feat: Add trading plan model and database schema for managing trading strategies

src/trading/trading_plan.py

@@ -0,0 +1,209 @@
+from datetime import datetime
+from enum import Enum
+from typing import Optional, Dict, Any
+from dataclasses import dataclass
+from db.db_connection import create_client
+
+class PlanStatus(Enum):
+    ACTIVE = 'active'
+    ARCHIVED = 'archived'
+    TESTING = 'testing'
+    DEPRECATED = 'deprecated'
+
+class Timeframe(Enum):
+    DAILY = 'daily'
+    WEEKLY = 'weekly'
+    HOURLY = 'hourly'
+    MIN_15 = '15-min'
+    MIN_30 = '30-min'
+    MIN_5 = '5-min'
+
+class MarketFocus(Enum):
+    STOCKS = 'stocks'
+    CRYPTO = 'crypto'
+    FOREX = 'forex'
+    OPTIONS = 'options'
+    FUTURES = 'futures'
+
+class TradeFrequency(Enum):
+    DAILY = 'daily'
+    WEEKLY = 'weekly'
+    MONTHLY = 'monthly'
+    AS_NEEDED = 'as-needed'
+
+@dataclass
+class TradingPlan:
+    # General Info
+    plan_name: str
+    status: PlanStatus
+    created_at: datetime = None
+    updated_at: datetime = None
+    id: int = None
+    
+    # Strategy Definition
+    timeframe: Timeframe
+    market_focus: MarketFocus
+    entry_criteria: str
+    exit_criteria: str
+    stop_loss: float
+    profit_target: float
+    risk_reward_ratio: float
+    trade_frequency: TradeFrequency
+    market_conditions: str
+    indicators_used: str
+    
+    # Trade Execution Rules
+    entry_confirmation: str
+    position_sizing: float
+    maximum_drawdown: float
+    max_trades_per_day: int
+    max_trades_per_week: int
+    
+    # Risk Management
+    total_risk_per_trade: float
+    max_portfolio_risk: float
+    adjustments_for_drawdown: str
+    risk_controls: str
+    
+    # Performance Tracking
+    win_rate: Optional[float] = None
+    average_return_per_trade: Optional[float] = None
+    profit_factor: Optional[float] = None
+    historical_backtest_results: Optional[str] = None
+    real_trade_performance: Optional[str] = None
+    
+    # Notes & Evolution
+    improvements_needed: Optional[str] = None
+    strategy_version: int = 1
+    plan_author: str
+    trade_review_notes: Optional[str] = None
+    future_testing_ideas: Optional[str] = None
+    
+    # Optional fields
+    sector_focus: Optional[str] = None
+    fundamental_criteria: Optional[str] = None
+    options_strategy_details: Optional[str] = None
+
+def create_trading_plan_table():
+    """Create the trading plans table if it doesn't exist"""
+    with create_client() as client:
+        query = """
+        CREATE TABLE IF NOT EXISTS trading_plans (
+            id Int32,
+            plan_name String,
+            status String,
+            created_at DateTime,
+            updated_at DateTime,
+            
+            timeframe String,
+            market_focus String,
+            entry_criteria String,
+            exit_criteria String,
+            stop_loss Float64,
+            profit_target Float64,
+            risk_reward_ratio Float64,
+            trade_frequency String,
+            market_conditions String,
+            indicators_used String,
+            
+            entry_confirmation String,
+            position_sizing Float64,
+            maximum_drawdown Float64,
+            max_trades_per_day Int32,
+            max_trades_per_week Int32,
+            
+            total_risk_per_trade Float64,
+            max_portfolio_risk Float64,
+            adjustments_for_drawdown String,
+            risk_controls String,
+            
+            win_rate Nullable(Float64),
+            average_return_per_trade Nullable(Float64),
+            profit_factor Nullable(Float64),
+            historical_backtest_results Nullable(String),
+            real_trade_performance Nullable(String),
+            
+            improvements_needed Nullable(String),
+            strategy_version Int32,
+            plan_author String,
+            trade_review_notes Nullable(String),
