feat: company names for tickers (Alpaca backfill + subtle display)
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Store an optional company name on Ticker (migration 014) and backfill it from
Alpaca's asset list in a single Trading-API call for the whole universe — no
per-ticker fetch. Runs automatically at the end of universe bootstrap and via a
manual "Backfill Names" button (admin) / POST /admin/tickers/backfill-names.

The name ships on /tickers; a shared symbol→name map (useTickerNames) lets any view
show it without its own request. Displayed subtly next to the symbol — in the global
search, the ticker header, and as a small muted line under the symbol in Top Setups
and Open Trades (no extra column, truncated so it never widens the table).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-07-01 10:50:40 +02:00
parent a9f4686157
commit da0bb3367e
14 changed files with 169 additions and 2 deletions
+57
View File
@@ -6,6 +6,7 @@ well-known universes (S&P 500, NASDAQ-100, NASDAQ All).
from __future__ import annotations
import asyncio
import json
import logging
import os
@@ -357,6 +358,55 @@ async def fetch_universe_symbols(db: AsyncSession, universe: str) -> list[str]:
raise ProviderError(f"Universe '{normalised_universe}' returned no valid symbols. Attempts: {reason}")
async def _fetch_alpaca_asset_names() -> dict[str, str]:
"""One Alpaca Trading-API call → {internal_symbol: company_name} for all US
equities. Tries paper and live endpoints so it works with either key type."""
if not settings.alpaca_api_key or not settings.alpaca_api_secret:
raise ValidationError("Alpaca API credentials are required to backfill names")
from alpaca.trading.client import TradingClient
from alpaca.trading.enums import AssetClass, AssetStatus
from alpaca.trading.requests import GetAssetsRequest
req = GetAssetsRequest(status=AssetStatus.ACTIVE, asset_class=AssetClass.US_EQUITY)
last_err: Exception | None = None
for paper in (True, False):
try:
client = TradingClient(settings.alpaca_api_key, settings.alpaca_api_secret, paper=paper)
assets = await asyncio.to_thread(client.get_all_assets, req)
names: dict[str, str] = {}
for asset in assets:
sym = getattr(asset, "symbol", None)
nm = getattr(asset, "name", None)
if sym and nm:
names[sym.replace(".", "-").upper()] = nm # BRK.B → BRK-B
if names:
return names
except Exception as exc: # noqa: BLE001 — try the other endpoint
last_err = exc
raise ProviderError(f"Failed to fetch asset names from Alpaca: {last_err}")
async def backfill_ticker_names(db: AsyncSession, *, only_missing: bool = True) -> dict[str, int]:
"""Fill Ticker.name from Alpaca in a single request for the whole universe."""
result = await db.execute(select(Ticker))
tickers = list(result.scalars().all())
targets = [t for t in tickers if not t.name] if only_missing else tickers
if not targets:
return {"updated": 0, "checked": 0, "unmatched": 0}
names = await _fetch_alpaca_asset_names()
updated = 0
for ticker in targets:
nm = names.get(ticker.symbol.upper())
if nm and nm != ticker.name:
ticker.name = nm[:120]
updated += 1
await db.commit()
return {"updated": updated, "checked": len(targets), "unmatched": len(targets) - updated}
async def bootstrap_universe(
db: AsyncSession,
universe: str,
@@ -387,6 +437,13 @@ async def bootstrap_universe(
await db.commit()
# Best-effort: fill company names for any tickers still missing one. Never let
# a name-fetch hiccup fail the bootstrap itself.
try:
await backfill_ticker_names(db, only_missing=True)
except Exception: # noqa: BLE001
logger.warning("Ticker name backfill failed during bootstrap", exc_info=True)
return {
"universe": normalised_universe,
"total_universe_symbols": len(symbols),