions")
        except Exception as e:
            logger.error(f"[SEC Ingest] Form 4 weekly reindex failed: {e}")


async def _run_activist_enrich() -> None:
    """Enrich a batch of index_only activist rows with ownership_pct / shares_owned."""
    from app.core.database import AsyncSessionLocal
    from app.services.activist_ownership_service import ActivistOwnershipService

    activist_svc = ActivistOwnershipService()
    async with AsyncSessionLocal() as db:
        try:
            enriched = await activist_svc.enrich_pending(db)
            if enriched:
                logger.info(f"[SEC Ingest] Activist enrich: {enriched} rows enriched")
        except Exception as e:
            logger.error(f"[SEC Ingest] Activist enrich job failed: {e}")


def start_sec_ingest_scheduler() -> None:
    """Start the SEC ingest scheduler. Call from FastAPI lifespan startup."""
    sched = _get_scheduler()
    if sched is None:
        return

    try:
        from apscheduler.triggers.cron import CronTrigger
        from apscheduler.triggers.interval import IntervalTrigger

        sched.add_job(
            _run_form4_daily_ingest,
            trigger=CronTrigger(day_of_week="tue-sat", hour=9, minute=0),
            id="form4_daily_ingest",
            replace_existing=True,
            max_instances=1,
            misfire_grace_time=600,
            coalesce=True,
        )
        sched.add_job(
            _run_activist_daily_ingest,
            trigger=CronTrigger(day_of_week="tue-sat", hour=9, minute=5),
            id="activist_13dg_daily_ingest",
            replace_existing=True,
            max_instances=1,
            misfire_grace_time=600,
            coalesce=True,
        )
        sched.add_job(
            _run_form4_weekly_reindex,
            trigger=CronTrigger(day_of_week="sat", hour=3, minute=0),
            id="form4_weekly_reindex",
            replace_existing=True,
            max_instances=1,
            misfire_grace_time=600,
            coalesce=True,
        )
        sched.add_job(
            _run_activist_enrich,
            trigger=IntervalTrigger(minutes=30),
            id="activist_13dg_enrich",
            replace_existing=True,
            max_instances=1,
            misfire_grace_time=120,
            coalesce=True,
        )

        sched.start()
        logger.info(
            "SEC ingest scheduler started: "
            "Form 4 daily @ Tue-Sat 09:00 ET, "
            "13D/G daily @ Tue-Sat 09:05 ET, "
            "Form 4 weekly reindex @ Sat 03:00 ET, "
            "Activist enrich every 30 min"
        )
    except Exception as e:
        logger.error(f"SEC ingest scheduler start failed: {e}")


def stop_sec_ingest_scheduler() -> None:
    """Stop the scheduler. Call from FastAPI lifespan shutdown."""
    sched = _get_scheduler()
    if sched and sched.running:
        sched.shutdown(wait=False)
        logger.info("SEC ingest scheduler stopped")