+            future_testing_ideas Nullable(String),
+            
+            sector_focus Nullable(String),
+            fundamental_criteria Nullable(String),
+            options_strategy_details Nullable(String)
+        )
+        ENGINE = MergeTree()
+        ORDER BY (id, created_at)
+        """
+        client.execute(query)
+
+def save_trading_plan(plan: TradingPlan) -> int:
+    """Save a trading plan to the database"""
+    with create_client() as client:
+        if not plan.id:
+            # Generate new ID for new plans
+            result = client.execute("SELECT max(id) FROM trading_plans")
+            plan.id = (result[0][0] or 0) + 1
+            plan.created_at = datetime.now()
+        
+        plan.updated_at = datetime.now()
+        
+        query = """
+        INSERT INTO trading_plans VALUES (
+            %(id)s, %(plan_name)s, %(status)s, %(created_at)s, %(updated_at)s,
+            %(timeframe)s, %(market_focus)s, %(entry_criteria)s, %(exit_criteria)s,
+            %(stop_loss)s, %(profit_target)s, %(risk_reward_ratio)s, %(trade_frequency)s,
+            %(market_conditions)s, %(indicators_used)s, %(entry_confirmation)s,
+            %(position_sizing)s, %(maximum_drawdown)s, %(max_trades_per_day)s,
+            %(max_trades_per_week)s, %(total_risk_per_trade)s, %(max_portfolio_risk)s,
+            %(adjustments_for_drawdown)s, %(risk_controls)s, %(win_rate)s,
+            %(average_return_per_trade)s, %(profit_factor)s, %(historical_backtest_results)s,
+            %(real_trade_performance)s, %(improvements_needed)s, %(strategy_version)s,
+            %(plan_author)s, %(trade_review_notes)s, %(future_testing_ideas)s,
+            %(sector_focus)s, %(fundamental_criteria)s, %(options_strategy_details)s
+        )
+        """
+        
+        params = {
+            'id': plan.id,
+            'plan_name': plan.plan_name,
+            'status': plan.status.value,
+            'created_at': plan.created_at,
+            'updated_at': plan.updated_at,
+            'timeframe': plan.timeframe.value,
+            'market_focus': plan.market_focus.value,
+            'entry_criteria': plan.entry_criteria,
+            'exit_criteria': plan.exit_criteria,
+            'stop_loss': plan.stop_loss,
+            'profit_target': plan.profit_target,
+            'risk_reward_ratio': plan.risk_reward_ratio,
+            'trade_frequency': plan.trade_frequency.value,
+            'market_conditions': plan.market_conditions,
+            'indicators_used': plan.indicators_used,
+            'entry_confirmation': plan.entry_confirmation,
+            'position_sizing': plan.position_sizing,
+            'maximum_drawdown': plan.maximum_drawdown,
+            'max_trades_per_day': plan.max_trades_per_day,
+            'max_trades_per_week': plan.max_trades_per_week,
+            'total_risk_per_trade': plan.total_risk_per_trade,
+            'max_portfolio_risk': plan.max_portfolio_risk,
+            'adjustments_for_drawdown': plan.adjustments_for_drawdown,
+            'risk_controls': plan.risk_controls,
+            'win_rate': plan.win_rate,
+            'average_return_per_trade': plan.average_return_per_trade,
+            'profit_factor': plan.profit_factor,
+            'historical_backtest_results': plan.historical_backtest_results,
+            'real_trade_performance': plan.real_trade_performance,
+            'improvements_needed': plan.improvements_needed,
+            'strategy_version': plan.strategy_version,
+            'plan_author': plan.plan_author,
+            'trade_review_notes': plan.trade_review_notes,
+            'future_testing_ideas': plan.future_testing_ideas,
+            'sector_focus': plan.sector_focus,
+            'fundamental_criteria': plan.fundamental_criteria,
+            'options_strategy_details': plan.options_strategy_details
+        }
+        
+        client.execute(query, params)
+        return plan.id