initial: alpaclaudia paper-trading bot + dashboard
Python bot (bot/alpaclaudia): alpaca-py client, wheel strategy (CSP + covered calls) plus equity trailing stops, risk gates (cash buffer, cost-basis guard, per-symbol concentration cap), SQLite state log, Typer CLI (tick/loop/status/ report/dump-state), Discord daily report, pytest suite. Next.js 14 dashboard (dashboard/): read-only — reads the bot's SQLite directly and pulls live account/positions/orders from Alpaca. KPIs, equity chart, positions, bot-intents audit table, and orders table. Dark UI with Tailwind. systemd/: user-unit templates for the polling loop and the post-close report timer. docs/STRATEGY.md: wheel mechanics, risk invariants, later candidates. Defaults to BOT_MODE=dry — nothing is submitted to Alpaca until explicitly enabled in .env. ALPACA_ENV=paper by default; flipping to live requires an explicit second guard.
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import Database from "better-sqlite3";
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import path from "node:path";
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type Row = Record<string, unknown>;
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let _db: Database.Database | null = null;
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function dbPath(): string {
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const raw = process.env.ALPACLAUDIA_DB || "../data/alpaclaudia.db";
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return path.isAbsolute(raw) ? raw : path.resolve(process.cwd(), raw);
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}
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function getDb(): Database.Database | null {
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if (_db) return _db;
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try {
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_db = new Database(dbPath(), { readonly: true, fileMustExist: true });
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return _db;
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} catch {
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return null;
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}
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}
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export function recentTicks(limit = 300): Row[] {
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const db = getDb();
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if (!db) return [];
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return db
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.prepare(`SELECT id, ts, equity, cash, buying_power, mode FROM ticks ORDER BY id DESC LIMIT ?`)
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.all(limit) as Row[];
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}
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export function recentIntents(limit = 200): Row[] {
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const db = getDb();
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if (!db) return [];
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return db
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.prepare(
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`SELECT id, ts, strategy, symbol, side, qty, order_type, limit_price,
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trail_percent, details_json, submitted, alpaca_order_id, status
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FROM order_intents ORDER BY id DESC LIMIT ?`
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)
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.all(limit) as Row[];
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}
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export function intentsSince(iso: string): Row[] {
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const db = getDb();
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if (!db) return [];
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return db
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.prepare(
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`SELECT id, ts, strategy, symbol, side, qty, order_type, limit_price,
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trail_percent, details_json, submitted, alpaca_order_id, status
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FROM order_intents WHERE ts >= ? ORDER BY id DESC`
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)
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.all(iso) as Row[];
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}
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export function recentEvents(limit = 100): Row[] {
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const db = getDb();
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if (!db) return [];
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return db
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.prepare(`SELECT id, ts, kind, payload_json FROM events ORDER BY id DESC LIMIT ?`)
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.all(limit) as Row[];
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}
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export function dbStatus(): { ok: boolean; path: string; error?: string } {
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const p = dbPath();
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try {
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const db = getDb();
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if (!db) return { ok: false, path: p, error: "could not open db" };
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return { ok: true, path: p };
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} catch (e: unknown) {
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return { ok: false, path: p, error: e instanceof Error ? e.message : String(e) };
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}
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}
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