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signal-platform/app/schemas/sentiment.py
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dennisthiessen e5166ed668
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sentiment: LLM buy/hold/avoid + full analysis, and search-budget scoping
Richer LLM output (same grounded call, ~no extra cost):
- All providers now also return a recommendation (buy/hold/avoid) and a thorough
  reasoning paragraph; Gemini now actually captures reasoning + grounding
  citations (it was dropping them). Stored on sentiment_scores (migration 008),
  exposed in the API; display-only — NOT fed into the composite/EV.
- Ticker Sentiment panel shows an "LLM view" badge and a "Full analysis & sources"
  expander with the complete reasoning + citations.

Search-budget scoping (Gemini grounding free tier = 5000/mo):
- collect_sentiment now targets only watchlist + open paper trades + top-N by
  composite, skips tickers refreshed within sentiment_fresh_hours (72h), and caps
  per run (sentiment_max_per_run). Once the relevant set is fresh, runs spend 0
  searches until it ages out — bounding monthly usage well under the free tier.
- Widened sentiment lookback to 7d (scoring + display) so sparser collection
  still feeds the dimension score.

Deploy: alembic upgrade (sentiment_scores.recommendation). Switch provider to
Gemini Flash in Admin for the cost win (grounded, cheapest).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 16:34:19 +02:00

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Python

"""Pydantic schemas for sentiment endpoints."""
from __future__ import annotations
from datetime import datetime
from typing import Literal
from pydantic import BaseModel, Field
class CitationItem(BaseModel):
"""A single citation from the sentiment analysis."""
url: str
title: str
class SentimentScoreResult(BaseModel):
"""A single sentiment score record."""
id: int
classification: Literal["bullish", "bearish", "neutral"]
confidence: int = Field(ge=0, le=100)
source: str
timestamp: datetime
reasoning: str = ""
citations: list[CitationItem] = []
recommendation: Literal["buy", "hold", "avoid"] | None = None
class SentimentResponse(BaseModel):
"""Envelope-ready sentiment response."""
symbol: str
scores: list[SentimentScoreResult]
count: int
dimension_score: float | None = Field(
None, ge=0, le=100, description="Time-decay weighted sentiment dimension score"
)
lookback_hours: float